Rajeev J

#XAU #USD
Gold (XAU/USD)
Opening Price: $5,400 per ounce
Price Movement: Opened higher
Market Trend: Continues late-week upward momentum
Silver (XAG/USD)
Opening Price: $116.3 per ounce
Price Movement: Opened higher
Market Trend: Strength follows end-of-week buying interest
Market Insight According to Odaily, both gold and silver prices moved higher at the opening on Friday, reflecting prevailing market trends observed toward the end of the week. The gains suggest continued investor interest in precious metals as the week concludes.
$XAU $USDT

Policy outlook: BoJ likely to keep interest rates at 0.75%, after the recent hike to a three-decade high
Key focus: Guidance on the timing and pace of future rate increases
Context: Ongoing political uncertainty and a weakening yen are encouraging a cautious stance
Market impact:
A steady policy could help stabilize conditions, but any hawkish hints may tighten global liquidity, triggering short-term volatility in FX and crypto markets—with Bitcoin particularly sensitive to shifts in yen-linked carry trades.
$BTC

#BTC
Bitcoin (BTC): $1.9B in options expire today at 08:00 UTC
Max pain: $92,000
Put/Call ratio: 0.81 → moderately bullish sentiment
Ethereum (ETH): $347M in options expiring
Max pain: $3,200
Put/Call ratio: 0.84 → slightly bullish bias
Why it matters:
Option expiries can trigger short-term volatility as prices gravitate toward max pain levels, reflecting current investor positioning and sentiment.
$BTC

The cryptocurrency market is currently under dominant selling pressure, according to the Buy/Sell Pressure Delta metric. Data from NS3.AI shows a negative reading, indicating that sellers are outweighing buyers, which may impact near-term price movements and overall market trends.
Crypto analyst Alphrac shared this insight on social media, emphasizing that the prevailing market structure remains skewed toward selling pressure.
$BTC $SOL

USDC Treasury Mints 250M USDC
According to Whale Alert, 250 million USDC was newly minted at the USDC Treasury.
NS3.AI notes this may signal increased demand or liquidity needs, potentially impacting market liquidity and stablecoin supply dynamics.
$USDC

#BNB #USDT
According to Binance Market Data, BNB fell below 940 USDT at 23:41 (UTC) on Jan 18, 2026, trading at 939.90 USDT, down 0.80% in 24 hours.
$BNB $USDT

#BTC
According to Binance Market Data, Bitcoin (BTC) slipped below the 95,000 USDT level at 23:11 (UTC) on January 18, 2026. BTC is currently trading at 94,986.56 USDT, representing a 0.23% decline over the past 24 hours, indicating a relatively mild pullback amid ongoing market fluctuations.
$BTC

According to ChainCatcher, data from CME’s FedWatch tool shows a strong market consensus that the Federal Reserve will keep interest rates unchanged in January, with a 95% probability of no change and only a 5% chance of a 25 basis point rate cut.
Looking ahead to March, markets price in a 20.7% probability of a cumulative 25 basis point cut, while the likelihood of rates remaining at current levels stands at 78.4%. The probability of a larger cumulative 50 basis point cut by March remains very low at just 0.9%, indicating expectations of a cautious and gradual policy stance from the Fed.
$ETH

#USDT According to ChainCatcher, the U.S. Dollar Index (DXY) edged up 0.1% at the start of the trading session, reflecting modest broad based dollar strength. In contrast, major European currencies came under pressure, with both the euro (EUR/USD) and the British pound (GBP/USD) declining by around 0.2%. Meanwhile, the Swiss franc outperformed its peers, strengthening against the dollar and driving a 0.39% drop in the USD/CHF exchange rate.
$USDT $BTC

#BTC
According to ChainCatcher, Arkham data shows that at 04:09, approximately 142 million SUN tokens were transferred from BitTorrent to an anonymous address beginning with TRXhMUFk.
$BTC

#USDT #BTC
U.S. Treasury Secretary Scott Bessent said the Supreme Court is unlikely to overturn tariffs imposed by Donald Trump.
A U.S.–EU trade agreement is still not finalized.
Even if challenged, Trump can still impose tariffs using emergency powers.
✅ Bottom line:
The administration expects tariffs to largely remain in place despite legal scrutiny.

