Market Signal Briefing

World Liberty Financial has partnered with Spacecoin to connect decentralized finance with satellite-powered internet.  The deal includes a token swap and plans to use USD1 as a core payment and settlement layer in remote regions. The crypto project, World Liberty Financial, has ties with U.S. President Donald Trump’s family and has entered into a partnership with a satellite startup, Spacecoin, aimed at exploring the operation of decentralized finance over satellite-powered internet. The agreement focuses on a token swap, which is designed to bridge blockchain payment systems with satellite-enabled connectivity.

🛰️ MAJOR ANNOUNCEMENT 🛰️

In a move anchored by a token swap with @worldlibertyfi, we’re entering into a strategic partnership to explore new solutions that converge the decentralized technology of finance and satellite internet connectivity.

Together, we will continue… pic.twitter.com/XnTRfdOKUx

— Spacecoin™ 🛰️ (@spacecoin) January 22, 2026 Spacecoin announced its partnership through a blog post on January 22. The post mentions that Spacecoin has launched three satellites into low-Earth orbit as part of a decentralized physical infrastructure network to enable permissionless internet connection in underprivileged and distant regions. 

Then, World Liberty Financial collaborated to supply the network with tools for sending, receiving, and handling payments, enabling financial access to help with internet connectivity. Hence, the collaboration is primarily aimed at providing financial services to populations currently beyond the reach of traditional banking systems.

USD1 Positioned as the Core Payment Layer  In the post, Zak Folkman, co-founder of World Liberty Financial, said, “USD1 is intended to support payment and settlement activity in the real world, and partnerships like this are focused on exploring payments, settlement, and coordination in environments where traditional financial rails may be limited.” 

Which confirms that World Liberty Financial is going to place USD1 in focus for this collaboration, as this stablecoin was launched last year. It holds sixth position in the stablecoin ranking on CoinMarketCap with a market cap of $3.3 billion, and to expand its uses, World Liberty Financial launched World Liberty Markets, a platform for crypto lending and borrowing services. 

As this strategic Partnership comes after two weeks, World Liberty Financial’s  World Liberty Trust Company has applied with the U.S. Office of the Comptroller of the Currency (OCC) to establish a national trust bank, World Liberty Trust Company, that would be chartered to issue, redeem, custody, and manage the USD1 stablecoin under federal oversight. 

Highlighted Crypto News Today:

South Korean Prosecutors Probe $49M Bitcoin Loss From State Custody

This week's redemptions reached the highest level since November, a signal that often marks a local bottom in the price of bitcoin.

Institutional demand for Bitcoin remained flat as the legacy crypto briefly lost another key support level ahead of the Bank of Japan interest rate decision.

Summary

Bitcoin ETFs have hit a four-day outflow streak totalling $1.6 billion. BTC has lost the $90k support as the investors reacted to macro pressures. Short-term technicals remain in favor of more downside. According to data from SoSoValue, the 12 spot Bitcoin ETFs in the U.S. recorded $32 million net outflows on Thursday, Jan. 22. BlackRock’s IBIT led with $22.3 million of outflows, while Fidelity’s FBTC followed with $9.7 million. None of the remaining BTC ETFs recorded any flows on the day.

Bitcoin ETFs extended their outflow streak to 4 consecutive days that saw a combined $1.6 billion exit the investment products, pushing total outflows this month to $14.55 million. It may now be on track to close another negative month after $3.48 billion was lost in November and $1.09 billion exited the funds in December.

Thursday’s outflows were fueled by a climate of ‘extreme fear’ as investors braced for the Bank of Japan’s interest rate decision. Markets were on edge over a potential hold at 0.75%, a level not seen in three decades. High interest rates typically strengthen the Yen and dampen the appeal of risk assets, including cryptocurrencies like BTC. 

However, the Japanese bank has held the rate steady in line with market-wide expectations, thereby alleviating immediate pressure on global risk assets.

Bitcoin (BTC) fell to an intraday low of $88,557 after losing $90k on Thursday before managing to recoup some of the losses after the BoJ’s decision

Nevertheless, Bitcoin price remains at risk unless it can reclaim the psychological support at $90K. At press time, the bellwether was trading roughly 10% below the next key psychological resistance at $100k, a level it lost around mid-November last year.

Bitcoin price analysis On the daily chart, Bitcoin price action shows that it has dropped below an ascending trendline that had been acting as support since late November last year. Each time Bitcoin dropped below this level, bulls managed to stir it back to its previous trajectory. The loss of this critical floor now puts Bitcoin at risk of a deeper correction.

Bitcoin price has dropped below a key ascending trendline support line on the daily chart — Jan. 23 | Source: crypto.news Bitcoin has also dropped below the 50-day simple moving average, suggesting that selling pressure has intensified and momentum is shifting in favor of the sellers.

On top of this, the MACD indicator, which gauges trend strength and direction, showed that a bearish crossover was at play.

For now, it is likely that Bitcoin may continue its downtrend with bears potentially targeting a return to the mid-December low of $85,000.

On the contrary, a decisive rebound back above $90k would invalidate the bearish forecast and position it for a potential recovery towards its January high of $97,538.

Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.

Today, the team announced a multi year partnership with the Hedera Foundation. This will  bring blockchain technology into the fast paced world of Formula 1 and IndyCar.  Under the agreement, Hedera becomes an Official Partner of the McLaren Mastercard Formula 1 Team and the Arrow McLaren IndyCar Team. The goal is simple but ambitious. Connect live racing environments with secure Web3 infrastructure to create new fan experiences and officially licensed digital activations.

Why McLaren chose Hedera Hedera is a public network designed for building fast, secure, and compliant decentralised applications. In plain terms, it is a shared digital system where transactions are recorded transparently, cannot be easily changed, and can handle high volumes at low cost. That matters when a global sports brand is dealing with millions of fans.

McLaren’s first use case will be a digital collectibles programme built on Hedera. Fans will be able to claim free collectibles during Formula 1 Grand Prix weekends, with Arrow McLaren IndyCar collectibles returning for the 2026 season. So, these are not just static images. They can unlock experiences, prizes, and incentives that tie digital ownership to real racing moments.

On track 🤝 on-chain. Proud to announce a multi-year partnership with McLaren Racing — Hedera is now an Official Partner of the @McLarenF1 Team and @ArrowMcLaren IndyCar Team.

What’s coming: free-to-claim digital collectibles + new fan experiences built on Hedera’s trusted… pic.twitter.com/yHldm8sElS

— Hedera (@hedera) January 22, 2026

A good real world comparison is how major football clubs have used digital collectibles to reward loyal fans with early access or exclusive content. In 2023, sports related NFTs accounted for roughly 20% of all NFT trading volume. So, this shows steady demand even as speculation cooled. The focus has shifted from hype to utility, a trend this partnership clearly follows.

A Broader Trend in Sports and Web3 The McLaren and Hedera partnership fits into a wider movement across professional sports. Teams are now prioritising trusted networks and long term engagement over short term launches. Also, according to Deloitte, more than half of sports executives say fan engagement through digital platforms is now a top strategic priority.

🔥 NEW: McLaren Racing partners with Hedera to launch Web3-based fan experiences and digital collectibles. pic.twitter.com/qaEo2SxBTP

— Cointelegraph (@Cointelegraph) January 22, 2026

Finally, Nick Martin, Co Chief Commercial Officer at McLaren Racing. This summed it up by saying innovation off the track is just as important as performance on it. Charles Adkins, CEO of HBAR Inc, said this collaboration shows how teams can build Web3 on trust.

