Bitcoin was my first high-conviction idea. Copper is the next.
Years ago, I supported Bitcoin not because of the noise around it, but because demand was clearly going to outpace supply. I’m seeing that same dynamic take shape again, this time in copper.
I’ve been steadily accumulating physical copper and storing it with a long-term mindset. This isn’t a short-term trade. It’s a fundamentals-driven position.
Copper sits at the centre of modern infrastructure. Electric vehicles, data centres, power grids, and the broader energy transition all depend on it. As AI expands and electrification accelerates, demand keeps rising. Supply, however, is constrained. New projects take decades to develop, ore grades are declining, and production costs continue to climb.
I prefer physical copper over mining stocks. It offers direct exposure to scarcity and represents a real, tangible asset that can’t be substituted or diluted.
Markets tend to recognize structural shortages only after they become obvious. By then, the opportunity is gone. I’d rather position early and hold assets that are essential to the future.
Bitcoin preserved value. Copper helps build what comes next.
Bitcoin whales are accumulating aggressively, and this kind of behaviour rarely happens without a reason. When large holders start moving in unison, history suggests they’re preparing ahead of a major shift. A strong price expansion could be closer than most people expect.
At the same time, the U.S. Senate is set to resume discussions on Bitcoin and the broader crypto market structure. Regulation, clearer rules, and renewed institutional access are once again in focus.
Liquidity is tightening, narratives are aligning, and momentum is starting to build. This doesn’t feel like random market noise. It resembles the kind of activity that often comes before a larger move.
The market may be closer to a turning point than many realize.
This is quietly shaping up to be very bullish for ETH.
Almost 48% of the entire circulating ETH supply is now staked. That’s close to half of all ETH effectively locked away.
Over $256 billion worth of ETH is sitting in staking, meaning it’s not part of the liquid supply and isn’t readily available to be sold during market moves, whether up or down.
This is the detail many people overlook.
When less ETH is available on the open market, the risk of a supply squeeze increases. If strong demand shows up while sell pressure stays low, price moves can become fast and aggressive.
While short-term traders focus on daily price swings, long-term holders are committing their ETH for yield. That signals confidence and long-term conviction.
Historically, when a large portion of an asset’s supply gets locked up, volatility tends to rise, breakouts become more decisive, and upside moves often extend further than expected.
ETH is no longer just a short-term trade. It’s gradually becoming scarcer.
Those paying close attention understand what that usually leads to.
🟠 Fundamental view: scarcity versus store of value
According to Cathie Wood of Ark Invest, Bitcoin’s core investment case is still intact even as gold prices rise. The key difference lies in supply. Gold’s supply can expand because higher prices encourage more mining. Bitcoin, on the other hand, has a fixed supply, so growing demand can not result in additional coins being created. From a mathematical standpoint, this makes Bitcoin the harder and more scarce asset.
Another strong and well-executed move from $STO . The price did exactly what momentum was signaling, pushing higher with convincing candles and clear buying strength. This breakout rewarded traders who stayed disciplined and trusted the setup. The trend remains strong, buyers are clearly in control, and momentum hasn’t faded. This is the kind of environment where patience and confidence make the difference. Those who positioned early are benefiting now, while late sellers are starting to feel the pressure. Well done to everyone who caught this move from the start.
Silver climbed to a fresh high before quickly losing momentum, as concerns about U.S. interest rates triggered a sharp pullback. The move, which played out around January 16, 2026, saw prices surge rapidly and then retreat just as fast.
The initial rally was fueled by a mix of strong industrial demand, particularly from green energy and electronics, limited supply, and increased safe-haven buying amid global economic uncertainty. Silver had been on an impressive run and briefly pushed close to, and even above, its long-standing nominal peak of $92.25 per ounce.
The rally stalled when several factors shifted market sentiment. Signals that the Federal Reserve was in no rush to cut interest rates weighed heavily on precious metals. Expectations of higher bond yields and a firmer U.S. dollar reduced silver’s appeal, leading to selling pressure.
