BD VENTURES

🔈🔈 BD Ventures is proud to be an official Community Partner of Consensus 2026 – Miami Edition!

💥 Consensus returns — bringing the #1 destination for dealflow and the most influential crypto gathering to the Miami Beach Convention Center!

👑 About Consensus 2026
Built on CoinDesk’s legacy of independent journalism, Consensus has become the world’s leading event across digital finance, blockchain, and AI.
✔️ 20,000 attendees from over 100 countries
✔️ $4T AUM represented at Consensus 2025
✔️ Recognized as “The Super Bowl of Blockchain, the World Cup of Web3”
✔️ Premier global stage for founders, executives, policymakers & major brands
✔️ Three days of high-value meetings, dealmaking, and collaboration

📣 Why attend?
✔️ Access the world’s most influential crypto market
✔️ Join industry-leading panels, keynotes, and discussions
✔️ Connect with top-tier builders, investors, regulators, and enterprises
✔️ Accelerate partnerships and business growth
✔️ Experience Miami — a global hub of finance, culture, and tech

🎫 Registration & Community Perks
✔️ Save 20% on tickets with the code BDVMIAMI20
➡️ Register now: https://go.coindesk.com/43LAo0F

🗓 Date: May 5–7, 2026
📍 Location: Miami Beach Convention Center
🔖 More info & registration: https://consensus.coindesk.com/

🔥 Binance confirms plans to bring tokenized stocks back to the platform 🔥
💥 After nearly 5 years of suspension, Binance officially confirms it is exploring the relaunch of tokenized stocks for the first time since ceasing support in July 2021.
💬 Binance stated that this is a natural step to connect traditional finance (TradFi) with crypto, expanding options for users while ensuring legal compliance.
💎 Previously, Binance supported real-world assets (RWA) and launched TradFi perpetual contracts settled in stablecoins.
⭐️ Notable context:
✨ Tokenized stocks were launched in 2021 (Tesla, Coinbase, Apple, Microsoft…) but faced increased scrutiny from European regulators.
✨ API changes at the end of 2025 indicate Binance is preparing infrastructure for this feature.
✨ Coinbase is also reported to be researching tokenized stocks.
⚠️ Meanwhile, BNB Chain announced a list of 191 high-risk DApps / fake tokens, emphasizing risk management as products expand.
🛡 Tokenized stocks are back in the race, but this time with stricter legal frameworks and clearer RWA – TradFi on-chain direction.

💥💥 Stablecoin transaction boom, but real payments are still very small
✅ 35,000 billion USD value of stablecoins recorded on the blockchain in 1 year
✅ But only ~1% are real payments (salaries, B2B, remittances…)
✅ Equivalent to ~380 billion USD, only accounting for ~0.02% of total global payments
📊 According to the report from McKinsey & Artemis Analytics:
The majority of stablecoin volume currently comes from crypto trading, internal transfers, protocol-level activities — not reflecting the payment needs of end users.
💡 The three most clearly forming stablecoin payment segments:
✅ B2B: 226 billion USD/year
✅ Salary & cross-border remittances: 90 billion USD
✅ Capital markets (automatic settlement): ~8 billion USD
📌 Stablecoins have not replaced Visa/Mastercard in real-world payments — but are building the infrastructure. The small number today is the benchmark to measure the pace of expansion in the future.

