hodler

23 Jan 2026, 20:36

Fidelity Warns of Bitcoin ‘Rebalancing’ Amid Gold Rush

Fidelity Director of Global Macro Jurrien Timmer is casting doubt on the durability of Bitcoin’s recent recovery.

23 Jan 2026, 20:07

Bitcoin Whipsaws Around $90K as Gold Targets $5K ATH and Silver Breaks $100

With the growing global uncertainty and rising geopolitical tension, it’s evident that investors tend to pick more stable and historically proven assets such as gold and silver, while leaving cryptocurrencies aside, at least for the time being. In the past few hours alone, BTC attempted a breakout, which was quickly halted at $91,000 while gold and silver charted fresh all-time highs. BTCUSD Jan 23. Source: TradingView Bitcoin’s early 2026 gains were quickly erased this week as Trump and the EU went on a full-scale verbal war with tariff threats and potential “bazookas” over Greenland. As a result, the primary cryptocurrency fell from over $95,000 to a multi-week low of $87,200 before it staged a recovery to nearly $90,000, where it spent most of the past day. It finally tried to break out hours ago, but the bears stepped up at $91,200 and didn’t allow another run. Just the opposite, BTC tumbled again by almost two grand immediately. Most altcoins followed suit, leaving over $300 million worth of liquidations on a daily scale, according to Coinglass data. Over half of that amount was wrecked in the past 4 hours alone. At the same time, the precious metal market continues to boom . Gold peaked at $4,970 earlier today, where it faced some rejection, but broke through that level and marked a new all-time high at $4,980. As such, it has neared $5,000 for the first time ever. The bullion is up by over 15% since the start of the year. Silver is the other massive gainer as of late. After surging by triple digits in 2025, it continues its run as 2026 began and has now surged by a whopping 42% in the matter of just a few weeks. Its latest record came hours ago when it soared past $100. A large portion of those gains against the greenback can be attributed to its poor performance. As reported by Bloomberg, the dollar is set to close its worst week against other currencies (and asset classes) since June. The post Bitcoin Whipsaws Around $90K as Gold Targets $5K ATH and Silver Breaks $100 appeared first on CryptoPotato .

23 Jan 2026, 19:15

Why Silver's Surge Echoes Crypto Altcoin Season: Bitwise Exec

Investors appear to be rotating to silver from gold, right as both surge to new highs, in a trend that echoes past altcoin seasons.

23 Jan 2026, 19:10

Investors are shifting away from US assets and the dollar amid tensions

Investment money is flowing into developing countries at a pace not seen before, as growing friction between the United States and Europe pushes the dollar lower and prompts investors worldwide to look for alternatives. Stock markets in emerging economies continued their climb on Friday, with major indexes posting gains for the fifth week in a row. This marks the longest stretch of weekly increases since May. So far in 2026, these markets have jumped 7%, far outpacing the S&P 500’s modest 1% rise. Technology companies in Asia have been driving much of this rally, while stocks in Latin America have surged even more dramatically with a 13% gain this year. China signals support as markets reach new highs Markets received an encouraging signal when China’s central bank set its daily yuan rate above the key 7-per-dollar threshold for the first time in more than two years. This move showed officials are comfortable with the yuan’s recent strength. Meanwhile, South Africa’s main stock index was headed for its third straight weekly gain, while gold prices hovered just below $5,000 per ounce. The shift represents a historic moment for emerging markets, with their main stock index reaching an all-time high. While Asian technology stocks initially led the charge, other regions are now catching up fast. The benchmark covering Europe, the Middle East and Africa climbed every day this week and is tracking toward its strongest month since 2020. Latin America’s stock index hit its highest point since 2018 on Thursday and added another 0.8% on Friday. Tensions over Greenland, though somewhat eased for now, have raised fresh doubts about American dominance and the dollar’s global standing. This has pushed funds from Europe to India to reduce their holdings in U.S. Treasury bonds. The trend is adding fuel to an emerging market rally already powered by strong worldwide economic growth , massive spending on artificial intelligence technology, and political changes across Latin America, along with responsible budget and monetary policies in many developing nations. “People are looking to diversify away from US assets, and I would kind of describe it as quiet-quitting of US bonds,” said Katie Koch, who heads TCW Group Inc., speaking on Bloomberg Television. “I don’t think there’s going to be a massive announcement, I just think they’re going to look for opportunities to diversify away.” Currencies strengthen as gold purchases continue Currency markets tell a similar story. The Brazilian real and the pesos of Colombia and Chile have all strengthened by more than 3% in 2026. Poland’s central bank, identified as the world’s largest reported gold purchaser, announced plans on Tuesday to buy an additional 150 tons of the precious metal. The numbers are striking. The iShares Core MSCI Emerging Markets ETF, a $135 billion fund that buys emerging market stocks, has pulled in over $6.5 billion just in January. This puts it on pace for the biggest monthly influx since the fund started in 2012. “EM assets are one of the key beneficiaries from stronger global growth,” wrote Oliver Harvey, a strategist at Deutsche Bank in London. “And when opportunities to express a positive growth view have been constrained in developed markets, the outlook is even more bullish for EM.” However, the pace of investment into emerging markets can slow when global tensions rise, partly because there are fewer developing nation assets available compared to the United States. The total value of emerging markets stands at roughly $36 trillion, about half the size of the $73 trillion U.S. market. Some investors may still favor U.S. markets as attention returns to the growth gap with Europe after the recent period of heightened stress, according to Citigroup Inc. strategists Rohit Garg and Gordon Goh. “That said, the de-dollarization and fiscal profligacy themes are back,” they noted. “De-dollarization has the potential to impact EM risk premia in a positive way, as was the case in 2025.” Claim your free seat in an exclusive crypto trading community - limited to 1,000 members.

