Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Meta Platforms reported a stronger-than-expected Q4: revenue $59.9B (≈24% YoY), EPS $8.88, and net income about $22.8B. Daily active users across Facebook, Instagram, WhatsApp and Threads reached roughly 3.58 billion. Management flagged a major strategic pivot toward AI infrastructure, forecasting 2026 capital expenditures of $115–$135 billion (the company highlighted a midpoint near $130B) and total 2026 expenses of $162–$169 billion to fund data-center expansion, custom AI chips and large-scale model training. Strong advertising demand and robust cash generation helped offset investor concern about rising AI-related costs. Guidance for Q1 2026 revenue was $53.5B–$56.5B. On the market technicals, Meta stock broke a short-term descending channel and was testing resistance near $740; a successful breakout could push toward $780, while failure risks a pullback toward $670. Momentum indicators (MACD, RSI) showed a bullish bias but not overbought. For traders, the combination of record ad-driven profits and an explicit multi-year AI spending plan signals increased capital deployment into data centers, AI chips and cloud infrastructure — themes that could boost related tech and cloud-infra equities and inform sector rotation. Primary keywords: Meta earnings, Meta stock, AI spending, CapEx. Secondary keywords: Q4 revenue, EPS, advertising revenue, data centers, AI infrastructure.

Binance Coin (BNB) fell 3.88% over the past 24 hours and is trading around $860.56. Price broke local hourly support at $893.20, opening the path to a near-term test of the $850 zone. On a longer timeframe, the key support sits at $864.64; a break below that could accelerate a move into the $830–$850 range. If the weekly candlestick closes at or below current levels, the report warns BNB may test $800–$820 next month. The analysis emphasizes bearish momentum in the midterm while noting BNB remains away from major structural levels. Primary keywords: Binance Coin, BNB price, BNB support, crypto price analysis.

Bitcoin (BTC) slipped under the key $85,000 support level, trading around $84,915 on Binance USDT perpetual futures as of the report. The decline followed recent profit-taking, a stronger US dollar (DXY), and slightly positive exchange inflows that suggested increased selling pressure. On-chain metrics showed Net Unrealized Profit/Loss (NUPL) in the “belief” phase and high miner/network activity, while derivatives markets exhibited elevated open interest and positive funding rates—conditions that heighten liquidation risk. Technical levels to watch: $88,500 resistance, $85,000 psychological pivot, $82,000 immediate support, and roughly $78,500 near the 200-day moving average. Traders should monitor ETF flows, exchange netflows, funding rates, and defense of the $82,000 zone for near-term direction. The report frames the move as a normal correction within bull cycles, noting historical precedents where 20–30% pullbacks occur amid long-term uptrends. This presents potential short-term downside risk for leveraged positions but a possible accumulation opportunity for longer-term holders.

Bitcoin fell to about $84,366 amid a wider market correction, driven by weakness in US equities and disappointing Federal Reserve expectations. BTC lost over 5% during a sharp move that breached $86,000, while many altcoins declined more than 7%. Crypto derivatives saw heavy pain: roughly $421 million in long positions were liquidated in one hour and nearly $700 million over 24 hours. Technical support levels cited include $84,300, $83,700, $80,800 and a possible deeper bottom near $76,000 if selling continues. Separately, remaining unclaimed funds from the 2016 DAO hack are being repurposed into TheDAO Security Fund — a $220 million donation intended to finance Ethereum security research and harden protocol defenses. Organizer Griff Green said the fund will channel significant resources to security researchers and governance efforts. The article notes typical crypto volatility and urges readers to perform their own research.

