NekoZz

The crypto ETF market remains calm:
flows into spot ETFs are currently stagnating.
However, at the end of last Friday’s trading session on 2 January, strong inflows were recorded in BTC and ETH ETFs (+$471 million and +$174.5 million, respectively).
— Farside data

The US Government now holds over $30B in crypto with 97% of it in $BTC.

Cointelegraph: Analyst says Bitcoin is unlikely to see a major correction after the US strike on Venezuela.

Santiment: Total memecoin market capitalization now exceeds $45.3 million, up 20.8% for the week.

Payments adoption is showing up on $SEI.
P2P stablecoin supply +157% YTD says enough.

Execution performance shows up in the data.
$SEI closing December at the top of EVM chains by active addresses tracks with where onchain activity is heading.

Top projects scheduled to launch mainnet in Q1 2026

Top 10 #AI & Big Data projects by development.

BTC has so far held the investor tool model as support ($83,906), which is the 730-day moving average.
In every bear market, it has broken below it.

Glassnode: The deceleration in capital inflows has coincided with long-term holders increasing their loss realization.
This structure is unfolding while price trades within a compressed range. This reflects growing time-based investor fatigue, a common characteristic of extended bearish phases.

Posting this a bit early despite it still being a microcap. $Z has been on a crazy run, liquidity is 576k for a 5 mil FDV coin.
Privacy catching a bid, expecting this to continue ripping.
Audited by Certik as well.

In December, spot trading volume on the CEX fell to its lowest level since September 2024 at $1.13 trillion, down 32% from November ($1.66 trillion) and 49% from October ($2.23 trillion).
On the DEX, total trading volume fell to $245 billion in December - down 20% from $306 billion in November and 46% from $451.2 billion in October.

This is what a serious data stack on $SEI looks like.
Chainlink and Pyth for pricing. Dune, Messari, Artemis for analytics. Etherscan and Nansen for visibility. When all of this runs on the same rails, execution, pricing, and market insight stay tightly aligned.

Biggest DeFi Protocols by Total Fees Generated in 2025.

Q4, Part 2 for $SEI.
AI and consumer activity picked up. Sakura Nexus sold out its Genesis NFT quickly, while Kindred AI and Memecore pushed large-scale AI unit distribution on-chain.
Different verticals showing traction at the same time. Network effects starting to compound.