Tanjiro Cripto

🚨 The crypto market crash is NOT a failure of the sector — it is a lack of liquidity in the USA, says Raoul Pal

The market lost US$ 250 billion in value over the weekend, but according to Raoul Pal (Global Macro Investor), the problem is not Bitcoin or the crypto sector.

👉 It’s macro. It’s liquidity.

🔹 The main point

If it were a problem exclusive to crypto, only BTC would fall.

But that’s not what happened.

📉 SaaS stocks plummeted along with Bitcoin

And the two have been moving practically in sync.

Why?

Because both are:

• long-duration assets

• dependent on future growth

• extremely sensitive to interest rates and liquidity

In other words: when the money dries up, the riskiest assets suffer first.

🔹 What drained the liquidity?

According to Pal:

🥇 The rise in gold drained marginal capital

🏛️ US government shutdowns

💸 Reverse Repo (RRP) practically empty

🏦 Treasury rebuilding cash (TGA)

Previously, the RRP offset this effect.

Now? The drain is direct on the system.

Result → less money circulating → less flow to crypto and tech.

🔹 And the Fed?

Some investors fear that the new Fed chair will be more hawkish.

But Pal disagrees:

👉 He believes that interest rates will fall

👉 Policy should be pro-liquidity

👉 Stimulus should return via banks

🔹 Conclusion

Narrative of “crypto is dead”? Probably an exaggeration.

The movement seems to be:

✅ macro

✅ temporary

✅ linked to global liquidity

Pal remains very optimistic for 2026.

👀 When liquidity returns, risk assets tend to react first — and strongly.

🚨 Giant of payment slips in Brazil launches stablecoin backed by Real (BRLN)

Núclea, the company responsible for 100% of the issuance of payment slips in Brazil, announced the launch of its own institutional stablecoin: BRLN, fully backed by reais.

The move marks the definitive entry of the company into the digital asset market and financial tokenization.

🔹 What is BRLN?

A stablecoin created for:

✅ Settlement

✅ Compensation

✅ Integration between tokenized assets

✅ Financial operations on blockchain with more efficiency and traceability

It was developed within the Núclea Chain, the company's permissioned network.

🔹 Numbers that catch attention

📊 + R$ 1 billion already tokenized since 2024

📑 Includes invoices and consortium quotas

🔹 Next steps

The architecture already foresees future integration with public networks, depending on the regulatory evolution of the Central Bank and market demand.

In other words: today institutional, tomorrow possibly connected to the broader crypto ecosystem.

🔹 Why does this matter?

👉 Brings traditional players of the financial system to the blockchain

👉 Strengthens the use of stablecoins in real infrastructure

👉 Accelerates tokenization in Brazil

👉 Brings banks and VASPs closer to the Web3 environment

According to the company, BRLN brings to the blockchain the same credibility and robustness that supports critical operations of the national financial system for decades.

The launch also happens amid the new regulatory framework of the Central Bank for VASPs.

👀 Another sign that stablecoins backed by local currencies are gaining space in the institutional market.

🚨 UAE buys 49% of World Liberty Financial for US$ 500M before Trump's inauguration

A fund backed by the United Arab Emirates quietly acquired 49% of World Liberty Financial (WLFI) for US$ 500 million, just days before Donald Trump's presidential inauguration.

According to the Wall Street Journal, the deal was not publicly disclosed at the time, raising concerns about transparency and potential political implications.

📌 What happened?

• Aryam Investment 1, backed by Sheikh Tahnoon bin Zayed (U.S. national security adviser), closed the deal in January 2025

• Payment: 50% upfront (~US$ 250M)

• About US$ 187M went to entities linked to the Trump family

• Aryam became the largest external shareholder of WLFI

👀 Change in control

After the deal:

• The Trump family's stake decreased significantly

• Aryam gained significant strategic influence

• The transaction only became public months later through documents

This raised questions about:

⚠️ Governance

⚠️ Delayed disclosure

⚠️ Possible conflict of interest

🌍 Geopolitical context

The timing coincided with:

• Improvement in U.S.–UAE relations

• Expansion of Emirati investment in AI + crypto

• Discussions about access to advanced chips and technological infrastructure

Executives linked to G42 (a UAE company focused on AI) also took seats on the board of WLFI.

