Syed Safi Ullah

Crypto News: Crypto Market Sell-Off Deepens as Trump Tariff Threats Trigger Global Risk-Off
AI Summary
Key takeaways
Rising US and Japanese bond yields signal mounting macro stress, dragging total crypto market cap 32% below its October 2025 peak.
#BTC and #ETH revisit two-week lows as investors de-risk amid tariff escalation fears.
Gold and silver outperform as markets rotate toward traditional safe havens.
The cryptocurrency market extended its sell-off on Tuesday as investors reacted to renewed tariff threats from US President Donald Trump, triggering a broader risk-off move across global markets.

Bitcoin and Ether fell back to their lowest levels in more than two weeks as crypto traders digested rising geopolitical tensions tied to Washington’s standoff with Europe over Greenland. The proposed tariffs — aimed at pressuring Denmark to reconsider control of the territory — have so far met firm resistance from European leaders, raising fears of a prolonged trade confrontation.
The risk aversion spread quickly across asset classes. The S&P 500 slid 1.9%, while gold surged to a fresh all-time high as investors sought safety. Total cryptocurrency market capitalization dropped to $2.71 trillion, down from nearly $3 trillion just one week earlier, according to market data.
Bond yields flash macro warning signals
Macro stress intensified as sovereign bond yields climbed sharply. The US five-year Treasury yield rose to its highest level in nearly six months — a move often associated with recession concerns or rising inflation expectations, as investors demand higher compensation to hold government debt.
Billionaire investor Ray Dalio warned that the global economy may be entering a “new phase of financial conflict,” telling CNBC that geopolitical disputes increasingly risk spilling beyond trade into capital flows and asset allocation decisions.
Dalio has previously cautioned that confidence in US assets — including the dollar — could weaken during periods of fiscal strain. While such narratives often support the long-term case for digital assets, precious metals have so far captured the inflows. Silver has climbed roughly 64% since December, lifting its market capitalization to around $5.3 trillion.
European Commission President Ursula von der Leyen added to market tension on Tuesday, stating that any EU response to US measures would be “unflinching, united, and proportional,” reinforcing concerns about broader economic spillovers.
Crypto market loses ground to global assets
Bitcoin currently ranks as the world’s eighth-largest tradable asset, with a market capitalization near $1.8 trillion. However, large corporates such as Saudi Aramco and Taiwan Semiconductor Manufacturing Company continue to narrow the gap.
Ether’s position appears more vulnerable. With a market value near $360 billion, ETH has slipped to roughly 42nd place globally, falling behind companies including Home Depot and Netflix.
Overall, the total cryptocurrency market capitalization remains about 32% below its October 2025 peak, underscoring the scale of the ongoing correction.
Japan bond shock adds to global contagion fears
Investor unease has also been amplified by developments in Japan. Yields on 20-year Japanese government bonds surged to record highs on Tuesday, reigniting concerns over fiscal sustainability in one of the world’s most indebted economies.
Japan’s public debt exceeds 200% of GDP, and speculation over a snap election — which could grant Prime Minister Sanae Takaichi a mandate to expand stimulus — has unsettled bond markets, according to the Financial Times.
TD Securities warned that the spike in Japanese yields has already spilled over into US, UK and Canadian bond markets, calling it a “warning sign” that global bond markets can reprice rapidly when fiscal credibility is questioned.
Bitcoin recovery hinges on geopolitics
With bond markets under strain and geopolitical tensions escalating, cryptocurrencies remain exposed to macro-driven volatility.
For now, Bitcoin’s ability to reclaim the $95,000 level — and Ether’s prospects of revisiting $3,300 — appear heavily dependent on whether President Trump can reach some form of compromise with European leaders during high-level talks scheduled this week.
Until clearer political or monetary signals emerge, analysts say crypto markets are likely to remain defensive, trading in reaction to global macro developments rather than internal fundamentals.

