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.

ETH went from 2025’s favorite to 2026’s first punching bag.

Roughly $370M has already flowed out — rotations don’t wait for headlines.

Aave still dominates lending by usage, running about 7× the active loans of its nearest peer.

Yet it’s only ~2× Morpho by FDV, in a sector levered to stablecoin growth. That gap is worth watching.

DeFi’s log-scale chart shows three big step functions, one brutal reset, and now a slow rebuild.

The next real breakout probably won’t come from hype — it’ll need a new capital sink.

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Yield-bearing stablecoins quietly went parabolic.

$sUSDS, $sUSDe, $BUIDL, $USYC, $syrupUSDC now sit north of $13B in supply after just ~18 months. Stablecoins that actually pay are turning idle cash into infrastructure.

Pure BTC mining stopped being alpha.

Post-halving, companies without revenue beyond hashprice drifted sideways or bled out 40–70%, while the green names were the ones selling AI compute, hosting, or fixed-demand capacity. BTC beta isn’t a strategy anymore.

Tokenized assets quietly became the fastest-growing sector in crypto.

Stablecoin market cap just cleared $307B, and most of the growth is structural, not speculative. Rails keep scaling even when narratives rotate.

Only ~$500K of STRK actually bridged to Solana.

Solana got some extra volume and visibility, Starknet mostly got headlines and friction. Still an interesting cross-chain experiment between two direct competitors.

Nexo saw sustained $2B+ monthly stablecoin inflows back in 2021–22, cooled during 2023, but never really lost usage.

As of January 2026, cumulative inflows crossed $30B, pointing to steady demand for borrowing against assets without forced selling. Old-school CeFi lending, packaged with DeFi instincts, still has a bid.

Winter is getting shorter, but there are still plenty of insights. Let's see what interesting things happened this week ↓

General
➖ Cryptorank: 2025 Crypto Fundraising Recap: Structural Shifts in Web3 Venture Capital
➖ Crypto.com: Alpha Navigator: Quest for Alpha [December 2025]
➖ CoinGecko: 2025 Annual Crypto Industry Report
➖ The Defiant: It’s Not Just Crypto Twitter That’s Dead — Experts Say Broader Retail Interest Is Waning
➖ Galaxy: Do We Have Enough Power?
➖ Galaxy: Weekly Top Stories - 01/16/26
➖ Galaxy: The Shape of Prediction Markets to Come
➖ Galaxy: CLARITY Act Hiccups as Bitmine Goes Beast Mode

Market
➖ Glassnode: Bouncing Into Supply
➖ Glassnode: BTC Market Pulse: Week 4
➖ Galaxy: Markets, Macro, and a Cautious Bitcoin Rally
➖ CoinShares: 2024 Global Bitcoin Ownership Overview
➖ CoinShares: The Talk - January 15, 2026
➖ CoinShares: Market update - January 16th, 2026
➖ CoinShares: Digital asset fund flows | January 19th, 2026

DeFi
➖ DL Research: State of DeFi: An interview with kpk

Tokens & currencies
➖ The Defiant: Most Crypto Holders Want to Pay with Bitcoin but Rarely Do, Survey Show

Kalshi just hit a new spot ATH.

$474.2M traded on Saturday alone — liquidity keeps showing up when outcomes actually matter.

Bitmine is doing most of the heavy lifting in the ETH staking queue, accounting for roughly half of all inflows over the past month.

If staking APY starts to compress, LST/LRT loops lose their edge and ETH borrow demand shifts — especially with Aave rates already sitting around 2–2.3%.