Santiment Re-poster

In the aftermath of the significant price drop observed over the last week, market participants have adopted a heavily negative stance on both Bitcoin and Ethereum. In contrast, traders are demonstrating a decidedly more hopeful perspective regarding XRP. Market dynamics frequently operate inversely to the emotional drivers of retail investors, moving against prevailing fear and greed. Given this tendency, a solid case can be made for an upcoming temporary recovery. Such a relief rally appears likely provided that smaller market participants persist in their skepticism toward the broader cryptocurrency sector.

Once clarity emerged regarding the passed bill to avert a U.S. government shutdown, Bitcoin managed a solid rebound from the $72.8K mark. Despite this recovery, the DeFi sector still saw $30M in liquidations. Read our full analysis regarding these fluctuations and upcoming market trends at the link.
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The narrative surrounding Bitcoin has noticeably shifted from hopeful inquiries of "wen bounce" to speculation regarding exactly how "low we can go." On the provided chart, the height of the bars corresponds to specific discussion trends: the blue segments represent mentions of the $50K-$59K range for $BTC, while the red segments indicate mentions of $90K-$99K $BTC.

Typically, when conversation centers on higher price targets, it signals greed; conversely, a focus on lower values points to fear. Since financial markets frequently move in the opposite direction of crowd expectations, the fact that retail traders view a sub-$60K Bitcoin scenario as a foregone conclusion suggests there are grounded arguments for a potential short-term relief rally.

For the first time since the tariff-driven market crash on April 7, 2025, Bitcoin has fallen below the $75K mark. As we look toward the future, the primary factor that will determine if the asset drops beneath $60K or rallies back above $90K is the behavior of major stakeholders. The market's direction hinges on whether these entities decide to start accumulating again or if they continue their selling pressure.

According to recent blockchain data, there is a notable divergence in strategy among different investor classes. Wallets holding between 10 and 10,000 $BTC, which collectively possess slightly more than two-thirds of the total supply, have sold off 50,181 coins over the past two weeks. Conversely, smaller wallets containing less than 0.01 $BTC have been enthusiastically purchasing during these dips, anticipating a price recovery.

The accompanying chart categorizes market conditions based on the interplay between large and small investors. We have identified five distinct scenarios:

A red indicator represents a Very Bearish phase, characterized by whales selling while retail investors accumulate.
An orange indicator signals a Bearish trend where whales are selling, but retail behavior is unpredictable.
A yellow indicator suggests a Neutral outlook, occurring when both groups are acting unpredictably or the market is moving sideways.
A blue indicator points to a Bullish environment where whales are accumulating, despite unpredictable retail actions.
A green indicator denotes a Very Bullish scenario, occurring when whales accumulate assets while retail investors sell.

At this moment, the market is exhibiting the conditions for a continued bearish outlook, driven by the combination of whales offloading their holdings while retail investors continue to buy.

Hyperliquid is actively moving prediction-style trading on-chain following the HIP-4 rollout. This transition has sparked a significant increase in trading volume, while the price of $HYPE has risen by +16% within the past 24 hours and +71% over the last 2 weeks. Does this activity suggest that traders are looking to front-run adoption? We investigate these trends in our latest update.
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Social media channels have become saturated with fear, uncertainty, and doubt following a drop of -16% in the value of Bitcoin since January 28th. Despite dipping to a low of $74.6K, $BTC has successfully recovered to $78.3K as retail traders liquidated their holdings. This price action serves as further evidence that financial markets frequently trend in the opposite direction of popular narratives.

Data regarding social engagement reveals that the volume of negative posts is currently peaking, representing the most bearish outlook from the retail sector since the market crash on November 21st. Typically, such periods of extreme negativity are followed by a relief rally. The current bounce is showing positive signs, closely resembling the recovery patterns observed during the previous two instances of widespread fear.

You can keep a close watch on these sentiment trends by using our tools. Feel free to toggle through the data to see how FOMO and FUD are affecting over 3,000 distinct projects:

Social media channels have been dominated by FUD following a -16% decline in Bitcoin since January 28th. Although the price of $BTC dipped to $74.6K, it has since recovered to $78.3K as retail traders sold off their holdings. This price action serves as further evidence that the market frequently moves in the opposite direction of popular consensus.

Data shows that negative discussions surrounding crypto are accumulating, marking the most bearish sentiment among retail participants since the crash on November 21st. Typically, such extreme negativity is followed by a relief rally. The current bounce is encouraging, as it mirrors the behavior seen during the last two instances of FUD-driven market fear.

You can monitor these sentiment trends via the provided link, which allows you to toggle between assets and analyze FOMO and FUD levels for over 3,000 distinct projects:

Below is an updated ranking of the leading Real World Asset (RWA) projects in the cryptocurrency sector, organized by their development activity levels. The directional symbols accompanying each entry indicate whether the project's position has risen, fallen, or remained static compared to the previous month:

➡️ 1) @hedera $HBAR 🥇
➡️ 2) @chainlink $LINK 🥈
➡️ 3) @avax $AVAX 🥉
➡️ 4) @stellarorg $XLM
📈 5) @iota $IOTA
📉 6) @chia_project $XCH
📈 7) @vechainofficial $VET
📈 8) @hellolumerin $LMN
📈 9) @creditcoin $CTC
📉 10) @injective $INJ

You can learn more about how @santimentfeed extracts GitHub activity data directly from project repositories, and understand why this metric is crucial for successful crypto trading strategies, by reading the full methodology here: https://t.co/hPpga2LHWZ

Be sure to save our Real World Asset (RWA) project watchlist to your bookmarks to uncover market insights that other participants often miss.

