Calm Price, Rising Tension

DAILY MARKET OVERVIEW

Bitcoin Stuck

👋 Hey, Crypto Enthusiasts! It’s a very eventful start to the week, so let’s dive right in.

Starting With ETFs

🔻 ETF flows have been negative for three days in a row and could stay that way as BlackRock-linked wallets have been sending BTC to Coinbase today, likely to sell.

Even with that pressure, Bitcoin is still holding around $90K, helped by Michael Saylor’s latest $1.25 billion BTC buy. But this kind of news often becomes bearish after the fact. Once the buying is done and announced, there’s no more support from it, and price slipped again soon after.

🇺🇸 Uncertainty in the U.S. is also growing. The government has opened a criminal investigation into Fed Chair Jerome Powell, and that has made investors more nervous.

On top of that, global tensions are rising. The U.S. has been more active around Venezuela, and Trump has turned attention back to Greenland again. That has people worried about more political and economic conflict.

In times like this, Bitcoin is supposed to act like a safe place to park money. But it hasn’t really done that. Instead, gold, silver, and even the S&P 500 are hitting new highs.

Bitcoin is still stuck in a range. That usually doesn’t last forever. We expect a bigger move up or down in the next 1–3 weeks. For now, we’re staying careful and leaning slightly bearish.

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🕵️ Monero Rises

We’ve wrote about Monero last week and since then things have only gotten more interesting.

Venezuela tried to get around U.S. sanctions by moving oil money through crypto instead of banks. Billions of dollars went through Tether, mostly on the Tron network, because it was fast, cheap, and outside the normal banking system. For a while, it worked.

Then U.S pressure hit Tether, and the wallets linked to Venezuela were frozen. The money stopped moving right away.

🧊 On Jan. 11, 2026, Tether froze $182 million in USDT across five Tron wallets, one of the biggest freezes it has ever done.

That showed something important. Stablecoins aren’t neutral money. They’re run by companies with bosses, lawyers, and rules to follow. They can move money fast, but they can also freeze it when governments get involved.

Only one kind of system avoids that: a network with no owner, no off switch, and no blacklist. One that hides who’s sending, who’s receiving, and how much is moving.

That’s why Monero jumped over the weekend and hit new all-time highs. Its purpose suddenly became very clear.

We think Monero can do well over the long term, as the need for privacy and true ownership only grows bigger.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Standard Chartered Backs Ethereum in 2026
The bank says Ethereum is set to outperform Bitcoin in 2026, driven by stablecoins, tokenization, and growing onchain activity.

Satoshi-Era Bitcoin Whale Wakes Up
A Bitcoin miner from 2010 moved $180 million in BTC to Coinbase, sparking speculation but no major market panic so far.

BitMine Keeps Buying Ethereum
BitMine added over 24,000 ETH in one week, pushing its holdings near 4.2 million ETH and strengthening its bet on Ethereum.

BitGo Targets $201M IPO
Crypto custodian BitGo filed for a US IPO, aiming to raise $201 million as institutional demand for custody services continues to grow.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen – Bitcoin: Bull Market Support Band (12.01.2026 Summary)

Cowen explains why Bitcoin’s bull market support band should currently be seen as resistance, not confirmation that a new bull market has started. He argues the market still behaves like a late-cycle environment rather than an early breakout phase.

What he’s saying

• Bitcoin remains below the bull market support band, which in midterm years often acts as resistance before a true trend reversal

• A clean break above this level usually does not happen on the first attempt and often follows a period of consolidation or lower lows

  

• While recent price action looks similar to 2022 on the surface, the underlying market behavior is closer to 2019

• The market topped during apathy, not euphoria, meaning retail participation and speculation are still low

• Bitcoin continues to lead while altcoins lag, showing limited risk appetite across the market

• With little retail panic left to unwind, further downside is more likely to be gradual rather than a sharp crash

Takeaway

Cowen’s key point is that this still looks like a late-cycle consolidation. Short-term rallies can happen, but without a clear macro trigger, they are more likely part of a broader range than the start of a new bull market.

Is Canton a Real Blockchain? | Canton Founder Yuval Rooz (12.01.2026 Summary)

This episode explains what Canton is, why it’s often called a “Wall Street chain,” and how its token works. Yuval Rooz presents Canton as onchain infrastructure built specifically for institutional finance.

What he’s saying

• Canton is designed to bring real-world financial assets onchain, such as US treasuries and other regulated instruments

• It’s often called the “Wall Street chain” because it’s built for banks, market infrastructure providers, and large financial institutions, not for retail-focused DeFi

• Major players are already using or testing Canton, including Broadridge for treasury collateral movements and the DTCC for tokenization pilots, with firms like JPMorgan involved

• Privacy is a core feature, transaction details are only visible to the parties involved, which is critical for institutional use

• The network connects multiple sub-ledgers that can interact directly without bridges or wrapped assets

• The CC token is used to pay network fees and secure coordination across the system

• Transaction costs are priced in USD, not in volatile token terms, so institutions know their costs in advance

• The token supply is designed around utility, tokens are burned when used for fees and re-minted when usage is low, aiming to keep the token’s value tied to real network activity rather than speculation

Takeaway

Canton is called the Wall Street chain because it’s already being used by traditional finance to move real money onchain. Its token is structured around usage and fees, not hype, making it very different from most crypto-native networks.

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