Crypto Degelist

Bu həftə bazarları həqiqətən nəyin hərəkət etdiyini danışaq. Səs-küyü unudun—böyük mənzərə formalaşır və bu, kripto üçün maraqlı bir mənzərə yaradır. Burada ticarət masasından məlumat var.
💰 İnstitusional Pul Harada Gedir?
Kripto üçün institusional hekayə yalnız yeni pul gözləməkdən ibarət deyil; bu, artıq axan pulun növündə struktur dəyişikliyidir. ETF axınları indi hekayənin yalnız bir hissəsidir. Analitiklər JPMorgan kimi institutların kripto xidmətləri təqdim etməyə hazırlandığını qeyd edirlər, bu da pensiya fondlarından və 401(k) planlarından gələn böyük bir yetkin kapital dalğasının yaxın olduğunu göstərir. Bu fondlar kriptoyu model portfellərinə əlavə etməyə başladıqda, alqı təzyiqi sistematik və davamlı ola bilər, yalnız spekulyativ deyil.

The market is in a deceptive state of calm. As of today, January 19th, Bitcoin (BTC) trades in a tight range around a key support zone, but beneath this placid surface, significant pressures are building. Today's critical news isn't about wild price swings, but about shifting institutional flows and external macro triggers that could dictate the next major move.
🔍 The Headlines: What Just Happened?
Two primary narratives are shaping the market this Monday:
A "Risk-Off" Geopolitical Shockwave: $BTC fell sharply at the Asian open, dropping from around $96,000 to briefly touch $92,000, a loss of roughly 3-4%. This wasn't driven by crypto-specific news, but by a delayed reaction to escalating U.S.-Europe trade tensions over Greenland and a broader "risk-off" sentiment hitting global markets. The downturn triggered heavy liquidations, with over $525 million in long positions wiped out.The ETF Narrative Shows Cracks: The U.S. Spot Bitcoin ETFs, a major bullish driver, are showing signs of fatigue. Some funds reportedly used recent price bounces near $95,000-$96,000 to sell. While titans like BlackRock continue to see inflows, the overall scale of fresh capital appears limited and is struggling to sustain momentum.
⚙️ The Deeper Analysis: Why This Matters
The quiet price action is a trap of complacency. The market's microstructure is fragile. Major exchanges and ETF order books are thin, meaning a single large institutional order can trigger a violent spike or crash. Traders are heavily clustered around nearby price points, creating a powder keg for cascading stop-losses if key levels break.
Here is a snapshot of today's key market reports:

🧭 The "Unreleased" Reports: Reading Between the Lines
This is where the real alpha lies. While public news talks about price, institutional desks are focused on three under-discussed metrics:
CFTC Futures Data: Analysts are scrutinizing the latest Commitments of Traders (COT) reports for signs of whether institutional money is quietly rebuilding long positions or increasing short exposure after this dip.On-Chain Exchange Flows: Has the selling been absorbed by strong hands, or are coins continuing to move to exchanges, signaling potential further distribution? A decrease in exchange reserves would be a positive sign.UK Regulatory "Go-Live": A major but under-reported event: The UK's final crypto rules (PS25/9 & PS25/10) officially came into force today, January 19, 2026. This establishes a clearer regulatory framework for firms serving the UK, a key global market. While not a price catalyst today, it's a long-term positive for institutional adoption and legitimacy.
🎯 Bottom Line & Forward Look
The market is at an inflection point. The bullish macro narrative (ETFs, halving) is now battling immediate bearish pressures (geopolitics, weak ETF inflows, technical breakdown).
Short-term (Next 1-3 Days): The bias is downside risk unless $BTC can reclaim $93,600 convincingly. A break below $92,000 could accelerate selling toward $90,000.Catalysts to Watch: The U.S. market reaction to today's European-led sell-off is critical. Any escalation in trade rhetoric or a hawkish shift in Fed expectations will pressure BTC further.Strategic Takeaway: This is a market for precision, not conviction. Risk management—strict leverage limits, defined stops—is non-negotiable. The "quiet" period is the perfect time to plan, not to daydream.
Do you want a deeper dive into the on-chain data points to watch this week, or an analysis of how altcoins like Ethereum are faring in this environment? Let me know in the comments.