Stablecoins & politics

WLFI was already on regulators' radar:

• Senators requested an investigation into token sales

• Allegations of purchases by sanctioned foreign actors

• Revenue structure directing a large portion of earnings to entities linked to Trump

➡️ This could create political and regulatory conflicts for the project.

💭 Summary:

A mega investment of US$ 500M, strong foreign influence, political connections, and crypto at the center of the strategy. WLFI is now under greater regulatory scrutiny.

🚀 Zilliqa $ZIL up 25% in 24h even with a weak market

While most cryptos have fallen, ZIL surprised and rose +25.45% in the last day. The movement drew attention for three main reasons:

📉 1. Price was very low → investors took advantage

ZIL had been falling sharply for months (a 68% drop this year).

When the price gets very low, many traders see it as an opportunity for cheap buying.

👉 Result: trading volume surged nearly 5x, showing many people entering the asset.

🔒 2. More tokens locked in staking

About 60% of ZIL coins are locked in staking on the new 2.0 network.

What does this change?

Fewer coins circulating in the market

Less selling pressure

Price rises more easily when demand increases

This also shows community confidence in the project.

💬 3. Project seen as "cheap" by the market

ZIL today is worth about US$ 104 million, much less than many competitors.

Some investors believe that:

👉 "If the project grows, the price could appreciate much more."

This attracts speculators looking for coins with strong upside potential.

⚠️ What to watch out for

If buying volume continues to come in, the rise may continue

If many people start sending coins to exchanges, selling and correction may occur

The region of US$ 0.005 is an important support

🧠 In summary

The rise of ZIL came from:

✅ Discounted price

✅ Fewer coins available

✅ Speculative interest

Now the challenge is to maintain the momentum to turn this jump into a stronger trend.

Do you think ZIL still has room to rise or has it run too much? 👀

🇯🇵 Animoca Japan + Rootstock want to bring Bitcoin to the cash of Japanese companies

Two major companies in the crypto sector, Animoca Brands Japan and RootstockLabs, announced a partnership to create tools that help companies in Japan use Bitcoin more actively.

Today, most companies only buy Bitcoin and leave it idle on their balance sheets.

The idea now is to go beyond merely holding.

👉 The plan is to help companies to:

• Use Bitcoin in daily financial activities

• Improve cash management

• Generate more efficiency with their assets

• Access financial solutions within the blockchain

💡 What changes in practice?

Instead of just "holding BTC," companies will be able to:

• move liquidity

• use BTC as collateral

• integrate with apps and digital services

• take advantage of the crypto ecosystem with more security

All using a network connected to Bitcoin itself, maintaining the security of the main network.

🏢 Why does this matter?

Institutional interest in Japan is growing rapidly.

Companies are seeing Bitcoin as:

✔️ a store of value

✔️ protection against inflation

✔️ a long-term strategic asset

An example is Metaplanet, which already has over 30,000 BTC in cash.

Now, the trend is not just to hold — but to make Bitcoin work.

🚀 Summary

• Partnership: Animoca Japan + RootstockLabs

• Objective: treasury tools in Bitcoin for companies

• Focus: active use, not just hold

• Clear sign of growing institutional adoption in Japan

If this trend continues, corporate use of BTC could further accelerate demand in the market.

🚀 $ZK rises +57% in 24h while the market falls – what is happening?

The ZKsync (ZK) token increased by 57% in the last 24 hours, even with the crypto market declining (-5%).

In the week, it has already accumulated +30%, but it is still negative in the last 3 months.

So... why this rise now?

👉 3 main reasons:

1️⃣ Support from Vitalik (creator of Ethereum)

Vitalik praised the technology of ZKsync and said it should be very important for the future of Ethereum.

When he speaks well of a project, the market tends to react strongly — and investors become more confident.

