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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing significant selling pressure, trending as investors react to a hawkish Fed chair pick that is strengthening the dollar and leading to rotation out of riskier assets. This, coupled with notable ETF outflows, has ignited a fierce community debate about whether the market has found a bottom or is facing further declines.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending amidst a broad crypto market decline, triggered by President Trump's hawkish Federal Reserve Chair nomination strengthening the dollar, which, combined with widespread liquidations over a low-liquidity weekend, has led to significant price drops. The community is intensely discussing perceived market manipulation and debating whether current levels present a prime "buy the dip" opportunity, with many users critically referencing past bullish price predictions from prominent figures.

AstraZeneca Plc is a holding company, which engages in the research, development, manufacture, and commercialization of prescription medicines. The company’s history roots back to the year 1913 when Astra business was formed. AstraZeneca was founded in 1999 through the merger of Astra AB and Zeneca Group PLC. The company is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc - ADR

AstraZeneca PLC

AstraZeneca is trending strongly after delivering a series of positive clinical trial results for its oncology, hypertension, and gastric cancer therapies, concurrently announcing multi-billion dollar investments in China for R&D and obesity drug development with CSPC Pharmaceuticals, and preparing for an NYSE listing to broaden its global investor base. The community is actively discussing the company's robust pipeline and strategic moves positioning it for significant future growth.

VenHub Global, Inc. engages in the management of fully autonomous and robotic-operated convenience stores. It is involved in utilizing technologies such as artificial intelligence (AI) and smart inventory management systems for shopping experience of customers. The company was founded by Shahan Ohanessian and Shoushana Ohanessian on January 31, 2023 and is headquartered in Pasadena, CA.

Venhub Global Inc.

Venhub Global Inc. (VHUB) is trending following its direct listing on NASDAQ, which saw significant after-hours trading volume and a notable price surge, leading to community speculation about its potential as a multi-day runner.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BNKR CRYPTO is trending with high volatility and divided community sentiment as it navigates broader crypto market pullbacks. Its association with the "AI Agent tokens on Base" narrative, ongoing ecosystem developments, and strong holder growth are fueling bullish discussions, while others caution about its "pump and dump" nature.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic (LUNC) is seeing renewed attention driven by Binance's ongoing burn initiatives, recent public reposts from CZ, and Kraken's reversal of its delisting decision. The community is highly engaged, closely monitoring Do Kwon's sentencing for its potential impact and discussing the project's long-term revival through continued token burns and new ecosystem developments.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is sharply down, driving a community divide between those aggressively buying the dip for long-term gains and others predicting further steep declines amid wider crypto market liquidations. Contributing factors include speculation around new Fed leadership and recent discussions regarding a lawsuit impacting its ecosystem, though some highlight continued Solana ETF inflows.

Fefe is a memecoin inspired by Matt Furie's book "Mindviscosity," published in 2020.  Follow FEFE, the alter ego of PEPE in the book “Mindviscosity” by Matt Furie.  Fefe is a main character in the book, who is a laid back and carefree frog living in a whimsical world. Fefe's relaxed and adventurous spirit captures the heart of this imaginative universe.  Launched stealth with no presale, zero taxes, LP burnt and contract renounced - TAX: 0/0 This narrative has its roots in a fascinating story.  Join us and become part of the $FEFE community today!

Fefe

FEFE is gaining attention as a community-owned Ethereum memecoin, with supporters emphasizing its unique narrative as the "representation of PEPE" by Matt Furie and its notable resilience in maintaining value and building momentum despite broader market volatility.

Themes ETF Trust - Leverage Shares 2X Long BBAI Daily ETF

Leverage Shares 2X Long BBAI Daily ETF

$BAIG is trending as a 2x leveraged ETF closely tied to $BBAI, with the community actively discussing its potential for amplified gains and leveraging it for aggressive swing trades or long-term positions amid general bullish sentiment.

VanEck ETF Trust - VanEck Oil Services ETF

VanEck Oil Services ETF

OIH is trending as escalating geopolitical tensions surrounding Iran and Venezuela are fueling fears of oil supply disruptions, potentially driving crude prices higher. The community is actively discussing that oil services companies are undervalued and poised for a significant rebound, attracting attention for potential sector rotation.

