📉 Bitcoin Slides Under $88,000 as US Government Shutdown Fears Weigh on Crypto

Welcome again to today’s market bulletin! We’ve gathered the most relevant trends and developments shaping the crypto and finance world, all in one place. Clear, concise, and focused, here’s what you need to know to stay on top of the markets this week. Let’s begin:

Surfing the Market, with the ETH and XRP.
Don’t miss bitcoin’s slide on U.S. shutdown fears and Europe’s talk of weaponizing U.S. debt over Greenland!
Rose Network is under the spotlight.
A short article about Stanley Druckenmiller: If You See a Great Trade, Bet Big.

ETH refuses to surrender and it’s pushing for a bounce over the main horizontal support after Yesterday’s drop:

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Similar scenario for XRP which is fighting to defend the key $1.8 support range:

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Bitcoin Slides Near $87K as US Shutdown Jitters Hit Crypto
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Bitcoin dropped toward $87,000 in thin Sunday trading, wiping close to $100 billion from the broader crypto market in just a few hours. Traders pinned the move on rising odds of a U.S. government shutdown, which has pushed investors toward safer assets and away from volatile names. The slide also followed another week of heavy outflows from U.S. spot bitcoin ETFs, reinforcing the risk-off tone.

Highlights

Shutdown odds spike: Prediction markets now price roughly a three-in-four chance of a partial U.S. government shutdown by the end of January, fueling political risk premiums.
$100B market wipeout: Digital assets collectively lost around $100 billion in value over roughly seven hours as BTC and ETH broke below nearby support levels.
ETF outflows bite: U.S. spot bitcoin ETFs just logged their weakest week since early 2025, with more than $1.3 billion in net redemptions draining institutional exposure.
Rotation within crypto: While bitcoin products saw redemptions, some altcoins, including Solana and XRP, recorded fresh inflows as investors reshuffled rather than fully exiting the space.
Macro over micro: Analysts say the latest drop is driven more by Washington drama, shutdown risk and “higher for longer” rate fears than by any crypto-specific shock.
If lawmakers avert a shutdown and ETF flows stabilize, BTC could find its footing again above recent support and shake off some of the political risk premium. A drawn-out funding standoff, however, would likely keep risk appetite muted, leaving bitcoin vulnerable to further swings as traders key off headlines from Capitol Hill and upcoming Fed signals.

Greenland Standoff Revives Talk of Europe Dumping U.S. Debt, but Options Look Limited
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Europe’s standoff with Washington over Greenland has sparked debate about using U.S. Treasuries as a geopolitical weapon, with some officials floating a “nuclear option” of selling down American debt holdings. In practice, analysts say forcing a large-scale dump would be extremely hard, since much of the paper sits with private funds and there are few truly comparable safe assets. At the same time, fast-growing stablecoin issuers are emerging as major new buyers of U.S. debt, further binding crypto’s fortunes to the health of Treasury markets.

Highlights

“Nuclear option” on the table: Ideas range from a “trade bazooka” that could lock U.S. firms out of EU markets to leveraging trillions in European-held U.S. assets as pressure over Greenland.
Who really owns the bonds: Foreign investors hold about $8 trillion in U.S. bonds and equities, but much of Europe’s exposure sits with pension funds, banks and hedge funds, not governments, making coordinated sales difficult to mandate.
Stickiness of demand: Experts note foreign government buyers tend to be “sticky,” reluctant to dump Treasuries without a truly extreme trigger, and warn that political moves that hurt portfolio performance are a hard sell.
No easy alternatives: Despite talk of de-dollarization, there’s still no market that matches Treasuries’ combination of perceived safety and depth; even German and other high-grade bonds are too small to fully replace them.
Stablecoins as new Treasury whales: U.S. rules under the GENIUS Act require regulated stablecoins to be backed by cash and Treasuries, turning issuers into rapidly growing buyers and tightening the link between dollar tokens and U.S. debt markets.
Rising geopolitical friction means the idea of Europe weaponizing its U.S. debt holdings is likely to keep resurfacing, even if a full-blown selloff is improbable. The bigger story may be how stablecoin reserves and past liquidity scares in Treasuries interact: any shock to either side now risks echoing across both global bond markets and the crypto ecosystem.

Project Research: ROSE NETWORK
ORIGIN
Oasis Network is a Layer-1 blockchain built to solve one of Web3’s biggest gaps: data privacy. While most blockchains expose transaction details and smart contract data publicly, Oasis was designed to support applications that require confidentiality. This makes it suitable for areas like DeFi, AI, identity, healthcare, and enterprise workflows, where sensitive data cannot be fully public.

