Uranium Price Surges above $100 as Supply Deficit Gathers Strength

Brave New Coin

The move reflects tightening physical supply, accelerating utility demand, and renewed institutional participation, reshaping expectations for the nuclear fuel market in 2026 and beyond.

Uranium Price Vindicates Structural Strength

According to the Trading Economics uranium chart, the spot prices are more or less at the level of $99.25 per pound, after experiencing a minor 2.27% daily pullback. Although the recent retractions occurred in the short-term, the larger trend is positive.

The precious metal has been moving steadily since mid-2025 and set higher lows and reclaimed major resistance areas that had limited price movements in the past. It is an indication of controlled consolidation as opposed to trend exhaustion.

Uranium Price Vindicates Structural Strength

Uranium has been trading in an escalating long-term pattern where it has more lows and breaks the $100 level once again after many years of stalemate. Graph through Trading Economics, January 2026.

The new revival above the $100 psychological mark has given additional importance to the rally. Since 2007, this zone has not been maintained as regularly and, therefore, its return is some structural development.

This is accelerated by the announcement by Sprott Physical Uranium Trust of 500,000 pounds of uranium purchases as well as a $214 million capital raise. Hopes that such capital will be quickly invested in further physical purchases have added to the stricter conditions on the spot markets.

The liquidity is not speculative and is liquid, as the trading volumes and price responsiveness are shown. The market has also exhibited the rapid dips and subsequent stabilization, other than sharp distribution, indicating continuous absorption of supply. Analysts are setting $100 as a short-term limit, more like a floor that is being built based on the current market events.

Shortage of Supply Shows Signs of Potential Breakout Phase

In a post on X, financial analyst Lukas Ekweme highlighted that uranium is approaching a breakout above its 2024 high, emphasizing that price pressure continues to build despite short-term volatility. His chart shows uranium compressing beneath resistance before accelerating sharply, a pattern often associated with continuation rather than exhaustion.

Uranium has been shrinking close to its 2024 peak after a multi-year ascending trend and this is an indication of breakout potential due to the continued supply limits. Lukas Ekweme Via X, January 30, 2026.

In addition to technical structure, the price recovery goes in line with the increasing belief that the supply of the token is structurally beyond the ability to ameliorate swift demand increases. In a research report presented by Teniz Capital, the token market in the world has been said to have reached a deficit stage, which may not be won in the coming decade.

The long project lead times, according to the firm, which can take 10-20 years to discover and then produce a product,t imply that shortages in the future are already in the supply curve.

The report described the present situation as a tipping point, with the warning that utilities that are not making long-term contracting now will have mounting difficulty in obtaining material towards the end of the decade.

The need estimates support this perception. The world uranium consumption is projected to grow approximately 28 percent by the year 2030 and more than 200% by the year 2040. The core causes of this perspective include reactor building in China and India, renewed Western policy backing of nuclear energy, the data center-generated electricity world boom, and artificial intelligence infrastructure.

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Tesla overtakes Bitcoin on global asset leaderboard

Crypto Briefing

Bitcoin has fallen to the 12th-largest asset globally by market capitalization, slipping behind Tesla in the rankings, according to CompaniesMarketCap.

The digital asset’s price tumbled to $81,000 earlier today and continued to fall as trading progressed. At the time of writing, BTC was hovering around $77,300, down 8% over the past 24 hours, TradingView data shows.

The recent decline has pushed Bitcoin’s market capitalization down to approximately $1.5 trillion, allowing Tesla, now valued at $1.6 trillion, to move ahead to the 11th position.

Earlier this week, Bitcoin fell out of the top 10 global assets, placing it behind Meta Platforms and Taiwan Semiconductor Manufacturing Company.

The sharp market correction this morning has triggered widespread deleveraging, wiping out roughly $2.5 billion in leveraged crypto positions in the past day, per CoinGlass .

Long traders bore the brunt of the losses at $2.4 billion, while more than 408,000 traders were liquidated.

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Binance’s Bold Bitcoin Bet: $1 Billion Stablecoin Conversion Aims to ‘Strengthen BTC’s Long-Term Trajectory’

ZyCrypto

Crypto exchange Binance announced plans to convert its $1 billion stablecoin reserve in the Secure Assets Fund For Users (SAFU) to Bitcoin (BTC).

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Nearly $3 Billion Ethereum Selling Could Drive a 16% Crash

Beincrypto

Ethereum price has weakened sharply over the past several sessions, extending losses as market sentiment deteriorated. The recent dip reflects broader bearish conditions and also deliberate investor actions.