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<ul class="summary-bullets"><li>Binance recorded more than $7 billion in net outflows across stablecoins and major assets over the past 7 days.</li><li>USDT and USDC withdrawals coincided with large outflows from Bitcoin and Ethereum.</li><li>Analysts said shrinking on-exchange liquidity could increase short-term volatility.</li></ul>Binance saw heavy capital outflows over the past seven days, with billions of dollars in stablecoins and major cryptocurrencies withdrawn from the exchange, according to on-chain data shared Monday.On&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoOnchain/status/2016062239191486926">X</a>, quant trader CryptoOnchain shared South Korean blockchain analytics firm CryptoQuant data that showed simultaneous withdrawals of both “cash” and crypto assets from Binance, pointing to a broad reduction in on-exchange liquidity.According to the data, ERC-20 USDT outflows reached approximately $2.26 billion, while USDC withdrawals totaled around $1.24 billion over the period. Bitcoin (BTC) recorded roughly $2.14 billion in net withdrawals, while Ethereum (ETH) saw about $1.35 billion in net withdrawals.<a href="https://stocktwits.com/coins/binancecoin">Binance (BNB)</a> traded at $878.82, down 0.92% on Monday. On Stocktwits, retail sentiment around BNB remained in the ‘bearish’ territory, as chatter levels around it dropped from ‘high’ to ‘low’ over the past day.<h2 class="st-heading-2">Liquidity Conditions Tighten</h2>CryptoOnchain said the concurrent exit of stablecoins and major cryptocurrencies suggests capital is leaving Binance rather than rotating between assets internally. The account noted that while reduced balances on exchanges can ease immediate sell pressure, they can also limit available buying power.CryptoOnchain further said that such liquidity tightening has historically been associated with higher price volatility, as fewer assets are available to absorb large trades. Price discovery may increasingly depend on external flows rather than Binance’s internal order books if the trend continues.CryptoOnchain made&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoOnchain/status/2015696005132378314">another post</a>, which showed CryptoQuant data demonstrating Ethereum’s Coinbase Premium falling to -0.08, its lowest level since early 2023.A negative Coinbase premium indicates ETH is trading cheaper on Coinbase than on offshore exchanges. CryptoOnchain said the decline suggests U.S. buyers have stepped back, even as trading activity on Binance remains more active.Binance has not publicly commented on the recent outflows. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/us-senate-crypto-market-structure-bill-swipe-fees/cmyaDISR4LJ">Crypto Bill Momentum Builds After Swipe-Fee Proposal Is Shelved</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representation of cryptocurrencies and Binance Coin logo displayed on a phone screen are seen in this illustration photo taken in Krakow, Poland on December 15, 2022. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

$7 Billion Exits Binance In A Week, Raising Near-Term Volatility Risks 

Binance saw billions in outflows of stablecoins, Bitcoin, and Ethereum over the past week, tightening on-exchange liquidity and raising concerns about higher short-term volatility, analysts said.

Cryptocurrency

<ul class="summary-bullets"><li>Senator Roger Marshall dropped a swipe-fee amendment during a Senate Agriculture crypto markup, Politico reported.</li><li>The White House intervened amid concerns the provision could slow progress on crypto legislation.</li><li>Lawmakers continue reconciling competing House and Senate versions of the Clarity Act.</li></ul>As Congress moves to advance major cryptocurrency legislation, Senator Roger Marshall chose to set aside a proposal on credit card swipe fees, removing a potential complication for the bill’s progress.Senator Roger Marshall decided not to advance an amendment targeting credit card transaction fees during a Senate Agriculture Committee markup of crypto market structure legislation on Thursday, according to multiple people with direct knowledge of the discussions, as reported by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/live-updates/2026/01/26/congress/marshall-credit-card-amendment-crypto-markup-00746918">Politico</a> on Monday.Marshall, a Kansas Republican, had filed the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/imo/media/doc/36eeb505-e36c-94de-6ff7-8bcd308b0ea2/S.__Marshall_1st_Degree_1.pdf">amendment</a> last week as part of the Senate Agriculture Committee’s crypto market structure bill. The proposal would have required payment networks to compete more directly on credit card swipe fees, an approach similar to the Credit Card Competition Act that Marshall has long supported alongside Sen. Dick Durbin (D-Ill.)White House officials became involved in the discussions as concerns grew that adding a swipe-fee provision could complicate efforts to advance&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crypto-bill-green-light-can-reprice-bmnr-eth-bet-analysts/cmyauTuR4Ld">the cryptocurrency bill,</a> according to Politico. The administration was focused on avoiding provisions that could delay or fracture support for the legislation as it moves through Congress.The new amendment would allow banks and crypto firms to be on equal footing, which previously was a point of contention between the two.&nbsp;<h2 class="st-heading-2">Clarity Act And Competing Drafts</h2>The move comes as lawmakers navigated through multiple versions of the CLARITY Act. Chair John Boozman&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/newsroom/rep/press/release/chairman-boozman-unveils-updated-market-structure-legislation-schedules-business-meeting">released</a> an updated text designed to expand the CFTC’s authority over “digital commodities,” with the committee scheduling a business meeting for Thursday.&nbsp;Separately, the House’s Digital Asset Market Clarity Act of 2025&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.congress.gov/bill/119th-congress/house-bill/3633/text">(H.R. 3633)</a> outlined a broader market structure framework and definitions for digital assets. The differences stemmed from jurisdictional differences between congressional committees. The Senate Banking Committee focused its version of the CLARITY Act on securities law, disclosure, and consumer protections under the SEC.&nbsp;On the other hand, the Senate Agriculture Committee has emphasized the CFTC’s role in overseeing digital commodities, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.banking.senate.gov/newsroom/majority/the-facts-the-clarity-act">a press release</a> from the United States Senate Committee on Banking, Housing, and Urban Affairs.<h2 class="st-heading-2">Stablecoin Yield Fight And Bank Pushback</h2>Debate over stablecoin yield has emerged as a parallel fault line in crypto legislation. In an interview with CNBC, Coinbase CEO Brian Armstrong&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/01/20/coinbase-ceo-brian-armstrong-on-crypto-regulation-banks-should-compete-on-a-level-playing-field.html">said</a> banks already operate under fractional-reserve lending, while some stablecoins are fully backed, arguing that restrictions on stablecoin yields create an uneven competitive landscape.Banks have opposed yield-bearing stablecoins, warning they could draw deposits away from traditional institutions. Investor and market commentator Mark Moss&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/@1MarkMoss">said</a> that deposit-funded lending relies on stable balances, which banks argue could be disrupted if stablecoins offer returns comparable to those of deposits.<h2 class="st-heading-2">Markup Re-scheduled To Thursday</h2>The Senate Agriculture Committee originally planned to hold a markup of its crypto market structure bill on Tuesday, according to a timeline&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/newsroom/rep/press/release/chairman-boozman-announces-timeline-for-crypto-market-structure-legislation">announced</a> by Chairman John Boozman.However, severe winter weather in Washington, D.C., forced lawmakers to postpone several votes, preventing the markup from proceeding as scheduled. The session has been rescheduled for Thursday, as reported by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/policy/2026/01/23/senate-agriculture-panel-delays-market-structure-hearing-to-thursday-after-winter-storm">CoinDesk</a>. Read also: <a href="https://stocktwits.com/news-articles/markets/equity/crypto-bill-green-light-can-reprice-bmnr-eth-bet-analysts/cmyauTuR4Ld">Washington’s Crypto Bill Could Be The Make-Or-Break Moment For BMNR Stock, Believe Analysts</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Crypto Bill Momentum Builds After Swipe-Fee Proposal Is Shelved