Spot gold fell 5.45% to $5,200 per ounce in a sharp single-day sell-off, erasing roughly $300/oz from recent highs. The decline saw heavy trading volume and breaches of key technical supports, with April and June futures moving in sync. Primary drivers cited were a stronger US dollar following upbeat jobs and retail sales data, and rising Treasury yields (10-year +25 bps), which increased the opportunity cost of holding non-yielding gold. Algorithmic and threshold-based selling amplified the move. Related assets were hit: gold miners and GDX fell more steeply (~-8.2%), Bitcoin slid roughly 3.1% amid risk-off flows, and the dollar index rose around 1.8%. Analysts note this is a significant correction within a prior bull run driven by inflation and geopolitical uncertainty; $5,000 is the next psychological support while recovery above $5,400 would be needed to restore bullish momentum. Traders should watch Commitment of Traders positioning, physical demand from India/China, central bank buying, real yields, and upcoming macro data to judge whether this is a healthy consolidation or start of a deeper reversal. This report is informational and not trading advice.

Whales holding between 100,000 and 100 million SHIB have sold a combined 32.17 billion SHIB since January 20, 2026, according to Santiment. Concurrently, futures Open Interest for SHIB fell from $145.56M on January 6 to $96.69M, per CoinGlass, signaling reduced derivatives participation. SHIB traded near $0.00000755 (down 3.5%) with 24‑hour volume up 16% to $105.88M — rising volume on a price drop indicates seller conviction. The token is hovering around a key support at $0.00000756; failure to hold that level could see a further 6.5% decline toward $0.0000070. Technicals show the 50‑day EMA above price (bearish) and ADX at 24.44 (weak trend). CoinGlass liquidation data highlights concentrated leveraged exposure: roughly $257.7k in long liquidations at $0.00000743 and $569.8k in short liquidations at $0.00000796. Overall, on‑chain selling by large holders, falling futures OI, bearish moving averages, and concentrated leverage increase near‑term downside risk for SHIB. Primary keywords: SHIB, Shiba Inu, whales dump, futures open interest, support level.

IBM shares jumped about 6% after the company beat fourth-quarter expectations and outlined a 2026 revenue guide above 5%. Q4 revenue was $19.7 billion, with software up 14% and infrastructure up 21%; demand for IBM Z drove a 67% surge in that segment. For full-year 2025 IBM delivered 6% revenue growth and generated $14.7 billion in free cash flow — its highest in over a decade — while adjusted EBITDA rose 17% and operating pretax margins expanded 100 basis points. Software now represents roughly 45% of revenue and posted a 9% annual growth rate. IBM disclosed a cumulative generative AI book of business of $12.5 billion but said it will stop reporting that standalone metric next quarter. Red Hat growth cooled to about 8%–10%, consulting revenue grew 1%, and IBM flagged roughly $600 million of earnings dilution from its planned $11 billion Confluent acquisition. Management reaffirmed a quarterly dividend of $1.68 and expects about $1 billion of free-cash-flow improvement in 2026, while warning of possible near-term pressure from higher taxes, capex and interest. Traders should watch volume sustainability after the premarket surge, AI metric disclosure changes, Red Hat momentum, and guidance implications for margins and free cash flow.

The U.S. Senate Agriculture Committee held a markup hearing on crypto market-structure legislation, allowing senators to debate amendments and vote on the bill after considering edits to text published last week. Committee Chairman John Boozman and lead Democratic negotiator Sen. Cory Booker both said significant progress had been made, but notable disagreements remain — including questions about agency quorum rules and concerns tied to President Trump and his family’s crypto connections. The committee aims to vote on the bill at the end of the hearing; proponents urged coordination to ensure the CFTC is fully staffed and funded. The markup represents a procedural milestone that could move the bipartisan bill closer to a floor vote, though unresolved policy differences mean further negotiation is likely.

