The "V-shaped" recovery we saw yesterday has transitioned into a steady grind. As of this morning, $BTC is acting like a magnet to the $90,000 psychological level. While the "Greenland Tariffs" panic has cooled, the market is now digesting the heavy policy discussions coming out of Davos 2026.
1. The "Smart Money" Accumulation
On-chain data from Sentiment reveals a fascinating trend: while retail traders sold into the dip to $88k, Smart Money addresses (wallets holding 100-1,000 BTC) have accumulated over $3.2B in Bitcoin since January 21.1
The Signal: Large players are treating the $88k–$90k range as a "Value Floor."Institutional Flow: U.S. Spot Bitcoin ETFs recorded a net inflow of $142M yesterday, proving that Wall Street’s appetite remains unaffected by short-term volatility.
2. Ethereum Under Pressure: The "Fusaka" Fatigue?
While Bitcoin holds steady, Ethereum ($ETH) has retreated toward the $2,950 support zone.
The News: Analysts from JPMorgan recently questioned the sustainability of the post-Fusaka upgrade activity surge.2The Outlook: Traders are rotating into higher-liquidity assets (BTC) as they wait for the next DeFi catalyst. A breach below $2,900 could see ETH test $2,750, while a reclaim of $3,100 would flip the script to bullish.
3. Key Market Movers (24h Snapshot)
Asset Current Price Trend Why?
$BTC $90,120 ↔️Neutral Consolidating at the $90k pivot.
$BNB $892 ↗️Bullish Strong ecosystem volume and quarterly burn hype.
$SOL $129 ↘️Bearish Testing support at the $125–$128 band.
$FRAX +29% 🔥O-former Leading the RWA / Stablecoin narrative today.
🔮 The Prediction: Weekend Volatility Ahead
Historically, a "Neutral" Fear & Greed Index (currently at 50) following a crash often precedes a breakout move.
Bull Case: A clean break and daily close above $92,000 could trigger a short squeeze toward $97k.Bear Case: If global trade tensions resurface over the weekend, look for a "re-test" of the $87,000 liquidity wick.
💬 Discussion Corner:
CZ’s remarks at Davos today highlighted that "Cultural Value" is what will keep Meme Coins alive in 2026.3 Are you holding $DOGE or $PEPE through this consolidation, or have you moved into "Safe Haven" assets like $BNB and $ETH?
Let me know your weekend strategy in the comments! 👇
#BinanceSquare #Ethereum✅ #tradingtips #whalealerts #Davos2026