Senator Roger Marshall removed a swipe-fee amendment from a Senate crypto bill after the White House raised concerns that it could delay market structure legislation.

Senator Roger Marshall Drops Swipe-Fee Amendment To Clear Path For Crypto Bill

<ul class="summary-bullets"><li>Analysts believe the CLARITY Act might serve as a "de-risking" stimulus for Ethereum, with ramifications for ETH-heavy treasury corporations such as BitMine Immersion.</li><li>BMNR owns around 4.24 million in Ethereum, valued at $12.37 billion.</li><li>The company's market capitalization of $10.68 billion indicates a discount to its asset value, which may narrow if regulatory clarity improves sentiment.</li><li>Strategists stress that the thesis is outcome-dependent, with delays or ambiguity in legislation likely restricting near-term pricing.</li></ul>Market analysts believe that the future of BitMine Immersion Technologies (BMNR), a treasury firm that trades heavily in Ethereum (ETH), may increasingly depend on the outcome of Washington's long-awaited crypto market structure legislation. The proposed CLARITY Act is seen as a possible turning point for how institutional investors handle Ethereum exposure.The Digital Asset Market Structure Market Clarity Act’s goal is to clarify the rules between the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). It also aims to make the legal definitions of token classification clearer. Now, supporters say that the bill's passage could make it easier for big assets like Ethereum.&nbsp;<h2 class="st-heading-2">De-Risking Event For Ethereum Exposure</h2>Some market analysts have called the CLARITY Act a possible "de-risking event" for ETH-linked assets. They say that clearer federal recognition of Ethereum's status could make it easier for institutions that have been cautious so far to get involved.One crypto market strategist&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=gOGNf1Qb_Pg">said</a>, “Regulatory clarity is the missing permission structure for broader institutional participation. “If Ethereum’s status is effectively clarified, vehicles that already hold ETH on their balance sheet could see a rapid repricing.” BitMine Immersion, which has established itself as a publicly traded Ethereum treasury vehicle, has become increasingly central to that story.&nbsp;According to Coingecko, BitMine Immersion holds 4,243,338 ETH with only a small amount of Bitcoin. The total value of the company's digital asset treasury stands at $12.37 billion.In contrast, BMNR's equity market capitalization is currently close to $10.68 billion, suggesting the stock is trading below the value of its underlying assets. Its market-to-net-asset-value (mNAV) is estimated at around 0.86x.<h2 class="st-heading-2">A Bull Case For BMNR?</h2>Other market analysts, like MONEY GAME, have&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=cM_3GdPpfuA">cited this discount</a> as a key component of the bull case. If legislative certainty lessens the perceived legal risk around Ethereum, investors believe BMNR could see two potential positive trends. One, a greater valuation for Ethereum or a reversal of BMNR's discount to NAV, akin to how Bitcoin proxy stocks like&nbsp;<a href="https://stocktwits.com/symbol/MSTR">Strategy (MSTR)</a> have occasionally traded at a premium to their underlying assets.&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BitMine Immersion Technologies (BMNR)&nbsp;</a>closed at 27.80 on Monday, down 3.47%. In after-hours, the stock saw a 0.58% gain. On Stocktwits, retail sentiment around BMNR remained in ‘bearish’ territory, accompanied by ‘low’ chatter levels over the past day.Another important aspect of the theory is its structural component. Many institutional investors, including registered investment advisers, mutual funds, and pension-linked mandates, are still prohibited from directly holding crypto tokens, but they are authorized to purchase publicly traded shares.“That’s why proxy trades exist,” said a digital asset equity analyst. “If you can’t own ETH directly but want exposure, you buy the equity wrapper. BMNR effectively fills that role for Ethereum.”<h2 class="st-heading-2">Risks Remain For BMNR</h2>The thesis, however, has several risks. Analysts say that the market might be too sure that the CLARITY Act will definitely fix how Ethereum is regulated. A watered-down law, more delays, or more confusion might hurt the upside story for BMNR.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-gold-rally-distracts-bitcoin-ethereum-fundamentals/cmyaAbhR4LG">Ethereum Bull Tom Lee Hints Precious Metal’s Rally Is Stealing Crypto’s Thunder</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Washington’s Crypto Bill Could Be The Make-Or-Break Moment For BMNR Stock, Believe Analysts

BMNR's stock is vulnerable to the passage of the CLARITY Act, given its large Ethereum exposure, according to market analysts.

