Core Insights - The year 2026 has commenced, marking the beginning of a competitive environment for ETF flows, particularly in the large-cap growth sector [1] Group 1 - Large-cap growth presents significant investment opportunities in 2026, attracting interest from various investors [1]

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Group 1 - The SPDR S&P 500 Trust (SPY), the world's largest exchange-traded fund, experienced outflows of $10.3 billion for the week ending January 23, despite a price increase of 1.72% [1] - The Gold SPDR Gold Shares ETF (GLD) saw inflows of $174.73 million last week, indicating positive investor sentiment towards gold [1]

Market Performance - Bitcoin (BTC) dropped 2.57% over the last week, failing to join the risk-on rally that saw major stock indices rise, while the Russell 2000 surged 4.6% and both Nasdaq and S&P 500 posted gains [1] - BTC was down 1.94% and Ethereum (ETH) fell 3.39%, with only select altcoins like SOL, TRON, and Monero showing gains above 2% [2] Price Action and Trading Range - BTC rallied from the high-$80,000 range to briefly touch $94,700 before sellers emerged, stabilizing near $91,000 after dipping to around $89,200 [3] - Wintermute indicated that the support level for BTC is between $89,000 and $90,000, with resistance at $94,000 to $95,000, highlighting the extreme compression of BTC's trading range since late November [4] - The 30-day trading range for BTC is at the 91st percentile, indicating that price action has rarely been this narrow [4] Historical Context - Historical data suggests that BTC has posted positive returns 90 days after similar compression phases, with three out of four instances showing favorable outcomes [5] ETF Flows - ETF flows experienced significant volatility, starting with $471 million in inflows on January 2 and $697 million on January 5, followed by a sharp reversal with approximately $250 million exiting on Tuesday, $485 million on Wednesday, and $400 million on Thursday [6] - Over $1.1 billion left Bitcoin ETFs, erasing early gains, while ETH products saw outflows of around $260 million; however, the outflows did not indicate panic, as volumes remained healthy [7]

Core Viewpoint - Bitcoin is currently trading within a narrow range of $86,500 to $90,000, with recent attempts to break above $90,000 failing, indicating a lack of strong buying demand [1][6]. Market Activity - U.S. trading venues reported a 24-hour BTC spot volume of approximately $34 billion, significantly down from over $70 billion during the peak around October 6, when Bitcoin reached an all-time high of $126,279 [2]. - ETF flows have mirrored price movements, with digital asset products experiencing $446 million in outflows in the week ending December 29, primarily driven by Bitcoin products, which lost $443 million [3]. - On December 29, there was a net outflow of $19.3 million from U.S. spot Bitcoin ETFs, followed by a substantial net inflow of $355 million on December 31, breaking a seven-day outflow streak [4]. Market Sentiment and Positioning - The holiday season has led to reduced trading volumes, with ETF trading volumes dropping to $24 billion during the late-November Thanksgiving week compared to $56 billion the week prior [5]. - The current market positioning suggests a potential reset for January, as Bitcoin remains within the $86,500 to $90,000 range with low realized volatility and mixed ETF flows [6][7]. - Traders are advised to monitor the $86,500 to $90,000 range closely, as a decisive break in this band could set the tone for Q1 risk across crypto markets [8].

The whales are selling XRP. No, it's not really that serious. We are starting to see some pretty big wallets selling some XRP though.Uh, most of this is on Binance. We do see here from Coinb XRP sale pressure alert. Despite ETF approval, Wales 100K to 1 million and 1 million plus XRP wallets, not retail, are driving inflows.Large XRP transfers to Binance signal continued sell pressure. Now, if we're looking at this chart from CryptoQuant, we do see that most of the value bands coming into Binance, aka Excha ...

How would you you follow this obviously, at a granular level. How would you sum up the year in gold. There's been a remarkable year.It's kind of been one of those periods of time when gold, I think, has managed to punch its way into the mainstream of kind of the the debate in financial markets. And I think that has been mostly just a reflection of its price. You know, it's set it's up about 63% now or something like that, which, as you say, is its best year since 1979.And then I think as well as that, I thi ...

Core Insights - The crypto market in Asia is experiencing a stabilization in Bitcoin (BTC) prices, but the overall sentiment remains cautious and not bullish [2][3] - U.S. ETF flows have shown the first signs of stabilization with an inflow of $56.5 million on December 9, following over $1.1 billion in redemptions throughout November, indicating a potential recovery that is still shallow [3][4] - On-chain activity remains weak, with active address counts near cycle lows and a realized cap growth of only 0.7%, suggesting that the recent BTC rebound is more due to a lack of heavy selling rather than strong demand [5][6] Market Movement - Bitcoin is trading around $92,214 after a significant reversal during the U.S. session, attributed to spot demand rather than leverage, indicating seller exhaustion [7] - Ether is trading at approximately $3,296, reflecting a 6% daily gain, driven by short covering and improving sentiment among large-cap tokens [7]

Bitcoin's decoupling from stocks. What's it telling you. Look, I think without a doubt, the last three weeks have been painful.You know, we've seen one and a half times higher volatility in the last three weeks than we've seen in 2025 total. And a lot of that has to do with a number of things. One, there's implications outside of just macro, which is, you know, more global and geopolitical.And we're seeing a lot of bit of that. We're also seeing, you know, some decoupling into the weekend where we are seein ...

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