🟢 Overview Stablecoins dipped $40.34M, but DEX volumes saw solid week-over-week growth. Institutions added a net 12,437 BTC, led by Strategy’s 13,627 BTC accumulation.
🟢 Stablecoin Market The total stablecoin market cap decreased by $40.34M.
🟢 Spot & Perps Trading Volume on DEXs
🟢 Protocol Revenue
🟢 Last week, 7 companies increased their holdings by 13,998.3 BTC(+$1.28B), 2 companies decreased their holdings by 1,561 BTC(-$142.68M).
🟢 Institutional/Whale Activity
Strategy bought 13,627 $BTC($1.25B) last week — its largest weekly purchase in the past 5 months.
Meanwhile, Tom Lee bought 24,266 $ETH($75.59M) last week, marking his lowest weekly purchase on record.
Major milestones for @Lombard_Finance over the last few months:
→ @coolwallet Integration (Jan 5, 2026) • enable native BTC staking directly from mobile wallets • 5x Lux points multiplier (30-day campaign: Jan 5 - Feb 3) • one-click staking with 0.41% APY auto-compounding yield
→ BTC.b acquisition (Late 2024) • Lombard = only provider offering both: $LBTC (yield-bearing, $1.02B TVL) & BTC.b (non-yield bridged Bitcoin, $377.12M TVL) • dual-asset strategy targets different user segments: yield seekers vs. pure liquidity providers.
→ Institutional dredit markets via @symbioticfi
• Partnership with @capmoney_ and @symbioticfi to use $LBTC restaking to secure institutional USD loans. • effectively turning Bitcoin into collateral for on-chain credit markets.
• They think holidays are a low crypto season • They set budgets assuming $10 per retained user • They insist that InfoFi is a great instrument • They expect retention of mercenary capital • They say "we failed because the market is bad" • They don't criticize your product and don't suggest improvements • They don't read Web2 marketing studies • They don't know that in 2025 the avg user cost in fintech was $150+ • They never heard about CustDev • They see marketing as "post on X" & "buy mentions" • They don't know what Similarweb is • They don't review marketing strat quarterly • They have another part-time job
🔴 We are witnessing the largest liquidity drawdown ever recorded on ETFs.
With an average realized price around $86,000, the majority of ETF inflows that entered since the October 2025 ATH are now sitting at a loss.
💥 More than $6B has exited spot Bitcoin ETFs over the same period, marking an all-time record since their approval.
After this wave of profit-taking for some and panic-selling for others, ETF flows have started to stabilize on average over the past two weeks.
👉 With Bitcoin liquidity remaining periodically thin, the impact of ETFs becomes even more significant, making it essential to keep a close eye on ETF flows.
🚨🗞️NEW: Senate Heads Into Pivotal Week for Crypto Legislation
A breakdown of what to expect from this pivotal week for crypto on Capitol Hill, Fed Chair Jerome Powell hit with a criminal investigation, and what to watch this week.
ETFs have taken in $46b in first 6 days of year, which is abnormally high to start year, on pace for $158b for month, about 4x the norm. Typically Jan is weak month bc $SPY sees a lot of tax loss harvest money leave (and it is -8b) that came in in Dec, but the industry is booming so much the other ETFs have easily overwhelmed the SPY deficit
Monero = privacy-focused cryptocurrency with default anonymization. Uses ring signatures, stealth addresses, and confidential transactions to ensure untraceable payments.
Price drivers:
• Privacy narrative resurgence: XMR rallied to $579 as demand for financial anonymity spiked. 24h volume jumped 230% to $338M, organic buying, not manipulation. Gold hitting $4,600/oz + escalating US political tensions (Trump vs Fed) driving capital into privacy-preserving assets. XMR positioned as uncensorable alternative to surveilled traditional finance.
• Technical breakout after 8 years: XMR broke its 2017 all-time high of $517, ending an 8-year consolidation period. This triggered algorithmic buying and FOMO momentum. Next Fibonacci extension targets at $601.65 and $656.33. MACD histogram showing strong bullish acceleration.
• Altcoin season rotation: Privacy coins leading the altcoin rally, with Zcash up 700% YTD. Monero's relatively low $10.5B market cap (vs Bitcoin's $1.7T) allows for larger percentage moves when capital rotates from majors into alts.