Morning News | Moonbirds announces BIRD token economics; Bleap completes $6 million seed round financing; Uniswap will launch token auction feature on the web version
Overview of Important Market Events on January 28整理：ChainCatcher
Important News:
- Moonbirds announces BIRD tokenomics, total supply of 1 billion, 65% allocated to the community
- Tether holds approximately 140 tons of gold, valued at about $23 billion
- CME adjusts margin ratios for silver, platinum, and palladium
- Uniswap: Token auction feature will be launched on the web application
- Fidelity to launch GENIUS standard stablecoin FIDD on Ethereum
- Blockchain bank account project Bleap completes $6 million seed round financing, led by Blossom Capital
- He Yi: Cathie Wood is not a Binance user, Binance does not serve Americans and American entities
What important events happened in the past 24 hours?
Uniswap: Token auction feature will be launched on the web application
According to ChainCatcher, Uniswap will launch an "Auction" tab on the "Explore" page of its web application. This feature supports the Continuous Clearing Auctions (CCA) protocol, allowing users to discover, bid, and claim tokens directly on the interface.
CCA, as an unlicensed protocol of Uniswap v4, aims to assist project teams in on-chain price discovery and liquidity guidance before widespread trading of tokens. Currently, CCA contracts have been launched on Ethereum, Unichain, Arbitrum, and Base.
He Yi: Cathie Wood is not a Binance user, Binance does not serve Americans and American entities
According to ChainCatcher, Binance CEO He Yi responded to Cathie Wood's fund suffering significant losses in crypto asset investments, stating, "Sister Wood is not a Binance user, we do not serve Americans and American entities, my apologies."
On January 26, ARK Invest CEO Cathie Wood pointed out in a Fox Business program that the recent drop in Bitcoin's high price was influenced by the $28 billion deleveraging event caused by a software failure at Binance during the 1011 crash. This statement sparked discussions and controversies in the community regarding Binance's role in the 1011 crash.
Fidelity to launch GENIUS standard stablecoin FIDD on Ethereum
According to ChainCatcher, Fidelity will launch the GENIUS standard stablecoin FIDD on Ethereum, as reported by Bloomberg.
Fidelity Digital Dollar (FIDD) will be issued by the Fidelity Digital Assets National Association, a national trust bank that received a conditional operating license from the Office of the Comptroller of the Currency last December.
According to ChainCatcher, The Block reported that former Revolut executives Joao Alves and Guilherme Gomes have completed a $6 million seed round financing to expand the blockchain bank account project Bleap. This round of financing was led by Blossom Capital.
Bleap is a self-custodial on-chain financial application, and the company plans to use the new funds to develop yield vaults, expand on-chain trading features, and drive business growth in Latin America and Europe.
According to ChainCatcher, Tether CEO Paolo Ardoino stated that Tether plans to allocate 10% to 15% of its portfolio to physical gold. Following a purchase of 27 tons of physical gold in the fourth quarter, the company currently holds approximately 130 tons of physical gold.
Paolo Ardoino mentioned that Tether purchases about 2 tons of gold weekly but did not disclose the specific value of Tether's portfolio or the amount allocated to gold. He stated that Tether has not set a target for gold purchases and plans to decide on the amount quarterly.
1inch denies team and treasury selling tokens, plans to review tokenomics this year
According to ChainCatcher, 1inch issued a clarification statement regarding market fluctuations, stating that wallets controlled by its entities or teams, as well as treasury multi-signature accounts, have not sold any 1INCH tokens. 1inch does not control tokens held by third parties or their trading decisions.
Additionally, 1inch Network plans to review its tokenomics this year to further enhance its resilience during market downturns and liquidity shortages.
Yesterday, according to Lookonchain monitoring, three 1INCH investor wallets collectively sold 36,360,000 1INCH tokens, cashing out approximately $5.04 million, leading to a 16.7% drop in the price of 1INCH.
DefiLlama acquires crypto OTC data provider Bulletin
According to ChainCatcher, the well-known DeFi data platform DefiLlama announced the acquisition of crypto OTC data provider Bulletin, enabling the company to provide more detailed secondary market valuation data for private cryptocurrency companies.
It is reported that Bulletin is an OTC trading data company that aggregates data from multiple over-the-counter brokers, aiming to connect buyers and sellers of cryptocurrency stocks and tokens. It was founded in 2023 by David Mirzadeh, COO of the NEAR Foundation.
