AscendEX Web3 Weekly: Geopolitical Stress Tests & The New On-Chain Order (Week 4, 2026)

Jan 26,2026

Executive Summary Report Period : January 19, 2026 – January 25, 2026 Published By : AscendEX Research Institute Author : Bin Huang, Head of AscendEX Research Institute 1. Editorial: Asset Resilience Under Geopolitical Fire & The Redefinition of "Safe Haven" This week (January 19–25, 2026), the global crypto asset market underwent a textbook "macro stress test." If the bull run of 2025 was a feast fueled by liquidity easing and ETF approvals, the opening theme of 2026 has indisputably shift

AscendEX Web3 Weekly | January 26–February 01, 2026

Feb 02,2026

1. Editor's Note This week, the cryptocurrency market endured its most destructive volatility cycle since the beginning of 2026. What began as a defensive consolidation earlier in the week evolved into a lethal "Black Sunday" collapse on February 1, as a systemic liquidation storm hit the market during the liquidity-thin weekend. Bitcoin plummeted from near $88,000 to briefly pierce $76,000, erasing all gains from early January and triggering a staggering $2.2 billion in single-day leveraged li

AscendEX Web3 Weekly | January 5–11, 2026

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

AscendEX Web3 Weekly | January 12–18, 2026

Jan 19,2026

1. Editor's Note 【Personal View: Institutions Are Here, The Storm Is Coming】 This week (Jan 12–18), the crypto market demonstrated remarkable resilience and maturity. Driven by the macroeconomic tailwind of US CPI cooling to 2.6%, Bitcoin (BTC) successfully reclaimed the $95,000 mark, while Ethereum (ETH) staged a strong catch-up rally fueled by an explosion in on-chain activity. This is not a retail frenzy, but a precise sniper operation by institutional capital buying the dip—evidenced by the

AscendEX Web3 Weekly: The 2026 Opening — The Great Decoupling, RWA Hegemony & The Privacy Renaissance

Jan 05,2026

To: AscendEX Community, Institutional Partners, and Global Investors From: Bin Huang, Head of AscendEX Research Institute Date: January 4, 2026 Reporting Period: December 29, 2025 – January 4, 2026 === 1. Introduction: Rationality Amidst "Extreme Fear" and the Undercurrents of Capital Happy New Year to the global AscendEX community and blockchain believers worldwide. As we stand at the threshold of 2026, looking back at 2025 reveals a year of profound duality that has etched itself into crypto