Bitcoin Approaching USD 100,000: Definitive Breakout or Strategic Market Pause?
Bitcoin returns to the center of the global financial debate as it approaches USD 100,000, extending its bullish momentum in the early stages of 2026. While some market participants warn this move could be a natural continuation of the previous cycle leading up to the halving, which historically has paved the way for a bearish phase, other analysts argue the ecosystem has changed structurally. The emergence of Bitcoin ETFs and institutional adoption have altered classic patterns, introducing more stable capital flows and a long-term investment narrative that could challenge the rigidity of the four-year cycles.
The Corporate Black Hole of Bitcoin: 40,000 BTC Disappear Monthly from the Supply
is going through one of the most aggressive corporate accumulation phases in its recent history. On average, around 43,000 BTC per month are being withdrawn from the liquid supply and absorbed by public and private corporate treasuries, forming what many analysts are already calling a genuine "corporate black hole." Between July 2025 and January 2026, these reserves grew from 854,000 BTC to over 1,110,000 BTC, a clear signal that, regardless of market volatility, corporations are consolidating bitcoin as a long-term strategic asset. Leading this trend is Strategy, with 687,410 BTC, reinforcing its position even during price declines toward the $80,000 range.
Bitcoin a las Puertas de los Seis Dígitos: Wall Street Impulsa el Camino a los USD 100.000
$BTC vuelve a colocarse en el centro de atención del mercado global al acercarse con firmeza a la marca psicológica de los USD 100.000, respaldado por una ola de capital institucional proveniente de Wall Street. Solo el 14 de enero, los ETF de bitcoin al contado en Estados Unidos registraron entradas por USD 843 millones, el mayor flujo desde octubre de 2025. Este fuerte apetito institucional ha impulsado una recuperación notable del precio, que pasó de los USD 90.000 a los USD 96.830 en pocos días, reflejando un avance del 7,59%. Dado que estos ETF requieren la compra directa de BTC como respaldo, la creciente demanda está ejerciendo una presión alcista inmediata sobre el mercado spot, reduciendo la oferta disponible en los exchanges.
A este escenario se suma un factor clave del lado de la oferta: la desaceleración en las ventas de los antiguos tenedores de bitcoin. Las monedas que habían permanecido inactivas por más de cinco años muestran una caída significativa en su movimiento, pasando de un promedio de 2.300 BTC a cerca de 1.000 BTC en 90 días. Esta menor disposición a vender, combinada con una demanda institucional sostenida, estrecha aún más la liquidez del mercado. Si esta dinámica se mantiene, bitcoin podría enfrentar menos resistencia en el corto plazo y fortalecer su avance hacia los seis dígitos, consolidando un entorno donde la confianza institucional y la escasez juegan a favor del activo digital líder.
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Tokenized gold surpasses XRP and redefines investment strategy in Latin America
The
returned to prove once again why it remains a cornerstone of value preservation, even in the digital era. Recent data from Bitget reveals that tokenized gold (XAU) has become one of the most traded assets in Latin America, surpassing XRP in volume on its platform. Within just seven days of launching its TradFi suite, which enables trading traditional assets in digital format, gold accounted for 57% of the trading volume in the region, with strong adoption in key markets such as Argentina and Brazil. Today, XAU ranks just behind bitcoin (BTC), ether (ETH), and solana (SOL), solidifying its position as the fourth most traded asset in the region.
2025: The Year That Redefined Security in the Crypto Ecosystem
2025 ended as one of the toughest years for the cryptocurrency industry. Theft, hacking, and fraud reached historic levels, with losses exceeding USD 4 billion according to on-chain analysis, while other reports extend the impact of crypto crime to unprecedented figures. Centralized exchanges, major organizations, and high-value platforms became the primary targets, marking a clear shift in attackers' strategies. It's no longer just about technical vulnerabilities: social engineering, private key compromises, and supply chain attacks played a decisive role, exposing new risk surfaces for traders and investors.
Bitcoin and Gold Unite in London: BOLD, the ETP Connecting Tradition and Digital Revolution
The London Stock Exchange marks a milestone with the launch of BOLD, a listed product (ETP) that combines exposure to bitcoin (BTC) and gold, two assets representing distinct but complementary visions of value preservation. Managed by 21Shares, BOLD arrives following recent regulatory changes driven by the Financial Conduct Authority (FCA), which have opened the door to digital asset-backed products for retail investors in the UK, one of the world's most influential capital markets.