🔈🔈 Market Update for Bitcoin (BTC) – 01/25/2026
💥 Session 01/25/2026: BTC continues to fluctuate in the range of $88k–90k, with low volatility. The market remains in a risk-off state, and the buying force is not strong enough to create a breakthrough. Prices remain relatively stable compared to previous selling cycles, but the short-term trend still lacks clear catalysts.
💎 News & notable developments on 01/25/2026:
✔️ The flow of spot BTC ETFs continues to move sideways, with no new funding signals from institutions → reflecting a waiting sentiment.
✔️ Global investors are cautious ahead of upcoming policy events, keeping crypto liquidity at low levels.
✔️ Gold and precious metals remain at high price levels, indicating that defensive capital has not left safe-haven assets.
✔️ Long-term accumulation activities by institutions are still ongoing, but have not translated into short-term buying pressure in the spot market.
✔️ No major macroeconomic data is released today, causing BTC to continue moving according to sentiment and global capital flows.
🛡 Strategy:
✔️ Maintain a risk management priority, avoiding FOMO in a narrow sideways range.
✔️ Closely monitor price reactions around the $88k–90k range to assess the potential for forming a price base.
✔️ Observe ETF flows and gold movements to identify changes in the risk appetite of large capital flows.
📌 01/25/2026: The market is stable but lacks new momentum. BTC remains categorized as a risky asset, with the short-term trend continuing to depend on macroeconomic factors and institutional capital flows.

🔥 PwC: Crypto is being accepted… but not evenly 🔥
💥 According to PricewaterhouseCoopers (PwC), the acceptance of cryptocurrency is not occurring evenly across regions, even though the nature of blockchain is borderless.
⭐️ Key points from the Crypto Regulation 2026 report:
✨ The level of adoption depends on economic conditions, access to finance, and available infrastructure → creating a fragmented global ecosystem.
✨ Use cases (payments, remittances, savings, tokenization…) are developing very differently across markets.
✨ The US is accelerating thanks to a crypto-friendly policy environment, encouraging organizations to participate more strongly.
👑 Organizations have reached the "point of no return":
✨ Banks, funds, payment companies, and large corporations are integrating crypto into core infrastructure and balance sheets – it is no longer an experiment.
✨ According to Ki Young Ju, organizations have purchased ~577.000 BTC (~53 billion USD) in the past year → demand remains very strong.
🔴 But don’t expect prices to surge thanks to organizations:
✨ Some experts believe institutional cash flow struggles to push BTC to new highs without a significant catalyst.
🛡 Conclusion: Crypto adoption is an irreversible trend, but the pace & price impact will vary by region and macro context.

💥💥 Ethereum Mainnet surpasses all Layer-2 in daily active addresses
🔥 After the Fusaka upgrade (12/2025), gas fees have dropped significantly, bringing users back to the Ethereum mainnet.
💎 The number of active addresses per day approaches 1 million, at times reaching ~1.3 million (16/1), surpassing Arbitrum, Base, and OP Mainnet.
⚠️ However, not all activity is "real":
✅ Security experts warn of an increase in "address poisoning" attacks
✅ Cheap gas fees make transaction spam more economical
✅ A large portion of the volume may come from sophisticated scam campaigns
🏦 Nevertheless, Ethereum still dominates the on-chain asset space:
✅ Over $400B in assets is being deployed
✅ Holds 56% of the stablecoin market share
✅ Accounts for 66% of the RWA market share (including L2)
📌 Ethereum Mainnet is "reviving" thanks to low fees, but investors need to distinguish between real growth vs. fake activity in on-chain data.

🔈🔈 Bitcoin (BTC) Market Update – 01/24/2026
💥 Session 01/24/2026: BTC continues to trade in the $88k–90k range, with narrow fluctuations. The market maintains a risk-off state, with capital not returning to risk assets. Prices are more stable compared to previous strong sell-offs, but no sufficiently strong factors have emerged to reverse the short-term trend.
💎 News & notable developments on 01/24/2026:
✔️ Global capital continues to prioritize safe-haven assets, as gold and silver both retain high price levels, reflecting investor defensive sentiment amid prolonged macro risks.
✔️ Spot BTC ETF reports weak capital flows / nearly flat, with no signals of a strong return to funding from institutional players.
✔️ Some international asset management organizations are introducing investment products combining Bitcoin with gold and precious metals, indicating that BTC is still viewed as a long-term hedge asset, but is not prioritized in the short term.
✔️ The financial markets in Asia are more stable after several major central banks maintained their policy stance, helping to reduce negative market sentiment, but not enough to create a spillover effect into crypto.
🛡 Strategy:
✔️ Monitor price reactions around $88k–90k to assess the potential formation of a short-term price base.
✔️ Observe ETF capital flows and the movements of gold/precious metals to identify changes in global risk appetite.
📌 01/24/2026: The market is more stable but has yet to provide confirmation signals of a reversal. BTC remains classified within the risk asset group, with the short-term trend continuing to depend on macro factors and institutional capital flows.

