Market Signal Briefing

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Traders have been looking at a chart that lines up XRP’s major moves with decades of silver data. The match is not perfect. It is, however, striking enough to get people talking about what might happen next. Some see it as a warning. Others see a possible roadmap for big gains.

Silver And XRP In Parallel According to chart comparisons shared by market watchers, silver’s long swings since 1980 echo many of XRP’s moves since 2016.

Silver climbed to about $48 in early 1980, crashed to roughly $3.4 by the early 1990s, then drifted for years before a run toward $50 in 2011.

XRP, on a far faster clock, pushed to highs above $3 in 2018, fell sharply into 2020, recovered, then found a new peak in late 2024.

The shapes on the charts — rises, deep drops, long quiet stretches — look similar. That resemblance is what’s being discussed.

#Silver looks like #XRP.

The time guide we follow, the White Rabbit, is the event itself, which will point out the treasure!

A nova flash, getting closer. pic.twitter.com/eAqAfZXEo7

— Dark Defender (@DefendDark) January 26, 2026

What The Numbers Show Reports say silver has jumped roughly 278% since 2025, sitting near $109 per ounce in recent sessions. Gold has also moved, trading above $5,000 per ounce as investors seek safety.

Those metal moves have pulled attention back to assets that follow big macro flows. XRP, currently trading around $1.90, is much smaller and far more volatile than either metal, so any similar move could be much larger in percentage terms, but it would likely be sharper and riskier too.

XRPUSD now trading at $1.88. Chart: TradingView History Moves At Different Speeds Silver’s shifts played out over many years. XRP’s similar pattern appears compressed into a few market cycles. That is important. Time matters in markets because long pauses can build a stronger base, and quick cycles can spark fast moves that reverse just as fast.

Reports have disclosed that some traders believe crypto cycles keep pace with liquidity and headlines; metals react more to reserve flows and long-term real rates. Both effects can push prices hard, but they do so at different paces.

Risk And Reward In Plain Sight If XRP keeps following this pattern, a large upswing could follow a breakout. At the same time, the pattern is no guarantee. Price moves have many causes. Legal shifts, big fund flows, and macro shocks can all change the path.

XRP has shown it can fall far and recover in dramatic ways. That playbook brings opportunities but also steep pain for those who buy late or hold through violent swings.

Where Traders Might Look Next According to some analysts, key levels from past cycles will matter. Support near recent lows could act as a floor; fresh inflows into crypto or a rotation out of metals might be the trigger for a large move. Volume, broader market risk appetite, and where big holders place their bets will all be watched closely.

Featured image from CoinFlip, chart from TradingView

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Bitcoin Rebound Stalls at 4% as Rate-Cut Mood Dominates ETF Buzz — What’s Next For Price?Bitcoin’s bullish RSI signal triggered a bounce, but weak rate-cut mood capped gains at 4%.Whales quietly accumulated nearly $1.6 billion in BTC, signaling long-term conviction.Bitcoin must reclaim $90,830 to escape range trading; failure keeps momentum muted near support.Bitcoin’s latest rebound has been unusually weak. After dipping to the $85,970 zone, the Bitcoin price bounced just 4% before stalling near $89,380. That BTC price move came despite fresh ETF headlines and signs of technical stabilization.

The problem is timing. Rate-cut optimism is near zero heading into the Federal Reserve decision, and macro caution is overpowering short-term bullish signals. With Bitcoin trading flat across most timeframes, the market is waiting for a clear trigger.

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Divergence Failed to Spark Momentum as Rate-Cut Mood Overpowered ETF BuzzOn the daily chart, Bitcoin flashed a hidden bullish divergence between December 18 and January 25. Price formed a higher low, while the Relative Strength Index (RSI) printed a lower low.

RSI measures momentum strength. When RSI weakens while price holds higher ground, it often hints at a rebound. That signal did work, but only briefly. The BTC price bounce stopped around 4%, topping out near $89,380 before sellers returned.

Hidden Bullish Divergence: TradingViewWant more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.

This muted reaction matters. Around the same time (between January 25 and January 26), ETF optimism picked up following BlackRock’s filing for a Bitcoin premium-income ETF. Usually, ETF headlines help extend rebounds. This time, they didn’t.

BlackRock just dropped the official S-1 for it's upcoming iShares Bitcoin Premium Income ETF.. no fee or ticker yet. The strategy is to "track performance of the price of bitcoin while providing premium income through an actively managed strategy of writing (selling) call options… pic.twitter.com/CZDahm4mNj

— Eric Balchunas (@EricBalchunas) January 26, 2026 The missing ingredient is macro support. Polymarket now shows a 99% probability of no rate change at the upcoming FOMC meeting. With hopes of a rate cut absent, liquidity expectations remain tight. That environment limits follow-through, even when technical signals turn positive.

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In simple terms, the RSI opened the door for a BTC price bounce, but the rate-cut mood slammed it shut.

Bitcoin Whales Accumulate Quietly as Cost-Basis Data Defines the Real Battle ZoneWhile price action looks dull, large Bitcoin holders are behaving differently.

Wallets holding 1,000–10,000 BTC (smaller whales) increased balances from about 4.28 million to 4.29 million BTC since January 21. Mid-sized holders with 10,000–100,000 BTC lifted holdings from roughly 2.19 million to about 2.20 million BTC. The largest cohort, wallets holding 100,000–1 million BTC, added more aggressively, rising from 664,000 BTC to around 672,000 BTC by January 28.

Combined, these groups added roughly 18,000 BTC, worth about $1.6 billion near current prices.

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This accumulation shows long-term conviction, not short-term trading. But conviction alone is not enough. The cost-basis distribution heatmap explains why.

A heavy short-term supply cluster sits between $90,160 and $90,590, backed by roughly 176,000 BTC. That zone has acted as a sell wall. Until price or accumulation size clears it, upside remains capped. Right now, whale absorption isn’t big enough.

Key BTC Sell Wall: GlassnodeBelow, support looks firmer. Between $84,440 and $84,840, nearly 395,000 BTC sit at cost basis, creating a strong downside buffer. That explains why recent sell-offs keep stabilizing above these levels.

Support Cluster: GlassnodeWhales are buying, but they need the BTC price to break into profit territory above $90,590 to change momentum.

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Bitcoin Price Levels That Decide Whether This Range Breaks or ExtendsThe Bitcoin price is currently stuck between conviction buying and macro hesitation.

On the upside, the first hurdle remains $89,380, the level where the latest rebound failed. Above that, $90,830 is the key breakout zone. This level has rejected repeatedly since January 21 and aligns with the cost-basis sell wall mentioned earlier. A daily close above it would signal that supply is being absorbed.

If that happens, the next upside target sits near $97,190, where prior resistance clusters emerge.

Bitcoin Price Analysis: TradingViewOn the downside, risk remains controlled as long as Bitcoin holds above $84,400. That zone aligns with the largest cost-basis support and marks the line where long-term holders are most exposed. A daily close below it would weaken the accumulation narrative and reopen downside risk.

Until the macro picture shifts or $90,830 breaks, Bitcoin’s rebound is likely to stay restrained.

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.

Here's how China's response to Trump tariffs silently rocks bitcoinChina’s exports remain resilient under U.S. tariffs as the yuan stays tightly managed, sending ripples all the way to the crypto market. Jan 28, 2026, 6:19 a.m.

China's response to President Trump's aggressive trade policy is quietly disrupting global cash flows, with ripples reaching all the way to crypto markets.

Since taking office early last year, President Trump has slapped steep import tariffs, or taxes, on nearly all goods entering the U.S., including those from China, the world's second-largest economy and the global factory. As of January 2026, the average U.S. tariff on Chinese imports is approximately 29.3%.

STORY CONTINUES BELOW

In response, China has adapted to Trump's tactics, with tight control over the yuan's exchange rate playing a key role in its resilience.

According to a recent note by JPMorgan, this stance on exchange rate management has helped Beijing preserve export competitiveness and contain deflation, while amplifying dollar-led liquidity cycles during periods of trade stress.

In other words, China's exchange rate management tends to supercharge dollar-driven cash flows during the escalation of trade tensions, like storms that make the flood worse.

This affects bitcoin, which is a macro-sensitive asset. It tanks when the tariff-led risk-off makes the dollar liquidity scarce and rebounds when the tensions ease. That's exactly how bitcoin traded in March-April last year after trade tensions escalated.

China’s influence on crypto prices runs indirectly through currency management and global liquidity cycles, data suggests, unlike the U.S., where it flows directly via capital movements in exchange-traded funds and other alternative investment vehicles.

That interpretation aligns with arguments from Arthur Hayes, who has framed U.S.-China trade deals as largely performative and emphasized that the real economic adjustment occurs through quieter channels.

In his view, tariffs and negotiations set the political backdrop, while FX policy, capital-account tools, and Treasury-led liquidity management determine market outcomes.

JPMorgan’s outlook reinforces that logic. China may not allow the yuan to strengthen meaningfully, but the interaction among tariffs, managed FX, and dollar liquidity still shapes the macro environment in which bitcoin trades.

China's resilienceAccording to JPMorgan Private Bank’s latest Asia outlook, China’s export engine remains resilient, with real exports on track to grow about 8% in 2025 and global market share rising to roughly 15%, despite a dense web of U.S. tariffs, and U.S.-bound exports from China dropping to below 10% of the total.

General Administration of Customs, China. Haver Analytics. As of October 2025

That resilience reflects diversification toward ASEAN and other regions, as well as a deliberate decision to tightly manage the yuan rather than allow it to appreciate.

The Chinese yuan has strengthened about 4% over the past year off its 2023 lows, but on a calendar-year basis in 2025 it is only marginally stronger against the dollar, underscoring how tightly managed and range-bound the currency remains.

Any recent yuan strength, the bank argues, is likely seasonal, with the medium-term outlook pointing to a stable, range-bound trajectory as policymakers prioritize export competitiveness and grapple with entrenched deflationary pressure.

The bank cautioned that the bar for meaningful yuan appreciation remains high, describing the currency as operating under a low-volatility management framework in which movements are largely dictated by the dollar.

For crypto markets, that framework shifts the focus away from sustained yuan appreciation and toward liquidity transmission.

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The ecosystem now spans phygital products (> $13M retail sales and >1M units sold), games and experiences (Pudgy Party surpassed 500k downloads in two weeks), and a widely distributed token (airdropped to 6M+ wallets). While the market is currently pricing Pudgy at a premium relative to traditional IP peers, sustained success depends on execution across retail expansion, gaming adoption and deeper token utility.

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Dogecoin turns lower after failing to hold $0.124

29 minutes ago

Traders are watching $0.122 as support and $0.1243–$0.1255 as the levels DOGE needs to reclaim.

What to know:

Dogecoin inched up about 0.6 percent over the past 24 hours but remained stuck in a tight trading range as broader crypto sentiment, rather than token-specific news, drove price action.Late-session selling pushed DOGE back below short-term support at $0.1243, turning that level into near-term resistance and signaling fading upside momentum within an overall consolidation.Traders see DOGE as range-bound while $0.1222 holds, with a break below $0.12 viewed as a potential trigger for a deeper pullback and a reclaim of $0.1243 needed to reopen a test of $0.1255.

China’s response to President Donald Trump’s aggressive trade policy is having far-reaching effects beyond traditional markets, quietly reshaping global cash flows and influencing crypto prices, particularly bitcoin. Since returning to office early last year, Trump has imposed steep tariffs on nearly all U.S. imports, with Chinese goods facing some of the heaviest levies. As of January 2026, the average U.S. tariff on Chinese imports stands at roughly 29.3%, intensifying trade tensions between the world’s two largest economies.

