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Renowned analyst Willy Woo stated on the X platform that the 12-year valuation trend of Bitcoin relative to gold has recently been broken. BTC's relative valuation should be higher, but in reality, it has not been achieved, mainly due to a market awakening to the risks of quantum computing, leading to early pricing of potential issues.Bitcoin is likely to be patched in the future through quantum-resistant signatures, but this does not solve the problem of approximately 4 million "lost" BTC (early lost private keys may be cracked by quantum computers) re-entering circulation. Willy Woo estimates a 75% probability that these lost Bitcoins will not be frozen through a protocol hard fork, so the market needs to account for the selling pressure of 4 million coins in advance.Since MicroStrategy began accumulating BTC in 2020, the total accumulation by enterprises and ETFs is only 2.8 million BTC. These 4 million lost tokens are equivalent to 8 years of corporate accumulation, which will result in serious supply dilution. Before "Q-Day" (the day quantum computing threats materialize, expected in 5-15 years), BTC prices will continue to be affected by this cloud of uncertainty.

According to Fortune magazine, the cross-chain protocol LayerZero, supported by Andreessen Horowitz (a16z) and Sequoia Capital, announced the launch of a new blockchain called "Zero," specifically designed for traditional finance, and has received support from several mainstream Wall Street institutions.The newly launched Zero blockchain aims to achieve a performance of processing 2 million transactions per second with a cost of less than one cent per transaction through breakthroughs in zero-knowledge proof technology, addressing the traditional financial system's demand for high throughput and low costs. The company plans to officially launch the network in September.Citadel Securities, ARK Invest founder Cathie Wood, and the parent company of the New York Stock Exchange, Intercontinental Exchange (ICE), have participated in the project as investors, partners, or advisors. Stablecoin issuer Tether and ARK Invest have also confirmed their investment in LayerZero.LayerZero co-founder Bryan Pellegrino stated that the introduction of these institutions with deep market structure experience aims to drive Wall Street's large-scale adoption of blockchain technology.

ARK Invest CEO Cathie Wood recently stated on the podcast "The Rundown" that the current price of gold relative to the M2 money supply has reached an all-time high, even surpassing the high inflation period of the 1970s or the Great Depression of the 1930s (when it corresponded to extreme currency collapse or hyperinflation).However, the macro environment is the opposite now: monetary supply expansion, the economy not collapsing, and ample liquidity → gold has "priced in the worst-case scenario/fear," is in a phase of "irrational exuberance," and is likely to pull back. But Bitcoin is different; it is still in its emerging stage, and "if I were an aggressive investor, I would choose to shift from gold to Bitcoin now."Additionally, Cathie Wood reiterated that the optimistic target price for Bitcoin by 2030 is $1.5 million.

ARK Invest founder Cathie Wood stated that, according to Truflation data, the year-on-year consumer price inflation in the United States has dropped to 0.86%, significantly lower than the 2%-3% range maintained over the past two years. She believes there is a possibility for further declines in inflation, or even a shift to negative values, which differs from the predictions of BlackRock and PIMCO.Cathie Wood also pointed out that although the US Dollar Index (DXY) has recently pulled back, it has not experienced a collapse. If the current government's policies enhance the return on invested capital (ROIC) in the US compared to other regions globally, the dollar may experience a strong upward trend reminiscent of the "Reaganomics" era of the 1980s.

ARK Invest CEO Cathie Wood responded to investors' concerns about "confusion in investment direction after the gold pullback," stating, "Contrary to the current mainstream view, I believe that Bitcoin, Ethereum, Solana, and HYPE may serve as good diversification options. Since the beginning of 2020, the correlation between Bitcoin and gold prices has been very low, at only 0.14. In the last two Bitcoin bull markets, gold has led the rise of Bitcoin."

ARK Invest founder Cathie Wood stated on the X platform that, contrary to the current mainstream view, BTC, ETH, Solana, and hyperliquid may be good options for diversified investments.Since the beginning of 2020, the correlation between Bitcoin prices and gold prices has been low, at only 0.14. Gold has led Bitcoin in the last two Bitcoin bull markets.

Binance CEO He Yi commented on the significant losses of Cathie Wood's fund in crypto assets, stating, "Cathie is not a Binance user; we do not serve Americans and American entities, which is offensive."On January 26, ARK Invest CEO Cathie Wood pointed out in a Fox Business program that the recent pullback of Bitcoin from its highs 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 within the community regarding Binance's role in the 1011 crash.

