btcdownfall

The Great Stagnation: Why Bitcoin’s Recovery Failed to Hold in January 2026
The first month of 2026 was supposed to be the "Great Breakout" for Bitcoin. After a volatile 2025, bulls were eyeing the psychological $100,000 milestone with growing confidence. However, as of January 25, 2026, the market finds itself in a state of "fragile equilibrium." The recovery that briefly teased $98,000 has stalled, leaving Bitcoin trapped in a stubborn range between $85,000 and $94,000.

What exactly went wrong? The answer lies in a combination of structural selling pressure, geopolitical volatility, and a "ghost town" derivatives market.
1. The $98,000 Rejection: A Wall of Institutional Supply
In mid-January, Bitcoin made a spirited run toward $98,000, fueled by massive spot ETF inflows—reaching nearly $760 million in a single day. However, this rally met a dense "supply overhang."

The Breakeven Exit: Investors who accumulated Bitcoin during the 2025 highs (above $100k) used this recovery as an opportunity to exit at breakeven.The Cost-Basis Barrier: Short-term holders (STH) have a current cost basis near $98,400. Every time the price approaches this level, it triggers automatic distribution (selling) from participants prioritized on capital preservation rather than long-term conviction.
2. The "Greenland Effect" and Tariff Turmoil
Geopolitical tensions played a surprisingly direct role in capping the rally. The market was rattled by U.S. President Trump’s threat to impose 10% to 25% tariffs on European countries over the Greenland sovereignty standoff.

Risk-Off Rotation: On January 20, as the tariff threat intensified, the S&P 500 slid 1.9%, and investors fled to traditional safe havens like gold and silver, which both hit all-time highs.The Pivot: Although the tariff threat was recently suspended following a "framework deal" at Davos, the damage to market sentiment was already done. Bitcoin failed to act as a "digital gold" during the peak of the tension, instead behaving like a high-beta risk asset that sold off alongside tech stocks.
3. Market Structure: The "Ghost Town" Profile
Perhaps the most concerning trend in late January 2026 is the lack of "directional conviction" in the derivatives market.
Low Engagement: Open interest in Bitcoin has dropped to approximately $27.9 billion, down significantly from the start of the year. Analysts at Glassnode describe this as a "ghost town" environment where speculative interest is muted.The Correlation Trap: Bitcoin’s correlation with the U.S. Dollar Index (DXY) has climbed above 0.5. Traditionally, Bitcoin moves inversely to the dollar. This renewed positive correlation suggests that investors are currently reducing exposure to both the dollar and crypto in favor of alternative asset classes.
4. Technical Outlook: The "Neutral Zone"
Technically, the market has shifted from a bearish bias to a prevailing neutral stance.
Support: The $85,000–$88,000 zone is acting as the primary floor. As long as this holds, the long-term bullish structure remains intact.Resistance: The $94,700 level (the 0.236 Fibonacci retracement) is the immediate hurdle. Until Bitcoin can secure a weekly close above this mark, any upward movement is viewed as a "short-term reaction" rather than a lasting recovery.
Conclusion: Patience Over Impulse
The current environment is "penalizing impulsive action." For Bitcoin to decisively break the $100,000 barrier, it will require more than just ETF inflows; it needs a resurgence in retail volume and a clear decoupling from the macro-economic fears currently weighing on the global markets $BTC
#GoldSilverAtRecordHighs #BTC #btcdownfall #Tariff

🔐今日の市場の状況は、よく知られたパターンを反映しています—ボラティリティ、迅速な反応、感情的な取引。しかし、業界が成熟するにつれて、会話はファンダメンタルズに移行しています。今日の市場アップデートで浮上している最も強力なテーマの一つは、規制に合致したプライバシーの必要性の高まりです。これこそが、@Dusk が際立つ理由です。
従来のパブリックブロックチェーンはすべての取引データを公開しており、規制された環境での使用を制限しています。ダスクネットワークは、選択的開示を可能にすることでこれを解決し、敏感な情報がプライベートに保たれながらも法的およびコンプライアンス要件を満たすことを可能にします。このアプローチは、準拠したDeFi、機関投資家の取引、トークン化された資産などの実際の金融ユースケースへの扉を開きます。

$BTC Today, January 19, 2026, Bitcoin (BTC) is experiencing a sharp sell-off, dropping roughly 2.5% to 3.6% to trade around the $92,000 – $93,000 range. This follows a period of strength where it hit a two-month high of $98,000 just last week.
Key Drivers of Today’s Price Action
Geopolitical Tensions (Greenland & Tariffs): The primary catalyst is a sudden spike in global risk aversion. President Trump announced a 10% tariff on eight European countries (including France, Germany, and the UK) as part of a bid to purchase Greenland. This has sparked fears of a significant trade war, causing investors to rotate out of "risk-on" assets like crypto and into safe havens like gold.
Massive Liquidations: The price drop triggered a wave of forced liquidations. Over $800 million in leveraged long positions were wiped out in the last 24 hours, accelerating the downward move.
Regulatory Delays: Sentiment was further dampened by news that the U.S. Senate delayed a key crypto market-structure bill (the CLARITY Act) following objections from industry leaders like Coinbase.
Market Snapshot
Support Levels: Analysts are closely watching the $90,000 mark. If Bitcoin fails to hold this, the next major support zone is estimated between $87,000 and $88,000.
Institutional Silver Lining: Despite the price drop, institutional interest remains high. Spot Bitcoin ETFs saw record net inflows of over $1.4 billion last week, suggesting that long-term "whales" may be using this dip as a buying opportunity.

暗号通貨市場は過去24時間で急激な下落を経験し、主要なデジタル資産の大多数が赤字で取引されています。主要な暗号通貨であるビットコイン（BTC）は3.22%下落し、$117,774.33（₨33,319,535.70）で取引されています。一方、イーサリアム（ETH）は4.47%下落し、$4,525.31（₨1,280,255.45）です。バイナンスコイン（BNB）は1.17%の穏やかな減少を記録し、$832.84（₨235,618.76）で落ち着いています。
アルトコインも重要な損失を見ました。ソラナ（SOL）は3.50%下落し、$192.88（₨54,567.68）、リップル（XRP）は6.39%下落し、$3.0626（₨866.44）、そしてドージコイン（DOGE）は8.40%の急落を受けて$0.22267（₨62.99）になりました。カルダノ（ADA）は、上場トークンの中で唯一の上昇者として際立ち、2.82%上昇して$0.8999（₨254.59）になりました。