Momentum Finally Building

DAILY MARKET OVERVIEW

Bitcoin is Going For It!!

👋 Hey, Crypto Enthusiasts! The crypto market is finally starting to show some life. It’s not explosive yet, but momentum is clearly picking up, so let’s dive in.

🐂 We’re seeing more activity across the market. Nothing wild so far, but the shift in tone is important.

Yesterday, Bitcoin recorded a massive $750 million ETF inflow, the largest since October 2025. At the same time, global “risk-on” sentiment remains strong.

Metals and stocks continue to push to new highs. Silver is leading the pack, followed by gold and copper. Bitcoin, for now, is still lagging behind, sitting near the bottom compared to other major risk assets.

Inflation is also trending lower based on Truflation data

On top of that, Trump publicly encouraging people to invest on Truth Social adds fuel to already bullish sentiment. All of this creates a backdrop that supports continued upside.

The big question is simple: can crypto finally catch a real bid ⁉️ 

In this environment, we think it’s very likely Bitcoin attempts to reclaim $100k+ in the coming days or weeks. Whether it can hold there is still uncertain.

A fast push above $100k could trigger heavy FOMO. That kind of emotional move often leads to fakeouts and sharp pullbacks, so be careful not to chase blindly.

What we really want to see is a clean break above resistance and a hold for at least a few days. That would be the first strong sign that the trend is truly shifting back to the bullish side.

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SOCIAL SENTIMENT

The Next Big Trend?

This cycle has already seen several major trends, from meme coins to AI agents to decentralized exchanges.

👀 Looking back at the biggest airdrops by year:

2020 – Uniswap
2021 – ENS
2022 – Aptos
2023 – Arbitrum
2024 – Hyperliquid
2025 – Lighter

Each year tends to have at least one standout event that defines the narrative.

In 2026, we may be entering another major trend, potentially with a massive airdrop attached to it.

Polymarket, the largest prediction market in the world, has exploded in usage during 2025.

• Early in the year, according to DefiLlama data daily volume ranged between $10–15 million. Today, it’s closer to $100 million, with over 500,000 monthly active users. That kind of growth usually doesn’t go unrewarded.

Anyone who has actively used Polymarket could be in line for a meaningful airdrop in 2026.

🔵 Another potential airdrop is Base. It may not be as large as Polymarket’s, but it could still be very significant for early and active users.

Outside of airdrops, we expect privacy coins to remain a strong narrative. In particular, Monero continues to stand out, with long-term potential to move toward $1,000 per XMR in 2026.

Big trends create big opportunities so watch out for those!

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Ethereum Staking Hits Record Levels
Nearly 30% of all ETH is now locked in staking, as institutional players and ETFs continue to absorb supply while validator exits remain historically low.

Ripple Expands EU Payments Footprint
Ripple received early approval for a Luxembourg EMI license, strengthening its ability to offer regulated stablecoin and crypto payment services across the European Union.

South Korean Bank Explores Stablecoin Card Payments
KB Kookmin Card filed a patent for a system that lets users spend stablecoins through existing credit cards, blending blockchain payments with traditional card infrastructure.

Russia Moves to Open Crypto Trading to Retail Investors
Russia finalized a draft bill allowing non-qualified investors to buy crypto within limits, signaling a broader shift toward regulated retail participation in digital assets.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen – Crypto Ghost Town (14.01.2026 Summary)

Cowen argues this cycle has felt strange because retail never really showed up. Bitcoin held up thanks to institutions, but the rest of crypto looks empty because most people got burned, got bored, or both.

What he’s saying

• Crypto feels like a ghost town because retail interest has been falling since 2021 and never recovered, across Twitter and YouTube, not just one platform

• Bitcoin went up mainly because of institutions and ETFs, while most altcoins stayed weak and kept bleeding against BTC

• He’s skeptical about an “alt season” in 2026 because past alt seasons only happened when social interest was rising all year, and that is not happening now

• The biggest reason retail left is simple, terrible price action in alts for years, people don’t stick around when the market stops pumping

• The altcoin market also got diluted, far more tokens were launched while the pool of retail liquidity shrank, so capital gets spread thinner and rallies are weaker

• Cowen is blunt that meme coin culture and constant “influencer launches” trained people to expect scams, and once enough people learn that lesson, they leave entirely

• He thinks blaming the Fed only goes so far because stocks, gold, and silver have done well, crypto’s problem is more internal than people want to admit

• His bigger critique is that many altcoins don’t generate real value, they run circular token economies, which collapses when liquidity tightens

Takeaway

Cowen’s view is that crypto won’t get broad participation back until it offers more than hype. Bitcoin benefited from institutional demand, but the wider market needs real utility and fewer scam-driven narratives, otherwise altcoins keep struggling and retail stays away.

Paul Barron – Banks WIN!🔥Banning Stablecoin Yields!(14.01.2026 Summary)

Paul Barron breaks down the latest markup of the US Crypto Market Clarity Act, a bill meant to define how digital assets are regulated in the US. While he supports clearer rules, he argues the current version favors banks over crypto users.

What he’s saying

• The Clarity Act is designed to give regulatory clarity by assigning oversight to agencies like the SEC and CFTC and defining how crypto assets are treated

• In the latest draft, passive stablecoin yields are banned, meaning users cannot earn rewards just for holding stablecoins

• Barron sees this as a major win for banks, which can still earn yield on deposits while crypto users lose direct access to returns

• He believes this concession was made to secure bipartisan support, but warns it undermines one of crypto’s key advantages

• While self custody and some DeFi protections remain intact, he fears the yield ban sets a dangerous precedent

Takeaway

Barron’s core message is that clarity should not come at the expense of users. He argues that a bill which removes stablecoin yields risks shifting power back to banks and weakening crypto’s original promise, even if it passes into law.

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