Ethereum just reached an important milestone in Q4.
Data from Token Terminal shows 8.7 million smart contracts were deployed in the quarter — the highest level in Ethereum’s history, following softer activity in the prior two quarters.
The rebound was mainly driven by stablecoins, real-world asset tokenization, and core infrastructure development, rather than short-term hype. Historically, rising contract deployment tends to lead growth in users, transactions, and network fees.
This trend reinforces Ethereum’s role as a long-term settlement layer for on-chain finance.
President Trump announced that the U.S. government is exploring pathways to buy more Bitcoin, signaling growing institutional interest and potential government-level adoption.
This could be a major step for BTC’s long-term legitimacy and market influence.
BlackRock Moves Over $214M in BTC & ETH Amid ETF Outflows ⚠️
On-chain data shows 2,201 BTC and 7,557 ETH sent to Coinbase Prime late December, coinciding with - $275.9M BTC ETF outflows on Dec 26, mostly from BlackRock’s IBIT. Ethereum ETFs also saw net exits.
Since the October correction, crypto ETPs have seen ~$3.2B in outflows.
This does not indicate aggressive selling, but large institutional transfers during sustained outflows typically signal a more cautious stance.
BNB continues to trade below a long-term downward trendline, keeping the market structure bearish. Rallies are being capped by dynamic resistance, and upside momentum remains weak.
For a bullish flip, BNB needs a clean reclaim of the trendline with confirmation. Until that happens, downside continuation toward lower support zones remains the more likely scenario.
Recent data shows over 6M wallets hold 500 XRP or less, while a small number of large wallets control a significant portion of supply. As prices rise, this gap becomes more apparent.
Buying 1,000 XRP today costs much more than a year ago, making steady accumulation harder for retail, while large holders feel it less.
Some argue supply isn’t tight (~16B XRP still on exchanges), but experts like crypto lawyer Bill Morgan note that XRP’s moves still largely follow Bitcoin.
Takeaway: higher prices affect who can accumulate, but BTC continues to lead market direction.
California has proposed a 5% billionaire wealth tax, raising growing concerns within the crypto industry.
The proposal targets unrealized gains, including crypto assets and startup equity that has not been sold. This could place pressure on founders and long-term holders with significant paper wealth but limited liquidity.
Several crypto leaders warn that such policies may encourage innovation, capital, and talent to move offshore as global mobility increases.
At the same time, some firms continue expanding their US presence, highlighting that the situation remains complex and still evolving.
The key question remains whether the US can maintain competitiveness in an increasingly global and digital economy.
Dogecoin is holding above $0.12 as the market stabilizes and Bitcoin remains above $87K. Technically, $1 DOGE is possible — DOGE reached $0.74 in the last major cycle, demonstrating the power of speculative momentum.
With over 168B coins in circulation, hitting $1 would require massive demand and strong meme-driven inflows, usually occurring when Bitcoin breaks out and capital rotates into higher-risk assets.
Conclusion: Technically feasible, but highly dependent on market conditions and sentiment.
BNB is currently testing the upper boundary of its range near $860, with bullish pressure building.
A confirmed breakout followed by a successful retest could open the door toward the $1,000+ zone. Until then, this area remains a decision zone, where either continuation or rejection is possible.
Waiting for confirmation remains the prudent approach at these levels.
The XRP narrative for 2026 hinges on a major condition: if Bitcoin enters a $250K+ cycle, capital rotation into select large-cap altcoins could accelerate.
Some reports highlight that XRP showed relative resilience in 2025 compared to the broader alt market, often attributed to growing real-world adoption and clearer regulatory standing.
At the same time, Ripple has continued to build like a long-term financial infrastructure company, completing $2.7B+ in acquisitions across payments, treasury software, and trading infrastructure.
The broader idea:
If BTC turns parabolic, capital historically rotates into a small group of altcoins that appear institution-ready, rather than the market as a whole.
This is a positioning thesis — not a price prediction.
If Bitcoin were to follow a trajectory similar to silver’s historical moves, some models suggest a potential cycle top near $400,000 in 2026.
This is a scenario, not a prediction. Cross-asset comparisons can offer perspective, but Bitcoin’s market structure, liquidity, and adoption dynamics remain unique.
Macro analogies are useful for framing possibilities — not for timing.
Regulatory Update: Focus on Self-Custody Education
The U.S. SEC has released educational material aimed at helping citizens understand how to self-custody Bitcoin and other crypto assets.
Rather than enforcement messaging, this approach emphasizes investor education and personal responsibility — an important distinction in the current regulatory landscape.
Why this matters:
Clear guidance around self-custody supports informed participation in crypto markets and signals a more nuanced regulatory tone toward digital assets.
This is a development worth monitoring from an adoption and policy perspective.
Former U.S. President Donald Trump commented on recent discussions with Ukrainian President Volodymyr Zelenskyy, describing the meeting as positive, while noting that the Donbas issue remains unresolved.
Ongoing geopolitical uncertainty continues to be a key macro factor for global markets, influencing risk sentiment, commodities, and capital flows.
Developments on this front remain worth monitoring.
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