On Jan. 5, Ledger informed customers that a breach at its third‑party payment processor Global‑e exposed names, contact details, and order information, while leaving hardware wallets, passwords, and 24‑word recovery phrases untouched. Although no crypto assets were directly compromised, past incidents show that such personal data dumps can fuel long‑running phishing, extortion, and even physical robbery attempts that target confirmed hardware wallet owners. The latest leak renews scrutiny of the broader commerce infrastructure around self‑custody and highlights the offline risks created when shipping and billing data is linked to crypto holdings.

On Jan. 5, Bitcoin crossed $94,000, its highest since Dec. 10, after a 24‑hour rally lifted crypto market value by nearly $100 billion. US spot Bitcoin ETFs saw $471 million net inflows on Jan. 2, options open interest on Deribit approached $1.45 billion, and CoinGlass recorded $438 million in short liquidations.

Wintermute transferred a net 1,213 BTC, about $107 million, to Binance on Dec. 31, 2025 during thin liquidity. Further net deposits continued on Jan. 1 and Jan. 2, while the alleged urgent accumulation ahead of the Jan. 2 Fed announcement was not supported by the day’s net flows. Records indicate inventory distribution rather than directional buying.

On-chain investigator ZachXBT reported hundreds of MetaMask users across multiple EVM networks had small balances siphoned by a phishing campaign, with aggregate losses surpassing $107,000. Victims typically approved malicious contracts after a MetaMask-themed email, and revoking allowances via MetaMask Portfolio, Revoke.cash, or Etherscan's approvals tools can help limit further exposure.

On Dec. 30, Bitwise filed with the US SEC for 11 single-token "strategy" ETFs tied to Aave, Uniswap, Zcash, NEAR, Starknet, Sui, Bittensor, Tron, and others. Each proposes about 60% in the underlying asset with the remainder in related ETPs and derivatives, targeting a March 16, 2026 effective date. Markets saw limited reaction amid generic SEC listing standards.

XRP balances on exchanges fell to an eight-year low in late December, reviving debate over whether scarce supply foreshadows upside or just thinner liquidity. Binance's XRP reserves slid to roughly 2.6–2.7 billion in mid-December 2025, levels last seen in July 2024, with prior troughs often followed by months of choppy or lower prices.

On Dec. 24, U.S.-listed spot Bitcoin ETFs posted about $175 million in net outflows, capping five consecutive negative sessions. Data from Farside Investors and CoinShares indicates the cohort still holds roughly $113.8 billion in assets, has accumulated nearly $56.9 billion in net inflows since Jan. 2024, and recent weekly and monthly tallies show sizable global inflows even amid rotations.

Sentiment gauges show extreme fear, with the Crypto Fear & Greed Index recording fear or extreme fear for more than 30% of 2025. Since mid-November, other trackers have read 10–25 out of 100, while Bitcoin fell about 30% after an October all-time high near $126,000 and many large altcoins slid up to 90% from their highs.

On Dec. 18, David Sacks said Sens. Tim Scott and John Boozman confirmed a CLARITY Act markup for January 2026. The article notes that key DeFi sections and the definition of "security" remain bracketed in Senate drafts, and most rules would be written over 360 days to 18 months after enactment.