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The Daily Drip
Sunday, January 18, 2026
The Daily Drip
âś… Top Takeaways
- Tariff shock on Europe: Trump’s new 10% tariffs (rising to 25% in June) on eight European nations over Greenland inject fresh uncertainty just as he heads to Davos.
- AI earnings front and center: Netflix, Intel and Nvidia highlight the Q4 season, with investors shifting from pure AI build‑out narratives to execution and monetization.
- Crypto holds up: Bitcoin trades near $95.3K with volume up sharply since Monday, ETH outperforms above $3.35K, and SOL slips modestly as altcoin sentiment stays mixed.
đź“° Crypto Market Summary
Bitcoin trades at $95,368, up 0.27% as volume surged 42% since Monday despite hitting six-month lows earlier. Ethereum outperforms with 1.41% gain while Solana slips 0.80% amid mixed altcoin sentiment.
🌍 Macro & Equities Watch
President Trump announces 10% tariffs on eight European nations tied to the Greenland dispute, with rates set to climb to 25% in June, reopening questions about trans‑Atlantic trade just as he travels to Davos to meet global leaders.
The Russell 2000 has surged roughly 20% over the past six months, doubling the S&P 500’s 10% gain as investors rotate into domestically focused and AI‑levered small caps like Bloom Energy and Kratos Defense, up about 60–64% over the period.
Macro lens: higher tariff risk collides with an AI‑driven equity melt‑up, making crypto’s role as an alternative macro hedge and growth asset increasingly relevant for diversified portfolios.
🤖 AI, Semis & Disruption
Q4 earnings season brings focus back to AI execution: Netflix and Intel report alongside Nvidia, where the narrative is shifting from a pure hardware super‑cycle to sustained demand, software stacks and data‑center utilization.
Wolfe Research names Nvidia its top 2026 pick, seeing roughly $40B of upside revenue potential and a still‑reasonable ~23x forward earnings multiple, while Morgan Stanley boosts its ASML target by 40% to €1,400 on expectations of stronger 2027 chip‑equipment spending.
Anthropic’s latest AI tool has revived disruption fears in software, contributing to year‑to‑date drops of more than 12% in names like Intuit, ServiceNow, Adobe and Salesforce as Sequoia Capital lines up a major Anthropic investment at a reported $60B valuation.
Market lens: AI remains the dominant equity theme, but leadership is broadening from mega‑caps into small caps and infrastructure names — a risk‑on backdrop that has historically been constructive for digital assets.
đź“Š Sentiment Dashboard
🔢 Market Performance
| Coin | Dec 31 | Now | 24h % | 7d % | YTD % | Cap |
|---|---|---|---|---|---|---|
| BTC | $87,508.83 | $95,307.50 | -0.12% | 5.10% | 8.91% | $1,904.01B |
| ETH | $2,967.04 | $3,357.20 | 1.16% | 7.70% | 13.15% | $405.20B |
| USDT | $1.00 | $1.00 | 0.00% | 0.12% | 0.13% | $186.93B |
| XRP | $1.84 | $2.06 | -0.75% | -1.28% | 11.95% | $125.22B |
| BNB | $863.26 | $951.48 | -0.16% | 5.19% | 10.22% | $129.75B |
| SOL | $124.48 | $142.50 | -1.15% | 2.23% | 14.47% | $80.58B |
| TRX | $0.28 | $0.32 | 1.25% | 6.06% | 14.28% | $30.31B |
| DOGE | $0.12 | $0.14 | -0.84% | -0.34% | 14.55% | $23.14B |
| ADA | $0.33 | $0.39 | -1.28% | 0.64% | 19.62% | $14.19B |
| BCH | $598.96 | $594.01 | -0.03% | -9.36% | -0.83% | $11.87B |
- BTC and ETH are up roughly 9% and 13% year‑to‑date, respectively, with ETH continuing to outpace BTC as rotation toward smart‑contract and yield narratives builds.
- SOL, TRX, ADA and DOGE all retain mid‑teens YTD gains, but their softer daily prints show that high‑beta exposure is still being managed rather than chased.
- BCH remains a notable laggard on a weekly basis despite only marginally negative YTD performance, reflecting weaker demand for non‑programmable fork assets this cycle.
⚡ Risk & Market Lens
With tariffs back in the headlines, AI‑linked equities at highs and BTC/ETH quietly trending up, portfolios are increasingly balancing macro‑hedge assets, growth exposure and on‑chain yield — a mix that can amplify both upside and volatility if any leg stumbles.
What to watch: how European risk assets and the Dollar react as tariff details emerge, whether ETH can maintain its outperformance as tokenization stories grow, and if SOL and other high‑beta majors can turn shallow pullbacks into fresh breakouts rather than deeper corrections.
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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.