#数字资产市场动态 Key cryptocurrencies tracking: $ZEC, $AT, $STORJ

In the first week of 2026, the global financial sector is densely staging major upheavals. The transition of Federal Reserve Chair, the end of the Warren Buffett era, and the debut of new AI chip contenders—these three major events occurring simultaneously have a profound impact on digital assets and the entire market system.

**New Federal Reserve Chair Announced, Cryptocurrency Policy Outlook Shakes**

The biggest suspense remains the selection of the new Federal Reserve Chair. Trump aims to finalize the appointment in the first week of January. Among the popular candidates, a board member named Waller stands out—he is notably open-minded about digital assets and blockchain technology, explicitly stating there’s no need to fear these innovations. The final choice of the chair will directly determine the pace of rate cuts and liquidity supply throughout 2026, creating a chain reaction effect on the crypto market. Additionally, the Fed minutes released on December 30 will reveal officials’ disagreements over rate cuts, making market volatility inevitable.

**"Warren Buffett Era" Ends, Value Investment Logic Changes**

Starting from New Year’s Day 2026, Buffett officially steps down as CEO of Berkshire Hathaway, succeeded by Abel. This marks the end of nearly 60 years of investment mythology. Although Buffett remains Chairman, investors have already voted with their feet—the stock price has fallen by 12%. The long-standing market phenomenon of "Buffett premium" faces reassessment, and the global value investing rules may need to be redefined.

**AI Chips Launching Hotly, Tech Sector Accelerates**

January 2 was especially lively, with two hardware tech companies simultaneously listing in Hong Kong. Biren Technology, known as the "Hong Kong GPU first stock," officially listed with an issue price fluctuating between HKD 17 and 19.6, holding over 1.2 billion yuan worth of orders, with 23 cornerstone investors subscribing to 372.5 million USD, focusing on next-generation AI chip R&D. On the same day, "Physical AI first stock" Wuyi Vision also joined the fray, making the Hong Kong tech sector ring with dual launches.

**Economic Data Approaching, Related Sectors Poised for Growth**

On December 31, China’s manufacturing PMI and January 2 US PMI will directly reflect economic health. Events like rising paper industry prices and silver fund purchase restrictions are also fermenting, which will impact related investment sectors.

Most importantly, these three dimensions—Federal Reserve policy direction, paradigm shift in value investing, and expansion of AI computing power—are resonating with each other. How the crypto market will absorb this liquidity wave remains to be observed. Which event do you think offers the most tangible investment opportunities?