Coinbase and Crypto ISAC Expand Automated Threat Intelligence Sharing to Strengthen Financial Ecosystem Security

On January 28, Trump took to Twitter to tout the S&P 500’s first-ever close above 7,000 points: “Historic First! The U.S. economy is back strong!!!” Per Bitget market data, the S&P 500 stood at roughly 1,450 points in early 2000. Over the past 26 years, it has delivered an annualized return of ~6.5%, with a dividend-inclusive compound annual growth rate (CAGR) of ~7.5%-8%. Over the last five years, the index has posted strong gains: it opened around 3,700 points in 2021, rising ~90% over the period for an annualized return of ~13.8%. Its dividend-inclusive CAGR reaches 14.5%. During the 2022 bear market, the S&P 500 only pulled back ~18%, and since 2023, it has benefited from sustained surges in AI, tech, and economic recovery.

On January 28, U.S. publicly traded Bitcoin treasury firm Strive announced it has completed the issuance of SATA shares (including an oversubscribed follow-on offering) and the Semler note exchange. The company purchased 333.89 Bitcoins at an average price of $89,851, bringing its total holdings to 13,131.82 Bitcoins—making Strive the world’s tenth-largest corporate holder of Bitcoin.

January 28th — BitMine Director Tom Lee commented on the upcoming Ethereum ERC-8004 AI Agent Standard, noting that AI agents will pose future security challenges since agent systems will operate outside the "walled garden" of their existing setups. A key question: How do real-world systems verify if instructions are genuine? Smart contract blockchains can act as a way to confirm command origins, track payment activity, and handle final settlements — a strong use case for Ethereum. Notably, Ethereum is the only smart contract platform with 100% uptime since its launch, a critical metric for trust and reliability. Earlier today, Ethereum officially revealed the ERC-8004 standard is set to go live on the mainnet. By implementing a discovery mechanism and portable reputation system, ERC-8004 enables AI agents to interact across various organizations, ensuring reputation portability across networks. This unlocks a global market for AI service interoperability.

On January 28, Bitget market data shows U.S. stock markets opened with gains across the three major indexes, with the S&P 500 Index crossing the 7,000-point mark for the first time. U.S. crypto-related stocks rose broadly, including: - MicroStrategy (MSTR): +2.01% - Coinbase (COIN): +1.1% - Circle (CRCL): +3.8% - MARA Holdings (MARA): +0.57% - Riot Blockchain (RIOT): +1.77% - Bit Digital Inc. (BTBT): +2.6% - Sphere 3D (ANY): +2.0%

On January 28, Arkham Data reports Grayscale transferred 4,821 ETH (valued at $14.6 million) to Coinbase Prime’s hot wallet address 15 minutes prior, suggesting a potential sell-off.

On January 28, ahead of tonight’s Fed rate decision, CME FedWatch data shows the probability of a 25-basis-point rate cut is just 2.8%, while the odds of a pause in rate cuts stand at 97.2%. Markets are now growing concerned whether the Fed will enter a prolonged wait-and-see phase after this “on-hold” pause—and if the pause will quietly shift to the end of rate cuts. Current data also reveals: - 10.2% probability of no further rate cuts for all of 2026 - 28.8% chance of a cumulative 25-basis-point cut this year - 33% odds of a 50-basis-point cumulative cut - 19.8% probability of 75 basis points in total cuts - 6.8% chance of 100 basis points - 1.3% odds of 125 basis points