Market Signal Briefing

, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Alexandria Real Estate Equities, Inc. ("Alexandria" or "the Company") (NYSE: ARE) for violations of the securities laws.

The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Alexandria reported its Q3 2025 financial results on October 27, 2025. The Company revealed quarterly earnings that failed to match analyst expectations, declining revenues, and a 7% decline in adjusted funds from operations. Based on this news, shares of Alexandria fell by almost 19.2% on the next day.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:

The Schall Law Firm 
Brian Schall, Esq.
310-301-3335
[email protected]
www.schallfirm.com

SOURCE The Schall Law Firm

, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Perrigo Company plc ("Perrigo" or "the Company") (NYSE: PRGO) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of PRGO during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: February 27, 2025 to November 4, 2025
DEADLINE: January 16, 2026

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Following Perrigo's acquisition of Nestlé's baby formula business, it was revealed that the unit suffered from significant underinvestment in maintenance and repairs. The Company was forced to make large investments to remedy its failures. Based on these facts, Perrigo's public statements were false and materially misleading throughout the class period.

If you are a shareholder who suffered a loss, contact us to participate.

WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.

Join the case to recover your losses.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]

SOURCE DJS Law Group LLP

Analyst’s Disclosure:I/we have a beneficial long position in the shares of EPD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Sprouts Farmers Market, Inc. ("Sprouts" or "the Company") (NASDAQ: SFM) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of SFM during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: June 4, 2025 to October 29, 2025

DEADLINE: January 26, 2026

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Sprouts misled the market about the resilience of its consumer base, its strength against competitors, and its ability to withstand macroeconomic pressure. The Company's failures were revealed by its disappointing Q3 performance and lowered expectations for Q4 based on "challenging year-on-year comparisons as well as signs of a softening consumer." Based on these facts, Sprout's public statements were false and materially misleading throughout the class period.

If you are a shareholder who suffered a loss, contact us to participate.

WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.

Join the case to recover your losses.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]

SOURCE DJS Law Group LLP

, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Integer Holdings Corporation ("Integer" or "the Company") (NYSE: ITGR) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company's securities between July 25, 2024 and October 22, 2025, inclusive (the "Class Period"), are encouraged to contact the firm before February 9, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Integer exaggerated its competitive positioning in the electrophysiology ("EP") market. The Company suffered a weakening in sales of several different EP devices. The Company falsely claimed EP devices would be a long-term growth driver within the cardio and vascular ("C&V") segment. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Integer, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.             

CONTACT:

The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE The Schall Law Firm

, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Bitdeer Technologies Group ("Bitdeer" or "the Company") (NASDAQ: BTDR) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Shareholders who purchased shares of BTDR during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.

CLASS PERIOD: June 6, 2024 to November 10, 2025

DEADLINE: February 2, 2026

CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Bitdeer concealed the fact that mass production of the SEAL04 chip would not being in Q2 2025 as expected. The Company misled investors about the status of the overall SEALMINER A4 project. Based on these facts, Bitdeer's public statements were false and materially misleading throughout the class period.

If you are a shareholder who suffered a loss, contact us to participate.

WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.

Join the case to recover your losses.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:

David J. Schwartz

DJS Law Group

274 White Plains Road, Suite 1

 Eastchester, NY 10709

Phone: 914-206-9742

Email: [email protected]

SOURCE DJS Law Group LLP

, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against SLM Corporation a/k/a Sallie Mae ("SLM" or "the Company") (NASDAQ: SLM) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company's securities between July 25, 2025 and August 14, 2025, inclusive (the "Class Period"), are encouraged to contact the firm before February 17, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. SLM suffered from a considerable increase in early stage delinquencies. The Company overstated its loss mitigation abilities and loan modification programs. The Company downplayed the changes for an increase in private education loan ("PEL") delinquency rates. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about SLM, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.             

CONTACT:

The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE The Schall Law Firm

, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces the filing of a class action lawsuit against Klarna Group plc ("Klarna" or "the Company") (NYSE: KLAR) for violations of the federal securities laws.

Investors who purchased the Company's securities pursuant and/or traceable to the Company's Offering Documents issued in connection with its initial public offering ("IPO") conducted on September 10, 2025 are encouraged to contact the firm before February 20, 2026.             

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Klarna downplayed the risk of its loss reserves increasing substantially within months of its IPO. The Company was aware or should have known that given the risk profile of its customer base, loss reserve increases were actually likely in the months following the IPO. Based on these facts, the Company's public statements were false and materially misleading throughout the IPO period. When the market learned the truth about Klarna, investors suffered damages.

Join the case to recover your losses.

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:

The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]

SOURCE The Schall Law Firm

EQTEC PLC (AIM:EQT) shares soared in Wednesday's early trade, rising over 50%, after it announced a complementary strategic expansion that aims to build on its waste-to-value gasification platform with selective exposure to capital-light resource assets linked to global electrification

The company said it is targeting critical and precious metals including copper, gold and rare earth elements, alongside its core gasification technology, to introduce nearer-term cash-flow opportunities.

“Selective, capital-light exposure allows us to balance the portfolio and introduce nearer-term value inflexion points while remaining aligned with the same electrification and decarbonisation drivers," said chief executive James Parsons.

He added: "Since joining EQTEC, my focus has been on sharper execution, capital discipline and commercial outcomes, and that remains unchanged. I am confident in the medium-term potential of our gasification technology and team and in its ability to deliver scalable returns as multiple reference plants come onstream."

EQTEC, meanwhile, noted constructive engagement with lenders and said discussions are advanced regarding a comprehensive restructuring of its existing debt facilities, aimed at deleveraging the balance sheet and improving liquidity.

