Gate Insights and Crypto Market Analysis

CertiK 報告顯示，預測市場總交易量從 2024 年 158 億美元增至 2025 年 635 億美元，四倍增長延續至 2026 年 1 月。1 月 18 日當週創紀錄達 60 億美元。但三大平台（Kalshi、Polymarket、Opinion）佔 95% 市場形成系統性風險，虛假交易在空投高峰期可達 60%。

Morgan Stanley initiated coverage of Cipher Mining and TeraWulf with overweight ratings, setting $38 and $37 price targets implying 158% and 159% upside respectively. The investment firm views these bitcoin miners' pivot to AI data centers as major growth driver, with hyperscalers paying premiums for "time to power" solutions amid systematic AI compute supply shortage.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Hong Kong financial authorities have announced new rules to expand the scope of product offerings, allowing the integration of crypto margin financing and perpetual contracts into the local

eSui (suiUSDe) is now live on the Sui Mainnet, and it is a significant step toward the financial ecosystem of the network. This synthetic dollar was developed together with Ethena Labs, and it is set to introduce a new high level of financial tools to both institutional and retail traders eSui

Charles Hoskinson took the stage at Consensus Hong Kong in a McDonald’s uniform, declared sentiment at an “all time low,” and then dropped two bombshells: Midnight’s mainnet launches March 2026 with Google and Telegram as launch partners, and LayerZero is coming to Cardano with institutional-grade privacy stablecoins. Meanwhile, DCG’s Barry Silbert predicts 5–10% of Bitcoin capital could rotate into privacy coins. We analyze the convergence of institutional DeFi, selective disclosure, and the “a

Stellar 發展基金會（SDF）在香港共識大會宣布，非託管錢包 TopNod 將與 Stellar 網路整合。此舉是 SDF 進軍亞洲市場策略一部分，在亞洲 SDF 在支付和代幣化市場面臨 Solana 等項目激烈競爭。XLM 已從 2025 年高點 0.52 美元跌約 71%，表現遜於比特幣和以太坊。

XRPL 在現實世界資產代幣化（不含穩定幣）價值達約 17.56 億美元，超越 Solana 的 16.82 億美元。數據顯示 XRPL 代表資產價值約 14.5 億美元，過去 30 天暴增 276.75%。然而 XRPL 僅有 22 個 RWA 持有者，Solana 則有 285,007 個。

眾議院金融服務委員會週三舉行聽證會，民主黨議員猛烈抨擊 SEC 主席阿特金斯（Paul Atkins）政策。眾議員 Stephen Lynch 稱，自川普上任並任命新主席以來 SEC 執法行動減少 60%，包括撤銷幣安案件動議。眾議員 Maxine Waters 聲稱撤案出於政治動機，加密高管向川普家族提供數百萬美元。

A bitter dispute over stablecoin rewards has brought U.S. crypto legislation to the brink of collapse. Banks warn of a $500 billion deposit drain; Coinbase fights for ~$1B in annual revenue. With the White House now "furious" and the bill stalled, we examine the fault line that could determine whether regulated stablecoins become "digital cash" or whether yield-seeking capital migrates offshore into synthetic dollars.

In brief The banking lobby warned that conditional charters tied to unfinished legislation like the GENIUS Act could give crypto firms Fed access before regulators have fully defined their obligations. Several major crypto firms are seeking or hold OCC trust bank charters that could allow di

根據 Lookonchain 鏈上數據，多個大型加密錢包將超過 700 萬美元轉移到以實物黃金為支撐的資產。這些交易涉及 PAXG（Pax Gold）和 XAUT（Tether Gold）等代幣，兩種代幣均與託管並接受審計的實體黃金以 1:1 比例掛鉤。

Wallet in Telegram has launched cross-chain deposits in its self-custodial TON Wallet, powered by MoonPay. Over 100 million users can now send USDC/USDT from Ethereum, Solana, TRON, and four other networks—automatically converted 1:1 into TON-native USDT. No manual swaps. No bridges. No new asset purchases. We examine how this removes the single largest barrier to TON adoption and what it means for Telegram’s Web3 super-app ambitions.

證明某人是中本聰並非靠編故事、出示證件或法庭勝訴就能解決，而是一個受嚴格規則約束的密碼學問題。中本聰創建比特幣初衷是使其成為無需信任任何人的點對點加密貨幣，因此任何自稱者都必須證明身分，通常需提供身分證明文件、歷史通訊記錄，以及最關鍵的持有與比特幣早期地址之一關聯的私鑰。

蔡文胜低调收购顶级域名CAI.com，引发域名、加密和AI行业的热议。CAI.com因其双重语义（Crypto和AI）被认为具备更大商业潜力，超越AI.com，此次收购显示了蔡文胜在Crypto与AI领域的战略布局，强化了他的数字生态投资。

網傳馬來西亞男子 Arsyan Ismail 於 10 歲時以 100 美元買下 AI.com 域名並以 7,000 萬美元賣出。但當地科技媒體《Lowyat.net》質疑從時空背景看有許多技術上不可能。投資人追蹤顯示 Arsyan 極可能 2021 年透過 SAW.com 購入，前任持有者為科威特收藏家。

撰文：易和 摩根大通集团（J.P.MorganChase & Co，NYSE：JPM）总部在美国纽约，总资产 4 万亿美元，总存款高达 1.5 万亿美元，分行 6000 多家，是美国最大金融服务机构之一。 摩根大通于 2000 年由大通曼哈顿银行由及 J.P.摩根公司合并而成，并分别收购芝加哥第一银行和贝尔斯登银行和华盛顿互惠银行。摩根大通是一家跨国金融服务机构及美国最大的银行之一，业务遍及 60 多个国家，包括投资银行、金融交易处理、投资管理、商业金融服务、个人银行业务等。 在全球金融数字化转型的浪潮中，J.P.摩根作为大型传统银行也积极拥抱区块链技术与数字货币应用。

Goldman Sachs has revealed a $153 million position in XRP through ETFs, increasing its total crypto ETF exposure to over $2.3 billion. This move reflects a diversification strategy as the bank adjusts its crypto holdings amid mixed market reactions.

In brief January payrolls rose by 130,000, reinforcing expectations that the Federal Reserve will keep policy rates unchanged in the near term. Futures markets rapidly pushed anticipated rate cuts into the second half of the year, tightening financial conditions despite signs of slowing

Fraction AI, an AI-led crypto investment entity, has partnered with Grvt, a popular crypto trading company with professional-grade infrastructure. The integration aims to unlock native trading opportunities for fraction AI-based AI agents. As per Fraction AI’s official X announcement, the

Stripe's new X402 payment protocol for AI agents is energizing the machine-to-machine economy, boosting interest in the SUBBD token presale. This initiative enables autonomous payments between AI, integrating with Coinbase's Layer-2 network and enhancing blockchain credibility for automated services.