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On January 1st, a16z crypto stated in its latest New Year forecast that 2026 will be a key year for the deep integration of crypto technology with finance, the internet, and legal systems. The 17 trends released show that the crypto industry is shifting from being "transaction-driven" to "infrastructure-driven." Key points include: · Stablecoins will see more efficient fiat on/off ramps and drive upgrades to banking ledgers and payment systems; · Tokenization of Real-World Assets (RWA) will develop in a more "native crypto" manner, with stablecoins becoming key infrastructure; · Crypto is reshaping wealth management, expanding from high-net-worth individuals to "accessible to all"; · Privacy is regarded as the most important long-term moat in the crypto space; · New paradigms such as decentralized, quantum-resistant communication and "Secrets-as-a-Service" will emerge; · AI will be widely used in serious research scenarios, and "Know Your Customer (KYC)" is evolving into "Know Your Agent (KYA)"; · New application forms like prediction markets and staked media are expected to expand their influence; · As legal frameworks gradually align with technical architectures, the full potential of blockchain can truly be unleashed. a16z crypto believes that transactions will no longer be the end point of crypto business, but merely a "transit station" toward a broader application ecosystem, with crypto becoming the underlying new primitive for the internet and financial systems.

[a16z Crypto Releases 17 Crypto Industry Trend Outlook for 2026]On January 1st, a16z crypto stated in its latest New Year forecast that 2026 will be a key year for the deep integration of crypto technology with finance, the internet, and legal systems. The 17 trends released show that the crypto industry is shifting from being "transaction-driven" to "infrastructure-driven." Key points include: · Stablecoins will see more efficient fiat on/off ramps and drive upgrades to banking ledgers and payment systems; · Tokenization of Real-World Assets (RWA) will develop in a more "native crypto" manner, with stablecoins becoming key infrastructure; · Crypto is reshaping wealth management, expanding from high-net-worth individuals to "accessible to all"; · Privacy is regarded as the most important long-term moat in the crypto space; · New paradigms such as decentralized, quantum-resistant communication and "Secrets-as-a-Service" will emerge; · AI will be widely used in serious research scenarios, and "Know Your Customer (KYC)" is evolving into "Know Your Agent (KYA)"; · New application forms like prediction markets and staked media are expected to expand their influence; · As legal frameworks gradually align with technical architectures, the full potential of blockchain can truly be unleashed. a16z crypto believes that transactions will no longer be the end point of crypto business, but merely a "transit station" toward a broader application ecosystem, with crypto becoming the underlying new primitive for the internet and financial systems.

a16z Crypto Releases 17 Crypto Industry Trend Outlook for 2026

&nbsp;according to the Financial Times, the UK and more than 40 other countries have implemented new tax regulatory rules for crypto assets. According to the Crypto-Asset Reporting Framework (CARF) established by the Organisation for Economic Co-operation and Development (OECD), major crypto exchanges are required to collect complete transaction records for UK users and report user transaction details and tax residency status to Her Majesty's Revenue and Customs (HMRC).

[More than 40 countries, including the UK, have implemented new cryptocurrency tax rules requiring exchanges to collect and report user transaction records.]&nbsp;according to the Financial Times, the UK and more than 40 other countries have implemented new tax regulatory rules for crypto assets. According to the Crypto-Asset Reporting Framework (CARF) established by the Organisation for Economic Co-operation and Development (OECD), major crypto exchanges are required to collect complete transaction records for UK users and report user transaction details and tax residency status to Her Majesty's Revenue and Customs (HMRC).

More than 40 countries, including the UK, have implemented new cryptocurrency tax rules requiring exchanges to collect and report user transaction records.

&nbsp;the Ethereum network performed strongly in 2025, processing a record volume of transactions and dominating the DeFi market (mainnet TVL accounted for 64%). However, the ETH price fell 10% throughout the year to below $3,000, decoupling from network activity. Because Ethereum proactively reduced transaction fees through technical upgrades to promote the growth of L2 networks and the expansion of the entire ecosystem, mainnet revenue declined significantly. In 2025, total L2 revenue fell 53% to $129 million, but fees paid to the mainnet sharply dropped to only $10 million, with L2 operators retaining about $119 million in profit. This means the Ethereum mainnet “sacrificed” over $100 million in potential revenue (a decrease of about $103 million compared to 2024) to subsidize ecosystem growth.

[Analysis: Ethereum "sacrificed" over $100 million in subsidies for ecosystem expansion in 2025.]&nbsp;the Ethereum network performed strongly in 2025, processing a record volume of transactions and dominating the DeFi market (mainnet TVL accounted for 64%). However, the ETH price fell 10% throughout the year to below $3,000, decoupling from network activity. Because Ethereum proactively reduced transaction fees through technical upgrades to promote the growth of L2 networks and the expansion of the entire ecosystem, mainnet revenue declined significantly. In 2025, total L2 revenue fell 53% to $129 million, but fees paid to the mainnet sharply dropped to only $10 million, with L2 operators retaining about $119 million in profit. This means the Ethereum mainnet “sacrificed” over $100 million in potential revenue (a decrease of about $103 million compared to 2024) to subsidize ecosystem growth.

Analysis: Ethereum "sacrificed" over $100 million in subsidies for ecosystem expansion in 2025.

according to Arkham data, 119 BTC (worth about 10.41 million USD) were transferred from multiple anonymous addresses to Wintermute.

[119 BTC were transferred to Wintertermute from multiple anonymous addresses, worth approximately $10.41 million.]according to Arkham data, 119 BTC (worth about 10.41 million USD) were transferred from multiple anonymous addresses to Wintermute.

