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Bitcoin Closes Four Straight Red Months
Bitcoin dropped below $78,000, closing its fourth consecutive red month. That hasn't happened since 2018.
As mentioned earlier, crypto funds lost $1.7 billion last week. ETFs bled $1.6 billion in January alone. Even gold crashed 7% from its peak as the entire market repriced expectations around Fed policy.
Total crypto futures open interest collapsed 53% from its all-time high.
So why are institutions suddenly running to exit the market?
Read More
Bitcoin dropped below $78,000, closing its fourth consecutive red month. That hasn't happened since 2018.
As mentioned earlier, crypto funds lost $1.7 billion last week. ETFs bled $1.6 billion in January alone. Even gold crashed 7% from its peak as the entire market repriced expectations around Fed policy.
Total crypto futures open interest collapsed 53% from its all-time high.
So why are institutions suddenly running to exit the market?
Read More
Crypto Funds Turn Negative for the Year
Digital asset funds flipped into the red for 2026 after $1.7 billion in weekly outflows. Year-to-date losses now sit at $1 billion.
Bitcoin products shed $1.32 billion. Ethereum lost $308 million. XRP and Solana got hammered too. Total AUM dropped from $238 billion in October to $165.8 billion now.
Which coins are expected to reverse this bloodbath?
Digital asset funds flipped into the red for 2026 after $1.7 billion in weekly outflows. Year-to-date losses now sit at $1 billion.
Bitcoin products shed $1.32 billion. Ethereum lost $308 million. XRP and Solana got hammered too. Total AUM dropped from $238 billion in October to $165.8 billion now.
Which coins are expected to reverse this bloodbath?
Fear stopped whispering and started lingering.
The F&G Index is sitting at 17, derivatives are busy liquidating anything with leverage, and funding rates have officially flipped to pessimism.
Social feeds, meanwhile, can’t agree on anything: ETH whales are “accumulating,” Bitcoin miners are “capitulating,” and everyone is absolutely sure they’re right.
When panic lasts this long, the market stops reacting and starts daring you to blink.
So is this where things finally break… or where they quietly turn around?
Lets dive in!
Latest News
Hyperliquid Launches Prediction Markets
Hyperliquid just announced HIP-4, and HYPE jumped 10% within hours. The exchange is adding prediction markets and options-style trading to its platform.
The new feature uses "outcome contracts" that are fully collateralized. No margin calls, no liquidations. You bet yes or no on an event, and either win a fixed amount or lose what you staked.
But can they actually steal users from platforms that already dominate the space?
The F&G Index is sitting at 17, derivatives are busy liquidating anything with leverage, and funding rates have officially flipped to pessimism.
Social feeds, meanwhile, can’t agree on anything: ETH whales are “accumulating,” Bitcoin miners are “capitulating,” and everyone is absolutely sure they’re right.
When panic lasts this long, the market stops reacting and starts daring you to blink.
So is this where things finally break… or where they quietly turn around?
Lets dive in!
Latest News
Hyperliquid Launches Prediction Markets
Hyperliquid just announced HIP-4, and HYPE jumped 10% within hours. The exchange is adding prediction markets and options-style trading to its platform.
The new feature uses "outcome contracts" that are fully collateralized. No margin calls, no liquidations. You bet yes or no on an event, and either win a fixed amount or lose what you staked.
But can they actually steal users from platforms that already dominate the space?
Fundraises & Airdrops 💰
Crypto payments network, Mesh, raises $7.5M in a Series C funding round, with investors including Dragonfly, Paradigm, Moderne Ventures, Coinbase Ventures, and more.
Andre Cronje’s Flying Tulip raises $75.5M so far, with $25.5M from private token sales to investors including Amber Group, Fasanara Digital, and Paper Ventures, and another $50M on Curated, a DeFi deal platform.
Institutional trading platform, Talos, raises $45M in a Series B extension round, with investors including Robinhood, Sony Innovation Fund, QCP, Karatage, and more.
