Weekly Tech & Crypto Roundup
Jan 2, 2026
Happy New Year all! As we kick off 2026, here’s a quick roundup of the latest developments from the past week on key assets I’m watching closely. Markets were thin due to holidays, but there were notable moves in deliveries, acquisitions, production milestones, and price volatility. Let’s break it down.
Tesla (TSLA)
Tesla wrapped up 2025 with mixed signals. The company posted a compilation of analyst delivery estimates on its site, projecting Q4 vehicle deliveries around 422,850—down 15% year-over-year, an unusual move signalling potential weakness. Despite this, stock investors shrugged off a 70,000-unit drop in EV sales, focusing on long-term AI and autonomy plays. Analysts are bullish for 2026, with price targets up to $800 amid Cybercab and Optimus progress, though shares dipped 1.04% to $449.72 on December 31.
Strategy (MSTR)
Strategy Inc. (MSTR) continued its Bitcoin treasury build, adding 1,229 BTC for ~$109 million in late December, pushing holdings to 672,497 BTC valued at $59 billion. However, shares hit fresh lows, falling 2.35% to $151.95 on December 31 amid a 50% YTD decline and concerns over index exclusions potentially triggering $8.8 billion in outflows. Balance sheet remains solid with no debt maturities until 2027, and Michael Saylor emphasised the strategy “goes beyond Bitcoin.” Stock closed at $151.95 on December 31. MSTR holders conviction is being stress tested during the drawdown.
Circle Internet Group (CRCL)
Circle saw positive momentum with shares climbing to $79.30 on December 31, down 0.74% amid unusual options activity and bets on further upside. No major operational news, but the rally caps a strong Q3 with $740 million revenue (up 66% YoY), driven by USDC adoption. Stock is down ~70% from highs but viewed as undervalued for 2026.
Nvidia (NVDA)
Nvidia made waves with a $20 billion asset acquisition of AI chip startup Groq, its largest deal ever, bolstering its AI dominance. The company is exploring creative cash uses amid floods of revenue, and sounded out TSMC on new H200 chip orders due to surging China demand. Stock trades around $186.50, up 30% YTD, with Q4 earnings on February 25 eyed for continued growth. GeForce NOW added 14 new games for January.
Taiwan Semiconductor Manufacturing Company (TSMC)
TSMC hit a milestone by starting mass production of its “most advanced” 2nm chips in Q4 2025, as planned, positioning it for next-gen AI and mobile tech. The U.S. granted an annual licence for importing chipmaking tools into China, replacing expiring status and ensuring operational continuity. Nvidia inquired about new H200 orders amid China demand jumps. Stock closed at $299.77 on December 31.
Nebius Group (NBIS)
Nebius stock dipped 2.15% to $83.71 on December 31 amid thin trading, but remains up 207% over 52 weeks. Analysts see potential for doubling in 2026 driven by AI data centre demand, though a 1-year capex headache from mega deals looms. YTD surge of 216% positions it as a hot AI infrastructure play.
Bitcoin (BTC)
Bitcoin hovered around $87,000, down ~8% YTD after a 25% drop from November highs, closing 2025 with losses amid a late-year crash and ETF outflows. “Died” four times in media, but infrastructure boomed with $46B ETF inflows. Closed at $87,682.83 on December 31.
Solana (SOL)
Solana consolidated in a $123.8–$131.8 range, closing 2025 with a 34% loss in the final months after a 50% drop from $250 highs. Ecosystem recap highlighted ETF approvals, stablecoin growth, and slashing $500M in sandwich attacks via security overhauls. Dominated chain revenue with Hyperliquid. Closed at $124.32 on December 31.
Ethereum (ETH)
Ethereum steadied near $3,020–$3,016, down 13.92% YTD, with a potential bearish December close below $2,992 risking further downside. Tops blockchains in net inflows; deployed record 8.7M smart contracts in Q4. Institutional buys of $1.8B signal path to $4,000. Closed at $2,979.69 on December 31.
Gold
Gold hit an all-time high of $4,549.71/oz on December 26, but slipped to $4,341.43 by December 29 amid profit-taking, down 0.43% to close 2025 at $4,319.82—still up 62.5% YTD for its best year since 1979. Analysts eye $5,000+ in 2026 on debasement fears.
Silver
Silver soared to a record $80/oz on December 29 before plunging over 7%—its worst day in four years—to $73.01 by December 29, then below $65 by December 31, down 10% to cap a 140% YTD gain. Elon Musk warned of manufacturing impacts from highs and China’s export curbs.
That’s the latest—volatility ruled the end of 2025, but tailwinds like AI and regulatory progress bode well for 2026.
What are your top assets that you’re watching or buying right now? Let me know below.
JP
@JPStanleyX on X | Investor & Analyst
Disclaimer: This article is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Consult a qualified advisor before making any investment decisions.