In London, the nanocap shares were up 55.45% changing hands at 0.086p.

-

HSINCHU, Taiwan--(BUSINESS WIRE)--SemiLEDs Corporation (NASDAQ: LEDS), “SemiLEDs” or the “Company,” a developer and manufacturer of LED chips and LED components, today announced its financial results for the first quarter of fiscal year 2026, ended November 30, 2025.

Revenue for the first quarter of fiscal 2026 was $2.6 million, compared to $13.2 million in the fourth quarter of fiscal 2025. GAAP net loss attributable to SemiLEDs stockholders for the first quarter of fiscal 2026 was $742 thousand, or $(0.09) per diluted share, compared to a net loss of $1.2 million, or $(0.15) per diluted share, in the fourth quarter of fiscal 2025.

GAAP gross margin for the first quarter of fiscal 2026 decreased to 1%, compared to 2% for the fourth quarter of fiscal 2025. Operating margin for the first quarter of fiscal 2026 increased to negative 39%, compared with negative 7% for the fourth quarter of fiscal 2025. The Company’s cash and cash equivalents were $2.9 million at November 30, 2025, compared to $2.6 million at the end of the fourth quarter of fiscal 2025.

About SemiLEDs

SemiLEDs develops and manufactures LED chips and LED components for general lighting applications, including street lights and commercial, industrial, system and residential lighting, along with specialty industrial applications such as ultraviolet (UV) curing, medical/cosmetic, counterfeit detection, horticulture, architectural lighting and entertainment lighting. SemiLEDs sells blue, white, green and UV LED chips.

Forward Looking Statements

This press release contains statements that may constitute “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact could be deemed forward-looking, including any statements about historical results that may suggest trends for SemiLEDs’ business; any statements of the plans, strategies and objectives of management for future operations; any statements of expectation or belief regarding recovery of the LED industry, market opportunities and other future events or technology developments; any statements regarding SemiLEDs’ position to capitalize on any market opportunities; and any statements of assumptions underlying any of the foregoing. These forward-looking statements are based on current expectations, estimates, forecasts and projections of future SemiLEDs’ or industry performance based on management’s judgment, beliefs, current trends and market conditions and involve risks and uncertainties that may cause actual results to differ materially from those contained in the forward-looking statements. SemiLEDs’ Annual Report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) and other SemiLEDs filings with the SEC (which you may obtain for free at the SEC’s website at http://www.sec.gov) discuss some of the important risks and other factors that may affect SemiLEDs’ business, results of operations and financial condition. SemiLEDs undertakes no intent or obligation to publicly update or revise any of these forward looking statements, whether as a result of new information, future events or otherwise, except as required by law.

SEMILEDS CORPORATION AND SUBSIDIARIES

Unaudited Condensed Consolidated Balance Sheets

(In thousands of U.S. dollars)

November 30,

August 31,

2025

2025

ASSETS

CURRENT ASSETS:

Cash and cash equivalents

$

2,889

$

2,593

Accounts receivable (including related parties), net

1,867

3,588

Inventories, net

3,923

4,776

Prepaid expenses and other current assets

1,567

345

Total current assets

10,246

11,302

Property, plant and equipment, net

2,497

2,713

Operating lease right of use assets

1,076

1,141

Intangible assets, net

109

100

Investments in unconsolidated entities

55

65

Other assets

248

272

TOTAL ASSETS

$

14,231

$

15,593

LIABILITIES AND EQUITY

CURRENT LIABILITIES:

Current installments of long-term debt

$

1,262

$

1,274

Accounts payable

1,586

5,027

Accrued expenses and other current liabilities

6,778

3,776

Other payable to related parties

1,152

1,161

Operating lease liabilities, current portion

139

145

Total current liabilities

10,917

11,383

Long-term debt, excluding current installments

308

434

Operating lease liabilities, less current portion

937

996

Total liabilities

12,162

12,813

Commitments and contingencies

SHAREHOLDERS‘ EQUITY:

Common stock

—

—

Additional paid-in capital

188,978

188,939

Accumulated other comprehensive income

3,644

3,652

Accumulated deficit

(190,553

)

(189,811

)

Total shareholders' equity

2,069

2,780

TOTAL LIABILITIES AND EQUITY

$

14,231

$

15,593

SEMILEDS CORPORATION AND SUBSIDIARIES

Unaudited Condensed Consolidated Statements of Operations

(In thousands of U.S. dollars and shares, except per share data)

Three Months Ended

November 30, 2025

August 31, 2025

Revenues, net

$

2,569

$

13,225

Cost of revenues

2,551

12,996

Gross profit

18

229

Operating expenses:

Research and development

356

362

Selling, general and administrative

703

853

Gain on disposals of long-lived assets, net

(30

)

—

Total operating expenses

1,029

1,215

Loss from operations

(1,011

)

(986

)

Other income (expenses):

Investment loss from unconsolidated entities

(9

)

(936

)

Interest expenses, net

(12

)

(11

)

Other income, net

269

286

Foreign currency transaction gain, net

21

453

Total other income (expense), net

269

(208

)

Loss before income taxes

(742

)

(1,194

)

Income tax expense

—

—

Net loss

$

(742

)

$

(1,194

)

Net loss per share attributable to SemiLEDs stockholders:

Basic and diluted

$

(0.09

)

$

(0.15

)

Shares used in computing net loss per share attributable
to SemiLEDs stockholders:

Basic and diluted

8,226

8,224

More News From SemiLEDs Corporation

Back to Newsroom

By PYMNTS  |  January 14, 2026

 | 

Walmart’s online business is no longer defined by how far it trails Amazon, but by how quickly it is changing the structure of the retail race.

