DeFi and smart contract-tied cryptocurrencies fell by over 66% during 2025, but analysts are pointing to maturing digital asset valuations due to incoming institutional capital.
Zoltan Vardai
Zoltan Vardai is a Cointelegraph staff writer and breaking news reporter covering Bitcoin, institutional cryptocurrency adoption, and Web3 regulatory developments. He joined Cointelegraph in 2024 and also co-hosts the publication’s Chain Reaction daily X Spaces show. Vardai holds a master’s degree from Ludwig Maximilian University of Munich and previously worked as a crypto journalist at Forkast News, with additional bylines published by Yahoo Finance and the International News Media Association (INMA). He holds BTC, ETH, AVAX, and SOL above Cointelegraph’s disclosure threshold of $1,000.
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2025 crypto bear market was ‘repricing’ year for institutional capital: Analyst - News
Morgan Stanley adds Ethereum staking ETF filing to growing crypto lineup The investment banking giant is seeking to capture additional yield from the proposed ETF’s Ether holdings via staking, as institutional investors launch more regulated crypto funds.
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Morgan Stanley files S-1s for Bitcoin and Solana ETFs in latest crypto push The investment banking giant’s filings for Bitcoin and Solana ETFs follow an uptick in investor demand for regulated crypto investment vehicles, driven by the new year’s “clean-slate” effect.
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Bitcoin ETFs attract $697M in second trading day of 2026 Spot Bitcoin ETFs have hauled in $1.1 billion in the first two trading days of 2026, with analysts pointing to a new year “clean-slate effect” driving digital asset demand.
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Strategy kickstarts 2026 with $116M Bitcoin buy as Q4 paper loss hits $17B Strategy bought 1,283 BTC for $116 million, lifting holdings above 673,000 BTC, while reporting a $17.4 billion unrealized Q4 loss in an SEC filing Monday.
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Fake MetaMask 2FA security checks lure users into sharing recovery phrases According to SlowMist, attackers are impersonating MetaMask, aiming to steal users’ secret recovery phrases.
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$675M Lighter airdrop ranks among crypto’s 10 largest: Bubblemaps Bubblemaps said Lighter airdropped $675 million in LIT — one of crypto’s biggest ever — as data shared on X suggested about 75% of recipients were still holding.
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Russia targets unregistered crypto miners with new criminal penalties Russia’s Justice Ministry proposed fines and prison for illegal crypto mining, as officials say most miners still haven’t joined the tax register.
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$11B Bitcoin whale sells $330M ETH, opens massive $748M longs in top cryptos An $11 billion Bitcoin whale is betting hundreds of millions of dollars on price increases of Bitcoin, Ether and Solana, while "smart money" traders remain net short on leading tokens.
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These three altcoins came back from the dead in 2025 Altcoins lagged Bitcoin in 2025, but XRP, Zcash and Algorand outperformed on regulatory clarity, privacy demand and tokenization.
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China to let banks pay interest on digital yuan wallets from January 2026 China’s central bank will let banks pay interest on digital yuan wallets from Jan. 1, 2026, reshaping e-CNY as deposit-like money as the US bans CBDCs.
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BitMine locks up $1B in Ether as big corporates stake ETH for yield The largest corporate Ethereum holders continue seeking passive yield through staking, effectively reducing the sellable Ether supply on the open market.
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Trend Research lifts ETH holdings to $1.8B with $35M buy, is ‘bullish’ on 2026 Trend Research founder Jack Yi pledged to continue buying Ether, claiming more financial and regulatory tailwinds will drive crypto valuations in 2026.
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Bitcoin crawls to $88K as Aave faces governance drama: Finance Redefined Cryptocurrency markets experienced a modest recovery this week, but spot Bitcoin ETFs extended a five-day losing streak amid thin year-end liquidity.
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Tokenized commodities near $4B, as gold extends all-time rally Tokenized commodities are increasing amid growing investor demand for more accessible onchain financial products, following new all-time highs for gold and silver.
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Trust Wallet will cover $7M lost in Christmas Day hack, CZ says The malicious Trust Wallet extension has also been exporting users’ personal information, pointing to potential insider activity, according to cybersecurity company SlowMist.
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CZ proposes fix to address poisoning after investor loses $50M Zhao urged the blockchain industry to adopt new security measures, including scam address blacklist, after an investor lost $50 million to an address poisoning scheme.
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Trump family-linked USD1 supply up $150M as Binance rolls out yield program The USD1 stablecoin added $150 million to its market capitalization after Binance announced an incentive program offering up to 20% yield.
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Kraken IPO, M&A deals to reignite crypto's 'mid-stage' cycle: fund manager Kraken’s pending IPO and the wave of crypto companies seeking public listings may help the industry attract more TradFi capital.
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Crypto hack counts fall but supply chain attacks reshape threat landscape Concerns about code vulnerabilities are fading in the crypto space, but more sophisticated scam tactics are emerging as protocol security improves.
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Clarity Act delays led to $952M in crypto fund outflows: CoinShares Crypto funds broke three weeks of net positive flows, after US investor sentiment took a hit following delays to the long-awaited CLARITY Act, set to reach the Senate in January 2026.
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DEX adoption, HIP-3 fuel $200 HYPE case as rivals threaten Hyperliquid’s dominance Cantor Fitzgerald is predicting a HYPE rally to $200 by 2035, but rival DEXs are attracting a growing share of crypto traders as they emerge with lucrative reward farming systems.
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Bitcoin dips below $85K as DATs face ‘mNAV rollercoaster’: Finance Redefined The volatility of the cryptocurrency market is threatening the stability of corporate crypto treasury companies, resulting in larger swings in their net asset value that threaten their fundraising abilities.
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Solana AI token Ava hit by launch sniping tied to deployer: Bubblemaps Bubblemaps says 23 wallets tied to the Ava deployer sniped 40% of the AVA supply at launch. The Solana AI token later fell 96% from its peak.
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Fidelity macro lead calls $65K Bitcoin bottom in 2026, end of bull cycle Fidelity’s director of macro is predicting a Bitcoin bottom near $65,000 in 2026, but remains a “secular bull” despite predicting an end to the current four-year cycle.
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Bitcoiners push for quantum-resistant BIP-360 upgrade as debate heats up Bitcoin’s Taproot usage is declining, signaling wider concerns around its quantum future, as the leading cryptographers race to solve the quantum threat in 2026.
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Soulja Boy token sparks backlash after Base co-founder posts purchase receipt ZachXBT warned about Soulja Boy’s new Base memecoin after Jesse Pollak shared a receipt, reviving past allegations of rug pulls and promotions.
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Bitcoin investor loses retirement fund in AI-fueled romance scam An investor willingly sent his hard-earned Bitcoin retirement fund to a scammer, losing his entire stash after falling for a pig butchering scam despite repeated warnings.
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Bitcoin swings above $94K as crypto faces ‘Netscape’ moment: Finance Redefined Bitcoin briefly topped $94,000 following Strategy’s largest investment since July, but investor risk appetite remained muted even after the widely expected US interest rate cut.
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Crypto speculation at 2024 lows as TradFi leveraged ETFs hit record $239B Crypto investor demand for memecoins remains at lows not seen since 2024, despite a growing speculative appetite that has boosted TradFi leveraged ETFs to a record $239 billion.