Disclaimer The information provided by Altcoin Buzz is not financial advice. It is intended solely for educational, entertainment, and informational purposes. Any opinions or strategies shared are those of the writer/reviewers, and their risk tolerance may differ from yours. We are not liable for any losses you may incur from investments related to the information given. Bitcoin and other cryptocurrencies are high-risk assets; therefore, conduct thorough due diligence. Copyright Altcoin Buzz Pte Ltd.

Shiba Inu tests critical $0.00000600 support as analysts identify five price targets ranging from $0.00001385 to $0.00003400. Bullish wedge pattern emerges amid bearish pressure in 2026.

Newton Gitonga2 min read

23 January 2026, 10:35 AM

Shiba Inu faces pressure alongside broader cryptocurrency and stock markets. Geopolitical tensions continue to weigh on investor sentiment across risk assets. The token recently encountered strong resistance at $0.00000815. This rejection has pushed SHIB back toward its yearly low demand zone. The coin now tests crucial support levels.

At press time, SHIB trades at around $0.00000784, down 1.71% over the last 24 hours.

Technical Setup Points to Potential RecoveryA bullish falling wedge pattern has emerged on SHIB's weekly chart. Crypto Jobs, a technical analyst active since 2018, identified this formation. The pattern suggests accumulation at lower levels.

The $0.00000600 zone serves as primary support. This level has held during recent sell-offs. Maintaining this floor remains essential for any upside scenario.

Five distinct price targets have been mapped out. The progression starts conservatively before reaching more ambitious levels. Each target corresponds with historical resistance zones.

The initial objective sits at $0.00001385. SHIB last traded at this level in mid-September 2025. Breaking through would represent a significant shift in momentum.

The second target arrives at $0.00001721. This price point has acted as resistance during previous rallies. Reclaiming it would confirm renewed buying interest.

Target three rests at $0.00002113. Historical data shows SHIB reaches this area during double-digit percentage breakouts. Strong volume typically accompanies such moves.

The fourth milestone stands at $0.00003210. This represents a potential 200% gain from current support levels. Such appreciation would require sustained bullish catalysts.

The final target aligns with the 2026 yearly high of $0.00003400. Reaching this peak would mark a complete reversal of recent losses. Few analysts currently price in this outcome.

Bears Maintain Short-Term ControlThe weekly chart outlook contrasts sharply with shorter timeframes. Daily and four-hour charts paint a more cautious picture. Bearish momentum persists across these intervals.

Selling pressure has dominated recent trading sessions. Each attempt at recovery faces immediate resistance. Bears quickly absorb buying attempts at elevated prices.

The broader market environment compounds SHIB's challenges. Risk appetite remains subdued across cryptocurrency markets. Traditional equities exhibit similar weakness.

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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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Latest Shiba Inu News Today (SHIB)

Ondo Finance is making a move that could change how people worldwide access traditional financial markets. With a new launch on Solana, Ondo Finance is bringing real-world stocks, ETFs, and more on-chain. Ondo Finance is now a bridge connecting Wall Street-grade investments to the fast, low-cost Solana blockchain.

What Did Ondo Finance Launch on Solana? Ondo Finance, through Ondo Global Markets, has gone live on Solana with 200+ tokenized traditional financial assets. These are U.S. stocks, ETFs, commodities, and bonds, all represented as blockchain tokens.

Every token will track the price and performance of an asset in the real world, such as Apple stock, a large ETF like SPY, or a commodity like gold or oil. These are 1:1-backed assets; i.e., there are actual securities held in regulated custodians to collateralize the tokens.

BREAKING: Ondo Global Markets launches on Solana, 200+ tokenized U.S. stocks & ETFs are now available to trade pic.twitter.com/j9hjI3MRrs

— Solana (@solana) January 21, 2026

What Assets Are Available? The launch of Ondo Finance has a large scope of traditional investments that include:

Shares in some key markets, including technology, energy and financial. ETFs, market index funds, and sector funds. Gold, silver, oil and strategic metals. Corporate and treasury bonds. Leveraged and inverse ETFs Solana users can now access a complete TradFi-like portfolio without leaving the blockchain.

Today, Solana goes TradFi.

Hundreds of tokenized stocks & ETFs are now live on @solana, bringing the full TradFi portfolio to crypto’s largest trading ecosystem.

Millions of Solana users can now access Wall Street-grade liquidity across 200+ assets, including tokens tracking:… pic.twitter.com/JRZxcScOXj

— Ondo Finance (@OndoFinance) January 21, 2026

Why This Matters for Solana Users It is a big deal, as now Solana users can trade traditional assets 24/7, not only during stock market hours. You can complete trades in seconds at much lower fees than most brokers charge. On-chain trading is also linked to standard market liquidity by traditional exchanges on Ondo Finance. It helps provide fair prices and less slippage, even on larger trades. The other important advantage is DeFi composability. You can use these tokenized stocks and ETFs for lending, yield strategies, or as collateral. Traditional brokerage accounts don’t offer these opportunities.

How Ondo Finance Makes It Work The process is simple behind the scenes. Licensed institutions hold real assets. Ondo Finance then issues corresponding tokens on Solana. You can trade, transfer, or hold these tokens just like any other crypto asset. This setup TradFi as a permissionless system with institutional-grade standards.

🚨ONDO TO LAUNCH TOKENIZED US STOCKS & ETFS ON SOLANA

Ondo Finance plans to roll out custody-backed tokenized U.S. stocks and ETFs on Solana in early 2026, enabling 24/7 onchain transfers and continuous, blockchain-native access to traditional financial assets. pic.twitter.com/aicjMnrvg9

— Coin Bureau (@coinbureau) December 25, 2025

Conclusion Ondo Finance puts stocks, ETFs, and commodities onchain, giving millions faster, easier access to global markets. As Solana develops, it could link trillions of dollars in traditional assets to the global markets.

Disclaimer The information provided by Altcoin Buzz is not financial advice. It is intended solely for educational, entertainment, and informational purposes. Any opinions or strategies shared are those of the writer/reviewers, and their risk tolerance may differ from yours. We are not liable for any losses you may incur from investments related to the information given. Bitcoin and other cryptocurrencies are high-risk assets; therefore, conduct thorough due diligence. Copyright Altcoin Buzz Pte Ltd.

Ethereum price is trading around $3,00 per ETH right now. A reasonable base case is a choppy range between roughly $2,400 and $3,600 over the next 6–12 months, with upside capped unless macro and ETF flows turn decisively risk‑on again.

Summary

BitMine added 171,264 ETH to staking, lifting its staked stack to about 1.94m ETH worth roughly $5.7b, with total holdings near 4m ETH and a 5% supply target.​ Altcoin Vector estimates 30% of all ETH is now staked, arguing that Ethereum has become core digital financial infrastructure and that ETH staking is the new “risk‑free rate” of on‑chain finance.​ ETH trades just under $3,000 while Bitcoin holds around $89k and Solana near $128, leaving BitMine’s BMNR stock lagging even as some analysts call Ethereum a compressed “sleeping giant.” Ethereum price just got an added benefit from Tom Lee’s Ethereum bet: BitMine Technologies has quietly pushed another $500 million into staking, even as Ether trades below the psychologically crucial $3,000 level. The move sharpens the question hanging over the market: does this kind of conviction buying front‑run an ETH recovery, or simply deepen exposure to a drifting asset.

