Morning News | An attack occurred at the residence of US Vice President Wants. Jupiter announced the

Gold prices in New York increased by 3%. The spot price of gold exceeded $4,450 per ounce.

Market updates

Market trends yesterday

● Vice President Biden’s residence was attacked, and one person was arrested by police.

According to Fox News, early on January 5th, Vice President Biden’s residence in Cincinnati, Ohio, was attacked, and one person involved was arrested by police. It is reported that windows at Biden’s residence were broken. It is believed that Biden and his family were not at home at the time of the attack.

● The direct exchange rate of the RMB against the US dollar exceeded 6.98. The RMB exchange rate will remain stable with moderate fluctuations in January.

On the first trading day of 2026, the RMB exchange rate against the US dollar continued to rise. Today, the RMB exchange rate reached a high of 6.977 during the day, setting a new high since mid-May 2023. At 16:30, the daily closing rate was 6.9806, an increase of 84 basis points from the previous trading day, marking a new high since May 17, 2023.

Wen Bin, chief economist at China Minsheng Bank, expects that the RMB may still have room for further appreciation in January, supported by seasonal demand for currency conversion. However, the central parity rate of the RMB against the US dollar has deviated from the closing rate, suggesting that there may be some pro-cyclical behavior in the foreign exchange market.

总的来看，在监管部门秉承保持人民币汇率在合理均衡水平上基本稳定、防范汇率超调风险的政策基调下，1月份人民币汇率尽管仍可能偏强运行，但预计不会较大幅升值，大部分时间或在6.9-7区间双向波动。”温彬指出。

● Vitalik：以太坊不会崩溃，应接受速度较慢

以太坊联合创始人Vitalik Buterin表示，以太坊并非整个世界，而是为需要它的人提供特定特性的有立场看法。他强调以太坊应坚持原则，承认成本，即使需与潮流抗争。他将以太坊比作Linux，而非谷歌，认为妥协只会使其变得类似大型企业的“略微去中心化”。Vitalik指出，以太坊不会崩溃，应坦然接受速度较慢的可能性。

● Jupiter宣布推出稳定币JupUSD

Jupiter宣布推出与美元挂钩的储备支持型稳定币JupUSD，由Ethena Labs开发。该稳定币采用安全优先策略，90%储备由BlackRock BUIDL基金支持的USDtb持有，10%为USDC流动性缓冲。JupUSD已通过三家独立机构审计，并由Anchorage Digital提供机构级自托管服务。

虽然JupUSD本身不产生收益，但与Jupiter Lend深度整合，用户可进行借贷操作并获得额外奖励。Jupiter计划将JupUSD整合至其全部产品线，包括限价订单、移动应用和衍生品交易等。

● 日本财务大臣支持加密货币纳入传统市场

日本财务大臣片山皋月表示支持将加密货币整合到传统金融市场中。

● 灰度将向ETHE持有人派发ETH质押收益，每股可获0.083178美元

据GlobeNewswire报道，灰度投资今日宣布，旗下灰度以太坊质押ETF(代码：ETHE)已向现有份额持有人分配了该基金在2025年10月6日至2025年12月31日期间通过质押获得的收益。这一里程碑事件标志着美国首只现货加密资产交易产品向持有人分配质押收益。

根据本次分配方案，ETHE持有人每持有一股将获得0.083178美元，该金额反映了基金在相应期间通过质押获得并已出售的收益。派发将于2026年1月6日(派息日)进行，分配对象为截至2026年1月5日(记录日)持有ETHE份额的投资者。

● Lighter已开始回购LIT，已回购价值约54万美元的LIT

据官方公告，Lighter已开始使用协议产生的费用回购LIT。Lighter财库账户显示，目前已回购并持有约180,493枚LIT，价值约54万美元。

● Strategy上周斥资1.16亿美元增持1287枚比特币

据官方消息，Strategy上周斥资1.16亿美元增持1,287枚比特币，其比特币储备增加至673,783枚。

此外，Strategy将其美元储备增加了6200万美元至22.5亿美元。

● Starknet: The network has resumed operating normally. However, transactions may not have been processed correctly during certain periods

. Starknet officially announced in the evening that its blockchain network is now functioning again. Transactions submitted between 9:24 and 9:42 UTC may not have been processed properly. The team plans to release a detailed report, including a timeline, the root causes of the failure, and long-term prevention measures

. ● Infinex has adjusted its token sales strategy. They have removed the purchase limit and optimized the distribution mechanism

. Infinex’s team announced significant changes to their token sales strategy on January 5, 2026. They acknowledged that the previous approach did not meet community expectations. The new strategy includes removing the $2,500 purchase limit and implementing a “bottom-up” distribution method, where everyone receives equal amounts until the limit is reached or the supply runs out. Patron holders will still be given priority. The team will continue to implement a lock-up system to ensure long-term fairness

. ● BlackRock’s Bitcoin ETF purchased $287 million in BTC last Friday. This is the largest single-day inflow since early October

. ● Bitmine has pledged another 186,336 Ethereum units, worth approximately $604.5 million

. According to Onchain Lens, Bitmine has pledged a total of 779,488 Ethereum units, valued at $2.52 billion

. ● The US SEC and CFTC are now led by Republicans who support cryptocurrencies

.After the leadership changes at the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) following the holidays, the committees are now headed by Republicans who support cryptocurrencies, with no opposition from Democrats. Democrats in the Senate believe that the lack of sufficient members on these regulatory agencies is an important issue during negotiations regarding the Cryptocurrency Market Structure Act. The only remaining Democratic member, Caroline Crenshaw, resigned from the SEC last week.