Equity

<ul class="summary-bullets"><li>Fundstrat’s Tom Lee said the “parabolic” move in gold and silver is drawing attention away from improving underlying fundamentals across crypto markets.</li><li>He pointed out that Bitcoin and Ethereum are the key assets where structural strength continues to build despite being overshadowed by the precious metals rally.&nbsp;</li><li>Tom Lee also cited the October 10 deleveraging event, which wiped out $19.16 billion from the market as the reason why price recovery has been slower.</li></ul>Tom Lee, the head of research at Fundstrat, believes that the rise in gold and silver prices is diverting attention and capital away from improving the fundamentals of the crypto market, especially Bitcoin (BTC) and Ethereum (ETH), but he remains bullish on the crypto assets.Lee wrote on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat/status/2015860892672655690?s=20">X</a> that the "parabolic" move in precious metals like gold and&nbsp;<a href="https://stocktwits.com/symbol/SLV">silver</a> has taken attention away from what he called "inherently improving structural signals" in crypto. He said that Ethereum and Bitcoin are two assets with fundamentals "up and to the right."&nbsp;<figure class="image image_resized"><a class="st-link-external" href="https://x.com/fundstrat/status/2015860892672655690?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_at_3_53_55_AM_png_a63b0f6ba9.webp" alt="Screenshot 2026-01-27 at 3.53.55 AM.png" width="910" height="1228"></a><figcaption>Tom Lee on gold, silver rally overshadowing crypto assets. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat">fundstrat</a>/x</figcaption></figure>According to Lee, the recent surge in gold and silver is taking money away from cryptocurrency due to mechanical allocation decisions driven by risk and leverage budgets, rather than investors rejecting digital assets. He also said that historically, price action tends to follow once attention and liquidity rotate back.Crypto markets are experiencing a more severe liquidity squeeze because they have already deleveraged. Because of this, prices are not keeping pace with improving fundamentals such as improved financial conditions, institutional adoption, and increased network activity.Lee, who has been bullish on Ethereum for a while, expanded on this view in a CNBC interview,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=lO_DrBCFyFE">saying</a> that the slow price response in crypto today is due to aftershocks from a major de-leveraging event on October 10, when $19.16 billion was flushed out of the crypto market. Lee says that the episode hurt many exchanges and market-making firms, leaving the industry with less leverage and less speculative firepower.“The industry is still limping from that shock,” Lee said, explaining that while fundamentals have improved, crypto no longer benefits from the same leverage-driven tailwinds that previously amplified rallies.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $88,276.50, up 0.47%, while&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2,927.56, up 0.91% over the last day. Both the assets have been in the negative alley over the past week. On Stocktwits, retail sentiment around Bitcoin improved from ‘extremely bearish’ to ‘bearish’ zone, but chatter dipped from ‘high’ to ‘normal’ over the past day.&nbsp;On Stocktwits, retail sentiment around Ethereum remained in ‘extremely bearish’ territory, as chatter around it remained in ‘low’ levels over the past day.<h2 class="st-heading-2">The Davos Signal Is Bullish For Crypto Assets</h2>Lee presented institutional momentum as unmistakably positive despite short-term price frustration. He cited talks at Davos 2026 as proof that traditional finance increasingly views capital markets and blockchain infrastructure as complementary ecosystems rather than antagonistic.He added, “I think even Davos really amplified that Wall Street is now starting to view traditional finance and tokenization and blockchains as one business that's converging.”&nbsp;He pointed out that senior leadership from international financial firms like UBS, Standard Chartered, and Euroclear now provides support, not just prominent individuals like&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackrock-larry-fink-ethereum-tokenization-bet-wall-street/cmyP4IOR4W7">BlackRock CEO Larry Fink</a>. According to Lee, tokenization and blockchain-based financial rails are strategically validated as components of the future market infrastructure. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-addresses-crypto-next-risk-quantum-computing/cmyaplKR4hy">What Happens To Crypto If Quantum Computers Break Encryption? Coinbase Is Taking Early Steps To Address Threats</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

Ethereum Bull Tom Lee Hints Precious Metal’s Rally Is Stealing Crypto’s Thunder

Liquidity is tightening amid widespread deleveraging, leaving less cash and leverage to support crypto prices, according to Fundstrat's Tom Lee.

‘Parabolic Surge In Gold And Silver Are Overshadowing’ Bitcoin And Ethereum, Says Tom Lee

