Welcome to the U.S. cryptocurrency news morning briefing. This is an essential summary that allows you to quickly check today's major cryptocurrency trends.
Please prepare a cup of coffee and take a seat. The market is moving, so today's highlighted stocks could signal what is to come. Precious metals are taking center stage, and stocks are maintaining stability. Bitcoin may be on standby.
Reasons why Tom Lee is focusing on gold and silver investors
Investors are continuing to turn their attention to precious metals as gold and silver hit their highest prices in years. In this situation, Tom Lee of BitMine stated that this trend does not merely signify short-term speculation.
Research Head Lee explained on CNBC's Power Lunch how precious metals have become a 'true asset class' and what this means for stocks and cryptocurrencies.
"Precious metals are proving to be a true asset class. While those who believe gold should be owned for a long time may have only been 'Gold Bugs,' especially in the last three years, precious metals have shown explosive presence," said Tom Lee, Director of BitMine.
He explained that the strength of precious metals is the result of a combination of geopolitical uncertainty, a weakening dollar, and dovish central bank policies. However, he stated that the rally in precious metals is not a negative signal for the stock market.
"I don't think this trend is bad for the stock market. If we expect a weak dollar or dovish moves from central banks, it will be positive for asset prices," Director Lee explained.
According to Director Lee, a weak dollar and accelerating earnings growth bring stability to the stock market. Meanwhile, precious metals are attracting investors' attention.
Tom Lee's major sector selection... Cryptocurrency outlook for 2026
For investors looking to position themselves for 2026, attention should be paid to the sectors recommended by Director Lee.
The priority investment targets selected from BitMine's perspective include energy, basic materials, finance, industrials, small caps, and Mag-7 technology companies.
"Financial stocks are affected by government policies, but the basic financial health of banks is very strong. Tokenization and blockchain will significantly improve productivity, and artificial intelligence will gradually make banks valued like tech stocks," he stated.
While traditional markets remain strong, Director Lee assessed that cryptocurrencies have performed poorly compared to precious metals. He stated that the deleveraging in October 2025 is also impacting the cryptocurrency market.
"There was a massive deleveraging, and some exchanges and market makers have struggled. Although the industry is struggling to recover, the underlying fundamentals have improved significantly," Director Lee mentioned.
He added that historically, after a sharp rise in precious metals, Bitcoin and Ethereum often show upward trends when they enter a consolidation phase.
Director Lee also mentioned short-term uncertainties such as government shutdowns and earnings shocks, explaining that such events have acted as buying opportunities rather than long-term threats.
"In the short term, shutdowns certainly create uncertainty. All these events have proven to be buying opportunities," he stated.
Overall, Tom Lee of BitMine suggests that the market is in a period of change. Precious metals are capturing investors' attention today, but as traditional safe assets enter a consolidation phase, cryptocurrencies may quickly come to the forefront.
Investors looking for a balanced investment strategy should maintain exposure to growth sectors, respect the momentum of precious metals, and pay attention to fundamental changes in cryptocurrencies.
Today's chart
Here is a summary of noteworthy U.S. cryptocurrency news today.
Ethereum whales added $1.3 billion amid high interest in ERC-8004, but one indicator is still blocking the rally.
Bitcoin is testing $90,000. However, a buying pressure for downside protection against the Fed and funding risks remains.
Coinbase's first CTO says, 'Cryptocurrency will outlast Silicon Valley'—explaining why.
The next major project of Ethereum has been launched. Who will benefit from ERC-8004?
The Bitcoin rebound has stopped at 4%. Expectations for interest rate cuts have overshadowed the excitement around ETFs. What will be the next direction of prices?
Morgan Stanley has transformed from a stage of interest in cryptocurrency to a confident investor. Wall Street is said to have 'opened the way for funds.'
Cryptocurrency stock pre-market overview
Company January 27th Closing Price Overview MicroStrategy (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)
Cryptocurrency stock market competition: Google Finance