cryptomarketanalysis

The founder of the largest cryptocurrency exchange Binance, Changpeng Zhao (CZ), shared his views on the future of the cryptocurrency market during an AMA (Ask Me Anything) session for the Chinese community. Zhao paid special attention to the trading of meme coins, Bitcoin, and the influence of U.S. politics, which he believes could break traditional market cycles. The full transcript is provided by WuBlockchain.

According to Gromen, there is a possibility that the first cryptocurrency, without any restraining factors, will fall to $60,000. The interest of investment companies in the context of the US's confrontation with trading partners has shifted towards precious metals.
"If you are counting on institutional investors to raise the price of bitcoin from $90,000 to $150,000, this will not happen without any serious catalyst. Institutional investors do not act this way. They are not the right kind of fuel for bitcoin. They will sit and wait," says Gromen.

According to analysts from Glassnode, the current market situation resembles that of 2022: back then, Bitcoin was trapped and struggled to overcome the bearish trend.
"The market cannot shake off constant pressure from sellers, which likely limits Bitcoin's ability to break the $90,000 level and approach the $100,000 mark," explained representatives from Glassnode.

Brian Armstrong insisted during a forum discussion that tokens pegged to fiat currencies should generate profits for their holders. First, people should not be deprived of the opportunity to earn on their money. Second, countries that ban the yield of stablecoins will lose in global competition. China has expressed its intention to ensure the yield of its digital yuan, argued Armstrong. If regulated stablecoins in the US lose the right to pay rewards, this will give a significant advantage to their offshore competitors, said the head of Coinbase.

The price of digital gold may correct to $60,000 against the backdrop of escalating trade tensions between the US and the EU. Such a scenario was suggested by macroeconomist Luke Gromen.
In his opinion, the international isolation of the United States and economic recession could also provoke massive selling and capital outflows from institutional investors.

Companies that chose Solana as a strategic asset for their reserves have faced increasing losses – the price dynamics $SOL in January shifted to negative. The largest share of Solana is held by Forward Industries — this company accounts for more than 1.1% of the total token volume.

In 2026, DAT companies will face a 'harsh consolidation'—only a few major players with Bitcoin and Ethereum on their balances will survive. This opinion was shared by analysts at Pantera Capital.
‘The others will either be absorbed or pushed back, with the exception, perhaps, of one or two lucky players with alternative tokens,’ they noted.

Nearly $2.3 billion in Bitcoin and Ethereum options are expiring. The cryptocurrency market is at a crossroads, and traders are preparing for a possible revision of volatility.
Positioning focuses on key strike levels — price dynamics before and immediately after expiration may be determined not so much by fundamental factors as by the technical flows of hedging.

Over the past seven days, the quotes of more than 80 out of 100 largest cryptocurrencies have shown a decline. The total market capitalization of the cryptocurrency market decreased by almost 7% to $3.02 trillion, reverting to the levels at the beginning of the year. The largest drop was shown by coins from the privacy sector.
The selection of the five cryptocurrencies that have lost the most value is based on the percentage drop over the last seven days (from January 16 to 23), and the crypto assets are taken from the top 100 largest by market capitalization in the Coinmarketcap ranking.

Investment company Ark Invest still expects that the price $BTC will be in the range of $300,000 to $1.5 million by 2030. This forecast is linked by Ark's digital asset portfolio manager David Powell to the institutionalization of the market and the strengthening role of cryptocurrency as a digital equivalent of gold.

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🎯 Your Kitco screenshot shows what smart money already knows: we’re witnessing a historic wealth transfer into hard assets. But here’s what 97% of investors are missing about the next 7 days.
THE NUMBERS THAT MATTER RIGHT NOW
Gold: $4,662 (+$66/+1.44%)
Silver: $93.54 (+$3.50/+3.89%)
Platinum: $2,363 (+$26/+1.11%)
Palladium: $1,778 (−$9/−0.50%)
WHY THIS WEEK CHANGES EVERYTHING
Three forces are colliding simultaneously. Central banks are dumping dollars faster than any time since Bretton Woods collapsed. In 2025, gold surged 65%, palladium 95%, platinum 150%, and silver exploded 170% from end of 2024 . Government deficits are spiraling while geopolitical chaos accelerates worldwide.
The supply shock nobody’s talking about? Silver market deficits in 2023 and 2024, with World Platinum Investment Council projecting another 848,000 ounce deficit in 2025 . Solar panels and EVs are eating physical inventory alive.
THE 7 DAY FORECAST
🥇 GOLD: Consolidation mode. If support holds in the previously broken resistance zone, the broader bullish structure remains intact with potential push toward $4,670 and $5,000 . Trading range: $4,600 to $4,700.
🥈 SILVER: The rocket ship. A sustained break above $90.90 opens the door toward $94.60–95.81 and $98.74–99.46, with longer-term target near $101.15 . This thing’s testing triple digits within days. Key support at 81.51, resistance at 87.54, 92.68, 96.94, and 101.64 .
⚪ PLATINUM: The sleeping giant. Back in 2007 when platinum hit record highs, it was nearly 2.5x as expensive as gold. As of early January, gold is close to 2x as expensive as platinum . Nobody’s watching the most asymmetric trade of 2026.
🔘 PALLADIUM: Structural rot. Market surplus may widen as battery electric vehicles reduce demand for auto catalysts . Rotate out immediately.
WHAT PHYSICAL STACKERS MUST DO THIS WEEK
The game theory here is brutal. When the value of gold mining output exceeds that of platinum and palladium by around 35x, even if a small portion of gold investors diversify into platinum, their investment decisions could drive prices in U.S. dollars and price ratios relative to gold higher .
Translation? The herd’s chasing silver and gold while platinum sits 48% below most analyst targets.
Priority 1: PLATINUM (50% of new capital)
Most analysts expect platinum prices to rise to $3,502 by end of 2026 . You’re buying at $2,363. That’s not a trade. That’s mathematical certainty wrapped in market ignorance. The platinum market is expected to remain in deficit in 2026, with lease rates expected to remain elevated .
Priority 2: SILVER (40% of new capital)
Bank of America forecasts silver could top out between $135 and $309 . Industrial demand from solar alone is consuming supply faster than mines can produce. Buy every dip below $90. Don’t wait for perfection.
Priority 3: GOLD (10% of new capital)
Portfolio anchor only. Add on significant dips toward $4,500. Already up 65% means limited upside versus the white metals.
THE CONTRARIAN TRUTH
Silver may stay elevated in 2026, but extending the rally sharply will likely require either renewed supply stress or a clear dovish shift from central banks . Meanwhile platinum’s reversion to historical norms doesn’t require anything except time and math.
Here’s what keeps me up at night: After such strong price increases in 2025, a period of resetting and consolidation is likely, especially in the first part of 2026 . But persistent economic and geopolitical uncertainties continue to support portfolio diversification, with U.S. tariff uncertainty and favorable underlying fundamentals likely to provide additional boost to prices .
THE POSITIONING PLAY
Smart money’s already rotating. This forecast favors patience, buying meaningful dips rather than chasing prices higher . But understand the regime shift: fiscal dominance, dollar weaponization, central bank diversification. This isn’t 2008. This isn’t even 2020.
When platinum was 2.5x gold’s price in 2007, nobody thought it was expensive. Now it’s trading at half gold’s price and everyone’s ignoring it. That’s your edge.
What are you seeing in your local coin shops? Are premiums spiking yet?
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