Satoshitalks

Unpopular opinion list:
1. $Sui is scaling fast
2. Ecosystem TVL keeps rising
3. Real users > real narratives
At $10, $SUI could still be cheap for this cycle.
Do you fade innovation or back it?

🚨 Morgan Stanley just filed for two new crypto ETFs.
What’s coming:
A spot Bitcoin-tracking ETF
A Solana-tracking ETF
Expansion of TradFi crypto access
Another Wall Street gateway opens wider

Bitcoin ETFs are starting 2026 strong.
What the data shows:
$697M net inflows Monday
Largest daily inflows since early October
2026 inflows already >$1.16B
Sentiment improving into the new year
Flows flip before price follows.

🚨 JUST IN: #Bitcoin hits $94,000.
What’s driving the move:
+7.5% since January
Renewed whale confidence
Low volume = room to run
$BTC

Crypto is starting 2026 on the sidelines.
Current setup:
Stocks & precious metals near ATHs
Bitcoin rejected ~$90K again
January rate cuts not priced in
Macro flows still favor TradFi
Liquidity moves last — but it moves hardest.

RWA is the top-performing crypto narrative of 2025.
YTD by sector:
RWA: +185.8% avg
• @KeetaNetwork +1,794%
• @Zebec_HQ +217%
• @maplefinance +123%
Layer 1: +80.3% avg
Everything else is red.
RWA & L1 are the only narratives with back-to-back profitable years.

Most people miss this about silver.
~60% of global silver demand is industrial.
That means higher silver prices don’t just hit investors — they hit products.
If demand tightens, costs show up downstream.
2026 could make that very visible.

📈 Rising Stars of the Week
Projects under $100M market cap with the strongest weekly growth:
$ORE +90.3%
$WHITEWHALE +57.5%
$NEIRO +43.5%
$VVV +40.4%
$SHX +37.2%
$BOME +35.9%

🚀 #Solana leads 2025 blockchain TVL with $23B locked:
1. Fastest growth this cycle
2. DeFi & liquid staking demand
3. Network adoption rising

🚨 Trump says the U.S. plans to play a major role in Venezuela’s oil industry.
Why this matters:
Signals a shift in U.S. energy geopolitics
Could impact global oil supply expectations
Adds pressure to existing OPEC dynamics
Energy policy moves markets before barrels move.

#Bitcoin is back at $90,000 — but leverage hasn’t followed.
What stands out:
Demand for leveraged longs remains flat
$BTC has traded in a tight ~6% range for 20 days
Price rebounded without excess risk
Quiet leverage often precedes larger moves.

🚨 BREAKING: President Trump says the U.S. plans to play a major role in Venezuela’s oil industry going forward.

🚨 #Bitcoin treasury stocks are flashing a signal.
At least 37 of the top 100 BTC treasury companies now trade below NAV.
What this suggests:
Market discounting $BTC exposure
Sentiment remains cautious
Disconnect between BTC price and equity pricing
Discounts don’t last forever.

#Ethereum just set a new onchain activity record.
What changed:
Daily transactions hit an all-time high
7-day avg reached 1.87M (Dec 31)
Active addresses rose to 728,904 — highest since May 2021
Usage is accelerating again.