Solana memecoins look like they’re warming up again.

Early January 2026 saw daily token deployments spike past 36K — levels last seen in mid-September 2025. Not calling it a full-blown narrative yet, but we can watch where this leads.

Quiet flip happened: SEI just overtook TON in perp volume.

Liquidity follows where traders actually get filled.

2025 was brutal for new tokens: 65% are down at least 50%, and over half are down 70%+.

At some point it became clear — we weren’t front-running, we were the exit liquidity.

Kalshi just printed a new weekend ATH: $837M in volume, powered by the NFL playoffs.

Polymarket also saw a spike, with sports driving ~55% of all activity. Turns out speculation scales best when people already care about the outcome.

Aave now controls over half of all DeFi lending TVL.

That’s the first time since 2020 a single protocol crossed the 50% line. At this point it’s less “market leader” and more “gravity well.”

$NEXO activity woke up in December.

After weeks of sub-1M daily transfers, volume started printing repeated 1-2M days and then spiked past 4.5M into early January – a pattern that usually shows whales or internal flows repositioning. Quiet periods don’t break like that by accident.

Variational just crossed $3M in total Loss Refunds.

With the refund pool sitting around $150K — the largest so far — odds are rising that meaningful payouts hit soon. Gamified downside protection is becoming part of the product.

Uniswap finally flipped the fee switch on parts of the stack.

That puts UNI on a ~$25M annualized revenue run-rate, now #3 in trailing 7-day DEX token revenue. Protocols are starting to remember they’re businesses.

It's midweek, which means it's time for some research ↓

General
➖ CoinShares: Digital asset bi-weekly digest - January 13th 2026
➖ Coinbase: Major Trends in Tokenization
➖ Binance: Weekly: Liquidity Returns, De-Concentration, and Tradi-Fi Double Down
➖ Galaxy: Agentic Payments and Crypto’s Emerging Role in the AI Economy
➖ Galaxy: Weekly Top Stories - 01/09/26
➖ Galaxy: Prediction Markets’ Next Frontier: Impact and Decision Markets
➖ Galaxy: What’s Going on in Washington, Wall Street, Prediction Markets and X

Market
➖ CoinShares: Market update - January 09th, 2026
➖ CoinShares: Digital asset fund flows | January 12th, 2026
➖ Crypto.com: Market Update (December 2025)
➖ Binance: Monthly Market Insights - January 2026
➖ Glassnode: Clearing the Decks
➖ Glassnode: BTC Market Pulse: Week 3
➖ Galaxy: Market and Trading Volume Muted Heading into Year-End

Blockchains & networks
➖ CoinMarketCap: Acurast: Decentralized Compute Powered by Smartphones

Tokens & currencies
➖ CoinGecko: Dead Coins: Over 50% of Cryptocurrencies Have Failed
➖ The Defiant: Memecoin Market Cratered More Than 60% in 2025: Report

Huma used to bottleneck growth with accredited-only access and full KYC/KYB.

Once Huma 2.0 loosened the gates in April, daily depositors spiked to ~1.9K until the pool capped — the strongest two-week run in its history. Even after volumes cooled in Q3, baseline usage stayed intact, which is what actually matters.

USDe finally snapped its downtrend with the first positive supply week in three months, adding $45M to reach $6.34B.

At the same time, HyENA OI keeps climbing alongside USDe balances on Hyperliquid. Looks like Hyena is doing the heavy lifting for the next growth leg.

Just dropped the Fat Crypto Thesis, breaking down leaders in each vertical.

Enjoy reading!

x402 activity is down, but the quality improved.

Artemis data shows artificial volume fell from ~90% early on to roughly 20% today. Less noise, more real economic flow — that’s usually how networks mature.

Ethereum still acts as the settlement hub for institutional RWAs, but the footprint is spreading.

Late 2025 saw capital leak into Solana, Avalanche, Polygon, and BNB Chain as funds and issuers started placing chips across multiple rails. It’s no longer a one-chain trade.

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Once BTC landed on Starknet, staking became the default on-ramp.

In under two months, more than $160M in Bitcoin flowed in as users delegated to validators or staked straight from wallets, turning BTC into active security rather than idle collateral.

Helium just crossed $2M in monthly fees.

That revenue is burning $HNT in real time — which is what actual demand compounding looks like. DePIN still feels wildly underpriced in narrative terms.

BTCFi has a different growth curve because ownership has changed.

Institutional holdings climbed from ~0.8M BTC pre-ETF to ~3.66M today — about 18% of supply — and the trend is still steep. More balance sheets, fewer weak hands.

The latest squeeze just wiped out shorts across the market.

Among the top 500 coins, it was the largest liquidation event since October 10. Positioning got crowded, then got punished.

Ethereum just printed a new high at 2.6M daily transactions.

Blockspace keeps filling, regardless of what price is doing.