Binance Research – Monthly Market Insights, Feb 2026
Summary
This report analyzes the cryptocurrency market performance and trends for January 2026.
It covers macroeconomic impacts, market capitalization, DeFi, NFTs, and on-chain activity. Key findings include a fourth consecutive month of market decline due to macro shocks and policy uncertainty, a significant drop in the U.S.-Japan yield spread affecting Bitcoin liquidity, shrinking altcoin market capitalization outside the top 10, Ethereum transaction growth after the Fusaka upgrade, and a surge in crypto card spending led by Visa, indicating growth potential for blockchain neobanks in hybrid fiat-crypto markets.
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