Token launch infrastructure, Doppler, raises $9M in a seed round led by Pantera Capital, with support from Variant, Figment Capital, and Coinbase Ventures.
Moonbirds open the claim for the BIRB token airdrop on Solana, with eligible users including Moonbirds Mythics & Oddities NFT holders, Kaito Yappers, and more.
Mezo Network unveils their token allocation for the MEZO token, allowing users to check their eligibility for the upcoming token airdrop.
Crypto payments network, Mesh, raises $7.5M in a Series C funding round, with investors including Dragonfly, Paradigm, Moderne Ventures, Coinbase Ventures, and more.
Andre Cronje’s Flying Tulip raises $75.5M so far, with $25.5M from private token sales to investors including Amber Group, Fasanara Digital, and Paper Ventures, and another $50M on Curated, a DeFi deal platform.
Institutional trading platform, Talos, raises $45M in a Series B extension round, with investors including Robinhood, Sony Innovation Fund, QCP, Karatage, and more.
Token launch infrastructure, Doppler, raises $9M in a seed round led by Pantera Capital, with support from Variant, Figment Capital, and Coinbase Ventures.
Moonbirds open the claim for the BIRB token airdrop on Solana, with eligible users including Moonbirds Mythics & Oddities NFT holders, Kaito Yappers, and more.
Mezo Network unveils their token allocation for the MEZO token, allowing users to check their eligibility for the upcoming token airdrop.
DeFi Brief 🏦
Pendle introduces their Algorithmic Incentive Model (AIM), which allocates emissions based on the pool’s contribution to Pendle, which is measured through swap fees and TVL.
RWA protocol Theo Network, introduces thGOLD, a gold-exposed asset which earns a 2% yield via gold denominated loans.
SwapNet router has been exploited for $17M. The contracts have been temporarily disabled, but users are still advised to revoke any approvals to the affected contracts.
Tokenomics design becomes increasingly important as investors become more sophisticated, with old strategies such as indiscriminate distribution of emissions no longer attractive or capital efficient.
Pendle introduces their Algorithmic Incentive Model (AIM), which allocates emissions based on the pool’s contribution to Pendle, which is measured through swap fees and TVL.
RWA protocol Theo Network, introduces thGOLD, a gold-exposed asset which earns a 2% yield via gold denominated loans.
SwapNet router has been exploited for $17M. The contracts have been temporarily disabled, but users are still advised to revoke any approvals to the affected contracts.
Tokenomics design becomes increasingly important as investors become more sophisticated, with old strategies such as indiscriminate distribution of emissions no longer attractive or capital efficient.
Narrative of the Week 📰
Hyperliquid steals the spotlight once again, with the HYPE token surging over 60% in a single week, a positive sign for the overall weak markets.
Hyperliquid’s HIP-3 sees a surge in open interest from increased interest in commodities, with OI reaching an all-time high of $790M.
A perfect storm of the end of large holder dumping and Hyperliquid Strategies purchasing HYPE tokens, has resulted in the corresponding surge in price.
US centralized exchanges begin to take interest in the HYPE token, with a listing from Kraken and Coinbase adding it to the roadmap.
Hyperliquid continues to be the most interesting project in crypto, pushing forward with new developments and metrics, supported by a strong cult-like community.
Hyperliquid steals the spotlight once again, with the HYPE token surging over 60% in a single week, a positive sign for the overall weak markets.
Hyperliquid’s HIP-3 sees a surge in open interest from increased interest in commodities, with OI reaching an all-time high of $790M.
A perfect storm of the end of large holder dumping and Hyperliquid Strategies purchasing HYPE tokens, has resulted in the corresponding surge in price.
US centralized exchanges begin to take interest in the HYPE token, with a listing from Kraken and Coinbase adding it to the roadmap.
Hyperliquid continues to be the most interesting project in crypto, pushing forward with new developments and metrics, supported by a strong cult-like community.
Major Project Updates 🗓️
Ethereum announces the formation of the Post Quantum (PQ) team, a team focused on blockchain’s long-term quantum strategy to stay future-proof.
