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According to ChainCatcher, U.S. semiconductor equipment stocks experienced a significant rise during the night trading session. ASML saw an increase of over 5%, while TSMC rose by more than 4%. This follows TSMC's announcement that its capital expenditure will be higher over the next three years.

According to Foresight News, Chris Dixon, managing partner at a16z crypto, expressed on Twitter that crypto developers require clear regulations. Over the past five years, Republicans, Democrats, and U.S. President Donald Trump's administration have worked closely with the crypto industry to protect decentralization, support developers, and provide fair opportunities for entrepreneurs. Essentially, this legislation aims to achieve these goals. While it is not perfect and requires some amendments before becoming law, Dixon emphasized that now is the ideal time to advance the CLARITY Act to ensure the United States remains a leading force in shaping the future of cryptocurrency globally.

According to PANews, the National Collegiate Athletic Association (NCAA) has requested the Commodity Futures Trading Commission (CFTC) to suspend trading in prediction markets related to college sports. The NCAA argues that these markets function similarly to sports betting but bypass the protective measures required for licensed sports betting entities, such as age restrictions, advertising limitations, and integrity monitoring.

Currently, contracts related to college sports on Polymarket have reached a trading volume of approximately $320 million. The association is concerned that these markets, which allow participation from users aged 18 and above, could attract college students and even athletes themselves. Prediction contracts targeting individual athletes could lead to coercion and harassment, posing a "catastrophic" risk to student-athletes and the entire college sports ecosystem.

According to ChainCatcher, ECB Governing Council member Kazaks has stated that any weakening of the Federal Reserve's independence could likely lead to higher inflation rates affecting ordinary consumers in the United States. This situation may subsequently result in increased interest rates as a measure to curb inflation.

According to Odaily, the yield on South Korea's three-year government bonds has increased by 10.7 basis points, reaching 3.108%. This marks the highest level since August 2024.

According to PANews, the Bank of England's Deputy Governor, Dave Ramsden, has indicated that the UK may need to provide a protection mechanism for stablecoin deposits similar to that of bank deposits. Ramsden highlighted the central bank's consideration of maintaining public trust in currency in the event of a collapse of a systemically important stablecoin. He suggested that long-term trust in stablecoins might require a plan akin to bank deposit insurance, ensuring stablecoin holders have priority creditor status in bankruptcy proceedings.

Ramsden's comments suggest that the Bank of England might extend current bank deposit protection measures to widely used stablecoins. The central bank has already increased the protection limit for regular cash deposits from £85,000 to £120,000 to safeguard against bank failures. The Bank of England plans to implement stablecoin regulatory rules by the end of the year.

According to BlockBeats, on January 15, market analysis firm Santiment shared on social media that despite a rebound in Bitcoin prices this week, social media sentiment has shown an intriguing shift. The volume of bearish sentiment has been increasing. As market trends often move contrary to retail sentiment, the intense fear observed over the past ten days could potentially drive Bitcoin back to the $100,000 mark.

According to BlockBeats, on January 15, U.S. Bitcoin spot ETFs experienced a net inflow of $840 million, as monitored by Farside investors. The breakdown of the inflows is as follows: BlackRock's IBIT saw an increase of $648 million, Fidelity's FBTC gained $125.4 million, Bitwise's BITB received $10.6 million, ARK's ARKB attracted $27 million, Franklin's EZBC added $5.6 million, VanEck's HODL gained $8.3 million, and Grayscale's GBTC saw an inflow of $15.3 million.

According to BlockBeats, on January 15, monitoring by HyperInsight revealed that a whale address, labeled as 'Lightning Counterattack,' executed a leveling operation on its BTC long position. The address increased its holdings by 65.72 BTC, valued at approximately $6.4752 million. Following this adjustment, the average price of its BTC long position slightly decreased from $96,981.90 to $96,917.50, with the total position valued at around $59.99 million. Currently, this position is experiencing an unrealized loss of approximately $411,700.

In addition, the address initiated a new long position in ETH, purchasing 329.26 ETH at an average price of approximately $3,303.32. The total value of this ETH position is around $1.0872 million.

