In Q4 2025, Chainlink’s network reached a record $70 billion in total value secured while its Grayscale ETF GLNK recorded $4.05 million in inflows, even as broader crypto ETFs saw heavy outflows. Over the same period, Ethereum and Dogecoin spot ETFs faced significant redemptions, underscoring how institutions appear to be rotating capital toward Chainlink as it deepens its role in DeFi and global stablecoin infrastructure.

Bitcoin-focused firms have been adding BTC to their treasuries while capital shifts toward AI-related legacy assets. American Bitcoin increased its holdings to 5,843 BTC with a 137% treasury jump, even as Bitcoin fell to $88k and ABTC sat on about $100 million in unrealized losses. At the same time, Bitmine has staked over 2.33 million ETH, contributing to a record 36 million ETH staked, which supports a resilient market narrative and aligns with a longer-term “crypto capital” vision.

In 2025, Bitcoin has come under pressure as capital shifts toward metals, even as the U.S. dollar weakens and risk assets typically benefit. Over roughly 13 months, silver has gained about 270% while Bitcoin has fallen 11%, and the BTC/Gold ratio has dropped to a multi-year low of 17.35/oz. Analysts link this divergence to AI-related investment, with AI data center spending rising 14% to over $270 billion and expectations that copper demand for AI infrastructure could jump 127% to 2.5 million tonnes by 2040.

As January draws to a close, Bitcoin is navigating rising volatility tied to five macro data releases on 27 January and an FOMC meeting on 28 January, alongside a scheduled speech by U.S. President Donald Trump. With ETF outflows, weak spot demand, and a tight $85k–$90k trading range, leveraged positioning and a 70% long skew on Binance leave BTC vulnerable to sharp swings. This combination raises the risk that Bitcoin's monthly return turns negative for the first time since the 2022 bear market.

ASTER fell 3% over the week to a new low of $0.50 after losing the $0.60 support, extending its 2026 decline to 5%. Following a post on X by Binance founder CZ about staking ASTER, the token jumped 5% in a day to $0.66, while around 97% of supply remains concentrated among the top 100 holders. Traders are now watching whether ASTER can break the $0.70 level in the coming trading sessions to confirm sustained momentum rather than a short-lived spike.

In early 2026, WLFI's native stablecoin USD1 climbed past $4 billion in market cap, overtaking PYUSD and securing a 1.2% share of the $315 billion stablecoin sector. WLFI has risen 25% year-to-date and about 8% over the week, with price now testing resistance near $0.20 as liquidity concentrates on Ethereum and BNB Smart Chain.

Bitcoin retreated from a near-$97k high to roughly $90k as nearly $1.8 billion flowed out of ETFs in under a week and on-chain net realized profit/loss turned negative. GameStop moved 100% of its BTC to Coinbase Prime, while figures like CZ and RR2Capital continue to promote a potential "supercycle" into 2026.

DOGE slipped nearly 15% over six sessions, then recovered about 9%, with $0.15 acting as firm resistance and $0.13 under scrutiny as support. According to WhaleAlerts, a wallet moved 500 million DOGE to Binance, adding focus on whale behavior. TradingView shows repeated failures at $0.15, including an attempt 10 days ago.

BMNR is pursuing a 5% share of Ethereum’s supply and says it manages large ETH holdings with staking income, alongside a $200 million investment in Beast Industries. Analysts highlight recent multi‑million ETH buys and structural demand from Digital Asset Treasuries as they discuss a potential path toward a $12,000 year‑end price versus a $3,500 high.