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Coinbase: Confluence of Forces to Drive Crypto Adoption Acceleration in 2026

2 hours ago

**Coinbase’s Duong: ETFs, Stablecoins, Tokenization to Fuel Crypto Mainstream Adoption in 2026** January 1, Coinbase Investment Research Director David Duong noted that ETFs, stablecoins, tokenization, and clearer regulation will create a **stacking effect** in 2026, further accelerating mainstream crypto adoption. He pointed out 2025 milestones: spot ETFs opened a compliance gateway, corporate crypto asset treasuries emerged, and stablecoins/tokenization deepened integration into core financial processes. By 2026, accelerated ETF approvals, expanded stablecoin roles in DvP (Delivery vs. Payment), and broader tokenized collateral acceptance will **reinforce these trends**. On regulation: The U.S. clarified stablecoin rules and market structure via the GENIUS Act, while Europe advanced its MiCA framework—providing clearer **policy guardrails** for institutional entry. Duong argues this marks a key stage in crypto’s shift from a niche market to global financial infrastructure. Additionally, he emphasized crypto demand is no longer tied to a single narrative, but driven jointly by macroeconomics, technology, and geopolitics. The capital structure will also grow more long-term, reducing purely speculative activity. ### Key adjustments for American English: 1. **Tighter phrasing**: Replaced wordy phrases (e.g., "more deeply integrated into the financial core processes" → "deepened integration into core financial processes") 2. **Terminology alignment**: Used "policy guardrails" (common U.S. regulatory jargon) instead of "policy boundaries"; "Delivery vs. Payment" (standard DvP shorthand) 3. **Flow**: Shortened sentences for readability (e.g., split long clauses with em dashes); avoided repetitive verbs 4. **Concision**: Removed redundant prepositions (e.g., "in 2025, spot ETFs opened" → "2025 saw spot ETFs open") This version mirrors how U.S. financial news outlets frame crypto insights—clear, jargon-appropriate, and focused on actionable trends.
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Binance will delist the BTC/RON spot trading pair, where RON is a fiat currency.

Binance will conduct regular reviews of all listed spot trading pairs starting January 1, and may delist certain pairs based on factors like insufficient liquidity, low trading volume, etc. Following its latest review, Binance will delist and halt trading for the following spot trading pair: January 2, 2026 at 03:00 UTC: BTC/RON Please note: RON is a fiat currency and does not correspond to any other cryptocurrency.

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Opinion AI Oracle Suffers Context Pollution Leading to Incorrect Judgment, Team to Fully Reimburse

**Update: Prediction Market Oracle Incident (Jan 1)** The Prediction Market Oracle Opinion encountered an issue on January 1 due to "Context Contamination" of its AI Oracle during the open-source indexing phase—mass misinformation fed to the system caused significant deviations in prediction results. The team has shared the latest updates: 1. **Full Compensation for Affected Users** All impacted users will receive full compensation. The team is currently aggregating and verifying data, with distribution to be completed as soon as possible. Specific timeline details will be shared separately. No action is required from users—compensation will be automatically credited. 2. **System Optimization (Completed)** Root causes of the context contamination have been identified and resolved. This fix will boost the AI Oracle’s accuracy and self-correction capabilities. 3. **Additional Audit Mechanism (Implemented)** Going forward, all market settlements will include ext

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Bitcoin Withdrawal Sentiment Continues, with a 24-hour Net Outflow of 3,347.33 BTC from CEXs

As of January 1st, Coinglass data indicates cumulative net outflows from centralized exchanges (CEXs) totaled 3,347.33 BTC over the past 24 hours. The top three CEXs by outflow volume are: - Binance: 2,736.11 BTC outflow - Kraken: 1,439.79 BTC outflow - Gate: 350.26 BTC outflow Additionally, Bybit led inflows among CEXs with 675.35 BTC.

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a16z crypto Releases 17 Crypto Trends for 2026

On January 1, a16z Crypto released its latest New Year’s predictions, stating that 2026 will be a pivotal year for the deep integration of cryptographic technology with finance, the internet, and the legal system. Its 17 outlined trends signal the crypto industry’s shift from “transaction-driven” to “infrastructure-driven.” Key takeaways include: - Stablecoins will gain more efficient fiat on/off-ramps, driving upgrades to banking ledgers and payment systems; - Real-world asset (RWA) tokenization will evolve in a more “native crypto” manner, with stablecoins serving as key infrastructure; - Crypto is reshaping wealth management, moving beyond ultra-high-net-worth individuals to a mass-market approach; - Privacy is viewed as the crypto space’s most critical long-term moat; - Decentralization, quantum-resistant communication, and new paradigms like “Secrets-as-a-Service” will emerge; - AI will be widely adopted in serious research scenarios, with “Know Your Customer (KYC)”

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Several countries including the UK have implemented the "Crypto Asset Reporting Framework" starting from January 1st, with cryptocurrency transaction data being shared across borders.

January 1 — The UK and more than 40 other countries have adopted new cryptocurrency tax rules as of January 1, per the Financial Times. Under the OECD’s Crypto Asset Reporting Framework (CARF), major crypto exchanges must gather full transaction histories for UK users and submit their transaction activity details and tax residency status to the UK’s Her Majesty’s Revenue and Customs (HMRC). The UK is among the first 48 countries to adopt the framework. As part of the arrangement, HMRC will automatically share relevant information with EU member states, Brazil, the Cayman Islands, South Africa, and other participating nations starting in 2027. In total, 75 countries have committed to adopting CARF, with the U.S. set to implement it in 2028 and begin information exchange in 2029.

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If Bitcoin breaks $89,000, mainstream CEX total short liquidation volume will reach 554 million.

### Coinglass Data (Jan 1): Bitcoin’s Critical Liquidation Levels - If Bitcoin **breaks above $89,000**, cumulative short liquidation intensity across major centralized exchanges (CEXs) hits **$554 million**. - Conversely, if Bitcoin **falls below $86,000**, cumulative long liquidation intensity across major CEXs reaches **$856 million**. ### BlockBeats Note Liquidation charts do **not** show the exact number or value of contracts being liquidated. Instead, bars represent the **relative importance** of each liquidation cluster compared to neighboring clusters (i.e., "intensity"). In short: Higher bars signal a more intense market reaction (driven by liquidity cascades) when Bitcoin hits that price level.

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