Market Signal Briefing

3 mins mins

Key Points:

USDC Treasury destroys 135.6 million USDC as part of regular operations.Routine burn reduces USDC supply, aligns with market practices.Institutional redemption, no immediate adverse market effects noted. Circle’s USDC Treasury burned approximately $135.6 million USDC on the Ethereum blockchain at 23:41 Beijing time, according to Whale Alert monitoring, as a routine supply adjustment.

The routine burn aligns with institutional redemption flows, reflecting standard operations rather than market distress, impacting USDC supply on Ethereum without indicating liquidity issues.

Circle’s $135.6M USDC Burn and Its Implications Circle conducted a sizable USDC burn as part of routine treasury operations, involving a burn of approximately 135.6 million USDC on Ethereum. The involved parties include Circle Internet Financial, which is responsible for minting and burning USDC via its treasury wallets, and Whale Alert, which detected the transaction.

The primary change is a reduction in the USDC circulating supply on Ethereum, aligning with Circle’s model where redemptions lead to a 1:1 USDC to USD payout. Such burns are typical within Circle’s redemption cycle, with this event reflecting the flow of USDC back into fiat.

Jeremy Allaire, Co-founder & CEO of Circle, stated, “USDC is a fully backed stablecoin, redeemable one-to-one with USD. As part of normal operations, large burns like the recent ~$135.6M occur when institutions redeem USDC for fiat.”The market reaction was neutral, with stakeholders recognizing the burn as routine and part of institutional activity. No significant commentary on this specific burn was released by Circle executives, and the action aligns with established USDC mint-burn mechanics.

Analyzing USDC Market Dynamics and Historical Trends Did you know? In the past, USDC releases and burns often indicated market sentiment shifts. Stablecoin burns typically suggest investors are moving capital out of crypto, while increased minting correlates with bull phases.

USDC, with a current price of $1.00 and a market cap of $75.22 billion, maintains a 2.3% market dominance. Its total market supply remains unrestricted, with recent fluctuations showing minimal change. CoinMarketCap data reveals a 24-hour trading volume of $22.75 billion, maintaining stability in the stablecoin market.

USDC(USDC), daily chart, screenshot on CoinMarketCap at 18:57 UTC on January 14, 2026. Source: CoinMarketCap According to Coincu research, consistent USDC burns align with fiat movement trends and broader economic cycles. Regulatory developments on stablecoin reserves will continue to influence issuance/redeem dynamics and Circle’s treasury operations.

DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.

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PEPE price surges 6% to $0.00000650 as short sellers face $2.99M in liquidations. Technical analysis reveals a critical resistance level ahead for the meme coin.

Newton Gitonga2 min read

14 January 2026, 07:05 PM

PEPE posted significant gains on Wednesday as market dynamics shifted in favor of bulls. The token climbed 6.57%  in the last 24 hours to reach $0.00000650 at the time of writing.

PEPE’s price action over the past 24 hours (Source: CoinCodex)

The rally comes amid broader market volatility affecting digital assets. PEPE's price movement has caught the attention of traders who monitor technical patterns for signs of sustained momentum.

Technical Analysis Points to Critical Resistance LevelMarket analysts are watching a key price threshold that could determine PEPE's trajectory in the coming weeks. The token is approaching the midpoint of its Gaussian channel, a technical formation that combines multiple indicators to identify potential trend reversals.

Crypto trader Eco Nomad highlighted the $0.00001078 level as particularly significant. This price point served as a launching pad for PEPE's record highs throughout 2024. The token struggled to maintain similar momentum in early 2025, despite showing strength during summer months.

Source: X

The Gaussian channel methodology integrates the Supertrend indicator with the Stochastic Relative Strength Index. These tools help traders assess whether current price action represents genuine breakout potential or temporary volatility.

Breaking above the midpoint could signal a shift in market sentiment. Failure to hold these levels might result in renewed downward pressure.

Trading Volume Reveals Strong Market InterestVolume metrics provide crucial insight into the strength behind PEPE's rally. Spot market activity reached $1.2 billion, placing the token second only to Dogecoin's $1.8 billion among meme coins.

Futures markets showed even stronger participation. PEPE recorded $1.76 billion in leveraged trading volume, surpassing its spot market figures. This divergence suggests traders are actively positioning for potential price movements.

The 84% increase in trading volume compared to previous periods adds weight to bullish arguments. Higher volume typically accompanies legitimate price trends rather than speculative spikes.

Liquidation data reveals an unusual pattern that favors long positions. Out of $3.10 million in forced position closures over 24 hours, short sellers accounted for $2.99 million. This represents a stark imbalance in market positioning.

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Newton Gitonga covers cryptocurrencies, blockchain, and digital finance. He specializes in breaking down complex trends with clear, data-driven reporting. His work focuses on market analysis, technical insights, and the evolving role of altcoins in shaping global markets.

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Key Points:Pump.fun’s protocol fees jumped to their highest level in four months.Its market share in the meme coin launchpad segment stands at 68%.PUMP broke above a key trend line resistance and seems ready to start recovering.

Pump.fun’s native asset, PUMP, has gone up by 13% in the past 24 hours alone, while the token has booked a 40% gain since the year started, as memecoins seem to be making a comeback.

The protocol’s activity has been surging in 2026, as top tokens like Bonk (BONK), Pudgy Penguins (PENGU), and Fartcoin (FARTCOIN) have performed quite positively.

Pump.fun Weekly Fees – Source: DeFi Llama

Data from DeFi Llama shows that Pump.fun had its best week in terms of fees since September last year. According to the crypto analytics firm, the protocol brought in nearly $24 million in fees last week.

The last time fees were this high, PUMP traded at around $0.0034, which is 17% higher than the current price. That said, this uptrend was only getting started, as PUMP quickly rose to $0.0074 just a few weeks after.

This renewed hype on memecoins seems to be catapulting Solana’s price as well, as the native asset of the smart contracts platform, SOL, has jumped by 18% as well in 2026.

Pump.fun has managed to maintain its lead in the memecoin launchpad market with a 68.3% market share. Its closest rival is Meteora, with a much lower 17.6% share, while a promising newcomer, LetsBonk.fun, faded into oblivion after the protocol stopped rewarding creators.

Pump.fun (PUMP) Token Burn Program – Source: Official Website

Another factor that contributes to boosting the price of PUMP is its ongoing token burn program. According to its official website, the protocol has taken advantage of this spike in fees to buy a higher number of tokens.

They increased the size of their daily purchases from around 370 million PUMP two weeks ago to 666 million tokens as of yesterday, bringing their total purchases to nearly 19% of the asset’s circulating supply.

Trading volumes for PUMP in the past 24 hours have increased by 28% to $346 million. This figure accounts for more than a third of the token’s circulating market cap and reflects that buying pressure is rising rapidly.

The number of PUMP holders has also jumped since the year started, from around 110,000 to 113,000 at the time of writing.

PUMP Eyes $0.0035 After Major Trend Line Resistance Breakout The daily chart shows that the price has broken above a key trend line resistance that had acted as a ceiling multiple times in the past.

PUMP/USD Daily Chart (Coinbase) – Source: TradingView

This is a relevant price action signal that could mark the beginning of PUMP’s next leg up. For now, the most relevant target for the token is the $0.0035 level, an area that acted as support in previous instances.

If the price moves above this level, that would confirm a full-blown trend reversal and could set the stage for the beginning of a bull market for the token. The next two targets in that case would be $0.0053 and $0.0072 if the rally continues.

The Relative Strength Index (RSI) favors a bullish outlook too, as it has been on an uptrend since December 26, back when it broke above the 14-day moving average.

This means that positive momentum is strong. Meanwhile, since the oscillator is still a bit far from hitting “overbought”, there’s still enough runway for PUMP to break past these areas of resistance.

Is PUMP a “canary in the coal mine” for meme season?

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Chainlink (LINK) price jumped nearly 6% intraday and is now trading around $14.20, moving closer to the key $15 level that has capped upside for weeks. The rally has improved sentiment, but LINK has not confirmed a breakout yet. For now, price remains locked in a broader $13–$15 consolidation range, where buyers keep defending dips and sellers continue to show up near resistance.

