173rd Ethereum All Core Developers Meeting: Glamsterdam Upgrade Faces Schedule Pressure

Bitcoin topped $90,000 on January 24, per HTX market data, with a 1.4% 24-hour gain.

On January 24, Eric Trump—Donald Trump’s second son—took to social media to note that USD1’s market capitalization has surpassed that of PayPal’s stablecoin PYUSD. This marks a significant milestone for USD1: it isn’t just about cryptocurrency; it’s about shaping the future of global money.

On January 24, Binance founder Changpeng Zhao (CZ) was asked in a CNBC interview at Davos: “If you could start over, what would you do differently?” His response: “I’d block U.S. users from day one. That’s the key—regulation is the core issue. Back when we launched the platform, we had U.S. users; at the time, I was in Shanghai, and we were just a small tech startup. Some six years later, we learned this put us in violation of the Bank Secrecy Act. If I’d known that then, if I could do it all over, I’d definitely block U.S. users from day one—way less hassle.”

On January 23, Binance founder CZ told CNBC in a Davos interview: “I don’t trade—I only hold Bitcoin and BNB. Years back, I tried trading and lost money, then realized I’m a developer, not a trader. Bitcoin’s short-term price moves are totally unpredictable, but its long-term performance is easy to forecast. Over a one-year window, I can’t say for sure about 2026—but I strongly believe Bitcoin will enter a supercycle that year. Historically, Bitcoin has followed a four-year cycle: new all-time highs roughly every four years, then a pullback. But this year, with strong crypto support in the U.S. and other countries following suit, we could break that traditional four-year cycle.”

Coinbase Institutional’s latest **Charting Crypto report**, released January 23, states the crypto market’s structural foundation has strengthened in early 2026 following a late-2025 correction. The report emphasizes improved market positioning and a more balanced environment—trends expected to persist through Q1 2026. David Duong, Global Head of Investment Research at Coinbase Institutional, noted: “While the shadow of last year’s high-leverage liquidations lingers, we remain constructive on the crypto market’s early-year outlook. That said, there are several reasons for optimism heading into Q1 2026.” The report adds the Q4 2025 pullback cleared excessive leverage and speculative positions, returning the market to a healthier state. Current conditions do not signal a return to risk appetite, but rather reflect a need for adjustment. Investor participation remains active but more cautious, with position allocations more rational and orderly than during the expansion phase. Co

On January 23, LookOnChain monitoring data shows a "whale" has deposited another 250,000 USDC into Hyperliquid, further expanding its ETH long position. Current holdings total 4,450 ETH (roughly $12.94 million), with a liquidation price of $2,841.97.