Crypto Banter The Financial Market Crisis No One is Talking About [Not Only Bitcoin]
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Jan 24, 2026 Discussion of why Davos chatter and Trump’s trade moves barely moved markets. Exploration of why Bitcoin is behaving like a risk-on tech asset rather than a safe haven. Examination of chart structure showing the rally may be weak. Conversation about regulatory shifts, tariff playbooks, and a looming quantum computing risk to crypto.
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Davos Rally Likely Just A Relief Bounce
- Ran Neuner observes the Davos-driven market bounce likely won't change the bigger Bitcoin picture.
- He argues Bitcoin remains in a bear structure until it breaks above about $98k to $99k.
Bitcoin Trading Like A Risk-On Asset
- Ran notes markets treated Bitcoin as risk-on rather than a safe-haven after tariff news.
- Gold and silver fell while Bitcoin, NASDAQ and S&P rose, implying Bitcoin acted like a tech stock.
Bitcoin Underperformed Broader Tech This Year
- Year-to-date Bitcoin underperformed broad tech indices and many individual stocks.
- Ran highlights Bitcoin's flat performance compared with NASDAQ's gains, suggesting correlation with select tech winners.