Bitcoin has held above $80k for nearly 60 days, a setup that previously preceded breakouts since 2023. A 60-day price coil and a CFGI 30/90-day crossover in early 2026 point to a possible rally, while a trader sees scope for $107k; momentum remains above neutral.

Swissblock said a key market-cycle gauge for Ethereum has shifted to "predominance," echoing leadership seen in Q2 2025. Staked supply has reached 47% (77.85 million ETH) as BitMine added 1.7 million ETH worth $5.56 billion in recent weeks. CoinShares also noted $496 million of ETH inflows into U.S. spot ETFs last week.

Tokenized stocks have grown to a market size of $867 million in under a year, edging toward $1 billion as monthly transfer volume hits $2.3 billion and holders reach 159,000. Coinbase CEO Brian Armstrong remains optimistic about on-chain equities despite controversy over the Senate's CLARITY Act, while BNB Chain has recently overtaken Solana as the leading settlement layer for these assets.

Ethereum co-founder Vitalik Buterin said that in 2026 the network will work to restore "lost ground" in areas such as self-sovereignty, privacy, and user experience. He pointed to progress in institutional and retail privacy tools like Railgun and highlighted growing execution client diversity, with Geth's dominance reduced and alternatives like Nethermind and Besu gaining share.

The U.S. Senate Judiciary Committee, led by Chuck Grassley and Dick Durbin, has urged Senate Banking leaders to reject DeFi developer exemptions in the broader crypto market structure bill that includes the CLARITY Act and BRCA. Lawmakers warned the changes could weaken key criminal code tools used by the Department of Justice, while the bill also faces setbacks after Coinbase withdrew support over issues such as a ban on stablecoin rewards.

Three House Democrats wrote to SEC Chair Paul Atkins urging enforcement against Tron founder Justin Sun. They allege Sun contributed at least $75 million to WLFI between late 2025 and early 2026 and that his case was stayed in February 2025, framing a pay-to-play pattern; TRX rose 2.6% on 15 January.

Ethereum is up 14% in 2026, with a major leg on 13 January after a softer U.S. inflation print and President Donald Trump's push for rate cuts. According to Garret Bullish, a self-described White House whale, ETH could target $5,413 in a base case or $7,155 in an aggressive scenario under an Elliott Wave framework. Standard Chartered and other analysts also outline a path for ETH to outperform BTC.

Following December's governance turmoil, Aave fell 20% to $143 and over $500 million was wiped from its market value, while the top 100 addresses increased their holdings to 12.92 million AAVE, or about 80% of supply. At the same time, exchange balances and selling pressure have eased, and if price reclaims the $174 50-day moving average and holds $160 support, analysts see room for a potential move toward $210-$220.

Lawmakers are reportedly considering limits on stablecoin yields during bipartisan talks on a U.S. crypto market structure bill set for markup on 15 January. Industry figures including Galaxy’s Mike Novogratz and VC Nic Carter have criticized the idea, with Carter suggesting the sector might be better off without the bill if rewards are curbed. The bill needs support from 7‑10 Democrats to clear the Senate Banking Committee, and a failed vote could make another attempt in 2026 difficult.