ADEEL TRADES

$GAL $ETH $BTC Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead.
Grab a coffee and settle in—markets are moving in ways that leave even seasoned investors squinting at charts. Gold and silver are surging, crypto is wobbling, and Washington’s policy plays are stirring uncertainty. But according to Tom Lee, somewhere in the chaos, a turning point may be quietly forming.
Crypto News of the Day: Tom Lee Says White House Front-Loading Midterm Wins Is Wrecking Markets
Fundstrat Global Advisors’ Tom Lee is sounding a cautious yet optimistic note for crypto investors, arguing that recent turbulence in Bitcoin and Ethereum may be temporary.
Appearing on CNBC’s Squawk Box, Lee attributed the early-year surge in gold and silver prices to Washington, D.C.’s policy maneuvers.
He says the White House’s plays have temporarily “hijacked” risk appetite, creating a “vortex” that drew capital away from crypto despite strong fundamentals.
Gold spiked to $4,954.99 per ounce, a 6.5% daily jump, while silver surged 13.66% to $87.53. This marks the largest single-day gains for both metals since the 2008 financial crisis.
Lee tied this frenzy to crypto’s ill-timed deleveraging in October 2025.
“The crypto industry doesn’t have any leverage right now,” he said. “Gold and silver’s performance sucked all risk appetite towards the precious metals trade.”
Lee also highlighted Washington politics as a central driver of market uncertainty. With midterms approaching, he criticized the White House for “deliberately picking more winners and losers early,” front-loading its agenda and keeping markets “hostage.”
Speculation around the next Federal Reserve chair adds further volatility, with Lee warning that markets will test the appointee’s resolve on policy and rates, echoing patterns seen with former chairs Janet Yellen and Jerome Powell.
While the consensus expects Republicans to lose the House, Lee noted that a GOP retention could deliver a “positive surprise.”
Signs Point to a Crypto Bottom Amid Gold and Silver Frenzy
Despite near-term headwinds, Lee sees signals that crypto may be bottoming. Fundstrat advisor Tom DeMark believes “time and price” alignment has been reached, with Bitcoin back above $78,000 and Ethereum nearing $2,300.

Lee added that Ethereum’s active addresses are “going parabolic,” as Wall Street increasingly integrates digital assets.
“All the pieces are in place for crypto to be bottoming right now,” he said, contrasting price weakness with network activity.
This view aligns with analysts’ notes on potential capital rotation, with some highlighting gold’s 11% rebound from recent lows, adding $3.07 trillion, and silver’s 20% surge, reclaiming $800 billion.
Analyst Bull Theory compares this setup to August 2020, when gold topped at $2,075, Bitcoin fell 20%, then rallied 559% over eight months as capital flowed back into risk assets.
With the ISM Manufacturing Index at 52.6%, the analyst suggested a similar rotation may be underway:
“Gold likely topping, and Bitcoin already having corrected, we could now see a rotation into risk-on assets,” they said.
However, not all commentary is bullish. Analyst Wimar.X warns that the metals’ surge signals a “broken system,” echoing pre-crash conditions in 2000, 2007, and 2019.
With the gold-to-silver ratio near 56, they argued that institutions are “exiting the casino,” potentially foreshadowing a 2026 collapse.

Lee, however, emphasized that the broader economic backdrop remains strong. Stocks were up 1% in January, historically correlating to 18% annual S&P gains in similar periods since 1950.
Even as AI and tech valuations may mean-revert, he sees precious metals taking a “breather” as healthy for markets, potentially clearing the way for crypto’s next move.
The question now is whether Washington-driven flows will continue to favor metals or if Bitcoin and Ethereum are ready for a rebound.
Chart of the Day