BitMine’s $5.7B Ethereum treasury BitMine has staked an additional 171,264 ETH, taking its total staked position to roughly 1.94 million ETH worth about $5.71 billion. Altogether, Tom Lee’s firm now controls around 4 million ETH, or nearly 3.5% of the circulating supply, with a stated goal of lifting that share toward 5%. In a January shareholder update, Lee told investors the company expects its ETH treasury to generate “over $400 million per year in staking income,” effectively turning BitMine into a leveraged play on Ethereum’s yield curve.​

Staking hits “risk‑free rate” status The broader market is moving in the same direction, if less aggressively. Research house Altcoin Vector notes that “30% of the total ETH supply is now staked,” calling it “a historic milestone” that “fundamentally shifts the narrative” as Ethereum “has matured into the world’s most secure digital financial infrastructure.” In their view, “ETH staking has effectively become the ‘risk‑free rate’ of the digital economy” in 2026, a line that captures how on‑chain yield is starting to function like benchmark sovereign debt in traditional markets.​

Price pain, stock underperformance BitMine’s equity has not yet been rewarded for that scale. BMNR trades below $30, with crypto analyst Bryant describing the $27–$30 band as a “good accumulation range” and arguing the stock is setting up for a “MONSTER move… $5k, then $7K,” language more common in altcoin Telegram chats than Nasdaq filings. The drag is straightforward: after a rejection near $3,350, ETH has slid back under $3,000, with analysts warning that failure to reclaim $3,050 opens room toward $2,600, while a push through $3,250 and $3,650 would confirm renewed upside momentum.​

Market views: a “sleeping giant” Despite near‑term weakness, some traders frame this as coiled energy rather than decay. Crypto analyst Merlijn The Trader calls Ethereum “a sleeping giant,” pointing to tightening weekly compression, “higher lows holding” and a MACD “flipping bullish,” and argues that if ETH “breaks the wedge, it won’t grind. It launches.” That conviction echoes BitMine’s balance sheet: if ETH behaves like a high‑beta, yield‑bearing tech index, Lee is effectively long both the asset and the emerging on‑chain “risk‑free” curve.

ALTSEASON DIDN'T DIE.
IT JUST WENT SILENT.

ALTS/BTC: bullish retests across the board.
ETH/BTC: 1100 days of compression under the same breakout zone as last cycle.

2025 was the frustration phase.
2026 is the release phase.

Step away now…
and you’ll re-enter in FOMO. pic.twitter.com/pQ85Evtaly

— Merlijn The Trader (@MerlijnTrader) January 22, 2026 24‑hour moves in major coins The short‑term tape remains choppy. Bitcoin is trading around $89,000–$90,000, with Bybit data showing a 24‑hour range between roughly $88,558 and $90,212 on January 23, 2026. Ethereum changes hands near $2,950–$2,965, with a 24‑hour low of about $2,909.60 and a high just above $3,020. Solana sits near $128, having traded between approximately $127.10 and $130.30 over the same period, extending a roughly 11% slide over the past week.

Wall street analysts expect AppLovin and Atlassian to deliver big returns for shareholders.

The S&P North American Technology Software Index tracks the performance of 111 software stocks. It has underperformed the S&P 500 (^GSPC +0.55%) by 19 percentage points during the past year, the worst relative performance for the software industry since the bear market of 2022.

Excluding that incident, software stocks have not underperformed the S&P 500 so badly at any point in the past decade. And the reason for that trend is artificial intelligence (AI). Specifically, investors are worried that AI will disrupt traditional business models and reduce demand for many software products.

Morgan Stanley analysts Sanjit Singh and Keith Weiss see things differently. "Productivity unleashed by AI will expand the pool of developers and spur a wave of app modernization initiatives." In that context, the recent underperformance in software stocks creates a buying opportunity seen just once in the past decade.

Here's why AppLovin (APP 2.07%) and Atlassian (TEAM +4.94%) are my picks for the best AI software stocks to buy now.

Image source: Getty Images.

AppLovin: 45% upside implied by the median target price AppLovin develops ad tech software that helps brands engage consumers and monetize web content with targeted campaigns. The company initially focused on mobile gaming, where it helped developers market and monetize apps, but it more recently expanded into e-commerce advertising. That feature is part of a new self-service platform that streamlines the onboarding process and will eventually automate every workflow.

AppLovin has differentiated itself in two important ways. First, it earns revenue based on ad performance (i.e., cost-per-action), whereas competitors like The Trade Desk simply take a percentage of ad spend. Second, the artificial intelligence (AI) that powers its recommendation engine (Axon) outperforms similar targeting tools from other advertisers.

Indeed, Morningstar analyst Mark Giarelli says Axon has played a central role in the company's success. "AppLovin is driving a 45% higher return on ad spending than [Meta Platforms] and 115% higher compared with secondary advertising platforms like TikTok, Pinterest, Snapchat [by Snap], and YouTube," he wrote in a recent note to clients.

Wall Street estimates AppLovin's adjusted earnings will increase at 58% annually through 2027. That makes the current valuation of 66 times earnings look reasonable, especially when the company beat the consensus earnings estimate by an average of 21% in the last six quarters.

Among 32 analysts, AppLovin has a median target price of $774.50 per share. That implies 45% upside from its current share price of $533. Patient investors should feel comfortable buying a small position today.

Today's Change

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-11.02

Current Price

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521.54

Atlassian: 84% upside implied by the median target price Atlassian develops work management and collaboration software for development and operations (DevOps) teams and non-technical teams like marketing and human resources. The company also develops IT service management software. Consultancy Gartner has recognized Atlassian as a technology leader in DevOps, marketing work management, and enterprise service management platforms.

Atlassian has differentiated itself in two ways. First, it invests more in R&D than its peers because it relies on self-service sales and word-of-mouth marketing. Second, it is the only work management software vendor that connects technical, non-technical, and IT service teams on a common platform, which not only fosters better collaboration across the enterprise, but also affords the company numerous opportunities to upsell existing customers.

Atlassian has introduced a suite of generative AI features called Rovo. It supports intelligent search, process automation, and code generation to improve productivity and efficiency across business teams. As a well-established software vendor in several product categories, Atlassian could be a substantial winner as the AI boom unfolds.

Wall Street expects Atlassian's adjusted earnings to increase at 22% annually through the fiscal year ending in June 2027. That makes the current valuation of 31 times earnings look reasonable, especially because the company beat the consensus earnings estimate by an average of 16% over the last six quarters.

Among 34 analysts, Atlassian has a median target price of $225 per share. That implies 84% upside from the current share price of $122. With shares trading 62% below the high, investors have a great opportunity to buy a small position.

The company logo of CK Hutchison Holdings is displayed at a news conference in Hong Kong, China March 17, 2016. REUTERS/Bobby Yip/File Photo Purchase Licensing Rights, opens new tab

Jan 23 (Reuters) - CK Hutchison (0001.HK), opens new tab is exploring a restructured sale of dozens of ports to a global consortium by breaking the transaction into smaller parcels with differing ownership structures, Bloomberg News reported on Friday, citing people familiar with the matter.

CK Hutchison, which is based in the Chinese-controlled territory of Hong Kong, has come under heavy criticism from Beijing since it announced last year plans to sell 43 ports across 23 countries, including two near the Panama Canal, to a consortium led by BlackRock (BLK.N), opens new tab and Italian billionaire Gianluigi Aponte's family-controlled shipping group MSC.

Sign up here.

Under the proposed arrangement China's state-owned COSCO Shipping Corp could take larger stakes in ports located in regions seen as more aligned with Beijing, such as Africa, the report said.

Other members of the consortium, including Aponte's Terminal Investment and BlackRock, would have greater control over assets elsewhere, Bloomberg said.

