Jan 1-4 2026: Capital Inflow Drives Market Cap Growth, Solana and Base Ecosystems Show Strong Performance
Market Overview
-
Global Market Cap: $3.22 Trillion (up 5.23% WoW).
-
BTC Dominance: 56.95% (Market Cap: $1.83 Trillion).
-
Fear & Greed Index: 27 (Fear), indicating that while the market is recovering, sentiment remains cautious.
-
ETF Capital Flows:
-
BTC ETFs: Weekly net inflow of $459 Million (Cumulative inflow: $57.08 Billion).
-
ETH ETFs: Weekly net inflow of $161 Million (Cumulative inflow: $12.5 Billion).
-
Capital Flows & Stablecoins
-
Total Market Cap: $312 Billion (slight decrease of 0.32%).
-
Competitive Landscape: USDT (59.9%) leads the market, followed by USDC (24.2%).
-
New Supply: 2.111 Billion newly issued this week (USDC 1.111B, USDT 1B), providing a clear signal of capital entry.
On-Chain Ecosystem Performance
1. DeFi Overview
-
Total TVL: $124.3 Billion (up 5.16%).
2. Layer 1 Activity
-
Solana: The strongest performer, with on-chain DEX volume surging 45.5% and daily active addresses growing by 9.5%.
-
Sui: TVL grew by 7.6%, ranking among the top gainers.
-
BNB Chain/Aptos: Experienced significant pullbacks in both trading volume and user activity.
3. Layer 2 Dynamics
-
Total TVL: $37.91 Billion (up 6.23%).
-
The Top Two: Base (37.54%) remains at the top spot, maintaining its lead over Arbitrum (34.84%).
Key Projects & Industry Updates
1. New Projects to Watch
-
Kumbaya: A cultural consensus DEX built on MegaETH.
-
Reflect: A Solana-based synthetic asset protocol (backed by a16z CSX).
-
CipherOwl: An institutional-grade programmable compliance smart layer.
2. Key Event Reminders
-
Jan 7: Solana derivatives exchange Ranger will launch its ICO on MetaDAO.
-
Jan 8: Web3 robotics company XMAQUINA starts its DEUS community public sale.
-
2026 Q1: Omni-channel trading platform Based plans to launch its native token, $BASED.
-
Sui Roadmap: In 2026, Sui will transition to the "S2" unified developer stack, aiming for completely free stablecoin transfers.
References
You May Also Like
Crypto Exchanges Bracing for Impact: NYSE Plans 24/7 Trading
The former "crypto assets" and "traditional securities" will differ only in label, with no remaining essential distinction.
The InfoFi Survival Crisis: X Revokes API Access and the Collapse of Kaito’s Narrative
At the intersection of decentralized finance and social media data, an experiment regarding the "value of information" is facing its most severe survival challenge since its inception. On January 15, 2026, social media giant X (formerly Twitter) suddenly revised its platform rules, announcing the official revocation of API access for "InfoFi" applications, citing that such apps have generated large-scale spam to obtain token incentives. This decision instantly triggered a chain reaction in the Web3 space: as the leader in this sector, the Kaito platform token plummeted 19% within 24 hours, with its market capitalization shrinking to $160 million.
January 12-18, 2026 — Market Accumulates Strength Amid Wait-and-See, Structural Opportunities Emerge in Capital and Ecosystem
Market Accumulates Strength Amid Wait-and-See, Structural Opportunities Emerge in Capital and Ecosystem