That is the central insight of “Walmart Aims at Closing Amazon Online Sales Gap,” the latest edition of the PYMNTS Intelligence “Share of Wallet: Amazon vs. Walmart” series. The report examines how the two largest U.S. retailers capture online consumer spending and how their strategies are diverging as digital commerce matures.

The report demonstrates that Amazon remains the clear leader in scale. Walmart, however, is compressing the distance through steady gains that reflect a broader shift in how Americans shop for essentials.

The headline numbers confirm Amazon’s dominance. In the third quarter of 2025, Amazon captured more than half of all U.S. eCommerce retail spending. Walmart’s share remained below 10%.

Yet those figures alone miss the story forming underneath. Walmart’s online sales now account for roughly one-fifth of its total U.S. business, a share that has nearly doubled since early 2022. Over the same period, Walmart’s eCommerce growth has outpaced Amazon’s by a wide margin. The result is not a reversal of leadership, but a narrowing of trajectories.

Several data points illustrate how the balance is shifting.

Advertisement: Scroll to Continue

Amazon captured 56% of total U.S. online retail spending in Q3 2025, compared with Walmart’s 9.6% share. Walmart’s eCommerce sales grew 27.2% year over year in the third quarter, nearly three times Amazon’s 9.6% growth rate. Since Q1 2022, Walmart’s online sales have increased by 115.6%, compared with 63.2% growth for Amazon over the same period. Beyond market share, the report highlights how category mix is shaping each company’s digital future. Amazon has built commanding positions in discretionary segments such as books, media, sporting goods and consumer electronics, where its online share exceeds 60% and in some cases reaches more than 75%.

In those categories, Amazon effectively defines the digital marketplace. Walmart’s advantage lies elsewhere. Food and beverage remain the largest and most contested battleground, and Amazon still controls only about 14% of online grocery spending. Walmart’s physical scale and role as a primary food supplier give it a structural edge as grocery buying shifts online.

The pace of growth also reflects different rhythms. Amazon’s online sales follow the retail calendar, spiking around Prime Day and the holiday season. Walmart’s growth is steadier, mirroring its focus on everyday needs rather than episodic spending. That consistency has allowed Walmart to convert store traffic into digital adoption through pickup, delivery and omnichannel fulfillment. Online shopping becomes part of routine household behavior rather than an event.

The report also underscores that this race is not only about technology investment. It is about economics and trust. Walmart’s expansion online has been fueled by its ability to leverage a nationwide store network to reduce delivery costs and improve speed. Amazon continues to rely on scale, logistics density and marketplace breadth.

Each approach produces different margins, different customer expectations and different risks.

Taken together, the findings suggest that the U.S. eCommerce market is entering a phase where leadership is stable but competitive pressure is rising. Amazon remains the largest player by a wide margin. Walmart is not replacing it. Walmart is redefining itself.

That shift matters for brands, suppliers and payment providers that depend on where and how consumers choose to spend online. The gap is still wide. The direction is clear.

At PYMNTS Intelligence, we work with businesses to uncover insights that fuel intelligent, data-driven discussions on changing customer expectations, a more connected economy and the strategic shifts necessary to achieve outcomes. With rigorous research methodologies and unwavering commitment to objective quality, we offer trusted data to grow your business. As our partner, you’ll have access to our diverse team of PhDs, researchers, data analysts, number crunchers, subject matter veterans and editorial experts.

See More In: Amazon, data point, ecommerce, featured insights, Featured News, News, omnichannel commerce, Payments Intelligence, PYMNTS Intelligence, PYMNTS News, The Data Point

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

U.S. spot bitcoin exchange-traded funds reported their largest daily net inflows since Oct. 7, 2025, signaling the return of institutional demand following year-end portfolio rebalancing.

According to data from SoSoValue, the spot bitcoin ETFs reported $753.7 million in net inflows on Tuesday, marking a three-month high. Fidelity's FBTC led with $351 million, followed by $159 million into Bitwise's BITB, while BlackRock's IBIT added $126 million.

"The Bitcoin ETF inflows represent a resurgence of institutional demand, signaling that investors are aggressively reallocating capital after a period of year-end caution and de-risking late last year," said Nick Rick, director of LVRG Research. 

Inflows into bitcoin ETFs were matched by Ethereum ETFs, which posted $130 million in positive flows on Tuesday across five funds.

Vincent Liu, CIO of Kronos Research, said that inflows reflect improving macro clarity, marked by the latest U.S. consumer price index data and the progress of the crypto market structure legislation in Washington.

Tuesday's U.S. CPI data revealed that prices remain elevated but have cooled from their peak. This bolsters the case for potential interest rate cuts, likely increasing investor appetite for risk assets.

Meanwhile, the U.S. Senate Banking Committee is preparing for Thursday's markup of the market structure bill, which is expected to amend and vote on legislation that will bring further clarity to digital assets.

Heightened confidence among investors is also reflected in the retail crypto market. Bitcoin rose 3% in the past 24 hours to trade at $94,610, while ether gained 6.21% to change hands at $3,324.

"[The rally] is driven by sustained ETF inflows absorbing supply well beyond miner issuance, creating a structural tailwind," Liu said. "Improving regulatory clarity and the unwind of over-leveraged short positions further accelerated price action, with the rally notably led by spot demand rather than leverage."

LVRG's Ruck noted that the current market momentum signals a "healthy reset" from the decline during the last quarter.

Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.

© 2026 The Block. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

PI is slightly up in the past 24 hours but not as impressive as other alts.

The cryptocurrency markets have rallied over the past 24 hours, perhaps led by more optimism on the rate-cut front in the United States.

