XXYY.cc Evening Report | January 24, 2026

Keywords: Silver Surge · BTC Five-Day Outflow · Intel Plummets · Silver Breaks 100

1️⃣ Silver breaks $100, gold approaches $5000, global risk aversion skyrockets

London spot silver broke the $100 mark for the first time yesterday, taking just 9 months to rise from $28 to $100. Gold is also approaching $5000. Geopolitical instability drives a frenzy of funds pouring into precious metals, and the narrative of digital assets as a safe haven faces a valuation reshaping.

2️⃣ BTC spot ETF sees net outflow for 5 consecutive days, market cap struggles at 90,000

According to SoSoValue data, the BTC spot ETF saw a net outflow of $104 million yesterday, marking 5 consecutive days of losses. BTC is currently retreating to around $89,600, with EMA20 ($91,500) forming a strong short-term resistance level.

3️⃣ Intel's stock plummets 17%, earnings warning drags down the chip sector

Intel's earnings warning led to a sharp drop in its stock price by 17%, marking the largest single-day decline in recent years. The US stock chip sector shows mixed performance, with NVIDIA and others rising due to expectations of the CEO's visit to China, while macro liquidity is experiencing severe fluctuations amid the technology giants' game.

4️⃣ ARK Invest submits applications for two crypto ETFs linked to the CoinDesk 20 index

Cathie Wood's ARK Invest has officially applied for two new ETFs aimed at tracking the CoinDesk 20 index. If approved, this move will provide institutional investors with a new channel to allocate mainstream altcoins with one click, strengthening the expectations for compliant entry.

5️⃣ GameStop wallet clears BTC into exchanges, suspected high-level sell-off

CryptoQuant data shows that GameStop (GME)'s on-chain wallet has transferred all BTC to Coinbase Prime. As the market struggles to breach the $90,000 mark, the cashing out behavior of retail investors' spiritual leader has intensified short-term panic.

6️⃣ Regulatory dynamics: US Senate delays crypto bill, shifts focus to prioritize housing issues

Due to Coinbase's withdrawal of support and inflationary pressures, the US Senate has decided to postpone the consideration of the crypto market structure bill until March. Short-term policy benefits have evaporated, and the market has shifted to a defensive mode.