Weekly · 2026-W01Cautious

Bitcoin & Crypto Weekly Digest – 2026-W01

JL Capital Research1 min read

  1. 01Protocol revenue growth caught attention, with a focus on KPI-driven success.
  2. 02Lending market innovation and stablecoin adoption gained traction, highlighting institutional interest.
  3. 03AI projects lost steam as utility-driven narratives took precedence.
  4. 04ETH and SOL remained in focus, with discussions around unlocks and dominance.
  5. 05Privacy vs. regulation debates intensified, reflecting cautious sentiment.
  6. 06DeFi security evolution and community governance discussions persisted.
  7. 07VC influence and profit focus narratives emerged strongly.
  8. 08NFTs declared dead, marking a shift away from speculative assets.
  9. 09Institutional crypto options growth noted, indicating a potential shift in market dynamics.
  10. 10Sentiment remained cautious, with a focus on financial transparency and revenue models.

Key Narratives

Protocol revenue growthLending market innovationStablecoin adoptionInstitutional crypto options growthAI hype vs. utility-driven projectsStorage proof adoption lagNFTs declared dead

Coins in Focus

$JUPPumpHyperliquidMeteoraETHSOLUSDCUniswapAAVE

Sources

  1. 1Uniswap fee switch tracker · etherscan.io
  2. 2EVM implementation issues? · x.com
  3. 3Latest updates on fee switch · x.com
  4. 4LIT API Order Book Details · mainnet.zklighter.elliot.ai
  5. 5Dromos Alignment Structure Explained · blog.dromos.xyz
  6. 6NFTs Declared Dead · x.com
  7. 7Banteg on New Developments · x.com
  8. 8Etherscan Transaction Details · etherscan.io
  9. 9RL agent trading Polymarket results · x.com
  10. 10Trust Wallet incident linked to Sha1-Hulud · wiz.io
  11. 11Ambire's wallet evolution plans · x.com
  12. 122026 predictions in crypto · eylon.substack.com
  13. 13Lighter ($LIT) trading launch · x.com
  14. 14Multicoin Capital OTC activity · x.com
  15. 15Haseeb's bullish BTC prediction · x.com
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