Bitcoin could start catching up to gold as soon as February, as traders anticipate BTC to recover from its record lows versus gold this year. Bitcoin (BTC) fell to a record low versus gold (XAU) in January, making it a better buying opportunity than what preceded the 2015–2017 bull market, analysts say. Key takeaways: BTC vs gold hit a record low, a level that has lined up with past major bottoms. Read more
Activity on Solana has spiked as new AI tech makes it easier than ever to launch memecoins. Meanwhile, Ethereum is plugging away at future-proofing and bringing down fees. Activity on major altcoin networks, namely Solana and Ethereum, saw major milestones in January. Daily active addresses on Solana consistently topped 5 million in the second half of the month. Ethereum overtook major layer 2s in December in terms of daily active addresses after major upgrades to the network. In January, the network marked a 25% increase in daily active addresses amid efforts from developers to “future proof” Ethereum. Seven Bitcoin (BTC) miners in the US are in a critical storm zone and may need to temporarily scale back their mining activities as a winter storm rocked power grids and left thousands without electricity. Read more
ETF analyst Eric Balchunas said many people seem to be forgetting that Bitcoin “spanked everything so bad” in 2023 and 2024, while other asset classes “still haven’t caught up.” Investors pulled around $1.82 billion from US-based spot Bitcoin and Ether exchange-traded funds (ETFs) over the past five trading days, as market sentiment continued to weaken after the precious metals rally. Between Monday and Friday, US-based spot Bitcoin (BTC) ETFs lost $1.49 billion, while spot Ether (ETH) ETFs saw $327.10 million in net outflows, according to Farside. The outflows come as the spot price of both cryptocurrencies continued to decline, despite recent signs of a recovery. Over the past seven days, Bitcoin and Ether have fallen 6.55% and 8.99% respectively, trading at $83,400 and $2,685, according to CoinMarketCap. Bitcoin rose 7% over the two days leading to Jan. 15 amid speculation about the US CLARITY Act, but the rally was short-lived. Read more
Bitcoin options flashed extreme fear signals as the spot BTC ETF outflows rose, and the odds for a drop below $80,000 increased. Will dip buyers step in to save the day? Key takeaways: Bitcoin options show the highest level of fear in a year, as traders brace for the possibility of a deeper selloff. Bitcoin markets might be more stable due to high-risk leveraged positions being liquidated. Read more
As the dollar weakens, investors are turning to gold — onchain and off — while Bitcoin increasingly plays a supporting role in hedging currency risk. Bitcoin (BTC) has long been promoted by its most ardent supporters as a hedge against monetary debasement, but as the US dollar slides to multi-year lows, the market’s clearest flight to safety is emerging elsewhere: in gold. Over the past year, investors have rediscovered the precious metal through both traditional channels and blockchain rails. Tokenized gold products like XAUt are gaining traction alongside spot prices, offering digital-native exposure to a centuries-old safe haven as inflation concerns and currency stress intensify. Bitcoin is still very much in the picture, though increasingly as a secondary beneficiary. Actively managed exchange-traded funds (ETFs) are pairing BTC with gold as complementary defenses against fiat erosion, positioning Bitcoin less as a proven hedge and more as a higher-volatility companion to hard assets. Read more
Bitcoin short positions continued to pile up as BTC price dropped near $81,000, potentially providing the liquidation fuel for a revenge rally back above $90,000. Bitcoin’s (BTC) price has dropped 14.5% in the past 16 days, pushing the Crypto Fear & Greed Index to 16 (Extreme Fear), which is its lowest rating year-to-date. While selling has dominated markets over the past two weeks, Bitcoin derivatives data suggest the current trader positioning may lead to a recovery. Analysts are now weighing whether the latest sell-off has created conditions for a relief rally. Key takeaways: Read more
A wave of leveraged liquidations erased hundreds of billions in value, reshuffling Bitcoin’s standing among the world’s largest investable assets. Bitcoin’s sharp reversal this week has pushed it outside the world’s 10 largest assets by market capitalization, underscoring how difficult price action has been in recent months as markets continue to digest the cryptocurrency industry’s largest forced liquidation on record. Hovering around $83,000 per coin, Bitcoin’s (BTC) market capitalization has slipped to about $1.65 trillion, ranking it 11th globally. That places it just behind Saudi Aramco, the state-run oil giant, and below Taiwan Semiconductor Manufacturing Co. (TSMC), according to market data trackers. By contrast, gold has surged to the top spot by a wide margin following a record-breaking rally, cementing its position as the world’s largest asset. The gains have been accompanied by explosive growth in gold futures activity, a trend highlighted in recent data by cryptocurrency exchange MEXC. Read more
Bitcoin's MVRV Z-score printed record lows on a rolling two-year basis, making BTC price more "undervalued" than at the pit of past bear markets. Bitcoin (BTC) may be “close to the end” of its correction as a classic BTC price metric beats records. Key points: Bitcoin’s MVRV Z-score is at record lows on two-year rolling time frames. Read more
US spot Bitcoin ETF flows turned negative for January after a series of outflows this week totaling nearly $1 billion, data from SoSoValue shows. Cryptocurrency investment products faced heavy outflows on Thursday as the total crypto market capitalization fell about 6%. Bitcoin (BTC) and Ether (ETH) funds recorded nearly $1 billion in outflows, among the largest of the year so far, according to SoSoValue. Spot Bitcoin exchange-traded funds (ETFs) led the sell-off, shedding $817.9 million, exceeding last Wednesday’s $708.7 million outflows and marking the largest daily outflow since November 2025. Read more
BTC could drop to as low as $50,000 in the worst-case scenario after BTC price failed to hold the important $84,000 support level. Bitcoin (BTC) has finally slid below a key support level at $84,000, which has held the price since mid-November 2025. Where will BTC price action head next? Key takeaways: Bitcoin dropped to a two-month low of $81,000 on Thursday, fueled by $1.6 billion in long liquidations Read more
The shift will take Binance’s insurance-style fund out of US dollar-pegged assets and into Bitcoin within 30 days, raising questions about user protection. Binance is shifting its flagship user protection vehicle, the Secure Asset Fund for Users (SAFU), from stablecoin holdings into Bitcoin over the next 30 days, re‑denominating the fund’s reserves into BTC. In an open letter to the crypto community, the exchange framed the move as an expression of its conviction that Bitcoin (BTC) is the core long‑term asset of the crypto ecosystem rather than just another trading product, and said it will rebalance the fund back up to $1 billion if market volatility drives its value below $800 million. That decision effectively makes the fund more exposed to Bitcoin price swings, raising questions about whether a sharp BTC drawdown could weaken the buffer precisely when a major security or insolvency event might require rapid payouts. Read more