In the first quarter of 2026, Ethereum set new records in monthly active users, transaction volume and throughput, while dollar-denominated asset size and fee revenue declined. Tokenized assets grew rapidly, with stablecoins still dominant.
Bitcoin has fallen toward the $60,000 area after the geopolitical risk premium faded. Although it remains in a bear-market zone at a 15% discount to the true market mean, improving spot liquidity, stronger passive bids and patient ETF holders point to a more stable bottoming phase.
Collector Crypt has generated $635 million in cumulative trading volume, but 90.6% was returned to users through instant buybacks, leaving net revenue at $43 million and retention at 6.7%.
In the first quarter of 2026, Ethereum reached new highs in monthly active users, transaction volume and throughput, while dollar-denominated asset scale and fee revenue declined. Tokenized assets grew rapidly, with stablecoins still dominant.
Collector Crypt has generated $635 million in cumulative trading volume, but 90.6% was returned to users through instant buybacks, leaving $43 million in net revenue and a 6.7% retention rate.
CryptoQuant analyst Crazzyblockk said Binance’s funding rate is 370 bps below the three-exchange median and in the bottom 2.8% of readings since 2021, while retail buying aggressiveness has rebounded and whales continue net distribution.
Token Terminal’s Q1 2026 Ethereum report shows a sharp split between usage and dollar-denominated metrics. Ethereum mainnet reached new highs in monthly active addresses, transaction count and TPS, while ETH valuation, TVL, trading volume and fees declined. Tokenized assets remained concentrated on Ethereum, with institutions continuing to expand on-chain finance deployments.
TechFlow’s June 18 briefing tracks crypto, AI, hardware, technology companies, U.S. equities and new product trends. The roundup highlights a record $142 million single-day tokenized stock volume, 97% of it on Solana, while OpenAI reported $13 billion in 2025 revenue alongside a $38.5 billion loss.
