10 #Bitcoin ETFs outflows 4,964 $BTC(-$458.3M) and 9 #Ethereum ETFs outflows 4,701 $ETH(-$15.21M) yesterday.

On January 3rd, as the market caught its breath after 2025’s intense volatility, top global financial institutions quietly mapped out their 2026 outlooks. BlockBeats synthesized forecasts from eight authoritative firms—including BlackRock, Fidelity, JPMorgan, Coinbase, VanEck, Galaxy Digital, 21Shares, and Forbes—revealing a distinct market landscape: ### Key Consensus & Divergences A consensus on stablecoins is taking shape: institutions now view them not as mere technical experiments, but as a core variable challenging monetary sovereignty and reshaping financial infrastructure. Institutional adoption is irreversible, and traditional capital is deepening its crypto ecosystem engagement in more nuanced ways, regardless of market sentiment. Yet significant divides persist on the crypto four-year cycle theory. On regulation and product innovation—from Bitcoin spot ETFs to altcoin ETFs, compliance frameworks to derivatives evolution—institutions are positioning for the next struct

On January 3rd, Amir—founder of Helium, a decentralized telecommunications infrastructure project—tweeted that the market appears indifferent to the project team’s token buyback efforts, so he’s decided to halt wasting funds on buybacks amid current conditions. He noted that last October alone, Helium generated $3.4 million in revenue from its mobile sector, and would rather allocate those funds to business expansion than sink them into buybacks.

On January 3, after 2:00 p.m. Beijing time, a loud explosion was heard in Caracas, Venezuela’s capital. Air-raid sirens blared, and power was cut in an area near a large military base south of the city. The crypto market pulled back somewhat, possibly linked to the incident. U.S. officials disclosed to a CBS News journalist that President Trump ordered strikes on targets inside Venezuela—including military facilities—per a social media post from the journalist. The post stated: “This move marks an escalation in the Trump administration’s pressure campaign against the Maduro regime, in the early hours of Saturday.”

As of January 3, Onchain Lens data shows a whale—who previously deposited and sold 255 BTC to HyperLiquid—has reopened leveraged short positions in BTC (10x leverage) and ETH (15x leverage). The total value of the whale’s combined holdings now exceeds $50 million.

On January 3rd, blockchain analytics firm Santiment noted cryptocurrency market participants have shown strong social media sentiment early this year—but warned further upside hinges on retail investors staying rational. In a Saturday YouTube video, Santiment analyst Brian Quinlivan said: “We need retail investors to keep a degree of caution, pessimism, and impatience.” While other crypto sentiment gauges signal fear, Santiment’s social media data tells the opposite: “Sentiment is currently very positive.” Quinlivan added the positivity “normally would be somewhat worrying, but this time it may just be a normal rebound after the holidays.” He’s not overly concerned about a “flood of FOMO sentiment” yet—but noted if Bitcoin surges quickly to $92,000, that FOMO could take over. “When market excitement runs too high, crypto tends to move opposite to what most people expect.” A rapid rally to $92k would reveal retail’s “true reaction,” Quinlivan said: “If they start pouring money

On January 3, 2026 — the first trading day of the year — Onchain Lens data reveals a whale with address 0xEa6 deposited $8 million in USDC and opened multiple long positions, currently holding an unrealized profit of roughly $2.8 million. The whale now holds 12 positions, including BTC, XPL, PUMP, MON, VVV, STBL, STABLE, IP, HEMI, GRIFFAIN, MAVIA, and AIXBT.