This Week in Crypto, Full Written Summary: W4 January 2026
- The Rotation back from Metal Hasn’t Happened Yet: Despite a historic $6 trillion crash in Gold and Silver market cap, the expected liquidity flow into Bitcoin hasn’t materialized, leaving crypto isolated with its own volatility as Bitcoin tests $83k.
- Whales vs. Retail Divergence: A concerning on-chain pattern has emerged where small retail wallets are aggressively buying the dip while “smart money” whales are selling—typically a signal that the correction isn’t over.
- Sentiment Is The Silver Lining: While network fundamentals are stagnant, crowd sentiment has hit extreme negativity levels; historically, this excessive bearishness is a strong contrarian indicator that a local bottom could be near.
The first month of 2026…
