🔮 My 2026 crypto fundraising bets:

After 2025's $45B+ VC recovery, expect mega-rounds exploding in RWA tokenization, stablecoins doubling to $550B+, and AI-blockchain infra

VCs concentrate on fewer winners:

DeFi yield protocols, prediction markets hit ATH OI, plus ETF festival unlocking $50B+ inflows.

M&A records shatter as institutions pile in – RWA & stablecoin deals dominate.

And of course, there will be a new viral trend (for example, quantum blockchain), which almost no one is talking about now, but which will take off in the new year.

Your thoughts? Share in the comments on X.

📱 X (Twitter) | 📱 Telegram

Daily Dose of News 💿
January 13, Monday


♟ General:

• Senators move to shield crypto developers as lawmakers race toward advancing sweeping digital asset bill. Link.

• Senate unveils updated market structure bill limiting stablecoin rewards on idle holdings. Link.

• Bank of Thailand monitors USDT ‘grey money’ trades. Link.

🔔 Product updates:

• Crypto data platform CoinGecko weighs sale for around $500 million, sources say. Link.

• ETF data shows Bitcoin dominance held firm in 2025 as Ethereum gradually gained share. Link.

🖥 Release:

• BNB Chain to get 40% speed boost in upcoming Fermi upgrade. Link.

• Zama launching token sale at $55 million floor FDV via CoinList and own auction app. Link.

🛍 Incentives:

• Perle Labs Season 1 Soon. Link.

• Probable Points Program is Live. Link.

• ETHGas Token & Airdrop Incoming. Link.

🍜 M&A:

• Polygon Labs has acquired Coinme. Link.

💰 Fundraising:

• L3Harris $1B Funding Round. Link.

• ICEX $70M Strategic Round. Link.

• Neuramint $5M Seed Round. Link.

• Naoris Protocol Strategic Round. Link.

• Genius Funding Round. Link.

• XMAQUINA $10M Funding Round. Link.


📱 X (Twitter) | 📱 Telegram

Prime VC letdown: Privasea AI

Raised $15M total, Series A at $180M valuation (GSR, Amber Group, Binance Labs, OKX Ventures)

Market cap now ~$1.3M, FDV ~$4.5M


📱 X (Twitter) | 📱 Telegram

💵 Despite its strong start, Bitcoin has still lagged behind silver and gold in terms of growth since the beginning of 2026.


📱 X (Twitter) | 📱 Telegram

Just yesterday, I was dreaming up a scenario where the aerospace industry would explode in 2026 – and now there's a $1 billion round!

The Pentagon is investing in a spinoff of L3Harris for solid rocket motors.

The US Department of Defense is taking a stake in Missile Solutions (formerly Aerojet Rocketdyne) to accelerate production of engines for the Patriot, THAAD, and Tomahawk missiles – IPO in the second half of 2026.


📱 X (Twitter) | 📱 Telegram

a16z raised $15B – 18% of all US venture capital in 2025

Ben Horowitz frames this as a mission-critical allocation: America must win the next century of technology, with AI and crypto as foundational architectures.

More: Green But Red


📱 X (Twitter) | 📱 Telegram

Last year we saw privacy shift from a niche feature to the narrative

From institutions asking “how do we stay compliant?” to builders asking “how do we keep data safe?”

So, privacy in 2026 – where are we headed?

Join iExec’s live stream for a 30-min deep dive with privacy leaders from Horizen Labs, Fhenix, and Inco Network

Key topics:

•Privacy’s 2025 growth & TradFi onboarding
•Compliance vs censorship resistance
•Crypto’s biggest privacy myth
•2026’s killer app

📅 Jan 14, 5:30 PM GMT+1 | FREE

More info: luma.com/0mam7tyk


📱 X (Twitter) | 📱 Telegram

Daily Dose of News 💿
January 14, Wednesday


♟ General:

• Pakistan to partner with World Liberty Financial on dollar-linked stablecoin, source says. Link.

• Germany’s second-largest lender DZ Bank secures retail crypto trading MiCA license. Link.

🔔 Product updates:

• Visa teams up with BVNK to launch stablecoin payouts. Link.

🖥 Release:

• Binance Wallet unlocks in-app leveraged crypto futures trading with Aster team-up. Link.

• Tether-backed mobile wallet Oobit adds native Phantom support, expanding Solana's ties to Visa. Link.

🛍 Incentives:

• Rails Important Update: Connect Your Wallet for the Upcoming Airdrop. Link.

• Fogo Airdrop Checker is Live. Link.

🍜 M&A:

• Bitcoin Depot has acquired Instant Coin Bank. Link.

• Animoca Brands has acquired SOMO. Link.

💰 Fundraising:

• Upexi $36M Post-IPO Debt Round. Link.

• Noise $7.1M Seed Round. Link.

• Project Eleven raises $20 million Series A at $120 million valuation to prepare crypto networks for post-quantum threats. Link.


📱 X (Twitter) | 📱 Telegram

🗡 Crypto Founders: Genius or Insane. Link.

So I focused on the people, not just the protocols. What they believed. What they got right. Where they probably got lucky. And where they didn’t.

Author: Green But Red

#article


📱 X (Twitter) | 📱 Telegram

Not funny, but a fact:

From mid-2021 to the end of 2025, nearly 20.2M tokens were launched.

53% of them are now dead or rugged.

2025 was the bloodiest year – 11.6M tokens vanished, making up 86% of all token deaths in the past five years.