Rather than responding loudly, Beijing has leaned on a familiar but powerful tool: tight management of the yuan’s exchange rate. According to a recent JPMorgan note, China’s controlled FX strategy has helped preserve export competitiveness and limit deflationary pressures at home. At the same time, it has amplified dollar-led liquidity cycles during periods of trade stress, effectively magnifying global financial ripples.

This dynamic matters for bitcoin and the broader crypto market. Bitcoin has increasingly traded like a macro-sensitive asset, falling during tariff-driven risk-off episodes when dollar liquidity tightens, and rebounding as tensions ease. That pattern was clearly visible during the March–April period last year, when escalating trade frictions weighed on global markets before liquidity conditions improved.

Unlike the U.S., where crypto prices are influenced more directly through capital flows such as spot bitcoin ETFs and alternative investment vehicles, China’s impact is indirect. It flows through exchange rate management, global liquidity transmission, and the dollar’s dominant role in international finance. This view aligns with arguments from Arthur Hayes, who has long suggested that U.S.-China trade disputes are largely performative, while real economic adjustments occur through FX policy, capital controls, and Treasury-driven liquidity management.

JPMorgan’s Asia outlook underscores China’s resilience. Despite U.S. tariffs, real Chinese exports are projected to grow around 8% in 2025, with global market share rising to about 15%. U.S.-bound exports now account for less than 10% of the total, reflecting diversification toward ASEAN and other regions. The yuan has strengthened modestly from its 2023 lows, but remains tightly range-bound, with policymakers signaling little appetite for sustained appreciation.

For crypto investors, this means the focus is less on yuan strength itself and more on how China’s managed FX regime interacts with tariffs and dollar liquidity to shape the macro backdrop in which bitcoin trades.

<Copyright ⓒ TokenPost, unauthorized reproduction and redistribution prohibited>

Dogecoin (DOGE) edged modestly higher over the past 24 hours, but the move lacked conviction as late-session selling weighed on short-term price structure and kept the meme coin locked in consolidation. The price action reflected broader cryptocurrency market sentiment rather than any Dogecoin-specific catalyst, reinforcing the view that traders remain cautious while awaiting clearer directional signals.

DOGE traded as a proxy for the wider crypto market throughout the session, with activity defined more by hesitation than momentum. Early optimism briefly lifted prices, but follow-through buying failed to materialize. As the session progressed, volumes thinned and price action flattened, signaling uncertainty among both bulls and bears. By the final stretch, sellers stepped in, pushing Dogecoin back below an important intraday level and reinforcing the idea that recent rallies are being used to reduce exposure rather than establish new long positions.

Over the 24-hour period, Dogecoin rose roughly 0.6%, moving from around $0.1228 to $0.1246. Despite the uptick, price remained confined to a narrow range of about 3%. An early burst of trading volume helped DOGE briefly push above $0.1230, but that strength faded quickly. The lack of sustained buying interest left the token drifting sideways near the upper end of the range before a late pullback dragged it lower, signaling weakening upside momentum.

From a technical perspective, Dogecoin remains range-bound, but short-term charts suggest sellers are becoming more active. A recent dip below $0.1243, previously a short-term support level, has turned that area into near-term resistance. While the broader consolidation structure remains intact on higher timeframes, intraday price action points to growing downside pressure.

Traders are closely watching key levels. Initial support sits near $0.1222, followed by the psychological $0.12 mark. On the upside, resistance is seen at $0.1243 and then $0.1255, the prior intraday high. As long as support holds, DOGE is expected to remain choppy and range-bound. A break below $0.12, however, could signal that consolidation is resolving lower, opening the door to a deeper corrective move.

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The Monad token has extended its upward momentum as renewed positive sentiment and expanding ecosystem developments drive increased demand. According to TradingView data, Monad’s price jumped more than 13% over the past 24 hours, outperforming the broader cryptocurrency market by nearly 1%. This recent rally has sparked bullish price predictions from several market observers, who point to technical progress and rising adoption across the network.

A major catalyst behind the price surge is the continued rollout of upgrades within the Monad ecosystem. Last week, the development team introduced a network upgrade proposal aimed at improving overall performance and functionality. This upgrade is expected to be deployed on both the testnet and mainnet during the first half of February 2026. Since the Monad mainnet launch in late November, the protocol has consistently released updates designed to support developers and allow users to seamlessly interact with decentralized applications. As interest in EVM-compatible blockchains continues to grow, Monad has benefited from strong user engagement and ecosystem momentum.

Another key factor supporting the Monad price rally is increasing DeFi activity on the network. Recently, liquid staking protocol Kintsu launched its SuperMON vaults on Monad, offering an attractive 14.51% annual percentage yield through automated strategies. The product quickly gained traction, recording over $100 million in total value locked shortly after launch. High-yield DeFi products typically drive token demand, as users must acquire and stake the native asset to participate, further strengthening buying pressure on Monad.

Despite the positive developments, criticism around the project has not disappeared. In a recent post on X, crypto commentator Manya criticized the protocol’s pace, highlighting that Monad has been under development for more than four years and raised significant funding, yet still trades roughly 90% below its all-time high. He labeled it the “worst crypto project of all time,” largely based on price performance.

However, other industry participants have pushed back against this narrative. Supporters argue that judging the project solely on short-term price action ignores technical progress and ecosystem growth. Institutional interest also remains evident, with Bitget recently offering an airdrop and up to 20% APR for users engaging with the Monad token. As development continues and adoption grows, many believe Monad’s long-term potential remains intact despite ongoing debate.

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BTC, ETH, SOL move higher as markets eye Fed, Mag 7 earnings and weaker dollarCrypto prices steadied as traders looked past short-term volatility with positioning shifting to the Fed, megacap earnings and a weakening dollar. Jan 28, 2026, 6:44 a.m.

Bitcoin hovered near $89,000 on Wednesday as broader markets pushed higher and the U.S. dollar remained under pressure ahead of a closely watched Federal Reserve decision later in the day.

The largest cryptocurrency was trading around $88,800 during Asia hours, up modestly on the day after a choppy start to the week. Ether rose about 2% to just under $3,000, while most major tokens posted small gains, according to CoinGecko data. Moves were measured rather than directional, reflecting a market waiting for clearer signals.

STORY CONTINUES BELOW

The calmer tone in crypto mirrored a steadier backdrop elsewhere. Global stocks extended gains, with Asian equities hitting record highs and U.S. index futures pointing higher after the S&P 500 closed at a fresh peak on Tuesday. Technology shares led, helped by optimism around artificial intelligence spending and a heavy slate of megacap earnings due this week.

The dollar steadied after sliding to its weakest level since early 2022 earlier in the week, as investors weighed signals from the Trump administration that it is less concerned about a softer greenback. The weaker dollar has fueled strong rallies in gold and silver, but crypto has so far lagged that trade.

"The dollar index fell to around 95.5, its weakest level in nearly four years, lowering the opportunity cost of holding risk assets and supporting BTC’s rebound from below $88K to around $89.3K," market analysts at crypto exchange CoinSwitch said in an email. "Downside pressure eased after BTC traded into and held the $86K–$87K zone, where a dense cluster of leveraged long liquidations was likely triggered, reducing excess leverage and stabilizing short-term market structure."

Traders are watching whether a Fed pause — which markets largely expect — reinforces the recent bid in risk assets, or if guidance around inflation and rates prompts another reset.

At the same time, earnings from the so-called Magnificent Seven are expected to test confidence in the equity rally that has pulled capital away from crypto in recent months.

For now, bitcoin appears pinned in a narrow range, holding ground rather than chasing the broader risk move. That suggests stabilization, not momentum, as markets head into a dense stretch of macro events.

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Here's how China's response to Trump tariffs silently rocks bitcoin

55 minutes ago

China’s exports remain resilient under U.S. tariffs as the yuan stays tightly managed, sending ripples all the way to the crypto market.

What to know:

China has responded to U.S. tariffs by diversifying exports away from the United States and tightly managing the yuan, keeping its export engine resilient and its global market share rising.JPMorgan says Beijing’s low-volatility FX framework prioritizes a stable, range-bound yuan to preserve competitiveness and counter deflation, while effectively tying the currency’s moves to the dollar.This managed FX regime influences bitcoin indirectly through global dollar liquidity and tariff-driven macro cycles.

Ether prices did not remain below $3,000 for long and have returned to the psychological price level. 

“That’s a quick turnaround for ETH,” said MN Fund founder and crypto YouTuber Michaël van de Poppe on Wednesday.

The analyst added that the asset has “almost entirely reclaimed the losses of last week against Bitcoin.”

“That’s a strong signal, and I think that there’s more to come as it’s holding a crucial level of support.”

Ether Heading Back to Resistance ETH prices gained 2.6% on the day to reach $3,028 during the Wednesday morning trading session in Asia. The asset was holding just above the psychological $3,000 barrier at the time of writing.

Ether only remained below this level for six days, and now appears to be heading for the next resistance zone at $3,100.

That’s a quick turn-around for $ETH.

It’s almost entirely reclaiming the losses of last week against Bitcoin.

That’s a strong signal, and I think that there’s more to come as it’s holding a crucial level of support. pic.twitter.com/vmuyYqBRyH

— Michaël van de Poppe (@CryptoMichNL) January 27, 2026

Glassnode analyst Chris Beamish reported on Tuesday that Ether is “trading on a dense cost basis cluster, a key breakeven zone for many holders.”

“Holding here suggests absorption and base building, but a breakdown would move price into thinner support where underwater supply may derisk. Next move hinges on this level.”

Santiment reported on Wednesday that Ethereum’s amount of “non-empty wallets on the network” has now ballooned to over 175 million, a record among all cryptocurrencies.

You may also like: Ethereum Layer 2 Base Co-Founder Rejects Behind-the-Scenes Price Manipulation Crypto Funds Just Bled $1.73B – The Biggest Exit Since November 2025 Ripple (XRP) and Cardano (ADA) Show Deeper Undervaluation Than Bitcoin (BTC) “As staking continues to be of strong interest, especially while markets move sideways, exchange supply will continue to shrink as well.”

Ethereum Fundamentals Are Strong Ethereum’s validator network is so strong, and “we see continued demand to become a validator and stake ETH,” said Blockchain Technology Consensus Solutions CEO Charles Allen on Tuesday.

Over the past month, staking withdrawals have dropped to about a one-day wait, while the deposit queue has grown to more than 54 days, he added.

“In simple terms, far more people and companies want to stake ETH than exit. This is a strong signal for network security and validator participation.”

Meanwhile, Bitwise reported that last quarter, companies bought more than 1 million ETH worth $3.5 billion, the number of public companies holding ETH increased 40%, and Ether corporations accounted for 5% of all Ethereum holdings.

“Probably nothing,” they quipped.

Tags:

Crypto prices today have slightly risen as traders await the U.S. Federal Reserve’s interest rate decision, keeping the market on edge.

Summary

Crypto prices edged higher as traders reduced leverage and stayed defensive ahead of the Federal Reserve’s policy decision. The Fed’s tone is key, with dovish remarks helping risk assets and hawkish ones weighing on prices. Analysts warn that macro uncertainty, geopolitical risks, and weak institutional conviction could keep Bitcoin and altcoins range-bound. With modest gains in Bitcoin and a few other altcoins, the total value of the cryptocurrency market increased by 0.9% to $3.09 trillion. Trading volumes remained light, pointing to hesitation rather than a clear shift toward risk-taking.