Let's have a real talk about safety. For generations, holding cash, especially U.S. dollars, felt like the ultimate security blanket. But what if that blanket has a slow, steady leak? A profound shift is happening right under our noses, driven not by retail hype, but by the world's most conservative financial institutions: central banks.
The numbers tell a clear story. In November 2025 alone, central banks were net buyers of 45 tonnes of gold, continuing a multi-year trend of moving reserves away from traditional government bonds. Why? They are less concerned with short-term interest and more with a fundamental principle: preserving wealth against the silent killer of purchasing power.
The Dollar Dilemma: A "Safe" Asset That Can't Hold Its Value
The core risk of holding dollars isn't a headline-grabbing crash—it's erosion. When inflation outpaces interest earned, your money loses real value. The U.S. inflation rate for 2026 stands at 6.18%.
Morgan Stanley Research forecasts further strain on the dollar, expecting it to depreciate through mid-2026 before a potential rebound.
This loss of purchasing power is a global concern. Experts point to a "loss of credibility" in the dollar due to geopolitical tensions and the "weaponization" of financial systems, pushing nations to seek alternatives. The dollar's share of global central bank reserves has slipped from about 66% a decade ago to around 57% today.
The Institutional Pivot: Why Gold is Shining Again
With the dollar's dominance under question, institutions are turning to the ultimate historical safe haven. In a volatile world, gold is seen as "nobody's debt"—an asset whose value isn't tied to any single government's promise.
The data is undeniable:
Active Accumulation: Central banks reported buying 297 tonnes of gold in just the first eleven months of 2025.A Strategic Shift: Gold has even overtaken the euro to become the world's second-most important reserve asset after the dollar.Repatriation Trend: Countries like Poland, India, and Hungary are physically moving their gold reserves back to domestic vaults for perceived safety and sovereignty.
Bitcoin: The Digital Contender in the Hard Money Race
This brings us to the trillion-dollar question: where does $BTC fit in? While fundamentally different, Bitcoin shares gold's core appeal: absolute scarcity. Its supply is capped at 21 million, making it immune to the "printing presses" that devalue fiat currencies.
Academic research confirms that Bitcoin appreciates in response to inflation shocks, validating its role as a potential hedge. It's crucial to understand, however, that this differs from being a "safe haven." During periods of broad financial panic, Bitcoin's price has tended to fall, unlike gold which often rises. Its value proposition is long-term scarcity, not short-term stability.
Think of them as a complementary duo for a modern portfolio:

Looking Ahead: A Framework for the Future
Predicting exact prices is speculative, but we can use disciplined models. WisdomTree, for instance, creates scenarios based on global money supply growth and hard-asset adoption. In their base case, where Bitcoin captures a growing share of the "hard money" market, its long-term growth trajectory is substantial. This isn't about a random "moon shot," but a fundamental reallocation of global capital towards verifiably scarce assets.
The bottom line: The definition of "safe" is evolving. Safety is no longer just about avoiding volatility—it's about preserving purchasing power over decades. While gold remains the bedrock of this strategy, Bitcoin is emerging as a powerful, digital-age complement. The smart money isn't just watching; it's already moving.
I hope this detailed breakdown provides a solid, research-backed perspective for your audience. Would you like to explore a specific aspect of this analysis, like a deeper dive into the economic models for $BTC long-term valuation?

