Crypto Morning Post, January 15th | Safe haven assets soar to new highs in gold and silver | The situation in Iran is tense and tense ⚠️ | BTC's strong rebound hits 100000 TL; DR (too long to read): At the macro level, geopolitical tensions (Iran/Venezuela) combined with Trump's pressure on the Federal Reserve have led to extremely high market risk aversion, with gold and silver soaring; The internal infrastructure of the industry continues to upgrade (Binance/Solana), and although there have been occasional incidents of public chain crashes, BTC is strongly recovering lost ground and approaching the 100000 mark, and bullish confidence is significantly returning. Today's core focus: Geopolitical Black Swan: The situation in Iran has become the biggest variable, with the withdrawal of US troops and missile readiness. If military intervention is used, it will severely impact risk assets. Regulatory Game: The US Senate has released a draft of a cryptocurrency structure bill, but Coinbase has withdrawn its support, and there are still differences in the implementation of regulation. • Public Chain Storm and Anecdotes: Sui's main network recovered after a 6-hour downtime; Solana and Starknet exchanged official tweets, sparking community onlookers. The main text is as follows: Geopolitical hotspots from Venezuela to Iran, as well as the Trump administration's attacks on the Federal Reserve, have prompted investors to seek safe haven assets. Spot gold approached $4640 during trading, setting a new historical high and ultimately closing up 0.92% at $4628.14 per ounce; Spot silver ultimately closed up 7.2% at $93.17 per ounce. The US Supreme Court has not made a ruling on the legality of Trump's tariffs, and the next ruling window is next Tuesday or Wednesday. 3. The situation in Iran: Trump said he has been informed that Iran's "killings" are coming to an end and there are no plans for executions. US officials say the US is withdrawing personnel from multiple major bases in the Middle East. British media: The Trump administration has obtained a list of 50 high-value military targets in Iran. The Iranian Revolutionary Guard Corps stated that it has reached the highest state of readiness and its missile inventory has increased. The US reconnaissance plane flew along the Iranian border. Many countries urge their citizens to leave Iran. PS: The situation in Iran has become the most pressing issue at present, and if Trump intervenes militarily, it will have a significant short-term impact on the risk asset market. 4. The US Senate has released a draft of the Crypto Market Structure Act, which prohibits passive interest on stablecoins but allows for activity rewards. Coinbase withdraws support from the bill, citing excessive issues. 5. Details of Yao Qian's bribery case exposed: helped ICO obtain 2000 ETH, cashed out after three years of coin hoarding, entrusted others to purchase villas, and subsequently arrested. Solana Mobile launches SKR airdrop inquiry. Officially collected and pledged on January 21st. Binance Wallet integrates Aster and supports perpetual contract trading within the wallet. Fermi upgrade will be launched on January 14th, increasing block production speed by 40%, shortening transaction finality to 1 second, reducing slippage risk, and supporting institutional scalability. Project Eleven has completed a $20 million Series A funding round. Elevev is an anti quantum cryptographic security company, led by Castle Island Ventures and participated by Coinbase Ventures, with a valuation of $120 million. 9. SOL official Twitter mocked Starknet for having only 8 daily active users and a daily trading volume of only 10 transactions, yet still possessing a market value of 1 billion US dollars and an FDV of 15 billion US dollars. Subsequently, the CEO of Starknet responded that Solana has 8 marketing interns (all bald) who maintain high market value by posting 10 tweets every day. PS: It seems that these two projects are going to cause trouble. Pakistan and WLFI sign a memorandum of understanding to explore cross-border payments using USD1 stablecoin. 11. Fogo's third round of Pre TGE Prime Sale has ended, with oversubscription of 40.8 times and a total of 316385 BNB raised. FOGO tokens will begin circulation on January 15, 2026 at 20:00 (UTC+8). 12. The Sui main network experienced a "network pause/interruption" and was shut down for nearly 6 hours, but has since been restored and fully operational; The project team stated that a complete event review will be released in the coming days. 13. Privacy concepts such as Dash XMR continue to rise, on chain memes continue to be hyped, and some CEX knockoffs continue to be active. You can pay attention now. Bitcoin market analysis: Bitcoin has been consolidating for more than two months. In just two days, it directly pulled to the resistance level around 98000 last night. Whether it can break through next depends on whether the US market is strong. From the time and strength of the rebound, it is not over yet. It is only a matter of time before it reaches the 100000 mark. If the 4-hour level reaches the 10 mark, confidence in the cryptocurrency market will be boosted. Last night, based on the Coinbase price, the negative premium disappeared and the positive premium is returning, and foreign buying is recovering. At the knockoff level, the CEX chain has been performing well recently, so it's time to return and do some trading. [Risk Reminder] Digital assets have significant fluctuations and extremely high risks. Please participate with caution, avoid full positions, and refuse loan leverage;