According to the 0xResearch newsletter, Strategy sold 1,255,911 and 735,000 MSTR shares on Dec. 29-31 and Jan. 1-4 for $195.9 million and $116.3 million in net proceeds, then bought 3 BTC and 1,283 BTC at an average $90,391. Total holdings stand at 673,783 BTC. With mNAV below 1 and funding costs in double digits, the report anticipates more episodic buying in 2026.

According to the 0xResearch newsletter, Canton processed $6 trillion in RWAs in Q4 2025 and handled about $350 billion per day in US Treasury activity, after its token became transferable on Nov. 10. On Dec. 30, Lighter airdropped and launched LIT, whose float and fee multiples are already comparable to Hyperliquid.

Blockworks is rolling out Lightspeed IR with the Solana Foundation to streamline how crypto projects communicate with professional investors. The platform is designed to replace fragmented dashboards, GitHub repositories and chat channels with standardized onchain metrics and investor-focused research. The initial rollout will center on projects in the Solana ecosystem, according to Blockworks.