The CPI data that came out yesterday was once again lower than expected, which only reaffirmed the POTUS’s claims that the rates should be lowered during the late January FOMC meeting, even though previous reports said Powell would pause the cuts.

Bitcoin’s price surged to a two-month high of $96,600, while many altcoins have marked significant gains. Although also in the green, Pi Network’s native token has failed to follow suit, and it’s up by only 1.5% in the past 24 hours.

Pi Network (PI) Price on CoinGecko This has been an evident trend for the token for the past few months. Its performance has been quite different from that of most other altcoins. In November, when the market was crashing, PI remained relatively still and even charted some gains at one point.

In early January 2026, when BTC surged toward $95,000 and some alts were up by double digits, PI stood behind and couldn’t break out from its $0.20 and $0.22 consolidation range.

The landscape appears similar, at least for the time being. PI’s minor daily increase hasn’t provided the necessary push for a more profound breakout. As usual, the project’s community appears bullish, posting numerous price predictions on X with some ridiculous targets of $100 or even $314 per token, which are unattainable at this point, to say the least.

However, some popular AI models believe there’s a minor chance of a sustained breakout from PI unless there’s a major catalyst coming from the project itself. The latest update, published at the end of last week, couldn’t do the job for now.

You may also like: Bitcoin (BTC) Plunges Before the FOMC Meeting, Pi Network (PI) Soars by 15%: Market Watch Tags:

Dash (DASH) price latest rally marks a clear range breakout, confirmed by a sharp influx of trading volume, placing the rally firmly in the spotlight. 

As sector rotation was in play, DASH price rallied over 30% intraday, trading at $58.83. Following several weeks of price consolidation, DASH price escaped the range with a sharp breakout.

While the move is technically significant, its strength is better judged by how on-chain metrics behavior reacted to the surge.

DASH Price Outlook: Momentum Builds, But Structure Still MattersFrom a technical standpoint, DASH’s price action reflects a range breakout followed by consolidation. This rapid price surge backed by trading volume rise, indicating that bulls have gained dominance.

Furthermore, a sign of trend reversal was witnessed as key EMAs turned positive. DASH price action signals a shift in short-term market sentiment as sector rotation may continue to push prices even higher ahead.

Furthermore, momentum indicators support this view. The daily RSI has moved into the bullish territory. It reveals potential continuation of bullishness may be seen ahead.

The Money Flow Index (MFI) started trending upwards, showing rising liquidity entering the market. Overall key indicators reinforce the directional strength. 

Also, short-term key EMAs have begun to slope upward, offering dynamic support beneath price. Amidst the sharp reversal, DASH price flipped its resistance zone of $50 into support level. If buying pressure continues, the DASH price may reach $70 towards the next supply zone. 

As long as DASH price holds the $50 level, the breakout structure remains intact. A dip below the $50 mark would shift the setup toward a profit booking scenario.

On-Chain Metrics Reflect Bullish OutlookDerivatives data from Coinglass suggests that DASH’s price rally is being accompanied by growing market confidence. 

The Open Interest (OI) has surged 93% alongside a price surge of 30% in the intraday session, implying bullish positioning.

Beyond the derivatives data, capital flow data adds an important layer. Total Value Locked (TVL) remained positive, suggesting that the capital is flowing into the ecosystem. 

Taken together, OI surge, rising trading volume and TVL data point toward a rally driven by structured positioning rather than speculative excess. This setup keeps upside potential intact while limiting immediate downside risk.

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Cooling inflation and post–year-end rebalancing help draw institutional money back into spot bitcoin funds.

IP and PEPE lead the charge on January 14.

Bitcoin’s price actions experienced a substantial uptick over the past 24 hours or so, as the asset surged to a new multi-month peak of around $96,500 on most exchanges.

Most altcoins have followed suit, with ETH pumping above $3,300, ADA skyrocketing by over 8%, and XLM rocketing by 9%.

BTC Sees 2-Month Peak Bitcoin had a sluggish weekend in which it remained sideways below $91,000 after it was rejected at $92,000 last Friday. The bulls woke up on Monday, pushing it to $92,400 on a couple of occasions, but they couldn’t keep the rally going.

This changed on Tuesday, though. First, the US CPI numbers came out lower than expected and provided a necessary push to $92,400. BTC maintained that level this time, and the subsequent speech by US President Donald Trump, which triggered a lot of headlines, was likely behind the following BTC rally.

In the span of just a few hours, the cryptocurrency surged by four grand and tapped $96,500 for the first time in two months. Since then, it has lost some steam but still trades around $95,000. Its market cap has climbed to just under $1.9 trillion, while its dominance over the alts stands still at 56.9% on CG.

BTCUSD Jan 14. Source: TradingView Alts on the Run Ethereum is among the top performers from the larger-cap alts. It has rocketed by more than 6% and now trades above $3,300 after slipping below $3,100 just days ago. XRP has neared $2.15 after a 4% increase, BNB is close to $940, while SOL is at $144.

Cardano’s native token has surged by over 8% to $0.42. XLM has skyrocketed by 9% to $0.24, while LINK and DOGE are up by 6-7%.

Even more impressive gains come from IP (28%), PEPE (14%), ICP (14%), PUMP (12%), ENA (11%), and ARB (10%).

The cumulative market cap of all crypto assets has added over $110 billion since this time yesterday and is up to $3.330 trillion on CG.

Cryptocurrency Market Overview Daily January 14. Source: QuantifyCrypto

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On-chain data shows the Bitcoin Sell-Side Risk Ratio has plummeted recently. Here’s what this could suggest for the cryptocurrency.

