Key Market Information Discrepancy on January 29 - A Must-Read! | Alpha Morning Report
Featured News
1. Five Major Institutions Look Ahead to 2026 Fed Rate Cuts
2. WLD Surges Over 40% on OpenAI Potential Collaboration News
3. JTO Breaks $0.5, 24-Hour Gain Extends to 51.2%
5. CLAWD Market Cap Exceeds $40 Million, BNKR Market Cap Exceeds $57 Million
Articles & Threads
1. "You Can Turn Everything into a Meme, But Cherish This Great Cathedral"
The entire crypto industry is going through a massive collapse. The prosperity of the casino, far from giving back to the cathedral, is actively destroying those who are trying to build it. From the genesis block of Bitcoin mined by Satoshi Nakamoto in 2009 to 2026, what has happened in these seventeen years in the crypto industry? How has that cathedral built of code and ideals been transformed step by step into a casino filled with dice rolls and wails?
2. "$5.15 Billion, a Win-Win 'Fire Sale'"
On January 22, 2026, Capital One announced the acquisition of Brex for $5.15 billion. This was a surprising transaction, where Silicon Valley's youngest unicorn was acquired by Wall Street's oldest bankers. Behind a slew of data, there is a paradox: Brex is still growing at a rate of 40-50%, with ARR reaching $500 million and over 25,000 customers. Why would such a company choose to sell, and at a price 58% below its peak valuation?
Market Data
Daily market-wide funding heat (as reflected by funding rate) and token unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate

Token Unlock

You may also like

Beta, meet cash flow

How do tokenized stocks work? A conversation with the head of digital assets at BlackRock

Is the rebound an illusion? The bond market has already provided the answer

The End of Crypto Premium? Observing the Market Logic Shift from the Dilemma After Gemini's Listing

The third round of repurchase and destruction by JST has been completed as scheduled, with a repurchase and destruction scale exceeding 21 million USD

Will Bitcoin ETF Increase Bitcoin Price in 2026?
Will Bitcoin ETF increase BTC price in 2026? See what ETF inflows signal about institutional demand, market momentum, and Bitcoin’s long-term outlook.

How to Track Bitcoin ETF Flows in 2026: Best Free Trackers Used by Analysts
Since 2024, Bitcoin ETFs have become one of the main channels through which institutional capital enters the crypto market. Unlike traditional crypto exchange volume data, ETF flow data reflects portfolio allocation decisions from large investors, which often influence long-term price direction rather than short-term speculation.

How to Invest in Bitcoin ETF in 2026: Beginner's Step-by-Step Guide
For users who want the simplest way to follow Bitcoin price movements, ETFs can be a convenient starting point.

What Is a Bitcoin ETF? Is Bitcoin ETF a Good Investment Entry for Crypto Beginners in 2026?
What is a Bitcoin ETF and why does it matter in 2026? Learn how Bitcoin ETFs work, why institutions use them, and how they changed crypto market access worldwide.

Bitcoin ETF vs Ethereum ETF: What's the Difference in 2026?
Bitcoin ETF vs Ethereum ETF: What’s the difference and which should you choose in 2026? Compare risk, adoption trends, and portfolio roles before investing.

The Bounce is a Illusion? The Bond Market Has Answered

The Flip Side of the Stock Market Rally: Energy Reconfiguration, Bitcoin Short Squeeze, and Market Dislocation

Claude's Request for Identity Verification Prompts Reflection from a Relay Operator

PinPet × VELA: Solana's First Atomic Swap Engine and Yield Hedging Protocol, Reframing the DeFi Financial Paradigm

From Coinbase to OpenAI: When lobbying experts start to flee crypto

Understanding the Key Issues of Tokenization in One Article

Silicon Valley Entrepreneurship Guru Steve Blank: In the AI Era, Startups Over Two Years Old Should Reboot

How Dangerous Is Mythos? Why Anthropic Has Decided Not to Release the New Model
Beta, meet cash flow
How do tokenized stocks work? A conversation with the head of digital assets at BlackRock
Is the rebound an illusion? The bond market has already provided the answer
The End of Crypto Premium? Observing the Market Logic Shift from the Dilemma After Gemini's Listing
The third round of repurchase and destruction by JST has been completed as scheduled, with a repurchase and destruction scale exceeding 21 million USD
Will Bitcoin ETF Increase Bitcoin Price in 2026?
Will Bitcoin ETF increase BTC price in 2026? See what ETF inflows signal about institutional demand, market momentum, and Bitcoin’s long-term outlook.





