The latest Bitcoin move lacks retail participation, with small buyers' demand still negative, suggesting the rebound is driven by large players and remains fragile.
The heatmap of long-term supply distribution shows a dense cluster of cost basis between $93,000 and $109,000, forming a significant area of supply resistance. Sustained bullish momentum must first absorb this supply, and a decisive breakout above this range is typically necessary to reopen the path toward a new all-time high in the long term.
VanEck expects the first quarter of 2026 to be a risk environment for investors due to improved fiscal and monetary clarity, although it says the four-year Bitcoin cycle broke in 2025, supporting caution in the short term.
In the past 6 months, Bitcoin reserves held by public and private companies have grown from ~854,000 BTC to ~1.11 million BTC. This represents an increase of ~260,000 BTC, or approximately ~43,000 BTC per month, highlighting the ongoing expansion of corporate exposure to Bitcoin on their balance sheets.
Monero jumps 44% to a new all-time high in 8 days with strong FOMO among the crowd, and now leads the privacy sector while Zcash fades into the background, according to Santiment.
He serves as Executive Director of the Presidential Advisory Council on Digital Assets (a White House government body focused on U.S. cryptocurrency policy, often informally referred to as the «White House Crypto Council»).
This is a specific government position under the Trump administration, where he leads coordination on digital asset regulation, legislative initiatives such as the CLARITY Act, stablecoins, and projects like the Bitcoin Strategic Reserve.
Do you think the CLARITY Act will be passed in 2026?
U.S. Senators Wyden and Lummis introduce bipartisan Blockchain Regulatory Certainty Act, a bill designed to protect blockchain developers from money transmitter requirements.
The CFTC Chairman, Michael Selig, establishes the Innovation Advisory Committee to advise on emerging financial technologies, such as AI and blockchain.
The participants of the CEOs' Innovation Council are expected to be among the founding members.
The Senate Agriculture Committee postpones discussion of the cryptocurrency market structure bill until the last week of January, citing the need for more time to maintain bipartisan support.