Bitcoin Sell-Side Risk Ratio Has Fallen To Multi-Year Lows In a new post on X, Glassnode analyst Chris Beamish has talked about the latest trend in the Bitcoin Sell-Side Risk Ratio, an on-chain indicator that keeps track of the ratio between the sum of all profits and losses realized on the network and the cryptocurrency’s Realized Cap.

The Realized Cap here refers to a capitalization model that calculates BTC’s total value by assuming that the value of each coin in circulation is equal to the price at which it was last transacted on the blockchain.

The last transfer price of any token is likely to represent its cost basis, so the Realized Cap measures the sum of the cost bases of the total BTC supply. In other words, it represents the total amount of capital that the investors have put into the cryptocurrency.

As such, the Sell-Side Risk Ratio tells us about how the amount of profit and loss that Bitcoin investors are realizing compares against the total capital stored in the asset.

Now, here is the chart for the indicator shared by Beamish that shows how its value has changed over the last few years:

The value of the metric seems to have plummeted in recent weeks | Source: @ChrisBeamish_ on X As displayed in the above graph, the Bitcoin Sell-Side Risk Ratio shot up to a notable value with the price crash in November. This suggests that investors took a large amount of profit and loss alongside the volatility.

Since this high, the indicator’s value has seen a steep drop and has returned to the lowest level since October 2023. The analyst has noted that this points to “subdued conviction behind distribution at current price levels.”

Typically, market volatility tends to be low when these conditions form, so it only remains to be seen how the price of the cryptocurrency will develop in the near future.

In some other news, demand from the Bitcoin retail investors has been missing recently, as CryptoQuant author IT Tech has pointed out in an X post. The indicator cited by IT Tech is the 30-day change in the Retail Investor Demand, measuring the percentage change in the volume associated with the small hands (transactions valued at less than $10,000).

Looks like the value of the indicator has been negative recently | Source: @IT_Tech_PL on X As is visible in the chart, the 30-day change in the Bitcoin Retail Investor Demand has been declining inside the negative zone recently, implying that the activity of the retail entities has been going down. The indicator’s trend hasn’t changed even after the recent recovery surge.

BTC Price At the time of writing, Bitcoin is trading around $94,300, up more than 3% over the last 24 hours.

The trend in the price of the coin over the last month | Source: BTCUSDT on TradingView Featured image from Dall-E, chart from TradingView.com

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Crypto trader and analyst Michaël van de Poppe says Bitcoin is about to hit $100,000.

In a series of market updates, Poppe says the original and largest crypto asset will reach the psychological milestone in a matter of days.

“There we go. Bitcoin breaks upwards. Holds the 21-Day MA. Multiple tests of that moving average held as support. Makes constant higher lows higher highs.

It’s quite clear that this is going to run to $100K in the coming week and that dips are for buying. The bull market hasn’t died, it’s about to start.”

Source: X/Michaël van de Poppe BTC has surged from $91,200 to as high as $95,804 in the last 24 hours, landing at 95,455 at time of publishing.

Poppe also likes how altcoins are shaping up, highlighting the price of Optimism (OP).

“Ideally, this is what you’d prefer to see on the Altcoin markets.

A breakout through the 21-Day MA for the first time in six months. Then; a strong retest of the 21-Day MA area to hold. Another new high being created.

That’s the start of a new uptrend, and OP looks like it’s starting one.”

Source: X/Michaël van de Poppe

Boomers Aren’t Trading BTC — They’re Locking It Up as Bitcoin ETF Assets Top $120 BillionBitcoin ETF assets surpassed $120 billion as long-term holders quietly absorb supply instead of trading.ETF demand now exceeds new Bitcoin supply, but willing sellers are masking the impact.A supply vacuum may form if long-term holders stop distributing into persistent ETF inflows.The era of Bitcoin ETFs (exchange-traded funds) is increasingly being defined by long-term capital that appears content to sit tight, rather than by fast money or speculative churn.

As net assets across US spot Bitcoin ETFs approach $120 billion, analysts say the composition of holders — and their behavior — is quietly reshaping Bitcoin’s supply-demand dynamics in ways that may not show up in price action until much later.

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Total Net Assets for Bitcoin ETFs Top $120 BillionData from the crypto research platform SoSoValue shows that the total net assets for spot Bitcoin ETFs were $123 billion as of January 14, after inflows reached $753 million. The last time ETF inflows were this high was on October 7, 2025, marking a three-month high.

It also marks a significant climb after the $117 million inflows recorded on Monday, suggesting an increasing appetite among institutional investors.

Bitcoin ETF Flows. Source: SoSoValueBloomberg ETF analyst Eric Balchunas argues that recent ETF flows point to a structural shift in investor mindset, particularly among older allocators.

“This tracks with the stickiness of the assets,” Balchunas wrote on X. “The boomers are not tourists. Which is smart IMO. If you’re going to buy BTC, data shows you should commit to at least a four-year holding period, like a self-imposed lock-up period.”

That framing matters because it challenges the assumption that Bitcoin ETF inflows are inherently short-term or momentum-driven.

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Instead, a growing share of demand appears to be coming from investors treating Bitcoin as a strategic allocation, closer to gold and silver than a high-beta tech trade.

Meanwhile, fresh survey data from Bitwise and VettaFi reinforce that view. According to Bitwise CIO Matt Hougan, 99% of financial advisors who allocated to crypto in 2025 plan to maintain or increase their exposure in 2026.

99% of financial advisor who allocated to crypto in 2025 plan to increase or maintain their exposure in 2026. @EricBalchunas @JSeyff

(Data from the just-published 8th annual Bitwise/VettaFi Benchmark Survey of Financial Advisor Attitudes Towards Crypto Assets.) pic.twitter.com/ICANsniQ2Z

— Matt Hougan (@Matt_Hougan) January 13, 2026 The data from the recently published 8th annual Bitwise/VettaFi Benchmark Survey of Financial Advisor Attitudes Towards Crypto Assets suggests that advisor conviction is strengthening, even after Bitcoin’s sharp run-up.