2️⃣ Focus on more modern versions

The team will end the old version (Lite) in 2026 to focus on the new, faster, and more efficient versions.

This shows organization and a focus on improving the project, which is seen as positive in the long term.

3️⃣ Recovery movement in price

The token was very “cheap” recently, and many traders took the opportunity to buy.

Result: strong buying pressure and explosion in price.

📊 What to observe now?

• If it stays above US$ 0.0339, it may continue rising

• Next target could be US$ 0.0479

• If it loses strength, it may return to US$ 0.025

The volume in the last 24h was high (US$ 829 million), showing that many people are watching.

⚠️ Summary:

The rise of ZK came from the combination of support from Vitalik + improvements in the project + purchases after a strong decline.

It's worth keeping an eye on the next few days to see if the movement continues or if it's just a quick spike.

🚀 $SYN sobe +67% in 24h while the market falls — what is happening?

While the crypto market fell -0.6%, Synapse (SYN) surged +67% in just one day.

The rise did not come out of nowhere. There are 3 main reasons behind the movement:

📌 1) The price broke through important levels

The token managed to break through price ranges that previously blocked the rise.

When this happens, many traders understand it as a signal of recovery and start buying — which further increases the momentum.

Additionally, trading volume exploded, showing strong buyer entry.

👉 Result: “snowball” effect on the rise.

☁️ 2) Partnership with Filecoin (the most important factor)

Synapse will integrate its technology with Filecoin Onchain Cloud, a decentralized data storage platform launching its mainnet in 2026.

In practice:

• more network usage

• more demand for the token

• possibility of reducing supply over time

This positions SYN as infrastructure for Web3, not just another speculative token.

👉 This is the type of news that can sustain growth in the medium/long term.

🔥 3) Social media and FOMO

A crypto influencer debunked negative rumors about the project, which excited retail investors.

With the price already heavily discounted after the drop of 2025, many people jumped in fearing they would “miss the rally.”

👉 This accelerates the rise but also increases the risk of volatility.

⚠️ What to watch for now?

After rising so quickly, it is common:

• small corrections

• profit taking

• strong fluctuations

The main point is to see if the price can maintain this new level.

If it holds → it could turn into a more solid recovery

If it falls quickly → it may have just been short-term hype

🧠 In summary

SYN rose due to:

✅ strong buying in the market

✅ real partnership with Filecoin

✅ enthusiasm on social media

A mix of fundamentals + speculation.

It’s worth keeping a close eye on the coming days.

🚨 Bitcoin drops to US$ 81 thousand and liquidates US$ 1.7 billion in 24h

The crypto market woke up under strong pressure.

The $BTC plummeted to US$ 81,058, its lowest price in 9 months, accumulating -35% since the historical peak of US$ 126 thousand. The drop triggered a domino effect of liquidations.

📉 Numbers of the day:

• US$ 1.68 billion liquidated

• 270 thousand traders wiped out

• 93% were leveraged long positions

• - US$ 200 billion evaporated from the crypto market cap

ETH also suffered, following the risk-off movement.

🌍 What is pressuring the market?

The macro scenario weighs:

⚠️ Military tensions in the Middle East

⚠️ US sending warships to Iran

⚠️ Trump announces new trade tariffs and national emergency

⚠️ Weak results from Microsoft hit tech stocks (-10%)

⚠️ Fear of correction in the AI sector

As a result, investors are reducing exposure to risk assets, including crypto.

🧠 And now?

BTC tests a critical support zone on the monthly chart.

If it breaks, it could increase volatility.

If it holds, it could turn into an accumulation area.

Some analysts believe the drop was exaggerated, with prices already close to attractive long-term levels.

👀 Stay alert to the macro + market liquidity.

Are you buying the dip or waiting for more decline?

🆃 ABC of Cryptos – Letter T: Tokenomics

Tokenomics is the study of how a token operates within a crypto project.

It answers essential questions such as:

🔢 How many tokens exist (total supply)?

🎯 What are they used for (utility)?

