Bitcoin

Focuses on news, price analysis, technological evolution, and market trends within the Bitcoin ecosystem. It explores its role and influence in the global financial system.

Bitcoin Will Hit All-Time High in 2026 if It Clears These Three Hurdles — Bitwise CIO

Bitcoin could reach a new all-time high in 2026 if it overcomes three key hurdles, according to Bitwise CIO Matt Hougan. The first is avoiding major market blow-ups, like the $19 billion liquidation event in October 2025, which had previously created uncertainty. The second is U.S. regulatory progress, particularly the passage of the CLARITY Act, which faces challenges around DeFi and stablecoin regulations. The third is stability in equity markets, as a sharp downturn could negatively impact risk assets like crypto. Hougan remains optimistic, noting that one hurdle has already been cleared and that stablecoin and tokenization markets have significant growth potential.

ccn.com01/09 10:33

Bitcoin Will Hit All-Time High in 2026 if It Clears These Three Hurdles — Bitwise CIO

ccn.com01/09 10:33

Matrixport Research: Trading Environment Persists, But a New Uptrend Cycle Still Awaits

Matrixport Research: Trading Environment Persists, But a New Uptrend Cycle Still Requires Patience Entering 2026, Bitcoin's market dynamics differ from typical early-cycle rebounds. While recent technical indicators show signs of recovery, suggesting a tactically more positive stance, structural signals for a sustained bull market remain insufficient. Historical patterns indicate that once the price falls below the one-year moving average, it often enters a more challenging phase. Coupled with weakening capital inflows, this cycle is more probable to transition into a market environment demanding selective opportunities and strict trading discipline. On-chain data reveals that long-term holders continue to distribute their holdings in an orderly manner. Following the launch of Bitcoin spot ETFs in early 2024, "super whales" initially increased purchases during the subsequent pullback but shifted to a net selling pattern since October 2024. This group has sold approximately $61 billion worth of Bitcoin cumulatively since then, maintaining net sales over the past 30 days. This selling pressure has been largely absorbed by mid-sized whales, resulting in price action characterized by back-and-forth consolidation within a high range rather than a typical parabolic top or panic selling. A core constraint of this cycle is the lack of incremental capital. The 30-day net change in Bitcoin's Realized Cap has been declining since its peak in late 2024. Despite multiple price rebounds in 2025, the underlying fund flows had already weakened. This divergence explains the previous unsustainable rallies and indicates that the current rebound is built on a fragile foundation of capital. Furthermore, growth in new addresses has slowed, indicating a lack of new, large-scale investor participation. The price is currently near the True Market Mean Price (TMMP), suggesting limited willingness for new buyers to chase the price higher. Historically, sustained upward movements require the price to break significantly above the TMMP, confirmed by synchronized capital inflows. Without this, the price is more likely to oscillate near the TMMP. In conclusion, while the technical repair allows for a tactically positive outlook, this uptick should be viewed as a tactical rebound rather than the start of a new structural bull cycle. Bitcoin still faces core constraints like insufficient capital inflows and ongoing selling by super whales, which will likely cap upside potential. The market is expected to offer periodic, trade-specific opportunities rather than a smooth trending market. In this environment, risk management and discipline should take precedence over long-only buy-and-hold strategies.

marsbit01/09 09:53

Matrixport Research: Trading Environment Persists, But a New Uptrend Cycle Still Awaits

marsbit01/09 09:53

Bitcoin Price Stagnates Around $91K. What Are Investors Waiting For?

Bitcoin's price has remained stagnant near $91,000, with minimal movement over the past 24 hours. Ethereum is trading around $3,100, and the total cryptocurrency market capitalization stands at $3.11 trillion. Most major assets saw price changes of up to 4%, with exceptions like Polygon (POL) and JasmyCoin (JASMY) posting gains of 15% and 8%, respectively. This period of calm is attributed to market anticipation of a U.S. Supreme Court decision regarding former President Donald Trump's tariff policies, expected on January 10. A ruling against him could increase fiscal uncertainty. The crypto fear and greed index has been in the "fear" zone since mid-December, currently at 27 out of 100, indicating a tendency toward panic selling. Furthermore, U.S. spot Bitcoin ETFs recorded a net outflow of nearly $400 million on January 8, marking the third consecutive session of outflows. Ethereum ETFs also saw a second straight day of outflows, totaling $160 million.

RBK-crypto01/09 08:26

Bitcoin Price Stagnates Around $91K. What Are Investors Waiting For?

RBK-crypto01/09 08:26

Glassnode's New Year Report: $95,000 Call Option Premiums Signal Bulls Shifting to Aggressive Offense

Bitcoin enters 2026 with a clearer market structure following a significant year-end correction. Profit-taking pressure has eased, and risk appetite is gradually recovering. However, sustaining an upward trend requires reclaiming key cost basis levels. On-chain data shows reduced selling pressure, but substantial resistance remains from investors who bought near previous highs, particularly in the $92.1k–$117.4k range. A crucial signal for trend reversal would be the price sustaining above the Short-Term Holder cost basis of ~$99.1k. Corporate treasury demand for Bitcoin but remains sporadic and price-sensitive, acting as a stabilizer rather than a sustained driver. U.S. spot Bitcoin ETFs have resumed net inflows, and futures open interest is rebounding, indicating returning institutional participation. The options market underwent a major reset with over 45% of open interest expiring at year-end, removing structural hedging constraints. Implied volatility likely bottomed, and skewness is normalizing as demand shifts from puts to calls. Market makers are now net short in the $95k–$104k range, meaning their hedging could amplify upward moves. Premium activity around the $95k call strike shows holders are patient, not quick to take profits. Overall, the market is transitioning from defensive deleveraging to selective risk accumulation, entering 2026 with improved structure and resilience.

