2026-01-12 17:25:57

There have been quite a few movements in the crypto market this week. Large investor Strategy bought a total of 13,627 Bitcoin in one go, spending about $1.25 billion, now holding 687,400 BTC. Meanwhile, Bitmine was also busy, purchasing 24,266 Ethereum for $75.37 million, bringing their total holdings to over 4.16 million ETH, with a market value of approximately $12.9 billion, accounting for 3.45% of the total supply—an impressive scale.

On the policy front, there is an interesting contrast. South Korea has finally approved, ending a nine-year corporate crypto ban, now allowing investments in the top 20 cryptocurrencies, with a maximum single investment of 5% of the company's equity. In contrast, Dubai is tightening regulations, banning privacy tokens and restricting stablecoin oversight, with new rules taking effect on 1/12. Tether is also cooperating with US regulators, freezing five wallets on the Tron chain, totaling $182 million USDT.

The macro environment remains volatile. US Treasury Secretary Yellen announced that Trump's new MBS plan mainly targets countering the Federal Reserve's balance sheet reduction—latter reducing bonds by about $15 billion per month. Additionally, the Department of Justice has launched a criminal investigation into Fed Chair Powell, involving an overrun of $2.5 billion in a renovation project.

The final highlight is that the disclosed data for crypto industry M&A transaction volume in 2025 surged to $37 billion, far exceeding last year's level.

BTC1,55%

ETH0,97%

TRX1%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

7 Likes

Reward
7
5
Repost
Share

Comment

0/400

AirDropMissed

· 22h ago

The big players' move is incredible. They poured in 1.25 billion USD all at once. How confident they must be... But on the other hand, Korea has finally lifted the ban, and Dubai is tightening again. The policy tug-of-war is really intense. The M&A volume reached 37 billion? Wow, the ecosystem activity this year is much bigger than last year. That 182 million USDT being frozen—Tether cooperating like this is quite interesting.

View OriginalReply0

quietly_staking

· 22h ago

The buying pressure from major players this wave is truly incredible, over 680,000 BTC... retail investors like us can only watch. Strategy and Bitmine are teaming up to invest heavily, it feels like the market sentiment is about to change. The nine-year ban in South Korea has finally been relaxed. Compared to Dubai's tightening policies, regulations are really unpredictable. A $1.25 billion purchase in one go—this kind of move is beyond my ability to learn. Tether freezing wallets in cooperation with regulators makes the days of stablecoins increasingly difficult. With a merger and acquisition volume of 37 billion, the crypto ecosystem is indeed booming in 2025. The Federal Reserve is still bickering, but on the crypto side, big things are happening quietly. Large institutions are getting crazier, small retail investors really can't keep up. Policy tightening and loosening—it's hard to judge the entire market. This scale... I don't even have the qualification to pay attention.

View OriginalReply0

LiquidationSurvivor

· 22h ago

Big whales are sweeping coins, this rhythm... South Korea loosening up while Dubai tightens, policies are really playing tug-of-war.

View OriginalReply0

GweiTooHigh

· 22h ago

The big players are really making bold moves this time, but I'm still debating whether South Korea's easing or Dubai's tightening is the right direction... Wait, Strategy has 680,000 Bitcoins? They must be incredibly wealthy, envy them. Tether froze 182 million USDT, are they colluding to cause trouble again? Stablecoins are becoming increasingly unstable. With a merger and acquisition volume of $37 billion, it's just the beginning in 2025, and it's already so fierce. What magic might be coming next? Regarding Powell's criminal investigation, it feels like US politics are really starting to get serious again.

View OriginalReply0

NFTragedy

· 22h ago

Big whales are hoarding coins again, feeling a bit out of control... Even with Korea opening up, it’s useless. Dubai is directly taking opposite actions. Freezing 180 million in stablecoins—can they stay calm?

View OriginalReply0