MrSunday

🇺🇸 The President at the Oval Office last night:
Regarding rare earth elements: Shares of rare earth mining companies listed in the US surged after President Trump announced plans to establish a new strategic mineral reserve called Project Vault.
Under this plan, the US will raise approximately $2 billion from the private sector and an additional $10 billion in loans from the Export-Import Bank of the United States to build a reserve of rare earths and critical minerals for the American industry, similar to the previous oil reserve. The very simple goal is to ensure that American businesses a

🔥 Elon Musk's SpaceX has acquired the AI startup xAI, also founded by Elon Musk, in a record-breaking deal that combines his space ambitions and artificial intelligence. The deal values SpaceX at approximately $1 trillion and xAI at around $250 billion, making it the largest acquisition in history.
Called a “purchase,” but in reality, it's a transfer of ownership, as the money doesn't actually leave Elon Musk's ecosystem. xAI shareholders exchanged their shares for SpaceX stock, while Elon Musk retains overall control. The merger is expected to enhance SpaceX's data center and AI capabilities

ECONOMIC EVENT CALENDAR (DAILY US ECONOMIC DATA )
This week, the market focuses on US employment data, along with interest rate decisions from the European Central Bank and the Bank of England, as well as awaiting the Supreme Court's ruling on tariffs.
🗓️ WEDNESDAY, FEBRUARY 4
— US Private Sector ADP Employment → Forecast: 45,000 | Previous: 41,000
🗓️ THURSDAY, FEBRUARY 5
— US Initial Jobless Claims → Forecast: 212,000 | Previous: 209,000
— Bank of England Interest Rate Decision → Expectation: hold at 3.75%
— ECB Interest Rate Decision → Expectation: hold at 2.15%
🗓️ FRIDAY, FEBRUARY 6
— US

🔹 Tether reports a profit of $10.1 billion USD in 2025
🔹 The USD₮ supply increased by nearly $50 trillion USD, raising the total circulation to over $186 trillion USD
🔹 Total assets: $192.9 billion USD
🔹 Total USDT: $186.5 billion USD
🔹 Surplus reserves (after dividend distribution): $6.34 billion USD
🔹 Reserve asset structure:
- Over $141 trillion USD exposed to US Treasury Bonds (directly and indirectly)
- $17.45 billion USD in precious metals
- $8.43 billion USD in Bitcoin
- $17.04 billion USD in over-collateralized loans
🔹 Tether also owns a proprietary investment portfolio value

📉 Wall Street is selling off software stocks sharply because of concerns that AI will disrupt traditional business models.
ServiceNow, despite reporting good results, still plunged -12%, SAP fell -14% after lower-than-expected cloud backlog growth, and Microsoft fell -10% due to slowing cloud growth.
This shows that businesses are delaying signing long-term software contracts because AI can directly automate many processes. As a result, the entire software industry fell into a bear market, reflecting concerns about the industry's long-term structural change under the increasingly strong impa

FED PRESS CONFERENCE SUMMARY:
The Fed has decided to pause the interest rate cut cycle, maintaining the 3.5%–3.75% range after three consecutive cuts, with the reasoning that the US economy remains resilient, the labor market is stable, and inflation, although down from its peak, is still above the 2% target. The Fed removing the language that previously emphasized risks of weakening labor suggests that the risks of inflation and growth are now more balanced, meaning the Fed no longer faces pressure to loosen monetary policy soon, reinforcing the scenario of prolonged high interest rates. Howe

Tether Gold (XAU₮) currently accounts for over 60% of the market share of gold-backed tokens, in the context of the total market capitalization surpassing $4 billion USD in 2025, thanks to gold prices reaching new highs and a strong increase in asset tokenization demand. XAU₮ is backed 1:1 by physical gold stored in Switzerland.
Specifically, in Q4/2025, Tether purchased an additional 27 tons of gold, placing Tether among the top 30 largest gold-holding organizations worldwide, surpassing countries like Australia and Greece.#ContentMiningRevampPublicBeta #GoldAndSilverHitRecordHighs $BTC $ETH

ECONOMIC EVENT CALENDAR (US DAILY)
This week, the market focuses on the Fed's interest rate decision and press conference, along with the U.S. Supreme Court's ruling on tariffs and the CLARITY (crypto) bill, an amended version from the U.S. Agriculture Committee.
🗓️ TUESDAY, JANUARY 27
— CLARITY (CRYPTO) bill, markup session in the U.S. Congress
🗓️ WEDNESDAY, JANUARY 28
— Fed interest rate decision and press conference → Expectation: keep rates unchanged
— Bank of Canada interest rate decision → Expectation: keep rates unchanged
🗓️ THURSDAY, JANUARY 29
— Initial unemployment claims in the U

🇺🇸 SPOT ETF CASH FLOW SUMMARY
November 2025: Spot Bitcoin ETF experienced outflows of approximately -$3.48 billion.
December 2025: Outflows continued at around -$1.09 billion.
January 2026 (YTD as of 1/23): ETF cash flow remains slightly negative at about -$505 million, reflecting a tug-of-war between buyers and sellers, with no clear trend established.#GoldAndSilverHitRecordHighs #BitcoinWeakensVsGold $BTC $ETH $SOL