At the time of writing, Bitcoin was trading at $88,837, up 0.6% over the past 24 hours. Price action was range-bound, with buyers defending support levels while sellers capping gains near the $90,000 level.

Altcoins posted modestly better results. BNB rose 1.6% to $897, Cardano gained 1.2% to $0.3556, and Monero advanced 1.9% to $466. Even so, none showed sufficient momentum to break out of their established ranges.

Overall sentiment stayed weak. The Crypto Fear & Greed Index held steady at 29, remaining in the “fear” zone, suggesting investors are still focused on preserving capital rather than seeking higher returns. 

The derivatives market also showed a pullback in leverage. According to CoinGlass data, the total crypto open interest slipped 0.63% to $134 billion, while liquidations fell 18% to $296 million over the past 24 hours. The pullback suggests traders are closing positions and waiting for clearer macro direction rather than placing new bets.

Fed rate decision in focus as traders await guidance The Federal Reserve is scheduled to announce its latest interest rate decision today, Jan. 28, at 2:00 p.m. ET, following the conclusion of the FOMC meeting that began on Jan. 27. Investors expect interest rates to remain unchanged, with attention now turning to Chair Jerome Powell’s comments.

A dovish tone that implies the possibility of rate cuts later in 2026 could benefit Bitcoin and other risk assets by raising liquidity expectations. Short-term selling pressure could result from a hawkish stance centered on inflation risks or the need to keep rates high.

Institutional flows already show signs of caution. U.S. exchange traded funds have seen mixed flows, with recent withdrawals indicating a defensive posture ahead of the Fed’s decision and ongoing macroeconomic uncertainty.

Analysts warn of downside risks amid macro pressure Analysts point out that monetary policy is not the only issue. Geopolitical tensions, volatile energy prices, and the ongoing corporate earnings season are adding to market risk.

In comments shared exclusively with crypto.news, VALR CEO Farzam Ehsani said traders are increasingly avoiding leverage-heavy strategies as uncertainty rises on both macro and political fronts. He added that when risk appetite fades, Bitcoin typically absorbs the initial selling pressure, leaving altcoins struggling to attract sustained momentum.

Ehsani expects Bitcoin to trade within a $85,000–$90,000 range in the near term. He added that a sustained move below $85,000 could speed up outflows, opening the door towards $80,000, with deeper losses across altcoins if negative catalysts stack up.

Ray Youssef, CEO of NoOnes, shared a similar view in separate comments. He pointed to a fragile market structure and thin liquidity, which have increased sensitivity to sudden shocks, particularly during low-volume trading periods.

Youssef warned that rising geopolitical tensions, a rise in oil prices, and weak earnings from major technology firms could push Bitcoin toward the mid-$70,000 range. He added that, despite “digital gold” narratives, capital has recently flowed into traditional safe havens during periods of political stress, leaving crypto exposed to headline-driven volatility.

A Glassnode analyst has pointed out how Ethereum is retesting a dense supply cluster that could set the tone for where the cryptocurrency heads next.

Ethereum Is Trading At A Dense Level On The CBD In a new post on X, Glassnode analyst Chris Beamish has talked about how Ethereum is looking from the perspective of the Cost Basis Distribution (CBD). The CBD is an on-chain indicator that tells us about the total amount of ETH that investors last purchased at the various levels that the cryptocurrency has visited in its history.

Below is the chart shared by Beamish that shows the CBD heatmap for Ethereum.

The price of the coin appears to be trading near a dense cluster in recent days | Source: ChrisBeamish_ on X As is visible in the graph, Ethereum’s bottom in November gave rise to a dense supply cluster on the CBD around the $2,750 level. Interestingly, the zone has since acted as a support barrier for the asset multiple times.

The explanation behind this trend could lie in investor psychology. Generally, investors are sensitive to a retest of their cost basis since it can lead to a flip in their profit-loss balance. As such, they can be likely to show some kind of move when one takes place.

When the retest is occurring from above, the holders might react by accumulating more in order to defend their break-even level. This is the pattern that has potentially been witnessed since the November bottom. From the chart, it’s apparent that Ethereum retested the $2,750 supply zone twice in December and both times, the asset was able to rebound.

Recently, a third retest has taken place and so far, the support has held, but it only remains to be seen how long the coin will maintain above it. “Holding here suggests absorption and base building, but a breakdown would move price into thinner support where underwater supply may derisk,” explained the analyst.

Usually, regions where a large amount of supply shares a cost basis tend to act as notable sources of support/resistance. The $2,750 cluster might fall in this category, but that doesn’t make it unbreachable. “Next move hinges on this level,” noted Beamish.

In some other news, Ethereum has witnessed a decline in transaction fees recently, as highlighted by Glassnode in an X post.

The value of the metric seems to have been sliding down in recent months | Source: Glassnode on X Following this drawdown, the transaction fees on the Ethereum blockchain has fallen to its lowest level since May 2017, a potential indication that network activity has gone down.

ETH Price At the time of writing, Ethereum is trading around $2,950, down 1.5% over the last week.

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

The event will be livestreamed at 3:30 p.m. PST on February 4 at https://www.ff.com/us/NADA2026/The first FF EAI Robotics product has completed U.S. regulatory certification and will begin sales in parallel with the launch event. LOS ANGELES, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Faraday Future Intelligent Electric Inc. (NASDAQ: FFAI) (“Faraday Future”, “FF” or “Company”), a California-based global shared intelligent electric mobility ecosystem company, today announced additional details for its FF EAI Robotics Product Final Launch being held on February 4, 2026, at the annual National Automobile Dealers Association (NADA) Show in Las Vegas, NV. FF is inviting NADA attendees to join FF at the NADA Show for a landmark moment in the Company’s evolution—the FF EAI Robotics Product Final Launch & FX Partner Recruitment Event.

The FF EAI Robotics Product Final Launch and the FF/FX Par Partner Recruitment Conference on February 4-5 will center around the theme of “Robot & Vehicle +”. FF will provide a comprehensive introduction to how FF leverages its Dual-Flywheel, Dual-Bridge, and Dual-Public-Companies structure and applies an original AI innovation + bridge model approach to systematically address industry pain points across application scenarios, cost, user experience, and ecosystem development—leading the arrival of a new era of EAI.

Event Highlights 

Unveiling of multiple FF Embodied AI (EAI) robots featuring advanced EAI technologies and various user scenarios.Announcement of product pricing and sales and delivery timelines.  Live product showcases with immersive public product experiences. FX Super One sales and Co-Creation model experiences.Recruitment of preliminary sales partners for FF EAI Robotic products.
Events Schedule 

February 4, 2026 - FF EAI Robotics Product Final Launch - Location: NADA Show 2026 - Las Vegas Convention Center, North Hall Booth 6030N 3:00 PM – 3:30 PM PST Check-in3:30 PM – 4:30 PM PST Event February 5, 2026 - FF/FX Partner (Par) Summit in Las Vegas (Invitation-Only) Livestream: Link to watch the livestream for the event https://www.ff.com/us/NADA2026/

Note: Event materials will be available on the FF IR website at https://investors.ff.com/events-and-presentations

ABOUT FARADAY FUTURE

Faraday Future is a California-based global intelligent Company founded in 2014 and is dedicated to reshaping the future of mobility through vehicle electrification, intelligent technologies, and AI innovation. Its flagship vehicle, the FF 91, began deliveries in 2023 and reflects the brand’s pursuit of ultra-luxury, cutting-edge technology, and high performance. FF’s second brand, FX, targets the high-volume mainstream vehicle market. Its first model, Super One, is positioned as a first-class EAI-MPV, with deliveries planned to begin in 2026. FF recently announced its entry into the Embodied AI Robotics business with sales beginning this year, connecting its future strategy of bringing a new era of EAI vehicles and EAI robotics. For more information, please visit https://www.ff.com/

CONTACTS:

Investors (English): [email protected]         

Investors (Chinese): [email protected]

Media: [email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/e91b7215-c539-40ff-a9fa-51c5dea7ae4d

U.S. Trade Representative Jamieson Greer discusses President Donald Trump's decision to raise tariffs on South Korea and a trade agreement between India and the EU on ‘Kudlow.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #kudlow #trump #donaldtrump #tariffs #trade #economy #business #global #southkorea #korea #imports #policy #government #politics #political #politicalnews #international #markets

VANCOUVER, BC / ACCESS Newswire / January 27, 2026 / Banyan Gold Corp. (the "Company" or "Banyan") (TSXV:BYN)(OTCQB:BYAGF) is pleased to announce it has intersected high-grade gold ("Au") mineralization in the Airstrip Deposit ("Airstrip") and Aurex Hill Zone ("Aurex Hill") at its AurMac Project ("AurMac"), Yukon, Canada.

Aurex Hill Intersections (East Powerline Deposit) Highlights:

AX-25-796 - 0.84 g/t Au over 38.9m within 0.64 g/t Au over 76.0m; including high-grade intervals of 26.35 g/t Au over 0.5m,

AX-25-802 - 2.82 g/t Au over 11.8m within 0.78 g/t Au over 51.1m; including high-grade interval of 7.26 g/t Au over 4.3m

Airstrip Intersections Highlights:

AX-25-720 - 1.10 g/t Au over 6.5m within 0.30 g/t Au over 38.9m; includes high-grade intervals of 16.70 g/t Au over 0.4m and 13.80 g/t Au over 1.0m,

AX-25-731 - 2.27 g/t Au over 5.0m, within 1.24 g/t Au over 11.0m; includes high-grade interval of 14.10 g/t Au over 0.5m,

AX-25-758 - 0.90 g/t Au over 18.9m, within 0.51 g/t Au over 43.8m; includes 17.14 g/t Au over 0.3m,

AX-25-792 - 4.25 g/t Au over 3.3m within 0.60 g/t Au over 37.6m; includes 14.60 g/t Au over 0.5m

"The high-grade gold mineralization in the Aurex Hill zone (East Powerline Deposit) and the Airstrip Deposit reinforces our understanding of the high-grade mineralization and achieves the objective of targeting areas suitable for starter pits," said Tara Christie, President and CEO. "In the Aurex Hill zone, high-grade sheeted quartz veins show potential for further expansion of the deposit, while the high-grade structures (marl) with brecciated quartz represent a new drill target (Figure 4). In Airstrip, the skarn mineralization in Cal 2 (lower horizon) shows consistent high-grade gold mineralization with holes AX-25-792 and AX-25-731, indicating the potential for eastward expansion at Airstrip (Figure 7 and 10)."

The high-grade gold drill core from Airstrip, Powerline and the very high-grade silver drill core (News release, January 22, 2026) will be available to view at the AMEBC roundup core shack #823 on January 28-29th, 2026.

