ADEEL TRADES

$SOL En 2025, le récit de la confidentialité était principalement dominé par Zcash ($ZEC) et Monero (XMR).
Les traders qui détenaient l'un de ces coins pendant le marché baissier de la confidentialité 2023-2024 ont réalisé jusqu'à 10x de rendements d'ici la fin 2025.
Bien que le marché de la confidentialité de couche 1 ait commencé à se replier, avec ZEC et XMR se négociant bien en dessous de leurs sommets historiques, l'écosystème Solana semble changer son attention vers la confidentialité.
Le concept autrefois central de la confidentialité articulé dans le célèbre livre blanc de Bitcoin de Satoshi a, pendant longtemps, été éclipsé dans la communauté Solana par les “tranchées” des memecoins, surtout l'année dernière pendant la folie des streamers pump.fun, mais il semble maintenant être en train de prendre le devant de la scène.

$GAL $ETH $BTC Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead.
Grab a coffee and settle in—markets are moving in ways that leave even seasoned investors squinting at charts. Gold and silver are surging, crypto is wobbling, and Washington’s policy plays are stirring uncertainty. But according to Tom Lee, somewhere in the chaos, a turning point may be quietly forming.
Crypto News of the Day: Tom Lee Says White House Front-Loading Midterm Wins Is Wrecking Markets
Fundstrat Global Advisors’ Tom Lee is sounding a cautious yet optimistic note for crypto investors, arguing that recent turbulence in Bitcoin and Ethereum may be temporary.
Appearing on CNBC’s Squawk Box, Lee attributed the early-year surge in gold and silver prices to Washington, D.C.’s policy maneuvers.
He says the White House’s plays have temporarily “hijacked” risk appetite, creating a “vortex” that drew capital away from crypto despite strong fundamentals.
Gold spiked to $4,954.99 per ounce, a 6.5% daily jump, while silver surged 13.66% to $87.53. This marks the largest single-day gains for both metals since the 2008 financial crisis.
Lee tied this frenzy to crypto’s ill-timed deleveraging in October 2025.
“The crypto industry doesn’t have any leverage right now,” he said. “Gold and silver’s performance sucked all risk appetite towards the precious metals trade.”
Lee also highlighted Washington politics as a central driver of market uncertainty. With midterms approaching, he criticized the White House for “deliberately picking more winners and losers early,” front-loading its agenda and keeping markets “hostage.”
Speculation around the next Federal Reserve chair adds further volatility, with Lee warning that markets will test the appointee’s resolve on policy and rates, echoing patterns seen with former chairs Janet Yellen and Jerome Powell.
While the consensus expects Republicans to lose the House, Lee noted that a GOP retention could deliver a “positive surprise.”
Signs Point to a Crypto Bottom Amid Gold and Silver Frenzy
Despite near-term headwinds, Lee sees signals that crypto may be bottoming. Fundstrat advisor Tom DeMark believes “time and price” alignment has been reached, with Bitcoin back above $78,000 and Ethereum nearing $2,300.

Lee added that Ethereum’s active addresses are “going parabolic,” as Wall Street increasingly integrates digital assets.
“All the pieces are in place for crypto to be bottoming right now,” he said, contrasting price weakness with network activity.
This view aligns with analysts’ notes on potential capital rotation, with some highlighting gold’s 11% rebound from recent lows, adding $3.07 trillion, and silver’s 20% surge, reclaiming $800 billion.
Analyst Bull Theory compares this setup to August 2020, when gold topped at $2,075, Bitcoin fell 20%, then rallied 559% over eight months as capital flowed back into risk assets.
With the ISM Manufacturing Index at 52.6%, the analyst suggested a similar rotation may be underway:
“Gold likely topping, and Bitcoin already having corrected, we could now see a rotation into risk-on assets,” they said.
However, not all commentary is bullish. Analyst Wimar.X warns that the metals’ surge signals a “broken system,” echoing pre-crash conditions in 2000, 2007, and 2019.
With the gold-to-silver ratio near 56, they argued that institutions are “exiting the casino,” potentially foreshadowing a 2026 collapse.

