AscendEX Web3 Weekly | January 5–11, 2026

By AscendEX Jan 12,2026

1. Editor's Note [Personal View] The Geopolitical "Gray Swan" and the Institutional Great Rotation The week of January 5th to 11th has been the most dramatic start to 2026 imaginable. Instead of the anticipated "January Effect" rally, the market has been held hostage by geopolitical upheaval in Venezuela and weak US payroll data. Bitcoin, after failing to breach $93,000 early in the week, is now entrenched in a war of attrition around the $90,000 level.The most critical signal this week is not

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