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Over $1B liquidated in the past 24 hours. The biggest liquidations were, as usual, $BTC ( ▼ 3.48% ) and $ETH ( ▼ 7.08% ) . This morning, BTC even broke below $88K.
The main pressure is coming from the rising tension between the U.S. and EU. But they’re saying the market drop is caused by Japanese bond moves, not Greenland!?
Here’s what we got for you today:
👀 Why "exponential age" killed our old cycle?
⭐ Bitcoin erases 3-week rally, back to 2025
⭐ USOR +150% after US-Venezuela oil news
🔥 Burning hot takes for the road
2025 was a wake-up call. The Nasdaq rallied 20% and Gold mooned 66%. Meanwhile, our lovely BTC dipped and alts got crushed.
Crypto is no longer the only game for high-risk returns. We are competing with robots and AI now. To survive, you need a Tripod Portfolio. It’s boring, but "boring" is where the trillions of dollars are in 👇
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📉 BTC ERASES 3-WEEK RALLY, BACK TO YEAR-END 2025 LEVELS
As of Jan 21, BTC dropped about 4% in the past 24 hours, now trading around $89K, almost the exact same level it ended 2025 at.
Earlier in the session, it dipped as low as $87,901. The whole 2026 rally so far has gone. Just a week ago, we were over $97K.
1/ It’s a Brutal End to 2025
BTC closed 2025 around $87K–$88K, down ~30% from its all-time high of $126K in October.
December 2025 alone saw a 22% drop, it’s the worst monthly loss since Dec 2018. The expected “Santa rally” never came.
Volume was low, the mood was quiet, and every bounce got sold into.
2/ Early 2026 Optimism Also Didn’t Last
On Jan 14, U.S. inflation numbers came in cooler than expected, and BTC jumped over 4% in a day, pushing past $97K for the first time since November.
That break above $95K felt like a real shift, a key level both technically and emotionally. Hope also came from the Clarity Act, a bill meant to provide clear U.S. crypto regulation.
But... the Senate pushed it back. They didn’t have the votes and delayed it to the last week of January.
3/ Then Geopolitics Crashed the Whole Party
Jan 21 hit like a brick. Trump proposed buying Greenland (again) and threatened new tariffs on Europe.
→ U.S. stocks dropped over 2%
→ VIX shot up to its highest since November
→ The dollar dropped against most major currencies
A hedge fund manager at Winshore Capital said this stirred up "hidden risk", many investors are now avoiding U.S. assets altogether.
Does it feel familiar? Just remember April 2025, when Trump tariff announcement triggered major sell-offs and volatility across U.S. markets.
So here we are. BTC is right back at its 2025 close.
This Wednesday, the Supreme Court hears Trump’s attempt to fire Fed Governor Lisa Cook. Meanwhile, even if the Greenland drama cools off, it’ll take months to settle.
If you’re holding long-term, maybe none of this matters. But if you’re trading short-term, be careful.
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🛢️ $USOR WENT WILD (+150%) AFTER US-VENEZUELA OIL NEWS
Just yesterday, a little-known token on Solana called US Oil ($USOR ( ▼ 37.82% ) ) suddenly exploded, jumping over 150% in a single day, pushing its market cap beyond $40 million.
Why? Because the U.S. just started selling seized Venezuelan oil, and traders didn’t miss a beat turning that into a tradable meme.
Even though USOR has zero confirmed link to actual U.S. oil reserves, the token suddenly became a trending asset on CoinGecko 😅
USOR hit over $0.04, with nearly $20M in daily trading
Token is built on Solana, mostly trading via Meteora DEX
Some platforms even flagged it as “abnormal chart behavior” because of how vertical the move was
The project claims on its website that USOR is an “on-chain reserve index”, like a tokenized version of U.S. oil reserves.
But there’s zero proof, no legal documents, no links to actual reserves, and nothing to confirm it’s tied to the U.S. government in any way. Even more suspicious:
USOR launched on the same platform as TRUMP meme coin!?
On-chain folks noticed wallets clustering together, possibly insiders
“Bubble map” diagrams showed most tokens are held by a few large wallets, which might be linked
Some claim this is a classic pump-and-dump play, tying the token to real-world news for quick speculation.
Others say it’s just another meme coin trying to ride a real-world headline for a quick flip. And there’s no official word from the U.S. or energy agencies, of course.
But that didn’t stop anyone. Traders love a good story, and this one came gift-wrapped. Even without real backing, people jumped in really fast.
It’s about timing the narrative. Someone likely had USOR locked and loaded, saw the Venezuela oil news, and ran the play. And it worked.
I’m not saying don’t play it. But if you do, go in knowing exactly what game you're playing. Because people launching these tokens probably already planned their exits.
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🔥 BURNING HOT TAKES FOR THE ROAD
ETF flow today took another hit. BTC Spot ETF is ‑$479.7M, ETH one is ‑$230M. Both saw big outflows again. Read more
“Sell America” wave spreads globally. Investors around the world are dumping U.S. assets as tensions rise between Trump and EU. Read more
Solana Mobile kicked off a massive airdrop for SKR for 100,000+ eligible wallets. $SKR ( ▲ 1322.12% ) up nearly 78% in the last 24h. Read more
pump(.)fun launches $3M Pump Fund to back real startups, moving beyond memecoins. $PUMP ( ▼ 3.48% ) token moved slightly (+2.5%) then. Read more
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