TLDR: Sei Wallet will be pre-installed on Xiaomi smartphones sold outside China and US starting 2026 SEI Giga upgrade scales network throughput to 200,000+ transactions per second for DeFi and gaming Stablecoin payments launching across 20,000+ Xiaomi retail stores in Hong Kong and EU during Q2 2026 Institutional partnerships with BlackRock, Apollo, and Hamilton Lane position Sei for RWA expansion Sei Network has positioned itself for significant growth in 2026 after spending 2025 strengthening its technical foundation.
The blockchain platform centers its expansion strategy around four core pillars: SEI Giga, Market Infrastructure Grids, Autobahn, and a partnership with Xiaomi.
These developments aim to transition Sei from infrastructure building to widespread user adoption.
Payment Integration and Mobile Distribution Drive User Growth The Xiaomi partnership represents Sei’s most significant catalyst for user expansion in 2026. Starting this year, Sei Wallet and application discovery features will come pre-installed on Xiaomi smartphones sold outside China and the United States.
This distribution channel provides access to hundreds of millions of potential users across global markets.
The partnership extends beyond wallet integration to include stablecoin payment capabilities. Sei will launch stablecoin payments across more than 20,000 Xiaomi retail stores in Q2 2026.
The initial rollout targets Hong Kong and European Union markets, transforming Sei into a functional payments layer rather than solely a trading chain.
Industry analysts have labeled 2026 as Sei’s mass adoption year based on real-world distribution channels. The platform’s daily active addresses already reached 1.3 million in early 2026.
➥ From Infrastructure to Mass Adoption: Decoding Sei’s 2026 Narratives
I’ve written a lot about how @SeiNetwork spent 2025 quietly laying the groundwork optimizing infrastructure so 2026 can be the year of real mass adoption.
At the core of this push are four major pillars:
-… pic.twitter.com/YWGnWuWguG
— Tanaka (@Tanaka_L2) January 10, 2026
The Xiaomi integration could scale the user base from millions to hundreds of millions over the course of the year.
This distribution strategy reduces onboarding friction substantially compared to traditional blockchain adoption methods.
Users gain immediate access to Sei’s ecosystem through pre-installed applications on devices they already use. The retail payment infrastructure further bridges the gap between cryptocurrency and everyday transactions.
High-Performance Infrastructure Attracts DeFi and Institutional Capital The SEI Giga upgrade forms the technical backbone of the network’s 2026 roadmap. This infrastructure enhancement scales throughput to over 200,000 transactions per second.
The system supports high-frequency trading, decentralized finance applications, and gaming without network congestion.
Performance metrics from 2025 demonstrate growing momentum across trading categories. Perpetual volume increased by more than 19,000 percent during the year.
Spot trading volume reached approximately $4 billion in Q3 2025 alone, indicating strong market activity.
Protocols such as Oxium and Monaco lead the development of decentralized finance using a central limit order book architecture.
This design optimizes capital efficiency for traders and liquidity providers. Additional ecosystem projects include Yei Finance, Takara Lend, Dragon Swap, and Sailor Finance, expanding the DeFi landscape.
Sei targets institutional adoption through partnerships with BlackRock, Apollo, and Hamilton Lane. Market Infrastructure Grids connect enterprise partners, including Circle, PayPal, Revolut, and LayerZero.
The current real-world asset market stands at roughly $19 billion, with Sei positioning itself as infrastructure for tokenized assets. Japan’s FSA approval provides regulatory support, while Securitize and Kaio serve as institutional gateways to the network.
Despite a five-day losing streak, XRP has gained 13% year-to-date, driven by robust demand for XRP-spot ETFs, the progress of the Market Structure Bill, and increased XRP utility. These key price catalysts continue to support a 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 key technical levels traders should watch.
US Jobs Report Sinks Fed Rate Cut Bets US unemployment fell from 4.5% in November to 4.4% in December, while average hourly earnings rose from 3.6% to 3.8% in December. Typically, tighter labor market conditions and rising wages boost consumer spending, fueling demand-driven inflation. A higher inflation trajectory supports a more hawkish Fed rate path.
December’s jobs report coincided with upbeat consumer confidence numbers, adding to the positive consumption outlook. The Michigan Consumer Sentiment Index climbed from 52.9 in December to 54.0 in January.
According to the CME FedWatch Tool, the chances of a March Fed rate cut fell from 51.1% on January 2 to 28.7% on January 9. The sharp drop reflected the effect of US data on sentiment toward the Fed’s policy stance.
Despite the shifting sentiment toward the Fed’s rate path, robust demand for XRP-spot ETFs and the Market Structure Bill’s progress on Capitol Hill cushioned the downside.
Market Structure Bill Developments in Focus This week, news broke that the US Senate Agriculture Committee may delay its January 15 Market Structure Bill markup until the last week of January. Risks of a delay weighed on demand for XRP. However, updates from the US Senate Banking Committee were more optimistic, keeping alive hopes for crypto-friendly legislation in place in the first quarter.
The US Senate Banking Committee shared a statement from its chairman and Senator Tim Scott, stating:
“Chairman Senator Tim Scott is moving forward on digital asset market structure legislation – delivering clear rules that protect Main Street, keep innovation here at home, and safeguard US national security.”
Chairman and Senator Tim Scott stated:
“This legislation is about making America the crypto capital of the world – so that the next generation of jobs and innovation is built here, not overseas. When we set clear rules, we give entrepreneurs the confidence to start companies, hire workers, and grow right here in the United States. We also make it harder for criminals and foreign adversaries to use new technology to rip off Americans or undermine our financial system. After months of serious bipartisan work, it’s time to move this forward and deliver real results for the American people.”
Crypto-Legislation Pivotal for XRP The approved draft text from the US Senate Banking Committee would put the onus on the US Senate Agriculture Committee to deliver a cleared text for merging. The merged text would then set the stage for a Senate floor vote. If passed, the Market Structure Bill would return to the House of Representatives and then to President Trump.
The Market Structure Bill’s progress remains key to XRP’s bullish short- to medium-term price outlook. XRP rallied 33% from December 31 to a January 6 high of $2.4151 after the US Senate Banking Committee announced a January 15 markup. Previously, XRP jumped 14.69% after the House of Representatives passed the Market Structure Bill to the Senate.
SOSOValue – XRP-Spot ETF Market Weekly Inflows – 110126 Weekly inflows were the lowest in the nine-week run, but outperformed the US BTC-spot ETF market. According to Farside Investors, US BTC-spot ETFs saw $680.9 million in net outflows for the reporting week ending January 9. Significantly, BTC dropped from a January 5 high of $95,075 to a January 9 low of $89,363, weighed by fading bets on a March Fed rate cut and outflows.
While BTC’s pullback weighed on XRP and the broader crypto market, a continued divergence in XRP-BTC flow trends could lead to a decoupling, reinforcing the positive outlook for XRP.
Steven McClurg, Canary Funds CEO, recently fueled speculation about a potential decoupling, stating:
“XRP, I believe, is going to be a divergent asset, actually. […] Altcoins typically follow Bitcoin, but there are a handful of assets that I do believe will diverge in this manner and just watching XRP perform as everything’s going straight down and we continue to get inflows every day and continue to hold up, I believe that it could look like another peak in XRP in 2026, when most of other crypto assets are going to be down.”
Despite recent losses, XRP has gained 13% year-to-date. Meanwhile, BTC and the broader crypto market cap have risen by a more modest 3.5% and 4.2%, respectively, signs of a potential decoupling.
XRP Bullish Price Outlook and Targets The progress of the Market Structure Bill and robust demand for XRP-spot ETFs reaffirm the cautiously bullish short-term (1-4 weeks) outlook, with a $2.5 price target.
Meanwhile, increased real-world utility and optimism over the Senate passing the Market Structure Bill reinforce the positive longer-term price targets:
Medium-term (4-8 weeks): $3.0. Longer-term (8-12 weeks): $3.66. Key Risks to Bullish Scenario Several scenarios could unravel the positive outlook. These include:
The Bank of Japan declares a hawkish neutral interest rate (1.5%-2.5%), indicating multiple rate hikes. A higher neutral rate would likely trigger a yen carry trade unwind, derailing the short-term outlook. US economic data and the Fed are cooling bets on an H1 2026 rate cut. Market Structure Bill faces partisan challenges. XRP-spot ETFs report outflows. These scenarios would likely trigger a sharper decline, pushing XRP below $2, which would indicate a bearish trend reversal.
Technical Analysis: Key Levels to Watch XRP slipped 0.19% on Saturday, January 10, following the previous day’s 1.37%, closing at $2.0886. The token tracked the broader crypto market cap, which dropped 0.11%.
Five consecutive daily losses left XRP below the 200-day EMA, while remaining above the 50-day EMA. Despite the EMAs suggesting a bullish near-term but bearish longer-term bias, the fundamentals are bullish and dominate.
Key technical levels to watch include:
Support levels: $2.0, $1.75, and then $1.50. 50-day EMA support: $2.0727. 200-day EMA resistance: $2.3359. Resistance levels: $2.5, $3.0, and $3.66. Viewing the daily chart, a break above $2.2 would bring the 200-day EMA into play. A sustained move through the 200-day EMA would indicate a bullish trend reversal, paving the way toward the $2.5 resistance level.
Crucially, a sustained move through the 200-day EMA would reinforce the bullish medium-term outlook and the longer-term (8-12 weeks) $3.66 price target.
2026-01-11 06:052mo ago
2026-01-11 00:002mo ago
Bitcoin (BTC) Outlook Turns Cautious After US Data Weakens Rate Cut Hopes
Key Points:Strong US Services PMI and jobs data cut March Fed rate cut bets, pushing Bitcoin (BTC) back toward $90,000.US BTC-spot ETFs recorded $680.9m in weekly outflows, reversing the prior week’s inflows.Despite the pullback, improving sentiment and legislative progress support a bullish medium-term BTC outlook.
US Services PMI and labor market data sink bets on a March Fed rate cut, sending Bitcoin (BTC) to $90,000.
US economic indicators signaled a pickup in economic momentum at the end of 2025, with services sector activity accelerating. The US jobs report highlighted a tighter labor market and rising wages, weighing on hopes for lower borrowing costs.
Stronger-than-expected US economic data and fading bets on a March Fed rate cut weighed on demand for BTC-spot ETFs, adding to the bearish sentiment. Despite this week’s pullback, the medium-term outlook remains bullish.
Below, I consider the key drivers behind recent price trends, the short-term outlook, the medium-term trajectory, and the key technical levels traders should watch.
US Jobs Report and Consumer Sentiment Signal Robust Economy US economic indicators weighed on demand for BTC. Unemployment fell from 4.5% in November to 4.4% in December, while average hourly earnings rose 3.8% year-on-year in December (November: 3.6%).
Typically, tighter labor market conditions and higher wages fuel consumer spending and demand-driven inflation, cooling Fed rate cut bets.
The Michigan Consumer Sentiment Index increased from 52.9 in December to 54.0 in January, adding to the positive sentiment toward the US economy. An upswing in sentiment signaled a pickup in private consumption, which accounts for around 60% of the US GDP.
BTC climbed to a January 9 high of $92,011 before dropping back to $90,000 on sentiment toward the Fed rate path. According to the CME FedWatch Tool, the chances of a March cut fell from 51.1% on January 2 to 28.7% on January 9.
This week, service sector PMI data also weighed on hopes for a Fed rate cut. The all-important ISM Services PMI increased from 52.6 in November to 54.4 in December. Accounting for around 80% of the US GDP, the pickup in sector activity challenged calls from the US administration to cut interest rates.
Nevertheless, expectations of an incoming Fed Chair, supporting a lower interest rate environment, support a bullish short- to medium-term price outlook.
US BTC-Spot ETFs Extend Outflow Streak Fading bets on a March Fed rate cut weighed on demand for US BTC-spot ETFs, contributing to BTC’s pullback to $90,000. According to Farside Investors, BTC-spot ETF issuers saw net outflows of $680.9 million in the reporting week ending January 9, reversing $459 million in net inflows the previous week.
Key flow trends for the week included:
Fidelity Wise Origin Bitcoin Fund (FBTC) reported net outflows of $481.2 million. Grayscale Bitcoin Trust (GBTC) saw net outflows of $171.8 million. In total, six ETF issuers reported weekly net outflows. Meanwhile, iShares Bitcoin Trust (IBIT) had net inflows of $25.9 million. Five of the 11 ETF issuers reported weekly inflows. US BTC-spot ETF flows remain key for the supply-demand balance. Weekly outflows left BTC down 1.02% for the current week despite striking a five-week high of $95,075 on Monday, January 5.
Crucially, extended outflows in the week ahead would derail the cautiously bullish short-term and bullish medium-term outlook.
