JPMorgan's 2026 Global Family Office Report, covering 333 offices across 30 countries with an average net worth of $1.6 billion, reports that 89% have no crypto exposure while 65% rank artificial intelligence as a key investment theme. At the same time, select Hong Kong and Asian family offices are committing tens to hundreds of millions of dollars to crypto funds and private equity vehicles, highlighting a divide between survey results and on-the-ground institutional allocations.

In January, the ISM Manufacturing PMI climbed to 52.6, the strongest level since 2022, as U.S. manufacturing returned to expansion while Bitcoin traded near $78,000 in its fifth straight month of correction. Spot crypto volumes have fallen to their lowest levels since 2024 alongside $2.56 billion in liquidations and a total market capitalization of $2.58 trillion, as analysts debate whether the macro rebound can revive demand or if structural weakness will dominate.

On Monday, Arizona Attorney General Kris Mayes issued a statewide alert after residents lost more than $177 million to crypto ATM scams in 2024, and her office rolled out a new complaint form for victims to report losses within 30 days. The warning coincides with a wider U.S. and international crackdown on crypto kiosks, including state-level transaction caps, lawsuits against major operators, proposed federal rules, outright bans in some regions, and ongoing enforcement actions against firms such as Athena Bitcoin, Crypto Dispensers, Coinme, and Bitcoin Bancorp's expansion plans.

Ethereum fell 19% over three days to trade below $2,400, exposing large unrealized losses for prominent holders. On-chain data shows major positions, including 4.24 million ETH bought near $3,854, are down roughly $6.8 billion, with other whales facing hundreds of millions. Technicals flag $2,400 as key support, with $2,700–$2,800 as near-term resistance.

On January 27, the Sverdlovsk Regional Arbitration Court opened observation for Fox Group, which owns 98% of BitRiver's management unit, following a $9.2 million claim by En+'s Infrastructure of Siberia. The action puts Russia's largest Bitcoin miner at risk of insolvency amid an equipment-delivery dispute, regional mining bans, energy payment conflicts, and CEO Igor Runets's recent detention on tax-evasion charges.

According to Polymarket odds, traders assign a 71% chance that Bitcoin will trade under $65,000 at some point in 2026 while the asset sits near $75,000 after a weekend slide. Analysts highlight $62,000–$65,000 as pivotal support, and US spot Bitcoin ETF holders are largely underwater with average entries around $87,830 amid recent multi‑billion‑dollar outflows.

On February 2, 2026, Ethereum co-founder Vitalik Buterin detailed a two-layer governance design that combines anonymous voting with prediction markets to counter collusion and 51% capture in token-based systems. The framework separates a market-driven accountability layer from a decentralized preference-setting layer using MACI to limit coordination risks. It marks a sharp shift from his August 2024 opposition to anonymity, and includes a creator DAO model intended to improve incentives on crypto social platforms that have struggled with sustainable governance.

Nomura Holdings moved to curb risk at its Swiss crypto unit Laser Digital after third-quarter losses, with shares falling 6.7% on Monday and net income down 9.7% year-over-year to ¥91.6 billion for the quarter ended December 31. The firm also filed a U.S. national bank trust charter application on Tuesday, underscoring its long-term digital asset plans.

Ripple co-founder Chris Larsen and investor Tim Draper unveiled Grow California, a $40 million effort to elect moderate legislators and resist a union-backed wealth tax. The campaign began with $5 million from each founder in September and will target roughly a dozen state seats while emphasizing public safety, homelessness and budget discipline.