🔈🔈 BD Ventures is proud to be an official Media Partner of TEAMZ WEB3/AI SUMMIT 2026 – Tokyo!
💥 Japan’s largest Web3 & AI summit returns — where Tradition Meets Tomorrow, bringing global leaders, innovators, investors, and policymakers together in the heart of Tokyo.
👑 About TEAMZ WEB3/AI SUMMIT 2026
One of Asia’s most influential international tech summits, TEAMZ connects Web3, AI, startups, investment, and policy at scale — hosted at the iconic Happo-en.
✔️ 3-day program including VIP Dinner, conference & exhibition
✔️ English & Japanese sessions with live interpretation
✔️ 10,000+ attendees: founders, developers, investors, enterprises & government
✔️ Key topics: Web3 infrastructure, AI, regulation, investment, global expansion
✔️ High-quality networking, side events & curated VIP experiences
📣 Why attend?
✔️ Learn directly from global Web3 & AI leaders and innovators
✔️ Discover real investment & partnership opportunities in Asia
✔️ Network with decision-makers across startups, VCs, enterprises & regulators
✔️ Experience a unique blend of cutting-edge tech and Japanese culture
✔️ Join Tokyo Web3/AI Week with multiple side events across the city
🗓 Date: 6–8 April 2026
✔️ VIP Welcome Dinner: 6 April (18:00–23:30)
✔️ Main Summit & Exhibition: 7–8 April (09:00–18:00)
📍 Location: Happo-en (八芳園), Tokyo, Japan
🎟 Ticket discount:
Use code BDVEN2026 to enjoy 10% OFF the ticket price during the same sales period.
🔖 More info & registration: https://www.teamz.co.jp/summit

🔥 Vitalik Buterin places SocialFi as the top priority for 2026 🔥
💥 Vitalik Buterin stated that he will focus entirely on decentralized social networks in 2026, with the viewpoint:
👉 Only social platforms built on open, decentralized data layers can create real competition and quality content.
✨ From 2026, all of his social network activities will go through Firefly – a multi-client interface connecting Lens, Farcaster, X, and Bluesky.
✨ Criticizes many SocialFi projects chasing speculative tokens, lacking genuine innovation.
✨ Advocates for a content subscription model (like Substack) instead of "interaction farming."
👑 Overview of SocialFi
✨ Farcaster (~2 million users) was acquired by Neynar for restructuring.
✨ Lens transferred development rights from Aave to Mask Network.
🛡 Core message: SocialFi needs quality content + competition on open data, not a short-term token game.

💥💥 The first Vietnamese bank has unveiled its own crypto platform
🔥 Techcombank along with its member securities company Techcom Securities (TCBS) is the first financial institution in Vietnam to officially submit an application for a license to participate in the pilot of the cryptocurrency exchange, right after the Ministry of Finance opened the portal for applications from 20/01/2026.
💎 Key points to know:
✅ TCBS has completed the technological infrastructure & operations, expecting to receive the license in ~3 months and can operate immediately.
✅ The licensing conditions are very strict: a minimum capital of 10,000 billion VND, mainly institutional shareholders, high requirements for personnel & cybersecurity.
✅ A maximum of 5 units will be selected for the pilot phase.
✅ In parallel with crypto, Techcombank–TCBS is also preparing to launch its own brand gold products and research digital/gold derivatives when the legal framework is completed.
📌 Clear signals: digital assets in Vietnam are entering a legitimate phase, with the direct participation of large banks and an increasingly完善的 legal framework.