BTCUSD – Weekly Chart – 110126 Bitcoin Fear & Greed Index Signals Sentiment Pickup While this week’s US BTC-spot ETF market outflows contributed to the bearish sentiment, several price catalysts support a cautiously bullish short-term and a bullish medium-term outlook. Morgan Stanley’s S-1 filing for a BTC-spot ETF suggests a strong institutional demand backdrop.
The Morgan Stanley move followed the Market Structure Bill’s progress toward the January markups, another crucial development. The MSCI’s decision to retain digital asset treasury companies (DATs) was another positive development.
The Bitcoin Fear & Greed Index increased from 25 on January 10 to 29 on January 11, exiting the Extreme Fear zone. The upswing into the Fear zone suggests improving sentiment, affirming the bullish outlook.
Bitcoin Fear & Greed Index – 110126 Downside Risks: US Data, Central Banks, Regulatory Developments, and ETF Flows While fundamentals support a constructive bias, downside risks remain, including:
The BoJ announces a high neutral interest rate (1.5%-2%), indicating multiple rate hikes and increased risks of a yen carry trade unwind. US economic data and the Fed signal a more hawkish rate path. BTC-spot ETFs face extended outflows. These scenarios would likely send BTC toward the November 21 low of $80,523, exposing the April low of $74,394.
In summary, the short-term outlook remains cautiously bullish as fundamentals outweigh the technicals. The medium- to longer-term outlook is constructive.
Technical Analysis The weekly reversal left BTC below its 50-day and 200-day Exponential Moving Averages (EMAs), indicating a bearish bias. However, fundamentals are diverging from the technical indicators, signaling a rebound.
A break above the 50-day EMA would bring the $94,447 resistance level into play. Importantly, a sustained move above the 50-day EMA would indicate a near-term bullish trend reversal, paving the way toward the $100,000 psychological resistance level and the 200-day EMA. A break above the EMAs would reinforce the bullish short- to medium-term price outlook.
BTCUSD – Daily Chart – 110126 – EMAs Bearish Structure Validation: What Happens if BTC Holds $90,000? Avoiding a sustained fall below the $90,000 level and the trendline would support a move to $95,000. A breakout above $95,000 would validate the bullish structure, reinforcing the bullish short-term (1-4 weeks) target of $100,000 and the medium-term (4-8 weeks) target of $115,000.
However, a drop below $90,000 would expose the November low of $80,523 and invalidate the bullish structure.
BTCUSD – Daily Chart – 110126 – Bullish Structure Track BTC market trends with our real-time data and insights here.
Outlook: $90,000 Support Key to Bullish Outlook US economic data, the Fed, the BoJ, and demand for US BTC-spot ETFs will influence demand for BTC.
The US CPI Report (January 13) will be the key event of the coming week. Softer US inflation and dovish Fed chatter would likely lift sentiment.
Considering the current market dynamics, the outlook remains constructive, with a 6-12 month price target of $150,000. The US Senate’s passing the Market Structure Bill would add to the bullish outlook.
Stay informed on BTC trends by monitoring macroeconomic developments, ETF flows, and technical indicators here.
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With over 28 years of experience in the financial industry, Bob has worked with various global rating agencies and multinational banks. Currently he is covering currencies, commodities, alternative asset classes and global equities, focusing mostly on European and Asian markets.
TLDR:Traditional Finance Integration Expands Through Strategic PartnershipsNetwork Features Enable Efficient Asset Settlement and Global AccessGet 3 Free Stock Ebooks Stellar reaches $1 billion in tokenized real-world assets, marking growth in blockchain-based finance. PayPal, FTDA US, and Ondo Finance partner with Stellar to expand institutional asset tokenization capabilities. Network enables faster settlements and lower costs compared to traditional financial infrastructure systems. Compliance-friendly infrastructure attracts regulated institutions requiring auditable on-chain transaction records. Stellar has crossed the $1 billion threshold in tokenized real-world assets on its network as 2026 commences. The blockchain platform achieves this milestone through partnerships with traditional finance institutions and crypto-native companies.
This development positions Stellar as a major infrastructure provider for bringing conventional financial products on-chain through tokenization.
Traditional Finance Integration Expands Through Strategic Partnerships The growth of real-world assets on Stellar stems from collaborations with established financial service providers. PayPal has expanded its blockchain-based payment operations on the network, contributing to the platform’s adoption.
FTDA US connects regulated financial markets to Stellar’s infrastructure, enabling compliant asset tokenization.
Ondo Finance drives institutional-grade tokenized asset development on the platform. These partnerships create pathways for traditional finance entities to access blockchain technology.
The network benefits from working with companies that understand both regulatory requirements and market demands.
🕐 Starting 2026 Strong: Over $1 Billion in RWAs on Stellar $XLM 🌍
Stellar $XLM kicks off 2026 with a major milestone – more than $1 billion in Real-World Assets (RWAs) tokenized on the network. This marks a powerful step forward in bringing traditional finance on-chain and… pic.twitter.com/E7DaQJ0bT2
— Scopuly – Stellar Wallet (@scopuly) January 10, 2026
Beyond these three major partners, numerous other innovators contribute to Stellar’s ecosystem expansion. The platform has attracted projects focused on various aspects of real-world asset tokenization.
This diverse partnership approach strengthens the network’s position in the growing tokenized economy.
Network Features Enable Efficient Asset Settlement and Global Access Tokenized real-world assets on the Stellar bridge the gap between traditional finance and decentralized finance systems.
The network provides infrastructure that enables faster settlement times compared to conventional financial rails. Lower transaction costs make asset transfers more economical for participants across different markets.
Stellar’s architecture supports global access to tokenized value, removing geographical barriers to asset ownership. On-chain transparency allows participants to verify transactions and asset movements independently.
This feature builds trust among users who require auditable records for compliance and reporting purposes.
The compliance-friendly infrastructure attracts institutions that operate under strict regulatory frameworks. Stellar has designed its network to accommodate requirements from financial regulators in multiple jurisdictions.
This approach makes the platform suitable for entities that cannot use less regulated blockchain networks.
The $1 billion milestone represents growth in adoption rather than a final achievement for the network. Stellar continues developing features that support additional real-world asset categories and use cases.
The platform competes with other blockchain networks pursuing similar tokenization strategies across the industry. Market participants now have multiple options for bringing traditional assets on-chain through various blockchain infrastructures.
2026-01-11 06:052mo ago
2026-01-11 00:302mo ago
Onchain Analyst Willy Woo Defends Bitcoin's Four-Year Cycle, Dismissing ‘Death of the Pattern' Narratives
Willy Woo rejects claims that Bitcoin's four‑year cycle has ended, arguing that price data still supports the traditional rhythm until at least 2026. He likens social media misinterpretations to assuming a heartbeat no longer exists when its pace varies.
2026-01-11 06:052mo ago
2026-01-11 01:002mo ago
Aave whales scoop 8% of supply amid sell-off – A move to $210 possible IF
The recent Aave governance drama presented smart money with a perfect opportunity to scale exposure to the DeFi platform at a discounted rate. AAVE dumped 20% to lows of $143 and wiped out over $500 million from the altcoin’s market.
However, during the chaos, the Top 100 Addresses increased their holdings to 12.92 million AAVE, adding approximately 8% of the total supply.
Now the Top 100 Addresses control 80% of the overall AAVE supply.
Source: Nansen/Jordi
Whales or large holders also increased by 66% over the same period between early and late December. The whale wallets with holdings of over $1 million surged from 120k to 200k, underscoring massive whale demand as other retail investors backed out during the governance drama.
Source: Nansen/Jordi
But most importantly, the selling pressure across exchanges also declined substantially.
AAVE selling pressure declines Santiment data showed that during the peak of the Aave Labs-DAO drama and the Christmas week voting period, AAVE tokens on exchanges surged from 1.22 million to 1.43 million coins.
This resulted in a surge in selling pressure, coinciding with the sharp decline from $182 to $143.
However, the selling pressure eased to 1.31 million AAVE at the time of writing as tracked by Supply on Exchanges (red).
Source: Santiment
Worth pointing out that the selling pressure also eased after Aave Labs and Aave founder Stani Kulechov promised to share non-protocol revenue with tokenholders.
Although the hostilities were de-escalated, the drama is not yet over unless the different factions finalize negotiations in a binding and enforceable agreement.
That said, the derivatives market demand remained flat at around $130-$150 million in Open Interest, the same level seen during the muted market in Q4 2025.
AAVE could rally 30% if… On the price charts, AAVE bulls have attempted to reclaim the 50-day Moving Average ($174) for the second time since December. Although they failed again, a successful reclaim would reinforce a bullish market structure shift and potentially lead to a sustainable recovery.
As such, consolidation between $160 and $174 could allow bulls to regroup and attempt another push at the crucial level. Should they clear the hurdle, a potential 30% upside to $210-$220 could be likely.
However, losing the $160 support would invalidate the bullish outlook and likely drag the altcoin back down to $140 again.
Source: AAVE/USDT, TradingView
Final Thoughts AAVE has recorded massive whale interest and aggressive bidding from smart money. Overall selling pressure also tapered and could allow a potential recovery, but only if $160 support holds.
2026-01-11 05:042mo ago
2026-01-10 22:252mo ago
ZTR: Hybrid Portfolio With Utility Tilt At A Deep Discount
Analyst’s Disclosure:I/we have a beneficial long position in the shares of NEE 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.
2026-01-11 05:042mo ago
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Vail Resorts: Boost In Pass Sales Encourages Me To Finally Bite On This 6.5% Dividend (Rating Upgrade)
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MTN over 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.
2026-01-11 05:042mo ago
2026-01-10 22:352mo ago
Paramount Skydance now playing the waiting game to upend Netflix's bid for Warner Bros. Discovery: sources
Paramount Skydance has now initiated what insiders are calling “Plan D” as they look to upend Netflix’s “winning” bid for Warner Bros. Discovery, The Post has learned.
It involves banging home to investors the immense amount of regulatory uncertainty involved in the Netflix deal and how that could spell trouble not just for the transaction but for Netflix itself, say sources close to the talks.
Plan A, of course, was trying to convince WBD CEO David Zaslav and his board led by Samuel DiPiazza that its $30-a-share, all-cash offer for the entire company was superior to Netflix’s $27.75 cash-and-stock deal for the Warner Bros. studio and HBO Max streaming service.
David Ellison, CEO of Paramount Skydance, exits the New York Stock Exchange last month. REUTERS The Netflix deal, they note, now looks especially troubled when you consider that it’s promising shareholders what looks like an increasingly far-fetched $3 a share when WBD sells its cable properties CNN, TNT and Discovery, in the spring.
Plan B involved Paramount — run by David Ellison, his father, the Oracle co-founder Larry Ellison, and Gerry Cardinale of RedBird Capital — launching a hostile bid to convince WBD shareholders to take their money (all cash) and run.
So far unsuccessful, which is why next came “Plan C” as first reported by The Post, or their “Defcon 1” strategy of possibly suing WBD to show WBD skewing the bidding process to an allegedly inferior Netflix bid because of the friendship between CEO Ted Sarandos and Zas.
No one likes litigation, and that’s why we now have “Plan D,” which I am told is simply playing the long game, remaining in the background saying, “I told ya so,” when the numbers behind the Netflix deal begin to evaporate and the reality sets in that Netflix faces a long, tough road at best for approval from the Trump administration.
Plus, and here’s the kicker: Netflix’s entire business model might come under scrutiny if it goes through with this deal.
Consider: The Ellisons and Cardinale are arguing that the value of the stock portion of the Netflix deal keeps losing value and may never recover.
From its one year high in June, Netflix has lost $160 billion in market cap as the bidding war dragged on. Investors are obviously a little concerned about Sarandos and founder Reed Hastings buying something they don’t really need and might not be able to afford given the $60 billion of debt involved in their offer.
Paramount Skydance has now initiated what insiders are calling “Plan D” as they look to upend Netflix’s “winning” bid for Warner Bros. Discovery. REUTERS They’re also hyping worries that WBD cable spinoff will be virtually worthless as investors weigh its own huge levels of debt on top of the cord cutting that will eat away at viewership.
The way the Paramount Skydance people put it, WBD has placed so much debt on the balance sheet of its cable spinoff ($15 billion) they could barely (if lucky) hand investors $1 a share on top of the $27.75
Meanwhile, if WBD and Netflix take some of that debt off the cable properties and hand it to the studio and streaming units that Netflix is buying, well, that would wreak havoc on the metrics of its $27.75 cash-stock offer.
But wait, there’s more Yes, it’s all very complicated, which is why Mario Gabelli, the famed value investor and WBD shareholder, told me Netflix’s deal needs to be simplified because “cash is king,” which is also why he likes what the Ellisons and RedBird bring to the table.
Then comes the regulatory morass, which was recently made even clearer following a conversation I had with a senior Trump administration official.
Netflix and WBD would be combining the No. 1 and No. 3 streaming services, as we all know.
