Point of View: The Federal Reserve Has Over-Eased, with a 65% Chance of Stagflation in the United States

January 13th — Per HyperInsight monitoring (via https://t.me/HyperInsight), the largest on-chain gold bull trader currently holds two key leveraged long positions: 1. 1500 PAX Gold (PAXG) tokens with 5x leverage, average entry $4415.46, unrealized gains $271k; 2. xyz:SILVER (silver-pegged token) with 10x leverage, average entry $78.879, unrealized gains $484k. Additionally, the address holds leveraged long positions in a basket of on-chain stock tokens: Apple, Intel, Oracle, AMD, and Palantir.

U.S. Commodity Futures Trading Commission (CFTC) Chair Rostin Behnam announced Monday, January 13, the launch of a new Innovation Advisory Committee focused on guiding regulation of emerging technologies like blockchain and artificial intelligence. The committee will replace the existing Technology Advisory Committee, with a goal of engaging top crypto industry leaders in CFTC’s regulatory processes to craft practical, forward-looking market oversight policies. It will advise the CFTC on “the business operationalization, economic benefits, and practical considerations of emerging financial products, platforms, and business models”—aiming to “set clear rules for the U.S. financial market’s golden age.” Behnam will lead the new committee as its initiator, planning to nominate 12 “CEO Innovators” as founding members. Crypto industry figures tapped include Gemini co-founder Tyler Winklevoss, Polymarket founder Shayne Coplan, Kalshi (prediction market platform) founder Tarek Mansour,

Official sources confirm that starting January 13, Binance users holding 200 or more Alpha Points are eligible to join the FOGO Prime Sale via the Alpha event page. Participating in the sale will deduct 15 Alpha Points.

Jan. 13 – Grayscale has officially released its Q1 2026 report on *Alternative Asset Names Potentially Eligible for Inclusion in Grayscale Investment Products*, listing digital assets not currently in its investment products but identified as potential future candidates. The assets are categorized as follows: - **Smart Contract Platforms**: Aptos (APT), Arbitrum (ARB), Binance Coin (BNB), Celo (CELO), Mantle (MNT), MegaETH, Monad (MON), Polkadot (DOT), Toncoin (TON), Tron (TRX) - **Finance**: Ethena (ENA), Euler (EUL), Hyperliquid (HYPE), Jupiter (JUP), Kamino Finance (KMNO), Lombard (BARD), Maple Finance (SYRUP), Morpho (MORPHO), Pendle (PENDLE), Plume Network (PLUME), Sky (SKY) - **Consumer & Culture**: ARIA Protocol (ARIAIP), Bonk (BONK), Playtron - **AI**: Flock (FLOCK), Grass (GRASS), Kaito (KAITO), Nous Research, Poseidon, Virtuals Protocol (VIRTUAL), Worldcoin (WLD) - **Utilities & Services**: DoubleZero (2Z), Geodnet (GEOD), Jito (JTO), Layer Zero (ZRO), Wormhole (W)

On January 13, per HyperInsight monitoring data, the whale address dubbed the "Lightning U-turn" executed two simultaneous opposite-direction transactions. First, the address took partial profit on its BTC long position by selling 83.21 BTC, valued at roughly $7.607 million. Post-transaction, the average entry price of its BTC long position edged up to $92,062.90, with an unrealized profit of about $1,515 and a remaining position size of $17.3879 million. At the same time, the address’s ETH long position was fully liquidated (forced liquidation). Prior to liquidation, the ETH long position measured $10.681 million. Notably, this address is known for lightning-fast long-to-short shifts, typically opening a large short position immediately after closing a long position.

January 13 — Per GMGN monitoring (via link: https://t.me/gmgnaibot?start=i_m4TE56o8), following a tweet from CZ stating “I’m not against meme coins, but blindly following meme coin transaction tweets will likely lead to losses,” the market took this as a negative signal toward “official IP-derived” meme projects on his platform. As a result, several Chinese-themed meme coins on BSC saw mixed performance, with most posting declines: - **“I Came”**: 6% drop in 1 hour; market cap $26.65M; current price ~$0.026 - **“My Goodness”**: 11% gain in 1 hour; market cap $11.49M; current price ~$0.011 - **“Life K Line”**: 23% plummet in 1 hour; market cap $11.15M; current price ~$0.011 BlockBeats reminds users: Meme coin trading is extremely volatile, relies heavily on market sentiment and hype, and has no tangible value or utility. Investors are advised to exercise caution.