The Cryptonomist

Regulační povolení pro slučování PlusAI přibližuje autonomní softwarovou společnost pro nákladní vozidla k plánovanému vstupu na americké kapitálové trhy.

S-4 pro PlusAI a Churchill Capital Corp IX byl oznámen jako účinný

Plus Automation, Inc. (“PlusAI”) oznámila, že její registrace podle formuláře S-4, kterou podala Komisi pro cenné papíry a burzy v souvislosti se svým navrhovaným obchodním spojením s Churchill Capital Corp IX, byla Komisí účinná od 12. ledna 2026. Tento krok znamená klíčový krok v oblasti regulace směrem k uzavření předem oznámeného slučování mezi PlusAI a Churchill Capital Corp IX (“Churchill IX”), která je kotovaná na burze Nasdaq pod tickerem CCIX. Navíc účinný S-4 otevírá cestu pro zvláštní hlasování akcionářů Churchill IX ohledně dohody.

Tomorrow’s US crypto session may hinge on bitmine ethereum accumulation as a crucial shareholder decision collides with tightening on-chain dynamics and fresh regulatory signals.

High-stakes BitMine vote set to determine future ETH buying power

On January 14, 2026, a single shareholder vote at BitMine Immersion Technologies could decide whether Ethereum’s largest corporate buyer accelerates or stalls its strategy. The company, chaired by Tom Lee of Fundstrat, has rapidly built what it calls the world’s largest public Ethereum (ETH) treasury.

As of January 11, BitMine holds 4.07 million ETH, or roughly 3.36% of the total supply. Of that, 1.256 million ETH is already staked, generating growing passive yield via its validator operations. Moreover, the firm has added tens of thousands of ETH in recent weeks, underscoring its drive to reach 5% of the network’s supply.

The key decision centers on Proposal 2, which asks shareholders to increase authorized shares from 500 million to a massive 50 billion. Management, led by Lee, describes this as a “one-and-done” expansion designed to prevent BitMine from hitting a capital ceiling as it scales its ETH treasury model.

However, without approval, BitMine will eventually be unable to issue new equity for further ETH purchases once the existing 500 million cap is reached. That would constrain acquisitions, potential mergers, and the company’s core treasury-building strategy, even as it tries to cement its role as Ethereum’s leading corporate whale.

Lee has repeatedly stressed that BitMine has never issued shares below 1.0x modified net asset value (mNAV), arguing that this track record makes the share expansion accretive over the long term. That said, the vote requires at least a 50.1% majority, and any failure could trigger reconvened meetings and drag the process out for months.

This type of gridlock has already harmed similar digital asset treasuries such as Bit Digital (BTBT). Analysts warn that a “no” vote would effectively freeze growth by capping BitMine’s external funding and limiting it to its current approximately $988 million cash pile for future acquisitions.

January 15 convergence: shareholder meeting and CLARITY Act

January 15 now looms as a make-or-break window for both BitMine and ETH. The company’s annual shareholder meeting at the Wynn Las Vegas will follow the vote, where management will present updates on its Made in America Validator Network (MAVAN) and outline post-vote strategies, including possible open-market ETH purchases.

At the same time, the US Senate Banking Committee is scheduled to hold a markup on the Digital Asset Market Clarity Act (CLARITY Act). This bipartisan bill aims to deliver long-awaited regulatory certainty, tackling market manipulation, mandating proof-of-reserves, and potentially widening institutional access to altcoins such as Ethereum.

The alignment of BitMine’s internal capital decision with a key step for US digital asset legislation elevates the stakes for the wider market. Moreover, if the CLARITY framework gains momentum while a major corporate buyer retains fresh ammunition, the feedback loop for ETH demand could intensify.

Market observers note that the bitmine ethereum accumulation story is unfolding against one of the tightest ETH supply backdrops in years. That said, the outcome of the vote will determine whether this corporate catalyst keeps reinforcing the existing trend or fades into the background.

On-chain Ethereum signals point to tightening supply

Ethereum’s on-chain metrics are already flashing signs of a structural squeeze. Staking exit queues recently fell to zero for the first time since mid-2025, before climbing back to 512. However, exchange balances remain near 10-year lows, indicating that long-term holders and institutions continue to move coins off centralized platforms.

Institutional inflows, including those from ETFs and corporate treasuries such as BitMine, have been progressively locking up supply. With ETH trading around $3,129 as of this writing, traders increasingly frame the setup as a classic supply crunch, where reduced selling pressure meets expanding demand from staking and new use cases.

Adoption narratives around stablecoins, tokenization, and real-world assets continue to anchor the bull case for Ethereum. Moreover, if regulatory clarity advances in Washington while corporate treasuries step up buying, the perceived scarcity of high-quality liquid ETH could deepen.

On the equity side, BMNR stock trades at about $31.13, roughly 1.0x mNAV, making it a leveraged proxy for ETH exposure in public markets. A successful shareholder vote could unleash a powerful reflexive loop: ETH rises, boosting BitMine’s treasury value, which then supports more aggressive accumulation and potentially higher equity valuations.

Risks of dilution and the bear case for BitMine

Not everyone is convinced that the requested 50 billion share authorization is a net positive. Critics argue that such a large potential float introduces significant dilution risk for existing shareholders. However, even some skeptics admit that voting “no” might be worse, as it could leave the company stuck with limited growth options.

The core bear case is that BitMine becomes a victim of its own ambition. Without the ability to raise substantial equity capital, it could see its ETH accumulation strategy stagnate, just as on-chain conditions turn increasingly favorable. That said, supporters counter that locking in a long runway of authorization today prevents repeated return trips to shareholders in the future.

With Lee dropping cryptic hints and the crypto market showing renewed strength into mid-January 2026, the coming 48 hours now resemble a binary inflection point. The vote’s outcome may help define whether BitMine cements its reputation as Ethereum’s leading corporate whale or becomes another stalled digital asset treasury story.

Passage could light the fuse for potentially explosive gains in both ETH and BMNR, particularly if Ethereum’s supply squeeze narrative accelerates. Rejection, by contrast, risks months of paralysis for a high-profile buyer and would likely be viewed as a setback for the broader institutional adoption theme in 2026.