<ul class="summary-bullets"><li>Coinbase CEO announced that the firm has formed an independent advisory board focused on quantum computing and blockchain security.</li><li>CEO Brian Armstrong explained that the move is aimed at preparing for future cryptographic risks.</li><li>The announcement follows similar concerns raised by Ethereum creator Vitalik Buterin.</li></ul>The tech industry anticipates a "Q-Day," a decade away, when the current encryption (RSA-2048) can be broken by quantum computers. As concerns mount that advances in quantum computing could eventually undermine current encryption standards, Coinbase is already setting up an advisory board to address a risk that many in the crypto industry believe is a few years away.&nbsp;Coinbase CEO Brian Armstrong said on Monday that the crypto exchange has established an independent advisory board to examine how advances in quantum computing could affect blockchain and cryptographic security.On&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong/status/2015876765491834880?s=20">X</a>, Armstrong pointed to security remaining Coinbase’s highest priority and that the company believes it is important to prepare for potential future threats, even if they are many years away. He said quantum computers “could have implications for blockchain/crypto” and that those implications should be considered early.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/brian_armstrong/status/2015876765491834880?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_at_2_56_43_AM_png_117ce089d1.webp" alt="Screenshot 2026-01-27 at 2.56.43 AM.png" width="904" height="912"></a><figcaption>Coinbase CEO announces an independent advisory board on quantum computing. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong">brian_armstrong</a>/x</figcaption></figure>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinbase.com/en-in/blog/coinbase-establishes-independent-advisory-board-on-quantum-computing-and-blockchain">blog post</a>, Coinbase said the advisory board will operate independently and will assess the intersection of quantum computing and blockchain technology. The company&nbsp;said&nbsp;the group includes researchers with expertise in quantum computing, cryptography, consensus mechanisms, and blockchain systems.While the company did not outline specific timelines or technical outcomes, it said the goal is to ensure the topic is being “properly considered” as computing technology evolves.<a href="https://stocktwits.com/symbol/COIN/sentiment">Coinbase (COIN</a>) was trading at $214.46, up by 0.46% in the after-market hours. On Stockwits, retail sentiment around COIN remained in ‘bullish’ territory, as chatter levels around it dropped from ‘high’ to ‘low’ over the past day.&nbsp;<h2 class="st-heading-2">Broader Industry Discussion On Quantum Risk</h2>Earlier this month, Ethereum (ETH) co-founder Vitalik Buterin&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/VitalikButerin/status/2010621884811845708">said</a> Ethereum should aim to become “cryptographically safe for 100 years” and called for the early deployment of quantum-resistant technology to protect the network over the long term. Buterin said delaying such preparations could increase long-term risk, even if quantum computing capabilities remain limited today.According to Coinbase, its advisory board is intended to contribute to this broader discussion by evaluating potential future considerations related to blockchain security and cryptography.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/bitcoins-bounce-lifts-crypto-proxies-but-mstr-dips-on-dilution-dragbitcoins-bounce-lifts-crypto-proxies-but-mstr-dips-on-dilution-drag/cmyanvbR4h"> Bitcoin’s Bounce Lifts Crypto Proxies — But MSTR Dips On Dilution Drag</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

What Happens To Crypto If Quantum Computers Break Encryption? Coinbase Is Taking Early Steps To Address Threats

Coinbase formed an independent advisory board to assess how quantum computing could impact blockchain security, citing the need for long-term cryptographic preparedness.

<ul class="summary-bullets"><li>Bitcoin stayed close to $88,700, helping boost crypto-linked stocks.&nbsp;</li><li>GameStop and FOLD posted gains. However, Strategy fell after announcing additional equity sales related to its Bitcoin accumulation strategy.</li><li>CleanSpark, ALT5 Sigma, Bakkt, and KULR were among the names that stayed in the red, showing that pressure on certain stocks persists even as crypto conditions are improving.</li></ul>The cryptocurrency market rebounded on Monday from a muted session the day prior, helped by Bitcoin's climb, even as equities linked to the sector were mixed. Strategy (MSTR), GameStop (GME), and Fold Holdings (FLD) were three of the most popular "crypto proxy" stocks today.<h2 class="st-heading-2">GameStop</h2>On Monday,&nbsp;<a href="https://stocktwits.com/symbol/GME">GameStop (GME)</a> closed up 4.44%&nbsp;and extended gains after-hours as “The Big Short”&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gme-shares-surge-after-michael-burry-goes-long-on-stock/cmy76l1R4hK">investor Michael Burry revealed</a> he was buying into the videogame retailer and backed CEO Ryan Cohen, who, along with another board member, bought more than 500,000 shares, according to an SEC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1326380/000092189526000131/xslF345X03/form412128005_01222026.xml?">filing</a>.&nbsp;Separately, Cohen has been in focus after GameStop outlined a performance-based stock option award for him. On Stocktwits, retail sentiment around GME remained in ‘extremely bullish’ territory, accompanied by ‘extremely high’ chatter levels over the past day.&nbsp;<h2 class="st-heading-2">Fold Holdings</h2><a href="https://stocktwits.com/symbol/FLD">Fold Holdings (FLD)</a> closed at $1.99, up 4.74%, and then traded for about $2.09 in after-hours, a gain of about 5%. As Bitcoin remained strong and the market mood improved, traders sought bigger gains in smaller crypto-related stocks, which pushed prices higher. On Stocktwits, retail sentiment around FLD dropped from ‘neutral’ to ‘bearish’ territory, as chatter levels around it remained at ‘high’ levels over the past day.&nbsp;<h2 class="st-heading-2">Strategy</h2><a href="https://stocktwits.com/symbol/MSTR">Strategy (MSTR)</a> ended the day down 1.55% at $160.58, but it went up slightly after hours to about $161.04. However, on Monday's trading session, MSTR fell after the announcement of more equity sales related to its Bitcoin accumulation strategy. This likely added to the market's ongoing push-pull, as investors want Bitcoin exposure but also&nbsp;consider the "flywheel" effect of capital markets and the risk of dilution.Moreover, the company sold about 1.57 million Class A shares between January 20 and January 25, generating a net profit of about $257 million. It also reported about $7 million in income from its STRC preferred stock. The company's strategy involved purchasing an additional 2,932 Bitcoin at an average price of $90,061. This transaction increased the firm's total Bitcoin holdings to 712,647 BTC. The company still had about $8.17 billion available under its at-the-market common stock program as of January 25. &nbsp;On Stocktwits, retail sentiment around MSTR remained in the ‘bearish’ territory, accompanied by a ‘low’ chatter level over the past day.<h2 class="st-heading-2">ALTS, CLSK, KULR BKKT In Negative Territory</h2>The common thread running through today's best-performing crypto-linked stocks was a slight gain in the underlying asset class, as the total crypto market capitalization increased by around 1.5% in the last 24 hours.Despite better conditions in the overall digital-asset market, numerous crypto-linked equities remained under pressure.&nbsp;<a href="https://stocktwits.com/symbol/CLSK">CleanSpark (CLSK),</a> ALT5 Sigma (ALTS), Bakkt Holdings (BKKT), and KULR Technology Group (KULR) all traded in negative territory.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/gemi-finds-its-footing-after-sec-drops-lawsuit/cmy7qqsR4hc">GEMI Finds Its Footing After SEC Drops Lawsuit, Ending Legal Cloud Over Gemini Earn</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin’s Bounce Lifts Crypto Proxies — But MSTR Dips On Dilution Drag

