Weekly Market Report. January 30, 2026

🌌Resonance – Constantin Kogan🌌 Resonance – Constantin Kogan► Play OnlineResonance unfolds like an echo that lingers long after the moment has passed.
It lives in the space where energy has already moved, but its imprint remains. Not the action itself but what it leaves behind.Warm analog pads and a deep, rounded bass move with quiet balance beneath minimal, groove-focused percussion, reflecting the tension between expansion and restraint. Subtle arpeggios and airy vocal textures appear like fragments of thought, less about meaning and more about connection.Cinematic yet intimate, the track mirrors a moment of inner alignment, when motion slows and awareness turns inward. Late-night movement becomes reflection, presence gives way to memory, and flow replaces force.This is where intention settles into feeling.
Not transformation. Just resonance.Official Link

⬤TOP READS

Why did Bitcoin price just hit two-month lows near $83K?Bitcoin suddenly dropped almost 6% to see its lowest levels in two months as gold and silver endured a snap retracement from all-time highs. 019c0f8a 0213 7a6c b2a7 ded214d4121f

Liquidations knock Bitcoin out of world’s top 10 assetsA wave of leveraged liquidations erased hundreds of billions in value, reshuffling Bitcoin’s standing among the world’s largest investable assets. thecryptobeat

Anthony Pompliano: Forget inflation, bitcoin’s price action is explained by deflation and de-dollarizationAnthony Pompliano and Jeff Park argue that deflation, not inflation, may be Bitcoin’s biggest headwind, challenging the narrative that fueled institutional adoption in 2020. They suggest institutions aren’t trying to exit fiat, but are instead integrating Bitcoin into the legacy system to attract new clients and revenue.

⬤ WHAT MATTERED

AI & Technology How China’s Military Robots and Technology Are Learning From Animals im 95423038?width=300&height=200

Meta Has Been Spending Like Crazy on AI. It’sPaying Off. im 25392041?width=540&size=1

The End of the Model S Is the Start of a New TeslaBusiness 019bff93 bbd8 7b72 88a3 14c6fcc33346

United Kingdom dodges, ‘United States malaise’ as regulator finalizes crypto rules im 36364417?width=300&height=200

How Businesses Are Manipulating Your And Everyone’s ChatGPT Results im 63483082?width=540&size=1

Apple Posts Blowout iPhone Sales, Investors Focus on Higher CostsCrypto 019c0e80 f844 71ca 8736 41cdc634743b

Bitcoin, Ether ETFs see $1B outflows as crypto market tumbles 6% 019c0af4 82fe 7d35 9c69 47312c34aa8d

Crypto custodian Copper weighs IPO as institutional demand grows 019c0afc f24c 7bce afa3 082ab6c99618

Talos adds $45M to Series B with new backing from Robinhood, Sony

⬤ CAPITAL MOVES

…Where capital is quietly positioning.Pomelo Latam raises $55M in a major funding roundZBD Paycloses $40M Series CDoppler raises $9M seed round led by Pantera CapitalZerohash eyes ~$250M raise targeting a ~$1.5B valuation

⬤ UNDER THE SURFACE

U.S. Winter Storm Knocks 200 EH/s Offline, Stress-Testing Bitcoin’s Infrastructure

A severe winter storm across the U.S. temporarily shut down roughly 200 EH/s of Bitcoin mining capacity, pushing network hashrate down to ~706 EH/s, a six-month low, while average block times stretched to ~12 minutes. U.S.-based miners were hit hardest, with Foundry USA seeing its pool hashrate drop by approximately 60% amid power consumption restrictions. The episode reinforces a recurring theme: Bitcoin remains resilient, but geographic concentration of industrial-scale mining still introduces short-term fragility during energy shocks. Tether Launches USA₮, Positioning for Full U.S. Regulatory Integration

Tether announced USA₮, a federally regulated U.S. stablecoin backed 1:1 by dollars and issued onshore. With $110B+ USDT already in circulation, ~80% of reserves held in U.S. Treasuries and cash equivalents, and $30–50B+ in daily volume, the move signals a strategic pivot toward full U.S. compliance. USA₮ could unlock access to U.S. banks, institutional settlement systems, and regulated RWA tokenization, while allowing Tether to preserve its global dominance. This is not expansion, it’s regulatory repositioning. SEC Draws a Hard Line on Tokenized Securities

The U.S. Securities and Exchange Commission clarified that tokenized stocks and bonds remain securities, regardless of whether they are issued, recorded, or settled on a blockchain. Registration, disclosure, and investor-protection requirements apply exactly as they do in traditional markets. The message is unambiguous: blockchain changes the rails, not the rules. For tokenization to scale in the U.S., innovation must happen inside existing legal frameworks, not around them.

⬤ ON THE READING LIST

Check the book here!A long-term look at how economic power, political influence, and monetary systems rise and fall over time.Ray Dalio focuses on the structural forces behind markets rather than short-term noise, using history to explain why stability eventually gives way to disruption.Key takeawaysEconomic and political systems move in long-term cyclesDebt accumulation forces periodic resetsReserve currencies reflect power, not permanenceIt places current uncertainty within a broader historical cycle, where change is recurring rather than exceptional.

⬤ SNAP OF THE WEEK

RWA 2026 Outlook

⬤ MEME OF THE WEEK

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