Cryptocurrency investment products recorded a record $130 billion in fund inflows in 2025, and flows are expected to increase further in 2026, driven largely by institutional participation, according to analysts at JPMorgan.In a report cited by The Block, JPMorgan said growing regulatory clarity — particularly in the United States — is likely to support the next phase of capital inflows into digital assets, extending beyond ETFs into venture capital, mergers and acquisitions, and public listings across the crypto sector.Regulatory clarity seen as key catalystJPMorgan analysts highlighted that the rollout of additional crypto regulations, including the proposed U.S. CLARITY Act, could significantly boost institutional confidence. Clearer rules are expected to encourage deeper participation across:Crypto and stablecoin investment fundsVenture capital and early-stage financingM&A activity involving exchanges, payment firms and infrastructure providersPotential IPOs from stablecoin issuers and crypto-native financial companiesThe bank noted that regulation is increasingly being viewed not as a constraint, but as an enabler of large-scale institutional adoption.ETFs dominated 2025 inflows, but momentum is shiftingAccording to the report, Bitcoin and Ethereum ETFs accounted for the bulk of 2025’s inflows, with demand likely skewed toward retail investors in the early stages. Additional support came from digital asset treasury companies outside of Strategy, which added crypto to their balance sheets throughout much of the year.However, JPMorgan observed a clear slowdown in treasury company purchases starting in October 2025, suggesting that this source of demand may play a smaller role going forward compared with regulated investment vehicles and institutions.Venture capital activity shows mixed signalsWhile overall crypto venture capital investment rose modestly in 2025, the report noted a sharp decline in the number of deals, pointing to increased caution among investors. Early-stage funding activity slowed significantly, indicating a more selective environment focused on mature projects with clearer regulatory and revenue visibility.Despite this, JPMorgan expects institutional inflows to remain resilient in 2026 as capital reallocates toward regulated products, large-cap digital assets, and infrastructure plays tied to payments and stablecoins.Outlook: institutional-led growth in 2026JPMorgan concluded that the crypto market is entering a new phase where institutions — not retail speculation — will be the primary driver of capital inflows. With regulation improving and market infrastructure maturing, the bank sees conditions aligning for sustained growth in crypto fund inflows this year.

Prediction markets — once dominated by political hobbyists, retail speculators and opportunistic arbitrageurs — are rapidly professionalizing as Wall Street trading giants move in with capital, talent, and structural advantages.According to a recent report by the Financial Times, major trading firms including DRW, Susquehanna, and crypto hedge fund Tyr Capital are actively building dedicated prediction market trading teams.$200,000 Salaries Signal Institutional CommitmentDRW posted a job listing last week offering base salaries of up to $200,000 for traders tasked with real-time monitoring and trading of active contracts on platforms such as Polymarket and Kalshi.Susquehanna, one of the world’s largest options trading firms, is recruiting traders to:Identify mispriced probabilitiesDetect market anomalies and inefficienciesBuild dedicated sports and event trading strategiesMeanwhile, Tyr Capital continues to hire traders already running complex, multi-market strategies, underscoring how quickly prediction markets are evolving from speculative playgrounds into structured financial venues.Volumes Explode as Institutions Step InThe data justifies the institutional push.Monthly prediction market volume surged from under $100 million in early 2024 to over $8 billion by December 2025Single-day trading volume hit a record $701.7 million on January 12Once liquidity reaches a scale that can support large balance sheets, institutional entry becomes inevitable.Arbitrage, Not Gambling, Drives Wall Street InterestInstitutions and retail traders are no longer playing the same game.Retail participants typically speculate on single-event outcomes, often based on fragmented or narrative-driven information. Institutions, by contrast, focus on:Cross-platform arbitrageProbability mismatches across asset classesHedging macro risk using prediction contractsIn October 2025, Boaz Weinstein, founder of Saba Capital Management, explained that prediction markets offer hedge funds a new price-discovery and hedging tool.He cited an example where Polymarket priced recession risk at 50%, while credit markets implied only ~2%. That divergence created paired trades previously impossible — buying “no recession” contracts while shorting credit instruments priced for economic stability.Market Maker Privilege Changes the GameThe competitive imbalance is growing.Susquehanna is Kalshi’s first official market maker and has secured an event contracts agreement with Robinhood. Market makers receive advantages including:Lower trading feesPreferential trading limitsEnhanced execution infrastructureWhile specific terms are undisclosed, the impact is clear: pricing inefficiencies will disappear fast.Previously, retail traders could exploit discrepancies like:One platform pricing an event at 60%Another pricing the same event at 55%Those opportunities are already vanishing as professional arbitrage desks flatten spreads and correct mispricings in real time.What Comes Next: Financial Engineering Enters Prediction MarketsWith PhDs and six-figure traders now involved, prediction markets are likely to evolve beyond simple binary bets into more complex instruments, including:Multi-event combo contracts (similar to parlays)Time-based probability contractsConditional probability products (B given A)This mirrors the historical evolution of forex, futures, and crypto markets — retail-driven discovery followed by institutional dominance.The Bottom Line for Retail TradersPrediction markets are entering a new phase:Capital scaleTechnological edgeRule-level privilegeThese factors will increasingly determine who profits.Retail participants may still find opportunity in long-tail events or niche markets, but the era of easy gains from simple information asymmetry is fading fast.