Ticarət həftəsi geosiyasətin sürücülük etdiyi bir mühitdə başlayıb, korporativ gəlirlər və iqtisadi məlumatları kölgədə qoyur. Əsas katalizator? Tramp administrasiyasından Qrenlandiya ilə bağlı yenidən və artan bir təhdid, transatlantik ticarət müharibəsi qorxusunu dərhal oyadır.
Nüvəyə Çatdıran: Tarif Təhdidindən "Qəbul Edilməz" Cavaba
Həftə sonu, Prezident Tramp səkkiz Avropa ölkəsinin 25% artan tariflərlə üzləşəcəyini bəyan etdi, əgər ABŞ-ın Qrenlandiyanı əldə etmək üçün razılıq əldə edilməsə. Avropa liderləri bu təhdidi "qəbul edilməz" olaraq tez bir zamanda adlandırdılar, bu da qlobal ticarət və diplomatik əlaqələrə əhəmiyyətli qeyri-müəyyənlik gətirən gərgin bir duruma səbəb oldu. Bu, İranla bağlı gərginliklərin olduğu bir həftədən sonra baş verir, bazarların mürəkkəb geosiyasi mənzərəni naviqasiya etdiyini göstərir.

A stunning new reality is reshaping North America. For generations, the U.S.-Canada relationship was described as the world's most extensive and friendliest. Today, that bedrock of trust is cracking under the weight of tariffs, rhetoric, and a profound shift in Canadian public sentiment. The data reveals a nation deeply disillusioned with its southern neighbor and, for the first time, beginning to look elsewhere. But does looking elsewhere mean running into China's arms? Let's analyze the numbers and the nuance.
🇺🇸 The Record-Shattering Canadian Chill: By the Numbers
The sentiment shift is not subtle; it is a seismic change captured by multiple authoritative polls.
Historic Lows in Favorability: Only 34% of Canadians now hold a favorable view of the United States, the lowest level recorded since tracking began over two decades ago. This collapse in goodwill is widespread, cutting across ideological lines.A Crisis of Confidence in Leadership: The disapproval is personified in President Donald Trump. A mere 15% of Canadians approve of U.S. leadership under his current term, a rating statistically on par with their view of Russian leadership. Furthermore, a staggering 76% hold an unfavorable opinion of Trump personally. His characteristic traits are viewed overwhelmingly negatively, with 91% of Canadians describing him as "arrogant" and 76% as "dangerous".From Ally to Threat: The most dramatic finding is perceptual. A majority of Canadians (59%) now name the United States as the top threat to their country, a complete reversal from 2019 when China held that position. This isn't abstract fear; most who see the U.S. as a threat believe it poses a "great deal" of a threat to both their economy and national security.
Why Such a Rapid Deterioration? Analysts point to Trump's second-term actions as the immediate catalyst: the imposition of steep tariffs, the suspension of trade talks, and rhetoric suggesting Canada could become the "51st state". This approach is seen as rooted in a transactional foreign policy doctrine and a nostalgic view of 19th-century territorial expansion, treating allies not as partners but as potential liabilities or acquisitions.
📊 The Contradiction: Sentiment vs. Strategic Reality
Here is where the analyst must look beyond the headline emotion. While feelings toward the U.S. have cratered, cold, hard strategic and economic realities tell a different story.

