Invest ideasNews
21 Jan 2026, 13:34
Bitcoin holders bear sustained losses for the first time since October 2023
Bitcoin holders have recorded their first 30-day streak of realized losses since October 2023, according to onchain data from CryptoQuant. The crypto asset has lost 2.79% in the last 24 hours, bringing its seven-day decline to 7.11%. Bitcoin has been struggling to maintain above $90k as holders experience their first significant period of loss-taking. According to data from blockchain analytics firm CryptoQuant, the crypto asset’s holders have experienced their first 30-day streak of realized losses since late 2023. The data revealed that crypto assets moved on-chain over the past month were sold at prices below their original purchase prices. Bitcoin’s net realized PnL drops below zero, onchain data shows Bitcoin holders realizing losses, for a 30-day period since, late December for the first time since October 2023. pic.twitter.com/OGsPYm8714 — Julio Moreno (@jjcmoreno) January 20, 2026 Julio Moreno, the head of research at CryptoQuant, shared a chart on X showing that Bitcoin’s net realized profit/loss had gone negative since 2023. Although the metrics do not necessarily signal a market bottom, they reflect increased concerns among newer Bitcoin buyers. Bitcoin’s struggles come amid ongoing geopolitical uncertainty and trade wars. The rising tension is pushing capital from risk assets like crypto into old-school safe havens such as gold and silver. At the time of this publication, gold has surged past $4,700 per ounce, setting a new all-time high of $4,888. Europe and the U.S. are under heavy trade tensions over the future of Greenland. U.S. President Donald Trump has demanded the purchase or seizure of Greenland, an autonomous territory of Denmark. The president claims it is vital for U.S. national security, and he announced a 10% tariff on countries opposing his interests in Greenland. According to a previous Cryptopolitan report , Trump’s interests in the Arctic island prompted Denmark and eight NATO allies to deploy military reinforcements to Greenland to defend against a potential U.S. invasion. According to Alternative, the crypto fear and greed index currently stands at 24, indicating “extreme fear” in the markets. The index has dropped from 32 logged yesterday, which signifies “Fear” in the markets. Last week, the metrics read a “Neutral” value of 48. Spot Bitcoin exchange-traded funds witnessed negative flows worth $483.38 million on January 20, the second-highest single-day outflow since the year began. According to data from the spot ETF tracking website SosoValue, the figures mark a continuation of the trend from January 16, when the funds lost $394.68 million. Strategy buys 22,305 BTC for $2.13 billion, bringing holdings to 709,715 BTC Despite negative flows registered by ETFs, institutions and treasury firms are buying Bitcoin. Cryptopolitan reported on January 20 that Michael Saylor’s Strategy purchased $2.13 billion worth of Bitcoin at an average price of $95,284 per Bitcoin. The firm announced it had acquired 22,305 BTC between January 12 and 18, bringing its total Bitcoin holdings to 709,715 BTC valued at $62.60 billion at current prices. In the meantime, Bitcoin has slid below $90K today for the first time since January 12. According to data from crypto data aggregator CoinMarketCap, the crypto asset is currently trading at $88,508. The crypto asset is down 6.92% over the last seven days, after declining 2.89% over the last 24 hours. The recent price decline has seen BTC shed most of the gains it recorded at the start of the year. The crypto asset is up only 0.76% year-to-date. If you're reading this, you’re already ahead. Stay there with our newsletter .
21 Jan 2026, 13:34
Morning Minute: Saylor Buys $2.13B in Bitcoin, 9-Month High
Strategy's approach is pushing the firm closer to a Bitcoin-backed financial platform rather than a single corporate treasury strategy.
21 Jan 2026, 13:32
Central banks vs. Bitcoin: Who deserves the public’s trust?
At the World Economic Forum in Davos, the French central bank governor and Coinbase CEO clashed over whether trust in money comes from institutions or decentralized Bitcoin.
21 Jan 2026, 13:22
Blockchain technology can accelerate global GDP growth, Citizens says
The bank said the technology is shifting from experimentation to real-world deployment, with implications for capital markets, governments and global GDP.