$BTC $USDT

#USDT #BNB
According to Binance Market Data, BNB crossed above the 950 USDT level on January 18, 2026, at 00:19 UTC, and is currently trading at 950.41 USDT.
Despite the breakout above the key psychological level, BNB’s 24-hour gain has narrowed to 1.29%, suggesting a slowdown in short-term upward momentum.
Details:
Current Price: 950.41 USDT
24H Change: +1.29% (narrowing)
Key Level: 950 USDT
$USDT $BNB

#ETF #RWA
According to Odaily, industry executives expect the tokenized asset market to expand to nearly $400 billion by 2026, driven by the maturation of stablecoins as “on-chain dollars.” Assets such as stocks, ETFs, money market funds, and gold are increasingly being tokenized as tradable on-chain financial instruments.
Hashdex CIO Samir Kerbage said the current market is valued at about $36 billion, with future growth led by structural changes in value transfer rather than speculation. By 2025, the market is projected to approach $20 billion, with major institutions including BlackRock, JPMorgan, and BNY Mellon actively participating.
Industry leaders believe 2026 will mark a shift from pilot programs to large-scale deployments, particularly in emerging markets, while on-chain real-world assets (RWA) could exceed $100 billion in value by the end of the year.
$ETH $USDT

#ETH
According to Binance Market Data, Ethereum (ETH) fell below the 3,300 USDT mark on January 17, 2026, at 22:39 UTC, and is currently trading at 3,298.93 USDT.
Despite the intraday pullback, ETH remains slightly higher on a 24-hour basis, posting a narrowed gain of 0.38%, indicating weakening short-term bullish momentum.
Market Overview
Current Price: 3,298.93 USDT
24H Change: +0.38% (narrowing)
Key Psychological Level: 3,300 USDT
Trend Status: Short-term consolidation
Market Implications
The failure to hold above 3,300 USDT suggests near-term resistance at this level, with traders likely engaging in profit-taking following recent price recovery. The narrowing price increase reflects reduced buying pressure, though no significant breakdown has been observed.
Short Term Outlook
A sustained move below 3,280 USDT could expose ETH to further downside testing.
A reclaim of 3,320–3,350 USDT may restore short-term bullish sentiment.
Broader market direction and on-chain activity remain key catalysts for the next move.
Ethereum continues to trade within a tight range, as market participants await clearer directional signals.
$ETH

#BTC #bnb
12.25 million EIGEN moved
From: EigenLayer-associated address
To: BitGo (institutional custodian)
Value: ~$4.97 million
Time: 07:13 (per Arkham / ChainCatcher)
This is a notable but not massive transfer in market terms.
*Why BitGo Matters
BitGo is not an exchange. It’s typically used for:
Institutional custody
Foundation or treasury management
Vesting / unlock preparation
OTC or structured distribution
Cross-platform custody before strategic moves
So this is not automatically a sell signal.
*Most Likely Explanations (Ranked)
1️⃣ Treasury / Custody Rebalancing (Most likely)
EigenLayer or related entities moving tokens into regulated institutional custody.
2️⃣ Unlock / Vesting Preparation
Tokens moved ahead of:
Vesting schedules
Foundation allocations
Future distribution (grants, incentives, ecosystem use)
3️⃣ OTC / Structured Deal Prep
Institutions often use BitGo as a neutral custodian before OTC transfers — without hitting exchanges.
4️⃣ Exchange-Adjacent Liquidity (Lower probability)
BitGo can facilitate exchange deposits, but there’s no direct evidence yet of onward movement to a CEX.
*Market Impact Assessment
$5M value → unlikely to move price alone
No immediate follow-up transfers = no panic signal
Context matters more:
Are there more BitGo inflows?
Do tokens move next to Binance / Coinbase / OKX?
Is this aligned with a known unlock date?
Until secondary movements appear, this is neutral-to-slightly bearish watch-only, not actionable bearish.
Subsequent BitGo → CEX transfers
Clustering behavior (multiple EigenLayer wallets doing the same)
Timing vs token unlocks / governance events
EIGEN price reaction on low volume (can hint at market expectations)
✔️ Large on-chain transfer confirmed
✔️ Destination is custody, not an exchange
✔️ No immediate sell pressure implied
✔️ Worth monitoring, not front-running
$BTC $BNB

