NullWhisperer

【Blockchain Rhythm】The Federal Reserve's policy signals have been somewhat subtle lately. Official "mouthpiece" Nick Timiraos recently published an analysis suggesting that the upcoming December Consumer Price Index (CPI) data may not be enough to prompt the Fed to change its current wait-and-see stance.
What is his core point? It is that Federal Reserve officials want to see more solid evidence—that inflation needs to stabilize and continue to decline—before considering further rate cuts.
Let's review recent actions: The Federal Reserve has lowered the benchmark interest rate at each of the past three meetings, with the most recent one in December. Interestingly, their reason for doing so is not because inflation has fallen, but due to concerns about the labor market—fearing that employment data might decline faster than expected.
So, when can we expect to see another rate cut? Federal Reserve officials need to see new signals—either the labor market begins to deteriorate noticeably or there is increased price pressure.

After the US December CPI is released, the market reaction will vary depending on the data performance. If the data is below expectations, gold prices may rise rapidly; if it meets expectations, gold prices will remain in a consolidation phase; if it exceeds expectations, gold prices may face short-term pressure, but the long-term risk of stagflation could increase the attractiveness of gold.

Figure Technologies (FIGR) recently received positive news, with Bernstein analysts raising the target stock price from $54 to $72, citing its significant advantages in the blockchain lending sector. In the fourth quarter of last year, Figure's consumer loan market size reached $2.7 billion, with tokenized loans accounting for 46%. The company is also expanding its product line by launching various types of loans, demonstrating long-term growth potential.

A prediction market trader placed 53 bets within 8 days, losing $2.36 million, with a win rate of only 47.2%. Although profitable bets offer high returns, the losses were not recovered at all, highlighting the importance of risk management and emphasizing that high-frequency betting does not equate to winning.

【Block Rhythm】 Monitoring data shows that in the past half hour, a well-known ZEC short whale has adjusted its position. This whale address reduced its holdings by 3,776.39 ZEC, equivalent to approximately $1,465,000, partially taking profits on its short positions.
Currently, this short still holds about $5.933 million worth of ZEC short positions, with an unrealized profit of around $239,600, maintaining a return of about 20%, with an average price stuck at $419.89. Based on a liquidation price of $3,183.01, there is still a considerable safety margin.
This address is quite famous in the crypto market — it started shorting ZEC massively from the $184 level, once facing an unrealized loss of $21 million, but later managed to turn losses into gains. Now, this whale not only maintains huge short positions in ZEC but also holds sizable short positions in ETH and MON, indicating a bearish outlook on the overall market.

A novice trader, just a few days into contract trading, used 40x leverage to short Bitcoin, with a position of $11.57 million, but is currently floating at a loss of $75,000. This story reveals the risks of high leverage trading and the harsh reality of the market.

On January 13th, a whale address named "Lightning Reverse" drew attention. The address reduced 83.21 BTC to take profits of approximately $7.607 million and simultaneously cleared $10.681 million of ETH long positions. This rapid shift in trading style is worth the attention of market participants.

A part-time professor at a certain university believes that stablecoins will not threaten the banking industry and may even increase bank deposits. He pointed out that the demand for stablecoins mainly comes from overseas and is not a substitute for domestic deposits. He emphasized that banks should focus on competition and consumer rights rather than solely on their own profits.

A trader known for establishing short positions in ZEC recently continued to expand their short positions, shorting 52,919 UNI and 12,343,807 WLFI with 10x leverage, with unrealized gains of $6.9 million, continuing their aggressive trading style.

On January 13th, on-chain data showed that an investor simultaneously placed a $140 million short bet on the three major mainstream cryptocurrencies, using 20x leverage. Among them, the BTC short position was the largest at $69.93 million, with SOL and ETH at $50.3 million and $20 million respectively. This high-risk operation indicates market divergence, with bears believing there is room for correction, and ordinary investors should pay attention to such whale movements.

Former New York City Mayor Eric Adams launches a cryptocurrency called "NYC Token" to raise funds to combat anti-Semitism and promote blockchain education for children. Although the market cap once reached $200 million, it quickly fell back to $93.98 million. The new mayor explicitly stated he would not buy it and warned investors to exercise caution.

Today at 07:16, on-chain data shows that Stake.com conducted an internal transfer of 2000 ETH, worth approximately $6.18 million. Such large transfers reflect strategic adjustments by market participants and are worth paying attention to.

If the U.S. Supreme Court rules that the government's tariff policies are illegal, it could lead to compensation of hundreds of billions of dollars, putting immense pressure on the national finances, potentially triggering fluctuations in the financial system, affecting the dollar's trend and global capital flows. Investors should pay attention to the timing and reasons for the ruling.

【区块律动】比特币强势上攻，1月13日再度突破92000美元关口，最新成交价报92058美元。从技术面看，BTC在近期波动中逐步抬高支撑位，这一突破进一步巩固了短期反弹的力度。

Bitcoin Core's new key holder, TheCharlatan, officially joins as the sixth core commit permission holder, supported by 20 community core contributors. He focuses on software reproducibility and verification logic research, which is crucial for the stable operation of Bitcoin Core.