The Gold to Bitcoin dominance ratio compares the market cap of both assets.
Byte-Sized Alpha
Here’s a summary of more US crypto news to follow today:
Bitcoin’s safety net comes into view as Galaxy Digital warns of deeper pullback.Ethereum price warning: $1,500 risk appears as a bullish metric drops 90%.Bitcoin slips below $80,000 as large holders exit — But bounce signals are emerging.XRP price under pressure: ETF outflows, holder losses, and a possible rebound.MicroStrategy MMSTR stock barely escapes cost-basis scare — A 20% price swing awaits?Why Vitalik Buterin sold over 700 Ethereum ETHUSD despite market recovery.
Crypto Equities Pre-Market Overview
CompanyClose As of February 2Pre-Market OverviewStrategy MMSTR$139.66$140.80 (+0.82%)Coinbase COIN$187.86$189.53 (+0.89%)Galaxy Digital Holdings GGLXY$26.44$26.95 (+1.93%)MARA Holdings MMARA$9.12$9.18 (+0.66%)Riot Platforms RRIOT$15.32$15.53 (+1.37%)Core Scientific (CORZ)$17.87$18.05 (+1.01%)
Crypto equities market open race: Google Finance
#TrumpProCrypto #GoldSilverRebound #VitalikSells #StrategyBTCPurchase

$ETH
Cena Ethereum rozpoczęła znaczący spadek po tym, jak nie zdołała przekroczyć $2,500. ETH spadł o 20% i teraz zmaga się z utrzymaniem powyżej wsparcia na poziomie $2,200.
Ethereum nie zdołał utrzymać się powyżej $2,550 i rozpoczął nowy spadek.
Cena handluje poniżej $2,400 i 100-godzinnej prostej średniej ruchomej.
Formuje się główna linia trendu spadkowego z oporem przy $2,415 na godzinowym wykresie ETH/USD (dane z feedu przez Kraken).
Para może rozpocząć nowy wzrost, jeśli utrzyma się powyżej strefy $2,200.
Cena Ethereum spadła o 20%

$BTC $ETH
Kluczowe punkty:
Rynki kryptowalut doświadczyły ostrego załamania w weekend, co spowodowało powrót Bitcoina do poziomów z końca 2024 roku i wywołało dużą likwidację prowadzoną przez Ethereum.
Sprzedaż przyspieszyła po tym, jak prezydent Donald Trump nominował Kevina Warsha na następnego przewodniczącego Fed.
Analitycy powiedzieli, że ruch ten odzwierciedla znaną fazę de-lewarowania, a nie uszkodzenia strukturalne.
Rynek kryptowalut doświadczył nagłego załamania w ciągu ostatnich 48 godzin, gdzie całkowita kapitalizacja rynku spadła o prawie 4% do 2,56 biliona dolarów, a likwidacje na stronie długiej były prowadzone przez Ethereum (ETH). Jednak analitycy nie są zbyt zaniepokojeni i określili to jako incydent de-lewarowania.

$ETH Współzałożyciel Ethereum Vitalik Buterin zaproponował nowy model tokenów twórców, który łączy zdecentralizowane organizacje autonomiczne (DAO) z mechaniką rynków predykcyjnych, aby zachęcić do tworzenia treści wyższej jakości.
Tokeny twórców, czyli monety treści, to aktywa oparte na blockchainie, które mogą przyznawać fanom udział w własności, prawa dostępu lub nawet tantiemy za pracę twórcy treści, która może mieć formę postów, zdjęć, muzyki lub filmów.
Jednak w poście na X w niedzielę Buterin powiedział, że istniejące platformy tokenów twórców wyraźnie priorytetowo traktują masowe tworzenie treści nad jakością, co teraz jest zaostrzane przez treści generowane przez AI.

