AiCoin Daily (January 9th)

[LA Team-Associated Address Transfers $1.6 Million in Tokens to Binance] On January 10, according to monitoring by onchainschool.pro, an address that received LA from the team wallet five months ago has just transferred tokens worth $1.6 million to Binance. The address currently still holds LA worth $13.8 million.

[30 Democrats Support Anti-Insider Trading Bill to Restrict Prediction Market Gambling] On January 10, 30 Democrats, including former House Speaker Nancy Pelosi, expressed their support for the '2026 Financial Prediction Market Public Integrity Act.' The bill, introduced last Friday by New York Representative Ritchie Torres, aims to prohibit elected officials from engaging in politically-related gambling on prediction markets. Previously, a Polymarket account bet on the resignation of former Venezuelan President Nicolás Maduro by the end of the month, profiting $400,000, which raised concerns about insider trading.

Andreessen Horowitz has raised $1.5 billion, accounting for 18% of total US venture capital by 2025, and announced the launch of the $1.176 billion American Dynamism Fund II, bringing the company's total capital focused on US national interests, security, and prosperity to $1.776 billion. （CoinDesk）

[Fidelity Global Macro Director Questions Bitcoin 'End of Four-Year Cycle' Theory] On January 10, Fidelity Global Macro Director Jurrien Timmer stated that Bitcoin's current trend is closer to the S-curve of the internet rather than a power-law curve. He expressed skepticism about the claims that the 'four-year cycle' of Bitcoin has ended and that bear markets will no longer occur. Timmer also suggested that Bitcoin's bottom line is $65,000 (the previous high), while the power-law trend line indicates a bottom of $45,000. Timmer pointed out that if Bitcoin enters a consolidation phase in the next year, the power-law trend line could approach $65,000 and become a key price level.

[a16z Crypto Suggests Crypto Developers Focus on Products and Regulatory Compliance] Arianna Simpson, General Partner at a16z Crypto, advises cryptocurrency developers to avoid overly shifting toward trading platforms, arguing that homogenized competition may weaken market attention for businesses. Developers who focus on the product itself may be able to build more defensible and sustainable businesses. Miles Jennings, a16z Crypto's policy team member and General Counsel, stated that developers should pay attention to regulatory compliance, as the Trump administration is nearing the passage of a crypto market structure regulation bill, which could provide clear pathways for fundraising, token issuance, and decentralization.