👥 Who owns the tokens (distribution)?

💡 Good tokenomics helps the project to be more:

Sustainable

Balanced

Fair to the community

⚠️ On the other hand, poorly planned tokenomics can lead to inflation, excessive concentration, or lack of incentives.

👉 Therefore, doing DYOR (Do Your Own Research) and analyzing the tokenomics is crucial before investing.

📘 Another piece of content from the ABC of Cryptos series.

Understanding the economy behind the token is as important as understanding the technology!

👉 Do you usually analyze the tokenomics before entering a project? 👇

🚀 USD1 reaches US$ 5 billion in market cap in less than 1 year

The stablecoin $USD1 , from World Liberty Financial (WLFI), surpassed US$ 5 billion in market value, becoming the 5th largest stablecoin in the world and entering the top 25 global crypto assets.

📈 Accelerated growth

USD1 even surpassed PayPal's PYUSD (~US$ 3.75B), showing strong institutional adoption and greater market use.

According to Donald Trump Jr., co-founder of the project, demand has been growing rapidly among institutional investors.

💡 More utility in the ecosystem

WLFI launched World Liberty Markets, a platform where users can:

• use USD1 as collateral

• take out loans in crypto

• increase liquidity in DeFi

The company also plans to expand into real-world assets (RWAs) backed by USD1.

🏦 Own bank plan

The subsidiary WLTC Holdings applied for a license from the U.S. regulator (OCC) to create a national bank focused on stablecoins — a move that could strengthen the token's credibility.

⚠️ Political pressure

The project faces regulatory criticism due to political ties with the Trump family and questions about DeFi partnerships, raising debates about compliance and security.

👀 Summary:

USD1 is growing fast, gaining market space and betting on integration with DeFi + traditional banking system — but with increased attention from the government.

Do you think USD1 can compete with $USDT and $USDC in the long term?

🔥 CZ under pressure: controversy over Binance listings returns to the center of the debate

The founder of Binance, Changpeng Zhao (CZ), is back in the spotlight after intense criticism on X regarding two points: his defense of buy-and-hold and the lack of transparency in the token listing process.

📌 What happened?

🔹 CZ commented that, over the years, few strategies outperform the simple "buy and hold" — an approach he himself uses.

🔹 The statement generated a strong reaction in the community, with many interpreting it as "holding any token."

🔹 CZ denied this and stated that there were coordinated attacks, with several accounts posting almost identical criticisms.

He reinforced:

Not every token is worth holding. Most projects fail — only a few survive in the long run.

📊 Debate about Binance listings

Critics also questioned the quality and criteria for Binance listings, calling for more transparency — something similar to Nasdaq standards.

Accusations include:

Random projects listed

Possible rugs

Lack of clear criteria (“black box”)

CZ countered:

👉 Exchanges are not “oracles”

👉 It is impossible to predict which projects will win

👉 Users should do their own research (DYOR)

He compared it to Nasdaq in the 90s: thousands of startups listed, few survived.

⚠️ FUD and extreme accusations

The controversy escalated to:

hashtags like #BoycottBinance

unfounded allegations of market manipulation

direct attacks on leadership

Even so, CZ continues to respond publicly, while co-CEO He Yi signals expansion and new hires.

🧠 The big question

Should Binance:

A) List more projects and let the market decide?

B) Or adopt stricter and more transparent criteria like traditional exchanges?

👀 The debate is far from over.

What is your opinion? Does Binance need more transparency or does the market already filter on its own?

🆂 ABC of Cryptos – Letter S: Satoshi Nakamoto

Satoshi Nakamoto is the name used by the mysterious creator of Bitcoin, launched in 2009.

To this day, no one knows if Satoshi is a person or a group — and their identity remains one of the greatest mysteries of the crypto world.

💡 What we know is that their idea was revolutionary:

Create decentralized digital money

Allow transactions without banks or intermediaries

Give more financial control to people

🌍 This innovation changed forever the way we think about money, property, and trust.

📘 More content from the ABC of Cryptos series.