It faces scrutiny from the Trump administration and likely a lawsuit to stop it.
It’s a long, expensive and uncertain process where the value of the asset and shareholders’ payout could wither.
Charlie Gasparino has his finger on the pulse of where business, politics and finance meet Sign up to receive On The Money by Charlie Gasparino in your inbox every Thursday.
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But consider what this might mean for Netflix: not just the deal being throttled, but its entire business model could face a review by DOJ antitrust or any number of regulatory agencies, I am told.
As the senior Trump administration official put it, the streaming giant has long been on the radar of Trump’s various regulators for its market dominance in a business that has become a preferred choice of viewing programming for many if not most consumers.
This could push the scrutiny to a new level, along the lines of the litigation faced by Amazon or Google.
“Yeah, this deal will get reviewed, but now there is increased chatter in DC regulatory and competition officials about looking at Netflix potential monopoly status,” the regulator said.
“When you get on the DC regulatory spotlight that’s what happens.”
A Netflix press rep has never returned my telephone calls for comment and didn’t this time, either.
Of course, from what I understand, WBD really wants a “Plan E,” which would be the Ellisons and Cardinale paying more money.
It could happen, of course, because the Ellisons and RedBird have the means.
They also really want WBD as a way to build a midsized media company into a major player.
Still, the very fact that they are talking about a “Plan D,” means they might not do any more sweetening, possibly walk away and leave this deal to wolves of regulation.
That would be the worst-case scenario for shareholders.
2026-01-11 05:042mo ago
2026-01-10 22:402mo ago
VIGI Trails Global Markets, But Valuation And Momentum Keep Me Bullish
SummaryVanguard International Dividend Appreciation Index Fund ETF receives a reiterated buy rating, supported by a technical breakout and strong dividend growth.VIGI offers solid diversification, low volatility, and a 2.1% yield, with a 5-year dividend growth rate exceeding 13%.The ETF trades at a reasonable 17.6x P/E, with a balanced blend of value and growth and high liquidity.Technical analysis targets $97, with $91–$92 now acting as support after a bullish breakout confirmed by momentum indicators. alfexe/iStock via Getty Images
International stocks soared to yet another all-time high weekly close last Friday. The Vanguard FTSE All-World ex-US Index Fund ETF (VEU) is now up 36% from a year ago, easily outpacing the 19% SPDR S&P
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.
Broadcom (AVGO +3.76%) had one of the best years of the big tech stocks. It rose nearly 50% for the year, outperforming Nvidia (NVDA 0.05%) by 10 percentage points. That's an impressive run, but the real question is, can Broadcom keep that momentum up in 2026?
I think Broadcom has a great chance to outperform the market in 2026 and is well worth buying. But why is Broadcom a top stock pick for 2026? Let's find out.
Image source: Getty Images.
Custom AI chips are becoming Broadcom's top product Broadcom does a lot of business in the tech sector. It provides cybersecurity software, mainframe hardware and software, and virtual desktop software through VMware, a company it acquired a few years back. This business might be at Broadcom's core, but there is another, more exciting business unit that's really gaining momentum.
Broadcom is taking a different approach to the artificial intelligence computing hardware game. Instead of designing a broad-purpose graphics processing unit (GPU) as Nvidia did, it's partnering directly with AI hyperscalers to design custom computing units tailored to their needs. This strategy fills a gap in the offerings available on the market, and they are becoming great alternatives to Nvidia GPUs.
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However, they're not a direct GPU replacement.
Broadcom's custom AI chips are known as ASICs, application-specific integrated circuits. They are set up to run one speicific kind of workload. Limiting flexibility can be an issue in many scenarios, but if all of these computing units are running a single workload type, then they can shine. Furthermore, because Broadcom and the AI hyperscalers have cut the middleman out, these units are far cheaper. That's an exciting combination, and there's a reason why the market is so bullish on Broadcom's stock.
Right now, Broadcom's AI semiconductor business makes up a meaningful part of its overall business, but it isn't the dominant component. That's expected to change in 2026. In the fourth quarter of its fiscal year 2025 (ending Nov. 2), Broadcom's AI semiconductor revenue totaled $6.5 billion, up 74% year over year. As a whole, Broadcom's revenue totaled $18 billion, up 28% year over year. So, AI semiconductor revenue makes up more than a third of its business.
But that balance is starting to shift.
In Q1, Broadcom expects AI semiconductor revenue to total $8.2 billion, up 100% year over year. Overall, it expects $19.1 billion in total revenue. So, in Q1, AI semiconductor revenue will make up nearly half of Broadcom's total. That number is expected to increase throughout the year as more companies order Broadcom's custom AI chips and new customers come online.
This is the core of Broadcom's investing thesis, and it's incredibly promising. Wall Street analysts project Broadcom's FY 2026 revenue will grow at a 51% pace, and next year's revenue to grow at a 36% pace. That's an incredibly bullish outlook, making Broadcom a top stock to consider for 2026, but is the price right?
Broadcom carries a premium price tag The market is well aware of Broadcom's promising future. As a result, it has a premium valuation. Broadcom trades for 34 times forward earnings, not a cheap price tag.
AVGO PE Ratio (Forward) data by YCharts
For comparison, Nvidia trades for 25 times FY 2027 earnings (ending January 2027). That's a sizable premium that you have to pay to own Broadcom, and the investment thesis between these two couldn't be more different.
An Nvidia investment is a bet that its dominance is going to continue. A Broadcom investment is a bet that it will disrupt the current king of AI computing. It's a lot harder to dethrone a company than maintain one, so I'd give the edge to Nvidia here.
Broadcom has huge potential, but you have to pay up for that, whereas Nvidia has already achieved it. I'm more bullish on Nvidia than Broadcom, but I think both will do well in 2026 and beyond.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RHP over 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.
2026-01-11 05:042mo ago
2026-01-10 23:352mo ago
TDV: Don't Bet On These Tech Dividend Aristocrats In 2026
Analyst’s Disclosure:I/we have a beneficial long position in the shares of SPY 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.
2026-01-11 05:042mo ago
2026-01-10 23:482mo ago
Coinbase: Expansion Into Stock Trading Makes This Worth Buying At ~15x EBITDA (Rating Upgrade)
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in COIN over 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 a beneficial long position in the shares of CPA 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.
2026-01-11 04:042mo ago
2026-01-10 19:002mo ago
Can Grayscale's HYPE ETF push spark a short-term price rebound?
Grayscale has registered a Hyperliquid [HYPE]-linked statutory trust in Delaware, a typical step before filing for an official S-1 ETF application. This would effectively make it the fourth asset manager to join the U.S Spot HYPE ETF race after Bitwise, VanEck, and 21shares.
Source: Delaware
According to market watchers, HYPE will be the youngest altcoin to hit the ETF milestone if these applications are approved.
A collective demand from institutional investors via ETFs, alongside corporate treasuries and ongoing buybacks, could be net positive for the altcoin in the long run.
However, will ETF expectations offset the ongoing weak market sentiment and HYPE price momentum in the short term?
HYPE sentiment stuck at ‘fear’ level HYPE’s early 2026 recovery hit 18% after climbing to $28 by 06 January. However, nearly all the gains were erased afterwards. And, the market sentiment didn’t reset despite the ETF expectations.
Source: Gate
During the early 2026 recovery, HYPE’s sentiment fluctuated between “fear” and “extreme fear” levels.
Surprisingly, the ongoing buyback has been net deflationary with little impact on the market sentiment. The project bought back and burned 80k HYPE tokens in the last 24 hours, compared to 26.7k HYPE from staking rewards –A 3x deflationary.
HYPE’s sentiment has remained sour because of ongoing monthly unlocks, whale sell-offs, and rising competition from Lighter, Aster, and other perp DEXes, according to trader Altcoin Sherpa.
Sherpa added,
“It’s (Hyperliquid) eventually going to lead the market again but not sure when that will be. I think Lighter probably continues to outperform it in the short term.”
Will dip buying reverse HYPE losses? Even so, the Spot Taker CVD (Cumulative Volume Delta) has turned positive for the first time since last May.
This implied active dip buying on the spot markets despite weak sentiment and price levels. This could improve recovery odds, especially if the broader market sentiment also flips positive.
Source: CryptoQuant
Meanwhile, the latest price reversal at $28 has turned it into a crucial short-term hurdle that doubled up at the 50-day Moving Average (white sloping line). For confirmed and sustainable recovery, $28 and the moving average must be flipped into support.
Otherwise, the lows at $23 and $22 could be tagged again.
Source: HYPE/USDT, TradingView
Final Thoughts Grayscale joined Bitwise, VanEck, and 21Shares in the U.S Spot HYPE ETF race. However, market sentiment has been muted amid monthly unlocks and competition.
2026-01-11 04:042mo ago
2026-01-10 20:002mo ago
Ripple And Amazon Happening Soon? Rumors Swell With No Confirmation
Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure
There is ongoing speculation in the crypto community that Ripple, the crypto payments company, and Amazon, the global tech giant, may soon enter into a partnership. While some claims indicate that an alliance has already been formed, others suggest it may be in the works. Whatever the case, no confirmation has yet been issued to verify the rumor’s validity.
Rumors Swirl About A Potential Ripple And Amazon Deal Rumors about a possible connection between Ripple and Amazon are quickly gaining attention in the crypto community. Prominent analysts and influential XRP supporters are speculating that the crypto payments company and the tech giant may be heading into a possible partnership.
While there has been no concrete evidence to support such claims, advocates like Stellar Rippler, who has over 24,000 followers on X, alleged that Ripple CEO Brad Garlinghouse had hinted years ago that Amazon might use XRP for payments and settlement. The supporter argued that previous nondisclosure agreements were not just speculation, but part of a broader plan. Moreover, he believes that recent developments are increasingly aligning with those earlier hints as new details surface.
Abdullah Nassif, host of the Good Evening Crypto show, also weighed in on the widespread speculation. He said Amazon Web Services (AWS) and Ripple are looking at using Amazon Bedrock AI with the XRP Ledger (XRPL) to speed up system log analysis from days to just minutes. Crypto expert John Squire added that AWS had previously shown interest in XRP for payments. He claimed the company even assigned a team member to explore XRP’s use cases, which has now grown into talks about combining Amazon Bedrock with XRPL.
Despite the growing rumors about the company, Amazon, and XRP, neither the crypto company nor the tech giant has officially confirmed any partnership or future collaboration.
Amazon Web Services Adds The Firm To Partner Profile Page It could be argued that one of the major reasons rumors of a potential Ripple and Amazon partnership are growing is the crypto payments company’s recent appearance on the AWS Partner Profile page. On its official site, Amazon Web Services highlights the firm’s evolving role in the financial sector, positioning it as a key infrastructure provider for global payments.
It showcased the company’s core features and products, including real-time payments, On-Demand Liquidity (ODL), and the ability to send international payments through a single integration. AWS also described RippleNet as a decentralized network of banks and payment providers that enables real-time messaging, clearing, and settlement of financial transactions. According to the cloud computing platform, the payment firm connects banks, digital asset exchanges, and corporations through RippleNet to facilitate global money transfers.
AWS also disclosed several RippleNet use cases, including e-invoicing, real-time cash pooling, global currency accounts, international P2P payments, real-time remittances, and more. The cloud computing network has revealed that Ripple has collaborated with more than 100 financial institutions. Many of these organizations are based in different regions outside the US.
XRP trading at $2.10 on the 1D chart | Source: XRPUSDT on Tradingview.com Featured image from YouTube, chart from Tradingview.com
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Scott Matherson is a leading crypto writer at Bitcoinist, who possesses a sharp analytical mind and a deep understanding of the digital currency landscape. Scott has earned a reputation for delivering thought-provoking and well-researched articles that resonate with both newcomers and seasoned crypto enthusiasts. Outside of his writing, Scott is passionate about promoting crypto literacy and often works to educate the public on the potential of blockchain.
2026-01-11 04:042mo ago
2026-01-10 21:302mo ago
It's Happening: Ripple Says XRP Is the Heartbeat of the Internet of Value
Ripple is positioning XRP as essential financial infrastructure, using major acquisitions and licensing gains to push crypto beyond speculation and into corporate treasuries, cross-border payments, and the emerging Internet of Value.
2026-01-11 04:042mo ago
2026-01-10 22:032mo ago
Tether Secures Hadron Platform Trademark in Russia Through 2035
TLDR: Rospatent approved Tether’s Hadron trademark application filed in October 2025 within three months. Trademark protection covers crypto trading, payment processing, and blockchain financial services. USDT maintains $187 billion market cap, ranking third globally and first among stablecoins. Hadron platform launched November 2024 enables tokenization of stocks, bonds, and reward points. Tether has secured trademark registration for its Hadron asset tokenization platform in Russia, according to RIA Novosti.
The development marks a notable expansion of the stablecoin issuer’s intellectual property protections in the country.
