✅ Top Takeaways

• Bitcoin has pushed through the $93,000 zone with analysts calling a fresh bullish trend as options flows increasingly target the $100,000 region.
• XRP and Dogecoin are getting a dedicated ETF tailwind, with XRP logging a multi‑week inflow streak and a 2x DOGE ETF sitting near the top of the 2026 leaderboard.
• Morgan Stanley’s spot Bitcoin and Solana ETF filings plus record copper and strong gold and silver show TradFi and macro are moving with crypto, not against it.

📰 Crypto Market Summary

• BTC momentum flips bullish: Bitcoin surged past $93,000 after a choppy end to 2025, with several research desks now describing price action as decisively bullish and pointing to renewed institutional participation and upside call positioning toward $100,000.
• XRP extends ETF‑driven outperformance: XRP jumped roughly 11% over the last 24 hours and more than 30% on the week, while U.S. spot XRP ETFs logged their 33rd straight day of inflows and exchange reserves fell to an eight‑year low, tightening available supply.
• DOGE’s leveraged ETF moment: Dogecoin spot ETFs recorded about $23 million in net inflows on January 6 after weeks of quiet trading, and a 2x leveraged DOGE ETF has emerged as one of the top‑performing funds to start 2026 as spot prices climbed from around $0.13 to $0.14.
• MicroStrategy’s giant paper loss: MicroStrategy reported an unrealized loss of roughly $17.44 billion in Q4 2025 as bitcoin pulled back from all‑time highs, with shares down nearly 50% last year even as the firm continues to add to its approximately 650,000 BTC stack, prompting renewed debate over potential forced selling to service debt.
• Morgan Stanley deepens its crypto push: Morgan Stanley submitted SEC registration forms for spot Bitcoin and Solana ETFs, adding a major Wall Street brand to the roster of issuers and signaling that appetite for regulated BTC and SOL exposure continues to build two years after the first spot bitcoin ETFs launched.

📊 Sentiment Dashboard

🔢 Market Performance

• BTC and ETH are modestly lower on the day but still up solidly year‑to‑date, consistent with a market consolidating after a strong ETF‑driven run.
• XRP, SOL, ADA and DOGE are posting double‑digit weekly and YTD gains, showing that ETF‑linked assets and high‑beta L1s remain the leadership group for this move.
• Red prints in DOGE, ADA and BCH after strong weeks look more like healthy rotation than a full risk‑off, especially with BTC dominance still hovering around 58%.

🌍 Macro & Commodities Watch

Copper futures have broken above $6 per pound for the first time on supply concerns and fears over new Trump‑era tariffs, while silver has surged about 7% toward $79 and gold trades above $4,450 as investors seek safety amid geopolitical tensions.

That backdrop means bitcoin is now competing not only with AI‑linked equities but also with record‑high copper and surging precious metals for the “macro hedge” slot in portfolios, even as crypto ETF rails make it easier for institutions to add digital‑asset exposure.

⚡ Risk & Market Lens

BTC above $93K, a formal “bullish trend” call from research desks, an XRP inflow streak, leveraged DOGE products, and Morgan Stanley’s ETF filings all point to an early‑cycle environment where institutional and retail flows are finally aligning again—but volatility risk remains high.

What to watch: whether BTC can quickly reclaim the mid‑$90Ks after pullbacks, if XRP and DOGE ETF inflows persist once volatility cools, and how regulators respond to the next wave of Wall Street spot products—factors that will determine if this run toward $100K becomes a full 2026 bull leg or stalls at resistance.

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DISCLAIMER

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.