Crypto-linked stocks were mixed as Bitcoin held near $88,700, lifting GameStop and Fold, while Strategy slipped on dilution concerns and CLSK, BKKT, ALTS, and KULR remained under pressure.

<ul class="summary-bullets"><li>The SEC formally dismissed its Gemini Earn lawsuit on Friday.</li><li>Gemini-linked equity GEMI fell 3.48% on Friday and is down more than 7% over the past five sessions despite the legal win.</li><li>The dismissal follows full customer recoveries through Genesis’ bankruptcy and does not signal a pause in broader crypto enforcement.</li></ul>The U.S. The Securities and Exchange Commission formally dropped its lawsuit against Gemini Trust Company without penalty,&nbsp; removing a long-standing legal overhang tied to the Gemini Earn program.On Friday, the U.S. Securities and Exchange Commission (SEC) and Gemini Trust Company jointly filed a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/files/litigation/litreleases/2026/joint26465.pdf">stipulation</a> to dismiss the regulator’s civil enforcement action in the Southern District of New York, formally ending the case without penalties against Gemini.&nbsp;The&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/newsroom/press-releases/2023-7">lawsuit</a>,&nbsp; originally filed in January 2023, centered on allegations that Gemini Earn involved the unregistered offer and sale of securities through its partnership with Genesis Global Capital.Despite the legal resolution,&nbsp;<a href="https://stocktwits.com/symbol/GEMI">Gemini (GEMI)</a> closed at $9.72 on Friday, down 3.48%, and is down more than 7% over the past five trading days. GEMI was trading at $9.73 in pre-market trading on Monday. On Stocktwits, retail sentiment around Gemini remained in ‘bearish’ territory, as chatter around it remained in ‘normal’ levels over the past day.&nbsp;<h2 class="st-heading-2">SEC Case Formally Closed</h2>According to the joint filing, the SEC agreed to dismiss all claims against Gemini with&nbsp;prejudice, meaning the agency cannot refile the same allegations based on the conduct covered in the complaint. The dismissal followed the return of 100% of digital assets owed to Gemini Earn customers through the Genesis bankruptcy process, as well as earlier settlements with New York state regulators.Genesis previously agreed to pay a $21 million civil penalty to resolve the SEC’s claims against it, while Gemini neither admitted nor denied wrongdoing in related state-level settlements. The filing also notes that Gemini contributed up to $40 million to help fund customer recoveries through the bankruptcy process.Despite the legal resolution, GEMI’s share price reaction has been muted, suggesting investors are still weighing broader regulatory risk, business recovery prospects, and sector-wide sentiment.The SEC noted in the filing that the dismissal does not reflect its position on other crypto-related cases, underscoring that enforcement activity across the sector remains active even as this chapter closes.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/us-dollar-index-make-or-break-level-bitcoin-retail-sentiment/cmy7YVUR4hb">Veteran Trader Warns US Dollar Index Is At A Make-Or-Break Level For Bitcoin</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

GEMI Finds Its Footing After SEC Drops Lawsuit, Ending Legal Cloud Over Gemini Earn 

Gemini's legal troubles with the SEC are officially over, with no penalties imposed, following settlements and customer recoveries.