📱 X (Twitter) | 📱 Telegram

And again, right on target:

«Project Eleven raises $20 million Series A at $120 million valuation to prepare crypto networks for post-quantum threats»


📱 X (Twitter) | 📱 Telegram

It's only been two weeks since the new year, and I've already stumbled upon a project that deserves attention

This platform already hit $63.8M fees in November with $353M TVL and $167B volume - top pre-TGE revenue king!

I'm talking about edgeX, which launchedlaunched the biggest pre-TGE airdrop in perp DEX space

Step-by-step guide


📱 X (Twitter) | 📱 Telegram

Daily Dose of News 🎧
January 15, Thursday


♟ General:

• SEC ends investigation on Zcash Foundation. Link.

• Coinbase cannot support crypto bill in current form, CEO Armstrong says. Link.

• State Street is joining crypto rush with digital-asset rollout. Link.

🔔 Product updates:

• X revises API policies, bans apps rewarding posts to reduce spam. Link.

🖥 Release:

• CME Group to expand crypto derivatives suite with launch of Cardano, Chainlink and Stellar futures. Link.

• Lighter introduces mandatory LIT staking for liquidity pool access. Link.

• Galaxy debuts $75 million tokenized CLO on Avalanche to fund Arch Lending facility. Link.

• Kaito announced it will sunset Yaps and introduced Kaito Studio. Link.

🛍 Incentives:

• HeyElsa Airdrop Registration is Live. Link.

• Owlto Airdrop Claim is Live. Link.

💰 Fundraising:

• Alpaca $150M Series D Round. Link.

• Meld $7M Strategic Round. Link.

• LMAX Group $150M Funding Round. Link.

• Beatcoin $5M Strategic Round. Link.


📱 X (Twitter) | 📱 Telegram

My VC Proud List

Without a16z, no Coinbase, Uniswap, dYdx
Without Paradigm, no Optimism, Monad, Lido
Without Pantera, no Circle, Arbitrum, Bakkt
Without Polychain, no Avalanche, Polymarket Solana
Without Dragonfly, no Dune, Near.
Without Coinbase Ventures, no Polygon, World.
Without Blockchain Capital, no XRP, Aave

And to whom are you grateful?


📱 X (Twitter) | 📱 Telegram

That's what I said!

The first data centers are heading to space 🌌

Axiom Space has started building an orbital data center.

Back in Nov 2025, Elon Musk said it’s cheaper to run AI compute in orbit than on Earth.


📱 X (Twitter) | 📱 Telegram

While deep-diving into Ethena last year, I kept thinking:

“This $3B stablecoin machine on $ETH funding rates is genius – what if someone built the Bitcoin equivalent?”

Fast forward, Strategy drops STRC (Saylor’s $BTC credit layer), and now Saturn launches $USDat: the $BTC answer we’ve been waiting for. Backed by Yzilabs from day one, it’s definitely worth watching in 2026

• Saturn as Ethena for Bitcoin

Ethena mastered ETH yields; Saturn captures “Saylor Spread” via Bitcoin carry trade – Strategy borrows at ~11% to stack BTC (5:1 collateral, 32-month cash reserve)

Real, transparent double-digit yield crushes DeFi’s 4-6% altcoin norms

• How It Works

Mint $USDat 1:1 $USDC (T-bills backing). Stake into $sUSDat (STRC backing) for 11%+ APY via rising exchange rate

• Elite Backing

Yzi Labs, Sora Ventures, angels like Seraphim (Ex-Ethena), David Choi (USDai), Tycho (Zest Protocol + Treasury)

Built on the world’s largest $BTC treasury – Saturn scales to $10B without compressing their yields

Roadmap: stablecoin double-digits, BTC/ETH yields, neobanks

BTC’s next phase – from digital gold to programmable money – starts here


📱 X (Twitter) | 📱 Telegram

Daily Dose of News 🎺
January 16, Friday


♟ General:

• Google Play to ban overseas crypto exchanges from South Korea store. Link.

• South Korea approves tokenized securities framework in key legislative hearing. Link.

• Belarus authorizes 'cryptobanks' combining token operations with traditional banking. Link.

• The number of unique addresses holding stablecoins has reached 200 million, setting a new record level. Link.

🔔 Product updates:

• Interactive Brokers unlocks 24/7 funding with USDC, plans to rollout Ripple and PayPal stablecoins next week. Link.

🖥 Release:

• Cake wallet adds Zcash support as it expands beyond its Monero roots. Link.

🛍 Incentives:

• Human Passport Season 2 is Live. Link.

💰 Fundraising:

• Saturn $800K Angel Round. Link.

• Konnex $15M Strategic Round. Link.

• Veera $10M Pre-Seed & Seed Rounds. Link.

• City Protocol Funding Round. Link.


📱 X (Twitter) | 📱 Telegram

💸 Everlyn – stark VC valuation wipeout

Secured $15M funding Aug 2025 at $250M val

Market cap $18–20M, FDV $74–80M


📱 X (Twitter) | 📱 Telegram

Newrez, one of the largest U.S. mortgage lenders and servicers, will start offering home loans backed by Bitcoin, Ethereum, and stablecoins next month

What could go wrong? Housing + crypto volatility… 2008 remix?


📱 X (Twitter) | 📱 Telegram

RWA Weekly: Traditional Finance Builds Trading Infrastructure

It's been a while since I've advised you to spend your weekend usefully!

Author: DIA


📱 X (Twitter) | 📱 Telegram

💀 8 Funding Rounds That Made VCs Cry. Link.

Read this if you think you're the only one who's filled your bags with junk.

Author: Green But Red

#article


📱 X (Twitter) | 📱 Telegram