Important information last night and this morning (January 5th - January 6th)

The Federal Reserve updates its four rotating voting committee members for 2025, and the "hawkish" tilt may lead to more disagreements

According to the official website of the Federal Reserve, the Federal Reserve will welcome two "hawkish" voting members, one "dovish" voting member and one neutral voting member in 2025. Chicago Fed President Austan D. Goolsbee, Boston Fed President President Susan M. Collins, St. Louis Fed President Alberto G. Musalem, Kansas City Fed President Jeffrey R. Schmid will become the new rotating voting committee, replacing the four rotating voting committee members in 2024: Richmond Fed President Thomas I. Barkin, Atlanta Fed President Raphael W. Bostic, San Francisco Fed President Federal Reserve Bank President Mary C. Daly, Cleveland Fed President Beth M. Hammack. Bloomberg analysis believes that the positions of the Federal Open Market Committee (FOMC) voting committee in 2025 will be more dispersed, and the neutrality will be reduced, which may lead to more disagreements. Barron's believes that the rotating voting committee may tilt the Federal Reserve towards a "hawkish" stance in its decision-making in 2025. Reuters analysis believes that as time goes by, Fed policymakers may once again find differences between them, especially if the labor market cools faster than inflation. The rise of more hawkish votes on the FOMC may heighten the risk of disagreement, although it may not change the policy outcome. According to the official website of the Federal Reserve, the Federal Reserve will hold a total of 8 meetings in 2025, in January, March, May, June, July, September, October and December. The dot plot released by the Federal Reserve in December 2024 shows that the Federal Reserve has lowered the number of future interest rate cuts. The number of interest rate cuts in 2025 has been reduced from 4 times predicted in September to 2 times. The median interest rate forecast has been raised from 3.4% in September to 3.9%. %.

Aave governance proposal plans to link Ethena’s USDe to USDT, causing community concerns

According to Protos, the Aave Governance Forum recently put forward a proposal to link USDe to Tether’s USDT at a 1:1 ratio. This proposal has raised concerns about potential conflicts of interest, especially given the risks of decoupling between the two. difference. The proposal, currently in the solicitation stage, aims to replace the existing Chainlink USDe/USD oracles by hardcoding the USDe price to match the USDT price in the Aave pricing feed, ensuring seamless integration and reducing the risk of USDe price fluctuations. The interruption comes. However, two of the proposal's co-authors are from Ethena-affiliated risk management firms ChaosLabs and LlamaRisk, prompting MakerDAO community member "ImperiumPaper" to question conflicts of interest, likening it to a real estate agent representing both buyers and sellers. . Additionally, Tether is (ostensibly) fully backed by off-chain assets, ensuring the ability to exchange USDT for USD off-chain at a 1:1 ratio. In contrast, USDe, which is backed by a delta-neutral balance of long and short positions, faces the risk of “persistent negative funding rates,” which could occur if market sentiment turns bearish. One user likened the move to an "aggressive growth proposal", while another criticized the circular logic of acknowledging different risks and then treating assets as having the same value, rather than taking appropriate action . In response, Ethena founder Guy Young denied any conflict of interest and highlighted the risk committee established by the project to "provide external discipline and accountability regarding the ongoing management of the product."

Interactive Brokers is taking action to significantly reduce its exposure to MSTR

According to Bitcoin News, Interactive Brokers is tightening its exposure to MicroStrategy (stock code MSTR) and gradually increasing margin requirements. By January 13, 2025, the margin requirements will increase to a minimum of 50%. This is a clear indication that they are preparing for the big swings to come.

