Proud to announce I'm playing one of the biggest and best festivals in the world @UntoldFestival and on the best stage ❤️ Shoutout to Tobias, Brent and the whole @TBV_ team 🫶 Uniting music and web3 under one roof 😍
The corporate Bitcoin $BTC standard is facing its first major stress test of the cycle. As Cantor Fitzgerald warns of a looming "crypto winter" and a potential slide to $75k, the corporate sector has fractured into two distinct camps: the accumulators and the capitulators.
While Japanese firm Metaplanet is aggressively leveraging its balance sheet to acquire coins, US-listed Prenetics has abruptly halted its purchasing program, signaling a widening divergence in institutional strategy as volatility returns. The institutional flush
In a note to clients this morning, Cantor Fitzgerald predicted a harsh correction for early 2026, suggesting Bitcoin $BTC could test support levels as low as $75k. The firm argues that the market requires a "flush" of retail leverage and weak institutional hands before the next leg of the bull market can sustain itself.
That flush appears to be underway. Prenetics, which made headlines earlier this year with a high-profile pivot to a digital asset treasury, has effectively folded. The company confirmed it ceased Bitcoin accumulation on 4 Dec 2025, pivoting its focus back to its consumer health brand, IM8.
The reversal highlights the risks for non-crypto native firms attempting to adopt the Strategy playbook. Without the stomach for double-digit drawdowns, "tourist" treasuries are forced to sell or freeze operations when the market turns against them, often marking the local bottom.
( Metaplanet doubles down )
Conversely, Metaplanet is treating the bearish sentiment as a liquidity event. The Tokyo-listed firm announced it acquired 4,279 BTC in the fourth quarter, valued at approximately 65.4bn yen ($451mn).
The purchase brings its total holdings to nearly 35,000 BTC, cementing its status as the "Strategy of Asia." Unlike Prenetics, Metaplanet is utilizing the low-interest-rate environment in Japan to finance its accumulation, betting that the yen’s weakness and Bitcoin’s long-term appreciation will outpace the cost of capital.
In 2025, Donald Trump became one of the most influential figures in crypto - not just politically, but economically. His return to the White House acted as a catalyst for the entire $BTC market, impacting memecoins, DeFi, regulation, and institutional sentiment.
Ahead of his inauguration, Trump launched the TRUMP memecoin on Solana, which peaked at a $17.4B market cap, followed shortly by MELANIA, launched by the First Lady. Despite sharp drawdowns later, these launches marked one of the loudest crypto moments of the year and pushed memecoins into the global spotlight.
But memecoins were only part of a broader strategy. The Trump family expanded into crypto-fintech with Truth . Fi, Web3 gaming, DeFi initiatives, and stablecoin-related projects. At the policy level, Trump signaled a clear pro-crypto shift: appointing industry-friendly officials, advancing the GENIUS Act for stablecoins, allowing crypto exposure in 401(k) accounts, and laying the groundwork for a US strategic Bitcoin reserve.
Presidential pardons involving key crypto figures and parallel investments in AI infrastructure further strengthened the narrative of crypto’s integration into national strategy.
$BTC paved the way for institutional trust - 2026 is about building on top of it 🚀
After a volatile and contradictory 2025 - memecoin hype on one side, quiet institutional accumulation on the other - the industry is entering a much more mature cycle. And several trends are already shaping what 2026 will look like.
Here’s what stands out:
🔹 Institutionalization goes deeper. This shift from retail-driven speculation to institutional allocation is likely to reduce extreme volatility and push crypto closer to a mature asset class.
🔹 Stablecoins as financial rails. Stablecoins are no longer just a crypto tool - they’ve become core payment infrastructure. With clearer regulation and growing adoption, they act as the bridge between TradFi and on-chain finance, especially in payments, remittances, and treasury management.
🔹 Neobanks & consumer-first crypto apps. Wallets, exchanges, and fintech apps are converging into crypto neobanks. In 2026, the winning products won’t feel like “crypto” at all - they’ll feel like Web2 apps, with blockchain running quietly in the background.
🔹 Applications > protocols. Value is shifting from base-layer hype to apps with real users, revenue, and PMF. The next wave of outsized returns is more likely to come from consumer-facing applications than from launching “another L1.”
