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Welcome to the US Cryptocurrency News Morning Briefing – your essential summary of the most important developments in the cryptocurrency world for the day ahead.
Grab a coffee and settle down – the markets are moving in ways that make even seasoned investors look at the charts. Gold and silver are rising, cryptocurrencies are swinging, and political turmoil in Washington is creating uncertainty. But according to Tom Lee, a turning point can be quietly somewhere in the middle of the chaos.
Today’s Cryptocurrency News: Tom Lee Says White House Wins in Advanced Midterm Elections Ruined Markets
Fundstrat Global Advisors’ Tom Lee strikes a cautious but optimistic tone toward cryptocurrency investors, arguing that the recent turmoil in Bitcoin and Ethereum may be temporary.
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In his appearance on the program Squawk Box On CNBC, Lee attributed the rise in gold and silver prices at the beginning of the year to political maneuvering in Washington, DC.
He says the White House’s plans have temporarily “captured” risk appetite, creating a “spiral” that has driven capital away from cryptocurrencies despite strong fundamentals.
The price of gold rose to $4,954.99 per ounce, a daily increase of 6.5%, while the price of silver rose 13.66% to $87.53. This represents the biggest one-day gain for both metals since the 2008 financial crisis.
Lee linked this obsession with devaluation at the wrong time for cryptocurrencies In October 2025.
He said: “The cryptocurrency industry has no leverage at the moment.” “The performance of gold and silver has absorbed all risk appetite towards precious metals trading.”
Lee also highlighted politics in Washington as a major driver of market uncertainty. with The mid-term elections are approachingHe criticized the White House for “deliberately picking more winners and losers early,” forcing its agenda forward and holding markets “hostage.”
Add speculation The next chairman of the Federal Reserve More volatility, as Lee warned that markets will test the resolution of policies and interest rates, mirroring the patterns seen by former chairs Janet Yellen and Jerome Powell.
While the consensus expects Republicans to lose the House, Lee noted that Republican retention could bring a “positive surprise.”
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Signs point to a decline in cryptocurrencies amid the gold and silver craze
Despite the near-term headwinds, Lee sees signs that cryptocurrencies may be bottoming out. Fundstrat advisor Tom De Mark believes the “time and price” consensus has been verified, with Bitcoin back above $78,000 and Ethereum near $2,300.
Lee added this Active Ethereum addresses It has become “parabolic,” as Wall Street increasingly integrates digital assets.
“All the elements are in place for cryptocurrencies to be at the bottom now,” he said, comparing the price weakness to network activity.
This view is in line with analysts’ observations about the potential for capital turnover, with some indicating that gold will recover 11% from its recent lows, adding $3.07 trillion, and silver growing 20% ​​to recover $800 billion.
The Bull Theory analyst compares this situation to August 2020, when gold hit $2,075, Bitcoin fell 20%, and then increased 559% in eight months as capital returned to risk assets.
with ISM Manufacturing Index at 52.6%The analyst suggested that a similar cycle may be underway:
“Gold is likely to be in the lead, and with Bitcoin already correcting, we may now see a rotation towards risk assets.” They say.
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However, not all comments are optimistic. Analysts Wimar.X warn that the increase in metals indicates “Broken system“, reflecting the conditions that preceded the collapse in 2000, 2007 and 2019.
With the ratio of gold to silver close to 56, they argued that institutions “leave the casino”, which could herald a 2026 crash.
However, Lee stressed that the broader economic backdrop remains strong. Shares rose 1% in January, which historically correlates with 18% annual gains in the S&P over similar periods since 1950.
Even with AI and technology valuations that may return, you see precious metals taking a healthy “break” for the markets, which could pave the way for the next step for cryptocurrencies.
The question now is whether the flows led by Washington will continue to support the metals or whether Bitcoin and Ethereum are ready to recover.
Today’s map
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The Gold to Bitcoin dominance ratio compares the market capitalization of the two assets.
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Here’s a roundup of more US cryptocurrency news to follow today:
Overview of Pre-Market Cryptocurrency Stocks
| Company | Closed until February 2nd | Early market overview |
| Strategy (MSTR) | $139.66 | $140.80 (+0.82%) |
| Coinbase (COIN) | $187.86 | $189.53 (+0.89%) |
| Galaxy Digital Holdings (GLXY) | $26.44 | $26.95 (+1.93%) |
| Mara Holdings (MARA) | $9.12 | $9.18 (+0.66%) |
| RIOT Platforms | $15.32 | $15.53 (+1.37%) |
| Basic Sciences (CORZ) | $17.87 | $18.05 (+1.01%) |
