VanEck: Bitcoin's Four-Year Cycle Broken in 2025, Future Trend Still Cautious for the Next 3 to 6 Months
On January 13, VanEck noted in a post:
“As 2026 gets underway, fiscal and monetary policy signals are growing clearer, the broader market is leaning more toward risk-taking, and investment opportunities in artificial intelligence (AI), private credit, gold, and crypto assets are becoming more attractive following recent adjustments.
“The 2026 market landscape is a scenario investors haven’t seen in years: a clear outlook. Defined expectations around fiscal policy, monetary policy direction, and core investment themes support a more constructive, risk-on strategy—but investors still need high discernment when selecting assets.
“In crypto markets, Bitcoin’s traditional four-year cycle broke in 2025, complicating short-term signals. This deviation calls for a cautious take on trends over the next 3–6 months. However, this isn’t an internal consensus: the team has differing views, with Matthew Sigel and David Schassler more bullish on the current cycle’s short-term performance.”
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The Democratic Party Launches Cryptocurrency Fundraising Platform BlueVault
Jan 13 — The U.S. Democratic Party is launching a new digital asset fundraising platform called BlueVault, aiming to re-engage cryptocurrency industry supporters after its 2024 presidential election loss, per Decrypt.
The BlueVault crypto fundraising service went live Monday, enabling Democratic National Committee (DNC) campaigns to accept donations in Bitcoin and stablecoins.
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Polymarket Prediction: Probability of "Bitcoin Reaching $100,000 in January" Rises to 27%
As of January 13, Polymarket’s forecast probabilities for Bitcoin’s price movements this January are:
- 27% chance it rises to $100,000
- 61% chance it rises to $95,000
- 33% chance it drops to $85,000
- 13% chance it drops to $80,000
This version uses concise, conversational framing (common in U.S. crypto/finance quick updates), clear bullet points for readability, and "as of" to anchor the time, aligning with American language habits for timely, scannable news.
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「100% Win Rate Whale's ETH Short Hedge」 Adds $14.8M to Bitcoin Long, Bringing Position to $26.3M
January 13th — Per data from Hyperinsight monitoring (via https://t.me/HyperInsight), over the past 10 hours, the whale known for its 100% win rate in ETH long-short trades has been steadily adding to its BTC short position.
The whale has accumulated ~161 BTC (valued at ~$14.8 million) with an average entry price of $91,700, bringing the total position size to $26.3 million. Its liquidation price is set at $119,000, and the position holds a slight unrealized profit. Additionally, the whale maintains an ETH long position worth ~$52.7 million, currently showing an unrealized loss of $1.64 million.
This address first began trading on Hyperliquid on October 28th, when it boldly opened a 10x-leveraged ETH short position (size: $50 million) and locked in a profit. The “100% Win Rate Whale” — once suspected of insider trading — has now expanded its ETH long position to $196 million.
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Binance Will Delist AUDIO/BTC, SUSHI/BTC Leveraged Tokens
Per official sources as of January 13, Binance Futures will delist the following trading pairs on January 15, 2026, at 14:00 UTC+8:
**Coin-Margined Futures:**
- AUDIO/BTC
- SUSHI/BTC
- MTL/BTC
- IOTX/ETH
- SLP/ETH
- TRB/BTC
- PYR/BTC
- EGLD/BTC
- ENS/BTC
- APE/BTC
- NEO/BTC
- NMR/BTC
- SHIB/DOGE
- MINA/BTC
**USD-M Futures:**
- AUDIO/BTC
- CTSI/BTC
- SUSHI/BTC
- ATOM/ETH
- MTL/BTC
- WAN/BTC
- MOVR/BTC
- IOTX/ETH
- OXT/BTC
- SLP/ETH
- TRB/BTC
- PYR/BTC
- STORJ/BTC
- EGLD/BTC
- YFI/BTC
- ENS/BTC
- FLUX/BTC
- AUCTION/BTC
- APE/BTC
- REQ/BTC
- NEO/BTC
- NMR/BTC
- SHIB/DOGE
- MINA/BTC
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The South Korean Digital Asset Exchange Association (DAXA) Opposes Government's Proposed Ownership Cap
Jan. 13 — Per The Block, South Korea’s Digital Asset Exchange Association (DAXA) has issued a strong statement opposing the government’s consideration of an ownership stake cap for major shareholders of crypto exchanges.
In a Tuesday statement, DAXA warned the proposed restriction could “significantly hinder” the country’s digital asset industry and market, adding that any attempt to artificially restructure private firms’ ownership would undermine the emerging sector’s foundation. DAXA is a self-regulatory body representing South Korea’s five major crypto exchanges: Upbit, Bithumb, Korbit, Coinone, and Gopax.
Earlier this month, the Financial Services Commission (FSC) proposed limiting major shareholders’ stakes in crypto exchanges to 15%–20% to address potential governance risks from ownership concentration. The proposal has sparked controversy, as it may apply to established firms with existing ownership structures.
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