Important news from last night and this morning (January 5th - January 6th)

The parent company of cryptocurrency exchanges Gemini and Crypto.com donated $21 million to the pro-Trump Super PAC.

According to FinanceFeeds, Gemini and Crypto.com's parent company, Foris Dax, recently donated a total of $21 million to MAGA Inc.'s Super PAC, which supports Trump. Of this, Gemini contributed $1.5 million in USDC, while Foris Dax donated $10 million in cash in two separate donations.

The Tie, a crypto data platform, acquires staking service provider Stakin.

According to The Block, crypto data platform The Tie announced its acquisition of staking service provider Stakin, which manages over $1 billion in entrusted assets, through a cash-and-equity deal. This marks The Tie's first acquisition and signifies its official entry into the crypto infrastructure sector. Estonia-based Stakin operates non-custodial staking services across more than 40 blockchains. The team will be fully integrated into The Tie, while the business will continue to operate independently.

The US crypto market structure bill may be delayed until 2027 for passage and 2029 for implementation.

According to an analysis by TD Cowen cited by The Block, political divisions may delay the passage of US crypto market structure legislation until 2027, with implementation in 2029. The Democratic-driven restrictions on conflicts of interest involving President Trump and his family are a major obstacle. If compromises are reached to postpone the enactment of these clauses, the overall legislation may also be delayed.

The US Department of Justice is accused of illegally selling Samourai wallets and confiscating Bitcoin from the developers.

According to Bitcoin Magazine, on November 3, 2025, the U.S. Department of Justice instructed the U.S. Marshals Service to sell 57.55 bitcoins, worth approximately $6.367 million, through Coinbase Prime. This may violate Executive Order 14233 signed by President Trump, which requires that bitcoins obtained by the government through criminal forfeiture be added to the "National Strategic Bitcoin Reserve" and cannot be sold. Currently, the bitcoin address has a zero balance, indicating that the assets may have been liquidated.

The number of ETH leaving the Ethereum PoS network has almost reached zero, and the waiting period for re-entry has been extended to over 20 days.

According to data from the validatorqueue website, as of now, the number of ETH in the Ethereum PoS network exit queue has decreased to 32, with a queuing time of approximately 1 minute. During the same period, 1,186,397 ETH are waiting to enter the network, with an estimated activation delay of approximately 20 days and 14 hours.

US stocks closed: Dow Jones hit a record high, blockchain concept stocks generally rose.

U.S. stocks closed Monday with the Dow Jones Industrial Average initially rising 1.23%, hitting a new high. The S&P 500 rose 0.64%, and the Nasdaq Composite rose 0.69%. Chevron (CVX.N) rose 5.2%, nearing a new high during the session. Tesla (TSLA.O) rose 3%. Blockchain concept stocks generally rose, with CRCL (Circle) up about 1.59%; MSTR (Strategy) up about 4.81%; and COIN (Coinbase) up about 7.77%.

Bitmine has added 186,000 ETH to its staked amount, bringing the total staked amount to 779,000 ETH.

According to Onchain Lens, Bitmine has staked another 186,336 ETH, equivalent to approximately $604.5 million at current prices. Its total staked ETH has now reached 779,488, worth approximately $2.52 billion.

Strive acquired approximately 101.8 bitcoins between November 10th and December 31st.

Bitcoin treasury company Strive disclosed on the X platform that between November 10, 2025 and December 31, 2025, Strive purchased approximately 101.8 bitcoins at an average cost of approximately $94,525 per bitcoin. As of December 31, 2025, Strive held approximately 7,626.8 bitcoins, with an average purchase cost of approximately $113,153.

Brevis: The BREV token airdrop application will begin tomorrow at 9 PM, and the claim period is 30 days.

Brevis announced on the X platform that the BREV token airdrop will begin on January 6th at 21:00 (UTC+8) and will be available for collection for 30 days.

Starknet is back online and running fully.

According to official sources, Starknet has resumed operation and is running fully. Transactions submitted between 9:24 AM and 9:42 AM UTC may not have been processed correctly. A retrospective report will be released later, including a complete timeline of events, root cause analysis, and long-term preventative measures.

Jupiter officially launched JupUSD, a stablecoin built on Ethena technology.

