Coinbase Ventures has outlined eight priority investment sectors for 2026, focusing on real-world asset integration, AI-powered infrastructure, and next-generation DeFi protocols. The venture arm, which has deployed capital across 618 deals since 2018, expects the upcoming market phase to differ structurally from previous cycles.

Cardano has dropped to approximately $0.41, making it one of the weakest performers in the recent market downturn. The network's total value locked has fallen 36% to around $186 million. Founder Charles Hoskinson expects activity to pick up following the December launch of the Midnight sidechain.

Polymarket has obtained an Amended Order of Designation from the U.S. Commodity Futures Trading Commission, subjecting the prediction market platform to federal exchange regulations. The designation enables broker-intermediated access and introduces compliance infrastructure aligned with traditional U.S. financial systems. The platform will transition from direct on-chain trading to a broker-based model requiring intermediaries for market participation.

Exodus is acquiring W3C Corp for $175 million to transition from a wallet-focused company into a provider with integrated payment processing capabilities. The deal brings subsidiaries Monavate and Baanx under Exodus's control, enabling direct card issuance and transaction processing. The transaction is expected to close in 2026 pending regulatory approval.

Data shows wallets holding 100 BTC or more have increased by 91 since November 11, while addresses with 0.1 BTC or less continue declining. The divergence suggests accumulation by large investors during recent downward pressure. Historical patterns indicate such phases often precede broader market recoveries.

Bitcoin recovered above $87,000 after a sharp decline pushed its 14-day RSI to 22.65, a level historically linked to selling exhaustion. The asset now trades near $86,900 but remains below its 50-day and 200-day moving averages at $107,482 and $105,108. The Fear & Greed Index stands at 13, reflecting extreme market pessimism.

Strategy has reaffirmed its long-term Bitcoin strategy despite a sharp market correction. The firm holds 649,870 BTC purchased at an average of $74,430, maintaining roughly 16% profitability even as Bitcoin fell nearly 9% over the past week. The company's chairman restated the firm's commitment to its holdings, while MSTR stock declined toward the $170 level.

U.S. spot Bitcoin exchange-traded funds recorded outflows nearing $1.2 billion over the past week as Bitcoin declined to $82,000—a 33% drop from its early-October high above $126,000. November withdrawals are approaching $3.8 billion, nearing the worst monthly performance since these products launched nearly two years ago. The selling pressure coincides with reduced Federal Reserve rate-cut expectations and concerns over global economic stability.

Short-term Bitcoin holders are experiencing unprecedented unrealized losses, with approximately 99% of recently acquired coins trading below purchase price. The Fear & Greed Index has fallen to its lowest level in Bitcoin's history, below readings during the FTX collapse and COVID-19 crash. Institutional selling on Coinbase has reached record volumes, according to Capriole Investments founder Charles Edwards.