January 18th, CryptoQuant analyst Darkfost stated, "Bitcoin's next major challenge is to reclaim the cost basis of early long-term holders (held for 6 to 12 months), currently around $101,000. The cost basis of long-term holders for 12 to 18 months is around $81,700, which forms a key support level. If Bitcoin were to fall back to this range, these holders are likely to hold onto their average entry price. Investors who bought near the January 2025 high are still holding their positions."On the upside, there is resistance around $114,650, corresponding to the cost basis of short-term holders (held for 3-6 months). This group significantly accumulated near the highs, and if the price returns to this range, some investors may choose to sell near the breakeven point."

January 18th, according to Etherscan data, the daily transaction count on the Ethereum network hit a record high on January 16th, reaching 2.88 million transactions.

January 18th, according to HyperInsight monitoring, the 「BTC OG Insider Whale」 long position total value is about $910 million, has already paid over $7.5 million in funding fees, and the unrealized gain has narrowed to $44.9 million, previously once peaking above $60 million. As of the time of publication, the position's unrealized gains are as follows:· $741 million ETH long position: $35.14 million unrealized gain;· $95.12 million BTC long position: $3.61 million unrealized gain;· $72.73 million SOL long position: $6.14 million unrealized gain.

January 18th, according to Hyperinsight monitoring, "Brother Ma" Huang Licheng's address increased his ZEC long position by about $246,000 in the past 3 hours. This replenishment lowered his average holding cost from $415 to $411.29, with a current unrealized loss of $48,100. At the same time, Huang Licheng has partially taken profit on his HYPE and ETH long positions, realizing a small profit.Currently, he still holds long positions in ETH, ZEC, and HYPE perpetual contracts, with a total position value of nearly $45 million. His ETH long position is worth $34.87 million, with an unrealized profit of $862,000; his HYPE long position is worth $8.43 million, with an unrealized profit of $130,000. His total accumulated unrealized profit in the past week has exceeded $2.538 million.

January 18th, BitMine Chairman and Fundstrat co-founder Tom Lee said in an interview with CNBC, "From the overall market perspective, I think the first five trading days of January's rise is good news. This is a very good sign for the whole year, and it gives us greater upside potential for the S&P 500 to reach 7700 points.""The volatility in the financial sector, overall market, and crypto market in the past few days partially reflects the impact of policy factors. Washington is trying to limit credit card rates, and if this policy is implemented, I think it will have an impact on the financial industry as it will weaken the ability of financial institutions to provide credit to a diverse set of consumers.""At the same time, the progress of the 'Clarity Act' is very bullish news for the crypto industry. The crypto market suffered a heavy blow in October last year, so we believe that as time goes on and we gradually move away from the impact point, the market will experience a significant recovery.""Therefore, we are bullish on Bitcoin. We believe that Bitcoin is likely to hit a new all-time high this year; at the same time, our attitude towards Ethereum may be more positive, and we expect Ethereum to outperform Bitcoin."

January 18th, Solana Mobile project leader Emmett posted on the X platform, stating, "In addition to existing anti-bot measures, the team is actively identifying some additional Seeker clusters. These accounts will be removed from the initial SKR airdrop distribution and returned to a future airdrop pool. We do not intend to publicly disclose the specific detection methods, but please rest assured that we have been paying attention and have been monitoring for some time.""We hope SKR will be launched fairly and ultimately end up in the hands of users and developers who truly drive the platform forward. This is advantageous for the vast majority of buyers who purchase Seeker for actual use."

January 18th, Ethereum founder Vitalik posted, stating, "An important aspect of 'trustlessness,' 'escape-hatch-freeness,' and 'sovereignty,' which has long been underestimated, is the simplicity of the protocol. Even if a protocol is super decentralized, with hundreds of thousands of nodes, and has 49% Byzantine fault tolerance, where nodes use quantum-secure peerda and stark to fully validate everything, but if the protocol is a clumsy mess composed of hundreds of thousands of lines of code and five forms of cryptic doctorate-level cryptography, ultimately the protocol will fail to pass all three tests: not fully trustless, not fully sovereign, and not very secure."One concern I have about Ethereum protocol development is that we may be too eager to add new features to meet specific needs, even if these features make the protocol bloated, or introduce entirely new interactive components or complex cryptographic technologies as key dependencies. This may bring short-term feature upgrades, but it will severely compromise the protocol's long-term sovereignty. The core issue is that if we measure protocol changes based on "how much change to the existing protocol," then to maintain backward compatibility, adding functions will far outnumber removing functions, and the protocol will inevitably become bloated over time. To address this issue, Ethereum's development process needs a clear "simplify" / "garbage collection" mechanism.We hope that client developers will no longer have to deal with all old versions of the Ethereum protocol. This can be left to older version clients running in Docker containers to handle. In the long run, I hope that Ethereum's pace of change will slow down. I think, for various reasons, this is ultimately inevitable. The initial fifteen years should be seen as a growth stage, where we explored many ideas and observed which ones were effective, which were useful, and which were not. We should strive to prevent those useless parts from becoming a permanent drag on the Ethereum protocol."

