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The Daily Drip
Friday, January 23, 2026
The Daily Drip
✅ Top Takeaways
- BTC up, narrative questioned: Bitcoin trades around $90.8K and is up roughly 1–1.5% on the day, but critics argue the traditional 4‑year halving cycle and “digital gold” framing are fading as metals massively outperform.
- ETH & alt bounce: Ether nears the $3K handle, while XRP, SOL and ADA all post solid single‑day gains, helped by bullish tokenization data on the XRP Ledger and renewed chatter about the next altcoin season.
- Metals & Dollar reset: Gold presses toward $5,000, silver finally breaks $100, copper jumps and the Dollar Index heads for its worst week in months as investors double‑down on tangible assets over U.S. paper claims.
📰 Crypto Market Summary
Bitcoin trades at $90,771, up 1.46%, but struggles to hold above the psychological $90,000 level. The digital gold narrative is failing as precious metals surge while crypto remains under pressure, with analysts declaring the famous 4-year halving cycle officially dead.
Ether rose to $2,995.63, gaining 1.57% amid modest recovery across major cryptocurrencies. Despite Layer 2 solutions gaining traction in crypto podcasts at 33% coverage, mainstream media coverage remains minimal at just 0.28%, highlighting a massive 119x awareness gap.
XRP climbed 1.43% to $1.95 following bullish remarks from Ripple CEO Brad Garlinghouse, who predicts new crypto record highs this year. XRP tokenization on the ledger exploded from $19 trillion to $33 trillion annually, signaling institutional adoption beyond trading.
Solana rose 0.76% to $129.27 as market experts analyze prospects for the next altcoin season. Despite recent consolidation, analysts see potential for renewed momentum across alternative cryptocurrencies including SOL, ETH, and XRP.
Gold surged past $4,965, approaching the $5,000 psychological level in its strongest weekly performance since March 2020. The precious metal rallied 6.5% for the week driven by fading confidence in US assets, geopolitical tensions, and a weaker dollar.
Silver smashed through the $100 per ounce level for the first time, currently trading around $101. The precious metal has surged 34.6% over the past month and an extraordinary 216% year-over-year as demand for hard assets intensifies.
The US Dollar Index tumbled 0.50% to 98.29, heading for its worst weekly performance since June. The greenback weakened as Trump's Greenland threats followed by backtracking eroded confidence in US leadership, triggering a broader 'Sell America' trade.
Copper futures climbed above $5.94 per pound, rebounding from multi-week lows with a 2.85% gain. Demand for real assets increased as shifting US-Europe geopolitical dynamics involving Greenland pressured the dollar, lifting the broader metals complex.
💰 ETF Flows & Market Structure
Spot crypto ETFs see another modest risk‑off day with roughly $74.2M in combined outflows, split between about $32.2M leaving BTC funds and $42M exiting ETH products, suggesting institutions are trimming rather than capitulating.
The S&P Cryptocurrency Broad Digital Asset Index slips 1.29% on the session but remains up around 3.28% year‑to‑date, still reflecting a positive, if volatile, start to 2026 after January’s shakeout.
Signal: flows and price action point to a market in “probing mode” — buyers are re‑engaging near key levels, but they’re doing it with tight stops and selective exposure rather than a full‑on risk binge.
📊 Sentiment Dashboard
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $87,508.83 | $90,736.07 | 1.23% | -4.61% | 3.69% | $1,812.89B |
| ETH | $2,967.04 | $2,994.28 | 1.05% | -8.80% | 0.92% | $361.39B |
| USDT | $1.00 | $1.00 | -0.05% | -0.07% | 0.03% | $186.68B |
| XRP | $1.84 | $1.95 | 1.08% | -4.87% | 6.01% | $118.57B |
| BNB | $863.26 | $901.12 | 1.59% | -3.24% | 4.39% | $122.88B |
| SOL | $124.48 | $129.18 | 0.53% | -9.94% | 3.78% | $73.09B |
| TRX | $0.28 | $0.30 | -1.22% | -2.92% | 6.75% | $28.31B |
| DOGE | $0.12 | $0.13 | 1.41% | -7.64% | 5.61% | $21.35B |
| ADA | $0.33 | $0.37 | 1.52% | -5.15% | 11.32% | $13.24B |
| BCH | $598.96 | $596.95 | -0.16% | -0.99% | -0.34% | $11.93B |
- BTC and ETH have both crept back into positive YTD territory, but their negative 7‑day returns show that buyers are still absorbing a week of macro‑driven selling.
- ADA, DOGE, XRP and BNB all sport mid‑single‑digit to low‑double‑digit YTD gains, confirming that high‑beta majors remain the preferred way to express directional views when risk appetite returns.
- BCH continues to lag big‑cap peers on most timeframes, highlighting how attention has shifted toward programmable and ecosystem‑rich assets rather than legacy forks.
⚡ Risk & Market Lens
With gold flirting with $5K, silver above $100, the Dollar sliding and BTC still stuck just above $90K, portfolios are increasingly juggling three hard‑asset buckets: metals, crypto and industrial commodities.
What to watch: whether BTC can finally convert $90K from ceiling to floor, how quickly ETH and Layer‑2 narratives escape the crypto echo chamber, if XRP’s tokenization surge proves sticky, and whether the “sell America” trade keeps funneling capital into hard assets or starts to rotate back into risk.
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OPEN YOUR H2cryptO ACCOUNTDisclaimer
This newsletter is for informational and educational purposes only and is not investment advice, solicitation, or an endorsement of any strategy or asset. H2cryptO does not warrant data accuracy or completeness. Crypto assets are highly volatile; always consult professional advisors, use caution, and comply with local laws before making strategic, financial, or investment decisions.