According to BlockBeats, data from Coinglass indicates that if Bitcoin's price falls below $94,000, the cumulative liquidation intensity of long positions on major centralized exchanges (CEX) could reach $1.556 billion. Conversely, if Bitcoin surpasses $98,000, the cumulative liquidation intensity of short positions on these exchanges could amount to $749 million.

BlockBeats notes that the liquidation chart does not display the exact number of contracts pending liquidation or their precise value. Instead, the chart's bars represent the relative importance of each liquidation cluster compared to nearby clusters, indicating intensity.

Therefore, the chart illustrates the potential impact on the market when the asset price reaches certain levels. A higher "liquidation bar" suggests a more intense market reaction due to liquidity waves when the price hits that point.

According to Odaily, Arthur Hayes has forecasted in his latest article that the expansion of the Federal Reserve's balance sheet, increased bank lending, and a decrease in mortgage rates by 2026 will lead to further growth in U.S. dollar liquidity. Consequently, Hayes anticipates that Bitcoin will experience a significant rise.

According to Foresight News, Sonic announced via a tweet that its team has successfully recovered 5,829,196 S tokens, which have been proportionally distributed to all affected users.

Previously, Foresight News reported that Sonic had tweeted about the Balancer hack incident involving the Sonic ecosystem project Beets. The two wallets associated with the hacker have been frozen, pending further investigation.

According to PANews, Alchemy Pay, a payment gateway for fiat and cryptocurrency transactions, has received a Money Transmission License (MTL) from the state of South Dakota. This marks the thirteenth state in the United States where Alchemy Pay has obtained such a license.

According to Binance Market Data, BNB dropped below 930 USDT and is now trading at 929.780029 USDT, with 1.97% decrease in 24 hours.

According to Odaily, SolanaFloor announced on the X platform that the total value of Solana's Real World Asset (RWA) ecosystem has surpassed $1 billion, marking a new historical peak.

According to Binance Market Data, Bitcoin dropped below 96,000 USDT and is now trading at 95,986.1875 USDT, with 0.64% increase in 24 hours.

According to Binance Market Data, Ethereum (ETH) dropped below 3,300 USDT and is now trading at 3,294.75 USDT, with 0.86% decrease in 24 hours.

According to PANews, Base APP is set to undergo a strategic shift, focusing primarily on trading to enhance demand and distribution of various assets. Jesse Pollak, co-founder of Base, shared an announcement highlighting three key user feedback points: the app previously emphasized social features excessively, resembling traditional Web2, and lacked support for diverse asset trading; there is a strong market demand for high-quality asset trading; and the information flow should comprehensively display on-chain dynamics, including applications, stocks, prediction markets, and social tokens. In response, Base APP will implement specific adjustments: prioritizing the development of trading functions to drive capital towards rapidly growing asset categories; introducing more high-quality assets on-chain; and adopting a 'finance-first' user experience design that integrates social features, such as copy trading, information flow trading, and leaderboards, on top of financial functionalities.