Copper, a London-based institutional crypto custody and infrastructure provider, is in early talks about a potential initial public offering, people familiar with the matter said. Investment banks including Goldman Sachs, Citi and Deutsche Bank are reportedly being considered to advise on a listing. Copper said it routinely assesses financing options but is not planning an IPO; a final decision would depend on near-term revenue performance. The move follows last week’s $2 billion IPO of rival BitGo (BTGO), which set a valuation benchmark for custody and infrastructure players but has seen its stock fall about 30% from the IPO price since debut. Copper offers custody built on MPC technology, settlement and prime-brokerage services and has recently strengthened U.S. compliance hires, including appointing Tammy Weinrib as CCO for the Americas and Amar Kuchinad as global CEO. Market momentum toward crypto “plumbing” and institutional infrastructure — driven by greater regulatory clarity and a wave of crypto-related IPOs in 2025 — is prompting infrastructure firms to consider public listings, with investors focusing on recurring revenue, compliance maturity and operational resilience.

Banks are adopting tokenized deposits while treating stablecoins as a separate, riskier category of digital money. Tokenized deposits repack existing bank liabilities on blockchain rails without creating new money, preserving capital, liquidity rules, deposit insurance and supervisory visibility. Stablecoins, by contrast, are typically non-bank liabilities backed by reserve portfolios and sit outside traditional prudential and insurance frameworks, shifting settlement liquidity outside regulated balance sheets. The article argues banks support tokenization because it upgrades settlement speed and programmability but keeps liabilities within the regulated perimeter, reducing issuer risk and consumer burden. Industry experts expect regulatory clarification in 2026 and emphasize infrastructure gaps — chiefly digital identity and verifiable credentials — must be closed to scale on-chain settlement safely. For advisors and traders, the takeaway is that tokenized deposits align on-chain efficiency with legal certainty, while stablecoins remain subject to legal and regulatory uncertainty and therefore different risk profiles.

The US Senate Agriculture Committee has begun a key markup session on the Digital Commodity Intermediaries Act, a long‑awaited bill aiming to clarify oversight of digital asset markets. Lawmakers are debating roughly 11 amendments covering topics such as leadership at the Commodity Futures Trading Commission (CFTC), ethics provisions, and protections against foreign interference. The session is being watched for signs of bipartisan support and which provisions may face resistance; an amendment from Senator Roger Marshall concerning credit card swipe fees remains on the schedule but may not be pushed. The markup represents a pivotal step toward moving US crypto policy beyond enforcement‑centric regulation and could shape how exchanges and intermediaries are regulated going forward. The process is ongoing and outcomes may shift as senators vote on amendments.

Unclaimed funds from the 2016 TheDAO incident are being repurposed to create TheDAO Security Fund, an endowment of about $220 million to strengthen Ethereum security. Key organizers include Griff Green (TheDAO curator and White Hat Group member) and supporters such as Vitalik Buterin and the Ethereum community. The fund will deploy capital for grants across Ethereum mainnet, layer-2s, smart-contract audits, incident response, infrastructure, user protection, opsec, research, and DAO advancement. Allocation details: roughly $13.5 million from curator multisig leftovers and about 70,500 ETH (≈ $206.6 million) in unclaimed ExtraBalance; 69,420 ETH will be staked to generate an ongoing yield (current yield ≈ $8M/year) while some funds remain claimable. Grants will be distributed via DAO-style processes — quadratic funding, retroactive funding, and ranked-choice RFPs — with the Ethereum Foundation setting eligibility and Giveth supporting operators. Eligible recipients may include auditors (Trail of Bits, OpenZeppelin, Quantstamp), security groups (SEAL, SEAL 911), infrastructure and tooling (L2Beat, Safe), and user-safety products (Revoke.cash, Blockaid). The fund aims also to revive DAO tooling and participation. For traders: the move recycles dormant ETH into active staking and ongoing security spending, creating predictable staking demand and signaling institutionalized commitment to hardening Ethereum’s ecosystem.

