We studied the Thematic Outlook 2026 from BlackRock and now present the leaders among assets.
AI and Computing: ▪️ Nvidia — Jensen Huang continues to set records, #1 by market capitalization in the world. ▪️ Microsoft — AI is implemented everywhere: in the cloud, Copilot, and corporate services. Successful participation in OpenAI and potential benefits from an IPO. ▪️ ROBO, BOTZ, and ROBT — ETFs on AI and robotics.
Energy: ▪️ NextEra Energy — leader in renewable energy. ▪️ ExxonMobil — gas as a transitional fuel and stable income. ▪️ PAVE — broad ETF on U.S. infrastructure.
Defense and Security: ▪️ Lockheed Martin — key contractor for the Pentagon. ▪️ Palantir — analytics and AI for the military. ▪️ ITA — ETF on the U.S. defense sector.
Tokenization and Digital Assets: ▪️ BTC — as tokenization grows, Bitcoin will be the first to benefit. ▪️ ETH — the foundation of blockchain infrastructure. Wait for confirmation of Bitcoin's return to a bull market.
Thematic Rotation: ▪️ Again BTC — a bet on the flow of capital from gold. ▪️ Russell 2000 — an index of small U.S. companies, outperforms the S&P 500 at the end of the bull cycle. $BTC $XAU $ETH
CryptoRank has published a list of unlocks that we expect:
SUI — $80.38 million EIGEN — $12.35 million KITE — $11.54 million UDS — $11.31 million OP — $9.81 million TREE — $9.78 million SIGN — $7.81 million $SUI
⚡️ Ripple and Ondo Finance: possible alignment of interests
Crypto commentator Paul Barron reported on the likely collaboration between Ripple and Ondo Finance, which could lead to the launch of institutional income products based on the XRP Ledger.
✅ According to him, the partnership is "not only possible but is likely already in the preparation stage."
Barron noted that Ripple is actively promoting the stablecoin RLUSD and the custodial solution Metaco, and the Ondo summit could become the platform for the official announcement of the integration. $XRP
💰 Crypto investments have revived: $465.5 million in a week
From January 17 to 24, 2026, there were 26 transactions in the market totaling $465.5 million.
The main interest of investors was in CeFi and blockchain services, with the most notable cases being the IPO of BitGo and the Superstate round of over $82 million.
An additional $16.5 million was recorded in token sales. $XRP
💥 US banks are asking to ban yields on stablecoins
The American Bankers Association (ABA) has included the fight against the ability to earn income from stablecoins in its list of top priorities for 2026. It insists on banning any interest or rewards so that stablecoins do not "pull" deposits from traditional banks.
💵 The association believes that any payments for holding stablecoins — even through intermediaries — will encourage an outflow of funds from deposits. This could limit banks' ability to issue loans; the potential outflow is estimated at $6 trillion. $ETH
👉 The founder of Binance stated that governments are already discussing the tokenization of assets — according to him, negotiations are taking place with about a dozen governments, and a whole ecosystem will be built around tokenization.
👉 The second vector — "invisible" crypto payments: the user pays with a card, a crypto transaction occurs in the background, and the business receives fiat — crypto becomes an infrastructural "rail" rather than a currency for coffee.
👉 The third thesis — the connection of AI agents and blockchain: when AI starts to independently book, pay, and manage resources, it will need a native financial layer, and blockchain is best suited for this. $BNB $SOL $USDC
⏺I will not introduce tariffs against the EU that were supposed to come into effect on February 1. We have formed the basis for a future agreement on Greenland, — Trump $BTC
Former CEO of Alameda Research is released from prison
🚾 Former head of Alameda Research Caroline Ellison is released after 440 days spent in federal prison.
➡️ It is expected that on Wednesday, Ellison will be released from the field office of the Residential Reentry Management program in New York, where she was undergoing rehabilitation shortly before her release.
After the collapse of the cryptocurrency exchange FTX in November 2022, Caroline Ellison, like Sam Bankman-Fried, was accused of fraud and money laundering but pleaded guilty and testified against SBF, which helped reduce her sentence to two years, though in reality, she served even less. $ETH
The President of Ripple forecasts that by 2026, cryptocurrency will be fully integrated into the global financial system and will cease to be an alternative to traditional finance.
1️⃣ Stablecoins will become the foundation of global settlements, enabling round-the-clock payments and B2B transactions. Corporate payments, already reaching $76 billion a year, will be the main driver of growth.
2️⃣ Institutional adoption will accelerate: over $1 trillion in digital assets will be on the balance sheets of companies, and half of the Fortune 500 will implement crypto strategies.
3️⃣ Consolidation in the crypto industry will speed up: the volume of M&A has already reached $8.6 billion. Banks will start using multi-custodial models for risk management.
4️⃣ Financial automation through blockchain and AI. Stablecoins and smart contracts will help manage liquidity, while AI will handle dynamic asset rebalancing. $SOL
Cryptocurrency has strengthened the Trump family's capital
In the first year of Donald Trump's second presidential term, the family's fortune grew to $6.8 billion, with the key driver being the crypto industry.
💼 According to Bloomberg's estimate, the crypto segment brought the family about $1.4 billion, aided by both their own projects and a more favorable regulatory environment under the new administration.
Among the largest assets are World Liberty Financial, a meme coin under Trump's name, and American Bitcoin Corp. At the same time, the family is expanding investments through the 1789 Capital fund and maintaining income from media and brand licensing. $TRUMP
Economist Peter Schiff emphasized that unlike the previous crisis, the new one will not be global. Other countries may benefit as they will not be required to support the American economy. $BTC