# Q1 2026 Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Q1 2026", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Ethereum 2026 Q1 Review: On-Chain Activity Hits Record Highs, Tokenized Assets Lead the Industry

Ethereum Q1 2026 Review: Record On-Chain Activity, Tokenized Assets Lead the Industry. Despite a price correction impacting USD-denominated metrics, Ethereum's on-chain usage hit all-time highs in Q1 2026. Monthly active addresses surged 85.9% year-over-year to 13.2 million, while L1 transactions and throughput also set new records. This growth occurred alongside a significant 47.9% quarterly drop in L1 transaction fees, demonstrating the impact of network scaling via upgrades like the Blob Parameter Fork. The ecosystem maintained its dominance in decentralized finance (DeFi), holding 71% of the total value locked among top chains and 79.2% of active borrowing. Ethereum solidified its position as the primary platform for tokenized real-world assets (RWAs), with a total market cap of $203.4B. It holds leading shares in stablecoins (61.8%), tokenized funds (73%), and tokenized commodities (84%) across major chains. Key developments included the ERC-8004 standard for AI agents and heightened institutional engagement at forums. Major financial institutions like BlackRock, JPMorgan, and a European banking consortium announced new tokenized products on Ethereum throughout the period. The report draws parallels to the early internet, suggesting Ethereum is sacrificing short-term fee revenue for long-term network expansion and adoption. Its strategy focuses on becoming a neutral, open settlement layer for global finance, with scaling roadmaps aiming for tens of thousands of TPS by 2029.

marsbit06/18 09:52

Ethereum 2026 Q1 Review: On-Chain Activity Hits Record Highs, Tokenized Assets Lead the Industry

marsbit06/18 09:52

Ethereum Q1 2026 Review: On-chain Activity Hits New Highs, Tokenized Assets Lead the Industry

Ethereum Q1 2026 Review: Chain Activity Hits Record High, Tokenized Assets Lead the Industry In Q1 2026, the Ethereum ecosystem displayed a dual narrative: record-high on-chain activity coincided with declining USD-denominated metrics. User adoption surged, with monthly active addresses reaching 13.2 million (up 53.5% QoQ) and layer-1 transactions hitting 200.4 million (up 38% QoQ). However, the total value locked (TVL) decreased 11% to $316.2B, and protocol revenue fell 16.9% to $2.0B, largely due to a broader crypto market downturn. Tokenized assets emerged as a key strength. Their total market cap reached $203.4B, with significant growth in tokenized funds (+73.1% YoY) and commodities (+325.9% YoY). Ethereum dominated cross-chain comparisons, holding over 61% of stablecoin value and 84% of tokenized commodities value among top chains. A major development was the impact of network scaling. The "Blob" upgrade significantly increased data capacity, causing average transaction fees on layer-1 to plummet 47.9% QoQ despite higher usage. This demonstrates the "Jevons Paradox" in action: cheaper block space stimulates demand. The report highlights Ethereum's established position as the primary settlement layer for institutional tokenization, evidenced by new fund launches from giants like BlackRock and JPMorgan in May. Analysts draw parallels between Ethereum's current stage and the internet in the mid-1990s, suggesting its open, neutral network is poised to become the foundational infrastructure for global finance, outcompeting closed, private alternatives.

Foresight News06/18 09:07

Ethereum Q1 2026 Review: On-chain Activity Hits New Highs, Tokenized Assets Lead the Industry

Foresight News06/18 09:07

Crypto Report Card: How Institutional Investors Allocated Capital In Q1 2026

In Q1 2026, institutional investors exhibited mixed strategies amid a volatile crypto market where Bitcoin fell to around $62,000 in early February. Notable moves included Abu Dhabi’s Mubadala Investment Company significantly increasing its stake in BlackRock's iShares Bitcoin Trust (IBIT), with holdings reaching about $566 million. Several traditional financial institutions, such as the Royal Bank of Canada and Barclays, also expanded crypto exposure while hedging risks with options. In contrast, Harvard University’s endowment fund continued reducing its IBIT position, cutting it by 43% and liquidating its Ether ETF holdings entirely. Other Ivy League endowments like Brown and Dartmouth held steady, though Dartmouth shifted its Ether exposure into a staking ETF and entered a new position in a Solana ETF. Overall, institutional activity suggests many viewed the market’s underperformance as a buying opportunity rather than a loss of long-term faith. The crypto market cap stood at approximately $2.57 trillion, down over 12% year-to-date in 2026.

bitcoinist05/17 17:19

Crypto Report Card: How Institutional Investors Allocated Capital In Q1 2026

bitcoinist05/17 17:19

Coinbase Posts $394 Million Loss In Q1 2026 — And The Worst May Not Be Over

Coinbase reported a net loss of $394 million for Q1 2026, a sharp reversal from a $65.6 million profit a year ago. This missed analyst expectations as total revenue fell 30.5% to $1.41 billion, largely driven by a 23% decline in transaction revenue due to lower crypto trading volumes and prices. A significant factor was $482 million in unrealized losses on crypto holdings, primarily linked to Bitcoin's price drop. Excluding that, the adjusted net loss was $46 million. While subscription and services revenue remained strong at $584 million and adjusted EBITDA was positive, the results highlight the exchange's continued sensitivity to crypto market cycles. This follows recent workforce reductions and shows operating margin collapsing to -1.5%. The quarter underscores that despite its institutional standing, Coinbase's path to durable profitability remains tied to volatile crypto market conditions.