Lee, however, emphasized that the broader economic backdrop remains strong. Stocks were up 1% in January, historically correlating to 18% annual S&P gains in similar periods since 1950.
Even as AI and tech valuations may mean-revert, he sees precious metals taking a “breather” as healthy for markets, potentially clearing the way for crypto’s next move.
The question now is whether Washington-driven flows will continue to favor metals or if Bitcoin and Ethereum are ready for a rebound.
Chart of the Day

The Gold to Bitcoin dominance ratio compares the market cap of both assets.
Byte-Sized Alpha
Here’s a summary of more US crypto news to follow today:
Bitcoin’s safety net comes into view as Galaxy Digital warns of deeper pullback.Ethereum price warning: $1,500 risk appears as a bullish metric drops 90%.Bitcoin slips below $80,000 as large holders exit — But bounce signals are emerging.XRP price under pressure: ETF outflows, holder losses, and a possible rebound.MicroStrategy MMSTR stock barely escapes cost-basis scare — A 20% price swing awaits?Why Vitalik Buterin sold over 700 Ethereum ETHUSD despite market recovery.
Crypto Equities Pre-Market Overview
CompanyClose As of February 2Pre-Market OverviewStrategy MMSTR$139.66$140.80 (+0.82%)Coinbase COIN$187.86$189.53 (+0.89%)Galaxy Digital Holdings GGLXY$26.44$26.95 (+1.93%)MARA Holdings MMARA$9.12$9.18 (+0.66%)Riot Platforms RRIOT$15.32$15.53 (+1.37%)Core Scientific (CORZ)$17.87$18.05 (+1.01%)
Crypto equities market open race: Google Finance
#TrumpProCrypto #GoldSilverRebound #VitalikSells #StrategyBTCPurchase

$ETH
Le prix de l'Ethereum a commencé une forte baisse après avoir échoué à dépasser 2 500 $. L'ETH a baissé de 20 % et a maintenant du mal à rester au-dessus du support de 2 200 $.
Ethereum n'a pas réussi à rester au-dessus de 2 550 $ et a commencé une nouvelle baisse.
Le prix se négocie en dessous de 2 400 $ et de la moyenne mobile simple sur 100 heures.
Il y a une tendance baissière majeure se formant avec une résistance à 2 415 $ sur le graphique horaire de l'ETH/USD (flux de données via Kraken).
La paire pourrait commencer une nouvelle augmentation si elle reste au-dessus de la zone de 2 200 $.
Le prix de l'Ethereum a chuté de 20 %

$BTC $ETH
Points clés :
Les marchés des cryptomonnaies ont connu un flash crash soudain ce week-end, faisant revenir le Bitcoin à des niveaux de fin 2024 et déclenchant de lourdes liquidations menées par Ethereum.
La vente s'est accélérée après que le président Donald Trump a nommé Kevin Warsh comme le prochain président de la Fed.
Les analystes ont déclaré que ce mouvement reflète une phase de désendettement familière plutôt qu'un dommage structurel.
Le marché des cryptomonnaies a subi un flash crash au cours des 48 dernières heures, où la capitalisation boursière totale a chuté de près de 4 % pour atteindre 2,56 billions de dollars, avec des liquidations à la hausse menées par Ethereum (ETH). Cependant, les analystes ne s'inquiètent pas trop et ont qualifié l'incident de désendettement.

$ETH Ethereum co-founder Vitalik Buterin has proposed a new creator token model that combines decentralized autonomous organizations (DAOs) with prediction market mechanics to incentivize higher-quality content creation.
Creator tokens, or content coins, are blockchain-based assets that can grant fans a slice of ownership, access rights, or even royalties for the content creator’s work, which could be in the form of posts, photos, music, or videos. 
However, in a post on X on Sunday, Buterin said existing creator token platforms notably prioritize mass content creation over quality, and it’s now being exacerbated by AI-generated content.
To combat this, Buterin said one idea would be for content creators to launch tokens and apply to curated creator DAOs, where members decide which content to accept, while speculators profit by predicting which creators or content will be admitted.
Accepted content creators could then see their coins rise in value when the DAO burns their tokens, reducing supply and increasing scarcity.

He noted that many of the top creator coins on existing platforms like BitClout and Zora are led by celebrities or people of “very high social status,” making it challenging for creators to succeed purely on merit.
Another example, not mentioned by Buterin, is Friend.tech — a SocialFi app on Ethereum layer-2 Base that allowed creators to share content in private chatrooms accessed via tradable keys.
However, some criticized the platform because the price of the keys were driven mainly by speculation.
Friend.tech shuttered in September 2024 after activity had significantly dropped and the native token fell 95% from its high.
Focus on niches to win specific audiences, Buterin suggests
Buterin also recommended that DAOs avoid trying to capture the entire market and instead focus on certain content styles, whether short-form video or long-form writing, and the content should cater to a specific country or political audience, for example.
Related: Why proof-of-reserves alone doesn’t build real trust 
Buterin added: “The goal is to have a group that is larger than one creator and can accumulate a public brand and collectively bargain to seek revenue opportunities, but at the same time small enough that internal governance is tractable.”
The token speculators would also be assisting the DAO by helping surface high-quality content worth rewarding.
“Individual speculators can stay in the game and thrive to the extent that they do a good job of predicting the creator DAOs' actions,” Buterin sai
#WhenWillBTCRebound #PreciousMetalsTurbulence #MarketCorrection

$BTC Budget de l'Inde 2026 : Les données fiscales sur les cryptomonnaies montrent que les investisseurs ont payé des impôts même après des pertes
De nouvelles données montrent un écart croissant entre les résultats du trading de crypto et la responsabilité fiscale. Bien que les traders très actifs contribuent le plus à la TDS, des marges bénéficiaires étroites signifient que les investisseurs actifs et de détail font face à une pression de liquidité.
Au cours de l'exercice 2024–25, les résultats des investisseurs étaient presque également répartis, avec 50,91 % déclarant des gains nets et 49,09 % terminant l'année avec des pertes nettes. Malgré cela, les gains en capital imposables ont augmenté pour atteindre ₹3 722 crore, bien que les bénéfices nets réels aient été inférieurs. Les investisseurs ayant collectivement enregistré ₹1 178 crore de pertes nettes ont tout de même payé des impôts sur ₹180 crore de gains, car les règles actuelles ne permettent pas de compenser les pertes.

$WLD
Le prix en direct du jeton WLD est de  $ 0.41079707
Les prévisions de prix pour 2026 varient jusqu’à $4.18.
Les prévisions à long terme suggèrent des sommets potentiels de $35.60 d'ici 2030.
Le prix du WLD était presque de $12 ATH mais a chuté à $0.50 au cours des derniers jours de 2025. Cela a suscité des inquiétudes parmi les investisseurs et les commerçants concernant l'avenir du WLD, et en conséquence, la prévision de prix de Worldcoin pour 2026 est devenue un sujet de discussion significatif, beaucoup étant intrigués par ses perspectives pour l'année à venir.

$ETH Le prix de l'Ethereum fait face à un risque structurel alors que l'utilisation de l'effet de levier atteint des niveaux records malgré une participation au marché en diminution.
L'intérêt ouvert en déclin suggère un repositionnement plutôt qu'un nouvel apport de capital dans les dérivés Ethereum.
Les niveaux de support sur le graphique des prix de l'Ethereum s'alignent avec des zones où la concentration de l'effet de levier peut amplifier la volatilité.
Le prix de l'Ethereum a continué à subir des pressions à la fin janvier 2026, en raison de multiples facteurs macroéconomiques qui créent une incertitude sur le marché et incitent les investisseurs à la prudence. C'est l'une des principales raisons pour lesquelles la volatilité des prix de l'Ethereum reste élevée. De plus, les données on-chain montrent que l'utilisation de l'effet de levier a atteint des niveaux record même si l'exposition globale a diminué, remodelant ainsi la dynamique du marché à court terme.