🔈🔈 Bitcoin (BTC) Market Update – 01/23/2026
💥 Session 01/23/2026: BTC continues to fluctuate in the range of $88k–90k, with a narrow band. The market maintains a risk-off state, but selling pressure has not increased compared to previous sessions. Capital flow remains cautious, prioritizing macroeconomic developments and signals from institutional investors.
💎 News & Notable Developments on 01/23/2026:
✔️ BTC briefly dipped below the $90k mark when demand weakened, reflecting a defensive sentiment that still dominates the risk asset market.
✔️ Safe-haven flows continue to lean towards gold, indicating that global investors still prioritize safety over seeking yield from crypto in the short term.
✔️ The BTC spot ETF continues to record weak / nearly flat capital flows, with institutions not returning to invest as the macroeconomic picture remains unclear.
✔️ Some new investment products combining Bitcoin with gold and precious metals have been introduced, showing that BTC is still viewed as a long-term hedge asset, but not a short-term priority.
✔️ Business activity in the crypto sector (custody, investment funds) remains active, reflecting the long-term confidence of institutions, even though BTC prices are in a correction phase.
✔️ No major economic data or new monetary policy decisions from the U.S. on that day; the market moves mainly according to sentiment and global capital flows.
🛡 Strategy:
✔️ Continue to prioritize risk management, limiting large trades while BTC has not escaped the macro sentiment.
✔️ Monitor price reactions around $88k–90k to assess the formation of a short-term price base.
✔️ Observe ETF capital flows and developments in the gold market to identify shifts in risk appetite.

🔈🔈 🔈🔈BD Ventures is excited to be the Media Partner of RWA Summit Hong Kong 2026 – Shaping the Future of Real-World Finance!
🗓 Date: 12–13 February 2026
📍 Location: Causeway Centre, 28 Harbour Road, Wan Chai, Hong Kong
(Held during Consensus Hong Kong Week, within walking distance of HKCEC)
💥 RWA Summit Hong Kong 2026 is a high-level forum bringing together traditional finance (TradFi) and Web3, with a strong focus on deployable, institutional-ready real-world finance rather than high-level narratives.
💎 Key Focus Areas
✔️ Real-World Asset Tokenisation: bonds, money market funds, gold, real estate, private credit
✔️ Stablecoins and PayFi: USD, HKD, RMB stablecoins, cross-border settlement, regulatory frameworks
✔️ DePIN: tokenisation of physical infrastructure including energy, telecoms, and computing
✔️ Future of Investments: fractional ownership, institutional access, AI in fintech
⭐️ Scale and Audience
✔️ 500+ curated attendees, 50+ speakers, 80+ investors
✔️ Around 70% C-level executives and founders
✔️ Family offices, banks, asset managers, VCs, payment providers, custody, compliance, and Web3 infrastructure platforms
📣 Notable Speakers
Senior leaders from the Hong Kong Government, HSBC, Animoca Brands, Polygon Labs, Hex Trust, Sandbox, Sei Labs, Clifford Chance, and more.
👑 TOKENISED HK – Private VIP Gatherings
Invitation-only evening events during Consensus Week, offering closed-door networking for senior leaders and investors.
Host: UVECON.VC
Co-Host: LynxCap
🔍 One of Asia’s most important institutional events focused on RWA, stablecoins, and real-world finance in 2026.

🔥 Strategy (MicroStrategy) buys an additional 22.205 BTC – the largest deal in over a year 🔥
✨ Strategy just bought 22.205 BTC (~2.13 billion USD) during the period of 2–19/1, with an average price of 95.284 USD/BTC.
✨ Total holdings increased to 709.715 BTC (~64.5 billion USD), with an average cost of 75.979 USD/BTC → unrealized profit of ~10.6 billion USD (≈ 3.3% of the 21 million BTC supply).
✨ The capital comes from the ATM program (selling MSTR, STRK, STRC shares).
✨ This is the largest weekly purchase since 11/2024; the last time >22,000 BTC was in 3/2025 but less than that.
✨ The company officially changed its name to “Strategy” and uses the Bitcoin logo; information announced by Michael Saylor.

