Weekly Market Report. January 9, 2026

💺In Transit – Constantin Kogan💺 In Transit – Constantin Kogan – SoundLoadMate.com► Play OnlineMusic came before everything else for me. Long before clubs or studios, I grew up immersed in classical sound, shaping an emotional relationship with music rather than a technical one.From cassette mixes on a Walkman to late night sessions behind decks, my path has always been guided by mood, memory, and flow. Melodic and deep house eventually became the natural language.In Transit marks my first step from selector to creator and the beginning of a longer exploration of movement, memory, and the spaces between moments.Official Link

⬤TOP READS

Bitcoin price falls despite ‘really bullish’ MSCI update: What went wrong?MSCI’s rule change on newly issued shares reshapes passive demand, raising questions over how Bitcoin-linked treasury companies fund future BTC purchases.

Trump’s Plan to Run the Hemisphere Scares Friends and Puzzles FoesPresident Trump’s new “Donroe Doctrine”—loudly proclaimed by the seizure of Venezuelan leader Nicolás Maduro and the president’s assertion that Washington now “runs” the Latin American country—seeks to establish U.S. hegemony over the entire Western Hemisphere.

Trump-backed World Liberty Financial seeks US bank charter to bring USD1 stablecoin fully onshoreWorld Libert Financial, the DeFi protocol supported by President Donald Trump, has created a new trust company to seek a U.S. banking license.

⬤ WHAT MATTERED

AI & Technology im 44278770?t=1767872528

Nvidia CEO Says Chinese Demand for Its AI Chips Is ‘Quite High’ im 75432369?t=1767872619

Fusion Startup Gets an AI Boost From Nvidia, Siemens im 35227831?t=1767872686

How Google Got Its Groove Back and Edged Ahead of OpenAIBusiness 019b9be8 5f96 7504 aa73 ce4a29424c4e

Zcash devs split from Electric Coin Company, plan to create new firm 20250917 Kalshi News 2

Kalshi CEO endorses bill banning insider trading on prediction markets 019b9c89 3632 78f2 ad11 b99925519968

India tax authorities warn crypto undermines tax enforcement
Crypto 20221021 Nike

Nike sells RTFKT digital collectibles unit to unnamed buyer: reports 019afe21 f273 701d 92e5 2ff531b02cda?t=1767873179

Strategy accumulates over 22,000 Bitcoin, RWAs top $19 billion: December in Charts 019b9cf3 c7bf 77c1 99e8 21581d1626b5

Bitcoin price may bottom at $88K next cycle if last CME gap stays open

⬤ CAPITAL MOVES

…Where capital is quietly positioning.Strategy acquired 1,287 BTC at an average price of $90,391 per BTCBabylon Labs raises $15M from a16zTres Finance raises $130M (M&A/backing) with Fireblocks as a key investorZenChain raises $8.5M from Watermelon Capital, DWF Labs & Genesis Capital VCUbyx completes a funding round

⬤ UNDER THE SURFACE

Polymarket Trade Sparks Insider Trading Fears in Washington

An anonymous trader turned a $32,000 Polymarket bet into more than $400,000 overnight by wagering that the U.S. would move to oust Venezuelan President Nicolás Maduro before the end of January, igniting concern in Washington over whether prediction markets are pricing geopolitical actions faster than public disclosures. The timing of the trade has triggered congressional scrutiny and renewed debate over ethics and market access, with lawmakers now drafting legislation that would bar government officials from participating in political prediction markets when they may possess non-public policy information, underscoring how real-money forecasting has begun to collide directly with state power. U.S. Bitcoin and Ethereum ETFs Open the Year With $646M Inflows

On the first trading day of 2026, U.S. spot Bitcoin and Ethereum ETFs recorded combined net inflows of $645.8 million, marking the strongest daily demand in over six weeks and signaling an aggressive early return of institutional capital. Bitcoin ETFs alone absorbed $471.3 million, their largest single-day inflow in 35 trading sessions, while Ethereum ETFs pulled in $174.5 million, reinforcing the view that large allocators are positioning early rather than waiting for confirmation later in the year. Morgan Stanley Moves to Launch Bitcoin and Solana ETFs

Morgan Stanley formally filed S-1 registration statements with the SEC to launch both a Bitcoin Trust and a Solana Trust, the latter including staking, pushing another $6.4 trillion asset manager into the regulated crypto ETF arena. If approved, the filings would place Morgan Stanley alongside BlackRock and Fidelity in offering institutional-grade crypto exposure, further cementing digital assets as a permanent fixture within traditional portfolio construction rather than a speculative fringe allocation.

⬤ ON THE READING LIST

No Excuses!No Excuse!: The Power of Self-Discipline by Brian TracyA book about discipline when motivation is gone.Exposes the gap between intention and action on low energy, distracted daysBreaks excuses into clear patterns and reframes them as practical problemsUses honest self assessment to protect time, energy, and focusEmphasizes execution and discipline over motivation
Built for action, not inspiration. A framework for executing when motivation is low.

⬤ MEME OF THE WEEK

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Constantin Kogan