JackBTC

Global liquidity is at record highs.
• US M2: ATH
• Japan M2: ATH
• China M2: ATH
• Eurozone M2: ATH
Equities and precious metals are also trading at all-time highs.
In contrast, the crypto market remains well below its previous peak.
In my view, this valuation gap is hard for institutions to ignore and could drive fresh capital allocation into Bitcoin and select altcoins in Q1 2026.

$PEPE surged 25% in a day, cleanly breaking a key supply zone and flipping daily structure bullish.
Momentum is strong, memecoins are outperforming, and if $BTC stays firm, upside targets remain in play.
Chasing isn’t necessary, smart entries > FOMO.
High risk, high reward. Manage it wisely.

A major whale has withdrawn $62.32 million worth of $ETH from exchanges today.
This move signals that smart money is once again positioning into Ethereum.

$BTC remains firmly above the $89,000 level, showing resilience.
Gold continues to climb, while U.S. equity futures are trending higher, signaling a positive risk-on mood.
Pre-market outlook:
▫️ Nasdaq futures: +0.91%
▫️ S&P 500 futures: +0.50%

$BTC continues to range within the same channel.
There’s also an unfilled CME gap near the $88,000 level, which is likely to be revisited.
Until Bitcoin reclaims the $90,000 zone with strong spot buying, any upside move is likely to be faded.

Solana had one of the strongest fundamentals in 2025.
$1.3B in revenue.
Massive on-chain activity. Real usage.
But price doesn’t care about narratives, it cares about structure.
$SOL is still trapped below key resistance.
$120 = demand zone
$130 = decision level
No breakout yet, no trend yet.
Smart money waits.
Swing traders don’t predict, they react.
Break above $128 and momentum flips.
Until then, patience > hopium.

$XRP ETFs are quietly pulling in serious institutional money.
Standard Chartered sees a path to $8, but the math matters, that move needs ~$19B in fresh capital, not just headlines.
Right now, whale selling is the real ceiling.
ETFs set the stage, liquidity writes the ending.
#XRP

Welcoming 2026 with clarity, discipline, and a forward-looking perspective.
May the year ahead bring stability to markets, meaningful innovation across the crypto space, and consistent progress toward long-term goals.
May decisions be driven by data, risk managed with precision, and growth achieved sustainably.
Wishing you a successful, focused, and prosperous 2026.
#HappyNewYear2026

Arthur Hayes continues to increase his exposure to DeFi assets.
Today, he withdrew:
$1.97M in $ENA
$735.3K in $ETHFI
$515.4K in $PENDLE
$260.0K in $LDO
A clear signal of sustained confidence in the DeFi sector.

$ETH continues to consolidate near the $3,000 region, showing no meaningful shift in market structure.
Without a high-volume breakout above this level, price action remains vulnerable to continued BART-style range behavior.
Patience is still required here.

TOTAL Crypto Market Cap
The market is back at a critical structural level, a former macro resistance now acting as support.
As long as this zone holds on a weekly basis, the broader uptrend remains intact and conditions favor continuation.
A clean loss of this level would signal a deeper corrective phase before the next leg higher.
This weekly close matters. Patience and discipline here.

$XRP price isn’t the real story right now, distribution is.
Millions of wallets hold crumbs, while a small group controls what actually moves the market.
Exchange supply keeps shrinking, retail is priced out, and liquidity is tighter than it looks.
When demand returns, this setup can move fast. Smart money knows.

$SUI bounced nicely, but context matters.
An $82.8M token unlock hits Jan 1, adding steady sell pressure.
Price reclaimed the $1.50 mid-range, yet volume + OBV aren’t confirming strength.
This isn’t a chase spot. Patience > FOMO.
Let the market show its hand.

$BTC flirted with $90K but got rejected, buyers need more conviction.
The real game begins once it reclaims $92K–$94K.
Until then, bulls are on the sidelines and every move above $90K is just testing the waters.

HBAR didn’t move on hype, it moved on usage.
Network activity just hit triple digits, new accounts jumped 73%, and TVL keeps climbing.
When on-chain growth leads price, that’s usually the kind of move that lasts.
Keep an eye on that $0.116 breakout.

$XRP ETF narrative is starting to lose steam.
Inflow momentum is fading, long-term holders are quietly trimming positions, and leverage has flushed down to $450M, the lowest since late 2024.
When ETFs slow, LTHs step aside, and OI collapses, price stops being supported and starts being tested.
What comes next isn’t hype-driven.
It’s a confidence check.

$BNB performance in 2025 was driven by fundamentals, not speculation.
• Holder base expanded 76% to 279M
• On-chain activity reached historical highs
• Market cap growth reflected sustained capital inflows
While short-term structure remains corrective, the long-term outlook stays constructive.
If broader market conditions improve, BNB enters 2026 with strong underlying momentum.

$ETH is currently trading between two clear liquidity pools, setting up a classic liquidity grab scenario.
On the upside, a dense cluster of short liquidations is positioned near the $3,000 level, acting as a strong magnet if bullish momentum builds.
On the downside, long liquidations are stacked just below $2,900, which could be targeted if price shows weakness or fails to hold support.
With liquidity present on both sides, the next move will likely be driven by momentum and market sentiment, whichever side gets triggered first could define the short-term direction for Ethereum.

$HYPE is entering a high-pressure zone that usually doesn’t stay quiet for long.
A major whale re-entered aggressively with leverage before the breakout, while crowd positioning remains heavily short near the $25.5–$26 resistance.
With Open Interest rising, funding staying controlled, and price compressing inside a descending wedge, this is the exact environment where trapped shorts turn into fuel.
A clean daily close above $26 could trigger a fast expansion toward $28 and beyond as positioning flips.