2026-01-09 08:24:23

2026, we continue Building

This week, there have been many hot topics in the Web3 market, and market information is quite dense. From policy developments to project updates, and token unlock schedules, each is worth paying attention to.

**Market Data and Macro Background**

This week, the US announced unemployment rate and non-farm payroll data, which directly affected market sentiment. At the same time, a major exchange updated its BFUSD trading pair to zero fees, providing a new cost advantage for stablecoin trading. Regarding token unlocks, Linea (LINEA) unlocked approximately 1.38 billion tokens this week, worth about $9.8 million, while LAVA's unlock scale was even larger—145.2 million tokens, accounting for 53.971% of circulating supply. Additionally, MOVE had 176.7361 million tokens unlocked, valued at $6.563 million, representing 6.317% of circulating supply. Such large unlocks often become market focal points.

**Policy and Regulatory Progress**

There are several actions in the US policy sphere. The Senate passed a War Powers resolution, limiting certain authorities. In the crypto sector, the Senate's "Market Structure" bill entered a critical voting stage, with multiple rounds of discussion between Wall Street institutions and DeFi representatives. Although disagreements exist, progress has been made. The CFTC issued a no-action relief to Bitnomial, clearing obstacles for the development of "event/prediction contracts." Notably, Florida has again pushed for a state-level "Bitcoin Reserve" bill, reflecting increasing recognition of Bitcoin's strategic value in various regions.

**Acceleration of Traditional Finance Entry**

Morgan Stanley's moves are noteworthy. E*Trade plans to launch BTC/ETH/SOL trading and intends to introduce a digital wallet in 2026, marking accelerated traditional giant deployment in digital assets. Additionally, US Bank upgraded a compliance platform to a "Buy" rating, optimistic about its Base ecosystem and tokenization direction, despite competition from leading platforms. Grayscale's BNB ETF registered in Delaware also indicates ongoing expansion of traditional investment channels into crypto assets.

**Exchange and Project Ecosystem Updates**

A major exchange recently disclosed impressive data: over 300 million registered users, a total trading volume of $145 trillion, and verified user balances of $16.28 billion. The exchange also launched TradFi perpetual contracts, supporting USDT settlement, and offering 7×24 exposure to stocks and indices, another example of traditional financial products entering the blockchain space.

Polygon Labs released "Open Money Stack," focusing on borderless stablecoin payment experiences. Meanwhile, Polygon is close to acquiring a Bitcoin ATM company, with a valuation between $100 million and $125 million, further enhancing its offline payment ecosystem.

**Other Notable Events**

TrueBit Protocol appears to have been hacked, losing 8,535 ETH (about $26.4 million), sounding an alarm on security issues once again. South Korea's Supreme Court confirmed that Bitcoin held in exchanges' custody can be legally seized, raising new legal considerations for user asset protection.

Overall, this week, the industry has made substantive progress across multiple dimensions such as policy support, institutional deployment, and ecosystem development. The year 2026 has just begun, and the building phase of Web3 is already very clear.

LINEA6,12%

ELY9,24%

MOVE1,42%

BTC0,37%

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StakeTillRetire

· 01-12 01:31

Major institutions are entering the market one after another, this wave is indeed a bit different Keep an eye on LAVA unlocking 53% of its circulating supply, luckily it didn't break through E*Trade is launching a digital wallet, traditional finance really needs to get serious TrueBit was hacked again? Quickly check if your vault is secure 145 trillion in transaction volume, just looking at the numbers makes me a bit numb Polygon acquires ATM company, this idea is brilliant, offline payments are really crucial What's the status of the Senate Market Structure Bill? This will have a long-term impact on us Wow, MOVE only unlocked 6% of its circulating supply, quite friendly Florida introduces Bitcoin reserve bill, local governments are really playing chess BFUSD zero fees, is the stablecoin competition getting this intense?

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HorizonHunter

· 01-09 12:56

Traditional finance is really here. Trading BTC/ETH/SOL on E*Trade is directly taking off. Be cautious with this large unlock; LAVA accounts for over 50% of the circulating supply, which is a bit concerning. The TrueBit theft incident highlights the need to prioritize security, as it's not a small amount. Building is just building; the underlying logic hasn't changed. Keep at it and you'll be fine. What's going on with the Korean court's decision? Can exchange-held BTC still be seized? It's a bit confusing. Grayscale's BNB ETF is a good move; traditional channels are finally waking up.

