Hamidkakar

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.

Na última semana, o mercado de Bitcoin experimentou novas ondas de liquidações, com os preços caindo para cerca de $81,000 na quinta-feira. Embora a principal criptomoeda tenha visto uma leve recuperação desde então, os sentimentos de baixa continuam dominantes, com analistas esperando uma possível queda para tão baixo quanto $56,000. Em meio a essa correção recente, uma situação em desenvolvimento na blockchain chegou a um ponto crítico, colocando o mercado de Bitcoin em um junção crítica.
Bitcoin aSOPR Mantém Pista Para Próxima Fase do Mercado – Analista

O mercado cripto acabou de enfrentar um grande obstáculo. Em uma onda repentina de volatilidade, mais de $1.1 bilhão em posições foram liquidadas (eliminadas) em todo o mercado de futuros.

O que realmente aconteceu?
Este não foi um caso de todos venderem suas moedas em pânico. Em vez disso, foi uma "limpeza de alavancagem."
Os Jogadores vs. Os Detentores: Os Traders estavam apostando pesadamente com dinheiro emprestado (alavancagem) que os preços subiriam. Quando os preços caíram levemente, essas apostas foram forçosamente fechadas pelas corretoras.

A Boa Notícia: O mercado "Spot" (pessoas que realmente possuem e mantêm as moedas) permaneceu calmo. Isso nos diz que a queda foi técnica, não fundamental.

O governo dos EUA fechou oficialmente o livro sobre um dos casos de lavagem de dinheiro mais notórios do mundo das criptomoedas. A partir desta quinta-feira, o Departamento de Justiça (DOJ) finalizou a apreensão de mais de $400 milhões em criptomoeda e imóveis ligados ao Helix, um "mixer" que dominou a darknet durante a era inicial do Bitcoin.
Como funcionou
Entre 2014 e 2017, Larry Harmon operou o Helix. Pense nisso como uma máquina de lavar digital: pegava Bitcoin de mercados da darknet (frequentemente usados para vendas de drogas ilegais), misturava para esconder de onde veio e o enviava de volta limpo.

O gráfico do Bitcoin ($BTC ) atualmente mostra uma clara pressão de venda. O BTC recentemente quebrou uma zona de consolidação para baixo, e uma vela vermelha acentuada se formou, indicando que os vendedores estão atualmente controlando o mercado de Bitcoin.
Zonas Importantes de BTC (Níveis a Observar)
1. Suporte Imediato para Bitcoin:
Área de $83,800 - $84,000: Esta é a zona mais crítica para o BTC neste momento. O rótulo "Baixo" no gráfico mostra $83,822. Se o Bitcoin cair para esse nível, precisamos observar se os compradores entram para defendê-lo.
Suporte Psicológico Maior: Se o BTC quebrar $83,800, o próximo suporte importante pode se abrir em direção a $80,000 - $82,000 (estruturalmente, esta é a próxima parada lógica para o Bitcoin).