China has indicated to COSCO that such a structure would be acceptable, though talks remain at an early stage and key details have yet to be finalised, according to the report.

CK Hutchison did not immediately respond to a Reuters request for comment.

Reporting by Roshan Thomas in Bengaluru; Editing by Nivedita Bhattacharjee

Our Standards: The Thomson Reuters Trust Principles., opens new tab

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Multicloud interoperability, EU sovereignty compliance, AI adoption dominate enterprise cloud strategies in Europe, ISG Provider Lens® report says

LONDON--(BUSINESS WIRE)--European enterprises are increasingly adopting Oracle cloud environments, especially with partners that can advise on and deliver monetizable, AI-driven solutions, according to a new research report published today by Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm.

Enterprises in Europe are turning to Oracle Cloud Infrastructure for its performance, AI capabilities and multicloud strategy. Running Oracle databases on competitors’ clouds aligns with the need to protect investments while scaling AI and data innovation.

Share The 2025 ISG Provider Lens® Oracle Cloud and Technology Ecosystem report for Europe finds a growing number of companies view Oracle as a specialist hyperscale cloud provider for data- and AI-intensive workloads. They value its database leadership, cost-efficient AI infrastructure and deep multicloud integration that allows Oracle databases to run seamlessly within rival cloud environments.

“Enterprises in Europe are turning to Oracle Cloud Infrastructure for its performance, AI capabilities and multicloud strategy,” said Anthony Drake, partner and president, ISG EMEA. “Running Oracle databases on competitors’ clouds aligns with enterprises’ need to protect existing investments while scaling AI and data innovation.”

Oracle’s delivery of AI as a built-in capability of its core applications, rather than an add-on feature, has created new ways for service providers to add value, ISG says. By embedding AI agents into Oracle Fusion Applications as part of the base subscription, Oracle helps organizations move AI from pilots to everyday business use. In response, providers are developing proprietary, industry-specific AI agents for Fusion Applications, offering them through Oracle’s AI Agent Marketplace and differentiating themselves with deep domain expertise rather than basic AI implementation skills.

Operational resilience, cost control and regulatory certainty have become critical priorities for European enterprises operating across increasingly complex cloud environments, the report says. To meet these needs, organizations are seeking providers with mature site reliability engineering practices, strong FinOps capabilities to govern cloud spending and integrated security for continuous compliance monitoring. In regulated sectors, providers are introducing compliance-as-a-service offerings, delivered via EU-based legal entities and personnel, for auditable adherence to EU sovereign cloud mandates.

Enterprises in Europe increasingly prefer more flexible cloud designs in which individual business functions are delivered as standalone AI capabilities rather than large, rigid applications, ISG says. This shift increases demand for providers that go beyond traditional services by operating fully managed, in-country cloud platforms from their own data centers. These providers enable enterprises to modernize their digital foundations while maintaining latency, regulatory compliance and operational control.

“The European Oracle ecosystem has reached a critical turning point as AI, multicloud and sovereignty converge,” said Roman Pelzel, principal analyst, ISG Provider Lens Research, and lead author of the report. “Enterprises and partners that move quickly can build differentiated capabilities, secure compliant architectures and gain a lasting competitive edge.”

The report also explores other trends in Oracle cloud adoption in Europe, including growing AI skills gaps between Oracle partners and rising pressure on providers to build higher-value managed services to sustain profitability.

For more insights into Oracle cloud-related challenges facing European enterprises, plus ISG’s advice for addressing them, see the ISG Provider Lens® Focal Points briefing here.

The 2025 ISG Provider Lens® Oracle Cloud and Technology Ecosystem report for Europe evaluates 38 unique providers across three quadrants: Professional Services, Managed Services and OCI Solutions and Capabilities.

The report names Accenture, Capgemini, Cognizant, HCLTech, Infosys, LTIMindtree, TCS, Version 1 and Wipro as Leaders in three quadrants each. It names Deloitte, DSP, Fujitsu, PwC and Tech Mahindra as Leaders in two quadrants each. It also names IBM as a Leader in one quadrant.

In addition, Reply is recognized as a Rising Star — a company with a “promising portfolio” and “high future potential” by ISG’s definition — in two quadrants. Additionally, IBM is recognized as a Rising Star in one quadrant.

In the area of customer experience, Cognizant is named the global ISG CX Star Performer for 2025 among Oracle Cloud and Technology Ecosystem providers. Cognizant earned the highest customer satisfaction scores in ISG's Voice of the Customer survey, part of the ISG Star of Excellence™ program, the premier quality recognition for the technology and business services industry.

Customized versions of the report are available from DSP and Version 1.

The 2025 ISG Provider Lens® Oracle Cloud and Technology Ecosystem report for Europe is available to subscribers or for one-time purchase on this webpage.

About ISG Provider Lens® Research

The ISG Provider Lens® Quadrant research series is the only service provider evaluation of its kind to combine empirical, data-driven research and market analysis with the real-world experience and observations of ISG's global advisory team. Enterprises will find a wealth of detailed data and market analysis to help guide their selection of appropriate sourcing partners, while ISG advisors use the reports to validate their own market knowledge and make recommendations to ISG's enterprise clients. The research currently covers providers offering their services globally, across Europe, as well as in the U.S., Canada, Mexico, Brazil, the U.K., France, Benelux, Germany, Switzerland, the Nordics, Australia and Singapore/Malaysia, with additional markets to be added in the future. For more information about ISG Provider Lens research, please visit this webpage.

About ISG

ISG (Nasdaq: III) is a global AI-centered technology research and advisory firm. A trusted partner to more than 900 clients, including 75 of the world’s top 100 enterprises, ISG is a long-time leader in technology and business services that is now at the forefront of leveraging AI to help organizations achieve operational excellence and faster growth. The firm, founded in 2006, is known for its proprietary market data, in-depth knowledge of provider ecosystems, and the expertise of its 1,600 professionals worldwide working together to help clients maximize the value of their technology investments.

More News From Information Services Group, Inc.

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Certain analysts expect shares of Palantir and Sandisk to decline sharply.

In the past year, Palantir Technologies (PLTR +0.34%) shares have added 128% and Sandisk (SNDK +0.43%) shares have advanced 1,280%. But certain Wall Street analysts think these artificial intelligence (AI) stocks are wildly overvalued.

Brent Thill at Jefferies has set Palantir with a target price of $70 per share. That implies 57% downside from its current share price of $166. Harlan Sur at J.P. Morgan has set Sandisk with a target price of $235 per share. That implies 53% downside from its current share price of $500. Here's what investors should know.

Image source: Getty Images.

Palantir Technologies: 57% downside implied by Jefferies' target price Palantir develops analytics platforms that help commercial organizations and government agencies manage and make sense of complex information. The company deploys engineers that work directly with customers in building custom workflows, which has contributed to high retention rates. Also, its software is unique because it revolves around a decision-making framework called an ontology.

However, Palantir is truly formidable because its artificial intelligence (AI) platform allows clients to build large language models into analytics applications and workflows. Put differently, it lets clients supercharge the core decision-making framework with generative AI capabilities. Forrester Research recently ranked Palantir as a leader in AI decisioning platforms.

In a recent note, Sanjit Singh at Morgan Stanley praised Palantir for revenue growth that has now accelerated in nine consecutive quarters. "Palantir is not only delivering the best growth in public company software but also the best profitability in all of software," he wrote. "It is hard to find a better fundamental story in software."

