| Open‑Source Intelligence for Crypto | | | Crypto Signals Daily | | | | |
|
Crypto Market Downturn Driven by Institutional Moves, Regulatory Advances, and Security Incidents |
|
January 26, 2026 |
|
|
|
▶ Play Audio Brief
|
Today’s Setup
Institutional crypto movements, regulatory shifts, and exploits set the market tone
Market Downturn: Crypto market cap drops $56B with Bitcoin falling nearly 11% amid macro uncertainty and bearish technical indicators. Regulatory Progress: Japan advances crypto ETFs approval for 2028 while the UK nears final phase of new crypto regulations. Security Setbacks: SwapNet DeFi exploit drains $16.8M; US government wallet theft scandal linked to contractor’s son unfolds.
Watch: Monitor Bitcoin price action around $87K and regulatory developments in Japan, UK, and US for market impact.
|
|
Top Stories
|
|
Crypto Market Faces Broad Downturn with $56B Cap Drop and Bitcoin Slump
Total crypto market capitalization declined by $56 billion to about $2.92 trillion, with Bitcoin sliding nearly 11% from monthly highs below $87,000 amid risk-off sentiment and macro risks; gold hit all-time highs reflecting safe-haven demand.
|
|
Japan and UK Advance Crypto ETF and Regulatory Frameworks
Japan aims to approve spot crypto ETFs by 2028, with Nomura and SBI preparing products, while the UK Financial Conduct Authority moves to final consultation on crypto regulations including a new licensing regime.
|
|
SwapNet Smart Contract Exploit Drains $16.8 Million via Matcha Meta
An exploit on the SwapNet DEX aggregator resulted in around $16.8 million stolen, as attackers swapped USDC for Ethereum and bridged funds to obscure tracking efforts.
|
|
US Government Crypto Theft Linked to Contractor’s Son Allegedly Stealing $40M
John Daghita, son of CMDSS president, is implicated in stealing over $40 million in crypto from US government seizure wallets; his firm scrubs online presence amid scandal.
|
|
GameStop Transfers $420M in Bitcoin to Coinbase, Sparking Exit Speculation
GameStop moved its entire bitcoin holdings of 4,710 BTC valued at roughly $420 million to Coinbase Prime, prompting speculation that the company may be preparing to exit its Bitcoin treasury holdings, likely realizing a loss near $75 million to $85 million.
|
| Also on the Wire |
|
• Ethereum whale moves $145 million in ETH after nine years dormant, marking significant on-chain activity.
·
The Block
|
|
• Stablecoins market cap hits $300 billion, with Tether reporting $10 billion profit signaling robust growth.
·
AMBCrypto
|
|
• Bitcoin faces bearish technical signals with caution below $87,000 amid mixed prediction market sentiment.
·
Bitcoin News
|
|
• Bitcoin dominance persists at 59%, suppressing the prospects of a broad altcoin season in 2026.
·
BeInCrypto
|
|
• Ethereum more likely to revisit $2,000 than reclaim $4,000, with emphasis on long-term accumulation.
·
CryptoNews
|
|
• UK Financial Conduct Authority plans new licensing regime for crypto firms, expecting applications by September 2026.
·
CryptoNews
|
|
• Coinbase CEO highlights growing alignment in Davos around tokenization and the US CLARITY Act regulatory progress.
·
Bitcoin News
|
|
• Russia designates Ukrainian crypto exchange WhiteBIT as 'undesirable,' banning its operations amid geopolitical tensions.
·
Bitcoin News
|