Adding to the bullish backdrop, institutional attention around Chainlink has improved, with Bitwise’s approval of the Chainlink ETF on NYSE Arca strengthening credibility and potentially supporting steadier long-term positioning. If LINK flips $15 into support, the next targets sit near $18 and $21. Until then, LINK may keep consolidating, rewarding patience over aggressive chasing.

Chainlink Price Prediction—What’s Next For LINK in 2026?Over the last two months, $13 has acted as a strong support floor, repeatedly absorbing sell pressure. On the upside, $15 is the main hurdle, lining up with both the range ceiling and a trendline barrier. This tightening price action suggests LINK may be entering a “compression before expansion” phase, but the market needs a clean push above $15 with rising volume to validate the breakout.

The weekly LINK price shows the token following a pattern of accumulation followed by a breakout. The breakout in 2023 and 2024 resulted in a 130% jump, while in July 2025, the LINK price surged by more than 60%. On the other hand, the weekly MACD is also heading towards a bullish crossover as the selling pressure fades away. Therefore, the LINK price is required to break above the accumulation zone by surging above $15.2. Technically, this may trigger a bull run, elevating the levels beyond $30. 

Chainlink price is at the foothill of a massive explosion. Hence, if the DeFi giant follows the pattern, it may soon begin with a strong rally. On the other hand, a failure may extend the consoldition restricting the rally below $16.5 until market sentiments improve. 

Trust with CoinPedia:CoinPedia has been delivering accurate and timely cryptocurrency and blockchain updates since 2017. All content is created by our expert panel of analysts and journalists, following strict Editorial Guidelines based on E-E-A-T (Experience, Expertise, Authoritativeness, Trustworthiness). Every article is fact-checked against reputable sources to ensure accuracy, transparency, and reliability. Our review policy guarantees unbiased evaluations when recommending exchanges, platforms, or tools. We strive to provide timely updates about everything crypto & blockchain, right from startups to industry majors.

Investment Disclaimer:All opinions and insights shared represent the author's own views on current market conditions. Please do your own research before making investment decisions. Neither the writer nor the publication assumes responsibility for your financial choices.

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Bitcoin surged past $97,000 on Wednesday as the crypto finally caught up with a broader rally in equities and precious metals, with over $100 million in short positions liquidated in just one hour.

Source: TradingViewThe breakout comes after weeks of Bitcoin lagging behind traditional assets, with QCP Capital noting that the digital asset has pushed through the $95,000 resistance level that capped rallies since November.

The move higher reflects a strengthening risk-on environment driven by stable U.S. inflation and a resilient job market, creating what QCP describes as a “Goldilocks environment” where investors are piling into everything from stocks to precious metals and now crypto.

Despite geopolitical tensions in Venezuela and Iran, markets have remained resilient, interpreting U.S. involvement as a reassertion of global leadership rather than a source of instability.

Trump’s Economic Agenda Fuels Market ConfidenceQCP believes political calculations are driving the rally, arguing that President Trump is focused on achieving new equity market highs ahead of the midterm elections this year.

“The market is convinced that Trump will do anything to Make America Great Again, with his measure of success being new highs in equity markets,” QCP stated in its analysis.

The firm sees flush liquidity and renewed American leadership as Trump’s primary tools, naturally leading to U.S. outperformance and a global risk-on environment.

However, traditional markets showed cracks on Wednesday as Wall Street declined for a second straight session.

The S&P 500 fell 0.7%, while the Dow Jones Industrial Average dropped 182 points, weighed down by mixed bank earnings that disappointed investors.

Wells Fargo plunged 4.6% on weaker-than-expected revenue, while Bank of America declined 3.8% despite beating profit estimates, highlighting how elevated valuations have left little room for disappointment.

Meanwhile, precious metals continued their explosive start to the year, with gold, silver, copper, and tin all hitting record highs as investors embraced the so-called debasement trade.

Source: YahooFinanceSilver jumped 6.1% to top $92 per ounce, while gold notched another all-time peak above $4,620, capping a remarkable 65% gain in 2025.

“When gold moves first, it usually signals declining trust in fiat currencies,” Hao Hong, chief investment officer at Lotus Asset Management, told Bloomberg. “Everything is measured against gold, then most assets look cheap right now.“

Political Turmoil Amplifies Safe-Haven DemandThe precious metals rally accelerated after deadly protests in Iran killed over 500 people, with Tehran warning it could target U.S. military bases if President Trump intervenes.

Political uncertainty intensified when the Justice Department served Federal Reserve Chair Jerome Powell with grand jury subpoenas over Senate testimony, pressuring the dollar and raising questions about central bank independence.

🙅‍♂️ Fed Chair Powell accuses Trump administration of using criminal threats to pressure rate cuts after DOJ grand jury subpoenas over renovation testimony, triggering bipartisan backlash.#Fed #Trump #DOJhttps://t.co/nKiwflcFWg

— Cryptonews.com (@cryptonews) January 12, 2026 Farzam Ehsani, CEO of crypto exchange VALR, warned that the situation creates a paradox for digital assets.

“On the one hand, weakening confidence in dollar policy traditionally increases interest in decentralized assets as a hedge against political and currency risk,” he said.

“On the other hand, abrupt political maneuvers and aggressive polarization within the government are increasing instability, triggering short-term outflows from risky assets.“

Ray Youssef, CEO of the crypto app NoOnes, also noted that capital rotation, rather than panic, appears to be driving market moves.

“The US market is slightly down, but this is more likely due to capital rotation, as investors are shifting capital from riskier to more predictable sectors,” he explained, adding that gold and Bitcoin are increasingly treated as refuges from macro chaos.

QCP sees Bitcoin’s recent underperformance relative to precious metals as creating opportunity, suggesting that “the relative cheapness of Bitcoin relative to precious metals at this point may spur a rotation to digital assets.”

The firm acknowledged risks remain, particularly around pending Supreme Court decisions on tariffs, which have also been postponed again, and potential escalation in Venezuela or Iran, but believes these concerns are already priced in.

BREAKING: The US Supreme Court decides to NOT issue a highly anticipated ruling on the legality of President Trump's tariffs today.

This marks the second-straight time the ruling was not released as expected.

— The Kobeissi Letter (@KobeissiLetter) January 14, 2026 Youssef remained cautious, noting that the crypto market “continues to see active BTC selling during the U.S. trading session” and that “no compelling reason yet for the cryptocurrency’s rapid price growth.“

Shiba Inu Coin price was flat on Jan. 14, even as Bitcoin and other top altcoins rebounded. 

Summary

Shiba Inu Coin price has formed a large falling wedge chart pattern. The coin’s burn rate jumped by over 1,000% on Wednesday. The supply of SHIB coins in exchanges has dropped in the past few months. Shiba Inu (SHIB), a top meme coin on Ethereum’s network, was trading at $0.00000885, ~30% above its December low. This consolidation, however, could be about to end as the token’s burn rate jumps and a falling wedge pattern forms.

Data compiled by Shiburn shows that the daily burn rate soared by 1,057% today to over 1.4 million. Its token burns have led to a significant reduction in the circulating supply to 585.4 billion.

Additional data indicate that the supply of SHIB tokens on exchanges has continued to fall this year. In most cases, a decline in exchange supply is usually a bullish sign as it is a sign that investors are accumulating the token. Indeed, according to Nansen, whales have boosted their holdings this year, with transactions rising by 111%.

One reason for the accumulation is that Shiba Inu has become cheap after plunging by more than 70% from its peak in 2025. The 30-day Market Value to Realized Value (MVRV) ratio has declined to 4.7%, indicating further gains, as the historical average is between 10% and 25%.

Additionally, the Crypto Fear and Greed Index has jumped from the extreme fear zone of 10 to 53 today. It is likely to move into the greed zone soon. Meme coins often do well when the index moves to the greed area.

Shiba Inu Coin price technical analysis SHIB price chart | Source: crypto.news The daily chart shows that the SHIB price bottomed at $0.0000068 in December and then rebounded to nearly $0.000010. This rebound happened as the two lines of the multi-month falling wedge pattern neared their convergence. 

Shiba Inu rebounded above this upper side and then retested it. A break-and-retest is a common approach used to confirm breakouts. 

The coin’s Relative Strength Index and the Percentage Price Oscillator have pointed upwards. Therefore, the most likely scenario is a rebound as bulls target the crucial resistance level at $0.00001485, its highest level in September last year.

