According to @julian2kwan, Julien Bittel’s data shows a sharp divergence between liquidity-aligned equities near record highs and BTC pricing a liquidity peak, implying both signals cannot be right, source: Julian Kwan on X (Jan 15, 2026), citing Julien Bittel, CFA, https://x.com/BittelJulien/status/2011786805100601815; https://twitter.com/julian2kwan/status/2011824094891950267. The data indicates global liquidity has not yet peaked and financial conditions imply liquidity is still rising, source: Julian Kwan on X (Jan 15, 2026), citing Julien Bittel, CFA, https://x.com/BittelJulien/status/2011786805100601815; https://twitter.com/julian2kwan/status/2011824094891950267. Equities, credit, and broader risk assets are behaving as expected in a rising liquidity regime, while BTC is the current anomaly versus macro and liquidity fundamentals, source: Julian Kwan on X (Jan 15, 2026), citing Julien Bittel, CFA, https://x.com/BittelJulien/status/2011786805100601815; https://twitter.com/julian2kwan/status/2011824094891950267. Bittel highlights large “Excess Fear Gaps” and suggests events around 10/10 temporarily distorted BTC price discovery, underscoring that the direction of global liquidity is the key battlefield into 2026, source: Julian Kwan on X (Jan 15, 2026), citing Julien Bittel, CFA, https://x.com/BittelJulien/status/2011786805100601815; https://twitter.com/julian2kwan/status/2011824094891950267. For trading, the setup into 2026 reduces to two paths: either equities are mispricing liquidity or BTC is correctly signaling a peak and risk assets roll over, making global liquidity the primary driver to monitor, source: Julian Kwan on X (Jan 15, 2026), citing Julien Bittel, CFA, https://x.com/BittelJulien/status/2011786805100601815; https://twitter.com/julian2kwan/status/2011824094891950267.

According to @cas_abbe citing Binance Research’s Full-Year 2025 report, stablecoin volume reached $33 trillion in 2025, DeFi revenue totaled $16.2 billion and surpassed Nasdaq and CME combined, Bitcoin (BTC) maintained roughly 60% market dominance amid institutional allocation, and BNB Chain processed 15–18 million daily transactions, with the post characterizing these metrics as real-world adoption at scale, all per Binance Research via @cas_abbe.

According to @TATrader_Alan, Bitcoin (BTC) has re-entered its weekly inner price channel and is positioned to advance toward the channel’s upper boundary, presenting a tactical setup on the higher timeframe. Source: @TATrader_Alan on X, Jan 15, 2026. He adds that traders who missed entries at the outer channel should seize this chance as price action is poised to revisit the channel top if the structure persists. Source: @TATrader_Alan on X, Jan 15, 2026.

According to @StockMKTNewz, the most used X cashtags since the start of December are $IREN, $TSLA, $ASTS, $BTC, $ONDS, $XRP, $GME, $NBIS, $OPEN, and $ETH, source: @StockMKTNewz. This list shows crypto tickers BTC, ETH, and XRP are among the period’s most discussed alongside equities like TSLA and GME, helping traders identify symbols with elevated social attention on X, source: @StockMKTNewz.

According to @CryptoMichNL, ETH is experiencing price compression and is likely to break out in the coming week, based on his technical analysis shared on X on Jan 15, 2026. He added that if ETH/BTC holds above its 21-day moving average, it would signal rising risk appetite and potential rotation into altcoins, as stated on X on Jan 15, 2026. He characterized this setup as a constructive sign for broader market strength, indicating traders should watch ETH/BTC versus the 21-day MA for confirmation, according to his X post on Jan 15, 2026.

According to Lisa Abramowicz, the Russell 2000 has outperformed the S&P 500 for nine consecutive sessions, matching the longest streak since 2017 and requiring a look back to 2008 to find a longer run. Source: Lisa Abramowicz on X, Jan 15, 2026. For traders, this small-cap leadership is a key risk-appetite signal, and because crypto has shown higher correlation with U.S. equities in recent years, the rotation bears watching for BTC and ETH volatility and direction. Source: IMF blog "Crypto Prices Move More in Sync With Stocks" by Tobias Adrian and Fabio Natalucci, Jan 2022; Lisa Abramowicz on X, Jan 15, 2026.

