ChainCatcher news, Tether CEO Paolo Ardoino stated on social media, "At the PlanB forum in El Salvador, I was asked this question: Are you worried about competitors to USDT? My answer: Many people do not realize that Tether has built one of the most extensive digital and physical distribution networks in human history over the past 10 years.While some competitors are increasing the market value of their stablecoins on their balance sheets by raising funds from investors and paying incentives to banks, Tether already has hundreds of thousands of partners, establishing service terminals in all developing countries, creating digital platforms with tens of millions of users and amazing technology. The scale of our network is what sets us apart.This is why USDT has been able to successfully empower 400 million users in emerging markets, enabling them to access the global financial system through the USDT stablecoin. There are still billions of people who cannot access basic financial services; these are good people who are simply overlooked by banks because they are too poor. We will continue to fulfill our mission to help them.And in the process, we are helping the U.S. economy by repurchasing hundreds of billions of U.S. Treasury bonds, strengthening the dollar's position as the world's most widely used fiat currency. So no, I am not worried at all."

ChainCatcher news, according to CoinDesk, CryptoQuant's latest analysis shows that the Bitcoin network activity index has fallen to 3760, down 15% from the historical high of November 2024, marking a new low in a year. This index comprehensively measures multiple indicators such as the number of active addresses, transaction volume, block size, and transaction fees. Daily transaction volume has decreased from a peak of 734,000 to 346,000, a drop of 53%; the number of unconfirmed transactions in the Bitcoin mempool has plummeted from 287,000 in December 2024 to 3,000, a decline of nearly 99%, reaching the lowest level since March 2022.The analysis points out that the decline in Bitcoin network activity is mainly due to a sharp decrease in the usage of the Runes Protocol, with its average daily usage dropping from 802,000 in April 2024 to the current 10,000. However, CryptoQuant analysts believe that the decline in network activity may not directly affect Bitcoin's price trend. Data shows a significant increase in long-term accumulated addresses, which historically often indicates a rise in Bitcoin prices, reflecting the market's recognition of Bitcoin as an investment asset and a store of value.

ChainCatcher message, according to SoSoValue data, the encrypted market sector continues to pull back, while the BTC and RWA sectors remain relatively strong, with 24-hour increases of 0.17% and 0.02%, respectively.Within the RWA sector, Clearpool (CPOOL) rose by 20.58%, influenced by multiple news including the launch of Ondo Chain, while Ondo finance (ONDO) increased by 2.16%. The CeFi sector fell by 0.09%, with Binance coin (BNB) rising by 0.69% and Bitget token (BGB) increasing by 2.57%.In other sectors, the Layer1 sector saw a 24-hour decline of 1.72%, but TRON (TRX) rose against the trend by 4.05%. The PayFi sector dropped by 2.56%, the DeFi sector fell by 3.29%, the Layer2 sector decreased by 3.82%, and the Meme sector declined by 4.34%.

ChainCatcher news, according to Jinshi reports, T. Rowe Price capital market strategist Tim Murray stated in a report that despite the Federal Reserve's interest rate cuts, U.S. Treasury yields have continued to rise in recent months, which is a concerning trend.Although the 10-year U.S. Treasury yield has partially retreated from recent peaks, the overall trend remains upward. Equally concerning is that the stock market is also feeling the pain of high interest rates. Since mid-December of last year, the correlation between the U.S. bond market and the stock market has been increasing.

ChainCatcher news, according to The Block, JPMorgan analysts pointed out in their latest research report that Ethereum is facing ongoing pressure from competitors. The report shows that despite an overall rise in the crypto market, Ethereum has underperformed compared to Bitcoin and other tokens, with its market capitalization share dropping to a four-year low.Analysts believe there are two main reasons: the competitive pressure from public chains like Solana and layer two networks that offer lower fees and higher scalability, and the lack of a strong narrative logic for Ethereum compared to Bitcoin's positioning as a store of value. Even after the Dencun upgrade, activity continues to migrate towards layer two networks.

ChainCatcher message, according to OnchainLens monitoring, in the past 48 hours, a whale spent 7.9 million USDC to purchase 319,401 HYPE at an average price of 24.75 dollars.The whale currently still holds 3.19 million USDC, of which 2.19 million USDC is placed as a buy order for HYPE at a price of 20 dollars.

ChainCatcher message, the cryptocurrency market research agency Santiment disclosed that during the current market volatility, Bitcoin whales continue to accumulate.Data shows that in February, the number of wallets holding 100+ BTC increased by 135, while the number of wallets holding less than 100 BTC decreased by 138,680. In particular, small retail investors who entered the market for the first time in the past 6 months chose to liquidate due to market fluctuations.Santiment stated that this trend of coin quantity concentrating among whales creates an ideal environment for the rise in cryptocurrency market capitalization, but it may take weeks or months to reflect its impact.