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Why Bitcoin Hasn’t Gone Parabolic Yet — and What Could ChangeThe persistence of that demand is already visible in on-chain supply math. Since the US spot Bitcoin ETFs launched in January 2024, the funds have collectively purchased more than 100% of newly mined Bitcoin.

In other words, ETF demand alone has exceeded net new supply. Yet prices have not gone parabolic. According to Hougan, this disconnect is often misunderstood. Hougan drew a direct parallel to gold’s multi-year rally that culminated in 2025.

“Bitcoin’s price will go parabolic if ETF demand persists long-term,” he wrote, pointing to how central bank gold purchases doubled after 2022 but took several years to impact prices fully.

Gold rose just 2% in 2022, followed by 13% in 2023 and 27% in 2024, before surging 65% in 2025. The reason, Hougan argues, is that willing sellers absorbed early demand.

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“For the first few years, central bank demand was met by people willing to sell their gold holdings,” he noted. “But eventually, the sellers ran out of ammo. And as demand persisted, prices soared.”

The Bitwise executive believes that Bitcoin ETFs are following a similar path. While ETFs have been buying more than the new supply since launch, long-term holders and early adopters have so far been willing to distribute coins into that demand.

That has kept price appreciation relatively orderly despite unprecedented institutional inflows.

The risk — or opportunity, depending on perspective — lies in what happens if that selling pressure fades.

With ETF buyers increasingly behaving like locked-up holders rather than traders, analysts say Bitcoin may be setting up for an asymmetric move, where years of steady accumulation give way to a sudden supply vacuum.

If history rhymes, the real impact of Bitcoin’s ETF boom may not be visible yet, but when it arrives, it could come all at once.

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Tom Lee’s January Bitcoin Prediction In Focus As $100,000 Nears — New ATH Soon?Pattern breakout plus on-chain supply clusters suggest Bitcoin’s move is structurally supported.Whales keep accumulating, retail stops selling, but leverage leaves downside risk below $94,500.Holding above $94,500 opens path toward $106,600 and potentially a new all-time high.Bitcoin is finally showing follow-through. Price has pushed above the $95,000 zone and is holding there at press time, up roughly 3.8% on the day and around 6.5% over the past 30 days. That strength is shifting the tone.

As momentum builds and key resistance levels approach, Tom Lee’s January call for a fresh all-time high is starting to look less speculative and more technically grounded. But risks remain!

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Cup-and-Handle Breakout Aligns With Favorable On-Chain SupplyBitcoin has confirmed a breakout from a cup-and-handle pattern, clearing resistance near $94,800 with strong volume. That volume matters because it signals real demand defending the breakout, not just thin liquidity pushing the price higher. The measured move from this structure points toward $106,600, making it the first major upside target.

Yet, BTC must first reclaim the psychological $100,000 level ($100,200 level per the chart) to make any higher predictions worth noting.

Bitcoin Breakout: TradingViewCrossing that level could put the Tom Lee Prediction for January-end back on track.

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On-chain supply data strengthens the setup. The heaviest realized price clusters now sit below the current Bitcoin price, meaning most holders bought lower and are sitting on profits. This reduces immediate selling pressure.

Major Clusters Below Market Price: GlassnodeSponsored

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This combination of a confirmed bullish pattern and supportive on-chain supply suggests the move higher is not just a possibility. It reflects the underlying positioning.

Whales Accumulate as Retail Joins, but Leverage Risk RemainsHolder behavior continues to favor the upside. Wallets holding between 10,000 and 100,000 BTC have steadily added since January 2, increasing their combined holdings from roughly 2.18 million BTC to about 2.20 million BTC. That quiet accumulation signals conviction from large players.

What has changed recently is retail behavior. The early January BTC rally possibly failed because retail sold aggressively into strength.

📊 Crypto markets typically follow the path of key whale & shark stakeholders, and move the opposite direction of small retail wallets. In our chart below:

🟥 Whales dumping, Retail accumulating (VERY BEARISH)
🟧 Whales dumping, Retail unpredictable (BEARISH)
🟨 Whales & Retail… pic.twitter.com/yoC0H1keBT

— Santiment (@santimentfeed) January 5, 2026 This time, retail wallets have turned net positive. Since January 5, retail holdings (0.01-0.1 BTC) have increased modestly, from approximately 273,080 BTC to 273,250 BTC. The size of the increase is small, but the direction matters. Retail is no longer distributing into rallies, removing a key headwind from earlier moves.

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Retail And Whales Buy: SantimentThe main risk lies in derivatives positioning. Long exposure remains heavily skewed, with far more capital positioned on the long side (2.69 billion) than shorts (around 320 million). That 9x imbalance creates vulnerability if the BTC price slips back below the breakout zone of the cup.

Binance Liquidation Map: CoinglassA move under $94,800 could trigger long liquidations, potentially pushing Bitcoin toward the low $90,000s. Still, the strong spot buying near support suggests buyers may step in before leverage-driven selling can fully unwind.

Bitcoin Price Levels That Decide Whether a New High Is NextFrom here, Bitcoin’s structure is clear. Holding above the $94,500-$94,800 range (near the cup breakout level) keeps the breakout intact and protects the bullish setup. The psychological $100,200 level sits directly ahead (discussed earlier), but the more important technical objective remains $106,600, the cup-and-handle projection. That’s the first key target.

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If the BTC price can clear that level and absorb supply above $112,000 (the strongest near-term supply zone), the market enters a zone with limited historical resistance.