The bullish SHIB price forecast will become invalid if it drops below the lower side of the wedge at $0.0000068. 

Ethereum trades at $3,389.33, up 6.37% in 24 hours, 7.27% in the last 7 days, and 13.6% in the last 30 days. Volume surged to $36.4 billion, up more than 82%. Price looks healthy, yet it still lags the explosive growth under the hood. Ethereum now faces a familiar question. Does usage eventually force price to catch up?

Right now, that gap looks impossible to ignore.

Network Activity Reaches Record HighsEthereum’s on-chain metrics just printed historic levels. Santiment data shows 393,500 new wallets created in a single day. That marks an all-time high. Over the past three weeks, wallet creation averaged more than 327,000 per day.

Nansen data confirms the trend. Monthly active addresses jumped 45% to 12.4 million while transaction counts climbed 23% to over 55 million. Only Linea grew faster over the same period.

Ethereum also tightened its grip on high-value sectors:

76% dominance in DeFi

63% dominance in real-world assets

This happened despite growing competition from Layer 1s and Layer 2s. The Fusaka upgrade, rising stablecoin usage, and renewed RWA demand all played a role. Two more upgrades, Glamsterdam and Hegota, sit ahead and both aim to boost speed and security. Usage looks alive, and price still plays catch-up.

CLARITY Act Could Change the GameThe next catalyst comes from Washington. The U.S. Senate is set to mark up the CLARITY Act this week. The bill aims to draw a clear line between the SEC and CFTC. Many see it as a path to classify ETH as a digital commodity.

That matters. For years, Ethereum lived under regulatory fog. Unclear rules capped institutional conviction, and clarity could flip that script. Would large capital finally treat ETH like digital infrastructure rather than a legal risk? Markets rarely wait for certainty. They front-run it.

Institutions and Corporations Load Up on ETHCapital already moves quietly. Bitmine Immersion Technologies now holds 4.168 million ETH. That equals about 3.45% of total supply. Nearly 1.26 million ETH sits staked and Bitmine aims for 5% supply ownership in months, not years.

The company also holds nearly $14 billion in crypto and cash. Tom Lee urges shareholders to support a strategy focused on growing ETH per share. Bitmine remains the largest fresh-money buyer of ETH globally. Between Jan 5th and Jan 11th, Bitmine bought 24,266 $ETH($75.59M), marking its lowest weekly purchase on record.

This trend mirrors Bitcoin’s corporate phase, and Ethereum now enters its own version.

Technical Structure Sets the ToneTechnicals matter more than headlines. ETH trades near a $3,350 known supply zone. A recent CPI-driven rally helped ETH reclaim rising trend support and now, higher lows remain intact.

Key levels define the roadmap:

Break and close above $3,350 opens $3,600

Holding $3,600 sets sights on $4,000

Failure keeps ETH range-bound

Source: TradingView

Standard Chartered sees ETH at $40,000 by 2030. That sounds extreme, but the logic hinges on capital retention, staking growth, and long-duration holding. Without that, price spikes fade, but with all that, supply tightens.

$ETH Price Prediction TableYearMin PriceAvg PriceMax Price2026$3,800$5,200$7,5002027$5,500$7,200$9,8002028$7,800$10,500$14,0002029$11,500$16,000$22,0002030$18,000$28,000$40,0002040$95,000$140,000$220,000Final Thoughts on ETH’s Long-Term OutlookEthereum does not lack demand. It lacks price recognition. Record activity, regulatory momentum, and aggressive corporate accumulation change the equation, and the CLARITY Act could remove the final mental barrier.

Does ETH need hype? It just needs time for all the developments to materialise. The structure looks ready, but the question remains simple. Will the market wait, or will it rush in once the breakout starts?

Decentralized leverage trading platform Futureswap has been exploited for a second time in four days, with the hackers stealing an estimated $74,000 this time around.

Blockchain security firm BlockSec Phalcon disclosed the second attack on X, revealing that attackers had exploited a new vulnerability in the same contract they had targeted just days earlier. The security firm noted that “while the loss is not large, the interesting part is that a new attack surface appeared: a reentrancy vulnerability.”

The attacker employed a two-step process involving Futureswap’s mandatory three-day cooldown period to systematically drain funds.

According to Phalcon, BlockSec’s threat detection platform, the attacker first re-entered the 0x5308fcb1 function before the contract updated its internal accounting. Then the “attacker minted an excessive amount of LP tokens relative to the assets actually deposited.”

After waiting out the withdrawal cooldown, the attacker burned the illicitly minted tokens to redeem the underlying collateral, effectively siphoning assets from the protocol along with the profit.

Futureswap is hacked for the third time in one month The latest attack comes a few days after the platform lost over $395,000 in an exploit that popped up BlockSec’s Phalcon’s radar. The attackers that participated in that exploit stole the funds through multiple changePosition operations. That incident appeared related to unexpected stableBalance accounting changes during position updates that later allowed USDC to be released when removing collateral.

Futureswap also suffered a governance attack in December 2025 that netted attackers at least $830,000. In that incident, hackers used a flash loan to temporarily borrow governance tokens, gaining voting power to pass a malicious proposal that transferred funds from the protocol.

Futureswap has so far lost over $1 million cumulatively across three separate attacks that have leveraged different vulnerabilities on the platform.

Legacy DeFi protocols under siege The Futureswap incidents form part of the over $27 million lost to hackers who continue to target legacy DeFi platforms into 2026.

Other Arbitrum-based protocols have suffered similar fates in recent weeks. In early January, USDGambit and TLP lost $1.5 million when attackers gained admin access and deployed malicious smart contracts. TMX Tribe suffered a $1.4 million exploit, while the IPOR Fusion USDC vault lost $336,000 through a legacy contract vulnerability, though it has pledged to fully reimburse affected users.

Despite the security breaches that have hit protocols based on Arbitrum, the layer-2 blockchain still holds over $3.1 billion in total value locked in DeFi, which some analysts may say is part of what makes it an attractive target for attackers.

The network has remained near the top position among Ethereum Layer-2 solutions in terms of total value locked since launching in 2021.

What’s going on at the Futureswap camp? Nobody on the Futureswap team has released a statement concerning the exploits. The last post on the platform’s X account dates to 2023, and the protocol is said to have been last audited in 2021.

The case raises difficult questions about responsibility when protocols are abandoned but continue to hold user funds. Security experts recommend that teams either properly deprecate and sunset legacy contracts or conduct fresh security audits and verify source code.

Users, meanwhile, are advised to withdraw assets from older contracts showing signs of abandonment.

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Bitcoin’s (BTC) start-of-year recovery continued into the second week of January as the cryptocurrency made fresh 2026 highs above $96,000. The rally confirmed a new higher high structure, and traders are hopeful that a rally above $100,000 is the next target.

Bitcoin one-day chart. Source: Cointelegraph/TradingViewKey takeaways:

Bitcoin secured a daily close above $95,000, confirming a higher high and weakening near-term resistance.

Binance net taker volume briefly exceeded $500 million, coinciding with rising open interest and the lowest hourly funding rate since October 2025.

With limited resistance above $95,000, a technical rally to $103,500 is possible. 

Key Bitcoin metrics indicate a rally is here to stayOnchain data shows Bitcoin’s rally gaining strength. The Coinbase Premium Index has gradually reset after sustained selling between Jan. 6 and Jan. 11. While the index remains net-negative, the pace of selling pressure has clearly slowed, suggesting reduced panic from US-based investors.

Bitcoin Coinbase Premium Index. Source: CryptoQuantAdditionally, the seven-day average Bitcoin inflow to Coinbase Advanced is running at roughly 2.5 times its baseline. Similar inflow spikes in the past have preceded price appreciation, tied to spot accumulation, OTC settlement, or ETF positioning rather than outright selling.

At the same time, stablecoin inflows remain muted. This points to a waiting phase from investors, and in past cycles, stablecoin liquidity has frequently lagged BTC inflows, but it can turn into a conditional bullish signal if follow-through demand emerges.

Bitcoin price and open interest percentage change. Source: Amr Taha/CryptoQuantDerivatives data reinforces this view. Crypto analyst Amr Taha noted a sharp expansion in Binance net taker volume, with a single hourly candle exceeding $500 million in aggressive market buying.

