Capital Rotation in 2026: Chains by Capital Outflow
As the broader crypto market sold off, capital rotation accelerated across major chains in 2026. Net outflows reflect de-risking behavior rather than chain-specific failures, mirroring price declines across assets.
As the broader crypto market sold off, capital rotation accelerated across major chains in 2026. Net outflows reflect de-risking behavior rather than chain-specific failures, mirroring price declines across assets.
Opinion Labs Raises $20M Pre-Series A Led by Hack VC & Jump Crypto
Opinion Labs, a blockchain-based prediction market platform, raised $20M in a Pre-Series A round led by Hack VC and Jump Crypto, with participation from Primitive Ventures and Decasonic.
The platform operates fully onchain-settled prediction markets, positioning closer to Polymarket than centralized platforms like Kalshi.
ℹ️ Key Metrics
- 33% of global prediction market volume
- $130M+ in open interest (Dune Analytics)
- $7–10B in monthly global prediction market volume
👉 coindesk.com/business/2026/02/04/opinion-raises-usd20-million
Opinion Labs, a blockchain-based prediction market platform, raised $20M in a Pre-Series A round led by Hack VC and Jump Crypto, with participation from Primitive Ventures and Decasonic.
The platform operates fully onchain-settled prediction markets, positioning closer to Polymarket than centralized platforms like Kalshi.
ℹ️ Key Metrics
- 33% of global prediction market volume
- $130M+ in open interest (Dune Analytics)
- $7–10B in monthly global prediction market volume
👉 coindesk.com/business/2026/02/04/opinion-raises-usd20-million
Aave Labs exits Avara brand to focus on DeFi
Aave Labs is shutting down the Avara umbrella brand and non-lending initiatives, including the Family wallet, to focus on DeFi and the lending protocol amid tensions with the Aave DAO over control.
Previously, Aave took a similar approach by handing over execution of the Lens network’s consumer products to Mask Network, limiting its role in product operations.
👉 x.com/TheBlock__/status/2018854243713573032?s=20
Aave Labs is shutting down the Avara umbrella brand and non-lending initiatives, including the Family wallet, to focus on DeFi and the lending protocol amid tensions with the Aave DAO over control.
Previously, Aave took a similar approach by handing over execution of the Lens network’s consumer products to Mask Network, limiting its role in product operations.
👉 x.com/TheBlock__/status/2018854243713573032?s=20
Kaito Prepares to Open Kaito Studio Waitlist Later This Week
Kaito announced it will open the Kaito Studio waitlist later this week, marking its next phase following the wind-down of its InfoFi business and a strategic reset of X algorithms by Nikita Bier, X product lead.
The platform will launch on X first, with expansion to other platforms planned, aiming to offer creators higher-quality opportunities and performance-based rewards.
👉 x.com/KaitoAI/status/2019010382476578999?s=20
Kaito announced it will open the Kaito Studio waitlist later this week, marking its next phase following the wind-down of its InfoFi business and a strategic reset of X algorithms by Nikita Bier, X product lead.
Kaito Studio introduces a curated, invite-based creator–brand matchmaking model, combining on-chain verification and social data to bring transparency to the crypto attention economy
The platform will launch on X first, with expansion to other platforms planned, aiming to offer creators higher-quality opportunities and performance-based rewards.
👉 x.com/KaitoAI/status/2019010382476578999?s=20
ElevenLabs Announces $500M Series D Round At $11B Valuation
AI voice startup ElevenLabs secured $500M in Series D funding at an $11B valuation, led by Sequoia, with a16z quadrupling down and ICONIQ tripling down.
ℹ️ Key Metrics
- $330M+ ARR projected by end-2025
- 400+ employees
- Enterprise clients: Deutsche Telekom, Square, Deliveroo, Revolut, and the Ukrainian government
🔤 Product & Tech
- ElevenAgents: enterprise conversational AI for CX, sales, and internal ops
- New emotion-aware, faster conversational model (alpha live)
- Core research across text-to-speech, speech-to-text, dubbing, music, and agents
ℹ️ Investors
- Lead: Sequoia
- Follow-on: a16z, ICONIQ
- New: Lightspeed, BOND, Evantic Capital
- Continued backing from BroadLight, NFDG, Valor, AMP Coalition, Smash Capital
ElevenLabs is positioning itself as foundational AI voice infrastructure, scaling enterprise adoption while moving toward IPO readiness.
