On 11 January 2026 at 17:42, the International Monetary Fund highlighted that stablecoins are increasingly used for cross‑border payments. Its analysis says stablecoin flows are growing faster than Bitcoin and Ethereum activity, and heavy backing with short‑term US Treasuries is binding these tokens to traditional finance while policy responses remain uneven.

As of early 2026, Bitcoin's weekly RSI sits in the low 30s with price near $80,000, according to the analysis. Two 2025 pullbacks followed bearish divergences, and traders are watching $98,000 (0.382) and $103,000 (0.5) as retest zones, while $91,000–$93,000 may act as a front-run retest if momentum stays weak.

Ethereum is experiencing a renewed wave of long-term capital commitment as staking demand climbs and more supply is taken out of circulation. Over 1.7 million ETH, valued at roughly $5.5 billion, is now queued for validator activation, with new stakers facing delays of nearly a month. This shrinking liquid supply, combined with institutional yield strategies and anticipated network upgrades, is tightening underlying market conditions around key price support levels.

On-chain data indicates that more than $1.25 billion in USDT was withdrawn from Binance in a single session, while the exchange's stablecoin reserves fell by nearly $1.7 billion over two days. At the same time, very large wallets holding over $100 million in USDT reportedly added about $4.7 billion, suggesting capital is moving into off-exchange storage, softening short-term trading activity but not necessarily signaling market distress.

On 10 January 2026, on-chain indicators showed Bitcoin shifting as long-term holders moved from accumulating to selling while newer whale wallets clustered around $99,000. The price is still trading above short-term support and the 21-day moving average, but it has stayed below the 50-week simple moving average for nine straight weeks. This combination of renewed supply from older coins and whale break-even levels near $99,000–$100,000 leaves the market at a sensitive point for the next major move.

On January 9, US spot crypto ETFs recorded $337.22 million in net outflows, led by redemptions in Bitcoin and Ethereum funds. Bitcoin ETFs offloaded 2,750 BTC, about $250 million, while Ethereum products saw 30,205 ETH out, near $94 million. Smaller inflows into XRP, Chainlink, Litecoin, and HBAR signaled selective reallocations.

Binance closed 2025 reporting record activity across trading, payments, security, and regulatory integration. The platform processed $34 trillion in total volume, with over $7.1 trillion on spot, passed 300 million registered accounts, and held nearly $163 billion in customer assets; institutional OTC fiat rose over 200%, and Binance Pay reached more than 20 million merchants.

On 10 January 2026, Pi Network introduced a consolidated payment library designed to simplify the integration of Pi transactions into applications. The upgrade follows earlier backend security tightening, yet the Pi price around $0.209 and neutral RSI and MACD readings indicate continued consolidation. Community sentiment remains cautious, with the absence of a Binance listing still seen as a major overhang on confidence and liquidity.

On 10 January 2026, OKX confirmed it had overhauled its global institutional business, resulting in a notable reduction in staff. People familiar with the matter indicated that around one-third of the institutional sales team left, with estimates of eight to ten layoffs alongside voluntary departures. The exchange says the move follows a strategic review and aims to adopt a more traditional coverage model for institutional clients.