Weekly Recap (January 12 - January 18, 2026)
**Anything underlined is a link to a video
There were a couple of major macro news related invents that were supposed to come out this week - the tariff decisions by the US Supreme Court and the crypto “CLARITY Act”. The Supreme Court has delayed it’s decision until June. You would think if they were planning on overturning it, they probably wouldnt delay it 6 months. The CLARITY Act fell apart a little when Coinbase CEO Brian Armstrong publicly came out and said he no longer supported the bill. Congress didn’t end up voting on it this week and are back at the table. Whether these regulations will be good or bad remains to be seen, but I do think we’ll see some market movement whenever that goes through.
On Monday, I uploaded an important video on understanding tokenomics and valuation. This is an important watch! It will change which assets you invest in moving forward. We want to avoid inflation at all costs, especially because a lot of times, we hold crypto for months to years. You shouldn’t lose value in your coins because of a projects tokenomics. Watch that video here!
Tuesday, I released a video on “Building a Crypto Portfolio Designed to Outperform”. You can find the tools from the video on the “Resources” page of the website, along with the Ebook I wrote on the topic. This discusses tokenomics, but also talks about the highest probability ways to structure your portfolio. It’s worth a watch and can be seen here!
On Wednesday, as we approached the 98K level, I released this video explaining how I’m expecting some resistance between $98-$100K. Sure enough, we got stopped out and have been consolidating below that range. We also dove into international stock markets and showed the relationship between Japan’s NIKKEI indice and the S&P500. International markets always top first! That’s how global money rotation works. And this video shows data behind that claim. The NIKKEI is still setting new highs, which shows that the US markets have at least multiple more months before they top as well. If you’re interested in how that works, you can watch that video here.
The week rounded out with some on-chain metrics. I made the argument we haven’t seen the spike in daily active BTC addresses that we’ve seen at other tops. Married with sentiment readings, the top for BTC is NOT in. I try to incorporate on-chain data as much as I can, there’s not a ton of people doing it and it’s really valuable. You can check out some of the free stuff yourself at https://glassnode.com/. The video I put together comparing the price and the active addresses and the sentiment can be found here.
We’re now doing two livestreams a week and at one of them, the question was asked about altseasons past and the speed of some of the waves. We see that there are numerous 30-35% corrections on the way up for the $TOTAL3. The current drop of 30% matches the wave 2 drops for other altseasons past as well. This time has not been different in that respect, but it has been longer, which adds to the extremely low sentiment. The way up will be painful - you’ll see massive swings in your portfolio going both directions. The key is taking profits on the way up at designated levels and then deploying that capital when the market presents us with an opportunity. We don’t want to ride anything back down or get in too early. I will let you guys know everything I’m thinking ahead of time and everything I’m doing when I do it!
At the time of writing, 4 hours before market close, BTC is up about 5% on the week, $ETH is up 7%, and $OTHERS (altcoins - top10) is up 0.6%. We see the majors performing, and that’s important for overall market strength. On Thursday, Bitcoin had it’s highest Daily buy volume in 10 months. All 3 charts have Weekly bullish crosses on the RSI and all are approaching bullish crosses on the MACD. Higher lows are continuing to be set. The key is we need to break through those 40 levels on the RSI to really get us out of Bear territory and then we want to get through 60 to turn us into full Bulls. We also want to see confirmation on the MACD cross. Let’s see some follow through this upcoming week!
