According to @52kskew, TWAP buying in BTC has restarted with a clear correlation to Coinbase spot flows, and spot CVD is currently leading price action, source: @52kskew on X, Jan 8, 2026. He adds that the Coinbase discount narrowed during the US session, signaling stronger US spot demand consistent with spot ETF-driven activity, while questioning what share of flows is not ETF-related, source: @52kskew on X, Jan 8, 2026. On the 4H chart, BTC reset into the 4H trend and prior resistance; confirmation signals are acceptance above the weekly open and a firm reclaim of 94K, with 94K flagged as the most important area, source: @52kskew on X, Jan 8, 2026. For a strong rally setup, he wants to see unquestionable demand emerging from 90K, source: @52kskew on X, Jan 8, 2026. Traders can monitor spot CVD versus price and the Coinbase premium or discount as leading cues for sustained ETF-style bids and momentum validation, source: @52kskew on X, Jan 8, 2026.

According to @CryptoMichNL, BTC tapped the 21-day moving average and briefly undercut it, which he views as acceptable liquidity taking if the level holds. Source: @CryptoMichNL on X, Jan 8, 2026. He states that holding the 21-DMA keeps BTC on track to test $94,000 in the coming week, while losing it could trigger a sweep of the developing local lows. Source: @CryptoMichNL on X, Jan 8, 2026.

According to @santimentfeed, social data shows the biggest midweek jumps in discussion for SOL, ETH, BTC, MSTR, LTC, and XRP, highlighting where traders are currently focused (source: Santiment). SOL chatter is tied to a bullish recovery, 2026 price talk, reported institutional interest including mentions of Morgan Stanley ETF filings with the U.S. SEC, network upgrades, tokenization, and ETF inflows driving momentum and participation (source: Santiment). ETH mentions center on price action, technology, DeFi and institutional use, payments, and a spot ETH ETF filing attributed to Morgan Stanley as a driver of adoption narratives (source: Santiment). BTC discussion highlights ETF developments, major institutional entrants, Japan nearing a Bitcoin ETF approval, whale accumulation, reduced exchange supply, and price references around 91,500–93,000 (source: Santiment). MSTR debate includes its stock volatility, MSCI index status, and the impact of its BTC treasury on crypto sensitivity, with MSCI retaining MSTR in indexes linked to a price lift (source: Santiment). LTC discourse focuses on blockchain infrastructure relevance, hiring for Litecoin node management at Fidelity Digital Assets, trading community activity, and liquidity on venues like Bison (source: Santiment). XRP buzz cites institutional interest, strong ETF inflows and net assets, technical signals versus BTC, adoption in Japan, bridge-asset use, post-SEC-case regulatory clarity, and increased mainstream attention including CNBC mentions (source: Santiment).

According to @adam3us, Bitcoin Optech’s latest video features a 20:47 segment on size-optimized NIST SLH-DSA hash-based signatures for Bitcoin’s post-quantum future with contributions from Blockstream research, Mikhail Kudinov, n1ckler, and Anthony Towns in Newsletter #386, source: @adam3us on X; Bitcoin Optech video. The video also flags a Bitcoin Core wallet migration bug at 56:30 and covers protocol proposals including OP_CHECKCONSOLIDATION to enable cheaper consolidations at 1:23:11, CTV-related discussions from 1:16:30 to 1:21:00, and a Year 2106 timestamp overflow uint64 migration at 1:07:47, source: @adam3us on X; Bitcoin Optech video. Releases and code updates include BTCPay Server 2.3.0 at 1:28:29 and multiple items across Bitcoin Core, Core Lightning, LND, BIPs, and BOLTs, source: @adam3us on X; Bitcoin Optech video.

According to @BullTheoryio, on October 10 MSCI (originally a Morgan Stanley division) proposed removing Digital Asset Treasury Companies like MicroStrategy and Metaplanet from its global indexes, a move that could force passive selling and reduce institutional Bitcoin exposure, source: @BullTheoryio. According to @BullTheoryio, minutes after the proposal Bitcoin dropped nearly $18,000 and over $900 billion was erased from total crypto market cap, source: @BullTheoryio. According to @BullTheoryio, the consultation ran until December 31, creating a three‑month overhang where passive investors avoided exposure, index-linked funds faced forced-selling risk, prices stayed weak, sentiment collapsed, and BTC fell about 31% in what they describe as the worst quarter since 2018, source: @BullTheoryio. According to @BullTheoryio, from January 1 Bitcoin rallied roughly 8% in the first five days of 2026 from $87,500 to $94,800 without new bullish news, suggesting selling pressure eased and potential insider positioning, source: @BullTheoryio. According to @BullTheoryio, on January 5–6 Morgan Stanley filed for spot BTC, ETH, and SOL ETFs and MSCI said it would not remove the crypto-heavy companies, effectively withdrawing the rule that had pressured markets, source: @BullTheoryio. According to @BullTheoryio, this sequence fits a pattern—create pressure, accumulate at lows, launch product, remove pressure—positioning beneficiaries for the rebound, while noting there is no official confirmation of coordination, source: @BullTheoryio. According to @BullTheoryio, with the overhang gone and institutional products filed, liquidity is returning and the rebound setup favors BTC and crypto-exposed equities such as MSTR and Metaplanet in the near term, source: @BullTheoryio.