$BTC Indie Budżet 2026: Dane podatkowe o kryptowalutach pokazują, że inwestorzy płacili podatek nawet po stratach
Nowe dane pokazują rosnącą lukę między wynikami handlu kryptowalutami a zobowiązaniami podatkowymi. Podczas gdy traderzy o wysokiej aktywności wnoszą większość TDS, cienkie marże zysku oznaczają, że zarówno aktywni, jak i detaliczni inwestorzy borykają się z presją na płynność.
W roku finansowym 2024–25 wyniki inwestorów były niemal równo podzielone, z 50,91% zgłaszających zyski netto i 49,09% kończących rok ze stratami netto. Mimo to opodatkowane zyski kapitałowe wzrosły do ₹3,722 crore, mimo że rzeczywiste zyski netto były niższe. Inwestorzy, którzy łącznie odnotowali straty netto w wysokości ₹1,178 crore, nadal płacili podatek od zysków w wysokości ₹180 crore, ponieważ obecne przepisy nie pozwalają na odliczanie strat.

$WLD
Aktualna cena tokena WLD wynosi  $ 0.41079707
Prognozy cenowe na 2026 rok wahają się do $4.18.
Prognozy długoterminowe sugerują potencjalne szczyty na poziomie $35.60 do 2030 roku.
Cena WLD była prawie $12 ATH, ale spadła do $0.50 w ostatnich dniach 2025 roku. To wzbudziło obawy wśród inwestorów i traderów o przyszłość WLD, a w rezultacie prognoza ceny Worldcoin na 2026 rok stała się tematem znaczącej dyskusji, z wieloma osobami zaintrygowanymi jego perspektywami w nadchodzącym roku.

$ETH Cena Ethereum stoi przed ryzykiem strukturalnym, ponieważ wykorzystanie dźwigni osiąga rekordowe poziomy pomimo malejącego uczestnictwa na rynku.
Spadające otwarte zainteresowanie sugeruje repositioning zamiast nowego kapitału wchodzącego w instrumenty pochodne Ethereum.
Poziomy wsparcia na wykresie ceny Ethereum pokrywają się z obszarami, w których koncentracja dźwigni może amplifikować zmienność.
Cena Ethereum nadal handluje pod presją pod koniec stycznia 2026 roku, z powodu wielu czynników makro, które tworzą niepewność na rynku, a inwestorzy są ostrożni wobec rynku. To jedna z głównych przyczyn, dla których zmienność ceny Ethereum pozostaje podwyższona. Dodatkowo, dane on-chain pokazują, że wykorzystanie dźwigni osiągnęło rekordowe poziomy, mimo że całkowita ekspozycja spadła, przekształcając dynamikę rynku w krótkim okresie.

$BTC $ETH
Krach na rynku kryptowalut przyspieszył w weekend, gdy Bitcoin spadł poniżej kluczowego poziomu wsparcia na 80 000 $ po raz pierwszy od miesięcy. W niedzielę handlowano nim po 78 678 $, co oznacza ostry spadek w porównaniu do jego najwyższego poziomu w historii wynoszącego 126 300 $.
Cena Ethereum spadła do 2 400 $, podczas gdy cena Binance Coin (BNB) spadła do 770 $. Kapitalizacja rynkowa wszystkich tokenów spadła o ponad 5,80% w ciągu ostatnich 24 godzin do 2,67 biliona $. Artykuł ten bada niektóre z głównych powodów trwającego krachu kryptowalut.
Krach na rynku kryptowalut nastąpił po tym, jak Trump nominował Kevina Warsha

$CARV
ADA pozostaje technicznie słaba, ponieważ struktura cenowa i wskaźniki potwierdzają niedźwiedzią dynamikę, a sprzedający mają wyraźną kontrolę w miarę rozwoju roku 2026.
Strefa $0.28–$0.30 prawdopodobnie zdeterminuje, czy ADA zobaczy głębszą korekcję w kierunku $0.22, czy krótkoterminowe odbicie spowodowane warunkami wyprzedania.
Cardano wszedł w krytyczną fazę techniczną, ponieważ presja sprzedaży przyspiesza na początku 2026 roku. Po nieudanej próbie utrzymania odbicia z końca 2025 roku, ADA wznowił szerszy ruch korekcyjny i obecnie handluje w pobliżu długoterminowych poziomów popytu. Od początku 2026 roku, akcja cenowa pozostaje zdecydowanie niedźwiedzia, z niższymi szczytami i rozwijającą się dynamiką spadkową. Wykres tygodniowy teraz umieszcza cenę ADA w strefie decyzyjnej, gdzie następna reakcja prawdopodobnie zdefiniuje, czy rynek zobaczy głębszą korekcję, czy techniczny odbicie.

