Weekly Market Report. January 23, 2026

✨We Are Light – Constantin Kogan✨ We Are Light – Constantin Kogan► Play OnlineThis track lives in the quiet space between night and morning, where movement softens and feeling takes over. It’s about presence more than energy, about letting the music carry you without needing a destination.Warm pads, airy textures, and a rolling bass create a gentle flow where dancing becomes almost meditative. The vocals drift in like distant echoes, touching on connection, reflection, and the subtle pull that lingers even in distance.Made for moments when bodies move and minds wander, this track asks you to feel rather than think, to slow down, and to let the light find its way in.Official Link

⬤TOP READS

Binance applies for EU crypto license in Greece under MiCA frameworkBinance has applied for an EU-wide crypto license under the Markets in Crypto-Assets regime, filing its application in Greece and setting up a local holding company.

Trump: US has to ‘make it so that China doesn’t get the hold‘ of cryptoThe US president said he supported the GENIUS Act because it was “politically popular,” but added the main reason was in response to China.

Bitcoin eyes $90K as Trump sees crypto bill signing ‘very soon’BTC joined a broader risk-asset bounce near the Wall Street open, while Trump’s World Economic Forum comments revived expectations for US crypto market-structure reform.

⬤ WHAT MATTERED

AI & Technology We Have No Idea How to Code. So We Got Claude to Code This Article for Us. im 75559769?width=300&height=200

How Playing Pokémon Became the Ultimate Test of AI’s Intelligence im 20989279?width=620&size=1

South Korea Issues Strict New AI Rules, Outpacing the WestBusiness im 92180712?width=540&size=1

TikTok Finalizes Deal to Keep Operating in the U.S. im 19747325?width=540&size=1

Why Elon Musk Is Racing to Take SpaceX Public 019bc068 c7bb 7264 976d 7fcaf983c9a0

Binance applies for MiCA license in Greece as EU deadlines loomCrypto 019be5ec fec0 78e2 94c7 c4c2dd68bdf0

Will XRP price double again? ‘Latent’ buy pressure puts shorts in danger 019be8c5 856f 7ad8 8a17 31081e3a16cd

Capital One bank buys stablecoin fintech Brex for $5.15B 019be831 9a4b 72c8 8858 b9826b23e1db

South Korea loses $48 million in seized Bitcoin to phishing scam: Report⬤ CAPITAL MOVES

…Where capital is quietly positioning.River raises $12M in strategic funding for DeFi infrastructureWarden Protocol raises $4M in strategic funding to build privacy-oriented on-chain techCork Protocol raises $5.5M in seed funding for decentralized finance toolingFinst raises $9.35M Series A to expand crypto financial services infrastructureBitway raises $4.44M in seed round for DeFi protocol developmentRiver (another tranche) raises $8M strategic funding to scale DeFi products

⬤ UNDER THE SURFACE

NYSE Moves Toward 24/7 Trading With Tokenized U.S. Stocks

The New York Stock Exchange announced plans to enable 24/7 trading of tokenized U.S. equities, marking a major shift in how traditional markets think about settlement, liquidity, and access. This is not about retail convenience. It reflects growing pressure to modernize market infrastructure in a world that already trades continuously via crypto rails. The symbolism is hard to miss: while equity markets debate extended hours, crypto already operates nonstop and the gap is now being closed from the institutional side. Gold Breaks $4,700 as Markets Price Structural Risk, Not Euphoria

Gold surged above $4,700 per ounce, setting another all-time high as investors continue to hedge against geopolitical risk, sovereign debt overload, and weakening confidence in fiat systems. Central bank buying, especially from emerging markets, remains a major driver, alongside pressure on real rates and accelerating de-dollarization trends. This is not speculative excess. Gold’s move is defensive, a slow rotation into hard assets that historically precedes broader market repricing rather than following it. Iran’s $500M Stablecoin Accumulation Signals Shadow Dollarization

According to analysis by Elliptic, Iran’s central bank accumulated over $500 million in USDT during April–May 2025, using stablecoins to support the rial and facilitate cross-border settlement under sanctions. Funds reportedly moved through local exchange Nobitex and bridged across blockchains, with part later frozen by Tether. The broader implication is structural: stablecoins are increasingly functioning as shadow dollar reserves for sanctioned and capital-constrained states, faster than SWIFT, harder to block, yet fully traceable on-chain.

⬤ ON THE READING LIST

Check the book here!This is not a book about market predictions or quick wins.It is about developing sound judgment when markets are uncertain, crowded, or emotionally charged.Key ideas from the bookRisk matters more than return over full market cyclesSecond-level thinking separates professionals from the crowdMarket cycles are driven by psychology, not fundamentals alonePatience and defensive positioning are long-term advantages

⬤ MEME OF THE WEEK

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