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According to BlockBeats, on January 15, U.S. Bitcoin spot ETFs experienced a net inflow of $840 million, as monitored by Farside investors. The breakdown of the inflows is as follows: BlackRock's IBIT saw an increase of $648 million, Fidelity's FBTC gained $125.4 million, Bitwise's BITB received $10.6 million, ARK's ARKB attracted $27 million, Franklin's EZBC added $5.6 million, VanEck's HODL gained $8.3 million, and Grayscale's GBTC saw an inflow of $15.3 million.

According to Binance Market Data, Bitcoin dropped below 96,000 USDT and is now trading at 95,986.1875 USDT, with 0.64% increase in 24 hours.

According to Binance Market Data, Bitcoin (BTC) dropped below 97,000 USDT and is now trading at 96,992.84375 USDT, with 1.71% increase in 24 hours.

On Jan 14, 2026, 15:14 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 97,000 USDT benchmark and is now trading at 97,005.601563 USDT, with a narrowed 4.77% increase in 24 hours.

On Jan 14, 2026, 14:46 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 96,000 USDT benchmark and is now trading at 96,027.96875 USDT, with a narrowed 3.52% increase in 24 hours.

According to Foresight News, Rhode Island has introduced a bill that aims to exempt small Bitcoin transactions from state income and capital gains taxes. The proposed legislation would apply to transactions with an annual volume not exceeding $20,000.

In a AMA livestream on Binance Square, Binance founder and former CEO, CZ, stated it is only a matter of time before Bitcoin reaches $200,000. He stated that although he is not sure when, he is sure that it will happen. 

According to BlockBeats, on January 14, Charles Edwards, founder of the Bitcoin and digital asset quantitative fund Capriole, stated that retail investors are not crucial in the recovery of the crypto market. He compared Bitcoin to gold, noting that gold's market size is more than ten times that of Bitcoin. Edwards emphasized the importance of institutional funds, which are essential for driving Bitcoin's price upward. Edwards argued that for Bitcoin to achieve significant growth, it is necessary to eliminate obvious and major risks to maximize institutional investment willingness. He identified quantum computing as the only and most significant headwind risk currently facing Bitcoin.

According to Binance Market Data, Bitcoin (BTC) crossed the 95,000 USDT benchmark and is now trading at 95,003.796875 USDT, with 3.03% increase in 24 hours.

According to BlockBeats, on January 14, several Bitcoin advocacy organizations, including the Bitcoin Policy Institute, have jointly written to U.S. Congress tax leaders. They are urging the expansion of minimum exemption criteria to include Bitcoin and major network tokens, not just stablecoins. The coalition proposes that stablecoins meeting the GENIUS standard be treated like cash. Additionally, they suggest a market capitalization threshold of $25 billion for eligible network tokens to qualify for exemptions, with a single transaction limit of $600 and an annual cap of $20,000.

Bitcoin’s derivatives market is undergoing a structural shift, with options activity now surpassing futures — a signal that institutional investors are increasingly prioritizing hedging and volatility management over leverage-driven speculation.Key takeawaysBitcoin options open interest has exceeded futures since July 2025Options now total ~$65B in open interest versus ~$60B in futuresBlackRock’s IBIT controls a record 52% of BTC options open interestBullish has surged past Binance, OKX, and CME in options tradingOptions eclipse futures as BTC trades in a tighter rangeWith Bitcoin trading largely between $80,000 and $95,000 since November, derivatives activity has shifted decisively toward options.According to Checkonchain data, aggregate Bitcoin options open interest has climbed to roughly $65 billion, overtaking futures open interest at around $60 billion. Options have now maintained their lead over futures for more than six months, marking a notable change in market structure.This transition reflects a move away from leverage-heavy directional bets toward strategies focused on volatility, downside protection, and portfolio risk management, which are typically favored by institutional investors.Why options matter for market stabilityUnlike futures, options grant the right — but not the obligation — to buy or sell an asset at a fixed price before expiry. This makes them especially useful for hedging and volatility strategies, rather than pure speculation.Historically, futures dominance has been associated with higher leverage and sharper price swings. The growing prominence of options suggests a maturing market that may be more resilient to sudden liquidation cascades.The contrast was evident late last year. When Bitcoin hit a record high near $126,000 in October, options open interest surged to almost $120 billion. As contracts expired toward year-end, options exposure declined naturally, while futures open interest collapsed from roughly $94 billion as leveraged positions were wiped out during Bitcoin’s subsequent 35% drawdown.BlackRock’s IBIT dominates Bitcoin options marketThe Bitcoin options landscape is now increasingly shaped by BlackRock’s iShares Bitcoin Trust.Data shows iShares Bitcoin Trust (IBIT) accounts for approximately $33 billion in options open interest, representing a record 52% share of the entire Bitcoin options market.IBIT options launched in November 2024 and have rapidly become the preferred vehicle for institutional exposure. Reflecting this demand, Nasdaq ISE recently applied to raise IBIT options position limits from 250,000 contracts to 1 million, underscoring the scale of institutional participation.Deribit loses share as Bullish surgesThe rise of ETF-linked options has gradually eroded the dominance of crypto-native venues.Deribit, now owned by Coinbase, currently holds around $26 billion in Bitcoin options open interest — down sharply from $43 billion prior to the year-end expiries. Its market share has slipped below 39%, compared with more than 90% five years ago.Meanwhile, Bullish Exchange has emerged as a fast-growing competitor. The platform has surpassed $3 billion in notional Bitcoin options open interest after only a few months of trading.Bullish has now overtaken Binance, OKX, and CME, trailing only Deribit in Bitcoin options activity.Why it mattersThe shift toward options dominance signals a deeper institutionalization of Bitcoin markets.As ETF-linked options grow and leverage-driven futures trading fades, Bitcoin price action may become less volatile and more range-bound, reflecting structured hedging rather than speculative excess.For long-term investors, the trend suggests Bitcoin is increasingly behaving like a macro asset with institutional risk controls, rather than a purely speculative instrument — a development that could reshape market dynamics in the years ahead.

