Key Market Information Discrepancy on January 29 - A Must-Read! | Alpha Morning Report
Featured News
1. Five Major Institutions Look Ahead to 2026 Fed Rate Cuts
2. WLD Surges Over 40% on OpenAI Potential Collaboration News
3. JTO Breaks $0.5, 24-Hour Gain Extends to 51.2%
5. CLAWD Market Cap Exceeds $40 Million, BNKR Market Cap Exceeds $57 Million
Articles & Threads
1. "You Can Turn Everything into a Meme, But Cherish This Great Cathedral"
The entire crypto industry is going through a massive collapse. The prosperity of the casino, far from giving back to the cathedral, is actively destroying those who are trying to build it. From the genesis block of Bitcoin mined by Satoshi Nakamoto in 2009 to 2026, what has happened in these seventeen years in the crypto industry? How has that cathedral built of code and ideals been transformed step by step into a casino filled with dice rolls and wails?
2. "$5.15 Billion, a Win-Win 'Fire Sale'"
On January 22, 2026, Capital One announced the acquisition of Brex for $5.15 billion. This was a surprising transaction, where Silicon Valley's youngest unicorn was acquired by Wall Street's oldest bankers. Behind a slew of data, there is a paradox: Brex is still growing at a rate of 40-50%, with ARR reaching $500 million and over 25,000 customers. Why would such a company choose to sell, and at a price 58% below its peak valuation?
Market Data
Daily market-wide funding heat (as reflected by funding rate) and token unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate

Token Unlock

You may also like

Why Is Gold, US Stocks, Bitcoin All Falling?

Key Market Intelligence for February 5th, how much did you miss out on?

Wintermute: By 2026, crypto had gradually become the settlement layer of the Internet economy

Tether Q4 2025 Report: USDT Market Cap Nears $190 Billion, Multiple Metrics Reach All-Time Highs

Kyle Samani's about-face, one of the biggest believers in web3, has also left the industry

Bhutan Quietly Sells Over $22M in Bitcoin, Drawing Speculation Over Possible Moves
Key Takeaways Bhutan has transferred over $22 million in Bitcoin from sovereign wallets in the past week. The…

BitMine Endures a $7B Unrealized Loss as Ethereum Dips Below $2,100
Key Takeaways BitMine is facing a significant financial challenge with an unrealized loss of over $7 billion in…

Trump-Linked World Liberty Financial Under Scrutiny Following $500 Million UAE Stake
Key Takeaways A U.S. House investigation is examining a $500 million UAE stake in Trump-related World Liberty Financial.…

Asia Market Open: Bitcoin Tumbles as Asian Equities Reflect Global Tech Retreat
Key Takeaways: Bitcoin’s price plunged by 6% to $72,000, reflecting the spillover effects from the global tech sector’s…

Crypto Firms Propose Concessions to Banks as Stablecoin Disputes Stall Key Crypto Bill
Key Takeaways: Crypto companies are attempting to navigate stablecoin disputes with banks but agreements remain elusive. Industry representatives…

CoolWallet Introduces TRON Energy Rental to Minimize TRX Transaction Costs
Key Takeaways CoolWallet has integrated TRON’s energy rental services, offering users lower transaction fees while maintaining asset security.…

CFTC Officially Withdraws Biden-Era Proposal to Ban Political and Sports Prediction Markets
Key Takeaways: The CFTC has rescinded a 2024 proposal and subsequent 2025 advisory that aimed to prohibit event…

Binance Says Assets Rose Amid Alleged Bank Run Attempt
Key Takeaways: Binance reported an unexpected increase in assets during a community-driven withdrawal campaign, challenging conventional expectations of…

Same Macro Tape, Different Bid – Gold Absorbs Flows as Bitcoin Swings
Key Takeaways: Gold is experiencing significant demand growth, especially via ETFs and central banks, projecting a robust performance…

Crypto Price Prediction Today, February 4 – Focus on XRP, Cardano, and Dogecoin
Key Takeaways Bitcoin is facing significant pressure, affecting the entire cryptocurrency market, including heavyweights like XRP, Cardano, and…

Vitalik Buterin Urges Ethereum Builders to Innovate Beyond Clone Chains
Key Takeaways Vitalik Buterin criticizes the trend of creating copy-paste EVM chains, encouraging developers to focus on truly…

Best Crypto to Buy Now February 4: XRP, Solana, Hyperliquid Picks
Key Takeaways XRP remains one of the top picks for cross-border transactions due to its high speed and…

XRP Price Prediction: Ripple Quietly Unlocks a Billion Tokens – Is a Price Shock Coming in the Next Few Hours?
Key Takeaways Ripple has released one billion XRP tokens into the market, potentially causing a shift in XRP…
Why Is Gold, US Stocks, Bitcoin All Falling?
Key Market Intelligence for February 5th, how much did you miss out on?
Wintermute: By 2026, crypto had gradually become the settlement layer of the Internet economy
Tether Q4 2025 Report: USDT Market Cap Nears $190 Billion, Multiple Metrics Reach All-Time Highs
Kyle Samani's about-face, one of the biggest believers in web3, has also left the industry
Bhutan Quietly Sells Over $22M in Bitcoin, Drawing Speculation Over Possible Moves
Key Takeaways Bhutan has transferred over $22 million in Bitcoin from sovereign wallets in the past week. The…