Bitcoin reached $96,600
Ethereum reached $3,379
Solana touched $148.8
Let's talk about the key drivers behind green candles:
1. ETF: Inflows after a series of outflows
— Spot BTC-ETFs in the U.S. recorded net inflows of approximately $116–117 million, ending a 4–5 day streak of outflows.
— ETH-ETFs are also in the green (≈$5 million). Institutions are once again buying the dip — this is the main hidden driver behind the current rebound.
2. USA: The long-awaited crypto law is moving forward
— The Senate has published a draft of the Digital Asset Market Clarity Act (CLARITY Act) — the first comprehensive law on the structure of the crypto market in the USA.
— Key points:
• expanded authority of the CFTC over the spot crypto market (which the industry prefers over SEC dominance);
• an attempt to clearly distinguish which tokens are securities and which are "commodities";
• One of the provisions discusses a regime under which tokens in approved ETFs (XRP, SOL, DOGE, etc.) could be considered "non-ancillary" assets outside of strict SEC rules.
3. Europe: MiCA is pressuring crypto companies
— The French regulator AMF stated that around 30% of crypto companies in France have still not disclosed their plans to obtain licenses under MiCA by the June 30, 2026 deadline.
— Major players (Coinbase, Circle, Revolut) have already obtained MiCA licenses; lagging companies will either need to accelerate or prepare for a "soft shutdown" of their business in the EU.
4. Memes, politics, and scam risks
— The NYC Token, linked to former New York City mayor Eric Adams, surged to a market cap of ~$580 million and then crashed 60–80% shortly after launch. A classic rug pull.
— This is another high-profile case that intensifies pressure on politicians and influencers diving into meme coins without transparent economics.
5. Institutions × AI/DeFi
— Grayscale has expanded its "watchlist" to 36 assets with a focus on AI- and DeFi-related tokens, building a showcase for future products and sector-specific ETFs.
— In the retail segment, the pre-sale of DeepSnitch AI continues to raise capital and is actively featured in "best pre-sales of January 2026" roundups.
Volatility in the market is good.
Longs, I think, are happy with their profits🤝