Corporate Bitcoin treasuries are accumulating BTC at a pace that far exceeds new supply, underscoring a growing structural demand dynamic in the market.Over the past six months, corporate digital asset treasuries (DATs) added a net 260,000 Bitcoin, nearly three times the estimated 82,000 BTC mined over the same period, according to data published by Glassnode.Key takeawaysCorporate Bitcoin treasuries grew by ~260,000 BTC in six monthsTreasury accumulation outpaced mining supply by roughly 3-to-1Strategy now controls about 60% of all corporate BTC holdingsETF demand could further tighten supply if inflows persistCorporate Bitcoin holdings expand sharplyGlassnode data shows that Bitcoin held on corporate balance sheets increased from roughly 854,000 BTC to 1.11 million BTC over the past six months — a 30% expansion in total holdings.At current prices, the additional BTC accumulated is valued at approximately $25 billion, equivalent to around 43,000 BTC per month. Glassnode described the trend as evidence of the “steady expansion of corporate balance-sheet exposure to Bitcoin.”By comparison, Bitcoin miners produce an average of 450 BTC per day, resulting in about 82,000 newly mined coins over the same timeframe. The imbalance highlights a potentially favorable supply-demand setup, particularly if accumulation continues. Strategy dominates corporate Bitcoin ownershipThe vast majority of corporate Bitcoin holdings remain highly concentrated.Strategy, led by Michael Saylor, currently holds 687,410 BTC, representing roughly 60% of all Bitcoin held by public and private company treasuries. At current market prices, those holdings are valued at approximately $65.5 billion.The firm recently resumed aggressive accumulation, disclosing the purchase of 13,627 BTC between January 5 and January 11, its largest acquisition since July.The second-largest corporate holder is MARA Holdings, which holds 53,250 BTC, worth about $5 billion, according to industry tracking data.ETF demand could reinforce the supply squeezeBeyond corporate treasuries, spot Bitcoin exchange-traded funds (ETFs) may further amplify demand pressures.Matt Hougan, chief investment officer at Bitwise, said that Bitcoin’s price could enter a parabolic phase if ETF demand remains sustained.“Since ETFs debuted in January 2024, they’ve been buying more than 100% of the new supply of bitcoin,” Hougan said, noting that prices have not yet accelerated sharply because existing holders have been willing sellers. If that selling pressure fades, he argued, the supply imbalance could become more visible in price action.U.S. spot Bitcoin ETFs recorded nearly $22 billion in net inflows during 2025, with BlackRock’s iShares Bitcoin Trust (IBIT) accounting for the largest share.The start of 2026 has been more mixed, with roughly $1.9 billion in inflows and $1.38 billion in outflows, leaving net inflows just above $500 million so far this year.