Chart of the Day: Ethereum price performance

The Chart of the Day tracks recent Ethereum price performance, mapping its move toward the $3,129 region against falling exchange balances and rising staking participation. Moreover, traders are monitoring how any surprise in the BitMine vote or the CLARITY Act markup might shift this trajectory in the short term.

Byte-Sized Alpha: other US crypto stories to watch

Beyond BitMine and Ethereum, several US-focused crypto developments merit attention today. Columbia Business School has published new research challenging five stablecoin myths that it says are slowing progress on US crypto reform. Meanwhile, Bitcoin is once again eyeing the $95,000 region as market stress indicators continue to ease.

Precious metals also intersect with the macro narrative. Analysts outline what conditions would be needed for silver to reach $100 in 2026, as hedging flows and inflation expectations evolve. In New York, Eric Adams’ NYC token faces renewed scrutiny after liquidity moves raised concerns about a potential rug pull.

On Capitol Hill, one proposed US crypto bill is seen as tilting the playing field toward banks by curbing passive stablecoin yields. However, Ethereum bulls note that projected $5.04 million in ETH ETF inflows could help offset regulatory headwinds by reinforcing institutional demand.

At the same time, the CME is preparing for potential stress in gold and silver markets with new margin rules. This shift could influence cross-asset positioning, as some funds rebalance between commodities and digital assets depending on volatility and capital requirements.

Crypto equities pre-market overview

Crypto-linked equities are set for an active open as traders digest the approaching BitMine vote, macro headlines, and US legislative signals. As of the close on January 12, the pre-market landscape for major names is modestly positive.

Strategy (MSTR): closed at $162.23, trading pre-market around $163.26 (+0.63%).

Coinbase (COIN): closed at $242.98, trading pre-market near $244.25 (+0.52%).

Galaxy Digital Holdings (GLXY): closed at $25.49, pre-market at about $25.53 (+0.16%).

MARA Holdings (MARA): closed at $10.65, pre-market roughly $10.72 (+0.67%).

Riot Platforms (RIOT): closed at $16.45, trading pre-market near $16.58 (+0.79%).

Core Scientific (CORZ): closed at $17.48, pre-market around $17.52 (+0.23%).

These modest gains suggest risk appetite remains intact ahead of a dense slate of catalysts. However, much will depend on whether BitMine secures shareholder approval for its ambitious share authorization expansion and how US lawmakers signal their next steps on digital assets.

In summary, the next two days could define whether Ethereum’s leading corporate accumulator and a pivotal piece of US regulation align to reinforce the bull case, or whether shareholder pushback and political gridlock inject fresh uncertainty into crypto’s 2026 outlook.

Institutional investors are gaining new ways to access the growing tokenized money market ecosystem as Franklin Templeton upgrades two Western Asset vehicles for on-chain use.

Franklin Templeton adapts Western Asset funds for tokenized finance

Franklin Templeton, based in San Mateo, announced that two institutional government money market funds managed by affiliate Western Asset Management are now structured for two key use cases in tokenized products.

One use case serves regulated stablecoin reserves under the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS Act), while the other supports distribution across blockchain-enabled platforms.

These changes highlight the firm’s push to apply blockchain technologies to established vehicles rather than creating entirely new products. Moreover, the move reflects how traditional managers are preparing for a more digital market structure in institutional cash and liquidity management.

“Traditional funds are already beginning to move on-chain, so rather than question their ability, our focus is to make them more accessible and useful by many,” said Roger Bayston, Head of Digital Assets at Franklin Templeton. His comments underscore a strategy focused on interoperability and institutional-grade infrastructure.

“The Western Asset Liquidity business has long focused on helping clients move forward without choosing between innovation and managing risk,” added Matt Jones, Franklin Templeton’s Head of Institutional Liquidity. “Being early only matters if you do it responsibly, and these updates prove how we can help institutions adopt tokenized infrastructure with products they already know.”

GENIUS Act-ready Western Asset Institutional Treasury Obligations Fund

The Western Asset Institutional Treasury Obligations Fund ($LUIXX) has been updated to align with the reserve requirements of the GENIUS Act, the federal stablecoin framework signed into law in July 2025. The fund now invests exclusively in U.S. Treasuries with maturities of 93 days or less, positioning it for use in stablecoin reserve management.

By focusing entirely on short-term Treasuries, the vehicle is structured to address institutional demand for high-quality liquid assets that can back digital liabilities. Moreover, the design aims to help issuers maintain conservative risk parameters while benefiting from money market fund diversification and professional management.

The firm notes that the stablecoin market has already surpassed $310 billion in total supply and is projecting to reach approximately 2 trillion by 2030. As that market expands, demand is expected to rise for regulated, transparent liquidity options across digital payment, settlement, and collateral platforms. That said, the fund itself remains a traditional Rule 2a-7 government money market fund, operating within the U.S. regulatory framework.

New Digital Institutional Share Class for blockchain distribution

The Western Asset Institutional Treasury Reserves Fund ($DIGXX) has introduced a new Digital Institutional Share Class, also trading under the symbol $DIGXX. This class is specifically designed for distribution via blockchain enabled intermediaries, giving approved partners a way to record and transfer fund share ownership on-chain.

Through this structure, intermediaries can use blockchain rails for faster settlement cycles, 24/7 transaction capability, and more seamless integration with digital collateral and cash management systems.

However, the fund itself continues to operate as a traditional, SEC-registered institutional money market vehicle, preserving the regulatory profile investors expect.

As interest in tokenized money market structures grows among large investors, this model illustrates how asset managers can separate the distribution layer from the underlying portfolio. Moreover, it offers a template for blockchain fund distribution that retains the familiar regulatory status of existing products while modernizing access and operations.

In comments on the launch, Bayston reiterated Franklin Templeton’s focus on open connectivity. “By prioritizing interoperability and flexibility, we’re opening more ways for clients to access and deploy regulated funds across the platforms they rely on, giving investors greater choice in how they put their capital to work.” That said, the firm emphasizes that its approach is grounded in existing disclosure and compliance regimes.