$BTC $ETH
Le crash du marché crypto s'est intensifié pendant le week-end, Bitcoin passant en dessous du niveau de support clé à 80 000 $ pour la première fois en plusieurs mois. Il se négociait à 78 678 $ dimanche, en forte baisse par rapport à son plus haut historique de 126 300 $.
Le prix de l'Ethereum a chuté à 2 400 $, tandis que le Binance Coin (BNB) est tombé à 770 $. La capitalisation boursière de tous les tokens a chuté de plus de 5,80 % au cours des dernières 24 heures, atteignant 2,67 billions de dollars. Cet article explore certaines des principales raisons derrière le crash crypto en cours.
Le crash du marché crypto est survenu après que Trump a nommé Kevin Warsh

$CARV
ADA reste techniquement faible alors que la structure des prix et les indicateurs techniques confirment une dynamique baissière, les vendeurs étant fermement aux commandes alors que 2026 se déroule.
La zone de $0.28–$0.30 déterminera probablement si ADA connaît une correction plus profonde vers $0.22 ou un rebond à court terme entraîné par des conditions de survente.
Cardano est entré dans une phase technique critique alors que la pression de vente s'accélère au début de 2026. Après avoir échoué à maintenir sa reprise de fin 2025, ADA a repris un mouvement correctif plus large et se négocie maintenant près des niveaux de demande à long terme. Depuis le début de 2026, l'action des prix est restée décisivement baissière, avec des sommets plus bas et une dynamique baissière croissante. Le graphique hebdomadaire place maintenant le prix de l'ADA dans une zone décisive, où la prochaine réaction est susceptible de définir si le marché voit une correction plus profonde ou un rebond technique.

$BTC
Points forts de l'histoire
Le prix du Bitcoin envoie des signaux de stress historiques alors que les métriques de volatilité et les ratios de pertes on-chain convergent.
Les décompositions techniques hebdomadaires suggèrent un affaiblissement de l'élan du prix du BTC en USD au début de 2026.
Les données on-chain indiquent que la pression des investisseurs atteint des niveaux précédemment observés près des creux de correction.
Le prix du Bitcoin est tombé en dessous d'une bande de volatilité critique près de 83 000 $ fin janvier 2026, déclenchant des préoccupations renouvelées à la baisse. Dans le même temps, les données on-chain montrent que les pertes se propagent rapidement parmi les détenteurs, plaçant le comportement du prix du Bitcoin dans une zone historiquement associée à un stress accru et à des corrections en phase tardive.

$BTC $BTC
Bitcoin’s fall of around 7% to $77,000 on Saturday might have marked the low of this cycle, according to Bitcoin analyst PlanC.
It comes as other crypto analysts continue to call for further downside for Bitcoin (BTC) in the coming months.
“Decent chance this will be the deepest pullback opportunity this Bitcoin bull run,” PlanC said in an X post on Saturday.
PlanC compares Bitcoin’s fall to previous bear market cycles
Bitcoin fell 7% to around $77,000 on Saturday and has since slightly moved up to $78,690 at the time of publication, according to CoinMarketCap.

The asset’s price is now down around 38% from its all-time high of $126,100, which it reached on Oct. 5. PlanC said the downtrend Bitcoin has experienced reminds him of past crashes like the 2018 bear market capitulation when Bitcoin fell to $3,000, the March 2020 crash when the asset fell to around $5,100, and the FTX and Luna collapses, which saw BTC dip to around $15,500 and $17,500 respectively.
“There is a decent chance we are going through another major capitulation low as we speak,” PlanC said. “It seems like the ultimate low will be between $75,000 and $80,000,” he added.
Meanwhile, Bitcoin advocate and financial accountant Rajat Soni said in an X post on Saturday that the drop down to $77,000 came during one of crypto’s more volatile parts of the week and warned traders against overreacting.
“Never trust a weekend pump OR dump,” Soni said. “Bitcoin will make a comeback when you least expect it,” he added.
Bitcoin $60K price level may still be in play
However, some have been speculating that the downfall may go further.
Veteran trader Peter Brandt recently predicted that Bitcoin could fall as low as $60,000 by the third quarter of 2026. 
Crypto analyst Benjamin Cowen said Bitcoin’s market cycle low will likely come in early October, but “anticipates plenty of rallies will occur between now and then.”
Meanwhile, Jurrien Timmer, Fidelity’s director of global macroeconomic research, said 2026 could be a “year off” for Bitcoin, with prices potentially falling to as low as $65,000.
#CZAMAonBinanceSquare #USPPIJump #USGovShutdown #MarketCorrection

