On Wednesday, the Trump family-associated USD1 stablecoin saw its market capitalization rise by $150 million to $2.89 billion after Binance launched a booster program with yields of up to 20% APR for large deposits. The promotion, which runs until Jan. 23, 2026, targets USD1 flexible products above $50,000 and distributes tiered bonus rewards directly to users' earn accounts.

Crypto ETPs logged $952 million in outflows, ending a three-week streak of net inflows, after delays to the Digital Asset Market Clarity Act dented US sentiment. Ether funds shed $555 million and Bitcoin funds $460 million, while Senate markup is now slated for January 2026.

Bubblemaps reported in a Thursday X post that 23 wallets linked to the Ava deployer sniped around 40% of the AVA supply at launch on Solana. AVA later hit a $300 million FDV by January 2025, then plunged over 79% since launch and 96% from its $0.33 all-time high on Jan. 15, 2025.

Fidelity's director of global macro Jurrien Timmer argues that Bitcoin's four-year halving cycle likely peaked at $125,000 on Oct. 6 and expects a downside phase into 2026, with key support between $65,000 and $75,000. Other analysts, including Delphi Digital's Tom Shaughnessy, foresee fresh all-time highs in 2026 driven by fundamental growth and expanding regulated investment products, even as social sentiment and smart money positioning turn short-term bearish.