$BTC
Najważniejsze informacje
Cena Bitcoina sygnalizuje historyczne sygnały stresu, gdy metryki zmienności i wskaźniki strat on-chain zbieżają się.
Cotygodniowe analizy techniczne sugerują osłabienie momentum w cenie BTC USD na początku 2026 roku.
Dane on-chain wskazują, że presja inwestorów zbliża się do poziomów wcześniej obserwowanych w pobliżu minimów korekcyjnych.
Cena Bitcoina spadła poniżej krytycznej strefy zmienności w pobliżu 83 000 USD pod koniec stycznia 2026 roku, co wywołało nowe obawy o dalszy spadek. W tym samym czasie dane on-chain pokazują, że straty szybko rozprzestrzeniają się wśród posiadaczy, umieszczając zachowanie ceny Bitcoina w strefie historycznie związanej z intensywnym stresem i korekcjami na późnym etapie.

$BTC $BTC
Bitcoin’s fall of around 7% to $77,000 on Saturday might have marked the low of this cycle, according to Bitcoin analyst PlanC.
It comes as other crypto analysts continue to call for further downside for Bitcoin (BTC) in the coming months.
“Decent chance this will be the deepest pullback opportunity this Bitcoin bull run,” PlanC said in an X post on Saturday.
PlanC compares Bitcoin’s fall to previous bear market cycles
Bitcoin fell 7% to around $77,000 on Saturday and has since slightly moved up to $78,690 at the time of publication, according to CoinMarketCap.

The asset’s price is now down around 38% from its all-time high of $126,100, which it reached on Oct. 5. PlanC said the downtrend Bitcoin has experienced reminds him of past crashes like the 2018 bear market capitulation when Bitcoin fell to $3,000, the March 2020 crash when the asset fell to around $5,100, and the FTX and Luna collapses, which saw BTC dip to around $15,500 and $17,500 respectively.
“There is a decent chance we are going through another major capitulation low as we speak,” PlanC said. “It seems like the ultimate low will be between $75,000 and $80,000,” he added.
Meanwhile, Bitcoin advocate and financial accountant Rajat Soni said in an X post on Saturday that the drop down to $77,000 came during one of crypto’s more volatile parts of the week and warned traders against overreacting.
“Never trust a weekend pump OR dump,” Soni said. “Bitcoin will make a comeback when you least expect it,” he added.
Bitcoin $60K price level may still be in play
However, some have been speculating that the downfall may go further.
Veteran trader Peter Brandt recently predicted that Bitcoin could fall as low as $60,000 by the third quarter of 2026. 
Crypto analyst Benjamin Cowen said Bitcoin’s market cycle low will likely come in early October, but “anticipates plenty of rallies will occur between now and then.”
Meanwhile, Jurrien Timmer, Fidelity’s director of global macroeconomic research, said 2026 could be a “year off” for Bitcoin, with prices potentially falling to as low as $65,000.
#CZAMAonBinanceSquare #USPPIJump #USGovShutdown #MarketCorrection

$BTC $SOL $ETH
Activity on major altcoin networks, namely Solana and Ethereum, saw major milestones in January. Daily active addresses on Solana consistently topped 5 million in the second half of the month.
Ethereum overtook major layer 2s in December in terms of daily active addresses after major upgrades to the network. In January, the network marked a 25% increase in daily active addresses amid efforts from developers to “future proof” Ethereum.
Seven Bitcoin (BTC) miners in the US are in a critical storm zone and may need to temporarily scale back their mining activities as a winter storm rocked power grids and left thousands without electricity.
Geopolitical concerns, namely US President Donald Trump’s supposed aspirations to acquire Greenland, have global investors wary. Bitcoin’s price fell nearly 10% from a monthly high of $97,000.
Here’s January by the numbers:
Active Solana addresses increase nearly 115% amid token launch frenzy
The Solana network saw a monthly spike of 115% in active daily addresses as of Jan. 28. The total number of such addresses regularly topped 5 million, according to data from Nansen.

