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Solana’s stablecoin ecosystem just crossed $13B in market cap, following progress around the Genius Act. With the Clarity Act also in play, regulatory tailwinds could continue supporting SOL’s growth in the months ahead.
On-chain data is flashing bullish signals too. Network activity is rising sharply, echoing patterns last seen during the 2021 altcoin rally — a period many traders now compare to a potential incoming altcoin season.
Institutional interest is also showing up. Spot Solana ETFs recorded $3M in net inflows, while most other crypto ETFs saw outflows. That relative strength suggests growing confidence in SOL’s long-term positioning.
Eyes are now on whether this momentum can sustain and push Solana into its next expansion phase.
Gold slipped after hitting fresh record highs as market tension eased. Prices fell around 1%after President Trump backed away from tariff threats on Europe and announced a tentative “framework deal” on Greenland, calming geopolitical fears.
With risk sentiment improving, the US dollar and equities rebounded, reducing gold’s safe-haven demand. Still, gold remains up 70%+ over the past year, supported by ongoing concerns around geopolitics, Fed independence, and long-term dollar trust.
Other metals followed gold lower:
* Silver: −2.1% * Platinum & Palladium: also weaker
Short-term pullback, but the bigger bullish trend remains intact.
Is Bitcoin Selling Off on Quantum Fears? Reality Check 🧠⚡
Bitcoin’s dip into the high $87K zone sparked fresh headlines blaming quantum computing as the main threat behind BTC underperforming gold, which just printed new all-time highs. But the market story looks far less dramatic.
While quantum risk is a long-term consideration, several respected Bitcoin voices argue it’s not what’s driving current price action:
• Whale distribution kicked in after BTC hit key psychological levels, unlocking large supply • Narrative fatigue followed price stalling, shaking confidence and triggering more selling • Leverage flush played a major role — ~$260M in long positions were liquidated • Gold strength is driven by sovereign buying and macro shifts away from treasuries, not Bitcoin weakness
On-chain analysts note Bitcoin already absorbed heavy HODLer sell-side pressure in 2025 — enough to crush prior bull markets — yet price held relatively well. Structurally, BTC still trades within a bearish consolidation, with thinner demand zones below if sellers press further.
Bottom line: Quantum computing isn’t crashing Bitcoin. Market structure, leverage, and macro flows are doing the heavy lifting.
At the World Economic Forum in Davos, the debate over trust in money took center stage once again. French central bank governor François Villeroy de Galhau argued that trust should come from independent central banks with democratic mandates, not from crypto assets like Bitcoin.
Coinbase CEO Brian Armstrong pushed back, saying Bitcoin’s strength lies in its neutrality. With no issuer, country, or company in control, he believes Bitcoin is even more independent than central banks. Armstrong welcomed competition, arguing that letting people choose what they trust most is the best form of accountability—especially when it comes to government spending.
Galhau, while skeptical of Bitcoin, didn’t dismiss innovation. He emphasized that money has always been a public-private partnership and said tokenization can work—so long as it operates within clear regulation. He also stressed that the digital euro aims to modernize payments, not replace banks.
In the end, the message was clear: the future of money may not be about replacement, but about competition and coexistence.
BIO is showing early signs of recovery after a corrective move. Price is holding above a key short-term support zone, indicating buyers are stepping in on dips. Volume has slightly improved, suggesting growing interest.
If BIO maintains this support, a push toward the nearest resistance could follow. A clean breakout with volume may open the door for further upside. However, losing support would likely lead to another consolidation or a deeper pullback.
Overall bias: Cautiously bullish, waiting for confirmation.
Injective just rolled out the INJ Supply Squeeze, a major upgrade that **doubles INJ’s deflation rate. 🚀 The update tightens token issuance at the protocol level while amplifying the impact of Injective’s monthly Community BuyBack & burn** program.
📉 Why it matters:
* Faster supply reduction = stronger scarcity * Over 6.85M INJ already burned * Deflation now directly scales with network usage and revenue
By reinforcing INJ as the economic backbone of the ecosystem, Injective is aligning long-term token value with real on-chain growth. A bold move toward a structurally deflationary future. 💥
🚀 Ripple President Monica Long’s Bold 2026 Crypto Outlook
Ripple President Monica Long says crypto is moving out of the “testing phase” and into full production mode. By 2026, she expects banks and global corporations to actively use crypto infrastructure—not just experiment with it.
🔹 Stablecoins Go Mainstream Stablecoins could become a core payment rail, especially for B2B transfers. Faster settlement, 24/7 liquidity, and lower costs are pushing companies—and eventually banks—toward regulated digital dollars. 🔹 Fortune 500 Embrace Crypto Long predicts nearly 50% of Fortune 500 companies will have direct crypto exposure by 2026—through digital assets, stablecoins, or tokenized financial products.
🔹 ETFs, Custody & AI Drive Adoption Crypto ETFs are opening the door for institutions, while banks expand custody services. Add AI + blockchain, and finance becomes faster, smarter, and more automated.
Bottom line: Crypto isn’t the future—it’s becoming financial infrastructure.
🟧 XCE Boosts Bitcoin Treasury with First BTC Bond Settlement
Connecting Excellence Group (XCE) has officially settled its first Bitcoin-denominated bond, adding 10 BTC (~$925K) to its treasury. This marks the launch of XCE’s 2026 BTC convertible bond program, designed to steadily increase Bitcoin per share using zero-interest, BTC-based financing.
🔹 Total BTC holdings now stand at 51.36 BTC 🔹 Treasury value: ~$4.75M 🔹 BTC yield since IPO jumps to 426% (if converted)
XCE continues to double down on its “Bitcoin only” strategy, blending traditional recruitment operations with an aggressive, disciplined Bitcoin treasury approach—positioning itself as a unique public company play on BTC adoption.