January 18th, according to the Validator Queue tracking website validatorqueue data, the current queue waiting to join the Ethereum PoS network ETH has risen to 2,596,246, worth approximately $8.61 billion, with an expected activation delay of about 45 days and 2 hours. The main reason is that BitMine recently staked a large amount of ETH it holds.Meanwhile, the Ethereum PoS network's unstaking queue has been cleared, and there are currently no users opting to redeem ETH from staking.

January 18th, Vietnamese police arrested five suspects accused of operating a cryptocurrency scam syndicate in the Da Nang area. Vietnamese police stated that these suspects were based in Cambodia and engaged in cryptocurrency scam activities. The scam is said to have imitated the Nasdaq exchange, with the suspects embezzling 1.4 billion Vietnamese dong (approximately $53,280). The group used Zalo and Telegram to create dozens of fake accounts, post false trading activities, pose as investment experts to deceive victims into investing, and falsely report profits. After embezzling the funds, this money was transferred through multiple bank accounts and ultimately converted into cryptocurrency to conceal its source.

January 18th, ARK Invest founder Cathie Wood stated, "The experience of the past few years tells us that the trend of declining inflation has been very clear. However, inflation has remained stagnant in the official report data. Many people are wondering, with current market valuations close to historical highs, if this looks like a prelude to a pullback. Looking back at history, starting from the 1990s until around 1997, and the early 2000s, during the process of declining valuation multiples, the market still experienced very strong gains. We must assume that valuations will be compressed, and this compression assumption is included in the bottom-up analysis of each company."Nevertheless, we remain fairly optimistic about the inflation outlook for several main reasons: first is oil prices, and second is housing prices. You can see that homebuilder KB Home has already reduced home prices by 7%, with other companies following suit. In addition, there is a significant improvement in productivity, and unit labor costs are decreasing significantly. Therefore, there are currently multiple deflationary pressures. The last factor I want to mention is technology."Our focus is entirely on technology-driven innovation, covering robotics, energy storage, artificial intelligence (especially), blockchain technology, and multiomic sequencing in the healthcare field. We believe that inflation data is likely to be lower than market expectations."

January 18th, the probability of "Bitcoin reaching $100,000 in January" on Polymarket is currently at 43%. Additionally, the probability of it reaching $105,000 is 15%, dropping to $85,000 is 15%, and dropping to $80,000 is 5%.

January 18, Bybit announced that Elsa (ELSA) will be listed in the spot trading section.

January 18th, according to Nansen's disclosed data, crypto fund Pantera Capital has taken a commanding lead in the profit and loss rankings this week, with three wallets making profits of $12.1 million, $6 million, and $3.6 million, respectively. Meanwhile, Arrington XRP Capital has also achieved profits, but on a smaller scale compared to Pantera Capital. Most other funds performed averagely this week.

January 15th, Ethereum treasury company BitMine announced a $200 million investment in the renowned YouTuber MrBeast's Beast Industries. BitMine is also implementing an innovative digital asset strategy for institutional investors and public market participants.BitMine's Chairman, Tom Lee, stated: "In our view, MrBeast and his Beast Industries are the most influential content creators of our generation. Beast Industries is one of the world's largest and most innovative creator platforms, and we share highly aligned values at both the corporate and individual levels."Beast Industries CEO Jeff Housenbold said: "We are thrilled to welcome Tom Lee and BitMine as new investors in Beast Industries, providing additional capital for us to achieve our goal of 'building the world's most influential entertainment brand.' We look forward to further exploring collaboration and introducing DeFi into our upcoming financial services platform."The transaction is expected to be completed around January 19, 2026. Additionally, BitMine will hold its annual shareholders' meeting on January 15, 2026.

January 15th, Galaxy has completed the issuance of Galaxy CLO 2025-1, which is a newly issued Collateralized Loan Obligation (CLO) and Galaxy's first CLO project, which will be used to support its lending business. The debt tranching of this CLO was issued on the Avalanche chain and tokenized, with the related tokens now trading on the INX platform, open to eligible investors.Galaxy's initial tokenized CLO issuance size for this round is $75 million, with Grove providing a $50 million anchor tranche. This tranche builds on Grove's previous deployment of $250 million of tokenized real-world assets (RWA) on Avalanche.