Another factor was clarification on trade policy. The U.S. president stated that no new tariffs on critical metals would be introduced for now, following a Section 232 review. This helped calm fears that had prompted U.S. companies to aggressively stockpile silver, easing physical demand and cooling the elevated premiums seen recently.
Profit-taking also played a role, as traders locked in gains after the sharp rise. In addition, reports of trading restrictions in China added to the downside pressure and accelerated the pullback.
Even with the short-term correction, the broader outlook for silver remains constructive. Many analysts believe ongoing supply shortages and sustained industrial demand could support higher prices over time, with some forecasts pointing toward levels near $100 per ounce in 2026.
Inflow activity: Bitcoin (BTC): +$843.6 million Ethereum (ETH): +$175 million XRP: +$10.6 million Solana (SOL): +$8.9 million
Outflow activity: Bitcoin (BTC): −$215.6 million Ethereum (ETH): −$68.6 million XRP: −$1 million Solana (SOL): −$2.5 million
What we’re seeing is capital rotation, not an exit from crypto. Institutional interest remains strong, with Bitcoin and Ethereum continuing to lead ETF demand.
Cathie Wood continues to emphasize Bitcoin’s growing role as a powerful diversification asset for long-term investors. She believes Bitcoin offers a unique opportunity to strengthen portfolios by improving returns while helping manage overall risk.
In ARK Invest’s latest market outlook, Wood explained that Bitcoin moves differently from traditional assets like stocks, bonds, and commodities. Because it does not always follow the same market patterns, it can help balance portfolios and reduce volatility over time.
One of Bitcoin’s biggest advantages, according to Wood, is its fixed and transparent supply. Unlike government-issued currencies, Bitcoin operates under a predetermined issuance schedule, creating built-in scarcity. This feature separates it from most traditional financial assets and supports its long-term investment appeal.
Wood also noted that institutions are increasingly viewing Bitcoin not just as a speculative asset, but as a strategic part of modern portfolio design. Its decentralized structure, global reach, and independent price behavior continue to strengthen its position in the financial world.
While Bitcoin still carries risk like any emerging asset, the conversation around it has clearly evolved. Wood suggests that overlooking Bitcoin today could mean missing out on a valuable diversification opportunity in a rapidly changing financial landscape.
This shift reflects a broader transformation in how digital assets are being integrated into long-term investment strategies.
People keep asking whether SHIB, PEPE, FLOKI, or BOB can really hit $1. Let’s be honest. SHIB alone has around 589 trillion coins in circulation. For it to reach $1, the market cap would need to be about $589 trillion — which is bigger than the entire global economy.
That’s not realistic. Most of this is just hype. Always do the math and think for yourself before buying into the noise.
Almost half of all Ethereum in circulation is now being staked. Around 48% of the total ETH supply is currently locked into staking, with the total value of staked ETH exceeding $256 billion based on data from the Ethereum Beacon Chain.
Monetary Policy 101: How It Affects Your Money and Crypto
Ever wondered how governments guide the economy? It all comes down to monetary policy. This powerful system influences interest rates, money supply, and even the crypto market. Let’s break it down in a simple way.
What is monetary policy? Monetary policy is how central banks manage inflation, employment, and economic growth. They do this by adjusting interest rates, buying or selling government securities, and setting reserve requirements for banks.
Types of monetary policy
Expansionary policy This is used when the economy is slowing down. Interest rates are lowered and more money is injected into the system to encourage spending and investment. A good example is the response to the 2008 financial crisis.
Contractionary policy This is used when inflation is too high. Interest rates are raised and money flow is reduced to cool down the economy. A famous case was the Federal Reserve’s actions in the 1980s to fight inflation.
Monetary policy vs fiscal policy Monetary policy is controlled by central banks and focuses on interest rates and money supply. Fiscal policy is handled by governments and focuses on taxes and public spending.
How this connects to crypto When monetary policy is expansionary, there is more liquidity in the market, which often pushes crypto prices higher. When policy becomes tighter, money is harder to get and risk assets like crypto tend to fall.