📈 Long-term vision: grow shareholder value through BTC accretion, innovative capital raises, and Bitcoin-focused executive recruitment.
Despite new all-time highs in 2025, Bitcoin saw lower Google searches and social chatter than the year before. X posts mentioning “Bitcoin” dropped 32% YoY, even during major moments like the Strategic Bitcoin Reserve launch and BTC’s run above $120K.
Interestingly, price rose while sentiment stayed fearful — a classic divergence. History shows this kind of apathy often appears before the crowd returns, not at the top.
Smart money watches sentiment when it’s boring, not when it’s loud. 👀
🚀 Tezos (XTZ) Gears Up for a Major Network Upgrade
Tezos is back in the spotlight as the Tallinn upgrade is set to go live on January 24. This update marks another step in Tezos’ ongoing evolution, focusing on network improvements and long-term scalability.
🔧 What you need to know:
* Bakers and node operators must upgrade to Octez v24.0 to stay fully compatible with the network after Tallinn goes live. * The upgrade reinforces Tezos’ self-amending design, ensuring smoother governance and protocol improvements without hard forks.
🐳 Institutional confidence is also growing: Between January 2 and January 19, TenX Protocols Inc. accumulated around 5.54 million XTZ, reportedly to strengthen its validator operations on the Tezos network. Large-scale accumulation like this often signals long-term commitment rather than short-term speculation.
📈 With XTZ showing strong price momentum and on-chain development accelerating, Tezos is positioning itself as one of the more actively evolving Layer-1 ecosystems right now.
🟣 Solana Price Slips, But On-Chain Signals Turn Bullish
SOL has broken below its $136 support and short-term trendline, with a new demand zone forming between $129–$136. A deeper pullback toward $100 remains a risk if weakness continues.
⚡ On-chain activity tells a different story:
* Daily active addresses +51% to 5M+ * Daily transactions +20% to 78M
Adding to the momentum, Solayer launched a $35M fund to accelerate high-speed, revenue-focused apps on Solana—highlighting growing builder confidence despite price pressure.
🟡 Gold Climbs as U.S.–Europe Tensions Fuel Risk-Off Mood
Gold jumped 1.6% to ~$4,830/oz as investors moved into safe havens amid rising tensions between the U.S. and Europe over Greenland. President Trump’s renewed push—backed by tariff threats on European imports—has unsettled markets ahead of the World Economic Forum.
📉 Asian equities were mixed, while safe havens outperformed:
* 💴 Yen strengthened * 💵 Dollar eased slightly * 📊 Risk appetite cooled
Markets are clearly pricing in geopolitical uncertainty, keeping gold firmly bid.
Bitcoin slid another 4%, briefly touching $87,790, as over $1.8B in leveraged positions were wiped out in just 48 hours — **93% from longs**. The drop has erased all 2026 gains and pushed BTC below its 50-day EMA, a key support level.
🌍 What’s driving the sell-off?
* Renewed US tariff threats revived the “Sell America” trade * A shock move in Japanese bond markets (10Y yields +19 bps in two days) sparked fears of a carry trade unwind, tightening global liquidity * Total crypto market cap fell $225B to $3.08T, the sharpest drop since November
🟡 While gold surged to a record $4,835, analysts say Bitcoin is being pressured short-term due to liquidity sensitivity — even as long-term hard-asset narratives remain intact.
📉 **Crypto Markets Slide as Tariff Fears Shake Risk Assets**
Crypto extended its pullback as investors reacted to fresh Trump tariff threats, pushing total market cap down to $2.71T, about 32% below Oct 2025 highs. Rising US and Japan bond yields are flashing macro stress, driving capital toward safe havens like gold and silver, while stocks and digital assets feel the pressure.
Bitcoin and Ethereum remain vulnerable near recent lows, with any recovery hinging on easing geopolitical tensions and macro stability.
Axie Infinity (AXS) is standing out while the broader market chops sideways. After breaking above the $2 level and its 200-day EMA, AXS is showing a cleaner, more sustainable move compared to past spikes.
What’s driving it? • Fresh rotation back into GameFi • Rally emerging from low sentiment (often stronger foundations) • Little sign of early selling or heavy distribution • Balanced spot flows — sellers are in no rush • Clear breakout from a multi-month downtrend
Key levels to watch: 🔹 $2 = critical support 🔹 $3 = first target 🔹 $3.50 = next supply zone if momentum holds
This move feels less like hype, more like repositioning.
XRP started 2026 strong, briefly overtaking BNB as the 3rd-largest crypto. Even as Bitcoin ETF inflows cooled in Q4, XRP-focused funds kept attracting capital — a sign institutions are paying attention.
With Ripple’s SEC case resolved, 75+ money transmitter licenses secured, and 300+ financial institutions using its rails, the foundation looks solid. Ripple’s $4B acquisition spree (Metaco, Hidden Road, Rail, Palisade) plus the launch of RLUSD and its tokenization standard show a clear push toward real-world finance.
Risks remain — mainly Ripple’s large escrow holdings — but with growing adoption and stronger infrastructure, XRP’s long-term case continues to build.
Gold just surged past $4,700 for the first time, jumping nearly 3% to hit $4,725 as the US dollar slid lower. Safe-haven demand is driving the rally, fueled by rising geopolitical tensions and concerns over economic policy stability.
Silver is also shining — up over 6%, trading around $94.45 as investors rotate into precious metals amid uncertainty. With a weaker dollar and growing risk in traditional markets, bullion is becoming the asset of choice.