According to @paoloardoino, Tether and Rumble launched the self-custodial Rumble Wallet to bring crypto payments to millions of creators and users, with reach in key markets including the United States; source: @paoloardoino on X, Jan 7, 2026; Tether newsroom tether.io/news/tether-and-rumble-launch-rumble-wallet-bringing-self-custodial-crypto-payments-to-millions-of-creators-and-users/. The launch makes Bitcoin (BTC), Tether USDT, and Tether Gold (XAUT) available on Rumble now, with Tether USAT coming soon, expanding access for a social platform with tens of millions of users; source: @paoloardoino on X, Jan 7, 2026.

According to @BullTheoryio, MSCI confirmed it will keep Bitcoin treasury companies such as MicroStrategy (MSTR) in its indexes, removing forced-selling risk that fueled prior FUD and easing fears linked to the October 10 drawdown narrative (source: @BullTheoryio on X, Jan 7, 2026). According to @BullTheoryio, MSCI also changed its index methodology so that when these companies issue new shares, the index will not increase share count, eliminating the automatic passive purchases that index trackers previously had to make on new issuance (source: @BullTheoryio on X, Jan 7, 2026). According to @BullTheoryio, the author’s example shows that a 20M-share issuance at $300 once implied about $600M of forced index-tracker demand, but now it implies zero incremental passive buying, which reduces capital-raising capacity for additional BTC purchases and explains why BTC and MSTR did not spike on the headline (source: @BullTheoryio on X, Jan 7, 2026).

According to @BullTheoryio, MSCI has announced it will keep Bitcoin and crypto treasury companies in its indexes, addressing concerns that drove selling pressure. source: @BullTheoryio on X, Jan 6, 2026. The author states the Oct 10 selloff erased $19 billion in a single day and that this decision removes fears that MicroStrategy MSTR would be forced to sell its BTC holdings, framing the update as bullish for the crypto market. source: @BullTheoryio on X, Jan 6, 2026.

According to @hamster_kombat, the Jan 6 update flags three items for traders: 17 years since Bitcoin’s genesis block was mined, marking a key BTC milestone (source: @hamster_kombat on X, Jan 6, 2026); Musk’s xAI purchased a third building to expand AI compute power (source: @hamster_kombat on X, Jan 6, 2026); and two crypto exchanges donated over $21 million to MAGA Inc. (source: @hamster_kombat on X, Jan 6, 2026). The post also instructs viewers to watch each video closely for clues usable later (source: @hamster_kombat on X, Jan 6, 2026).

According to @FarsideUK, BlackRock’s US spot Bitcoin ETF recorded a daily net inflow of 372.5 million US dollars on Jan 6, 2026, as shown on the Farside Bitcoin ETF flow tracker; source: @FarsideUK on X Jan 6, 2026 and farside.co.uk/btc. This figure reflects the issuer’s single-day net flow in USD as reported by Farside’s US Bitcoin spot ETF dataset, allowing traders to benchmark issuer-level demand using the live table; source: farside.co.uk/btc.

According to @52kskew, since the 2026 Yearly Open, BTC has seen capital inflows and a return of positioning, but broad optimism has not yet reappeared, while price remains above the 2025 Yearly Open that they want sustained for higher-time-frame continuation, source: @52kskew on X, Jan 5, 2026. They note that if all three conditions persist—capital inflow, positioning, and holding above the 2025 Yearly Open—market behavior could resemble 2023’s renewed optimism, with 2026 implying an acceleration of the current higher-time-frame trend, source: @52kskew on X, Jan 5, 2026. The macro backdrop is highlighted as critical for this setup to play out, source: @52kskew on X, Jan 5, 2026. Yearly Open levels are described as simple yet reliable trading metrics, with capital inflow or outflow around these opens largely determining Q1 performance and beyond, source: @52kskew on X, Jan 5, 2026. Price frequently revisits Yearly Open levels as tradable pivots in both bull and bear markets, defined by broader market risk appetite, source: @52kskew on X, Jan 5, 2026. For trading, monitoring BTC’s hold above the 2025 Yearly Open, sustained net inflows and positioning, and macro risk indicators can guide Q1 directional bias and pivot trades around Yearly Open levels, source: @52kskew on X, Jan 5, 2026.

According to Erik Voorhees, Walmart does not accept Apple Pay and he highlighted a claim that CNBC reported Walmart will accept Bitcoin BTC, Ethereum ETH, and other crypto for in-store payments to a large customer base. Source: Erik Voorhees on X, Jan 5, 2026. For trading, treat the payments claim as unconfirmed and wait for primary verification from Walmart corporate communications or a CNBC report before positioning on it. Source: Erik Voorhees on X, Jan 5, 2026.