<ul class="summary-bullets"><li>The U.S. Dollar Index fell 0.82% to its lowest level since September 2025, marking its weakest January performance since 2017.</li><li>Traders flagged the dollar at a long-term support zone that has historically aligned with major turning points in the Bitcoin and crypto markets.</li><li>Bitcoin traded near $86,700 after briefly dipping to $85,500, as macro factors such as Fed rate expectations and gold's strength returned to the forefront.</li></ul>A weakening dollar and shifting Fed rate expectations are reviving a familiar macro setup for Bitcoin. However, data from Stocktwits shows that retail traders are growing more pessimistic, even as macro conditions tilt in favor of risk assets.The U.S. Dollar Index (DXY) slid to its lowest level since September 2025 on Friday, sliding 0.82%. According to market data shared by veteran trader Matthew Dixon on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mdtrade/status/2015693065533698524">X</a>, the dollar’s decline brought it back to a multi-decade trendline that has remained intact since the 2008 financial crisis. Dixon said the level has historically coincided with major shifts in risk sentiment, including inflection points for Bitcoin and broader crypto markets.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/mdtrade/status/2015693065533698524" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_at_7_27_08_AM_png_46d120bf4d.webp" alt="Screenshot 2026-01-26 at 7.27.08 AM.png" width="964" height="1152"></a><figcaption>On DYX and Bitcoin. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mdtrade">mdtrade</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)&nbsp;</a>was trading at $87,538, down by 0.8% over 24 hours. On Stocktwits, retail sentiment around Bitcoin dipped from ‘bearish’ to ‘extremely bearish’ territory, accompanied by chatter improving from ‘normal’ to ‘high’ levels over the past day.<h2 class="st-heading-2">Dollar Slides As Rate-Cut Bets Build</h2>DXY, tracked by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ice.com/fixed-income-data-services/index-solutions/currency-indices">ICE’s U.S. Dollar Index</a>, extended January losses as traders reassessed the U.S. rate edge and the outlook for&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">Fed</a> easing. Softer inflation readings and early signs of cooling growth have strengthened the case for rate cuts, narrowing the yield gap that has supported the dollar for much of the past two years.A weaker dollar can be supportive of risk assets by loosening global financial conditions, while also pushing commodity prices higher and raising import inflation pressures. Gold was also in focus alongside the dollar move, with traders watching benchmark pricing.<h2 class="st-heading-2">Traders Remain Cautious&nbsp;</h2>Some traders are still unsure whether Bitcoin's bounce from the $85,500–$86,000 zone will last. Lennart Snyder, a crypto market analyst, said that Bitcoin "swept the $86,000 region and bounced," but warned that the rally occurred over the weekend, when liquidity is lower and institutional investors are less active.Snyder&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/LennaertSnyder/status/2015723347468861730?s=20">said&nbsp;</a>on X that users can't trust moves on the weekend because smart money isn't involved. He also added that the weekly open "looks very weak" and that he is still on the lookout for more short setups unless Bitcoin makes a higher high above about $88,367.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/LennaertSnyder/status/2015723347468861730?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_at_7_28_47_AM_png_2cfc5c321b.webp" alt="Screenshot 2026-01-26 at 7.28.47 AM.png" width="880" height="1722"></a><figcaption>on Bitcoin. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/LennaertSnyder">LennaertSnyder</a>/X</figcaption></figure>While macro factors like a weakening dollar may provide structural support, short-term price movements remain weak and highly dependent on cash availability.<h2 class="st-heading-2">Dollar Reserves And Global Allocation Trends</h2>Bloomberg Intelligence data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Andre_Dragosch/status/2015082365580669313">shared</a> by economist André Dragosch showed the U.S. dollar’s share of global foreign-exchange reserves falling toward 40% by late 2025, continuing a multi-decade decline.Dragosch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Andre_Dragosch/status/2015708754075963742?s=20">noted</a> that the DXY has historically tracked changes in the dollar’s share of reserves, suggesting sustained depreciation pressure if diversification trends persist.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/could-xrp-overtake-bitcoin-traders-split-as-btc-struggles-near-86-000/cmy7F6UR4Wy">Could XRP Overtake Bitcoin? Traders Split As BTC Struggles Near $86,000</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Veteran Trader Warns US Dollar Index Is At A Make-Or-Break Level For Bitcoin

The dollar falls to a four-month low as rate-cut expectations are fueled by declining inflation and slower growth, weakening yield support, and putting pressure on the currency.

<ul class="summary-bullets"><li>A recent poll on Stocktwits shows mixed opinions on whether XRP could surpass Bitcoin's market cap: 27% support the idea, while 32% believe Bitcoin will remain dominant.</li><li>Bitcoin's recent performance has been weak, with the price down nearly 6% over the last week, and analysts are noting a potential bearish pattern in its price structure.</li><li>XRP's market position is still significantly weaker than Ethereum's, with its share of the stablecoin and DeFi markets very low, leading some to dismiss the possibility of XRP overtaking Bitcoin as unrealistic.</li></ul>Bitcoin (BTC) may have found short-term support near $86,000, but the bounce has done little to calm traders’ nerves. As risk appetite in crypto remains fragile, sentiment around Bitcoin has slipped further into bearish territory, setting the stage for a debate over whether XRP's market cap can surpass Bitcoin's in the future.&nbsp;27% believe that XRP will take over Bitcoin, while 32% believe ‘BTC stays king.’ However, some – around 16% – voted on the chances of it happening sometime in the future, but&nbsp;“not anytime soon”. However, 25% of voters claimed that XRP topping Bitcoin is a complete fantasy.&nbsp;<figure class="image"><a href="https://stocktwits.com/discussions/could-xrp-x-flip-btc-x-by-market-cap-in-a-future-cycle/642673706"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_at_6_20_51_AM_png_c5510c515f.webp" alt="Screenshot 2026-01-26 at 6.20.51 AM.png" width="1174" height="792"></a><figcaption>Stocktwits poll.</figcaption></figure>Among the naysayers,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/9owls/message/642729840">one</a> said, “You have got to be kidding. XRP's share of the stablecoin market is 0.133% right now.” XRP's fundamentals are still far behind Ethereum's (ETH). He pointed out that “XRP's share of the DeFi market is 0.2%. ETH's share of the DeFi market is 59%, “ making the case for Ethereum that “will eventually play out" when institutions fully get involved.<stembedurl>https://stocktwits.com/9owls/message/642729840</stembedurl>Market analysts and traders&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Tryrexcrypto/status/2015718825027666376?s=20">said</a> BTC "bounced off 86,300," but noted the overall structure still looks like an expanding wedge, a pattern often seen as bearish.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin</a> was trading at $87,850.06, down 0.7% in the last 24 hours. On Stocktwits, retail sentiment around Bitcoin dipped from ‘bearish’ to ‘extremely bearish’ territory, accompanied by chatter improving from ‘normal’ to ‘high’ levels over the past day.<figure class="image image-style-side"><a class="st-link-external" href="https://x.com/cryptoWZRD_/status/2015635363289592038?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_at_6_24_12_AM_png_fe12478118.webp" alt="Screenshot 2026-01-26 at 6.24.12 AM.png" width="1072" height="798"></a></figure><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Tryrexcrypto/status/2015718825027666376?s=20"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_at_6_22_26_AM_png_7227d0e6f1.webp" alt="Screenshot 2026-01-26 at 6.22.26 AM.png" width="1072" height="1294"></a>On the other hand, one analyst <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/cryptoWZRD_/status/2015635363289592038?s=20">noted</a> that XRP's price movement relative to Bitcoin has begun to improve. The analyst essentially stated that XRP's future course will likely be determined by Bitcoin's (BTC.D) dominance. They point to a new support level as a potential selling opportunity if XRP fails to break above $1.9750. However, if XRP stays above that threshold, it might instead indicate strength and pave the way for a short spike.For now, XRP’s price is tied to Bitcoin's, given BTC’s dominance in the broader market. Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-miners-clsk-riot-btdr-us-power-grids/cmy7NpZR4Ww">Bitcoin Miners CLSK, RIOT, BTDR Could Help Stabilize US Power Grids During Severe Winter Weather</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Could XRP Overtake Bitcoin? Traders Split As BTC Struggles Near $86,000