XRP defies the red tide and captures institutional capital attention
In a week marked by strong capital outflows in the cryptocurrency market,
it managed to stand out as one of the few exceptions. Investment funds based on this asset, issued by Ripple, recorded net inflows of $45.8 million, while the rest of the market faced an adverse landscape. Instruments such as the Bitwise XRP ETF, the Franklin XRP ETF, and the Grayscale XRP Trust ETF led institutional interest, reflecting selective confidence in XRP even in a context of high macroeconomic uncertainty.
Bitcoin under pressure: technical and on-chain signals anticipate a more cautious market
returned to below USD 90,000, raising alarms among traders and investors. According to Glassnode, the price momentum has weakened, and the market is experiencing a phase of greater fragility. Indicators such as the 14-day RSI, currently near 47, reflect a loss of bullish momentum and an increase in selling pressure. Additionally, there is a deterioration of the spot CVD and a compression of volume, signals that point to lower liquidity and conviction, raising the probability of a sideways consolidation phase or an additional correction before a new bullish leg.
When Wall Street Looks at Bitcoin: Nasdaq Bets on Nearly 24/7 Trading
the historic US exchange that hosts key companies in the crypto ecosystem like Coinbase and Strategy is taking a decisive step towards the future of financial markets. Inspired by Bitcoin's uninterrupted operating model, the exchange submitted a proposal to the SEC to extend its trading hours from 16 to nearly 23 hours a day, five days a week. The new scheme would allow trading from Sunday night to Friday night, integrating extended daytime sessions and night trading to meet a growing demand for continuous access, especially from international investors, particularly from Asia.
The “cup of destruction”: is it the prelude to a major rally in altcoins?
The altcoin market could be entering a decisive phase. According to analyst Merlijn The Trader, the total market capitalization of altcoins excluding
and is setting up a classic cup and handle technical pattern on a five-year timeframe. The “cup” extends from the previous cycle highs, near $1.15 trillion, to the bear market low at the end of 2022, when it fell to around $295 billion. Since then, the market has recovered key levels in 2025, validating relevant technical zones and showing signs of a gradual return of buyer momentum.
XRP solidifies its presence on Wall Street: 20 days of institutional confidence
begins to write a relevant chapter in the traditional financial market. The spot ETFs based on this cryptocurrency, issued by Ripple Labs, have recorded 20 consecutive days of positive net flows since their staggered launch in November, reflecting sustained interest from institutional investors. Currently, these products manage more than $1.118 billion in assets, equivalent to about 0.98% of the total market capitalization of XRP, which is around $120 billion. In the United States, five XRP ETFs are already trading, issued by top-tier managers such as Grayscale, Bitwise, Franklin Templeton, Canary Capital, and 21Shares, consolidating XRP as an increasingly integrated asset in the regulated financial ecosystem.
Bitcoin and the market's silent alert: when liquidity weakens
Although the price of Bitcoin (BTC) remains without significant recent variations, the on-chain data reveals a signal that does not go unnoticed by analysts. The Inter-Exchange Flow Pulse (IFP) has entered the red zone, indicating a slowdown in circulation of
between exchanges. Historically, these zones have coincided with correction phases or bear markets, even when the price does not yet reflect sharp movements. For Xwin Finance, this behavior represents the activation of an underlying structural risk rather than an immediate sell signal.
Bhutan Makes a Bold Move in Web3: TER, the Gold Token on the Solana Network
The crypto ecosystem received news today that opens a new chapter in the tokenization of real assets: Bhutan launched TER, a cryptocurrency backed by physical gold and built on Solana, one of the fastest and most efficient networks in the market. The project originates from Gelephu Mindfulness City, the special region of the Asian kingdom that seeks to position itself as a global innovation hub. TER combines the best of both worlds: the solidity of gold and the agility of blockchain technology, incorporating functions such as secure digital custody, real-time property verification, and frictionless international transfers.