Rospatent approved the application in January 2026, granting exclusive rights until October 2035.
Trademark Coverage and Protected Services The registered trademark features a distorted hexagon design with three smaller hexagons inside.
Tether filed the application with Rospatent in October 2025, receiving approval within three months. The trademark grants protection across multiple blockchain-based financial service categories.
According to RIA, Tether has registered the trademark for its asset tokenization platform Hadron in Russia. The application was filed in Oct 2025 and approved in Jan 2026, with trademark protection valid until Oct 2035. The trademark covers blockchain-based financial services,…
— Wu Blockchain (@WuBlockchain) January 11, 2026
The registration covers cryptocurrency trading and exchange services utilizing blockchain technology.
Additionally, it includes cryptocurrency payment processing and transfer operations. Financial advisory services in the cryptocurrency sector also fall under the trademark’s scope.
Rospatent’s approval allows Tether to use the trademark exclusively across Russia until 2035. The protection encompasses the provision of financial information related to digital currencies.
This registration strengthens Tether’s position in the Russian market for blockchain-based financial solutions.
Hadron Platform Launch and Tether’s Market Position Tether unveiled the Hadron platform in November 2024, introducing broad tokenization capabilities.
The platform enables the conversion of various assets into digital tokens on blockchain networks. Users can tokenize stocks, bonds, and even reward points through the system.
Tether Limited operates as the issuer of multiple stablecoins pegged to real-world assets. The company maintains stablecoins tied to the US dollar, euro, and gold. USDT remains the flagship product with substantial market presence and adoption.
As of January 2026, USDT holds approximately $187 billion in market capitalization. The stablecoin ranks third among all cryptocurrency assets globally.
Within the stablecoin category, USDT maintains the top position by market value and trading volume.
The trademark registration in Russia coincides with Tether’s broader expansion strategy for Hadron. The platform aims to democratize access to tokenized assets across different categories. This registration provides legal protection for the brand as Tether develops its tokenization services in the Russian market.
2026-01-11 04:042mo ago
2026-01-10 22:202mo ago
XRP Maintains $2 Support as Volume Metrics Show Balanced Market Conditions
TLDR: XRP’s 30-day volume Z-score stands at 0.44, reflecting slightly above-average activity within the normal range. Current trading volume indicates balanced buyer-seller dynamics rather than speculative-driven price movements. Z-score readings above 1.5 or 2 would signal new liquidity inflows and potentially stronger upward momentum ahead. The market appears to be in a consolidation phase, requiring clear volume confirmation before any significant directional move. XRP maintains its position above the $2 threshold as Binance data reveals a moderate trading volume Z-score of 0.44.
The metric suggests balanced market conditions without speculative excess, indicating a period of stability rather than heightened volatility.
Trading Volume Remains Within Normal Range The 30-day Z-score for XRP trading volume currently stands at 0.44, according to Binance exchange data. This reading indicates that current trading activity exceeds the 30-day average by a modest margin.
However, the volume level remains firmly within normal parameters and shows no signs of unusual market behavior.
Z-score values above +2 typically represent significant capital inflows or sharp speculative surges in the cryptocurrency markets.
Source: Cryptoquant
Conversely, negative readings point to clear signs of reduced trading activity and market disengagement. The current 0.44 reading falls into what analysts classify as the positive neutral zone.
The absence of elevated Z-score readings suggests XRP’s recent price stability above $2 stems from balanced trading dynamics.
Market participants on both sides appear relatively matched in their activities. This pattern differs markedly from price movements driven by speculative frenzies or panic selling.
Market Consolidation Phase Potentially Underway The current volume characteristics point to a possible consolidation or accumulation phase following earlier volatility periods.
Such Z-score levels frequently emerge during anticipation phases before larger directional moves materialize. Market observers note these conditions often precede significant price action once clarity emerges.
A subsequent price increase accompanied by Z-score readings climbing above 1.5 or 2 would signal fresh liquidity entering the market.
This combination typically marks the beginning of stronger upward trends with sustainable momentum. Traders often monitor these threshold crossings as confirmation signals for position adjustments.
Alternatively, declining trading volume and Z-score readings approaching zero or negative territory could indicate shifting market dynamics.
Such conditions may lead to increased downward price pressure or extended sideways trading patterns. The market would likely require external catalysts to break from range-bound behavior under these circumstances.
The present Z-score reading offers no definitive directional signal for immediate trading decisions. Rather, it confirms relative market stability at current price levels.
Any substantial move forward will require clear volume confirmation before technical analysts can validate the trend. Market participants should monitor both price action and volume metrics for emerging patterns.
2026-01-11 04:042mo ago
2026-01-10 22:302mo ago
Bitcoin's Calm Is a Trap: Strategist Sees Volatility Bull Market Ahead
Bitcoin is coiling inside a tightening range as volatility sinks to historic lows, raising the risk of a decisive repricing that could shape crypto markets in 2026, according to Bloomberg Intelligence strategist Mike McGlone.
2026-01-11 04:042mo ago
2026-01-10 22:402mo ago
Ethereum sentiment mirrors levels seen before ‘major run': Santiment
Ethereum’s declining social media sentiment is mirroring levels similar to those seen before its 2025 price rally, which eventually pushed the asset back to its 2021 all-time highs, according to a crypto sentiment analyst.
“Ethereum is actually way down, this would argue against us falling too much further,” Santiment analyst Brian Quinlivan said in a video published to YouTube on Saturday.
“This is kind of reminiscent of what we saw before Ethereum went on its major run last year,” Quinlivan said. On August 23, Ether (ETH) surged back to its 2021 all-time high of $4,878, marking a gain of almost 70% over four months after falling to a yearly low of $1,472 on April 9, according to CoinMarketCap.
Quinlivan said that Ether’s price “took off just as people were really starting to write-off Ethereum.”
Ethereum has cemented position as “number two market cap”Ether has since dropped 36% from its all-time high, trading at $3,089 at the time of publication, following a $19 billion crypto market liquidation event on Oct. 10, which led to a broader market downtrend.
Ether’s price is down 4.64% over the past 30 days. Source: CoinMarketCapHowever, Quinlivan doesn’t see the market as doubtful about Ethereum’s upside the way it was in early 2025. “I wouldn’t say that is happening now. Ethereum is kind of back to being an expected number two market cap for a lot of people,” he said.
“It’s appropriately ranked once again,” he said. Coinbase Asset Management president Anthony Bassili expressed a similar view to Cointelegraph in November 2025. “There’s a very, very clear view in the investor community in terms of the right first portfolio is Bitcoin. The next is Bitcoin, Ethereum,” he said.
Crypto market sentiment stays in “Fear” territoryQuinlivan said he is bullish on Ethereum’s network growth, describing it as “absolutely going bonkers.” He said it’s likely due to growing interest in staking, which has been a hot topic on social media in recent times.
It comes as sentiment in the broader crypto market continues to hover at low levels, moving between “Fear” and “Extreme Fear” since early November. On Sunday, the Index posted a “Fear” score of 29.
Market participants are still in risk-off mode away from assets outside Bitcoin (BTC), according to the Altcoin Season Index, which currently shows a “Bitcoin Season” score of 34 out of 100.
The index flicks between “Bitcoin Season” and “Altcoin Season” scores based on the performance of the top 100 altcoins relative to Bitcoin over the past 90 days.
Magazine: How crypto laws changed in 2025 — and how they’ll change in 2026
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently. Read our Editorial Policy https://cointelegraph.com/editorial-policy
2026-01-11 04:042mo ago
2026-01-10 22:482mo ago
Layer-1 Price Analysis: SEI, Kaspa, and Injective Signal Critical Technical Zones Amid Market Consolidation
TLDR: SEI demonstrates the cleanest technical structure with well-defined support levels attracting buyers at $0.12 Kaspa trades in a critical decision zone showing seller exhaustion after multiple successful support retests Injective consolidates sideways at $5.19, rebuilding market confidence through time rather than price movement All three Layer-1 tokens exhibit non-euphoric behavior, suggesting healthy accumulation over speculative chasing Three prominent Layer-1 cryptocurrencies are currently displaying unique market characteristics that merit attention from traders and investors.
SEI trades at $0.12, Kaspa maintains its position in a critical decision zone, and Injective holds at $5.19. Each token presents different risk-reward scenarios based on technical structure and price behavior.
The current market environment favors patience over speculation as these assets consolidate near important support levels.
Market Structure Reveals Critical Decision Points Kaspa’s price action demonstrates compression near a well-tested base that has held through multiple attempts. The repeated tests without breakdown suggest seller exhaustion may be approaching.
This creates a decision zone where the market evaluates the next directional move. The structure doesn’t indicate an imminent breakout but positions the asset for potential resolution.
Injective’s chart reflects a cooling period following an extended trend. The price remains distant from resistance levels, reducing immediate upside pressure.
This positioning allows for rally attempts without facing instant selling pressure. The current formation favors patient capital over momentum-driven strategies.
SEI exhibits the most defined technical structure among the three assets. Clear support zones and reaction levels create a framework that attracts technically oriented market participants.
LAYER-1 PRICE ACTION : DEEP DIVE 📈
→ $KAS
→ $INJ
→ $SEI
This is about context, structure, and decision making.
Let’s break this down across three lenses.
And see which one is sitting in the strongest position.
1️⃣ Structure & Location: Where price actually is
➥ Kaspa… pic.twitter.com/CWZe2hWp4T
— Our Crypto Talk (@ourcryptotalk) January 10, 2026
The clean price action reduces uncertainty and provides straightforward entry and exit parameters. This clarity typically draws capital seeking reduced volatility during consolidation phases.
Price Behavior Signals Accumulation Patterns Kaspa’s behavior indicates quiet accumulation as dips into support zones receive buying interest without aggressive continuation.
This pattern often frustrates both bullish and bearish positions before eventual resolution. The measured response suggests smart money positioning rather than retail chasing. Such zones typically precede significant moves once accumulation completes.
Injective appears to be rebuilding confidence through time rather than price movement. After serving as a market leader, the asset now consolidates sideways.
This reset process allows previous participants to adjust expectations. Strong assets frequently employ this strategy before initiating new upward legs.
SEI demonstrates relative stability compared to peers still processing previous cycles. The composure during broader market uncertainty positions it favorably for rotation trades.
When liquidity seeks cleaner structures, assets with defined support often receive preferential treatment. The technical clarity provides confidence for capital deployment.
Risk Management Defines Trading Opportunity Kaspa offers clearly defined risk parameters that simplify decision-making processes. A break below the current base would invalidate the bullish thesis quickly.
Conversely, holding support significantly improves upside asymmetry. This binary setup reduces ambiguity for risk management.
Injective carries opportunity cost considerations as the timeframe for resolution remains uncertain. The thesis may prove correct but require extended patience.
This characteristic suit long-term holders better than active traders seeking near-term catalogs.
SEI provides the cleanest invalidation level among the three options. The straightforward structure eliminates overthinking and reduces position stress.
Support either holds and structure improves or breaks and signals exit. This simplicity often correlates with superior risk-adjusted returns during uncertain markets.
2026-01-11 04:042mo ago
2026-01-10 23:002mo ago
How the Ripple – BNY partnership is setting XRP's new institutional era
Institutional growth doesn’t always show up as direct capital inflows.
Instead, in recent years, it has increasingly taken the form of partnerships. Major financial institutions are using blockchain technology for practical use cases such as cross-border payments and everyday transactions.
Building on this trend, BNY Mellon (a global bank with $50 trillion in AUM) has launched tokenized deposits (digital versions of cash) for institutional clients. Notably, it chose Ripple Prime as an early adopter.
Source: X
Looking deeper, this move goes beyond a simple boost for the XRPL.
Notably, many in the market see it as the start of a “digital dollar” era. One where institutional funds aren’t tied up in traditional fiat or stablecoins, but exist as “digital cash” that can move instantly in a 24/7 market.
Ripple now sits at the center of this shift. The key question is – How does this partnership impact Ripple’s institutional growth, especially with BNY already acting as a primary custodian for its native digital dollar – RLUSD?
BNY’s recent move is part of a broader trend in global finance.
As the initial “hype” around Central Bank Digital Currencies (CBDCs) gives way to real adoption, BNY’s launch of tokenized deposits represents the first step in what could become a wave of banks following suit.
In this context, Ripple being chosen as an “early adopter” is a strong signal of its growing role in digital finance. In line with this, XRP ETFs reaching $1 billion in AUM is an early sign of rising institutional interest too.
Source: XRP ETF Tracker
Notably, XRP’s price performance adds context to this trend.
From a technical lens, despite closing 2025 down 12% and facing a market pullback, XRP ETFs have still gathered $1 billion in assets since their launch in November.
Why does this matter? It indicates that institutions aren’t just betting on XRP’s price. Instead, they’re showing confidence in Ripple itself, with the BNY partnership serving as a clear signal of growing trust and adoption.