Combined with rising open interest, this behavior has historically aligned with trend continuation rather than reversals. Similar conditions earlier this month preceded a rapid move toward $96,000.

Bitcoin’s hourly funding rate also hit its lowest level since October 17, 2025, reflecting crowded short exposure and cautious use of leverage. As funding normalized, the price rallied sharply, suggesting shorts were forced to unwind into strength.

Bitcoin funding rate across all exchanges. Source: CryptoQuantKey price levels to watch for BTCIn the short-term, traders will continue to watch $100,000. However, from a technical standpoint, the next major supply zone sits higher between $103,300 and $107,500. Between $95,000 and $103,300, overhead resistance is notably thin, allowing room for price expansion if the momentum persists.

Bitcoin four-hour chart. Source: Cointelegraph/TradingViewThe broader market liquidity remains light across both spot and futures markets, leaving BTC vulnerable to sharp swings. The recent rally above $95,300 liquidated $270 millions in short positions, shifting the next meaningful liquidity cluster to the long side.

From a structural perspective, the $92,500 to $90,000 region also stands out on the lower end. A daily order block formed there following the rally, marking a potential zone where Bitcoin could establish its next higher low. Holding that area would strengthen the case for a sustained push above $100,000 before month-end.

This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision. While we strive to provide accurate and timely information, Cointelegraph does not guarantee the accuracy, completeness, or reliability of any information in this article. This article may contain forward-looking statements that are subject to risks and uncertainties. Cointelegraph will not be liable for any loss or damage arising from your reliance on this information.

Ether’s price performance left many investors frustrated last cycle. While other assets captured attention with faster rallies, ETH has struggled to keep pace, raising questions about whether Ether is losing relevance or simply being misunderstood.

In a recent interview with Cointelegraph, Vivek Raman, CEO of Etherealize, offered a very different perspective. Rather than focusing on short-term price action, Raman pointed to a growing gap between market sentiment and Ether’s (ETH) underlying fundamentals, which he says may define the opportunity in 2026.

Raman highlighted Ethereum’s continued dominance in areas that matter most to institutions. Today, the Ethereum network and its layer-2 chains host the majority of stablecoin activity, within a market that exceeds $300 billion globally. Ethereum is also the leading network for tokenized real-world assets, with data showing it accounts for more than 90% of all tokenized assets onchain.

The interview also examined how traditional finance is shifting from experimentation to real-world deployment. Major institutions such as JPMorgan Chase and Fidelity have launched tokenized investment products using Ethereum infrastructure, a move that would have seemed unlikely just a few years ago. Raman argues that this shift has only recently become possible due to greater regulatory clarity, particularly in the United States.

Rather than offering a simple price forecast, Raman laid out a forward-looking framework linking the growth of stablecoins, tokenization and Ethereum’s role as neutral financial infrastructure. While still early, he says these structural trends could eventually prompt the market to reassess how ETH is valued.

The conversation challenges viewers to look beyond near-term price volatility and consider whether Ethereum’s recent underperformance may be obscuring a much larger long-term opportunity.

To hear Raman’s outlook for 2026, watch the complete interview on the Cointelegraph YouTube channel.

This interview has been edited and condensed for clarity.

Prediction markets protocol to launch USD1‑denominated markets on BNB Chain, shifting all BNB markets to USD1 settlement. Key Takeaways Myriad integrates USD1 stablecoin as its first base settlement asset on BNB Chain. The integration aims to standardize liquidity and infrastructure while boosting stablecoin utility in prediction markets. Myriad Markets, a prediction market protocol, has integrated World Liberty Financial’s USD1 stablecoin as its first base settlement asset, bringing the dollar-backed token to BNB Chain as part of a broader product expansion.

The integration went live earlier today with USD1-denominated markets, starting with Myriad’s Candles product, a market structure designed for short timeframes, continuous liquidity, and automated resolution. USD1 pools will initially be available to users outside the US.

Following the rollout, Myriad plans to transition its BNB prediction markets to operate exclusively with USD1 during the first quarter of 2026, consolidating liquidity and standardizing infrastructure across the protocol.

“Myriad’s integration of USD1 expands the real-world utility of stable, dollar-backed digital assets in emerging on-chain markets,” said Zach Witkoff, co-founder of World Liberty Financial.

Farokh Sarmad, co-founder and president of Myriad, noted the personal significance of the partnership.

“From the moment I interviewed President Trump in September 2024, I knew WLFI would be something the team, their partners, and the broader industry would take very seriously,” Sarmad said. “This announcement is a full-circle moment as Myriad becomes the first prediction market using USD1 as a base settlement asset.”

Additional market formats and features are planned as part of a phased expansion in early 2026.

Disclaimer

Journalist

Posted: January 14, 2026

Pepe [PEPE] is back! After a strong start to 2026, the memecoin just jumped another 12% in the last 24 hours. What’s going on?

Pepe breaks out as pace returns PEPE’s latest move is a very clean breakout. The chart shows price pushing strongly above its recent range, delivering a 12% jump before slowing down slightly.

Source: TradingView

The memecoin is still holding above its prior support zone, so buyers haven’t rushed for the exits just yet. Increased volume means real crowds are pushing the move.

The RSI was in the mid-60s, so there was pace with mild overheating. Even as price pauses, Pepe’s structure remains constructive.

The short-term trend is in the bull’s favor.

Altcoins take the wheel, and Pepe keeps pace Over the past 60 days, a growing number of altcoins have outperformed Bitcoin [BTC], and PEPE sits firmly in that group.

Alphractal data showed Bitcoin’s returns going flat, while select altcoins pushed higher; this is a clear rotation. Perhaps traders are looking for higher upside beyond BTC, especially after the strong breakouts.

Source: Alphractal

PEPE’s recent jump fits neatly into the narrative, so the move isn’t happening out of the blue.

Whales keep the pace going There’s been a clear rise in whale activity around PEPE’s recent push higher, with frequent transactions above $100K. Some have even crossed the $1 million mark, appearing alongside the gains.

Source: Santiment

Large holders seem active during both breakouts and pullbacks, so traders are positioning for a time. Even when the price fell for a bit, whale transactions didn’t disappear, so interest is beyond just the price charts.

Bigger players haven’t walked away from the move yet. Provided the current pace holds, their steady presence could help cushion dips and keep PEPE in play.

Final Thoughts PEPE’s 12% daily jump is happening during a greater altcoin rotation. Dips may be supported, but momentum needs volume to stay strong.

The spike reflects utility-driven growth, with lower fees and smoother Layer-2 activity after the Fusaka upgrade attracting new users.

On Sunday, January 11, 2026, the Ethereum network saw an unprecedented 393,600 new wallets created in a 24-hour period, setting a new all-time high for daily user growth.

This historic spike in network adoption came even as Ethereum’s native ETH token is trading below its 2025 peak, suggesting a powerful wave of new users is being driven by utility and upgrades rather than speculative price action alone.

A Network Activity Explosion According to data from Santiment, Ethereum averaged more than 327,000 new addresses daily across the past week, culminating in Sunday’s record. The analytics firm linked the rise to a mix of technical upgrades, practical usage, and shifting market mood.

According to them, one major factor is the Fusaka upgrade, deployed in early December 2025. The update changed how data is processed on Ethereum and lowered the cost for Layer-2 networks to post data back to the main chain. Lower fees and smoother interactions made it easier for users to engage with decentralized apps, rollups, and on-chain services, often starting with the creation of a new wallet.

Stablecoin usage has also played a central role. Santiment noted that Ethereum processed about $8 trillion in stablecoin transfers during the fourth quarter of 2025, the highest quarterly figure on record. Such volumes point to the blockchain’s role in payments and settlement, drawing in users who need wallets to hold or move dollar-pegged tokens.

Social data suggests fresh participants have been entering the ecosystem since December, even while ETH traded sideways. Santiment added that sentiment among holders shifted from negative to neutral or slightly positive in mid-December, a change that often lines up with increased retail onboarding around the turn of the year.

Price Action Firms Up as Traders Rebuild Positions At the time of writing, ETH was trading around $3,300, up about 6% in the last 24 hours and more than 2% over seven days. However, the move trails the wider crypto market, which gained close to 4% in the same weekly window, showing the asset has not led the latest market bounce.