Increased selling pressure has made recovery more challenging. At the same time, continued distribution risks push ETH further lower before meaningful stabilization occurs.

Ethereum Holders Move To Sell Their Holdings

Whale activity has played a significant role in Ethereum’s latest decline. Over the past week, addresses holding between 10,000 and 100,000 ETH reduced exposure aggressively. These large holders sold more than 1.1 million ETH during this period. At current prices, the value of that distribution exceeds $2.8 billion.

Such large-scale selling adds direct pressure on spot markets. When whales reduce holdings, liquidity absorbs supply at lower prices. This behavior often accelerates short-term downtrends.

In Ethereum’s case, the sell-off reinforced bearish momentum and contributed to the recent breakdown below key technical levels.

Want more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.

Macro indicators present a mixed outlook for Ethereum. Data shows that the total supply in profit has dropped below the 50% threshold. When fewer holders sit on unrealized gains, fear often increases. This environment can temporarily reduce sales, as investors hesitate to realize losses.

However, the same metric also carries downside risk. If losses deepen further, behavior can shift quickly. Investors may sell to prevent additional drawdowns. Under such conditions, the Ethereum price could face renewed pressure despite short-lived stabilization attempts driven by reduced profit-taking.

ETH Price Has A Long Way To Go

Ethereum is trading near $2,636 at the time of writing. The asset has fallen 12.7% over the past two days. This decline confirmed a bearish ascending wedge pattern. The formation projects a further 16% drop, targeting the $2,465 level if momentum persists.

The probability of this scenario has increased following the loss of key support. ETH broke below $2,802, confirming the pattern’s breakdown. Technical structures often gain credibility once support levels fail. As long as the price remains below the former support, bearish continuation remains the dominant risk.

A recovery path still exists under improved conditions. If Ethereum holds the $2,570 support level, buyers may attempt a rebound. A sustained move back toward $2,802 would be critical. Reclaiming that level as support would invalidate the bearish thesis and signal renewed strength.

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BTC drops below $80,000 following $1.6 billion in monthly ETF outflows, third-worst month on record

The Block

U.S. spot bitcoin exchange-traded funds ended January on a sour note, with approximately $1.49 billion exiting the funds during the final week of the month, according to data from SoSoValue.

The selling pressure intensified sharply in the week's final two sessions. Wednesday saw $818 million in net outflows, the largest single-day redemption of 2026, followed by another $510 million leaving the funds on Thursday. The four-day stretch from Tuesday through Friday recorded outflows every session, with a marginal $7 million inflow on Monday.

The week's outflows pushed January's total net redemptions to approximately $1.6 billion, making it the third-largest monthly ETF sell-off in history for bitcoin products, per the data. The figure marks a stark reversal from the optimism that greeted the new year, when bitcoin ETFs pulled in over $1.16 billion in the first two trading days of 2026, with Bloomberg Senior ETF Analyst Eric Balchunas noting at the time that the products were "coming into 2026 like a lion."

The outflows come as Bitocin's price fell below $80,000 on Saturday for the first time since April of last year. BTC is currently trading around $77,800, according to The Block's Bitcoin Price page. The decline in price led BTC to briefly trade below Microstrategy's cost basis of $76,037 per Bitcoin for the first time since Oct. 2023.

ETH, SOL, and XRP show divergent flows

Spot ether ETFs mirrored bitcoin's weakness, recording approximately $353 million in net outflows for January. The final week proved particularly brutal, with Thursday's session alone seeing $253 million exit the funds, led by outflows from BlackRock's industry-leading ETHA and Fidelity's FETH.

Ether also dipped on Saturday, briefly dropping below $2,300. Its price is currently down more than 13% over the past 24 hours, trading at about $2,376, per The Block's Ethereum Price page.

In contrast, newer altcoin ETF products showed resilience. Spot Solana ETFs recorded approximately $105 million in net inflows for January, continuing the momentum that has made Bitwise's BSOL fund the industry leader in SOL ETF assets under management.

XRP ETFs posted modest net inflows of roughly $16 million for the month, though the final week saw a notable $93 million outflow on Wednesday that temporarily disrupted their positive streak. The five XRP funds had previously traded for 36 consecutive days without net outflows following their November launch.

Macro factors weigh on sentiment

The synchronized selling across bitcoin and ether ETFs suggests institutional investors were reducing overall crypto exposure rather than rotating between assets, a shift from earlier in January when ether inflows often offset bitcoin weakness.

The selloff accelerated after former Federal Reserve Governor Kevin Warsh was selected as the next Fed chair, a choice markets have interpreted as bearish for risk assets. Geopolitical flashpoints, including reports of an explosion at Iran's Bandar Abbas port and a brief U.S. government shutdown, added to the risk-off tone.

