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At Consensus Hong Kong 2026, Sharplink Gaming's Chairman Joe Lubin and CEO Joseph Chalom discussed the evolution of digital asset treasuries into a unique institutional investment approach. They emphasized the strategic potential of ether-based digital asset treasuries (DATs) despite recent price declines. The executives framed DATs as a way for institutions to diversify and manage risks within their portfolios.

The political action committee Fairshake is investing $1.5 million to unseat Representative Al Green, a Democrat from Texas who has been a vocal critic of the cryptocurrency industry. The PAC aims to support a primary challenger against Green in the upcoming elections. This move reflects increasing political activism and financial influence from crypto interest groups targeting lawmaker opposition.

An Israeli reserve soldier faces prosecution for allegedly using classified military information to place bets on Polymarket's prediction markets focused on military operations. Authorities suspect a link to substantial winnings on bets related to Israel-Iran strikes in 2025, raising insider trading concerns. Polymarket has faced repeated scrutiny over the potential use of insider information on its platform amid investigations and FBI raids.

In January, companies with digital asset treasuries purchased a total of 43,230 BTC, valued at about $3.5 billion. Strategy was the dominant buyer, acquiring 40,150 BTC, which represents 93% of the total corporate holdings bought. Other corporate buyers collectively acquired 3,080 BTC during the same period.

Monero (XMR) has been in a bearish pattern since mid-January, forming a bear flag that signals a potential continuation of its downtrend. Despite some dip buying indicated by rising Money Flow Index and exchange outflows, buying strength remains weak against persistent selling pressure and declining positive social sentiment. Critical support levels near $308 and $276 hold short-term relevance, but failure to maintain these could see Monero plummet toward $135.

Aave Labs has submitted a governance proposal to adopt its Aave V4 protocol architecture as the core framework. The proposal includes routing 100% of Aave-branded product revenue to the Aave DAO treasury. Additionally, it requests one-year funding of $25 million in stablecoins and 75,000 AAVE tokens to support development, product enhancements, and go-to-market strategies.

Ethzilla has introduced the first tradable aviation asset tokenized on the Ethereum blockchain. The token is collateralized by Boeing 737-800 aircraft engines leased to leading U.S. air carriers. Utilizing its proprietary Tokenized Trust structure, Ethzilla aims to enable investors to gain exposure to aviation assets via blockchain technology.

Gate CEO Dr. Han confirmed that the cryptocurrency market is currently in a bear phase, with the total market capitalization dropping from $4 trillion to approximately $2.4 trillion and Bitcoin’s price falling sharply from its previous highs. He highlighted fast growth in crypto payment cards and expressed optimism about the Real-World Assets (RWA) and TradeFi sectors as possible catalysts for the next market breakout. According to Dr. Han, besides stablecoins, there is rapidly increasing assets under management in on-chain tokenized commodities and financial instruments such as gold, silver, forex, and stocks.

Aave Labs has introduced the 'Aave Will Win' proposal which suggests allocating 100% of the product revenue to the Aave DAO. This move comes in the context of ongoing disagreements within the Aave community regarding governance and control over the protocol's brand and core assets. The proposal aims to strengthen the DAO’s financial position amidst these internal conflicts.

Ethereum treasury company ETHZilla has launched a new tokenization project offering fractional ownership of leased jet engines via the Arbitrum network. The Eurus Aero Token I aims to provide accredited investors with around 11% targeted returns backed by leased aviation assets. Despite its recent share price dropping 31% over the past month, ETHZilla seeks to expand its business into other tokenized asset classes to bolster shareholder value amid declining Ethereum prices.

According to BitcoinTreasuries.net’s January 2026 report, Strategy (MSTR) accounted for 97.5% of net corporate Bitcoin buying last month, acquiring 40,150 BTC and holding 712,647 BTC total. Public companies collectively hold about 1.13 million BTC, with Strategy responsible for nearly two-thirds of that total. Despite market volatility and some miners turning net sellers, new corporate entrants continue to grow globally, though ownership concentration is rising.

Binance has acquired 4,545 Bitcoin worth $305 million for its Secure Asset Fund for Users (SAFU), increasing the total reserve to around 15,000 BTC valued at about $1 billion. The fund, previously held in stablecoins, is now fully converted to Bitcoin, signaling Binance's confidence in BTC as a long-term reserve asset despite recent market volatility. Experts note Bitcoin's potential for a new all-time high this year, aligned with a longer five-year growth trajectory.

Ark Invest CEO Cathie Wood presented Bitcoin as a hedge amid deflationary pressures spurred by AI and other advanced technologies. She argued that traditional financial systems are ill-prepared for the disruptive productivity shock caused by AI and robotics, leading to unprecedented deflationary conditions. Wood emphasized Bitcoin's decentralized nature and fixed supply as key defenses against both inflation and deflation risks.

Coinbase has reported technical problems impacting buy, sell, and transfer functions on its website, Coinbase.com. The company is actively investigating the issues and has reassured users that their assets remain secure. Users are advised to monitor official channels for updates.

CryptoQuant's analysis reveals that the latest Bitcoin decline ranks among the top five largest crashes in its history, comparable to the significant 2021 downturn. Such large-scale crashes are rare events for Bitcoin, highlighting the severity of the recent losses. The on-chain data platform emphasized that this drop is between the third and fifth biggest ever recorded.

Gold and silver prices dropped sharply as US financial stress intensified with record household debt and increased corporate bankruptcies. The metals’ sell-off comes amid signs of economic strain similar to those preceding past recessions, while Bitcoin also declined, failing to act as a safe-haven asset. Analysts are divided on whether the price correction signals a multi-year repricing or a temporary setback, as markets await potential Federal Reserve policy easing later in 2026.

Coinbase recently experienced a temporary service disruption preventing users from buying, selling, or transferring cryptocurrencies. The company confirmed the issue on social media, assuring that all user funds remain secure and the outage is being investigated. While users expressed frustration over interrupted trading, the problem is expected to be resolved quickly without financial loss.

Russia plans to deploy its digital ruble for trade transactions with BRICS countries, targeting a launch date of September 1. Despite low domestic demand from individuals, businesses, and banks, the digital ruble is seen primarily as an international project to facilitate cross-border trade. This initiative aligns with the broader trend among BRICS nations to adopt central bank digital currencies (CBDCs) for enhanced trade efficiency.

Nvidia is expected to report strong Q4 FY26 earnings with a projected 70% jump in EPS and revenue exceeding $65 billion. UBS analyst Timothy Arcuri raised his price target to $245, suggesting a 28% upside based on robust industry demand and upcoming Nvidia GTC event. Despite high stock valuation and recent sideways trading, Wall Street anticipates further growth driven by Nvidia's leadership in AI chips and strong supply chain dynamics.

Cardano has partnered with LayerZero to enable interoperability with over 160 blockchains and access to more than $80 billion in omnichain assets. The integration allows Cardano to bypass its architectural differences and connect with major ecosystems without requiring a change in its underlying model. While the partnership provides technical capabilities, Cardano’s ability to attract real liquidity and sustained DeFi growth remains uncertain and contingent on future adoption.