Crypto Morning News: Fidelity Bitcoin and Ethereum ETFs see largest single-day net outflows; OKX to list Jambo (J) spot on January 22
TechFlow Selected TechFlow Selected
Crypto Morning News: Fidelity Bitcoin and Ethereum ETFs see largest single-day net outflows; OKX to list Jambo (J) spot on January 22
The altcoin market is in a zero-sum game state, with only a few projects able to survive this cycle.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday's Market Dynamics
Fidelity Bitcoin and Ethereum ETFs See Largest Single-Day Net Outflows Since Launch
According to The Block, Fidelity’s spot Bitcoin and Ethereum ETFs experienced their largest single-day net outflows since launch on January 9. FBTC saw a net outflow of $258.7 million, while FETH had a net outflow of $147.7 million.
On that day, spot Bitcoin ETFs recorded total net outflows of $582.9 million, and spot Ethereum ETFs saw $159.3 million in net outflows. BlackRock’s IBIT suffered $124 million in net outflows—the third-largest daily outflow in the product’s history. Despite this, Fidelity’s ETF products remain second in cumulative net inflows among spot Bitcoin and Ethereum funds.
Analyst Miles Deutscher: Expects Significant Market Improvement in February, Advises Investors to Avoid Leverage and Wait Patiently for Opportunities
Prominent crypto analyst Miles Deutscher predicted a significant improvement in the crypto market in February. He cited several key factors: potential positive impacts from Trump taking office, market digestion of the DOJ’s Bitcoin sales, the Federal Open Market Committee (FOMC) entering its quiet period before March, and February's historically stronger seasonal performance compared to January.
Miles advises investors to stay calm under current conditions, hold spot positions, avoid using leverage, reduce short-term trading frequency, and gradually build high-conviction positions.
Kava Plans to Transition into a DeAI Blockchain by 2025, to Release AI Development Roadmap in January
Official sources announced that Layer 1 blockchain Kava plans to transform into the first decentralized artificial intelligence (DeAI) blockchain by 2025. Kava will release three major updates in January: a DeAI light whitepaper, the 2025 AI development roadmap, and a product enabling developers to embed AI functionality within dApps.
CryptoQuant CEO: Altcoin Market in Zero-Sum Game State, Only a Few Projects Expected to Survive This Cycle
CryptoQuant CEO Ki Young Ju noted that despite Bitcoin’s market cap doubling, the total altcoin market cap has yet to surpass its all-time high, indicating a zero-sum game environment. Currently, the altcoin market primarily relies on internal capital rotation with little new capital inflow. He expects only a small number of projects with strong use cases and compelling narratives to survive this cycle.
Open-Source Multi-Agent Framework ElizaOS Officially Launches on Arbitrum; AI Developers Can Apply for Dual Grant Programs
Official sources report that ElizaOS, an open-source multi-agent framework developed by a16z DAO, has officially launched on Arbitrum. The framework supports advanced multi-agent simulations, retrieval-augmented generation (RAG)-based conversational memory, and cross-chain deployment across the Arbitrum ecosystem.
AI developers can apply for two grant programs simultaneously: the $1 million Trailblazer program for independent agent developers, and the Stylus Sprint program supporting integration with Rust-based Stylus smart contracts. The integration of ElizaOS will provide developers with enhanced tools and deeper access to the a16z DAO ecosystem.
Binance Alpha Adds FAI, VERTAI, and VADER
Official sources confirm that Binance Alpha has added FAI, VERTAI, and VADER.
Freysa is a sovereign AI agent project built on Base. FAI currently has a market cap of $456.69 million.
VERTAI is a no-code AI model fine-tuning platform based on Ethereum, with a current market cap of $66.15 million.
VaderAI, based on Base, positions itself as the "BlackRock of the AI agent economy." VADER currently has a market cap of $79.71 million.
OKX to List Jambo (J) Spot Trading on January 22
OKX announced it will list Jambo (J) spot trading on January 22. The J/USDT trading pair will undergo batch auction between 18:00–19:00 UTC+8 on January 22, with spot trading officially opening at 19:00. Withdrawal functionality will be enabled the next day (January 23) at 18:00.
Previous news, Web3 mobile infrastructure provider Jambo announced it will launch its token $J on the Solana chain in January, with a total supply of 1 billion tokens.
DePIN Project Starpower Raises $2.5 Million, Led by Framework Ventures
Decentralized Physical Infrastructure Network (DePIN) project Starpower has completed a $2.5 million funding round led by Framework Ventures, with participation from Solana Ventures and Bitscale Capital.
Starpower is building a decentralized energy network incorporating battery storage and electric vehicles. The project currently has 1.5 million registered wallets, over 16,000 activated devices, and has generated $1 million in revenue. Previously, Starpower raised a $1.5 million pre-seed round led by DAO Alliance, bringing its total funding to $4 million.
Market Data
Suggested Reading
Partnering with Old Money: How Elixir Bridges Billions in Institutional Assets into DeFi
With more traditional financial giants like BlackRock entering the space, demand for institutional-grade DeFi is accelerating. BlackRock, digital securities platform Securitize, and DeFi infrastructure layer Elixir have formed a tripartite collaboration to bridge over $1 billion in institutional RWA assets into the DeFi ecosystem. Elixir demonstrates mature institutional-grade service capabilities, successfully building a secure, reliable, efficient, and flexible RWA infrastructure for institutions.
Prediction markets are held in higher regard as “truth engines.” However, recent controversial cases have exposed systemic design flaws, raising concerns about their credibility. This article analyzes the root causes of these issues and proposes optimization strategies, including fixed market rules, rule prioritization, and reputation-based validation mechanisms.
Comparing New and Legacy AI Tokens: Chasing the Sunrise One Last Time Before Sunset
Status of new and old AI tokens: AI Agent tokens are gaining popularity, while earlier AI concept tokens cool off. The crypto market’s appetite for new concepts has driven attention toward AI Agent-related token projects, which are now more topical and appealing than previous AI tokens. Established AI projects such as FET, WLD, and ARKM have seen relatively flat performance and significant price declines.
DWF Ventures remains optimistic about the 2025 crypto landscape, forecasting a shift of capital flows on-chain, explosive growth in stablecoin applications, and continued innovation in DeFi.
Consumer-facing applications will gain traction, with protocols enhancing user experience and retention capturing larger market shares.
Too Many AI Agents to Follow? A Complete Overview of Current Trends and Key Projects
This article provides a detailed analysis of the current state and trends in the AI agent space. With the surge of independent agents, tokens, and new agent-based tokens, the industry faces challenges of “agent fragmentation.” The article offers a comprehensive review and outlook from multiple angles, including agent development paths, popular categories, and emerging trends. It suggests developers focus on user needs and differentiated offerings, while investors should target areas with integration potential and long-term growth prospects.
Join TechFlow official community to stay tuned
Telegram:https://t.me/TechFlowDaily
X (Twitter):https://x.com/TechFlowPost
X (Twitter) EN:https://x.com/BlockFlow_News
深潮TechFlow