ChainCatcher message, according to SoSoValue data, the encrypted market sector continues to pull back, with the DeFAI and AI Agents sectors experiencing the largest declines. Bitcoin (BTC) and Ethereum (ETH) have both fallen below the monthly line. The DeFAI sector has seen a 24-hour decline of 10.32%, with GRIFFAIN, ORBIT (GRIFT), and Hive AI (BUZZ) dropping 7.73%, 22.44%, and 20.26% respectively.The AI Agents sector has a 24-hour decline of 8.69%, with Virtuals Protocol (VIRTUAL) down 6.80%, Fartcoin (FARTCOIN) down 16.01%, and mainstream AI tokens ai16z (AI16Z), AIXBT, and ACT down 15.42%, 6.30%, and 3.74% respectively.In other sectors, the CeFi sector has a 24-hour decline of 5.09%, the Layer1 sector is down 5.55%, with Solana (SOL) down 5.09% and Cardano (ADA) down 6.86%. The DeFi sector is down 5.66%, the Layer2 sector is down 5.89%, and the Meme sector continues to decline, with Dogecoin (DOGE) down 7.25%, Pepe (PEPE) down 5.69%, and OFFICIAL TRUMP (TRUMP) down 8.14%, but Pudgy Penguins (PENGU) performed strongly, rising 4.87%.Additionally, the PayFi sector has a 24-hour decline of 9.48%, with the leading project XRP down 7.73% and Stellar (XLM) down 6%.

ChainCatcher news, 10x Research released a report stating that Bitcoin has remained relatively stable over the past month, with little volatility during the Asian session. However, since Trump's inauguration on January 20, there has been a noticeable buying activity during the European session, followed by a continuous sell-off during the U.S. trading session.

ChainCatcher news, QCP Capital's latest analysis points out that the first round of trade policies from the Trump administration has triggered significant volatility in global markets. The yield curve for government bonds has entered a bear flattening phase—2-year yields are rising while 10-year yields are falling, indicating market concerns about short-term inflation and the long-term risks of the trade war on global economic growth.The gold price spread between New York and London has widened, reflecting not only the closure of popular EFP arbitrage trades but also suggesting that the transfer of gold between different vaults may face logistical challenges, reminding the market of the uncertainty that tariffs may further expand.The cryptocurrency market has experienced a severe sell-off. As a risk indicator before the opening of the U.S. market, the cryptocurrency market saw nearly $2 billion in liquidations, with ETH declining more than BTC. Analysts believe that today's risk-averse sentiment is primarily driven by cross-asset portfolio rebalancing rather than a single asset event. Market volatility is expected to continue ahead of negotiations between Trump and Canada/Mexico and the implementation of EU tariff policies.

ChainCatcher news, according to Cointelegraph, U.S. Treasury Secretary Scott Bessent stated in an interview with FOX Business: "The spirit of cryptocurrency is about freedom, and the cryptocurrency economy will continue to exist."

ChainCatcher news, Bitwise Chief Investment Officer Matt Hougan questioned the sustainability of Bitcoin's four-year cycle in a letter to clients, stating that recent policy changes in the U.S. could extend the current bull market into 2026 and beyond.Matt Hougan believes that with the influx of institutional investors and the maturation of market structure, Bitcoin's price volatility and cyclicality will become more stable, no longer significantly affected by halving events. The Bitcoin market is entering a new phase dominated by macroeconomic factors and long-term investment strategies. As the crypto market evolves, traditional market cycles may no longer apply, marking a shift towards broader institutional integration and sustained investor interest.

ChainCatcher news, according to Jinshi reports, Bank of Japan Governor Kazuo Ueda stated that if the economic trend meets expectations, interest rates will continue to rise.

ChainCatcher news, according to Jinshi reports, U.S. pre-market semiconductor stocks continue to rebound, with Nvidia up 0.67%, Broadcom (AVGO.O) up 2.84%, and ASML (ASML.O) up 9.06%.

ChainCatcher news, according to Jinshi reports, U.S. stock index futures continue to decline, with the Nasdaq 100 index futures down over 4%, S&P 500 index futures down over 2%, and Dow futures down over 1%. Semiconductor stocks are continuing to fall in pre-market trading, with Nvidia (NVDA.O), TSMC (TSM.N), and Broadcom (AVGO.O) all down over 11%.The yield on the U.S. 10-year Treasury bond fell 10 basis points to 4.52%, the lowest level since January 2. The yield on the U.S. 2-year Treasury bond dropped 8 basis points to 4.19%, the lowest level since December 13 of last year.

ChainCatcher news, HODL15Capital released an icon analysis stating that over the past year, there has been a significant trend of capital differentiation in the Bitcoin market.Data shows that small investors have been continuously net selling Bitcoin, while large capital players (such as ETFs, MicroStrategy, etc.) have become the main net buyers in the market. They not only absorbed all the Bitcoin sold by small investors but also took in all newly mined Bitcoin.This trend indicates that large institutions maintain a high level of confidence in the long-term value of Bitcoin, while also highlighting the increasing concentration of market capital. Investors need to pay attention to the potential long-term impact of this change on the market.

ChainCatcher message, Coinbase CEO Brian Armstrong posted on X: "Given that approximately 1 million tokens are being created each week and that number is still growing, we need to rethink Coinbase's listing process. The quality issue does exist, but evaluating each one individually is no longer feasible. Regulators need to understand that it is completely unfeasible to approve each one currently (they cannot do 1 million each week).It needs to shift from an allow list to a block list, and utilize customer feedback/automated scanning of on-chain data, etc., to help customers filter.Additionally, we will continue to integrate native DEX support more deeply. Customers do not need to know or care whether the transaction is taking place on a DEX or CEX."

ChainCatcher news, the crypto research institution Glassnode stated on social media that Bitcoin's market dominance is on the rise. After hitting a low of about 54% in December 2024, Bitcoin's dominance has surpassed 57% in January 2025.This trend is similar to the 2020 cycle, when Bitcoin's dominance hit a low of about 60% in November 2020, and then rose to 69% in January 2021 before starting to decline.