Franklin Templeton’s broader digital asset strategy

Franklin Templeton positions itself as a pioneer in digital asset investing and blockchain innovation, bringing together tokenomics research, data science, and technical engineering since 2018.

The company is part of a growing field of managers experimenting with tokenized liquidity solutions, alongside other initiatives such as institutional liquidity tokenization pilots and early experiments in tokenized money market fund designs.

While some market attention has focused on offerings like a franklin templeton tokenized money market fund or similar pilot structures from large peers, the Western Asset changes show a more incremental strategy. Moreover, the emphasis on compatibility with existing stablecoin reserve frameworks could help bridge on-chain payment systems with long-established fund structures.

Beyond digital assets, Franklin Templeton presents itself as a trusted investment partner delivering tailored solutions aligned with clients’ strategic objectives. Founded in 1947, the firm combines public and private market expertise with technology-driven tools to help clients navigate shifting market conditions and capture new opportunities.

Franklin Resources, Inc., which trades on the NYSE under the symbol BEN, remains the corporate parent behind these initiatives. As blockchain-based market infrastructure matures, the company is likely to continue refining products that connect regulated capital markets with emerging digital rails.

Franklin Templeton’s updates to Western Asset’s institutional money market funds show how established managers are adapting existing products for the GENIUS Act stablecoin regime and blockchain-enabled distribution, offering institutional investors regulated access points to an increasingly tokenized cash and collateral landscape.

Cena se formuje podle dominujícího poklesu na vyšším časovém horizontu, zatímco Monero se pokouší o dočasnou krátkodobou obnovu uvnitř stále křehké struktury.

XMR/USDT — denní graf s svíčkami, EMA20/EMA50 a objemy.

Monero (XMR) – Kde se nacházíme nyní

Monero se obchoduje kolem 118,7 USD vůči USDT, hluboko uvnitř střednědobého poklesu, ale s výraznou krátkodobou reboundovou vlnou, která se snaží vzniknout zespodu. Denní struktura je stále jasně bearish, avšak nižší časové horizonty ukazují rostoucí ochotu k riziku a pokus o stlačení krátkých pozic.

Investoři se začali hromadně připojovat k AlphaTON Capital po překvapivé dohodě o hardwaru od Nvidia, která způsobila agresivní nárůst ceny akcií po uzavření trhu v pondělí.

Nárůst ceny po uzavření trhu a přehled dohody

AlphaTON Capital Corp uzavřela pondělní běžnou sessi za 0,91 USD, poté se však po uzavření trhu vystřelila na 2,61 USD, což představuje nárůst o 186,8 % během poobědových hodin. Nákup proběhl okamžitě po zveřejnění dohody o nákupu za 46 milionů USD za 576 čipů NVIDIA B300, což je odvážný krok pro akcii takové velikosti.

Nicméně rozsah závazku je ještě výraznější, pokud jej porovnáme s tržní hodnotou společnosti. Tržní kapitalizace AlphaTON je 7,86 milionu USD, což znamená, že hodnota nového hardware dohody je téměř šestkrát větší než celkový veřejný kapitál firmy.

V rámci snahy o rozšíření svého působení v oblasti kryptoměnových plateb naznačují akvizice Polygon Labs strategický posun směrem k kompletní fintech infrastruktuře a stabilním měnám.

Polygon Labs se rozhoduje k nákupu Coinme a Sequence

Polygon Labs, vývojář blockchainu za jednou z vedoucích sítí pro škálování Ethereum, se dohodl na dvou akvizicích kryptopodniků Coinme a Sequence za celkovou cenu přesahující 250 milionů dolarů. Společnost však nezveřejnila, kolik za každou firmu zaplatila, ani zda byla platba provedena v hotovosti, akciích nebo kombinací obou.

Ve strategickém kroku do oblasti digitálních aktiv rozšiřuje ClearBank své ambice v oblasti plateb prostřednictvím nové spolupráce značené ClearBank Taurus partnership pro škálovatelné, regulované stabilní měny.

ClearBank vybral Taurus pro infrastrukturu digitálních aktiv

ClearBank jmenoval digitálního specialista Taurus jako svého hlavního poskytovatele peněžních příloh, zatímco rozšiřuje produkty spojené se stabilními měnami, jak uvádí tisková zpráva vydaná v úterý. Britská banka pro účtování uvedla, že dohoda bude podkladem pro širší snahu o digitální aktiva a platební systémy založené na blockchainu pro své zákazníky.

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Úvod: TokensCloud jako visionary síla v těžbě bitcoinů

Průmysl těžby bitcoinů vstupuje do nové éry určené energetickou účinností, udržitelností a výkonností na průmyslové úrovni. Zatímco mnoho platform stále spekuluje o budoucí infrastruktuře těžby, TokensCloud již dodal. Společnost navrhla a provozuje superenergetický datový středisko určené speciálně pro další generaci cloudové těžby bitcoinů. Srovnáním pokročilého inženýrství s chytrou využitím energie si TokensCloud vytvořil pozici předního lídra v globálním ekosystému těžby.

Podpořená velkou kryptoměnovou burzou, nejnovější krok kraken spac má za cíl využít zájem investorem o seznamování digitálních aktiv.

Podrobnosti o nabídce společnosti KRAKacquisition Corp

KRAKacquisition Corp., nová specializovaná akviziční společnost založená společností s příslušností k Kraken, podala žádost o počáteční veřejnou nabídku ve výši 250 milionů dolarů. SPAC plánuje výstup na trh Nasdaq Global Market, což přidá nový nástroj pro vystavení kryptoměnovým akciím.

Společnost typu blank-check, založená na ostrovech Kypr, plánuje nabídnout 25 milionů jednotek po 10 dolarů. Každá jednotka bude tvořena jednou akcií třídy A a zlomkem závazku, který investorem dává právo koupit další akcie později.

Authorities are pursuing an aggressive cleanup as the kazakhstan crypto market evolves under tighter financial oversight and ambitious regulatory reforms.

