Weekly · 2026-W02Cautious

Bitcoin & Crypto Weekly Digest – 2026-W02

JL Capital Research1 min read

  1. 01Buybacks and burns gaining traction with governance discussions.
  2. 02MetaDAO growth and Phantom wallet dominance highlight wallet wars.
  3. 03Euro stablecoin growth amidst DAC8 regulatory impact.
  4. 04MetaMask faces backlash over fees, impacting sentiment.
  5. 05DeFi protocols struggle with proving revenue viability.
  6. 06Tron liquidity concerns surface, affecting investor confidence.
  7. 07Tokenized stock speculation and RWA adoption hold cautious interest.
  8. 08Liquidity innovations and incentive programs drive market strategies.
  9. 09Internal conflicts within projects impacting investor sentiment.
  10. 10Shorting meme coins and valuation spikes create mixed market signals.

Key Narratives

Buybacks and burnsMetaDAO growthEuro stablecoin growthWallet dominanceMeme coin regulationPump and dump cultureSponsorship vanity metrics

Coins in Focus

PumpFunBonkFunHemiBTCZashiPhantomRAINMonadEtherfiGnosisFigure Technology SolutionsETHSOLUSDT

Sources

  1. 1GoPlus Security · gopluslabs.io
  2. 2HoneyPot · honeypot.is
  3. 3TokenSniffer · tokensniffer.com
  4. 4Team Finance · team.finance
  5. 5Bubble Maps · bubblemaps.io
  6. 6SEC Statement on Meme Coins · sec.gov
  7. 7State of the Trenches · x.com
  8. 8Pigouvian Tax Explained · en.wikipedia.org
  9. 9Opioid Epidemic Analysis · economist.com
  10. 10Pump.Fun Activity Stats · x.com
  11. 11State of Interop 2026 report released · x.com
  12. 12Interesting insights on decentralized hosting · x.com
  13. 13OP mainnet's role in L2 ecosystem discussed · x.com
  14. 14Experiment in decentralized hosting and LP shenanigans · x.com
  15. 15Telegram Group Link · t.me
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