21 Jan 2026, 12:52
Amazon stock tipped to turn tide after seven years of underperformance
Amazon has been stuck in last place for years. It’s trailed every one of the other six Big Tech giants. But now, the bulls think it might finally have something real behind it. And that something is AWS. The cloud business that used to lead the pack is picking up speed again, thanks to AI. A bunch of money is now flowing into data centers, chips, and computing deals, and Amazon Web Services is right in the middle of it. The company posted its fastest AWS growth in years in October. Then it signed a $38 billion deal with OpenAI to supply cloud power. A few weeks later, reports came out that OpenAI wants to raise at least $10 billion from Amazon and switch to Amazon’s Trainium chips. These are the same chips Amazon built in-house to compete with Nvidia. That kind of interest from OpenAI isn’t random. It’s exactly the kind of thing Wall Street has been waiting for. Amazon trails in tech stock gains but bulls say it’s still cheap Amazon had the worst return in the Magnificent Seven last year. It only gained 5% in 2025, while the Nasdaq 100 shot up 20%. That made it seven straight years where Amazon underperformed the group. It started 2026 with a small jump, even after a 3.4% drop on Tuesday, and it’s still ahead of everyone except Alphabet. Because of that weak run, the stock is now trading way cheaper than its rivals. Amazon is priced at 24 times projected earnings over the next year. That’s less than Apple, Microsoft, or Alphabet. It’s also way below Amazon’s five-year average of 36. This is why the bulls are leaning in. They’re pointing at what happened to Alphabet. The company was seen as losing the AI race for years. It underperformed both Amazon and the rest of the Magnificent Seven in 2023 and 2024. Then in March 2025, Alphabet dropped the latest version of its Gemini AI model , and the stock took off. It’s up 89% since then, the best in the group and one of the best in the S&P 500. “It looks like Google did 18 months ago,” said Nancy Tengler, who runs Laffer Tengler Investments. “Things can change very quickly in this sector of the business.” Cloud growth and OpenAI deals push up analyst forecasts For most of 2025, investors thought AWS was falling behind. But Brian White, an analyst at Monness Crespi Hardt, said Amazon turned that around with its latest earnings and the OpenAI news. “Amazon flipped this narrative on its head,” he wrote in a note on December 22. White recommends buying the stock. So do 95% of analysts surveyed by Bloomberg earlier this month. The financials are starting to reflect all that. Analysts now expect earnings per share to grow 12% in 2026, and then jump another 22% in 2027. Revenue is forecast to rise 11% each year. Operating income is expected to go up 26% this year and 24% in 2027. Over the past six months, estimates for 2026 net income have climbed 8.2%, and revenue expectations rose 4.2%. Clayton Allison, who manages money at Prime Capital Financial, owns Amazon stock. He said, “It’s the AI name that hasn’t gotten the love. It has built out the AI infrastructure everyone wants to use, it’s the e-commerce giant, and it is trading at a discount.” All this is happening while global markets are a mess. The U.S. is threatening economic war over Greenland. Japan’s political chaos is shaking up bonds. Trump’s White House is still going after the Federal Reserve, raising questions about its independence. That kind of backdrop would usually kill risk appetite. But stocks dropped Tuesday, and strategists still aren’t panicking. They say markets usually recover fast from geopolitics, unless oil prices spike. Brent and WTI both rose Tuesday, but they’re still way under long-run averages. Alastair Pinder at HSBC said on January 20 that markets bounce back two-thirds of the time after these types of events. “The main exception comes when geopolitics drives oil prices sharply higher.” Right now, that’s not happening. Don’t just read crypto news. Understand it. Subscribe to our newsletter. It's free .
21 Jan 2026, 12:30
USD/TWD Forecast: UBS Reveals Why Taiwan’s Regulatory Shifts Won’t Spark Currency Surge
BitcoinWorld USD/TWD Forecast: UBS Reveals Why Taiwan’s Regulatory Shifts Won’t Spark Currency Surge TAIPEI, TAIWAN – March 2025: Financial markets closely monitor Taiwan’s evolving regulatory landscape, yet UBS analysts deliver a crucial insight – these policy adjustments appear unlikely to trigger a sustained uptrend in the USD/TWD exchange rate. This comprehensive analysis examines the underlying economic fundamentals that continue to anchor the Taiwan dollar’s stability despite shifting regulatory winds. USD/TWD Stability Amid Regulatory Evolution UBS Global Research published its latest assessment this week, indicating Taiwan’s regulatory modifications will probably not drive significant USD/TWD appreciation. The Swiss financial giant bases this conclusion on multiple structural factors supporting Taiwan’s economic resilience. Furthermore, the island’s robust export sector and substantial foreign exchange reserves provide substantial buffers against currency volatility. Taiwan’s central bank maintains a consistent approach to currency management, prioritizing stability over aggressive intervention. This policy framework creates predictable conditions for international investors and trading partners. Consequently, short-term regulatory adjustments rarely translate into lasting currency movements without accompanying shifts in core economic indicators. Analyzing Taiwan’s Regulatory Environment Recent months witnessed several regulatory developments across Taiwan’s financial and technology sectors. These changes include updated fintech guidelines, enhanced cross-border transaction monitoring, and revised foreign investment protocols. However, UBS economists emphasize that these adjustments represent evolutionary rather than revolutionary transformations. The regulatory modifications primarily aim to modernize existing frameworks rather than fundamentally alter Taiwan’s economic direction. This measured approach minimizes disruptive impacts on currency markets. Additionally, Taiwan’s regulators consistently coordinate with major trading partners to ensure policy alignment, reducing unexpected cross-border financial effects. Expert Perspective from UBS Economists UBS analysts highlight Taiwan’s strong macroeconomic fundamentals as the primary currency