In January 2026, an "on-chain vault" belonging to the asset seizure system of the U.S. government was easily looted by its own contractor: hacker **John Daghita (online name Lick)**, using the name of the **CMDSS** company, which he co-controlled with his father, exploited the custodial permissions granted by government contracts to transfer over **$40 million** in cryptocurrency from the U.S. government's seized asset addresses, with a single transaction amounting to approximately **$24.9 million**. What further unsettled the market was

At 8 AM UTC+8 on March 2024, news broke in the on-chain intelligence community that the U.S. government had seized cryptocurrency asset addresses and that someone had "internally stolen" from them: the suspect **John Daghita (on-chain alias Lick)** is accused of transferring over **$40 million** in cryptocurrency assets from wallets associated with the U.S. government, with the largest single theft amounting to approximately **$24.9 million**. Even more shockingly, multiple media outlets reported that his father is responsible for the U.S.

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This week in East Eight Time Zone, on-chain analyst **ZachXBT** revealed that the suspect **John Daghita (also known as Lick)** is suspected of stealing over **$40 million** in crypto assets from addresses seized by the U.S. government, causing a strong reaction in the community. Concurrently, the on-chain monitoring platform **Onchain Lens** detected a large transfer of **25,001 ETH**, valued at approximately **$73.17 million**, while OKX market data shows that...

On January 25, 2026, **Bitfinex transferred 25,001 ETH** to a newly created wallet address, equivalent to approximately **$73.17 million** at the time. Considering the overall daily trading volume of Ethereum, this transfer is not overwhelmingly significant, but it is enough to create disturbances in market sentiment and liquidity expectations, becoming an "anomalous event" on traders' watchlists. On-chain information shows that this address was newly created, and the true identity of the whale and the final use of the funds remain unclear.

In late January, during the East 8 Time Zone, the contract liquidations in the crypto market, the massive on-chain migration of Ethereum, and the earnings report season for the "Big Seven" in the U.S. stock market almost coincided within the same time window. Within 24 hours, the scale of contract liquidations reached **$111 million**, while **25,001 ETH (approximately $73.17 million)** was transferred from Bitfinex to a newly created wallet. Meanwhile, tech giants like Microsoft, Tesla, and Meta are set to release their earnings reports concentrated on **after the market closes on January 28**. In the tech

From January 28 to 29, 2026, Eastern Standard Time, the **"Seven Giants"** of U.S. tech stocks—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—will release their earnings reports simultaneously, coinciding with the Federal Reserve's FOMC interest rate decision. These two days will be combined into a high-volatility global asset pricing window. Over the past three years, these seven companies have elevated the overall valuation and risk appetite of U.S. stocks under the boost of the AI narrative, but by the end of 2025, the market began to question...

This week, according to on-chain monitoring data in the East Eight Time Zone, a **newly created wallet address transferred 25,001 ETH to Bitfinex**, which is currently estimated to be around **$73.17 million**. This amount of funds far exceeds typical retail transactions. Although it only represents a small fraction of the circulating market value of Ethereum, it stands out significantly in the daily net inflow to exchanges and the single transaction leaderboard. Even more intriguing is that the identity of the sender and the true purpose of the transfer are completely unknown, amidst a high level of information asymmetry.

On January 25, 2026, at 8:00 AM UTC+8, **a16z Crypto** released an assessment report on quantum computing and blockchain security. As a leading crypto venture capital and technology research institution, it systematically provided its timeline judgment on quantum threats for the first time. The core conclusion of the report does not cater to emotions: the probability of a practical and destructive general-purpose quantum computer (CRQC) emerging before **2030** is assessed as "extremely low," which contrasts sharply with the overwhelming "

On January 25, 2026, **a16z Crypto** released a research report titled "Quantum Computing and Blockchain: Matching Urgency with Actual Threats," attempting to cool down the discussions on crypto security heightened by the "quantum doomsday theory." The core conclusion of the report is quite restrained: the probability of a quantum computer capable of practically breaking mainstream crypto assets (CRQC) appearing before **2030 is extremely low**. On one side is a technological threat that remains distant in terms of time scale, while on the other side, events are happening on-chain every day.

At the end of 2025 to January 2026, the seven tech giants of the US stock market experienced a period of emotional reversal from three years of leading gains to a collective pullback. Previously, this combination had long served as the "engine" of the US stock bull market, with the index tracking the seven giants reaching a record high on **October 29, 2025**, as the market gave almost unconditional premiums for the AI dividend. However, as 2025 came to a close, with accumulated valuations and falling stock prices, a new round of questioning began to focus on the core issue of "when will the hundreds of billions of dollars in AI investments pay off."

On January 25, 2026, **a16z Crypto** released a technical analysis report titled "Quantum Computing and Blockchain: Matching Urgency with Actual Threats," which systematically assesses the real impact of quantum computing on the security of public chains. The key judgment given in the report is that the probability of a quantum computer capable of breaking mainstream crypto assets (CRQC) appearing **before 2030** is **extremely low**. The more realistic risks currently focus on the design and implementation flaws of protocols such as Bitcoin and Ethereum.

In late February to early March 2026, Beijing time, Zhao Changpeng (CZ) plans to release his new book "Binance Life" simultaneously in Chinese and English, attracting industry attention. According to Jinse Finance, the full text is approximately **114,000 words**, nearing the scale of a systematic chronicle of personal and industry history. This book is not merely an entrepreneurial memoir; it attempts to establish a narrative thread between personal fate, the rise and fall of exchanges, and the evolution of the cryptocurrency industry, covering professional experience, industry observations, and investment philosophy.