On Monday, the American Bankers Association's Community Bankers Council sent a letter to the US Senate calling for amendments to the GENIUS Act to block exchanges and other partners from offering yield on stablecoins. The bankers argue that current rules allow third-party rewards programs to divert funds away from community bank lending and want a crypto market structure bill to explicitly prohibit affiliates of stablecoin issuers from paying interest.

US IPOs in 2025 posted a 13.9% weighted gain, lagging the S&P 500's 16% as several crypto and AI listings struggled to sustain early momentum. Circle's $1.05 billion June debut surged 170% on day one but later pulled back alongside Bitcoin weakness, while Gemini and Bullish ended the year below early highs. Larger offerings outperformed mid-sized deals, with mega-issues beating $500 million to $1 billion floats.

On Monday, major US-listed crypto companies posted double-digit gains as the digital asset market advanced to multi-week highs. Bakkt shares climbed nearly 31.5%, while Bitcoin treasury firm Kindly MD and Trump-linked miner American Bitcoin also saw strong double-digit increases. Bitcoin rose to a 24-hour peak above $94,600 and Ether briefly traded above $3,200, both marking their highest levels in weeks.

Large holders moved about $2.4 billion in Bitcoin and Ether to Binance over the past week. According to CryptoOnchain in a note to CryptoQuant on Sunday, the buying power has not materialized, with stablecoin net inflows essentially flat at $42 million and mostly shifting between Ethereum and Tron; analysts warn this points to sell-side pressure.

In 2025, Bitcoin Core activity increased, according to Jameson Lopp, with 135 contributors, 285,000 lines of code changed versus 276,000 in 2024, and 2,541 commits, up 1%. Mailing list traffic rose 60% year over year. The year also featured an October expansion of the OP_RETURN data limit and a November third‑party audit by Quarkslab that reported no high or medium‑severity issues.

According to multiple industry executives quoted by Cointelegraph, many digital asset treasury and Bitcoin treasury companies that sprang up in 2025 could shut down in 2026 as share prices fall and business models come under pressure. They argue that firms relying solely on holding Bitcoin or altcoins are unlikely to endure market downturns unless they adopt structured yield strategies, integrate with traditional finance standards, and offer additional value beyond their token reserves.

Crypto industry figures urged the US Securities and Exchange Commission at a recent roundtable to recognize legitimate uses for blockchain privacy tools beyond criminal activity. Speakers argued that existing AML and KYC frameworks are becoming outdated in the age of AI and that cryptography-based solutions could both improve security checks and better protect user privacy.

Andreessen Horowitz, the Uniswap Foundation, the DeFi Education Fund and The Digital Chamber opposed Citadel Securities' request that the SEC treat DeFi venues handling tokenized equities as regulated exchanges or broker-dealers. According to a Friday letter to the SEC, the coalition said Citadel's analysis is flawed and argued that thoughtfully designed onchain markets can protect investors without traditional registration.

Tether has submitted a binding all-cash offer of around $1 billion to Exor for its 65.4% controlling stake in Juventus and says it will extend the same price to all remaining shareholders. The club's market value stands at about 944.49 million euros, while a report has indicated Exor has rejected the proposal, even as Tether pledges a 1 billion euro investment into Juventus if the deal is completed.