At the same time as MicroStrategy, medical device company Semler Scientific also spent an additional $23.3M to collect 237 Bitcoins at an average price of $98,267.

Bringing the total number of BTC held by the company to 2,321 coins, worth $191.9M at an average purchase price of $82,687 / 1 Bitcoin.

$BTC
#btc

🚨🚨🚨🚨🚨🚨
MicroStrategy continues to spend $243 to buy an additional 2,530 BTC.

This marks the 10th consecutive week the company has been acquiring Bitcoin.
$BTC

📈 US DOLLAR INDEX (DXY) SURPASSED 110 FOR THE FIRST TIME SINCE NOVEMBER 2022, UP 0.34% ON THE DAY.

Inflation reported this week is expected to rise again, coinciding with the December jobs report indicating that the US labor market remains very strong, pushing the FED back towards a more hawkish stance, which is driving the growth of the US dollar.

This week, the US will announce 2 very important data points: CPI & PPI inflation - the last 2 data releases before the FED meeting early morning on January 30!

+ 8:30 PM January 14
- PPI Year/Year Inflation (Forecast = 3.2%, Previous = 3%)
- Core PPI Year/Year Inflation (Forecast = 3.4%, Previous = 3.4%)
+ 8:30 PM January 15
- CPI Year/Year Inflation (Forecast = 2.9%, Previous = 2.7%)
- Core CPI Year/Year Inflation (Forecast = 3.3%, Previous = 3.3%)

🇺🇸 More than half of VC funding in the US is directed towards AI in 2024

AI companies like xAI, OpenAI, and Anthropic,... are leading the trend by attracting a total of 97 billion USD in venture capital in the US in 2024, accounting for nearly 50% of the total investment for US startups (209 billion USD) — the highest ever.

Globally, the AI & Machine Learning sector also received 35.7% of the total venture capital investment.

Large funds view AI as a promising land, while startups in previously 'hot' fields like enterprise software are struggling to raise funds as they no longer maintain the same appeal as before.

🔥🔥🔥 Market News Monday - 13/01

+ Bitcoin fluctuates around $94k, altcoins are yet to recover, AI Agents plummet after FUD Aiccelerate DAO on Solana allows investors to liquidate tokens without restrictions

+ FTX announces repayment schedule, the first round from 25/02 - 04/03 with a total compensation of about $1.2B for creditors under $50k [CT]

+ El Salvador's tourism industry grows 22% compared to last year thanks to Bitcoin [CT]

+ Michael Saylor continues to reveal more Bitcoin purchases - If true, this marks the 10th consecutive buying week, MicroStrategy currently holds 447,470 BTC ~ $44.3B [CT]

+ Major banks in the Philippines cooperate to issue stablecoin PHPX, backed by the peso [CT]

🗓 Macroeconomic Calendar:
+ 20:30 14/1
- PPI Inflation Y/Y (Forecast = 3.2%, previous = 3%)
- Core PPI Inflation Y/Y (Forecast = 3.4%, previous = 3.4%)
+ 20:30 15/01
- CPI Inflation Y/Y (Forecast = 2.9%, previous = 2.7%)
- Core CPI Inflation Y/Y (Forecast = 3.3%, previous = 3.3%)
+ 9:00 17/01: China GDP Q4 Y/Y (Forecast = 5.0%, previous = 4.6%)
+ 20/01: Inauguration of President Donald Trump and Gary Gensler leaving the SEC chair

🔓Token unlock
+ 15/01: Starknet unlock 64M $STRK (2.65% circulating supply), worth $27.72M
+ 15/01: Sei Network unlock 55.56M $SEI (1.32% circulating supply), worth $21.19M
+ 16/01: Arbitrum unlock 92.65M $ARB (2.20% circulating supply), worth $68.49M
+ 18/01: UXLINK unlock 26.56M $UXLINK (15.63% circulating supply), worth $33.73M
+ 18/01: Ondo Finance unlock 1.94B $ONDO (134.21% circulating supply), worth $2.27B
+ 19/01: Polyhedra Network unlock 15.50M $ZKJ (1.55% circulating supply), worth $29.33M

🇻🇳🤝🇺🇸 From January 9 to January 11, Vietjet leaders attended the "Friends of Vietnam Summit" at Mar-a-Lago, Miami, United States.