● Data: A group of addresses associated with Tornado Cash has completed the unlocking of 262,400 HYPE units, and they have started selling those units.

According to monitoring by MLM, the first batch of 262,400 HYPE units (approximately $6.9 million) has been unlocked and is now being sold.

Previously, on January 2nd, after being inactive for over 12 months, the entity unleased 631,889 HYPE units (approximately $20.3 million) within three days through three different wallets. All of the HYPE units held by this entity were purchased within three weeks after the TGE event, and the funds came from Tornado Cash. The total amount of HYPE held by this entity is over 4.36 million units, and the amount released this time accounts for approximately 14% to 15% of its total holdings.

● The Beijing High Court issued a judgment in a case involving cross-border online fraud related to virtual currencies. The main perpetrator was sentenced to 12 years in prison.

According to the official account of Jingfa Network, the Beijing High People's Court has announced five cases of convictions related to telecommunications and online fraud. One of these cases involves cross-border telecommunications fraud using virtual currencies. The defendant used overseas chat apps in Chaoyang District, Beijing to invite victims to invest in virtual currencies and transfer the proceeds through virtual currencies. The total amount of fraud committed by this group amounted to over $900,000 (approximately 5 million RMB). The court determined the amount of fraud based on objective evidence such as employee payroll records of the companies involved. Liu was sentenced to twelve years in prison for fraud, along with a fine.

● Raydium: The trading volume of USD1 on Solana exceeded $260 million in the past 24 hours.

Raydium announced on its platform that the trading volume of USD1 on Solana exceeded $260 million in the past 24 hours.

● Goldman Sachs upgraded Coinbase’s rating to “Buy”, while downgrading eToro to “Neutral”.

According to CoinDesk, Goldman Sachs analysts have a “selective positive” outlook on the cryptocurrency market for 2026. They raised Coinbase’s rating from “Neutral” to “Buy”, and raised the target price from $294 to $303, indicating potential gains of over 30%. Meanwhile, they downgraded eToro’s rating from “Buy” to “Neutral”, and lowered the target price from $48 to $39.

Analysts believe that Coinbase, thanks to its scale and brand reputation, will achieve higher revenue growth compared to its competitors. It is expected that Coinbase’s annual revenue growth rate will reach 12% by 2027, whereas its competitors’ growth rate will be only 8%. Additionally, Coinbase’s recent launches in the areas of brokerage, banking, wealth management, and tokenization have enhanced its competitiveness. Its subscription and service business now accounts for approximately 40% of its revenue, and it is expected to continue growing steadily, with profit fluctuations decreasing as Coinbase expands into more encrypted applications.

● Slow Fog: A new type of phishing attack using MetaMask’s 2FA security verification has been detected. The attacker tricks users into entering their mnemonic phrases.

Im23pds, the chief information security officer at Slow Fog Technology, warned about this new type of phishing attack targeting MetaMask wallets. The attacker impersonates the wallet’s security notification page and tricks users into completing the so-called two-factor authentication process, but actually steals the mnemonic phrases. The attack typically involves creating a fake security notification page, a fake 2FA verification interface, and a countdown timer, ultimately guiding users to enter their wallet mnemonic phrases.

● Venezuelan opposition claims that Bitcoin will become a key component of national reserves.

Venezuelan opposition leaders said that Bitcoin will play an important role in national reserves, emphasizing its significance in future economic planning.

● Walmart now supports Bitcoin payments during checkout through OnePay Cash.

According to Coinbureau, Walmart now allows Bitcoin payments to be used during checkout through OnePay Cash.

● Last year, crypto VC investments plummeted by 60%. This year, there is hope for a moderate recovery.

In 2025, the total amount of venture capital invested in cryptocurrencies reached $18.9 billion, a rise from $13.8 billion in 2024. However, the number of transactions decreased by 60%, to approximately 1,200 transactions per year. Most of the funds were allocated to late-stage projects. Digital Asset Library Companies (DAT) raised approximately $29 billion, attracting a large amount of institutional capital. Early-stage financing slowed significantly, mainly due to a decrease in available VC funds, institutional investors’ preference for AI-related projects, and regulatory clarity that encouraged mature companies to expand rapidly.

Many investors expect early-stage financing to recover slightly in 2026, but the barriers remain high. Investors now focus more on fundamentals rather than hype. Regulatory clarity in the United States is seen as a key catalyst. Investment hotspots include stablecoins and payment systems, institutional-level infrastructure, prediction markets, RWA tokenization, and DeFi. There are differences among investors regarding the intersection of cryptocurrencies and AI; some believe that the hype exceeds practical applications.

Token sales resumed in 2025, but they will not replace traditional VC investments. It is expected that a hybrid financing model will emerge. Overall, market discipline will continue to be maintained, and capital allocation will become more rational.

● The Dow Jones Index broke through its all-time high of 49,000 points during trading hours

On January 5th, the Dow Jones Index once again broke through its all-time high of 49,000 points. Among the component stocks, Goldman Sachs increased by 4.9%, while JPMorgan Chase rose by 3.18%.

● Yi Li Hua: Aster has stopped losing money. We look forward to seeing new projects like Binance-level exchanges

Yi Li Hua, founder of Liquid Capital, posted on the X platform, stating that Aster has stopped losing money, but the project team could not contact the founder. JackYi expressed his hope for the emergence of new Binance-level projects in the exchange sector, and promised to provide strong support for such projects.

目前其配置方案为POW赛道选择BTC与BCH，公链选择ETH，稳定币选择WLFI，交易所选择BNB，同时期待行业新星出现。