marsbit01/09 06:40

Glassnode's New Year Report: $95,000 Call Option Premiums Signal Bulls Shifting to Aggressive Offense

marsbit01/09 06:40

Bitcoin Holds Near $91K as Markets Await US Payrolls, Tariff Ruling

Bitcoin is trading near $91,000 as markets await key U.S. economic events, including the nonfarm payrolls report and a Supreme Court ruling on tariffs. Asian markets showed mixed movements, with gains in Shanghai, Shenzhen, and Hong Kong, while China A50 declined. Analysts suggest Bitcoin is consolidating with a slight upward bias, likely ranging between $88,000 and $95,000 for the month. Globally, equities were mixed, Treasury futures rose, and the dollar held gains. Oil advanced amid geopolitical tensions, while precious metals were stable. Fitch upgraded the U.S. growth outlook for 2025.

TheNewsCrypto01/09 06:14

Bitcoin Holds Near $91K as Markets Await US Payrolls, Tariff Ruling

TheNewsCrypto01/09 06:14

Bitcoin Retail Investors Still Absent As Demand Remains Negative – BTC Moves Without the Crowd

Bitcoin is struggling to sustain momentum above $90,000 after failing to break the key $94,000 resistance, remaining stuck in a consolidation pattern since late November. Market sentiment is fragile, with weak directional conviction and compressed volatility. Crucially, on-chain data reveals that retail investor demand remains deeply negative, indicating this group is still absent from the market. Historically, strong BTC advances are fueled by rising retail participation, which provides fresh demand and reinforces bullish momentum. Without their return, the current price support appears vulnerable, and rallies are likely to remain fragile and range-bound, relying solely on larger players to absorb selling pressure.

bitcoinist01/09 03:07

Bitcoin Retail Investors Still Absent As Demand Remains Negative – BTC Moves Without the Crowd

bitcoinist01/09 03:07

Can Bitcoin price hold $90K after $729M in BTC ETF outflows?

Bitcoin's price retreated from $94.7K to $90K, shifting market sentiment to "fear" amid $729 million in ETF outflows on January 6th and 7th. The decline mirrored a correction in Asian stocks, with BTC barely holding the $90K support. Technically, holding the 50-day Moving Average ($89.2K) could trigger a rebound toward $94K–$96K, while a break may lead to a drop to $84K–$80K. On-chain data indicates reduced selling pressure, with realized profits dropping significantly from Q4 2025. A sustained recovery depends on reclaiming the short-term holder cost basis of $99.1K; failure could lead to panic selling and extended bearish conditions. The current consolidation above $80K remains constructive for a potential 2026 rebound.

ambcrypto01/08 23:02

Can Bitcoin price hold $90K after $729M in BTC ETF outflows?

ambcrypto01/08 23:02

Here’s Why Bitcoin’s Next Major Rally Matters For Short-Term BTC Holders’ Sentiment

Despite a recent pullback, Bitcoin is holding above $91,000 as the market enters a volatile phase. Short-term holders remain at a loss, but a decisive break above the $99,000 level—the short-term holder realized price—could significantly shift their sentiment. According to on-chain analytics, the Net Unrealized Profit/Loss (NUPL) for short-term holders is approaching the break-even point. Historically, this zone acts as resistance, and breaking above it may trigger renewed conviction or capitulation. However, current on-chain demand remains weak, and low trading volume suggests a lack of strong investor interest. Sustained movement toward $100,000 will require a significant recovery in demand and trading activity.

bitcoinist01/08 22:31

Here’s Why Bitcoin’s Next Major Rally Matters For Short-Term BTC Holders’ Sentiment

bitcoinist01/08 22:31

23,000 Bitcoin In Limbo As China Detains Scam Boss Chen Zhi

Cambodia has extradited Chen Zhi, an alleged kingpin of a major "pig-butchering" scam network, to China. This raises a significant question for the market and law enforcement regarding the fate of the Bitcoin still linked to him. According to Alex Thorn of Galaxy Digital, over 23,000 BTC (valued at more than $2 billion) associated with Chen remain in limbo. This is separate from the 127,000 BTC previously seized by US authorities. Thorn notes that none of the 23,191 BTC has moved since Chen's arrest. A jurisdictional dilemma now exists, as the US holds an indictment for Chen, but China is now holding him, making it unclear which government, if any, will be able to seize the remaining Bitcoin.

bitcoinist01/08 18:06

23,000 Bitcoin In Limbo As China Detains Scam Boss Chen Zhi

bitcoinist01/08 18:06

Why crypto Bitcoin feels harder to break despite fading capital inflows

Despite fading capital inflows, Bitcoin is becoming more resilient to sharp crashes due to changing market dynamics. According to CryptoQuant CEO Ki Young Ju, long-term institutional holders have disrupted the traditional whale-versus-retail cycle, making sudden 50% price drops less likely. While capital flows have slowed, the amount of capital locked into Bitcoin continues to show a steady uptrend even with mild price changes. The supply is increasingly concentrated among large holders. In 2025 alone, the 21 largest Bitcoin entities—including MicroStrategy, the U.S. government, miners, and funds—added roughly $40 billion worth of BTC. Their combined holdings now represent over 13% of total supply, creating scarcity and supporting prices during downturns. However, older coins (dormant for 6 months to over a year) have recently moved to exchanges, contributing to price pullbacks. This selling pressure adds friction to the market, causing Bitcoin to stall rather than crash. The result is a more patient, stability-oriented market where dramatic price flushes are increasingly rare.

ambcrypto01/08 18:02

Why crypto Bitcoin feels harder to break despite fading capital inflows