You may also like: Ethereum Dominates 2025: DeFi TVL Tops $99B, Stablecoin Volume Hits $18.8T The Highway Analogy: Vitalik Buterin’s Plan to Scale Ethereum 1000x CNBC Crowns XRP Hottest Crypto Trade of 2026 Over BTC and ETH: Here’s Why Meanwhile, on a 30-day view, ETH is up about 6%, while it remains roughly 33% below its all-time high near $4,900 set in August 2025.

Traders on X have focused on nearby technical levels. Ted Pillows wrote that ETH clearing $3,300 puts attention on $3,450, while warning that failure there could pull prices back. Another analyst, CW, flagged sell pressure near $3,700.

Derivatives data has also added context to the move. Analysis firm Arab Chain reported that Ethereum open interest on Binance climbed to about $8.6 billion, the highest since October 9, 2025. The rise follows a steep reset in the same month, when liquidations pushed open interest below $7 billion.

That backdrop lines up with a previous analysis that highlighted a bullish crossover on Ethereum’s higher-timeframe charts and growing attention on the ETH/BTC pair. Together with record wallet creation, the data paints a picture of an ecosystem seeing deeper engagement, even before a clear breakout in price takes shape.

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19h05 ▪ 4 min read ▪ by Evans S.

Summarize this article with:

Bitcoin mining loves podiums. One number climbs, another falls, and the ecosystem tells itself a simple story. Except that in this industry, the way you count matters almost as much as the machines. And that’s exactly what makes the “Bitdeer moment” interesting. Bitdeer claims to have reached 71 EH/s of total hashrate “under management” at the end of December 2025. According to this metric, the company surpasses MARA, which reports 61.7 EH/s of “Energized Compute” and a fleet efficiency of 19 J/TH. The title of “largest Bitcoin miner” therefore depends first and foremost on the definition.

En bref Bitdeer overtakes MARA with 71 EH/s, positioning itself as the No.1 in “managed hashrate”. However, the metrics are not the same: Bitdeer combines self-mining and hosting, while MARA reports an “energized” hashrate. Bitdeer is pushing its SEALMINER chips and accelerating its shift toward AI/HPC. Mining Bitcoin : A throne built on a definition Bitdeer does not just say “we mine bitcoin”. Bitdeer says: we manage. In its 71 EH/s, the company adds its self-mining (55.2 EH/s) and hosted machines (rigs operated for others). In its 71 EH/s, it combines self-mining and machines hosted for third parties, operated in its infrastructures. It’s a broad snapshot, almost “industry” level.

MARA, on the other hand, highlights a stricter measurement. Its public reminder speaks of Energized Compute, meaning the hashrate actually powered, connected, active. The number is clean, readable, and it comes with another signal: the fleet’s energy efficiency. It’s another way to explain Bitcoin mining to the market.

The result is strangely logical. We’re comparing two thermometers that don’t take the temperature in the same place. And Bitdeer gains a narrative advantage: imposing its “hashrate under management” indicator in the conversation already shifts the ranking rules.

SEALMINER : the silent weapon Where Bitdeer really becomes dangerous is not just on one metric. It’s on technology. The company is pushing its SEALMINER range, and announces that the SEAL04-1 chip showed an efficiency of about 6–7 J/TH at the chip level during verification, in low power mode, with mass production targeted in Q1 2026.

Put another way: Bitdeer wants to control more of its chain. To be less dependent on the ASIC market, to produce more, to integrate more. It’s a strategy that goes beyond “classic” Bitcoin mining. It’s no longer just about buying machines. It’s about the ability to decide the pace of fleet evolution.

And the production figures serve as a showcase. Bitdeer states 636 BTC mined in December 2025, against 145 BTC in December 2024. The acceleration is clear. The important detail remains off-screen: how many machines, which generations, what energy cost. But the effect on the bitcoin narrative is immediate.

The real match : AI, energy and treasury The setting has changed. Bitcoin mining is no longer the sole end in itself. Access to energy and buildings “ready for power” becomes a launchpad for HPC and AI. In this view, some miners are more willing to sell their production to finance infrastructures that will survive multiple cycles.

Against this, MARA cultivates a different stance. The company highlights a reserve strategy, with over 50,000 bitcoin in treasury, presented as the result of a HODL approach and a structured accumulation. It’s another style: less “factory”, more “war chest”.

And the market decides without sentimentality. On January 14, 2026, BTDR trades around $12.77 and MARA around $10.95. Bitdeer can win a managed hashrate title, while the real battle is played out on energy, chips, financial discipline… and the ability to stand tall when Bitcoin difficulty accelerates. Meanwhile, the power law model predicts a major test for bitcoin.

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Evans S.

Fascinated by Bitcoin since 2017, Evariste has continuously researched the subject. While his initial interest was in trading, he now actively seeks to understand all advances centered on cryptocurrencies. As an editor, he strives to consistently deliver high-quality work that reflects the state of the sector as a whole.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

Journalist

Posted: January 14, 2026

Sui Network experienced an extended mainnet stall on 14 January, temporarily disrupting transactions and access to ecosystem applications.

In a post shared on X, the Sui team confirmed that the network was “currently experiencing a network stall,” adding that the core development team was actively working on a fix. 

Source: X/Sui

The update warned users that dApps such as Slush and SuiScan could be unavailable and that transactions might be delayed or unable to process until normal operations resume.

At the time of writing, the network had not yet fully recovered.

Sui transactions halt as validators fail to finalize blocks On-chain data from Sui explorers revealed a series of stalled or system-level transactions, characterized by repeated entries and failed attempts to finalize blocks. The downtime has been for almost 3 hours at the time of this writing.

While some programmable transactions continued to appear, overall throughput dropped sharply, indicating that validators were unable to consistently agree on new blocks.

Source: Sui scanner

The incident marks one of the more visible disruptions on Sui in recent months. It comes amid renewed attention on the network’s performance during periods of rising activity.

Sui TVL climbs back above $1bn before outage Despite the stall, recent data from DeFiLlama shows that Sui’s total value locked [TVL] had already staged a notable recovery before the disruption.

As of 14 January, Sui’s TVL stood at approximately $1.05 billion, its highest level in several weeks. This represents a rebound from late-December levels, when TVL hovered around the $900 million mark. 

Source: DefiLlama

The rise was accompanied by increased decentralized exchange [DEX] activity, with daily DEX volume reaching roughly $371 million on the same day.

The TVL recovery suggests that capital had been flowing back into Sui-based DeFi protocols, even as broader market conditions remained volatile.

SUI price rebounds toward $2 amid higher volume SUI’s price action also reflected renewed momentum before the network stall.

On the 12-hour chart, SUI was trading at around $1.90, up roughly 4.7% on the day, after rebounding from December lows near $1.40.

Trading volume increased alongside the move, with several recent sessions exhibiting elevated activity compared to late December.

Source: TradingView

However, the rally remains technically fragile. SUI is still trading well below its November highs above $2.50, and the broader trend since October continues to show lower highs despite the recent bounce.

The ongoing network disruption adds layer of uncertainty for short-term price action, particularly if the stall persists.

Network reliability back in focus The Sui team has not yet provided a timeline for full restoration, stating only that updates would be shared as they become available. 

Until then, users and developers remain unable to rely on normal transaction processing.

Final Thoughts Sui’s extended mainnet stall comes at a moment when the network had begun showing signs of renewed momentum, with TVL rebounding above $1 billion and decentralized trading activity picking up. While the outage has not yet triggered a sharp unwind in on-chain capital or price, the incident puts renewed focus on network reliability as usage and liquidity start to return.

Key NotesPrivacy-focused cryptocurrencies experienced significant upward momentum with DASH outperforming major competitors in the category.Exchange relistings and payment platform integrations potentially catalyzed increased trading activity and market participation.Derivatives markets saw substantial forced closures as short positions were liquidated during the price surge. DASH posted a 54% gain over 24 hours, reaching $85.96 as trading volume climbed to $1.29 billion across exchanges.

The token’s daily volume rose 72% from the previous session. Seven-day volume increased 525%, climbing from approximately $39 million on Jan. 10 to $1.29 billion on Jan. 14. Despite the rally, DASH DASH $85.51 24h volatility: 53.0% Market cap: $1.07 B Vol. 24h: $1.34 B remains approximately 94% below its December 2017 peak of $1,493.59. The move extends a seven-day rally that has seen the token gain 107% from its weekly low of $36.87.