👉 x.com/elevenlabsio/status/2019048384011854087?s=20
AI voice startup ElevenLabs secured $500M in Series D funding at an $11B valuation, led by Sequoia, with a16z quadrupling down and ICONIQ tripling down.
ℹ️ Key Metrics
- $330M+ ARR projected by end-2025
- 400+ employees
- Enterprise clients: Deutsche Telekom, Square, Deliveroo, Revolut, and the Ukrainian government
🔤 Product & Tech
- ElevenAgents: enterprise conversational AI for CX, sales, and internal ops
- New emotion-aware, faster conversational model (alpha live)
- Core research across text-to-speech, speech-to-text, dubbing, music, and agents
ℹ️ Investors
- Lead: Sequoia
- Follow-on: a16z, ICONIQ
- New: Lightspeed, BOND, Evantic Capital
- Continued backing from BroadLight, NFDG, Valor, AMP Coalition, Smash Capital
ElevenLabs is positioning itself as foundational AI voice infrastructure, scaling enterprise adoption while moving toward IPO readiness.
👉 x.com/elevenlabsio/status/2019048384011854087?s=20
Coinbase has announced multiple new token listings
A new set of assets — Aztec (AZTEC), Espresso (ESP), Rainbow (RNBW), and RaveDAO (RAVE) — span privacy tech, developer infrastructure, and onchain UX.
👉 x.com/CoinbaseMarkets/status/2019171512817766437
A new set of assets — Aztec (AZTEC), Espresso (ESP), Rainbow (RNBW), and RaveDAO (RAVE) — span privacy tech, developer infrastructure, and onchain UX.
👉 x.com/CoinbaseMarkets/status/2019171512817766437
CME Group is eyeing to launch its own 'CME Coin'
CME Group is exploring the launch of a proprietary digital asset, tentatively dubbed a “CME Coin,” according to CEO comments. The token would aim to streamline collateral, settlement, and payments across CME’s financial infrastructure.
ℹ️ Key CME Group Facts
• World’s largest derivatives marketplace
• Operates major exchanges including CME, CBOT, NYMEX, and COMEX
• Core markets: futures, options, rates, FX, equities, energy, metals, and crypto derivatives
• Publicly listed on NASDAQ (CME) and considered systemically important financial infrastructure
👉 coindesk.com/business/2026/02/04/wall-street-giant-cme-group-is-eyeing-its-own-cme-coin-ceo-says
CME Group is exploring the launch of a proprietary digital asset, tentatively dubbed a “CME Coin,” according to CEO comments. The token would aim to streamline collateral, settlement, and payments across CME’s financial infrastructure.
ℹ️ Key CME Group Facts
• World’s largest derivatives marketplace
• Operates major exchanges including CME, CBOT, NYMEX, and COMEX
• Core markets: futures, options, rates, FX, equities, energy, metals, and crypto derivatives
• Publicly listed on NASDAQ (CME) and considered systemically important financial infrastructure
👉 coindesk.com/business/2026/02/04/wall-street-giant-cme-group-is-eyeing-its-own-cme-coin-ceo-says
TRM Labs has closed a $70M Series C funding round at a $1 billion valuation
TRM Labs is a blockchain intelligence company that provides tools for financial institutions, crypto firms, and government agencies to combat fraud, money laundering, and other crypto-related financial crimes.
ℹ️ Key Features
• Blockchain Intelligence Platform: Monitors and investigates activity across 30+ chains
• Risk Management: Supports 150+ risk categories to customize compliance and AML risk scoring
• Cross-Chain Analytics: Enables tracing and visualization of fund flows across multiple blockchains
👉 x.com/trmlabs/status/2019036556149874936?s=20
TRM Labs is a blockchain intelligence company that provides tools for financial institutions, crypto firms, and government agencies to combat fraud, money laundering, and other crypto-related financial crimes.
ℹ️ Key Features
• Blockchain Intelligence Platform: Monitors and investigates activity across 30+ chains
• Risk Management: Supports 150+ risk categories to customize compliance and AML risk scoring
• Cross-Chain Analytics: Enables tracing and visualization of fund flows across multiple blockchains
👉 x.com/trmlabs/status/2019036556149874936?s=20
Paradigm unveils Prediction Market Data Explorer Tool
Paradigm Predictions is a research and product initiative focused on prediction markets and onchain forecasting mechanisms.
