Crypto Morning Brief: Moonbirds Announces Tokenomics; Tether Launches U.S.-Compliant Stablecoin USA₮
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Crypto Morning Brief: Moonbirds Announces Tokenomics; Tether Launches U.S.-Compliant Stablecoin USA₮
SoftBank plans to invest up to $30 billion additional capital in OpenAI.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Market Highlights from Yesterday
Fed Whisperer: Fed Expected to Pause Rate Cuts; Path to Resuming Cuts Remains Unclear
According to JIN10 Data, Nick Timiraos—the so-called “Fed Whisperer”—reported that Federal Reserve officials are expected this week to hold interest rates steady for the first time since September last year, following three consecutive rate cuts. The key question now is what conditions would prompt the Fed to resume cutting rates. The answer hinges on which risk emerges first: a collapse in the labor market or a significant decline in inflation toward the 2% target. Since the Fed’s December meeting last year, neither scenario has materialized. As a result, even amid intense political pressure from the White House, the committee remains in wait-and-see mode. While most officials still anticipate potential rate cuts later this year, they remain divided on when incoming data will justify such action.
South Dakota Legislator Reintroduces Bitcoin Reserve Bill
According to Cointelegraph, South Dakota State Representative Logan Manhart reintroduced the Bitcoin Reserve Bill (HB 1155) on Tuesday—his second attempt since taking office in 2025. The bill aims to amend state law to allow the South Dakota Investment Council to allocate up to 10% of public funds to bitcoin investments.
Manhart announced the bill on X (formerly Twitter), stating: “Strong money, strong state.” This proposal closely mirrors his 2025 version, which was postponed and ultimately failed to become law.
To date, only Texas, Arizona, and New Hampshire have enacted legislation permitting state governments to invest in bitcoin or hold seized cryptocurrencies. However, similar bills have been introduced by legislators across other U.S. states.
Hang Seng Gold ETF Set to List on HKEX on Jan. 29, Plans Tokenized Fund Units on Ethereum
According to Aastocks, Hang Seng Investments announced the launch of its new gold exchange-traded fund (“Hang Seng Gold ETF”), scheduled to list on the Hong Kong Stock Exchange this Thursday (January 29). The ETF holds physical gold, with all gold bars stored in a designated vault in Hong Kong. Additionally, the fund plans to offer a tokenized, non-listed class of units, with HSBC serving as the tokenization agent. Initially, Ethereum will serve as the primary blockchain; however, other public blockchains offering equivalent security resilience and distributed ledger technology may be adopted in the future. Eligible distributors will facilitate subscription and redemption of tokenized fund units.
Tether Adds ~27 Tons of Gold in Q4 2025; Gold Holdings Now ~7% of Total Reserves
Stablecoin issuer Tether reported adding approximately 27 tons of gold in Q4 2025—roughly matching its Q3 acquisition volume. With USDT’s current circulation valued at ~$187 billion, U.S. Treasuries remain its dominant reserve asset, while gold comprises ~7% of total reserves. Meanwhile, Tether’s gold-backed stablecoin XAUT remains fully backed by physical gold, holding 16.2 tons as of end-2025—representing ~60% of global gold-backed stablecoin supply. Tether has now entered the world’s top 30 largest gold holders, surpassing countries including Greece, Qatar, and Australia.
As of the end of Q4 2025, Tether’s total physical gold holdings stood at 520,089.350 troy ounces, while the circulating supply of XAUT tokens totaled 520,089.3 units.
Tether Launches Federally Regulated Stablecoin USA₮
Per an official Tether announcement, the company has officially launched USA₮, a federally regulated, U.S. dollar–backed stablecoin designed to operate within the U.S. federal stablecoin framework established under the GENIUS Act. Anchorage Digital Bank—the first federally regulated stablecoin issuer in the U.S.—will issue USA₮.
USA₮ is a digital dollar tailored specifically for the U.S. market and is custodied and serviced by Cantor Fitzgerald, which serves as both the designated reserve custodian and preferred primary dealer. Bo Hines, former Executive Director of the White House Crypto Council, serves as CEO of Tether USA₮.
Tether CEO Paolo Ardoino stated that USA₮ offers institutions a U.S.-made, dollar-backed token option. In its initial phase, USA₮ will be available on Bybit, Crypto.com, Kraken, OKX, and Moonpay.
Moonbirds Unveils $birb Tokenomics: 65% Allocated to Community
The Moonbirds project has officially unveiled the tokenomics for its $birb token, with the following allocation:
Community Allocation (65%):
- Holders Rewards (27%): Allocated to Birb and Friends NFT holders to foster stronger community development
- Ecosystem Partner Expansion (12%): Performance-based distribution to secure high-value partnerships, drive user acquisition, and execute regional brand activations
- Value Chain Incentives (10%): Reward operational excellence and incentivize community members contributing to the project’s physical infrastructure
- Liquidity (8%): Ensures healthy market depth and seamless trading—reserved for centralized exchange listings, deposit campaigns, and market-making services to minimize slippage
- Innovation (8%): Strategic reserve dedicated to the ecosystem’s long-term growth
Team & Investor Allocation (35%):
- Team (10%): Provides long-term incentives for the team to continue advancing its vision of transforming the collectibles industry
- Investors & Advisors (25%): Reserved for strategic partners providing capital, networks, and guidance to support the project’s zero-to-one scaling
Web3 Game “Forgotten Runiverse” Suspends Operations Amid Financial Distress
According to Decrypt, the free-to-play RPG “Forgotten Runiverse”—built on Ronin, the Ethereum Layer-2 scaling network—announced it will shut down its servers and suspend operations this Tuesday. The development team stated on X that although they overcame numerous obstacles, “the point has been reached where maintaining the game environment is no longer financially viable under current conditions.”