stabilizer. The research note specifically references Taiwan’s persistent current account surplus, which reached approximately $90 billion in 2024. This surplus creates natural support for the Taiwan dollar by generating consistent foreign currency inflows. The analysis also notes Taiwan’s inflation remains well-contained compared to many developed economies, with core inflation averaging 2.1% through early 2025. This price stability reduces pressure on the central bank to implement aggressive monetary policies that might weaken the currency. Moreover, Taiwan’s semiconductor and electronics exports continue demonstrating remarkable resilience despite global demand fluctuations. Comparative Currency Analysis in Asian Markets UBS places Taiwan’s currency situation within broader regional context. The table below illustrates key differences between Taiwan and neighboring economies regarding regulatory impacts on currencies: Economy Regulatory Change Impact Currency Volatility Central Bank Response Taiwan Low to Moderate Below Regional Average Gradual and Predictable South Korea Moderate Moderate Sometimes Interventionist Japan High Moderate to High Highly Active Singapore Low Very Low Basket-Based Management This comparative perspective reveals Taiwan occupies a unique position with its balanced approach. The island’s regulatory framework evolves gradually while maintaining strong institutional continuity. Consequently, currency traders typically price regulatory developments efficiently without creating sustained momentum shifts. Structural Factors Supporting TWD Stability Multiple structural elements contribute to the Taiwan dollar’s resilience against regulatory changes. First, Taiwan maintains one of the world’s largest foreign exchange reserves, exceeding $560 billion as of February 2025. This substantial buffer enables the central bank to smooth volatility without resorting to drastic measures. Second, Taiwan’s export composition provides natural currency support. The island specializes in high-value technology products with relatively inelastic demand. Major export categories include: Semiconductors : Taiwan produces over 60% of global advanced chips Electronic Components : Critical inputs for global supply chains Precision Machinery : High-margin manufacturing equipment Information Technology : Servers, networking gear, and storage systems Third, Taiwan’s corporate sector maintains conservative financial practices with limited foreign currency debt exposure. This reduces vulnerability to sudden exchange rate movements that sometimes follow regulatory changes in other economies. Historical Precedents and Current Context UBS researchers examined Taiwan’s regulatory history since 2010, identifying fourteen significant policy adjustments during this period. The analysis reveals only three instances produced measurable USD/TWD movements exceeding 2%, with all corrections occurring within six trading weeks. This historical pattern suggests markets efficiently incorporate regulatory information without generating prolonged trends. The current global economic context further supports currency stability. Global central banks generally maintain cautious monetary policies as inflation gradually moderates worldwide. This synchronized approach reduces disruptive capital flows that sometimes amplify regulatory impacts on emerging market currencies. Future Outlook and Monitoring Points While UBS anticipates limited USD/TWD impact from current regulatory shifts, analysts identify several monitoring points for 2025-2026. First, Taiwan’s presidential administration continues implementing its digital transformation agenda, potentially introducing additional fintech regulations. Second, cross-strait economic relations warrant observation, though current patterns show remarkable stability. Third, global semiconductor demand cycles could influence currency dynamics more substantially than domestic regulations. Fourth, major central bank policies, particularly the Federal Reserve’s interest rate trajectory, will likely affect USD/TWD more significantly than Taiwan’s regulatory environment. Finally, Taiwan’s demographic transition toward an aging society may eventually influence long-term currency fundamentals. Conclusion UBS delivers a clear assessment regarding USD/TWD dynamics – Taiwan’s regulatory evolution appears unlikely to drive sustained currency appreciation against the US dollar. This conclusion rests upon Taiwan’s strong economic fundamentals, substantial foreign exchange reserves, and measured policy implementation. The USD/TWD exchange rate will probably continue reflecting global monetary conditions and semiconductor demand cycles more than domestic regulatory adjustments. Market participants should therefore focus on these broader factors when formulating currency strategies involving the Taiwan dollar. FAQs Q1: What specific regulatory changes is Taiwan implementing? Taiwan recently updated fintech regulations, enhanced cross-border transaction monitoring systems, and revised certain foreign investment procedures. These changes aim to modernize financial infrastructure while maintaining economic stability. Q2: Why does UBS believe these changes won’t affect USD/TWD significantly? UBS analysts point to Taiwan’s strong economic fundamentals, including large foreign exchange reserves, consistent current account surpluses, and stable inflation. These factors outweigh regulatory impacts on currency valuation. Q3: What factors influence USD/TWD more than Taiwan’s regulations? Global semiconductor demand cycles, US Federal Reserve policies, cross-strait economic relations, and broader Asian currency movements typically exert greater influence on USD/TWD than Taiwan’s domestic regulatory adjustments. Q4: How does Taiwan’s central bank typically respond to currency volatility? The Central Bank of the Republic of China (Taiwan) generally employs gradual, predictable interventions to smooth excessive volatility while allowing market forces to determine the exchange rate’s fundamental direction. Q5: What should investors monitor regarding Taiwan’s currency outlook? Investors should watch global semiconductor demand indicators, US interest rate decisions, Taiwan’s export performance data, and any significant changes in cross-strait economic engagement patterns. This post USD/TWD Forecast: UBS Reveals Why Taiwan’s Regulatory Shifts Won’t Spark Currency Surge first appeared on BitcoinWorld .