In short, Ripple is attracting institutional capital based on fundamentals. Hence, this explains why its 2026 cycle looks set to remain institutionally driven, reinforcing its role in the tokenized cash ecosystem.
Final Thoughts BNY Mellon’s tokenized deposits place Ripple at the center of the emerging “digital dollar” era. Institutional demand for Ripple is evident, highlighting confidence in its role in digital finance.
Ritika Gupta is a Financial Journalist and Geopolitical Analyst at AMBCrypto, specializing in the critical intersection of world politics, economic policy, and the cryptocurrency markets. Her analysis is informed by her distinguished background, which includes professional experience at major news network. She holds a Bachelor's degree in Political Science and Psychology from Gargi College, University of Delhi. This academic training provides her with a sophisticated framework for dissecting complex issues such as international regulations, government fiscal policies, and the geopolitical forces that directly influence asset valuations. At AMBCrypto, Ritika applies this expert lens to synthesize macroeconomic data and political developments, offering readers a deeper context for market movements. She excels at explaining not just what is happening in the market, but why it is happening. Her work is dedicated to providing strategic insights that empower readers to understand the complex relationship between global events and their digital assets.
2026-01-11 03:042mo ago
2026-01-10 18:452mo ago
Is Viasat Stock a Buy or Sell After the CEO Sold Shares Worth $4 Million?
CEO Mark Dankberg sold 100,000 indirectly-held shares for a transaction value of $4.0 million on Jan. 6, 2026. This sale represented 6.51% of Mark Dankberg's indirect holdings and reduced his indirect holdings from 1,534,993 to 1,434,993 shares.
2026-01-11 03:042mo ago
2026-01-10 19:192mo ago
Is Applied Optoelectronics Stock a Buy or Sell After the Chief Legal Officer Dumped Over 12,000 Shares?
CEO Christopher Anzalone sold 85,000 shares in the open market on Dec. 17, 2025, for a transaction value of ~$5,443,462. This sale represented 2.17% of Mr.
2026-01-11 03:042mo ago
2026-01-10 20:082mo ago
Prediction: Alphabet Will Soar Over the Next Decade. Here's 1 Reason Why.
The dominant internet business is poised to keep its growth going.
Alphabet (GOOGL +1.02%) (GOOG +1.05%) shares have performed very well in the past. Over the trailing-10-year period, they have climbed 723%. This is a significantly higher return than the overall market.
Investors might believe that they won't achieve strong gains going forward, but that's a flawed view. I predict that this top tech stock will soar over the next decade. Here's one reason why.
Image source: Getty Images.
Digital advertising is a growth market During Q3 2025 (ended Sept. 30), Alphabet brought in $74 billion in digital ad revenue (73% of its total), up 13% year over year. This makes it the largest business in this market.
The industry is expected to grow at a 15% compound annual rate through the rest of this decade. This provides a major tailwind for Alphabet to keep up its expansion, pushing up revenue and profits along the way. This should drive the stock higher.
Today's Change
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1.02
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3.31
Current Price
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Alphabet will dominate the artificial intelligence age Alphabet is also figuring out how to generate revenue from new avenues in a world of more artificial intelligence queries. Its Gemini app has 650 million monthly active users. And Alphabet plans to display ads to free users in 2026.
Monetization here can be valuable for the company. And this demonstrates how Alphabet is adapting to changes in the search universe, operating from a position of strength.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet. The Motley Fool has a disclosure policy.
2026-01-11 03:042mo ago
2026-01-10 20:302mo ago
The "Safest" Trillion-Dollar Artificial Intelligence (AI) Stock to Invest $50,000 In Right Now
There are currently nine technology stocks that boast valuations of at least $1 trillion.
At this writing, there are 11 public companies with market capitalizations north of $1 trillion. Perhaps unsurprisingly, nine of these companies operate in the technology industry -- which has been going through a renaissance over the last few years, driven by rising demand for artificial intelligence (AI) applications.
Digging a little deeper, three members of the trillion-dollar club are semiconductor stocks: Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing (TSM +1.77%). By now, it's obvious that chips are a core pillar supporting the greater AI foundation. But among these trillion-dollar chip leaders, which one is the "safest"?
In my eyes, Taiwan Semiconductor takes the cake. Let's delve into what makes TSMC such a unique opportunity and explore why now is an ideal time to consider a position in the semiconductor giant, if you haven't already.
Image source: Taiwan Semiconductor Manufacturing.
Why is Taiwan Semi so important? By now, you're likely aware that sophisticated chips, known as graphics processing units (GPUs), are the key piece of hardware on which AI models, such as ChatGPT, are trained. What you might not fully understand, however, is that GPU leaders like Nvidia, Advanced Micro Devices, and custom chip specialists such as Broadcom focus more on designing hardware rather than actually making it in-house.
Instead, these companies outsource their manufacturing needs to external foundries. This is where Taiwan Semi makes its impact. Whenever a hyperscaler announces a multibillion-dollar chip deal, odds are Taiwan Semi is the foundry bringing this hardware to life.
TSMC is currently the largest chip manufacturer in the world in terms of revenue -- controlling nearly 70% market share. What's even more impressive is that Taiwan Semi has worked to diversify its supply chain, opening up additional facilities in Germany, Japan, and now Arizona.
Given that worldwide data center buildouts are a priority for big tech, TSMC is positioned not only to continue benefiting from secular tailwinds fueling AI but also to remain in a prime position to expand its already massive lead over the competitive landscape.
Today's Change
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323.63
What is Wall Street's opinion of TSMC? Among the 17 sell-side analysts that cover Taiwan Semi, 15 have a buy or equivalent rating on the stock. While that provides a surface-level opinion of optimism around TSMC, smart investors should want to know what's driving this bullish outlook.
According to research from Deloitte, capital expenditures (capex) for AI data centers could reach $450 billion globally in 2026. In just two years' time, this addressable market could rise to an estimated $1 trillion.
Perhaps more importantly, Deloitte suggests that at least half of this AI infrastructure spend will be allocated toward next-generation chips. These dynamics suggest that TSMC's revenue trajectory may continue to steepen throughout the remainder of the decade. Against this backdrop, I think the company should continue to easily command enormous pricing power over competing foundries -- leading to further margin expansion and compounding profits.
TSM Revenue (TTM) data by YCharts
Is Taiwan Semi a good long-term investment? If you had invested $50,000 into Taiwan Semi stock at the start of the AI revolution, you'd now have more than four times your initial capital. I'll concede that this is an abnormal level of price appreciation in just three years' time.
TSM data by YCharts
There is a solid argument to be made that TSMC's growth is only just beginning. Over the next several years, the AI infrastructure era will feature additional GPU architectures, including Nvidia's upcoming Vera Rubin chips and AMD's MI400 accelerator series.
In addition, Broadcom is increasingly becoming favored by Apple, Alphabet, Tesla, and more in the custom application-specific integrated circuits (ASICs) market.
Taiwan Semi is the perfect pick-and-shovel opportunity at the intersection of AI chips and next-generation infrastructure buildouts. Given its unique position to benefit from the broader macro demand trends for AI chips, I see TSMC as a relatively insulated and much safer opportunity than any single chip designer or AI developer. For these reasons, I see the stock as a no-brainer buy and potential multibagger over the coming years.
Adam Spatacco has positions in Alphabet, Apple, Nvidia, and Tesla. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Nvidia, Taiwan Semiconductor Manufacturing, and Tesla. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
2026-01-11 03:042mo ago
2026-01-10 21:002mo ago
Trump's Oil Grab Is a Big Problem for the OPEC Cartel
CEO Scott Keeney sold 31,748 shares on Jan. 6, 2026, representing a transaction value of approximately $1.19 million based on a weighted average sale price of $37.51 per share. The activity impacted 1.37% of Scott Keeney's direct holdings, reducing his direct ownership to 2,285,020 shares post-transaction.
2026-01-11 02:032mo ago
2026-01-10 20:242mo ago
Bitcoin mining difficulty dips in first 2026 adjustment
The Bitcoin network mining sector recently celebrated the first difficulty adjustment of 2026. This adjustment was observed after this sector announced a slight ease of mining difficulty to a record of 146.4 trillion on Thursday, January 8. Notably, mining difficulty illustrated the extent of hardship miners needed to expect when introducing a new block to the decentralized blockchain.
During this incident, CoinWarz, a long-standing crypto platform (since 2013) offering essential tools for miners, shared its prediction, urging miners to expect the next adjustment to take place on January 22, 2026, at 04:08:12 AM UTC. However, different from the recent adjustment, this forecasted one is anticipated to raise Bitcoin mining difficulty from a record of 146.47 trillion to 148.20 trillion.
In attempts to explain this increase, analysts conducted research and discovered that the average block times were recorded at 9.88 minutes, slightly below the set target of 10 minutes. With this finding, they asserted that the next adjustment could lead to a surge in difficulty, aligning more closely with the target time.
Miners publicly note down the Bitcoin mining difficulty in the sector Reports in 2025 highlighted that the Bitcoin mining difficulty skyrocketed to new all-time highs, with a slight increase experienced in the last adjustment of that year. Interestingly, even after this increase was recognized, sources claimed that the difficulty record remained below November’s peak of 155.9 trillion.
To break down the meaning of surging Bitcoin mining difficulty, reports suggest that such a situation indicates miners should expect stiff competition in this sector, which is anticipated to arise when they launch new blocks to the network. As a result, the situation worsens in the industry, consequently affecting economic and regulatory status across 2025.
At this particular moment, analysts have admitted that Bitcoin miners face significant hardship in generating profits, as margins have greatly shrunk due to the halving event that occurred in April 2024. If block rewards were reduced by half, several key economic factors would be affected.
Later, miners and mining firms reported facing increased pressure from the crypto market decline that began in November. This stress arose when miner hash price drastically decreased below the expected level essential to break even. This price illustrated the anticipated yields for each computing power unit utilized to mine blocks effectively.
Meanwhile, it is worth noting that the miner hash price is the expected daily revenue generated per unit of computational power (hashrate), usually measured in dollars per terahash per second per day ($/TH/s/day).
Bitcoin’s price drastically drops amid significant challenges in the Bitcoin mining industry Considering the increased uncertainties in the Bitcoin mining sector, miners have been encouraged to choose whether to continue with their operations or halt them when the price reaches a record of $40 per petahash-second per day. This price marks an increase from a low point of $35 recorded in November.
Another factor that has significantly contributed to the recent pressure in the mining industry is US President Donald Trump’s tariff policies, which have sparked concerns about the potential for a supply chain shortage in the sector.
Notably, October’s flash crash marked the beginning of declines in the crypto market, which led to a drop in the price of BTC by over 30% in November, with a low of just above $80,000.
Nonetheless, even with this decline, the crypto industry became hopeful once more after the price of the cryptocurrency started rising, maintaining a level lower than October’s peak of more than $125,000.
Want your project in front of crypto’s top minds? Feature it in our next industry report, where data meets impact.
2026-01-11 02:032mo ago
2026-01-10 20:302mo ago
Bitcoin ETFs Outpace Gold Adoption by 600% Two Years Into TradFi
Bitcoin's move into mainstream finance is accelerating far faster than gold's, as ETF inflows signal institutional adoption surging beyond historical precedents and cementing digital assets as core portfolio holdings, according to Bitwise. Bitwise Shows Bitcoin ETF Growth Dwarfs Gold's Early Inflation-Adjusted Inflows Asset management firm Bitwise shared on social media platform X on Jan.
2026-01-11 02:032mo ago
2026-01-10 20:452mo ago
Cathie Wood Predicts Possible US Government Bitcoin Purchases
Cathie Wood, CEO of Ark Invest, suggested that the United States government might begin purchasing Bitcoin in the near future. Her comments come as discussions around digital assets continue to gain momentum in financial and regulatory circles. Wood’s statement highlights the growing interest in Bitcoin as a strategic asset for national reserves and its potential role in global finance.
Wood’s remarks reflect broader trends in the financial industry, where institutional interest in cryptocurrencies is increasing. Her perspective is rooted in the belief that Bitcoin could serve as a hedge against inflation and currency devaluation, a view shared by some financial analysts. These factors contribute to Bitcoin’s appeal as nations explore diversification of their reserve assets.
Meanwhile, Ripple, a company known for its digital payment protocol and cryptocurrency XRP, has obtained authorization from the UK’s Financial Conduct Authority (FCA). This marks a significant step for Ripple, as it seeks to expand its operations in the European market. The FCA’s approval allows Ripple to offer regulated payment services and aligns with the company’s strategic objective of strengthening its regulatory compliance.
The approval from the FCA underscores the evolving regulatory environment for cryptocurrencies in Europe. As more companies seek to integrate digital assets into their offerings, regulatory agencies are adapting to oversee these developments effectively. Ripple’s authorization serves as a case study in navigating complex regulatory landscapes to achieve business growth.
