Cryptocurrency News
January 31 Hot Topics:
1. Norway's sovereign wealth fund's indirect BTC holdings are expected to grow by 149% to 9,573 coins by 2025.
2. Michael Saylor: Kevin Warsh will become the first Federal Reserve Chairman to support Bitcoin.
3. Federal Reserve's Waller: Supports a 25 basis point rate cut to stimulate economic activity.
4. SEC Chairman and CFTC Chairman launch Project Crypto to unify cryptocurrency regulation.
5. Insider trading lawsuit against Coinbase Global Inc. allowed to proceed.
Trading Insights
Trend investing focuses purely on market trends, observing capital momentum, and aligning with the economic conditions of the asset. When the trend is clear, follow the trend, take profits or cut losses when the trend breaks, primarily earning from the trend.
Value investing looks solely at the future growth potential of the asset, paying little attention to short-term PE ratios. If the pricing over the next 5 or even 10 years shows significant potential, regardless of current high or low prices, buy and hold, primarily earning from the long-term growth of the asset.
Quality investing focuses on the divergence between price and value. Buy more as the price falls significantly below actual value, and gradually sell as the price returns, primarily earning from the correction of mispricing.
Each strategy has its pros and cons, and performance varies greatly across different market styles. 1 is more suited for fast-switching styles in volatile markets, 2 is suitable for large trends, 3 often performs better than the index in bear markets, and 4 is more of a jack-of-all-trades.
LIFE IS LIKE
A JOURNEY ▲
Below are the real trading signals from the Big White Community this week. Congratulations to those who followed along. If your trades are not going well, you can come and test the waters.
The data is real, and each trade has a screenshot from when it was issued.
**Search for the public account: *Big White Talks Coins*
Bilibili and YouTube account: Daquan777
BTC
Analysis
Today, Tether also released its financial report, which includes a total profit exceeding $10 billion for 2025. This figure looks very large and enticing, but compared to over $13 billion in 2024, Tether's annual profit has decreased by 23%.
Tether's main source of profit comes from the interest income of holding a large amount of U.S. Treasury bonds. The holdings for 2025 reached $122.3 billion (about 63% of total assets), an increase of about 29% from $94.5 billion in 2024. Cash equivalents such as overnight and term reverse repurchase agreements also grew from about $17.4 billion in 2024 to about $24.9 billion in 2025. However, multiple rate cuts by the Federal Reserve in 2025 led to a decline in yields, directly compressing profit margins.
Additionally, Tether's holdings in precious metals (including gold) increased to $174.5 billion in 2025, a growth of about 229% compared to $5.3 billion in 2024. The significant rise in precious metals in 2025 also provided Tether with substantial returns, but on the other hand, the yields from U.S. Treasuries would be lower.
A pullback near 80,000 can be a buying opportunity, with a rebound target around 83,500-85,200. If it rebounds to around 84,400-85,200, consider shorting, targeting 82,500-81,300.
ETH
Analysis
This week, three bearish factors have all materialized, and now only the government shutdown remains. From the current information, it seems highly likely that the U.S. government will shut down next Monday, but this shutdown is expected to be brief, as the Senate is advancing an agreement that includes a short-term continuing resolution and several annual appropriations bills. However, the House of Representatives is currently in recess and will not return to vote until Monday afternoon (Monday evening Beijing time). Therefore, it is likely that the shutdown will still be in effect on Monday morning, but may end in the afternoon or later that day, depending on the voting progress in the House. Currently, Kalshi generally believes that the shutdown could last about 1-2 days. Thus, this shutdown is not expected to have a significant impact on the market, and even during the shutdown, not all departments will be affected. A pullback near 2,555-2,511 can be a buying opportunity, with a rebound target around 2,700-2,780.
Disclaimer: The above content is personal opinion and for reference only! It does not constitute specific trading advice and does not bear legal responsibility. Market conditions change rapidly, and the article may have some lag. If you have any questions, feel free to consult.
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