Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 01/22/2026
Today’s podcast episode was created from the following stories: we track a volatile week for crypto as macro shocks ripple across markets, ETFs see heavy outflows, and whales quietly buy the dip. We also spotlight Davos debates on trust in money and the latest political currents shaping crypto’s path.
Bitcoin stages rebound to nearly $90,000 as traders await Trump’s Davos talks
Bitcoin bounced back toward $90,000 after macro-driven selling, with traders eyeing President Trump’s remarks in Davos for clues on tariffs and global risk appetite. The move came alongside mixed altcoin action and cautious sentiment, with on-chain signals suggesting selective dip-buying but no clear trend shift yet.
$1.8B liquidated in 48 hours as Bitcoin wipes out 2026 gains
Bitcoin fell below $88,000 as over $1.8 billion in leveraged positions—mostly longs—were wiped out in two days amid tariff threats and turmoil in Japan’s bond market. Analysts point to a potential unwind of carry trades and tightening global liquidity, while gold hit a record high as investors sought safety.
Spot Bitcoin, Ether ETFs see heavy outflows as ‘institutional caution’ grows
U.S. spot Bitcoin ETFs saw $483.4 million in net outflows and Ether funds shed $230 million as macro tensions, trade risks, and Japanese bond sell-offs fueled risk-off positioning. While short-term “new whales” now hold a larger share of Bitcoin’s realized cap, on-chain data also shows bigger holders steadily accumulating on dips.
‘Smart money’ loaded $3.2B in Bitcoin over 9 days: Santiment
Wallets holding 10–10,000 BTC added roughly $3.21 billion in Bitcoin across nine days while retail reduced exposure, a setup Santiment calls a potential long-term bullish divergence. Despite tariff headlines weighing on price and sentiment dipping to “fear,” the accumulation pattern suggests whales see value at current levels.
Bitcoin sharks scoop up BTC like it’s 2013 despite ‘perfect bull trap’
Entities with 100–1,000 BTC are accumulating at their fastest pace since 2013, historically a precursor to strong rallies. Still, chartists warn of a possible “bull trap” that could send BTC toward $35,000, even as major firms argue the four-year cycle is fading and 2026 remains an “up year.”
Can Bitcoin regain $90K? Bulls at risk as long-term holders ramp up selling
Whales deposited more than $400 million of BTC to exchanges as long-term holders sold about 68,650 BTC over the past 30 days, pressuring price below $90,000. Analysts are watching the $84,000–$86,000 zone as potential support for a short-term bounce, with momentum gauges flashing oversold.
Crypto market crash deepens as investors digest Trump tariff threat
Risk assets slumped as U.S. tariff threats, rising Treasury and JGB yields, and Europe’s firm stance stoked fears of a broader financial conflict. With gold at new highs and crypto total market cap sliding, Bitcoin’s near-term recovery may hinge on the outcome of talks between the U.S. and European leaders.
Fundstrat’s Lee sees ‘painful’ start to 2026 before late-year rebound
Tom Lee expects a choppy, “painful” stretch for stocks and crypto before a strong finish to 2026 as Fed policy turns more supportive and deleveraging risks fade. He still sees Bitcoin setting new all-time highs this year, though he cautions metals and energy could again outperform in the meantime.
Central banks vs Bitcoin: Who deserves the public’s trust?
At Davos, France’s central bank governor argued that trust in money should come from regulated public institutions, while Coinbase’s Brian Armstrong countered that Bitcoin’s decentralization offers a powerful alternative. Both sides nodded to the role of regulation, setting the stage for a “healthy competition” between state money and crypto.
Trump Family Makes $1.4 Billion Off Crypto in 2025, Offsetting Losses Elsewhere
Bloomberg’s analysis suggests the Trump family’s crypto ventures added about $1.4 billion to their wealth in 2025, now roughly 20% of their fortune, driven by token sales and mining exposure. The gains arrive alongside heightened scrutiny over potential conflicts of interest tied to policy decisions, pardons, and regulatory actions.
