With the launch of all the new BLOCKCHAINS, one might think Ethereum would be losing DeFi market share.

But the opposite is true.

Since December 2024, Ethereum's share of total TVL has actually increased by 13%.

The more chains that appear, the more Ethereum solidifies its position.

Ethereum has an approximately 10x advantage in the on-chain lending and borrowing category.

This is a category that benefits from access to first-class collateral.

🧑‍💻 Above are the leading Real World Asset (RWA) projects in crypto, categorized by development stage. The direction indicators show whether each project's ranking has increased or decreased compared to the previous month.

According to BitcoinTreasuries.net, Bitcoin miners could drive corporate adoption of cryptocurrencies as the pace of cryptocurrency bond purchases slows down.

BitMine purchased an additional 102,259 ETH last week — the company now holds nearly 4,000,000 ETH worth $12.4 billion.

The average purchase price is $3,074, and the company still has around $1 billion on its balance sheet for further acquisitions.

Sentiment: 😱 After yesterday's drop, retail investors have largely switched to bearish-aligned cryptocurrencies. Historically, this is a good sign because high levels of:

🟦 Blue bars indicate the presence of disinformation, and prices usually fluctuate.
🟥 Red bars indicate Fear Of Missing Out (FOMO), and prices usually fall.

Inflows into crypto products have once again turned into outflows: –$0.952 billion, compared with +$0.864 billion in inflows the previous week — CoinShares data.

A Brazilian live orchestra will turn BTC price fluctuations into music.

Big money is flowing into ETH 👀

This month, Tom Lee has already purchased approximately $953 million worth of $ETH shares, surpassing the total investment volume from November — and the month isn't over yet.

The Evolution of Memecoins

🔹 It began with $DOGE in 2013 and surged in popularity during the 2020–2022 bull market as retail investor activity increased.

🔹 Since then, each cycle has introduced new meta-games, animals, Solana memes, AI, and PolitFi, reflecting shifts in liquidity and market sentiment.

A Bitcoin cost-basis heatmap reveals a cluster of 940,000 BTC in the $84,000–$85,000 range, the largest since 2020.

Here's how global assets performed for the week ending January 2, 2026.

CryptoQuant CEO: Capital Inflow into Bitcoin Has Dried Up.

Now liquidity channels have become more diversified, so attempts to time the influx of funds are pointless. Institutional investors holding assets for the long term have broken the old cycle of selling by large investors and retail sellers. MSTR does not plan to offload a significant portion of its 673K BTC.

The money has simply flowed into stocks and shiny rocks. I don't think we will see a crash of more than 50% from the all-time high, as happened in previous bear markets. It will just be a boring sideways movement for the next several months.

Spot trading volumes for BTC and the total turnover of altcoins have fallen to lows not seen since November 2023 — according to Glassnode.

Meanwhile, prices remain elevated, indicating weakened real demand and deteriorating market liquidity.

Analyst: Today, a miner from the Satoshi era moved 2,000 bitcoins, marking the first such movement since November 2024 when Bitcoin was priced around $91,000.

Historically, Satoshi-era miners have moved their bitcoins during pivotal market turning points.

Sentiment: ⚡️ Litecoin's market cap has fallen -0.6% over the past week. However, the network has seen a five-week high in whale activity. Historically, the asset has a significantly higher probability of a trend reversal during whale activity spikes.

Coinbase CEO Brian Armstrong stated: "Crypto companies should be allowed to compete and provide loans just like banks."

He also expects the market structure bill to be considered within a few weeks.

Analyst: The price of gold has soared to record highs, while Bitcoin has plummeted, moving in the completely opposite direction.

Investors are increasingly realizing that Bitcoin has no real practical utility and is not a hedge against inflation, tariff crises, global currency instability, or economic tensions.

We are witnessing in real-time capital flowing out of speculative, non-productive assets and into precious metals, which have demonstrated significantly better performance.

According to Token Terminal, Ethereum network transaction fees have reached record lows, while the number of deployed contracts has hit an all-time high.

About 60% of the largest US banks are ready to adopt BTC, analysts at River reported.

Here are the three leading #Ethereum bulls - all of them have suffered massive losses.