💥💥 The US reaffirms its ambition to lead global crypto, Bitcoin remains a strategic asset
🔥 At WEF Davos, US Treasury Secretary Scott Bessent emphasized the commitment of President Donald Trump's administration to make the US a center for global cryptocurrency innovation, with its Bitcoin reserves continuing to play a key policy role.
✅ According to the executive order signed in March 2025, all Bitcoin held by the US government will be kept as a strategic asset, completely ending any sales.
✅ The Bitcoin in the reserves mainly comes from seized assets, without using federal budget to purchase new ones.
✅ The government has left open the possibility of expanding the reserves through "budget-neutral" mechanisms, although there are no plans to buy BTC directly yet.
⭐️ In addition to Bitcoin, the US has also established a national digital asset reserve for other cryptos like ETH, XRP, SOL – but only accepting through seizures, not purchasing from the market.
💎 Regarding legislation, Washington is pushing for a framework bill for the crypto market, but progress faces obstacles as the US Senate postponed hearings due to disagreements related to stablecoins.
📉 In the short term, crypto is under pressure from macro factors and trade tensions.
📈 However, predictive market data suggests that the probability of the US maintaining its national Bitcoin reserve in the long term is increasing, bolstering positive expectations for BTC.

🔈🔈 Bitcoin (BTC) Market Update – 01/22/2026
💥 Session 01/22/2026: BTC fluctuates around the $88k–90k range, the market remains in a risk-off state, but selling pressure has not expanded compared to the previous session. Cash flow continues to be cautious, prioritizing waiting for clearer macro signals.
💎 News & notable developments on 01/22/2026 (latest update):
✔️ The risk-off sentiment has eased slightly after reports that trade tensions have not escalated in the short term → helping the risk asset market stabilize compared to 01/21.
✔️ Asian and European stock markets are trading mixed, no longer experiencing strong sell-offs, supporting BTC to maintain the current price range but not enough to create a clear rebound.
✔️ Spot BTC ETFs continue to report weak cash flow / nearly stagnant, indicating that institutional investors are still mainly on the sidelines, not returning to invest as the macro picture remains unclear.
✔️ Safe-haven cash flow still favors gold, reflecting that global investors prioritize defense over seeking high yields from crypto.
✔️ There are no major economic data or new monetary policy decisions from the US on this day, the market mainly moves according to sentiment and global cash flow developments.
🛡 Strategy:
✔️ Continue to prioritize risk management, limit large trades when BTC has not escaped the influence of macro sentiment.
✔️ Monitor ETF cash flow and BTC's reaction around the $88k–90k range to evaluate the potential for short-term price stabilization.
📌 01/22/2026: The market shows signs of stabilization compared to the session on 01/21, but BTC is still categorized as a risk asset. The short-term trend is not clear, and the market continues to wait for confirmation signals from the macro environment.

🔥 MegaETH (Ethereum L2) achieves 47,000 TPS before the global stress test 🔥
💥 MegaETH, a Layer-2 of Ethereum, has just recorded a peak of ~47,000 transactions per second (TPS) during testing.
💥 The project will host a “global stress test” on January 22, 2026, before the official mainnet launch.
⭐️ Content of the stress test
✨ Open the network for users to interact with latency-sensitive applications (Web3 gaming, swap).
✨ The development team will continuously push load on the server side (transfer ETH, swap AMM v3).
✨ Actual operational goals:
- 15,000 – 35,000 stable TPS
- 11 billion transactions in 7 days
📣 Positioning MegaETH
✨ Is an Ethereum L2 prioritizing performance and speed, sacrificing some decentralization.
✨ The project self-positions as a “real-time blockchain,” with ambitions of >100,000 TPS.
📊 Data & comparison
✨ According to the analysis platform growthepie, MegaETH reached nearly 47,000 TPS in the test on January 16.
✨ Some blockchains focused on speed like Solana have high theoretical TPS, but actual TPS is significantly lower, according to data from Token Terminal.
🔴 Key points to monitor
✨ Performance with real users, not just benchmarks.
✨ Stability, transaction costs, and scalability after the stress test.
✨ The timing of fully opening the mainnet after January 22.
🛡 MegaETH is pushing the EVM performance limit to very high levels. The upcoming stress test will be an important test to confirm whether high TPS is accompanied by sustainable operational capability or not.

