USD1 Transaction Battle Nearing End: Top Meme Coins Occupy Top Three Market Cap Spots, Funds Continuously Rotating Among New Meme Coins in the Sector
As of January 22nd, GMGN monitoring data shows the 10-day “USD1 Trading Competition” on BNB Chain has entered its seventh day. Currently, the top three tokens by market cap are all established meme coins: EGL1, CDL, and Liberty. Notably, EGL1 and Liberty also participated in a USD1 trading competition on BSC last May through July.
In contrast, newly emerged meme coins have seen mixed performance. Previously surging tokens like “BIG DON” and “An” have retraced more than 70% from their peaks, with current market caps around $17 million each—ranking fourth and fifth, respectively. Other popular new coins, such as “1,” now have market caps under $5 million, while “memes” has dropped to roughly $8.7 million.
Additionally, several USD1 pool meme coins have spiked today, including “Polar Bear 2026” and “One,” with their market caps once jumping by over $10 million. This signals ongoing capital rotation within the relevant sector.
Reportedly, the top three winners of this trading comp
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Musk: X to Upgrade AI Recommendation System, Ad Delivery to Be Interest-based
On January 22, Musk said: “X’s AI recommendation system will be very impressive by midyear and reach a stunning level by year-end.
Additionally, ads on X will be more geared toward showing users content they’re actually interested in—not irrelevant junk ads.”
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A certain whale has once again increased their DASH short position, with the overall position currently showing a unrealized gain of $5.52 million.
On January 22nd, on-chain analyst Ai Auntie (@ai_9684xtpa) noted that address 0x94d...33814 — which holds a $358 million long position across ETH, BTC, and SOL — has added to its DASH short position again. This is the only short position among its four current holdings, with an overall unrealized gain of $5.52 million.
Holdings breakdown:
- ETH Long: 67,425.59 coins | $2.34M unrealized gain
- BTC Long: 968.1 coins | $1.022M unrealized gain
- SOL Long: 527,399.75 coins | $1.289M unrealized gain
- DASH Short: 107,986.36 coins (≈$7.25M value) | $0.87M unrealized gain
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「Strategy Opposition Trade」 Increased Short Position on DASH, Single-Coin Unrealized Gain of $860,000
January 22 — Per HyperInsight monitoring, the "Strategy Whale" has just expanded its DASH short position. It now holds a 107,986.36 DASH short with 5x leverage, at an average entry price of $75.22. The position’s total unrealized profit is $860,000, making it the largest DASH short on Hyperliquid (link: app.hyperliquid.xyz/join/NTOD).
The same address also holds short positions on BTC, ETH, and SOL, with a cumulative unrealized profit of $7.63 million.
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CZ Davos Speech Summary: Bright Outlook for Tokenization, Payments, and AI; Establishing a Global Cryptocurrency Regulatory Framework Still Faces Challenges
**Jan. 22 – Binance founder Changpeng Zhao (CZ) spoke Tuesday at the “Financial New Era” panel during the World Economic Forum in Davos, sharing key insights on crypto, banking, and regulation:**
- **Crypto’s future focus**: Exchanges and stablecoins already have large-scale validation, with three promising directions: national-level asset tokenization, crypto as an “invisible” underlying payment channel, and AI agents using crypto as their native currency for autonomous trading.
- **Banking industry shift**: Banks’ core risk stems from the fractional reserve system. Physical branches will shrink sharply over the next 10 years as consumers increasingly skip in-person visits. ING led the push for online banking, and crypto tech + electronic KYC are accelerating this transformation—banks remain critical, but their industry form is being redefined.
- **Meme tokens’ outlook**: Meme tokens are highly risky and speculative (similar to past NFTs and the Metaverse). While Dogecoin (with
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