Over 1,100 unlicensed crypto platforms blocked in Kazakhstan

The Financial Monitoring Agency of Kazakhstan (AFM) has blocked access to more than 1,100 unlicensed online crypto exchangers in the past year. The figure underscores how the state is tightening control over digital asset trading while still promoting a regulated industry.

The number was disclosed by Zhanat Elimanov, head of the AFM, in a report on the watchdog’s 2025 operations presented to President Kassym-Jomart Tokayev. Moreover, the update highlights how enforcement and market development are moving in parallel.

Quoted by the daily Kazakhstanskaya Pravda, Elimanov said AFM investigators completed probes into 1,135 criminal cases involving money last year. As a result, they returned 141.5 billion tenge (over $277 million) to victims of financial crimes.

Criminal networks, shadow exchanges and money mules targeted

Alongside blocking illegal trading websites, the AFM dismantled 15 criminal groups and 29 organizations that were providing cash services outside the law. However, officials say the bigger threat has come from unregistered operators in the digital asset space.

According to the agency, authorities disrupted the activities of 22 shadow crypto exchanges that allegedly laundered proceeds from drug trafficking and fraud schemes. These platforms had offered informal conversion channels, complicating oversight of cross-border flows.

Meanwhile, the broader financial sector has stopped dealing with approximately 2,000 companies and 56,000 individuals suspected of money laundering. With the help of 35 payment institutions, investigators identified 2.1 trillion tenge of criminal flows, an amount estimated at over $4 billion.

Elimanov added that the AFM has frozen around 20,000 bank card accounts linked to money mules working for criminal groups. That said, President Tokayev has issued new instructions to the agency in key areas, signaling that enforcement is likely to intensify.

Kazakhstan balances crypto hub ambitions with strict controls

Kazakhstan emerged as a hotspot for cryptocurrency mining and related activities after China imposed sweeping bans a few years ago. Since then, the government has sought to formalize the industry while keeping illegal activity under pressure.

In 2025, officials lifted some restrictions on the minting of digital coins, aiming to support industrial-scale miners and attract new investment. Moreover, the authorities moved to expand crypto trading beyond the narrow legal perimeter of the Astana International Financial Center (AIFC), where only a small number of licensed platforms had been operating.

As part of its plan to become a Eurasian digital asset hub, the government wants to legalize investments in cryptocurrencies and other tokens. However, payments with such assets will remain banned outside a special pilot project known as CryptoCity, which is designed to test real-world use cases under controlled conditions.

Within this framework, the kazakhstan crypto market is expected to grow through regulated exchanges and institutional participation. At the same time, unauthorized transactions and gray-market intermediaries remain a prime target for continued enforcement.

High-profile seizures and crypto crime investigations in 2025

Coordinated law enforcement operations have intensified against unauthorized cryptocurrency transactions, bringing together multiple state institutions. In September, officials announced the seizure of $10 million worth of digital coins linked to a large crypto pyramid scheme.

The fraudulent project had defrauded investors not only in Kazakhstan, but also in other post-Soviet states such as Belarus and Russia. Moreover, the cross-border nature of the scheme highlighted the region-wide challenges of policing crypto fraud.

Later that month, authorities said they dismantled what they described as the largest crypto money laundering service in Central Asia. The platform, an exchange called RAKS, was reportedly popular on the dark web and had become a central hub for obscuring the origin of funds.

Then, in October, the AFM reported it had shut down almost 130 unlicensed exchanges, allegedly seizing nearly $17 million in virtual assets from their operators. These actions form part of a broad kazakhstan crypto exchange crackdown focused on unregulated providers.

In November, the Ministry of Internal Affairs revealed it had opened more than 1,000 criminal investigations involving cryptocurrencies over the past two years. It estimated the financial damage suffered by victims at over $15 million, underscoring the continued risks in the sector.

Outlook for Kazakhstan’s regulated crypto sector

The latest figures from the AFM illustrate how fast the enforcement landscape is shifting as Kazakhstan refines its digital asset policies. However, officials continue to emphasize that the ultimate objective is a transparent, compliant market rather than a blanket clampdown.

If regulatory reforms succeed, Kazakhstan could consolidate its position as a regional center for mining, trading and crypto infrastructure. That said, sustained supervision of exchanges, payment intermediaries and on-chain activity will remain essential to protect investors and the wider financial system.

Investors gained a fresh look at the evolving universe of grayscale crypto assets as the firm updated its sector-based product lineup and pipeline of potential additions.

Updated snapshot of Grayscale’s crypto product family

The latest breakdown from Grayscale details both digital asset products already in the market and tokens still being evaluated. The firm published its newest sector-based overview as of January 12, 2026, reinforcing its role as a leading crypto-focused asset manager.

According to the company, assets in the Grayscale Product family are grouped using the internal Grayscale Crypto Sectors framework. This structure is designed to set a standard for organizing the broader crypto asset class across currencies, smart contract platforms, financials, consumer and culture, artificial intelligence, and utilities and services.

Moreover, the firm distinguishes between assets already backing investment vehicles and those only identified as potential candidates for future funds. Assets currently in products are either part of single-asset trusts or multi-asset strategies, while the assets under consideration list signals tokens being monitored for possible inclusion.

Methodology, timing, and disclosure cadence

Grayscale states it aims to refresh this sector table as frequently as 15 days after each quarter-end. However, the list can change intra-quarter as multi-asset funds are reconstituted or new single-asset products launch. The firm emphasizes that inclusion on the watchlist does not guarantee a future product.

The current snapshot is explicitly dated January 12, 2026. That said, Grayscale notes that some tokens may enter the Grayscale Product family without first appearing on the table. This could occur if a product decision is made between scheduled updates or in response to fast-moving market conditions.

In addition, several tokens currently supported or monitored carry an asterisk indicating that they were not yet included in the Grayscale Crypto Sectors framework as of December 31, 2025. These assets may still appear in products or on the consideration list while their final sector classification is pending.

