Ethereum is quietly reinforcing its position as the backbone of onchain lending and borrowing, pulling decisively ahead of every competing network. According to Token Terminal data, active loans across Ethereum-based lending platforms have climbed to around $28 billion, marking a dramatic expansion from the lows seen in early 2023. source: https://www.ethnews.com/ethereum-tightens-its-grip-on-onchain-credit-markets/

The likelihood of a U.S. government shutdown by January 31 has surged to approximately 78%, prompting investors to turn to safe-haven assets such as gold and silver. According to NS3.AI, this development has caused a significant drop in crypto market sentiment, which has fallen to 'Extreme Fear' on the Crypto Fear and Greed Index. Concerns over delayed economic data and increased market volatility are contributing to this sentiment. Historically, precious metals have shown strong rallies during government shutdowns, while cryptocurrencies like Bitcoin tend to experience increased volatility and downside risk. Investors are closely monitoring these trends as the situation unfolds.

Coinbase’s CEO, Brian Armstrong, claims that the leader of a top 10 global bank now views crypto as their “number one priority” and an “existential” necessity, as he reported a few themes and personal takeaways from the week-long World Economic Forum on his X account. Brian Armstrong, the CEO of the leading exchange Coinbase, shared […] source: https://www.cryptopolitan.com/armstrong-bank-crypto-number-one-priority/

Ukraine blocks Polymarket due to unresolved legal issues amid current wartime legislative limitations. source: https://coincu.com/news/ukraine-polymarket-legal-issues/

XRP experiences a decline of 4% in value as traders closely monitor the situation to determine if the critical support level at $1.88 will hold steady amidst ongoing market fluctuations and uncertainties. source: https://www.coindesk.com/markets/2026/01/25/xrp-drops-4-as-traders-watch-whether-usd1-88-support-holds

The calls of a potential Bitcoin supercycle in 2026 intensified over the past week after former Binance CEO Changpeng ‘CZ’ Zhao — yet another prominent voice in crypto — laid out his predictions for the new year. However, a popular analyst on the social media platform X has released an opposing view, predicting a deep bottom for the BTC price this year. BTC Price At Risk Of Further 65% Decline In a January 25th post on the X platform, prominent crypto trader Ali Martinez said, in a sarcastic tone, that “the super cycle is super cycling. ” In what seemed like a response to the buzz around CZ’s Bitcoin supercycle projection, the market pundit tempered the expectations with a $31,000 price bottom call for the premier cryptocurrency in 2026 source: https://www.newsbtc.com/news/is-bitcoin-supercycle-truly-on-the-horizon/

null source: https://x.com/cointelegraph/status/2015485011055583659

President Donald Trump on Saturday warned Canada that the US would impose a 100% tariff on goods sold in the US if Canada strikes a trade deal with China. source: https://catenaa.com/markets/special-reports/trump-to-impose-100-tariff-on-canada-for-a-china-deal/

Ledger, a prominent manufacturer of cryptocurrency hardware wallets, is reportedly preparing for a $4 billion initial public offering (IPO) on the New York Stock Exchange in 2026. According to NS3.AI, this strategic move reflects the company's confidence in the rising demand for secure crypto storage solutions. Ledger's decision to pursue an IPO aims to leverage the growing interest from both institutional and retail sectors in cryptocurrency custody. The company is positioning itself to capitalize on the expanding market for secure digital asset management.

The CLARITY Act's Section 404 introduces significant changes to stablecoin platforms by prohibiting yield payments solely for holding stablecoins, aiming to prevent them from functioning like traditional bank deposits. According to NS3.AI, the legislation allows rewards linked to active participation, including transactions, liquidity provision, or governance activities, thereby transforming the structure of crypto rewards. Additionally, the Act requires transparent disclosures and restricts issuer involvement in reward programs, which may present compliance challenges and impact platform partnerships.

欧州連合（EU）はロシアに対する19回目の制裁措置を発表し、暗号通貨プラットフォームと、ロシアの企業が金融規制を回避するために使用するルーブル建てのステーブルコインを遮断する、さらに厳しい規制を導入した。

制裁を受けたロシアの銀行に関連するルーブル建てのステーブルコインがシンガポールのToken2049カンファレンスに登場し、コンプライアンスに関する疑問が提起された。米国と英国の制裁にもかかわらず、このコインは国際市場で運用され、利用され続けており、国境を越えてルールを施行することの難しさを示している。

A7A5は、キルギスで発売されたロシア・ルーブルを裏付けとするステーブルコインで、西側の金融レールの外で代替決済システムを構築するロシアの新たな試みかもしれない。