According to @CryptoMichNL, Bitcoin has broken a crucial resistance zone and is holding above the 21-day moving average, indicating bullish momentum for BTC price action (source: @CryptoMichNL, X, Jan 15, 2026). He states that $94K has flipped into support while price consolidates, setting up a crucial test of $100K in days rather than weeks (source: @CryptoMichNL, X, Jan 15, 2026). He adds that a postponement of the Clarity Act is unlikely to materially harm Bitcoin’s price, keeping the bullish setup intact (source: @CryptoMichNL, X, Jan 15, 2026). Key trading levels cited are $94K support, $100K resistance, and the 21-day MA as the trend gauge (source: @CryptoMichNL, X, Jan 15, 2026).

According to @Andre_Dragosch, the latest Bitcoin (BTC) upside was primarily derivatives-led rather than spot-driven, citing a +$900M options open interest delta (price-adjusted) and only +$467M spot volume delta (source: @Andre_Dragosch on X, Jan 15, 2026). He reports US spot Bitcoin ETF net inflows of +$47M, versus a futures open interest delta of +$182M (price-adjusted), indicating stronger participation from leveraged markets (source: @Andre_Dragosch on X, Jan 15, 2026). Perpetual funding rates were negative and short futures liquidations spiked, while the put-call ratio was essentially unchanged, suggesting balanced call and put OI increases (source: @Andre_Dragosch on X, Jan 15, 2026). He adds that a short gamma squeeze could have driven incremental spot demand during the move (source: @Andre_Dragosch on X, Jan 15, 2026).

According to @CryptoKing4Ever, Bitcoin is trading at 97.5K and only 1.18 million BTC remain on exchanges, the lowest in seven months. The source states that retail is selling while coins move from weak hands into cold storage, and flags a pull toward the 100K psychological level. Source: @CryptoKing4Ever on X, Jan 15, 2026.

According to the source, the U.S. Senate Banking Committee delayed a scheduled markup of a key cryptocurrency bill due to weakening industry support on January 15, 2026; source: public X post dated January 15, 2026. For positioning, traders should monitor the Committee’s official calendar for a new markup date to manage headline risk around U.S. crypto legislation event windows; source: United States Senate Committee on Banking, Housing, and Urban Affairs calendar at banking.senate.gov. Until new legislative text advances, the U.S. market continues under existing SEC and CFTC oversight frameworks, meaning no immediate rule changes for token classification or exchange compliance; sources: SEC digital asset guidance at sec.gov/corpfin/framework-investment-contract-analysis-digital-assets and CFTC digital asset oversight backgrounders at cftc.gov.

According to the source, the Manhattan District Attorney's Office urged New York lawmakers to strengthen cryptocurrency enforcement tools in a public update on Jan 15, 2026 (source: X post dated Jan 15, 2026). For trading impact, any expansion of state-level powers would fall on BitLicense-regulated virtual currency businesses operating under 23 NYCRR Part 200, including exchanges and custodians that service New York residents (source: New York State Department of Financial Services, 23 NYCRR Part 200). Traders should monitor the New York State Legislature bill docket and NYDFS guidance updates for concrete proposals and effective dates that could affect exchange liquidity, token listings, and KYC or AML obligations in the New York market (source: New York State Senate and Assembly official calendars; NYDFS supervisory guidance).

According to @santimentfeed, social data shows Bitcoin commentary across social media has turned increasingly bearish during this week’s price bounce, with FUD reaching the highest level in 10 days. Source: @santimentfeed, X, Jan 15, 2026. @Santimentfeed notes markets often move opposite retail sentiment and says this setup could propel BTC to its first revisit above $100K since November 13. Source: @santimentfeed, X, Jan 15, 2026. Traders can track the crowd’s positive versus negative sentiment on Santiment’s chart to help assess buy or sell risk at these critical price levels. Source: @santimentfeed, X, Jan 15, 2026.

According to @FarsideUK, U.S. spot Bitcoin ETFs recorded total net inflows of $840.6 million on 2026-01-14. Source: Farside Investors https://farside.co.uk/btc The reported breakdown shows IBIT $648.4M, FBTC $125.4M, ARKB $27.0M, BITB $10.6M, HODL $8.3M, EZBC $5.6M, GBTC $15.3M, and zero flows for BTCO, BRRR, BTCW, and BTC. Source: Farside Investors https://farside.co.uk/btc IBIT accounted for approximately 77.1% of the day’s total net inflows based on the reported figures, underscoring concentrated primary market creations in a single issuer on the day. Source: Farside Investors https://farside.co.uk/btc

According to @FarsideUK, BlackRock’s US spot Bitcoin ETF posted US$648.4 million in daily net inflows on Jan 15, 2026; source: Farside Investors tweet. This figure is drawn from Farside’s Bitcoin ETF flows tracker, which publishes daily fund flow data and related disclaimers at farside.co.uk/btc; source: Farside Bitcoin ETF flows tracker.