🔹 Tokenization & real-world assets (RWA). Tokenized equities, bonds, and real-world assets are moving from experiments to infrastructure. This unlocks global access to capital and brings compliance-friendly on-chain finance closer to reality.
🔹 AI + blockchain convergence. AI improves UX, risk management, and personalization. Blockchain provides transparency, ownership, and verifiable execution. Together, they form the backbone of scalable, trust-minimized financial platforms.
Bitcoin remains the foundation. Everything else is finally learning how to build on top of it.
$SOL RWA Ecosystem Hits $873M ATH After 325% Growth in 2025
In early January 2026, $SOL ’s real-world asset (RWA) ecosystem reached an all-time high of $873M, marking 325% growth in 2025. The platform now ranks as the third-largest blockchain for RWA tokenization with a 4.57% market share (excluding stablecoins).
The number of RWA holders grew 18.4% in the past 30 days to 126,236, reflecting rising adoption by retail and institutional participants.
Growth was driven by tokenized equity launches, yield-bearing treasury products, and steady institutional inflows. Stablecoins and treasuries make up ~91% of the ecosystem, showing the market is still maturing.
Pantera Capital Forecast 2026 - DeFi, RWA, and AI in Crypto
Jay Ju, Partner at Pantera Capital, highlighted 12 key directions shaping the crypto $BTC industry next year.
1. Evolution of Crypto Lending. Consumer lending is moving toward more capital-efficient models, combining on-chain and off-chain data, modular architecture, and advanced collateral management. AI-driven analysis will help understand user behavior while keeping solutions accessible for retail users.
2. Prediction Markets Split. Financial markets: Will integrate tightly with DeFi, using leverage, liquid staking, and options-like instruments. Cultural markets: More volatile, local, and user-engaging, focusing on community participation rather than pure finance.
3. Agent-Based Commerce. Protocols like x402 may move beyond microtransactions to everyday payments, similar to traditional payment systems. Networks like Solana are already showing strong adoption in this space.
4. AI as the New Interface. Fully autonomous LLM-based trading is still experimental, but AI assistants for market analysis, project research, and on-chain data will become standard for users.
5. RWA Expansion. Tokenized real-world assets, especially gold, are expected to grow, providing alternatives to physical gold amid geopolitical risks, inflation, and fiat instability.
So, 2026 is shaping up as a year where DeFi, RWA, AI, and agent-based commerce converge - creating new ways to interact with crypto beyond trading $BTC .
Senate Eyes $BTC Market Rules: Crypto Bill Markup Set for January 15
The Senate has set January 15 as the markup date for long-awaited crypto market structure legislation, according to sources. The bill, in the works for over three months, aims to address key issues including DeFi regulation, token classification as securities or commodities, and stablecoin reward programs.
While the Banking Committee could technically advance the bill with a unified Republican vote, passage on the Senate floor will require bipartisan support, needing 60 votes to end debate. Previous attempts in 2025 stalled over disagreements on these points, leaving some uncertainty about whether both parties are fully aligned.
Digital Chamber CEO Cody Carbone hinted at the date during a December 19 live show, and industry insiders remain cautiously optimistic. Banking Committee Chair Tim Scott noted “strong progress” with Democrats before the holiday recess, suggesting the bill could finally gain momentum in 2026.
$ETH co-founder Vitalik Buterin highlighted that the network has become faster and more reliable over the past year. Node deployment and client software have been simplified, while scaling efforts - particularly around zkEVM - have made notable progress.
Looking ahead to 2026, Buterin emphasized that Ethereum’s success shouldn’t be measured solely by activity levels or “winning” the next meta-trend. Instead, the blockchain must meet two key criteria simultaneously:
Usability at real-world scale - it should remain practical and widely used.
True decentralization - it must retain its core decentralized nature.
$SUI is moving in a tight range on the 1H timeframe after a strong push toward the $1.75 area, now consolidating around the $1.70 level. The pullback remains controlled, showing no signs of major weakness and suggesting healthy consolidation. As long as SUI holds above the $1.68–$1.70 support zone, the bullish structure stays intact with potential for continuation on the next impulse.