However, Palantir shares currently trade at 101 times sales, a very expensive valuation for a company whose sales are forecast to grow at 43% annually through 2027. In fact, Palantir has the highest price-to-sales ratio in the S&P 500 several times over. AppLovin is second at 32 times sales.

I would not be surprised to see Palantir shares drop 50%+ in the future. The valuation is so rich that any bad news could lead to a steep drawdown. Prospective investors should steer clear of the stock right now and current shareholders with large positions should consider trimming their stakes.

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Sandisk: 53% downside implied by J.P. Morgan's target price Sandisk designs and manufactures data storage devices based on NAND flash technology. Key to its business is a joint partnership with Japanese flash memory supplier Kioxia. Both companies realize cost efficiencies by splitting capital expenditures and research and development (R&D) expenses related to process technology development and memory wafer production.

Additionally, Sandisk's vertical integration -- meaning it controls almost every step of the supply chain across wafer production, chip packaging, and storage device design -- not only provides supply chain security, but also lets the company optimize its storage products in ways that other flash memory companies cannot.

Sandisk is the fifth-largest supplier of NAND flash technologies, but the company gained a percentage point of market share during the first half of 2025 and that momentum is likely to continue. Two hyperscalers recently started testing its storage products, while a third hyperscaler and major storage original equipment manufacturer (OEM) plan to start testing in 2026.

Importantly, demand for artificial intelligence infrastructure has led to an unprecedented supply shortage (and price increases) in flash memory and other storage products. Sandisk has been a major beneficiary and management expects the shortage to persist through the current year. That should drive triple-digit earnings growth in the coming quarters.

However, the memory chip market is notoriously cyclical and current supply constraints will almost certainly be followed by a supply glut, at which point flash prices will fall. Wall Street estimates Sandisk's adjusted earnings will increase at 79% annually through the fiscal year ending in June 2029. That sounds impressive, but it makes the current valuation of 205 times earnings look very expensive.

I would not be surprised to see Sandisk shares drop 50%+ in the future, particularly when the supply of NAND flash memory begins to outpace demand. Prospective investors should avoid the stock and shareholders with large positions should consider trimming.

The icon for the TikTok video sharing app is seen on a smartphone in Marple Township, Pa., Feb. 28, 2023. Credit: AP Photo/Matt Slocum, File TikTok has finalized a deal to create a new American entity, avoiding the looming threat of a ban in the United States that has been in discussion for years on the platform now used by more than 200 million Americans.

The social video platform company signed agreements with major investors including Oracle, Silver Lake and the Emirati investment firm MGX to form the new TikTok U.S. joint venture. The new version will operate under "defined safeguards that protect national security through comprehensive data protections, algorithm security, content moderation and software assurances for U.S. users," the company said in a statement Thursday. American TikTok users can continue using the same app.

President Donald Trump praised the deal in a Truth Social post, thanking Chinese leader Xi Jinping specifically "for working with us and, ultimately, approving the Deal." Trump add that he hopes "that long into the future I will be remembered by those who use and love TikTok."

Adam Presser, who previously worked as TikTok's head of operations and trust and safety, will lead the new venture as its CEO. He will work alongside a seven-member, majority-American board of directors that includes TikTok's CEO Shou Chew.

The deal ends years of uncertainty about the fate of the popular video-sharing platform in the United States. After wide bipartisan majorities in Congress passed—and President Joe Biden signed—a law that would ban TikTok in the U.S. if it did not find a new owner in the place of China's ByteDance, the platform was set to go dark on the law's January 2025 deadline. For a several hours, it did. But on his first day in office, President Donald Trump signed an executive order to keep it running while his administration sought an agreement for the sale of the company.

"China's position on TikTok has been consistent and clear," Guo Jiakun, a Chinese Foreign Ministry spokesperson in Beijing, said Friday about the TikTok deal and Trump's Truth Social post, echoing an earlier statement from the Chinese embassy in Washington.

Apart from an emphasis on data protection, with U.S. user data being stored locally in a system run by Oracle, the joint venture will also focus on TikTok's algorithm. The content recommendation formula, which feeds users specific videos tailored to their preferences and interests, will be retrained, tested and updated on U.S. user data, the company said in its announcement.

The algorithm has been a central issue in the security debate over TikTok. China previously maintained the algorithm must remain under Chinese control by law. But the U.S. regulation passed with bipartisan support said any divestment of TikTok must mean the platform cuts ties—specifically the algorithm—with ByteDance. Under the terms of this deal, ByteDance would license the algorithm to the U.S. entity for retraining.

The law prohibits "any cooperation with respect to the operation of a content recommendation algorithm" between ByteDance and a new potential American ownership group, so it is unclear how ByteDance's continued involvement in this arrangement will play out.

"Who controls TikTok in the U.S. has a lot of sway over what Americans see on the app," said Anupam Chander, a professor of law and technology at Georgetown University.

Oracle, Silver Lake and MGX are the three managing investors, each holding a 15% share. Other investors include the investment firm of Michael Dell, the billionaire founder of Dell Technologies. ByteDance retains 19.9% of the joint venture.

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Citation: TikTok finalizes a deal to form a new American entity (2026, January 23) retrieved 23 January 2026 from https://techxplore.com/news/2026-01-tiktok-american-entity.html

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within 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.

U.S. stock futures declined slightly on Friday after major benchmark indices posted their second consecutive day of gains on Thursday.

This comes amid President Donald Trump withdrawing his tariffs against the European Union, following a framework agreement regarding expanded U.S. access to Greenland.

Besides this, U.S. Final GDP figures for the third-quarter stood at 4.4%, ahead of estimates at 4.3%, according to data released by the Bureau of Economic Analysis. The Personal Consumption Expenditures (PCE) price index expanded 2.8% year-over-year, in line with estimates, with Core PCE at 2.8%.

Meanwhile, the 10-year Treasury bond yielded 4.23%, and the two-year bond was at 3.60%. The CME Group’s FedWatch tool‘s projections show markets pricing a 95% likelihood of the Federal Reserve leaving the current interest rates unchanged in January.

IndexPerformance (+/-)Dow Jones-0.075%S&P 500-0.058%Nasdaq 100-0.16%Russell 2000-0.03%The SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust ETF (NASDAQ:QQQ), which track the S&P 500 index and Nasdaq 100 index, respectively, were lower in premarket on Friday. The SPY was down 0.078% at $688.44, while the QQQ was down 0.20% at $619.49.

Stocks In FocusCapital One Financial Capital One Financial Corp. (NYSE:COF) shares are sliding in pre-market trade, down 3.31%, following the company’s fourth-quarter results on Thursday, when its earnings fell short of analyst consensus estimates.
The stock has a strong price trend in the Medium and Long terms, and is ranked moderately well on Momentum according to Benzinga’s Edge Stock Rankings.

Revelation Biosciences Revelation Biosciences Inc. (NASDAQ:REVB) is up 38.11% in pre-market after the company announced that it had reached an agreement with the Food and Drug Administration on an approval pathway for its drug Gemini, to treat acute kidney injury (AKI).
The stock has a strong price trend in the short term, but is unfavorable in the Medium and Long terms, according to Benzinga’s Edge Stock Rankings.

Intel Corp Intel Corp. (NASDAQ: INTC) shares are down over 12% pre-market, following the company’s fourth-quarter results on Thursday, owing to a soft first-quarter outlook, which fell short of analyst estimates.
Intel shares score high on Momentum, but are moderate in Value, while having a strong price trend in the short, medium and long terms, according to Benzinga’s Edge Stock Rankings.

