IntoTheBlock

Strategy confirmed the acquisition of more than 22k BTC this week, pushing their total holdings past the 700,000 threshold

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Both Ethereum and Bitcoin ETFs recorded sizeable outflows this week. \n\nYesterday alone, Bitcoin ETFs saw more than $700 million in net outflows, the largest daily total since mid November.

Lending protocols’ share of total DeFi TVL has trended upward over the last 12 months, increasing from 16.6% in January 2025 to more than 21.3% at present.

Treasuries keep stacking Bitcoin.
More than 23k BTC added so far in January, pushing total treasury holdings to 1,913,908 BTC.
That’s about 9.5% of all circulating Bitcoin.

Tokenized stocks have been steadily growing, with market caps rising another 16% in the past 30 days after an already succesful Q4 of '25.
Continued integration by exchanges and fintech platforms could turn this into a multi-trillion-dollar market.

The biggest legislative development this week was the CLARITY Act. Its core value proposition is establishing a bright-line test for determining asset classification, replacing the SEC’s more amorphous approach to labeling crypto assets as securities.

Ethereum daily transactions hit an impressive new high of 2.8 million on Thursday, 64% higher than the daily levels observed during the 2021 bull market

This week saw a massive shift towards BTC accumulation with -$1.65 billion in net outflows from exchanges.
This indicates a strong preference for cold storage holding, effectively creating a supply shock that removes significant liquidity from the sell-side order books.