One Major Cluster: GlassnodeThat is where acceleration beyond the previous all-time high near $126,200 becomes realistic rather than theoretical.

Bitcoin Price Analysis: TradingViewBitcoin does not need a perfect environment to move higher. It only needs to hold its breakout and continue attracting spot demand. If that happens, Tom Lee’s January all-time high prediction stops looking bold and starts looking like a natural outcome of the current market structure.

Above current levels, the most meaningful supply pocket appears above $112,000. Beyond that zone, realized supply thins out sharply. If momentum carries Bitcoin through $106,600 and later $112,000, the path toward prior highs becomes structurally cleaner.

On the downside, losing $94,500 could weaken the structure, and a dip under $91,600 can bring in the bears again.

Disclaimer

In line with the Trust Project guidelines, this price analysis article is for informational purposes only and should not be considered financial or investment advice. BeInCrypto is committed to accurate, unbiased reporting, but market conditions are subject to change without notice. Always conduct your own research and consult with a professional before making any financial decisions. Please note that our Terms and Conditions, Privacy Policy, and Disclaimers have been updated.

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Germany’s DZ Bank has gotten approval under Europe’s Markets in Crypto-Assets Regulation to offer crypto services. This would enable such institutions to be able to trade Bitcoin and Cardano through this bank.

DZ Bank Secures MiCAR Approval The bank has just confirmed that it finally received the MiCAR license from Germany’s financial regulator, BaFin. This will allow it to operate its own crypto platform, meinKrypto.

The Bank developed the meinKrypto platform with Atruvia, IT service provider for Germany’s cooperative banking sector. It is designed to be a fully digital wallet right within the VR Banking app. This is aimed at self-directed clients rather than advisory-based investors.

First, the platform opens to the cooperatives’ central institutions. Then, each bank has to independently file a separate MiCAR notification with BaFin before crypto trading opens for retail customers. Once approved, users will have full capacity to purchase and sell digital assets without having to leave DZ Bank’s interface.

The initial list of major cryptocurrcencies that are supported in this platform includes Bitcoin, Cardano, Ethereum, as well as Litecoin. It is left at the discretion of each cooperative bank on whether it should operate this service or not.

More than a third of all Germany’s cooperative banks plan to add crypto services, according to a September 2025 study released by Genoverband.

Meanwhile, Germany has become the hotbed for crypto expansion in Europe. Major exchanges, such as OKX, have launched operations with their MiCA licenses, as it will facilitate them to offer passporting services throughout the European Economic Area.

Germany Fast-Tracks Crypto Adoption in Banking and Payments Sectors Besides DZ Bank’s MiCAR, Germany has been developing its LC access through conventional banking systems as well as through fintech services.

Just last September, Openbank entered cryptocurrency trading for its customers in Germany. The service will allow clients to invest in, sell, or hold cryptocurrencies like Bitcoin, Ether, Litecoin, Polygon, or Cardano.

Furthermore, crypto exchange Coinbase teamed up with “pay by bank” platform and Visa-owned open banking company, Tink, that allows for cryptocurrency payments by bank in the nation. It allows users, through this integration, to execute cryptocurrency transactions through bank accounts.

After DZ Bank, Deutsche Bank also announced its interest in crypto operations, starting from 2026. The bank is in partnership with Bitpanda’s tech arm on crypto custody services.

Asian markets advanced on Wednesday, led by a rally in Japanese shares, as investors positioned for the possibility of fresh fiscal stimulus in Japan and digested a complex mix of geopolitical risks, central bank concerns, and shifting currency dynamics.

At the same time, cryptocurrencies climbed, precious metals surged to record levels, and corporate dealmaking remained in focus with new developments around Netflix and Warner Bros. Discovery.

Asian markets and currency moves Copy link to section

Asian equities edged higher, supported by gains in Japan, where local media reported that Prime Minister Sanae Takaichi may call a snap lower house election on February 8.

The prospect of an election and additional fiscal stimulus weakened the yen and boosted stocks.

The Japanese yen slid to 159.44 per dollar, its weakest level since July 2024, reviving concerns about possible market intervention.

The softer currency and stimulus expectations lifted the Nikkei more than 1.3% to a record high, while Japanese government bonds fell in what investors have dubbed the “Takaichi trade.”

Masahiko Loo, senior fixed income strategist at State Street Investment Management, said in a Reuters report that the moves reflected expectations of fiscal easing, though he cautioned they could be overstated.

“Any sharp and decisive break beyond 161 level (for yen) could trigger renewed intervention to curb excessive volatility,” Loo said.

Elsewhere, MSCI’s broadest Asia-Pacific index rose 0.2%, hovering just below a record peak.

The CSI 300 index was down 0.74% at the time of writing.

S&P 500 futures were down 0.22%, dragged down by financial shares, while European futures pointed to a muted open.

Bitcoin and crypto markets Copy link to section

Bitcoin climbed to a two-month high as geopolitical uncertainty and concerns around US institutions boosted its appeal.

The world’s largest cryptocurrency rose as much as 2.4% to $96,348 in early Asian trading, its highest intraday level since Nov. 16, although it was trading at $94,751 at the end of writing.

Ether surged as much as 5.1%.

“Medium term, I think we could see investors allocate more to Bitcoin on a gold-catch-up narrative — and other risk-on assets are having a great time,” said Justin d’Anethan, head of research at Arctic Digital, in a Bloomberg report.

Vincent Liu, chief investment officer at Kronos Research, pointed to derivatives markets as another driver, citing “a sharp short squeeze,” with about $270 million of Bitcoin short positions liquidated in the past 24 hours.

Joshua Lim of FalconX said traders broadly see the current macro backdrop as supportive for Bitcoin.

