2026-01-20 02:29:17

Currently, there are several key variables worth considering.

First, let's look at tariffs. The negotiation window between Europe and the US on February 1st is critical; whether a phased consensus can be reached will determine the subsequent direction. If tariffs are raised to 25% as scheduled in June, the global supply chain will need to be completely reshuffled, and European manufacturing may accelerate its outward shift. This will not only impact the traditional economy but also serve as a stress test for liquidity and risk appetite in the crypto market.

On the crypto side, Bitcoin holding firmly at the $90,000 mark has become a life-and-death line. The current question is whether institutional funds will buy the dip, which will determine the potential for a subsequent rebound. Meanwhile, whether privacy coins can establish independent market movements is also under observation, as these assets tend to be highly volatile.

What’s even more worth paying attention to is the regulatory undercurrent. After Monero and other anonymous coins were gradually delisted from mainstream exchanges, activity in over-the-counter (OTC) trading has surged. This phenomenon reflects the eternal contradiction between compliance and privacy—how to balance the two will ultimately redefine the valuation logic of the entire crypto asset market.

BTC0,83%

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GasSavingMaster

· 8h ago

I don't believe institutions would be so honest in bottom-fishing; they are definitely still testing the bottom line. Once the tariffs' iron-fisted policy is implemented, privacy coins won't be an issue to rise; the problem is what to do when caught in the middle. The fact that Monero becomes more active after delisting shows what? The stricter the regulation, the more people want to play. Breaking through the 90,000 USD mark for BTC is really difficult. Compliance and privacy are inherently opposed; in the end, regulation will win. Off-exchange trading surges, and exchange KYC becomes useless—laugh out loud. Wait until February 1st to see; tariffs are the real trigger.

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AllTalkLongTrader

· 01-20 02:59

$90,000 is really the critical threshold; otherwise, institutions will start to run away. Regarding tariffs, honestly, if Europe's manufacturing sector really starts to move abroad, liquidity tightening is just around the corner. Privacy coins are interesting— the more they are banned, the more popular they become. This is the eternal cat-and-mouse game. Will institutions absorb them? That’s the real question that determines the rebound height. How to balance compliance and privacy? This problem probably has no eternal answer. If the negotiations in February are definitely going to fail, we must prepare for a major reshuffle. Off-exchange trading activity is surging, indicating that demand is really there. If BTC drops below $90,000, I guess a large wave of retail investors will be scared out. Tariffs raised to 25%, the global industrial chain must be rebuilt. The volatility of privacy coins is fierce; this is the true essence of high risk and high reward.

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MEVHunterBearish

· 01-20 02:58

Do institutions really buy or not? That's the real question. Otherwise, BTC will have to keep kneeling.

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RugPullAlertBot

· 01-20 02:57

$90,000 is really a tough hurdle Institutions are still hesitating, retail investors have already started gambling Regulatory crackdown has inadvertently boosted the OTC market, ironic The tighter the regulation, the more privacy coins thrive Tariffs are about to explode, encryption can't escape

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GasFeeNightmare

· 01-20 02:52

If you can't hold 90,000, institutions will really run If the tariff negotiations collapse, everyone will have to reshuffle, including the crypto circle Is Monero being delisted making it more popular? That's ridiculous, the more banned, the more people want it Are you preparing to buy the dip or to run away? It's really surprising if privacy coins can rally in this wave Liquidity pressure is indeed quite intense If they impose a 25% tariff in June, it's all over Compliance and privacy are basically like choosing between the fish and the bear, brother If institutions show no signs of absorption, the rebound space will be very limited What does the surge in off-exchange activity indicate? It shows that the stricter the regulation, the more the market will grow

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AirdropFatigue

· 01-20 02:43

Will institutions really come in to buy the dip... It feels like everyone is just waiting for others to make the first move. BTC is stuck at 90,000 and not moving, which is the most frustrating. The delisting of anonymous coins actually leads to a surge in trading volume? That's ironic. The tariff negotiations seem destined to fail. Privacy and compliance will always be a deadlock.

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DecentralizedElder

· 01-20 02:39

Once tariffs are imposed, traditional finance will simply lie flat, but our crypto circle might actually迎来 an opportunity window? Whether institutions adopt or not depends on their courage. The 90,000 level确实戳心. Monero being delisted and then暴涨 is indeed crazy, indicating that everyone's desire for privacy cannot be suppressed at all. Compliance and privacy are inherently enemies; sooner or later, the pricing logic will need to be重新来一遍.

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SoliditySurvivor

· 01-20 02:37

Tariffs are all over the place, and that BTC line really can't hold up anymore. If institutions don't buy the dip, I'll really laugh. Privacy coins have been active off the exchange for a long time now. When will the deadlock between compliance and privacy finally loosen? To be honest, there's never an answer.

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