#CryptoMarketMildlyRebounds

Presenting current trends based on the CoinMarketCap analysis algorithm, considering price, news, and social interest:

1. **Layer 1 blockchains** (+1.1% over 30 days) – stable foundations despite price declines, thanks to corporate adoption and growing user base.

2. **US strategic crypto reserve** (+0.97% over 30 days) – supporting policies on BTC/ETH as national assets, encouraging institutional investments.

3. **DeFi revival** (+7.54% over 30 days) – integration of real assets (RWA) and innovation in yields are driving sector redistribution.

### 1. Layer 1 blockchains (leading in dynamics)

**Overview:**

Layer 1 blockchains such as Solana (+39.8 million users), Ethereum, and BNB Chain are leading in crypto infrastructure development. Despite token prices dropping 35–67% in 2025, network operation revenues (for example, Solana: $699 million in fees) and user activity (BNB Chain: 59.8 million active addresses) remain high.

**What does this mean:**

Project valuation is increasingly detached from token prices and depends on actual network utility. Corporate Layer 1 (like Stripe's Tempo) are beginning to compete with open blockchains, indicating a struggle for control over the base layer.

**What to watch for:**

Launch of new Layer 1s in Q1 2026 (for example, ASTER testnet) and the impact of Ethereum's Pectra upgrade on rollup scalability.
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### 2. US strategic crypto reserve (policy catalyst)

**Overview:**

The BITCOIN Act bill, proposing a reserve of 1 million BTC, and Trump's directive in March 2025 elevated BTC and ETH as macro-hedging tools.

**What does this mean:**

State-level support (24 states approved crypto reserves) could lead to BTC price reaching $125–180K by 2026, according to analysts.

**What to watch for:**

Legislative votes on federal crypto reserve funding in January 2026.

Learn more about the US Strategic Crypto Reserve
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### 3. DeFi revival (early growth)

**Overview:**

Total Value Locked (TVL) in DeFi increased by 57% to (billion in Q3 2025, driven by protocols with real assets )tokenized treasury bonds, loans$161 , and liquid staking ()billion TVL(.

**What does this mean:**

Stablecoins with a capitalization of $80 billion have become the main liquidity source, with Ethereum-based DeFi outperforming projects on Solana.

**What to watch for:**

Integration of USDC from Circle with Visa for payroll payments, scheduled for 2026.
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## Conclusion

Layer 1 blockchains and DeFi are increasingly focused on real-world applications, and US plans for a crypto reserve strengthen the macroeconomic narrative around Bitcoin. Traders should monitor the upcoming Firedancer update for Solana )Q1 2026$300 and the inflow of funds into ETH ETF ($17.09 billion in assets) to confirm trend sustainability. Will institutional investor demand for RWA offset the unlocking of altcoins in Q1?