Tether launches USA₮, a federally regulated, dollar-backed stablecoin, specifically made for the US market.
Robinhood announces plans to roll out 24/7 trading, supported by their range of 2,000 tokenized stocks and DeFi features to their users.
Ethereum announces the imminent launch ERC-8004, which enables AI-to-AI interactions on-chain.
EigenCloud releases the EigenAI whitepaper, outlining how EigenAI verifies Ai outputs using optimistic verification, secured by Eigen’s economic security.
Quantum computing risks continue to be one of the biggest threats to existing blockchains, especially with recent developments in the quantum computing space. Ethereum’s latest stance only shows the credibility of the threat to the industry.
Ethereum announces the formation of the Post Quantum (PQ) team, a team focused on blockchain’s long-term quantum strategy to stay future-proof.
Tether launches USA₮, a federally regulated, dollar-backed stablecoin, specifically made for the US market.
Robinhood announces plans to roll out 24/7 trading, supported by their range of 2,000 tokenized stocks and DeFi features to their users.
Ethereum announces the imminent launch ERC-8004, which enables AI-to-AI interactions on-chain.
EigenCloud releases the EigenAI whitepaper, outlining how EigenAI verifies Ai outputs using optimistic verification, secured by Eigen’s economic security.
Quantum computing risks continue to be one of the biggest threats to existing blockchains, especially with recent developments in the quantum computing space. Ethereum’s latest stance only shows the credibility of the threat to the industry.
💡 Why Hold $CMC20?
$CMC20 offers users a simple way to participate in the broader crypto market without having to build and maintain a 20-asset portfolio themselves.
Key benefits:
Instant diversification
One token = exposure to 20 leading crypto assets.
DeFi-native design
Transparent on-chain history and accessible to retail and institutional users.
Institutional-grade benchmark
Used as a core benchmark for buy-and-hold strategies and performance comparison.
Unique regulatory positioning
CMC20’s DeFi-native structure helps avoid security classification concerns, supporting listings on regulated exchanges and global accessibility.
$CMC20 offers users a simple way to participate in the broader crypto market without having to build and maintain a 20-asset portfolio themselves.
Key benefits:
Instant diversification
One token = exposure to 20 leading crypto assets.
DeFi-native design
Transparent on-chain history and accessible to retail and institutional users.
Institutional-grade benchmark
Used as a core benchmark for buy-and-hold strategies and performance comparison.
Unique regulatory positioning
CMC20’s DeFi-native structure helps avoid security classification concerns, supporting listings on regulated exchanges and global accessibility.
🔍 What is CMC20 DTF?
$CMC20 (CoinMarketCap 20 Index DTF) is a DeFi-native, tradable index token designed to track the top 20 largest and most liquid cryptocurrencies by market cap, excluding stablecoins and wrapped assets.
Think of it as a tokenised S&P500 ETF, but for the crypto market.
How it works:
Rules-based & transparent methodology
Market-cap weighted allocation
Monthly rebalancing to reflect market leaders
Top 20 assets, excluding stablecoins, wrapped tokens, and coins with limited onchain investibility.
$CMC20 (CoinMarketCap 20 Index DTF) is a DeFi-native, tradable index token designed to track the top 20 largest and most liquid cryptocurrencies by market cap, excluding stablecoins and wrapped assets.
Think of it as a tokenised S&P500 ETF, but for the crypto market.
How it works:
Rules-based & transparent methodology
Market-cap weighted allocation
Monthly rebalancing to reflect market leaders
Top 20 assets, excluding stablecoins, wrapped tokens, and coins with limited onchain investibility.
Market Overview 📈
Bitcoin (BTC) continues to show weakness as traditional equities rise along a backdrop of surging metal prices, dumping another 7.5% this week, while Ethereum (ETH) followed closely, falling 6.85% in the same period. Total crypto market cap fell another ~7% this week to $2.81T, down from $3.02T from the prior week.
With a sharp downswing to end the week, liquidations spiked again, with long liquidations taking out almost $2B in positions on Thursday and Friday alone. Funding rates continue to fall, with several, even across majors, hitting negative rates, indicating the highly risk off environment.
