JPMorgan notes a clear positioning divergence: 🔹 Bitcoin futures: Oversold 🔸 Gold & Silver futures: Overbought Since August, retail capital has rotated from BTC into precious metals. JPMorgan’s long-term gold outlook: $8,000–$8,500/oz, driven by private & central bank

U.S. House Speaker Johnson says he’s confident there are enough votes to end the partial government shutdown by Tuesday. Markets are watching closely - confirmation could reduce near-term political risk and support stability across risk assets.

Hong Hao on the recent gold & silver sell-off The sharp decline was not structural, but driven by CME margin rule adjustments, triggering stop-losses, margin calls, and short-term liquidity stress - similar to March 2020 dynamics. Long-term fundamentals remain intact.

Trump jokes about suing the Fed Chair. According to PANews, President Donald Trump quipped that he might sue newly appointed Fed Chair Kevin Walsh if rates aren’t cut, just one day after announcing Walsh’s appointment. Comment shared by Nick Timiraos on X highlighting Trump’s

Japan’s bond market is turning into a volatility trigger. According to NS3.AI, surging long-term JGB yields are breaking the long-held low-volatility regime, driving higher yen volatility and forcing rapid deleveraging across markets. Leverage-heavy assets like

📊 U.S. January ADP Jobs Report: Sector Split Widens Key takeaways (via Jin10): • 🏥 Healthcare remains the main job growth engine • 💼 Financial activities: +14K • 🏗 Construction: +9K • 🚚 Trade/Transport/Utilities: +4K • 🎭 Leisure & Hospitality: +4K Declines: • 🧑‍💼

Bhutan Government BTC Transfer Spotted Bhutan government moved 184 BTC (~$14.1M) to a new wallet Raises speculation of a CEX deposit or OTC transaction Government wallet movements often impact short-term supply and market sentiment 👀 What to watch Further transfers to known

📉 Bearish Bets on Bitcoin Surge Leveraged ETFs designed to profit from Bitcoin price declines have hit record levels, according to NS3.AI. This spike comes alongside heavy downside pressure on BTC-related equities. 🔍 What it signals: Growing use of

🚨 NASDAQ-listed Tien Ruixiang (TIRX) Plans Major Bitcoin Deal Tien Ruixiang Holdings announced plans to acquire $1.1B worth of Bitcoin (15,000 BTC) via a share swap, according to NS3.AI. Key details: 🤝 BTC purchased from a global digital asset investor 🧠

🚨 Breaking Michael Saylor is reportedly set to buy more Bitcoin tomorrow, according to Crypto Rover. As MicroStrategy’s co-founder and one of Bitcoin’s most vocal supporters, Saylor continues to double down on BTC as a long-term inflation hedge. His moves often have a

🚀 Hey everyone! Quick update from VAYLA @vaylamanager (Market News Focus) VAYLA News is the latest market news in crypto, Web3, and entertainment. We'll cover trends, price movements, and industry insights. VAYLA (Official VAYLA Account) The official VAYLA hub!

Another founding member exits xAI. Co-founder Tony Wu is leaving the company, adding to leadership changes at Elon Musk’s AI venture.

U.S. jobs surprise to the upside. ▸ +130K jobs added in January (vs ~75K expected) ▸ Unemployment: 4.3% (down from 4.4%) ▸ Strongest hiring month since Dec 2024 Labor market shows signs of stabilization, not reacceleration-yet.

U.S. service inflation sends mixed signals. ▸ “Super core” services (ex-housing) +0.56% MoM — biggest jump since Jan last year ▸ But YoY slows to 2.67%, the lowest since Mar 2021 ▸ Core CPI YoY falls from 2.6% → 2.5% Monthly noise, annual disinflation trend intact.

White House discusses banning interest on idle stablecoin balances. According to NS3.AI, enforcement would involve the Securities and Exchange Commission, U.S. Treasury Department, and Commodity Futures Trading Commission, signaling tighter regulatory scrutiny.

Retail is accumulating. Whales are still distributing. ▸ Wallets <0.1 BTC now hold their largest supply share since mid-2024 ▸ Large holders (10–10,000 BTC) have reduced positions since October ▸ Result: choppy, fragile price action around the mid-$60Ks Retail can hold the