💥💥 Vietnam officially opens a pilot market for cryptocurrency assets – but the barriers are very high
🔥 On January 20, 2026, the Ministry of Finance began accepting pilot applications under Resolution 05/2025/NQ-CP, marking the first time legal grounds have been established for the cryptocurrency asset sector in Vietnam.
💎 Core conditions for licensing:
✅ Vietnamese enterprises, operating under the Enterprise Law
✅ Minimum charter capital of 10,000 billion VND, fully contributed in cash
✅ ≥65% of capital belonging to organizations, of which >35% from banks, securities companies, insurance, funds, or technology enterprises
✅ Foreign room ≤49%
✅ Senior personnel: CEO with ≥2 years of financial experience; CTO with ≥5 years of IT experience; at least 20 personnel with professional certificates
⭐️ Who can participate?
The market is "taking attendance" of major players like SSI, TCBS, VIX… but no unit has confirmed submitting applications yet.
👑 Quick perspective:
✅ A very cautious approach, deeply rooted in traditional financial markets
✅ Initial phase: few players – high control
✅ Simultaneously, the accounting framework & sanctioning measures (including asset seizure, criminal prosecution) are being finalized
📌 Vietnam opens up crypto, but only for "big players" and within a framework of strict supervision.

🔈🔈 BD Ventures Reflects on a Long-Term Partnership with TRON Eco
💥 Thank you to TRON Eco for this thoughtful and gracious message.
Not an announcement or a campaign — just a few lines reflecting on a journey we’ve walked together.
⭐️ Time moves quickly. BD Ventures and TRON Eco have stood side by side through many phases of the market, from moments of growth to periods of real challenge. In the midst of constant volatility, being remembered and valued for consistent presence carries a special meaning.
🔥 For BD Ventures, partnership is more than sharing updates or amplifying content — it’s about long-term trust and alignment. We deeply respect how TRON Eco continues to build through uncertainty, strengthening its infrastructure and delivering real value to the community. That commitment mirrors what we stand for: supporting serious builders who choose to do the work and think long term.
👑 As a new year approaches, the path ahead for those who truly build is just beginning.
BD Ventures looks forward to continuing this journey with TRON Eco and writing the next chapters of sustainable growth together.
🛡 Thank you for the message.
📣 The journey continues.

🔥 Steak ’n Shake invests 10 million USD to buy Bitcoin – real-life crypto case study 🔥
💥 The American fast-food chain Steak ’n Shake implements BTC payments via the Lightning Network across its entire system (from 05/2025).
💥 After 8 months of operation, the company purchases 10 million USD worth of Bitcoin (~105 BTC) for its reserve fund, not selling the BTC received from customers.
⭐️ Operational impact
✨ Reduces payment fees by ~50% compared to card payments.
✨ Revenue increases by ~15% in the months following implementation.
🛡 Strategy
✨ Accumulates BTC without leverage, alongside core business operations.
✨ Different from the approach of “paying and then converting to fiat.”
👑 Significance
The 91-year-old enterprise shows that Bitcoin can be an optimal cost tool + treasury asset, not just a fintech story.
🔖 Note
Part of Biglari Holdings; this model could become a case study for Bitcoin application in the real economy.