While analysts have frequently debated the potential migration of profits from precious metals into the cryptocurrency space, the market movements observed today took almost everyone by surprise. Specifically, the price of gold tumbled by more than -8% today, and silver experienced a decline of more than -25%. Despite these sharp downturns in the metals sector, there is a positive takeaway: Bitcoin and altcoins displayed stability and remained flat on Friday.

We have compiled a ranking of the leading cryptocurrencies that are either fully or partially linked to the Ethereum-based ecosystem, evaluated according to their development activity. The directional arrows below indicate how the standing of each project has shifted compared to the previous month:

➡️ 1) @metamask $mUSD 🥇
➡️ 2) @starknet $STRK 🥈
➡️ 3) @chainlink $LINK 🥉
📈 4) @radworks_ $RAD
📉 5) @safecoin $SAFE
➡️ 6) @ethereum $ETH
📉 7) @decentraland $MANA
📈 8) @worldcoin $WLD
📉 9) @ethstatus $SNT
📉 10) @cartesiproject $CTSI

To understand why these metrics are valuable for crypto trading and to review the Santiment methodology for isolating significant GitHub activity data from project repositories, please read the full explanation here: https://t.co/hPpga2LHWZ

You can access insights that other market participants might miss by saving our watchlist for ETH-based projects:

We invite you to tune in to our This Week in Crypto livestream. Our discussion focuses on the bloody week the cryptocurrency sector has just experienced. You can watch the full broadcast at https://www.youtube.com/watch?v=prhpL4OJBtU

Social media metrics indicate that critical discussions regarding Bitcoin have surged, hitting their highest point for the entire year. This spike in FUD among crypto traders arrives as the asset hits a valuation of $84.2K today, marking its lowest price point since November 21st.

History suggests that such a pivot toward severe fear is often a precursor to capitulation. When this occurs, retail selling typically clears the way for smart money to purchase the available coins, which inevitably leads to a price recovery. In the short term, you should anticipate ongoing and unpredictable turbulence, given that the crypto markets are reacting to retraces currently affecting equities, silver, and gold.

Traditional assets such as equities, gold, and silver are enduring heavy losses, but the decline in cryptocurrencies is notably steeper. With Bitcoin dipping to $83.2K and altcoins retracing, traders are scrambling to determine the right move, holding mixed views on whether this downturn offers a buying opportunity.

Have you ever wondered how crypto wealth is divided based on the specific amount of time investors have been holding their assets? We are introducing a fresh content lineup called Metrics Explained to help you understand how to utilize distinct, untapped data points to refine your trading approach. Click below to get the full breakdown on Hodl Waves.

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Have individual investors lost patience with the sideways trends in the cryptocurrency space? We joined forces with @ThinkingCrypto to analyze the situation. Current data points to a rotation in capital, as traders appear to be favoring gold and silver. You can view the complete discussion via the link below.

https://www.youtube.com/watch?v=nP9sK6ddhtI

🐳🦈 Even though the price of XRP has drifted down by -4% since 2026 started, the count of substantial holders is increasing again. This marks the first rise in wallets containing at least 1M $XRP since September. Seeing a net gain of +42 of these major addresses on the ledger serves as a hopeful indicator for the long-term picture.

The Federal Open Market Committee has finalized its decision for the year's opening meeting, opting to leave interest rates unchanged. During the announcement, Jerome Powell described the current rates as being in a neutral range, which implies that they could remain at this level for the indefinite future.

Because Federal Reserve decisions heavily influenced cryptocurrency volatility between 2022 and 2025, these press conferences naturally attract significant scrutiny from the market.

As illustrated in the data below, distinct colors represent social sentiment. The substantial red bars signify periods where social media discussion regarding the FOMC meeting was driven by greed and bullishness. Conversely, the prominent blue bars highlight times when the crowd felt fearful and bearish.

In the cryptocurrency sector, market movements often contradict popular sentiment. Generally, values climb when the majority expresses bearish views and decline when the crowd turns bullish. This trend suggests that retail investors frequently incorrectly predict price trajectories.

To keep track of whether FOMC-related discussions are skewing positive or negative, utilize this insightful chart provided by @santimentfeed.

Substantial capital has exited Bitcoin ETFs as the market awaits the results of today's FOMC meeting. During the period beginning January 15th, the accumulated net outflows over the previous 7 full trading days have reached -$1.86B. You can explore the specific money flows and trading volumes for Bitcoin, Ethereum, and Solana via the dashboard below.

https://queries.santiment.net/dashboard/etf-volumes-728?utm_source=x&utm_medium=post&utm_campaign=x_btc_etf_outflows_b_012826?fpr=twitter

Relative to the broader altcoin market, Uniswap and Chainlink are currently facing a disproportionate volume of bearish sentiment. This trend is accompanied by retail investors selling off their positions. Paradoxically, these conditions suggest a potential recovery, positioning both $UNI and $LINK for further price bounces in the near future.

🤔 Podczas gdy przygotowujemy tę aktualizację, Bitcoin skutecznie wzrósł z powrotem do $89.3K. To rodzi pytanie, czego powinniśmy się teraz spodziewać.