JH Kim

According to The Block, a cryptocurrency-focused media outlet, on the 30th (local time), Japan's largest financial institution, Mizuho Financial Group, recently reported that "Bitcoin (BTC) could rise an additional 30% within the next three years. Consequently, it would be appropriate to assign an outperform rating (a buy or strong buy recommendation) to MicroStrategy (NASDAQ ticker: MSTR), which holds the most BTC among single companies." The report stated, "The adoption rate of BTC is gradually increasing, and if this trend continues until 2027, the price could rise further." It explained, "Unlike other products such as BTC spot ETFs, MSTR raises funds to purchase BTC, and its stock price is likely to maintain an upward trend in line with market strength."

On the 30th (local time), crypto-specialized media The Block, citing US political media Politico, reported that the crypto super PAC (Political Action Committee) Fair Shake has raised $116 million in donations for the upcoming 2026 US midterm elections. Coinbase, Ripple, and a16z have reportedly contributed donations ranging from $10 million to $20 million. Previously, Fair Shake exerted influence through donations in the US Senate elections last November.

According to CoinDesk, a cryptocurrency-focused media outlet, on the 30th (local time), the U.S. cryptocurrency exchange Kraken announced that it will resume staking services for customers in 39 U.S. states. The supported assets include 17 types such as Ethereum (ETH), Solana (SOL), Polkadot (DOT), and Cardano (ADA). Mark Greenberg, Kraken's Global Consumer Head, explained, "Kraken believes staking is a fundamental element of cryptocurrency and has been working hard to resume the service." Previously, Kraken halted its staking service platform for U.S. customers in March 2023 and paid a $30 million settlement to the U.S. Securities and Exchange Commission (SEC) over related issues.

According to the cryptocurrency-focused media outlet The Block on the 30th (local time), the board of the Czech National Bank (CNB) has approved a proposal to analyze Bitcoin (BTC) investment plans. The Czech National Bank stated, "Czechia has been diversifying its investments as part of its reserve management strategy over the past two years," and added, "Following the recent proposal, we will evaluate whether it is appropriate to include other asset classes, including Bitcoin (BTC), in the reserves." The board plans to proceed with the next steps based on the analysis results, and further plans have not yet been decided. Previously, the Financial Times (FT) reported that Aleš Michl, the governor of the Czech National Bank, was expected to submit a BTC investment plan to the central bank's board.

According to Watcher Guru, a media outlet specializing in virtual assets (cryptocurrency), Michael Saylor, the founder of MicroStrategy (NASDAQ ticker: MSTR), which holds the most Bitcoin (BTC) among single companies, has been selected as the cover model for the latest issue of the prominent American economic magazine Forbes. Forbes described Saylor on the cover as The Bitcoin Alchemist.

Bitcoin (BTC) temporarily recovered the $104,000 mark. Meanwhile, BTC is trading at $104,430.72, up 2.35% from the previous day, as of 05:26 on the 30th in the Binance Tether (USDT) market.

According to the virtual asset (cryptocurrency) specialized media Watcher Guru X (formerly Twitter) account on the 29th (local time), cryptocurrency-friendly U.S. Senator Cynthia Lummis stated that "the United States should adopt Bitcoin (BTC) as a strategic reserve asset and take decisive action to secure its position in the 21st century."

On the 29th (local time), cryptocurrency-focused media DL News reported, citing an S&P Global survey report, that 40% of fund managers (most managing funds over $100 million) expressed willingness to invest in altcoins. The report stated, "The popularization of cryptocurrencies among fund managers is not limited to Bitcoin (BTC)," adding, "This is a significant change compared to a few years ago." It continued, "They are showing interest in direct investment in cryptocurrencies beyond derivatives," and assessed, "While Bitcoin remains the most attractive asset, interest in DeFi tokens and altcoins appears to be increasing."

According to crypto-specialized media The Block on the 29th (local time), Matt Hogan, Chief Investment Officer (CIO) of Bitwise, stated that "President Donald Trump's recent crypto executive order could potentially disrupt the long-standing 4-year cycle of cryptocurrencies." He mentioned, "If we follow the classic 4-year crypto cycle, the market performed well in 2023-2024 and 2025 is expected to be a good year as well," adding, "We predict that Bitcoin (BTC) will double this year and surpass $200,000." He continued, "The important year is 2026," explaining, "Some associate the 4-year cycle with Bitcoin halving events, but the real driving force is market psychology and speculation." Furthermore, he analyzed, "The biggest challenge ahead is timing," noting that "it could take years, not months, for Trump's executive order to have a real impact." Finally, he added, "If this starts to affect the market in 2026, the market could avoid the 4-year cycle's crypto bear market."

Changpeng Zhao, the founder and former CEO of Binance, shared a report on the 29th (local time) via X (formerly Twitter) about the Czech National Bank governor's plan to submit a Bitcoin (BTC) investment proposal to the board. He added, "Bitcoin could rise to $1 million, and some countries might have to print a lot of money to buy Bitcoin."

Bitcoin (BTC) has temporarily dropped below the $102,000 mark. Meanwhile, BTC is trading at $101,931.32, down 0.56% from the previous day, as of 01:07 on the 30th, based on the Binance Tether (USDT) market.

On the 29th (local time), according to the cryptocurrency specialist media The Block, the Cosmos (ATOM)-based Layer 1 blockchain Injective (INJ) announced that it will introduce a native high-performance EVM (Ethereum Virtual Machine) to its Layer 1 blockchain. Injective's existing software architecture does not support EVM code, but this update will provide it. This allows users to use Ethereum (ETH)-compatible DApps on Injective. The Injective team is currently applying it to a private developer network for initial testing, with the final mainnet launch scheduled for the end of this year.

Eric Balchunas, Bloomberg's senior ETF analyst, announced on the 28th (local time) via official X (formerly Twitter) that "Tuttle Capital has withdrawn its 2X ETF applications for Melania and Official Trump." He added, "Generally, such withdrawals occur when regulators request the issuer to halt. Notably, the previously filed TRUMP and DOGE ETF applications remain in place."

The restaking protocol Symbiotic announced via its official X (formerly Twitter) that it has officially launched on the Ethereum (ETH) mainnet. This launch is noteworthy as it is the first fully permissionless restaking protocol operating in a production environment.

Jacob King, an analyst from the cryptocurrency newsletter WhaleWire, reported on the 28th (local time) via X (formerly Twitter) that the cryptocurrency exchange Crypto.com announced it will delist Tether (USDT) on January 31 (local time).