Author：Digital Coin God

Gold and silver surged to record highs this week as investors moved toward traditional safe havens amid rising political uncertainty in the United States. At the same time, Bitcoin showed limited momentum, despite brief intraday gains, highlighting a growing divergence between metals and digital assets. Market participants now look toward upcoming U.S. inflation data and regulatory developments for clearer direction across risk markets.

Inflation Data Takes Center Stage for Crypto Markets

The U.S. Bureau of Labor Statistics will release December’s Consumer Price Index (CPI) data on January 13, following delays tied to the government shutdown. Hence, traders expect heightened volatility across equities, bonds, and cryptocurrencies. 

November inflation data showed cooling pressures, with headline CPI at 2.7% and core inflation at 2.6%. Those readings marked the lowest levels since early 2021.

Significantly, a softer CPI outcome would reinforce expectations for additional Federal Reserve rate cuts in 2026. Lower rates typically support risk assets, including digital currencies. 

Consequently, Bitcoin could regain momentum if investors anticipate easier financial conditions. A hotter-than-expected print would likely pressure crypto prices through higher bond yields and a stronger dollar.

Moreover, Producer Price Index (PPI) data later this week could shape inflation expectations further. PPI trends often influence future CPI readings. Hence, both releases may define near-term sentiment for Bitcoin, Ethereum, and alternative tokens.

Bitcoin and Altcoins Show Mixed Signals

At press time, Bitcoin is trading around $91,000, reflecting modest daily gains but weekly weakness. Ethereum declined during the same period, while Solana outperformed with mild weekly advances. Additionally, trading volumes remained elevated, suggesting active positioning ahead of macro announcements.

However, crypto markets have lagged gold and silver, which surged as investors sought protection from political risk. Uncertainty surrounding a criminal probe involving Federal Reserve leadership added to defensive positioning. Consequently, metals benefited from renewed demand as confidence in policy stability weakened.

Unlike gold, Bitcoin has not fully captured safe-haven flows during this episode. Some investors continue to view it as a risk asset sensitive to liquidity conditions. Hence, inflation outcomes remain critical for shifting that perception.

Regulation Adds Another Layer of Uncertainty

Besides inflation data, U.S. lawmakers will focus on digital asset regulation this week. The Senate Banking Committee plans to mark up the CLARITY Act on January 15. The proposal aims to clarify asset classifications and regulatory oversight.

Related: Bitcoin Price Prediction 2026: Strategic Reserve & CLARITY Act Target $150K-$250K