The leadership delegation arrived in Miami on Vietjet's first flight to the United States. This flight operated with a wide-body aircraft marks an important milestone for Vietjet and signifies the increasingly strong comprehensive strategic cooperation with the United States.

🔹In 2017, Vietjet signed a contract to purchase 200 737 Max aircraft from Boeing, in the presence of President Donald Trump.
🔹Coincidentally, after 8 years, the first 14 aircraft will be delivered in 2025, right when Mr. Trump is re-elected.

In addition, Vietjet is also collaborating with other major technology corporations such as Microsoft, Apple, Google,… and especially Elon Musk's SpaceX to develop internet technology solutions on aircraft, serving a fleet of hundreds of aircraft.

🇰🇪 Is Kenya Preparing to Legalize Crypto?

Kenya’s Finance Minister John Mbadi has announced plans to create a legal framework for Crypto with the following main objectives:

🔹Develop a legal framework to leverage the benefits of Crypto
🔹Manage risks such as money laundering, terrorist financing, and fraud.

The East African country has always been cautious about crypto and has issued warnings about crypto risks since 2015. But with 8.5% of the population owning cryptocurrencies, the country is gradually moving more positively to keep up with the trend.

Should Meta Hold Bitcoin?

Ethan Peck, a representative from the Center for Public Policy Research, has just sent a proposal urging Meta to add Bitcoin to its balance sheet.

According to this organization, there are 3 reasons why Meta should accumulate Bitcoin:
- Extremely effective against inflation: Bitcoin, with its limited supply, serves as a "golden shield" against inflation and currency devaluation.
- Huge profits: Bitcoin's performance far outstrips corporate bonds, as demonstrated by the success of MicroStrategy (its stock increased by more than 2,190% in 5 years).
- First-mover advantage: Meta has the opportunity to lead the trend by paving the way for large enterprises to hold Bitcoin.

This organization has also sent similar proposals to Microsoft and Amazon, but at Microsoft, only a mere 0.55% of shareholders agreed, and this plan could not be successful.

⚡️⚡️⚡️⚡️⚡️⚡️
Non-Farm Payrolls Newsletter 🇺🇸 December 2024

+ Jobs Added: 256,000 (Forecast = 164,000, Last Month = 227,000)

+ Unemployment Rate: 4.1% (Forecast = 4.2%, Last Month = 4.2%)

+ Average Hourly Earnings for the Month: 0.3% (Forecast = 0.3%, Last Month = 0.4%)

The U.S. economy added 256,000 jobs in December, above expectations of 164,000.

The unemployment rate fell to 4.1%, below expectations of 4.2%.

A Stronger-than-Expected Labor Market. Will this be enough to put pressure on inflation?

Usual's USD0++ Loses 7% Peg: What's Happening?

Under the current mechanism, holders of Usual Protocol's USD0 stablecoin must stake for 4 years to receive USD0++ and profits from RWA collateral or USUAL tokens.

The problem arose when Usual announced the launch of a mechanism to cancel USD0++ stakes early with the following 2 options:

- Conditional exit: Those who cancel USD0++ stakes will lose a portion of their profits, deducted in the form of USUAL or USD0 tokens.

- Unconditional exit: The DAO will buy back USD0++ at a floor price of $0.871, which will gradually increase to $1 over 4 years.

This announcement triggered a wave of USD0++ sell-offs, as many wanted to exit early to avoid the risk of future profits decreasing. However, due to insufficient liquidity on Curve to handle the large sell-off volume, USD0++ lost its Peg, falling 7% and trading at $0.93.

The introduction of a penalty mechanism for early unstaking is quite normal in DeFi, initially there will be a part of people looking for short-term profits or farming airdrops who will quickly exit, but in the long term, it will not affect the project's vision.

The Peg loss situation may last for a long time and at worst, it will drop to the floor price of 0.871 USD when the penalty mechanism is applied next week. However, as selling pressure decreases and the demand to hold USD0++ to enjoy 27%/year interest increases, the Peg's ability to be gradually restored.

