Davos: Special Address by He Lifeng, Vice-Premier of China 11 CET
Davos: The Day After AGI (Hassabis, Dario) at 13:30
Trump’s deadline for a credit card rate cap
US Supreme Court next opinion day on Trump’s IEEPA tariffs at 10am; Decision could impact $150B in tariff refunds
Wed:
Binance will be canceling all pending spot and margin orders placed before 2024-01-01 00:00 (UTC) at 2026-01-21 07:00 (UTC) (the “Automatic Cancellation Event”).
Senate Agriculture Committee’s postponed crypto market structure bill would drop
Davos: Can Russia Sustain a Wartime Economy? at 09:00
Davos: Can Europe Defend Itself? (Mark Rutte) at 10:15
Davos: Is Tokenization the Future? (Brian Armstrong) at 10:15
Davos: Clear-Eyed about Nuclear Renaissance at 11:30
Davos: Jensen Huang & L. Fink at 11:30
Davos: Ken Griffin at 11:30
Davos: Quantum Reality at 12
Davos: Trump address the World Economic Forum at 14:30
Davos: Why Quantum Is Around the Corner and Why It Is Not (IBM) at 15:30
Caroline Ellison (former co-CEO of Alameda Research) is scheduled for release
Davos: Trump plans to convene a group of corporate executives evening after his speech at the WEF
US Supreme Court to hear oral arguments in the case involving Trump’s attempted firing of Fed’s Lisa Cook, Powell will attend
deadline for Warner Bros. Discovery shareholders to decide whether to accept Paramount Skydance’s tender offer
Thu:
EU Leader's emergency meeting over greenland
U.S. Q3 GDP
U.S. November PCE price index
TikTok’s US joint venture is expected to be formed
Davos: Where Are We on Stablecoins? at 10:15
Fri:
BOJ meeting (unchanged): Bloomberg Economics Says: “We see the next hike in July. With Prime Minister Takaichi looking poised to call a snap election, we expect Governor Ueda to play his cards close, sticking to recent guidance to avoid inviting any unwanted attention. He’ll probably bat down any questions on the yen, pointing out the government calls the shots on exchange rates.”
Davos: Geopolitical Risks Outlook for 2026 at 9
Davos: Global Economic Outlook at 11
Coinbase International Exchange will be temporarily offline due to a scheduled systems maintenance Saturday at about 17:00 UTC (for 3 hours)
TBA/Whole Week: World Economic Forum Annual Meeting in Davos; NATO-US Tension over Greenland (?); Bessent said he expect the Fed chair decision before Davos or upon return;
What Happened:
Saylor’s Strategy Has $17.44 Billion Unrealized Loss in Fourth Quarter
Christopher Wood, global head of equity strategy at Jefferies, removed a 10% allocation to Bitcoin from his model portfolio, citing fears that the advent of quantum computing could undermine the cryptocurrency.
China’s central bank will allow commercial banks to pay interests on clients’ e-CNY holdings under a new framework set to take effect on Jan. 1, 2026.
Sui blockchain restored after six-hour outage
State Street is expanding its digital-asset strategy, developing tokenized versions of traditional funds and cash products as large banks increasingly move core financial plumbing onto blockchain rails.
Interactive Brokers Enables 24/7 Account Funding with Stablecoin
NYSE Builds Venue for 24/7 Trading of Tokenized Stocks, ETFs
Iran offers to sell advanced weapons systems for crypto
Trump Media and Technology plans to issue a new cryptocurrency to be distributed among its shareholders.
Morgan Stanley Files for Bitcoin, Solana, ETH ETFs
World Liberty crypto venture applies for US banking licence
Nike Sells NFT Subsidiary RTFKT One Year After Shuttering Unit
LSEG Starts New Digital Settlement Platform in Blockchain Push
Open interest in altcoin futures has collapsed 55% since October, wiping out more than $40 billion in exposure, as investors use larger tokens to bet on macroeconomic factors.
MrBeast Nabs $200 Million Investment from Tom Lee’s Bitmine
Coinbase pulls support from crypto market structure bill
Crypto data platform CoinGecko weighs sale for around $500 million, sources say
Zcash developers quit, form new company after board clash
EU considers $108 billion in retaliatory tariffs on US over Trump’s Greenland threat
Nvidia Announces First ‘Reasoning’ AI for Autonomous Vehicles
Gold, Silver Stumble at the End of Best Year Since the 1970s
Gold, Silver Miners Sell Stock at Fastest Pace in Over a Decade
China’s PBOC Adds Gold for 14th Month As Prices Hit Record
Trump said he will not permit dividends and stock buybacks for defense companies
China’s Z.AI Releases First Major AI Image Generation Model Trained Without American Chips
US fines for dirty money drop 61% as Trump retreats from enforcement
Dollar Logs Worst Loss in Eight Years (early jan)
Apple Shares on Pace to Match Longest Losing Streak Since 1991
Nvidia to Invest $1 Billion in AI Drug Laboratory With Eli Lilly
China’s annual trade surplus hits a record $1.2 trillion as December exports sharply beat estimates
China fourth-quarter growth slows to 4.5%, weakest in nearly three years as consumption misses forecasts
Japan Warns Speculators on FX After Yen Sets Fresh 18-Month Low
Polymarket Steps Into Legal Gray Area by Hosting Trades on War
Adobe Analysts Turn Most Bearish Since 2013 as AI Threat Looms
Panama expects to decide in the coming months whether to restart a vast mine that has become one of the biggest uncertainties in the global copper market. (june)
Musk Seeks Up to $134 Billion Damages From OpenAI, Microsoft
CFA Level II Pass Rate Drops Again, Hitting Lowest Level Since 2022
DeepSeek Founder Liang’s Funds Surge 57% as China Quants Boom
Graham Says Trump Gave Green Light for Russia Sanctions Bill
Charts:
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