$BTC $SOL $ETH
Activity on major altcoin networks, namely Solana and Ethereum, saw major milestones in January. Daily active addresses on Solana consistently topped 5 million in the second half of the month.
Ethereum overtook major layer 2s in December in terms of daily active addresses after major upgrades to the network. In January, the network marked a 25% increase in daily active addresses amid efforts from developers to “future proof” Ethereum.
Seven Bitcoin (BTC) miners in the US are in a critical storm zone and may need to temporarily scale back their mining activities as a winter storm rocked power grids and left thousands without electricity.
Geopolitical concerns, namely US President Donald Trump’s supposed aspirations to acquire Greenland, have global investors wary. Bitcoin’s price fell nearly 10% from a monthly high of $97,000.
Here’s January by the numbers:
Active Solana addresses increase nearly 115% amid token launch frenzy
The Solana network saw a monthly spike of 115% in active daily addresses as of Jan. 28. The total number of such addresses regularly topped 5 million, according to data from Nansen.

The surge is the result of a renewed spree in memecoin minting following the launch of Anthropic’s Claude Cowork, an AI agent that can control a user’s desktop. This allowed developers using Solana-based token launchpad Bags to turn token launches into overdrive.

Fees on the platform spiked to $4.5 million on Jan. 16. For context, from September to December last year, daily fees rarely passed five digits and, sometimes, were as low as several hundred dollars.
Over the same period, the number of tokens that “graduated,” or launched, from Bags overtook the other popular Solana token launch platform Pump.fun.
Active Ethereum addresses increase 25%
Activity on the Ethereum network has also seen a significant uptick. At the end of December, it overtook prominent L2s Base and Arbitrum in terms of daily active addresses. In January, the same metric increased 25%.

The increase in activity follows some important upgrades to the network, which have increased blob sizes and therefore lowered fees. On Jan. 29, average fees on Ethereum were less than $0.01.
These upgrades were part of an effort to finalize work on Ethereum. On Jan. 12, Ethereum co-founder Vitalik Buterin said that Ethereum should ultimately pass a “walkaway test.” He said the true test of Ethereum would be for it to keep functioning and fulfilling the needs of users without the presence of developers actively changing and monitoring the network.
Seven US Bitcoin miners face curtailment during winter storm
Seven Bitcoin mining operations in the United States may curtail operations as winter storms put stress on the American power grid in the Southeast and South Central regions.
According to data from Matthew Sigel, head of digital assets research at VanEck, mining locations operated by Riot, Core Scientific, CleanSpark and Bitdeer “are structurally set up to act as flexible loads via utility demand response programs.” 
“We do not yet have confirmation of real time curtailments for this storm, but the model has already proven its value when conditions tighten.”

The storm, which has also affected the Midwest and Northeast, has seen cancelled flights, dangerous travel conditions and power outages and has killed at least 20 people as of Jan. 27.
Southern states, which are generally unaccustomed to snow and lack the critical infrastructure to contend with wintry conditions, were hit hardest. As of Jan. 28, some 400,000 people were without power in Kentucky, Tennessee, Mississippi, Louisiana and Texas.

Many Bitcoin miners have set up in locations where they can stabilize grid prices, buying power cheaply when there is little to no demand and temporarily switching off during stress periods.
Four in 10 merchants in US accept crypto: PayPal report
Crypto is getting more popular for payments, according to major payments processor PayPal. Four in 10 merchants in the US now accept crypto, the company said in a January report. PayPal’s survey found that crypto offers faster transaction speeds and more privacy and attracts crypto-savvy customers.