CSX Corp CSX Corp. (NASDAQ:CSX) surged 2.99% pre-market, following its fourth-quarter results, despite missing consensus estimates on the top and bottom lines.
The stock has moderate scores across all metrics in Benzinga’s Edge Stock Rankings, but has a favorable price trend in the short, medium and long terms.

Booz Hamilton Holding Corp Booz Hamilton Holding Corp. (NYSE:BAH) is up 0.25% pre-market ahead of the company’s fiscal third-quarter results before markets open on Friday.
The stock does poorly in Benzinga’s Edge Stock Rankings with a low Momentum score, but has a favorable price trend in the Short and Medium terms.

Cues From Last SessionEnergy, materials, consumer discretionary and health care led the way on Thursday, as all sectors within the S&P 500 ended the day in the green.

IndexPerformance (+/-)ValueDow Jones0.63%49,384.01S&P 5000.55%6,913.35Nasdaq Composite0.91%23,436.02Russell 20000.76%2,718.77Insights From AnalystsAccording to Bank of America’s latest fund manager survey, institutional investors are the most bullish since 2021, with surging optimism, low cash levels and hedging.

The survey, which included 196 participants managing a combined $575 billion in assets, showed that 38% of respondents expect stronger global growth, with minimal fears of a recession, while equity allocations climbed to their highest level since December 2024, with 48% of fund managers now overweight on stocks.

This pushed BofA’s widely watched Bull & Bear Indicator up to 9.4, which is firmly in the “Hyper-Bull” territory, indicative of high optimism.

The Bank’s Chief Investment Strategist, Michael Hartnett, also called out the low levels of hedging, which he finds particularly striking.

“Low levels of stock market hedging are irrelevant in a world of positive surprises,” Hartnett said, while noting that “it matters greatly if surprises suddenly turn.”

Upcoming Economic DataHere’s what investors will be keeping an eye on Friday.

At 9:45 a.m. ET, S&P Global will release its flash U.S. services PMI for January, alongside the flash U.S. manufacturing PMI for the month. This will be followed at 10:00 a.m. ET by the final reading of consumer sentiment for January, which is expected to come in at 54.0, unchanged from the prior month. Commodities, Gold, Crypto, And Global Equity MarketsCrude oil futures were trading higher in the early New York session by 1.03% to hover around $59.97 per barrel.

Gold Spot US Dollar is up 0.19% to hover around $4,918.76 per ounce. Its last record high stood at $4,966.7 per ounce on Friday. The U.S. Dollar Index spot was up 0.05% at the 98.408 level.

Meanwhile, Bitcoin (CRYPTO: BTC) was trading 0.40% lower at $89,258.41 per coin.

Most Asian markets closed high on Friday, barring India’s Nifty 50 and New Zealand’s NZX 50. European markets are mixed in early trade.

Photo courtesy: Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within 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.

HomeIndustriesInternet/Online ServicesAmazon slashed 14,000 positions in OctoberPublished: Jan. 23, 2026 at 4:29 a.m. ET

Amazon could be ready to announce massive job cuts to match those seen last October, according to reports. Photo: Getty ImagesAmazon.com workers are bracing for another round of massive job cuts, with the company reportedly expected to announce those cuts as soon as next week.

Some 14,000 corporate positions could be cut, starting possibly as soon as next Tuesday, Reuters reported, citing sources. The report says the latest cuts are part of a plan to eliminate 30,000 corporate workers.

About the Author

Barbara Kollmeyer is based in Madrid, where she leads MarketWatch's pre-markets coverage of financial markets and writes the Need to Know column. She has worked in London and Los Angeles for MarketWatch previously. Follow her on Twitter @bkollmeyer.

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U.S. futures and Asian markets were higher, while most European indexes drifted lower following Trump's about-turn on tariff threats over Greenland.

January 23, 2026 04:43 ET  | Source: Dimensional Fund Advisors Ltd

FORM 8.3

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY
A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE
Rule 8.3 of the Takeover Code (the “Code”)

1.KEY INFORMATION   (a)Full name of discloser:Dimensional Fund Advisors Ltd. in its capacity as investment advisor and on behalf its affiliates who are also investment advisors (”Dimensional”). Dimensional expressly disclaims beneficial ownership of the shares described in this form 8.3. (b)Owner or controller of interests and short positions disclosed, if different from 1(a):
The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s), settlor and beneficiaries must be named.  (c)Name of offeror/offeree in relation to whose relevant securities this form relates:
Use a separate form for each offeror/offereeAuction Technology Group PLC (d)If an exempt fund manager connected with an offeror/offeree, state this and specify identity of offeror/offeree:  (e)Date position held/dealing undertaken:
For an opening position disclosure, state the latest practicable date prior to the disclosure22 January 2026 (f)In addition to the company in 1(c) above, is the discloser making disclosures in respect of any other party to the offer?
If it is a cash offer or possible cash offer, state “N/A”N/a   2.POSITIONS OF THE PERSON MAKING THE DISCLOSURE   If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security. (a)Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any)   Class of relevant security:0.01p ordinary (GB00BMVQDZ64)  InterestsShort Positions  Number%Number% (1)Relevant securities owned and/or controlled:1,556,3681.27 %   (2)Cash-settled derivatives:     (3)Stock-settled derivatives (including options) and agreements to purchase/sell:      Total1,556,368 *1.27 %   * Dimensional Fund Advisors LP and/or its affiliates do not have discretion regarding voting decisions in respect of 5,477 shares that are included in the total above.   All interests and all short positions should be disclosed.Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions).

     (b)Rights to subscribe for new securities (including directors’ and other employee options)   Class of relevant security in relation to which subscription right exists:  Details, including nature of the rights concerned and relevant percentages:    3.DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE   Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in.The currency of all prices and other monetary amounts should be stated.

 (a)Purchases and sales   Class of relevant securityPurchase/saleNumber of securitiesPrice per unit 0.01p ordinary (GB00BMVQDZ64)Sale5,4263.4303 GBP There was a Transfer In of 2953 shares of 0.01p ordinary (b)Cash-settled derivative transactions   Class of relevant securityProduct description e.g. CFDNature of dealing e.g. opening/closing a long/short position, increasing/reducing a long/short positionNumber of reference securitiesPrice per unit         (c)Stock-settled derivative transactions (including options) (i)Writing, selling, purchasing or varying Class of relevant securityProduct description e.g. call optionWriting, purchasing, selling, varying etc.Number of securities to which option relatesExercise price per unitType e.g. American, European etc.Expiry dateOption money paid/ received per unit          (ii)Exercise   Class of relevant securityProduct description e.g. call optionExercising/ exercised againstNumber of securitiesExercise price per unit         (d)Other dealings (including subscribing for new securities)        Class of relevant securityNature of dealing e.g. subscription, conversionDetailsPrice per unit (if applicable)        4.OTHER INFORMATION   (a)Indemnity and other dealing arrangements   Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the person making the disclosure and any party to the offer or any person acting in concert with a party to the offer:
Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state “none” None   (b)Agreements, arrangements or understandings relating to options or derivatives   Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to:
(i) the voting rights of any relevant securities under any option; or
(ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced:
If there are no such agreements, arrangements or understandings, state “none” None   (c)Attachments   Is a Supplemental Form 8 (Open Positions) attached?NO   Date of disclosure23 January 2026 Contact nameThomas Hone Telephone number+44 20 3033 3419    Public disclosures under Rule 8 of the Code must be made to a Regulatory Information Service.

The Panel’s Market Surveillance Unit is available for consultation in relation to the Code’s disclosure requirements on +44 (0)20 7638 0129.

The Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BABA, BIDU either through stock ownership, options, or other derivatives. 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.

Asian equities pushed higher and the dollar stayed under pressure, giving crypto a firmer footing after a volatile week.

TLDR: Atlas acquisition expands Chainlink SVR to five blockchains including Arbitrum, Base, and BNB Chain. Chainlink SVR has processed $460M in liquidations and recaptured over $10M in Oracle Extractable Value. FastLane selected Chainlink for its security record securing $27T in transactions across 70% of DeFi. Atlas users receive streamlined migration support to Chainlink SVR through developer documentation.
Chainlink has completed the acquisition of Atlas, an order flow auction protocol developed by FastLane Labs. The deal brings Atlas’s intellectual property and key personnel under Chainlink’s oversight. 

Atlas will now exclusively support Chainlink’s Smart Value Recapture (SVR) solution, which helps DeFi protocols recover Oracle Extractable Value. 

The acquisition enables SVR expansion across Arbitrum, Base, BNB Chain, Ethereum, and HyperEVM networks.

Atlas Integration Strengthens DeFi Value Recapture Infrastructure The acquisition positions Chainlink as the dominant player in the OEV recapture market. Atlas has proven its capabilities by powering order flow auctions for protocols like Compound and Venus. 

These auctions primarily focus on liquidation events within decentralized finance (DeFi) lending platforms. FastLane chose Chainlink due to its security track record and decentralized oracle infrastructure.

Chainlink has secured over $27 trillion in transaction value throughout its operational history. The network currently protects more than 70% of the existing DeFi ecosystem. 

This extensive reach provides Atlas with immediate access to established infrastructure and user trust. The combination creates a streamlined path for protocols seeking value recapture solutions.

SVR specifically targets non-toxic MEV generated from the usage of Chainlink Price Feeds. The system recaptures value through backrunning liquidations in overcollateralized lending protocols. 

Unlike harmful MEV practices, SVR cannot facilitate frontrunning or sandwich attacks. This design ensures protocols can generate additional revenue without compromising user experience.

Existing Atlas users will receive support during their migration to Chainlink SVR. Developer documentation provides technical guidance for the transition process. 

The Ethereum mainnet deployment continues using Flashbots MEV-Share infrastructure. Meanwhile, Atlas enables SVR deployment across new blockchain ecosystems beyond Ethereum.

Market Performance Demonstrates Growing Adoption of Value Recapture Chainlink SVR has processed over $460 million in liquidations since launch. The platform has successfully recaptured more than $10 million in OEV for integrated protocols. 

Leading DeFi platforms including Aave and Compound have already adopted the solution. Revenue generated through SVR creates sustainable income streams for both protocols and the Chainlink Network.

The value recapture mechanism operates through a revenue-share model between protocols and Chainlink. 

Protocols gain additional income beyond traditional fees and interest rates. Chainlink benefits from increased network utilization and economic sustainability. This alignment creates mutual incentives for ecosystem growth and development.

Johann Eid, Chief Business Officer at Chainlink Labs, welcomed the acquisition. “I’m thrilled to welcome Atlas into the Chainlink standard,” Eid stated. 

He noted that uniting Atlas’s technology with SVR creates the most effective value recapture system DeFi has experienced. The integration accelerates SVR expansion to new ecosystems and increases revenue for DeFi protocols.

Alex Watts, CEO of FastLane, expressed confidence in the partnership’s potential. “Bringing Atlas together with Chainlink creates the most credible path for DeFi protocols to recapture value onchain at scale,” Watts said. 

He emphasized Chainlink’s position to lead the OEV market and advance Atlas through its SVR product. FastLane will continue operating independently while serving as a strategic partner to support Atlas operations and protocol adoption.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

The CEO of stablecoin issuer Circle has weighed in on the importance of stablecoin rewards and why he believes the banking industry’s concerns about interest payments on these assets are “absurd.”

Circle CEO Rejects Banks’ Stablecoin Fears Speaking at the World Economic Forum (WEF) in Davos, Circle’s CEO, Jeremy Allaire, discussed banks’ growing concerns that paying interest on stablecoins poses a threat to the industry, calling the deposit flight narrative “totally absurd.”

The banking sector has expressed concerns about stablecoin rewards, arguing that interest payments will distort market dynamics and affect credit creation. In the US, banks have heavily criticized the GENIUS Act, claiming that it has loopholes that could pose risks to the financial system.

The executive rejected the sector’s general arguments, citing historical and practical reasons. He asserted that this exact argument has been historically used when new financial products, such as government money market funds, have emerged.

Notably, Bank of America CEO Brian Moynihan recently compared the digital assets to money market mutual funds, which require reserves to be held in short-term instruments, such as US Treasuries, reducing lending capacity in the system.

The executive told investors that the banking sector, small- and medium-sized businesses in particular, could face significant challenges if the US Congress does not prohibit interest-bearing stablecoins, as up to $6 trillion in deposits, or 30% to 35% of all US commercial bank deposits, could flow out of the banking system and into the stablecoin sector.

However, Allaire pointed out that, despite institutions claiming that financial products would “draw all the deposit base,” their growth has not “stopped the ability for lending to happen.”

The importance Of Rewards Circle’s CEO also argued that stablecoins should not be singled out when rewards for other financial products exist and contribute to the system. “Those rewards (…) exist in every balance that you have with a credit card that you use. They exist around so many other financial products and services that we have,” he detailed.

“These rewards are actually very important,” Allaire continued. “They help with stickiness, they help with customer traction. They are not themselves like these huge monetary policy dampers.”

Most importantly, he pointed out that lending is moving away from the risk-taking of banks, with “a huge amount of lending is moving towards private credit.”

He cited a Wednesday WEF panel, in which a capital markets participant highlighted how the vast majority of GDP growth in the United States was “formed by capital market formation around junk bonds.”

“So private credit issuing junk bonds, capitalizing the build out of the American technology advancements, not bank credit,” the executive added.

Previously, Coinbase Institute shared a similar argument, affirming that “credit is evolving, not shrinking. Lending is shifting to private credit, fintech, and DeFi channels that don’t depend on deposits. Liquidity moves—it doesn’t vanish.”

Allaire concluded that “we want stablecoin money to be cash instrument money, prudentially supervised, very, very safe money. And then I think what we want to do is we want to build models for lending that build on top of stablecoins.”

The total crypto market capitalization is at $2.98 trillion in the one-week chart. Source: TOTAL on TradingView Featured Image from Unsplash.com, Chart from TradingView.com

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

On-chain analytics firm Glassnode has pointed out in a new report how Bitcoin is facing supply overhang beyond the $98,000 region.

Bitcoin Could Find Resistance Beyond $98,000 In its latest weekly report, Glassnode has discussed about how the recent Bitcoin rally stalled near the Realized Price of the short-term holders (STHs). The “Realized Price” is an on-chain metric that tracks the cost basis of the average investor or address on the BTC network.

The STH Realized specifically measures the average acquisition level of traders who purchased within the past 155 days. As the below chart shows, this indicator is located at $98,400 right now.

The price of the coin appears to have bounced off the line in recent days | Source: Glassnode’s The Week Onchain – Week 3, 2026 This level is around where the recent recovery run hit an obstacle, potentially due to selling from underwater recent buyers who used the rally to exit near their break-even mark.

Glassnode explained:

The recent rejection near the Short-Term Holder cost basis at ~$98.4k mirrors the market structure observed in Q1 2022, where repeated failures to reclaim recent buyers’ cost basis prolonged consolidation.

