Weekly · 2026-W01Mixed

Bitcoin & Crypto Weekly Digest – 2026-W01

JL Capital Research1 min read

  1. 01Trust Wallet hack flipped sentiment bearish; security concerns heightened.
  2. 02ETH rotation caught flow; discussions on L2 scaling and storage proof adoption lag.
  3. 03AI projects gaining traction, but retail frustrated with high FDVs.
  4. 04Uniswap fundamentals held attention; fee switch and revenue data analyzed.
  5. 05Flow exploit highlighted market liquidity concerns; $3.9M in assets moved.
  6. 06ZK rollups vs optimistic rollups emerged as a key narrative; L2 dominance debated.
  7. 07Governance backlash and DAO issues faded; focus shifted to trading strategies.
  8. 08VC influence on chain activity discussed; potential cultural impact noted.
  9. 09Retail liquidity challenges persisted; emerging trading opportunities on new APIs.

Key Narratives

Prediction marketsAI hype vs. utility-driven projectsZK rollups vs optimistic rollupsNFT resurgenceDeFi rebrandingGovernance issues in DAOs

Coins in Focus

VELORAsGHOMONAEROETHUniswapAAVE

Sources

  1. 1XMAS CAPITAL GATHERING Dubai Event · luma.com
  2. 2Humanplane Prediction Market OS · humanplane.com
  3. 3Fireplace Pro Trading Tool · pro.fireplace.gg
  4. 4Salary Comparison Tool · levels.fyi
  5. 5Uniswap Revenue Data · defillama.com
  6. 6Uniswap Labs Revenue Report · binance.com
  7. 7Trust Wallet hack news · x.com
  8. 8VELORA rebranding details · x.com
  9. 9Scammer alert in chat · x.com
  10. 10Aave governance vote update · x.com
  11. 11Crypto memes still fire · x.com
  12. 12Hyperlend airdrop T&Cs · app.hyperlend.finance
  13. 13Barter's on-chain wrapped review · x.com
  14. 14Wrapped token insights · wrapped.hyperscreener.asxn.xyz
  15. 15Aave's mobile app features · push.co
Back to archive