Six newly created anonymous wallets reportedly earned about $1.2 million on Polymarket by correctly betting on a U.S. strike on Iran just hours before it occurred on February 28. The trades, flagged by blockchain analysts as highly unusual, have intensified concerns over insider access to sensitive geopolitical information and prompted U.S. lawmakers to call for stricter prediction market oversight.

On Monday, Bitcoin stabilized above $65,000 after a volatile weekend marked by U.S. and Israeli strikes on Iran and retaliatory actions. As crude prices jumped and major U.S. equity futures fell, roughly $1.8 billion in crypto derivatives were sold within an hour and about $358.7 million in leveraged positions were liquidated. Bitcoin still traded near $65,900, down 1.7% over 24 hours but outperforming many altcoins, with the $64,000–$65,000 zone now seen as a key support area.

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.