balance

The Ethereum Layer 2 network Starknet, developed by StarkWare, announced the launch of a new type of asset based on Bitcoin, strkBTC, which supports balance shielding and private transfers while maintaining full composability in decentralized finance applications.It is reported that strkBTC allows Bitcoin holders to interact on Starknet DeFi while keeping transaction amounts and counterparties private. The system will deterministically issue strkBTC based on verifiable Bitcoin deposits, avoiding arbitrary control during the issuance process.

According to Jinshi, Schmid expects that the Federal Reserve's balance sheet size will not return to pre-financial crisis levels.

Bitfinex Alpha's latest report indicates that Bitcoin has experienced the deepest pullback in this cycle, with volatility narrowing and momentum weakening, showing that the market is shifting from a liquidation-driven decline to a more balanced consolidation environment.On-chain data shows that most of the recent drop has been absorbed by the demand zone of $60,000 to $69,000, with these near breakeven holders not accelerating their sell-off, which helps stabilize prices and form a sideways pattern.Institutional fund flows remain cautious, with a net outflow of approximately $166 million from Bitcoin ETFs in a single week, and Ethereum-related products also seeing continued redemptions, indicating that sustained accumulation has not yet returned. Although weekend inflows provided initial stabilization signals, overall liquidity remains low. The realized profit-loss ratio continues to shrink to historically defensive levels, indicating limited capital expansion within the network.Derivatives positions have returned to normal, with funding rates trending neutral to slightly negative, reducing liquidation risks but also limiting the acceleration of upward movements.

According to Hyperbot data, Brother Ma Ji Huang Li Cheng currently has a total account asset of approximately $14,731, with about $14,730 in the perpetual contract account and less than $1 in spot assets.He currently holds 300 ETH perpetual long positions, with a position value of approximately $547,000, 25x leverage, an unrealized loss of about $9,167, and a liquidation price of approximately $1,807.

Bitfinex Alpha's latest report indicates that Bitcoin is still consolidating in the $66,000–$70,000 range after its decline, marking the deepest pullback in this cycle. The volatility has narrowed and momentum has weakened, showing that the market is shifting from a liquidation-driven downturn to a more balanced consolidation environment.On-chain data shows that most of the recent decline has been absorbed by the demand zone between $60,000 and $69,000. These near breakeven holders have not accelerated their selling, which helps stabilize prices and form a sideways pattern. Additionally, institutional capital flows remain cautious, with Bitcoin ETFs experiencing a net outflow of approximately $166 million in a single week, and Ethereum-related products also seeing continued redemptions, indicating that sustained accumulation has not yet returned.Although weekend inflows provided initial stability signals, overall liquidity remains low. The realized profit-loss ratio continues to shrink to historically defensive levels, indicating limited capital expansion within the network. Derivatives positions have returned to normal, with funding rates trending neutral to slightly negative, which reduces liquidation risk but also limits the acceleration of upward movements.

Typically, an increase in Bitcoin balances on exchanges is seen as a potential selling pressure signal, indicating that investors may be preparing to sell assets or use them as margin for derivatives trading, both of which usually exacerbate price volatility.

Balancer announced on platform X that it has received a security report regarding Balancer's reCLAMM (rebalanced concentrated liquidity AMM) submitted by the bug bounty platform Immunefi.As a precautionary measure, Balancer has suspended the operation of the relevant liquidity pools during the investigation. User funds are currently safe and fully accessible, and further updates will be continuously announced.

According to crypto journalist Eleanor Terrett, this morning's third meeting on the "Cryptocurrency Market Structure Bill" (the CLARITY Act) regarding stablecoin yields was smaller than last week's, with representatives from Coinbase, Ripple, a16z, and the Crypto Industry Association in attendance, but no bank representatives present individually; the banking industry's voice was conveyed through the industry association.The situation at this meeting was notably different: the White House led the discussion, rather than allowing cryptocurrency companies and banks to dominate the conversation as in previous meetings. Patrick Witt, the Executive Director of the White House Cryptocurrency Committee, brought a draft text that became the focal point of the discussion.The text acknowledged the concerns raised by banks last week in the "Prohibition of Yields and Interest Principles" document, while clearly stating that a key goal of stablecoin-related legislation is to prohibit earning yields on idle stablecoin balances. The debate has narrowed down to whether crypto companies can offer stablecoin rewards tied to specific activities, with banks' concerns seeming to stem more from competitive pressure than the initially perceived worry about deposit outflows.Sources from the banking sector indicated that they are still working to include a study on deposit outflows in the draft—this study would examine the growth of payment stablecoins and their potential impact on bank deposits. Additionally, the banking industry is encouraged by the proposed anti-tax avoidance provisions, which would empower the SEC, the Treasury, and the CFTC to enforce the ban on paying yields on idle balances, imposing a civil penalty of $500,000 per day for each violation.Sources stated that discussions could be finalized by the end of the month, with negotiations continuing in the coming days.

According to Jin Ten's report, the Federal Reserve's meeting minutes show that several participants expressed their support for using a balanced statement in future interest rate decisions to reflect that if inflation remains above the target level, raising interest rates may be an appropriate choice.

According to Jinshi reports, Federal Reserve Governor Barr stated that the current job market is in a balanced state, but it is still susceptible to shocks.

The Bitcoin treasury company Metaplanet released its fiscal report for 2025 on Monday. As of December 31, the company recorded a net loss of 95 billion yen (approximately 619 million USD), compared to a net profit of 4.44 billion yen (approximately 28.9 million USD) in fiscal year 2024, marking a shift from profit to loss.The report indicated that this loss was primarily due to a valuation loss of 102.2 billion yen (approximately 665.8 million USD) on its held Bitcoin. The company classified this portion of the loss as a non-operating expense, stating that it had no impact on cash flow or operational activities.Despite the volatility in net profit, the company emphasized that its capital structure remains resilient. Metaplanet pointed out that its balance sheet is still "robust," and even with an "86% drop in Bitcoin prices," its liabilities and preferred stock can be fully covered, thanks to a high equity ratio of 90.7%.As of December 31, the company reported liabilities of 46.7 billion yen (approximately 304.2 million USD) and net assets of 458.5 billion yen (approximately 2.99 billion USD), with the value of its held Bitcoin at 481.5 billion yen (approximately 3.1 billion USD).The documents show that in terms of operations, Metaplanet's revenue for fiscal year 2025 reached 8.91 billion yen (approximately 58 million USD), a 738% increase from the previous year's 1.06 billion yen (approximately 6.9 million USD); meanwhile, operating profit surged from 350 million yen (approximately 2.28 million USD) to 6.29 billion yen (approximately 41 million USD), an increase of 1695%.The company stated that its Bitcoin-related business generated revenue of 8.47 billion yen (approximately 55.2 million USD) and operating income of 7.19 billion yen (approximately 46.8 million USD), with this growth primarily attributed to premium income from Bitcoin options trading.

According to Bloomberg, Bitfury founder Val Vavilov stated that the recent plunge in cryptocurrency is a great opportunity to buy again. He commented on WhatsApp: "For us, the drop in Bitcoin is an opportunity to rebalance our portfolio and purchase a certain amount of Bitcoin at a low price." However, he did not disclose the investment amount or the quantity purchased.Vavilov said: "We believe in Bitcoin and its growth potential, and we hold part of our assets in Bitcoin, but it is just one component of our portfolio." He emphasized that his company has long expanded from cryptocurrency mining to the field of artificial intelligence infrastructure.

According to Jinshi reports, Schmid said that Congress and the administration may want to stimulate the economy, but the Federal Reserve needs to maintain a balance between employment and inflation.

According to Jin Shi reports, Federal Reserve Governor Mian stated that the Federal Reserve's balance sheet needs to be reduced, but this should not rule out the possibility of large-scale asset purchases during an economic crisis.He pointed out that reducing the balance sheet would decrease the Federal Reserve's influence in the financial markets and provide more options for future crises. Mian emphasized that although he supports the reduction plan, this process cannot be completed immediately and many regulatory hurdles need to be overcome.

According to Jin Ten, Federal Reserve Governor Milan stated that it makes sense to utilize the Federal Reserve's balance sheet during difficult times.

The Rosen Law Firm, a U.S. investor rights law firm, is investigating potential securities claims on behalf of Balancer (BAL) token investors, alleging that Balancer may have issued misleading business information to the public. This investigation stems from a Bloomberg report on November 3, which indicated that the DeFi protocol Balancer had been attacked, resulting in over $100 million in digital assets being stolen.According to monitoring by security firms PeckShield and Cyvers, the total losses from this incident are approximately $128 million. The Rosen Law Firm is currently preparing to file a class action lawsuit to seek recovery of investors' losses.

According to Jin Shi reports, Federal Reserve Vice Chairman Jefferson stated that the labor market may be in a balanced state, exhibiting an environment of low hiring and low layoffs.

During the Asian trading session, U.S. Treasury yields fell slightly across the board, driven by expectations related to the nomination of Kevin Warsh as the Federal Reserve Chairman. Erik Liem, an analyst at Deutsche Bank, noted in a report that Trump's nomination of Kevin Warsh has strengthened a market expectation that the Federal Reserve may not rely as heavily on balance sheet measures in the future as it has in the past.Meanwhile, the U.S. Treasury's decision to maintain stable auction sizes aligns with market expectations, although officials stated that they are still assessing the possibility of increasing the auction sizes for bills, bonds, and floating rate notes in the future.

According to Jin Shi's report, the research report from China International Capital Corporation points out that it is difficult to shake the normalization of balance sheet expansion regardless of who is chosen as the Federal Reserve Chairman. Although the Federal Reserve began expanding its balance sheet last December, and there has been a marginal improvement in liquidity, narrow liquidity remains well below the lower limit of the "ample level," and the dollar liquidity indicators still show a relatively tight state since the pandemic.Under the pressures of debt and financial market stability, the trend of liquidity expansion is likely to be a high-probability event, and there is a possibility of a sustained global asset bull market.

Balancer posted on platform X that it has noticed significant liquidations of BAL on Aave and Venus, leading to notable price fluctuations of the token. The Balancer team is currently assessing the potential impacts of these events on the liquidity mining of various pools and will coordinate next steps with ecosystem partners, while confirming that this is an external market event. The Balancer protocol remains secure and operational, unaffected by this liquidation.