💰On-Chain Demand Remains Weak and Needs to Recover

“Even with the price returning above $93k, apparent on-chain demand remains weak and needs a more intense recovery to support a return to $100k.”

Santiment: After 💰BTC rose above $94.4k, social media started expecting the price to rise to $100k.
Watch to see if the crowd's greed cools down. If it does, the cryptocurrency could get back on track and continue its rebound to $100k and beyond.

🚀A New Record for Prediction Markets

In December, their cumulative spot volume hit $19.1B, betting the previous ATH by ~35%.

🥇 Kalshi – $7B
🥈 Opinion – $6.7B
🥉 Polymarket – $5.3B

📊 Ecoinometrics: Bitcoin’s price is slowly pushing toward the $95K level, but #ETF flows are not yet supporting that move.

Breakouts tend to be more durable when they are backed by sustained net inflows into Bitcoin ETFs, which reflect institutional demand.

Right now, that support is still missing.

📈 Sentora: The stablecoin market saw steady, robust growth throughout 2025. That momentum is likely to carry into 2026, as neobanks roll out new stablecoin products for their retail customer bases.

🤔 Analyst Timothy Peterson expects a crypto market rally in the near term.

💰 Strategy’s perpetual preferred stocks are now listed on Cash App, reaching 58 million users.

💰 Jupiter has launched JupUSD, a dollar-pegged stablecoin on Solana, built with Ethena Labs.

🇺🇸💰$12 trillion BlackRock’s Jay Jacobs said live on CNBC that “it's still early days for Bitcoin.”

🏦 $2.2T banking giant Barclays makes its first stablecoin investment, backing Ubyx.

#BTC CME 4H Update

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🔥 Crypto prediction platform Polymarket announces exclusive partnership with Dow Jones and Wall Street Journal.

💰 Riot sells $162M worth of Bitcoin as mining hash price drops.

🇺🇸 Senator Lummis says Congress is 'close' to passing crypto market structure legislation.

🪙 Stablecoins on BNB Chain crossed $15B in total circulating supply

🔥 Binance released its 38th Proof of Reserves (snapshot dated January 1). User BTC holdings stood at approximately 618k BTC, up 1.41% from the previous snapshot on December 1, an increase of 8,607 BTC. User ETH holdings were about 4.17 million ETH, up 8.55%, an increase of 328,666 ETH. User USDT holdings reached approximately 38.2 billion USDT, up 2.86% from the prior snapshot, an increase of about 1.06 billion USDT.

💰 Binance shows all major user assets are fully backed 1:1 or more, using a Merkle tree plus zk‑SNARKs‑based Proof of Reserves system that users can independently verify.

📰 Key Updates You Need to Know

Whales didn’t sleep in 2025

The 21 largest 💰Bitcoin holders massively increased their positions last year, accumulating #BTC worth around $40 billion in total.

💰 #BTC CQ: Since January 2023, total on-chain Bitcoin transfer volume has been steadily declining.

Even as prices rise, network activity has not recovered. Essentially, the current move is driven by FOMO, fueled by political support for Bitcoin in the US the launch of ETFs, purchases by corporate treasuries and a strengthened positive narrative in the media from major KOLs.

People will continue to hold simply because they are waiting for higher prices at which they will feel compelled to sell.

🇸🇻El Salvador bought another Bitcoin for their strategic reserve.

😱Fear & 🤑Greed Index for #BTC and #ETH