DASH price 1D | Source: TradingView

DASH is classified as a privacy coin, a category of cryptocurrency that obscures transaction details using cryptographic features, distinguishing them from transparent blockchains like Bitcoin.

The token led all major privacy coins during the session. Horizen gained 23.1%, Decred added 19.3%, Zcash rose 9.3%, and Monero increased 8.6%, according to CoinGecko category data.

On Jan. 13, Alchemy Pay announced support for DASH, enabling users to purchase the token with credit cards, Apple Pay, and bank transfers across 173 countries, though it remains unclear whether this partnership was a significant driver of the price increase.

We’re excited to support @dashpay on #AlchemyPay’s fiat on-ramp. $DASH can now be purchased with local fiat payments across 173 countries, bringing fast, affordable digital cash closer to everyday use.https://t.co/U6rM4iuCAP$ACH pic.twitter.com/oVbn7gOPh7

— Alchemy Pay|$ACH: Fiat-Crypto Payment Gateway (@AlchemyPay) January 13, 2026

Analyst Commentary Analyst @CryptoWinkle pointed to improved trading access after OKX, a major exchange, relisted the token. The analyst noted that the relisting “restored access and depth, driving participation” while accumulation patterns became visible as selling pressure faded. The move follows OKX’s Nov. 23 Zcash relisting, signaling renewed exchange appetite for privacy tokens.

$DASH: momentum returning@Dashpay posted a sharp +23% daily move, breaking above key resistance as liquidity improved and sellers stepped aside.

What stands out:
1) Liquidity catalyst: OKX relisting restored access and depth, driving participation
2) Structure: Price reclaimed… pic.twitter.com/TwntHAjXXH

— Crypto Winkle (@CryptoWinkle) January 13, 2026

Multiple traders on X observed a broader rotation into privacy-focused assets. Trader @rushicrypto characterized the environment as “privacy season,” while @KookCapitalLLC noted that “privacy betas are going crazy.”

Broader Market Conditions In the derivatives market, traders betting against rising prices were forced to close positions. Total forced closures reached $770.22 million over 24 hours, with short positions accounting for 86.8% of that figure.

The Fear & Greed Index, a market sentiment indicator ranging from 0 (extreme fear) to 100 (extreme greed), registered 48, indicating neutral sentiment. This marked a recovery from 26 the previous day. The broader market added 3.42% to total market capitalization, which reached $3.37 trillion.

The privacy coins category gained 13.1% overall, with a combined market cap of $24 billion. The category has added 24.6% over seven days. While DASH led daily gains, Monero holds the largest market cap in the sector at $13.4 billion. Zcash has struggled following the ECC team’s mass resignation on Jan. 7, which triggered a price drop amid governance disputes with the Bootstrap nonprofit board.

Disclaimer: Coinspeaker is committed to providing unbiased and transparent reporting. This article aims to deliver accurate and timely information but should not be taken as financial or investment advice. Since market conditions can change rapidly, we encourage you to verify information on your own and consult with a professional before making any decisions based on this content.

Cryptocurrency News, News

As a Web3 marketing strategist and former CMO of DuckDAO, Zoran Spirkovski translates complex crypto concepts into compelling narratives that drive growth. With a background in crypto journalism, he excels in developing go-to-market strategies for DeFi, L2, and GameFi projects.

Zoran Spirkovski on X

Key Takeaways SKIL is shifting to an AI-native platform, positioning AI as core to skill management and GTM strategy.SKIL used AI in above 50% of content work in 3Q26, helping cut content and software development costs 2.4%.SKIL is integrating AI and CAISY into next-gen Percipio to enhance learning and aid enterprise contracts. Skillsoft Corp. (SKIL - Free Report) has adopted AI as a native construct inside its platform, which is turning out to be a critical component in the company’s journey. Inclination toward AI is due to the company’s faith in trends shifting toward AI-driven skills management, which is changing the go-to-market (GTM) approach to capturing opportunities.

The CEO stated that the company is pivoting toward an AI-native platform and content provider like Netflix, a pretty optimistic comparison, displaying the management’s confidence. On the operational and content efficiency front, Skillsoft’s AI-led strategy bears fruit. In the third quarter of fiscal 2026, SKIL reported that it used AI in more than 50% of the design, curation and production of its content.

Content and software development expenses dipped 2.4% year over year on the back of productivity gains from utilizing AI. The company has gathered trust points from its customers by using the same AI tools internally that it provides to its customers.

Investors might be taken aback due to the deterioration in SKIL’s revenues, as it dipped 6% year over year to $129 million in the third quarter of fiscal 2026. The primary contributor to this detriment was the Global Knowledge (“GK”) segment, which recorded an 18% year-over-year decline in its revenues. However, the Talent Development Solutions (“TDS”) segment appears promising.

During the recently reported quarter’s earnings call, the CEO remarked that AI is not replacing learning platforms, but rather elevating their strategic relevance. The company’s motives align with the aforementioned phenomenon as it integrates AI and CAISY in the next-gen Skillsoft Percipio to drive enterprise contracts.

SKIL’s Price Performance, Valuation & EstimatesSkillsoft has plummeted 73% in a year against the industry’s 19.4% growth. Meanwhile, SKIL’s industry peer VerifyMe (VRME - Free Report) has fallen 74.1%, while Agora (API - Free Report) has gained 13.2%.

1-Year Share Price PerformanceImage Source: Zacks Investment Research

From a valuation standpoint, SKIL trades at a 12-month forward price-to-sales ratio of 0.14. It trades cheaper than VerifyMe’s and Agora’s 1.04 and 2.94, respectively.

Price/Sales - F12MImage Source: Zacks Investment Research

Skillsoft has a Value Score of A. Agora and VerifyMe carry a Value Score of C.

The Zacks Consensus Estimate for EPS for 2025 is set at $4.17, which has been revised up 19.8% over the past 60 days. The consensus mark for EPS for 2026 is pinned at $4.54, which has been revised down 9.9% over the past 60 days.

Image Source: Zacks Investment Research

SKIL sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Key Takeaways PAAS raised the 2025 silver guidance to 22-25M ounces after producing 15.6M ounces in the past nine months.PAAS has gained a 44% stake in Juanicipio, and is expected to produce 14.7-16.7M ounces in 2025.PAAS expects gains from La Colorada ventilation improvements and higher throughput at El Penon. Pan American Silver Corp. (PAAS - Free Report) delivered a solid performance in the first nine months of 2025, backed by strong production growth and record silver prices. PAAS’s silver production increased 4% year over year in the first nine months of 2025 to 15.6 million ounces. This upbeat performance has set an optimistic tone for the fourth quarter.

In early September, PAAS completed its previously stated acquisition of MAG Silver Corp. Pan American Silver gained a 44% stake in the Juanicipio project, which is a large-scale, high-grade silver mine in Zacatecas operated by Fresnillo plc. PAAS’s production outlook for the Juanicipio mine is at 14.7-16.7 million ounces of silver for 2025.

Considering a month of strong performance from its stake in the Juanicipio mine, Pan American Silver increased its 2025 silver production outlook to 22-25 million ounces at the end of the third quarter of 2025 from the prior stated 20-21 million. The company produced 21.1 million ounces of silver in 2024.

The results will also benefit from higher output at La Colorada mine due to a significant improvement in ventilation conditions. In the first nine months of 2025, El Peñon saw gains attributed to higher throughput, resulting from higher silver grades. Huaron reported improved numbers due to higher throughput from additional development meters and tons, but at lower grades. These will also aid the company’s upbeat guidance.

Pan American Silver Peers’ 2025 GuidanceHecla Mining Company (HL - Free Report) projected 2025 silver production of 16.2-17 million ounces. Hecla Mining produced 16.2 million ounces of silver in 2024.

Avino Silver & Gold Mines Ltd. (ASM - Free Report) expected 2025 production of 2.5-2.8 million silver equivalent ounces (AgEq). Avino Silver produced 2.65 million ounces of AgEq in 2024.