The core of this new tool is a browsable, zoomable, filterable map of the prediction market landscape. It has many features that make the data easy to explore:
• Interactive market map with zoomable topics and subtopics sized by activity
• Platform and metric filters to compare markets like Kalshi and Polymarket
• Time slider to track how prediction markets evolve over days, months, or longer periods
👉 paradigm.xyz/2026/02/introducing-paradigm-predictions
Paradigm Predictions is a research and product initiative focused on prediction markets and onchain forecasting mechanisms.
The core of this new tool is a browsable, zoomable, filterable map of the prediction market landscape. It has many features that make the data easy to explore:
• Interactive market map with zoomable topics and subtopics sized by activity
• Platform and metric filters to compare markets like Kalshi and Polymarket
• Time slider to track how prediction markets evolve over days, months, or longer periods
👉 paradigm.xyz/2026/02/introducing-paradigm-predictions
SBI Holdings and Startale to launch new Layer 1 - Strium
Japan’s SBI and Startale are moving toward a blockchain that could let tokenized stocks and other real-world assets trade on-chain more like crypto — around the clock, with blockchain settlement tech under the hood.
👉 x.com/StartaleGroup/status/2019230389840277940?s=20
Japan’s SBI and Startale are moving toward a blockchain that could let tokenized stocks and other real-world assets trade on-chain more like crypto — around the clock, with blockchain settlement tech under the hood.
👉 x.com/StartaleGroup/status/2019230389840277940?s=20
Tether Invests $100M in U.S.-Regulated Crypto Bank Anchorage Digital
Tether has made a $100M strategic equity investment in Anchorage Digital, valuing the U.S.-regulated crypto bank at $4.2B and deepening an existing partnership around regulated digital asset infrastructure.
Tether pointed to its long-standing use of Anchorage’s banking, compliance, and custody stack and highlighted support for USAT, its newly launched U.S.-regulated stablecoin following the GENIUS Act. Bloomberg previously reported Anchorage explored a $200–400M raise.
👉 theblock.co/post/388639/tether-deepens-ties-with-anchorage-digital
Tether has made a $100M strategic equity investment in Anchorage Digital, valuing the U.S.-regulated crypto bank at $4.2B and deepening an existing partnership around regulated digital asset infrastructure.
Anchorage Digital Bank provides custody, staking, governance, settlement, and stablecoin issuance for institutional clients. The deal coincided with Anchorage’s first employee tender offer, allowing long-tenured staff to sell shares at the same valuation, prioritizing employee liquidity over new capital
Tether pointed to its long-standing use of Anchorage’s banking, compliance, and custody stack and highlighted support for USAT, its newly launched U.S.-regulated stablecoin following the GENIUS Act. Bloomberg previously reported Anchorage explored a $200–400M raise.
👉 theblock.co/post/388639/tether-deepens-ties-with-anchorage-digital
Rainbow (RNBW) Overview. TGE Metrics, Token Features & Auction Details
Rainbow is an open-source, non-custodial Ethereum wallet. Ahead of its TGE, the project is running a Continuous Clearing Auction (CCA) on Uniswap. The total supply is 1B RNBW, with 150M tokens (15%) allocated to a community airdrop.
This overview provides a snapshot of Rainbow’s wallet functionality, token mechanics, and the key metrics shaping its launch.
Rainbow is an open-source, non-custodial Ethereum wallet. Ahead of its TGE, the project is running a Continuous Clearing Auction (CCA) on Uniswap. The total supply is 1B RNBW, with 150M tokens (15%) allocated to a community airdrop.
This overview provides a snapshot of Rainbow’s wallet functionality, token mechanics, and the key metrics shaping its launch.
Continuous Decline Across Crypto & Financial Markets
Global markets extended losses today, with crypto and equities declining in tandem, reflecting a broad risk-off shift rather than asset-specific weakness.
Primary Factors Behind the Move:
1️⃣ Macro pressure. Persistent inflation concerns and expectations of higher-for-longer rates continue to weigh on risk assets, forcing markets to reprice growth and liquidity outlooks
2️⃣ Equity-led weakness. Major tech stocks moved lower, dragging crypto with them and signaling reduced appetite for high-beta exposure
3️⃣ High correlation. Bitcoin and Ethereum followed equities as traders cut risk, triggering technical sell-offs and short-term liquidations
4️⃣ No crypto-specific shock. There were no major protocol failures or industry events — the move remains largely macro-driven
Global markets extended losses today, with crypto and equities declining in tandem, reflecting a broad risk-off shift rather than asset-specific weakness.