119 BTC were transferred to Wintertermute from multiple anonymous addresses, worth approximately $10.41 million.

&nbsp;according to FarsideInvestors monitoring, the total net inflow of US Ethereum spot ETFs in 2025 is 9.6863 billion USD. The fund flow is dominated by strong inflows in the summer (July and August), positive throughout the year but with significant fluctuations, with increased outflows at the end of the year. The net fund flows for each month are as follows: January net inflow of 101.5 million USD; February net inflow of 60 million USD; March net outflow of 389 million USD; April net inflow of 66.1 million USD; May net inflow of 564.2 million USD; June net inflow of 1.1651 billion USD; July net inflow of 5.4309 billion USD; August net inflow of 3.8717 billion USD; September net inflow of 285.6 million USD; October net inflow of 570.1 million USD; November net outflow of 1.4236 billion USD; December net outflow of 616.3 million USD.

[In 2025, the total net inflow into US Ethereum spot ETFs was $9.6863 billion.]&nbsp;according to FarsideInvestors monitoring, the total net inflow of US Ethereum spot ETFs in 2025 is 9.6863 billion USD. The fund flow is dominated by strong inflows in the summer (July and August), positive throughout the year but with significant fluctuations, with increased outflows at the end of the year. The net fund flows for each month are as follows: January net inflow of 101.5 million USD; February net inflow of 60 million USD; March net outflow of 389 million USD; April net inflow of 66.1 million USD; May net inflow of 564.2 million USD; June net inflow of 1.1651 billion USD; July net inflow of 5.4309 billion USD; August net inflow of 3.8717 billion USD; September net inflow of 285.6 million USD; October net inflow of 570.1 million USD; November net outflow of 1.4236 billion USD; December net outflow of 616.3 million USD.

In 2025, the total net inflow into US Ethereum spot ETFs was $9.6863 billion.

according to AI Aunt's monitoring, the address 0xEa6…061EE recharged 8 million USDC margin to Hyperliquid in the past 5 hours, then opened long positions on: IP/XPL/STBL/MON/PUMP/GRIFFAIN/VVV/AIXBT/HEMI/MAVIA/STABLE, with positions ranging from 600,000 to 2 million USD, totaling 13.76 million USD in value, currently with an unrealized loss of 12,000 USD.

[A whale invested $8 million to go long on 11 altcoins, with a total position value of $13.76 million.]according to AI Aunt's monitoring, the address 0xEa6…061EE recharged 8 million USDC margin to Hyperliquid in the past 5 hours, then opened long positions on: IP/XPL/STBL/MON/PUMP/GRIFFAIN/VVV/AIXBT/HEMI/MAVIA/STABLE, with positions ranging from 600,000 to 2 million USD, totaling 13.76 million USD in value, currently with an unrealized loss of 12,000 USD.

A whale invested $8 million to go long on 11 altcoins, with a total position value of $13.76 million.

Tom Lee, Chairman of Ethereum treasury company BitMine, tweeted: "Silver has surged parabolically over the past month, and gold has surged parabolically over the past year. The gold trend leads cryptocurrencies. If these major commodity markets show such trends, who can still be skeptical about digital assets in 2026?"

[Tom Lee: Gold has seen a parabolic rise over the past year, leading the way for cryptocurrencies.]Tom Lee, Chairman of Ethereum treasury company BitMine, tweeted: "Silver has surged parabolically over the past month, and gold has surged parabolically over the past year. The gold trend leads cryptocurrencies. If these major commodity markets show such trends, who can still be skeptical about digital assets in 2026?"

Tom Lee: Gold has seen a parabolic rise over the past year, leading the way for cryptocurrencies.

U.S. Congressman Warren Davidson warns that the United States is sliding towards a licensed and tightly monitored financial system. He believes that the recently passed cryptocurrency legislation undermines the industry's original promise of permissionless private money. Warren Davidson posted on the X forum criticizing the stablecoin-focused GENIUS Act, stating that the bill will give rise to a wholesale version of the U.S. dollar central bank digital currency (CBDC), which could be used for "surveillance, coercion, and control." He also expressed concern that a digital identity system might be introduced in the future, forcing Americans to obtain government permission to use their own money.

[US Representative: Digital Identity and CBDC Could Turn the US into a "Surveillance Nation"]U.S. Congressman Warren Davidson warns that the United States is sliding towards a licensed and tightly monitored financial system. He believes that the recently passed cryptocurrency legislation undermines the industry's original promise of permissionless private money. Warren Davidson posted on the X forum criticizing the stablecoin-focused GENIUS Act, stating that the bill will give rise to a wholesale version of the U.S. dollar central bank digital currency (CBDC), which could be used for "surveillance, coercion, and control." He also expressed concern that a digital identity system might be introduced in the future, forcing Americans to obtain government permission to use their own money.

US Representative: Digital Identity and CBDC Could Turn the US into a "Surveillance Nation"

according to Farside Investors monitoring, yesterday the US Ethereum spot ETF had a net outflow of 72 million USD, including: Grayscale ETH net outflow of 32 million USD, BlackRock ETHA net outflow of 21.5 million USD.

[Yesterday, the US Ethereum spot ETF saw a net outflow of $72 million.]according to Farside Investors monitoring, yesterday the US Ethereum spot ETF had a net outflow of 72 million USD, including: Grayscale ETH net outflow of 32 million USD, BlackRock ETHA net outflow of 21.5 million USD.

Yesterday, the US Ethereum spot ETF saw a net outflow of $72 million.

Huobi Global data showed that BTC fell below 19000  USDT and is now at 18995.11 USDT, with a decrease of 0.98% in 24H.

[BTC fell below 19000  USDT] Huobi Global data showed that BTC fell below 19000  USDT and is now at 18995.11 USDT, with a decrease of 0.98% in 24H.

BTC fell below 19000  USDT

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BTC fell below 19000 USDT

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