hodler

28 Jan 2026, 13:48

Morning Minute: Hyperliquid Soars in Pivot to "Trade Everything" Exchange

Silver and Gold are some of the heaviest traded assets on the Hyperliquid perps exchange now. And it's leading to a surge in HYPE's price.

28 Jan 2026, 13:30

Fidelity Investments Starts its own stablecoin in a massive bet that future of banking is on blockchain

The FIDD token will run on Ethereum, serve institutional and retail users, and comply with the new GENIUS Act’s reserve rules.

28 Jan 2026, 13:06

Bitcoin Outperforms Gold Since 2022, Analyst Calms Market Fears

Bitcoin (BTC) is trading around $90,000 on January 28, 2026, after several days of choppy price action that has left many traders uneasy. However, ETF analyst Eric Balchunas has highlighted the cryptocurrency’s multi-year gains in comparison to traditional assets, arguing that recent frustration overlooks the broader picture. Bitcoin’s Longer-Term Gains Clash with Short-Term Anxiety Balchunas wrote on X that Bitcoin has risen about 429% since 2022, compared with roughly 350% for silver, 177% for gold, and 140% for the Nasdaq-100, arguing that the current slowdown looks mild when viewed against those returns. “In other words Bitcoin spanked everything so bad in ’23 and ’24 (which ppl seem to forget) that those other assets still haven’t caught up even after having their greatest year ever and BTC being in a coma,” the analyst said. In his post, Balchunas traced much of Bitcoin’s strong performance to the period before and after BlackRock filed for a spot Bitcoin ETF in 2023. He said prices ran ahead of the “institutionalization” story, leaving the market in need of time while actual adoption plays out. “People see one red candle and forget what that chart actually looks like,” one user replied, echoing a common sentiment among long-term holders. Others struck a similar tone. Dan, a longtime crypto commentator, wrote that impatience during flat or falling markets tends to separate traders reacting to price from those holding a fundamentals-based view, something he said has happened repeatedly since 2011. The backdrop is a market that has struggled to find direction in recent weeks, with Bitcoin failing multiple times to break resistance between $94,000 and $98,000 and then sliding below $90,000. Analysts cited patterns such as a bear flag and a failed head-and-shoulders setup, with downside targets as low as $70,000 if key support levels fail. Price Action Shows Pressure, While Narratives Stay Intact At the time of writing, CoinGecko data showed Bitcoin up about 1% in the last 24 hours but down roughly 6% over the past two weeks and more than 13% across the last year. The asset briefly dipped to around $86,000 earlier this week before rebounding, with resistance still clustered near the $90,000 to $92,000 zone. Meanwhile, its dominance sits near 57%, suggesting altcoins have not meaningfully outperformed during the pullback. Broader risk-off conditions, such as uncertainty around U.S. monetary policy and large liquidations in derivatives markets, have contributed to some of the weakness around BTC. Balchunas questioned whether Bitcoin even needs a fresh narrative, pointing to debt growth and currency debasement as ongoing themes, and adding that easier access through ETFs means allocation decisions can now unfold over time rather than through sudden bursts of speculation. For now, Bitcoin’s chart may look uncomfortable on shorter timeframes, but zooming out could help explain why some analysts see the current lull less as a breakdown and more as a pause after an aggressive run. The post Bitcoin Outperforms Gold Since 2022, Analyst Calms Market Fears appeared first on CryptoPotato .

28 Jan 2026, 13:06

Tether is buying up to $1 billion of gold per month and storing it in a 'James Bond' bunker

The company's gold purchases are mostly for its own reserves, but also support its XAUT stablecoin.

