Bitcoin HODL Strategy currently has an unrealized gain of 26.3%, approximately $13.63 billion

Jan. 14: Fed’s Kashkari says President Trump’s actions toward the Fed are “about monetary policy.” He adds that Fed Chair Powell “accurately” addressed the issue.

On January 14, Ed Clissold—Chief U.S. Strategist at Ned Davis Research—plans to coin a new term: the **Big MAC Trade**, where MAC stands for “Big Midterms Are Coming.” The concept aims to capture what he sees as the core 2026 U.S. stock market theme: the policy trajectory around and after this year’s fall congressional elections, and its market impact. President Trump kicked off the year with a flurry of policy-related statements, signaling he’s focused on boosting the Republican Party’s odds in November’s elections—with policy levers targeting America’s much-debated affordability crisis. The trend’s market impact could be profound. Case in point: - Last week, Trump called on credit card issuers to cap interest rates at 10% (less than half the current average), sending bank stocks tumbling. - He ordered defense contractors to pause dividend payouts and redirect funds to production, triggering sharp drops in the defense sector. - After recent administration attacks on the Fed’s

January 14th — According to CCTV, former China Securities Regulatory Commission (CSRC) officials Yao Qian (ex-Director of the Science and Technology Regulatory Bureau and former head of the Information Center) was approached in 2018 by entrepreneur Zhang, who asked Yao to intervene on behalf of an ongoing initial coin offering (ICO). The ICO raised 20,000 ether (ETH), and Zhang transferred 2,000 ETH to Yao as a thank-you gift, CCTV reported. A task force found a hardware wallet in Yao’s office drawer, plus undisclosed accounts registered under other individuals’ names holding 10 million yuan. The funds were traced through approximately four layers of transactions, originating from a cryptocurrency trader’s account, and were ultimately used to purchase a villa in Beijing.

On January 14, CZ said during a Chinese AMA that the market trend over the next 3-4 months is unpredictable—adding that even the U.S. President likely can’t forecast that same window’s trend. He also warned novice traders against trading futures contracts, as volatility can lead to significant losses.

**Binance CEO CZ: Meme Coin Season Is Certain, Exact Scope/Scale Unclear** On Jan. 14, during a Chinese-language AMA, CZ noted the direction of meme coins is worth discussing. He emphasized the market has cycles, and future growth will include public chains and coins with real-world use cases. As such, a meme coin season is definite—though its exact scope and scale remain to be observed.

January 14th: CZ stated during a Chinese AMA that the BNB ecosystem remains relatively stable and large. He’s proud of the many active builders contributing to the BNB ecosystem, noting BNB still holds significant price potential. CZ added he still holds a large amount of BNB himself but cannot provide a specific price target.