Messari’s joint report with Escape Velocity values the Decentralized Physical Infrastructure Network (DePIN) sector at about $10 billion and verifies roughly $72 million in on‑chain revenue last year. The research documents a shift from subsidy‑driven token cycles (2018–2022) to projects generating real world recurring revenue across categories such as decentralized wireless (WiFi/5G/IoT), distributed compute and storage, peer‑to‑peer energy, and sensor networks. Many early DePIN tokens remain deeply underwater (down 94–99% from all‑time highs), yet leading projects tracked in Messari’s DePIN Leaders Index (15 projects meeting thresholds of ≥$500k ARR and ≥$30m raised) now show verifiable recurring revenues and trade at roughly 10–25x revenue multiples—levels Messari describes as potentially undervalued versus growth prospects. The report finds DePIN revenues weathered the bear market better than many DeFi and layer‑1 chains; some networks even saw on‑chain revenue rise while token prices fell (examples cited include Helium/ HNT and GEODNET). The sector raised about $1 billion in funding last year and is spawning InfraFi models (stablecoin‑funded infrastructure) such as USDai, Daylight and Dawn. Structural tailwinds include Layer‑2 scalability, improved hardware/IoT integration, clearer regulation and growing enterprise/AI demand. For traders, key on‑chain and off‑chain KPIs to watch are recurring revenue growth, verified on‑chain payments, token supply inflation, liquidity/market structure, and enterprise or AI adoption—signals that could trigger a fundamentals‑driven rerating of DePIN tokens.

Bitcoin has shown muted upside reaction during recent market gains but has been highly sensitive to negative catalysts, leading to renewed declines over the past three months. The latest sell-off followed a US market downturn and a Federal Reserve meeting that offered no dovish signals; traders now expect no rate cuts for at least the next two meetings. Contributing factors cited include stronger-than-expected US employment data, geopolitical tensions with Iran, potential tariff frictions with the EU, political uncertainty around former President Trump, concerns about Fed independence after Chair Powell’s exit, and sustained selling by US-based investors. Technical levels to watch: a potential test of $85,300 for Bitcoin, with a close below possibly pushing price toward $80,700. The article cautions that cryptocurrencies remain highly volatile and urges traders to conduct their own research.

SEC Chair Paul Atkins said regulators should permit limited crypto exposure in 401(k) retirement plans if access is via professionally managed vehicles, institutional custody, and clear guardrails to protect retirees. Atkins’ remarks follow a presidential executive order encouraging broader access to alternative assets, including cryptocurrencies, in retirement accounts. He stressed careful, phased implementation and noted many Americans already have indirect crypto exposure through managed pension funds. The proposal has drawn criticism from Democrats and major unions over volatility, transparency and fiduciary risk; Senator Elizabeth Warren warned retirees could face losses. Some providers (ForUsAll, Fidelity) already permit small crypto allocations—often capped around 3–5%—using institutional custodians such as Coinbase, while Vanguard and many employers remain cautious. Atkins also emphasized interagency coordination with the CFTC to reduce regulatory overlap; CFTC leadership has signaled support for clearer spot-market authority and harmonized rules that could form a U.S. “gold standard” for crypto markets. For traders: the move raises prospects of modest, institutional-driven inflows into major spot markets and custody services if legislation or rule changes enable wider retirement-account access, while regulatory scrutiny and fiduciary constraints may limit allocation sizes and slow adoption.

Global crypto exchange KuCoin announced a strategic partnership with four-time Tour de France winner and current UCI Road World Champion Tadej Pogačar. Unveiled in Vienna under the theme “Trust, Proven by Performance,” the collaboration emphasizes alignment between elite sports discipline and secure, responsible digital finance. KuCoin framed the deal as value-driven rather than a standard sponsorship, highlighting shared principles of preparation, consistency, safety, and risk management. The exchange said the partnership supports its broader push into mainstream culture and reflects its ongoing global expansion: KuCoin serves over 40 million users in 200+ countries and has strengthened compliance and security, citing SOC 2 Type II, ISO 27001:2022, AUSTRAC registration and a MiCA license in Austria. CEO BC Wong described the move as consistent with KuCoin’s focus on scaling responsibly while expanding access to digital asset markets. For traders, the announcement is primarily a marketing and brand-positioning move that reinforces KuCoin’s credibility and regulatory progress rather than signaling direct changes to product offerings or token listings.

