Jace

$ETH isn’t leading this alt rotation, and that matters.
While traders chase pumps, 1.7M+ ETH is queued for staking with zero exits.
Capital isn’t rotating into ETH, it’s getting locked.
That supply shock could fuel ETH’s next breakout.

Some traders are recycling outdated charts and treating them like guaranteed outcomes.
That mindset is flawed.
A short bounce doesn’t confirm a parabolic move.
Calling for $400K $BTC this year is unrealistic.
Price action > wishful thinking.

$SUI has confirmed a range breakout, supported by rising spot demand and increasing open interest.
Price is approaching the $2 psychological resistance, where supply remains active.
A short-term pullback toward $1.70–$1.75 would be healthy before any continuation higher.

The monthly MACD on Others/BTC has recorded a bullish crossover for the first time since March 2024, indicating improving relative strength.
A sustained $BTC base could provide the conditions for a broader altcoin expansion.

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.

A major whale has withdrawn $62.32 million worth of $ETH from exchanges today.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.

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.