Bitcoin bounces near $86,000, but its bearish structure and sentiment persist, while XRP shows relative strength yet remains dependent on Bitcoin dominance for its next move.

A Poll Asked If XRP Could Top Bitcoin – Most Traders Are Not Buying It

Bitcoin bounces near $86,000, but its bearish structure and sentiment persist, while XRP shows relative strength yet remains dependent on Bitcoin dominance for its next move.


<ul class="summary-bullets"><li>Bitcoin miners with demand-response agreements may curtail operations during U.S. winter storms.</li><li>CLSK, RIOT, and BTDR operate facilities tied to grid flexibility programs, including the TVA.</li><li>Analysts say the model can support grid stability without disrupting mining economics.</li></ul>U.S. winter storms are throwing the spotlight on how Bitcoin miners interact with power grids during peak demand. VanEck Head of Digital Assets Research Matthew Sigel highlighted that several publicly traded Bitcoin miners operate under a demand-response agreement that allows utilities to pay them to temporarily shut down during periods of grid stress, thereby supporting power reliability. This comes as a severe winter storm knocked out power to more than one million Americans over the weekend.On Monday, the National Weather Service warned that conditions from Texas to New England were "life-threatening,” as more than one million Americans were left without power over the weekend due to a severe winter storm sweeping across parts of the eastern United States.&nbsp;On Sunday, Sigel said on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/matthew_sigel/status/2015543997918331352">X</a> that several publicly listed Bitcoin miners, including CleanSpark (CLSK), Riot Platforms (RIOT), and Bitdeer (BTDR), have meaningful capacity in affected regions and are structurally positioned to support grid stability through demand-response programs. He cited arrangements with utilities like the Tennessee Valley Authority (TVA), which incentivize large power users to reduce consumption during periods of peak stress.<figure class="image"><a class="st-link-external" href="https://x.com/matthew_sigel/status/2015543997918331352" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_at_5_03_07_AM_png_fcae69f11e.webp" alt="Screenshot 2026-01-26 at 5.03.07 AM.png" width="1088" height="1564"></a><figcaption>Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/matthew_sigel">matthew_sigel</a>/x</figcaption></figure>As of Sunday morning,&nbsp;<a href="https://stocktwits.com/symbol/RIOT">Riot Platforms (RIOT)</a> was trading at $17.26, down by 0.12% in the aftermarket hours. On Friday, it closed at $17.28. On Stockwits, retail sentiment around RIOT remained in ‘neutral’ territory, as chatter levels around it dropped from ‘high’ to ‘normal’ over the past day.<a href="https://stocktwits.com/symbol/CLSK">Cleanspark (CLSK)</a> traded at $13.71 and was flat in the aftermarket hours. On Stocktwits, retail sentiment around Cleanspark also remained in the ‘neutral’ territory, as chatter around it stayed at ‘normal’ levels over the past day.<a href="https://stocktwits.com/symbol/BTDR/sentiment">Bitdeer Technologies (BTDR)</a> traded at $14.50, down 0.21% in after-hours trading. On Friday, it closed at $14.53. On Stockwits, retail sentiment around BDTR remained in the ‘bearish’ territory, as chatter levels around it&nbsp;<h2 class="st-heading-2">Demand Response And Grid Stability</h2>Sigel said that, setting aside Bitcoin’s roughly 3% price decline since Friday, the setup can remain economically favorable for miners on a dollars-per-kilowatt basis, while supporting grid reliability when demand spikes.Shares of U.S.-listed Bitcoin miners have increasingly been evaluated not only on hash rate and balance sheet strength, but also on their integration with regional power markets and grid operators. The winter storm has renewed focus on how energy-intensive industries, including Bitcoin mining, interact with public infrastructure during periods of stress.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-atm-crackdown-south-dakota-bil/cmy7jplR4Wt">South Dakota Lawmakers Move To Rein In Crypto ATM Scams With New 2026 Bill</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin Miners CLSK, RIOT, BTDR Could Help Stabilize US Power Grids During Severe Winter Weather

Bitcoin miners CLSK, RIOT, and BTDR curtailed power use during a US winter storm, underscoring the role of demand response models in supporting grid stability.