“Forgotten Runiverse” originated from the lore of the Ethereum NFT collection “Forgotten Runes Wizard’s Cult.” Launched globally last year, the game is shutting down less than one year after release. The team confirmed all accounts and progress data will be securely preserved—but access to the game will be unavailable while the team evaluates potential development paths.
Analyst: 1INCH Faces Severe Liquidity Crisis—$2M Sell Order Triggers 13% Price Drop
On-chain analyst Ember (@EmberCN) reported that the 1INCH token—currently with a circulating market cap of ~$180 million—is experiencing severe liquidity issues. A sell order of less than $2 million triggered a 13% price drop. Data shows that the 1INCH/USDT trading pair on Binance recorded only $1.5 million in 24-hour volume, of which $1.16 million came from arbitrage bots; actual traded volume amounted to just $340,000.
ClawdBot Founder: GitHub Account Hijacked by Crypto Scammers, Requests Assistance
Peter Steinberger, founder of ClawdBot, posted on social media: “Does anyone in my circle work at GitHub? Can you help me recover my GitHub account? It was taken over by cryptocurrency scammers.”
Earlier, he had clarified: “I will never launch a token. Any project listing me as a token owner is fraudulent.”
Mesh, Crypto Payments Network, Raises $75M in Series C Funding Led by Dragonfly Capital, Valuation Hits $1B
According to PRNewswire, Mesh—a crypto payments network—has raised $75 million in its Series C round, achieving a $1 billion valuation. Dragonfly Capital led the round, with participation from Paradigm, Moderne Ventures, Coinbase Ventures, SBI Investment, and Liberty City Ventures. This brings Mesh’s total funding to over $200 million.
MESH aims to unify fragmented global crypto markets—bypassing the slow settlement times and high fees of traditional finance. Its unified payment network supports borderless tokenized economies. Currently, Mesh’s global network reaches over 900 million users. This funding round will accelerate expansion across Latin America, Asia, and Europe.
SoftBank Plans Up to $30B Additional Investment in OpenAI
According to The Wall Street Journal, SoftBank Group is in talks with AI firm OpenAI to add up to $30 billion in new investment. Sources indicate this would significantly increase SoftBank’s already substantial stake in the ChatGPT developer.
This investment forms part of OpenAI’s broader fundraising effort, targeting up to $100 billion in new capital from investors. If fully realized, this round would lift OpenAI’s valuation to approximately $830 billion.
Market Updates
Recommended Reading
Survival Guide for Crypto Podcasts: A Group of Passion-Driven Creators Seeking Meaning in the Cracks
This article explores the unique value, challenges, and significance of Chinese-language crypto podcasts amid today’s industrialized information landscape. Though crypto podcasts face limited audiences and commercial difficulties, their in-depth content and authentic expression counteract information fragmentation—making them among the few remaining media formats preserving genuine human presence and voice.
After $1B TVL, Has USDD—The “Yield-Bearing USDT”—Joined the Stablecoin Main Stage?
This article details the evolution, technical upgrades, and future roadmap of the decentralized stablecoin USDD. In 2025, USDD completed its 2.0 upgrade, transitioning to an over-collateralized model and gradually phasing out subsidies to build a sustainable yield mechanism. It also discusses how USDD expands competitiveness through technological innovation, ecosystem partnerships, and user growth—and strives to become the “yield-bearing version of USDT.”
ClawdBot Founder Says He’ll Never Launch a Token—Meme Traders Are Panicking
This article recounts ClawdBot’s viral rise on January 25: GitHub stars surpassed 40,000, and its Discord community swelled to nearly 10,000 members. Founder Peter Steinberger stated he no longer writes code himself but relies on AI instead. ClawdBot’s popularity quickly drew attention from the crypto space, prompting the launch of a meme coin named CLAWD—whose market cap briefly hit $16 million. Despite the founder’s unequivocal statement against launching any token, crypto traders persistently sought association with the project, even hijacking his accounts to post scam messages. The meme coin ecosystem has shifted—from “deifying creators” to “piggybacking on creators,” and now to “coercively binding creators”—exhibiting a profit-driven, predatory culture that burdens developers and harms legitimate projects.
Microchip’s $24B Singapore Factory Won’t Fix Your RAM Shortage
This article covers Micron Technology’s announcement of a $24 billion investment to build an advanced NAND wafer fabrication facility in Singapore, with mass production slated to begin in H2 2028. Concurrently, Micron plans to gradually exit the consumer memory and SSD business, focusing instead on meeting soaring AI-driven demand for memory and storage. This strategic pivot stems from shrinking Chinese market demand and rapid growth in the AI server sector. Tight supply has driven sharp price increases for consumer memory products, while memory stocks have surged amid surging AI demand.
This article summarizes Coinbase CEO Brian Armstrong’s Davos interview, covering core topics including crypto adoption, global regulation, stablecoin legislation, asset tokenization, and the convergence of AI and crypto. It also addresses evolving U.S. crypto policy, progress in bank–crypto collaboration, and the three major trends poised to shape the crypto industry in 2026.
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