Key Market Information Discrepancy on January 29 - A Must-Read! | Alpha Morning Report

By: blockbeats|2026/01/29 15:00:00
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Featured News

1. Five Major Institutions Look Ahead to 2026 Fed Rate Cuts

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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

Key Market Information Discrepancy on January 29 - A Must-Read! | Alpha Morning Report

Token Unlock

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