Key Market Information Discrepancy on January 30th - A Must-Read! | Alpha Morning Report

Featured News

1. Crypto Market Sees Another Major Shakeout, Total Market Cap Falls Below $3 Trillion, Crypto Stocks Plummet, Strategy, BitMine Drop by Nearly 10%

2. Global Risk Assets Plunge Last Night, U.S. Stocks, Precious Metals, Cryptocurrencies All Hit

3. Geopolitical Tensions Escalate Rapidly! U.S. Military Deploys More Warships to the Middle East

4. "CLARITY Act" Narrowly Passes Agriculture Committee Review Along Party Lines, Bipartisan Divide Deepens

5. Citrea Bitcoin ZK Rollup Mainnet Launches, Reigniting Block Space Debate

Articles & Threads

1. "CZ Caught in Overseas Public Opinion Storm, a16z Increases Stake in $HYPE, Mainstream Ecosystem Updates Overview"

Over the past 24 hours, the cryptocurrency market has shown significant differentiation in multiple dimensions. Mainstream discussions have focused on the risk appetite rebound expectation triggered by the rapid rise of $HYPE, as well as the ongoing trust crisis surrounding CZ and Binance. In terms of ecosystem development, Ethereum has been focusing on advancing high-performance infrastructure and on-chain finance narratives, Perp DEX track sees trading volume and mechanism innovation in parallel, prediction markets and asset issuance protocols further highlight accelerating application layer competition through real case studies and funding progress.

2. "What Benefits Can ERC-8004 Bring to Ethereum?"

While AI is reshaping the software industry and most companies are struggling to truly benefit, Ethereum has chosen a different path. This article, centered around ERC-8004, explains why ETH and AI are not additive but rather foundational coexistences: AI requires a trusted, tamper-proof settlement and collaboration foundation, and Ethereum conveniently provides this key capability. By establishing a verifiable identity and reputation system for AI agents, ERC-8004 enables cross-organizational AI-to-AI collaboration, opening up new growth narratives for DeFi, RWA, and on-chain activity.

Market Data

Daily Market Overall Fund Heatmap (reflected by funding rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks