Of the approximately 50 listed transactions, about 85% are sales or sale proposals, with only a few purchases
*for example: bought ZETA at $18.00 for 686,057 shares, bought ALMS at $17.00 for 411,764 shares.
=> Total sales value exceeds $100 million across the list, primarily from directors and senior executives in sectors such as technology, finance, and healthcare. The purchases are smaller in scale and fewer in quantity.
- Currently, the overall insider buy/sell ratio is 0.24 (meaning selling is approximately 4 times more than buying) for January 2026
- Concentrated sales events have been recorded at several companies, such as GigaCloud Technology ($GCT), Idaho Strategic Resources ($IDR), and Coastal Financial ($CCB), often through periodic selling plans under Rule 10b5-1.
=> Fintel and HedgeFollow list hundreds of Form 4 filings, with sales dominating, for example, $53.9 million of JPMorgan Chase ($JPM) shares sold by 11 insiders on January 15.
*Although the general trend is selling, there are still some notable purchases, albeit fewer and smaller in scale. Quiver Quantitative reports 88 open market purchases on January 14, including companies like Transcontinental Realty Investors ($TCI) and Staar Surgical ($STAA)
=> Overall, while the U.S. stock market is recovering, this reflects insiders' caution amid market volatility, possibly due to high valuations or underlying risks.
THE ARTICLE MAKING WAVES WITH 154M VIEWS ON X - "How to Fix Your Entire Life in 1 Day" by Dan Koe
This article (published on 23/12/2025) explains why most New Year's resolutions fail (80-90% according to research), and suggests a deeper change by focusing on changing oneself (identity) rather than just external actions.
- The author says that you don’t need a new life, but a new way of thinking to see everything differently.
=> The article is divided into 7 main ideas on how to change behavior, mindset, and productivity, ending with a plan to "reset" your life in just 1 day. Here is a summary:
BEAR MARKET RALLY? IS BITCOIN REPEATING THE 2022 SCENARIO IN A DIFFERENT WAY?
The current structure is alarmingly repeating the 2022 model.
- Bitcoin has lost 365D MA, dropping about 19%, then rebounding over 21%. And now, the price $BTC is testing the 365D MA from below.
=> Currently, BTC has not reclaimed this line. This is a retest in a downtrend, not a breakout in an uptrend.
- Structurally, BTC remains below the cycle MA, and even on-chain data does not support a new bull market; selling pressure has decreased, but active buying flow has not returned yet.
=> Less bad does not mean better. This is a technical rebound due to exhausted selling, not an accumulation phase for a new upward cycle.
*We have 2 scenarios at the moment:
1- The baseline scenario remains negative. If $BTC continues to be rejected at the 365D MA, the market will form lower highs on the weekly frame – a classic characteristic of a bear market. At that point, there is a high probability that the price will return to test the old bottom, even opening up a deeper decline.
- If the price breaks up to 100k above the MA line, there will still be a chance that it will then down to lower frames like in 2022 - at that time, an event like Luna would need to trigger it.
2- More positively, as CZ calls for a bull market in 2026, Bitcoin must clearly close above the 365D MA for several consecutive weeks. Only then can we talk about a market regime shift from bear to bull, at which point a new ATH for BTC becomes feasible.
- Additionally, Bitcoin's 2-year moving average is currently around 84,500 USD. Clearly establishing below this mark will confirm a bear market, and $BTC has a high probability of reaching 6xk.
- What do you think? Which scenario is more feasible?
CZ donated 30,000 USD from the live stream to Giggle Academy $GIGGLE
From the 1-hour live, CZ earned 30k USD and pledged to donate the entire amount to free education.
During this live, he also called $BTC touching 200k "the most obvious thing in the world," while advising against blindly investing in meme coins based on his tweets
CLARITY ACT IS A DISPUTE BETWEEN TRADFI AND CRYPTO
Web3 companies like Coinbase or Robinhood are strongly opposing this bill
- They argue that 53 banking associations just wrote a bill protecting $6.6 trillion in value => They call it the CLARITY ACT (meaning this bill was written solely to protect traditional banks)
- Traditional banks usually offer low interest rates on deposits (around 0.01-0.5% for basic accounts).
=> Meanwhile, stablecoin issuers like USDC or USDT mainly hold reserves in short-term U.S. Treasury bonds, yielding around 4-5%. If stablecoins could pass this yield to users through exchanges like Coinbase, traditional banks would lose their competitive edge.
