Gold and Bitcoin: A Historical Correlation to KnowThe last time gold reached a major cycle peak (around 2020), Bitcoin followed with a roughly 5x increase in the months that came after. This pattern has been observed in previous gold strength periods, where rising gold often coincided with broader risk-on sentiment that benefited Bitcoin. It’s one of many historical relationships in markets — not a guarantee, but a reminder of how macro assets can influence each other over time. #bitcoin #GOLD #crypto
On-Chain Update: Key Support Zone for SOL Following a sharp sell-off, SOL is consolidating around an important support area where demand is beginning to absorb available supply. What the data suggests: Support behavior: Buying interest is appearing as selling pressure slows. Market structure: This type of consolidation can signal a transition from distribution to stabilization. Liquidity dynamics: Defending this zone would help establish a short-term base. Outlook: If support continues to hold, a relief move toward the nearest resistance zone becomes more likely. Failure to hold, however, would suggest the market needs additional time to find balance. Takeaway: This level is a useful reference point for monitoring short-term structure and momentum shifts in SOL. #sol #Onchain #Marketstructure #CryptoAnalysis
On-Chain Perspective: Bitcoin Relative to Gold The BTC-to-gold (BTC/XAU) ratio has moved to levels that historically indicate relative undervaluation of Bitcoin compared with gold. What the ratio shows: Current condition: The BTC/XAU ratio is near multi-year lows, suggesting Bitcoin has underperformed gold over this period. Market behavior: In past cycles, similar conditions have appeared during phases where capital later rotated back toward higher-risk or growth assets. Institutional use: Relative value metrics like this are often monitored by larger investors to assess long-term positioning, rather than short-term price moves. Context: A low ratio does not predict timing, but it highlights how stretched relative performance has become. Shifts between gold and Bitcoin have historically aligned with changes in macro conditions and risk appetite. Takeaway: The BTC/Gold ratio currently reflects a historically wide gap in relative performance, making it a data point worth monitoring as broader capital allocation trends evolve. #bitcoin #BTC #GOLD #Onchain #MarketAnalysis
Market Structure Note: ETH and Wyckoff Accumulation Ethereum’s recent price action is aligning with elements of a Wyckoff accumulation framework, a model often used to analyze how larger participants build positions over time. Key observations: Structure: Price behavior suggests potential accumulation, where supply is gradually absorbed rather than aggressively sold. Last Point of Support (LPS): Recent support holding may represent an LPS, a phase that can appear before upward expansion. Confirmation signal: A sustained break above near-term resistance (often called a “Sign of Strength”) would be needed to validate this structure. Context: Wyckoff patterns describe market behavior, not outcomes. If accumulation is confirmed, it would indicate improving market structure. Without confirmation, the range may simply persist. Takeaway: ETH appears to be in a phase worth monitoring for structural confirmation, with future direction dependent on how price responds at resistance. #Ethereum #ETH #Marketstructure #TechnicalAnalysis
ETF Flow Update: Signs of Capital Rotation Recent spot ETF data suggests a shift in institutional positioning rather than a broad exit from crypto markets. ETF flows: Bitcoin ETFs: Net outflow of $104M, marking the fifth consecutive day of outflows. Ethereum ETFs: Net outflow of $41.74M. Solana ETFs: Net inflow of $1.87M. XRP ETFs: Net inflow of $3.43M. Market context: Outflows from BTC and ETH ETFs indicate reduced short-term exposure to major assets. At the same time, modest inflows into SOL and XRP ETFs suggest capital is rotating toward select altcoins rather than leaving the asset class entirely. Takeaway: This pattern points to near-term pressure on BTC and ETH, alongside early signs of improving liquidity conditions for certain altcoins. Whether this develops into a broader trend will depend on the persistence of these flows. #BitcoinETF #CryptoMarket #etf #sol #xrp
On-Chain Update: Large ETH Staking Activity Recent on-chain data shows a significant amount of ETH being moved into staking, reducing the liquid supply available to the market. Key details: Entity: Bitmine, associated with Tom Lee Amount staked: 171,264 ETH Estimated value: ~$503.2M Impact: ETH moved into staking is locked and not immediately available for trading Market context: Staking differs from exchange transfers, as it removes tokens from active circulation for an extended period. Large-scale staking by institutional participants can tighten liquid supply, particularly if network usage and demand remain steady. Takeaway: Sustained reductions in circulating supply may influence market structure over time, especially when driven by long-term holders rather than short-term trading activity. #Ethereum #ETH #staking #OnChainAnalysis