Netflix to increase bid for WBD deal Copy link to section

In corporate news, Netflix Inc. is working on revised terms for its acquisition of Warner Bros. Discovery Inc., including discussions around a potential all-cash offer for the company’s studios and streaming businesses, reported Bloomberg.

The changes aim to speed up a transaction that has faced political opposition and rival bids from Paramount Skydance Corp.

Under the original terms, Warner Bros. shareholders were set to receive $23.25 in cash and $4.50 in Netflix common stock, subject to adjustments if Netflix shares fell below $97.91.

Since Netflix launched its bid for Warner Bros. in October, the streaming company’s shares have declined by about 25%, touching a low of $89.07 in New York trading on Tuesday.

Netflix has already secured $59 billion in bridge financing and refinanced about $25 billion with longer-term debt.

Netflix has room to take on additional debt while preserving its “robust” credit ratings, according to Stephen Flynn, a senior credit analyst at Bloomberg Intelligence, in a research note published on Tuesday.

Silver and gold hit new records Copy link to section

Precious metals surged as geopolitical tensions, US rate expectations, and concerns about Federal Reserve independence fueled haven demand.

Gold rose within striking distance of a record high, while silver broke above $90 an ounce for the first time.

Silver climbed as much as 5.3% to $91.5535 an ounce, with Citigroup upgrading its three-month forecast to $100 an ounce.

Hao Hong of Lotus Asset Management said the rally “has a lot of room to run this year.”

Gold also benefited from strong inflows, with analysts noting sustained speculative interest across global markets.

Standard Chartered has projected that Ethereum price could reach $40,000 by 2030, a bold long-term forecast that stands in contrast to Ethereum’s current price behavior. While ETH is trading in recovery mode, supported by easing macro conditions and improving technical structure, price action remains constrained by nearby supply zones rather than moving in a sustained breakout trend. This divergence between long-term valuation and short-term market structure is central to understanding Ethereum’s outlook.

A $40,000 Ethereum price would imply a network valuation of roughly $4.8 trillion, assuming a circulating supply near 120.7 million ETH. Compared to today’s market capitalization of around $400 billion, this scenario requires approximately $4.4 trillion in net marginal demand to enter and remain within the Ethereum ecosystem over time. Crucially, this demand cannot be speculative or short-lived. For Ethereum price to compound sustainably, capital must be retained through long-duration holding, staking, and structural supply reduction rather than exiting during market pullbacks.

Ethereum’s long-term valuation thesis depends on its ability to consistently convert new demand into effectively inactive supply across multiple market cycles. If inflows revert back into liquid supply during corrections, price expansion stalls. As such, the $40,000 forecast is not based on isolated bull runs but on Ethereum maintaining capital efficiency and network utility through repeated expansion phases.

In the near term, Ethereum price is rebuilding momentum after a prolonged multi-month downtrend. ETH recently surged nearly 7% following U.S. CPI inflation data, signaling renewed risk appetite across crypto markets. Price is currently trading around $3,325, holding above rising trend support but still reacting to overhead supply near the $3,350 level. This zone has historically capped upside moves, keeping the recovery measured rather than impulsive.

Technical indicators suggest controlled strength. RSI near 65 reflects healthy demand, while the Parabolic SAR remains below price, supporting trend continuation. A sustained reclaim of $3,350 could justify rotation toward $3,600, with further upside opening a path toward the $4,000 region. However, failure to clear supply would likely return Ethereum price to consolidation, tempering short-term expectations while leaving the long-term $40,000 thesis dependent on structural adoption and capital retention.

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The era of Bitcoin ETFs is increasingly defined by patient, long-term capital rather than short-term speculation, and this shift is beginning to reshape Bitcoin’s underlying supply-demand dynamics. As total net assets across US spot Bitcoin ETFs climb past $120 billion, analysts suggest the real impact of this accumulation may not yet be reflected in Bitcoin’s price, but could emerge suddenly over time.

According to data from SoSoValue, spot Bitcoin ETFs reached approximately $123 billion in net assets as of January 14, following daily inflows of $753 million. This marked the strongest inflow since October 2025 and a sharp increase from the $117 million recorded earlier in the week, signaling renewed institutional appetite. These numbers highlight growing confidence among large investors who increasingly view Bitcoin as a strategic, long-term asset rather than a high-risk trade.

Bloomberg ETF analyst Eric Balchunas has emphasized the “stickiness” of these ETF inflows, noting that many allocators, particularly older investors, appear committed to holding Bitcoin for years. This behavior challenges the idea that Bitcoin ETF demand is driven by fast money. Instead, Bitcoin is increasingly positioned alongside traditional stores of value such as gold and silver.

Supporting this trend, a recent Bitwise and VettaFi survey revealed that 99% of financial advisors who allocated to crypto in 2025 plan to maintain or increase their exposure in 2026. Despite Bitcoin’s strong performance, advisor conviction continues to strengthen, suggesting that institutional participation remains durable.

Notably, since the launch of US spot Bitcoin ETFs in January 2024, these funds have collectively purchased more Bitcoin than has been newly mined. Even so, Bitcoin’s price has not yet experienced an explosive rally. Bitwise CIO Matt Hougan compares this pattern to gold’s post-2022 accumulation phase, where persistent demand took years to translate into a dramatic price surge as willing sellers gradually diminished.

For now, long-term holders and early adopters continue to supply coins into ETF demand, keeping price action relatively orderly. However, if selling pressure weakens while ETF accumulation persists, Bitcoin could face a sudden supply shock. In that scenario, the true impact of the Bitcoin ETF boom may arrive all at once, potentially driving a powerful and asymmetric move in the market.

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