Rotation Radar

January 20, 2026 — The cryptocurrency market faced a sharp correction today as $BTC plunged below the psychologically critical $90,000 level for the first time since early January. This move marks a significant departure from the post-halving optimism that characterized the start of the year, driven by a perfect storm of geopolitical and regulatory anxiety.
The Catalysts: Tariffs and Greenland Tensions 🇬🇱
The primary driver behind the broad risk-off sentiment is a sudden escalation in U.S.-Europe trade tensions.
* The Greenland Gambit: Over the weekend, President Trump reaffirmed his intention to acquire Greenland, threatening a 10% tariff on several European nations—including Germany, France, and the UK—if the deal is blocked.
* The SCOTUS Wait: Adding to the volatility, the U.S. Supreme Court delayed its highly anticipated ruling on the legality of the administration's tariff powers. Markets had priced in a 70% probability of an "illegal" ruling, which would have stabilized global trade; the delay has instead left investors in a "limbo" of uncertainty.
The Resurgence of "Sell America"

Analysts are pointing to a revival of the "Sell America" trade. International investors, fearing a transatlantic trade war and the weaponization of the U.S. dollar, are rotating out of U.S.-sensitive assets (including Equities and Bitcoin) and into traditional safety.
* Gold’s Record Run: As Bitcoin fell over 3% today, Gold surged to an all-time high, clearing $4,700 per ounce.
* Silver Rocket: Silver mirrored this move, catapulting to record highs above $95 per ounce.
| Asset | 24H Movement | Current Price (Approx.) |
|---|---|---|
| Bitcoin ($BTC ) | -3.2% | $90,100 |
| Gold ($XAU) | +3.1% | $4,717 |
| Silver ($XAG) | +5.8% | $94.50 |
RotationRadar’s Take 🔍
For RotationRadar, this price action highlights a critical shift. While Bitcoin has often been called "Digital Gold," in times of extreme geopolitical stress—especially those involving U.S. policy—investors are currently favoring physical gold.
The $88,000 - $90,000 zone is now the "line in the sand." If $BTC fails to reclaim $92,000 by the weekly close, the technical structure suggests a deeper correction toward the mid-$80ks is possible. Conversely, any de-escalation in the Greenland rhetoric could trigger a violent short-squeeze back toward six figures.
Are you rotating into gold to hedge the trade war, or is this the ultimate "Buy the Dip" for Bitcoin?
#BTC #Gold #TrumpTariffs #Macro #CryptoNews

Globalne rynki finansowe przeżywają dzisiaj "idealny sztorm" niestabilności fiskalnej i napięć geopolitycznych, co spowodowało, że rentowności obligacji skarbowych USA osiągnęły najwyższe poziomy od początku września.
Ruch, określany przez analityków jako "Globalny Szok Rentowności", został wywołany dramatycznym załamaniem rynku obligacji japońskich, dodatkowo podsycanym rosnącymi napięciami handlowymi między Waszyngtonem a jego europejskimi sojusznikami.
Liczby: Wzrost kosztów pożyczek
Rynki długu USA wznowiły działalność po długim weekendzie z agresywną presją sprzedaży. Rentowności benchmarkowe wzrosły gwałtownie: