US HYPE spot ETF has recorded a net fund inflow of $300 million since its launch this month.

Jan3 CEO Samson Mow today asserted that Bitcoin has reached its bottom. His core argument is that Bitcoin hit its then all-time high 37 days before the April 2024 halving, an anomaly indicating the traditional four-year halving cycle has accelerated, rendering historically reliable timing patterns no longer applicable. “Even if you believe in the cycle, you should conclude that it has accelerated.” However, the market is far from reaching a consensus: Markus Thielen, founder of 10x Research, believes the bottom is more likely at $55,000, with a time window between August and October; BitMex co-founder Arthur Hayes is more bearish, predicting Bitcoin will hit roughly $40,000 within six months; senior analyst James Van Straten notes that Bitcoin is currently testing its 200-week moving average, with on-chain data suggesting the $50,000–$54,000 range could be the next key battleground. Since 2011, every major Bitcoin bear market has only confirmed its cycle bottom after falling below its realized price, and this signal has not yet emerged in the current cycle.

Galaxy Digital CEO Mike Novogratz stated that the core reason for Bitcoin’s recent decline is a "confidence collapse triggered by Strategy". The issue extends beyond Bitcoin’s price itself: concerns over Strategy’s financing model are spreading across the market. As the world’s largest public corporate holder of Bitcoin, Strategy’s stocks and senior securities have become key metrics for traders to gauge Bitcoin market risk. Earlier, the company’s Bitcoin flywheel effect came under pressure, with its stock once trading below the value of its Bitcoin holdings—meaning its years-long reliance on the "issuing stock at a premium to raise funds for Bitcoin purchases" model is now facing challenges. Novogratz bluntly noted that STRC (Strategy’s ticker) is trading weakly, and it should have held steady around $100. Currently, Strategy’s annual dividend obligations have risen to roughly $1.2 billion, and shrinking cash reserves have cut the dividend coverage period to just about 14 months. On the macro front, Bitcoin also faces pressure. Novogratz summed up the current market logic as "a strong dollar means a weak Bitcoin": hawkish central bank signals and a strengthening US dollar are suppressing demand for risk assets. Technically, the $59,000 to $60,000 range has become a critical support level for Bitcoin; a break below could open downside space to $45,000. Novogratz also admitted the current situation is complex, with an equal 50/50 probability of a rebound or deep correction. ETF outflows, weak liquidity, and cautious positioning in the options market further confirm the market’s fragile sentiment. Today, Strategy’s balance sheet health, STRC’s price performance, and cash position are no longer just company-level issues—they have evolved into a confidence signal for the entire Bitcoin market.

Etherlink has issued a security alert, announcing that its Etherlink EVM Bridge was subjected to an attack attempt. As a preventive measure, all transfers have been suspended to protect user funds, and no losses have been recorded so far. Etherlink is working closely with LayerZero, Asymmetric Research, and Zeeve to investigate the incident and ensure the attack attempt is fully mitigated. No timeline for restoring services has been established.

The U.S. Permanent Representative to the United States stated that the U.S. will continue taking necessary actions to destroy Iran’s infrastructure used to control the Strait of Hormuz. If Iran believes Trump will stand idly by while it attacks shipping and U.S. bases, it is mistaken. Iran must either choose to be a responsible country or continue on a path leading to its own destruction.

On-chain detective ZachXBT stated that during X Platform’s migration from its traditional direct messaging system to XChat, multiple technical bugs emerged. Additionally, the platform’s search function has become less reliable, hurting information retrieval efficiency. More critically, X’s algorithm has created a “traffic dilemma” for cryptocurrency content, causing such posts to be confined to the crypto niche and reducing their ability to reach a broader audience.

According to official announcements, ForeGate Supercomputing Database, in collaboration with Michael Owen, OKX, WEEX, and OnebullEX, has officially released the *ForeGate 2026 World Cup Winning Guide* mid-tournament research report. The report integrates ForeGate’s AI prediction model and OKX.ai’s data path simulation to systematically analyze the 48 participating teams in the 2026 FIFA World Cup (co-hosted by the U.S., Canada, and Mexico), covering their qualification odds, advancement paths, championship win probabilities, win/draw/loss trends, and handicap betting tendencies. The model currently boasts an overall prediction accuracy rate of 93.8%, demonstrating strong advantages in match outcome responsiveness, points calibration, and potential matchup path judgment. ForeGate stated that during the World Cup, it will continuously update its predictions based on match results, team form, and model simulation outcomes to help users understand the probabilistic logic behind schedule changes. Additionally, ForeGate’s million-dollar World Cup prediction campaign is ongoing, where users can participate in match predictions to split the $1 million prize pool.