Currencies sector

The Currencies sector covers crypto assets designed to act as a medium of exchange, store of value, or unit of account. In this category, the assets currently listed in Grayscale’s product suite are Bitcoin (BTC), Bitcoin Cash (BCH), Litecoin (LTC), Stellar Lumens (XLM), XRP (XRP), and Zcash (ZEC).

However, there are currently no additional currency-focused tokens on the assets under consideration list. This suggests that, for now, Grayscale sees its existing currency exposure as sufficient within the current suite of trusts and multi-asset funds.

Smart contract platforms: current exposure and pipeline

The Smart Contract Platforms sector includes networks that provide the base layer for deploying self-executing contracts and decentralized applications. As of January 12, 2026, grayscale crypto assets already in products in this segment are Avalanche (AVAX), Cardano (ADA), Ethereum (ETH), Ethereum Classic (ETC), Hedera Hashgraph (HBAR), Horizen (ZEN)* , Optimism (OP), Solana (SOL), Stacks (STX), and Sui (SUI).

Moreover, the pipeline of smart contract platforms on the official consideration list is extensive. Tokens under review include Aptos (APT), Arbitrum (ARB), Binance Coin (BNB), Celo (CELO), Mantle (MNT), MegaETH* , Monad (MON), Polkadot (DOT), Toncoin (TON), and Tron (TRX). These names highlight the breadth of layer-1 and layer-2 ecosystems that Grayscale is tracking.

Financials: DeFi and on-chain services

Within the Financials sector, Grayscale groups crypto assets that deliver financial transactions and services, including DeFi protocols and related infrastructure. The assets currently in the product suite are Aave (AAVE), Aerodrome (AERO), Curve (CRV), DeepBook (DEEP), Ondo Finance (ONDO), and Uniswap (UNI).

The list of grayscale crypto assets under consideration for financials is even longer. It features Ethena (ENA), Euler (EUL), Hyperliquid (HYPE), Jupiter (JUP), Kamino Finance (KMNO), Lombard (BARD), Maple Finance (SYRUP), Morpho (MORPHO), Pendle (PENDLE), Plume Network (PLUME), and Sky (SKY). Together, they represent a broad slice of the evolving decentralized finance landscape.

Consumer and culture tokens

The Consumer & Culture sector captures assets that support consumption-centric activities across digital goods, media, and services. As of the latest update, Grayscale products hold Basic Attention Token (BAT), Decentraland (MANA), and Dogecoin (DOGE) within this category.

However, several additional consumer and culture tokens are on the monitoring list rather than in live products. Those assets under consideration are ARIA Protocol (ARIAIP)* , Bonk (BONK), and Playtron* . Their presence underscores growing institutional interest in culture-driven and meme-oriented crypto narratives.

Artificial intelligence-linked assets

The Artificial Intelligence sector covers crypto assets tied to AI development, infrastructure, or applications. In its current offerings, Grayscale includes Bittensor (TAO), Livepeer (LPT), Near (NEAR), Render (RENDER), and Story (IP).

Moreover, a growing set of AI-related tokens sits on the watchlist for potential future products. The crypto assets list under consideration in this segment consists of Flock (FLOCK), Grass (GRASS), Kaito (KAITO), Nous Research* , Poseidon* , Virtuals Protocol (VIRTUAL), and Worldcoin (WLD). Their evaluation reflects rising investor demand for exposure to AI-linked networks.

Utilities and services: infrastructure and data

The Utilities & Services sector encompasses crypto assets focused on practical, often enterprise-oriented applications and infrastructure. The assets currently listed in Grayscale products are Chainlink (LINK), Filecoin (FIL), Lido DAO (LDO), Pyth (PYTH), Space and Time (SXT), The Graph (GRT), and Walrus (WAL).

That said, several additional infrastructure projects are being evaluated. On the assets under consideration side, Grayscale names DoubleZero (2Z), Geodnet (GEOD)* , Jito (JTO), Layer Zero (ZRO), and Wormhole (W). These networks provide data, interoperability, and staking-related services that complement existing product exposures.

Sector framework and future evolution

Grayscale’s sector framework is central to how it presents and expands its product line. By grouping tokens into currencies, platforms, financials, culture, AI, and utilities, the firm aims to give investors a clearer lens on portfolio construction and thematic exposure.

Looking ahead, the roster of grayscale assets crypto and the pipeline of potential additions are likely to shift as the digital asset market matures. As new networks launch and existing ones gain traction, the tables of live holdings and watchlist names will remain a key indicator of Grayscale’s evolving institutional focus across the crypto ecosystem.

In summary, the January 12, 2026 update provides a detailed view of which tokens currently back Grayscale products and which are still being evaluated. The sector-based disclosure, combined with regular reviews, offers institutions and individual investors a structured way to monitor how the firm’s multi-asset and single-asset offerings adapt to a rapidly changing market.

Evropské orgány zvyšují dohled nad obsahem online financí, protože regulace finfluencerů se stává klíčovým nástrojem ke snížení rizikového šíření kryptovýběrového a investičního hype.

CONSOB zesiluje varování ESMA pro finanční influencery na sociálních médiích

Italský regulační orgán pro cenné papíry CONSOB, Komise pro společnosti a burzy, významně zvýšil pozornost k novému faktovému listu Evropského úřadu pro cenné papíry a trhy (ESMA) týkajícímu se obsahu o investicích na sociálních médiích. Ve sdělení zveřejněném v pondělí upozornil dozorčí orgán na to, že pravidla Evropské unie o investičních doporučeních a reklamě se plně vztahují na kryptovýběrové a tzv. „rychlé bohatnutí“ obsahy.

V novém příznaku rotace přesunula Cathie Wood v tomto týdnu ARK Invest, kdy se přesuny obchodů ARK Invest přesunuly z zralých technologických firem k vysokému beta genomice a novým inovačním názvům.

Významný nákup GeneDx je základem pohybů dne 12. ledna

Dne 12. ledna ukázaly účetní záznamy, že Wood provedla několik významných přesunu portfolia v rámci více ETF ARK. Společnost přesunula kapitál z uznávaných technologických firem a hlouběji do raných fází biotechnologických firem.

