On January 30, 2026, Binance released its analysis of the October 10 crypto market crash, attributing the steep sell-off to a macroeconomic shock colliding with fragile market structure and heavy leverage. The exchange argued that risk-off sentiment, cascading derivatives liquidations, market maker withdrawals, and Ethereum network congestion drove the move, rather than any core platform failure or depeg events. Binance acknowledged limited internal frictions, including delayed internal transfers and irregular token index behavior, but maintained these did not trigger the broader downturn.

On January 30, 2026, CryptoQuant reported that short-term Bitcoin holders moved about 35,100 BTC to exchanges within 24 hours while sitting on unrealized losses. The firm noted this inflow often reflects market stress and near-term sell pressure, though a transfer does not necessarily mean the coins were immediately sold.

On January 29, 2026, Tesla's 2025 Q4 financial report showed the company still holds 11,509 BTC, valued around $1 billion at recent prices. The filing also detailed a $2 billion investment into xAI and confirmed Model S and Model X production is resuming. The update highlights capital allocation across Bitcoin, AI, and core EVs.

On January 28, 2026, Kim Ung-Yong argued that Bitcoin may be moving away from its historically referenced four-year halving cycle toward a much longer structural supercycle. He suggests Bitcoin's price behavior is increasingly shaped by long-term adoption, institutional integration, and macroeconomic dynamics rather than repetitive boom-and-bust patterns. Under this view, timing market tops and bottoms becomes harder, and sustained trends in Bitcoin's role in the financial system may matter more than short-term cycles.

On January 23, 2026, Ray Dalio warned that the global monetary order is structurally weakening as fiat money and sovereign debt lose credibility as stores of value. He highlighted central banks diversifying reserves and gold’s relative strength over the past year. A January 24, 2026 analysis echoed his view of a prolonged transition.

On January 23, 2026, on-chain analytics firm Santiment published a list of the ten tokens with the strongest increase in whale activity over the previous seven days. The ranking features assets such as Cronos, Bitget Token, stablecoins like USDC, DAI and USD0, and infrastructure tokens including LayerZero and Mantle. The data highlights growing multi-chain capital flows and suggests that large holders are prioritizing liquidity, flexibility and ecosystem positioning over direct speculative moves.

On January 22, 2026, global governments were described as increasingly using blockchain-inspired infrastructure while carefully avoiding crypto terminology. Authorities are adopting distributed ledgers, append-only records, and verifiable credentials for registries, identity, and financial instruments, often through permissioned systems and digital modernization programs. This reframing allows states to gain blockchain's operational benefits while minimizing political, regulatory, and reputational risk tied to public tokens.

On January 22, 2026, crypto-focused Twitter accounts amplified unverified claims that major regions are selling US Treasuries at scale, citing Europe $150.2B, China $105.8B, and India $56.2B. The figures are not officially confirmed. Rising yields and tighter liquidity could pressure risk assets, with crypto seen as especially sensitive.

On January 22, 2026, Bitwise said the crypto market likely set a bear‑market bottom in Q4 2025, citing stronger fundamentals despite weak prices. The firm highlights record on‑chain activity, rising sector revenues, and stablecoins surpassing $300 billion in market cap, drawing parallels to early 2023.