TRADE TENSIONS & BITCOIN: OPPORTUNITY OR RISK THIS WEEK?
The financial market is holding its breath before President Trump's tough stance on tariffs and Canada's latest 'choosing sides' decision. With macro instability, the biggest question is: Will smart money shelter in USD or turn to Bitcoin? 📊 Bitcoin Technical Outlook (H4 Frame): Currently, Bitcoin is reacting quite sensitively to macro news.
4H (4 Hour) Frame Display Image Bulls: Need to maintain the current support level to build momentum to retest the old high. If Canada tightens trade with China as per the U.S. wishes, inflation pressure may ease slightly, creating a positive short-term sentiment.
U.S. macro data & Bitcoin: Is this week an opportunity or a risk for traders?
This week, U.S. macro data could be the biggest catalyst determining whether Bitcoin bounces back or continues to be suppressed. The crypto market enters a new week with significant macro data from the U.S., as Bitcoin continues to fluctuate in a sensitive range.
The question arises: Will BTC maintain its trend or continue to face adjustment pressure? 📊 Technical perspective: Where is Bitcoin now? 📉 On the H4 chart, Bitcoin is still trading below important MA lines, indicating that buying pressure has not yet truly dominated.
Ripple partners with Riyad Bank: Is blockchain getting the 'green light' from Middle Eastern banks?
While many countries still debate about crypto, major banks in the Middle East are quietly testing blockchain. Ripple has just signed a partnership with Jeel – the innovation department of Riyad Bank, one of the largest banks in Saudi Arabia, to research the application of blockchain in the national financial system.
📌 What will the parties test? 🔹 Cross-border payments
South Korea is concerned about stablecoins linked to the won: Why is crypto legislation still being delayed?
Stablecoins were once seen as a bridge between crypto and traditional finance, but in South Korea, they are becoming a concern for the Central Bank.
While the crypto industry wants to pave the way for development, the Bank of Korea (BoK) is worried about serious risks to cash flow control and the stability of the won.
🏦 Concerns from the Bank of Korea Theo BoK, if allowed to issue stablecoins linked to the won:
Expiration of nearly $10B options at the end of the month: Is Max Pain BTC $90K & ETH $3,100 really 'sucking price'?
Nearly $10 billion BTC & ETH options will simultaneously expire on Friday, and history shows this is usually a time when the market is more volatile than usual.
The big question right now: will the 'max pain' effect continue to take effect?
Bitcoin Ethereum 📌 What's happening? 🔹 $8.64 billion BTC options on Deribit will expire Max pain: $90,000 🔹 $1.28 billion ETH options on Deribit will expire Max pain: $3,100
THE CLARITY ACT (CRYPTO) IS CURRENTLY UNDER CONSIDERATION BY THE U.S. CONGRESS
“Today, the U.S. Congress is considering the CLARITY Act – a legal turning point that could change the entire crypto landscape in the U.S.” 🔎 What is the CLARITY Act?
The bill aims to: 📜 Clarifying the classification of digital assets (whether tokens are securities or commodities) ⚖️ Defining the jurisdiction of the SEC vs CFTC 🏗️ Creating a clear legal framework for crypto businesses to operate in the U.S. 👉 Core objective: to end the legal ambiguity that is stifling the market.
BLACKROCK vs FED? CANDIDATE FOR FED CHAIR NAMED RICK RIEDER
According to Polymarket, BlackRock’s Chief Investment Officer – Rick Rieder is the leading candidate for the next FED Chair 👀 📊 Current probability: 🥇 Rick Rieder (BlackRock): 47% 🥈 Kevin Warsh (former FED Governor): 29% 🥉 Chris Waller (FED Governor): 9% ⚡ Why is Rick Rieder noteworthy? Support for lowering the FED interest rate to ~3% Target: Stimulating economic growth Saving the US housing market A viewpoint that is extremely “different from traditional FED” regarding crypto 👇
TETHER GOLD (XAU₮) DOMINATES THE GOLD TOKEN MARKET
Tether Gold (XAU₮) currently holds over 60% of the market share of gold-backed tokens, amidst a total market capitalization of gold tokens exceeding 4 billion USD by 2025.
The main driver comes from: 📈 Gold prices continue to hit peaks 🔗 The trend of tokenizing real assets (RWA) is booming 🔥 Highlights XAU₮ is backed 1:1 by physical gold Gold is stored in Switzerland Each token represents 1 ounce of real gold
RHODE ISLAND REINTRODUCES BLOCKCHAIN & CRYPTO BILL
Small Bitcoin Transactions Could Become Tax-Free Rhode Island has reintroduced a bill to create a special legislative commission on blockchain and crypto, aiming to establish a clear regulatory framework, foster innovation, and attract fintech businesses.
🚨 Key highlight:
The state previously proposed temporary tax exemptions for small Bitcoin transactions: Up to $5,000 per monthMaximum $20,000 per year If passed, this could significantly lower friction for real-world Bitcoin payments. 🧩 What’s in the bill? The proposed commission would focus on: Studying blockchain & digital asset use casesDeveloping balanced crypto regulationsSupporting fintech and Web3 startupsPositioning Rhode Island as a crypto-friendly state 💡 Why the tax exemption matters Small BTC payments are often used for: Everyday transactionsPeer-to-peer transfersMicro-payments
👉 Tax relief removes complexity and encourages Bitcoin as a medium of exchange, not just a store of value. 🌍 Bigger picture Across the U.S., states are competing to attract: Fintech companiesBlockchain developersCrypto capital
Rhode Island’s move signals a pragmatic, innovation-friendly approach, especially as federal crypto policy remains slow and fragmented. 🧠 Personal take This isn’t about “Bitcoin hype.”