#BTC #BNB_Market_Update
When the Fed Vice Chair says the labor market is slowing amid rising uncertainty, that’s a meaningful shift in emphasis.
The Fed is now watching employment risks as closely as inflation
Tight labor conditions are easing naturally
Policy is no longer focused solely on “cooling demand”
In Fed communication, this marks a move from inflation control → risk balancing.
*Fed-Speak Translation
“The economy is responding to our policy, and we need to avoid overtightening.”
A slowing labor market:
Reduces wage-driven inflation pressure
Increases the cost of keeping rates too high for too long
Gives the Fed cover to cut when inflation data cooperates
This is exactly the setup the Fed wants before easing.
* What This Means for Rates
This statement strengthens the case that:
Hikes are definitively over
Rate cuts become a risk management tool, not a stimulus response
The first cut is more about preventing labor damage than boosting growth
Historically, the Fed starts cutting shortly after it openly acknowledges labor softening.
*Market & Crypto Implications
Macro impact:
Slower labor market → lower wage inflation
Lower wage inflation → lower long-term inflation expectations
That translates into lower real yields over time
For crypto & risk assets:
Improves liquidity expectations
Reduces policy uncertainty
Supports a medium term bullish environment, even if short-term volatility persists
Crypto tends to perform best after the Fed begins prioritizing employment risks.
*Important Caveat
This is still a controlled slowdown, not a crisis:
No talk of job losses accelerating
No emergency language
No panic easing implied
The Fed wants a soft landing, and Jefferson’s tone suggests they believe it’s achievable.
So far, Jefferson has said:
Inflation is returning toward 2%
Policy stance is well positioned.
$BTC $BNB

What Jefferson Is Really Saying
#BTC #ETH
When Vice Chair Philip Jefferson says the current policy stance puts the Fed in a “good position to determine the extent and timing of rate adjustments”, it means:
Policy is restrictive enough
The Fed has optionality,it can wait, cut gradually, or pause without urgency
There is no pressure to hike further
This is classic confidence language from the Fed’s second-in-command.
*Translation Into Plain English
“We’ve done enough. Now we watch the data and decide when and how much to adjust.”
This wording is post-tightening-cycle language, not mid cycle.
He did not mention the need for further tightening
He emphasized timing and extent, not direction
That’s a subtle but important signal.
*Implications for Interest Rates
This statement strongly suggests:
Rate hikes are off the table
The next move is down, not up
Cuts will be data-dependent and controlled, not emergency style.
The Fed is setting expectations for a measured easing cycle, not a sudden pivot.
*Market & Crypto Impact
This is macro positive for risk assets:
Stable policy → lower volatility in rates
Clear path toward cuts → improving liquidity expectations
Real yields likely to drift lower over time
For crypto specifically:
Supports the structural bull case
Helps justify higher valuations for BTC, ETH, and high-beta alts once liquidity loosens
Short-term pullbacks remain possible, but macro headwinds are fading
*What This Does Not Mean
❌ No immediate rate cuts announcement
❌ No “panic easing”
❌ No guarantee of aggressive QE
This is confidence + patience, not urgency.
When you combine:
Jefferson expecting inflation back to 2%
QT slowing / liquidity operations resuming
Fed leadership emphasizing flexibility, not restraint
You’re looking at a transition phase — from fighting inflation to managing growth and financial conditions.
$BTC $ETH

#BTC #USDT
Fed Vice Chair Philip Jefferson saying inflation is expected to return to the 2% target is a clear dovish-leaning signal, even with “some upside risks” acknowledged.
The Fed believes disinflation is still the dominant trend
Remaining risks (energy, services, wages) are not strong enough to derail the 2% path
This reinforces the idea that policy is sufficiently restrictive already
Importantly, when the Vice Chair says this, it reflects core FOMC consensus, not just a personal view.
*What This Means for Rates
This kind of language usually implies:
No need for further rate hikes
Growing confidence to pivot toward cuts once data allows
Higher bar for any renewed hawkish shift
In Fed-speak, “inflation returning to 2%” = mission largely accomplished, now manage the landing.
*Market & Crypto Implications
Bullish for risk assets, including crypto, because:
Lower inflation → lower real rates
Lower real rates → weaker USD over time
Liquidity conditions become more favorable
When you combine this with:
QT slowing / liquidity injections
Strong crypto ETF & on-chain demand narratives
…it supports the medium-term bullish thesis, even if short-term volatility remains.
$BTC $USDT

What the White House Has Said
Senior White House officials — including Kevin Hassett, a top economic advisor — have publicly said they are “highly confident” the Supreme Court will uphold the legality of Trump’s sweeping tariffs under emergency powers. That’s part of the administration’s messaging while they await the ruling and prepare fallback options.
Forbes
Other administration figures like Treasury Secretary Scott Bessent have also expressed optimism that the Court will rule in the government’s favor.
The Supreme Court Has Not Ruled Yet
As of now, the Supreme Court has not issued a decision on the tariffs case. The ruling is expected imminently, especially as the Court has scheduled rulings around January 20, 2026, but no official outcome has been released yet.
Reuters
Oral arguments were held in November 2025 on whether President Trump could lawfully impose broad tariffs under the International Emergency Economic Powers Act (IEEPA) — a law typically used for sanctions, not tariffs.

