The regulation of tokenized securities has become clearer. Which popular projects cannot pass the SEC's scrutiny?

Written by: Ethan (@ethanzhang_web3) On January 29, the U.S. Securities and Exchange Commission (SEC) released the latest guidance document on tokenized securities. The release of this document coincided with the rescheduling of the SEC and CFTC's originally planned "SEC and CFTC Collaborative Oversight" public event—the inter-agency coordination dialogue originally set for January 27 has been adjusted to take place on January 29 from 2 PM to 3 PM Eastern Time.

The regulation of tokenized securities has become clearer. Which popular projects cannot pass the SEC's scrutiny?

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Polymarket Follow-up Guide: How to Avoid Bots and Find Real Experts

Hubble's audit of 1.46 million addresses has reshaped the understanding of liquidity on Polymarket: Structural imbalance: Only 3.7% of high-frequency accounts contributed to 37.44% of the trading volume, which means that "high trading volume" often reflects market maker games rather than real consensus. Denoising standards: The data delineated two red lines for real participants—no more than 300 market participations and typically holding positions for more than 1 hour. Value discovery: Only by excluding algorithmic wash trading under 10 minutes can traders extract truly predictive Smart Money signals from the machine noise.

Polymarket Follow-up Guide: How to Avoid Bots and Find Real Experts

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Why do Bitcoin and Ethereum fall but not rise?

Still in the final stage of deleveraging, capital and sentiment have not yet returned; once the market structure shifts and incremental capital enters, a rebound is still worth looking forward to.

Why do Bitcoin and Ethereum fall but not rise?

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The DAO is restarting, Backpack is preparing for TGE, what is the overseas crypto community discussing today?

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"Predicted market leader stock" Kalshi's pre-market stock price has risen over 20%. Is it still worth buying?

The pre-market price of Kalshi has increased by 21.7% in the past 30 days, far exceeding the growth of mainstream coins like BTC and ETH in the past month.

"Predicted market leader stock" Kalshi's pre-market stock price has risen over 20%. Is it still worth buying?

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When an Agent has an "on-chain business card," how can ERC-8004 become a decentralized "AI Yellow Pages"?

The Ethereum ERC-8004 standard has launched on the mainnet, providing decentralized identity, reputation, and verification mechanisms for AI agents through an on-chain registry, breaking down the centralized "walled garden" and promoting the deep integration of the autonomous agent economy with DeFi.

When an Agent has an "on-chain business card," how can ERC-8004 become a decentralized "AI Yellow Pages"?

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Caldera collaborates with bitcoinOS to accelerate the development of modular Bitcoin-native Rollups.

Caldera announced a deep ecosystem partnership with bitcoinOS (BOS) aimed at combining top-tier rollup infrastructure with Bitcoin's native security and next-generation modular design, providing developers with more efficient and secure blockchain building solutions. Why Caldera + bitcoinOS Caldera, as one of the most reliable and widely adopted RaaS providers in the ecosystem, has multiple production chains running online and has achieved deep integration within the modular technology stack.

Caldera collaborates with bitcoinOS to accelerate the development of modular Bitcoin-native Rollups.

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"Weekly Strategy Communication" January 29, 2026

1. Market Overview This week, the overall cryptocurrency market experienced pressure and volatility, with Bitcoin trading sideways in the $85,000–$94,000 range for over 60 days. The record net outflow of BTC and ETH spot ETFs has become a major selling pressure in the short term. During the Asian trading session, the market weakened, with leveraged long positions liquidated exceeding $550 million. After briefly testing the $86,000 support, BTC stabilized, while Ethereum dropped to the $2,785 region, with both market participation and implied volatility remaining low. However, Bitcoin has completed the excessive leverage cleanup, and institutional risk aversion has increased, shifting towards futures.

"Weekly Strategy Communication" January 29, 2026

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Discourse Power, Internalization, Positive Externalities: Understanding Binance's Triple Predicament and "Original Sin"

The giant that once rose to prominence with the image of a "grassroots hero" and still occupies a dominant position today will naturally become the biggest obstacle to the establishment of a new order in the industry if it cannot timely sever ties with the "past."

Discourse Power, Internalization, Positive Externalities: Understanding Binance's Triple Predicament and "Original Sin"

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The regulation of tokenized securities has become clearer. Which popular projects cannot pass the SEC's scrutiny?

Original | Odaily Planet Daily (@OdailyChina) Author | Ethan (@ethanzhang_web3) January 29, The U.S. Securities and Exchange Commission (SEC) released a latest guidance document on tokenized securities. The release of this document coincided with the rescheduling of the SEC and CFTC's originally planned "SEC and CFTC Collaborative Regulation" public event—the inter-agency coordination dialogue originally set for January 27 has been adjusted to January 29, Eastern Time...

The regulation of tokenized securities has become clearer. Which popular projects cannot pass the SEC's scrutiny?

1 hour ago

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Private equity tycoon Dan Bin has abandoned Bitcoin and Ethereum.

Author: Nicky, Foresight News Recently, a document submitted to the U.S. Securities and Exchange Commission quietly revealed a noteworthy "exit": the overseas fund managed by private equity mogul Dan Bin, Dongfang Gangwan, completely liquidated all cryptocurrency-related stocks in the fourth quarter of 2025. Coinbase, the globally renowned U.S. cryptocurrency exchange, along with another Ethereum treasury company, BitMine, disappeared from the fund's holdings list. Dongfang Gangwan liquidated the 1... purchased in the second quarter of 2025.

Private equity tycoon Dan Bin has abandoned Bitcoin and Ethereum.

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Trump appoints Walsh? Changes in the selection of the Federal Reserve Chairman: How will monetary policy shift?

According to informed sources, Trump met with Kevin Warsh, the leading candidate for the new Federal Reserve chairman, at the White House on Thursday.

Trump appoints Walsh? Changes in the selection of the Federal Reserve Chairman: How will monetary policy shift?

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