The surge is the result of a renewed spree in memecoin minting following the launch of Anthropic’s Claude Cowork, an AI agent that can control a user’s desktop. This allowed developers using Solana-based token launchpad Bags to turn token launches into overdrive.

Fees on the platform spiked to $4.5 million on Jan. 16. For context, from September to December last year, daily fees rarely passed five digits and, sometimes, were as low as several hundred dollars.
Over the same period, the number of tokens that “graduated,” or launched, from Bags overtook the other popular Solana token launch platform Pump.fun.
Active Ethereum addresses increase 25%
Activity on the Ethereum network has also seen a significant uptick. At the end of December, it overtook prominent L2s Base and Arbitrum in terms of daily active addresses. In January, the same metric increased 25%.

The increase in activity follows some important upgrades to the network, which have increased blob sizes and therefore lowered fees. On Jan. 29, average fees on Ethereum were less than $0.01.
These upgrades were part of an effort to finalize work on Ethereum. On Jan. 12, Ethereum co-founder Vitalik Buterin said that Ethereum should ultimately pass a “walkaway test.” He said the true test of Ethereum would be for it to keep functioning and fulfilling the needs of users without the presence of developers actively changing and monitoring the network.
Seven US Bitcoin miners face curtailment during winter storm
Seven Bitcoin mining operations in the United States may curtail operations as winter storms put stress on the American power grid in the Southeast and South Central regions.
According to data from Matthew Sigel, head of digital assets research at VanEck, mining locations operated by Riot, Core Scientific, CleanSpark and Bitdeer “are structurally set up to act as flexible loads via utility demand response programs.” 
“We do not yet have confirmation of real time curtailments for this storm, but the model has already proven its value when conditions tighten.”

The storm, which has also affected the Midwest and Northeast, has seen cancelled flights, dangerous travel conditions and power outages and has killed at least 20 people as of Jan. 27.
Southern states, which are generally unaccustomed to snow and lack the critical infrastructure to contend with wintry conditions, were hit hardest. As of Jan. 28, some 400,000 people were without power in Kentucky, Tennessee, Mississippi, Louisiana and Texas.

Many Bitcoin miners have set up in locations where they can stabilize grid prices, buying power cheaply when there is little to no demand and temporarily switching off during stress periods.
Four in 10 merchants in US accept crypto: PayPal report
Crypto is getting more popular for payments, according to major payments processor PayPal. Four in 10 merchants in the US now accept crypto, the company said in a January report. PayPal’s survey found that crypto offers faster transaction speeds and more privacy and attracts crypto-savvy customers.

PayPal vice president and general manager May Zabaneh said, “What we’re seeing both in this data and in conversations with our customers is that crypto payments are moving beyond experimentation and into everyday commerce.”
Some 84% of the same merchants believe that crypto payments will become mainstream in the next five years.
Bitcoin’s price static amid Greenland fiasco
Bitcoin’s price saw a brief climb toward $100,000 in the middle of this month before falling back down to $87,000. The more than 10% decrease came amid discussions over what could happen to Greenland, itself an autonomous territory of Denmark.

