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The Optimism DAO is currently voting on a proposal to use 50% of monthly revenue from Superchain for OP token buybacks. This contentious decision could significantly impact the project's future, with supporters arguing it stabilizes prices and critics warning of financial flexibility risks.

Concerns over quantum computing, particularly Shor's algorithm, are debated as factors behind Bitcoin's price stagnation. While some investors cite quantum risk, others attribute market behavior to supply dynamics and whale selling, suggesting a disconnect between immediate market factors and long-term technological threats.

In early 2026, Bitcoin rose approximately 7% to a peak of $97,000 before adjusting to around $83,500. The market is shifting due to the emergence of institutional products like Digital Asset Trusts and ETFs, changing market dynamics and portfolio structures. Political instability in the U.S. heightened interest in Bitcoin as a non-sovereign asset, while small investors shifted focus to sectors like AI and quantum computing. To sustain further growth, catalysts such as broader asset inclusion by institutions and the revival of wealth effects are necessary.

The recent surge in spot Bitcoin and Ethereum ETFs in the US has attracted billions in institutional investments, indicating a significant market shift. This trend reflects a strategic repositioning by investors ahead of anticipated regulatory changes in 2026.

As of January 2026, Bitcoin has seen a 13.27% decline, while gold has risen by over 80%, raising doubts about Bitcoin as "digital gold." Bitcoin maximalists view this as a market shift, suggesting current weakness reflects a supply distribution rather than demand loss, and anticipate a future rotation towards Bitcoin as traditional assets peak.

The time constraints that have separated cryptocurrencies from traditional financial markets are now about to disappear. With the acceleration of tokenization and digital payments, 2026 will mark the year when capital markets operate 24/7 in full swing. The significance of this transformation is not merely an extension of trading hours. It will fundamentally shake the structures of institutional investors' operational frameworks, capital allocation strategies, and risk management methods.
Why is a 24/7 market inevitable? — The payment revolution through tokenization
Currently, capital markets are still operated based on assumptions made over 100 years ago. Trading hours are limited, settlements take several days, and collateral management relies on manual processes. However, this system is rapidly changing.

a16z's annual "Big Ideas" report continues to attract attention this year. Multiple investment teams analyzing the technology industry in 2026 have identified a major shift. It is that AI is no longer just a standalone tool but is becoming the infrastructure of entire companies. In particular, the evolution of the modern data stack is becoming central to this transformation.
Over the past year, breakthroughs in AI have shifted significantly from improvements in model performance to actual system-level functionalities. Capabilities necessary for real-world operations, such as understanding long-term time series, maintaining consistency, executing complex tasks, and coordinating among multiple agents, have begun to be integrated. Along with this, the focus of innovation across industries is also shifting from just

Mario Götze, the German football star, is transitioning into a second career in venture capital after his professional sports journey. With a strategic focus on innovative sectors through his investment vehicle, Companion-M, he exemplifies an ideal model for athletes' post-career planning.

A significant liquidation event in the cryptocurrency market occurred, with a total of $236 million liquidated in 24 hours. Long positions dominated, accounting for 83% of the total, led by Bitcoin and Ethereum. This indicates a shift in market sentiment amid recent adjustments.

On December 31, $109 million in contracts were liquidated in the cryptocurrency futures market, indicating high volatility. Bitcoin led with over $30 million in liquidations, predominantly from long positions, while Ethereum saw $21.9 million in liquidations, with significant activity around the $4500 mark.

Michael Saylor discusses Bitcoin's significant evolution in 2025, emphasizing its shift from speculative asset to a recognized corporate asset. He highlights key structural changes, including increased corporate adoption and regulatory support, while advocating for long-term investment perspectives over short-term price fluctuations.

The Chicago Board Options Exchange (CBOE) is advancing the application for a cryptocurrency ETF from asset management company VanEck, seeking formal approval from the SEC. This ETF offers advantages for individual investors, including regulated custodial services, ensuring the safety and transparency of Bitcoin investments. The SEC's review process is ongoing, potentially leading to the establishment of a Bitcoin ETF market for retail investors.

Recently, the cryptocurrency market sentiment has experienced a significant shift, with the Alternative.me Fear and Greed Index jumping from neutral to 61 points, indicating that investors are regaining confidence in the market. Bitcoin price movements have driven the sentiment rebound, but investors should be cautious of the risks of extreme greed, maintaining rationality and risk control. The market still needs to observe the sustainability of this greed-driven trend.

According to CryptoQuant data, Binance recorded significant ETH net inflows during Christmas, indicating that investors are preparing to sell. The EMA indicator has shifted to show increased short-term selling intent. The net inflow did not immediately trigger a price decline but instead suggests that large holders are layering and cashing out. Ethereum is currently in a bear market, and a short-term rebound could become a selling opportunity, so patience is needed to wait for bottom confirmation signals.

Recent changes in the Bitcoin derivatives market show a significant drop in open interest, indicating ongoing deleveraging. The occurrence of a short squeeze amid rising prices suggests a potential market transition, though experts warn the market is not yet structurally bullish.

According to veteran macro trader analysis, 2026 is likely to be a turning point where long-term U.S. Treasuries outperform the stock market. This view is not just market sentiment but is based on the convergence of financial structures, policy constraints, and market positioning in an unprecedented way. Gold is signaling deflation rather than a warning of sustained inflation, U.S. interest payment pressures are reaching a critical point, and excessively accumulated short positions could trigger a sharp short squeeze during market reversals. These combined factors are creating an "asymmetric upside potential" for bond investments.
Why does a sharp rise in gold prices serve as a deflation signal? Examination of historical patterns
Generally, a rise in gold prices indicates