ETH/BTC Update: Testing a Key Structure Ethereum is showing relative stability against Bitcoin despite broader market volatility. Current setup: Support: Buyers are defending the 0.0329 BTC level, suggesting steady demand. Price action: ETH/BTC is gradually moving toward the 0.0331 BTC area. Structure: The pair continues to hold its recent range without breaking down. Market context: When support holds during uncertain conditions, it can indicate accumulation rather than distribution. Whether this develops into a breakout will depend on continued demand and broader market conditions. #Ethereum #ETH #BTC #MarketUpdate #CryptoAnalysis
Bitcoin Market Update: $89.3K Support Holds Bitcoin has reclaimed and held the $89.3K level following a volatile trading session. What this suggests: Support behavior: The $89.3K zone acted as a short-term support area. Market structure: Recent volatility appears to have reduced excess leverage. Current phase: Price action is consistent with consolidation rather than breakdown. Takeaway: Holding key support levels during choppy conditions often reflects base-building activity. While short-term direction remains uncertain, the structure currently favors stability over further downside. #bitcoin #BTC #MarketUpdate
Bitcoin Market Update: $89.3K Support Holds Bitcoin has reclaimed and held the $89.3K level following a volatile trading session. What this suggests: Support behavior: The $89.3K zone acted as a short-term support area. Market structure: Recent volatility appears to have reduced excess leverage. Current phase: Price action is consistent with consolidation rather than breakdown. Takeaway: Holding key support levels during choppy conditions often reflects base-building activity. While short-term direction remains uncertain, the structure currently favors stability over further downside. #bitcoin #BTC #MarketUpdate
Market Update: Signs of Capital Consolidation Recent ETF flow data points to a consolidation phase across major crypto assets. Institutional flow snapshot: Bitcoin: Net outflow of $32.11M. Ethereum: Net outflow of $41.98M. Market context: While BTC and ETH are seeing mild capital pressure, some large-cap altcoins are showing relative strength. Solana and XRP recorded modest net inflows of $1.71M and $2.09M, respectively. Takeaway: This divergence suggests capital is rotating selectively rather than exiting the market entirely. During consolidation phases, such behavior can reflect cautious positioning as investors reassess risk across assets. #BTC #ETH #sol #XRP #CryptoNews
Market Report: ETF Flows and Market Sentiment Recent data shows notable capital outflows from both Bitcoin and Ethereum spot ETFs, pointing to softer institutional participation. Key figures: Total BTC & ETH ETF outflows: $995.7M Bitcoin spot ETF outflows: $708.7M Ethereum spot ETF outflows: $287.0M Market context: Spot ETFs are often used as a proxy for institutional positioning. Broad-based outflows suggest reduced risk appetite and can add short-term pressure to underlying assets. While flows alone do not determine trend direction, they currently reflect a more cautious market environment. $BTC $ETH #MarketUpdate #etf #crypto
Market Update: Strategy’s Bitcoin Holdings As of 2026-01-23, Strategy (formerly MicroStrategy) has released its fourth Strategy Tracker update for the year, showing continued Bitcoin accumulation. Key figures: Total holdings: 709,715 BTC (approximately $63B). Average cost basis: $75,979 per BTC. Unrealized performance: Around +$9B, or +16.78%. Market context: This approach supports the ongoing corporate treasury narrative around Bitcoin. Strategy’s purchases represent steady buy-side demand that is largely independent of short-term market sentiment. The indication of an additional purchase suggests continued conviction at current price levels. $BTC #crypto #Institutional #onchaindata
Ether (ETH) Price Action: Support Holding Near $3,000 ETH is showing signs of stabilization after its recent pullback, with buying activity emerging around the $3,000 level. Price behavior near $3,013 suggests momentum may be shifting away from the prior bearish phase. Technical context: Trend: Early recovery phase. Key support: The $3,000 area is acting as a strong base. Order flow: Selling pressure appears to be easing, with bids supporting price. Reference levels (educational): Support zone: $3,000–$3,013 Invalidation area: Below $2,950 Upside reference levels: $3,120 and $3,200 Takeaway: Holding above $3,000 would help confirm a short-term reversal structure, while a loss of this level would weaken the recovery thesis. $ETH #Ethereum #MarketUpdate #TechnicalAnalysis