Vitalik: Many encryption techniques can be used in the subject area of ​​d/acc

Vitalik Buterin, co-founder of Ethereum, shared his latest views on d/acc (decentralized acceleration) in his latest blog post, pointing out that there is an important connection between d/acc and cryptocurrency. d/acc extends the underlying values ​​of cryptocurrency, such as decentralization, censorship resistance, and open economic and social concepts, to other technical fields. As early adopters, the community of cryptocurrency users has naturally become a testing ground for d/acc technology. The community attaches great importance to practice rather than empty talk, making the cryptocurrency community an ideal incubator for d/acc technology, especially in group-oriented fields such as information and biodefense. Cryptocurrency practitioners are good at working together. In addition, cryptocurrency technologies such as blockchain and zero-knowledge proof can be applied to d/acc’s financial, governance and social media infrastructure construction to protect privacy, etc. Today, many prediction markets are based on blockchain and are becoming more complex, decentralized and democratized. Collaborating on cryptocurrency-related technologies, such as formal verification, software and hardware security, and adversarial robust governance technologies, is not only beneficial to cryptocurrency projects, but also critical to the realization of d/acc goals, enhancing the security of the Ethereum blockchain, wallets, and DAOs. Robust while reducing vulnerability to cyber attacks (including super-intelligent AI threats). Beyond these immediate intersections, there is a crucial common concern: funding mechanisms. This is another way the cryptocurrency community can help d/acc: by carefully exploring these funding mechanisms and making them work in their own context, preparing for wider adoption of open source science and technology . We will face two major challenges in the next few decades: first, the rapid development of new technologies, especially artificial intelligence, which may bring positive or negative results, and the specific time is unknown; second, international cooperation has decreased, and many actors are pursuing private interests. But he also sees hope: First of all, we have powerful tools to speed up work processes, such as artificial intelligence to help the development of other technologies, brain-computer interfaces to improve productivity, the Internet and social media to expand the scope of coordination, cryptocurrency to enhance financial power, information defense and collaboration Tools improve quality. In addition, there have been significant advances in cybersecurity technology, software writing, biodefense, and biotechnology. Second, broad alliances can recapture cherished principles. Cryptocurrencies have gained global recognition, and d/acc has the potential to do so. Having tools means that we can improve organisms and the environment, and the "defense" in d/acc ensures that this can be achieved without infringing on the freedom of others. Liberal pluralism allows for diversity, and the purpose of a common humanity drives us to accomplish our mission. Facing the task of building a brighter 21st century, although it is difficult, he believes that mankind is capable of it.

According to later news, Vitalik proposed to implement the establishment of a global "soft pause button" from the hardware level to replace the dangerous AGI competition .

Artificial Superintelligence Alliance plans to conduct its first 5 million FET token burn on January 10

Artificial Superintelligence Alliance announced on the

Caixin: Bitcoin, FAAMNG and Cocoa will be the first tier of global market performance in 2024

According to Caixin.com, 2024 will be a bullish year for China’s stocks and bonds. Among global assets, virtual currencies and U.S. technology stocks performed well. A strong U.S. dollar has put global exchange rates generally under pressure. In terms of global market performance in 2024, the first tier is mainly scarce assets: cocoa (NYBOT futures price), which has the highest increase, has risen 169.36% throughout the year, Bitcoin (BTC) has risen 133.83%, FAAMNG (the six largest US technology companies: Facebook; Amazon) ; Apple; Microsoft; Netflix; Google) rose 60.77%. In addition, Ethereum rose 53.41% throughout the year, NYMEX natural gas rose 45.49% throughout the year, and the Nasdaq Index achieved a 30.78% gain. The annual gains of these assets all exceeded 30%.

1confirmation founder: Expect some countries to try to adopt MicroStrategy’s “Bitcoin playbook”

Nick Tomaino, the founder of 1confirmation, posted on the ); use bonds to purchase cryptocurrencies; repay the loan on time according to the loan term. Nick Tomaino added that the question now is not whether countries will do this, but what cryptocurrencies they will buy. It may start with BTC, but the next one will be ETH, and any currency with enough decentralization can participate. , the government bond market is larger than the stock market.

