Bitcoin Price Analysis: BTC Above $89,000 As Markets Brace For Fed Decision, Magnificent Seven Earnings 

Bitcoin (BTC) inched higher over the past 24 hours, reclaiming $89,000 as markets brace for a key week, positioning themselves for the Federal Reserve’s rate cut decision and earnings from the Magnificent Seven. The flagship cryptocurrency is up 1% over the past 24 hours, trading around $89,000. 

Meanwhile, spot Bitcoin ETF inflows remain weak after heavy redemptions last week. Analysts believe BTC lacks the momentum to break above the sell-side liquidity around $89,500, forcing it to trade sideways. However, key events this week could act as a catalyst and spark a move past $90,000. 

Metaplanet Hikes 2025 Revenue And Operating Income Forecast 

Bitcoin treasury company Metaplanet has raised its 2025 revenue and operating income forecasts. It also flagged a non-cash Bitcoin writedown and increased guidance for 2026. Metaplanet expects a 2025 revenue of 8.905 billion Japanese yen ($58 million) and an operating income of $40 million. Despite the improved outlook, the company expects an ordinary loss of $632 million and a net loss of $491 million, driven by a Bitcoin impairment loss of $700 million, a non-cash write-down of the value of its Bitcoin holdings at year-end prices. 

According to Metaplanet, its Q4 2025 revenue from its Bitcoin income generation business is expected to exceed initial projections, pushing its full-year revenue to around $55 million. The company’s filing explained that the impairment is from a “quarter-end mark-to-market accounting” and is a

non‑cash accounting adjustment reflecting period-end price fluctuations and has no direct impact on the Company’s cash flows or operations.

Meanwhile, the company’s Bitcoin holdings have risen from 1,762 BTC at the end of 2024 to 35,102 BTC at the end of 2025. 

Gold, Silver Outshine Crypto On Social Media 

Gold and silver have stolen the spotlight from crypto on social media, with most discussions focusing on the precious metals as retail investors focus on the ongoing rally. According to Santiment, discussions about gold jumped during the second week of January as it reached record levels, dominating social media chatter between January 8 and January 18. Interest in crypto returned for a few days, dominating social media chatter between January 19 and January 22. Interest in silver has also spiked as it hit a new all-time high. Silver was also the most discussed asset between January 1 and January 6. Santiment analysts stated, 

Cryptocurrency traders are well known for jumping between different sectors within digital assets based on the latest & greatest hype cycles, eg, memecoins vs AI vs blue chips, etc. But now, retail is proving to be open to jumping sectors entirely, with social data showing how gold, silver, and even equities are getting more and more interest based on wherever the latest pumps appear.

 

Stablecoin Liquidity Tightening Eroding Crypto Short-Term Buying Power 

Matrixport believes tightening stablecoin liquidity is eroding crypto’s short-term buying power. With the proposed GENIUS Act set to bar stablecoin issuers from paying interest to holders, over $6.5 billion in USDC have been redeemed over the past six weeks as traders pivot to yield-bearing alternatives like tokenized money market funds and traditional assets like gold and silver. The drop in stablecoin supply has reduced short-term liquidity, forcing issuers like Circle to change their strategy and focus on boosting real-world usage and transaction activity rather than growing market capitalization. 

Stablecoins A Risk For Bank Deposits 

Standard Chartered analysts have said that stablecoins are a major threat to bank deposits in the US and globally. Geoff Kendrick, the global head of digital asset research at Standard Chartered, stated in a report, 

The delay of the US CLARITY Act — a bill proposing to prohibit interest on stablecoin holdings- is a reminder that stablecoins pose a risk to banks. We estimate that US bank deposits will decrease by one-third of the stablecoin market cap.

The findings add to the ongoing debate around the CLARITY Act. Coinbase recently withdrew its support for the bill, while Circle CEO Jeremy Allaire dismissed fears of a stablecoin-driven bank run. Kendrick highlighted the net interest margin (NIM), a metric that measures the difference between interest earned and interest paid. 

NIM income as a percentage of total bank revenue is the most accurate measure of this risk because deposits drive NIM, and they risk leaving banks as a result of stablecoin adoption. We find that regional US banks are more exposed on this measure than diversified banks and investment banks, which are least exposed.

Bitcoin (BTC) Price Analysis 

Bitcoin (BTC) reclaimed $89,000 as the broader market extended its uptick, rising over 2% to cross the $3 trillion mark. The flagship cryptocurrency is up nearly 2% over the past 24 hours, trading around $89,237, marking a strong recovery from its low of $87,268 on Tuesday. Markets pushed higher as the US Dollar remained under pressure, as traders prepare for the Federal Reserve’s decision on interest rates later today. 

BTC started the week in the doldrums before stabilizing and making small yet steady gains as the market waited for clearer signals. Meanwhile, global stocks, gold, and silver extended their gains. Asian equities hit record levels while the S&P 500 reached a fresh peak on Tuesday. Tech shares also registered a sharp jump, driven by growing optimism around spending on artificial intelligence and megacap earnings due later this week. Meanwhile, the US Dollar found some solid ground after dropping to its lowest levels since early 2022 as investors debated the Trump administration’s hints that it was less concerned about a softer greenback. A weak US Dollar has driven unprecedented rallies in gold and silver. However, crypto has largely been ignored by investors looking for a haven, with Bitcoin languishing below $90,000. Analysts at CoinSwitch stated, 

The dollar index fell to around 95.5, its weakest level in nearly four years, lowering the opportunity cost of holding risk assets and supporting BTC’s rebound from below $88,000 to around $89,300. Downside pressure eased after BTC traded into and held the $86,000–$87,000 zone, where a dense cluster of leveraged long liquidations was likely triggered, reducing excess leverage and stabilizing short-term market structure.

BTC ended the previous weekend in the red, dropping 1.55% to $93,633. Sellers retained control on Monday as the price fell 1.15% to $92,559. Selling pressure intensified on Tuesday as BTC fell nearly 5%, slipping below $90,000 to $88,310. Despite the overwhelming bearish sentiment, the price recovered on Wednesday, rising 1.19% to $89,363. BTC registered a marginal increase on Thursday, moving to $89,463.

Source: TradingView

BTC experienced considerable volatility on Friday as buyers and sellers struggled to establish control. Buyers ultimately gained the upper hand as the price registered a marginal increase to $89,474. Selling pressure returned over the weekend, and BTC fell 0.44% to $89,092. Selling pressure intensified on Sunday as the price fell nearly 3% to $86,561. Despite the overwhelming selling pressure, BTC recovered on Monday, rising almost 2% to $88,250. Buyers retained control on Tuesday with the price crossing $89,000 to $89,250, up nearly 1%. BTC is up 0.79% during the ongoing session, trading around $89,900 as it looks to test and reclaim the $90,000 level.

Disclaimer: This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

Disclaimer: This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.