Bitcoin halted a breakout to new 2026 highs near $91,000 as BTC price action dealt with "geopolitical tension" while TradFi markets were closed. Bitcoin (BTC) dropped below $90,000 on Saturday as crypto markets reacted to the US military action in Venezuela. Key points: Bitcoin attempts to hold recent gains as the US mounts an attack on Venezuela’s capital, Caracas. Read more
Onchain data shows Bitcoin whale accumulation is overstated as exchange activity skews metrics, while long-term holders quietly turn bullish. Speculation that Bitcoin whales are engaged in a massive reaccumulation phase has been significantly overstated, suggesting the digital asset market structure has not materially changed, according to onchain data from CryptoQuant. The popular narrative that large holders are aggressively buying Bitcoin (BTC) is misleading, said Julio Moreno, head of research at CryptoQuant. Much of the publicly shared “whale accumulation” data is distorted by exchange-related activity rather than genuine investor behavior. Cryptocurrency exchanges routinely consolidate funds from many smaller wallets into fewer large ones for operational and regulatory reasons. This process artificially increases the number of wallets holding very large balances, leading onchain trackers to misclassify the activity as whale accumulation. Read more
Bitcoin bears might have the upper hand at the yearly open, but charts suggest bulls will fiercely defend these key price levels. Key points: Bitcoin is bearish in the short term and could plunge to $50,000 if the $74,508 level is breached. The short-term trend is likely to turn bullish above $100,000, opening the doors for a rally to $126,199. Read more
Bitcoin faced familiar $90,000 BTC price resistance into the year's first Wall Street open as gold made a comeback from local lows. Bitcoin (BTC) approached $90,000 into the first Wall Street open of 2026 with a new CME futures gap in focus. Key points: Bitcoin attempts a breakthrough at $90,000 as markets brace for the first US trading session of the year. Read more
With trading-hour extensions and digital finance upgrades underway, Korea Exchange is positioning for crypto ETFs while approvals remain stalled. South Korea’s securities and derivatives exchange operator, Korea Exchange (KRX), plans to increase its new investment products, including crypto exchange-traded funds (ETFs) and derivatives, as part of a broader push to modernize capital markets. Speaking at the first trading day ceremony of the new year, KRX chairman Jeong Eun-bo signaled the exchange was operationally prepared to support crypto ETFs, even as regulators continued to deliberate whether such products could be approved under existing securities regulations. Jeong framed the move as part of South Korea's efforts to move beyond the “Korea discount,” a phenomenon where domestic stocks trade at lower valuations than global peers. The dynamic is different in crypto, where Bitcoin often trades at a premium on local exchanges compared with overseas platforms. Read more
Based on Bitcoin's realized price and past performance, CryptoQuant’s Julio Moreno predicts that Bitcoin will bottom around $56,000 to $60,000 in 2026. Bitcoin may already be two months into a bear market, according to certain metrics such as the one-year moving average, says CryptoQuant’s head of research. During an episode of the Milk Road show on Thursday, CryptoQuant’s Julio Moreno said most of the metrics he uses for the bull score index turned bearish in early November and have yet to recover. The index measures market conditions using indicators like network activity, investor profitability, Bitcoin demand, and liquidity, and ranges from 0 to 100. Read more
Polymarket traders are holding back their optimism back for Bitcoin this year, despite many analysts tipping the price to hit $150,000 and above. Prediction market traders on Polymarket are tipping 21% odds of Bitcoin hitting $150,000 this year, despite many analysts seeing 2026 as a belated bull year for Bitcoin. According to the current market, “What price will Bitcoin hit before 2027?” Polymarket shows 45% odds of Bitcoin reaching $120,000, a price point below its all-time high. The odds fall further at $130,000, with just a 35% probability, while $140,000 has a 28% chance and $150,000 has a 21% chance. Read more
Bitcoin cash-and-carry trades faded toward the end of the year, leading funds to shift to Bitcoin options for yield. Is the strategy putting a cap on BTC price? Key takeaways: Covered calls gained traction as cash-and-carry returns collapsed, but data shows they are not structurally suppressing Bitcoin’s price. Stable put-to-call ratios and rising put demand suggest hedging and yield strategies coexist with bullish positioning. Read more
Bitcoin entered a "new era" as the 2025 yearly candle closed red, said analysis, with BTC price volatility signals firing into the new year. Bitcoin (BTC) opened 2026 at $87,500 as markets geared up for the year’s first Wall Street trading session. Key points: Bitcoin lies in wait at $87,500 for the start of TradFi trading on global markets. Read more
After a volatile 2025, investors are rethinking crypto cycles. Here are three investment themes that will shape the market’s next phase in 2026. 2025 didn’t unfold the way many cryptocurrency investors expected. Although Bitcoin (BTC) peaked almost precisely in line with its historical four-year cycle, the long-anticipated blow-off top never materialized. Notably, Bitcoin’s gains failed to cascade into the broader market, leaving hopes for a full-fledged altcoin season largely unfulfilled. As a result, 2026 opens under a cloud of uncertainty. Investor sentiment is extremely negative, marked by caution and skepticism, even as the industry finds itself in an unprecedented position. For the first time in crypto’s 15-year history, institutions, corporations and regulators are largely moving in the same direction, laying the groundwork for broader adoption rather than actively resisting it. Read more
Tether closed out 2025 with an 8,888 BTC purchase, increasing its disclosed Bitcoin holdings to more than 96,000 BTC. Tether picked up 8,888 Bitcoin (BTC) on New Year’s Eve, increasing its disclosed Bitcoin stash to more than 96,000 to close out 2025, its CEO Paolo Ardoino said. The USDt (USDT) stablecoin issuer has become one of the biggest active Bitcoin holders, placing the company’s Bitcoin address as the fifth-largest behind Binance, Robinhood, and Bitfinex and ranking second among privately held corporate BTC treasuries. The move is part of a pattern of Tether’s quarterly Bitcoin accumulations. The company has been funneling up to 15% of its earnings into Bitcoin every three months. The latest batch was worth about $780 million at the time of acquisition. Read more