23 Jan 2026, 18:46

Evening digest: Bitcoin slides below $90K, Amazon layoffs mount, gold at record highs

Tonight’s digest captures markets and geopolitics colliding in real time. In Abu Dhabi, Zelenskyy’s trilateral talks with Russia and the US deliver optics, not breakthroughs, as territorial red lines harden into a durable stalemate. In corporate America, Amazon’s sweeping job cuts underscore that Big Tech’s efficiency drive is structural, not cyclical. Meanwhile, investors are stampeding into safe havens, sending precious metals to record highs, while Bitcoin’s $100,000 narrative fades fast under renewed macro pressure. Zelenskyy gambles on Abu Dhabi as territorial stalemate deepens First trilateral talks in four years kicked off Friday night in Abu Dhabi, with Ukraine, Russia, and the US finally in the same room. But don’t mistake the optics for momentum. Zelenskyy just confirmed what everyone already knew: territory is the deal-breaker. Putin demands Ukraine cede the remaining 25% of Donetsk it controls; Zelenskyy flatly refuses, citing constitutional grounds and battlefield realities, his forces hold land Russia couldn’t take in years of brutal grinding. The security guarantees? Done. The reconstruction plan? Nearly finalized. The land? Unsolvable. Witkoff’s pre-talks hint that “most issues” are settled was a cover for deep divisions. Zelenskyy countered with dark humor in Davos: “Russians must compromise too, not just Ukraine.” Mathematically, this is theater. Amazon’s 30,000-job purge accelerates Amazon’s swinging the axe again. After cutting 14,000 white-collar jobs in October, the e-commerce giant is set to eliminate another 14,000 corporate roles starting January 27, bringing its total restructuring target to nearly 30,000, the largest layoff in company history. The second wave will hammer AWS, retail, Prime Video, and the People Experience and Technology (HR) division. Jassy is shifting the blame from AI to “cultural fit” and bureaucratic bloat, claiming the pandemic created layers of middle management that slow decision-making. Employees facing termination got 90 days of full pay and severance, with preferential consideration for internal transfers. Translation for markets: Amazon’s remaking its workforce while profitable, signaling that tech’s efficiency obsession is structural, not cyclical. Precious metals breaking records on geopolitical chaos Gold shattered its all-time high Friday, kissing $4,967 per ounce, a 14.2% jump in just 23 days. Silver hit $99.34, within spitting distance of the mythical $100 threshold . Platinum posted a fresh record at $2,749. The holy trinity of safe havens is screaming capital flight from US assets. Fed rate-cut expectations for late 2026 are evaporating real yields, making non-yielding gold suddenly attractive. But here’s the nuance: India’s precious metals market is getting flooded with financial flows, ₹15,000-16,000 crore poured in December alone, rather than traditional jewelry demand. Silver’s industrial narrative (solar, EVs, electronics) is layering onto safe-haven buying, explaining its 150% outperformance versus gold over 12 months. Bitcoin’s $100K dream deflates as macro headwinds resurface Bitcoin’s collapse from $97,000 to $89,000 in eight days has flipped the narrative hard. Prediction market odds for a dump to $69,000 tripled in 24 hours, from 11.6% last Thursday to 30% Friday, signaling capitulation among retail and semi-pro traders. The whipsaw is brutal: Trump’s tariff threats triggered $865 million in liquidations; his pause sent BTC bouncing to $90K; then reality set in. Open interest in derivatives has stalled between 240,000-265,000 BTC for ten straight days, meaning zero new money flowing in. Gold’s record-breaking rally is cannibalizing risk appetite; investors are rotating into safe havens, not digital assets. The structural case for $100,000 looked airtight two weeks ago. The post Evening digest: Bitcoin slides below $90K, Amazon layoffs mount, gold at record highs appeared first on Invezz

23 Jan 2026, 17:46

Bitcoin surges to $91,000, showing signs of life on suspected Bank of Japan intervention

Having earlier breached $100 per ounce for the first time ever, silver has risen to $101, while gold sits just shy of $5,000 per ounce.