According to @FarsideUK, VanEck’s US spot Bitcoin ETF posted a daily net outflow of 6.8 million dollars on Jan 1, 2026, confirming redemptions exceeded subscriptions that session. Source: Farside Investors (@FarsideUK); farside.co.uk/btc. According to @FarsideUK, 5% of profits from this VanEck Bitcoin ETF product are directed to Bitcoin developers. Source: Farside Investors (@FarsideUK); farside.co.uk/btc.

According to @WatcherGuru, Robinhood is giving away $1,500,000 worth of Bitcoin for the New Year, as posted on Jan 1, 2026 on X (source: Watcher.Guru on X, Jan 1, 2026). The post does not specify eligibility, distribution mechanics, timing, or an official Robinhood announcement link, leaving the terms unconfirmed for traders (source: Watcher.Guru on X, Jan 1, 2026). In terms of market impact, $1.5M is negligible versus BTC’s multi‑billion‑dollar 24h spot volumes observed across major exchanges in 2024, implying minimal direct price effect from this promotion alone (source: CoinMarketCap BTC 24h volume data, 2024). Traders should monitor Robinhood’s official newsroom and @RobinhoodApp for confirmation and terms that could influence on‑platform engagement and order flow around the promotion window (source: Robinhood official channels).

According to @FarsideUK, Grayscale’s US spot Bitcoin ETF (GBTC) registered a daily net outflow of $11.2 million in the latest update dated Jan 1, 2026, source: Farside Investors - farside.co.uk/btc. The reported negative flow indicates redemptions exceeded creations for GBTC by $11.2 million for the day, with the full dataset and disclaimers available, source: Farside Investors - farside.co.uk/btc.

According to @FarsideUK, GBTC (Grayscale) recorded a daily flow of negative USD 69.1 million, as reported in its Jan 1, 2026 update (source: @FarsideUK tweet). According to @FarsideUK, full dataset details and disclaimers are available on its tracker at farside.co.uk/btc (source: farside.co.uk/btc).

According to @FarsideUK (Farside Investors), the Franklin US Bitcoin ETF recorded a $5.1 million net outflow, as reported on Jan 1, 2026, based on the firm’s Bitcoin ETF Daily Flow tracker (source: Farside Investors). According to Farside Investors, the figure represents the day’s USD net flow for Franklin’s spot Bitcoin ETF as listed on its US Bitcoin ETF dashboard at farside.co.uk/btc/ (source: Farside Investors). According to Farside Investors, full issuer-level and aggregate US spot Bitcoin ETF flow data and disclaimers are available on the same page for verification (source: Farside Investors).

According to @OnchainLens, a newly created wallet linked to Jez (@aerobatic) deposited 2.06 million USDC to HyperLiquid and opened 20x leveraged long positions in BTC, ETH, and SOL. Source: https://twitter.com/OnchainLens/status/2006530163836858566; https://hyperbot.network/trader/0x2457CbddBED202b7a3f5C21B3fb37058cbdfC871 Traders can monitor the associated trader address 0x2457CbddBED202b7a3f5C21B3fb37058cbdfC871 on HyperLiquid’s HyperBot page for live position updates and risk tracking. Source: https://hyperbot.network/trader/0x2457CbddBED202b7a3f5C21B3fb37058cbdfC871; https://twitter.com/OnchainLens/status/2006530163836858566

According to @EmberCN, USDT issuer Tether withdrew 961 BTC (about $97.18 million) from Bitfinex on 2025-11-07 and 8,888.8 BTC (about $778 million) on 2026-01-01 to its BTC reserve address, totaling 9,850 BTC (about $876 million) accumulated in Q4 2025, source: @EmberCN. Tether announced in May 2023 that it would regularly allocate up to 15% of realized company profits to purchasing BTC for reserves, source: Tether. These time-stamped on-chain transfers are trackable and provide inputs for order-flow and supply monitoring by BTC traders, source: @EmberCN.

According to Onchain Lens, Tether bought 8,888.88 BTC valued at $784.51 million on the last day of Q4 2025, with the address disclosed as bc1qjasf9z3h7w3jspkhtgatgpyvvzgpa2wwd2lr0eh5tx44reyn2k7sfc27a4. According to Onchain Lens, the reported figures imply an average purchase price of roughly $88.26k per BTC, and the provided address enables traders to track subsequent inflows or outflows tied to this reported buy.

According to the source, BTC has declined about 20% since early November, while gold gained roughly 9% and the S&P 500 added around 1% over the same period. According to the source citing market intelligence firm Santiment, 2026 will offer opportunities for crypto to catch up following this relative underperformance.

According to @CoinMarketCap, 2025’s market structure was defined by falling or flat BTC and altcoin prices while the stablecoin market cap surged, with USDT and USDC reaching a record combined roughly $263B, source: @CoinMarketCap. According to @CoinMarketCap, the cited drivers were payments adoption and regulation, specifically the GENIUS Act, alongside inflows from large institutions and venture capital, source: @CoinMarketCap. According to @CoinMarketCap, this positions stablecoins as the dominant liquidity base for crypto, a key signal traders can watch via USDT and USDC share versus BTC and alt performance, source: @CoinMarketCap.