Coinbase Global CEO Brian Armstrong confirmed the company has enrolled in the federal TrumpAccounts program and will match the government’s $1,000 savings grant for each eligible employee child. That brings the initial balance for qualifying children to $2,000. TrumpAccounts automatically invests the government contribution in U.S.-based companies for children born 2025–2028; parents control the accounts until beneficiaries turn 18. Armstrong framed Coinbase’s matching pledge as support for early financial literacy and signalled openness to future flexibility, including potential exposure to digital assets like Bitcoin, though current rules restrict automatic investments to domestic equities. The program has attracted major private backers, including Michael and Susan Dell. Unresolved policy questions include the tax treatment of parental and employer contributions and how accounts might integrate crypto investments if rules change.

Regulatory frameworks for stablecoins are now established in major jurisdictions (US, EU, Hong Kong), placing clear operational requirements on issuers and the financial institutions that serve them. Key obligations for stablecoin issuers include licensing/registration, full reserve backing held at licensed banks, transparent reserve disclosure, redemption at par, and compliance with AML/CFT and sanctions rules. Regulators and the FATF expect issuers to perform KYC, conduct VASP due diligence, comply with the Travel Rule, and carry out ongoing risk-based monitoring of on-chain transactions. Guidance distinguishes two monitoring duties: direct customer transaction monitoring and broader ecosystem monitoring to detect misuse across token networks. Banks providing services (operating accounts, reserve custody, settlement) must apply due diligence frameworks that evaluate issuer licensing, governance, financial crime controls, blockchain monitoring capabilities and customer risk profiles. Wolfsberg Group guidance (Sept 2025) advises banks to leverage existing correspondent-banking risk practices and use on-chain data to validate issuer behaviour. The article argues regulatory clarity creates market opportunity: issuers that build robust compliance frameworks can become core infrastructure, and banks that onboard them early can capture growth. Practical compliance can reuse established financial crime controls supplemented by blockchain monitoring tools. Elliptic offers a detailed report, “How to safely issue and bank stablecoins,” with implementation guidance and typologies.

Bitcoin plunged to a six-week low near $85,000 as leveraged liquidations exploded amid rising geopolitical tensions over a potential U.S. strike on Iran. CoinGlass data showed daily liquidations surpassing $650 million, with about half occurring within the last hour and over 190,000 positions wiped out. The single largest liquidation was a $31M position on Hyperliquid. Risk-off sentiment also pushed oil prices higher (U.S. crude +2.5%, Brent near $70) after reports that the U.S. deployed the Abraham Lincoln Carrier Strike Group, while gold fell sharply from an intraday ATH above $5,500/oz to about $5,300/oz. Major cryptocurrencies fell: BTC down ~3% hourly to ~ $85k, ETH rejected at $3,000 and traded near $2,800, XRP down 3.5%, SOL down 3.7%; altcoins broadly underperformed. Traders faced heightened volatility and forced deleveraging as geopolitical news triggered rapid market moves and concentrated margin calls.

MoonPay has integrated Chainalysis blockchain intelligence and KYT alerts directly into Unit21’s case-management platform to centralize compliance, investigations, and alert workflows. Facing rapid global growth (over 30 million users and 500 partners), MoonPay sought a single environment to handle rising alert volumes, more complex on-chain activity, and evolving regulatory demands. The integration streams Chainalysis KYT data and on-chain analysis into Unit21 via API, enabling investigators to triage alerts, screen wallets, trace funds, and complete suspicious-activity reporting without switching tools. MoonPay’s Senior Director of Financial Crime Compliance, Brian Higdon, emphasized data quality and described compliance as a strategic growth engine rather than a cost center. The combined solution aims to increase investigative speed, reduce customer friction, centralize approvals and reporting, and scale MoonPay’s compliance operations globally.