In short, monetary policy plays a major role in shaping the economy and the crypto market. Understanding these trends can give you a big advantage.
The biggest conversation on Binance Square today is all about one question: In 2026, has Bitcoin officially replaced gold as the ultimate safe haven, or does gold still wear the crown?
With BTC pushing toward the massive $100,000 psychological level, the debate over which asset truly deserves the title of “store of value” is heating up again.
Why is this blowing up right now?
Bitcoin is outperforming gold by a wide margin so far in 2026. Investors seem to be leaning toward growth instead of playing it safe.
Institutional money is also shifting. Big names like BlackRock are watching capital move out of traditional gold ETFs and into Bitcoin ETFs, signaling a change in how major players allocate their assets.
At the same time, a new generation of investors prefers digital assets. Bitcoin is easy to move, limited in supply, and fits naturally into a digital-first world, while physical gold feels outdated and inconvenient.
Here’s the simple comparison:
Gold has thousands of years of trust behind it. It’s still the go-to hedge during wars, economic collapses, and global crises. It won’t make you rich overnight, but it protects wealth.
Bitcoin is the asset of the modern era. It’s volatile, but its long-term growth potential is far greater than gold’s.
Right now, the market mood is clearly risk-on, and Bitcoin is winning the spotlight. Still, many smart investors choose to hold both.
Elon Musk has filed a lawsuit against OpenAI and Microsoft, accusing them of abandoning OpenAI’s original non-profit mission and turning it into a profit-driven company. Musk, who helped found OpenAI in 2015, says the partnership with Microsoft and the shift toward a commercial model broke the company’s original promises. He is seeking up to $134 billion in damages.
According to court documents, Musk’s expert witness, C. Paul Wazzan, estimates that OpenAI gained between $65.5 billion and $109.43 billion from what Musk claims was wrongful conduct, while Microsoft’s gains range from $13.3 billion to $25.06 billion. Musk’s lawyer, Steven Molo, argues that Musk deserves a portion of OpenAI’s reported $500 billion valuation because of his early role, which included $38 million in seed funding and technical support.
OpenAI has rejected the lawsuit, calling the claims groundless and saying they are part of a harassment campaign by Musk. The company says it will respond fully in court, with the trial currently scheduled for April.
BOUGHT BITCOIN IN 2013. HERE’S WHAT I’M BUYING NOW.
Copper. Over the last two months, I’ve purchased more than 3 tonnes of physical copper. I rented a storage unit specifically for this. And I plan to buy 1 tonne every single month going forward. This is not a trade. This is a generational positioning. Those who understand why copper matters now will understand where the world is heading. THE AI ENERGY SHOCK NO ONE IS PRICING IN Copper demand isn’t exploding because of electric cars alone. It’s exploding because AI runs on electricity — and electricity runs on copper. AI data centers are power-hungry, heat-intensive machines. They require massive transmission upgrades, dense wiring, transformers, and increasingly liquid cooling systems that rely on copper plates, tubing, and piping. A recent 2026 projection estimates global data-center capacity could grow 10× by 2040. You cannot plug that into the existing grid. The grid must be rebuilt — and copper is the bottleneck. THE GREEN TRANSITION IS ACCELERATING, NOT SLOWING Even without AI, the numbers are staggering. An EV uses roughly 3× more copper than a combustion vehicle Wind turbines, solar farms, battery storage, and charging infrastructure are all copper-intensive The world is attempting to rebuild its entire energy system in ~25 years Using a metal that has not yet been mined. THE SUPPLY CLIFF (THIS IS THE REAL ALPHA) This is where the Bitcoin comparison becomes literal. There are no fast solutions on the supply side. It takes 17–20 years to permit and build a major copper mine. Even if a massive discovery were made today, it wouldn’t produce meaningful supply until the 2040s. Meanwhile: Ore grades are declining Mining costs are rising The “easy copper” is already gone By some forecasts, the world faces a multi-million-ton annual copper deficit by the 2030s. That deficit cannot be solved with higher prices alone — because the metal simply doesn’t exist yet. WHY I BOUGHT PHYSICAL COPPER I didn’t buy mining stocks. Equities are financial abstractions layered on top of political risk, dilution, and accounting games. I bought physical scarcity. In a world of unlimited fiat, unlimited leverage, and unlimited code, real wealth is constrained matter. Copper is not optional. You cannot substitute it away at scale. Manufacturers will pay whatever is required to secure supply — or they shut down. When the squeeze hits, copper won’t be treated as just an industrial metal. It will be treated as a strategic asset. MY VIEW The current price of copper is a gift. The panic comes later — when inventories are gone and demand becomes non-negotiable. I’m positioning early. Quietly. Relentlessly. See you in 2030.
