This episode explains why crypto prices feel stagnant while major structural changes happen behind the scenes: realized losses and retail capitulation, gold’s breakout signaling a macro regime shift, and a theoretical Ethereum “death spiral” stress test.

It also covers how institutions are preparing for long-term threats and adoption—Coinbase planning for quantum risk, PwC noting stablecoins moving to production, Ledger’s IPO plans, and Farcaster returning capital—highlighting a divergence between falling prices and growing infrastructure. Subscribe to our daily Free Crypto Newsletter: https://crypto.report.

On Jan 22, 2026, the best action may be inaction: Bitcoin’s $90K reclaim was absorbed and buyers are being trapped, while altcoins suffer from flat stablecoin issuance and scarce liquidity.

At the same time, gold’s new highs signal systemic stress and Davos shows growing political and institutional adoption — but regulation and bank resistance mean timelines are slow.

Short-term risk is heavy; the episode’s advice is to stay patient and solvent so you can survive the chop and be positioned for the long-term tokenization wave. Subscribe to our daily Free Crypto Newsletter: https://crypto.report.

Episode explores why crypto prices feel painfully flat despite explosive moves in metals and global markets, tracing the boredom to a year-long supply overhang and shifting social signals.

It explains a macro warning—stocks priced in gold are at a critical support level—and breaks down how a heavily amended 'Clarity Act' with token bans, bank-protecting rules, and surveillance clauses was unanimously rejected by the industry.

Finally, it argues the industry is maturing: builders keep building, capital is migrating to safer assets, and patience is now the investors' edge as the system-wide battle over where value can live unfolds. Subscribe to our daily Free Crypto Newsletter: https://crypto.report.