According to @CoinMarketCap, North American BTC mining pools’ share of Bitcoin blocks declined from 40% to 35% over 2025 as firms pivoted toward AI infrastructure, source: BlocksBridge Consulting via @CoinMarketCap (Jan 15, 2026). The five-percentage-point drop indicates a relative hashrate share shift away from North America within global mining pools, directly impacting the region’s contribution to BTC block production, source: BlocksBridge Consulting via @CoinMarketCap. For traders, the reported AI reallocation suggests some miners may prioritize AI compute over BTC hashing, potentially altering mined-BTC output used in tracking miner revenues and equity valuations, source: BlocksBridge Consulting via @CoinMarketCap. Monitoring pool-share distribution and miners’ operational updates can help assess further share changes tied to the AI build-out, anchored by the trend identified in the report, source: BlocksBridge Consulting via @CoinMarketCap.

According to Lookonchain on X on Jan 15, 2026, smart trader hai15617 reused the same approach to trade short-term Bitcoin markets and earned another $44.5K. According to Lookonchain, the trader executed 24 predictions in one day with 8 winners, achieving a 33.33% win rate and total profits of $136.8K. According to Lookonchain, after joining Polymarket and placing 10 predictions, one single trade produced $99,779 in profit (+887%), offsetting multiple 100% losing positions. According to Lookonchain, the strategy does not predict BTC direction; it targets extreme short-term mispricing on Polymarket and deploys larger size when odds swing too far, where pricing errors matter more than win rate. According to Lookonchain, another user reportedly earned $92.3K within hours using the same mispricing strategy, underscoring the trading edge in prediction-market arbitrage around BTC volatility.

According to the source, TD Cowen lowered its price target for a Bitcoin-exposed company, citing a softer Bitcoin yield outlook as the driver for the revision. The source reports the reduction reflects diminished expectations for Bitcoin yield, a key input for valuation sensitivity to BTC-linked equities.

According to @CNBC, a company’s shares plunged more than 20% after Chinese authorities opened an antitrust investigation, signaling a sharp repricing of regulatory risk source: CNBC Twitter post dated Jan 15, 2026. Historical precedent shows China policy crackdowns have coincided with sell-offs in crypto, as Bitcoin fell after authorities escalated restrictions in September 2021 source: Reuters report dated Sep 24, 2021. Research has documented rising co-movement between equities and crypto, suggesting traders should monitor BTC and ETH for risk-off spillovers during equity drawdowns source: International Monetary Fund blog post Crypto Prices Move More in Sync With Stocks dated Jan 2022.

According to @FarsideUK, VanEck’s US spot Bitcoin ETF recorded a US$8.3 million daily net flow on Jan 15, 2026, based on Farside’s Bitcoin ETF flow dashboard; source: @FarsideUK tweet (Jan 15, 2026); farside.co.uk/btc. According to @FarsideUK, 5% of profits from this VanEck product are allocated to Bitcoin developers; source: @FarsideUK tweet (Jan 15, 2026). According to @FarsideUK, full figures, methodology, and disclaimers are available on Farside’s live dataset for traders tracking ETF-driven BTC flows; source: farside.co.uk/btc.

According to @ai_9684xtpa, the trader known for shorting after the 10/11 flash crash has cumulative profits of $145M with current long positions showing about $49.33M in unrealized gains as of Jan 15, 2026; source: @ai_9684xtpa. BTC pushed above $96,000 and ETH cleared $3,300; source: @ai_9684xtpa. Position breakdown: ETH 203,340.64 ETH (about $677M) at a $3,147.39 entry with $37.53M unrealized, BTC 1,000 BTC (about $95.48M) at a $91,506.7 entry with $3.97M unrealized, and SOL 511,000 SOL (about $74.43M) at a $130.1911 entry with $7.82M unrealized, totaling roughly $847M in position value; source: @ai_9684xtpa citing the HyperBot trader dashboard. The trader has paid $6.65M in funding fees on these longs, highlighting significant carry costs; source: @ai_9684xtpa. The author cautions that copying this strategy is extremely difficult due to the need to withstand multi-million-dollar swings and high funding expenses; source: @ai_9684xtpa.