Satoshi on Wall Street: A New Symbol of the Financial Future
The New York Stock Exchange #NYSE surprised the world by installing a statue dedicated to Satoshi Nakamoto, the enigmatic creator of $BTC marking a historic moment that merges traditional financial institutions with the crypto revolution. In collaboration with Twenty One Capital, the piece reflects how ideas that were once considered 'emerging' are now fully integrated into the global market narrative. This sculpture, visible from all angles except the front, symbolizes the mystery behind Satoshi and is much more than art: it is a direct message to traders, investors, and the financial ecosystem about the inevitable evolution towards a digital, transparent, and decentralized monetary system.
"Strategy vs. MSCI: The Battle That Could Redefine the Future of Corporate Bitcoin"
Tension in traditional markets and the crypto ecosystem is rising again.
The largest corporate holder of Bitcoin raised its voice against MSCI's proposal to exclude companies with more than 50% of their assets in BTC. In a firm and direct letter, Michael Saylor's company described the initiative as 'arbitrary', 'discriminatory', and contrary to the principle of neutrality that stock indices should maintain. With JP Morgan estimates suggesting up to USD 8.800 million in potential capital outflows if other providers replicate the measure, traders and investors are closely watching a possible decision that would not only impact the Strategy shares already in decline this year but could also send an unexpected signal to the entire corporate Bitcoin industry.
The Awakening of Silk Road Wallets: Hidden Signal for the Market?
The crypto ecosystem has raised alarms again after more than 300 wallets linked to Silk Road, inactive for over a decade, moved USD 3 million in bitcoin to an unknown address. This unexpected movement of 33.74
revives interest in one of the most enigmatic chapters in Bitcoin history, especially considering that the old marketplace still holds more than USD 41 million in BTC in dormant wallets. For traders and investors, these movements represent more than a curious fact: they are signals that can anticipate changes in market supply dynamics.
!U.S. Opens the Door for Banks to Operate with Bitcoin!
The Office of the Comptroller of the Currency (OCC) has made a historic mark by allowing U.S. banks to act as intermediaries in transactions with
and other cryptocurrencies. This decision, outlined in Interpretative Letter 1188, authorizes financial institutions to buy and sell cryptocurrencies on behalf of their clients without keeping them on their balance sheets, reducing risks and eliminating the need for additional oversight. With this shift, traditional banking is more closely integrated with the digital economy, offering traders and investors new opportunities to access the crypto market with the security provided by official regulation.
ETH, SOL, and Utility Tokens: The SEC Opens the Door to Crypto Innovation in the U.S.
The United States Securities and Exchange Commission
has marked a before and after in the crypto world. Paul Atkins, chairman of the SEC, confirmed that Initial Coin Offerings (ICO) from networks like Ethereum and Solana
as well as non-fungible tokens (NFT) and utility tokens, are no longer considered securities. With this reclassification, these assets are no longer under the strict supervision of the SEC and move to a more flexible regulatory framework, supervised by the Commodity Futures Trading Commission (CFTC), fostering an environment conducive to innovation and experimentation in the U.S.
Bitcoin at a Critical Point: The Mining Crisis Could Be Marking a Hidden Opportunity
The worst mining crisis in history of
is hitting hard: hashprice revenues have fallen to historic lows and miners' margins have been drastically compressed. Despite a slight recent rebound, the price pressure that dropped from 127,000 USD to the 80,000 USD range continues to limit profitability. However, while the mining sector faces this challenging scenario, a key indicator is revealing a completely different reading of the market. This is the “Yardstick” of Capriole, a metric that contrasts market capitalization with the annual value of new BTC issuance. According to analyst “Crypto Kakarot”, this indicator suggests that bitcoin is more undervalued today than even during the bear market of 2022, hinting that the current price could be below the real value generated by the network.
USDT Accelerates its Expansion: License in Abu Dhabi Boosts its Multichain Presence
The recent approval of
as an Accepted Fiat-Referenced Token (AFRT) in nine new networks within the Abu Dhabi Global Market (ADGM) marks a key milestone for Tether and the global crypto ecosystem. This regulatory recognition strengthens the confidence of traders and investors, allowing the world's most used stablecoin to operate under strict standards in a top-tier financial center. For users, this means greater interoperability, security, and ease of settling transactions across multiple chains, including Aptos, Cosmos, Near, Polkadot, Tezos, Ton, and Tron.