Figure 1: Plan map of highlight gold intersections in Aurex HillFigure 2: Cross-section 468850E in Aurex Hill. High-grade mineralization in AX-25-802 has potential to convert waste blocks and extend mineralized domains that are open up and down dip as well as along strike.Figure 3: Cross-section 469050E in Aurex Hill Zone has potential to extend high-grade mineralization in satellite pits in east Powerline.Figure 4: High-grade gold mineralization in AX-25-802 is associated with zones of marl with associated brecciated quartz veins.Figure 5: Sheeted quartz veins in AX-25-796 host high-grade gold mineralization and visible gold.Figure 6: Visible gold grains from drillholes AX-25-796. Multiple instances of visible gold intergrown with Bi-Sulphosalts were intersected at 42.3m (left) and 115.1m (right). These examples of coarse-grained gold mineralization in sheeted quartz veins are typical of Powerline-style mineralization, indicating near-surface high-grade mineralized domains have potential to be expanded in the Aurex Hill area east of Powerline.Figure 7: Plan map of highlight intersections in Airstrip for this release.Figure 8: Cross-section 466400E in Airstrip. Skarn mineralization intersected in drill holes AX-25-747 have potential to expand conceptual pit to the south and west of Airstrip.Figure 9: Cross-section 466800E in Airstrip. Skarn mineralization inAX25-756 and -758 have potential to convert waste blocks at southern edge of the conceptual pit as well as improve continuity of the Cal 1 horizon.Figure 10: Cross-section 467900E in Airstrip. Intersection in drillhole AX-25-792 has potential to extend conceptual satellite pit in the east of AirstripTable 1: Diamond drillhole assay intercepts for Aurex Hill in this release

Hole ID

depth from (m)

depth to (m)

Au Interval (m)

Au Interval (g/t)

AX-25-759

26.2

74.0

47.8

0.66

including

29.2

31.2

2.0

6.85

including

30.2

31.2

1.0

9.72

and including

51.4

52.7

1.3

7.55

and

93.5

94.5

1.0

0.57

and

108.0

109.5

1.5

0.69

AX-25-765

33.5

38.0

4.5

1.66

including

33.5

36.5

3.0

2.13

and

51.0

55.0

4.0

0.62

and

78.5

80.0

1.5

0.53

and

93.2

94.5

1.3

1.77

and

123.2

124.7

1.5

0.42

and

135.5

137.0

1.5

0.57

AX-25-768

26.0

41.2

15.2

0.47

including

38.0

39.6

1.6

1.77

and

58.3

70.8

12.5

0.49

including

58.3

59.7

1.4

2.19

and

120.9

122.9

2.0

0.86

including

120.9

122.1

1.2

1.16

and

175.4

176.6

1.2

0.31

AX-25-796

3.0

54.2

51.2

0.42

including

3.0

6.1

3.1

2.55

and including

30.0

30.4

0.4

1.65

and including

41.2

54.2

13.0

0.46

including

53.5

54.2

0.7

3.06

and

76.2

152.2

76.0

0.64

including

81.3

92.5

11.2

1.07

including

81.3

82.0

0.7

6.74

and including

91.0

92.5

1.5

4.89

and including

105.2

144.1

38.9

0.84

including

105.2

105.6

0.4

7.29

and including

115.1

115.6

0.5

26.35

and including

125.0

125.6

0.6

5.57

and including

127.7

138.4

10.7

0.62

and

176.3

176.8

0.5

10.03

AX-25-802

11.5

18.8

7.3

0.29

and

23.5

27.6

4.1

0.27

and

36.4

38.0

1.6

0.45

and

51.8

52.7

0.9

0.88

and

85.6

88.2

2.6

0.44

and

107.0

108.5

1.5

0.42

and

131.4

182.5

51.1

0.78

including

154.2

166.0

11.8

2.82

including

161.7

166.0

4.3

7.26

including

164.5

166.0

1.5

12.60

Table 2: Diamond drillhole assay intercepts for Airstrip in this release

HOLE NUMBER

depth from

depth to

Au Interval (m)

Au Interval (g/t)

AX-25-686

15.0

16.5

1.5

0.66

and

52.6

70.2

17.6

0.33

including

52.6

53.9

1.3

1.14

and

91.5

112.4

20.9

0.64

including

91.5

103.5

12.0

0.98

and

138.2

148.5

10.3

1.03

including

143.1

144.4

1.3

5.22

and

172.0

173.5

1.5

0.32

and

186.0

196.5

10.5

0.31

AX-25-689

19.3

20.4

1.1

0.51

and

74.5

76.0

1.5

0.68

and

87.6

115.8

28.2

0.37

including

106.0

107.4

1.4

1.97

and

146.5

167.4

20.9

0.33

and

186.2

189.1

2.9

0.96

including

186.2

187.6

1.4

1.18

AX-25-691

15.5

17.0

1.5

0.42

and

105.5

131.5

26.0

0.39

including

113.0

122.5

9.5

0.77

and

149.0

243.2

94.2

0.54

including

157.6

182.2

24.6

0.35

and including

198.4

220.8

22.4

0.52

including

220.4

220.8

0.4

6.82

and including

240.1

242.3

2.2

9.09

including

241.0

241.6

0.6

14.10

and

262.8

272.9

10.1

0.69

including

267.1

268.5

1.4

3.49

AX-25-720

12.9

51.8

38.9

0.30

including

45.3

51.8

6.5

1.10

including

45.3

45.6

0.3

14.40

and

82.4

84.9

2.5

9.81

including

82.4

82.8

0.4

16.70

and including

83.9

84.9

1.0

13.80

AX-25-731

36.2

47.2

11.0

1.24

including

37.7

42.7

5.0

2.27

including

38.6

39.1

0.5

14.10

and

73.8

74.4

0.6

0.91

and

79.0

80.5

1.5

0.40

AX-25-742

124.4

126.0

1.6

0.36

and

143.5

150.0

6.5

0.73

including

149.0

150.0

1.0

3.12

and

176.0

180.5

4.5

0.65

and

201.6

202.5

0.9

0.53

and

208.0

210.7

2.7

0.39

and

218.6

220.2

1.6

0.39

and

235.2

237.0

1.8

8.27

including

235.2

235.8

0.6

25.40

AX-25-747

56.8

63.4

6.6

0.57

including

61.9

63.4

1.5

1.70

and

86.0

101.4

15.4

0.61

including

92.9

94.2

1.3

4.66

and

112.5

114.2

1.7

0.89

and

142.3

213.6

71.3

0.50

including

142.3

143.2

0.9

3.38

and including

161.5

162.6

1.1

1.54

and including

189.0

212.2

23.2

0.83

including

191.2

194.6

3.4

3.25

and including

211.2

212.2

1.0

4.75

and

234.7

236.7

2.0

0.30

AX-25-749

81.5

82.0

0.5

0.32

and

100.5

102.5

2.0

0.83

and

119.0

132.6

13.6

0.28

and

149.1

167.3

18.2

0.56

including

149.1

151.0

1.9

2.86

and including

163.0

164.6

1.6

1.02

and

211.4

218.5

7.1

0.43

and

227.3

233.3

6.0

0.31

AX-25-756

64.1

131.6

67.5

0.35

including

66.6

70.2

3.6

0.90

and including

87.2

90.2

3.0

1.00

and including

110.3

126.0

15.7

0.55

including

125.0

126.0

1.0

3.81

and

149.9

171.9

22.0

0.34

including

164.7

167.4

2.7

1.24

and

189.7

191.2

1.5

0.49

AX-25-758

53.0

61.0

8.0

0.45

including

59.4

61.0

1.6

1.89

and

81.7

82.8

1.1

1.35

and

91.2

92.4

1.2

0.46

and

95.2

95.8

0.6

0.56

and

135.2

179.0

43.8

0.51

including

160.1

179.0

18.9

0.90

including

160.1

160.4

0.3

17.14

and including

174.4

175.3

0.9

4.64

and

200.7

203.0

2.3

0.51

AX-25-762B

7.5

9.0

1.5

0.76

and

65.3

76.2

10.9

1.13

including

66.6

73.2

6.6

1.41

including

68.1

69.3

1.2

4.64

and

93.8

139.1

45.3

0.29

including

107.3

108.4

1.1

1.68

and including

121.9

135.5

13.6

0.39

and

174.0

178.5

4.5

2.03

including

175.9

178.5

2.6

3.14

including

175.9

176.2

0.3

19.60

and

205.6

206.0

0.4

0.88

and

212.2

213.3

1.1

0.32

and

215.8

217.8

2.0

0.57

and

233.5

235.0

1.5

0.36

and

246.0

247.5

1.5

0.33

and

250.5

252.0

1.5

0.38

and

255.0

256.5

1.5

0.33

and

258.0

259.5

1.5

0.33

and

275.9

277.5

1.6

0.32

and

285.6

291.5

5.9

0.82

including

285.6

287.0

1.4

2.48

AX-25-775

25.7

27.2

1.5

0.32

and

28.7

30.2

1.5

0.35

and

112.1

114.6

2.5

0.54

and

133.1

185.8

52.7

0.47

including

153.0

153.4

0.4

1.57

including

170.0

185.8

15.8

1.09

including

175.6

185.8

10.2

1.58

including

175.6

178.9

3.3

2.68

and

213.5

215.9

2.4

0.42

and

223.0

224.0

1.0

0.87

and

242.6

243.4

0.8

1.30

and

277.5

278.5

1.0

0.32

and

313.1

314.6

1.5

0.57

AX-25-780

13.0

81.3

68.3

0.40

including

28.0

31.5

3.5

1.33

and including

76.0

81.3

5.3

2.12

including

80.2

80.6

0.4

17.10

AX-25-792

52.4

55.4

3.0

1.22

including

52.4

53.9

1.5

1.98

and

129.1

130.6

1.5

0.31

and

135.1

136.6

1.5

0.50

and

141.4

143.0

1.6

0.30

and

160.2

197.8

37.6

0.60

including

177.4

180.7

3.3

4.25

including

177.4

178.9

1.5

8.43

including

177.4

177.9

0.5

14.60

and including

196.7

197.8

1.1

3.59

Note: Calculated true widths are approx. 90% of reported drill widths.

Table 3: Collar Locations for drillholes in this release

HOLE ID

EASTING (m)

NORTHING (m)

ELEVATION (m)

Depth (m)

Azimuth

Dip

AX-25-686

467313

7083850

787

199.6

0

-60

AX-25-689

467285

7083788

786

231.7

0

-60

AX-25-691

467190

7083765

785

274.3

0

-60

AX-25-720

466562

7084003

736

91.4

0

-60

AX-25-731

467700

7083976

792

85.3

0

-60

AX-25-742

466503

7083708

728

251.5

0

-60

AX-25-747

466382

7083763

726

251.5

0

-60

AX-25-749

466308

7083817

713

256.0

0

-60

AX-25-756

466706

7083821

756

201.2

0

-60

AX-25-758

466774

7083743

763

278.8

0

-60

AX-25-759

469621

7082616

988

147.8

0

-60

AX-25-762B

466802

7083830

765

310.9

0

-60

AX-25-765

469680

7082559

992

175.3

0

-60

AX-25-768

469735

7082563

994

196.6

0

-60

AX-25-775

466855

7083774

767

326.1

335

-53

AX-25-780

466812

7084016

770

150.9

0

-60

AX-25-792

467882

7083972

794

202.7

0

-60

AX-25-796

469057

7082690

965

189.0

0

-60

AX-25-802

468849

7082657

943

185.9

0

-60

Analytical Method and Quality Assurance/Quality Control Measures

All diamond drill core was systematically logged and photographed by Banyan geology personnel. All core samples (HTW and NTW diameter) were split on-site at Banyan's core processing facilities. Once split, half samples were placed back in the core boxes with the other half of split samples sealed in poly bags with one part of a three-part sample tag inserted within. Samples were delivered by Banyan personnel or a dedicated expediter to the Bureau Veritas, Whitehorse preparatory laboratory where samples are prepared and then shipped to Bureau Veritas's Analytical laboratory in Vancouver, B.C. for pulverization and final chemical analysis.