🔥 Binance will list spot for 3 tokens: aixbt by Virtuals (AIXBT), ChainGPT(CGPT), Cookie DAO(COOKIE)

📌 Trading pairs: AIXBT/USDC, AIXBT/USDT, CGPT/USDC, CGPT/USDT, COOKIE/USDC, COOKIE/USDT
⏰ Listing time: 8:00 PM 10/01/2025 (VN time)

All 3 tokens are AI projects in the Binance Alpha list:
- COOKIE is a platform that helps you easily track the performance of AI Agents – similar to Coingecko for AI Agents. In addition, Cookie will soon launch an additional database layer for AI,
- AIXBT is an AI Agents specializing in market analysis, providing information and evaluations about projects and tokens very accurately.
ChainGPT is also an AI platform, specializing in developing AI support technologies for the crypto field.

As reported, AI Agents & AI account for over 60% of the tokens in Binance Alpha. Besides the tokens listed today, there are still some notable names like ai16Z, GRIFFAIN, AVAAI,...

In both 2017 & 2021, BTC and Altcoin both fell sharply in the "2nd week" of January

Then the Market continued to grow to a new ATH, Total 2 also increased sharply from the end of January

The current decline also started from the 2nd week of January, the market rhythm is repeating no different from the previous 2 times!

Whoever has faith, keep holding 💪
$BTC

Young man spends 10 years "digging through trash" to find 8,000 Bitcoins, the result... still lost everything!

In 2013, James Howells, a British IT engineer, accidentally threw away a hard drive containing 8,000 BTC – currently worth about $740M. This Bitcoin was mined by him in 2009, a time when owning BTC only cost electricity.

Since then, James has dedicated his entire life just to “digging through trash, looking for BTC.” He hired a lawyer, called on investors, promised to share the value if he found the hard drive, and even planned to use AI to search the landfill without affecting the local residents.

However, the Newport city government has repeatedly denied James's request to search the landfill due to environmental concerns. Undeterred, James took his case to court, but recently, the court dismissed his lawsuit, officially ending the journey of "digging through trash for BTC."

A hard lesson for everyone: Backup your private key carefully! Don't let this “720 million USD lesson” repeat.

🔥🔥🔥 Market Briefing Friday - 10/01

+ 8:30 PM tonight, the U.S. will announce Non-farm payroll data for December
Unemployment rate (Forecast = 4.2%, previous month = 4.2%)
Number of jobs created (Forecast = 164K, previous month = 227K)

📝 ETF Spot session on 09/01 was calm as U.S. stock markets closed to commemorate the late President Jimmy Carter

+ Rapid increase, sharp decline: AI tokens lead the market downturn: AI16Z -18.05%, ELIZA -13.8%, FARTCOIN -21.09%, ARC -17.9%, ZEREBRO -15.5%

+ Coinbase, Google, ai16z,... collaborate to launch DAO Aiccelerate to promote crypto x AI projects [CT]

+ Both the House & Senate in the U.S. will establish a Crypto committee, marking a significant shift in legal stance under Trump [CT]

+ Standard Chartered opens a branch in Luxembourg to custody Crypto under MiCA regulations [CT]

+ CFTC issues a subpoena to Coinbase for customer information related to Polymarket to investigate this platform [CT]

+ Grayscale adjusts its large-cap crypto fund with BTC & ETH accounting for 90%, removing AVAX, retaining XRP, SOL, and ADA [CT]

+ Metis has resolved the disruption issue, operations have now returned to normal [CT]

+ Berachain Vault has surpassed $1.1 billion TVL from 127,000 airdrop participants, with StakeStone accounting for 33.3% [CT]

+ Avalon Labs is preparing to launch the AVL token, airdropping 20% of total supply to users [CT]

According to the CEO of CryptoQuant, the current altcoin market is a "zero-sum game" that does not create additional value.

While Bitcoin has doubled its market capitalization, the market cap of altcoins has yet to surpass its previous peak, merely rotating among coins without new money flowing in.

Only a few altcoins with practical applications and compelling stories can survive in the long run.

Which altcoins is AE betting on?

