Top 7 Crypto | Analytics & Alpha

Rain raises $250M in Series C Round at a $1.95B valuation The round was led by ICONIQ with participation from Sapphire Ventures, Dragonfly, Bessemer, Lightspeed, FirstMark, Norwest and Galaxy Ventures Rain currently helps clients launch stablecoin cards on the Visa network. Such cards can be used by holders to spend stablecoins at local merchants and withdraw cash at ATMs. ℹ️ Rain is a financial technology company that helps businesses issue payment cards globally. It previously raised $88.50M backed by Sapphire Ventures, Samsung Next, Endeavor Catalyst, BDMI and others. 🔗bloomberg.com/news/articles/2026-01-09/stablecoin-firm-rain-valued-at-1-95-billion-after-funding-round Follow us to be on top of crypto: TG | Chat | X

🚨Kraken's L2 Ink will launch token with an initial Airdrop in 6-8 months Advisor of Ink and Nado said on Threadguy’s stream that Ink will be released in 6–8 months, and Nado (Perp DEX on Ink) users will receive a significant share of airdrop. It'll happen sometime within the next 6-8 months, I'm not really allowed to say much more than that Kraken aims for IPO in H1 2026, depending on SEC review, market conditions, and overall crypto sentiment. Recent funding rounds pegged them at $20B, with a late 2025 raise of $800M led by Jane Street and Citadel Securities. Follow us to be on top of crypto: TG | Chat | X

Zama [ZAMA] has been listed on Binance Futures Pre-Market Binance Futures has launched #ZAMAUSDT perpetual contract pre-market trading with up to 5x leverage today, on January 9, at 9:00 UTC. Pre-market on Binance: 🔘Current price: $0.14 🔘Current FDV: $1.4B ℹ️Zama is a homomorphic encryption tools for computing on encrypted data without decryption. It raised $130M in Series A and B rounds from Pantera Capital, Blockchange Ventures, Multicoin Capital and others. 🔗binance.com/en/support/announcement/detail/1d5735f9aab24740b65de16d1499c705 Follow us to be on top of crypto: TG | Chat | X

Immunefi announces IMU TGE on January 22 In November 2025, Immunefi raised $5M via public token sale on Coinlist at a $133.7M FDV. Securing over 70% of DeFi, the platform acts as a full-stack security operating system for crypto. ℹ️ Immunefi is a bug bounty and security services platform that protects crypto projects from Web3 bugs. It raised $29.5M backed by Samsung Next, Electric Capital, Framework Ventures and others. 🔗x.com/immunefi/status/2009267907625189680 Follow us to be on top of crypto: TG | Chat | X

Plasma vs Stable: Same Valuation, Wildly Different Fundamentals StableChain went live on mainnet a month ago, and while $STABLE is trading at almost the same valuation as Plasma $XPL - the fundamentals tell a very different story. > Plasma has $3.19B in TVL vs Stable’s just $925k → harsh 3,000× gap > Daily on-chain volume: $95.5M vs $82K → 1,150× gap > Ecosystem: Plasma has some live apps and capital rotation vs Stable having virtually none Since TGE on Dec 8, $STABLE is down sharply from $3.3B to $1.46B FDV. But based on current usage, capital deployment, and ecosystem activity comparing with Plasma as its competitor, even today’s valuation looks disconnected from fundamentals and looks overpriced at this stage. Follow us to be on top of crypto: TG | Chat | X

North Korean hackers stole record $2.02B in Crypto in 2025: Chainalysis North Korea drives record $2B crypto theft year, with 51% year-over-year increase, pushing their all-time total funds stolen to $6.75B despite fewer attacks. The DPRK is achieving larger thefts with fewer incidents, often by embedding IT workers inside crypto services or using sophisticated impersonation tactics targeting executives. Last year, DPRK attacks accounted for a record 76% of all service compromises. > Total theft incidents surged to 158,000 in 2025, nearly triple the 54,000 recorded in 2022 > Unique victims increased from 40,000 in 2022 to at least 80,000 in 2025. These dramatic increases are likely due to greater crypto adoption. For example, Solana, one of the blockchains with the greatest number of active personal wallets, had by far the largest number of incidents (~26,500 victims). 🔗chainalysis.com/blog/crypto-hacking-stolen-funds-2026 Follow us to be on top of crypto: TG | Chat | X