Největší jediná transakce byla nákup 133 191 akci společnosti GeneDx Holdings, celkem za 15,88 milionu dolarů, prostřednictvím ETF ARK Innovation a ETF ARK Genomic Revolution. GeneDx je popsána jako světový lídr v diagnostice vzácných onemocnění a drží největší genetický soubor dat v této oblasti.

In today’s session, the Bitcoin price remains above $92,000, with a daily structure still neutral but intraday decidedly more constructive on the bullish side.

BTC/USDT — daily chart with candles, EMA20/EMA50, and volumes.

Market Context: Bitcoin Price, Dominance, and Sentiment

The Bitcoin price is moving in a macro crypto context of about $3.23 trillion in total market cap, with daily growth around 1.5% and volumes increasing by about 21%. The BTC dominance at 57.1% confirms that, at this stage, the market is favoring Bitcoin over altcoins.

Operational Reading: when the Bitcoin value rises with high dominance and sentiment in fear, we are often in a phase where money seeks refuge in BTC but does not yet have the courage to push the entire sector. This tends to favor directional movements on BTC, but with strong sensitivity to news and macro flow.

Daily Framework (D1): Main Scenario on BTC Price

On the daily timeframe, the BTC price closes at $92,414.91, with a neutral regime. We are therefore neither in a clear bullish trend nor in a true structural bearish trend: the market is working an equilibrium zone after the previous correction.

Moving Averages (EMA20, EMA50, EMA200) on D1

20-day EMA: $90,563.38

50-day EMA: $91,610.25

200-day EMA: $99,530.49

What They Tell Us: the Bitcoin price today is slightly above EMA20 and EMA50, but still well below EMA200. This suggests a short/medium-term recovery structure within a long-term context still weighed down by the 200-day average. In other words: the rebound is there, but the long-term trend has not yet been regained.

Daily RSI

RSI 14D: 58.68.

Reading: the RSI is in a neutral-bullish area, above 50 but far from overbought. This indicates a healthy but not euphoric momentum: there is demand, but we are not in a blind rush phase. Often these readings are compatible with further extensions of the movement, but still leave room for technical pullbacks.

Daily MACD

MACD Line: 601.58

Signal: 376.47

Histogram: +225.11

What It Implies: the MACD line is above the signal, with a positive and widening histogram. This confirms that the recovery of the Bitcoin price is not just a random bounce but is taking on characteristics of a short-term structured rise. As long as the histogram remains positive, the bullish pressure maintains control of the pace.

Daily Bollinger Bands

Mid Band: $90,036.49

Upper Band: $94,136.53

Lower Band: $85,936.46

The BTC price today is at $92,414.91, thus between the mid and upper band, but without yet a full test of the upper part.

Reading: Bitcoin is working the bullish side of the volatility range, but is not yet in an explosive breakout phase. This usually indicates a trend in construction. If the price starts moving along the upper band, we would have a more aggressive strength signal; conversely, returns towards the mid band would signal a phase of consolidation or profit-taking.

Daily ATR (Volatility)

ATR 14D: $2,004.14.

Implications: a daily average volatility around $2,000 means that the chart of the main asset can easily oscillate by 2–3% in a single session without this really changing the technical structure. For risk management, stops that are too tight risk being hit by simple market noise.

Daily Pivot Point

Pivot Point (PP): $91,962.52

Resistance R1: $92,882.39

Support S1: $91,495.05

With the real-time reference area at $92,400, BTC is trading slightly above the pivot and very close to the R1 area.

Reading: the market is respecting the 91,900–92,000$ area as a daily equilibrium level. Above the pivot, control passes to buyers; a stable return below S1 would again question the strength of the movement.

1-Hour Timeframe: Confirmation of Bitcoin Price Recovery

On the 1H, the BTC price today is at $92,429.99, with a bullish regime. Here the structure is clearer compared to the daily: we have a short-term ascending trend.

Hourly Moving Averages

EMA 20H: $91,645.94

EMA 50H: $91,349.42

EMA 200H: $91,021.72

The Bitcoin price in real-time is well above all hourly EMAs, with the averages aligned in bullish order (20 > 50 > 200).

Reading: in the short term, buyers have control. Moreover, any retracement towards the 91,600–91,000$ area can become a dynamic support test rather than the start of a reversal, as long as this structure of averages remains intact.

RSI 1H

RSI 14H: 63.15.

Implications: RSI above 60 indicates a good intraday strength, but not yet excess. The market is buying pullbacks with conviction. As long as RSI remains steadily above 50–55, the short-term trend maintains a credible bullish direction.

MACD 1H

MACD Line: 248.75

Signal: 153.44

Histogram: +95.31

Reading: the hourly MACD is aligned with the daily: active bullish momentum, although the histogram begins to signal a phase of slight slowdown in pace compared to previous spikes. Typical of a trend that might enter a lateral consolidation phase before a new impulse.

Bollinger Bands 1H

Mid: $91,610.41

Upper: $92,434.65

Lower: $90,786.18

With the BTC price today at $92,429.99, we are practically in contact with the upper hourly band.

Implications: the ongoing movement is stretched in the very short term. This can still extend in case of strong demand. However, usually when the price sticks to the high band on 1H, the probability of small pullbacks or lateral phases increases to relieve intraday excesses.

ATR 1H and Intraday Pivot

ATR 14H: $407.48.

Movements of $300–400 in a few hours fall within the normal range of the current context. This makes it risky to seek perfect tick entries: the intraday oscillation margin is significant.

Pivot Point H1: $92,341.89

R1 H1: $92,518.10

S1 H1: $92,253.79

The Bitcoin price in real-time is just above the hourly pivot and near the R1 resistance.

Reading: the market is working the upper part of the intraday range. Above R1, room for quick extensions; below the pivot, first signs of buyer fatigue in the very short term.

15-Minute Timeframe: Short-Term Operations

On 15m, BTC is quoted at $92,430 with a declared bullish regime. Here we see the most aggressive push, but also the first signs of possible excess.