Dan Bi's fund liquidates Coinbase and BitMine in Q4, Google replaces Nvidia as the top holding
According to ChainCatcher, the U.S. SEC's official website disclosed the U.S. stock holdings data of the overseas fund under Dongfang Hongyuan, led by Dan Bi, for the fourth quarter of 2025. The data shows that at the end of 2025, Dongfang Hongyuan held a total of 10 U.S. stock targets, with a total market value of $1.316 billion, equivalent to over 9.1 billion yuan, slightly increasing from about $1.292 billion at the end of Q3 2025. In Q4 2025, Dongfang Hongyuan made adjustments to its U.S. stock holdings, focusing more on U.S. tech giants.
In Q4, Dongfang Hongyuan liquidated its positions in U.S. stocks such as Coinbase, Netflix, AsteraLabs, BitMine, Broadcom, and TSMC. Additionally, a significant change was that Google replaced Nvidia as Dongfang Hongyuan's largest holding.
In previous quarters, Nvidia had been the largest holding of Dongfang Hongyuan. In Q4 2025, Dongfang Hongyuan increased its stake in Google by approximately 40.55%, combined with the stock's nearly 29% increase in Q4, resulting in a significant rise in Google's holding proportion, far exceeding that of Nvidia. At the end of 2025, Dongfang Hongyuan's holding value in Google was approximately $406 million, accounting for about 31% of its U.S. stock holdings.
He Yi: The current FOMO in gold and silver is not surprising, our Bitcoin era will eventually come
According to ChainCatcher, He Yi posted on the X platform that driving world change often comes with a lot of discussion and questioning, which is not unique to the crypto industry. Compared to traditional assets, the crypto industry is still in its early stages, and volatility and controversy are inevitable.
The current FOMO in gold and silver is not surprising; our Bitcoin (digital gold) era will eventually come. He hopes community users will make independent judgments and manage risks, safeguard their assets, and conduct their own research.
CME adjusts margin ratios for silver, platinum, and palladium
According to ChainCatcher, the Chicago Mercantile Exchange (CME) issued a notice on the 27th local time, adjusting the margin parameters for certain silver, platinum, and palladium futures contracts.
The document shows that the new margin ratio for some silver contracts is higher than the previous level, approximately 11% of the nominal value. The new standard will take effect after the market closes on January 28. This notice does not involve gold-related contracts.
Standard Chartered: Stablecoins could lead to $1.5 trillion outflow from traditional banking system
According to ChainCatcher, Standard Chartered analyst Geoffrey Kendrick warned that by the end of 2028, approximately $500 billion will flow out of U.S. developed market banks, with another $1 trillion flowing out of emerging market banks, primarily due to stablecoins offering instant settlement, operating around the clock, and yielding better returns than traditional savings accounts.
The report points out four major risks: First, net interest margin (NIM) income will be impacted, with U.S. regional banks being the most vulnerable, as NIM accounts for 80% of total income; second, stablecoin issuers Tether and Circle only hold 0.02% and 14.5% of reserves in banks, with the rest invested in U.S. Treasuries and money market funds, leading to almost all funds flowing out of the banking system; third, over 95% of stablecoins are denominated in U.S. dollars, putting U.S. banks at the forefront; fourth, banks will need to borrow from institutional investors at higher costs to replace retail deposits. Kendrick stated that stablecoins are the first major disruptor of the financial market based on blockchain.
According to ChainCatcher, the Hong Kong Legislative Council's Financial Affairs Committee announced that it will hold a briefing on January 30, where the Hong Kong Financial Services and the Treasury Bureau will present policy measures, with Secretary Hui Zhengyu and Deputy Secretary Chen Haolian in attendance.
The related document states: To promote the sustainable and healthy development of the digital asset industry in Hong Kong and further consolidate Hong Kong's position as an international financial center, legislative proposals will be submitted to the Legislative Council this year to implement the crypto asset reporting framework and common reporting standards formulated by the OECD, aiming to automatically exchange tax information related to crypto asset transactions with other tax jurisdictions starting in 2028, to combat cross-border tax evasion and enhance international tax transparency. Public opinions are currently being collected on the legislative proposals.
Moonbirds announces BIRD tokenomics, total supply of 1 billion, 65% allocated to the community
According to ChainCatcher, Moonbirds announced the BIRD tokenomics. The total supply of BIRD tokens is 1 billion, with 65% allocated to the community. Among the total supply, 27% will be allocated to Birb and Friends to build a stronger community; 25% to investors and advisors; 12% for ecosystem partners' expansion and growth; 10% for value chain incentives; 10% to the team; 8% as development reserves; and 8% for liquidity.
Farcaster founder: Once hoped to launch a token, but never found the right timing
According to ChainCatcher, Dan Romero, founder of the decentralized social protocol Farcaster, responded on social media to the question "What is something you couldn't publicly express before being acquired, but can now say openly?" by stating, "I once hoped to issue a token for Farcaster, but I just never found the right timing."
