Cryptocurrency Market Analysis [January 13]

Cryptocurrency Market Trends Report: Political Opacity and Progress in Regulation

Year 2026 January 12 (Monday)

As investors became more cautious about risk assets, funds flowed into traditional “safe assets” such as gold and silver, resulting in a contrasting surge in prices. It was a day that highlighted this dichotomy.

Currently, the price of Bitcoin (BTC) is trading around 900,0200 dollars. The daily change is a modest gain of about 1.1%, but on a weekly basis it remains down about 2.5%, indicating that the recent correction phase has not been fully overcome.

The total market capitalization of the crypto market remains around 3.2 trillion dollars, up slightly from the previous day. However, the Fear & Greed Index remains at 26, reflecting persistent market fear and a bearish sentiment among participants.

Key news moving Bitcoin and the market

· Submission of a Florida bill on a “Strategic Bitcoin Reserve”:

In the Florida legislature, a bill to authorize the state’s public funds to hold up to 10% of assets in Bitcoin (BTC) or physical Bitcoin ETFs was introduced, creating a “Strategic Bitcoin Reserve.” This is expected to accelerate Bitcoin adoption at the state level and possibly spread to other states.

· Continuation of an index for Bitcoin-holding companies by MSCI:

MSCI, the global index compiler, decided not to remove companies that use a “Bitcoin treasury” strategy, including MicroStrategy, from its own indices. Michael Saylor’s aggressive Bitcoin buying strategy appears to have earned a certain level of mainstream acceptance among traditional investment indicators.

· Venezuela government concerns of Bitcoin concealment and international affairs:

Last week, when the US military detained former President Nicolás Maduro at the presidential palace, attention turned to the fate of the Bitcoin held by Venezuela. It is reported that Venezuela, to evade US sanctions, used gold export routes through Turkey and the UAE, converting proceeds into Bitcoin. Some speculate holdings could reach 1 million BTC, and if the US seized and controlled these assets, it would strongly support the Trump administration’s “National Strategic Bitcoin Reserve” concept and could accelerate the digital transition of the dollar. However, it would also inevitably provoke intense discussions about international regulation.

Major asset trends and analysts’ forward-looking views

Ethereum (ETH) fell by 0.5%, trading around $3,100. On a weekly basis, it recorded a 2.5% decline, mirroring Bitcoin’s soft tendency.

Nevertheless, despite this short-term stagnation, analysts at Standard Chartered remain bullish.

In Monday morning client report, they raised ETH’s long-term forecast, suggesting it could reach $40,000 by the end of 2030. They also maintained a projection that Bitcoin could reach $500,000 around the same period.

Additionally, asset management firm Grayscale announced that its Ethereum Staking ETF (ETHE) has begun distributing staking rewards directly to investors as the first ETH ETP in the United States. Consequently, the following fund-name updates were made.

· Old ETHE: Grayscale ETH Staking ETF (now rewards-distributing staking)

· Old ETH: Grayscale ETH Staking Mini ETF (low-cost model)

· Old GSOL: Grayscale Solana Staking ETF

Turning to top-capAltcoins, many assets showed small declines, while Solana (SOL) rose 2.2% to $142 in a counter-move.

On the other hand, XRP fell 0.7% to $2.07, BNB down 0.3% to about $903, and Dogecoin (DOGE) remained steady around $0.138.

Meanwhile, Monero (XMR), which focuses on privacy, showed remarkable movement. Due to its high anonymity, it has faced delistings from many centralized exchanges, but in 2026 demand surged dramatically. Through the weekend, price jumped more than 30% to exceed $570, reaching a new all-time high. Market capitalization surpassed $10.5 billion, breaking the $542 price threshold set during the 2018 bull run for the first time in eight years.

On regulatory fronts for altcoins, the U.S. Securities and Exchange Commission (SEC) approved the listing of Bitwise’s spot $LINK ETF ($CLNK) on the New York Stock Exchange (NYSE). The institutionally oriented infrastructure for Chainlink (LINK) underscores the growing importance of oracles in the space.

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(This report has been delivering frontline market insights since its inception in2016.