Key Takeaways
- Bitcoin surged more than 6% over the past week, breaking key resistance levels and climbing above $93,000.
- Bitcoin-linked stocks, including miners and treasury holders, rallied sharply, with gains ranging from 10% to over 25%.
- Spot Bitcoin ETFs recorded their strongest inflows since October 2025, signaling renewed institutional demand.
Bitcoin kicked off the new year with fresh momentum, climbing above $94,000 to hit a multi-month high and revive confidence across the market.
The rally didn’t stop at spot prices—Bitcoin’s surge rippled outward, lifting crypto-linked stocks and exchange-traded funds (ETFs) alongside it, and reinforcing BTC’s growing influence across traditional and digital markets alike.
XM.com
Bitunix
Bitget
Bitcoin Fuels Triple Rally
Bitcoin’s early-2026 rebound triggered a synchronized rally across three fronts: the spot market, Bitcoin-exposed equities, and spot Bitcoin ETFs.
By Jan. 6, BTC was trading near $93,370 , up roughly 5% over the prior four to five days.
The move cleared several short-term resistance levels, shifting near-term market sentiment from cautious to bullish.
The rally followed a volatile end to 2025, when Bitcoin briefly fell below $88,000 amid ETF outflows and weak sentiment.
That trend began to reverse around Jan. 2, with steady price gains pulling related assets higher.
Bitcoin-focused stocks such as MicroStrategy, Marathon Digital, and Metaplanet responded quickly.
Companies with direct BTC exposure through treasuries or mining operations posted double-digit gains over just a few sessions, closely tracking Bitcoin’s advance.
At the same time, spot Bitcoin ETFs recorded a sharp turnaround in flows.
After roughly $6 billion in outflows late last year, ETF demand rebounded strongly, marking the most significant inflows since October 2025.
Cumulative inflows since their 2024 launch now stand at approximately $36.2 billion.
In the first week of 2026 alone, spot Bitcoin ETFs attracted about $697 million in net inflows, a notable reversal from the persistent outflows seen throughout the final quarter of 2025.
Bitcoin Stocks Regain Momentum
Bitcoin-linked equities rebounded alongside BTC after hitting quarterly lows toward the end of 2025.
Companies tied to mining operations or holding Bitcoin on their balance sheets led the recovery.
Strategy (MSTR)
MicroStrategy (now Strategy), one of the largest corporate Bitcoin holders, tracked BTC closely.
After ending 2025 at $151.95, the stock rebounded to $164.72 by Jan. 5, posting a weekly gain of about 5.9%.
Coinbase (COIN)
Coinbase, the leading U.S. cryptocurrency exchange, showed a robust price surge over the past week, benefiting from increased trading volumes tied to Bitcoin’s performance.
The stock was trading at $226.14 on Dec. 31 amid broader market softness.
Entering 2026, it surged to $236.53 on Jan. 2 and continued upward to $254.92 by Jan. 5, marking a weekly increase of about 10.06%.
MARA Holdings (MARA)
MARA Holdings (formerly Marathon Digital), a prominent Bitcoin mining company, has exhibited a steady surge in its stock price over the past week, fueled by improving mining economics as Bitcoin’s value has risen.
It ended 2025 at a stock price of $8.98 on Dec. 31. The rebound began sharply with a close of $9.91 on Jan 2, 2026, and climbed to $10.59 by Jan. 5, yielding a weekly gain of roughly 13.50%
Riot Platforms (RIOT)
Riot Platforms, another key player in crypto mining, saw a significant price surge over the past week, capitalizing on the crypto rally.
The stock closed at $12.67 on Dec. 31. It then jumped to $14.16 on Jan. 2, 2026, and advanced to $14.79 by Jan. 5, achieving a weekly rise of approximately 16.46%.
Hut 8 Mining (HUT)
Hut 8 Mining, which focuses on Bitcoin mining and data centers, delivered one of the most impressive surges among its peers over the past week.
Starting at $45.94 on Dec. 31, the stock then soared to $51.27 on Jan. 2, and peaked at $58.25 by Jan. 5, posting a substantial weekly gain of about 25.86%.
Bitfarms (BITF)
Bitfarms, a Bitcoin mining firm with operations in multiple regions, experienced a solid price surge over the past week, mirroring the sector’s momentum.
It closed at $2.35 on Dec. 31, entering 2026. It rose to $2.60 by Jan. 2 and reached a new weekly high of $2.88 by Jan. 5, resulting in a weekly increase of around 21.01%.
Metaplanet – (MTPLF)
Metaplanet, a leading BTC treasury firm in Asia, posted a sharp price surge over the past week, driven by the asset’s rebound and corporate updates.
The stock closed at $2.58 (equivalent to ¥405) on Dec. 31, 2025, before limited trading early in 2026.
On Jan. 5, it jumped 15.56% to close at $2.98 (¥468), on high volume, amid disclosures of its ¥75 billion share buyback program and plans to expand holdings toward 100,000 BTC by the end of 2026.
