SomCrypto

UBS is reportedly exploring crypto investing for select private-banking clients (starting with BTC & ETH)-another “TradFi door” opening for HNW demand. Same week, Grayscale filed for a spot BNB ETF after BTC/ETH moves. Context: institutions keep expanding access rails, which can keep headlines (and vol) noisy even when on-chain is calm. Sources: Reuters, CoinDesk/FinanceMagnates. #BTC #ETH #BNB #Institutions

SEC just agreed to dismiss its case vs Gemini over the Gemini Earn program, after investors fully recovered assets via Genesis’ bankruptcy process. The suit (filed in 2023) centered on alleged unregistered securities sales; SEC says this dismissal is case-specific. Debate incoming: “regulatory reset” or one-off cleanup? Source: Reuters (Jan 24, 2026). #BTC #Regulation #Gemini #Crypto

Big “market plumbing” day: Nasdaq BX removed the 25k position/exercise caps for options on several spot BTC & ETH ETFs - SEC notice published Jan 21 and it’s effective immediately (SEC can still suspend within 60 days). Meanwhile Binance removed multiple spot trading pairs at 03:00 UTC (Jan 23) due to review factors like liquidity/volume. Context: wider derivatives rails + tighter spot pair hygiene can amplify headline-driven moves. Sources: SEC, Binance. #BTC #ETH #ETF #Binance

Nasdaq BX just lifted the 25,000-contract position/exercise caps for options tied to multiple spot BTC & ETH ETFs (filing dated Jan 7, 2026). The SEC waived the 30-day delay, so it’s effective immediately-while keeping the right to suspend within 60 days. Context: more room for hedging/speculation may deepen liquidity, but headline-driven vol can get louder. Sources: SEC, Nasdaq. #BTC #ETH #ETF #Options

NEAR just got an ETF headline: Grayscale filed an S-1 to convert its NEAR Trust into a spot ETF (dated Jan 20, 2026). Same day macro talk from Davos stays loud: SkyBridge says volatility is up and they’ve shifted toward macro trading. Add Binance’s own headline: RLUSD listing goes live Jan 22 (zero-fee promo). Setup for the next days: more “headline-driven” volatility than on-chain drama-watch follow-up SEC filings + flows. Sources: SEC/Reuters/Binance. #NEAR #BTC #ETF #Macro

Strategy - largest purchase in over 1 year: SEC 8-K - 22,305 BTC at $2.125B at $95,284 (12–19 Jan 2026). Now 709,715 BTC: avg $75,979, cost $53.92B. Context: ATM-BTC model makes the company in constant demand - the market will watch the pace of the next 8-K. Will this amplify volatility? Source: SEC. #BTC #MSTR #BitcoinTreasury #News

🇰🇿 Kazakhstan’s President Tokayev signed new banking + financial-market amendments (Jan 16) creating a digital-asset framework: DFAs (incl. stablecoins/tokenized assets) and crypto like BTC/ETH as unsecured assets. The NBK will license exchanges, set a permitted-coin list and trading limits. Context: more institutionalization + tighter gating-watch the whitelist details. Source: Interfax/Akorda. #BTC #ETH #Regulation #Kazakhstan

BTC is stuck in consolidation, but on-chain gives an interesting hint — Kimchi Premium is rising again.
Since Friday (16 Jan), Bitcoin has not maintained bullish momentum: after rejecting resistance, the price went into a narrow range and is 'sawing' without direction. This looks boring on the chart, but in the background, a signal is appearing that has often preceded growth before.
What we are looking at: Bitcoin Kimchi Premium — the price difference of BTC on Korean exchanges and global ones.
When the premium steadily rises from low/negative values and starts to grow towards historically important levels — it usually indicates a rise in retail demand in Korea, which often kicks in 'before the crowd'.
📌 Historical example: in October 2023, after a similar movement, the BTC indicator grew by approximately +370% (according to XWIN Research / XWIN Finance).
What is important: this is not a 'magic buy button'. The signal works better when it coincides with:
macro/risk-on background,
institutional flows,
confirmation on derivatives (open interest / funding / liquidations).
What I am monitoring next:
will Kimchi Premium continue its growth and consolidation above key levels, the price reaction of BTC to the nearest resistances/supports,
derivatives: funding + OI (are the longs overheated)
#BTC #Onchain #KimchiPremium #Crypto #MarketStructure