Michael Saylor’s Strategy acquires 2,932 BTC for $264.1M, bringing their total holdings to 712,647 BTC.
US investments giant, Fidelity, announces plans to roll out their own stablecoin, the Fidelity Digital Dollar (FIDD), a fully-reserved-backed stablecoin.
Japan’s Financial Services Agency (FSA) plans to enable trading of spot crypto ETFs, with 2028 targeted for trading to go live.
Crypto markets continue to weaken alongside traditional equities’ volatility as the top candidate for Trump’s Fed Chair pick swings towards Warsh instead of Hassett, which could possibly usher in a more hawkish environment under his tenure. The S&P 500, however, still maintains an uptrend, climbing 0.86% this week while the Nasdaq climbed 1.5% in the same period.
Bitcoin (BTC) continues to show weakness as traditional equities rise along a backdrop of surging metal prices, dumping another 7.5% this week, while Ethereum (ETH) followed closely, falling 6.85% in the same period. Total crypto market cap fell another ~7% this week to $2.81T, down from $3.02T from the prior week.
With a sharp downswing to end the week, liquidations spiked again, with long liquidations taking out almost $2B in positions on Thursday and Friday alone. Funding rates continue to fall, with several, even across majors, hitting negative rates, indicating the highly risk off environment.
Michael Saylor’s Strategy acquires 2,932 BTC for $264.1M, bringing their total holdings to 712,647 BTC.
US investments giant, Fidelity, announces plans to roll out their own stablecoin, the Fidelity Digital Dollar (FIDD), a fully-reserved-backed stablecoin.
Japan’s Financial Services Agency (FSA) plans to enable trading of spot crypto ETFs, with 2028 targeted for trading to go live.
Crypto markets continue to weaken alongside traditional equities’ volatility as the top candidate for Trump’s Fed Chair pick swings towards Warsh instead of Hassett, which could possibly usher in a more hawkish environment under his tenure. The S&P 500, however, still maintains an uptrend, climbing 0.86% this week while the Nasdaq climbed 1.5% in the same period.
CMC AI - Crypto Alpha
Are institutions preferring Solana now?
TLDR: Institutions are clearly adding exposure to Solana (SOL) at the margin, but Bitcoin (BTC) and Ethereum (ETH) still dominate overall allocations.
Spot Solana ETFs have seen persistent, sizable net inflows, often while BTC and ETH ETFs see outflows.
Total Solana ETF assets are approaching the 1–1.5% range of SOL’s market cap, which is meaningful but still niche.
SOL price has not massively outperformed BTC or ETH over the last year, so this looks like rotation and accumulation, not a full “flip” in preference.
Are institutions preferring Solana now?
TLDR: Institutions are clearly adding exposure to Solana (SOL) at the margin, but Bitcoin (BTC) and Ethereum (ETH) still dominate overall allocations.
Spot Solana ETFs have seen persistent, sizable net inflows, often while BTC and ETH ETFs see outflows.
Total Solana ETF assets are approaching the 1–1.5% range of SOL’s market cap, which is meaningful but still niche.
SOL price has not massively outperformed BTC or ETH over the last year, so this looks like rotation and accumulation, not a full “flip” in preference.
HYPE Rallied Sixty Percent on Silver Trading
Hyperliquid's token jumped over 60% in a week as traders discovered they can trade commodities on the platform. Silver futures are going wild.
Open interest across Hyperliquid's markets just hit $925 million. Silver contracts alone generated over $1 billion in 24-hour volume as the metal makes all-time highs.
How much open interest is sitting on Hyperliquid right now?
Peter Thiel Backs New Bitcoin Lending Platform
Citrea launched its mainnet with backing from Peter Thiel's Founders Fund and Galaxy Ventures. The pitch is simple, make your bitcoin work instead of sitting idle.
The platform introduced ctUSD, a Treasury-backed stablecoin issued by MoonPay.
What kind of yields is Citrea offering to Bitcoin holders?
