Monthly Market Report
January 6, 2026
First of all, happy new year and best wishes to everyone!
Welcome back to Crypto Unfiltered, and to this month’s premium edition.
Every month, I break down what’s happening in the crypto market, highlight key narratives, and share the list of altcoins I’m personally watching or holding right now.
If you’re new here, or just want to understand the mindset behind how I invest, check out The Crypto Unfiltered Investment Philosophy. It covers the simple rules I follow, why long-term thinking matters, and how I try to stay smart in a fast-moving space.
December was rough, but the first week of January finally gave us some air. Bitcoin is back in the low-to-mid $90Ks, ETH hasn’t moved much yet and is still around the low $3Ks, and Solana is trying to stabilize after a long, choppy downtrend.
This report is about two things: what the charts are actually saying on the daily and weekly, and what changed in the macro and liquidity backdrop as we start 2026. Just levels, scenarios, and positioning.
Key Points
🔑 Bitcoin is bouncing, but it’s still under the long-term “line in the sand.” The next few weekly closes matter more than any intraday pump.
🔑 BTC dominance is sending an important signal that explains why altcoins are not being force-sold… but also why we’re not adding risk yet.
🔑 ETH is at a make-or-break zone versus both USD and BTC. If it reclaims key levels, it can pull a lot of the market with it.
🔑 Global liquidity: QT has stopped, but QE hasn’t started. That gap is where a lot of people get confused, and it matters for how fast (or slow) alts can recover.
🔑 Macro is already moving fast in January: geopolitics, policy pressure, and weak business-cycle data. We’ll keep it simple and focus on what actually impacts liquidity and risk appetite.