Core splits reported in this news release were analysed by Bureau Veritas of Vancouver, B.C., utilizing the four-acid digestion ICP-ES 35-element MA-300 or ICP-ES/MS 59-element MA-250 analytical package with FA-450 50-gram Fire Assay with AAS finish for gold on all samples. Samples returning >10 g/t Au were reanalysed by fire assay with gravimetric finish on a 50g sample (FA-550). High-grade samples with documented visible gold are also analysed using metallic screen fire assay (FS-652). Bureau Veritas is an accredited lab following ISO/IEC 17025:2017 SCC File Number 15895. A robust system of standards, ¼ core duplicates and blanks has been implemented in the 2025 exploration drilling program and is monitored as chemical assay data becomes available.

Qualified Persons

Duncan Mackay, M.Sc., P.Geo., is a "Qualified Person" as ‎defined under National Instrument 43-101, Standards of Disclosure for Mineral Projects ("NI 43-101"), and has reviewed and approved the content of this news release in respect of all disclosure other than the MRE.‎ Mr. Mackay is Vice President Exploration for Banyan and has verified the data disclosed in this news release, including the sampling, ‎‎analytical and test data underlying the information.

Upcoming Events

AME Roundup, Vancouver, January 28 - 29

Core Shack Booth 823

Money Talks: World Outlook Financial Conference, Vancouver, February 6 - 7

121 Mining Investment, Cape Town, February 9 - 10

African Mining Indaba, Cape Town, February 9 - 12

BMO 35rd Global Metals, Mining & Critical Minerals Conference, Hollywood, FL, February 22 - 25

About Banyan

Banyan's primary asset, the AurMac Project is located in the Traditional Territory of First Nation of Na-Cho Nyäk Dun, in Canada's Yukon Territory. The current Mineral Resource Estimate ("MRE") for the AurMac Project has an effective date of June 28, 2025 and comprises an Indicated Mineral Resource of 2.274 million ‎ounces of gold ("Au") (112.5 M tonnes at 0.63 g/t) and an Inferred Mineral Resource of 5.453 Moz of Au (280.6 M tonnes at 0.60 g/t ) (as defined in the Canadian Institute of Mining, Metallurgy and Petroleum ("CIM") Definition ‎Standards for Mineral Resources & Mineral Reserves incorporated by reference into NI 43‑101). The 303 square kilometres ("sq km") AurMac Project lies 40 kilometres from Mayo, Yukon. The AurMac Project is transected by the main Yukon highway and benefits from a 3-phase powerline, existing power station and cell phone coverage.

Table 4: Pit-Constrained Indicated and Inferred Mineral Resources - AurMac Project

Deposit

Gold Cut-Off (g/t)

Tonnage
(M Tonnes)

Average Gold Grade (g/t)

Contained Gold (Moz)

Indicated MRE

Airstrip

0.30

27.7

0.69

0.611

Powerline

0.30

84.8

0.61

1.663

Total Combined Indicated MRE

0.30

112.5

0.63

2.274

Inferred MRE

Airstrip

0.30

10.1

0.75

0.245

Powerline

0.30

270.4

0.60

5.208

Total Combined Inferred MRE

0.30

280.6

0.60

5.453

Notes to Table 3:

The effective date for the MRE is June 28, 2025, and was prepared by Marc Jutras, P.Eng., M.A.Sc., Principal, Ginto Consulting Inc., an independent "Qualified Person" within the meaning of NI 43-101.

Mineral Resources, which are not Mineral Reserves, do not have demonstrated economic viability. The estimate of Mineral Resources may be materially affected by environmental, permitting, legal, title, taxation, sociopolitical, marketing, changes in global gold markets or other relevant issues.

The CIM Definition Standards were followed for classification of Mineral Resources. The quantity and grade of reported Inferred Mineral Resources in this estimation are uncertain in nature ‎and there has been insufficient exploration to define these Inferred Mineral Resources as an ‎Indicated Mineral Resource.

Mineral Resources are reported at a cut-off grade of 0.30 g/t gold for all deposits, using a US$/CAN$ exchange rate of 0.73 and constrained within an open pit shell optimized with the Lerchs-Grossman algorithm to constrain the Mineral Resources with the following estimated parameters: gold price of US$2,050/ounce, US$2.50/t mining cost, US$10.00/t processing cost, US$2.00/t G+A, 90% gold recoveries, and 45° pit slopes.1

The number of tonnes and ounces was rounded to the nearest thousand. Any discrepancies in the totals are due to rounding effects.

In addition to the AurMac Project, the Company holds the Hyland Gold Project, located 70 km Northeast of Watson Lake, Yukon, along the Southeast end of the Tintina Gold Belt (the "Hyland Project") in the Traditional Territory of the Kaska Nations, closest to the Liard First Nation and Daylu Dena Council. The Hyland Project represents a sediment hosted, structurally controlled, intrusion related gold deposit, within a large land package (over 125 sq km), accessible by a network of existing gravel access roads. The updated MRE comprises an Indicated Mineral Resource of 337 thousand ("K") ‎ounces ("oz") of gold ("Au") and 2.63 million ("M") oz of silver ("Ag") (11.3 M tonnes of ore at 0.93 g/t Au and 7.27 g/t Ag), and an Inferred Mineral Resource of 118 Koz of Au and 0.86 Moz Ag (3.9 M tonnes of ore at 0.95 g/t Au and 6.94 g/t Ag)(as defined in the Canadian Institute of Mining, Metallurgy and Petroleum ("CIM") Definition ‎Standards for Mineral Resources & Mineral Reserves incorporated by reference into NI 43‑101) effective September 1, 2025 and with technical report filed on Sedar on October 27, 2025.

Banyan also holds the Nitra Gold Project, a grassroots exploration project located in the Mayo Mining district, approximately 10 km west of the AurMac Gold property. The Nitra Property lies in the northern part of the Selwyn basin and is underlain by metaclastic rocks of the Late Proterozoic Yusezyu Formation of the Hyland Group, similar to lithologies hosting portions of the AurMac Project. Middle Cretaceous Tombstone Plutonic suite intrusions occur along the property including the Morrison Creek and Minto Creek stocks. The property is 100% owned and operated by Banyan and covers approximately 313.9 sq km. The property is accessible by road along the Silver Trail Highway, South McQuesten Road and 4x4 roads.

Banyan trades on the TSX-Venture Exchange under the symbol "BYN" and is quoted on the OTCQB Venture Market under the symbol "BYAGF". For more information, please visit the corporate website at or contact the Company.

ON BEHALF OF BANYAN GOLD CORPORATION

(signed) "Tara Christie"
Tara Christie
President & CEO

For more information, please contact:

Tara Christie • 778 928 0556 • [email protected]
Jasmine Sangria • 604 312 5610 • [email protected]

CAUTIONARY STATEMENT: Neither the TSX Venture Exchange, its Regulation Services Provider (as that term is defined in policies of the TSX Venture Exchange) nor OTCQB Venture Market accepts responsibility for the adequacy or accuracy of this release.

No stock exchange, securities commission or other regulatory authority has approved or disapproved the information contained herein.

FORWARD LOOKING INFORMATION: This release contains forward-looking information, which is not comprised of historical facts and is based upon the Company's current internal expectations, estimates, projections, assumptions and beliefs. Such information can generally be identified by the use of forwarding-looking wording such as "may", "will", "expect", "estimate", "anticipate", "intend(s)", "believe", "potential" and "continue" or the negative thereof or similar variations, Forward-looking information involves risks, uncertainties and other factors that could cause actual events, results, performance, prospects and opportunities to differ materially from those expressed or implied by such forward-looking information. Forward looking information in this news release includes, but is not limited to, the potential for resource expansion; the potential to convert inferred resources into indicated resource, mineral resource estimates; mineral recoveries and anticipated mining costs. Factors that could cause actual results to differ materially from such forward-looking information include uncertainties inherent in resource estimates, continuity and extent of mineralization, capital and operating costs varying significantly from estimates, the preliminary nature of metallurgical test results, delays in obtaining or failures to obtain required governmental, environmental or other project approvals, political risks, uncertainties relating to the availability and costs of financing needed in the future, changes in equity markets, inflation, changes in exchange rates, fluctuations in commodity prices, and the other risks involved in the mineral exploration and development industry, enhanced risks inherent to conducting business in any jurisdiction, and those risks set out in Banyan's public documents filed on SEDAR. Although Banyan believes that the assumptions and factors used in preparing the forward-looking information in this news release are reasonable, undue reliance should not be placed on such information, which only applies as of the date of this news release, and no assurance can be given that such events will occur in the disclosed time frames or at all. Banyan disclaims any intention or obligation to update or revise any forward-looking information, whether as a result of new information, future events or otherwise, other than as required by law.

1 The gold price and cost assumptions are consistent with current pricing assumptions and costs and, in particular, with those employed for recent technical reports for similar pit-constrained Yukon gold projects.

SOURCE: Banyan Gold Corp.

HomeStock IdeasLong IdeasConsumer 

SummaryToll Brothers, Inc., receives a buy rating as valuation remains reasonable, with upside potential, despite cost pressures and market headwinds.TOL's strategic focus on affluent buyers and geographic diversification, especially in Texas and Florida, supports resilient demand and mitigates cyclicality.Robust liquidity, prudent debt management, and strong operating cash flow provide a substantial capital buffer and support ongoing dividends and buybacks.Technical analysis signals bullish momentum; a potential dip from overbought conditions may present attractive entry points for investors. Sundry Photography/iStock Editorial via Getty Images

If you remember, I expressed my cautious stance in my previous coverage of Toll Brothers, Inc. (TOL). And I believe that I made a good call considering the stubborn inflation and

Analyst’s Disclosure: I/we have a beneficial long position in the shares of TOL 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.

Boston Dynamics' Atlas appears to have an edge over Tesla's Optimus.

Over its history, Tesla (TSLA 0.99%) has changed its strategic objectives multiple times.

With its EV business now stalling after two straight years of declining unit sales, Tesla has now shifted investor focus to autonomy, namely its emerging robotaxi network and its autonomous humanoid robot, Optimus.

From an investor's perspective, that strategy has been a success so far. As of Jan. 27, Tesla stock is trading near all-time highs with a market cap just shy of $1.5 trillion, despite flattish growth and declining profit margins over the last two years. Investors have bought into Musk's pitch about autonomy, and believe Tesla will be the leader of a potentially massive industry made up of self-driving cars and autonomous robots.

However, there's another robotics company that was valued at just $1 billion five years ago that is now arguably ahead of Tesla in autonomous robots. That's Boston Dynamics, which is now majority-owned by Hyundai Motor Group.

Hyundai acquired an 80% stake in Boston Dynamics from Softbank in June 2021, which valued the robot maker at $1.1 billion.

The Atlas robot (left) was named Best Robot at CES. Image source: Boston Dynamics.

What you should know about Boston Dynamics Boston Dynamics may not be a household name, but you've likely seen videos of its robots, including a quadrupedal, dog-like robot called Spot, which was its first commercial robot to go on sale in 2020, Stretch, a robot designed to automate warehouse tasks like moving boxes, and Atlas, a humanoid robot that was just named best robot at the CES show earlier this month.

CNET Group, which assembled a voting panel of more than 40 experts that awarded Atlas "Best Robot," said, "The Atlas was hands-down the best of the humanoid bunch we saw at CES 2026. The prototype version demoed at the show impressed us with its naturalistic walking gait. Meanwhile, the sleek product version is ready to be deployed into Hyundai manufacturing facilities from this year, where it might just be working on your next car."

Is the Boston Dynamics Atlas better than the Tesla Optimus? Neither the Atlas nor the Optimus is on the market yet, so a straightforward evaluation of the two robots is difficult.