Iran’s First Vice President Mohammad Mokhber said on January 29 that the current government has remained on a war footing since taking office. Tehran stated it will not initiate conflict but warned that it will mount a firm defense if invaded, asserting that “the outcome of a war will not be decided by the enemy.” The comments frame Iran’s posture as defensive amid regional tensions and signal readiness for military response if attacked. Key points: Iran maintains high readiness; official reassurance of non-aggression; clear warning of decisive self-defense.

Spot gold fell sharply on Jan 29, briefly slipping below $5,300 per ounce and erasing intraday gains. At the time of reporting, spot gold was down about 2.46%. The move represents a short-term sell-off in the precious metals market; the report provides market information only and does not constitute investment advice.

Bitcoin’s price remains below the key $90,000 resistance despite a recent bounce. Two on-chain indicators — Network Growth and the Risk Index — are converging, according to Bitcoin Vector. Historically, alignment of Network Growth (rising or recovering network activity) and a declining Risk Index has preceded sizable bullish trends for BTC. Bitcoin Vector also notes a bullish divergence forming with the Relative Strength Index (RSI), which has in prior setups produced double-digit short-term gains; a return toward $95,000 is flagged as plausible if momentum continues. Market behavior shows retail investors selling while whales accumulate, with a shifting sell-wall structure: the $90,000 sell wall has disappeared, $86,000 remains, and a new wall is forming near $95,000. Traders should watch Network Fundamentals, Liquidity, and BTC Dominance — their continued improvement alongside the indicator confluence would strengthen the bullish case. Key keywords: Bitcoin, BTC, Network Growth, Risk Index, RSI, whales, sell wall, liquidity.

Bitcoin’s realized capitalization reached a new high, indicating fresh capital entering the network rather than price-driven trading. Realized cap — valuing coins by their last on-chain movement — climbed as long-term holder (LTH) selling, which peaked in late 2025, ebbed and returned toward accumulation. On-chain metrics show the market absorbed prior distribution without a sustained price crash, weakening the legacy supply overhang that often signals cycle tops. Price action on BTC/USDT perpetuals hovered near $89,000 after failing to secure a clean close above the yearly high (~$98,000). Technical structure suggests that a weekly close above ~$98,000 would reopen the path toward prior cycle highs, with the next major target around $110,000. Current conditions point to a reset/consolidation phase with continued capital inflows and reduced LTH selling, implying recovery attempts rather than confirmed trend continuation. Key keywords: Bitcoin, realized cap, long-term holders, on-chain, $110K, BTC/USDT, yearly high.

Ethereum futures open interest (OI) has recovered to pre–Oct. 10 levels even though Ether (ETH) spot price remains roughly 32% below its early-October highs. Binance futures data show open interest rising through November–January, indicating renewed leveraged participation despite compressed spot momentum and resistance around $3,200–$3,500. Analyst Ted Pillows flagged the divergence between growing derivatives exposure and lagging price, noting higher speculative risk concentration. Trader Heisenberg (@Mr_Derivatives) highlighted a technical “deja vu” setup: a prior 47% drawdown, a multiweek basing phase, then rebounds of ~33% and later ~47% that pushed price toward the $4,000 area. Heisenberg suggests a similar pattern could repeat if momentum and RSI trends continue improving, but he warns the setup could fail. At the time of the chart, ETH traded near $2,956 with RSI in the mid-40s. Key takeaways for traders: rising open interest signals increased leverage and liquidity in futures markets; price must clear the $3,200–$3,500 zone to validate bullish continuation toward $4,000; risk of liquidation and volatility remains elevated while spot demand lags derivatives positioning.