PayPal vice president and general manager May Zabaneh said, “What we’re seeing both in this data and in conversations with our customers is that crypto payments are moving beyond experimentation and into everyday commerce.”
Some 84% of the same merchants believe that crypto payments will become mainstream in the next five years.
Bitcoin’s price static amid Greenland fiasco
Bitcoin’s price saw a brief climb toward $100,000 in the middle of this month before falling back down to $87,000. The more than 10% decrease came amid discussions over what could happen to Greenland, itself an autonomous territory of Denmark.

Trump claimed that the US needs to control Greenland for security purposes and to counteract Chinese and Russian ambitions in the Arctic. This is despite the fact Denmark and the US are part of NATO, an organization created to counteract the very same ambitions.
While tempers have cooled, the fact that Bitcoin, along with global markets generally, was affected by the saber-rattling, shows that BTC is a risk-on asset.
Chris Beauchamp, chief market analyst at investing and trading platform IG, said, “Cryptocurrencies offered no haven from the wave of selling that washed over global markets in response to Trump’s threat.”
Trump’s mercurial foreign policy, including punitive, unilateral tariffs and ramping up aggressive rhetoric with former allies, put a damper on Bitcoin’s price, according to some analysts.
#CZAMAonBinanceSquare #ZAMAPreTGESale #USIranStandoff #BitcoinETFWatch

$BTC $XRP
Deux figures de proue de la crypto-monnaie se préparent à investir des dizaines de millions de dollars dans la politique californienne, visant à remodeler l'Assemblée législative de l'État en soutenant des candidats modérés et favorables aux entreprises et en contrant l'influence des syndicats.
L'effort, opéré sous la bannière de Grow California, est soutenu par Chris Larsen, un donateur démocrate de longue date et co-fondateur de Ripple, et Tim Draper, un capital-risqueur connu pour son soutien au Bitcoin (BTC), selon le New York Times.

$BTC
Après avoir atteint la barre des 100 000 $ quelques jours après le début de la nouvelle année, le prix du Bitcoin semble prêt à terminer janvier en contraste frappant avec le début du mois. Le jeudi 29 janvier, la principale cryptomonnaie est tombée à son plus bas niveau en plusieurs mois, autour de 81 500 $, avec un sentiment général du marché se détériorant au cours des dernières semaines.
En entrant dans le week-end, le prix du Bitcoin a quelque peu refroidi, récupérant au-dessus du niveau de 93 000 $ le vendredi 30 janvier. Fait intéressant, les dernières données on-chain suggèrent que le leader du marché est seulement sur le point d'un autre mouvement de prix violent.

$ETH $XRP
Points forts de l'histoire
Une rencontre tendue à Davos a révélé à quel point Wall Street et les leaders de la cryptomonnaie sont profondément divisés sur l'avenir de la réglementation aux États-Unis.
Le rejet par Brian Armstrong des règles sur les stablecoins l'a laissé isolé parmi les principaux PDG de banques américaines.
Un vote au Sénat bloqué a transformé un débat politique en une lutte de pouvoir à enjeux élevés derrière des portes closes.
Apparemment, le PDG de JPMorgan, Jamie Dimon, a confronté le PDG de Coinbase, Brian Armstrong, lors du Forum économique mondial à Davos la semaine dernière, l'appelant menteur sur ses commentaires concernant les banques essayant de tuer la législation sur les cryptomonnaies.

$BTC
Points Forts de l'Histoire
Les stratégies crypto qui ont fonctionné en 2021 échouent discrètement alors qu'un capital plus avisé redessine le marché.
Les acheteurs institutionnels forcent les projets crypto à prouver une réelle valeur.
Un nouveau filtre d'investissement émerge dans la crypto, et la plupart des tokens ne le passent pas.

Le livre de jeu de 2021 est mort. Acheter tout ne fonctionne plus.
Ryan Connor, responsable de la recherche chez Blockworks, a déclaré à John Gillen de Milk Road que la plupart des projets crypto échouent dès que l'on regarde au-delà de la surface. Le marché a évolué, et de nombreux investisseurs n'ont pas rattrapé leur retard.