XRP is gaining serious momentum, overtaking Bitcoin, Ethereum, and Dogecoin to become the most actively traded cryptocurrency.
Amid a strong and energetic crypto market, XRP has emerged as a clear standout. Recent figures from Upbit, one of South Korea’s largest cryptocurrency exchanges, show that XRP recorded the highest trading volume throughout 2025, surpassing major assets like Bitcoin, Ethereum, and Dogecoin. This insight was shared by market analyst XFinanceBull after reviewing Upbit’s trading data for the year. According to the analysis, XRP was the most traded digital asset on the exchange, not just by price movement, but by real activity. The rankings were based on trading volume, liquidity, and actual usage. XRP trading pairs dominated the platform, with XRP/KRW consistently holding the top position for most of the year. Bitcoin followed in second place, Ethereum came third, USDT ranked fourth, and Dogecoin completed the top five. These numbers were officially confirmed by Dunamu, the company that operates Upbit, on January 2, 2026. Upbit processes over one trillion dollars in trades annually and accounts for more than 70 percent of South Korea’s total crypto market activity. This further reinforces Upbit’s role as the country’s leading crypto exchange and a reliable indicator of both retail and institutional demand, as well as overall market usage. South Korean traders are known to favor cryptocurrencies with practical use cases and strong liquidity, so consistent trading volume often reflects genuine adoption rather than short-term hype.
The analyst also noted that XRP’s continued adoption creates a reinforcing cycle, where rising usage attracts more capital as liquidity improves. In well-developed markets like South Korea, assets that show consistent performance tend to encourage long-term participation, which can eventually have a positive impact on price movement.
2026 could end up being a very strong year for Ethereum.
While the broader crypto market has been trending lower, Ethereum’s network activity is moving in the opposite direction. Daily active addresses, transaction counts, staked ETH, and stablecoin supply are all near or at record highs. Gas fees have also dropped to levels last seen in 2020, suggesting the network is scaling while usage continues to grow.
Institutional interest remains solid despite ETH still being well below its all-time high. Treasury-focused companies are accumulating, ETF inflows have recently surged, and major financial institutions are actively building on Ethereum. This shows that long-term confidence in the network is increasing, even during periods of weak price action.
Regulatory clarity could add another boost. If the Clarity Act is approved, it may unlock faster adoption of DeFi, stablecoins, and other on-chain applications where Ethereum already leads. At the same time, expected rate cuts in 2026 could push capital away from low-yield traditional assets and toward ETH, which offers staking returns and upside potential.
Finally, risk-on signals from traditional markets, such as new highs in the Russell 2000, suggest capital is once again chasing growth. Since ETH has lagged Bitcoin this cycle, strong fundamentals combined with a possible catch-up trade could make 2026 a pivotal year for Ethereum.
$LUNC Something big is coming for Terra Classic, and it could turn into one of the most talked-about moments in the crypto space. Keep an eye on what’s ahead.
Bitcoin just saw a rare and exciting moment. A solo miner managed to mine an entire block on their own, something that hardly ever happens anymore.
Using NiceHash, the miner successfully found Block 932,373 and earned a total reward of 3.157 BTC, which is roughly worth $304,000 at current prices. One person, one block, and a massive payout.
What makes this even more interesting is that transaction fees were very low. That means most of the reward came directly from the block subsidy, not from fees.