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.2

  • The 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