MARKET RECAP → Stocks closed higher Monday as big tech stocks like Meta (META) and Amazon (AMZN) rose ahead of earnings.

📊 ALMOST GAMESTONK’D AGAIN → GameStop (GME) stock surged after Michael Burry’s long-term buy declaration and clustered insider buying, reigniting bullish sentiment on a name that once epitomized meme mania.

🔥 CRYPTO HEARING BLIZZARDED → A winter storm forced a delay of the Senate Agriculture Committee’s markup on crypto market-structure legislation, slowing the path toward new U.S. digital-asset rules as lawmakers refine competing amendments.

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For the week beginning January 26, 2026

📈 Stock jumps on Burry’s long-term buy signal: Shares of GameStop (GME) moved sharply higher Monday, climbing more than ~8 % after investor Michael Burry — famed for “The Big Short” bet — revealed he has been buying the stock as a long-term value play in a Substack post. Burry said he owns GameStop and is accumulating at what he views as around 1× tangible book value / net asset value, drawing fresh buyer interest and momentum.

🤝 Value, not squeeze: Burry stressed his position isn’t predicated on a repeat of the meme-stock short squeeze from early 2021, but rather on the company’s valuation and confidence in CEO Ryan Cohen’s strategy and capital deployment over time — positioning GME as a long-term asymmetric bet rather than a quick speculative play.

👀 Supporting insider buys add fuel: Alongside Burry’s disclosure, CEO Ryan Cohen and other insiders have been buying shares, reinforcing a bullish narrative around insider alignment with shareholders. This cluster of high-profile buying has helped lift sentiment even as GME’s core retail business faces ongoing challenges.

❄️ Storm delays key crypto markup: The Senate Agriculture Committee pushed back its scheduled markup hearing on crypto market structure legislation — originally set to debate and vote on the bill — to Thursday due to a severe winter storm. The delay slows the legislative timetable just as momentum has been building around how the U.S. could establish a framework for regulating digital-asset markets.

📜 What was supposed to happen: The Agriculture panel had been moving toward finalizing its crypto market structure bill later in January, with key dates previously announced for release of text and markup just before the storm hit. The legislation is designed to clarify regulatory authority over digital assets — a topic that has divided lawmakers and industry groups alike.

🔄 Broader context — amendments and partisan tweaks: Ahead of the hearing, the crypto market-structure draft had already been evolving, with lawmakers considering Democrat-led amendments and ethics provisions in addition to core regulatory policy. The delay gives members more time to weigh competing priorities and stakeholder feedback before the committee votes on the measure.

Treasury cancels Booz Allen contracts after employee leaked Trump tax records; stock falls (CNBC)

Nike to cut 775 employees as it accelerates ‘automation’ at U.S. distribution centers (CNBC)

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