This creates the core paradox: Canadians are "fed up" with the U.S. leadership but remain inextricably tied to the U.S. system.
🇨🇳 So, Are Canadians "Choosing China"? A Nuanced Verdict
The idea of a wholesale pivot to China is overstated, but the shifting sentiment has opened strategic space that Beijing is likely watching closely.
The "China Option" Gains Relative Appeal: Approval of China's leadership among Canadians has risen to 23%, significantly higher than the U.S.'s 15% and its highest since 2018. This is less an endorsement of China and more a byproduct of record-low U.S. ratings.It's About Diversification, Not Replacement: The significant 20-point drop since 2021 in the number of Canadians prioritizing U.S. economic ties suggests a strong desire to reduce dependency, not necessarily to crown a new primary partner. This is a pragmatic hedge against volatility.The Left-Right Divide: The shift is most pronounced on Canada's ideological left, where only 58% now prefer close U.S. ties. This indicates the "China question" is becoming a more active part of domestic political debate.
🔮 The Analyst's Outlook: Fractured Feelings, Enduring Foundations
The headline captures a vital truth: the era of automatic, warm Canadian allegiance to the U.S. is over. The relationship has become politicized, contested, and fragile. This emotional fracture has real-world consequences, making diplomatic negotiations harder and creating an opening for other global powers to increase their influence in Ottawa.
However, the foundational pillars of the relationship—geography, integrated economics, and shared security—remain immovable objects. Canada is not about to abandon NORAD, dismantle its supply chains, or cede its largest energy market. The current sentiment is a powerful corrective to American actions, not a blueprint for a new geopolitical alignment.
The future of the relationship hinges on one factor: American leadership. As Gallup's data shows, Canadian approval of U.S. leadership averaged 61% under Obama and 41% under Biden, proving the damage is not permanent. For now, Canada is navigating a historic rift, driven not by love for China, but by a profound loss of faith in its oldest friend.
$BTC $ETH $BNB

$BTC is holding steady above a critical $95,000 level, igniting fierce debate among traders: is this the final consolidation before a historic surge, or are we setting up for another painful correction? Let's cut through the noise with a deep dive into the price action, on-chain data, and what the smart money is saying.
📈 CURRENT PRICE & RECENT PERFORMANCE: A Story of Resilience
As of the latest data, Bitcoin is trading at approximately $95,325. The last week has been a masterclass in volatility and recovery. After bouncing from lows near $90,000, BTC staged a powerful rally, briefly touching above $97,800.
The Week That Was: The price action shows a clear battle. After a strong start, we saw a rejection at the $97,960 resistance. However, buyers consistently defended the $94,630 support zone, a crucial level that has now turned from resistance into a new foundation.The Bigger Picture: Zooming out, Bitcoin is recovering from a brutal Q4 2025, where it fell over 30% from its all-time high above $126,000. This recent strength signals that the "panic has faded," leaving a market that feels "tighter and more focused".
⚙️ MARKET DRIVERS & SENTIMENT: The Engines Beneath the Chart
The narrative is shifting beneath the surface. This isn't just retail hype; it's a fundamental change in market structure.
Institutional Accumulation is BACK: Analysts note that after a pause, institutional investors are gradually returning, adding to spot ETFs and corporate treasuries. A major catalyst? The end of massive selling by long-term holders who bought the top. Data suggests a "capitulation" phase is complete, with weak hands flushed out and new buyers establishing a stronger cost basis.Supply is Getting Tighter Than Ever: Post-halving dynamics are in full effect. Miners are issuing fewer new coins, and a staggering amount of BTC is locked away—in ETFs, corporate vaults (like MicroStrategy's 430K+ BTC), and long-term wallets. Exchange reserves are at multi-year lows, meaning less sell pressure is readily available.The Macro Tailwind: With major central banks nearing the end of rate-hiking cycles, global liquidity conditions are expected to improve. Historically, Bitcoin thrives in environments of easy money and lower interest rates.
🔮 THE EXPERT PREDICTIONS: Where Do The Pros See $BTC Heading?
The analyst community is cautiously optimistic for 2026, with forecasts clustering around a significant re-test of previous highs and beyond. Here’s a snapshot of where major institutions stand:

💡 The Counter-Argument: Not all charts are bullish. Some analysts applying Elliott Wave theory warn that the 2025 rally may have completed a five-wave pattern, suggesting Bitcoin could be in for a longer corrective phase (ABC pattern) that may keep pressure on prices into mid-2026, with potential supports at $84K, $70K, and $58K.
🎯 KEY LEVELS TO WATCH: Your Trading Roadmap
For the next move, all eyes are on these crucial prices:
Immediate Resistance: $95,820, then $97,960 - $98,200. A decisive daily close above this zone is the green light for a run toward $100,000 and potentially $107,500.Critical Support: $94,630 (short-term), $89,326 (must hold for uptrend), and $82,477 (a break below could signal a deeper correction toward $74k).The Bottom Line: The setup is bullish-biased but not without risk. The convergence of thinning supply, returning institutional demand, and improving macro liquidity creates a powerful fundamental case. However, traders must respect the technical levels. The path to $100K is clear, but it runs through a narrow ledge of support.
What's your take? Is $BTC primed to shatter $100,000 and begin a new leg up in 2026, or are we due for one more shakeout? Share your analysis below! 👇

