The Bank of Korea has proposed introducing a “circuit breaker mechanism” into the crypto asset market to address market volatility and risk, and believes that existing regulatory measures are insufficient to deal with potential issues in the crypto market. The context for this proposal is a recent system malfunction incident at a certain exchange.

By the end of March 2026, corporate sentiment toward Bitcoin allocations has clearly cooled, with global listed companies net adding only about $70,000—hitting a new low. Major firms such as Strategy and Metaplanet have paused purchases, indicating that market sentiment has shifted. Despite high holdings, available new capital is limited; some companies have adopted adjustment strategies to cope with the market environment, reflecting caution about the current price. The overall market trend will depend on fund flows and changes in macroeconomic policy.

Bitcoin mining company Core Scientific is selling part of its Bitcoin reserves to fund its transition into artificial intelligence and high-performance computing. The company has sold 1,924 Bitcoins and plans to convert its data centers into hosting services. Mining companies are gradually shifting their focus to cope with declining mining profits. At the same time, large mining firms are also adjusting their asset strategies, and the market is reassessing the sustainability of digital asset holding models. Despite the worsening market environment, Strategy maintains a long-term holding approach.

Multiple university endowment funds are beginning to allocate to cryptocurrency ETFs due to declining returns from traditional assets. Harvard and Brown University already hold Bitcoin and Ethereum ETFs, and institutional investors are exploring new strategies to cope with return compression.

CEO Mai stated on the X platform that he had liquidated his holdings around September and is bearish on the market, believing that liquidity will not improve. He has set three conditions to determine the bottoming point and is prepared to cope with a further 40-50% decline in the market.

January 22 News, the crypto market in 2026 experienced a round of extreme volatility, with Bitcoin prices showing a rapid drop and rebound within 24 hours, resembling a roller coaster, triggering a rare segmented liquidation wave. Data shows that over $625 million in crypto contract positions were forcibly liquidated, affecting approximately 150,000 traders, marking one of the most impactful events in recent Bitcoin price fluctuations. Statistics from CoinGlass indicate that the liquidation amounts for longs and shorts were nearly equal, with longs being liquidated for about $306 million and shorts reaching $319 million. This near-balanced liquidation structure suggests that the market underwent a sharp reversal in a short period, with the market direction repeatedly switching, making it difficult for leveraged traders to cope. During this period, Bitcoin briefly fell below $88,000 before quickly rebounding to around $90,000. The rapid switch in price ranges directly triggered chain reactions of liquidations.

January 20 News, in early 2026, the cryptocurrency market continues to maintain a cautious atmosphere. On Tuesday morning in Asia, Bitcoin price remained stable above $91,500, essentially recovering from the short-term fluctuations caused by macro news on Monday. Although the price has stabilized, derivatives traders generally maintain defensive positions to cope with potential further volatility before mid-year. Ethereum price hovers around $3,200, lacking a clear direction in the short term. Meanwhile, Solana, XRP, and Cardano show mixed performance intraday, but overall, they continue the weekly downtrend. The market widely believes that since the recent peak last week, altcoins have been under more pressure than Bitcoin, reflecting a continued contraction in risk appetite among investors.

On January 16, it was reported that with the Solana ecosystem memecoin issuance approaching 30,000 tokens in a single day, the on-chain token creation platform Pump.fun announced an important adjustment to its creator fee structure to adapt to the rapidly rebounding market environment. This issuance volume has reached a new high since September last year and also reflects the continued enthusiasm of the Solana memecoin community. According to the official statement released by Pump.fun, this adjustment mainly targets the previously launched Dynamic Fees V1 under the Project Ascend framework. Co-founder Alon Cohen stated that the mechanism has achieved some success in attracting new creators and increasing on-chain transaction frequency, but it still falls short in guiding the behavior of ordinary token deployers. Some fee designs, in actual operation, have instead encouraged low-risk, high-frequency token creation, failing to effectively stimulate more engaged and liquid trading activities.