Santiment Re-poster

🤔 As we draft this update, Bitcoin has successfully moved back up to $89.3K. This brings up the question of what we should expect to happen now.

The Ethereum network has established a new industry record, with the number of non-empty wallets rising above 175.5M. This total surpasses that of any other cryptocurrency. As the market navigates a sideways trend, the demand for staking remains high, which suggests that the supply available on exchanges will continue to decline.

Below are the top 10 AI & Big Data projects in the crypto space, sorted by development progress. The directional arrows provided indicate how the ranking for each project has shifted since the last time we updated:

➡️ 1) @filecoin $FIL 🥇
➡️ 2) @chainlink $LINK 🥈
➡️ 3) @dfinity $ICP 🥉
➡️ 4) @nearprotocol $NEAR
➡️ 5) @oasisprotocol $ROSE
➡️ 6) @livepeer $LPT
📈 7) @swarms_corp $SWARMS
➡️ 8) @graphprotocol $GRT
📈 9) @runonflux $FLUX
📈 10) @aleph_im $ALEPH

You can learn more about how @santimentfeed filters essential github activity data from various project repositories by reading our methodology. Understanding this process is highly advantageous for crypto trading: https://t.co/hPpga2LHWZ

Please bookmark our AI & Big Data watchlist to gain visibility on trends that others in the crypto world might overlook:

💸 Rather than treating stablecoins merely as idle safe havens, consider the valuable market intelligence they provide. Observing the accumulation or distribution patterns of dollar-pegged assets by large holders often reveals significant trading opportunities. Our newest article details how our dashboard utilizes metrics like exchange supply and changes in market capitalization to signal upcoming trends in the crypto space. Learn how to anticipate the next major market shift by reading the full breakdown below. 💭

https://app.santiment.net/insights/read/a-stable-mind-in-a-wild-market-reading-crypto-s-signals-through-stablecoins-10494?utm_source=x&utm_medium=post&utm_campaign=x_stable_mind_in_a_wild_market_b_012626?fpr=twitter

Have cryptocurrency investors and traders tuned out? A review of social data from within crypto circles suggests that the primary focus during January has evolved significantly.

The first week of the month saw minimal discourse as traders returned from holidays, a time when crypto values increased despite the silence. In Week 2, the narrative changed as gold discussions erupted when the precious metal reached new all-time highs, pulling crypto up with it. By Week 3, interest in Bitcoin suddenly surged during a price retracement as retail buyers targeted dips, which coincided with a crypto plummet. Finally, Week 4 saw silver prices erupt to break new all-time highs as traders chased the momentum, while crypto markets have been ranging for the time being.

Digital asset traders are famously agile, often moving between different sub-sectors like memecoins, ai, and blue chips depending on the current hype cycle. However, retail investors are now proving they are willing to switch asset classes altogether. Social metrics highlight growing interest in gold, silver, and even equities, seemingly driven by wherever the latest price pumps occur.

Investors should note that market tops generally appear when crypto retail participants begin to succumb to FOMO. This was exemplified today when silver set records by soaring past $117.70, only to drop back below $102.70 just 2 hours later after the retail hype reached its peak. To trade successfully, it is often best to operate against the current direction of the crowd.

Even as the price of Cardano remains suppressed, smart money investors appear to be taking the opportunity to quietly bolster their positions. A look at the data reveals a stark contrast in behavior between different tiers of holders. Over the past 2 months, large-scale wallets holding between 100K and 100M coins have collectively acquired 454.7M $ADA, representing a significant inflow of +$161,420,000. Conversely, smaller players have moved in the opposite direction; within the last 3 weeks, wallets containing 100 coins or fewer have dumped 22.0K $ADA, resulting in an outflow of -$7,810.

Over the course of just the past 10 days, the aggregate market capitalization of the industry's top 12 stablecoins has fallen by $2.24B. This contraction has occurred simultaneously with an 8% decrease in the price of Bitcoin. We can derive several key insights from this data.

First, it appears capital is pivoting toward established safe havens, specifically silver and gold. As these precious metals reach all-time highs while crypto and stablecoin valuations recede, it is clear that investors are prioritizing security over speculative risk. During times of rising uncertainty, money tends to migrate into assets recognized as reliable stores of value, moving away from volatile sectors.