15m Moving Averages

EMA 20 (15m): $91,934.40

EMA 50 (15m): $91,690.39

EMA 200 (15m): $91,297.86

Price well above all EMAs and averages well ordered to the upside.

Reading: the very short-term trend is strong, but the further the price moves away from the averages, the greater the risk of a technical pullback. Late entrants are exposed to returns towards at least the EMA20 as a normal market breath.

RSI 15m

RSI 14 (15m): 71.38.

Implications: we are in intraday overbought zone. This does not necessarily mean an imminent collapse, but it usually indicates that the bulk of the immediate movement has already been made. From here, it is more likely to see congestion phases, small retracements, or volatile spikes rather than a linear rise.

MACD 15m

MACD Line: 188.36

Signal: 164.53

Histogram: +23.83

Reading: the MACD is still positive but the histogram is flattening. Typical signal of a trend starting to lose acceleration. Often, after these phases, either it enters sideways, or a pullback towards the short averages is seen.

Bollinger Bands 15m and Pivot

Mid: $91,931.05

Upper: $92,421.48

Lower: $91,440.62

The BTC price today on 15m is practically glued to the upper band, at $92,430.

Implications: we are at a short-term extreme. It is the classic zone where those already in, rather than opening new positions, start thinking about profit management and protection. For new entries, it often makes more sense to wait for a return towards the mid band or a tight consolidation below the highs.

Pivot Point 15m: $92,341.90

R1: $92,518.10

S1: $92,253.79

The BTC price is working just above the 15m pivot.

Reading: the micro-range 92,250–92,520$ is the hot zone in the very short term. A clean break above R1 with volumes and solid candle closures can push another leg; losing 92,250$ would open space for a return towards 91,900–91,700$.

Bullish Scenario on Bitcoin Price

The bullish scenario starts from a base: daily neutral but improving and intraday clearly positive. For those looking at the BTC price today with a bullish bias, the key points are:

Defense above the daily pivot at $91,962. As long as hourly and daily closures remain above this area, buyers maintain control of the framework.

Consolidation above 92,000–92,200$: a tight lateral phase here, with RSI unloading without breaking supports, would be constructive for a new impulse.

Break and confirmation above the daily upper band at 94,100–94,200$: this would be the signal that the main asset is really exiting the current range and aims to reattach first the 96,000–98,000$ area, then the psychological zone 100,000$, where the EMA200 also transits.

Operational Bullish Trigger: those working on the short term might look at 1H closures above 92,520$ (intraday R1) accompanied by an RSI holding above 55–60 after a small pullback. This would configure a new intraday impulse consistent with the improving daily framework.

Level of Invalidation of the Bullish Scenario: a daily closure below 90,500–90,000$ (area between EMA20 and mid Bollinger band) would significantly weaken the recovery narrative, transforming the current movement into a simple corrective bounce.

Bearish Scenario on BTC Price

The bearish scenario leverages the idea that the Bitcoin price is simply staging a technical rebound within a still fragile long-term context (daily EMA200 above the price and sentiment in fear).

For a short reading, the sensitive points are:

Loss of the daily pivot at $91,962 with 4H/1D closures below this area. This would signal a return of control to sellers.

Decisive break of daily S1 at $91,495, opening space towards the mid Bollinger band ($90,000) and, in extension, towards the lower band in the $86,000 area.

Reversal of intraday indicators: RSI 1H steadily falling below 45–40 and MACD 1H turning negative, while the price re-enters below the hourly EMA50 (area $91,300). This would paint a picture of rebound exhaustion.

Possible Bearish Targets, in case of a negative scenario gaining strength:

First step: 90,000–89,500$, psychological zone and central area of the volatility range.

Second step: 86,000–85,500$, near the daily lower band.

Level of Invalidation of the Bearish Scenario: a daily closure above 94,000–94,500$, with the price starting to work steadily above the daily upper band, would significantly weaken the simple rebound hypothesis, shifting the reading towards a new more structured bullish swing.

What This Context Means for Those Looking at Bitcoin Price

The overall picture is that of a market in recovery phase, but not yet locked in an uptrend. Daily neutral improving, intraday bullish, sentiment in fear, and volatility under control: a combination that can be interesting for those seeking gradual entries, but that does not forgive those entering leveraged on intraday highs without a plan.

Two key points:

The Bitcoin price in euros or dollars can still see sharp movements within a relatively clear range (about 90,000–94,000$). Those operating in the short term must accept the idea that false breakouts and quick returns will be the norm.

As long as the daily EMA200 remains above the price, the market has not yet declared a fully bullish long-term trend. For now, work is being done on swings and medium structures, not on a bull market without questions.

In this type of context, those trading the BTC price today should focus more on the quality of levels (pivot, bands, key EMAs) and the consistency between timeframes than on seeking maximum potential profit. The main risk is not missing the movement, but getting stuck on one side of the market while BTC is still painstakingly building the next direction.

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Disclaimer: The information in this article is for informational purposes only and does not constitute financial advice, a solicitation for public savings, or an investment recommendation. Cryptocurrency trading is highly risky and can result in the total loss of invested capital. Always conduct your research and carefully assess your risk tolerance before making any operational decisions.

Rok 2025 označil přelomový okamžik pro Binance a celou kryptosektorovou oblast, v době růstu uživatelů, pokročilé regulace a výrazné integrace Web3 do centrálních trhů.

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Předseda SEC signalizuje, že Trump podepíše komplexní legislativu v roce 2025

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Standard Chartered aktualizoval své dlouhodobé kryptoměnové prognózy, a jeho přepracovaný odhad ceny Ethereum se nyní rozšiřuje až do roku 2030 s mnohem vyšším vrcholovým bodem.

Standard Chartered přeformuluje své dlouhodobé cíle pro Ethereum

V novém výzkumném dokumentu nastavil Standard Chartered nový cíl pro konec roku 2030 na 40 000 USD pro Ethereum (ETH), přestože výrazně snížil svůj cíl pro konec roku 2026. Banka však zdůraznila, že pozice Ethereum na trhu digitálních aktiv se zlepšuje, i když slabost vedena Bitcoinem způsobila pokles absolutních hodnot kryptoměn vyjádřených v dolaru.