Learning the history of Bitcoin is understanding the origin of the entire crypto ecosystem!

👉 Do you think that one day we will discover who Satoshi is? 👇

🚨 Gold and silver are stealing the hype from cryptos on social media

According to Santiment, discussions about gold $PAXG and silver have outpaced crypto for most of January. Retail investors have shifted their attention to precious metals after new all-time highs.

📊 Social data shows:

• Gold dominated conversations from January 8–18

• Crypto regained strength from January 19–22 (buy the dip)

• Silver returned to the top after hitting ATH

• Silver was also the most discussed topic at the beginning of the month

Analysts highlight that retail tends to jump between narratives (memecoins, AI, blue chips…), but is now even shifting sectors — going from crypto to metals and stocks.

⚠️ Important alert:

When the hype explodes, it can be a sign of a peak.

Recent example:

🥈 Silver rose above $117.70

➡️ fell to $102.70 in just 2 hours, right at the peak of FOMO.

📈 Google Trends (last 7 days):

• Crypto and Bitcoin still lead searches

• “best crypto”, “crypto price” and “Bitcoin price” among the most searched terms

• Interest in silver follows closely behind

💡 Conclusion: retail money is rotating quickly between narratives. Stay alert — hype peaks usually precede high volatility or corrections.

Do you think the flow will return strongly to crypto or will metals continue to dominate? 👇

🧱 What is a Layer-1 Blockchain? (and why does it matter in crypto?)

Layer-1 is the foundation of the blockchain.

It is the main network that:

✅ Records transactions

✅ Validates blocks

✅ Ensures security

✅ Maintains the immutable ledger

Basically: it is the “heart” of the crypto ecosystem. Everything is built on top of it.

Without Layer-1 → there are no tokens, DeFi, NFTs, or DApps.

⚙️ How does it work?

Every Layer-1 uses a consensus mechanism to validate transactions, such as:

🔹 PoW (Proof of Work) – Bitcoin

🔹 PoS (Proof of Stake) – Ethereum, Solana

🔹 DPoS – some networks focused on performance

This ensures security + decentralization.

🌍 Examples of Layer-1

🟠 Bitcoin (BTC) → P2P payments

🔵 Ethereum (ETH) → smart contracts + DeFi

🟣 Solana (SOL), BNB Chain, Avalanche → high speed and low fees

⚔️ Layer-1 vs Layer-2: what's the difference?

🧱 Layer-1 → the main blockchain (security + consensus)

⚡ Layer-2 → scaling solutions built on top (faster and cheaper)

Examples of L2: Arbitrum, Optimism, Lightning Network.

👉 L2 inherits the security of L1, but improves cost and speed.

📈 In summary:

Layer-1 = foundation

Layer-2 = performance turbo

Without L1, nothing exists. Without L2, scaling becomes expensive.

👀 Which Layer-1 do you use the most today: BTC, ETH, SOL, or BNB?

🚀 Ondo Global Markets now on Solana (SOL)! Tokenization of stocks arrives with strength to the ecosystem

Ondo Finance announced the expansion of Ondo Global Markets to the Solana blockchain, bringing over 200 tokenized stocks and ETFs from the USA on-chain for the first time on the network.

👉 But what does this mean?

Tokenization transforms real-world assets (stocks, ETFs, real estate, commodities) into tokens on the blockchain, allowing:

✅ Trading 24/7

✅ More accessible fractions

✅ Fewer barriers to entry

✅ Fast and cheap execution

With Solana, users can now trade:

📈 Growth stocks

🏦 Blue chips

🥇 Gold, silver, and commodity ETFs

📊 Broad market and sector ETFs

⚡ Leveraged long/short ETFs

🤖 Stocks linked to AI and electric vehicles

🔥 Important differential:

Ondo does not rely solely on on-chain liquidity pools. It directly connects to the liquidity of exchanges like NASDAQ and NYSE, allowing large trades with almost zero slippage and broker prices.

📊 Ecosystem numbers:

• 3.2M+ daily active users on Solana

• $450M+ in TVL

• $5.1B+ in accumulated volume

According to the team, the proposal is to bring "Wall Street liquidity to DeFi," increasingly bridging the traditional market with on-chain.

The tokenization of RWAs is consolidating as one of the biggest narratives of the cycle — and Solana is now entering this game strongly.

Would you trade tokenized stocks directly on the blockchain? 👀

🆁 ABC of Cryptos – Letter R: Real-World Assets (RWA)

Real-World Assets are real-world assets, such as houses, works of art, gold, or other physical goods.

Today, these assets can be connected to the crypto universe through tokenization, turning into tokens that exist on the blockchain.

🔗 What does this allow?

Transform physical goods into digital assets

Facilitate buying, selling, and transferring

Enable fractional ownership

More transparency and global accessibility

💡 It is the bridge between the traditional market and the blockchain, bringing real assets into the digital environment.

⚠️ Even though they are backed by physical assets, it is essential to understand the rules, risks, and structure of each project.

📘 Another piece of content from the ABC of Cryptos series.

Keep following to explore how the real world is connecting to the crypto universe!

👉 Would you invest in tokenized real assets? 👇

📉 Drop in stablecoins signals 'risk-off' mode — capital may be migrating to gold $PAXG

The stablecoin market shrank by $2.24 billion in the last 10 days, according to Santiment. This movement may indicate that investors are pulling money out of the crypto ecosystem, which tends to delay a market recovery.

👉 Instead of keeping capital in stablecoins to buy dips, many are:

• taking profits

• going back to fiat

• migrating to safer assets like gold and silver

Result? Precious metals hitting new highs, while BTC, altcoins, and stablecoins decline.

🛡️ Safety > Risk

According to Santiment:

when uncertainty increases, money flows into traditional stores of value, not into volatile markets like crypto.

📊 Recent performance comparison

• BTC fell from ~US$121,500 to below US$103,000 after massive liquidations

• Now trading near US$88,000

• Gold rose +20% and broke US$5,000

• Silver more than doubled in value

Interestingly, Tether bought 27 tons of gold (US$4.4 billion) just in the last quarter.

🔄 What could unlock the next rally?

Historically, the crypto market tends to rise again when:

✅ the supply of stablecoins stops declining

✅ and starts to grow again

This signals new capital coming in + renewed confidence.

Until then:

⚠️ altcoins tend to suffer more

⚠️ lower liquidity limits gains

⚠️ BTC usually holds up better, but also feels pressure

👀 Keep an eye on the capitalization of stablecoins — it could be the first sign of the next strong market movement.

🚀 $PUMP ready to explode? Chart pattern indicates possible breakout of +50%

The Pump.fun (PUMP), token of the Solana launchpad, is starting to attract attention in the market.

After a recent increase of +18%, the token has already accumulated almost +60% in the month. But the most interesting may still be to come…

Analyzing the daily chart, a strong bullish reversal pattern is forming.

📊 What does the chart show?

The PUMP is drawing a classic Inverted Head and Shoulders (IH&S) — one of the most reliable bullish patterns in technical analysis.

Structure:

• Left shoulder → ~$0.00247

• Head → ~$0.00167

• Right shoulder → ~$0.00225

• Resistance (neckline) → $0.003025

In addition:

✅ Recovered the 50-day moving average

✅ Dynamic support holding the price

✅ Consolidation just below the resistance

This price compression often precedes strong volatility movements.

🎯 Next important levels

👉 Confirmed breakout:

If it closes above $0.003025, it may validate the pattern.

📈 Technical target: $0.0046

Potential upside: ~+53%

👉 Rejection scenario:

It may continue to move sideways.

Important supports:

• $0.00236

• 50-day moving average

🧠 Conclusion

The PUMP is showing:

• Bullish structure

• Increasing momentum

• Pressure on resistance

If it breaks the neckline, it may start a new bullish leg.

It's worth keeping an eye on 👀

⚠️ This content is for informational purposes only and does not constitute financial advice. Do your own research (DYOR) before investing.