However, the Atlas is poised to be first to market as Boston Dynamics is now beginning commercial production with plans for tens of thousands of Atlas robots to be used in Hyundai factories. Additionally, Boston Dynamics forged a partnership with Google DeepMind to integrate its foundation models into Atlas.

At this point, the consensus is that Atlas has an edge over Optimus in areas like mobility and agility, and barring a major surprise, it will be first to market. Tesla bulls may tout its AI and software capabilities, but it's unclear if that's a true advantage for Tesla, considering the Atlas also has autonomous capabilities.

For now, it's clear at the very least that Tesla has serious competition in humanoid robotics and there's a good argument that it's fallen behind Boston Dynamics.

It's also worth remembering that Boston Dynamics was worth just $1.1 billion five years ago, which means that either investors are dramatically overvaluing Tesla's Optimus, or Hyundai got an incredible bargain when it acquired that stake from Softbank.

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What it means for Hyundai Hyundai Motor Group, which includes Kia and Genesis, is now the world's third-largest automaker behind Toyota and Volkswagen as of 2024 data, and it's also the third-largest EV-maker in the world behind Tesla and BYD in part due to the success of its Ioniq line of vehicles.

If Hyundai were a U.S.-listed stock, it would likely be getting a lot of attention from investors here, especially with the recent success of Boston Dynamics, but it's listed in South Korea, meaning investors can either purchase it over-the-counter or directly through a brokerage that allows investing in the Korea Exchange.

Hyundai currently has a market cap of roughly $90 billion, and it trades at a price-to-earnings ratio of just 12. For a company that's emerging as a leader in autonomous robots and is a top producer of both combustion and electric vehicles, that looks like a bargain price.

Rather than pay a sky-high premium for Tesla, Hyundai offers exposure to a strong and growing auto manufacturer with a thriving robotics business at an excellent price.

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.

Semiconductor stocks look poised for further gains as investment in artificial intelligence (AI) infrastructure accelerates.

Over the last few years, technology investors have witnessed unprecedented sums poured into artificial intelligence (AI) infrastructure. Hyperscalers such as Microsoft, Amazon, Alphabet, Meta Platforms, Oracle, and OpenAI are collectively spending hundreds of billions of dollars to build data centers and equip these facilities with clusters of AI chips and networking gear.

I'll reveal my top three semiconductor stocks to buy in 2026 as investment along the chip value chain continues to accelerate. For investors with available capital, a $50,000 investment spread across these three stocks could become a multibagger in the long run.

1. Nvidia While it may be the most obvious choice, it's just too hard to pass on Nvidia (NVDA +1.15%). Nvidia's lineup of graphics processing units (GPUs) and CUDA software stack have become the default platform on which generative AI is built and trained.

According to research from Gartner, revenue from AI processing semiconductors exceeded $200 billion last year. That said, Bloomberg Intelligence (BI) is forecasting the AI GPU market to grow at a compound annual growth rate (CAGR) of 14% through 2033 -- ultimately reaching a total addressable market (TAM) of $486 billion. What's even more encouraging is that BI suggests Nvidia could maintain up to 75% market share through 2030.

While this is good news for Nvidia's GPU empire, the company is already laying the groundwork for new business lines as well.

For example, Nvidia is complementing its training expertise with new inference capabilities -- striking a $20 billion partnership with inference specialist Groq. As this relationship matures, Nvidia could surprise investors and potentially expand its leadership position in the AI chip landscape as developers rely on the company for a full-stack infrastructure approach.

Despite its tight grip on the AI data center market, Nvidia stock is trading at its cheapest levels in over a year based on forward price-to-earnings (P/E) trends. This could suggest that investors are beginning to view Nvidia as a maturing business -- one threatened by rising competition from Advanced Micro Devices and Broadcom.

While the competitive landscape is intensifying, new chip architectures are entering a market that is still expanding. In other words, the AI chip opportunity has room for multiple winners.

I think Nvidia stock is a no-brainer at its current valuation. Investors with a long-run time horizon should consider Nvidia a buy-and-hold position throughout the AI infrastructure chapter.

Image source: Nvidia.

2. Taiwan Semiconductor Manufacturing A natural complement to a position in Nvidia is an allocation in Taiwan Semiconductor Manufacturing (TSM +1.70%). The reason is simple: Chip designers like Nvidia, AMD, Broadcom, and many more outsource their manufacturing needs to Taiwan Semi.

While the company faces some competition in the foundry market from Intel and Samsung, TSMC is the largest chip manufacturer in the world in terms of revenue -- holding nearly 70% market share. At a high level, TSMC's role in the AI chip industry in one of a pick-and-shovel business.

But what makes Taiwan Semi so unique is that the company's foundry is used to manufacture different types of chips -- from general-purpose GPUs to custom silicon solutions. This puts the company in a position to sustain its growth profile no matter whose chips are in demand.

Against this backdrop, the company appears well-positioned to capture a meaningful portion of the expanding AI chip market. As hyperscalers double down on AI capital expenditures (capex), TSMC can use these infrastructure tailwinds as a proxy for future business.

With revenue and profit margins soaring, Taiwan Semi's leadership has made it clear that the company will continue investing in additional manufacturing facilities and expand its geographic footprint over the coming years -- suggesting further upside from the ongoing chip supercycle is on the horizon.

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3. Micron Technology The proliferation of large language models (LLMs) and generative AI services has created a bottleneck as it relates to AI workloads. To ensure data flows efficiently across GPU clusters, companies are now required to invest heavily in high-bandwidth memory (HBM) and storage solutions.

Micron Technology (MU +5.34%) has been a clear beneficiary of this trend. For the company's fiscal first quarter of 2026 (period ended Nov. 27), Micron's revenue in its dynamic random access memory (DRAM) division soared 69% year over year, while NAND sales rose by 22%.

While this is impressive, the real story around Micron is its profitability profile versus its valuation. Over the last year, Micron has generated earnings per share (EPS) of roughly $10. But for this year, Wall Street is calling for EPS to triple. These unit economics suggest that Micron is able to command lucrative pricing power in light of memory and storage becoming a necessity in the broader chip stack.

While its outlook is strong, it would appear that growth investors have not yet woken up to the sleeping giant that is Micron. The company is still valued at a rather modest forward P/E of 11, steeply discounted to other leaders in the chip realm.

I think 2026 could be Micron's breakout year. Now looks like an interesting time to consider scooping up shares of Micron at a reasonable price.

Adam Spatacco has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Intel, Meta Platforms, Micron Technology, Microsoft, Nvidia, Oracle, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and Gartner. The Motley Fool has a disclosure policy.

New Analysis of 1 Billion+ Reviews and Contributions Shows Experiences Driving Travel Planning

, /PRNewswire/ -- Tripadvisor®, the world's largest travel guidance platform, today announced the launch of its second annual Trendcast report, exploring the trends defining travel this year.

Informed by Tripadvisor's global insights, the 2026 Trendcast is based on search, booking and behavioral data, along with user generated content from the platform's more than one billion reviews and contributions.

Key trends for this year include a surge in pet-friendly travel bookings (up 260% year-on-year) and the growth of extreme adventure experiences (up 79% year-over-year). But the real story is the value placed on experiences themselves. Travelers aren't just visiting destinations anymore, they're intentionally planning trips around the activities, experiences and connections they want to have.

From 'Sweat Jetting' marathoners racing through mountain paths to families embracing child-led trip planning, these trends reveal how travelers are seeking out experiences that spark real connection with places, passions, local experts, and their travel companions.

"This year's Trendcast continues to reflect a shift in how people are approaching travel, with experiences increasingly leading travel decisions," said Laurel Greatrix, chief communications officer at Tripadvisor. "Across searches, bookings, and reviews, we see consistent patterns: travelers are prioritizing experiences that create local connection, offer physical challenge, and make it easier for the whole group to say yes. These aren't fringe behaviors — they're reshaping how trips get planned."

This year's forecast explores the holistic experience of travel, from active adventures to meaningful connections. See below for a selection of the top trends. The full report including all trends identified can be found on Tripadvisor Trendcast.

The Trend: Sweat Jetting 
Active travel has shifted from hobby to identity as travelers chase personal bests and outdoor adventures. "Mara-cations" and "race-cations" (also known as fitness tourism) are booming, with athletes running mountain paths in Chamonix and ultra-marathons in Patagonia. Major marathons bring in more visitors than cities usually see: +300% for the Chicago Marathon, +228% for the Boston Marathon, and +222% for the Berlin Marathon. Sports fandom is driving +25% growth in stadium tours and experiences bookings, year-over-year.

Where: Discover Cycling Adventures in Marrakech, join the Tokyo Marathon or push your limits with an Olympic Games Small-Group Workout and Race in Athens.

The Trend: Extreme and on the Edge 
Travelers are flocking to high-impact adventures that test limits while making the extraordinary accessible. Glacier tours (+29%), lava field excursions (+79%), and heli-hiking adventures (+56%) are seeing significant year-on-year growth as visitors seek experiences at the edge, from tracking snow leopards in Ladakh to exploring underground catacombs in Rome.

Where: From Snow Leopard Trek in Ladakh to Derinkuyu Underground City tours in Turkey, explore everywhere from high altitudes to the depths of the earth.

The Trend: It's a Kid's World 
Child-led trip planning is revolutionizing family travel, with kids picking where to go and what to do, while parents handle logistics. Experience bookings with children's tickets are up +19% year-over-year, with particularly strong growth in heritage tours (+40%) and cooking classes (+47%) as families seek meaningful immersion together.

Where: Explore kids-focused itinerary experiences in London with a Harry Potter Tour, Seoul K-pop Hunters tours, or Rome Pizza-Making Classes designed specifically for kids.

The Trend: Soft Clubbing
Nightlife is evolving beyond traditional club scenes toward bookable music experiences that feel restorative and communal. DJ sets on the water have seen +29% year-on-year booking growth, while listening bars have hit the mainstream, surging +64% as travelers seek intentional music experiences at vinyl-focused venues like Tokyo's Bar Martha and New York's Public Records.

Where: Explore different types of nightlife like a Silent Disco London Thames Boat Party, a wellness music experience at the Salt Sauna, Oslo or a Soundbath under the stars, Joshua Tree.

The Trend: VIP (Very Important Pet) Tourism 
Pet-friendly travel has exploded, with bookings for dog-welcome experiences up +260% year-on-year. The days of leaving pets at home are over and travelers are building entire vacations around what their four-legged family members will love, from luxury pet amenities to animal encounters.

Where: Center your trip around your furry friend with a Monterey Bay Famous Dog Friendly Electric Bike and Sidecar Tour, Dog Friendly Sedona Outlaw Trail: 3-Hr 4x4 Tour of Western Canyons or get cozy at Cat Cafe Mocha Harajuku located across Japan, Korea, Taiwan, and Vietnam.

To explore the full report and learn more about the trends visit: http://tripadvisortrendcast.com/.

Methodology 
The Tripadvisor Trendcast is grounded in the global behavior of the millions of travelers who turn to us to plan their trips and share their experiences. To uncover this year's trends, we partnered with Stylus, a leading consumer trend forecaster, blending broader cultural shifts with changes observed across our proprietary data—spanning experience bookings, hotel demand, and review mentions. The result is a forward-looking perspective on how travel is evolving in the years ahead. All data attribution: Tripadvisor Group Internal Data: 2024-2025.

About Tripadvisor Tripadvisor, the world's largest travel guidance platform*, helps millions of people each month** become better travelers, from planning to booking to taking a trip. Travelers across the globe use Tripadvisor's website and app to discover where to stay, what to do and where to eat based on guidance from those who have been there before. With more than a billion reviews and contributions, travelers turn to Tripadvisor to find deals on accommodations, book experiences, reserve tables at delicious restaurants and discover great places nearby.