Bitcoin’s rally gained momentum this week as spot market demand intensified, pushing prices above $95,000 and reigniting expectations of a move toward the psychologically important $100,000 level. Analysts say the structure of the move — led by direct spot buying rather than leverage — points to a healthier breakout setup.Key takeawaysBitcoin surged past $95,000 as spot buyers took control of market momentumOver $269 million in Bitcoin short positions were liquidated in 24 hoursAnalysts say a spot-driven rally increases the probability of a $100,000 testRetail FOMO could return if BTC sustains strength near six-figure territorySpot buying drives Bitcoin breakout above $95KBitcoin climbed more than 4.5% over the past 24 hours, trading near $95,200 at the time of writing, as buyers accumulated the asset directly on spot markets.“This rally on Bitcoin is being led by spot buying,” said Will Clemente, noting that demand is coming from investors purchasing the underlying asset rather than speculative derivatives.This distinction is significant. Spot-led rallies typically signal genuine capital inflows, whereas leverage-driven moves often fade quickly once momentum stalls.Short liquidations accelerate upside momentumThe price surge caught bearish traders off guard. According to derivatives data, more than $269 million in Bitcoin short positions were liquidated as BTC broke through key resistance levels.Liquidations tend to amplify upside moves by forcing traders to buy back positions at market prices, creating a feedback loop that accelerates price appreciation — particularly when spot demand remains strong.Bitcoin has struggled to reclaim the $100,000 level since falling below it in mid-November, making the current structure closely watched by traders.Analysts see clear path toward $100,000Market commentators say Bitcoin’s technical and flow-based signals now favor further upside.MN Trading Capital founder Michaël van de Poppe said the setup points to a continuation higher, arguing that dips are likely to attract buyers rather than sellers.Prediction markets also reflect rising optimism. Data from Polymarket shows traders assigning roughly a 50% probability that Bitcoin retests $100,000 by early February, with smaller odds placed on a move beyond $105,000.Historically, January has delivered modest average returns for Bitcoin, while February has tended to be stronger — a seasonal pattern some traders believe could reinforce bullish expectations.Retail sentiment remains subdued — for nowDespite the rally, broader crypto sentiment has yet to flip decisively bullish. The Crypto Fear & Greed Index continues to hover in fear territory following the October liquidation shock that wiped out billions in leveraged positions.Analytics platform Santiment warned that a sustained push toward $100,000 could quickly shift market psychology.“If Bitcoin starts teasing $100K again, retail FOMO is likely to creep back into the market,” Santiment said, noting that sentiment has remained depressed for more than two months.Why spot flows matter for the next legAnalysts emphasize that the current rally’s spot-led nature reduces the risk of an abrupt reversal. Unlike futures-driven rallies, spot accumulation reflects longer-term positioning and limits the impact of forced deleveraging.If Bitcoin can hold above the $94,500–$95,000 zone — now viewed as key support — traders say the probability of a renewed attempt at $100,000 increases materially.For now, the focus remains on whether spot demand continues to absorb supply without excessive leverage rebuilding beneath the surface.

According to ChainCatcher, since mid-2025, Bitcoin has begun to decouple from the growth of the global M2 money supply, which includes cash, demand deposits, and time deposits. This trend became more pronounced at the beginning of 2026. Historically, the correlation between Bitcoin and M2 has been a basis for bullish predictions, but analysts are now deeply divided on this phenomenon.A report from Fidelity Digital Assets in January maintained an optimistic outlook, suggesting that as the global monetary easing cycle begins and the Federal Reserve's quantitative tightening plan ends, the M2 growth rate will continue to rise in 2026, benefiting Bitcoin's price. Analyst MartyParty predicts that Bitcoin's price will rebound to catch up with M2 growth.However, Mister Crypto points out that Bitcoin's decoupling from M2 often signals a market peak, followed by a 2-4 year bear market. The founder of Capriole Investments believes the decoupling reflects the risk of quantum computing breaking Bitcoin's encryption. Despite the uncertainty, investors still view Bitcoin as a long-term store of value.