Primary Factors Behind the Move:
1️⃣ Macro pressure. Persistent inflation concerns and expectations of higher-for-longer rates continue to weigh on risk assets, forcing markets to reprice growth and liquidity outlooks
2️⃣ Equity-led weakness. Major tech stocks moved lower, dragging crypto with them and signaling reduced appetite for high-beta exposure
3️⃣ High correlation. Bitcoin and Ethereum followed equities as traders cut risk, triggering technical sell-offs and short-term liquidations
4️⃣ No crypto-specific shock. There were no major protocol failures or industry events — the move remains largely macro-driven
Crypto continues to trade as a macro-sensitive asset, reacting primarily to global liquidity expectations. Volatility is likely to persist until clearer signals emerge on inflation and monetary policy
Trump-linked World Liberty Financial sells Bitcoin
WLFI first sold 73 WBTC (~$5M) at around $69,000, after which it sold an additional 100 WBTC for ~$6.7M, converting the proceeds into USDC.
In total, the Trump-linked entity has sold 173 WBTC (~$11.75M) within roughly 10 hours, likely to repay its Aave USDC loan and avoid liquidation, based on on-chain data.
👉 Wallet Activity
WLFI first sold 73 WBTC (~$5M) at around $69,000, after which it sold an additional 100 WBTC for ~$6.7M, converting the proceeds into USDC.
In total, the Trump-linked entity has sold 173 WBTC (~$11.75M) within roughly 10 hours, likely to repay its Aave USDC loan and avoid liquidation, based on on-chain data.
👉 Wallet Activity
Gemini cuts 25% of staff, exits EU, UK and Australia
Gemini is shutting down retail accounts across the EU, UK, and Australia as part of a major global restructuring. The move comes alongside a 25% workforce reduction, highlighting mounting regulatory pressure and cost-cutting across centralized crypto exchanges.
👉 gemini.com/en-SG/blog/gemini-2-0-a-bridge-to-the-future-of-money-and-markets
Gemini is shutting down retail accounts across the EU, UK, and Australia as part of a major global restructuring. The move comes alongside a 25% workforce reduction, highlighting mounting regulatory pressure and cost-cutting across centralized crypto exchanges.
👉 gemini.com/en-SG/blog/gemini-2-0-a-bridge-to-the-future-of-money-and-markets
Where value was lost in 2026: Top 10 Worst Performers
The first weeks of 2026 turned brutal. These projects didn’t just retrace — they erased hundreds of millions in FDV as liquidity vanished fast.
The first weeks of 2026 turned brutal. These projects didn’t just retrace — they erased hundreds of millions in FDV as liquidity vanished fast.
Relay Raises $17M million in Series B Funding Round
Led by Archetype and Union Square Ventures, the new funding round brings total funding to over $43M. Relay also launches the Relay Chain, a purpose-built infrastructure for instant crosschain settlement.
👉 x.com/RelayProtocol/status/2019428753999589487?s=20
Led by Archetype and Union Square Ventures, the new funding round brings total funding to over $43M. Relay also launches the Relay Chain, a purpose-built infrastructure for instant crosschain settlement.
👉 x.com/RelayProtocol/status/2019428753999589487?s=20
Binance Futures will launch TRIAUSDT Perpetual Contract
Binance is set to launch the TRIAUSDT perpetual contract today at 12:15 UTC. Tria is a Web3 Neobank uniting cross-chain finance, real-world cards, and seamless on-chain operations.
👉 x.com/triakorea/status/2019720132583629194?s=20
Binance is set to launch the TRIAUSDT perpetual contract today at 12:15 UTC. Tria is a Web3 Neobank uniting cross-chain finance, real-world cards, and seamless on-chain operations.
👉 x.com/triakorea/status/2019720132583629194?s=20
Tether Makes $150 million Investment in Gold com
Tether invested $150M to acquire about 12% of Gold com, forming a long-term strategic partnership. The deal aims to integrate Tether’s gold-backed token XAU₮ into Gold com & expand access to both tokenized and physical gold globally.
The companies are also exploring the use of stablecoins such as USD₮ and USA₮ for purchasing physical gold, subject to regulatory and technical approval.
👉 x.com/tether/status/2019520461302804919?s=20
Tether invested $150M to acquire about 12% of Gold com, forming a long-term strategic partnership. The deal aims to integrate Tether’s gold-backed token XAU₮ into Gold com & expand access to both tokenized and physical gold globally.
The companies are also exploring the use of stablecoins such as USD₮ and USA₮ for purchasing physical gold, subject to regulatory and technical approval.
👉 x.com/tether/status/2019520461302804919?s=20