Yesterday, President Trump had a secret meeting with NATO Secretary General Mark Rutte in Davos, and both sides reached a framework agreement related to Greenland. However, Greenland Prime Minister Jens-Frederik Nielsen confirmed that he was not involved in the negotiations and does not know the specific content of the agreement.
Prime Minister Nielsen emphasized that any agreement related to Greenland must have the consensus of the Greenland and Danish governments, and must respect sovereignty and territorial integrity, although Greenland is willing to negotiate with the US on economic and ot

Bitmine of Tom Lee has purchased an additional approximately 35.268 ETH worth over $108 million in the past week, increasing the total holdings to over 4.2 million ETH, equivalent to nearly 3.5% of the circulating Ethereum supply with a value of over $12.8 billion. The company is also holding: 192 Bitcoin worth $17.4 million + approximately $979 million in cash.
The amount of ETH the company has staked has increased from about 1.25 million to 1.83 million ETH, accounting for nearly 44% of the total portfolio, and the company expects that staking all assets could generate over $1 million per da

Bitcoin hashrate has dropped to its lowest level in 4 months, falling below 1 zetahash/second for the first time, despite recent signs of improved Bitcoin mining profitability.
According to Leon Lyu, CEO of StandardHash, the main reason is that many Bitcoin miners are shifting electricity and machinery to serve AI, as AI currently offers higher profits.
The year 2025 is seen as the most challenging period for Bitcoin miners to date, with declining revenue, increasing debt, and shrinking profit margins. Meanwhile, AI and high-performance computing are generating better returns, causing mining c

🇺🇸🇪🇺 EU REACTS STRONGLY TO PRESIDENT TRUMP'S THREAT OF TARIFFS OVER GREENLAND
🔹 The Netherlands condemns President Trump's threat to impose tariffs as "extortion," after the US announced a 10% (1 tariff starting February 1) and potentially increasing to 25% if Greenland is not allowed to be purchased.
🔹 The eight targeted countries include Denmark, Sweden, France, Germany, the Netherlands, Finland, the UK, and Norway.
🔹 The EU has convened an emergency meeting in Brussels and is calling for a coordinated response at the bloc-wide level.
🔹 France and several other countries have propose

Vitalik Buterin believes that Ethereum has sacrificed too many core values such as decentralization, privacy, and financial autonomy just to attract mainstream users. He emphasizes that this must come to an end.
According to Vitalik, starting from 2026, Ethereum needs to focus on regaining the lost values by:
- Improving private payments.
- Making running nodes easier.
- Building truly decentralized applications that do not rely on centralized servers.
- Giving users better control over their data and assets.
Ethereum also needs to be resilient enough to survive for decades or centuries withou

The CEO of Bank of America warns that approximately $6 trillion in deposits (equivalent to 30-35% of total bank deposits in the US) could shift to stablecoins.
🔷 This shift would reduce the funding available for traditional banking systems, forcing banks to seek wholesale funding at higher costs.
🔷 CEO Moynihan believes that the structure of stablecoins is similar to money market funds, where reserves are held in short-term instruments like government bonds rather than being reinvested into economic loans.
🔷 The debate centers around the new crypto market structure bill by Senator Tim Scott

The Trump administration allows NVIDIA to sell AI H200 chips to China, with the US government taking a 25% revenue share
🔹 President Trump confirms that the US will permit Nvidia to sell the AI H200 chip to China, with the condition that the US government collects 25% of the revenue
🔹 The H200 belongs to the Hopper series, not a reduced-performance version, but it lags two generations behind newer chips like Blackwell and Rubin
🔹 The US Department of Commerce has imposed strict controls, including confirming sufficient domestic supply, US testing and certification, and security standards fo

TSMC QUARTERLY PROFITS SURGE 35%, BEATING EXPECTATIONS THANKS TO AI CHIP DEMAND
🔹 Taiwan Semiconductor Manufacturing Company (TSMC) announced a 35% increase in Q4 profits year-over-year, reaching NT$505.7 billion (≈ $16.0 billion), surpassing the forecast (~NT$478.4 billion)
🔹 Q4 revenue reached NT$1.046 trillion (≈ $33.1 billion), exceeding expectations and up 20.5%, marking 8 consecutive quarters of year-over-year profit growth
🔹 Advanced 7nm and below chips account for 77% of total wafer revenue, reflecting strong demand from AI and high-performance servers
🔹 TSMC manufactures AI chips

PRESIDENT TRUMP CALLS SENATOR ELIZABETH WARREN TO DISCUSS CREDIT CARD INTEREST RATE CAP
🔹 President Trump has called Senator Elizabeth Warren, a senior member of the Senate Banking Committee, to discuss the possibility of implementing a 10% cap on credit card interest rates.
🔹 Warren stated that she strongly supports capping interest rates and is willing to work across party lines with President Trump to “actually get something done” for consumers.
🔹 According to Warren, current credit card interest rates are excessively high and exploitative, placing significant pressure on American famili

🇯🇵🇸🇻 In a recent interview, Nick Vitalis of SBI Crypto, the crypto mining and infrastructure unit under SBI Holdings of Japan, stated that they are researching an expansion project to mine Bitcoin using volcanic energy in El Salvador.
The project includes a pilot program in collaboration with the Bitcoin Office of El Salvador to deploy container mining using geothermal energy at Ahuachapán Geothermal Power Plant, aiming to bring direct economic benefits to the country and strengthen El Salvador's position as a global hub for Bitcoin mining powered by self-sufficient energy.#GateProofOfRese