Welcome to the US Crypto Information Morning Briefing—your important rundown of an important developments in crypto for the day forward.
Seize a espresso and settle in — the markets are transferring, and what’s scorching at this time might sign what’s subsequent. Valuable metals are stealing headlines, shares are holding regular, and Bitcoin…properly, it’d simply be ready within the wings.
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Crypto Information of the Day: Tom Lee Explains Why Gold and Silver Are Dominating Buyers’ Consideration
Buyers are more and more turning to treasured metals as gold and silver soar to multiyear highs. Towards this backdrop, BitMine’s Tom Lee says the pattern is signaling extra than simply short-term hypothesis.
In a current look on CNBC’s Energy Lunch, Lee, BitMine’s Head of Analysis, defined why metals have grow to be a “actual, real asset class” and what meaning for equities and crypto.
“Metals are proving to be an actual, real asset class as a result of I believe for a few years, perhaps individuals thought solely gold bugs ought to personal gold. However now, particularly the final three years, metals have, I believe, confirmed to be a little bit of a juggernaut,” Lee mentioned.
He famous that the rise of metals is pushed by a mix of geopolitical uncertainty, greenback weak spot, and dovish central financial institution coverage. Nonetheless, Lee says that the metals rally shouldn’t be seen as a adverse for shares.
“I don’t suppose that these are unhealthy for equities as a result of if that is anticipating greenback weak spot or extra dovish strikes by central banks, then it’s good for asset costs,” he defined.
Based on Lee, a weaker greenback and accelerating earnings development present a stabilizing power for equities, whilst metals draw investor consideration.
Tom Lee’s Prime Sector Picks and the Crypto Outlook for 2026
Buyers trying to place themselves for the remainder of 2026 might need to concentrate on Lee’s sector suggestions.
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From BitMine’s perspective, prime picks embody power, primary supplies, financials, industrials, small-cap shares, and the Magazine-7 tech firms.
“Financials are being buffeted as a result of the White Home is selecting winners and losers…However the financial institution fundamentals are so good, and I believe tokenization and blockchain are actually huge productiveness drivers, and AI is a large tailwind that I believe banks are within the technique of rerating extra like tech shares over time,” he mentioned.
Whereas conventional markets are anchored, Lee highlighted the present state of crypto, which has lagged metals in efficiency. The October 2025 deleveraging, he mentioned, continues to impression crypto markets.
“There was an enormous deleveraging…some exchanges and market makers…so the business is type of limping alongside, however the fundamentals have improved rather a lot,” Lee famous.
He added that, traditionally, durations when metals rise sharply are sometimes adopted by renewed features in Bitcoin and Ethereum as soon as metals stabilize.
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Lee additionally addressed short-term uncertainties, together with authorities shutdowns and potential earnings disappointments, noting that such occasions typically current shopping for alternatives slightly than long-term threats.
“Within the quick time period, after all, shutdowns create uncertainty…these have all confirmed to be shopping for alternatives,” he mentioned.
Total, BitMine’s Tom Lee paints an image of a market in transition. Metals are commanding investor consideration at this time, however crypto might see a surge as soon as conventional secure havens pause.
Buyers searching for a balanced method ought to contemplate sustaining publicity to high-performing sectors, respecting metals’ momentum, and watching crypto fundamentals for indicators of the subsequent transfer.
Chart of the Day
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Byte-Sized Alpha
Right here’s a abstract of extra US crypto information to observe at this time:
Crypto Equities Pre-Market Overview
| Firm | Shut As of January 27 | Pre-Market Overview |
| Technique (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) |