Monday Reset: The Macro Signals That Will Decide Crypto Sentiment This Week
Crypto market sentiment enters the week shaped by U.S. shutdown risk, cautious Fed policy, and elevated bond yields. With leverage only partially reset, macro signals, not crypto headlines, will set the tone.
Nasdaq Removes Position Limits on Crypto ETF Options as Crypto Derivatives Scale
Nasdaq has implemented rule changes allowing uncapped trading in Bitcoin and Ethereum ETF options, while the SEC retains authority to intervene during a limited review period.
Coinbase Rolls Out USDC Loans Backed by Staked Ethereum
Coinbase has introduced USDC loans backed by cbETH, enabling users to borrow against staked Ethereum while maintaining exposure and staking rewards through an on-chain lending structure.
Ledger Engages Top Banks in Evolving IPO Discussions
Ledger is actively reviewing how it will raise new capital, with public markets now a practical option alongside private funding. Recent reporting suggests IPO preparations have advanced, though no filing has been made.
Circle Grant Powers UN Treasury Hub to Cut Aid Payment Costs
Circle Foundation has granted support to a United Nations treasury modernization effort that applies stablecoin settlement to humanitarian aid payments. The goal is to deliver aid faster, reduce transaction costs, and improve traceability across global operations.
BitGo’s IPO Shows Discipline Over Hype in First Crypto Listing of 2026
BitGo completed its public listing on the New York Stock Exchange on January 22, 2026, pricing shares at $18 and raising $213 million. The deal moved from S-1 filing to trading in under 10 days, underscoring a clean, disciplined execution rather than a demand-driven surge.
Paradex Users Affected After Mithril Trading Bot Compromise
Paradex users were affected after a security incident involving the Mithril trading bot exposed API keys used for automated trading. The exchange says its core systems were not breached and the issue was limited to a third-party tool.
Portugal Joins Hungary in Polymarket Crackdown as Europe Tightens on Prediction Markets
Portugal and Hungary moved to restrict Polymarket under national gambling laws, highlighting different regulatory timing around election periods.
Trump Media Sets Record Date for Shareholder Token With Limited Details on Use
Trump Media & Technology Group has set a February 2, 2026 record date for a planned shareholder token distribution. The non-transferable token is framed as a loyalty reward rather than a dividend, with utility broadly described but not contractually defined.
EU Activates DAC8: Crypto Tax Reporting Rules Take Effect in 2026
The EU has activated DAC8, extending tax reporting rules to crypto activity facilitated by intermediaries. The directive standardizes how crypto data is collected and shared across member states from 2026.
