10 #Bitcoin ETFs inflows 7,066 $BTC(+$703.6M) and 9 #Ethereum ETFs inflows 14,425 $ETH(+$48.32M) yesterday.

On January 26, cryptocurrency journalist Eleanor Terrett shared on social media that the U.S. Senate Agriculture Committee has rescheduled the hearing on the Cryptocurrency Market Structure Bill—also known as the CLARITY Act—to Thursday morning at 10:30.

On-chain data shows that as of January 26th, a new address tied to the "BTC OG Insider Whale" withdrew another 12,000 ETH from Binance just 15 minutes ago, then deposited those funds into Aave. Latest figures indicate this address currently holds 118,000 ETH on Aave (valued at $343 million), has borrowed 180 million USDC, and maintains a Health Factor of 1.59.

On January 26, Morgan Stanley forecasts gold prices will hit $5,700 per ounce in the second half of 2026, driven by geopolitical uncertainty, central bank gold buying and robust ETF demand. Despite the elevated price, global central banks—led by Poland—continue to boost their gold reserves. A 2026 Federal Reserve rate cut would further underpin physical gold demand.

On January 26, Wall Street brokerage Benchmark said the U.S. crypto market won’t return to the aggressive regulatory enforcement environment of 2022–2023 if Congress fails to pass cryptocurrency market structure legislation this year. But amid surging global adoption and growing institutional interest, market structure will remain constrained. Analyst Mark Palmer wrote in a Monday report: “Lack of legislation will mean a structural risk premium lingers across much of the digital asset ecosystem.” This will limit valuation upside for platforms focused primarily on the U.S. market, he added. Palmer noted legislative failure would delay—not halt—crypto’s maturation, leaving the U.S. market unable to fully realize its potential. In that scenario, investors will favor Bitcoin-focused assets, strong balance sheet firms, and cash-flow-stable infrastructure over regulation-sensitive areas like trading platforms, decentralized finance (DeFi), and altcoins. The legislation aims to set a

**January 26 Crypto & Stock Market Brief** Per Bitget market data, U.S. stocks opened with modest gains Wednesday: - Dow Jones Industrial Average: +0.19% - S&P 500: +0.22% - Nasdaq Composite: +0.1% Crypto-related equities broadly declined, potentially linked to this morning’s crypto market downturn. Key moves include: **Exchange/Platform Names** - Coinbase (COIN): -0.73% - Circle (CRCL): -1.35% - MicroStrategy (MSTR): -1.81% - Bullish (BLSH): -1.12% - Gemini (GEMI): -1.65% - Figure (FIGR): -1.66% **Mining/Gaming/Related** - Bitmine (BMNR): -2.92% - SharpLink Gaming (SBET): -3.59% - Bit Digital (BTBT): -3.32% - ETHZilla (ETHZ): -1.91% - BTCS Inc (BTCS): -3.37% **Other Crypto-Tied Stocks** - ALT5 Sigma (ALTS): -7.76% (top decliner) - American Bitcoin (ABTC): -2.94% - Kindly MD (NAKA): -4.35% This structure aligns with U.S. financial news conventions: concise headline, clear data framing, categorized stock lists for readability, and natu

January 26th — Per HyperInsight monitoring (via its Telegram channel: https://t.me/HyperInsight), the "BTC OG Insider Whale" has reduced its ETH long position on Hyperliquid by 8,588 ETH over the past 10 minutes. As of press time, the whale still holds 214,752 ETH in 5x ETH long positions, valued at approximately $620 million. Additionally, the whale today moved 6,000 USDC (previously borrowed from Aave) to Binance from a newly created address. This address holds 106,000 ETH (valued at ~$308 million) on Aave, has borrowed $180 million in USDC, and maintains a current health factor of 1.42.