In the context of Exchange-Traded Funds (ETFs), such financial instruments provide investors with exposure to various assets, including cryptocurrencies, without direct ownership. A ‘spot’ ETF involves purchasing the underlying asset at current market prices, offering a straightforward investment avenue. Issuers file for ETF approval to broaden their investment product offerings, and regulatory approval involves thorough scrutiny of fund structures to ensure investor protection.
Regulators focus on key areas such as custody solutions, market integrity, surveillance-sharing agreements, and adequate disclosures. These elements are essential in maintaining investor confidence and ensuring that financial markets operate transparently. Investor protection remains a priority, with regulators aiming to safeguard against potential market manipulation and fraud.
The institutional context is crucial as large banks and asset managers explore cryptocurrency products to meet client demand. Cryptocurrencies represent a growing segment of financial markets, and traditional financial institutions are increasingly entering this space. By offering cryptocurrency-related products, these institutions aim to enhance their service portfolios and capture new revenue streams.
Bitcoin, as the largest cryptocurrency by market capitalization, is a focal point for both institutional and retail investors. Its role as a digital form of money and potential store of value makes it an attractive option for portfolio diversification. Similarly, Solana represents a smart-contract network that facilitates decentralized applications, reflecting the diverse applications of blockchain technology.
Market risks associated with cryptocurrencies include volatility, liquidity conditions, and regulatory uncertainties. These aspects pose challenges for investors, who must navigate fluctuating prices and potential changes in regulatory stances. Additionally, operational risks such as cybersecurity threats and the technological complexity of blockchain networks are pertinent considerations.
The competitive landscape for cryptocurrency products remains dynamic, with multiple issuers often filing similar investment offerings. The approval process can be intricate, involving amendments and consultations with regulatory bodies. Timelines for product launches are not always predictable, and issuers must be prepared for potential delays.
Looking ahead, regulatory reviews for cryptocurrency products are ongoing. Stakeholders anticipate announcements regarding approvals or denials, which can influence market sentiment and drive investment decisions. The evolving regulatory framework will shape the future of digital asset markets and determine the pace of institutional adoption.
As the landscape evolves, market participants will continue to monitor regulatory developments and assess the implications for their investment strategies. The potential for the US government to consider Bitcoin purchases, as suggested by Cathie Wood, remains speculative but highlights the expanding discourse on cryptocurrencies in global finance.
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2026-01-11 02:032mo ago
2026-01-10 21:002mo ago
Bitcoin – Spot inflows hit 6-week low, but is there good news next?
Bitcoin’s [BTC] performance has been subdued lately, with its price action close to stagnation after no significant gains or losses in recent sessions.
In fact, the crypto has stayed range-bound between $90,000 and $93,000, with no decisive breakout or breakdown as investors closely monitor these key levels. This price behavior raises the question of whether the prevailing sentiment around Bitcoin is turning bearish or simply losing strength.
A word of caution? The Financial Conditions Index serves as an economic indicator that reflects how traditional market conditions may influence risk assets such as Bitcoin.
The index averages normalized values of key macroeconomic indicators to determine the broader market bias surrounding Bitcoin. It assesses sentiment based on whether readings fall within positive or negative regions on the chart.
Historically, positive FCI readings have been associated with tighter financial conditions and weaker Bitcoin performance, while negative readings tend to support bullish price action. In practical terms, a positive reading is a sign of tightening liquidity and rising financial stress across financial markets.
Source: Alphractal
At the time of writing, the FCI was in negative territory, hinting at some degree of financial easing. However, the reading was only slightly negative. A deeper negative reading would imply more favorable conditions capable of supporting stronger price appreciation in Bitcoin.
That’s not all though as investor behavior across the market also appeared to reflect this mildly supportive, but still uncertain environment.
What does investor activity say about market uncertainty? Despite the absence of strong “systematic bearish pressure” from macroeconomic factors, investors remain cautious about increasing exposure to Bitcoin.
As far as the spot market is concerned, Coinglass data revealed that weekly net inflows fell to their lowest level in six weeks – Standing at just $282 million at press time. This suggested that while spot investors still have a bullish bias, they are becoming more conservative in their accumulation.
A sustained decline in weekly inflows could mean that investors are approaching exhaustion after sustained buying activity.
Source: CoinGlass
Institutional investors are also beginning to show signs of caution. After starting the year on a strong note by purchasing $458 million worth of Bitcoin in the first trading week of January, these investors have since reduced exposure. In fact, they have sold $681 million worth of BTC this week alone.
Such a shift from accumulation to distribution is often a sign of weakening short-term conviction and reduced appetite for risk.
Market sentiment remains weak This change in positioning is also evident when the broader market interest is looked at.
For instance – Google search trends, which serve as a proxy for retail engagement, have dropped to 39 – One of the lowest levels recorded over the past year. This could be indicative of fading public attention towards Bitcoin.
On the contrary, long-term holders have continued to be a stabilizing force for the world’s largest cryptocurrency.
Source: CryptoQuant
Finally, the Binary Coin Days Destroyed (CDD) indicator had a press time reading of 0, indicating that long-term holders have not moved significant portions of their Bitcoin. Historically, rising CDD levels suggest that long-term holders are selling – A precursor to a hike in volatility.
For now, their inactivity is helping stabilize Bitcoin’s price while preventing a deeper decline below the $90,000-level.
Final Thoughts The Financial Conditions Index (FCI) revealed that Bitcoin is not in a bullish phase, despite being relatively stable. Spot market inflows dropped to their lowest level in six weeks, as institutional investors began to reverse their previously bullish positions.
Grayscale registers HYPE and BNB ETFs in Delaware; formal announcements pending.Market unaffected; no SEC filings confirm ETF status.Trusts reflect early-stage legal setup for potential future products. Grayscale Investments has registered two new statutory trusts, Grayscale HYPE ETF and Grayscale BNB ETF, in Delaware, a significant step possibly preceding future regulatory filings and ETF launches.
These registrations could indicate potential expansion into new ETF offerings, impacting market structures and investor strategies, pending regulatory approval and further official announcements.
Grayscale’s Strategic Expansions in Delaware Under Review Grayscale’s registration of two new Delaware trusts, the Grayscale HYPE ETF and the Grayscale BNB ETF, was officially recorded. This development is crucial, as Grayscale has long aimed to expand its suite of crypto-related assets, potentially leveraging new market opportunities. The registration details, including their Statutory Trust status and agent, suggest compliance with state requirements but do not indicate regulatory or financial consensus.
The potential introduction of new ETFs underlines Grayscale’s expanding interest in broadening crypto exposure. Although no direct changes in market trends are evident, these trusts represent Grayscale’s foundational steps in positioning future products. According to Michael Sonnenshein, CEO of Grayscale Investments, “Our goal is to provide investors with secure, transparent access to the digital asset class.” Without visible regulatory filings or approval, immediate financial impacts remain speculative.
Market participants are monitoring the situation closely. Given the absence of official communications from Grayscale or regulatory bodies, reactions have been limited to speculative discussions online. Market analysts await further developments, particularly any confirmations from regulatory entities, regarding the concrete market strategy behind these trusts.
BNB Prices and Grayscale’s Regulatory Approach in Focus Did you know? Grayscale Investment’s historical pattern involves first setting up statutory trusts, like the GBTC, with substantial impacts unfolding only after regulatory approvals and exchange listings.
BNB, with a current price of $907.86, marks a $125.04 billion market cap according to CoinMarketCap. Its 24-hour trading volume reached $1.88 billion, growing by 7.30% and reflecting a 1.67% price increment. Over the past 90 days, BNB has seen a significant 30.57% decline.
BNB(BNB), daily chart, screenshot on CoinMarketCap at 21:11 UTC on January 10, 2026. Source: CoinMarketCap The Coincu research team emphasizes that Grayscale’s new registrations might suggest readiness for strategic advancements contingent on future regulatory nods. Any SEC development could amplify crypto market dynamics, particularly for BNB, given Grayscale’s precedents with other asset products.
DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.
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2026-01-11 01:032mo ago
2026-01-10 16:452mo ago
Pump.fun Overhauls Creator Fee System to Boost Trading
Pump.fun changes creator fees, aims for better trading incentives.New fee model focuses on traders, not just creators.Solana-based platform sees structural overhaul to support trading activities. Pump.fun co-founder Alon Cohen announced a creator fee mechanism overhaul on January 10, aiming to promote healthier trading behavior on the Solana-based memecoin platform.
The update seeks to address skewed incentives, promoting sustainable trading practices and potentially reshaping market dynamics across Pump.fun’s ecosystem.
Pump.fun’s Creator Fee Update Aims to Boost Trading Pump.fun’s co-founder Alon Cohen confirmed on X that the platform has restructured its creator fee system to promote trading rather than just token creation. Fee sharing now involves up to 10 wallets, allowing better distribution to creators. The updated model aims to better align platform incentives by adjusting the economic framework to favor trading activities.
The new fee structure’s immediate effects focus on encouraging active trading over passive token issuance, critical for the ecosystem’s liquidity. This shift is anticipated to foster more sustainable market behavior by engaging traders who provide necessary liquidity and volume.
“Dynamic Fees V1 encourages participation in low-risk activities (token creation) and does not stimulate high-risk activities (trading), which he calls dangerous because traders are a vital element of the platform,” – Alon Cohen, Co-founder, Pump.fun.
Solana’s Market Dynamics: Impact of Pump.fun’s Strategy Did you know? Pump.fun’s emphasis on trading mirrors incentives in other platforms, which historically led to more engaged and active token communities.
As of January 10, 2026, Solana (SOL) was trading at $135.69 with a market cap of $76,567,375,829.35 billion. Over the past 90 days, the price has decreased by -30.20%, according to CoinMarketCap data. Trading volume was $1,709,528,552.95 billion, reflecting a significant -67.91% change over 24 hours.
Solana(SOL), daily chart, screenshot on CoinMarketCap at 21:40 UTC on January 10, 2026. Source: CoinMarketCap The Coincu research team believes that Pump.fun’s changes will likely enhance Solana ecosystem’s market dynamics. By shoring up trading incentives, traders may see a revitalization of trading activities on the platform. This positions it well for long-term growth within a competitive blockchain landscape.
DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.
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2026-01-11 01:032mo ago
2026-01-10 17:052mo ago
VanEck Ethereum Model Projects $55K Price Target by 2030 Amid Network Growth
TLDR: Ethereum market share assumptions increased to 85% from 70% as Layer 2 networks gain traction across DeFi sectors Revenue projections adjusted upward to $130 billion for 2030 driven by stablecoin volume and blob fee mechanisms Circulating supply estimate reduced to 95 million ETH from 100.1 million due to staking and fee burn dynamics Terminal valuation multiple raised to 40x reflecting Ethereum’s role as global settlement infrastructure layer A revised analysis of VanEck’s Ethereum valuation model suggests the asset could reach between $55,000 and $65,000 by 2030.
The update reflects structural changes in Ethereum’s market position and revenue generation since the original forecast.
Analyst Joseph Young shared the recalculated projections on social media, noting substantial shifts in key metrics that drive the model’s output.
Market Share and Revenue Projections Show Major Growth The original VanEck model from 2024 estimated Ethereum’s base case price at approximately $22,000 for 2030. That forecast assumed Ethereum would maintain a 70% market share across decentralized finance, stablecoins, and tokenization sectors.
Current data indicates the network now commands over 60% dominance in these categories. Layer 2 solutions built on Ethereum have accelerated adoption rates. The updated model adjusts market share assumptions to 85% based on this trajectory.
VanEck ETH forecast going around now is outdated.
In 2024, VanEck estimated a 2030 ETH base case of ~$22K.
a lot has changed since then.
if we rerun VanEck’s model using today’s data, the base case moves significantly higher:
$22K -> $55K
here's why 👇
VanEck's valued ETH…
— Joseph Young (@iamjosephyoung) January 10, 2026
Revenue projections have also shifted upward from the initial $78 billion estimate for 2030. Stablecoin transaction volumes now exceed $8 trillion per quarter across Ethereum and its Layer 2 networks.
Blob fees introduced through recent upgrades generate additional income streams. Real-world asset tokenization has emerged as a significant revenue source. The revised model increases the 2030 revenue target to approximately $130 billion.
Supply dynamics present another variable that affects price calculations. VanEck originally projected 100.1 million ETH in circulation by 2030.
Higher staking participation rates and increased blob fee burns have reduced supply expectations.
The updated analysis revises the 2030 supply figure down to 95 million ETH. This reduction amplifies the price impact of projected cash flows.
Valuation Multiple Reflects Expanded Network Function The terminal multiple applied to Ethereum’s cash flows represents how the market values the network’s future earnings.
VanEck’s original model used a 33x multiple based on Ethereum’s role as a Layer 1 blockchain. The network has since evolved beyond basic smart contract functionality.