Crypto Treasury Companies Are Becoming an Index-Level Trade Yesterday’s news around MicroStrategy and index eligibility wasn’t just about $MSTR - it validated an entire crypto treasury category. 📊Blockworks data shows: > MSTR leads with $63.1B BTC NAV vs $50.8B market cap > $ETH treasuries are catching up fast: BitMine ($13.7B ETH NAV), SharpLink ($2.85B) > Even mid-cap names trade at deep NAV discounts (some >50%) Overall, deeper institutional adoption is expected to support higher asset prices and treasury performance in 2026. Particularly if regulatory clarity like the U.S. Digital Asset Market Clarity Act passes, unlocking capital for holdings in $SOL and similar ecosystems. Follow us to be on top of crypto: TG | Chat | X

Optimism proposes to use 50% of Superchain revenue for OP buybacks In the past twelve months, Optimism has collected 5,868 ETH ($18.1M at current price) in revenue, 100% of which has been dedicated to a treasury overseen by Optimism governance. This proposal recommends directing 50% of incoming Superchain revenue to buy $OP tokens every month for the next year, to flow back them into the token treasury. The governance proposal will move to vote on January 22. If approved, the buyback program will begin in February. 🔗optimism.io/blog/op-token-buybacks Follow us to be on top of crypto: TG | Chat | X

🚨BREAKING: Morgan Stanley Plans A Digital Wallet For Tokenized Assets Over the past few days, Morgan Stanley has quietly rolled out a full crypto stack: > Bitcoin Trust filed — clean, passive $BTC price exposure > Solana Trust filed — direct $SOL beta via regulated vehicles > Ethereum Trust filed — with staking through third-party providers > Digital wallet coming later this year to support tokenized assets Why this matters: • MS has ~$1.8T in AUM behind the platform • Millions of wealth clients already inside MS distribution • One of the most compliance-first institutions on Wall Street This isn’t about chasing ETF flows. It’s about owning the interface between traditional capital and onchain assets. Wallets, trusts, staking, tokenization. Morgan Stanley is rapidly industrializing crypto. 🔗barrons.com/advisor/articles/morgan-stanley-digital-assets-workplace-private-markets-c96cb2ff Follow us to be on top of crypto: TG | Chat | X

🚨 Flying Tulip opened Intent Whitelist to Public Sale Users can now get a whitelist spot to upcoming FT public sale, which is available to users who scored 7/10 or higher on the Flying Tulip Accredited Investor Quiz. ℹ️ Flying Tulip is a full-stack onchain exchange integrating spot trading, derivatives, lending, money markets, a native stablecoin (ftUSD), and onchain insurance into a single cross-margin system. It raised $200M in a seed funding round backed by Brevan Howard Digital, CoinFund, DWF Labs, FalconX, Hypersphere, Lemniscap, Nascent, Republic Digital, Selini, Sigil Fund, Susquehanna Crypto, Tioga Capital, and Virtuals Protocol 🔗x.com/flyingtulip_/status/2009242817256714658 Follow us to be on top of crypto: TG | Chat | X

Maker Points by StandX are live! Maker Points - a new incentive system that rewards traders for providing liquidity through limit orders. How it works: Points are earned by placing limit orders within predefined price bands. The closer your order is to the market price and the longer it stays active, the higher the reward. For BTC, eligible ranges are: • 0–10 bps • 10–30 bps • 30–100 bps Key factors affecting rewards: • Order size • Distance from the market price • Time the order remains live Get 5% points Bonus with our link 🔗https://standx.com/referral?code=top7ico ℹ️ StandX is a Perp DEX on BNB Chain and Solana, powered by its native stablecoin DUSD and built by a team with backgrounds at Goldman Sachs and Binance. 🔗x.com/StandX_Official/status/2008077440887705646 Follow us to be on top of crypto: TG | Chat | X

Solana Mobile announces SKR TGE on Jan 21 with 20% allocated to Airdrop Solana Mobile said that a snapshot has already been taken for an airdrop allocation. Token holders will be able to stake SKR to so-called Guardians, a delegated group tasked with securing the platform and participating in governance decisions. ℹ️ Solana Mobile is a creator of Solana Seeker, an Android-based device pre-loaded with blockchain features like a hardware security solution dubbed key storage, a built-in Solana dApp Store, and an onchain Genesis Token. 🔗x.com/solanamobile/status/2008951359509602703 Follow us to be on top of crypto: TG | Chat | X