π ETF FLOWS: BTC, and SOL spot ETFs saw net inflows on Feb. 2, while ETH and XRP spot ETFs saw net outflows.
BTC: $561.89M
ETH: - $2.86M
SOL: $5.58M
XRP: - $404.69K
π Despite the broader market bleeding and Bitcoin ETFs finally catching a decent inflow day at over $560M, it's telling that ETH continues its slow drip of outflowsβeven if it's just $2.86M today. Meanwhile SOL quietly picks up another $5.5M like itβs no big deal. Institutions seem to be rotating hard: BTC gets the safe-haven bid, SOL gets the growth narrative play, and ETH/XRP are left holding the bag in this risk-off environment.
π Crypto Fear and Greed Index drops to "Extreme Fear" at 14, down from 20 last week
π History repeats itself. When the Fear and Greed Index hits 14, the 'weak hands' panic sell while the 'smart money' starts accumulating. Being fearful when others are greedy and greedy when others are fearful is the ultimate golden rule. This is just a massive discount for long-term believers
π According to Polymarket, Democrats currently have an 81% chance to win the midterms
π Trump's been crystal clear on this for weeks now β he straight-up told House Republicans at their retreat: "You gotta win the midterms, because if we don't win the midterms, they'll find a reason to impeach me. I'll get impeached." He's framing the entire 2026 election as a personal survival fight, saying Democrats are "meaner" and will invent anything to go after him again
π Binance founder Changpeng Zhao dismissed accusations that the exchange caused last Octoberβs crypto market crash, calling the claims βfar-fetchedβ during a live AMA session
π The same people screaming βBinance caused the crashβ are usually the ones who were 20Γ long at the top yelling βto the moonβ two days before. Then when margin calls hit and everything cascades, suddenly itβs not their greed + 100Γ leverage, itβs CZβs fault. Classic responsibility diffusion. If Binance really wanted to crash the market they couldβve done far worse things than whatever theyβre being accused of last October
π President Trump says he will be announcing the new Fed Chair tomorrow morning.
π Finally some clarity on the Fed succession! Trump has been teasing this for weeks, and now tomorrow morning we get the name. My bet is still on Kevin Warsh β former Fed insider, knows the system inside out, but also willing to challenge the status quo. This could signal Trump wants more control over monetary policy without actually saying it.
Markets are already pricing in a more hawkish tone. Jerome Powell era officially entering its final chapter. Interesting times ahead for sure
π Coinbase CEO Brian Armstrong says Coinbase signed up for the TrumpAccounts program, matching the $1K US Treasury contribution for eligible employee children.
βHopefully we can pay the $1K in Bitcoin.β
π This is actually brilliant. By matching the $1K and pushing to deliver it in Bitcoin, Brian is quietly turning a government program into an early Bitcoin adoption vehicle for the next generation. Imagine kids growing up with BTC in their name from birth β talk about long-term compounding and changing the financial literacy game. Coinbase isn't just participating; they're strategically onboarding future holders. If the Treasury ever allows it, this could be the spark that normalizes Bitcoin as a savings asset for families
π Tether is now the largest known gold hoarder outside banks and nation states, with over 140 tons worth around $23B stored in a Swiss nuclear bunker, per Bloomberg
π It is fascinating to see Tether evolving into a global financial powerhouse. By securing over 140 tons of gold in a Swiss nuclear bunker, they are effectively bridging the gap between traditional safe-haven assets and digital liquidity. This move not only strengthens USDTβs backing but also positions Tether as a major institutional player that rivals the reserves of some smaller nation-states. Itβs a bold statement on long-term stability in an often volatile market
π ETF FLOWS: BTC, ETH, SOL and XRP spot ETFs saw net inflows on Jan. 26 :
BTC: $6.84M
ETH: $116.99M
SOL: $2.46M
XRP: $7.76M
π ETH is absolutely carrying the entire ETF narrative right now. $117M inflows after four straight days of outflows? That's not just recovery, that's institutions doubling down hard on the most battle-tested smart contract platform. Meanwhile BTC barely scrapes $6.8M to end its bleed β feels like everyone's rotating into ETH for the yield + narrative combo. SOL and XRP chipping in small but positive numbers is nice seasoning, but today belongs to Ethereum. Bullish af if this keeps up
π Vitalik Buterin reverses his 2017 stance on blockchain self-sovereignty, now says ZK-SNARKs enable personal verification without full transaction replay.
He emphasizes self-verification must remain as fallback against centralization.
π This is why Ethereum stays ahead. Not being afraid to admit "I was wrong" when tech improves. ZK proofs turn the old "impossible for normies" into "possible but optional". Based move Vitalik
π $9.5B in shorts will be liquidated if Bitcoin can reclaim $100K
π Technicals screaming: weekly RSI curling up from oversold, MACD histogram expanding green, volume profile showing thin resistance above $100K. Add the $9.5B short bomb on top and itβs a recipe for melt-up. Only real risk is if BTC dumps hard on macro (rate hike surprise or something), but right now the path of least resistance is straight up
π CZ says he has a strong feeling Bitcoin could enter a βsupercycleβ in 2026
π Honestly, if CZ is saying this with such conviction right after everything he's been through, it carries real weight. The traditional 4-year halving cycle has been the gospel for so long, but 2025β2026 feels genuinely different: spot ETFs are seeing massive sustained inflows, nation-states are stacking sats quietly, and for the first time we have a U.S. administration that is openly crypto-friendly instead of hostile.