Tripadvisor LLC is a wholly owned subsidiary of Tripadvisor, Inc. (Nasdaq: TRIP). The subsidiaries of Tripadvisor, Inc. own and operate a portfolio of travel media brands and businesses, operating under various websites and apps.

* Source: SimilarWeb, unique users de-duplicated monthly, January 2025
** Source: Tripadvisor internal log files

SOURCE Tripadvisor

Key Takeaways Google's Gemmini is gaining ground in the Chatbot race.OpenAI's valuation is soaring amid a fresh investment from SoftBank.The rise of "agentic AI" is threatening traditional software companies. Artificial intelligence is all the hype currently on Wall Street. Below are three of the most important Ai stories that are worth following:

1.      AI Chatbot Race Tightens Amid Gemini SuccessOpenAI, which is closely partnered with tech juggernaut Microsoft ((MSFT - Free Report) ), is responsible for ushering in the AI revolution with the 2022 launch of the wildly popular “ChatGPT” large language model. However, the race for generative AI chatbot supremacy has tightened recently amid rising competition from Alphabet’s ((GOOGL - Free Report) ) “Gemini” chatbot. According to data sourced from Similarweb, ChatGPT holds 68% of the AI chatbot market, down from 87.2% a year ago. Meanwhile, Google’s Gemini has become the fastest-growing competitor, increasing its share of the pie to 18.2% from just 5.4% in January 2025.

Image Source: Vertu

2.      AI Valuations Soar Amid Fresh Investments, BreakthroughsOpenAI Valuation Soars as SoftBank Invests $30 BillionDespite intensifying chatbot competition, deep-pocketed investors remain keen to get their hands on the privately-held OpenAI. According to “The Wall Street Journal”, SoftBank is in talks to invest up to $30 billion more into OpenAI’s most recent round of $100 billion. If confirmed, the news would mean OpenAI’s valuation could soar to as high as $830 billion.

Anthropic Transforms Coding, Ups Revenue ForecastAnthropic’s “Claude Cowork platform is enjoying its “ChatGPT” moment. In fact, in recent comments at the “World Economic Forum” (WEF) last week, Anthropic CEO Dario Amodei predicted that AI models will be able to do ‘most, maybe all’ of what software engineers do end-to-end within 6 to 12 months, effectively shifting engineers to editors. Meanwhile, Anthropic upped its 2026 revenue forecast by 20% to $55 billion.

Image Source: Zacks Investment Research

Zoom ((ZM - Free Report) ) shares surged recently amid Anthropic’s success. The company invested $53 million in Anthropic in 2023. Today, ZM’s stake is estimated to be at least $2 billion. Other tech giants, such as Amazon ((AMZN - Free Report) ), also hold stakes in Anthropic.

3.      ‘Clawdbot’ Ushers in the Era of Agentic AI‘Agentic AI’ refers to AI technology that independently achieves complex, multi-step goals with limited human oversight. Unlike generative AI that is reactive, agentic AI is proactive. Clawdbot (now known as Moltbot due to trademark considerations from Anthropic) was created by developer Peter Steinberger. Clawdbot has gone viral recently for its ability to automate AI-driven workflows. Investors appear to be selling traditional software stocks like DocuSign ((DOCU - Free Report) ) amid fears of disruption.

Bottom Line

The AI “Chatbot Wars” are heating up as ‘Gemini’ steals market share from ‘ChatGPT.’ Despite the intensifying competition, AI valuations are soaring. Meanwhile, the real story of 2026 so far is the rise of agentic AI.

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.

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.

Ad hoc announcement pursuant to Art. 53 LR

Regulatory dossier to obtain marketing authorization for QUVIVIQ has been submitted to ANVISA in Brazil Allschwil, Switzerland – January 28, 2026
Idorsia Ltd (SIX: IDIA) announces an exclusive license and supply agreement with EMS S.A., Brazil’s largest privately-owned pharmaceutical company, to bring QUVIVIQ™ (daridorexant) to patients across Latin America. This partnership marks another milestone in Idorsia’s mission to make QUVIVIQ available worldwide.

Srishti Gupta, MD, Chief Executive Officer of Idorsia, commented:
“We are very excited to join forces with EMS, a market leader with exceptional commercial reach and expertise. This collaboration is a strategic step forward in our global expansion, ensuring that patients in Latin America will soon have access to our innovative treatment for insomnia – the only medication to have shown improvement on daytime functioning and treat insomnia as a 24-hour disorder. Together, we aim to transform the nights and days for millions of people struggling with this condition.”

Under the licensing and supply agreement, EMS will be responsible for the registration and commercialization of QUVIVIQ in Latin America. The filing of a regulatory dossier with ANVISA to obtain marketing authorization in Brazil took place in 2025. Idorsia is entitled to receive:

Total milestone compensation of USD 20 million for the execution of the agreement, first filing and launch of QUVIVIQ;Supply price plus double-digit royalties on net sales in Brazil and Mexico;Shared milestone payments due to EMS and royalties by sub-licensees in other Latin America countries. QUVIVIQ – a different kind of insomnia treatment
Insomnia affects millions in Latin America, yet current treatments are often associated with next-day drowsiness, risk of dependence, and withdrawal symptoms – leaving a clear unmet need for safer, effective alternatives.

QUVIVIQ, discovered by Idorsia, works differently from traditional hypnotics. By selectively blocking orexin receptors, it regulates overactive wake signaling without broadly suppressing brain activity. Its optimized pharmacokinetics promote restorative sleep throughout the entire night, reducing morning sleepiness and improving daytime functioning.

Clinical trials published in The Lancet Neurology demonstrated that daridorexant significantly improved sleep onset, sleep maintenance, and self-reported total sleep time at 25mg and 50mg doses compared to placebo. Daridorexant 50 mg also demonstrated a highly significant improvement in daytime functioning compared to placebo.

Global availability
QUVIVIQ is already marketed in the US, Canada, and multiple European countries, and is available in Japan, Hong Kong, and China through strategic partnerships. In addition, it was recently approved by the Israeli Ministry of Health in Israel, where Idorsia has a license agreement with CTS. The EMS collaboration reinforces Idorsia’s commitment to making QUVIVIQ a global brand.

Notes to the editor

About insomnia
Insomnia is defined as a combination of dissatisfaction with sleep and a significant negative impact on daytime functioning. Dissatisfaction with sleep refers to the difficulty to initiate and/or maintain sleep on at least three nights per week for at least three months, despite adequate opportunity to sleep.

Insomnia is a condition of overactive wake signaling and studies have shown that areas of the brain associated with wakefulness remain more active during sleep in patients with insomnia.

Insomnia as a disorder is quite different from a brief period of poor sleep, and it can take its toll on both physical and mental health. It is a persistent condition with a negative impact on daytime functioning. Idorsia’s research has shown that poor-quality sleep can affect many aspects of daily life, including the ability to concentrate, mood, and energy levels.

The goals of managing insomnia are to improve sleep quality and quantity, as well as daytime functioning. Current recommended treatment of insomnia includes sleep hygiene recommendations, cognitive behavioral therapy and pharmacotherapy.

About EMS
EMS is the largest pharmaceutical company in Brazil, market leader for 20 consecutive years, and part of Grupo NC. With more than 60 years of history and over 10,000 employees, it operates in the segments of medical prescriptions, generics, branded medicines, OTC, and non-retail, manufacturing products for virtually all areas of medicine. The company has production units in Hortolândia (SP), where its advanced R&D Center and modern solid medication packaging plant are located; in Jaguariúna (SP); in Brasília (DF); and in Manaus (AM), operating Novamed, one of the largest solid medication factories in the world. It is also present in Serbia with the pharmaceutical company Galenika and in Italy with the Monteresearch laboratory.

Following a solid path of innovation and internationalization of its products and consolidation as a global powerhouse, EMS inaugurated in 2024 Brazil’s first peptide factory, capable of producing GLP-1 analogs such as liraglutide and semaglutide for obesity and type 2 diabetes treatment, serving both domestic and international markets. With operations in 56 countries, EMS conducts one of the largest numbers of clinical studies in Brazil and holds approximately 100 patents granted or under review worldwide.

About Idorsia
The purpose of Idorsia is to challenge accepted medical paradigms, answering the questions that matter most. To achieve this, we will discover, develop, and commercialize transformative medicines – either with in-house capabilities or together with partners – and evolve Idorsia into a leading biopharmaceutical company, with a strong scientific core.

Headquartered near Basel, Switzerland – a European biotech hub – Idorsia has a highly experienced team of dedicated professionals, covering all disciplines from bench to bedside; QUVIVIQ™ (daridorexant), a different kind of insomnia treatment with the potential to revolutionize this mounting public health concern; strong partners to maximize the value of our portfolio; a promising in-house development pipeline; and a specialized drug discovery engine focused on small-molecule drugs that can change the treatment paradigm for many patients. Idorsia is listed on the SIX Swiss Exchange (ticker symbol: IDIA).

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Idorsia Pharmaceuticals Ltd, Hegenheimermattweg 91, CH-4123 Allschwil
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The above information contains certain "forward-looking statements", relating to the company's business, which can be identified by the use of forward-looking terminology such as “intend”, "estimates", "believes", "expects", "may", "are expected to", "will", "will continue", "should", "would be", "seeks", "pending" or "anticipates" or similar expressions, or by discussions of strategy, plans or intentions. Such statements include descriptions of the company's investment and research and development programs, business development activities and anticipated expenditures in connection therewith, descriptions of new products expected to be introduced by the company and anticipated customer demand for such products and products in the company's existing portfolio. Such statements reflect the current views of the company with respect to future events and are subject to certain risks, uncertainties and assumptions. Many factors could cause the actual results, performance or achievements of the company to be materially different from any future results, performances or achievements that may be expressed or implied by such forward-looking statements. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described herein as anticipated, believed, estimated or expected.

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SummaryCompaniesInvestors list China, software as top challengesVolkswagen turns to foreign partners to plug gapsPorsche crisis looms over Blume's legacyTop shareholder awaiting 'implementation' of strategyBERLIN, Jan 28(Reuters) - Volkswagen CEO Oliver Blume faces a defining test this year, investors say: to prove he can stem a slide in China and close a tech gap to rivals, regarded as the essential elements for a successful turnaround of the German automaker.

Forced to end his dual-role as boss of both Volkswagen and Porsche (P911_p.DE), opens new tab from January following the sports car division's slide into crisis, Blume got a vote of confidence in the form of a five-year extension to his group CEO contract.

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But without Porsche as a distraction, investors burned by the companies' combined 48-billion-euro ($56-billion) loss in value on his watch expect results - and their patience is wearing thin.

Reuters spoke to six investors, from smaller shareholders to top-10 funds, who all said Blume is under pressure to show his strategy to revive the fortunes of the world's No. 2 carmaker is working.

The three-decade Volkswagen veteran outlined the challenge at the Munich car show in September.

"The party we have been celebrating in the automotive industry for decades is over in its current form," Blume said. "Now it is about reorientation."

Blume declined a Reuters interview request for this story.

In the world's largest car market, which Volkswagen once dominated, Blume is betting on an "in China for China" strategy, teaming up with local players to revive sales. At the same time, he is staking the company's future software platform for Western markets on a high-risk joint venture with loss-making California EV manufacturer Rivian (RIVN.O), opens new tab.

Better-than-expected 2025 cash flow reported last week is fuelling hopes the 57-year-old's efforts are on-target.

