Analysts note that Bitcoin has fallen roughly 52% from its recent 2025 all-time high, a scale of correction they say resembles prior mid-cycle pullbacks rather than a full trend reversal. Some traders are watching a Daily Fair Value Gap above current prices as a potential target for a relief rally, while others still see downside risk toward zones such as $34,000. Volatility remains elevated, and market participants are closely tracking how price behaves in key liquidity areas before a clearer direction emerges.

China's central bank and seven other agencies have issued a joint notice prohibiting any domestic or foreign entity from issuing yuan-pegged stablecoins overseas without explicit approval. The measures, which also classify unauthorized offshore yuan token issuance as illegal financial activity, tighten control over capital flows and reinforce the primacy of the state-backed digital yuan over private stablecoins.

Bitwise Asset Management filed a Form S-1 registration statement with the U.S. SEC to launch the Bitwise Uniswap ETF, a trust-structured product intended to track the price of Uniswap's UNI governance token. The filing describes ETF-style infrastructure around trading, custody via Coinbase Custody, and a daily reference rate for valuation, testing whether a DeFi governance asset can align with public-market and regulatory standards.

Bitcoin's network hashrate has dropped about 12% since November, representing the steepest extended decline since 2021. A major U.S. winter storm strained power grids and led many large mining firms in affected regions to switch off equipment, temporarily reducing network security but setting up a lower difficulty adjustment that can improve margins for miners who remain online or restart later.

Bitcoin fell under key price levels in a move driven by forced unwinds of leveraged long positions rather than retail capitulation. The drop turned former supports into targets, with altcoins reacting more sharply and market structure described as reset, setting up a pivotal test of whether support can hold or fail next.

On January 29, 2026, the Trump administration restarted CLARITY talks involving U.S. regulators, banks, and crypto firms after a pause marked by regulatory gridlock and institutional caution. The agenda centers on practical coordination between traditional finance and digital asset markets, including custody, tokenization, and jurisdictional boundaries, as participants seek enforceable standards rather than deregulation. Outcomes from these discussions could influence how banks scale crypto services and how firms structure their operations in the U.S. market.

On January 28, 2026, Coinbase expanded its platform by rolling out Kalshi-powered prediction markets that are accessible in all 50 U.S. states. The exchange now allows users to trade contracts on real-world events using USD and USDC under a CFTC-regulated framework, positioning crypto venues closer to traditional, federally supervised financial markets.

On January 28, 2026, Nomura-backed Laser Digital submitted an application to the U.S. Office of the Comptroller of the Currency for a national trust bank charter. The firm aims to provide regulated digital asset custody, trading, and institutional services under a single federal framework rather than multiple state licenses. If approved, the charter would place Laser Digital among crypto institutions pursuing deeper integration with traditional financial infrastructure and formal federal oversight.

Google Trends data shows global searches for "how to buy gold" reached their highest level since records began in 2004, after gold moved above $5,000 per ounce. According to TechGaged.com analysis, interest rose through 2024 and early 2025, accelerated late 2025, and peaked at a score of 100 in December 2025 before easing in early 2026.