PAAS’ Price Performance, Valuation & EstimatesPan American Silver’s stock has skyrocketed 167.9% in a year compared with the industry’s upsurge of 212.9%. Meanwhile, the Basic Materials sector has risen 41.3% and the S&P 500 has returned 21.3%.

Image Source: Zacks Investment Research

PAAS is currently trading at a forward 12-month price-to-earnings multiple of 15.20X, at a discount to the industry average of 20.12X.

Image Source: Zacks Investment Research

In comparison, Avino Silver and Hecla Mining are trading higher at 22.45X and 41.91, respectively.

The Zacks Consensus Estimate for Pan American Silver’s earnings for 2025 and 2026 has moved up 2.8% and 7.9%, respectively, over the past 60 days.

Image Source: Zacks Investment Research

The consensus mark for 2025 earnings is pegged at $2.21 per share, indicating a year-over-year upsurge of 179.7%. The estimate for 2026 of $3.67 suggests an increase of 66.1%. 

Image Source: Zacks Investment Research

PAAS currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Key Takeaways Realty Income offers stability with broad diversification, high occupancy and dividend growth.Prologis saw strong Q3 leasing activity and sharp rent growth as older leases rolled over.PLD is expanding development and data center capacity to drive long-term cash flow growth. Choosing between Realty Income (O - Free Report) and Prologis (PLD - Free Report) is not a simple income-versus-growth debate. Both are high-quality REITs with long operating histories, strong management teams and global portfolios. Yet, they are built for very different investor needs. Realty Income is designed to deliver consistency and predictability, while Prologis is structured to capture long-term growth tied to global logistics and infrastructure trends.

What makes this comparison timely is how each company is positioning itself for the next phase of the real estate cycle. Realty Income is leaning into scale, diversification and partnerships to reinforce stability. Prologis is doubling down on secular demand drivers such as e-commerce, supply-chain reconfiguration and data infrastructure. These choices shape not only near-term performance but also how each company compounds value over time.

For investors deciding where to allocate capital today, the key question is not which company is safer, but which one is better positioned to grow cash flows steadily in a changing global economy.

The Case for Realty IncomeRealty Income’s biggest strength is the durability of its business model. As of the third quarter of 2025, the company owned more than 15,500 properties leased to more than 1,600 tenants across 92 industries, with portfolio occupancy close to 99%. This level of diversification reduces dependence on any single tenant or sector and supports reliable rent collection through different economic cycles. During the third quarter of 2025, rent recapture on expiring leases exceeded 100%, showing that Realty Income has been able to maintain pricing power even in a cautious environment.

The company has also remained very active on the capital deployment front. In the third quarter alone, Realty Income invested about $1.4 billion, taking year-to-date investments to nearly $4 billion. Europe has become an increasingly important growth market, accounting for a large share of new investments, while strategic initiatives such as the partnership with GIC and the $800 million preferred equity investment in CityCenter Las Vegas expand the company’s opportunity set beyond traditional net lease acquisitions. Management raised full-year 2025 investment guidance to roughly $6 billion.

From an income perspective, Realty Income continues to do what it is best known for. The company declared its 133rd common stock monthly dividend increase in 2025, reinforcing its reputation as a dependable income generator. This consistency is supported by long lease terms, high-quality tenants and disciplined balance sheet management, which together help smooth earnings and cash flows.

That said, the price of Realty Income’s stability is measured growth. Same-store revenue gains are steady but limited, and the net lease structure caps upside in stronger economies. Exposure to select retail tenants requires ongoing credit vigilance, while broad diversification reduces sensitivity to faster-growing sectors, slightly moderating near-term growth potential.

The Case for PrologisPrologis operates at the center of global logistics, a segment supported by long-term structural demand rather than short-term economic cycles. In the third quarter of 2025, Prologis signed nearly 62 million square feet of leases, one of the strongest leasing quarters in its history. Portfolio occupancy improved sequentially to about 95.3%, while rent change was strong, with net effective rent growth close to 50% and cash rent growth around 29% during the quarter. These figures highlight the company’s ability to capture mark-to-market gains as older leases roll over.

Prologis also increased its full-year development starts outlook to as much as $3.25 billion at its share, with more than half of development activity tied to build-to-suit projects for large global customers. This approach reduces leasing risk while locking in long-term demand.
One of Prologis’ most important differentiators is how it is expanding beyond traditional warehouses. With 5.2 gigawatts of power either secured or in an advanced stage, Prologis is one of the largest owners of utility-fed power available for data centers, representing billions of dollars in long-term investment opportunity. This strategy ties Prologis directly to growth in cloud computing, AI workloads and digital infrastructure while leveraging its existing land bank and customer relationships.

Balance sheet strength further supports this growth. Prologis ended the quarter with an in-place cost of debt around 3.2%, an average debt maturity of more than eight years and broad access to global capital markets. This financial flexibility allows the company to invest through cycles without sacrificing long-term returns.

While there are some risks to consider with industrial real estate being influenced by global trade and economic conditions, these negatives are relatively limited when weighed against the company’s leasing momentum, embedded rent growth, and expanding development and data center platforms.

How Do Estimates Compare for Realty Income & Prologis?The Zacks Consensus Estimate for Realty Income’s 2025 and 2026 sales implies year-over-year growth of 8.49% and 7.48%, respectively. The consensus mark for 2025 and 2026 funds from operations (FFO) per share suggests year-over-year growth of only 1.67% and 3.69%, respectively. Moreover, over the past two months, estimates for O’s 2025 FFO per share have been tweaked southward, while estimates for 2026 have been kept unchanged.

For Realty Income:

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Prologis’ 2025 and 2026 sales calls for year-over-year growth of 8.72% and 6.30%, respectively. The consensus mark for 2025 FFO per share has remained unchanged over the past two months, while the same for 2026 has declined a tad to $5.80 and $6.08. However, the figures suggest a year-over-year increase of 4.32% and 4.72%, respectively.

For Prologis:

Image Source: Zacks Investment Research

Price Performance and Valuation of O & PLDOver the past six months, Realty Income shares have risen 4.5%, while Prologis stock has rallied 19.9%. In comparison, the S&P 500 composite has advanced 14.8% in the same time frame. 

Image Source: Zacks Investment Research

O is trading at a forward 12-month price-to-FFO, which is a commonly used multiple for valuing REITs, of 13.38X, which is above its three-year median.

Meanwhile, PLD is presently trading at a forward 12-month price-to-FFO of 21.37X, which is also above its three-year median of 20.86X. Both O and PLD carry a Value Score of D.

Image Source: Zacks Investment Research

Conclusion: PLD Has the EdgeRealty Income remains a high-quality REIT built for investors who prioritize steady income and low volatility. Its scale, diversification and disciplined approach provide confidence that cash flows will remain resilient over time. However, Prologis combines financial strength with exposure to powerful secular growth drivers in logistics, supply chains and digital infrastructure. With strong leasing activity, meaningful embedded rent growth and a growing data center opportunity, Prologis offers a clearer path to sustained long-term cash flow expansion.

For investors choosing between the two, PLD emerges as the stronger stock to consider. Estimate revisions also suggest that Prologis stands out as the better REIT pick currently.

While PLD carries a Zacks Rank #2 (Buy), O has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Note: Anything related to earnings presented in this write-up represent funds from operations (FFO) — a widely used metric to gauge the performance of REITs.

A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.

Good morning from San Francisco! It's day three of the annual JPMorgan Healthcare Conference – the biggest gathering of biotech and pharma execs, investors and analysts in the U.S.

The sun has been shining this week, and so has the sector's optimism. Several drugmakers, investors and advisors suggest that 2026 is already shaping up to be a good — or at least better — year than the last, with major drug pricing and tariff headwinds largely settled, interest rates falling, and, most importantly, encouraging science emerging from companies big and small.

On the dealmaking front, it's been relatively quiet this week. No major tie-ups have been announced, but that doesn't mean they aren't on the way. Meanwhile, companies are charting their year ahead, highlighting key business and drug pipeline updates. 

Here's a recap of what I've heard from my conversations with a few major CEOs. 

Novo Nordisk CEO Mike Doustdar told me in a Monday interview that the company's brand-new oral GLP-1 for obesity, the Wegovy pill, and its injectable counterpart under the same name will allow it to expand the incretin market in 2026. 

