Bullish1/16/2026
TLDR: It all comes down to stablecoin yield for the market structure bill https://t.co/frh5arRfsh
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Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @LowBeta_ to submit corrections.
TLDR: It all comes down to stablecoin yield for the market structure bill https://t.co/frh5arRfsh
View original →Nice summary of the outstanding issues on crypto market structure bill https://t.co/gySm3cbDGR
View original →Caught up with Bob Dewey on the crypto market outlook https://t.co/ylLniP1yuy https://t.co/LE7orRYlN5
View original →The beast is awakening $BTC https://t.co/gAdsSWrH5D
View original →The Trump reaction function *TRUMP: I WANT FED CHIEF TO PUT RATES DOWN ON GOOD NEWS
View original →We are watching the macro case for crypto play out in real time. Check out our report on this topic: https://t.co/dnZUVsnZ5s https://t.co/C0xkfx2dv6
View original →Crypto market structure bill + debasement trade https://t.co/YtA520HKss
View original →Nice chart from IMF (@IMFNews) on changes in asset composition of USDT and USDC stablecoins https://t.co/dNuTXJ1olz
View original →We're at the high stakes moment on the US crypto market structure bill. Lot's of steps to go, but I feel good about how things are trending. https://t.co/vP0ye6RpPR
View original →There were a variety of updates to BIP-360 (the Bitcoin improvement proposal focused on quantum resistance) in December, including a refresh of the dedicated website. Some good material there if you are digging into this topic: https://t.co/1mspYr5gjW https://t.co/f8ehZzgk5p
View original →"The innovation exemption will bring more utility of tokenized assets, benefiting users, leading public blockchains, including Ethereum, Solana, and BNB Chain, and decentralized trading applications such as Uniswap, Aerodrome, and Raydium"
"We have stuck our neck out over the last couple of months and attempted to call the bottom at 58K at the end of June. That would still be my view that that was the bottom for this bear market phase."
"We believe yesterday's move was a mid-cycle adjustment, not a cyclical change. And we doubt the one or two rate hikes expected for 2026 will lead to much change in capital allocation."
"When the Fed in 2022 started ramping up interest rates to contain inflation, it probably weighed on the price of bitcoin because it meaningfully affected the opportunity cost of holding non-interest-bearing assets."
"Hyperliquid could generate about $1 billion in earnings in 2027, driven by a recovery in crypto trading volumes and a new stablecoin partnership. HYPE trades at roughly 15x-18x forward earnings, below many publicly traded fintech peers. The valuation suggests HYPE remains inexpensive relative to traditional financial technology firms."
"Investing in bitcoin today is fundamentally a bet on adoption. Until bitcoin is widely accepted as a global monetary asset, its price will likely remain sensitive to risk appetite, rising and falling with growth-oriented portfolios rather than acting as a hedge during market stress."
"Bitcoin can be considered a long-term store of value: the network will likely continue operating well beyond our lifetimes and the asset may retain its value in real terms"
"I think [2026] will be a year of dollar weakness, Federal Reserve rate cuts, and strength in gold, silver… as well as Bitcoin, Ether, and some other crypto assets as digital stores of value. All of these should benefit from the macroeconomic climate we're living through."
"It looks like we are on track in January or in Q1. Even if it doesn't get done immediately… bipartisan progress is really the key."
"A more supportive regulatory environment will strengthen the crypto sector, and weakening fiat currencies will further boost demand, which could push Bitcoin's price to new all-time highs."