The STH Realized Price provides a look at the average break-even level of a broad section of the market. For a more granular look, another indicator called the UTXO Realized Price Distribution (URPD) exists.

How the latest URPD of the cryptocurrency looks | Source: Glassnode’s The Week Onchain – Week 3, 2026 From the chart of the Bitcoin URPD, it’s visible that a notable amount of the STH supply has a cost basis between the current level and $98,000 (colored in blue). This supply represents the tokens that were redistributed by top buyers into newer market participants during the price rally.

Not all top buyers sold, however, as it’s apparent in the graph that at levels around and above $100,000, the long-term holder (LTH) supply is becoming a notable force (shaded in red).

Coins count under the LTH cohort once they mature past the 155-day age bracket. The fact that LTH supply is building up at these levels suggests some bull market entrants are willing to hold.

The analytics firm noted:

This unresolved supply overhang remains a persistent source of sell pressure, likely to cap attempts above the $98.4k STH cost basis and the $100k level. A clean breakout would therefore require a meaningful and sustained acceleration in demand momentum.

It now remains to be seen how Bitcoin’s upcoming price action would look, particularly in the context that major supply clusters are still sitting underwater.

BTC Price Bitcoin has been following a downward trajectory since its rejection from the STH Realized Price as its value is now trading around $89,100.

The trend in the price of the coin over the last five days | Source: BTCUSDT on TradingView Featured image from Dall-E, chart from TradingView.com

9h17 ▪ 3 min read ▪ by Ariela R.

Summarize this article with:

A discreet stablecoin called A7A5 allowed Russia to circumvent Western embargoes. More than 100 billion dollars allegedly passed through this crypto asset, according to data from the firm Elliptic.

In Brief The A7A5 stablecoin allowed Russia to transfer 100 billion despite sanctions. Western sanctions have reduced its liquidity, thus limiting its role in the global crypto ecosystem. Crypto and sanctions: the A7A5 case questions experts In less than a year, the A7A5 stablecoin registered more than 250,000 onchain transactions on Ethereum and TRON. According to Elliptic, these operations represent more than 100 billion dollars transferred by Russian crypto wallets, often linked to entities under American and European sanctions.

Designed by A7 LLC, a company specialized in cross-border payments, A7A5 relies on ruble deposits stored in the public bank Promsvyazbank. Thanks to this architecture, the token functions as a bridge between the ruble and USDT. It thus facilitates access to international crypto markets without keeping funds exposed to prohibitions.

According to the Elliptic report, a significant portion of these funds passed through decentralized crypto exchanges like Uniswap, where the DEX acted as a relay between A7A5 and Tether. This structure reduced dependence on the traditional banking system while avoiding control by authorities.

Crypto under pressure: Uniswap, USDT, and the fall of A7A5 The rise of the A7A5 stablecoin slowed significantly starting summer 2025. As of August, the United States imposed direct sanctions on this crypto asset. Immediate result: a drastic drop in USDT liquidity and the blocking of trades via the Uniswap web interface.

At the end of October, the European Union followed suit, accusing A7A5 of facilitating transactions related to the Russian war economy. Despite a still operational blockchain infrastructure, the lack of liquidity caused a volume drop: from 1.5 billion per day to 500 million.

Users also reported crypto wallets frozen by certain platforms after tracing funds to A7A5. These incidents highlight the fragility of DeFi protocols in the face of crypto regulators.

The A7A5 case thus reveals the tensions between technological innovation and geopolitical constraints. Indeed, cryptocurrencies enable disintermediation. Nonetheless, they remain vulnerable to regulatory pressure, liquidity, and crypto exchange platforms.

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Ariela R.

My name is Ariela, and I am 31 years old. I have been working in the field of web writing for 7 years now. I only discovered trading and cryptocurrency a few years ago, but it is a universe that greatly interests me. The topics covered on the platform allow me to learn more. A singer in my spare time, I also cultivate a great passion for music and reading (and animals!)

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.

Kansas state lawmakers have proposed a state-run BTC and digital asset reserve fund that will primarily hold cryptocurrencies transferred to the state government under unclaimed property laws. The filing follows a trend in the U.S. of states integrating crypto into their financial strategies.

Craig Bowser, Kansas state Senator, introduced SB-352 to the state Senate floor on Thursday, Jan. 22, to create a state fund using crypto that ends up in state hands through unclaimed property rules. The proposal highlights the increasing acceptance of cryptocurrency by institutions and government agencies across the U.S. since March last year, when President Donald Trump created a U.S. strategic Bitcoin reserve fund by executive order. This move aimed to seize cryptocurrency acquired from criminal or civil cases, rather than selling it at auction. 

Kansas to allow 10% of deposits to the reserve fund into the general fund Kansas lawmakers have previously focused largely on tax incentives to block startups and on pilot programs for digital payments within state agencies to integrate crypto into state financial strategies. The recent proposal of SB-352 signals a more ambitious effort that could operate like sovereign wealth funds, allowing the state to hold, manage, and grow crypto holdings for public benefit. 

Proposed bill in *Kansas* to create bitcoin & digital assets reserve fund…

Kansas.

Yes, I will do what I can here. pic.twitter.com/KXjGMJxpoI

— Nate Geraci (@NateGeraci) January 23, 2026

The SB-352 bill allows the state treasurer to credit up to 10% of each deposited digital asset into the Bitcoin and digital asset reserve fund to the state’s general fund. The reserve fund will consist of all airdrops, staking rewards, and interest earned, as prescribed in K.S.A. 58-3952(f) and amendments thereto. 

According to the proposal, all expenditures from the Bitcoin and digital assets reserve fund are bound by appropriations acts upon warrants of the director of accounts. So far, some states have already explored a strategic Bitcoin reserve as a treasury strategy; however, the Kansas bill focuses more on custody rules and unclaimed property. 

At the time of publication, BTC was down 0.6% to $89,365. The token has lost roughly 6.5% this week as we head into the weekend. ETH, on the other hand, had lost 2.14% on the daily chart, trading at $2,945 after losing almost 11% this week. 

Kansas follows a wave of proposals by other states across the U.S. Kansas joins other states that have enacted legislation establishing crypto reserve funds, such as Arizona, Utah, and Oklahoma. Wyoming has already established a blockchain legal framework, including crypto banks and a special-purpose depository charter. Wyoming became the first U.S. state to launch a blockchain-based stablecoin, issuing the Frontier Stable Token on several blockchain networks, with reserves backed by USD and short-term treasuries.

“Today, Wyoming reaffirms its commitment to financial innovation and consumer protection. The mainnet launch of the Frontier Stable Token will empower our citizens and businesses with a modern, efficient, and secure means of transacting in the digital age.” 

–Mark Gordon, Governor of Wyoming

Additionally, Texas has also accepted Bitcoin for state fees and passed Senate Bill 21 last year, creating the Texas Strategic Bitcoin Reserve. According to a Cryptopolitan report,  Texas Strategic Bitcoin Reserve is funded by legislative appropriations, dedicated fees, investment returns, and voluntary cryptocurrency gifts. 

Florida and Arizona have also experimented with pilot programs for digital asset management in government operations. Florida established a proposal early this month to form a Bitcoin reserve. For eligibility, the House Bill (HB) 1039 required the state to purchase only a cryptocurrency with an average market cap of at least $500 billion over the past 24-month period. This means the reserve will only hold BTC with a market cap exceeding $1 trillion for now. Ethereum falls short of the requirement, with a market cap of roughly $354 million as of now. 

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