Good Morning,

Here's a quick preview of today’s content: Japan's finance minister backs crypto integration, Ledger confirms data breach on Global-e platform, Polymarket launches real estate prediction markets, Bank of America lets advisers recommend Bitcoin ETFs, Strategy drops another $116M on Bitcoin, and so much more

Happy Tuesday – Let’s dive in.

Market Snapshot

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  • Crypto markets extend New Year rally as ETF inflows fuel momentum

    • BTC pushed through $93K to its highest since November, with whale activity rising and traders eyeing $100K

    • ETF flows strengthened: BlackRock’s BTC ETF saw its biggest inflow in three months, while 2025 crypto ETP inflows reached $47.2B

    • Thin liquidity amplified gains, with $260M in short liquidations and spot volumes near year lows

    • Altcoins led: XRP broke $2.12 on shrinking exchange supply, memecoins rebounded, and BNB ticked higher on upgrades

  • Crypto stocks rallied, lifting total market cap to $3.31T (+3%)

Prediction Markets

  • Bettors on Polymarket are predicting Bitcoin vs. Gold vs. S&P 500 in 2026?

  • Track and trade live odds on any event, only on Polymarket

Headline Roundup
The major headlines driving crypto markets

  • DOJ prosecutors violate Trump’s executive order by selling forfeited Bitcoin (BM)

  • US government could seize Venezuela's crypto reserves – see the clip here

  • Crypto companies pour $21M into Trump-backed PAC (CT)

  • Drake faces RICO for promoting and using crypto casino (DC)

  • Bank of America lets advisers recommend Bitcoin ETFs (CT)

  • Visa crypto card spending soars 525% (CT)

  • Strategy drops another $116M on Bitcoin (DC)

  • Goldman sees regulation fueling next wave of crypto adoption (CD)

  • Tom Lee’s BitMine adds 32,977 ETH in massive buy (TB)

  • Ethereum powers $8T stablecoin transfers in Q4 (CT)

  • CME crypto derivatives volume hits record $12B (CD)

  • American Bitcoin leads sharp rally in mining stocks (TB)

  • Bitcoin miner Cango ends 2025 with 7,500+ BTC in reserves (TB)

  • Bitcoin miners face dwindling profits despite lower competition (CD)

  • Grayscale begins distributing staking rewards to investors (TB)

  • PwC deepens crypto engagement (TB)

  • Ethereum network Starknet back online after outage (DC)

  • NFT Paris cancels event with just one month’s notice (TB)

Venture Capital

  • Erebor Bank, a stablecoin digital bank, raises $350M led by Lux Capital with Founders Fund, Haun Ventures, and 8VC participating (FM)

  • Ranger Labs, a Solana perp DEX aggregator, launches a four-day RNGR token sale with a $6M raise requirement (EGW)

  • Crypto project Infinex raises $491K in a public ICO for its INX token from 304 participants (BG)

Access the complete VC deal flow on Fundable.

M&A Announcements

  • Crypto data platform The Tie acquires staking services provider Stakin in cash-and-equity deal (TB)

Launches

  • Polymarket launches real estate prediction markets (CD)

  • Jupiter rolls out native JupUSD stablecoin (TB)

  • TermMax launches tokenized stock financing (CD)

Regulation

  • Crypto market structure bill could be delayed to 2027 (TB)

  • Japan's finance minister backs crypto integration (TB)

  • Chinese finance associations reclassify RWAs as ‘risky’ (CT)

Cybersecurity

  • Ledger confirms data breach on Global-e platform (DC)

  • Stablecoin banking startup Kontigo repays customers after hack (BBG)

  • Fake MetaMask security check lures users into sharing phrases (CT)

Extra Reads

Chart of the Day

Ethereum validator entry queue surges to double the exit queue

Meme Dump

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*DISCLAIMER: Investment advice provided by Autopilot advisers LLC, an SEC registered investment advisor. Past performance does not guarantee future results. Investing carries risks including the risk of the loss of principal. Performance doesn’t include fees. See more here.