Scenario for the coming days: ETH gas 0.03 gwei (18 Jan 2026) + pending 60k + util 44.65% keeps the network cool. DeFiLlama: 740,196 active addr (24h) and Ethereum DEX vol $881.28M (24h). For BTC: US spot ETF net $394.7M (16 Jan) may keep headlines sensitive. Monitor fees/pending + addr/DEX vol for a regime shift. Sources: Etherscan/DeFiLlama/Farside. #BTC #ETH #Onchain #Flows

Scenario for the coming days: ETH gas 0.035 gwei (17 Jan 2026) + 841,915 active addr (24h) + DEX vol $1.762B (24h) — often aligns with steady network demand; sharper moves usually show up first via fees/mempool acceleration. For BTC: latest spot ETF net flow -$394.7M (16 Jan) may keep headlines sensitive.Active addresses / gas usage / DEX volume are used as proxies for engagement, network demand, and trading activity, and their acceleration often confirms a change in “regime” and an increase in volatility. What we monitor: fees/addr/DEX vol? Sources: Etherscan/DeFiLlama/Farside. #BTC #ETH #Onchain #Volatility

ETF inflows cooled vs 14 Jan: for 15 Jan BTC +$100.2M, ETH +$164.4M. No congestion visible on the ETH network: gas ~0.03 gwei, pending ~75k, util ~56%, DEX vol $2.07B/24h. Expectation: as long as fees/DEX volumes do not grow synchronously — movements often remain 'headline-driven', rather than on-chain FOMO. Source: Farside/Etherscan/DeFiLlama. #BTC #ETH #Onchain #Volatility

Closed a nice trade today at #BTCUSDT
Setup: breakout and consolidation below the key level 96 086.
After a strong downward impulse, the price paused/consolidated below the level — for me, this was a signal that the level had become resistance, and the probability of further downward movement increased.
Entry: short at 96 085.99
Exit: 95 777.01 (closed manually, without greed — took the move)
Result: +3 088.66 USDT 💰

Main takeaway of the day: levels really work, but it's important not to guess — wait for confirmation (breakout - weak retracement - continuation).

Next step: solidify the mechanics and learn to set SL/TP in advance to avoid emotional decisions.

Continuing to learn and maintain a trade journal

ETF is back in the green: Jan 14 net flow BTC +$840.6M and ETH +$175.1M. ETH on-chain is not overloaded: avg gas 0.062 gwei, pending 73.9k, util 47%. DEX vol (24h) $2.89B, active addr 909k. Expectation: while fees are not rising, it's more risk-on noise than on-chain flow.Baseline scenario for the coming days: while fees/gas, pending, and DEX volumes aren't accelerating, volatility is more likely to stem from flows/news than from on-chain Fomo. The trigger for a regime change is a simultaneous increase in gas/fees + active addresses + DEX volume. Sources: Farside/Etherscan/DeFiLlama. #BTC #ETH #Onchain #Flows

Рынок ожил: BTC $95.1k и ETH $3.33k за день в плюсе

На фоне — приток в US spot ETF (13 Jan): BTC +$753.8M, ETH +$130.0M

Но ETH-сеть всё ещё лёгкая: 0.08 gwei, pending 63k, util 51%.

Если режим сменится, первым часто дергаются fees/mempool + DEX vol. #BTC #ETH #Onchain #Volatility

BTC всё ещё выше 92k: 13 Jan 2026, 05:20 UTC 92,100 USDT. По фону институционалов - приток в spot ETF: BTC +$116.7M, ETH +$5.1M. А ончейн по ETH пока спокойный: gas 0.036 gwei, pending 82.8k, DEX vol $1.44B/24h. Сценарий на ближайшие дни: без роста fees/мемпула активность выглядит ровной, а “рывки” обычно начинаются именно там. Source: Binance News, Etherscan, DeFiLlama. #BTC #ETH #Onchain #Volatility

Scenario for the coming days: low ETH gas 0.231 gwei (12 Jan 2026) + 685,933 active addr (24h) - often corresponds to steady network demand; sharp movements usually accompanied by mempool/fees acceleration. For BTC separately: S-1 on Bitcoin Trust (6 Jan 2026) may increase media volatility around the topic of institutions. What we monitor: fees/addr/DEX vol? Sources: Etherscan/DeFiLlama/SEC. #BTC #ETH #Onchain #Volatility