Day of 2026-01-13: The Fire Sale and the Korean Pivot

Day 13 marks a high-volatility window where macro-economic shifts and localized liquidity events have converged. While the early-year volume is traditionally "thin," a professional strategy thrives on these low-liquidity gaps—using them to snipe "mispriced" assets that the broader market has temporarily overlooked.

Portfolio comparison

The following table tracks the rapid shifts of the holdings over the last 24 hours. The focus here is on Unit Accumulation versus HIVE-Denominated Valuation.

Asset	Quantity (12.01)	Quantity (13.01)	Change	Valuation (HIVE - 13.01)
$SURGE	79.656	92.767	+13.111	911.484
$TTSLA	55.302	55.302	--	1621.684
$TNVDA	71.906	72.973	+1.067	1115.697
$TGLD	20.980	20.303	-0.677	548.451
$MATIC	42.229	42.229	--	837.232
$BBH	183,771	183,540	-231	199.271
$BBHO	38,969	39,681	+712	167.404
$LTC	-1.384	-1.384	--	3309.898

Strategic Note: Despite the total valuation of $SURGE position dropping in HIVE terms (down from 983 to 911), your unit count increased by over 13%. A Hallmark of a "Buy the Dip" maneuver in a thin market.

The $SURGE Fire Sale: Presale Parity

TOday I witnessed a rare event: $SURGE hitting its pre-sale floor of 4 $HIVE.

• The Opportunity: Based on your current valuation of 911.48 HIVE for 92.767 tokens, the "market price" is still sitting around 9.82 $HIVE.

• The Win: I've managed to snag some of my 13-unit increase close the 5 $HIVE mark. While the "paper value" of the total stack looks lower today because of the crash, but cost basis has been significantly improved.

  In a low-volume environment, these "fat-finger" or "urgent exit" sell-offs are exactly where long-term recovery is built.

Crypto Trading Activity Report – Top Tokens by Volume (Today)

TGLD led decisively, capturing 31.83% of total volume. This makes it the primary liquidity driver today and the most likely source of near-term volatility. DAB (25.97%) and SURGE (24.35%) followed closely, forming a tight second tier. The relatively even split between DAB and SURGE points to active rotation or parallel narratives rather than a single dominant trade.

There is a clear drop-off after the top three. TTSLA ranked fourth with 10.16%, which is notable but still less than half the volume of SURGE. The remaining six tokens together represented just 7.7% of total volume, indicating limited speculative interest or positioning outside the leaders

Macro Catalyst: The South Korean "Unban"

The news of South Korea ending its long-standing prohibition on corporate crypto investment (as part of the FSC's 2026 Economic Growth Strategy) is a massive structural tailwind.

Why this matters for your portfolio: > 1. Institutional Liquidity: Allowing listed companies to allocate up to 5% of their equity into top-20 assets will create a massive bid-wall for the macro caps ($BTC, $MATIC). 2. The Kimchi Premium: Historically, Korean retail is some of the most aggressive in the world. With corporate barriers removed, we may see the return of the "Kimchi Premium," where assets trade higher on Korean exchanges, lifting global sentiment and volume. 3. Volume Recovery: This directly addresses your concern about slow early-year volume. Institutional onboarding usually begins in late Q1; this news is the "floodgate" catalyst.

$HIVE Stability: 10.5 Cent Baseline

$HIVE continuing to stay afloat above 10.5 cents is the best signal we could ask for while the "alt-layer" (like $SURGE) experiences fire sales. As long as the base layer ($HIVE) maintains this level, your denominated value is protected.

The fact that $HIVE isn't crumbling while individual tokens are being "dumped" suggests that the sell-offs are asset-specific (liquidity-driven) rather than a systemic rejection of the Hive ecosystem.