bitcoinist05/08 11:05

Coinbase Posts $394 Million Loss In Q1 2026 — And The Worst May Not Be Over

bitcoinist05/08 11:05

Here’s How Much Michael Saylor’s Strategy Has Lost On Bitcoin

Michael Saylor's company, Strategy (formerly MicroStrategy), has incurred massive losses on its multi-billion dollar Bitcoin bet. According to its Q1 2026 filing, the company's Bitcoin holdings lost over $14 billion in value during the quarter. Despite this, the firm continued its aggressive accumulation strategy, spending over $7 billion to purchase an additional 89,000 BTC. This brought its total expenditure on Bitcoin to over $57 billion. The company has since made further purchases, with its total spend now at $58.02 billion. However, with a cost basis of $75,644 per coin, its entire holdings remain underwater as long as the Bitcoin price stays below that level. The company's stock price has also fallen by more than 50% from its 2025 peak. Saylor has stated the company has no plans to sell and will continue to accumulate Bitcoin.

bitcoinist04/09 13:32

Here’s How Much Michael Saylor’s Strategy Has Lost On Bitcoin

bitcoinist04/09 13:32

Why analysts say Q1 2026 crypto rally is back on the table!

Coinbase analysts are optimistic about a crypto market recovery in early 2026, noting that the December sell-off has ended and systemic leverage has dropped significantly. This reset, alongside renewed inflows into Bitcoin and Ethereum ETFs, suggests rising institutional interest. On-chain data from Glassnode shows an 82% drop in selling pressure, while improved macro liquidity conditions—including a positive shift in the Fed balance sheet and potential stimulus measures—support a bullish outlook. Bitfinex whale positioning also indicates potential upward momentum for BTC, which could positively impact altcoins. Key upcoming events like inflation data and crypto legislation may influence the recovery trajectory.

ambcrypto01/09 11:02

Why analysts say Q1 2026 crypto rally is back on the table!

ambcrypto01/09 11:02

Binance Coin: Can $1.2B BNB burn trigger a rally in Q1 2026?

Binance Coin (BNB) is poised for a potential rally in Q1 2026, driven by a significant token burn and robust on-chain activity. Over $1.2 billion worth of BNB, approximately 1.374 million tokens, is scheduled to be burned, reducing the circulating supply by about 1%. This reduction is considered bullish if met with sufficient demand. Additionally, BNB Chain leads all EVM chains in active addresses, with a record 2.63 million, and its stablecoin supply has surged to nearly $16 billion, indicating strong liquidity and capital injection. Despite BNB's price trading sideways since mid-December and facing bearish momentum on the MACD indicator, the combination of reduced supply and increased chain activity could catalyze a breakout above the $921 resistance level. However, broader market sentiment remains a critical factor for this bullish outlook.

ambcrypto01/09 08:02

Binance Coin: Can $1.2B BNB burn trigger a rally in Q1 2026?

ambcrypto01/09 08:02

Can Bitcoin’s price rally swiftly to $100K in January 2026?

Bitcoin's price faced rejection near the $94k-$96k range, halting its January 2026 rebound after initial institutional inflows of over $1 billion drove BTC from $87.5k to $94.7k. At press time, BTC dropped to $90k, with some analysts suggesting a further correction to $80k is possible. Despite this, institutional players show strong interest in $100k calls, indicating expectations of a Q1 relief rally. Analysts cite historical trends, noting BTC has never had two consecutive down years, and predict a potential surge to $130k in Q1 2026 if capital rotates from cooling gold and silver rallies. Key catalysts include regulatory developments and equity market stability, though risks remain. Most expectations point to a $100k reclaim by March or April rather than January.

ambcrypto01/08 06:02

Can Bitcoin’s price rally swiftly to $100K in January 2026?

ambcrypto01/08 06:02

Altcoin Season In Q1? Bitcoin, Ethereum Breakdown Maps Out Performance

A crypto market expert predicts a strong altcoin season in Q1 2026, driven by Bitcoin's bearish consolidation and Ethereum's recovery. Analyst 'ChainHub' notes that Bitcoin's distribution phase ended earlier than expected, with a potential price top around $107,000–$108,000, well below its previous all-time high. While Bitcoin remains bearish, its declining dominance may allow altcoins to lead. Ethereum shows mixed signals but could reach new highs near $5,000–$5,500. The ETH/Silver ratio indicates a shift from precious metals to crypto. Altcoins like Dogecoin and SUI have already found bottoms, with Total3 and others expected to drive the rally, potentially exceeding previous highs from summer 2025.

bitcoinist01/07 20:02

Altcoin Season In Q1? Bitcoin, Ethereum Breakdown Maps Out Performance

bitcoinist01/07 20:02

Chainlink vs. Filecoin: Which AI token has the stronger setup for Q1 2026?

Santiment reported that Filecoin (FIL) led AI and big data tokens in development activity, followed by Chainlink (LINK) and Internet Computer (ICP). High development activity often correlates with increased adoption and demand. Both tokens showed bullish potential: FIL rallied 19.5% in a week, with analysts noting its history of strong Q1 rallies. LINK saw accumulation by large wallets and its reserve added 94k tokens. Technically, FIL's structure was mixed; it remained in a longer-term bearish trend, with $3 as a key resistance. LINK had a bullish weekly swing structure but bearish internal momentum. Neither token has a clear advantage; both face dominant selling pressure. Investors should be cautious, set clear invalidation levels, and manage risk carefully in the shaky altcoin market.

ambcrypto01/03 21:11

Chainlink vs. Filecoin: Which AI token has the stronger setup for Q1 2026?

ambcrypto01/03 21:11

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