28 Jan 2026, 13:03

Gold Price Record: Why Gold Hit $5,300 While Bitcoin Stalls in 2026

BitcoinWorld Gold Price Record: Why Gold Hit $5,300 While Bitcoin Stalls in 2026 Gold prices have surged to a historic all-time high of $5,300 per ounce as of January 28, 2026 , marking a decisive decoupling from the cryptocurrency market. While the precious metal is enjoying a record-breaking rally driven by macroeconomic instability, Bitcoin and the broader crypto sector have struggled to maintain momentum, trading approximately 30% below their 2025 peaks. This guide analyzes the specific drivers behind Gold’s ascent and the structural reasons for Bitcoin’s current underperformance. Why Is Gold Surging to $5,300 in January 2026? The rally to $5,300 is not speculative but fundamental, driven by a “perfect storm” of currency devaluation and geopolitical risk that favors traditional physical assets. Dollar Weakness: The U.S. dollar has plunged to a near four-year low. This decline follows explicit signals from the White House indicating comfort with a weaker greenback to boost American exports, making gold cheaper for foreign buyers. Safe-Haven Demand: Escalating geopolitical tensions and fears of a looming U.S. government shutdown have accelerated a “flight-to-safety.” Investors are liquidating riskier positions to secure capital in physical bullion, the ultimate hedge against sovereign instability. Central Bank Buying: Major central banks globally are aggressively diversifying their reserves. By swapping fiat currency for physical gold , these institutions are creating a sustained demand floor that drives prices higher regardless of retail sentiment. Why Is Bitcoin Underperforming Despite the “Digital Gold” Narrative? Despite often being touted as “digital gold,” Bitcoin is currently behaving like a risk asset rather than a safe haven. Trading around $89,400 , it has failed to mirror gold’s rally for several key reasons. Speculative vs. Safe Haven: In the current high-tension environment, capital is prioritizing the proven “shelter” of gold over the volatility of “growth” assets. Investors view Bitcoin as a risk-on technology play rather than a defensive store of value during government uncertainty. Profit-Taking at Psychological Levels: Bitcoin faces immense resistance near the $100,000 milestone. On-chain data suggests that large-scale holders (“whales”) and institutional investors unlocked significant supply at this level, utilizing the liquidity to take profits rather than holding through the volatility. Lack of Retail Interest: Social engagement and retail hype for crypto have plummeted by nearly 40% in the last month. Without a fresh wave of retail buying pressure, price action has entered a consolidation phase. Institutional Shift: With the dominance of Bitcoin ETFs , the asset now correlates more closely with tech stocks . Consequently, it is sensitive to cooling labor data and economic slowdowns—factors that typically hurt equities but benefit gold. Current Asset Performance Overview (Jan 28, 2026) Gold Price: $5,305.65 (All-Time High) Bitcoin Price: ~$89,400 (~30% Drawdown from Peak) Market Sentiment: Strong preference for Safe Haven assets over Risk Assets. Frequently Asked Questions Why is Gold performing better than Bitcoin in early 2026? Gold is outperforming Bitcoin because investors are currently risk-averse. During periods of U.S. dollar weakness and government instability, institutional capital floods into physical safe-haven assets with a multi-century track record (Gold), while moving away from volatile, tech-correlated assets (Bitcoin). Will Bitcoin crash if Gold continues to rise? Not necessarily a crash, but Bitcoin may continue to consolidate or bleed slowly against Gold. Historically, when “real” rates fall and the dollar weakens, both assets can rise, but currently, Bitcoin is suffering from specific structural headwinds like whale profit-taking at $100,000 and a lack of retail hype. Is $5,300 the top for Gold prices? Most analysts suggest the rally to $5,300 is supported by strong fundamentals, specifically central bank buying . As long as central banks continue to accumulate gold to hedge against fiat currency volatility, the price trend remains upward, distinct from a speculative bubble. Conclusion The divergence between Gold and Bitcoin in January 2026 highlights a critical lesson in portfolio management: “Digital Gold” is not yet a perfect substitute for the real thing during times of systemic fiat weakness. With Gold breaking records at $5,300 and Bitcoin struggling to reclaim the $100,000 level, investors are clearly voting with their wallets for stability over speculation. For those managing wealth in 2026, understanding this decoupling is essential for effective asset allocation and risk management. This post Gold Price Record: Why Gold Hit $5,300 While Bitcoin Stalls in 2026 first appeared on BitcoinWorld .

28 Jan 2026, 13:00

South Dakota revives Bitcoin reserve plan with 10% allocation cap – Details

The 10% Bitcoin cap reflects a crawl-walk-run approach as states cautiously integrate digital assets into reserves.