Cathie Wood recently expressed strong opposition to the current high level of transparency from the Federal Reserve during her appearance on the podcast "The Brainstorm," stating, "This has instead created market volatility and high-frequency trading opportunities." She prefers a more action-oriented approach similar to the eras of Volcker (focused on money supply) or Greenspan (where gold prices were relatively stable).Cathie Wood believes that current U.S. inflation is essentially below 2% (based on unit labor costs of only 1.2-1.4%), which is completely different from the wage-cost-push inflation of the 1970s. Trump’s policies (similar to Reagan's but more aggressive) could further enhance U.S. capital returns, strengthen the dollar, and help control inflation without the need for significant interest rate hikes.In the field of AI, Cathie Wood stated that if hundreds of billions of dollars are invested in AI computing power over the next few years, humanoid robots are expected to achieve true flexibility by the late 2020s, potentially replacing human labor. Cathie analyzes that the economics of humanoid robots are very strong: a $100,000 robot could correspond to a human cost of $500,000 over 10 years, with an ROI of over 5 times, ultimately leading to trillion-dollar productivity gains.

Vitalik Buterin recently stated that he no longer fully agrees with the old view of blockchain as "only recording transaction order, not committing to state," and explained the reasons for his change in perspective.Vitalik pointed out that his early opposition to this idea was primarily based on the fact that if the chain does not commit to state, ordinary users must either fully verify all transactions from the genesis block or be forced to trust a single third-party service provider, both of which are not ideal options. In contrast, designs like Ethereum that commit to the state root in the block header allow for the verification of any state through Merkle proofs under the "majority honest" consensus assumption, which is much more feasible. He emphasized that the real game changer is the development of zero-knowledge technologies like ZK-SNARKs, which make it possible to verify the correctness on-chain without re-executing all transactions, thus "achieving both security and scalability."Additionally, Vitalik reflected on the uncertainties in the real world: network interruptions, service provider shutdowns, consensus centralization, and censorship risks can occur at any time. Therefore, the blockchain system must always retain a fallback that is "self-verifiable without relying on others." In his view, the "cabin in the woods" is not a model for everyone to live in daily, but rather a safety net in extreme situations, and it is also an important leverage against intermediaries and service providers. Maintaining such a minimally viable and autonomously usable path is an indispensable part of Ethereum's long-term evolution.

According to market news, ARK Invest CEO Cathie Wood stated in the released 2026 outlook that Bitcoin, due to its low correlation with major asset classes such as gold, stocks, and bonds, is expected to provide asset allocators with higher unit risk-adjusted returns, becoming an effective portfolio diversification tool in the coming years.ARK's analysis of weekly returns from January 2020 to early January 2026 shows that the correlation coefficient between Bitcoin and gold is only 0.14, significantly lower than the correlation coefficient of 0.27 between the S&P 500 index and bonds. The correlation coefficient between Bitcoin and bonds is the lowest (0.06), while the correlation with the S&P 500 is the highest (0.28), but still far below the correlations between traditional asset classes.Wood believes that Bitcoin's protocol strictly limits its supply growth, with an annual growth rate of new issuance of about 0.8% over the next two years, which will then slow to about 0.4% per year. This mathematically fixed supply creates inherent scarcity. She pointed out that the predictable supply pattern, combined with increasing demand, has driven Bitcoin's price up by 360% since the end of 2022.

ARK Invest founder Cathie Wood stated, "The next three years could be an 'enhanced version of Reaganomics,' and the U.S. stock market may enter another golden age. I remember in the early days of my career, deregulation, tax cuts, sound monetary policy, and peace through strength significantly strengthened the dollar, which in turn suppressed gold prices."

Camp Network announced a collaboration with the film financing platform Mugafi to help finance the historical film "Swarajya Agra" through on-chain real-world assets (RWA), marking the first instance of institutional-level on-chain financing for a Bollywood film.It is reported that the project is now open for community participation, with a financing goal of $200,000, offering investors a 40% annualized return. The names of outstanding contributors will be included in the film's end credits. The film is directed by Digpal Lanjekar, the box office champion of Marathi historical films, whose previous works have grossed over $9.4 million. The film is set to be released in theaters worldwide on January 30.Camp Network stated that the financing funds will be specifically used for post-production and promotional distribution of the film, aiming to provide a transparent and efficient new financing model for the film industry through blockchain technology, changing the traditional film industry's reliance on intermediaries and slow capital turnover.