All eyes will be on January 20th, when Mr. Trump officially takes office as President of the United States and issues a series of executive orders afterward.

Alongside key issues related to tariffs, politics,… the commitments related to Crypto from him will particularly attract attention. Especially during the campaign, Mr. Trump made considerable efforts to attract crypto voters with a multitude of grand promises.

According to Reuters, there are currently many Crypto forces fully "pushing the boat" for Mr. Trump to sign these executive orders in the first 100 days of his term or at least one executive order beneficial for crypto signed on the inauguration day, January 20th.

In less than 2 weeks, the Short side is waiting for the sell the news on inauguration day. The Long side is waiting for good news from Trump. Which side are you on?

🇻🇳 Will Vietnam test Crypto trading?

The Ministry of Planning & Investment has proposed a controlled testing policy (sandbox) with a business model applying technology in the financial sector (fintech), including exchanges with assets and cryptocurrencies in 2 financial centers, Ho Chi Minh City and Da Nang, in 2025.

According to this proposal, the executive committee of the financial center will have the authority to license, manage, assess impacts, and govern risks with the sandbox in fintech operations.

The government will regulate anti-money laundering measures, ensure cybersecurity for digital assets and service providers. At the same time, it will manage the issuance, ownership, trading of utility tokens and "mining" cryptocurrencies to reduce risks to energy security and the environment.

-VnExpress-

🔥🔥🔥 Market Brief Thursday - 09/01

📝 ETF Spot session 08/01 [CT]
+ BTC is down $444.8M; specifically, Fidelity -$257.7M, Ark -$148.3M, Blackrock has no data yet
+ ETH is down $159.4M; specifically, Fidelity -$147.7M, Blackrock has no data yet

+ According to DB News, the U.S. Department of Justice (DOJ) has been approved to sell 69,370 Bitcoin ~ $6.5 billion seized from the Silk Road case – Bitcoin immediately reacted negatively [CT]

+ Less than 2 weeks left in office, but SEC chairman Gary Gensler remains firm on Crypto [CT]

+ Mr. Trump is considering 6 candidates for the CFTC Chairman position, 2 of whom are the former legal director of Kraken and the head of crypto policy at a16z [CT]

+ Fidelity predicts that countries and central banks that have previously shunned Bitcoin will start buying it in 2025 to hedge against financial instability, similar to gold [CT]

+ Oklahoma proposes a bill allowing the use of Bitcoin for payments and salary - If passed, it will take effect in November 2025 [CT]

+ The U.S. will prosecute Do Kwon – LUNA in January 2026, with a prison sentence of up to 130 years [CT]

+ GMC Bhutan adds 3 coins: BTC, ETH, BNB to its strategic reserve [CT]

+ Grayscale adds LPT, CRV, ADA, SUI and removes SNX, AVAX from its investment fund portfolio [CT]

+ Revolut becomes the first bank to join the Pyth Network to provide price data [CT]

+ The NFT collection "Trump Bitcoin Digital Trading Cards" launches the first 160 NFTs on Bitcoin through the Ordinals protocol [CT]

🚨 There is information suggesting that the U.S. Department of Justice (DOJ) has been approved to sell 69,370 Bitcoin ~ 6.5 billion USD seized from the Silk Road case 👀

The DOJ cited the price volatility of Bitcoin as the main reason for requesting permission to sell this asset.

There are less than 2 weeks left until the new administration of Mr. Trump takes office... Uncle 7 certainly knows how to take advantage.

The price of Bitcoin reacted negatively after the news
$BTC

President-elect Donald Trump is considering declaring a national economic emergency to impose new tariffs on both allies and adversaries - According to CNN

Trump plans to use the International Emergency Economic Powers Act (IEEPA), which allows the President to adjust import activities in an emergency without having to directly prove a national security threat. This law was previously used by Trump in 2019 to pressure Mexico on immigration issues, although the tariffs at that time were not applied.

The goal of this plan is to rebalance global trade and support domestic production, partially fulfilling his campaign commitments.

Currently, Trump's team has not made a final decision, but if implemented, the tariffs could be enacted quickly under the new administration and have a significant impact on global trade.