Become a member
The core idea behind Oasis is that Web3 adoption will remain limited unless privacy is built into the base layer. The network focuses on enabling secure, private computation while maintaining decentralization and transparency.

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OPERATIVE
Oasis uses a two-layer architecture that separates consensus from execution. The Consensus Layer is secured by Proof-of-Stake validators and handles transaction finality and security. The ParaTime Layer runs smart contracts and computation in parallel environments, allowing the network to scale without congestion.

Privacy is enabled through confidential ParaTimes, which use Trusted Execution Environments (TEEs). These ensure that data stays encrypted not just in storage or transit, but also during execution. This allows smart contracts to process sensitive information without revealing it to validators or the public.
Oasis’s flagship runtime, Sapphire, is EVM compatible, making it easy for Ethereum developers to deploy privacy preserving applications using familiar tools. This lowers the barrier for adoption while adding confidentiality by default.
The ROSE token powers the network. It is used for transaction fees, staking, and governance. ROSE has a fixed maximum supply of 10 billion tokens and aligns incentives between validators, developers, and users. Staking ROSE secures the network while rewarding participants.
Oasis supports use cases such as confidential DeFi, secure data sharing, AI computation, and privacy-first Web3 applications.

SUMMARY
Oasis Network is a privacy focused Layer-1 blockchain designed for confidential smart contracts and scalable computation. Its modular architecture and confidential execution allow developers to build applications that protect user data without sacrificing performance or decentralization.

By combining EVM compatibility, encrypted execution, and a flexible runtime system, Oasis positions itself as infrastructure for real-world Web3 use cases where privacy matters. The ROSE token anchors the ecosystem through security, governance, and network activity.

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COMPETITORS
Oasis competes with networks like Secret Network, Aztec, and zk-based privacy layers. Its key advantage is the ParaTime architecture and confidential execution during computation, not just transaction obfuscation, making it more flexible for developers and enterprise-grade applications.

Stanley Druckenmiller: If You See a Great Trade, Bet Big

When talking about great investors, the same names usually come up. But if you look directly at the professional side of the industry, there’s one figure who commands universal respect: Stanley Druckenmiller. Not because of marketing or motivational books, but because of consistent results over decades.

Druckenmiller is a macro thinker, obsessed with risk, who managed to read major economic cycles long before they became obvious to the broader market.

Origins
Stan Druckenmiller was born in 1953 in the United States. He began his career as an economic analyst and quickly showed something different: an ability to connect monetary policy, growth, inflation, and financial markets into a single coherent narrative.

In 1981, he founded his own hedge fund, Duquesne Capital. From that point on, he achieved an almost unreal track record: 30 years without a single negative year.

But his real breakthrough came when he became George Soros’ right-hand man at the Quantum Fund.

The Trade That Made History
To understand his legend, you have to go back to 1992, when the United Kingdom was trying to keep the pound within the European Exchange Rate Mechanism. The problem was obvious: the economy simply didn’t support it.

Druckenmiller spotted the crack before anyone else: incompatible monetary policy, declining reserves, and unsustainable pressure; and went for a massive short on the British pound, with estimated profits of over $1 billion.

That day, they effectively “broke” the Bank of England, and Druckenmiller was the intellectual architect behind the trade.

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His Investment Philosophy
As the title of this article suggests, Druckenmiller is the opposite of the default diversified investor.

Concentration: when he sees a clear opportunity, he bets big. He doesn’t believe in holding 50 positions just to “sleep well at night.”
Macro first: interest rates, liquidity, monetary policy, and the economic cycle come first.
Liquidity is everything: he never fights the Fed. When central banks inject liquidity, assets rise. When they drain it, assets fall.
Asymmetric risk: he looks for setups where downside is limited and upside is significant.
Change your mind quickly: he doesn’t fall in love with a thesis. If the market proves him wrong, he exits without hesitation.
One of his best-known quotes says it all: “The goal is not to be right, but to make money.”

Legacy
In 2010, Druckenmiller closed Duquesne Capital to manage only his own capital. Not because of poor performance, but because he no longer needed external money. From that point on, he became one of the most respected voices on Wall Street, when he speaks, the market listens.

Druckenmiller didn’t build his career on hype, but on a deep understanding of the system. He understood that markets don’t move solely on fundamentals, but on money, expectations, and monetary policy.

For anyone operating markets, stocks, bonds, or crypto, understanding how Druckenmiller thinks is understanding how major cycles really move.

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