2026-01-16 04:51:12

#数字资产市场动态 Recently, the market signals have been dense. The US initial jobless claims data for the week ending January 10th was released, revealing a figure of 198,000, which indicates the temperature of the employment market. Federal Reserve official Goolsbee made remarks suggesting that there might be room for rate cuts this year, but the premise is that the data must be strong and the economic outlook clear.

On the policy front, adjustments are also underway. Trump has temporarily halted tariffs on key minerals, which provides some buffer for industries involved in mineral supply chains.

The attitude of financial institutions has changed. The CEO of a US bank stated that interest-bearing stablecoins could impact the $6 trillion in deposits within the traditional banking system—this indicates that mainstream finance is increasingly paying attention to on-chain assets. KBC Bank in Belgium has been more straightforward, directly opening channels for customers to purchase Bitcoin.

Technological interoperability is also advancing. Swift and Chainlink have jointly completed a pilot for tokenized asset interoperability, paving the way for data flow between traditional finance and blockchain. JPMorgan's forecast is even more ambitious—by 2026, crypto capital inflows could surpass $130 billion.

Overall, the integration of traditional finance and the crypto market is accelerating.

BTC4.25%

LINK3.46%

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LiquidatedAgain

· 01-19 03:21

Room for rate cuts + tariffs buffer + mainstream finance entering... sounds great, but don't go all in. That's exactly what I thought last time, and I'm still paying off debts now. Rate cuts need to wait for data to speak, don't be fooled by Goolsby’s pie-in-the-sky promises—they're experts at this game. The temporary suspension of mineral tariffs sounds good, but have you considered the real risk control points? Bank opening to Bitcoin purchases? Good news—bad news is that the collateral ratio will definitely adjust accordingly. I've seen too many scenarios where leveraged positions are forcibly liquidated overnight. I believe in the Swift connection with Chainlink, and Morgan Stanley’s 130 billion forecast... once again, a signal of being cut like a leek. They've been saying this for years, but what’s the result? 2026 is still far off; whether lending rates can hold until then is another story. The acceleration of integration is real, but don’t forget: institutional entry also means the liquidation mechanism is improving. When the time comes, the line between bottom-fishing and being liquidated will be razor-thin.

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HypotheticalLiquidator

· 01-17 22:06

6 trillion in deposits being impacted? Haha, this is the real beginning of systemic risk revealing itself...

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GweiWatcher

· 01-17 18:35

The market started to stir again with the expectation of rate cuts. Although Goolsby kept saying "it depends on the data," isn't that just paving the way for a bull market? The traditional finance folks are finally slowly admitting defeat. From resistance to opening up the Bitcoin channel, it had to be a longstanding European bank like KBC taking the first step. The big American banks are still hesitating. The key hidden positive is the temporary delay on tariffs for critical minerals. Miners should be able to breathe a sigh of relief. The pilot project between Swift and Chainlink may not seem groundbreaking, but it shows that the move toward standardization is indeed progressing. It's definitely better than unregulated growth. The claim that $6 trillion in deposits are being impacted by stablecoins is a bit alarmist. Is BAC's CEO just trying to boost the reputation of crypto assets?

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GasWaster

· 01-16 05:15

tbh the real question is how much these bridge fees gonna cost me when traditional finance finally decides to actually move liquidity on-chain... like cool story swift & chainlink, but what's the gwei looking like? already missed the optimization window while reading this lol

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CryptoFortuneTeller

· 01-16 05:09

Is a rate cut coming? Then my stablecoin yields are going to disappear, I need to do some serious calculations this time. Traditional finance really can't sit still anymore. KBC is giving Bitcoin a green light—interesting. Guls seems pretty skeptical about this, "if the data is strong"—when has the data ever really been strong? Postponing tariffs on mineral resources is easy to say, but we still have to see how Trump will mess around next. The pilot project with Swift and Chainlink feels like traditional finance is just looking for a way out. JPMorgan Chase predicts $130 billion by 2026. Do you believe this guy's forecast? Anyway, I can't predict either. Belgian banks are opening to buy cryptocurrencies. If other countries follow suit, it will be really interesting. $6 trillion in deposits being challenged by stablecoins? Banks are panicking, haha. Rate cuts + crypto integration—feels like they’re all paving the way for a certain moment. Initial jobless claims at 198,000—what does this mean? The economy isn’t as bad as imagined, nor as good.

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GasBankrupter

· 01-16 05:07

As soon as the expectation of interest rate cuts emerged, funds started to move actively, but I am more concerned about whether the 6 trillion yuan in deposits will really flow onto the chain. KBC directly opened a channel for buying Bitcoin, traditional finance is really scared now, can't deny it. Swift and Chainlink are working on interoperability, in plain words, Wall Street can no longer sit still, 130 billion is just the beginning. Mineral tariffs are easing a bit, recently mining costs have a chance to breathe, but it still feels like this isn't a long-term solution. By the way, how is JPMorgan so confident about their 2026 forecast? Can the data really be this optimistic? Goolsby’s words sound nice, but it all depends on whether the economic data matches up. Unemployment benefits at 198,000 isn’t good or bad. The bank CEO said stablecoins are a threat, which is very frank, it feels like a subtle hint that they are panicking.

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ShibaSunglasses

· 01-16 05:04

The big move is here. Traditional finance can no longer sit still and is starting to pour real money onto the chain.

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SmartContractRebel

· 01-16 04:54

Expectations of rate cuts + opening up traditional finance? This pace is a bit intense, it seems mainstream finance can no longer sit still.

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