The ETF landscape continues to expand even amid the outflows. Morgan Stanley filed registration statements with the SEC earlier this month to launch spot Bitcoin and Solana ETFs, signaling that institutional interest in regulated crypto exposure persists despite short-term volatility.

Disclaimer: The Block is an independent media outlet that delivers news, research, and data. As of November 2023, Foresight Ventures is a majority investor of The Block. Foresight Ventures invests in other companies in the crypto space. Crypto exchange Bitget is an anchor LP for Foresight Ventures. The Block continues to operate independently to deliver objective, impactful, and timely information about the crypto industry. Here are our current financial disclosures.

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Bitcoin crashes below $76K Strategy cost basis in $2B liquidation event

Cointelegraph

Bitcoin fell over 7% during weekend trading as a fresh price collapse liquidated $800 million.

Key points:

Bitcoin drops to near its 2025 low as mass liquidations accelerate.
BTC price action fails to hold $80,000 and its key true market mean level.
Strategy’s 700,000 BTC corporate treasury falls into the red versus its aggregate cost basis.

BTC price collapses below $76,000

Data from TradingView showed BTC price losses taking below $80,000 for the first time since April 2025.

Already licking their wounds from a brutal week, Bitcoin traders faced stronger downside as low-liquidity weekend conditions exacerbated volatility.

At the time of writing, traded below $78,000, with the April 2025 bottom near $74,500 now in focus.

“Local Low at $80.5k was annihilated,” Keith Alan, cofounder of trading resource Material Indicators, reacted on X.

Analyst On-Chain College noted that Bitcoin had now lost its true market mean — the aggregate cost basis for the current active BTC supply.

“Bitcoin is now BELOW the True Market Mean ($80.7K) for the first time since October 2023, when the price was at $29K,” he noted.

“Put simply, this is not good for Bitcoin's short to medium term price action.”

Alan supplied various downside levels to note, including the top of Bitcoin’s last bull market from November 2021 at $69,000.

Earlier, Cointelegraph reported on $76,000 as a popular target as Bitcoin failed to catch a bid despite stocks and precious metals beating all-time highs.

Strategy Bitcoin holdings dip negative

Another cost basis level, meanwhile, loomed large for both crypto market participants and beyond.

Strategy, the firm with the largest corporate Bitcoin treasury, faced going into the red on its BTC holdings at $76,037.

The company currently holds in excess of 700,000 BTC, with its stock price at $143, having tumbled nearly 70% from its local highs of $455 in July last year.

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BitMine Immersion faces $6B paper loss as Ether sell-off deepens

Cointelegraph

BitMine Immersion Technologies, a publicly traded cryptocurrency treasury company linked to investor Tom Lee, is carrying significant unrealized losses on its Ether holdings following the latest wave of market liquidations, underscoring the risks facing crypto balance-sheet strategies during sharp downturns.

After acquiring an additional 40,302 Ether (ETH) last week and increasing its total holdings to more than 4.24 million ETH, BitMine’s unrealized losses have grown to over $6 billion, according to data from Dropstab, a platform that tracks digital asset prices and portfolio valuations.

Based on current market prices, BitMine’s Ether holdings are valued at roughly $9.6 billion, down from a peak of about $13.9 billion in October, reflecting the impact of the broader crypto sell-off.

The paper losses mounted as Ether’s price slid toward $2,300 on Saturday, a move that The Kobeissi Letter attributed to fragile liquidity conditions.

“In a market where liquidity has been choppy at best, sustained levels of extreme leverage are resulting in "air pockets" in price,” the market commentator said, adding that “herd-like” positioning amplified the sell-off.

A difficult reset for crypto markets

Despite earlier optimism for the end of 2025, Tom Lee has warned that conditions have shifted, with 2026 likely starting on a “painful” note before any potential rebound later in the year.

In a recent interview, Lee said the crypto market is still feeling the effects of deleveraging, even as longer-term fundamentals remain intact. He pointed to the Oct. 10 market crash, which wiped out roughly $19 billion in value, as a key turning point that reset risk appetite across digital assets.

A recent assessment by market maker Wintermute echoed that view, arguing that a sustained recovery in 2026 will require structural improvements. These include renewed momentum in Bitcoin (BTC) and Ether, broader exchange-traded fund participation, expanded digital asset treasury mandates and a return of retail inflows.

Wintermute said these factors are needed to restore a wider wealth effect across the market. Retail participation, however, remains limited as investors continue to gravitate toward faster-growing themes such as artificial intelligence and quantum computing.

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