Ethereum now processes settlement for stablecoins, decentralized finance protocols, and tokenized assets.
Joseph Young’s analysis suggests the terminal multiple should increase to 40x. This adjustment accounts for Ethereum’s position as infrastructure for global financial settlement.
The network handles clearing operations for multiple asset classes. Institutional adoption of Ethereum for settlement continues to expand.
Ethereum currently trades at $3,085.41 with daily volume exceeding $6.9 billion. The updated forecast model applies VanEck’s original methodology with refreshed inputs.
The calculation divides projected 2030 cash flows by circulating supply, then multiplies by the terminal valuation multiple. Using current market conditions and growth trajectories, this produces the $55,000 to $65,000 range.
2026-01-11 01:032mo ago
2026-01-10 17:212mo ago
ETH, XRP, and Meme Coins Shine as Retail Sentiment Reacts to Short-Term Catalysts
Crypto enters 2026 on a positive footing, but retail sentiment remains fragile and driven by immediate news catalysts.
Crypto market sentiment has improved at the start of 2026 as prices across major digital assets rebound from last year’s extended correction. New data shows retail traders growing more optimistic as ETF headlines and macro narratives increasingly influence crypto price movements.
According to the latest social and sentiment data compiled by Santiment, there has been a renewed optimism among retail traders, even as recent price action has begun to flatten and Bitcoin (BTC) tests key psychological levels. Recovery has not been limited to large-cap cryptocurrencies. In fact, several altcoins and meme coins also posted strong gains.
Fresh Retail FOMO Social media discussion across platforms such as X, Reddit, and Telegram has shifted noticeably and reflected a more positive tone after months of bearish sentiment following Bitcoin’s October 2025 all-time high.
Bitcoin remains at the center of the narrative. Its recent moves have been heavily influenced by macroeconomic factors and traditional financial market dynamics. ETF flow headlines played a significant role, particularly after US spot Bitcoin ETFs recorded a sizable one-day net outflow led by major issuers such as BlackRock and Fidelity.
The pullback coincided with traders de-risking ahead of crucial US economic data and expectations around interest rate cuts, which validates the view that Bitcoin is increasingly trading like a macro-sensitive asset.
Ethereum has seen a more mixed sentiment profile. According to Santiment, discussion around the world’s largest altcoin by market cap has focused less on price action and more on staking-related developments, including staking rewards tied to regulated investment products. While interest in staking has increased, sentiment has remained scattered. This essentially reflects a lack of a clear directional catalyst for ETH in early 2026.
This is true for several major outperformers, as retail sentiment remains uneven and highly reactive to short-term catalysts.
You may also like: End of a Ripple Era: Here’s What Happened With the Spot XRP ETFs Last Week BTC Price Suddenly Rockets by $2K as Trump Posts Unpublished Jobs Data Bitcoin Risks $70K as Analyst Flags Fed’s $106B Liquidity Alarm For instance, Ripple (XRP) stood out with a nearly 14% weekly gain. This coincided with an increased attention around XRP’s January escrow unlock, which released 1 billion tokens, with a large portion reportedly re-locked. The scheduled supply event, combined with strong early-year momentum, drove a surge in retail participation. However, optimism rose sharply as traders attempted to buy perceived dips, followed by renewed caution as prices corrected from recent highs.
Solana (SOL) also saw a significant jump in sentiment and price, which was swayed largely by institutional headlines, including a Reuters report that Morgan Stanley filed with the US Securities and Exchange Commission (SEC) for ETFs tied to Bitcoin and Solana.
Meme Coins Rebound Meme coins have also re-entered the spotlight. The OG, Dogecoin (DOGE), saw double-digit gains over the week, supported in part by strong performance from the 21Shares 2x Long Dogecoin ETF, which posted gains of roughly 38-39% in the first days of 2026. The ETF’s performance has contributed to fresh interest across the meme coin sector.
Several meme coins have also witnessed synchronized whale buying and social hype this year.
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2026-01-11 01:032mo ago
2026-01-10 17:302mo ago
Islamic Coin Rockets 470% in 24 Hours on Ethiq Launch
On Jan. 9, Islamic Coin staged a dramatic rally, soaring 470% from under $0.01 to nearly $0.06 within 24 hours before stabilizing around $0.045–$0.05. Ethiq Layer 2 Mainnet Islamic Coin (ISLM), the native utility token of the HAQQ network, ignited a massive market rally in early January 2026.
2026-01-11 01:032mo ago
2026-01-10 17:442mo ago
Tether Announces Strategic Equity Investment in Bitcoin Lender Ledn
Tether’s strategic investment enhances Ledn’s Bitcoin-backed lending.Focus on expanding access to credit without selling Bitcoin.Investment signals Tether’s interest in off-chain businesses. Tether announced a strategic partnership with Ledn, a Bitcoin-backed consumer lender, in November, marking a significant advancement in its mergers and financial services expansions.
This alliance could enhance global credit access without Bitcoin liquidation, potentially bolstering Tether’s influence in decentralized finance and increasing demand for USDT stablecoin services.
Tether Invests to Bolster Bitcoin Lending Solutions Tether officially announced a strategic investment and partnership with Ledn, a centralized lender offering Bitcoin-backed loans and savings products. The partnership aims to expand access to credit without requiring users to sell their digital assets, aligning with Tether’s expanding fintech strategy.
Changes are expected in Ledn’s operational reach, potentially integrating Tether’s products such as USDT. Ledn’s CEO, Adam Reeds, stated, “We expect demand for Bitcoin financial services to continue soaring, and this collaboration with Tether ensures that Ledn remains well-positioned to lead as the market continues to evolve and grow. We are excited for the opportunities that lie ahead to collaborate and innovate in this space.” Tether | Raptor Group Press Release
Market participants show cautious optimism regarding what this collaboration may mean for the broader crypto lending market. According to Paolo Ardoino, CEO of Tether, expanding global access to credit is essential, as highlighted in official partnership communications.
Crypto Lending Market Poised for Growth as Tether Expands Did you know? Despite the strategic partnership with Ledn, there remains no primary-source confirmation of Tether holding stakes in Adecoagro and Juventus, reflecting the speculative nature frequently seen in crypto space reporting.
Insights derived from the Coincu research team suggest that Tether’s recent actions may elevate competition in the crypto lending sector.
Bitcoin(BTC), daily chart, screenshot on CoinMarketCap at 22:41 UTC on January 10, 2026. Source: CoinMarketCap Experts predict Tether’s deeper integration into traditional and crypto finance worlds may influence regulatory scrutiny and encourage innovative financial solutions.
DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.
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2026-01-11 01:032mo ago
2026-01-10 17:452mo ago
Coinicol.com: Litecoin Slumps but Struggles to Hold Above $80
Litecoin (LTC) has surged above the moving average lines, reaching a high of $84.77.
However, buyers were unable to maintain bullish momentum above the $85 level.
Litecoin price long-term prediction: bullish Today, the cryptocurrency price has fallen below the moving average lines. Litecoin is trading in a narrow range, above the 50-day SMA support and below the resistance at $85. If the 50-day SMA support holds, the price is likely to rise and retest the $85 barrier. Litecoin could return to its previous high of $103 if the current barrier is broken. If the 50-day SMA support is breached, the LTC price will fall between the moving average lines. Furthermore, bearish momentum may continue towards the previous low of $72.
Litecoin price indicators analysis The LTC price is above the downward-sloping moving average lines. The positive momentum has eased, with the price finding support above the 50-day SMA. If the price falls below the 50-day SMA support, the altcoin will return to its previous range above $72.
On the 4-hour chart, the price bars have fallen below the upward-sloping moving average lines, indicating that the cryptocurrency may continue to decline.
What is the next move for Litecoin? The price of Litecoin has fallen below the moving average lines on the 4-hour chart. The cryptocurrency price has been bouncing since January 8, with each retest of the current support at $80. LTC's price is trading above the $80 support but below the moving average lines. The extended candlestick tails imply heavy buying above the $80 barrier.
Disclaimer. This analysis and forecast are the personal opinions of the author. The data provided is collected by the author and is not sponsored by any company or token developer. This is not a recommendation to buy or sell cryptocurrency and should not be viewed as an endorsement by Coinidol.com. Readers should do their research before investing in funds.
2026-01-11 01:032mo ago
2026-01-10 18:002mo ago
Analyst Outlines The Bull Case For XRP And Why Price Will Hit All-Time High Soon
XRP is now back to trading just above the $2 level after an early January rally briefly carried its price action into the $2.40 range. The pullback has so far been controlled, with price holding above former resistance that has now turned into short-term support.
A technical analysis shared on X by crypto analyst Bird proposed that conditions are now right for a familiar macro setup that has preceded XRP’s largest historical rallies. The focus of this outlook is on XRP’s reaction with the US dollar index and what its next move could mean for the cryptocurrency.
How DXY Weakness Has Always Unlocked XRP Rallies Bird’s analysis is based on the US Dollar Index, or DXY, and its inverse relationship with XRP during important phases. The chart accompanying his post pointed to three previous periods, around 2017, 2021, and 2024, where sustained weakness in the dollar coincided with aggressive upside moves in XRP.
In each of those cycles, red candles on the DXY chart led to a loss of dollar strength, while XRP responded with strong upward expansion shortly after. This recurring pattern means that XRP’s largest moves tend to follow macro shifts, not just even events related to XRP. When dollar dominance fades, capital always rotates into crypto assets, and XRP has been one of the primary beneficiaries of that transition.
Interestingly, the current setup shows that DXY has returned to a similar structural zone seen before past rollovers. As shown in the chart below, the DXY is now trending downwards.
US Dollar Index, XRPUSD. Source: @Bird_XRPL On X
XRP To New All-Time Highs? The first highlighted phase captures the late-2017 to early-2018 cycle, when a weakening dollar backdrop lined up with XRP’s rally run into the cycle peak in the mid-$3 range.
A similar relationship appeared around the 2020-2021 window, where dollar softness was followed by XRP surging to $1.90 at its cycle top. The latest was in H1 2025, which culminated in XRP reaching its current all-time high of $3.65 in July.
XRPUSD currently trading at $2.09. Chart: TradingView The important context is why the current moment is a decision point. At the time of writing, the DXY is sitting around 99, and from here it can either turn lower and start printing red candles again or catch a bid and print green.
If DXY starts printing red candles again and rolls over, the pattern Bird is pointing to suggests the macro backdrop becomes supportive for another strong XRP leg higher, which is why a new all-time high above $3.65 could come into view within the next few months.
If DXY prints green and strengthens, that would be the opposite signal: it can tighten liquidity conditions and keep XRP’s price action capped in consolidation around $2 before any breakout attempt. Either way, the dollar’s next move will signal what comes next.
Featured image from Unsplash, chart from TradingView
2026-01-11 01:032mo ago
2026-01-10 18:162mo ago
Polygon Trader Shorts POL Live On-Air, Sees $1 by 2030
A Polygon trader went full send on-air, openly shorting POL while dropping a massive call: $1 by 2030.
Market Sentiment:
Bullish Bearish Neutral
Published: January 10, 2026 │ 10:16 PM GMT
Created by Kornelija Poderskytė from DailyCoin
In a recent YouTube breakdown, crypto analyst and trader “On-Chain Academy” turned a routine Polygon (POL) update into a live trading experiment, opening a 10x leveraged short on Bitfinex while walking viewers through his long-term thesis on the token.
This move underscored a split view: short‑term technical exhaustion versus a still‑bullish multi‑year outlook that places POL as a possible $1 asset by 2030.
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The creator, who says he first bought Polygon back in its “Matic days on a beach in Southeast Asia”, framed POL as a “dinosaur crypto” that has under-performed recent cycles but still sits on strong infrastructure and exchange support, including Binance and Coinbase listings.
POL’s Tokenomic Shift: Killing Inflation & Adding BuybacksThe most concrete development in the video was a referenced proposal from October 2025 to overhaul POL’s tokenomics.
According to the host’s summary, the proposal would remove the current 2% annual inflation and introduce a transparent token burn or buyback mechanism. He argued that, if implemented from 2026 onward, “this could help potentially boost the price through scarcity,” by reducing effective circulating supply and adding structural buy pressure.
Today, we release our vision for the next evolution of Polygon.
It’s a simple idea with massive implications:
money should move as freely as information does on the internet
We'll do this through one vertically integrated stack of onchain solutions.
This is the Polygon Open… pic.twitter.com/snLn2Q0Nnj
— Sandeep | CEO, Polygon Foundation (※,※) (@sandeepnailwal) January 8, 2026 Polygon’s current circulating supply was cited at around 10.56 billion tokens. The trader said his longer‑term projections still assume some level of inflation (he floated “roughly about eight percent” in his own modeling), but he framed the proposal as a net positive for long‑term holders.
Polygon’s Key Price Levels, Technicals & a Live 10x ShortAt the time of recording, POL was trading near $0.17 after “two great weekly candles” with what he described as a heavy support zone around $0.09. Key resistance levels were flagged at $0.22 and $0.29.