A supercycle doesn't necessarily mean endless parabolic up only β it could mean much higher highs with shallower corrections and longer accumulation phases. If Bitcoin manages to break the 4-year pattern this time, 2026 could be remembered as the year crypto truly graduated from "speculative asset" to "global reserve asset contender"
π Vitalik says 2026 is the year to "take back lost ground in computing self-sovereignty.β
He adds that "sending all your data to third party centralized services is unnecessary."
π For over a decade we've been conditioned to accept that "convenience" means handing over every byte of our digital lives to mega-corporations who monetize our every click, like, and whisper. 2026 as the turning point for computing self-sovereignty isn't just optimism β it's a realistic deadline now that the tooling (zero-knowledge proofs, decentralized identity, local-first apps, end-to-end encrypted everything) has finally matured enough to be usable by normal people. The era of "upload everything to the cloud or you're a luddite" is ending. Sovereignty isn't about going off-grid; it's about having real choice
π Polymarket traders are pricing a 98% probability that the Fed leaves rates unchanged at its January meeting
π That's not a prediction anymore, that's basically a lock. After the December cut, the data hasn't been disastrous enough to force another immediate move, and with incoming tariff talks + sticky services inflation, Powell & co. are clearly in wait-and-see mode. Buckle up for a boring FOMC statement lol
π Gold reaches new all-time high of $4,860. This is absolutely insane!
π Gold blasting through $4,860 in January 2026 feels like the market is screaming that trust in fiat currencies and geopolitical stability is evaporating fast. With Trump pushing for Greenland, EU-US trade war threats back on the table, central banks hoarding, and inflation fears never really going awayβ¦ this isnβt just a rally anymore β itβs a paradigm shift.
Anyone still sitting on cash or bonds instead of physical gold/ miners is basically betting against history at this point. What a time to be alive
π Brian Armstrong to meet global leaders at WEF to discuss market structure and tokenization
π Brian Armstrong taking the crypto conversation straight to the heart of global power at Davos is exactly what the industry needs right now. While governments and traditional finance are still debating whether crypto should exist, he's already discussing how tokenization can modernize outdated market infrastructure and bring high-quality investments to the people who are currently locked out.
The focus on fair market structure legislation + real-world asset tokenization could be the bridge that finally connects TradFi and DeFi without one side completely dominating the other. If he manages to get major bank CEOs and policymakers aligned on a level playing field for stablecoins too, 2026 might actually be the year crypto regulation turns from obstacle to accelerator
π Coinbase CEO Brian Armstrong said live on Fox News that major banks are attempting to undermine the presidentβs crypto agenda
π Brian Armstrong is spot on here. For years, traditional banks have enjoyed near-monopolistic privileges, paying next to nothing on deposits while charging ridiculous fees everywhere else. Now that crypto and stablecoins are finally giving everyday Americans the chance to earn real yield (like 4-5% on USDC), the big banks are panicking and lobbying hard to kill it through backdoor legislation
This isnβt about protecting consumersβit's pure regulatory capture to eliminate competition. Trumpβs pro-crypto stance is one of the few things actually disrupting the old financial cartel. We need to keep the pressure on Congress to stop this sabotage
ΩΨ§Ψ±Ψ³Ϋ:
π Coinbase CEO Brian Armstrong says the US is "missing the forest through the trees" on stablecoin yields
"Rewards on stablecoins will not change lending one bit - but it does have a big impact on whether US stablecoins are competitive"
π Brian Armstrong hits the nail on the head. By over-regulating or restricting yields on US-backed stablecoins, the US risks pushing capital toward offshore entities. If American stablecoins can't offer competitive rewards, users will naturally migrate to international alternatives that do. Itβs not about changing the nature of lending; itβs about maintaining the USD's dominance in the digital asset space. We need a regulatory framework that encourages innovation rather than stifling it
π ETF FLOWS: ETH, SOL and XRP spot ETFs saw net inflows on Jan. 6, while BTC spot ETFs saw net outflows
β’BTC: - $243.24M
BlackRock: +$231.89m
Fidelity: β$312.24m
β’ETH: $114.74M
β’SOL: $9.22M
β’XRP: $19.12M
π Interesting divergence in the market today. While BTC spot ETFs faced significant net outflows of over $243M, weβre seeing a clear appetite for top-tier altcoins.
ETH leading with $114M inflows, followed by SOL and XRP, suggests that investors might be diversifying their portfolios or rotating profits into ecosystems with higher perceived short-term growth potential
π Bitmine stakes another 186,336 ETH worth $604.5M, bringing its total staked Ethereum to 779,488 ETH valued at $2.52B
π Bitmine is becoming a heavyweight validator in the ecosystem. By bringing their total staked amount to nearly 780k ETH, they are significantly contributing to the network's security while simultaneously removing a huge chunk of liquidity from the open market. This level of institutional commitment is exactly what Ethereum needs to solidify its position as the leading smart contract platform