According to official news, Jupiter has officially launched its stablecoin JupUSD, a reserve-backed, USD-pegged stablecoin built on Ethena Labs technology, "aimed at powering the next chapter of finance." Initially, 90% of its reserves will consist of the licensed, GENIUS-compliant stablecoin USDtb, secured by BlackRock's BUIDL fund, with a 10% USDC liquidity buffer. While JupUSD does not generate yield, it can be integrated with Jupiter Lend for deposits, lending, or leveraged operations, enjoying exclusive benefits. By depositing funds into Lend's yield vault, users will receive jlJupUSD and enjoy unique promotional offers, providing additional liquidity and utility for JupUSD.

Polymarket will launch a real estate forecasting market in partnership with Parcl.

According to GLOBE NEWSWIRE, Polymarket and on-chain real estate platform Parcl have announced a partnership to launch a real estate prediction market driven by the Parcl index.

WOOFi: The proposal to "permanently burn 300 million WOO tokens" has entered the voting stage.

WOOFi, the DEX protocol for the WOO ecosystem, announced on the X platform that a proposal to permanently burn 300 million locked WOO tokens (approximately 15% of the total supply) is now in the voting stage. This move will bring the circulating supply to 100% FDV, with no further dilution expected. If the proposal passes, the "matching + burning" mechanism will also be terminated. The distribution of proceeds will remain unchanged: 40% will be distributed to token holders through WOO staking; 40% will be used for buybacks and burning; and 20% will be used for foundation expenses. Voting will be based on staking experience points (XP) earned through WOO staking. The voting period is 7 days, starting at 21:30 UTC on January 5th.

Vitalik: Ethereum needs to carve out a unique value track with "resilience"

Ethereum co-founder Vitalik Buterin wrote that in the existing system, optimizations in efficiency and convenience are merely minor improvements, but Silicon Valley giants have already monopolized this game, and we cannot compete with them. Ethereum must find a different path—resilience. Resilience is not about pursuing higher returns, but about avoiding devastating blows: when faced with bans, the disappearance of developers, cloud service crashes, or cyberwars, the system can still maintain a latency of 2000ms; when anyone in the world connects to the network, they can become an equal sovereign participant. This resilience is not a UN seat or a Davos handshake of "sovereignty," but digital sovereignty—granting autonomy to the world's computers and their users by eliminating arbitrary dependence on external forces. It makes equal interdependence possible, rather than becoming a vassal of multinational corporations. This is the track where Ethereum can win; in a turbulent world, the value it provides is increasingly needed by many. Web2 technology is unrelated to resilience; the resilience of traditional finance is only for specific risks. While blockchain space is abundant, decentralized, permissionless, and resilient blockchain space is scarce. Ethereum must first become such a space before achieving scalability.

Infinex: Public offering removes $2,500 cap, retains priority allocation rights for sponsors.

Infinex has acknowledged problems with its sales mechanism and announced major adjustments: 1. The investment cap of $2,500 per user will be removed, allowing users to decide their own investment amount; 2. The allocation will be changed from random to a "maximum-minimum fair allocation" to ensure equal distribution for all participants until the supply is exhausted, at which point any excess contributions will be refunded; 3. Sponsors will retain priority allocation rights, with the specific priority method to be determined after the sale ends.

Currently, Strategy's Bitcoin holdings have a floating profit of $11.975 billion, while Bitmine's Ethereum holdings have a floating loss of $2.983 billion.

According to on-chain analyst Ember's monitoring, the largest treasury companies for Bitcoin and Ethereum increased their holdings last week as follows: Bitcoin treasury company Strategy (MSTR) increased its holdings by 1,287 BTC ($116 million) at a price of approximately $90,316. They now hold a total of 673,783 BTC ($62.527 billion), with an average cost of $75,026 and a paper profit of $11.975 billion. Ethereum treasury company Bitmine (BMNR) increased its holdings by 32,977 ETH ($98 million) at a price of approximately $2,963. They now hold a total of 4,143,502 ETH ($13.039 billion), with an average cost of $3,867 and a paper loss of $2.983 billion.

Grayscale will distribute ETH staking rewards to ETHE holders, with each holder receiving $0.083178.

According to official news, Grayscale announced that its Grayscale Ethereum Staking ETF (ticker symbol: ETHE) has distributed staking yields earned through staking between October 6, 2025 and December 31, 2025 to existing shareholders. This marks the first time a U.S. spot crypto asset trading product has distributed staking yields to its holders. Under this distribution plan, ETHE holders will receive $0.083178 per share, reflecting the proceeds earned through staking and subsequently sold during the corresponding period. The distribution will take place on January 6, 2026 (the distribution date), and will be made to investors who held ETHE shares as of January 5, 2026 (the record date).

An address deposited 500,000 LINK tokens into a Binance deposit address linked to GSR Markets, worth approximately $6.77 million.

According to Arkham monitoring data, approximately ten minutes ago, an address deposited 500,000 LINK tokens into a Binance deposit address linked to GSR Markets, worth approximately $6.77 million. These tokens were reportedly transferred from another intermediary address to GSR Markets. Tracing the source of these funds, they were found to be two addresses that established LINK positions between June and July 2024, with an average withdrawal price of approximately $13.06. The deposit price this time was $13.54. Along with the overall market rise, LINK has also seen a 9.25% increase in the past week.

Bitmine increased its holdings by 32,977 ETH last week, worth $104 million.

According to OnchainLens monitoring, Bitmine purchased 32,977 ETH last week (worth $104 million). Currently, they hold a total of 4,143,502 ETH, with a total value of $13.08 billion.

BitMine: The total amount of staked ETH is 659,219, with a total value of approximately $2.1 billion.

According to PR Newswire, Nasdaq-listed Ethereum treasury company BitMine disclosed that as of January 4, 2026, BitMine had a total of 659,219 ETH staked (worth $2.1 billion at $3,196 per ETH). This is an increase of 250,592 ETH from the previous week. This represents only a small fraction of the 4.11 million ETH held by BitMine.

BitMine currently holds over 3.43% of the ETH token supply, with total assets reaching $14.2 billion.

According to PR Newswire, Nasdaq-listed Ethereum treasury company BitMine disclosed that it currently holds over 3.43% of the Ethereum token supply. BitMine's total cryptocurrency, cash, and "Moonshots" holdings amount to $14.2 billion, including approximately 4.144 million ETH, $915 million in uncollateralized cash, and other cryptocurrency assets. As of November 30th, Eastern Time, the company's cryptocurrency holdings included 4,143,502 ETH and 192 BTC. In addition, the company also holds $25 million worth of Eightco Holdings shares and $915 million in uncollateralized cash.

Strategy faces a projected loss of $17.44 billion in the fourth quarter of 2025.

According to Walter Bloomberg, Strategy Inc., led by Michael Saylor, reported a fourth-quarter unrealized loss of $17.44 billion, impacted by the decline in Bitcoin prices. Its stock price has fallen nearly 70% from its 2024 peak, raising concerns about the sustainability of its Bitcoin-dominated corporate finance model. The company sold shares last December to build cash reserves amid declining investor confidence.

A whale has pledged 33,499 ETH, equivalent to approximately $106 million.

According to OnchainLens monitoring, a whale has staked 33,499 ETH (worth $106.17 million). This whale initially spent $113.25 million to purchase these ETH and is currently facing a loss of $7.36 million.

Strategy disclosed that it increased its holdings of Bitcoin by 1,287 and increased its dollar reserves by $62 million.

According to official sources, Strategy (formerly MicroStrategy) disclosed that it increased its holdings by 1,287 bitcoins, bringing its bitcoin reserves to 673,783, while also increasing its dollar reserves by $62 million, bringing the total to $2.25 billion.

Tom Lee: Predicts Ethereum's future price will reach $250,000

According to DL News, Bitmine Chairman Tom Lee recently predicted in a letter to shareholders that the price of Ethereum will surge by 8000%, reaching $250,000 per token. This surge would propel Ethereum's market capitalization to approximately $30 trillion, exceeding the combined market capitalization of Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla. When he made this bold prediction, Ethereum was trading slightly above $3,100, less than half of his predicted price of $7,500 by the end of 2025. Recently, Bitmine proposed a 100-fold increase in authorized shares through a stock split. Tom Lee believes this split is necessary because "Bitmine's stock price follows Ethereum's price," and expects the company's stock price to reach $5,000 per share when Ethereum reaches $250,000. He did not provide a timeline for achieving any of these targets.

A user claiming to be a PNUT Dev has been accused of secretly releasing a large number of RUG disks and raking in millions of dollars in illicit funds.