Michael Saylor releases Bitcoin Tracker information for the ninth consecutive week, or hints at increasing his holdings of BTC again

MicroStrategy founder Michael Saylor released information related to Bitcoin Tracker for the ninth consecutive week, but this time it was different from before. He said: "Something on the website is not correct." (Note: Every time MicroStrategy previously bought BTC, the website would mark a green dot on the corresponding date, while the BTC price trend line was blue.) According to previous rules, MicroStrategy always added a green dot on the day after the relevant news was released. Accumulate Bitcoin.

A bizarre case occurred in Pakistan in which a cryptocurrency trader was kidnapped in a police car, involving a total amount of US$340,000.

According to Tribune, a bizarre case of a cryptocurrency trader being kidnapped in a police car occurred in Pakistan. It is reported that the cryptocurrency trader was kidnapped by five men in a police car and forced out of his mobile phone at gunpoint. $340,000. The perpetrator claimed to be a police officer. The local police have opened a case on the matter and handed it over to the Anti-Violent Crime Team (AVCC) for further investigation. It is reported that the victim claimed that the suspect had previously contacted him for cryptocurrency transactions, but he refused. According to police sources, evidence has been collected regarding the police mobile phone and the officers involved.

GSR Markets has deposited 6 million FLOCK tokens into CEX

According to @ai_9684xtpa monitoring, GSR Markets is the market maker of the AI ​​infrastructure project $FLOCK. Five days ago (the first day the token went online), GSR address 0x113…2320b received 6 million FLOCK tokens distributed by the project party’s multi-signature address for market making, accounting for 4.65% of the total circulation (0.6% of the total token supply) ), currently all tokens have been deposited into Gate/MEXC/Bybit exchanges.

Bitcoin network transaction volume will exceed US$19 trillion in 2024, more than double that of 2023

According to a post by Riot Platforms vice president of research Pierre Rochard and a chart he shared, the Bitcoin network completed more than $19 trillion worth of BTC transactions in 2024, more than double the $8.7 trillion in 2023. The surge marks a major reversal after two consecutive years of declining transaction volume in 2021. During the 2021 bull market, Bitcoin trading volume peaked at $47 trillion, but plummeted sharply over the following two years.

Data: APT, MOVE, KAS and other tokens have received large amounts of unlocking this week, of which APT unlocking value is approximately US$110 million.

Token Unlocks data shows that tokens such as APT, MOVE, and KAS will be unlocked in large amounts next week, including:

• Movement (MOVE) will unlock approximately 50 million tokens at 8:00 pm on January 9th, Beijing time, with a ratio of 2.22% to the current circulating supply and a value of approximately US$53 million;
• io.net (IO) will unlock approximately 3.22 million tokens at 8:00 pm on January 11, Beijing time, with a ratio of 2.50% to the current circulation and a value of approximately US$11.8 million;
• Kaspa (KAS) will unlock approximately 182 million tokens at 8 a.m. Beijing time on January 6, with a ratio of 0.72% to the current circulating supply and a value of approximately US$22.7 million;
• Axie Infinity (AXS) will unlock approximately 815,000 tokens at 9:10 pm on January 12, Beijing time, with a ratio of 0.52% to the current circulating supply and a value of approximately US$5.6 million;
• Aptos (APT) will unlock approximately 11.31 million tokens at 9:59 am on January 11th, Beijing time, with a ratio of 2.03% to the current circulation and a value of approximately US$110 million;
• Ethena (ENA) will unlock approximately 12.86 million tokens at 3:00 pm Beijing time on January 8th, with a ratio of 0.42% to the current circulating supply and a value of approximately US$16.2 million;
• Optimism (OP) will unlock approximately 4.47 million tokens at 4 a.m. Beijing time on January 10th, with a ratio of 0.33% to the current circulation and a value of approximately US$9.3 million;
• Delysium (AGI) will unlock approximately 33.59 million tokens at 8 a.m. Beijing time on January 6, accounting for 2.45% of the current circulating supply and worth approximately US$5 million;
• Eigenlayer (EIGEN) will unlock approximately 1.29 million tokens at 3 a.m. Beijing time on January 8, with a ratio of 0.61% to the current circulating supply and a value of approximately US$5.2 million.