Новости

According to ChainCatcher, China International Capital Corporation (CICC) forecasts that U.S. inflation will experience compensatory increases in the Consumer Price Index (CPI) data for December 2025, January 2026, and April 2026. If U.S. inflation remains strong in the near term, it could prompt the Federal Reserve to slow down its rate cuts, leading to a marginal tightening of global liquidity. This scenario may increase the uncertainty of major asset classes both domestically and internationally. CICC advises increasing allocations in commodities to hedge against risks and suggests buying stocks, gold, and U.S. Treasury bonds during market pullbacks.

According to BlockBeats, on January 13, BlackRock released its 2026 global outlook report, emphasizing the significant scale of AI infrastructure investments. The report suggests that 'micro is macro,' indicating that these investments are substantial enough to influence the broader macroeconomic landscape, presenting challenges such as increased leverage and the illusion of diversification. BlackRock maintains a pro-risk stance, favoring U.S. equities, particularly those related to AI, and sees opportunities in active investments. The report outlines three core investment themes: Micro is macro: AI infrastructure is dominated by a few companies, with capital expenditures projected to reach $5-8 trillion between 2025 and 2030. This investment is expected to support U.S. economic growth in 2026, contributing three times the historical average, despite a cooling labor market. However, there is uncertainty about whether revenues will match expenditures and how much will return to tech giants. While AI may accelerate innovation, historical trends over the past 150 years suggest that major technological changes have not disrupted the U.S.'s long-term 2% growth trend. Nonetheless, a 'growth breakout' scenario is now conceivable. Leveraging up: The initial massive investments by AI builders, coupled with delayed revenues, lead to increased system leverage. High government debt adds to this vulnerability. BlackRock favors private credit and infrastructure financing while tactically underweighting long-term government bonds, such as U.S. Treasuries, due to the adverse effects of high leverage and rising capital costs on long-term debt. Diversification mirage: Under major trends, traditional diversification strategies may actually concentrate bets. Investors need to actively manage risk, maintain portfolio flexibility with a 'Plan B,' and seek unique returns from private markets and hedge funds. The report also highlights that BlackRock views digital assets, particularly stablecoins, as foundational to payment and settlement systems, rather than merely speculative assets. Stablecoins are seen as 'digital dollar rails,' evolving from crypto-native tools to bridges connecting traditional finance with digital liquidity, expanding into areas like cross-border payments and settlements, especially in regions where traditional systems are slow, costly, or fragmented. The report suggests that crypto is integrating into mainstream finance, with stablecoins maturing as infrastructure supporting global liquidity flows and overlapping with traditional finance.

According to BlockBeats, on January 13, the Nigerian government introduced a new tax law that links cryptocurrency transactions to real identities using Tax Identification Numbers (TIN) and National Identification Numbers (NIN). This initiative aims to make crypto transactions traceable and integrate them into the tax reporting system without needing to break the blockchain itself. Virtual Asset Service Providers (VASPs) are now required to collect and report customer information, including TIN/NIN, names, and addresses. They must also submit monthly transaction data to tax authorities and report large or suspicious transactions to law enforcement agencies.

According to BlockBeats, on January 13, Thai Prime Minister Anutin Charnvirakul has launched a comprehensive campaign against 'grey funds' and illegal financial flows, ordering stricter regulations on gold trading and digital assets. In the digital asset sector, the government will rigorously enforce the 'Travel Rule,' mandating identification of both sender and receiver in all wallet-to-wallet transfers to eliminate anonymity. Additionally, Thailand plans to establish a National Data Bureau to centralize financial data management, enabling regulatory bodies to track suspicious transactions in real-time.

According to ChainCatcher, Federal Reserve official Williams has stated that restoring the inflation rate to the 2% target is 'completely realistic.'

According to BlockBeats, on January 13, U.S. SEC Chair Paul Atkins stated that the decision on whether the United States will seize Venezuela's alleged Bitcoin assets remains uncertain. In an interview with Fox Business, Atkins addressed claims that Venezuela might possess up to $6 billion worth of Bitcoin, approximately 60,000 BTC. He noted that several blockchain analysts have been unable to verify these claims. The decision regarding the disposition of these assets will be made by other government departments, as the SEC is not involved in this matter.