In a stunning reversal that has the world holding its breath, U.S. President Donald Trump has publicly thanked the leadership of Iran—a nation he threatened with "very strong action" just days ago—after claiming Tehran halted the planned executions of hundreds of detained protesters. This unexpected diplomatic twist de-escalates soaring tensions that brought the region to the brink of potential conflict.
Here’s the explosive timeline of how we got here:
Jan. 2: Trump vows to "rescue" Iranian protesters if the regime uses violence.Early Jan.: Warnings of "grave consequences" and imminent mass executions of detainees send shockwaves globally.Jan. 8-14: A brutal, nationwide crackdown by Iranian security forces leaves thousands dead. The U.S. military makes visible preparations for potential strikes, relocating personnel in Qatar.Jan. 16 (Friday): In a fiery sermon, senior Iranian cleric Ayatollah Ahmad Khatami calls for protesters to be put to death and threatens "hard revenge" against Trump and Israel.Hours Later, Jan. 16: In a complete about-face, Trump tells reporters, "Iran canceled the hanging of over 800 people... and I greatly respect the fact that they canceled". He credits this "good authority" from within Iran for influencing his decision not to launch a military strike.
📉 The Brutal Backdrop: A Nation Silenced
While Trump’s praise suggests a resolution, the reality inside Iran remains dire. The protests, which began on December 28 over a crippling economic crisis, have been violently suppressed.
A Chilling Toll: Human rights groups report thousands killed—figures far exceeding any protest wave in decades. One activist network puts the death toll at 3,090 and rising. Videos verified by Human Rights Watch show hundreds of body bags in morgues, with victims suffering gunshot wounds to the head and torso.A Society in Lockdown: For over a week, Iran has been under a severe internet blackout. Streets in Tehran appear calm, but the silence is enforced by fear and severed communications.
🇮🇷 Two Irans: The Regime vs. The Resistance
The narrative is split. While the government claims control, powerful opposing voices are emerging:
The Hardliners: Cleric Ahmad Khatami’s venomous Friday sermon demonstrates the regime's defiant rage, labeling protesters as "Trump's soldiers".The Exiled Opposition: Crown Prince Reza Pahlavi, son of Iran’s deposed king, is urging protesters to return to the streets this weekend, calling Trump "a man of his word" and pleading for the promised U.S. help.
🌍 The Global Chessboard: Why Trump May Have Stepped Back
Behind the scenes, intense diplomatic pressure likely shaped the U.S. pullback.
Regional Allies Wary: Key U.S. partners in the Gulf—including Saudi Arabia, Qatar, and Oman—expressed "grave misgivings," fearing American strikes would trigger Iranian retaliation and catastrophic regional instability.A "Winning" Calculus: Analysts suggest Trump’ strategy is to keep adversaries guessing. The recent U.S. success in Venezuela may have made the threat of force credible enough to achieve a concession—like halting executions—without firing a shot.
🔮 What Happens Next?
The crisis is paused, not over. Key questions loom:
Will protesters, encouraged by exile leaders, risk returning to the streets?Can the international community independently verify the halt of death sentences?With Iran's economy in freefall and regional influence weakened, is this a lasting shift or a tactical retreat by a besieged regime?
One thing is clear: The world just witnessed a high-stakes game of diplomatic brinksmanship, where the threat of mass executions nearly sparked a war—and a last-minute reprieve, for now, has changed the game.
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