Powell Holds the Line

DAILY MARKET OVERVIEW

Looking for the Floor

👋 Hey, Crypto Enthusiasts! The Fed just clipped Bitcoin's wings even harder.

Jerome Powell announced the Federal Reserve is pausing rate cuts after lowering rates by 75 basis points over the past three meetings. Bitcoin is hovering around $85,000 and the dream of more rate cuts fueling the next leg up just got pushed further down the road.

Powell's statement was clear.

• While job gains remain low and unemployment has stabilized, inflation is still elevated.

• The current policy stance is appropriate for now. Translation: no rate cuts today, and probably not anytime soon.

Here's the bigger picture. As metals continue to go up Gold is now sitting at $35 trillion+ in market cap. Silver is at $6 trillion. Bitcoin? Just $1.7 trillion. That's actually bullish long term because all assets are valued relative to their peers. When gold's market doubles, Bitcoin's potential target just got way bigger.

Gold's parabolic run is creating the roadmap for what Bitcoin could do when its turn comes. The problem is timing. Bitcoin still needs to find its footing. Right now, the path of least resistance is still down.

The catalyst everyone's waiting for doesn't need to be news. Bitcoin just needs to get cheap enough that buying becomes a no-brainer. That likely happens between $60k- $70k levels.

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SOCIAL SENTIMENT

Someone Just Bought 10% of Chainlink

Researcher LinkBoi claims a single entity accumulated ~100M LINK between Aug 2025 and Jan 2026, roughly 10% of total supply, worth over $1B.

• Evidence points to 48 wallets with near-identical balances, created within months of each other, all sourcing LINK from the same Coinbase hot wallet and following identical transaction patterns.

The accumulation happened during and after the Oct 10 crash, when panic selling flooded exchanges. Price barely moved, suggesting the buyer absorbed excess liquidity without impacting market structure. Most wallets were created in Oct and Nov, matching a sharp drop in exchange balances.

This wasn’t retail. Chainlink Labs is unlikely given known holdings. Plausible candidates include BlackRock or JPMorgan, both deeply tied to Chainlink infrastructure. The final wallet appeared Nov 20, two days before SWIFT rolled out ISO 20022 integration.

Overall this looks like strategic, institutional positioning ahead of Chainlink becoming core infrastructure. Quietly locking up ~10% of supply matters, even in a bear market.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Hang Seng Launches Gold ETF With Tokenized Ethereum Units
Hang Seng introduced a gold ETF featuring an Ethereum-based tokenized share class, blending traditional commodity investing with onchain fund infrastructure.

Russia Plans Crypto Regulation Allowing Retail Trading
Russia is set to roll out a comprehensive crypto framework, granting limited retail access while formalizing rules for trading, mining, and stablecoins.

SEC Confirms Tokenized Securities Fall Under Existing Laws
The SEC clarified that tokenized securities remain subject to federal securities rules, reinforcing regulatory oversight as tokenized stocks gain traction.

White House to Host Bank and Crypto Talks on Stablecoin Rewards
US officials will bring banks and crypto firms together to address stablecoin rewards, a key issue slowing progress on digital asset legislation.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Coin Bureau – Is Your Crypto DEAD (Here's How To Tell) (29.01.2026 Summary)

In this video, Guy from Coin Bureau breaks down how to tell whether an altcoin is truly dead or just temporarily inactive. Using recent market data, he explains why most tokens never recover and how investors can spot the warning signs early.

Key points

• More than 11.6 million cryptocurrencies went to zero last year, representing the majority of all crypto failures since 2021.

• Most of these deaths were driven by heavy leverage liquidations, thin liquidity, and the explosion of low-effort meme tokens.

• A major red flag is collapsing trading volume. Tokens with no trades for days or weeks usually have no real market left.

• Delistings from major exchanges often act as a final blow by removing the last meaningful liquidity.

• Rug pulls leave tokens technically alive on-chain but with no extractable value.

• Low prices alone do not signal opportunity. Liquidity depth and volume quality matter far more.

• Accumulation and distribution can look similar on price charts, but volume reveals whether buyers are actually stepping in.

• Solana’s recovery in 2023 is used as an example of a rare case where market structure flipped back to bullish after a near-death phase.

Takeaway
Guy’s message is clear: most altcoins do not recover. Hope is not a strategy. Liquidity, volume, and market structure matter far more than narratives, and recognizing a dead asset early can save capital for better opportunities.

Paul Barron – Gov Wants "Kill Switch" on Crypto!? (29.01.2026 Summary)

In this video, Paul Barron explains why the upcoming vote around the Clarity Act could be a major turning point for crypto markets. He connects regulatory pressure, banking pushback, and the rapid rise of tokenized stocks and real-world assets.

Key points

• The Clarity Act is facing heavy resistance in the Senate, with banks and lobby groups pushing back due to concerns around stablecoin yield and loss of control.

• Barron highlights alleged insider trading by politicians tied to major banks, suggesting strong incentives to delay or weaken pro-crypto legislation.

• A controversial provision discussed by policy researchers is a potential “kill switch” for crypto, which could allow authorities to halt DeFi activity under certain conditions.

• He argues that increased regulation and control would likely push users further into decentralized platforms rather than back to traditional finance.

• At the same time, tokenized stocks are accelerating. DTCC is moving toward issuing tokenized equities, signaling that traditional market infrastructure is going on-chain.

• Platforms like Jupiter, Ondo, and Solana are already seeing strong growth in tokenized stocks and RWAs, with billions in value moving into these ecosystems.

• Barron believes Ethereum stands to benefit the most if tokenized securities gain regulatory clarity, as much of this activity would settle on-chain.

Takeaway
Barron’s view is that attempts to control crypto could backfire. While regulators and banks push for more oversight, tokenized stocks, RWAs, and DeFi are advancing quickly, potentially driving capital and innovation further onto public blockchains.

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