⚖️ What Legal Experts Are Saying
During oral arguments, several justices appeared skeptical of the government’s legal theory and questioned whether IEEPA actually authorizes sweeping tariff powers. This suggests the outcome is very much in play and not a foregone conclusion.
JURIST
Lower federal courts have previously ruled that Trump exceeded his authority by using emergency powers to impose large-scale tariffs.
The Economic Times
📊 Fallback Plans
The White House is already discussing backup tariff authorities — for example, using other trade laws that allow more limited tariff powers — if the Supreme Court strikes down the emergency-based tariffs.
Forbes
If the Supreme Court rules against the Trump administration, there are legal and logistical questions about whether tariffs already collected would need to be refunded. Treasury officials have said they have funds to cover potential refunds.
✔️ The White House is expressing confidence that the Supreme Court will uphold Trump’s tariff authority—this is official messaging, not a ruling.
✔️ The Supreme Court has not yet ruled, and justices have shown some skepticism of the legal arguments presented.
✔️ Legal and market observers see multiple potential outcomes, with fallback plans already being prepared by the administration.
$BTC $USDT

What Fed Is Doing Right Now

🇺🇸 FED WILL INJECT $23 BILLION INTO THE MARKET NEXT WEEK

LOOKS LIKE THEY FINALLY STARTED QE (MONEY PRINTING)

GIGA BULLISH FOR CRYPTO!!
#btc #usdt
1. Fed liquidity operations ≠ traditional QE
The Federal Reserve is indeed adding liquidity back into markets through operations such as repo and Treasury bill purchases, but this is not exactly the same as Quantitative Easing (QE) 2008–2021 style. QE was large-scale asset purchases designed to push down long-term interest rates and expand the money supply significantly. What’s happening now is described by the Fed as:
Ending quantitative tightening (QT) — so it stops draining liquidity. �
BTSE
Initiating Reserve Management Purchases (RMP) of short-term Treasuries and short-term repo operations to keep liquidity ample. �
Medium +1
These actions do add cash into the financial system and expand the Fed’s balance sheet, but many economists call this “stealth QE” or liquidity support rather than a full-blown QE program. �
CryptoDnes.bg
2. The $23B figure
A recent post captured by news sources claims the Fed plans to inject about $23 billion in liquidity via repo operations next week essentially short-term lending to financial institutions in exchange for collateral. That’s real, but temporary, and different from open ended QE.
Binance
3. Wider Fed operations
Separately, the New York Fed’s open market desk has scheduled over $55 billion of operations (including reserve and reinvestment purchases) over the next month to manage liquidity conditions ,this is real and confirmed by official schedule releases. �
Reuters
📊 Is This “Money Printing”?
Yes and no:
It does add liquidity to the system and expands the Fed’s balance sheet.
But currently it’s targeted at short-term funding conditions and reserve levels, not a broad program aimed at lowering long-term rates and stimulating growth like historic QE.
BTSE
Some market commentators — especially crypto bulls — interpret the Fed’s behavior as functionally similar to QE, calling it “secret money printing.” Others caution that temporary repo operations do not equate to open-ended QE.
CryptoDnes.bg
📉 Why Markets Care
Bullish case for crypto (why traders are excited):
Increased liquidity can lift risk assets as investors seek higher returns.
CryptoDnes.bg
Some analysts argue that continued RMPs plus eventual rate cuts lower funding stress and boost risk appetite (benefiting crypto prices).
MEXC
Caveats and caution:
Repo injections are short-term and often used to smooth market plumbing, not to fuel sustained asset price inflation.
Medium
A few operations totaling tens of billions are small compared with QE programs of hundreds of billions–trillions historically.
Market sentiment sometimes overshoots reality — just because liquidity increases can help crypto doesn’t mean prices will immediately skyrocket.
*Bottom Line
✔️ The Fed is adding liquidity, including short-term repo operations that could total ~$20-55 billion in the coming weeks.
✔️ This is technically adding money into markets, but not officially a QE restart in the traditional sense.
✔️ Crypto sentiment is bullish in light of liquidity easing, but this doesn’t guarantee explosive price moves — fundamentals, adoption, macro context, and regulation still matter.
$BTC $USDT