It’s about testing Bitcoin in real economic activity. If small BTC payments become tax-free: Adoption becomes easierCompliance burden dropsBitcoin moves closer to everyday money ❓ Question for the community Will tax-free Bitcoin payments turn BTC into real transactional money —
or is this just another political experiment? 💬 Share your thoughts below 👇 $BTC
SUMITOMO MITSUI TRUST GROUP HOLDS 96.6 MILLION USD WORTH OF MICROSTRATEGY STOCK
Japan's leading financial group Sumitomo Mitsui Trust Group (SMTG) has just announced that it holds 96.6 million USD worth of MicroStrategy (MSTR) stock – a company considered the largest 'proxy Bitcoin' in the world.
🔍 What is noteworthy? MicroStrategy is currently the company holding the most BTC in the world. Buying MSTR stock means indirectly gaining exposure to Bitcoin, but: No need to hold BTC directly Avoid strict legal & accounting risks in Japan
METAPLANET RAISES PROFIT FORECAST THANKS TO BTC: BITCOIN IS BECOMING A 'CASH FLOW MACHINE'?
Metaplanet (Japan) has just significantly raised its FY2025 business outlook, with the main driving force coming from a familiar yet strange factor: Bitcoin. 📈 Forecasted revenue: 8.9 billion JPY (+31%)
📈 Operating profit: 6.3 billion JPY (+33.8%) 👉 Most of the growth comes from the income generation segment from BTC, not price speculation. 🔍 How is Bitcoin contributing to business results? Metaplanet expects: Revenue from BTC: ~8.6 billion JPY
TRUMP IMPOSING 25% TARIFF ON SOUTH KOREA: MARKETS FLUCTUATE, IS BITCOIN 'WITHSTANDING' OR ABSORBING BAD NEWS?
President Trump just announced a 25% tariff on South Korean goods, raising concerns about a new wave of trade tensions. Global financial markets are fluctuating Risk-on sentiment is weakening
Crypto is starting to shake 👉 The question is: Is Bitcoin reacting too lightly, or is the real risk not here yet? 📌 What happened? The 25% tariff directly targets goods from South Korea Risk of escalation to other trading partners
BLACKROCK INTRODUCES A NEW MOVE: NOT JUST BITCOIN, BUT BITCOIN WITH "MONTHLY INCOME"!
The giant BlackRock has just officially filed an S-1 for a completely new crypto financial product. 👉 Not a Spot Bitcoin ETF.
👉 Not just simply 'buy & hold'. If approved by the SEC, this could be a major turning point in how Bitcoin is invested. 🔍 What makes this strategy special? Instead of just holding Bitcoin and waiting for the price to rise, this fund uses a Covered Call strategy: 📈 Track BTC prices: The fund still holds Bitcoin to benefit as the market rises.
MICROSTRATEGY AGAIN "GOBLES" ANOTHER 2,932 BTC: 90K IS STILL THE BOTTOM?
Michael Saylor and MicroStrategy just made the entire market look up as they continue to execute a "deal" worth $264.1 million.
📊 Real data doesn’t lie: New purchase amount: 2,932 BTC. Purchase price: ~$90,061/BTC. Total holdings: 712,647 BTC. Average purchase price: $76,037/BTC. 🧐 Why do we need to pay attention? Although the current BTC price is fluctuating around the 87k - 88k range (lower than the price MSTR just bought), their profit margin is still extremely high with a cost price of only 76k. The action of buying more at 90k shows that institutional "whales" expect BTC to go even further in 2026.
Tezos upgrades network with the Tallinn release: block time reduced to 6 seconds
The Tezos network has just completed the Tallinn upgrade, reducing the block creation time to 6 seconds, faster than before and without the need for a hard fork — continuing to maintain Tezos' characteristic on-chain upgrade mechanism. This is the 20th major upgrade of Tezos since its launch in 2018. 🚀 Key improvements of Tallinn Faster transactions, lower latency. Reduced data storage costs for applications built on Tezos.
Colombia's second largest private pension fund is about to allow investment in Bitcoin
The private pension fund AFP Protección (Colombia) is planning to allow investment in Bitcoin, marking a new step in the approach to digital assets by traditional institutions in the Latin American region.
📌 Conditions of Application Only for qualified investors after being fully advised about the risks.
Small weight in the portfolio, does not affect the core retirement fund. The goal is to diversify investments, not to transfer retirement funds to Bitcoin.
This week, the market is focused on the FED's monetary policy and legal developments related to crypto in the US — factors that could directly impact risk sentiment and Bitcoin volatility.
🗓️ TUESDAY (27/01)
— The CLARITY Act (Crypto): markup session in the US Congress
→ A bill to clarify the legal framework for the crypto market.
→ Positive progress could improve long-term expectations for the digital asset sector.