CZ's "buy and hold" statement questioned: If all coins listed on Binance contracts last year were bought, the investment would be worth zero
According to ChainCatcher, CZ posted yesterday that few trading strategies can outperform the simple "buy and hold," encouraging users to maintain their holdings during the crypto bear market. However, this statement was questioned by the community. @WazzCrypto cited data indicating that "if all coins listed on Binance contracts last year were bought, the portfolio would be close to zero."
In response to the criticism, CZ stated this morning, "Clearly, this strategy does not apply to all cryptocurrencies. It's similar to buying all internet or AI projects/companies. In any industry, most companies/projects will fail. A few successful cases will grow exponentially."
Tether holds approximately 140 tons of gold, valued at about $23 billion
According to ChainCatcher, Bloomberg reported that stablecoin issuer Tether Holdings SA has become one of the largest participants in the global gold market, holding approximately 140 tons of gold, valued at about $23 billion, believed to be the largest known holder of physical gold outside of banks and nations.
Tether CEO Paolo Ardoino revealed that the company is continuously purchasing gold at a rate of 1 to 2 tons per week, aiming to establish a long-term, stable physical gold reserve in a former Swiss nuclear bunker. He emphasized that this move is akin to playing the role of "one of the world's largest gold central banks," predicting that geopolitical rivals will introduce dollar alternatives pegged to gold, for which Tether has prepared its gold token XAUT.
In 2025, Tether purchased over 70 tons of gold, exceeding the scale of almost all single central banks except for the Polish central bank, and surpassing many large gold ETFs. In addition to direct holdings, Tether has also hired a former senior gold trader from HSBC, planning to establish a gold trading platform and compete with banks like JPMorgan. The company is also acquiring stakes in several mid-sized Canadian gold mining companies.
Previously, Tether increased its gold reserves by approximately 27 tons in the fourth quarter of 2025.
Meme Popularity Rankings
According to the meme token tracking and analysis platform GMGN, as of January 29, 09:00,
The top five popular ETH tokens in the past 24 hours are: SHIB, LINK, PEPE, UNI, ONDO
The top five popular Solana tokens in the past 24 hours are: arc, USOR, TROLL, PENGUIN, USELESS
The top five popular Base tokens in the past 24 hours are: PEPE, BASED, SKYA, B3, NATO
What are some interesting articles worth reading in the past 24 hours?
Circle Chief Economist Gordon Liao: Overseas stablecoins are evolving in three key directions
In recent years, the world is heading down several distinctly different paths in the evolution of digital currencies. China has firmly chosen a sovereign digital currency directly issued by the central bank—the digital renminbi (e-CNY)—and will transition from version 1.0 of digital cash to version 2.0 of digital deposit currency starting in 2026.
On the other side of the ocean, another model is growing wildly amid regulatory games: "stablecoins" issued by private institutions like Tether and Circle, striving to anchor the value of the dollar. Understanding the different attempts at digital currencies in other parts of the world not only helps us learn broad lessons but also better construct a development path for digital currency with Chinese characteristics, and facilitates discussions with multiple parties about the future infrastructure of the global financial system.
Delphi Digital: What is the future direction of cryptocurrencies?
Previously effective investment strategies no longer work. Some sectors perform excellently, while the overall market lags behind. The result is a significant gap between actual returns and the general profit models people previously expected.
Part of the reason is market maturity, but other factors have also changed.
After premium reset, is it time for MSTR to enter?
As Bitcoin prices pull back 30% from historical highs and spot ETFs face three consecutive months of net outflows, the world's largest Bitcoin strategic reserve company, Strategy, has counter-cyclically initiated a crazy accumulation of over $3.7 billion in a single month. Meanwhile, its stock MSTR has experienced a more than 60% sharp correction, and mNAV has been adjusted from 2.4 to a rational range of 1.07.
This article will analyze Strategy's three future scenarios under different market conditions, combining macro data with the current weak institutional landscape, and explore whether the current moment, with the premium bubble disappearing, is the best time for MSTR to enter.
Your "get-rich-quick" mindset is the culprit hindering you from making big money
So what does "winning" really mean? It means you made money and can still keep it years later.
In other words, if you want to change your fate through the crypto space, you first need to realize that this is not a competition of "who makes the most" or "who doubles the fastest," but rather a competition of "who can survive until the end."
The reality is harsh; most "geniuses" become fuel, and only a small portion can successfully survive to the next cycle. Among these survivors, those who can truly achieve compound growth are even rarer.
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