Hyperliquid's token jumped over 60% in a week as traders discovered they can trade commodities on the platform. Silver futures are going wild.
Open interest across Hyperliquid's markets just hit $925 million. Silver contracts alone generated over $1 billion in 24-hour volume as the metal makes all-time highs.
How much open interest is sitting on Hyperliquid right now?
Peter Thiel Backs New Bitcoin Lending Platform
Citrea launched its mainnet with backing from Peter Thiel's Founders Fund and Galaxy Ventures. The pitch is simple, make your bitcoin work instead of sitting idle.
The platform introduced ctUSD, a Treasury-backed stablecoin issued by MoonPay.
What kind of yields is Citrea offering to Bitcoin holders?
WisdomTree Moves Everything to Solana
WisdomTree moved its entire suite of tokenized funds to Solana. Every single one, money market, equities, fixed income, the whole lineup.
The asset manager already operates across Ethereum, Arbitrum, Avalanche, Base and Optimism. But this Solana deployment is different. They're betting on speed.
Why did WisdomTree pick Solana over Ethereum for this deployment?
Tether Is Stockpiling Billions in Gold
Tether has been quietly buying physical gold at a rate that exceeds entire countries. Two tons per week, stored in a Swiss nuclear bunker.
CEO Paolo Ardoino says they'll keep buying at this pace for months. Most of it backs Tether's own reserves, while some supports their $2.7 billion XAUT stablecoin.
What's the actual size of Tether's gold vault?
WisdomTree moved its entire suite of tokenized funds to Solana. Every single one, money market, equities, fixed income, the whole lineup.
The asset manager already operates across Ethereum, Arbitrum, Avalanche, Base and Optimism. But this Solana deployment is different. They're betting on speed.
Why did WisdomTree pick Solana over Ethereum for this deployment?
Tether Is Stockpiling Billions in Gold
Tether has been quietly buying physical gold at a rate that exceeds entire countries. Two tons per week, stored in a Swiss nuclear bunker.
CEO Paolo Ardoino says they'll keep buying at this pace for months. Most of it backs Tether's own reserves, while some supports their $2.7 billion XAUT stablecoin.
What's the actual size of Tether's gold vault?
Crypto barely flinched because the Fed did what the Fed does best: refuse to cut rates and kill the vibe.
Powell’s “higher for longer” reminder pushed risk appetite lower, and crypto followed tech right on cue, moving in lockstep with the Nasdaq.
ETF outflows added insult to injury, draining liquidity while sentiment stayed comfortably in Fear.
For now, the market is hovering around $3T, waiting to see whether this turns into boring consolidation… or the start of another macro-led leg down.
So what does this all mean for crypto? Let's dig in.
Latest News
Fidelity Launches Its Own Stablecoin
Fidelity Investments is launching the Fidelity Digital Dollar in early February.
FIDD will run on Ethereum and target both retail users and institutional traders. Fidelity manages nearly $6 trillion in assets and already runs a Bitcoin ETF holding $17.4 billion.
How is Fidelity backing each dollar of FIDD?
Powell’s “higher for longer” reminder pushed risk appetite lower, and crypto followed tech right on cue, moving in lockstep with the Nasdaq.
ETF outflows added insult to injury, draining liquidity while sentiment stayed comfortably in Fear.
For now, the market is hovering around $3T, waiting to see whether this turns into boring consolidation… or the start of another macro-led leg down.
So what does this all mean for crypto? Let's dig in.
Latest News
Fidelity Launches Its Own Stablecoin
Fidelity Investments is launching the Fidelity Digital Dollar in early February.
FIDD will run on Ethereum and target both retail users and institutional traders. Fidelity manages nearly $6 trillion in assets and already runs a Bitcoin ETF holding $17.4 billion.
How is Fidelity backing each dollar of FIDD?
Your Fastest Snapshot of What’s Moving in Crypto
Want a quick read on the market without diving into charts or feeds? The Alpha Tab in the CMC app gives you an instant overview of what’s picking up momentum across crypto.