But he said this year "will be the year of price pressure" following a drug pricing deal Novo Nordisk struck with President Donald Trump in November, along with the introduction of cheaper generic versions of some of the company's drugs in certain international markets. 

"When the price goes down, you feel the impact of it immediately," Doustdar said. But he added that the company seeks to build volume growth to offset those price cuts, which "will not be overnight." 

Doustdar added that on top of progressing its own pipeline, Novo Nordisk will be active on the business development side to "see if anyone else out there has something that can complement our own pipeline." Those comments come after Novo Nordisk lost a heated bidding war with Pfizer last year over the obesity biotech Metsera. 

Bristol Myers Squibb CEO Chris Boerner told me in a Tuesday interview that the company has the potential to deliver up to 10 new products by the end of the decade. Those comments come as Bristol Myers Squibb prepares to offset losses from an upcoming loss of exclusivity cycle of blockbuster drugs over the next several years, which will allow generic competitors to come to the market. 

"We've intentionally built this portfolio to be quite diverse and so while we know not everything is going to work, we feel really good about the substrate we have in late-stage development, and the mid-stage pipeline is also progressing nicely," he said. 

Boerner highlighted 11 late-stage program readouts in 2026 across six potential new products. That includes the upcoming Alzheimer's psychosis trials — called the Adept program – for Cobenfy, the company's prescription medication approved in late 2024 for treating adults with schizophrenia. 

When it comes to business development, Boerner said the company is "casting a wide net." He added that Bristol Myers Squibb is hoping to build on the core therapeutic areas it knows well, look across different phases of development and focus on "the best, most innovative science that we can find" to tackle difficult-to-treat diseases. 

Pfizer CEO Albert Bourla said the company is "all in on obesity" following its roughly $10 billion acquisition of the obesity biotech Metsera last year. Speaking to a group of reporters on Monday, Bourla said the company plans to launch 10 different late-stage studies of obesity products from Metsera by the end of the year, including one study it started ​in November. 

He also said there were a few things Pfizer didn't take into account when negotiating that Metsera deal, including the large out-of-pocket market for obesity drugs, where patients are willing to pay for treatments with cash. Bourla likened the opportunity to Pfizer's experience with Viagra, which the company launched in 1998.

"Both Lilly and Novo presented their sales and had significant sales outside the reimbursement system. Basically, outside the U.S., we were calculating very limited sales," Bourla said. "Now we see that this operates almost like ‌Viagra, where people were willing to pay and buy it, although it was not reimbursed at all."

And here's some of the other pharma news that came up during the conference: 

Eli Lilly and Nvidia on Monday announced that the two companies would jointly invest up to $1 billion over five years to create a lab in San Francisco focused on using AI to accelerate drug discovery.AbbVie on Monday struck a deal with the Trump administration to lower some of its drug prices and invest $100 billion domestically over the next decade in exchange for an exemption from tariffs and "future pricing mandates." The company is now among more than a dozen large drugmakers that struck similar agreements with Trump as part of his "most favored nation" policy.AbbVie also said Monday it has agreed to pay $650 million upfront to license an experimental cancer therapy from China's RemeGen, in a deal that could eventually be worth nearly $5.6 billion. Feel free to send any tips, suggestions, story ideas and data to Annika at a new email: [email protected].

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M's trades at a steep valuation discount even as earnings estimates rise and management lifts guidance under its Bold New Chapter strategy.

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SummaryI am reiterating a Buy rating on Oracle Corporation despite recent revenue misses and negative free cash flow driven by aggressive, debt-fueled capex.Oracle's $523B+ backlog, heavily reliant on OpenAI (60%), presents execution and timing risks, but Meta's Meta Compute is proof that the AI-arms race is not slowing down.This should help bolster investor confidence in ORCL’s backlog that is being heavily discounted at the moment, along with potential cloud computing deals with Meta that may occur in 2026.2026 is set to be a 'show me' year for ORCL; successful RPO conversion and contract wins are key to rerating potential, with current pessimism likely overdone.Looking for more investing ideas like this one? Get them exclusively at The REIT Forum. Learn More » Dragon Claws/iStock via Getty Images

Introduction & Investment Thesis When I last wrote about Oracle Corporation (ORCL) before its Q2 FY26 earnings, I rated the stock a Buy. Unfortunately, the stock dropped after its earnings, when the

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SummaryAIRO (AIRO) underperformed the defense rally despite a proposed $1.5T budget, reflecting execution skepticism rather than weak demand.Strong liquidity of $83.7M cash plus $89.4M follow-on proceeds materially reduces near-term dilution risk.Gross margins remain structurally solid at 58.1% YTD, supporting operating leverage once production stabilizes.JV closure, certifications, and backlog conversion are dull but decisive catalysts that can trigger a nonlinear rerating. Hyunho Song/iStock via Getty Images

The recent defense rally provided a clean hit to see how markets truly react to uncertainty. A proposed $1.5 trillion US defense budget gave the sector a kick start and the predictable group of

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AIRO over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Key Takeaways Strong sales growth is key for share outperformance.PLTR, HOOD, and W are all seeing favorable top-line trends. The outlook for each remains favorable, underpinned by positive revisions. Revenue growth is the foundation of profits. Strong top-line trends enable companies to scale, operate more efficiently, reinvest in the business, and steadily build shareholder value.

In recent months, several companies – Wayfair (W - Free Report) , Robinhood (HOOD - Free Report) , and Palantir (PLTR - Free Report) – have reported quarterly results showing accelerating sales growth. Companies showing this favorable trend often see their shares benefit as a result, also regularly seeing upward sales revisions.

Wayfair Enjoys MomentumWayfair posted a double-beat against our headline expectations in its latest release, with adjusted EPS of $0.70 climbing 220% year-over-year and sales of $3.1 billion growing 8.1%. The company’s YoY sales growth rates have turned around nicely. 

Image Source: Zacks Investment Research

Wayfair’s orders delivered grew by more than 5% year-over-year, with new orders now increasing in the mid-single digits in back-to-back periods. The company has now penciled in a few sizable beats concerning Orders Delivered, reflecting the above-mentioned momentum.

Image Source: Zacks Investment Research

Analysts have bullishly raised their current-year sales expectations for the company. Sales are forecasted to grow nearly 5% YoY in its current fiscal year, the first positive change since 2020.

Image Source: Zacks Investment Research

Palantir Breaks Records (Again)Quarterly sales of $1.2 billion in Palantir’s release reflected a record, climbing 63% from the year-ago period. Growth was broad-based, with US commercial revenue surging 121% YoY and US government revenue shooting 52% higher.

Below is a chart illustrating the company’s YoY revenue growth rates, expressed as a percentage, on a quarterly basis.

Image Source: Zacks Investment Research

PLTR inked many lucrative deals throughout the period, also closing a record-setting $2.8 billion in Total Contract Value (TCV), up 340% from the same period last year. And to top it off, Customer count grew by 45% YoY.

Analysts have raised their current-year sales expectations in a big way for PLTR, with sales expected to climb 54% year-over-year.

Image Source: Zacks Investment Research

HOOD Reports Surging ActivityRobinhood’s latest quarterly results broke records across several key metrics, also crushing our consensus EPS and sales estimates. Sales grew an impressive 100% year-over-year to a record $1.3 billion, whereas adjusted EPS soared 260%.

Net deposits of $20 billion reflected a quarterly record, with average revenue per user (ARPU) also climbing 82% year-over-year. Activity was broadly strong across its platform, with crypto, options, and equities revenues climbing 300%, 50%, and 86%, respectively.

Below is a chart illustrating the company’s YoY revenue growth rates, expressed as a percentage, on a quarterly basis.

Image Source: Zacks Investment Research

Sales expectations have followed a very bullish path, with HOOD expected to see 82% YoY revenue growth in its current fiscal year.

Image Source: Zacks Investment Research

Bottom Line

Strong sales growth leads to many obvious benefits, as it’s the foundation of generating profits. Above-average top line trends often lead to stock outperformance, as it’s commonly a reflection of red-hot demand, such as we’ve seen with Palantir (PLTR - Free Report) and Robinhood (HOOD - Free Report) . And in the case of Wayfair (W - Free Report) , the top-line turnaround reflects a key inflection point for the company, suggesting that a very tough period may now be in the rearview.