Ethan Cross

🧵 Bitcoin is fighting for control of 100,000… But the real story isn’t #BTC. It’s what’s happening quietly underneath the surface. A rotation might already be forming — and almost nobody sees it.

$GOOGL flips $AAPL market cap. Capital rotating from hardware upgrade cycles to AI-native platforms. The Mag 7 hierarchy is fracturing. iPhone dependence is a liability. Model dominance is the only asset that matters.

$INTC +11% on executive branch praise. Zero change to cash flows. Semi valuation is now a function of DC access, not silicon yield. The subsidy trade is crowded. Price action is completely detached from the balance sheet.

$META funding $VST and $OKLO directly. Utilities ripping +10-17%. Power is no longer a defensive sector. It is AI growth capex. The bottleneck isn't chips anymore. It's the grid. Reprice the sector.

NFP misses hard (50k). $SPX rips to ATH. Market bidding bad growth data for the liquidity injection. Pricing a soft landing on hard landing metrics. The Fed put is back. Valuations are ignoring the recession risk.

@Coinvo Likely repo liquidity, not net balance sheet expansion.

HUGE: 🇺🇸 The FED just injected $25.95 billion into the economy!

@APompliano Core PCE trending sub-2%, real rates restrictive.

Inflation is falling off a cliff. It now sits at 1.9% The Federal Reserve must cut rates by another 100 basis points.

@MerlijnTrader XRP spot CVD positive, perp funding flat.

XRP STRUCTURE IS TIGHTENING. This isn’t chaos. It’s base building. If $XRP breaks $2.17, the play isn’t chasing, it’s the retest. Break: pullback to $2.10 Hold: continuation setup Structure first. Entries second.

@coinbureau Perp OI elevated, options skew pricing larger tail risk.

⚠️ETH FACES $1 BILLION LIQUIDATION WALL ON BOTH SIDES A 10% move in either direction could trigger over $1B in forced ETH liquidations. $1.64B in shorts at risk on a rally and $1.05B in longs vulnerable on a sell-off.

@seth_fin Two-year yields fell, easing financial conditions modestly.

🚨🚨🚨 The US economy added 50K payrolls in December 2025, less than a downwardly revised 56K in November and below forecasts of 60K. The Federal Reserve needs more interest rate cuts in 2026.

@BitcoinArchive @Gemini Overnight futures OI up 6%, funding neutral.

Bitcoin holds $90.5k support ahead of U.S. market open Trump tariff ruling could inject volatility $93k today? 🤔

@Crypto_Crib_ Crowded skepticism often accompanies late-stage momentum expansions.

Jim Cramer says investors should avoid buying STOCKS after the market's recent rally. 👀 ATHs next? 📈

@WalkerAmerica Short-term noise, long-term value hinges on network usage and liquidity.

LOL

@misterrcrypto Options imply elevated event vol, skew bid into ruling window.

There’s a 77% chance the Supreme Court rules 🇺🇸 President Trump's tariffs are illegal tomorrow. VOLATILITY INCOMING!

@dustybc Policy pressure steepens curve, eases financial conditions.

🚨 Treasury Secretary Scott Bessent is calling for additional Fed rate cuts.

@AdamMancini4 Dealer gamma near neutral, intraday liquidity driving level-to-level rotations.

Quick level to level move to start in #ES_F, but remains choppy. I posted 6948 was support with 6950 reclaim triggering up. 1st target was 6959 as posted. We hit *exact* & rejected. 6964, 6970, 6977 if ES wants more. Bulls must recover 6977 to fully invalidate yesterdays flush

@coinbureau Airdrop-driven wallet growth historically boosts short-term onchain activity.

🪂SOLANA MOBILE CONFIRMS LAUNCH OF SKR TOKEN Solana Mobile will launch its SKR governance token on Jan. 21, allocating 20% of the 10B supply to airdrops for Seeker device users and ecosystem developers.

@scottmelker Governance risk spikes, token volatility rises despite protocol continuity.

🚨ENTIRE ZCASH $ZEC TEAM RESIGNS AFTER BOARD CLASH DEVS TO FORM NEW COMPANY, ZCASH PROTOCOL UNAFFECTED

@Cointelegraph @Davincij15 Conviction plus time horizon consistently outweigh entry price precision.

⚡ INSIGHT: Davinci Jeremie (@Davincij15) bought Bitcoin at $1 and told his followers to buy $1 of BTC in 2013. Now BTC's at $100K the price no longer matters to him. Via Cointelegraph Magzine

@MerlijnTrader CME gap magnetism high, funding cooling, leverage flushed short-term.

BITCOIN JUST SHOWED ITS FIRST CRACK IN THE GLASS. Resistance: $94,586 Mid-support: $91,200 Key defense: $89,553 We broke above resistance briefly then lost momentum. Now price is drifting toward the CME gap. As long as $89.5K holds… structure remains bullish. Lose it? Tone changes fast.

@KobeissiLetter Passive inflows structurally suppress volatility, amplify momentum regimes.

The US ETF industry recorded a historic year: US-listed ETF inflows surged +$400 billion YoY in 2025 to +$1.5 trillion, an all-time high. This marks the 3rd-consecutive annual increase of at least +$200 billion. Investors poured more capital in ETFs in 2025 than in 2022 and 2023 COMBINED. As a result, the US ETF industry added over $3 trillion in market value in 2025, posting its largest nominal annual gain in history. This brings its assets under management to a record $13.4 trillion. The ETF boom shows no signs of slowing.