NVIDIA reported record fourth-quarter revenue of $68.1 billion and full fiscal year 2026 sales of $215.9 billion, led by data center demand. The company guided about $78 billion for Q1 FY2027 and returned $41.1 billion to shareholders. After the release, CoinGecko said crypto market capitalization rose 3.7% over the past 24 hours on Thursday.

Peter Thiel has exited ETHZilla, cutting his roughly 7.5% position to 0% by the end of 2025, according to an SEC filing. In December 2025, ETHZilla sold 24,291 ETH for $74.5 million to repay debt and pivot toward real-world asset tokenization, after which its stock fell 8.7% to $6.30 and Pomerantz LLP opened a securities probe.

After a sharp weekend drop below $75,000, Bitcoin bounced back toward $79,000 on Tuesday, supported by renewed net inflows of about $561.9 million into US spot ETFs. Despite this short-term relief and broader altcoin gains, on-chain indicators showing roughly 44% of supply in loss suggest mounting structural weakness and the risk of an extended bear phase.

In 2025, decentralized physical infrastructure networks (DePIN) reached an estimated $10 billion market capitalization while generating $72 million in on-chain revenue, according to Messari's State of DePIN 2025 report. Despite this measurable growth and roughly $1 billion in private funding for early-stage startups, many leading DePIN tokens traded at significantly lower revenue multiples than during the 2021 cycle. The report notes that some networks continued to grow usage-based revenue even as token prices fell across much of the sector.

U.S. spot Bitcoin ETFs were approved in January 2024, and since then Bitcoin hasn't tested Binance's $62,000 Reserve Realized Price. On January 28, 2026, CryptoQuant warned that fading retail participation and tighter liquidity could threaten the near-term market structure as BTC approaches that key on-chain level.

Artemis's January 15, 2026 report finds crypto cards processing >$1.5 billion per month, translating to an annualized $18 billion market. The sector grew from ~$100 million monthly in early 2023, with Visa accounting for over 90% of on-chain volume and data tracked through August 2025.

Bitwise's CLNK spot ETF launched on NYSE Arca on January 14 with about $2.59 million in first‑day inflows, while on‑chain whales moved LINK off exchanges. Despite accumulation, LINK eased from $14.36 to $13.90 on January 15, hovering below $14 as technicians watched $13.0–$13.2 support and the $14.20 pivot.

Analysts @TheRealPlanC and @TechDev_52 argue Bitcoin's bull phase is tracking prior cycles but is 12–18 months delayed. A business-cycle momentum signal flipped in October 2025, a setup last seen before rallies in 2016 and 2020, pointing to a potential cycle peak in 2026–2027.

U.S. spot Bitcoin ETFs logged $457 million in net inflows in one day, with Fidelity and BlackRock products driving most of the demand as total ETF assets climbed above $112 billion. At the same time, options data shows implied volatility around 44% and persistent put skew ahead of Bitcoin's largest-ever options expiry, signaling traders are hedging for downside and more contained near-term price swings.