Regarding "Japan will classify Bitcoin as a financial product this year," crypto analyst Willy Woo commented, "The Japanese will be more motivated to buy Bitcoin. Classifying Bitcoin as a financial product means that the tax rate on Bitcoin gains (or transactions) will be 20%, rather than the marginal income tax rate (which is 43-55% if annual income exceeds $57,000). Metaplanet will lose its tax arbitrage advantage compared to self-custodied Bitcoin. About 110 cryptocurrencies are also included, with staking rewards taxed at the marginal tax rate."

Cryptocurrency analyst Willy Woo posted that he is optimistic about Bitcoin's performance from late January to February, but currently bearish on 2026.Willy Woo stated: "The internal investor fund flow model predicts that Bitcoin bottomed on December 24 and has been steadily strengthening since then. Typically, it takes 2-3 weeks for this to reflect in the price, and one could say that this is happening now (though it is suppressed by short-term overbought technical indicators). Another positive factor is that cash liquidity (in the futures market) is recovering after months of stagnation, similar to mid-2021, which facilitated the second peak of the last cycle. Therefore, the resistance level of $98,000 - $100,000 needs to be held. If this resistance level is broken, the next thing to watch is the resistance at ATH.However, I remain bearish on 2026 because, from a more macro perspective, liquidity has been weakening relative to price momentum since January 2025. We are currently in the hotspot area of the final stage, where momentum lacks sufficient liquidity support. My view would change only if a significant amount of spot (i.e., long-term) liquidity flows in over the next few months, breaking the downtrend. It is worth noting that a bear market has not yet been confirmed, and confirmation of a bear market would manifest as sustained outflows of Bitcoin funds (which is a lagging indicator of the cycle peak)."

Cryptocurrency analyst Willy Woo's latest chart shows that Bitcoin's current long-term capital inflows have not yet experienced a large-scale influx of funds similar to previous bull market cycles, indicating that the market still follows the traditional four-year cycle rhythm.Although the BTC price has reached $91,000, the inflow trend remains in a moderate phase, similar to the "accumulation phase" at the beginning of 2020. Woo points out that unless there is a significant non-cyclical capital behavior in 2026, the claim of the "end of Bitcoin's four-year cycle" is not valid, and the current data still supports the cyclical upward logic.

ARK Invest founder Cathie Wood stated that the U.S. government may begin to directly purchase Bitcoin in the future to bolster the national Bitcoin strategic reserve, rather than solely relying on assets seized by law enforcement.In a recent episode of the "Bitcoin Brainstorm" podcast, Wood pointed out that although the Trump administration established a national Bitcoin reserve through an executive order, the source of the reserve so far has been limited to seized BTC, with no market purchases made to date. The initial goal was to hold 1 million Bitcoins, so I believe they will eventually start buying.She believes that Trump will continue to place a high emphasis on cryptocurrency issues under pressure from the midterm elections, which is favorable for the Bitcoin strategic reserve. On one hand, Trump and his family have deepening interests in the crypto industry; on the other hand, the crypto community played a significant role in his winning the presidential election. She said, "He doesn't want to be a lame-duck president; he wants one or two more productive years in office, and he sees crypto as a path to the future."Reports indicate that the Trump administration has signed multiple executive orders to establish a Bitcoin reserve and a crypto asset inventory, and has formed a crypto and AI task force led by David Sacks to promote industry legislation, including the GENIUS Act (stablecoin legislation).

Analyst Willy Woo tweeted, "I believe there will be a short-term rally in January (liquidity starts to recover, bottoming out). However, based on trading volume and fees, the long-term (macro cycle) outlook is bearish, and the market is bleak."

The founder of BitcoinTreasuries, The Bitcoin Historian, posted on the X platform that investment legend Cathie Wood stated during a live broadcast on FOX that the four-year cycle of Bitcoin has officially ended.

In the past hour, approximately $18.2 million worth of QNT tokens were transferred from a wallet of the suspected institutional digital asset platform Elwood to another wallet controlled by the same entity. About 24 hours ago, some of these tokens were withdrawn from the Coinbase exchange.

According to Arkham data, at 19:51, 99,999.99 QNT (worth approximately $7.398 million) was transferred from Elwood to an anonymous address (starting with 0x7513...).