Optimism priceOP

Daily Crypto Industry Update for bitget 1️⃣ Macro: Weaker dollar, gold rips to fresh highs The Dollar Index (DXY) broke below 96 (~95.9), lowest since early 2022, after rising macro uncertainty and Trump’s USD comments. U.S. equities split: S&P +0.41%, Nasdaq +0.91%, Dow –0.83%, with soft consumer confidence and lower U.S. yields. Middle East tensions supported oil, while gold posted a 6th straight all-time high, breaking above $5,200/oz. 2️⃣ BTC & sentiment: Bounce off lows, still in “Fear” BTC wicked to ~$86k then rebounded toward ~$89k, but the Fear & Greed Index stayed at 29 (Fear, flat d/d). Altcoins were mostly flat to slightly up, with no clear rotation into high-beta names, and $85k remains the key support zone after multiple retests—market still looks like range + stalemate rather than a new trend. 3️⃣ Sectors & tokens: Gold proxies, perps & Solana memes Gold proxies (XAUT / PAXG): Continue to mirror spot gold’s move above $5,200/oz, handy “on-chain safe haven” examples. Perps & HYPE: HIP-3 volume hit a record and HYPE jumped >25%; Hyperliquid silver futures topped $1B 24h volume, reinforcing the “perps as macro playground” theme. Solana memes & NFT tie-ins: PENGUIN popped after a Solana co-founder switched to a penguin PFP; Pump.fun revenue surpassed Hyperliquid over 24h as meme appetite returned; Moonbirds’ BIRB tokenomics + Nesting 2.0 add a clean “NFT → token” storyline; COPPERINU pumped off a single Cobie post on X. 4️⃣ Regulation & policy: More structure, still broadly crypto-friendly South Korea is weighing institutional virtual-asset issuance (with stablecoins still debated), while Japan plans to classify XRP as a regulated financial product before Q2 2026. In the U.S., senators pulled the swipe-fee amendment to avoid derailing the CLARITY review, Australia tagged crypto regulatory gaps as a key 2026 risk, and Arizona floated a property-tax exemption for “virtual currency”—all good hooks to discuss the “maturing but pro-innovation” policy trajectory on stream. 5️⃣ Today’s catalysts to watch on stream: FOMC meeting + Powell press conference (volatility risk for BTC/majors). Trump Account Summit headlines from the U.S. Treasury calendar. Google starts delisting unregistered overseas crypto exchange apps from the Korean Play Store, impacting KR user funnels. Optimism (OP) buyback proposal vote closes, plus major token unlocks: SIGN (17.68%, ~$12.2M) and JUP (1.70%, ~$10.6M)—all of which can be woven into your intraday narrative on KuCoin Live. $BTC $ETH $XRP

$OP - Mcap 570.39M$ - 83%/ 42.8K votes Bullish SC02 H1 - pending Short order. Entry lies within HVN + meets positive simplification with a Short order that had profit previously, estimated stop-loss around 2.79%. The downtrend is in the 132nd cycle, amplitude -13.66%. #TradingSetup #CryptoInsights

Daily Crypto Industry Update for bitget Streamers! 01.27 1️⃣ Macro: Yen stabilizes, panic cools, risk assets bounce USD/JPY stabilized around 153, easing the FX-driven panic from earlier in the week. At the same time, U.S. durable goods orders jumped 5.3% MoM (biggest rise in ~6 months), confirming resilient economic momentum. U.S. equities responded with a broad rebound as all three major indices closed higher. Commodities stayed hot: gold briefly broke above $5,000/oz, silver spiked up to +14% intraday, and copper rallied for a second day toward record levels, before some gains were given back as sentiment normalized. 2️⃣ BTC & sentiment: Range-bound rebound, still in “Fear” Bitcoin traded almost tick-for-tick with U.S. index futures, bouncing back above $88,000 but still stuck inside a choppy range rather than starting a new trend. BTC dominance was steady, and alts were flat to slightly positive, with no obvious “beta rotation” yet. The Fear & Greed Index recovered from 20 → 29 (Extreme Fear → Fear), showing stress is easing but the market is still defensive. A key overhang: the U.S. Senate Agriculture Committee pushed its crypto market structure hearing to Jan 29 (weather delay), effectively extending the “wait-and-see” consolidation window for crypto. 3️⃣ Sectors & tokens to watch Hot list: WHITEWHALE, RIVER, AXS RIVER: On-chain data shows a single entity controlling ~2,418 addresses and a highly concentrated holder base. Average funding again tagged around -1.8%, hinting at deliberate squeeze/liquidation games rather than purely organic price discovery. High-risk, high-gamma name for traders, but worth flagging manipulation risk if you mention it on stream. HYPER (Hyperliquid): HIP-3 open interest climbed to ~$790M, a new ATH, making it an important reference when discussing perps/liquidity concentration in the perp ecosystem. Gold proxies: With spot pushing through $5k intraday, tokenized gold pairs (XAUT/PAXG) remain a clean way to talk about “flight to safety on-chain” for viewers. 4️⃣ Builders, DeFi flows & institutional positioning Bitwise x Morpho: Bitwise launched its first on-chain vault strategy via Morpho, another datapoint in the “TradFi yield strategies moving fully on-chain” narrative. Good angle for explaining structured DeFi products to more advanced viewers. Strategy (BTC) & BitMine (ETH): Strategy spent ~$264.1M last week to buy 2,932 BTC at an average of ~$90,061, signaling continued high-conviction dip-buying by large players. BitMine added ~40,300 ETH, bringing total holdings above 4.24M ETH, with staked ETH now >2M. This reinforces the “institutional ETH is sticky & yield-focused” story even during volatility. Korea: Coinone, Korea’s third-largest exchange, is exploring a partial equity sale, another sign that regional exchange competition + upcoming regulation are reshaping market structure. 5️⃣ This week’s focus for streams: Jan 27: SEC–CFTC joint event; prep for Thursday’s crypto bill hearing (29th). Jan 28: FOMC meeting + Powell presser, Google delisting unregistered overseas crypto apps from the Korean store, OP buyback vote deadline, SIGN & JUP unlocks. Jan 29–31: Core PCE, PPI, mega-cap tech earnings (MSFT, TSLA, META, AAPL), Truther USDT Visa card (El Salvador), Pendle sPENDLE snapshot, Coinbase exits local Argentina, and renewed U.S. shutdown risk at month-end — all of which can feed into volatility and talking points for your next bitget Live session $BTC $ETH $XRP

UPDATE: Token unlocks are set to release $142.98M worth of supply this week, with $SUI leading by a wide margin. Sui alone accounts for $80.38M in unlocked tokens, making it the most significant event to watch. While the unlock represents a relatively small percentage of SUI’s total supply, the dollar value is large enough to influence short-term price action, especially if sell pressure increases. Other notable unlocks this week include EIGEN, KITE, UDS, OP, TREE, and SIGN, each releasing smaller amounts but still meaningful relative to their market caps. Tokens like TREE and SIGN stand out because the unlocked amounts represent a higher percentage of their circulating supply, which can amplify volatility. Overall, this week’s unlocks are more concentrated than usual, with SUI dominating the headline figure. Traders will likely be watching liquidity, volume, and holder behavior closely as these tokens enter circulation.