Bitcoin climbed to a two-month high of $96,240 on Tuesday, breaking decisively above a long-watched resistance zone and triggering more than $500 million in liquidations, as traders rushed to cover bearish positions and capital rotated aggressively into altcoins.The breakout marked bitcoin’s first sustained move above $94,500 since November, a level that had capped upside on three prior attempts — Dec. 3, Dec. 10, and Jan. 5 — making the move technically significant for short-term market structure.Bitcoin breaks $94,500 as derivatives unwindAccording to derivatives data, over $500 million in futures positions were liquidated within four hours of the breakout, signaling a classic short-covering squeeze rather than a leverage-driven long buildup.Bitcoin futures open interest fell to $30.6 billion, down from $31.5 billion earlier in the dayThe decline in open interest alongside rising price suggests shorts were forced out, while spot demand absorbed selling pressureAnalysts say this dynamic is often healthier than leverage-led rallies, as it reflects real positioning resets rather than speculative excess.Altcoins outperform as risk appetite returnsAltcoins led the rally, confirming a broader risk-on rotation across crypto markets.Privacy coin Dash (DASH) surged to its highest level since 2021 on heavy volume, appearing to front-run the broader breakout and signaling renewed speculative appetite.Other notable movers over 24 hours included:Optimism (OP): +18.5%Celestia (TIA): +14%Pudgy Penguins (PENGU): +14%As altcoins outpaced bitcoin, BTC dominance slipped to 58.6%, down from 59.3% on Dec. 24, reflecting capital rotation away from large-caps and into higher-beta tokens.CoinDesk 80 Index (CD80): +8% YTDCoinDesk 20 Index (CD20): +6.35% YTDWhy crypto is rallying nowThe move comes despite a lack of obvious near-term bullish catalysts, suggesting the rally is driven more by positioning, sentiment, and market structure than fresh macro news.Several factors appear to be converging:The October $19 billion liquidation cascade left bitcoin and many altcoins deeply oversoldProlonged risk aversion pushed traders into gold, silver, and AI equities, draining crypto liquidityThe Crypto Fear & Greed Index repeatedly dipped into “extreme fear”, historically associated with local bottomsAs sentiment stabilized, even modest spot demand was enough to push prices higher and force short liquidations.Key levels to watchFrom a technical perspective, analysts say the next phase hinges on whether bitcoin can hold $94,500 as support.Above $94,500: Path opens toward $99,000, a major supply zone that previously acted as support between June and NovemberBelow $94,500: Risk of consolidation or pullback into the $85,000–$94,500 rangeIn the near term, traders expect a retest of $94,500 to determine whether the breakout converts into a sustained trend or fades into another range-bound phase.Bottom lineBitcoin’s move above $96,000 marks its strongest upside break of 2026 so far, driven by short covering, improving sentiment, and renewed appetite for risk. Altcoins have taken the lead, suggesting traders are no longer positioned defensively.Whether the rally extends toward $99,000 — or stalls on a failed retest — will depend on follow-through in spot demand and the market’s ability to hold newly reclaimed technical levels.

According to Odaily, Bitcoin treasury company Strive announced on the X platform that it purchased 123 BTC at an average price of approximately $91,561 between January 1, 2026, and January 12, 2026. As of January 12, 2026, Strive holds a total of about 7,749.8 BTC, with a total portfolio value of approximately $874 million and an average acquisition cost of around $112,810.

Bitcoin could enter a parabolic price phase if exchange-traded fund (ETF) demand remains strong over the long term, according to Matt Hougan, chief investment officer at Bitwise.In a post on X, Hougan argued that Bitcoin’s current market structure closely resembles gold’s recent multi-year setup, where persistent structural demand quietly absorbed supply before prices accelerated sharply.Gold as the blueprint for Bitcoin’s next phaseHougan pointed to gold’s price behavior between 2022 and 2025 as a reference case.Following the U.S. seizure of Russian sovereign debt deposits in 2022, central banks globally doubled their annual gold purchases — from roughly 500 tons to about 1,000 tons per year — and maintained that pace consistently.Despite this major shift in demand, gold prices did not immediately surge:2022: +2%2023: +13%2024: +27%It was only in 2025 that gold entered a parabolic move, rising roughly 65%, once selling pressure from existing holders was largely exhausted.“The key was not the demand itself, but the moment when willing sellers ran out,” Hougan noted, describing how prices accelerated only after supply from long-term holders dried up.Bitcoin ETFs are absorbing more supply than miners produceHougan argued that Bitcoin is now in a structurally similar position.Since the launch of U.S. spot Bitcoin ETFs in January 2024, ETF demand has consistently exceeded new Bitcoin issuance, with cumulative purchases absorbing more than 100% of newly mined supply.Yet despite this imbalance, Bitcoin prices have not entered a parabolic phase — largely because existing holders have continued to sell into strength, meeting ETF demand and keeping prices relatively contained.Why parabolic growth may still be aheadAccording to Hougan, this dynamic may not persist indefinitely.If ETF inflows remain durable:Existing holder supply will gradually be absorbedAvailable spot liquidity will tightenIncremental demand will begin to move price more aggressivelyAt that point, Bitcoin could transition from gradual, structurally supported appreciation into a steeper price acceleration, similar to gold’s delayed reaction to sustained central-bank demand.Long-term framing, not a short-term callHougan emphasized that this is not a near-term price prediction, but a long-term supply-demand thesis. Parabolic moves, in his view, occur only after markets spend extended periods digesting structural demand.“Bitcoin and gold are both governed by supply constraints,” Hougan wrote, adding that ETF-driven demand changes the market slowly — until it doesn’t.Bottom lineBitcoin’s ETF era may still be in its absorption phase, where demand is strong but prices remain capped by willing sellers. If that supply is eventually exhausted and ETF inflows persist, Hougan believes Bitcoin could enter a new, accelerated growth regime, similar to gold’s breakout in 2025.For now, the key variable is not sentimen

According to Binance Market Data, Bitcoin (BTC) crossed the 96,000 USDT benchmark and is now trading at 96,030.21875 USDT, with 5.23% increase in 24 hours.