Furthermore, funds seem to be departing the crypto space entirely rather than lingering on the sidelines. Under normal circumstances, proceeds from selling Bitcoin or altcoins remain in the ecosystem as stablecoins. The shrinking market cap of stablecoins implies that a significant number of traders are converting directly to fiat currency instead of holding funds ready to purchase dips.

This also means that near-term purchasing power is contracting. Stablecoins serve as the primary liquidity engine for crypto purchases. When their supply dwindles, there is less available capital to drive prices back up swiftly, which can result in sluggish or weak market rebounds.

Additionally, altcoins are experiencing greater strain than Bitcoin. When liquidity evaporates, riskier and smaller assets typically endure the worst impact. Although Bitcoin generally maintains better stability in such climates, the reduced supply of stablecoins ultimately caps the potential upside for the broader market.

Finally, a sustainable recovery will likely require a resurgence in stablecoin growth. Historical patterns suggest that significant rallies in the crypto market usually commence once stablecoin market caps arrest their decline and begin to climb. This reversal would serve as a signal that investors have renewed confidence and that fresh capital is flowing back into the ecosystem.

Understanding the 30-day MVRV ratio is essential for assessing risk when you consider opening a new trade or increasing your current holdings. In general, a lower value indicates a safer entry point for investors.

When this metric shows a negative percentage, it signals that the average trader you are competing against is currently facing a loss. This situation presents a chance to buy in while profit levels are beneath the standard zero-sum game threshold. Essentially, the deeper the value drops into negative territory, the safer the purchase opportunity becomes.

Conversely, a positive percentage implies that the average market participant is in profit. Entering the market under these conditions carries greater risk, as profits are exceeding the normal zero-sum game baseline. As the positive percentage climbs, the danger associated with buying that asset increases significantly.

For your reference, here is the current status of several prominent assets:

ChainLink: -9.5% (Undervalued)
Cardano: -7.9% (Undervalued)
Ethereum: -7.6% (Undervalued)
XRP: -5.7% (Undervalued)
Bitcoin: -3.7% (Mildly Undervalued)

You can monitor this chart at your convenience to identify the optimal moments to buy low or sell high.

There is a promising accumulation trend occurring among substantial Bitcoin investors. Wallets holding at least 1K $BTC have added 104,340 coins to their collective total, which equates to a +1.5% rise. Additionally, daily transfers valued at $1M+ have recovered to 2-month high levels.

Chart: https://app.santiment.net/s/lHTOGe6o?utm_source=x&utm_medium=post&utm_campaign=x_btc_1k%2B_wallets_1m%2B_whale_tx_b_012426?fpr=twitter

🧑‍💻 Here are the top 10 privacy coin projects in the crypto space, ranked by development. The directional indicators below reflect each project's ranking position since the last update:

➡️ 1) @dashpay $DASH 🥇
➡️ 2) @nym $NYM 🥈
➡️ 3) @hoprnet $HOPR 🥉
📈 4) @monero $XMR
➡️ 5) @decredproject $DCR
📈 6) @firoorg $FIRO
📉 7) @zcash $ZEC
➡️ 8) @verge $XVG
📈 9) @concealnetwork $CCX
📉 10) @duskfoundation $DUSK

📖 Read up on the @santimentfeed methodology for filtering notable github activity data from project repositories, and learn why it is so useful for crypto trading: https://t.co/hPpga2LHWZ

🧐 Track the @santimentfeed privacy project watchlist here, and analyze which projects are leading the pack based on development activity and other vital metrics:

📺 We are going LIVE to analyze the on-chain and social data for crypto. Does Bitcoin have the ability to follow the lead of gold and silver? Join us and drop your requests for a specific coin you would like us to look at. https://www.youtube.com/watch?v=C7Iz7pttqN8

👋 Join the @santimentfeed Discord server with us for great market talks with staff and community members. We look forward to seeing you there! 👇
https://discord.com/invite/MRya3zxh5u

😮 Both Cronos (https://t.co/xpvZJle6Pp) and Bitget Token (Bitget) are observing huge increases in whale activity this week. This serves as a strong sign that whales are repositioning inside ecosystems. Historically, both $CRO and $BGB whale spikes often precede trading volume jumps, meaning both platforms are likely receiving much higher usage than usual. Even Circle's $USDC is seeing over 6x the amount of whale activity this week compared to the previous week.

