After Wall Street's control, does the Bitcoin circle still have the same flavor?
In a nutshell: The wildness has faded, institutions dominate, the circle has completely changed, but the roots of decentralization remain!
The past cryptocurrency circle: Retail investor revelry, news-driven pumps, high-volatility gambling, a wild paradise for geeks and speculators. Now in the cryptocurrency circle: ETFs dominate pricing, institutions lock up supply, macro policies dictate bull and bear markets, it’s like a "digital version of U.S. stocks."
📉 The data speaks:
- Bitcoin has plummeted 40% from its peak, falling below $71,000, with Wall Street able to crash a trillion-dollar market cap with just a word. - MicroStrategy's holdings have fallen below cost price, and institutions no longer blindly support the market, turning against their own. - Retail trading volume has dropped by 78%, completely losing pricing power, leaving only those willing to buy at high prices.
💡 The truth is heart-wrenching: Wall Street has not completely monopolized, but firmly holds liquidity and pricing power. Bitcoin is no longer a "wild casino," but a part of institutional asset allocation, with decreased volatility and extended cycles, and it will never return to the era where retail investors call the shots.
✅ Final reminder: Don’t be superstitious about the "myth of decentralization"; following the flow of institutional funds and macro policies is the survival rule for 2026!
The current price of mainstream coins can be mindlessly leveraged three to five times. If the mainstream drops 3-5%, increase the leverage and continue to go long. If Bitcoin does not drop below 7.4, this is a critical threshold.
Alert! Bitcoin at $85,500 hits key support, tomorrow may determine short-term fate! Just when the market thought the pullback was nearing its end, Bitcoin today directly broke through the $86,000 threshold, currently locked at $85,500—this position is not only a key support of the 200-day moving average, but also the 'lifeline' since the recent pullback from the $91,223 high. The fear and greed index remains at 29 points in the 'deep fear' zone, with the dual pressure of ETF capital withdrawal and technical breakdown. Will Bitcoin rebound from the bottom tomorrow, or will it completely open up space below $83,000? Three core signals have long concealed the mystery!
💥Big news in the crypto world! The Dutch directly throws 300 million euros, dumping all traditional securities into the blockchain!
I saw this morning that the Dutch regulatory exchange NPEX is planning to migrate 300 million euros of traditional securities 100% to the DUSK blockchain! This is not a small experiment; it is an institution with a formal financial license, betting real money on blockchain! It means traditional financial giants have finally switched from 'talking big' to 'real money mode'. Is the RWA track going to change? But then the magic happened! Just after the news of the 300 million euros coming in spread, DUSK actually plummeted by 13%?! On one side, institutions are heavily investing 300 million, while on the other side, the coin price is plummeting, and retail investors are scared and selling off. This operation is reminiscent of those ridiculously undervalued stocks in 2018! Is the market blind?
🔥 Emergency Warning! RIVER's Crazy Cow Brakes, Hidden Opportunities After a 4.21% Plunge in 24 Hours?
As Bitcoin falls below $88,000 and mainstream coins howl in despair, RIVER ignites the bear market with its own strength: a 127% surge in 7 days, a staggering 1640% in 30 days, after hitting a historical high of $87.73 yesterday, today it retraced to $73.43, showcasing a thrilling narrative of 'heaven to earth'!
📊 The Truth Behind the Terrifying Data
- The volatility is insane: In 24 hours, it soared from $67.76 to $87.73, then crashed back to $73.43, with a volatility of over 29%, bulls liquidating and bottom-fishing funds engaged in a crazy game. - Funds are pouring in recklessly: Daily trading volume reached $671 million, market cap soared to $1.44 billion, ranking 76th globally, with Bitunix and Uniswap V3 as the main trading battlegrounds. - Institutions lend support: Justin Sun's $8 million strategic investment + Arthur Hayes' endorsement, $14 million financing poured into cross-chain ecology, accelerating multi-chain layout of Sui/ETH/BSC.