Tap Alpha to see:
Notable buys happening right now
Fresh token launches gaining early activity
What’s trending across the market today
Whether you’re tracking new narratives, monitoring activity, or just checking the pulse of the market, Alpha keeps the noise low and the signal high - instantly.
Want a quick read on the market without diving into charts or feeds? The Alpha Tab in the CMC app gives you an instant overview of what’s picking up momentum across crypto.
Tap Alpha to see:
Notable buys happening right now
Fresh token launches gaining early activity
What’s trending across the market today
Whether you’re tracking new narratives, monitoring activity, or just checking the pulse of the market, Alpha keeps the noise low and the signal high - instantly.
Chinese Networks Laundered Billions in Crypto
Chinese-language money laundering networks processed $16 billion in dirty crypto during 2025. That's 20% of all crypto laundering activity.
Chainalysis tracked this across 1,800 active wallets. Most operate through Telegram and guarantee platforms like Huione and Xinbi.
Why are these networks growing faster than regular exchange laundering?
Chinese-language money laundering networks processed $16 billion in dirty crypto during 2025. That's 20% of all crypto laundering activity.
Chainalysis tracked this across 1,800 active wallets. Most operate through Telegram and guarantee platforms like Huione and Xinbi.
Why are these networks growing faster than regular exchange laundering?
Tether Launches First US Stablecoin
Tether launched USAT, a dollar-backed token built for the American market.
Anchorage Digital Bank issues it. Bo Hines, former Trump crypto advisor, runs it as CEO.
Circle's CEO said last week that banks are moving past experimental phase with stablecoins.
Why does Tether need USAT when it already has USDT?
Tether launched USAT, a dollar-backed token built for the American market.
Anchorage Digital Bank issues it. Bo Hines, former Trump crypto advisor, runs it as CEO.
Circle's CEO said last week that banks are moving past experimental phase with stablecoins.
Why does Tether need USAT when it already has USDT?
Le banche potrebbero perdere mezzo trilione a causa delle stablecoin
Standard Chartered stima che $500 miliardi dreneranno dalle banche americane entro il 2028 mentre le stablecoin ritirano i depositi.
Le banche regionali sono le più esposte. Fanno affidamento in gran parte sulla differenza tra i guadagni dei prestiti e i pagamenti dei depositi. Quando i depositi vengono ritirati, quel reddito svanisce.
Quanto possiedono realmente Tether e Circle in depositi bancari?
Standard Chartered stima che $500 miliardi dreneranno dalle banche americane entro il 2028 mentre le stablecoin ritirano i depositi.
Le banche regionali sono le più esposte. Fanno affidamento in gran parte sulla differenza tra i guadagni dei prestiti e i pagamenti dei depositi. Quando i depositi vengono ritirati, quel reddito svanisce.
Quanto possiedono realmente Tether e Circle in depositi bancari?
HYPE Token Jumps on Silver Trading Craze
HYPE token surged 24% as traders went wild on silver futures.
Silver became Hyperliquid's third most active market, logging $1.25 billion in volume. That puts it right behind Bitcoin and Ether.
How exactly did silver trading cause HYPE to surge?
HYPE token surged 24% as traders went wild on silver futures.
Silver became Hyperliquid's third most active market, logging $1.25 billion in volume. That puts it right behind Bitcoin and Ether.
How exactly did silver trading cause HYPE to surge?
Latest News
Zcash Rallies Despite Leadership Meltdown
Privacy coin Zcash shot up 9% in the past day, hitting $376.90.
This comes after a brutal January. The Electric Coin Company saw its entire leadership team walk out over disagreements about going for-profit. Privacy coins across the board are rallying alongside it.
Why are traders suddenly bullish again?
Zcash Rallies Despite Leadership Meltdown
Privacy coin Zcash shot up 9% in the past day, hitting $376.90.
This comes after a brutal January. The Electric Coin Company saw its entire leadership team walk out over disagreements about going for-profit. Privacy coins across the board are rallying alongside it.
Why are traders suddenly bullish again?
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