Trump claimed that the US needs to control Greenland for security purposes and to counteract Chinese and Russian ambitions in the Arctic. This is despite the fact Denmark and the US are part of NATO, an organization created to counteract the very same ambitions.
While tempers have cooled, the fact that Bitcoin, along with global markets generally, was affected by the saber-rattling, shows that BTC is a risk-on asset.
Chris Beauchamp, chief market analyst at investing and trading platform IG, said, “Cryptocurrencies offered no haven from the wave of selling that washed over global markets in response to Trump’s threat.”
Trump’s mercurial foreign policy, including punitive, unilateral tariffs and ramping up aggressive rhetoric with former allies, put a damper on Bitcoin’s price, according to some analysts.
#CZAMAonBinanceSquare #ZAMAPreTGESale #USIranStandoff #BitcoinETFWatch

$BTC $XRP
Two high-profile crypto figures are preparing to pour tens of millions of dollars into California politics, aiming to reshape the state Legislature by backing moderate, business-friendly candidates and countering the influence of labor unions.
The effort, operating under the banner of Grow California, is backed by Chris Larsen, a longtime Democratic donor and co-founder of Ripple, and Tim Draper, a venture capitalist known for his support of Bitcoin (BTC), according to The New York Times.
“The government unions do a great job,” Larsen reportedly told the outlet. “But that’s going to clash with a lot of the things that are going to make California successful if there’s no counterforce,” he added.
The move comes as Silicon Valley donors grow increasingly alarmed by a proposed California wealth tax, backed by a healthcare union, that would levy taxes on the assets of the state’s richest residents if approved by voters. While Larsen and Draper say Grow California was seeded before the proposal emerged, the tax has become a clear rallying point for the initiative.
Related: If history repeats itself, will the US Congress become more pro-crypto in 2026?
Larsen, Draper seed Grow California with $10 million
According to campaign finance filings set to be submitted, Larsen and Draper each contributed $5 million to launch the group last September, per the report. Grow California now claims to have secured roughly $40 million in commitments across independent-expenditure committees and affiliated nonprofit entities. Larsen has said he expects to contribute as much as $30 million of his own money over multiple election cycles.
California Democrats currently hold more than two-thirds of the seats in both legislative chambers, with labor unions often acting as key gatekeepers in competitive races. Grow California plans to focus its resources on a limited number of state legislative contests. The group has said it will stay out of the 2026 gubernatorial race and avoid costly ballot proposition campaigns.
Larsen, whose net worth is estimated at nearly $15 billion, has described California’s political system as overly dominated by unions and special interests. He reportedly pointed to lessons learned from Fairshake, a crypto-backed super PAC that spent heavily in recent federal elections, as proof that sustained political spending can shift outcomes.
Related: Ray Dalio says 2026 US midterm elections may reverse Trump policies
Crypto-backed PACs amass war chests ahead of 2026 US midterms
Crypto-funded PACs are ramping up for the 2026 US midterm elections, as debates over digital asset regulation heat up in Congress. Industry-backed groups say they plan to expand their political influence by backing candidates they view as supportive of crypto and opposing those seen as hostile to the sector.
On Wednesday, Fairshake disclosed it is holding $193 million in cash, boosted by major contributions from Ripple Labs, Andreessen Horowitz and Coinbase. The group said its cash reserves have grown sharply since mid-2025 and revealed intentions to remain active after spending more than $130 million on media buys during the 2024 federal elections.
Magazine: A ‘tsunami’ of wealth is headed for crypto: Nansen’s Alex Svanevik
#CZAMAonBinanceSquare #USPPIJump #MarketCorrection #USGovShutdown

$BTC
Po wzroście w kierunku granicy 100 000 USD kilka dni po nowym roku, cena Bitcoina wydaje się zmierzać do zakończenia stycznia w wyraźnym kontraście do tego, jak rozpoczęła ten miesiąc. W czwartek, 29 stycznia, wiodąca kryptowaluta spadła do wielomiesięcznego minimum w okolicach 81 500 USD, a ogólne nastroje rynkowe pogorszyły się w ciągu ostatnich kilku tygodni.
Wchodząc w weekend, cena Bitcoina nieco się ochłodziła, wracając powyżej poziomu 93 000 USD w piątek, 30 stycznia. Ciekawe, że najnowsze dane z łańcucha sugerują, że lider rynku jest tylko na skraju kolejnego gwałtownego ruchu cenowego.

