Shenron1226

In exactly 49 days, Bitcoin's circulating supply will hit 20m.
At that point, there will only be 1m #Bitcoin left to be mined.
Forever.

Bond markets are frozen:
The 30-day trading range for the 10-year note yield is down to 8 basis points, the tightest since 1972.
This metric has declined -100 points since April 2025, when the 10-year note yield posted its largest 3-day increase since 1982.
By comparison, the 2008 Financial Crisis peak was ~175 basis points.
At the same time, the 30-day range for the 30-year Treasury yield is down to 9 basis points, an all-time low.
30-day volatility for long-term bond yields has dropped -80 basis points since April.
The bond market is ripe for a big move.

The million dollar question: What happens to Silver?
This is your reminder that Silver just posted its best year since 1979 during the 2025 trade war, rising +148%.
Bonds have been getting crushed and crypto remains highly volatile, solidifying Gold and Silver as the global safe havens.
More uncertainty, less stability, and fragmented global trade are a safe haven trade's best friend.
Asset owners will keep on winning.

HUGE: Nearly 80% of hacked crypto projects never recover because trust dies first.

Blackrock manages $14T.
Only a fraction is BTC...
Still worth BILLIONS!!!

🇨🇳HUGE: China-led cross-border CBDC platform mBridge surges past $55 BILLION in transaction volume as per Reuters.

📈 ETH STAKING NOW ABSORBS 46% OF SUPPLY
This means less sell pressure as validator exits define volatility risk.
Staking grew steadily +~38% YoY — no panic buys, just consistent inflows.
Validator count? Up big from ~890k (end-2023) → now ~977k–1.04M and climbing.
More validators = stronger security + less liquid ETH on exchanges.
Result? Softer downside volatility. Pullbacks feel... calmer.
Chart: Santiment

IS THE SOCIAL NARRATIVE NEXT?
The social sector is up to 32.5% over the past month, signaling growing market attention, while the RWA sector sits on the opposite end of the spectrum with declining interest with (-4.5%).

INSIGHT: Vitalik says Ethereum needs a cleanup or the bloat breaks it.

🔥 HUGE: Not a single ETH is waiting to be unstaked.

THIS WEEK COULD SHAKE THE ENTIRE MARKET.
Stocks and crypto are about to face one of the most dangerous combinations of news we’ve seen in months.
Two huge events are hitting at the same time:
1) New Trump tariffs on Europe
2) A Supreme Court ruling on tariffs
Both land together when markets reopen.
That is a recipe for extreme volatility.
Over the weekend, Trump announced a fresh 10% tariff on the EU.
This is the first major tariff escalation in almost three months.
The last time we got a big tariff shock, on October 10:
- The S&P 500 dumped hard
- Crypto saw its biggest crash in fiv

The bond market will be the ultimate signal:
Over the last 2 weeks, treasury yields have silently pushed higher.
Soon, with the US-EU trade war resurfacing, we will see the bond market's initial reaction to the headlines.
As seen in April 2025, a sustained push higher in treasury yields is something the Trump Administration does not want to see.
If yields continue rising on the back of trade tensions, the bond market could be the signal of a potential pullback on tariffs by Trump.
The bond market has a lot of the market's answers.

China’s credit crisis is worsening:
New bank loans in China dropped -1.83 trillion yuan in 2025, or -10%, to 16.27 trillion yuan, the lowest since 2018.
This marks their 2nd consecutive annual decline.
China has been in an extended credit slowdown since early 2023, with the economy trapped in a deflationary spiral.
Weakness has been driven by sluggish demand from borrowers, as weak consumer confidence and declining business investment have eroded appetite for new debt.
China's 2008 moment is now.

JUST IN: 🇷🇺 Russia's gold reserves surge by $130 billion over the past year, now totaling $326,500,000,000

📈TODAY: HYPERLIQUID IS THE TOP CHAIN IN FEES
Hyperliquid led all chains in the past 24 hours, not only in trading volume but also as the top chain by fees, highlighting strong onchain activity and demand.

Unstoppable.
1 million BTC this year.

🇰🇷 SOUTH KOREA PASSES TOKENIZED SECURITIES LAW
South Korea’s National Assembly has approved landmark amendments to the Capital Markets Act and the Electronic Securities Act, officially legalizing the issuance and trading of security tokens.
The new framework enables fractional ownership of real-world assets (RWA) ; including real estate, fine art, and even livestock.
Boston Consulting Group estimates South Korea’s tokenized securities market could reach 367 trillion won ($249B) by 2030.
TradFi 🤝 On-chain.

📉 SOLANA ETFS SEE FIRST OUTFLOW IN 6+ WEEKS
On Jan 16, spot $SOL ETFs posted $2.22M in net outflows, the 4th negative day since launch.

HUGE: $ETH hit a new ATH on Friday with 2.88M transactions processed in a single day.

COINBASE CEO CONFIRMS DEAL TALKS WITH BANKS
Brian Armstrong says Coinbase is “working on” a deal with banks to advance the crypto bill.
“We’ve got good ideas to help community banks. More coming soon.”