Huang Renxun has left Beijing, and NVIDIA has not disclosed whether Huang Renxun met with the DeepSeek founder.

Jan. 10: Citigroup forecasts 25-basis-point interest rate cuts from the Federal Reserve in March, July, and September this year, per market sources—revising its prior projection which called for cuts in January, March, and September.

Jan. 10 — Market sources report the U.S. Supreme Court is expected to rule on the Trump tariff case Wednesday, Jan. 14.

Jan. 10 — Jurrien Timmer, Fidelity’s Global Macro Director, noted Bitcoin’s current trajectory aligns more with the internet’s S-curve than a power-law curve. Many Bitcoin proponents argue the four-year cycle has ended, with a new structural uptrend on the horizon. I’m skeptical, though—not of the diminishing impact of halving cycles (a point I agree with), but of the idea that bear markets are a thing of the past. Right now, Bitcoin’s floor sits at $65k (its prior all-time high), while the power-law trendline pegs its base at $45k. While there’s still a gap to the target level, if Bitcoin consolidates over the next year, the power-law trendline could drift closer to $65k and become a make-or-break level. That said, this may (or may not) materialize in the coming year or beyond.

On January 10, Polymarket posted on X that it has been named the exclusive prediction market partner for the Golden Globes.

Jan. 9 — Per data from LookIntoBitcoin: - Bitcoin ETFs registered a net outflow of 3,826 BTC on the day, with a 7-day net outflow of 183 BTC. - Ethereum ETFs saw a daily net outflow of 58,467 ETH, while their 7-day net inflow stood at 342,134 ETH. - Solana ETFs posted a daily net inflow of 67,125 SOL, matching their 7-day net inflow of 342,134 SOL.

On January 9, CryptoQuant reported on-chain data showing that addresses holding between 1,000 and 10,000 BTC experienced a year-over-year (YoY) decline of 220,000 BTC—marking the sharpest such drop since early 2023. Notably, a comparable trend unfolded in 2021-2022, which preceded a subsequent price peak.