Institutional Bitcoin purchases exceeded newly mined supply for eight consecutive days, a signal that has historically preceded major BTC price upside. Bitcoin (BTC) buying is back in 2026 as institutions have acquired more BTC per day than miners produced. Key points: Institutions have been “net buyers” of Bitcoin for eight days straight, a dedicated tracking metric reports. Read more
Whales accumulated over $5.3 billion in Bitcoin since mid-December while retail traders took profits, creating bullish market conditions. Bitcoin accumulation by whales and recent profit-taking by retail traders could be seen as bullish and leading to more upward market momentum, according to Santiment. Crypto markets “typically follow the path of key whale and shark stakeholders, and move in the opposite direction of small retail wallets,” said onchain analytics platform Santiment on Monday. Whales and sharks are defined as the cohort holding between 10 and 10,000 BTC, while retail traders have wallets with less than 0.01 BTC. Read more
The crypto-friendly Trump administration and Wall Street adoption will be two of the biggest drivers behind a Bitcoin rally to new highs in 2026, two industry analysts said. The son of legendary investor Bill Miller has joined a chorus of analysts who predict Bitcoin will set a new all-time high this year, buoyed by regulatory momentum in the US and continued adoption on Wall Street. “Technicals are really starting to line up and it looks like it’s ready to go again. I personally expect it to break out to a higher high than its all-time high from the fall,” Bill Miller IV, chief investment officer at Miller Value Partners, told CNBC on Monday. He cited comments from US Securities and Exchange Commission Chair Paul Atkins stating that capital markets are moving onchain, while pointing out Wall Street heavyweights like JPMorgan continue to build onchain. Read more
Bitcoin mining electricity costs could fall if Venezuelan oil production increases, though it may take several years before the benefits are fully realized, Bitfinex analysts say. US companies moving into Venezuela to extract the country’s enormous crude oil reserves could lower electricity prices for Bitcoin miners and improve their profitability margins, analysts at crypto exchange Bitfinex said. “Cheaper and more abundant energy would improve miner margins globally and could unlock a new phase of mining expansion, particularly in regions able to secure long-term power contracts,” the Bitfinex analysts said in a note on Monday. The US started seizing Venezuelan oil tankers in December, and it is expected to start extracting Venezuela's 303 billion barrels worth of crude oil reserves after capturing Venezuelan President Nicolás Maduro on Saturday. Read more
Bitcoin reached its highest levels in nearly a month as risk assets and precious metals headed higher on the US-Venezuela catalyst. Bitcoin (BTC) hit new 2026 highs on Monday’s Wall Street open amid concerns over thin market liquidity. Key points: Bitcoin joins stocks and gold with early-year gains as geopolitics rewards asset holders. Read more
Bitcoin’s structure has turned bullish, yet traders are split on whether $100,000 could mark a bull expansion or bear continuation. Bitcoin (BTC) is attempting to transition into a phase of “strength” after weeks of range-trading between $90,000 and $86,000. While the technical structure has improved, BTC traders debate whether the move has momentum or risks of becoming a bull trap. Key takeaways: A Bitcoin indicator flipped firmly bullish as BTC reclaimed a position above $90,000. Read more
Strategy bought 1,283 BTC for $116 million, lifting holdings above 673,000 BTC, while reporting a $17.4 billion unrealized Q4 loss in an SEC filing Monday. Strategy, the world’s largest corporate holder of bitcoin, began the new year with its first purchase of 2026 while reporting a steep fourth-quarter paper loss as Bitcoin prices slid late last year. Strategy acquired 1,283 Bitcoin (BTC) for $116 million, boosting its holdings to 673,783 worth $62.6 billion purchased at an average cost basis of $75,026 per BTC, according to a Monday filing with the US Securities and Exchange Commission. The coins were acquired at an average purchasing price of about $90,000 each using proceeds from the sale of shares of MSTR Stock under the company’s at-the-market (ATM) offering. Read more
Bitcoin hit $93,000 for the first time in almost a month on Venezuela volatility, but BTC price forecasts include a sweep of $80,000 lows. Bitcoin (BTC) launches its first launches its first meaningful rebound in weeks as geopolitics excites world assets. Bitcoin price gains see a return to $93,000 after a nearly month-long absence, but traders are skeptical. A key golden cross is almost here on the four-hour chart, paving the way for further market strength. Read more
ESG researcher Daniel Batten says peer-reviewed studies challenge claims that Bitcoin mining destabilizes power grids or raises electricity costs. Bitcoin’s environmental impact remains contested as critics question its energy use, while ESG researcher Daniel Batten disputes several of those claims. In a Saturday X thread, ESG researcher Daniel Batten said nine common criticisms of Bitcoin mining’s energy use are contradicted by peer-reviewed studies and grid-level data. “Every nascent disruptive technology is accompanied by claims that are based on lack of understanding, lack of data, and a fear of something unknown,” said Batten. Read more
Bitcoin rose toward $93,000 as Donald Trump made remarks suggesting tougher action on Colombia and Mexico following the US operation in Venezuela. Bitcoin climbed toward $93,000 on Monday as US President Donald Trump made comments suggesting the United States could pursue tougher action against Colombia and Mexico, extending geopolitical uncertainty in the region following the weekend operation in Venezuela. Speaking on Sunday, Trump criticized Colombia over cocaine trafficking and said a new US military operation focused on the country “sounds good to me,” according to Reuters, while also warning that “something is going to have to be done” in Mexico. “Colombia is very sick, too, run by a sick man, who likes making cocaine and selling it to the United States, and he’s not going to be doing it very long," Trump warned. Read more