⚠️ Key Points for Today's Fluctuation Game
1. Support Level Lifeline: The $70 mark becomes the last defense for bulls; if it breaks, it will test the $65-67 range (the starting point from yesterday), holding it will restart the rebound. 2. RSI Overbought Alert: The current RSI is approaching 68, indicating short-term retracement pressure, but in a strong trend, it may maintain high-level fluctuations, leaving room for 'air refueling'. 3. Trading Volume Exposes Intent: The trading volume did not significantly shrink during the retracement, with net inflows turning positive, indicating that institutions are still accumulating rather than unloading and crashing.
🚀 Two Scenarios for the Future (Must-See for Retail Investors)
- Optimistic Scenario: Return above $80 in the evening, breaking yesterday's ATH of $87.73, aiming for the $90-100 range (30-day increase has reached 2022%, crazy bull has no top). - Cautious Scenario: Retrace to the $65-70 range for consolidation, digesting profit-taking before attacking again, avoiding chasing high positions, waiting for a pullback confirmation.
💡 Harsh Reminder:
This round of surge has increased by 46 times from the bottom of $1.58, but cryptocurrency has no eternal myth! The current volatility is 3 times that of Bitcoin, leverage trading requires setting stop losses, and capital safety is always the priority.
👉 Do you think RIVER will have a V-shaped reversal or a deep retracement? Leave your bullish or bearish stance in the comments, follow me to unlock precise support and resistance calculations for RIVER after reaching a thousand followers!
$RIVER Completed and lost over 10,000, that's it, I don't want to run anymore. Turn off the phone and check back in a couple of days, not sure if the warehouse is still there. {future}(RIVERUSDT)
1. Today's market situation and fluctuations (as of 2026-01-26 15:30)
• Current price: $74.37, 24-hour increase **+34.26%, with significant intraday volatility, range $55.39-$78.78**, 24-hour trading volume **$88.15M**, circulating supply of 19.6 million tokens, market cap ranked 74th.
• Core drivers: On January 22, Justin Sun's $8 million strategic investment + news of collaboration with Sui Network stimulated the price, coupled with leveraged funds driving a short-term surge.
• Technical analysis: Short-term overbought, high volatility, futures trading volume is over 80 times that of spot trading, increasing divergence between bulls and bears, caution is needed for leverage liquidation and profit-taking risks.
• Price judgment: In the short term, due to favorable news and a strong capital environment, but the risk of a pullback is extremely high under high volatility; medium to long-term view focuses on project implementation and the integration progress of the TRON ecosystem.
2. Relationship with Justin Sun
1. Strategic investment: On January 22, Justin Sun invested $8 million in the decentralized stablecoin project River, aimed at deploying its stablecoin infrastructure in the TRON ecosystem, promoting the integration of satUSD with TRON ecosystem stablecoins (USDT, USDD, etc.), and expanding lending, staking, and other scenarios.
2. Price impact: After the investment news was announced, the price of RIVER surged in the short term, this increase is directly related to Justin Sun's capital injection and market enthusiasm.
3. Ecosystem binding: The cooperation focuses on the liquidity of TRON ecosystem assets and yield products (such as Smart Vault), and Justin Sun's resources are expected to help River expand its users and application scenarios.
$AXS The three-year hibernation of the leading blockchain game, is the fish market trend here?
Once topping at 165U, the king of blockchain games AXS supported countless people during the pandemic with Play to Earn, but has seen a decline for three years, allowing the major players to complete a 75% control of the chips, with an average holding price of only about 1.5U! Recently, after a surge to 2.7U, it has retraced to 2.2U, with a 30-day increase of over 222%, behind which is the long-planned layout of the main players.
Blockchain games are indeed the easiest track to land in blockchain, and the lower the economic environment, the more demand there is for zero-threshold blockchain game gold mining, which is also the core logic of AXS. It is impossible for the main players to make a small profit after holding for three years; the target is set high at 10U. The current pullback is precisely a window for low absorption—gradually laying out at 1.6-2U, with 4-5U as the take-profit point to safely catch the fish body, without being greedy for the fish tail. This leading rebound trend is worth watching!
$AXS The three-year dormancy of the leading blockchain game, has the fish body market arrived?
AXS, the king of blockchain games, once peaked at 165U. During the pandemic, it supported countless people through Play to Earn, but it has been in a downward trend for three years, allowing the major players to complete 75% of the chip control, with an average holding price of only about 1.5U! Recently, after a surge to 2.7U, it pulled back to 2.2U. Behind the 30-day increase of over 222% is the long-planned layout by the major players. Blockchain games are indeed the most accessible track of blockchain. The more depressed the economic environment, the greater the demand for no-threshold blockchain games to make profits. This is also the core logic of AXS. Major players have held their positions for three years; it is impossible to exit with just a small profit. The target is set high at 10U. The current pullback is a low-buying window — layout in batches at 1.6-2U, take profits in a stable way at 4-5U, and don’t be greedy for the tail end of the fish. This wave of leading rebound market is worth looking forward to!
1. Solana on-chain RWA locked assets break through $11 billion - The entry of traditional financial institutions such as BlackRock and Ondo is a core driving force. These institutions are tokenizing traditional assets like U.S. Treasury bonds and deploying them on Solana, which has driven the continuous increase in on-chain asset liquidity. - With its technical advantages of high throughput and low transaction fees, Solana has become one of the popular blockchains for institutions looking to invest in RWA. 2. National gold-backed stablecoin launch - This is a stablecoin anchored to national credit and physical gold, representing an important innovation in the RWA space. It aims to combine the hedging properties of gold with the efficient liquidity of blockchain, further expanding the scenarios for bringing real assets on-chain. Industry background supplement RWA space heat: From 2025 to 2026, RWA has become one of the core narratives in the crypto industry, with the global on-chain RWA total market value exceeding $35 billion. Gold tokenization and U.S. Treasury bond tokenization are currently the two most mainstream directions. - Solana's growth logic: In addition to the influx of institutional funds, Solana continues to attract capital and ecological projects through partnerships with traditional companies such as Western Union and the approval of spot ETFs, with its total on-chain stablecoin amount also exceeding $15 billion, providing a solid liquidity foundation for RWA development. - Policy direction: The People's Bank of China has made it clear that RWA will be included in the compliant development track, with domestic efforts focused on promoting asset digitization around the digital yuan, while cross-border initiatives will leverage Hong Kong to connect with global capital, providing policy support for the long-term development of RWA.
CZ's statement in Davos that "exchanges and stablecoins have matured" is not the end of the industry but the starting whistle for the RWA era. From walking out of prison to the global financial stage, his seemingly casual three directions actually anchor the core future of the crypto industry—RWA is the core engine of this transformation.
As of today in 2026, RWA is no longer a concept; the market value of on-chain tokenized assets has surpassed $20 billion, with U.S. government bonds, real estate, and green electricity revenue rights all going on-chain, while traditional giants like BlackRock and Goldman Sachs rush in with funds and compliance plans. When Trump proposed establishing a Bitcoin strategic reserve, and when Hong Kong and Dubai built exclusive compliance frameworks for RWA, the barriers between crypto and traditional finance have long been broken.
Those financial moguls who once sang the blues about crypto are now queuing up to seize the RWA track, because they see clearly: tokenization allows for the fragmented circulation of trillion-level real assets and 24/7 trading, which is a revolution in financial efficiency. The tokenization of national assets mentioned by CZ is being realized through RWA, with invisible payments completing a deep binding with the real economy through RWA, and improved regulation paving the way for RWA to scale.
The rules of the crypto game have long been rewritten; it is no longer mere speculation for self-appreciation, but rather, with RWA as a bridge, it has become the infrastructure of global finance. The train has left, and RWA is the core fuel of this vehicle.
Finally, Hong Shun accelerates the landing of RWA in the stock market, using manufacturing capacity as underlying assets for tokenization.