=> A study from the Federal Reserve Bank of Kansas City shows that if stablecoins offer competitive interest rates, banks could lose up to 25.9% of deposits, leading to a $1.5 trillion reduction in lending capacity.
=> The scheduled event, originally set for January 15, 2026, has been indefinitely postponed. Negotiations are still ongoing
$SUI NETWORK DOWN FOR NEARLY 6 HOURS - NOT THE FIRST TIME
Layer 1 Network
experienced a prolonged outage lasting nearly 6 hours, disrupting all transaction activities on the chain. This is considered the second major technical challenge since Mainnet.
- The incident started at 2:52 PM (14/01) and lasted until 8:44 PM (14/01), spanning 5 hours and 52 minutes (UTC)
1. Causes and Impact
- The cause was a "consensus failure" affecting validators, leading to a complete network halt
After the large short liquidations $BTC and $ETH , what remains are mainly long positions that have not yet been liquidated.
The aggregate liquidation level, using data from 11 trading platforms over a period of one month and three months, shows that after a prolonged period of both long and short liquidations, current accumulated positions are heavily skewed toward long positions, especially as a large portion of short positions have just been wiped out.
Fear and pain could return if BTC drops below $85,000 and ETH falls to $2,850.
So after several weeks of losses, the current investment of 1.8 billion USD for $ETH from Trend_Research is now profitable with an average price over 3,200
It seems they still have ETH on Hyperliquid and are currently making a profit of 50 million USD
NEW DRAFT OF U.S. CRYPTO MARKET STRUCTURE LEGISLATION
The Digital Asset Market Clarity Act is a bill aimed at establishing a clear regulatory framework for the cryptocurrency market in the U.S., delineating roles between the SEC (Securities and Exchange Commission) and the CFTC (Commodity Futures Trading Commission), protecting consumers, and promoting innovation
- The draft spans 278 pages and includes sections on definitions of digital assets, Digital Commodities, Mature Blockchain Systems, Stablecoins, etc.
=> Most anticipated points currently being awaited by the community
- 1: Altcoins such as $XRP , $SOL , $LTC , $HBAR, $DOGE, $LINK may be treated similarly to BTC/ETH if they support exchange-traded products (ETPs) starting January 1, 2026. This reduces the risk of being classified as securities
- 2: Passive yield from Stablecoins is prohibited; permitted yields are based on activities such as trading, staking, providing liquidity, collateral posting, network governance participation, using wallets/vaults, program membership, or accepting/payments/payments (permissible activities)
=> This is a win for Traditional Banking (TradFi), effectively protecting their core business model
=> Additionally, other draft provisions such as non-acceptance of CBDCs, the right to self-custody digital assets, peer-to-peer trading, and banks being allowed to hold, lend, stake, run nodes, and integrate with TradFi are also of significant interest
=> Personally, I believe this legislation brings greater clarity to the market, making it easier for institutions to participate, but it also brings the market closer to TradFi and diminishes some of its attractive features for retail investors. The convergence with traditional finance is becoming increasingly evident
South Korea has lifted the ban on cryptocurrency investment for businesses after 9 years (since 2017), due to concerns about financial stability and speculation.
=> The ban led to capital outflows of approximately 76 trillion won (over 55 billion USD), causing the country to miss opportunities for developing its domestic industry.
- This is part of the "2026 Economic Growth Strategy" under President Lee Jae-myung, aimed at promoting innovation and integrating crypto into the economy, combined with the approval of crypto ETFs and stablecoin regulations.
=> In 2025, relaxations were introduced for non-profit organizations and exchanges; the Basic Law on Digital Assets was postponed to 2026, amid debates on supervision and the issuance of won-pegged stablecoins.
- According to the new guidelines from the Financial Services Commission (FSC): listed companies and professional investors (around 3,500 entities). Maximum investment limit of 5% of equity capital per year. Eligible assets: Top 20 cryptocurrencies by market capitalization, listed on at least 5 major exchanges (Upbit, Bithumb, etc.)
- Banks are further promoting the issuance of won-pegged stablecoins, strengthening investor protection, and may launch crypto ETFs in 2026.
*Specific timeline: Final guidelines to be issued in January-February 2026; businesses can begin investing by the end of 2026, in line with the new law.
=> This means the ban is now lifted, but businesses are awaiting new guidelines and will only be allowed to allocate up to 5% of their capital to crypto by the end of 2026.
