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Bitcoin Bulls Eye Dollar Weakness As Yen Intervention Rumors Build

Bitcoin traders are closely monitoring potential US-Japan currency intervention, sparked by rumors that the New York Fed conducted "rate checks"—a step often preceding coordinated action. A viral social media thread suggested this could lead to the US selling dollars to buy yen, potentially weakening the dollar and boosting global liquidity—conditions historically favorable for risk assets like Bitcoin. However, analysts warn of near-term risks: a sudden yen appreciation could force unwinding of the massive yen carry trade, potentially causing a sharp, short-term crash in crypto (similar to a $15K Bitcoin drop in August 2024). The consensus is that while initial yen strength may be disruptive, sustained dollar weakness and improved liquidity over the medium term would ultimately benefit Bitcoin. At the time of writing, Bitcoin traded at $87,926.

bitcoinist01/26 20:32

Double Zero slides 12% as momentum fades – Is the worst over for 2Z?

Double Zero (2Z) has declined over 12% amid a broader market downturn and significant long liquidations exceeding $719,000. Technical indicators remain bearish, with the MACD showing a death cross and the RSI trending downward around 46, suggesting potential further losses. A key demand zone lies between $0.114 and $0.118, which could serve as support. A rebound from this level toward $0.15 would represent a 28% gain, but current spot buying of around $874,400 appears insufficient to drive a strong recovery. Despite the bearish signals, derivatives traders maintain a slight long bias, with a Long-to-Short Ratio of 1.043 and a positive funding rate, indicating lingering bullish sentiment.

ambcrypto01/26 20:02

US crypto market structure talks resume as Senate markup and SEC–CFTC event converge

US lawmakers and regulators will resume crypto market structure talks on Thursday, January 29, after weather-related delays. The Senate Agriculture Committee will hold a markup hearing at 10:30 a.m. ET to review and amend the Digital Commodities Intermediary Act, which aims to establish a CFTC-led framework for digital commodity markets. Later that day, at 2:00 p.m. ET, the SEC and CFTC will hold a harmonization event focused on inter-agency coordination. Proposed amendments could significantly expand the bill’s scope, including ethics rules barring senior officials from holding crypto, consumer protection measures, national security restrictions targeting foreign adversaries, and provisions affecting payment networks. The markup will determine whether the bill remains focused on market structure or broadens into other policy areas.

ambcrypto01/26 19:23

2 key reasons why XRP’s January advance was wiped in a single session

XRP's January rally was abruptly reversed on January 26th, erasing all its monthly gains and pushing the price down to $1.88. Key momentum indicators like RSI and MACD remained weak, signaling a lack of strong bullish conviction. Despite the price drop, institutional inflows persisted, with a notable $3.43 million inflow from Bitwise and over $1.36 billion in total ETF inflows by January 23rd. Whales were also actively accumulating XRP near the $1.88 level. However, this buying pressure wasn't enough to prevent the decline. Ripple's CEO Brad Garlinghouse maintained a bullish long-term outlook, but the price action struggled to reflect this optimism. Technically, holding the $1.88 support is critical; a break below could lead to a further drop toward $1.73.

ambcrypto01/26 19:02

Bitcoin Large Holders Lead the Way As BTC Accumulation Picks Up, Is A Rebound Brewing?

Despite recent volatility pushing Bitcoin's price back to around $86,000, on-chain data reveals a significant shift in market sentiment. Large Bitcoin holders (wallets with over 1,000 BTC) are leading a strong accumulation trend, acquiring approximately 104,340 BTC in recent months. This represents a 1.5% increase, bringing their collective holdings to 7.17 million BTC—the highest level since September 2025. This sustained buying activity, alongside a surge in large transactions exceeding $1 million, indicates deep-pocketed investors are building positions with confidence in Bitcoin's medium to long-term potential, often during periods of price uncertainty. Conversely, Bitcoin's Open Interest has continued to decline steadily since November, suggesting a lack of momentum for a new trend. While this deleveraging is bearish in the short term, it helps cleanse the market of excessive leverage. The divergence between whale accumulation and falling open interest presents a complex picture, where underlying bullish conviction meets near-term market weakness.

bitcoinist01/26 19:02

On-Chain Lending Bull Market Logic: The Inflection Point Has Arrived, How to Position?

On-chain Lending Bull Market Logic: Inflection Point Arrived, How to Position? The on-chain lending market is at a cyclical inflection point (Stage 4), characterized by low capital and low interest rates. Key drivers for the next growth phase include necessary product upgrades to attract institutional capital, unlocking new demand, and capital returning as rates stabilize above risk-free rates. The sector's valuation multiples are compressing towards Fintech levels (currently 21x-42x P/S vs. 8.4x for public Fintech lenders), presenting a potential entry opportunity for 2026. Critical developments include: - **Superior Collateral**: Modular protocols (e.g., Kamino, Aave, Morpho) enabling higher-risk lending and tokenization of traditional assets (e.g., securities lending, HELOCs). - **Protocol Improvements**: New loan types (term loans, whitelisted addresses, tri-party agreements) improving capital efficiency and compressing spreads. - **Yield Generation**: Tokenized yield products (e.g., 8-15% returns from credit funds) becoming crucial for yield funds as basis trade returns compress. The thesis suggests sustainable lending demand growth can occur even if crypto prices decline, with fundamental catalysts providing a stronger foundation for the next cycle.

比推01/26 18:16

Axelar [AXL]: 19% rally meets bearish market structure – Here’s what’s next!

Axelar (AXL) experienced a significant 19.8% rally and a 1,200% surge in daily trading volume on January 25th. However, the broader bearish market structure, influenced by Bitcoin's drop below $88k, impacted AXL’s short-term momentum. Despite the rally to $0.083, the token failed to break above a key supply zone, though indicators like OBV and RSI showed some strength. The overall higher timeframe trend remains bearish, with unbroken structure and no moving average crossover. A drop below the $0.072 Fibonacci level could signal further downside. Traders are advised to wait for consolidation between $0.065–$0.072 before considering long positions, with a break below $0.065 indicating bearish continuation.

ambcrypto01/26 18:02

Major Reasons Why The XRP Price Could Recover And Surge Again

Crypto analyst Darkfost suggests the XRP price may be poised for a bullish reversal despite current bearish sentiment. Key reasons include negative funding rates on exchanges like Binance, indicating a high level of short positions. Historically, such market consensus often precedes a price reversal as short squeezes can fuel upward momentum. This pattern occurred twice in 2024, leading to rebounds. Additionally, on-chain data from Santiment shows XRP has entered "Extreme Fear" territory among retail traders, which has historically been a rally starter. At the time of writing, XRP is trading around $1.88, down 19% from its recent high.

bitcoinist01/26 17:32

US Bitcoin miners cut output during Winter Storm Fern as network hashrate dips

US Bitcoin mining companies, including CleanSpark, Riot Platforms, Marathon Digital, and Iris Energy, significantly reduced their daily bitcoin production during Winter Storm Fern. The extreme weather strained regional power grids, prompting miners enrolled in demand-response programs to temporarily scale back operations to prioritize residential and critical infrastructure electricity needs. On-chain data confirmed synchronized output declines, with hashrate dropping from over 1 trillion to around 760 billion. The Bitcoin network’s difficulty adjustment mechanism absorbed the temporary reduction in mining activity without affecting security or block production. The curtailments highlight the industry’s role in supporting grid stability during periods of stress.

ambcrypto01/26 16:45

BTC Market Pulse: Week 5

insights.glassnode01/26 16:05