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CoinWorld News: According to CoinWorld, Wu Blockchain tweeted that Bitcoin OG Adam Back pointed out that stablecoin issuers have become important buyers of U.S. Treasury bonds, holding massive reserves of U.S. Treasuries, even surpassing some major countries. He believes that this convenient, low-friction "new business model" is driving a growing willingness in the market to issue more stablecoins.

Glonghui, January 28｜Intel (INTC.US) continues to rise 4.8% in pre-market trading, quoted at $46.04. According to sources in the supply chain, Nvidia is expected to launch the Feynman architecture platform in 2028 in cooperation with a certain foundry. In this collaboration, Nvidia adopts a strategy of "small volume, low-end, non-core." The GPU core chips will still be manufactured by TSMC, while the I/O chips will partially use the 18A process of the foundry or the 14A process scheduled for mass production in 2028, and will finally undergo advanced packaging by the foundry's EMIB. Based on the proportion of advanced packaging, the foundry accounts for up to about 25%, while TSMC accounts for about 75%.

BlockBeats News, January 28, QCP released its daily market analysis stating, "Bitcoin has rebounded above the key level of $88,000. Recently, whenever it fell below this level, it often quickly triggered liquidation-led accelerated declines; conversely, a swift recovery tends to pull the price back into the consolidation range. Next, the market will face a series of intensive U.S. macro events: the FOMC rate decision on January 28; the government funding deadline on January 30, which keeps the risk of a shutdown present; and the Senate rescheduling discussions on crypto market structure legislation. The options market clearly reflects this asymmetry. Overall volatility remains controlled, and the term structure maintains a positive spread, so the baseline scenario remains consolidation rather than a sharp crash." In terms of fiscal risk, the key issue is whether Washington can smoothly resolve the January 30 funding problem. If a temporary solution is passed in time, short-term risk premiums are expected to compress, and crypto assets will behave more like pure Beta trades; if there is a brief misstep, the market may fluctuate first but recover after an agreement is reached; if the deadlock persists, it could tighten liquidity and force broader market de-risking. The nearer key event is the Federal Reserve. The baseline expectation remains unchanged rates, with the market focus on when rate cuts will resume. Inflation is still above 2%, while employment is starting to weaken, prompting the committee to remain cautious and data-dependent. With the Fed's independence under scrutiny, it is expected to emphasize its independence and reiterate the stance of 'waiting for more data'; if a hawkish hold occurs, it may trigger a rebound in the dollar and bring short-term volatility to risk assets."