2026-01-03 06:24:28

New Year begins, and the Web3 market remains hot. This week, there have been many noteworthy events in the industry, including breakthroughs at the market level and significant progress in ecosystem protocols.

Looking at major industry events, Bitcoin's mainnet has been live for 17 years. Meanwhile, Infinex will conduct an INX token sale from January 3 to 6, releasing 5% of the total INX supply. The expected final valuation is $99.99 million, with a sale range of $200-$2,500. The token adopts a one-year lock-up mechanism, and users can choose to unlock early.

Regarding token unlocks, CHEEL unlocked 6.4493 million tokens this week, worth approximately $3.5073 million, accounting for 11.349% of the circulating supply; BDXN had a larger unlock, releasing 31.9663 million tokens valued at $518,900, representing 19.959% of circulating supply. WLFI announced the utilization of strategic reserves to support USD1 ecosystem development and promote liquidity growth for the Meme project.

Protocol-level updates are also ongoing. Aave Labs is exploring distributing part of non-protocol revenue to AAVE holders and plans to submit related governance proposals. These initiatives reflect the ecosystem's pursuit of better profit-sharing mechanisms.

In mining, Bitfarms announced the sale of its 70MW Paso Pe mining farm in Paraguay, with a maximum transaction price of $30 million. The company will shift its focus to AI and high-performance computing in North America. BitMine Immersion plans to increase the authorized share limit from 500 million to 50 billion shares.

Market performance remains impressive. Bitcoin again broke through $90,000 intraday, and Ethereum surpassed the $3,100 mark. JPMorgan data shows that the total market cap of cryptocurrencies has exceeded $4 trillion, with stablecoins' real payment volume around $70 billion. In the derivatives market, approximately $100 million in short positions were liquidated in the past 60 minutes. Meanwhile, large investors continue to accumulate; one address repurchased 5,104 ETH within 30 minutes, totaling about $16.09 million.

From a macro perspective, the speeches of FOMC voting member and Philadelphia Fed President Powell in 2026 have also attracted market attention. At the same time, Fidelity Research pointed out that more countries may include Bitcoin in their foreign exchange reserves, though downward pressure from corporate sales during the bear market is also worth noting.

BTC1.51%

CHEEL0.99%

BDXN2.58%

WLFI10.97%

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ImpermanentPhilosopher

· 21h ago

BTC breaks 90,000, right? Well, here we go again, watching whether big players will dump or not. --- Aave's recent dividend mechanism finally remembers the holders. Not bad, not bad. --- Mining farm sold and shifted to AI? Come on, the trend is changing too quickly. --- A $100 million short position was cleared. Nice, keep pushing. --- A total market cap of 4 trillion sounds incredible. Is it real or fake? --- What was the thinking behind INX's early unlock during the lock-up period? --- Any new tricks in the Philadelphia Fed President's speech? Still the same old routine. --- Big players bought back ETH with 16 million USD. Is this confidence or a prelude to dumping? --- National reserves in Bitcoin? Don't dream yet; corporate bottom-fishing risks are the real concern. --- BDXN's recent unlock doubled the circulating supply. Be careful not to get hammered.

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InfraVibes

· 22h ago

Another week of major events piling up, BTC just broke 90,000 and ETH has just risen above 3,100. The pace is really intense. It's already over $90,000, and I'm still wondering when I can catch up... Feels like I'm always a step behind. Is Aave going to distribute yields to holders? That's the right move; only then can the ecosystem thrive in a healthy cycle. Whales bought back over 5100 ETH in one go. Is someone still bottom-fishing? Haha... I really don't have that courage. Bitcoin has been around for 17 years and is still setting new records. It really has something. The one-year lock-in mechanism of INX is interesting, but the $200-$2,500 limit is still a bit of a barrier for retail investors. Total market cap of $4 trillion... This number sounds like a dream, is it real? Liquidating a $100 million short position—that's the legendary 'leek harvesting machine'... Bitfarms is shifting focus to AI and computing power sectors. Looks like the mining industry is about to get competitive. The point about forced sales of holdings during a bear market is correct; it indeed hides downward pressure and shouldn't be underestimated.

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ForkThisDAO

· 22h ago

90,000 dollars can't stop it, big players are still疯狂抄底, this rhythm feels like it's about to take off Aave's profit distribution idea is good, but I'm afraid it will be another big noise with little rain Bitcoin is already considered foreign exchange reserves, and there are still short positions being liquidated, serves them right Eating 5104 ETH in one go, who has such a ruthless move So many big events in the New Year, Infinex's locking mechanism design is quite interesting Mining has shifted to AI, it feels like traditional mining has really reached the end The rally is so fierce, it feels like it's not far from the high, gotta hold steady

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MissedAirdropBro

· 22h ago

90,000 USD Bitcoin doesn't seem so far away, but I feel like I'm going to get trapped again in this rally... Big players are疯狂扫货, and I'm still debating whether to chase the high. This mindset is really tough. Aave's recent dividends to holders, is this considered a conscientious project? I need to top up my position. With so many tokens unlocking, aren't you worried about a dump? These data points seem a bit虚虚. Bitcoin as a reserve asset? If that really happens, wouldn't I miss the century's opportunity? Paraguay mining farm sold and shifted to AI? This switch is a bit急, did they see some trend? Total market cap of 4 trillion USD... Why does it feel like the热度 isn't as high as the数字? Clearing one billion USD in short positions overnight,杠杆玩家 are really惨.

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DAOdreamer

· 22h ago

Bitcoin breaks 90,000 and then 90,000 again, this rhythm is really incredible... But it seems that big investors are rushing in, and ordinary people can only watch helplessly. Is Aave going to distribute dividends to AAVE holders? This is what true protocol revenue sharing should look like. Other projects should learn from it. Will the unlocked tokens be a sell-off again? It feels like it always happens this way. The total market cap of 4 trillion USD sounds虚, but Fidelity says Bitcoin is entering foreign exchange reserves. If this really happens, it will be a wild change. Bitfarms shifting to AI computing power, the mining industry is really about to change.

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BlockTalk

· 22h ago

Bitcoin continues to push above 90,000, and the momentum is really unsustainable. It feels like those who are trying to buy the dip will be laughing to the bank. Large investors are疯狂扫货, with 16.09 million ETH quickly bought up in over 5,000 transactions. Is this signaling something? Is Aave going to distribute dividends to holders? This is what a proper protocol should do—finally not just cutting into the韭菜. With so many tokens unlocking, there's some concern about potential sell-off pressure later. Why is Paulson's speech so critical? Could it be that they are about to loosen monetary policy? The news that Bitcoin is entering foreign exchange reserves has become true—does this mean the national team’s entry confirms a bottom? Mining farms are shifting to sell and focus on AI computing. These folks really know how to catch the latest trend. A $100 million derivatives short position was爆仓, making shorting this week extremely difficult. A market cap of four trillion dollars feels like it suddenly appeared—this growth rate is truly crazy. The stablecoin payment volume reaches 70 billion, indicating that the money isn't gone—it's just circulating on-chain.

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