Mike McGlone, senior commodity strategist at Bloomberg Intelligence, stated in an article that gold, silver, metals, and stocks face a risk of "excessive rise" in 2026. One important reason for the decline of Bitcoin and crude oil in 2025 is their previous excessive gains. Gold, silver, copper, most metals, and the U.S. stock market also show similar overheating tendencies in 2026. Although the rapid rise in the market is supported by fundamentals, it often stimulates increased supply, suppresses demand, and ultimately triggers price adjustments.

according to the official announcement, Binance will delist the following spot trading pairs at 16:00 on January 3, 2026: AI/BNB, ETC/BNB, FLOW/BTC, LPT/BNB, SFP/BTC, VET/BNB, WCT/FDUSD, WIF/BRL, and WLFI/BRL. Users can still trade the corresponding base and quote assets on other trading pairs provided on the Binance platform.

Nina Bambysheva, editor and analyst of the currency market at Forbes, analyzed the five major crypto investment trends for 2026, which mainly include:

1. Further deepening of institutionalization, with the global crypto ETF and ETP assets exceeding $200 billion, and Bitcoin ETFs gradually being included in mainstream portfolios such as 401K.

2. Acceleration of asset tokenization, with the US SEC approving DTCC to provide tokenization services, and formal legislation expected to be launched in the second half of 2026.

3. Development of stablecoin infrastructure, with the market size exceeding $300 billion, and the "GENIUS Act" attracting fintech companies such as Stripe and Klarna to enter the market.

4. Diversification of on-chain markets, where everything is tradable, platforms like Hyperliquid driving perpetual contract trading volume to nearly $3 trillion in 2025, with trading varieties expanded to oil and interest rates.

5. Integration of AI and cryptocurrencies, where the "machine economy" between AI agents will rely on blockchain to achieve low-cost micropayments, with networks like Base and Solana leading in this field.

Jinse Finance reports that according to K33 Research statistics, Bitcoin's volatility in 2025 (based on the standard deviation of daily returns) is only 2.24%, making it the year with the lowest volatility in the asset's history. This reflects the gradual maturation of the Bitcoin market with increased institutional participation, ETF approvals, and other factors, leading to more stable price fluctuations.

according to Lookonchain monitoring, an anonymous whale lost 18.8 million USD on Ethereum in just two weeks, and has now sold Ethereum and shifted to gold assets. In the past 7 hours, the whale spent 14.58 million USD to purchase 3,299 XAUT (gold-backed tokens) at a unit price of 4,421 USD.

according to on-chain data analyst Yu Jin's detection, a whale/institution that previously lost 13.73 million USD by high buying and low selling ETH within a week in November, after the last failed operation, bought 2,251 XAUt (gold tokens) with 9.95 million USDT half an hour ago today, at an average price of 4,420 USD.

according to Onchain Lens monitoring, BlackRock has just deposited 1,134 BTC (worth $101.37 million) and 7,255 ETH (worth $22.1 million) to Coinbase.

Ed Yardeni, President of Yardeni Research, predicts that Trump will turn tariffs from barriers into bargaining chips, promoting strong growth of over 3% in the US economy through tariff reductions combined with a wave of tax rebates. Price pressures will act as a catalyst, forcing the Trump administration to shift from protectionism to trade easing, using the negotiated bargaining chips to lower tariffs. The strategic goal has been achieved, and the White House is now in a position to ease inflationary pressures by cutting tariffs. Treasury Secretary Mnuchin has also hinted that the effectiveness of tariffs is weakening. Additionally, Yardeni warns that if a major geopolitical shock occurs (such as a deterioration in the European situation), all economic forecasts will become invalid. 

 Rania Gule, a senior market analyst at the trading platform XS.com, stated in a report that silver may benefit more than gold in an environment where interest rates might decline. Gule said that silver is more sensitive to changes in monetary policy. She added that silver's high liquidity, ease of trading, and relatively low cost make it an attractive safe-haven asset for both retail and institutional investors. In 2025, silver rose nearly 148%, reflecting its "multidimensional" nature as a safe-haven asset, currency hedge, and a key mineral for the US economy. It is expected that with the depreciation of the US dollar, silver priced in dollars will become more attractive to non-US buyers, thereby driving global demand.

On January 2, according to DefiLlama data, Hyperliquid's revenue in December reached 61.24 million USD, a month-on-month decrease of 32.4% compared to 90.6 million USD in November.