ANDREOU REPORT

Silver miners jumped as metal held above $90 January 14, 2026, with Hecla Mining up 3.4% and ProShares Ultra Silver ETF surging 8.2%, testing whether this cycle breaks historical pattern of cost inflation eroding price gains.

X announces Smart Cashtags feature launching February 2026, placing real-time market data for crypto assets and equities directly inside 550 million user timelines with sub-200ms latency.

MSCI reversed its plan to exclude Bitcoin treasury companies on January 6, removing the threat of $2.8 billion in forced passive selling for Strategy as shares jumped 6.6% after hours.

The S&P 500 closed at 6,944 on January 6, a new all-time high and 44% above April 2025 lows. The rally raises valuation questions heading into 2026 as margin for error narrows.

Bank of America will allow Merrill and Private Bank advisors to recommend crypto ETFs starting January 5, 2026 with 1-4% suggested allocations. The shift is procedural but changes distribution dynamics.

48 countries including Greece will begin automatic crypto tax data sharing by 2027 under OECD's CARF framework. Data collection starts in 2026. The gray zone is closing.

Bitcoin exchange balances fell from 2.98M BTC to 2.54M BTC in 2025, a 15% drop. Over 430,000 BTC moved off exchanges into self-custody and institutional storage. Liquidity is tightening quietly.

AI crypto tokens lost 66% in 2025, wiping out $53 billion in market value. Render fell 82%, The Graph similar. The market stopped paying premiums for AI narratives without real demand.

Binance holds 72% of all crypto assets on centralized exchanges in 2025—$163.88B average daily. The next seven exchanges combined don't match it. That's not competition. That's concentration.

Google Trends shows crypto searches at 12-month lows while silver breaks out. Silver surged 63% in 2025 as China export controls loom. Where attention goes, capital follows.

Low liquidity, Fed minutes, jobs data and China policy shifts converge during a holiday week when Wall Street closes but crypto keeps trading. This combination has historically produced outsized volatility.

AI Mastery for the New Economy launches as the first practical artificial intelligence course designed specifically for Greek and Cyprus business professionals in native language.

Japan's 10-year government bond yield surged to 2.10%, highest level since 1999, rising nearly 100 basis points in one year. With 250%+ debt-to-GDP, elevated yields threaten global liquidity.

Burry estimates AI hyperscalers understating depreciation by $176 billion 2026-2028 by extending equipment life from 3-4 years to 5-6 years, inflating earnings without improving cash flows.

Memento Research analysis of 118 token launches shows 85% trading below launch FDV with average decline of 71%. The TGE playbook stopped working in 2025.

Solana generated $1.4 billion in blockchain revenue through November 2025 versus Ethereum's $522 million at base layer. The gap reflects structural differences in how each chain captures economic activity.

Cooler November CPI at 2.7% initially pushed Bitcoin higher, then triggered $140M in liquidations within hours. The reversal wasn't macro—it was market structure breaking under leverage.

Bank of Japan's expected 25bp rate hike to 0.75% could trigger Bitcoin selloff as yen carry trade unwinds. Historical pattern shows 23-32% declines following BoJ tightening.

Bitcoin is down 7-8% in 2025—the fourth negative year ever, but the first without an exchange collapse or industry crisis. The decline reveals market maturation more than weakness.

Solana captured 26.79% of blockchain attention in 2025, nearly double Ethereum and Base combined. CoinGecko data reveals why mindshare predicts capital flows.