Middle East tensions escalate as Spain's Prime Minister warns conflict is approaching a critical global tipping point, calling for restoration of Strait of Hormuz navigation. NATO's 22 nations participate in security plans but lack clear military deployment details, with Europe divided on stance. Iran sends hardline signals, triggering heightened volatility in global debt markets and energy sectors, with cryptocurrency markets also affected. Monitor follow-up developments from multi-nation coordinated actions.

On Polymarket, an address placed a $12,000 bet that Ukraine will not join NATO this year, with a 69% winning probability. Despite U.S. efforts to broker a ceasefire, the Ukrainian government faces public pressure to abandon NATO membership aspirations, making compromise difficult.

OpenAI is considering signing a contract with NATO to apply AI technology to "non-classified" networks, having previously reached an agreement with the Pentagon. The company emphasizes that its systems should not be used for monitoring American citizens, and Anthropic was removed from the partnership for refusing to support domestic surveillance.

On January 28, news, Bitcoin (BTC) experienced a technical rebound after reaching a cyclical low on January 25. As of press time, the price has risen approximately 3.74%, trading around $89,300. Previously, U.S. President Trump stated after a meeting with NATO Secretary General Mark Rutte that no new tariffs would be imposed in the short term. This statement somewhat alleviated macro-level uncertainty and provided a breather for risk assets. However, the market structure has not shown substantial improvement. Data indicates that the funds held by whale addresses continue to increase, while small and medium-sized holders are gradually exiting the market, with a clear trend of capital differentiation. Although geopolitical tensions have eased somewhat, Bitcoin's ability to stay above $90,000 still heavily depends on sustained and strong spot capital inflows. The upcoming Federal Reserve FOMC meeting may also further amplify price volatility.

On January 22, news reports indicate that both the US spot Bitcoin ETF and Ethereum ETF experienced a rare large-scale outflow of funds this Wednesday, showing that institutional investors are significantly tightening risk exposure amid rising macroeconomic uncertainty. Data shows that the net daily outflow from the spot Bitcoin ETF was approximately $709 million, the largest outflow in nearly two months, while the Ethereum ETF saw about $287 million in withdrawals, totaling nearly $1 billion combined. As funds exited, Bitcoin's price briefly dropped to around $87,000, and Ethereum also experienced a short dip before rebounding. Subsequently, with Trump announcing an agreement with NATO on the Greenland issue and temporarily suspending tariffs on EU countries, market sentiment significantly improved. Cryptocurrencies experienced a technical rebound, with Bitcoin regaining the $90,000 level and Ethereum climbing back above $3,000.

January 20 News, as the situation has taken a new turn, the tense trade war between the United States and the European Union caused by Trump's tariffs may see a phased easing. U.S. President Trump has confirmed that negotiations on related tariffs and geopolitical issues will take place during the upcoming World Economic Forum in Davos, attracting significant market attention. According to foreign media reports, Trump stated that he will meet with multiple parties in Davos, Switzerland, to discuss control over Greenland and the resulting tariff disputes. Trump revealed on social media that he had a "very good call" with NATO Secretary General Mark Rutte regarding this issue and agreed to continue discussions in Davos.

BlockBeats news, on December 10, U.S. President Trump demanded that Ukraine "quickly accept" a U.S.-led peace plan and was reportedly hoping to finalize the agreement before Christmas. Zelensky signaled willingness to hold elections during wartime but emphasized that any agreement must be based on clear security guarantees from the U.S. and Europe. As the plan involves territorial concessions, NATO issues, and the use of frozen Russian assets, multiple European countries are uneasy about the fast pace pushed by the U.S. The U.S., Ukraine, and Europe continue to be locked in a tug-of-war within the negotiation framework. The U.S. demands accelerated decision-making and stresses that the goal is to achieve sustainable peace, but Zelensky reiterated that he would not accept territorial concessions and needs to coordinate positions with Europe first. European officials are concerned that a U.S.-driven agreement could undermine the cohesion of the Western bloc. Amid rising geopolitical uncertainty, the crypto market sentiment remains cautious. In the short term, BTC is watching the $93,200 resistance, with support remaining at

According to a report by China Merchants Securities International, Google Cloud has secured a NATO AI cloud contract, which will provide a dedicated secure cloud system and utilize AI to enhance operational efficiency. At the same time, Google is competing for TPU orders with Meta, showcasing its market opportunities. Investor concerns about Google may ease, maintaining a "buy" rating with a target price raised to $390.