Crypto Market Slides as Bitcoin ETF Outflows and Token Unlocks Weigh on Sentiment
I. Crypto Market Overview
Total Market Trading Volume
Altcoin Season Index
27.27%
Quarterly Percentile
Total Futures Market Open Interest
1.
The Federal Reserve is expected to keep interest rates unchanged this week, maintaining the current 3.50%-3.75% range. This policy stability is likely to sustain current liquidity conditions, impacting Bitcoin and DeFi market risk appetite.
Former President Trump has threatened 100% tariffs on Canadian imports due to Canada’s trade deal with China, raising fears of a renewed trade war. Such trade tensions could increase volatility in crypto markets and drive safe-haven flows into Bitcoin and gold.
Spot gold has broken above $5,000 per ounce for the first time, driven by central bank demand and macroeconomic uncertainty. This surge highlights increased risk aversion and may boost Bitcoin’s narrative as digital gold.
4.
India’s upcoming 2026 budget is expected to focus on fiscal consolidation and capex, with a projected fiscal deficit of 4.2%-4.4% of GDP. Prudent fiscal policy could support INR stability and influence capital flows into Indian crypto markets.
Nine major European banks plan to launch a euro-pegged stablecoin via Qivalis in H2 2026, aiming to enhance cross-border payments and reduce reliance on USD stablecoins. This move could shift stablecoin liquidity and settlement flows in DeFi.
Cryptocurrency Regulatory Trends
Nine major European banks, including ING and UniCredit, have formed a consortium to launch a euro-pegged stablecoin via Qivalis, aiming for regulatory approval and a launch in H2 2026, signaling increased regulatory focus on stablecoins in Europe.
Japan will reclassify XRP as a regulated financial product by Q2 2026, subjecting it to stricter oversight and compliance, which may enhance investor protection and institutional participation in the Japanese crypto market.
South Korea’s Coinone, the third largest crypto exchange, is up for sale amid ongoing regulatory tightening and increased scrutiny of local exchanges, potentially impacting market structure and investor confidence.
The U.S. CFTC, under Chair Mike Selig, is advancing ‘Crypto Sprint’ and ‘Future-Proof’ initiatives to modernize digital asset regulations, aiming to balance innovation with market integrity and reinforce the U.S. as a global crypto leader.
5.
Nigeria’s Quidax exchange has shut down its P2P trading platform due to regulatory uncertainty and stricter capital requirements, reflecting growing enforcement and compliance demands in African crypto markets.
Canton Network (CC): Trading volume surged 69% to $19.1M as CC maintained a $5.59B market cap, driven by growing institutional adoption of on-chain traditional assets and steady price consolidation above $0.14.
Flare (FLR): 24-hour volume jumped 71% to $5.01M with price up 1.96%, fueled by the launch of the ProofRails builder bounty and expanding cross-chain payment infrastructure on Flare Network.
PUMP.fun (PUMP): 24-hour volume reached $207.56M, up 25%, as PUMP launched a $3M fund for startups and reported $637M in annual protocol revenue, boosting trader interest and liquidity.
Strategy (formerly MicroStrategy) acquired 22,305 BTC for $2.13 billion between January 12-18, 2026, raising its total Bitcoin holdings to 709,715 BTC, with a total cost of $53.92 billion.
Bitcoin whale wallets holding over 1,000 BTC increased their collective holdings by 104,340 BTC, reaching a four-month high of 7.17 million BTC, as daily $1M+ transfers surged to a two-month peak.
3.
U.S. spot Bitcoin ETFs recorded $1.33 billion in net outflows during the past week, marking the largest weekly redemption since February 2025, with BlackRock’s IBIT leading with $537 million in outflows.
GameStop transferred 4,710 BTC worth approximately $420 million to Coinbase Prime, sparking speculation of a potential exit from its Bitcoin treasury strategy amid a possible $75-85 million loss.
ARK Invest increased its exposure to crypto equities by purchasing $9.4 million in Coinbase shares and investing $9.2 million in Circle and $3.2 million in Bullish, despite ongoing market volatility.
BlockDAG presale ends; MIRA, SAHARA, and BLAST tokens unlock, with MIRA releasing $822K, SAHARA $5.48M, and BLAST $779K.
Federal Reserve begins two-day FOMC meeting; Australia releases December CPI data; XRP Ledger mainnet amendments activate, node upgrade deadline.
Federal Reserve announces FOMC interest rate decision, expected to keep rates at 3.5-3.75%; GRASS unlocks 181M tokens to early investors; 140M token unlock event.
US initial jobless claims data released; TREE unlocks $8.34M in tokens, 39.41% of supply.
US December PPI and Eurozone Q4 GDP data released; Kamino unlocks 229M tokens ($10.4M), 3.68% of supply; Aptos unlocks 11M APT tokens.
Support for FIGHT/USDT futures with up to 20x leverage
Support for SPACE/USDT futures with up to 20x leverage
Support for ELSA/USDT futures with up to 20x leverage
Support for SKR/USDT futures with up to 20x leverage
Support for ACU/USDT futures with up to 20x leverage
Participate in trading ACU, SKR, and ELSA to share a total of 30,000 USDT rewards.
Trade a minimum of $100 to unlock a guaranteed $1,000 bonus on every spin.
Invest in ATOM to earn up to 15.72% annual percentage yield.
Join the trading of FRAX and SPORTFUN to share a pool of 30,000 USDT.
Double your profits and receive loss rebates while sharing a total of $200,000.
