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MSCI announced on January 7, 2026, that it will not remove Digital Asset Treasury Companies (DATCOs) from its global indices for now and will maintain the current approach. The organization stated that further research is needed to distinguish between "investment companies" and enterprises whose core assets are digital assets, and plans to initiate broader industry consultations to develop new evaluation standards. This move alleviates market concerns about large-scale sell-offs of passive funds and caused the stock price of companies like Strategy (formerly MicroStrategy) to rise by over 6% a

The US trade deficit is a product of the contradictions between the global economic pattern and the domestic economic structure. Its roots lie in manufacturing offshoring, low savings high consumption models, and dollar hegemony. Since the deficit first appeared in 1971, the US has reduced production costs through industry outsourcing, but this has led to a decline in manufacturing's share of GDP from 25% to 10%, exacerbating the hollowing out of the industrial chain. The low savings rate (only 3.8% in 2024) and high consumer demand (accounting for 70% of GDP) force reliance on imports, and th

MSCI announced on January 7, 2026, that it will temporarily not exclude Digital Asset Treasury Companies (DATCOs) from the Global Investable Market Index. Companies holding more than 50% of their total assets in digital assets (such as Strategy Inc.) will maintain their current index treatment. This move aims to buy time to study how to distinguish between "investment-type" and "operational" companies, and plans to initiate broader consultations to develop new assessment standards (such as financial statement indicators). The market responded positively, with Strategy's stock price rising over

Bitcoin price forecast for 2026 shows significant divergence: the bullish camp believes that institutional demand expansion and clearer regulations will drive prices to new all-time highs. The JPMorgan model predicts a theoretical peak of $170,000, while institutions like Standard Chartered and Bernstein have lowered their targets to $150,000. Ripple CEO is more aggressive, predicting prices could reach $180,000-$200,000; cautious views emphasize technical correction risks, with Fidelity noting that if following the four-year cycle, prices could dip to $65,000-$70,000, and CryptoQuant forecast

According to recent on-chain data, Ethereum whales are showing significant divergence and strategic adjustments. The Hyperunit Whale account's ETH long positions are nearing $70 million in unrealized gains, with a total holding cost of approximately $636 million, indicating a phased market confidence rebound in ETH. Meanwhile, the anonymous whale "0x46DB" has been increasing its ETH holdings since December 2025, accumulating a total of 51,374 ETH (worth $160 million) at an average cost of $3,110, creating a subtle game with the current price of $3,100. Notably, some whales are choosing arbitra

Bitcoin's price in 2026 may experience a key breakthrough. After the 2024 halving, supply tightens, coupled with increasing institutional allocation demand and continuous inflows into spot ETFs, reinforcing the long-term bullish logic. If the macro environment warms (such as the Federal Reserve cutting interest rates), or the technological ecosystem improves, it could challenge historical highs. Market consensus generally expects prices to rise to $100,000-$300,000, with an extremely optimistic scenario potentially exceeding $400,000. However, caution is needed regarding risks such as tighteni

The cryptocurrency market has recently experienced increased volatility, with Bitcoin repeatedly oscillating around the $90,000 mark as supply and demand dynamics heat up after the halving; the Ethereum ecosystem remains active, with Layer 2 lock-up volumes surpassing $30 billion, and DeFi innovation accelerating. Institutional funds continue to flow in, with BlackRock's spot ETF holdings exceeding 100,000 BTC. However, regulatory uncertainties still exist, and some countries are tightening compliance requirements. In the short term, market sentiment drives movements, while in the long term, a

Strategic accumulation of Bitcoin requires a long-term perspective and discipline. In the current market volatility, focus on dip-buying opportunities at key support levels (such as $30,000), combined with fundamental signals like halving cycles and institutional holdings data. Maintain a dollar-cost averaging approach to smooth out costs, keep position sizes within 10%-15% of total assets, and avoid excessive leverage. The key is to participate with idle funds, using time to gain space, capturing the scarcity and anti-inflation potential of digital assets, while staying alert to regulatory de

Meme coin ETFs are financial instruments that track the performance of popular meme coins (such as DOGE, SHIB), providing investors with an accessible way to participate in the crypto market. These ETFs reduce the risk associated with individual coins through diversified holdings while maintaining the profit potential from high volatility. It is important to note that meme coins are highly susceptible to social media sentiment, experience significant price fluctuations, and the regulatory environment is still unclear. Investors should fully understand the risks and allocate assets rationally.