According to Watcher.Guru, over $9 trillion was added to the US stock market in 2025, signaling a large increase in aggregate equity market value that traders are watching for cross-asset impact, source: https://twitter.com/WatcherGuru/status/2006490463671660818. Traders can verify the change in aggregate US equity capitalization via the Wilshire 5000 Total Market Full Cap Index level as a cross-check, source: https://fred.stlouisfed.org/series/WILL5000INDFC. For crypto, equities and Bitcoin have become more correlated since 2020, meaning strong equity performance has historically coincided with stronger BTC and ETH during risk-on episodes, source: https://blogs.imf.org/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-implying-creeping-risk-for-financial-stability/. Trading takeaway: when equity-crypto correlations are positive, sustained US stock market gains can act as a tailwind for BTC and ETH momentum and liquidity, source: https://blogs.imf.org/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-implying-creeping-risk-for-financial-stability/.

According to @paoloardoino, Tether acquired 8,888.8888888 BTC during Q4 2025, disclosed via a post on Dec 31, 2025 (source: @paoloardoino on X, Dec 31, 2025). The announcement confirms the quantity and quarter but provides no purchase price, timing breakdown, execution venue, or custody details, limiting immediate order-flow and liquidity analysis (source: @paoloardoino on X, Dec 31, 2025). For trading, the confirmed buy indicates increased BTC exposure by Tether that traders track as a whale accumulation signal around quarter-end flows, while the lack of on-chain references means wallet-level monitoring is not possible from this disclosure alone (source: @paoloardoino on X, Dec 31, 2025).

According to CoinMarketCap, CFTC Chair Michael Selig has appointed Amir Zaidi as chief of staff, noting that Zaidi oversaw the agency’s approval of Bitcoin BTC futures during his previous 2010–2019 tenure. According to the U.S. CFTC, CME and CFE self-certified Bitcoin futures in December 2017, placing Bitcoin derivatives under the commission’s oversight. According to CoinMarketCap and the U.S. CFTC, this links current CFTC leadership to the period when BTC futures were greenlit, a key reference point for crypto derivatives market structure.

According to @StockMKTNewz, citing The Wall Street Journal, Saks Global is preparing to file for bankruptcy within days after missing an interest payment on debt used to buy Neiman Marcus (source: @StockMKTNewz; The Wall Street Journal). IMF research has documented stronger post-2020 correlation between crypto and equities, making U.S. consumer discretionary credit events relevant for monitoring BTC and ETH trading conditions even though the reported development does not mention any direct crypto exposure (source: International Monetary Fund, 2022; @StockMKTNewz).

According to @StockMKTNewz, the Russell 2000 closed the year with an 11.4 percent gain. source: @StockMKTNewz on X, Dec 31, 2025. The Russell 2000 represents U.S. small-cap equities and can be accessed via the iShares Russell 2000 ETF, ticker IWM. source: FTSE Russell index overview; iShares IWM fund description. For crypto market participants, equity risk sentiment is a tracked input because Bitcoin and other digital assets have exhibited periods of positive correlation with U.S. equity indices in 2023–2024. source: Kaiko Research correlation reports 2023–2024. The index’s 2025 gain provides a reference point for cross-asset risk sentiment tracking alongside BTC and ETH price action. source: @StockMKTNewz; Kaiko Research.

According to Charlie Bilello, the S&P 500 (SPX) ended 2025 up nearly 18%, exceeding broad expectations and offering a strong risk backdrop that many crypto traders track as a macro signal for cross-asset sentiment (source: Charlie Bilello on X, Dec 31, 2025; bilello.blog/newsletter).

According to @charliebilello, the combined annual revenue of the seven largest US semiconductor companies rose 93% over the past two years to a record 451 billion dollars, indicating sector-leading topline momentum versus the broader market (source: @charliebilello on X, Dec 31, 2025). According to @charliebilello, overall S&P 500 revenues increased 11% in the same period, underscoring semiconductors’ outsized growth relative to index-level sales trends (source: @charliebilello on X, Dec 31, 2025). For crypto-focused traders, the post provides no direct linkage to digital assets or tokens such as BTC or ETH, so any crypto-market impact is not specified in the source (source: @charliebilello on X, Dec 31, 2025).

According to CNBC, the S&P 500 is on a rare streak of high returns, prompting a look at what historical patterns may imply for 2026; source: CNBC. Historical data show that U.S. midterm election years have typically been the weakest of the four-year presidential cycle for the S&P 500, with elevated volatility and rebounds often concentrated later in the year, based on Stock Trader’s Almanac data summarized by Fidelity Investments; source: Fidelity Investments. Research from the International Monetary Fund finds that crypto assets have moved more in sync with U.S. equities since 2020 (the BTC–S&P 500 return correlation rose to roughly 0.36 in 2020–2021 from near zero pre-pandemic), indicating that shifts in the S&P 500 trend in 2026 can materially influence BTC and ETH performance; source: International Monetary Fund.

According to @BullTheoryio, MicroStrategy’s MSTR has fallen 66% from $457 to $152 over the last six months as BTC declined from $126,000 to $87,000. According to @BullTheoryio, nearly $90 billion tied to the company’s Bitcoin strategy market cap has been erased. According to @BullTheoryio, heavy share dilution and an index delisting are cited as key drivers of the selloff.

According to @StockMKTNewz, the Nasdaq-100 ETF QQQ is on pace to finish the year up more than 20% for the third consecutive year as of December 31, 2025 (source: @StockMKTNewz). QQQ tracks the Nasdaq-100 Index and is widely used as a proxy for U.S. mega-cap technology exposure, which makes it a key benchmark for growth-equity momentum (source: Invesco). The source did not provide additional breakdowns or any direct references to crypto assets such as Bitcoin (BTC) or Ethereum (ETH) (source: @StockMKTNewz).