Bitcoin Price Action: Return to the Yearly Open Bitcoin has retraced its recent advance, giving back all gains made earlier in 2026 and returning to the yearly open level. Key price areas: Resistance: The move was rejected near $97,900, around the prior +12% peak. Support: Price has tested the yearly open near $87,500. Market context: The sharp pullback has reset year-to-date performance. Despite the volatility, the broader technical structure remains intact. Moves like this often occur during periods of deleveraging, where excess leverage is cleared before the market establishes its next direction. $BTC #bitcoin #MarketUpdate #TechnicalAnalysis
On-Chain Update: Bitcoin Accumulation Trends Bitcoin is showing a divergence between price movement and wallet behavior. While price is up just under 7% this month, accumulation activity among mid-sized holders continues to grow. Wallet data (100+ BTC): Monthly change: Addresses holding at least 100 BTC increased by 2.84%. Current count: 19,873 addresses. Longer-term trend: Up 5.21% over the past 180 days. Market perspective: This pattern suggests ongoing accumulation during a consolidation phase. While the largest holders appear more cautious, mid-sized wallets are steadily absorbing supply, helping establish a more stable market base. $BTC #bitcoin #Onchain #MarketAnalysis
BNB Price Action: Volatility Alert BNB has recorded a sharp intraday correction, dropping approximately 4%. Market Data: • Movement: -4% downside. • Context: Correlated with broader weakness in BTC and ETH. • Structure: The asset is currently seeking liquidity at lower support bands. Traders should monitor volume at these levels to determine if buyers step in to defend the trend or if sell pressure continues. $BNB $BTC $ETH #crypto #MarketUpdate #TechnicalAnalysis
Infrastructure Update: Improving Crypto Payment Workflows Business-to-business crypto payments often face friction from compliance requirements and the risk of manual errors. Tools like WB Checks are designed to simplify these processes. Technical overview: Payment method: Funds are issued through a link or QR code for easy distribution. Asset support: Compatible with multiple networks, including BTC, ETH, and USDT. Operational controls: Geo-verification features help support regulatory requirements. Structure: Low transaction fee (0.5%) with extended validity of up to five years. Market perspective: By lowering operational overhead and simplifying settlement, this type of infrastructure helps make crypto more practical for everyday business use cases. $BTC $ETH #CryptoUtility
Infrastructure Update: Improving Bitcoin Payouts Bitcoin enables fast global settlement, but manual payment processes still create friction for many businesses. “WB Checks” is designed to address this operational gap. How it works: Creation: A crypto check is generated with a set amount and security rules. Distribution: The check is shared through common channels such as email, links, or QR codes. Settlement: The recipient enters a wallet address to receive the funds directly. Operational impact: By removing the need to manage wallet addresses on the sending side, this approach lowers the risk of human error and helps streamline payout workflows. Takeaway: Simplifying the final step of crypto transactions is an important step toward making Bitcoin more practical as a payment system, not just a store of value. $BTC #bitcoin #Payments #CryptoUtility
Market Cycle Comparison: 2025 vs. 2021 The commonly expected rotation of capital from BTC to ETH and then into altcoins has not played out in the 2024–2025 cycle. Why the 2021 model didn’t repeat: The 2021 cycle was heavily influenced by aggressive quantitative easing and fiscal stimulus. That environment created excess liquidity, which amplified capital rotation across crypto assets. Without similar liquidity conditions, the same rotation dynamics have not emerged. Role of macro liquidity: Altcoins have historically outperformed during periods of expanding liquidity. Quantitative tightening officially ended in December 2025. In prior cycles, sustained altcoin strength typically lagged liquidity shifts by 6–18 months. Takeaway: The market appears to be in a phase of adjustment to tighter liquidity conditions. Rather than expecting rapid, late-cycle acceleration, current conditions call for a more measured approach that reflects macro constraints. $BTC #CryptoAnalysis #MacroEconomics #MarketCycles