But his margin for error is shrinking, said Marc Liebscher of SdK, an association with 9,000 members representing smaller Volkswagen shareholders.

"The pressure on him is vast," he told Reuters. "Blume is now forced to justify his early praise in a very difficult market environment."

Shares in Volkswagen and Porsche AG have significantly underperformed the broader European auto index under Oliver Blume.CHINA: FROM CASH COW TO PROBLEM MARKET

Investors say Blume must urgently win back China, where Volkswagen made billions during its years as the market leader.

It was overtaken by BYD (002594.SZ), opens new tab in 2024, slipping to third place behind another local rival Geely (0175.HK), opens new tab last year. Its Porsche and Audi brands have also struggled.

The roots of the decline pre-date his tenure as CEO, and some investors credit Blume, who earned his engineering doctorate in Shanghai, with finally addressing the slump.

"What he has done so far is promising," said Moritz Kronenberg of Union Investment, a top-20 Volkswagen investor.

The company has shifted key technology and vehicle development to China, a move it says is speeding up development and providing Chinese consumers with a product tailored to their tastes.

Blume is looking at selling more Chinese-made cars abroad, though Europe, its largest market, remains off the table for now.

Expanding imports of Chinese-made cars or parts would require signoff from powerful German labour representatives, one company source told Reuters.

Having agreed painful concessions less than two years ago allowing Blume to cut 35,000 jobs in Germany, the works council would likely resist.

While Blume may have shown he has a handle on what is wrong with the China business, potential roadblocks like that worry some investors.

"It's still problem assessment rather than solution-driven," said Hendrik Schmidt of top-10 Volkswagen investor DWS .

Volkswagen lost further market share in its key market China in recent years, losing the top spot to BYD in 2024 and falling back to third behind Geely in 2025.BLUME'S $5-BILLION SOFTWARE BET FOR THE WESTFor some, Volkswagen's China woes simply underline that the company - for nearly a century a global champion in automotive engineering - is falling behind in an era where software is king.

"Soon it will be 20 years since the advent of the iPhone," SdK's Liebscher said. "It is appalling, even shocking, that Volkswagen is unable to develop a software solution itself."

Years of problems at in-house software unit Cariad prompted Blume to bring in external help, betting $5 billion on a joint venture with startup Rivian (RIVN.O), opens new tab.

They are collaborating to develop a new electronics platform meant to undergird future advanced models sold in Volkswagen's traditional Western markets.

This year could prove decisive.

Winter testing on the new system is currently under way in Sweden, with Volkswagen's next $1-billion investment tranche hanging in the balance.

"This is mission-critical for success in the Western car market," said Kronenberg, calling the partnership the "most fragile aspect" of Blume's strategy.

When asked about Rivian, Volkswagen said the development "of a state-of-the-art zonal architecture for our future software-defined vehicles" was progressing well.

Software is a highly sensitive topic at Volkswagen.

Delays at Cariad preceded the 2022 ouster of former CEO Herbert Diess, which sources at the time said was led by the Porsche and Piech families, who control over half the voting rights in Volkswagen.

Having taken a major hit from the losses at Volkswagen and Porsche, they are now keeping a closer eye on the turnaround plan, according to a source familiar with the families' thinking.

A spokesperson for Porsche SE (PSHG_p.DE), opens new tab - Volkswagen's majority Porsche-Piech-owned top shareholder - said Blume had demonstrated his ability to develop the carmaker during a challenging period for the industry.

"Now it is important to continue working consistently on implementation," the spokesperson said.

While Blume's contract extension was seen as demonstrating the families' backing, a contract is no guarantee, as Diess learned when he was pushed out mid‑term.

DWS's Schmidt said Blume has the "necessary skill set" to manage relations with the families.

"But that does not relieve him from the duty of delivery."

($1 = 0.8524 euros)

Additional reporting by Christina Amann; Editing by Joe Bavier

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Meanwhile, the US Senate Agriculture Committee announced the markup date for its draft text of the Market Structure Bill, lifting hopes of crypto-friendly legislation.

Notably, XRP’s two-day winning streak was the longest since early January, supporting the token’s bullish medium-term price outlook.

Below, I will explore the key drivers behind recent price trends, the medium-term (4-8 weeks) outlook, and the technical levels traders should watch.

US XRP-Spot ETFs Extend Inflow Streak The US XRP-spot ETF market extended its inflow streak to five consecutive sessions on January 27, tilting the supply-demand balance in XRP’s favor. According to SoSoValue, XRP-spot ETF issuers reported $9.16 million in net inflows, following the previous day’s net inflows of $7.76 million.

Total net inflows since launching in November climbed to $1.25 billion, outperforming the US SOL-spot ETF market, which has seen net inflows of $877.7 million since October’s launch.

Meanwhile, the US BTC-spot ETF market faced another day of outflows on January 27, signaling a potential decoupling of XRP from BTC. The US BTC-spot ETF market has seen net outflows of $2.9 billion since the launch of the Canary XRP ETF (XRPC) on November 14.

Analysts attributed the robust demand for XRP-spot ETFs to the token’s increased utility, another critical tailwind.

US Senate Agriculture Committee Markup Looms Hopes of the US Senate passing the Market Structure Bill have likely contributed to the resilient demand for XRP-spot ETFs. Crypto-friendly legislation is likely to boost XRP adoption.

The US Senate Agriculture Committee rescheduled its markup on the draft text for the Market Structure Bill to January 29. The Agriculture Committee delayed its previously scheduled January 26 markup due to bad weather.

Markups and Senate Committee votes are crucial steps toward the Bill’s passage to a full Senate floor vote. If the Agriculture Committee passes the draft text on January 29, the focus will shift to the Banking Committee’s timelines for its amended draft text and markup.

The Banking Committee withdrew its draft text and postponed a January 15 markup after Coinbase (COIN) pulled its support for the Market Structure Bill. Coinbase CEO Brian Armstrong highlighted key reasons for withdrawing his support, including:

“Draft amendments that would kill rewards on stablecoins, allowing banks to ban their competition.”

Crucially, US banks and crypto representatives will have to find common ground to avoid roadblocking much-needed US crypto legislation. US banks have warned of a potential $6 trillion exodus from the banking system if legislation allows for stablecoin yields, given that stablecoin yields offer higher rewards on deposits than US banks. The withdrawal of deposits would erode banks’ lending capabilities, net profit margins (NIMs), and hit their record-high net profits.

Andrew Scaramucci recently summed up the US Banks’ attempts to thwart competition from the DeFi space, stating:

“The whole system is broken: The banks do not want the competition from the stablecoin issuers, so they’re blocking the yield. In the meantime, the Chinese are issuing yield, so what do you think the emerging countries will choose as a rail system, the one with or without yield?”

The Agriculture Committee Markup Vote and XRP Price Action Recent price action has underscored XRP’s sensitivity to regulatory developments on Capitol Hill. XRP rallied from $1.8103 on December 31 to a January 6 high of $2.4151 after the Banking Committee announced its January 15 markup.

However, the token dropped to a January 25 low of $1.8113 after the delays to the Banking Committee and the Agriculture Committee’s markups. The token has since reclaimed $1.91 on optimism over the Senate eventually passing the Market Structure Bill. The passing of the Bill remains key to the bullish short- to medium-term price outlook for XRP.

XRPUSD – Daily Chart – 280126 – Crypto Legislation Impact XRP Price Forecast: Short-, Medium-, and Long-Term Targets Robust demand for XRP-spot ETFs reaffirmed the positive short-term outlook (1-4 weeks), with a target price of $2.5. Additionally, expectations of the Senate passing the Market Structure Bill and increased XRP utility reinforce the bullish longer-term price projections:

Medium-term (4-8 weeks): $3.0. Longer-term (8-12 weeks): $3.66. Key Downside Risks to the Bullish XRP Outlook Several factors could challenge the positive outlook. These include:

The Bank of Japan signals multiple rate hikes to reach a higher neutral interest rate (potentially 1.5%-2.5%). A higher neutral rate would narrow US-Japan rate differentials more than expected. A sharply narrower rate differential could trigger an unwind of yen carry trades, as seen in mid-2024. An unwind of the yen carry trade would invalidate the bullish short-term outlook. A hawkish Fed Chair Powell and fading bets on an H1 2026 Fed rate cut. Further delays and/or partisan opposition to the Market Structure Bill. XRP-spot ETFs report outflows. These scenarios would weigh on cryptos, sending XRP below $1.85 and signaling a bearish trend reversal.

Technical Analysis: Levels to Watch XRP gained 0.50% on Tuesday, January 27, following the previous day’s 3.83% rally, closing at $1.9136. The token underperformed the broader crypto market cap, which advanced 1.32%.

Despite the gains, XRP remained below its 50-day and 200-day EMAs, indicating a bearish bias. However, the positive fundamentals continue to counter bearish technicals, reaffirming the bullish outlook.

Key technical levels to watch include:

Support levels: $1.85, $1.75, and then $1.50. 50-day EMA resistance: $2.0194. 200-day EMA resistance: $2.2796. Resistance levels: $2.0, $2.5, $3.0, and $3.66. On the daily chart, a breakout above $2.0 would bring the 50-day EMA into play. Significantly, a sustained move through the 50-day EMA would signal a near-term bullish trend reversal. A bullish trend reversal would enable the bulls to target $2.2. Furthermore, a break above $2.2 would pave the way toward the 200-day EMA.

A sustained move through the EMAs would reinforce the bullish short- to medium-term price targets.

Ethereum price started a recovery wave from the $2,800 zone. ETH is now trading near $3,000 and might aim for more gains if it clears $3,050.

Ethereum managed to stay above $2,850 and started a recovery wave. The price is trading above $2,950 and the 100-hourly Simple Moving Average. There is a bullish trend line forming with support at $2,970 on the hourly chart of ETH/USD (data feed via Kraken). The pair could start a fresh increase if it stays above the $2,880 zone. Ethereum Price Starts Recovery Ethereum price managed to remain stable above $2,850 and started a recovery wave, like Bitcoin. ETH price was able to clear the $2,900 and $2,920 resistance levels.

The price cleared the 61.8% Fib retracement level of the downward wave from the $3,065 swing high to the $2,784 swing low. The price even surpassed the $3,000 level. A high was formed at $3,030 and the price is now consolidating gains above the 23.6% Fib retracement level of the recent upward move from the $2,784 swing low to the $3,030 high.

Ethereum price is now trading above $2,980 and the 100-hourly Simple Moving Average. Besides, there is a bullish trend line forming with support at $2,970 on the hourly chart of ETH/USD.

If the bulls remain in action above $2,970, the price could attempt another increase. Immediate resistance is seen near the $3,030 level. The first key resistance is near the $3,050 level. The next major resistance is near the $3,065 level.

Source: ETHUSD on TradingView.com A clear move above the $3,065 resistance might send the price toward the $3,120 resistance. An upside break above the $3,120 region might call for more gains in the coming days. In the stated case, Ether could rise toward the $3,180 resistance zone or even $3,200 in the near term.

Another Rejection In ETH? If Ethereum fails to clear the $3,050 resistance, it could start a fresh decline. Initial support on the downside is near the $2,970 level. The first major support sits near the $2,950 zone.

A clear move below the $2,950 support might push the price toward the $2,880 support. Any more losses might send the price toward the $2,825 region. The main support could be $2,780.

Technical Indicators

Hourly MACD – The MACD for ETH/USD is losing momentum in the bullish zone.

Hourly RSI – The RSI for ETH/USD is now above the 50 zone.

Major Support Level – $2,950

Major Resistance Level – $3,050