ETH & SOL WAKE UP, Bitcoin Reclaims $92K, Crypto Turns Bullish & More!

"new year, new CME gap, right? We did get another one of those. Where's that at then? That one is, I think, around the 87 KO711. Um, but it was a gap that opened up to the downside because we had New Year's Day with no trading obviously on the CME. Mhm. So we did open up a gap which is still left unclosed"

"It's only a few more weeks until we have 24/7 CME trading and then we'll you'll stop hearing me talk about the gap."

"Well, one is the golden cross on the 4hour chart where the 50 period moving average is about to cross over the 200 period. Now the golden cross is generally used to on the daily time frame but it can also be used in shorter time frames just to give an indication of shift in momentum. So momentum is looking good in the short term"

"on the daily chart we have had five solid days of gains right and uh we now obviously above the CME gap and we are we are also above the 50-day moving average and we are approaching that key resistance which is the Fibonacci 61% uh retracement level from the all-time high and it's also a previous zone of consolidation. So, that's at the $94,000 level. Let's keep an eye on that."

"Fusarka, which is the upgrade, it went live in de in early December. That's fair. But its impact window is very much now happening within Q1 2026, which is why it keeps coming up in institutional and ETF related coverage. And that's because most builders, protocols, and rollups are only rolling out Fusarka optimized upgrades in Q1. So you should um growth lags the actual work. Yeah. For sorry. Yeah. Um meanwhile in terms of institutions they they like to they like to sit out on the sidelines and wait for all the sort of data to come in post upgrade to see how successful it's been. Um so if you like Q1 is a kind of validation phase for Fusaka."

"there's some other upgrades that are coming that sits between Q1 sits between these particular phases and that's Glamsterdam the first half of 2026 and Iota which upgrade which follows that in later 2026."

"Salana's road map features major upgrades. Notably there was the Alpen glow consensus update which is launching in Q1 this year. And uh we also had fired dancer the long-awaited fire dancer client which I think went live last year. And it's meant to dramatically improve speed and scalability especially for institutional use."

"early Q1 predictions there's the range between $130 to $200 which is quite wide. So, but the one positive there that is the bare case. If they have a if the bare case is the lower end, it means that we're not likely to go that much lower than 130, which is close to where where we trading now. So, that means it's up only hopefully. Let's see."

"there was a sharp decline in XRP held on exchanges is down from 4 billion to 1.5 billion coins over 2025. And this indicates a robust institutional demand and a tightening liquid supply heading into Q1."

"Q1 has historically been a bullish quarter on on average about 47%."

"The risk to the downsides on employment. Um and that's why we it's an important week this week with regards to the NFP numbers. And if unemployment rose again in December, this is pretty interesting because this could potentially trigger what is known as the SAM rule. And it's another benchmark that could potentially be used to define whether we're in a recession or not. Uh so that's something that could potentially happen. Okay. And um this is potentially why some uh market analysts think that we're likely to get a surprise cut, including Zack and Mark Xandandy over there. Okay. Um, meanwhile, if we have a look at the Fed watch tool, I think we've got it's saying a 62% chance of a cut in Q1. Yeah. So, that's what we could see."

"Trump is going to name a new Fed chair in the next week or two. And this will be determined what's going to be happening at least in terms of like what the Fed chair himself is going to be bullish. I'm not doubbish or hawkish."

"another thing that we need to be looking out for in Q1 is the possible passing of the Clarity Act. Clarity. Yes. So, this is the market structure bill. It's the big big piece of crypto legislation everyone seems to be focused on. Uh David Saxs confirmed the Senate plans to hold hearings on um hearings on the crypto market structure bill in January, aiming to unblock legislation stalled since mid 2025. So uh they're going to start talking about or to draft next week I believe uh in the in the committee itself. Yeah. Yeah. So second yeah second week of January. Um and it will have at least one markup on pending market structure legislation in the Senate."

"I just want to quickly mention one thing that we uh that we haven't noted yet and that is also the SEC's innovation exemption which is due to be going live. In fact, I think it was muted to go live today, although I haven't heard anything further on that. But, uh, Paul Atkins, the SEC chair, has said uh that the innovation exemption is expected to go live this month in January. Um, and I personally think this this and the clarity act uh are going to be the two really important crypto catalysts to watch because I think it's going to be very interesting if we do get this innovation exemption which basically makes most cryptoreated things legal from a development standpoint in the US then I think it's going to be really interesting to see how crypto projects and especially US-based ones react to it like what sort of changes do we get what sort of uh you know what sort of benefits are going to acrue to tokens holders, how brave a project's going to be in sort of trying to roll out features or benefits or whatever it may be to uh to users and token holders. Um because I think those that do, you know, those are those are the ones that could win."

"XRP, the XRP ledger, XRPPL is also expanding. Um, its next uh major push is programmable privacy. Uh, lots of people talking about privacy as a big narrative this year. Um, zero knowledge proof integrations are already being explored. Um, and the first use case apparently is going to be confidential multi-purpose tokens, MPGs. Yeah, Q1. So, that's cool."

"2026 winners equals 2025 winners. Per prediction markets privacy. The three Ps. I Yeah, it's not really a hot take at all. I think it's I think it's likely to play out like that because you in in the sense that momentum is a strong force. First of all, PES are one that on the top of the revenue meta. It seems to be long DJ gamblers, right? Which is seems to be this now financial financial nihilistic sector. We're in prediction markets because that is also where a massive product market fit is with users right right now. look at with this valuations of some of these prediction markets and the volumes and the news and then privacy because I think that there's always especially in the state in in a era of state surveillance and lack of financial privacy CBDC's and everything privacy coins are still catching a bit. Yeah. And there's still there's a lot of development work going on in the privacy sector."

"One important one I think is Friday which is the n first non-farm payrolls or employment report for this year. Uh the expected number to watch is 54,000."