Crypto News Today: Why Bitcoin and Altcoins Are UpToday? (January 14)
AI Summary
Bitcoin and major altcoins extended their gains on January 14, as traders reacted to cooling U.S. inflation data and growing momentum behind the CLARITY Act, a long-awaited U.S. crypto market structure bill.
The combination of easing inflation pressure, shifting rate expectations, and improving regulatory clarity helped lift risk appetite across digital assets, pushing Bitcoin above $95,000 and triggering sharp moves across select altcoins.
Market snapshot (Jan. 14)
Bitcoin traded above $95,500, extending a three-day advance
Ethereum held firm above $3,300
Total crypto market cap rose toward $3.25 trillion
Crypto Fear & Greed Index climbed into the mid-40s, still neutral but improving
Cooling U.S. inflation boosts risk assets
A key catalyst for the rally was the latest U.S. Consumer Price Index (CPI) report, which reinforced expectations that inflation pressures continue to ease.
Headline CPI: 2.7% year-over-year (unchanged)
Core CPI: 2.6%, down from 2.7%
Monthly CPI: 0.3% for both headline and core, in line with forecasts
The data suggested that recent tariff measures have not materially reaccelerated inflation, while falling gasoline prices and easing mortgage rates point to further moderation ahead.
Lower inflation strengthens the case for Federal Reserve rate cuts later in 2026, a backdrop that has historically supported risk assets, including cryptocurrencies.
Gold also rallied alongside Bitcoin, underscoring continued demand for inflation hedges even as price pressures soften.
CLARITY Act progress lifts regulatory sentiment
Crypto prices also drew support from developments in Washington, where lawmakers advanced the Digital Asset Market Clarity Act of 2025, commonly referred to as the CLARITY Act.
The bill aims to:
Clarify the regulatory split between the#SEC and #CFTF
Place most non-security digital assets under CFTC oversight
Reduce uncertainty around token issuance and secondary market trading
The Senate Banking Committee published the bill text, with markup scheduled later this week before it advances toward a full Senate vote.
For market participants, the move signals a potential shift away from regulation-by-enforcement toward a more predictable framework — a long-standing demand from institutional investors.
Bitcoin pushes higher as positioning improves
Bitcoin climbed above $95,000, breaking out of its recent consolidation range as futures open interest rose above $138 billion.
BTC has traded within a broad $88,500–$95,500 range over the past week
Sustained strength above $94,000–$95,000 could open the door toward $98,000–$100,000
Key downside support remains near $91,000, followed by $89,800
Despite the breakout, trading volumes remain moderate, suggesting the move is driven more by positioning shifts and macro relief than speculative excess.
Altcoins diverge as capital rotates
Altcoin performance was mixed but active:
Gainers
Monero (XMR) surged sharply amid renewed privacy-coin interest
Dash (DASH) posted outsized gains on speculative momentum
Select mid-cap tokens outperformed on rotation flows
Lagging majors
#XRP underperformed after strong early-year gains
Dogecoin ( DOGE ) and Cardano (ADA) remained under pressure on a weekly basis
This dispersion reflects a market still in rotation mode, rather than a broad-based altcoin season.
#ETF flows remain constructive
U.S. spot Bitcoin ETFs recorded fresh net inflows, reinforcing institutional participation even as price volatility persists.
BTC ETF cumulative inflows continued to climb
ETH spot ETFs posted modest but positive net flows
ETF ownership now represents a meaningful share of circulating supply
Flows remain uneven across issuers, but overall demand continues to act as a structural support for the market.
Sentiment improves, but caution remains
Crypto sentiment has lifted from late-2025 lows but remains far from euphoric.
Fear & Greed Index: ~45 (neutral)
Traders remain cautious after November’s sharp sell-off
Positioning suggests accumulation rather than leverage-driven chasing
This restraint may help reduce downside volatility, even as upside momentum builds.
What traders are watching next
Key near-term catalysts include:
Further U.S. inflation and labor market data
Federal Reserve guidance on rate timing
Senate progress on the CLARITY Act
Whether Bitcoin can hold above $95,000 on daily closes
For now, the rally reflects a macro relief move supported by improving regulatory signals — not a full risk-on surge, but a meaningful shift from defensive positioning.
Bitcoin and altcoins are rising today as cooling inflation, rate-cut expectations, and regulatory progress converge. While volumes remain controlled and sentiment neutral, the market is responding positively to clearer macro and policy signals — a setup that could support further upside if momentum holds.