January 12-18, 2026 — Market Accumulates Strength Amid Wait-and-See, Structural Opportunities Emerge in Capital and Ecosystem

Market Overview

• Global Market Cap: $3.22 Trillion (up 0.94% WoW).
• BTC Dominance: 57.54% (Market Cap: $1.85 Trillion).
• Fear & Greed Index: 43 (Neutral), indicating a recovery in market sentiment towards a balanced state.
• ETF Capital Flows:
  • BTC ETFs: Weekly net inflow of $1.42 Billion (Cumulative: $57.82 Billion).
  • ETH ETFs: Weekly net inflow of $479 Million (Cumulative: $12.91 Billion).

Capital Flows & Stablecoins

• Total Market Cap: $314 Billion (up 1.9%).
• Competitive Landscape: USDT (59.5%) leads, followed by USDC (24.2%).
• New Supply: 565 Million newly issued this week (predominantly USDC), a significant slowdown compared to last week (-79.4%).

On-Chain Ecosystem Performance

DeFi Overview

• Total TVL: $130.2 Billion (up 5.08%).
• Distribution by Chain: Ethereum (58.14%), Solana (6.95%), Bitcoin (5.68%).

Layer 1 Activity

• BNB Chain/Ethereum: Most significant surge in DEX volume, increasing by 54.15% and 35.38% respectively.
• Sui: Outstanding growth in active addresses (+69.7%), reaching 448k.
• Solana/Aptos: Experienced pullbacks in daily active addresses, dropping 17.4% and 37% respectively.

Layer 2 Dynamics

• Total TVL: $39.36 Billion (up 1.82%).
• The Top Two: Base (37.68%) maintains the top spot, leading over Arbitrum (35.03%).

Key Projects & Industry Updates

New Projects to Watch

• Bluff: An AI-driven, narrative-oriented prediction market.
• Pumex: A strategy-centric automated DEX built on Injective.
• Liqfid: A SocialFi liquidity layer built on Base and Farcaster.

Key Event Reminders

• Jan 19: ETHGas to take a snapshot for Genesis Harvest eligibility.
• Jan 21: Solana Mobile to airdrop $SKR tokens to Seeker users and developers.
• Jan 22: Aster launches Season 2 of the "Human vs AI" trading experiment.
• Jan 30: Cross-chain DeFi platform Infinex to conduct its TGE.
• 2026 Q1: MagicBlock plans to launch $BLOCK token presale and TGE.

References