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governance_ghost

· 01-09 08:54

Traditional finance is entering the market at a truly shocking speed, with E*Trade directly listing BTC/ETH/SOL, and planning to launch digital wallets by 2026. This pace feels off. LAVA's unlock volume this time is too aggressive, with 53.971% dumped directly. How come they're so daring? The TrueBit theft was another security issue. When will this circle truly become safe? Florida is pushing the Bitcoin reserve bill, now all states are following suit. Those still hesitating are really a bit slow. With such a large token unlock scale, it feels like building a position should be more cautious.

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LiquidationHunter

· 01-09 08:45

Traditional finance is really starting to get serious. The move by E*Trade is quite significant. LAVA's unlocking volume is just too exaggerated, with 53% of the circulating supply. Who dares to take the plunge, haha. Details of Polygon's acquisition of the ATM company—this is probably the final piece in building the offline payment ecosystem. TrueBit has been hacked again. When will on-chain security truly be resolved? Policy friendliness is climbing steadily. Florida's recent moves seem to be paving the way for large-scale growth. Morgan Stanley is quietly making moves. Actions by traditional giants are often more important than their words. Is large-scale unlocking an opportunity or a dangerous signal? It depends on how you view this market trend. Is the base ecosystem really that strong, or is it just American banks hyping it up? Zero-fee stablecoin trading pairs—competition is getting fiercer. 2026 is just the beginning of this lively scene; the upcoming acts are beyond imagination.

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0xLostKey

· 01-09 08:41

Traditional finance really can't keep up anymore, E*Trade feels like a game-changer right from the start --- LAVA has unlocked more than half of its circulating supply? Is this a move to dump? --- Polygon's recent moves are quite aggressive, the offline payment ecosystem is expanding so quickly --- Wait, TrueBit was hacked for over 8,000 ETH? Where's the security audit? That's outrageous --- Florida is pushing a Bitcoin reserve bill, traditional institutions are really waking up --- Zero-fee stablecoin trading, exchanges are really heating up --- 300 million users and 145 trillion in trading volume—if these numbers are real, it's terrifying

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BridgeNomad

· 01-09 08:38

lava unlock 53% of circulating supply... yeah, that's the kind of liquidity event that keeps me up at night. seen this movie before with other protocols—massive dump incoming or someone's got a really optimistic take on slippage tolerance. either way, hodlers are sweating rn

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CrashHotline

· 01-09 08:32

Policy acceleration, entry of traditional finance, and ecosystem improvement—this wave is really happening, not just talk E*Trade launched BTC/ETH/SOL trading, and giants like Morgan Stanley are really getting serious. I used to think it was still far off However, the 53% unlock of LAVA is a bit scary; be cautious TrueBit was hacked with over 8,500 ETH stolen. Security issues really never end Building is necessary, but protecting your assets should come first That court ruling in Korea... assets held by exchanges can be seized, which doesn’t feel very friendly to users Promised to continue building in 2026, hope it’s not another round of rug pulls and pump-and-dump shows

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MemeTokenGenius

· 01-09 08:25

Traditional major institutions are entering the market so aggressively; it feels like this year's track is truly different. --- LAVA unlocks 53% of its circulating supply at once? That's quite aggressive; could it cause a dump? --- E*Trade is directly listing BTC/ETH/SOL; Wall Street really isn't holding back anymore. --- TrueBit has been hacked again? When will contract security issues be fully resolved? --- Zero-fee BFUSD trading pairs, good news that’s a slap in the face; now everyone’s competing like crazy. --- Florida is stockpiling Bitcoin reserves; isn't that a de facto endorsement? Haha. --- Grayscale BNB ETF has been approved; traditional channels are really gaining popularity. --- Polygon acquires ATM company, completing the offline payment ecosystem; the strategy is clear. --- Policy authorities are pushing forward, institutions are positioning themselves, individual investors should keep up too, right? --- The Korean court says it can seize and hold Bitcoin; is this a new legal risk? --- 300 million users, 145 trillion in transaction volume—how much of this data is fake? --- The word "Building" has been overused this week, but indeed, something is happening.

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