V současné kryptoměnové environment je cena Shiba Inu v klidném, neutrálním úseku, zatímco podmínky na celkovém trhu jsou rozporuplné a ochota k riziku zůstává zranitelná.

SHIB/USDT — denní graf s svíčkami, EMA20/EMA50 a objemy.

Denní časové období: neutrální trend se mírným kladným výkyvem

Shiba Inu (SHIBUSDT) se nachází na zvláštním klidném místě: celkový kapitál kryptoměn stoupá, dominace Bitcoinu je nad 57 %, ale nálada je zablokována ve strachu (26). Tento kombinovaný stav obvykle znamená, že kapitál proudí do hlavních aktiv, zatímco spekulativní aktiva jako je SHIB jsou zpracovávána opatrně, nikoli agresivně prodávána či nakupována.

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Questions over crypto governance and transparency are mounting after the sudden crash of nyc token following a high-profile Times Square launch.

Eric Adams backed launch and rapid market cap surge

Former New York City Mayor Eric Adams unveiled NYC Token on Monday at a Times Square press event, presenting it as a civic-minded crypto initiative. Within hours, the token briefly reached a market capitalization of $580 million, drawing intense interest from retail traders and onlookers across social platforms.

Social media posts quickly amplified the hype around the new coin. However, they also captured the first accusations of a possible scam. One viral post claimed that Adams had removed liquidity from his new memecoin $NYC just 30 minutes after launch, alleging that investors were being “scammed” for more than $2,536,301 following promotion on his personal channels.

On-chain data and liquidity controversy

The surge in attention prompted deeper scrutiny from blockchain analysts. Moreover, early on-chain data indicated troubling patterns in how liquidity was managed shortly after the Times Square launch. Soon after the token hit its market peak, analysts began flagging unusual movements tied to wallets associated with the project.

Blockchain tracking firm Bubblemaps identified a wallet linked to the token deployer that removed about $2.5 million in USDC liquidity near the price high. That timing triggered immediate concern among crypto traders, who are highly sensitive to abrupt token liquidity removal events in newly launched memecoins.

As the sell-off intensified, the token price fell by more than 60%. After this sharp decline, approximately $1.5 million in USDC was reportedly added back to the liquidity pool. However, analysts noted that roughly $900,000 in USDC remained unreturned, fueling fresh accusations that the nyc token rug pull scenario might be unfolding in real time.

Community reaction and rug pull accusations

Crypto commentators on X and other platforms quickly labeled the incident a potential rug pull. One widely shared post claimed that Adams had “rugged everyone,” asserting he walked away with more than $3 million in profit just eight hours after launch. The tone of these reactions reflected broader skepticism about politicians issuing personal coins.

A rug pull occurs when project insiders or developers drain liquidity from a token’s trading pools. This move leaves remaining holders unable to exit without absorbing heavy losses. Moreover, within the crypto community, rug pulls are considered a serious form of fraud, even when legal accountability can be difficult to establish.

Token structure, reserve model and nonprofit claims

The official NYC Token website states that the project has a fixed total supply of 1 billion coins. Of this amount, 70% is allocated to a so-called NYC Token Reserve, which is explicitly excluded from the circulating supply available for open-market trading. That reserve structure has drawn questions about control and transparency.

Adams said the token was designed to fund efforts against antisemitism and what he described as “anti-Americanism,” with proceeds earmarked for an unnamed nonprofit organization. However, he did not disclose the nonprofit’s identity, any governance framework, or independent oversight of token nonprofit proceeds during the launch.

At the press conference and in subsequent media appearances, Adams also declined to reveal the identities of any co-founders or team members involved in the project. That said, the lack of a visible core team and clear fund management plan has heightened investor concerns about accountability and long-term execution.

Unclear use case and media explanations

During an interview with Fox host Maria Bartiromo, Adams offered only vague explanations of the token’s practical use. He compared the project to Walmart adopting blockchain technology for supply chain tracking, but did not provide concrete mechanisms linking the coin to measurable outcomes or verifiable charitable distributions.

Moreover, he gave no detailed roadmap for how the reserve structure would operate, how funds would be unlocked, or how the unnamed nonprofit would report on the use of capital. These gaps in documentation and public communication have reinforced the perception of high risk around the asset.

Adams crypto history and ties to earlier city-focused tokens

Adams is no stranger to digital assets. During his term as mayor, he cultivated the image of a “Bitcoin mayor” and repeatedly pledged to make New York City the global crypto capital. He famously took his first three mayoral paychecks in Bitcoin via Coinbase, underscoring his public commitment to the sector.

He also previously endorsed other city-branded blockchain projects, including the original NYC Coin launched by CityCoins. However, that token struggled with low trading volume and was eventually delisted from major exchanges in 2023 due to liquidity issues, highlighting the challenges of sustaining municipal-themed crypto assets.

Adams further supported a concept called BitBond, a proposed product that would have allowed investors to earn returns tied to Bitcoin price appreciation. While the idea drew attention, it did not achieve broad implementation during his tenure. These prior efforts form the backdrop for current questions surrounding his latest token initiative.

Political timing and ongoing on-chain scrutiny

Adams left office on January 1, 2026, when Zohran Mamdani succeeded him as New York City mayor. Notably, the NYC Token launch occurred less than two weeks after he stepped down, a timing detail that some observers argue raises additional ethical and political questions.

Moreover, analysts continue to track the token’s on-chain flows and trading patterns for further signs of manipulation, wash trading, or insider selling. They are closely examining wallet clustering, liquidity movements, and the relationship between the deployer wallet and other large holders.

That said, formal investigations or regulatory actions have not yet been publicly announced. Until more information emerges about the project’s governance, reserve management, and ultimate disposition of funds, market participants are likely to treat the token as a high-risk speculative asset.

In summary, the NYC Token launch has shifted from headline-grabbing promotion to a test case for how the crypto market and regulators respond when high-profile political figures face detailed on-chain allegations of misconduct.