According to GoPlus's investigation, user @ShittymikeSoll, posing as a PNUT Dev, gained attention by falsely claiming to have earned $18 million from $1,000 in a month. He then publicly shared a large wallet address, boasting that he would turn $860,000 into $100 million in a live stream, successfully hyping up the market. However, he secretly issued numerous RUG (Russian Investment Platform) schemes, raking in millions of dollars in illicit funds. On December 29, 2025, ShittymikeSol posted "My first real Alpha trade after a year's break," claiming to have invested $500 in HNUT, which appreciated to $200,000 in one day, and then closed the position at the peak the next day, making a profit of $700,000. The tweet also encouraged users to copy his trades and join his Telegram community. However, the community quickly reported that the price of HNUT plummeted by 99.99%, suggesting the project team had absconded with the funds. Analysis revealed that while no significant profits were found at the PNUT developer addresses, tracing early large transactions and suspected "insider trading" addresses ultimately led to a wallet (9B1fR…WZb4) publicly disclosed by ShittymikeSol in August. Further investigation revealed that this network had consolidated funds into a unified address (2hnAT…GUjf) over the past eight days, totaling a staggering $3.7 million. Notably, even residual funds from the HNUT project team's address flowed to this consolidation address. Furthermore, these related addresses used the same methods to create and manipulate dozens of MEME coins, including SHEKER, Gonk, MADURO, FAFO, Trump, DIM, TRUMP2, BANGER, Lily, ROY, horge, WhiteShark, TRUMP, bork, bonkdog, and BITPEPE. These cryptocurrencies all experienced a "cliff-like drop" or a "Super Mario-style plunge" (a sharp drop of 99% in a short period of time), and all the remaining funds of the project teams and suspected insider trading profits ultimately flowed to the same aggregation address (2hnAT…GUjf).

Ledger suffers another data breach linked to payment processor Global-e.

According to crypto detective ZachXBT, hardware wallet provider Ledger has suffered another data breach due to payment service provider Global-e leaking customers' personal data (names and contact information). Earlier today, some users received an email notification from Global-e stating: "Global-e's cloud system experienced unusual activity. Although measures have been taken to control and harden the system, the investigation confirms that some Ledger customers' personal information was improperly accessed. The incident is still under further investigation."

American Bitcoin has increased its total Bitcoin reserves to approximately 5,427 BTC.

According to official sources, American Bitcoin, a cryptocurrency mining company backed by the Trump family, has increased its total Bitcoin reserves to approximately 5,427 BTC and achieved a Bitcoin yield of approximately 105.0% between its Nasdaq listing on September 3, 2025 and January 2, 2026.

Starknet is currently experiencing an outage, and the team is actively investigating the issue.

Starknet posted on the X platform that Starknet is currently experiencing an outage, and the team is actively investigating the problem and working hard to restore all functions as soon as possible.

Binance: The total amount of BREV HODLer airdropped tokens represents 1.5% of the maximum total token supply.

Binance has released details of the Brevis (BREV) HODLer airdrop. The total and maximum supply of BREV tokens are both 1 billion. The total airdrop amount is 15 million BREV (1.50% of the maximum total supply). An additional 5 million BREV will be used for marketing activities after the spot listing. The circulating supply at the time of listing on Binance will be 250 million BREV (25% of the maximum supply). Previously, it was reported that the 60th project in the Binance HODLer airdrop, Brevis (BREV), has been launched.

Binance HODLer airdrop has now launched Brevis (BREV), the 60th project.

According to the official announcement, Binance's HODLer airdrop has now launched its 60th project – Brevis (BREV), a smart, verifiable computing platform that provides infrastructure for scalable, trustless computing across blockchain, data, and AI systems. From 08:00 on December 17, 2025 to 07:59 on December 20, 2025 (UTC+8), users who subscribe to BNB-based capital-protected earning products (fixed-term and/or flexible) or on-chain earning products will receive an airdrop allocation. HODLer airdrop information is expected to be available within 24 hours, and new tokens will be distributed to users' spot wallets at least one hour before trading begins. Binance will list BREV on January 6, 2026 at 22:00 (UTC+8) and open trading pairs against USDT, USDC, BNB, and TRY, subject to seed tag trading rules. The BREV deposit channel will open on January 5, 2026 at 20:00 (UTC+8). *Please note that BREV will be listed and traded during the Binance Alpha event (time to be announced later), but BREV will no longer be displayed on Binance Alpha after spot trading is opened.