Tokyo-based Bitcoin treasury firm Metaplanet announced a private placement to raise about ¥20.7–21.0 billion (~$135–137M) by issuing 24.53 million new shares at ¥499 each plus 0.65 warrants per share (≈15.94 million warrants total) exercisable at ¥547 for one year. Upfront proceeds (~¥12.24B) will be used for staged Bitcoin purchases, partial debt repayment (≈¥5.1–5.2B) and expansion of its Bitcoin income-generation business; full warrant exercise would add ~¥8.8–8.9B. Payment and allotment are scheduled for Feb. 13, 2026; the warrant exercise window runs Feb. 16, 2026–Feb. 15, 2027. Metaplanet holds ~35,102 BTC (fourth-largest corporate treasury) and recently recorded a ¥104.6B impairment on its Bitcoin holdings. The stock fell about 4% to ¥456 on the announcement, reflecting investor concern over short-term dilution despite the issuance price representing roughly a 5% premium to the prior close. Traders should note key parameters (issue price ¥499, warrant strike ¥547, total raise ~¥21B, allocated BTC buy ~¥14B) and weigh dilution risk from warrants against balance-sheet de-leveraging and continued corporate Bitcoin accumulation, which may influence short-term price pressure and longer-term demand dynamics for BTC.

Hang Seng Investment Management listed the Hang Seng Gold ETF (HKEX: 3170) on the Hong Kong Stock Exchange. The passive ETF tracks the LBMA Gold Price AM and holds LBMA‑good delivery physical gold stored in Hong Kong vaults, with HSBC appointed custodian. Units trade in HKD with a board lot of 50, an estimated ongoing charge of 0.40% (including a 0.25% management fee) and an expected tracking difference around -0.50%. Creation and redemption are available to authorised participants in cash and, in some cases, physical gold; retail investors can buy and sell units on‑exchange like shares. Separately, Hang Seng has proposed a regulated tokenized share class for the fund. HSBC will act as tokenization agent, issuing digital tokens on the Ethereum blockchain that represent full or fractional ETF units and recording subscription/redemption activity on‑chain. Tokenized units will not be freely tradable on public crypto markets at launch — creation/redemption and issuance are restricted to approved distributors and require regulatory clearance; other public chains may be used later if they meet security and resilience standards. The launch coincided with other HKEX ETF listings and initial market data showed a notable positive debut for the gold ETF. For crypto traders, the development is a regulated experiment linking traditional bullion custody with blockchain recordkeeping and signals cautious institutional adoption of tokenization under strict distribution controls.

On-chain metrics indicate Bitcoin’s bull cycle remains active despite extended price consolidation. Realized capitalization reached new all-time highs, signalling continued real capital inflows into the network even as BTC traded around $87,700 with ~ $49.6 billion 24‑hour volume. Long-term holders attempted to distribute in late 2025 but selling pressure was absorbed, and those holders have returned to accumulation. Analysts note Bitcoin has been range-bound between roughly $80,000–$120,000 for about 18 months; the recent correction from peak was ~36%. Key technical support at $87,600 held after the latest Fed meeting, and liquidity clusters around $91,180 are potential upside targets. Market commentary argues the current setup resembles consolidation before continuation rather than a cycle top: rising realized cap, failed distribution by smart money, and renewed accumulation together support a bullish case, though outcomes are not guaranteed.

The crypto market sold off on Jan. 29 as gold and crude oil prices jumped amid rising odds of a US attack on Iran. Bitcoin fell from a year-to-date high of about $94,000 to roughly $87,000 (down ~3–4%), while Ethereum slipped toward $2,930 and BNB moved near $890. Total crypto market capitalization dropped to just over $2.8 trillion. Top 24‑hour losers included CHZ, RIVER, RNDR, MNT and ZRO (each down more than 7%). Precious metals and oil rallied — gold has seen double-digit gains this year driven by ETF inflows, and Brent crude topped $70, up nearly 20% from its recent low. Political risk rose after markets priced more than 70% odds (per Polymarket) of a US attack on Iran this year following statements from former President Trump. Traders interpreted the episode as another instance where Bitcoin and most cryptocurrencies behaved as risk assets rather than safe havens, prompting rotation into gold and oil. Key takeaways for traders: rising geopolitical risk can drive short-term crypto weakness and rotate capital into commodities; watch BTC support near mid‑$80k, ETH near $2.9k, and macro headlines (Middle East developments, ETF flows into gold, oil price moves) for near-term directional cues.