Starting the year with some amazing blockchain news: the daily transaction volume on Ethereum just surpassed its previous peak from the 2021 NFT boom! 📈
7-day moving average: 1.87M transactions - beating the May 2021 record of 1.61M Active wallets: 728,904 - the highest since May 2021 New addresses created in one day: 270,000 - biggest single-day growth since 2018
Experts link this surge to Ethereum’s 2025 upgrades - Pectra and Fusaka - which improved scaling, lowered fees, and made network participation easier. On top of that, institutional demand, tokenized real-world assets, stablecoin circulation, and inflows via ETFs added fuel to the network activity. 🔥
Looking ahead, Ethereum is not slowing down: Glamsterdam upgrade (2026): better performance and resilience Hegota upgrade (2026): long-term optimization and decentralization
Even with growing competition, Ethereum continues to be the backbone for stablecoins, RWA, DeFi, and yield-generating products.
Polymarket Trader Turns $32K Into $400K+ Overnight
A Trader bet on U.S. removing Maduro by end of January, Just hours before events unfolded. → Bet placed: $32,000 → Profit realized: $400,000+ → Odds shifted massively as news broke
Prediction markets are becoming the fastest-reacting financial instruments in the world. High-risk, high-reward and Polymarket volatility on full display.
#Bitcoin ETFs closed the week with a bullish action, scooping up $471.14M in net inflows on Jan.2. BlackRock fund led that charge with roughly $287 million. On the weekly level $BTC ETF turned green after 2 red weeks of outflows.
The data shows a clear narrative especially with the Ethereum ETF inflows also: the year-end tax-selling and profit-taking pressure has definitively ended. Trading volume skyrocketed for both Ethereum and #BTC .
This surge in volume and inflow is a classic indicator of fresh capital entering the market, setting a bullish tone for January.
Crypto Investments in 2025: From $BTC Hype to Capital Concentration
2025 marked a structural shift for the crypto industry - not through the number of launches, but through how and where capital was deployed. The year reflected a transition from experimentation to infrastructure maturity.
In 2025, 1,169 crypto projects raised capital - fewer than in 2023 and 2024. At the same time, total disclosed funding surged to $22.2 billion, nearly double year-over-year. This divergence indicates a clear trend: investors are concentrating capital into fewer, more scalable, and system-critical projects rather than spreading bets broadly.
The largest deals of the year - including Polymarket ($2B), Kraken ($500M), and Kalshi ($1B) - highlight investor focus on: next-generation financial markets on-chain prediction and derivatives platforms regulated, revenue-driven crypto businesses
A temporary surge in interest toward crypto treasury companies in Q3 2025 demonstrated that $BTC is increasingly treated as a balance-sheet asset, not merely a trading instrument. While the trend cooled later in the year, it established a precedent for future corporate crypto allocation models.
AI Capital ≠ Crypto Competition
The massive concentration of capital into AI - including OpenAI, Anthropic, and xAI - should not be viewed as capital flight from crypto. Rather, it lays groundwork for AI × blockchain convergence, where Web3 enables ownership, verifiability, and execution layers for AI systems.
2025 demonstrated that: capital is not leaving crypto venture funding is shifting from ideas to infrastructure and revenue logic the next growth cycle will be built on utility, scalability, and real user demand, not narratives
Those who truly follow the money are already seeing the contours of 2026.
$BTC had a rough close to 2025, with Q4 returns of -23.07%, according to Coinglass data. This is far below its historical Q4 average of 77.07% and median of 47.73%, making it the second-worst Q4 in Bitcoin’s history, only behind Q4 2018 (-42.16%).
Ethereum fared even worse, posting -28.28% for the quarter, marking its fourth-worst Q4 performance ever.
Despite the annual challenges, both assets remain central to investor and institutional attention as 2026 begins.
The prediction market is cautious after a weak finish to 2025. Some doubt the classic 4-year cycle, but analysts remain bullish: support could come from US monetary policy and key crypto regulations like the GENIUS Act and CLARITY Act.
💡 Standard Chartered, Strategy, and Bernstein see $150k, while the most optimistic forecasts point to $200k–$250k.
$BTC remains the market’s main indicator, and 2026 could be a year of careful but strategic growth.