Many chains were highly anticipated at launch, but so far revenue remains very low, revealing contradictions in their operational models—some chains clearly show weakness.
- For example: @Berachain: Holds $173 million USD (TVL) and has up to $456 million USD in bridged funds (Bridged TVL), yet the chain only earns $43 in fees per day.
1. Chain Revenue
*Think of it as road toll fees. These fees must be very low to encourage traffic.
The correlation between Long positions and Bitcoin price $BTC
Latest data shows that major investors (commonly referred to as "whales") are reducing their leveraged Long positions. Although this action is typically interpreted as reduced bullish sentiment, historical chart data reveals a notable opposite trend.
*Key points from the chart:
- Repetitive pattern: In the two most recent instances when the BTCUSD Longs index (lower line) dropped sharply (red circles), Bitcoin price (blue line) recorded significant rallies immediately afterward.
- First instance: Price increased by 57.35% over 43 days. - Second instance: Price increased by 46.69% over 44 days.
*Current situation: The Longs index is showing signs of decline similar to the previous two instances (third red circle).
- Technical forecast: If this historical pattern continues in the current cycle, analysts predict Bitcoin is likely to maintain its upward momentum, with a potential target reaching the 135,000 USD range.
*Note: This analysis is based on historical data and technical patterns, not investment advice.
HOUSE PRICE-INCOME GAP IN VIETNAM: COMPARISON WITH CHINA AND BUBBLE RISK ASSESSMENT (202
The House Price-to-Income Ratio (HPR) reflects housing affordability and the real estate market's position within the long-term cycle
- The sharp increase in the House Price-to-Income Ratio (HPR) in Vietnam, particularly in Hanoi, during the 2024–2025 period raises major questions about the sustainability of current price levels, as well as the risk of repeating the deep correction scenario previously seen in China
1. Hanoi - Apartment prices are 27.7 times median income (as of mid-2025)
BNB CHAIN INCENTIVE 100M$ TO BUY TOKENS - CHINESE MEME SYMBOLS ARE BACK
The BNB Chain Foundation continues its disbursement roadmap under the 100 million USD package to boost the ecosystem.
- A key highlight in this round is capital focused on meme coin projects with Chinese symbols or names
1. Latest transaction details
*This morning, the BNB Chain Foundation wallet (address: 0x511) disbursed a total of 100,000 USD to two meme coin projects:
- Token $币安人生 (Binance Life): 50,000 USD disbursed to purchase 370,050.73 tokens. This meme project features Chinese characters symbolizing strong ties to the Binance ecosystem.
- Token $我踏马来了 (I'm Fucking Here): 50,000 USD disbursed to purchase 4,833,569.28 tokens. This project also belongs to the trending meme coin group capturing attention from the Chinese-speaking community.
=> The BNB Chain team immediately corrected the token names on official channels afterward to ensure accuracy and avoid user confusion.
2. This follows the 2025 program aimed at driving the BNB Chain ecosystem
- This move helps BNB Chain attract capital and users from competing networks, especially amid the rising trend of meme coins
- Immediately after, a surge occurred on BNB Chain for tokens with Chinese names (Symbol Chinese), with many tokens increasing severalfold in a short period
- Although encouraged, meme coin volatility always comes with high risk. Please manage risks carefully and thoroughly research before participating
Now I checked and found out I got an airdrop from the game of $TRUMP
I just casually played and posted once, reached tier 5, so if I had put in more effort and sought referrals, I should have gotten much higher
- I didn't pay attention, but a few days ago the price was higher, now I just checked and the price has dropped significantly
* Total rewards based on market value
- NFT Trump Tower Epic: 169$ - NFT Mystery Box Rare: 61$ - Additional reward around 50$ plus another $TRUMP , about 9 tokens, will be paid gradually over the next 12 weeks
=> Total airdrop around 280$ => Initial investment was 5.6$ deposited into 1 $TRUMP to get points, which can still be withdrawn later, so it can be considered as zero cost
* If I had sold these NFTs a few days ago, I might have gotten around 300-400$, but now the price has dropped significantly, and it will likely drop further in the coming days
- I'll probably just leave them and wait to see if the game releases something that might fetch a better price, just for fun with no cost involved. If the price drops too much, I'll just consider it a loss from the start, but anyway, the amount is quite small anyway kk
- Has anyone else gotten a big payout from this game?