$ETH $XRP
Najważniejsze informacje
Napięte spotkanie w Davos ujawniło, jak głęboko podzieleni są liderzy Wall Street i kryptowalut w kwestii przyszłości regulacji w USA.
Sprzeciw Briana Armstronga wobec zasad dotyczących stablecoinów pozostawił go w izolacji wśród najwyższych dyrektorów banków w USA.
Zatrzymane głosowanie w Senacie przekształciło debatę polityczną w zmagania o władzę za zamkniętymi drzwiami.
podobno, dyrektor generalny JPMorgan Jamie Dimon skonfrontował dyrektora generalnego Coinbase Briana Armstronga na Światowym Forum Ekonomicznym w Davos w zeszłym tygodniu, nazywając go kłamcą za jego komentarze na temat banków próbujących zabić ustawodawstwo dotyczące kryptowalut.

\u003cc-60/\u003e
Najważniejsze informacje
Strategie kryptowalutowe, które działały w 2021 roku, cicho zawodzą, gdy mądrzejszy kapitał przekształca rynek.
Instytucjonalni nabywcy zmuszają projekty kryptowalutowe do udowodnienia rzeczywistej wartości.
W kryptowalutach pojawia się nowy filtr inwestycyjny, a większość tokenów go nie przechodzi.

Podręcznik z 2021 roku nie żyje. Kupowanie wszystkiego już nie działa.
Ryan Connor, szef badań w Blockworks, powiedział Johnowi Gillenowi z Milk Road, że większość projektów kryptowalutowych upada w momencie, gdy spojrzysz poza powierzchnię. Rynek się zmienił, a wielu inwestorów nie nadąża.

$4 $BTC
Speaking on CNBC, BitMine CEO Tom Lee explained why gold prices have risen strongly while Bitcoin has struggled. He said metals are moving higher due to a weak U.S. dollar and strong global demand. 
At the same time, the crypto market remains under pressure and has not been able to keep up with gold’s rally.
Tom Lee on Gold Rally and Dollar Weakness
According to the interview aired this week, Tom Lee said the recent surge in gold and silver was one of the most surprising trades of the year. He said strong momentum, investor demand, and global uncertainty have all pushed precious metals higher.
He explained that the U.S. dollar remains under pressure as global growth improves and the Federal Reserve stays cautious on rate cuts. A weaker dollar usually supports hard assets, which is why gold has continued to climb. 
Lee added that in some regions, especially in China, demand has been unusually strong, with certain silver ETFs actually trading at high premiums.
“I think it’s really eye-popping, but it might just be a lot of price momentum too.”
Why Crypto Is Not Keeping Up With Gold
Futher when asked about seeing strong momentum in precious metals, but not as much in cryptocurrencies.
Despite similar market conditions, Lee said crypto has failed to benefit from the same situational, even while considered as a haven.
Yeah, crypto’s been a huge disappointment because whether it’s debasement, geopolitical uncertainty, or central banks easing, those have been tailwinds for precious metals.
It really should be a tailwind for crypto, but I think crypto suffered and still hasn’t recovered from the October 2025 crash. 
Each time crypto prices attempted to recover, new shocks forced traders to reduce risk again. This has kept confidence low and slowed any sustained rebound.
Investor Money Will Now Shift To Bitcoin
Market history shows that when gold prices peak and start to fall, investors often move their money into Bitcoin. This pattern was seen in 2017 and 2021. After gold lost momentum in those years, Bitcoin rallied strongly, jumping nearly 1000% in 2017 and around 400% in 2021.
Recently, gold appears to have reached a top again. Prices fell from around $5,600 to nearly 4USDT,892, a drop of about 13%
Such a pullback often signals that the strong gold rally may be slowing down. When this happens, the crypto market tends to rally hard.
#CZAMAonBinanceSquare #USPPIJump #BitcoinETFWatch #USGovShutdown
$BTC