On the daily chart, the RSI was “overbought” and the host walked through four prior instances where similar RSI readings preceded corrections of roughly 18%, 25% and up to 40%.
Extrapolating that history, he suggested a plausible 20% pullback that would land POL around the 0.618 Fibonacci level near $0.1192 — a zone he framed as a potential area for dollar‑cost averaging or short setups.
To illustrate, he opened a $500 notional short at 10x leverage on Bitfinex futures, describing the move as “feeling a bit degen” and explicitly warning viewers not to copy the trade. No stop‑loss was set on camera; he said he would add one later.
Macro View: Sideways Before The Next LegThe trader placed the current action inside a broader downtrend that he dates from January 2025, calling it a “corrective phase” in a bearish market.
He also highlighted a fear-and-greed index reading of 27 as evidence of persistent risk aversion.
Despite that, his five‑year outlook on Polygon remained constructive.
Assuming a functioning bull cycle late in the decade and some tightening of tokenomics, he sees a path for Polygon (POL) “absolutely” to revisit the $1 area by 2030, though he stressed this is dependent on macro market conditions and how the inflation/buyback debate is resolved.
He also warned investors to “get used to things being boring for now” suggesting sideways trading could persist before any meaningful break-out.
For crypto investors, the video’s main signal is less the theatrics of a live short and more the combination of: a maturing, low‑inflation tokenomics plan; historically deep drawdowns (70–80% from peak) that are in line with past altcoin cycles; and realistic expectations of a long consolidation before any renewed trend.
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People Also Ask:Is Polygon (POL) still fundamentally strong?
The show host points to major exchange listings and ongoing infrastructure development as reasons to consider the fundamentals intact.
What key price levels did he highlight?
Support around the demand levels of $0.09, resistance near $0.16 and $0.29, and a potential retrace target at roughly $0.119 (0.618 Fibonacci).
How bullish was his long-term target?
He floated a likely move back to $1 by 2030, conditional on broader market cycles & successful implementation of deflationary tokenomics.
Did he recommend copying his short trade?
No. He repeatedly stated it was not financial advice and cautioned viewers against mirroring his 10x leveraged short.
DailyCoin's Vibe Check: Which way are you leaning towards after reading this article?
Market Sentiment
100% Bullish
This article is for information purposes only and should not be considered trading or investment advice. Nothing herein shall be construed as financial, legal, or tax advice. Trading forex, cryptocurrencies, and CFDs pose a considerable risk of loss.
2026-01-11 01:032mo ago
2026-01-10 18:312mo ago
Solana Urges Validators to Install v3.0.14 Update as Analysts Eye $187 Before February
Onyxcoin Price Prediction: 290 Million Whale Buying Gives Critical Hint Onyxcoin price consolidates after a sharp rally to $0.0130 as flag consolidation takes shape. Whales added 290 million XCN during the pullback, changing short-term supply dynamics.A move above $0.0095 or below $0.0083 likely decides the next major trend.Onyxcoin price remains one of the strongest movers this month, but recent action tells a more nuanced story. XCN is still up nearly 97% over the past seven days, yet that headline gain hides a sharp shakeout. Since January 6, the token has corrected by roughly 36%, after briefly touching $0.0130.
That pullback has not broken the structure. Instead, the XCN price is now consolidating within a bullish flag after rebounding over 4% day-on-day, while large holders step in and selling pressure fades. The key question is whether XCN will be able to initiate the explosive breakout it has been seeking for a while now.
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Bullish Flag Holds as Key Signs EmergeOn the daily chart, Onyxcoin is consolidating inside a classic bull flag pattern. A bull flag forms after a strong vertical move, followed by a downward-sloping range that allows price to cool without breaking the broader trend. XCN is currently trading close to the upper boundary of this flag, suggesting pressure is building.
A breakout above the key resistance at $0.0095 could kickstart the 218% breakout path, the pole’s measured move.
XCN Breakout Structure: TradingViewWant more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.
Moving averages add context. An Exponential Moving Average, or EMA, gives more weight to recent prices and helps track short-term trend shifts. Onyxcoin’s 20-day EMA is now rising toward the 100-day EMA, signaling a potential bullish crossover if momentum holds.
EMA Support: TradingViewSponsored
The 200-day EMA is especially important here. During the previous rally that began at the end of December, XCN accelerated once the price reclaimed this long-term trend line. Price is again hovering near that same level. A clean move above the 200-day EMA would strengthen the flag breakout case and confirm that buyers remain in control.
So far, the price has not broken the bullish pattern despite the 36% dip that started on January 6. This appears to be a consolidation, not a rejection.
Whale Accumulation Grows as Selling Pressure FadesOn-chain data supports the bullish setup.
Following the XCN price correction on January 6, whales began accumulating. Wallets holding large Onyxcoin balances increased their combined holdings from roughly 42.26 billion XCN to about 42.55 billion XCN. That is an addition of nearly 290 million XCN tokens during consolidation.
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Onyxcoin Whales Buying The Dip: SantimentAt current prices, that accumulation represents roughly $2.6 million in buying pressure. More importantly, it started right as price pulled back, suggesting whales were buying the dip rather than exiting strength.
Exchange data supports this view. Exchange inflows, which track the number of tokens sent to exchanges and often signal selling intent, peaked on January 6. That spike aligned with the price drop. Since then, exchange inflows have collapsed from around 1.53 billion XCN to roughly 51 million XCN, a near 97% dip.
XCN Inflows Slow Down: SantimentThis sharp decline signals that selling pressure has dried up. Fewer coins are moving to exchanges, and more supply is staying off-market. Combined with whale accumulation, this creates a supply-tight environment that favors continuation rather than breakdown.
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Key Onyxcoin Price Levels That Decide the BreakoutThe first Onyxcoin price level to watch is $0.0090, which aligns closely with the 200-day EMA. Holding above this level keeps the bullish structure intact and increases breakout odds.
The real trigger zone sits near $0.0095. A daily close above this level would confirm a breakout from the upper flag trend line. If that happens, the price could retest $0.0130, the recent local high and first major resistance.
On the downside, $0.0083 is the key support. Losing this level would weaken the flag structure and suggest that consolidation is failing. Below that, $0.0069 becomes critical. A sustained move under this zone would invalidate the bullish setup entirely.
Onyxcoin Price Analysis: TradingViewFor now, the Onyxcoin remains in balance. The XCN price is consolidating, whales are accumulating, and selling pressure has cooled sharply. Whether this turns into an explosive breakout depends on how the Onyxcoin price reacts around the flag resistance and long-term moving averages.
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.
2026-01-11 01:032mo ago
2026-01-10 19:002mo ago
Ethereum Reports Growth in DeFi and Stablecoin Activity for 2025
Ethereum experienced substantial growth in decentralized finance (DeFi) and stablecoin sectors throughout 2025. Data from DefiLlama indicated that Ethereum’s total value locked (TVL) in DeFi exceeded $99 billion, outpacing the next largest Layer 1 ecosystem by more than ninefold. The network also facilitated the settlement of $18.8 trillion in stablecoin transactions, coinciding with a significant decline in transaction costs.
Lower transaction fees were a pivotal factor contributing to this growth. Fees on Ethereum’s main Layer 1 dropped to their lowest in five years, while Layer 2 networks recorded transaction costs below $0.01. This reduction in expenses benefited users involved in payments, remittances, and savings activities. Additionally, enhanced paymaster infrastructure allowed applications to absorb transaction fees, eliminating the necessity for users to hold ETH for gas fees.
Crypto platforms expanded their engagement with Ethereum during the year. Robinhood, Gemini, and Kraken introduced tokenized stocks on Ethereum’s Layer 1 and Layer 2 networks, extending access to U.S. equities beyond traditional market hours. Robinhood further announced intentions to develop its own Layer 2 network utilizing Arbitrum’s Orbit technology.
Regulatory clarity also played a role in fostering the growth of crypto-focused neobanks. These institutions launched payment cards and rewards programs, reporting substantial daily spending volumes.
Beyond DeFi and stablecoins, Ethereum’s ecosystem witnessed expansion in institutional and technological domains. Institutional involvement increased, with over $35 billion of ETH held in exchange-traded funds and strategic reserves. More institutions adopted Ethereum smart contracts for on-chain capital management and DeFi yield strategies, amounting to over $12 billion in real-world asset distribution.
Significant advancements were made in Ethereum’s rollup-focused roadmap. Layer 2 networks achieved an average throughput of 5,600 transactions per second. The Fusaka upgrade, implemented in December, enhanced blob capacity and reduced Layer 2 costs. Furthermore, the Layer 1 gas limit rose to 60 million, expanding settlement capacity by approximately 33%.
Marking its 10th anniversary in July 2025, Ethereum celebrated the deployment of over 88 million smart contracts. Daily transactions reached a peak of 1.74 million, reflecting robust activity. Developer engagement remained high, with 32,000 active developers in the ecosystem and over 16,000 new members joining between January and September.
To understand the broader implications, it’s vital to consider the dynamics of the decentralized finance sector. DeFi allows financial services such as lending, borrowing, and trading to occur on blockchain platforms without traditional intermediaries. Ethereum, being a foundational technology for many DeFi applications, benefits from increased adoption and innovation. Stablecoins, which are cryptocurrencies pegged to traditional currencies like the U.S. dollar, enable smoother transactions and have become integral to DeFi operations.
The decrease in transaction costs has been a game-changer. Historically, high fees have deterred smaller transactions and limited the accessibility of Ethereum-based services. The reduction of costs on Layer 2 solutions makes Ethereum more attractive for everyday use, expanding its user base and application potential.
The introduction of tokenized stocks on Ethereum further illustrates the network’s versatility. By facilitating 24/7 trading of U.S. equities, these platforms are leveraging blockchain technology to offer services beyond the capabilities of traditional stock exchanges.
Institutional interest in Ethereum is driven by the potential for higher returns and diversified investment strategies within the crypto space. As financial institutions seek to meet client demand for digital assets, Ethereum’s infrastructure provides a reliable platform to explore these opportunities.
From a regulatory standpoint, clarity is crucial for the continued growth of crypto products. Clear regulations enable companies to innovate with confidence, knowing they are operating within legal boundaries. This environment encourages the development of more sophisticated financial products and services.
Despite these positive developments, several risks remain. The cryptocurrency market is known for its volatility, which can affect asset values and transaction stability. Additionally, operational risks such as technical failures or security breaches pose challenges. Regulatory changes or enforcement actions could also impact the landscape, influencing market conditions and investor sentiment.
In terms of next steps, stakeholders will closely monitor ongoing infrastructure upgrades and potential regulatory updates. The evolution of Ethereum’s technological roadmap and its ability to maintain security and efficiency will be critical to sustaining its growth. As interest in digital assets continues to rise, the balance between innovation and regulation will shape the future of Ethereum and the broader blockchain ecosystem.
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2026-01-11 01:032mo ago
2026-01-10 19:012mo ago
'XRP Is Oversold,' Analyst Reveals but Shares Potential Target
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XRP fell for four days at a stretch from a high of $2.41 on Jan. 6. XRP marked days of sharp declines this week, reaching as low as $2.06 on Jan. 8.
XRP's price drop, contributed to by profit taking after a strong run at 2026's start, is entering its fifth day, with analysts now suggesting oversold conditions.
According to crypto analyst Steph is Crypto, XRP is oversold. The analyst shared a three-week chart of XRP/USDT on Binance with the stochastic RSI below 25. An RSI reading of below 30 suggests oversold conditions.
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According to the chart shared, similar instances when XRP reached such RSI lows in 2023 and 2024 foreshadowed price surges of 256% and 857%, respectively.
In a separate tweet, the analyst predicts XRP reaching $5. "XRP will hit $5 before you know it," he wrote.
XRP flashes powerful signalIn another tweet, Steph is Crypto highlighted that XRP had just flashed a powerful signal on the weekly chart.
This is as the weekly RSI has broken back above its moving average. This is important because it usually only happens when momentum starts to shift decisively in favor of buyers. The analyst noted that since 2024, every previous RSI break above the moving average on the weekly time frame led to major gains and follow-through in price over the weeks after.
A similar repeat in price action will now be watched if this historical trend is validated.
XRP stays in rangeXRP continues to trade in a broad range between $1.77 and $2.41 since mid-November 2025. A five-day surge at 2026's start has caused XRP's price to surpass the daily MA 50 at $2, which capped its price action since October. It will be watched in the short term to see if XRP will convert this level into support to sustain bullish momentum.
The next crucial breakout for XRP lies at $2.56, which coincides with the daily MA 50. A break above here might open the pathway toward $3 and $3.5.
Meanwhile, institutional interest in XRP continues, as Evernorth recently announced its partnership with Doppler Finance to explore liquidity and treasury use cases.