The current cryptocurrency market is experiencing increased volatility, making it the right time for strategic accumulation of Bitcoin. As "digital gold," its scarcity (total supply of 21 million coins) and anti-inflation properties are highlighted. Coupled with the approaching halving cycle in 2024, supply contraction may boost price elasticity. Institutional funds continue to flow in (such as ETF approvals), reinforcing long-term consensus. It is recommended to adopt a phased accumulation strategy, control position sizes, and avoid short-term volatility risks, with a 3-5 year cycle to seize

The Federal Reserve FOMC meeting focuses on the direction of monetary policy. The latest decision maintains the benchmark interest rate at 5.25%-5.50%, continuing the tightening stance. The statement emphasizes that the return of inflation to the 2% target still needs to be verified, and the resilience of the employment market supports expectations of a soft landing for the economy. Powell stated that adjustments will be "data-driven," and market opinions on the timing of rate cuts are becoming more divided. This meeting reaffirmed the commitment to fight inflation while leaving room for polic

Binance ABCs: A leading global digital asset trading platform that offers a variety of services including spot trading, futures, and wealth management. With high liquidity and top-tier security (90% of assets stored in cold wallets) as core advantages, it covers over a thousand cryptocurrencies. User-friendly interface, convenient app operation, real-time market data, and advanced tools; includes Binance Academy free courses to help beginners get started. 24/7 customer support with quick response, broad compliance coverage, making it the preferred gateway for users to embrace the crypto ecosys

The US SEC plans to introduce a tokenized stock trading scheme, exploring the issuance and trading of traditional stocks in blockchain form. The plan may allow compliant brokers to provide tokenized stock services through on-chain platforms, enhancing settlement efficiency, reducing costs, and simultaneously strengthening investor protection and anti-money laundering regulation. This move is seen as a key attempt to balance financial innovation with risk control, potentially driving the digital transformation of capital markets, but it requires the improvement of supporting rules such as prici

Most of the Trump family coins are unofficial cryptocurrency projects that ride on his IP, often leveraging Trump's influence to attract supporters. These coins are mostly issued by third parties, emphasizing "political sentiment" or "wealth opportunities," but lack official endorsement. Their prices are easily manipulated by public opinion and can be highly volatile. Some projects have been delisted due to compliance controversies. Investors should be cautious of hype, rationally distinguish between celebrity effects and the essence of crypto assets, and be aware of risks.

The Federal Reserve's repurchase agreement is its core tool for adjusting short-term liquidity. During operations, the Fed buys securities such as government bonds from dealers and agrees to repurchase them in the future (repurchase agreement), which is essentially short-term lending to release funds; upon maturity, securities are sold back to recover funds (reverse repurchase). When market funds are tight or excessive, precise adjustments are made through repurchase and reverse repurchase agreements to stabilize interest rate fluctuations and maintain financial stability. This is an important

Recently, the US political and business circles have been discussing incorporating Bitcoin into the national strategic reserve, attracting global attention. This move is seen as a new attempt to address inflation and challenges to the dollar system, viewing Bitcoin as "digital gold." If implemented, it could strengthen the US's influence in the digital financial sector, encourage many countries to follow suit, and intensify volatility in the crypto market. Currently, the discussion is still in its early stages, but it marks a shift from the marginal to the core recognition of crypto assets by

Bitcoin liquidity refers to its ability to be quickly bought and sold without significantly impacting the price, primarily depending on trading volume and order book depth. Mainstream exchanges have an average daily trading volume exceeding 10 billion, with sufficient depth, resulting in almost no slippage for small retail trades. Institutional participation (such as ETFs and custodial services) and the development of derivatives markets further enhance liquidity. However, in extreme market conditions, large-scale sell-offs may cause short-term liquidity shortages and exacerbate volatility. Ov

#比特币与黄金战争 The "war" between Bitcoin and gold is essentially a generational game of new and old safe-haven assets. Gold stands as a shield with a thousand years of credit, and its physical scarcity makes it hard currency; Bitcoin breaks through with code scarcity and is called "digital gold." The former is favored by the Central Bank, while the latter is sought after by tech elites. Fluctuation and regulation are Bitcoin's shortcomings, while gold is hindered by storage costs. This contest is truly a redefinition of humanity's "ultimate value carrier" under the reconstruction of the mon

The Fed's repurchase agreement plan is its core tool for adjusting short-term liquidity. In operation, the Fed agrees with financial institutions to first purchase the government bonds and other securities they hold (reverse repo) to release funds and then sell them back at maturity; reverse repos absorb excess liquidity in the opposite direction. By flexibly managing funds, it accurately adjusts the federal funds interest rate and stabilizes the money market. For instance, during the pandemic, it was used on a large scale to effectively alleviate the short-term financing pressure on insti

The crypto market continues to show a range-bound pattern, with Bitcoin repeatedly pumping between the $88,000 and $90,000 range, intensifying the Bull vs Bear Battle. On the regulatory side, the SEC still has uncertainties regarding the approval of the Spot ETF, causing market sentiment to fluctuate with the news; institutional Holdings data shows that some long term capital is positioning itself at lower prices. There is a clear differentiation among alts, with narrative zones like AI and L2 being partially active, while overall trading remains cautious. In the short term, attention needs to