Welcome to the US Crypto News Morning Briefing — this is the essential summary of the day's key crypto news.
Grab a coffee and settle in — the markets are moving, and today's favorites may indicate what is to come. Precious metals are making headlines, stocks remain stable, and Bitcoin… may just be waiting its turn.
Today's crypto news: Tom Lee explains why gold and silver dominate investors' attention
Investors are increasingly turning to precious metals as gold and silver rise to multi-year highs. Against this backdrop, BitMine's Tom Lee says that the trend signifies more than just short-term speculation.
In a recent CNBC Power Lunch program, Lee, BitMine's head of research, explained why metal has become a “real, genuine asset class” and what it means for stocks and crypto.
“Metals now show themselves to be a real, genuine asset class, because for years many thought that only gold collectors owned gold. Now, especially in the last three years, metals have, in my opinion, emerged as a clear force,” Lee stated.
He mentioned the geopolitical uncertainty, dollar weakness, and the central banks' loose monetary policy affecting the rise of metals. Nevertheless, Lee says that the metal price rally should not be viewed as a negative for stocks.
“I don't believe these are bad stocks because if this anticipates a weakening dollar or softer actions from central banks, it's a good thing for asset prices,” he clarified.
According to Lee, a weaker dollar and accelerating growth in earnings bring stability to stocks, even as precious metals draw investors' attention.
Tom Lee's top sector selections and cryptocurrency outlook for 2026
Investors contemplating investments for the end of 2026 may pay attention to Lee's sector recommendations.
According to BitMine, the best sectors are energy, basic materials, financial sector, industrials, small-cap stocks, and Mag-7 technology firms.
“The financial sector has found itself in the eye of the storm, as the White House picks winners and losers… But the fundamental fundamentals of banks are so strong, and I believe that tokenization and blockchain will bring significant productivity gains, and AI is a huge tailwind – banks will gradually approach technology stocks over time,” he said.
Although traditional markets are stable, Lee highlighted the current situation of crypto, which has lagged behind the development of metals. The deleveraging wave that occurred in October 2025 is still affecting the crypto markets.
“We experienced massive deleveraging… some exchanges and market makers… The sector is thus progressing somewhat in half-light, but the fundamental fundamentals have improved a lot,” Lee remarked.
Additionally, based on historical development, steep metal rises have often predicted new rises in Bitcoin and Ethereum as metals stabilize.
Lee also addressed short-term uncertainties such as government shutdowns and potential earnings disappointments. He noted that such events often provide buying opportunities and are not long-term threats.
“In the short term, of course, government shutdowns bring uncertainty… but they have all proven to be buying opportunities,” he noted.
Overall, BitMine's Tom Lee describes the market as being in a transitional phase. Precious metals are now attracting investors' interest, but the crypto markets may be on the verge of a rise as traditional safe havens quiet down.
Investors seeking a balanced investment approach may consider diversifying into productive sectors, respecting metal sentiments, and monitoring the fundamental factors of crypto for the next move.
Chart of the day
Here is a brief summary of other US crypto news to watch today:
Ethereum whales' purchases exceed $1.3 billion amid ERC-8004 hype — But one metric still prevents a price rally.
Bitcoin tests $90,000, but protection against a decline holds firm amid the Fed and financial risk.
Coinbase's first CTO says crypto is a longer-term phenomenon than Silicon Valley — Here’s why.
Ethereum's next big launch revealed: Who benefits from ERC-8004?
Bitcoin's recovery stalls at 4 percent as corona-reduction sentiment overshadows ETF hype — What happens next for the price?
Morgan Stanley emerges as a curious committed player in the crypto market as Wall Street 'opens the taps'
Pre-market overview of crypto stocks
Company Decision January 27th Pre-market Strategy (MSTR) $161.58 $162.70 (+0.69%) Coinbase (COIN) $210.83 $212.88 (+0.97%) Galaxy Digital Holdings (GLXY) $33.18 $33.45 (+0.81%) MARA Holdings (MARA) $10.52 $10.59 (+0.67%) Riot Platforms (RIOT) $17.55 $17.72 (+0.97%) Core Scientific (CORZ) $19.94 $20.22 (+1.405%)
Crypto stocks market opening race: Google Finance