OnChainDetective

Universal Robot Network Fabric launches its native token ROBO, which will be publicly sold through Kaito Capital Launchpad on January 26. The current valuation is $400 million, with a fundraising goal of $2 million, and the token accounts for 0.5% of the total supply. 40% of the public sale proceeds will be prioritized for the ecosystem community, reflecting the importance placed on collaborators.

The bond market has recently experienced changes, and investors' expectations for the Federal Reserve's future interest rate cuts are facing challenges. Economic data and macroeconomic factors influence judgment, which may lead to risk assets being re-priced and subsequently affecting other asset classes.

Gold prices hit a new high of $4957, but long positions have fallen from 300,000 contracts to 200,000 contracts, indicating that non-speculative funds are driving the rally. Analysts say that the decrease in positions actually provides room for gold prices to rise, while the weakening of the US dollar index may reflect central banks around the world adjusting their asset allocations, pushing gold prices higher.

Recently, a meme coin called "memes" appeared on the BSC chain, with a transaction fee of 6352 BNB, ranking first on the fee leaderboard. This coin has a market cap of 8.6 million USD, but the fee is close to 66% of its market cap, indicating an unusually high trading activity. Liquidity providers can share rewards of approximately 3.79 million USD, the liquidity pool's TVL is about 300,000 USD, and the 24-hour trading volume reaches 14.88 million USD, reflecting frequent inflows and outflows of funds.

【Blockchain Rhythm】Significant changes have occurred in the Japanese government bond market. On January 23, the yield on the 2-year Japanese government bond broke through the 1.245% mark, reaching a new high since 1996. This data shift reflects adjustments in the Bank of Japan's policy environment and market expectations, which could have ripple effects on global financial markets, including cryptocurrency valuations. The appearance of historical highs often signals a turning point in market sentiment and risk pricing.

Recently, a well-known project advisor established a 5x leveraged long position of 340,000 ZRO on an on-chain data monitoring platform, valued at nearly $800,000. His trading pace indicates a strong optimism about ZRO's future trend, and the spot holdings have also appreciated significantly. The accumulation behavior of such large investors usually reflects confidence in the project's fundamentals and is worth the attention of market participants.

【Crypto World】According to the latest on-chain data tracking, the average daily active addresses on the Ethereum mainnet have surpassed the total of all Layer 2 networks. This comparison is quite interesting — although everyone talks about how fast and cheap Layer 2 solutions are, in terms of user activity, the appeal of the Ethereum mainnet remains undiminished.

On January 23rd, a super whale address named "Commander-in-Chief of the Air Force" quickly rebounded after clearing $199 million, with holdings increasing to $305 million. The whale surged in short positions on major cryptocurrencies such as BTC and ETH, and heavily shorted SOL, indicating a aggressive market strategy.

【Crypto World】On-chain data shows that Tom Lee's Bitmine fund has just pledged another 171,264 ETH, worth approximately $500 million at current market prices. This is not their first move — historically, Bitmine has accumulated over 1.94 million ETH in staking, with a total market value exceeding $5.7 billion. Such large-scale staking behavior reflects institutional confidence in Ethereum's long-term prospects and is a whale signal worth paying attention to in the market. For retail investors, these types of data often reveal the true intentions of smart money.

An early investor in Pendle recently transferred 1.8 million PENDLE tokens to an exchange, valued at approximately $3.83 million. These tokens have increased nearly 15 times over the past three years, reflecting large holders adjusting their positions amid market volatility. The market judgment of institutional investors is worth paying attention to.

MicroStrategy CEO Michael Saylor revealed that the company will continue to buy Bitcoin and never sell, demonstrating strong confidence in Bitcoin's long-term value. This strategy reflects institutional investors' recognition of Bitcoin as a store of value, potentially stabilizing market expectations and driving the maturity of the Bitcoin ecosystem.

Recent discussions about meme coins have once again attracted attention. Some believe that meme coins are about to decline, but this is a one-sided interpretation of the market situation. Industry insiders point out that meme coins with cultural value may persist, while investors who follow trends blindly are often at risk of losses. Rational and well-researched investors are better equipped to handle market fluctuations.

The AI computing wave in the United States is developing rapidly, but it has sparked opposition from the community, with states concerned about the pressure on infrastructure from data centers. Unlike Bitcoin mining, the continuous electricity consumption of AI data centers has a more significant impact on the power grid, leading to stricter regulatory policies to address the conflict between industry growth and infrastructure expansion.

The well-known wallet address 5AahUC purchased 20.07 million SKR tokens for $269,000 within 48 hours, with an initial cost of $102,000. The current unrealized profit is $75,000, with a return rate of 279%. This operation is relatively rare in the market and warrants attention to its subsequent developments.

A founder of a leading exchange clarified at the Davos Forum that he did not have a formal meeting with Trump but attended the Peace Committee meeting. He congratulated Trump's team on promoting nine peace agreements, demonstrating the crypto sector's concern for U.S. policies and international peace, and reflecting the subtle influence of market dynamics.

【BlockBeats】On January 22, the US third-quarter GDP data was released. The annualized quarterly real GDP growth rate was finalized at 4.4%, slightly above the previous forecast of 4.30%, and flat compared to the previous quarter. This set of data reflects that the US economic growth momentum remains stable and provides the market with new macroeconomic reference points. For traders who focus on global economic trends, such data often influence Federal Reserve policy expectations and subsequently impact the risk sentiment in the cryptocurrency market.

The Dutch House of Representatives is currently engaged in intense discussions on amending the Box 3 tax system. The plan is to start taxing unrealized gains from cryptocurrencies, stocks, and bonds from 2028. Despite controversy, it is expected to gain majority support. This will require Dutch crypto asset holders to plan their taxes in advance.

【Crypto World】After the recent governance voting on the Ontology mainnet, the Gas fee optimization plan has been officially implemented. The minimum Gas price has been significantly reduced from 2,500 to 500, a decrease of up to 80%. This adjustment will substantially lower users' transaction costs within the Ontology ecosystem, further enhancing the economic efficiency of on-chain operations. By reducing Gas consumption, this optimization is expected to attract more developers and users to participate in ecosystem development, while also strengthening competitiveness with other public chains.

A leading contract trading platform has launched a new VIP service with the "lowest fees and the most generous benefits," offering a refined fee structure and integrated privileges to create a low-cost trading environment for high-frequency traders and high-net-worth users. Since July, VIP users have saved $289 million in fees and earned $75.4 million through financial products, actively participating in multi-asset allocation, reflecting market demand for the integration of cryptocurrencies and traditional finance.

The UXLINK team staked a total of 10,937,500 UXLINK tokens in the latest token unlock, with no sales conducted, reflecting confidence in the project's long-term value. They believe that the market has not yet fully recognized UXLINK's potential in Web3 social and AI infrastructure, so they choose to be patient and wait to unlock more growth potential.