📈 Among the $500M+ market caps, these are the projects seeing the highest whale activity this week compared to last, and they are prone to much higher volatility than most tokens at the moment:

🐳 @cronos_chain $CRO: +1,111%
🐳 @bitget $BGB: +800%
🐳 #wrappedethereum $WETH (Optimism): +711%
🐳 @circle $USDC (Optimism): +528%
🐳 @layerzero_core $ZRO (Arbitrum): +500%
🐳 @makerdao $DAI (BNB): +433%
🐳 @layerzero_core $ZRO (Ethereum): +420%
🐳 @usualmoney #USD0: +338%
🐳 @mantle_official $MNT: +309%
🐳 @kelpdao $RSETH: +260%

📊 Did you know? You can monitor the movements of Ethereum from leading exchanges at any time, as well as the breakdown of holdings from the top $ETH wallets, with this chart template: https://t.co/WmJVVUlK26

🐳 You can also examine the holdings of any Ethereum-based wallet over time here:

📊 How close is each sector to its previous all-time high?

🥇 Gold: Hit a NEW ATH TODAY!
🏦 S&P 500: -0.8% under the January 12, 2026 ATH
🪙 Bitcoin: -28.9% under the October 6, 2025 ATH

🔖 You can directly compare every sector using this chart at any time: https://app.santiment.net/s/_uQY5He3?utm_source=x&utm_medium=post&utm_campaign=x_btc_spx_gold_b_012226?fpr=twitter

🌎 As uncertainty regarding the future global landscape intensifies, investors have demonstrated a clear shift toward precious metals. Over the past year, the price returns are as follows:

🥈 Silver: +214%
🥇 Gold: +77%
🪙 Bitcoin: -16%

📈 On one hand, this scenario could be viewed as a bullish divergence for the currently lagging crypto markets. Throughout the past decade, the prices of "digital gold" versus the physical commodity have alternated leadership, with $BTC frequently performing much better.

🐳 On the other hand, there are arguments that this transition to tangible assets might be the "new normal." However, the truth lies in the numbers, which continue to tell a story of institutional investors accumulating crypto, a trend dating back to late November.

🔗 Utilizing social trends, use the chart below to keep track of where the FOMO and FUD currently sit for all 3 asset classes. 👇

🌉📊 Chainlink has successfully brought real-time U.S. stock & ETF prices on-chain. With $80T in equities now accessible to DeFi, LINK is positioning itself as the core infrastructure for tokenized finance. We take a deep dive into $LINK metrics and explain why this move matters. 👇
https://app.santiment.net/insights/read/deep-dive-chainlink-bridges-wall-street-and-defi-with-real-time-stock-pricing-10479?utm_source=x&utm_medium=post&utm_campaign=x_deep_dive_chainlink_bridges_wall_street_b_012226?fpr=twitter

🥳 Among our major 2026 resolutions is to REIGNITE the exciting crypto market discussions on our Telegram channel! If you are seeking free, high-quality interactions with our staff & community regarding upcoming price moves, join us here! 👇
https://t.me/santiment_network

👍 Based on our social data, XRP has fallen into 'Extreme Fear' territory. Small retail traders have turned pessimistic toward the #5 market cap cryptocurrency following a -19% drop since the high on January 5th. Historically, however, this high level of bearish commentary leads to rallies, as prices move opposite to retail expectations more often than not.

😱 Few subjects in the crypto sphere generate as much fear, uncertainty, and doubt (FUD) as tariffs. Social data analyzed from X, Reddit, Telegram, and other platforms indicates that discussions regarding tariffs within cryptocurrency forums have reached a 3-month high.

🤝 As of 3 hours ago, Trump suspended his tariff threats against eight European nations, stating that a framework for a Greenland deal has been established with NATO. The crypto markets experienced an immediate, minor "buy the rumor" lift before starting to fade. However, do not be surprised if US markets open tomorrow with significant optimism and institutional buying across both the equity and cryptocurrency sectors.

👀 Over the past year, we have observed multiple instances based solely on the frequency of "tariff" discussions, resulting in:

🟩 Prices rising immediately following tariff FUD during a market drop
🟥 Prices dropping immediately following tariff FUD during a market drop

🔖 Both of these most recent instances of elevated tariff chatter occurred while prices were declining. You can monitor the greed vs. fear sentiment attached to this geopolitical topic by bookmarking this chart: