Layer-1 blockchain Sui’s native coin, sui , has rallied over 15% on expectations of privacy tech, rivalling gains in Provenance Blockchain’s HASH token. Payments-focused XRP jumped 10% to its highest in nearly two months, while Solana’s sol (SOL) remains locked in a multimonth range despite the recent bounce.
These moves are consistent with the renewed optimism for AI and high-beta tech stocks on Wall Street.
Antonio Di Giacomo, senior market analyst at XS.com, said that increased geopolitical tensions and impending economic data, particularly Friday’s U.S. nonfarm payrolls report, warrant attention.
“Markets remain on alert amid rising geopolitical tensions following the U.S. offensive against Venezuela, a factor that has heightened perceptions of systemic risk and curbed enthusiasm for riskier assets, including cryptocurrencies,” he noted, adding that a weak payrolls figure could influence the Fed’s monetary policy and investor risk appetite.
Other analysts said that continued gains in the crypto market depend on bitcoin ETF inflows, which have begun 2026 on a positive note, accumulating over $1 billion in the first two trading days. These inflows need to continue to keep the market bid.
In traditional markets, futures tied to the Nasdaq 100 and the S&P 500 were little changed, suggesting a cautious open after Monday’s gain. The Nasdaq index has been consolidating in a narrowing price range (see Technical Analysis section). The direction in which it is eventually resolves will likely determine the next move and influence the crypto market accordingly. Stay alert!