According to PANews, U.S. Senate Agriculture Committee Chairman John Boozman announced a delay in the committee's revision of the cryptocurrency market structure bill. Initially scheduled to coincide with the Senate Banking Committee's session on Thursday, the revision will now take place in the last week of January. Boozman stated that additional time is necessary to maintain bipartisan support.

According to ChainCatcher, data from Arkham indicates that at 06:57, a total of 2000 ETH was transferred from Stake.com to an anonymous address starting with 0x77eA.

According to ChainCatcher, Federal Reserve's Williams stated that the Federal Reserve must reduce inflation without posing undue risks to the job market.

According to ChainCatcher, Federal Reserve's Williams has expressed optimism about the economic outlook for 2026, describing it as "quite favorable." He also noted that current monetary policy is closer to a neutral stance.

According to ChainCatcher, Federal Reserve official Williams has indicated that the United States' economic growth rate could range between 2.5% and 2.75% by 2026.

According to Odaily, Meta Platforms is contemplating layoffs within its Reality Labs division, specifically targeting the branch involved in 'metaverse' operations. Three informed employees revealed that the company might initiate these layoffs as early as next month, potentially affecting 10% to 30% of the team. This team primarily focuses on VR headsets and VR-based social networks. Reality Labs comprises the metaverse and wearable devices departments. Sources indicate that management plans to redirect the savings from these layoffs towards the AR glasses project. Meta launched AR glasses in collaboration with Ray-Ban in 2021, surpassing internal sales targets. Insiders report that Meta is reassessing its investments in the metaverse, with executives considering significant cuts to VR-related positions within the metaverse department.

According to Odaily, German Foreign Minister Johann Wadeful expressed optimism about Europe's ability to reach a compromise with the United States regarding the Greenland issue. After meeting with U.S. Secretary of State Rubio in Washington on Monday, Wadeful stated his hope for U.S. involvement in a new NATO mission in the Arctic region to help ensure Greenland's security. Wadeful remarked, "NATO is currently beginning to formulate specific plans, which will be discussed with our American partners. Although we have not completed this step today, all parties are prepared to work within the NATO framework. Germany will also strive to contribute to this effort." Wadeful also discussed ongoing negotiations between the U.S., Europe, and Ukraine with Rubio. Germany has clearly indicated its willingness to support a military mission as part of security assurances.

On Jan 12, 2026, 22:29 PM(UTC). According to Binance Market Data, Ethereum has dropped below 3,100 USDT and is now trading at 3,098.51001 USDT, with a narrowed 0.51% decrease in 24 hours.

According to ChainCatcher, U.S. small-cap stocks have reached a significant milestone, marking their longest winning streak against large-cap stocks in seven years. On Monday, the Russell 2000 Index closed at a record high, extending its consecutive victories over the S&P 500 Index to seven days. The last time a longer winning streak occurred was in January 2019, when the stock market was recovering from a sharp decline.

On Jan 12, 2026, 21:55 PM(UTC). According to Binance Market Data, Bitcoin has dropped below 91,000 USDT and is now trading at 90,949.21875 USDT, with a narrowed narrowed 0.18% increase in 24 hours.

According to ChainCatcher, Rick Rieder, the Chief Investment Officer at BlackRock and a potential candidate for the Federal Reserve Chair, has stated that the Federal Reserve needs to lower interest rates to 3%.

According to ChainCatcher, data from Arkham indicates that at 03:30, 2000 ETH were transferred from FalconX to its hot wallet.

According to ChainCatcher, the S&P 500 index reached a historic peak during trading, marking a 0.2% rise.

According to ChainCatcher, data from Coinglass indicates that if Ethereum surpasses $3,269, the cumulative liquidation intensity of short positions on major centralized exchanges will reach $1.252 billion. Conversely, if Ethereum falls below $2,961, the cumulative liquidation intensity of long positions on these exchanges will amount to $851 million.