According to @WatcherGuru, CNBC reports the U.S. government could seize Venezuela’s Bitcoin and broader crypto reserves, indicating potential enforcement actions under existing sanctions authorities, source: CNBC. The U.S. Treasury’s Executive Order 13884 blocks property and interests in property of the Government of Venezuela within U.S. jurisdiction, enabling seizure or freezing by U.S. authorities, source: U.S. Treasury. In prior crypto cases, the Department of Justice and U.S. Marshals have custodied and disposed of seized assets via auctions or structured sales rather than direct exchange market dumps, source: U.S. Marshals Service and U.S. Department of Justice. For precedent, the DOJ disclosed plans in 2023 to liquidate about 41,500 BTC from the Silk Road case in tranches after selling 9,861 BTC in March 2023, source: Reuters on DOJ court filings. Venezuela’s state oil company has used USDT in crude transactions to navigate sanctions constraints, highlighting potential stablecoin compliance exposure, source: Reuters. Tether has stated it freezes wallets linked to OFAC-sanctioned entities, implying any USDT tied to sanctioned Venezuelan government designations could be immobilized if targeted, source: Tether compliance statements and OFAC coordination updates. Trading takeaways: monitor U.S. Treasury or DOJ announcements and any government wallet movements that could precede custodial transfers and eventual auctions (supply timing risk), and watch for USDT address-freeze actions that may affect on-chain liquidity, sources: U.S. Treasury, DOJ, U.S. Marshals Service, Tether.

According to @CrypNuevo, he is trading Bitcoin BTC this week using clearly defined short term price action triggers, detailed in a new video, source: @CrypNuevo on X, Jan 5, 2026. According to @CrypNuevo, he will read the US market session reaction to the Venezuela conflict to gauge near term risk sentiment and potential BTC volatility, source: @CrypNuevo on X, Jan 5, 2026. According to @CrypNuevo, he is tracking SPX500 alongside Bitcoin to assess correlation during the US session for tactical entries and exits, source: @CrypNuevo on X, Jan 5, 2026.

According to @glassnode, Bitcoin (BTC) enters 2026 attempting to stabilize after its Q4 drawdown. According to @glassnode, BTC price is compressing into a broad consolidation range between the low 80k and mid 90k USD.

According to @BullTheoryio, the US ISM Manufacturing PMI printed 47.9, a 14-month low and below the 48.4 consensus. According to the Institute for Supply Management (ISM), a PMI below 50 signals contraction in manufacturing activity. According to @BullTheoryio, the ongoing downtrend suggests risk assets like Bitcoin (BTC) and crypto may struggle to gain sustained bullish momentum until PMI rises back above 50.

According to Michaël van de Poppe, MN Fund returned +9.82% in December 2025 and +10.13% since inception in July 2025, highlighting resilient performance during a difficult quarter (source: Michaël van de Poppe on X, Jan 5, 2026; MN Fund performance update cited in the thread). Over the same period, Bitcoin corrected by roughly 18%, resulting in a +34.49% return versus BTC for the fund in 2025, indicating strong benchmark outperformance (source: Michaël van de Poppe on X, Jan 5, 2026; MN Fund performance update). Q4 2025 acted as a stress test with thinning liquidity and elevated volatility, yet the fund continued to generate returns while many assets revisited October lows (source: Michaël van de Poppe on X, Jan 5, 2026; MN Fund performance update). A flash crash on October 10 marked the fund’s largest positive trading day, underscoring the robustness of its disciplined volatility strategy (source: Michaël van de Poppe on X, Jan 5, 2026; MN Fund performance update). Looking to 2026, the fund stated that macro headwinds turning into tailwinds and rising market volatility and volume could support continued outperformance versus BTC (source: Michaël van de Poppe on X, Jan 5, 2026; MN Fund performance update).

According to @KobeissiLetter, U.S. stock indices opened sharply higher in early trade, with the S&P 500 back above 6,900 in an initial reaction to weekend events; source: The Kobeissi Letter on X, Jan 5, 2026. For crypto markets, equity risk-on episodes have historically aligned with higher short-term beta in BTC and ETH when cross-asset correlations rise; source: International Monetary Fund, Crypto Prices Move More in Sync With Stock Markets (Oct 2022). Equity surges are typically associated with lower implied volatility (VIX), a dynamic that can ease cross-asset risk premia and support liquidity conditions; source: Cboe Global Markets, VIX methodology and historical relationship notes.

According to @EmberCN, Bitcoin treasury company @Strategy (MSTR) purchased 1,287 BTC last week at about $90,316, totaling roughly $116 million. According to @EmberCN, @Strategy (MSTR) now holds 673,783 BTC valued at $62.527 billion with an average cost basis of $75,026 and an unrealized profit of $11.975 billion. According to @EmberCN, Ethereum treasury company @BitMNR (BMNR) bought 32,977 ETH last week at about $2,963, totaling about $97.71 million. According to @EmberCN, @BitMNR (BMNR) now holds 4,143,502 ETH valued at $13.039 billion with an average cost basis of $3,867 and an unrealized loss of $2.983 billion.

According to Michael Saylor, Strategy acquired 1,287 BTC, lifting its Bitcoin reserve to 673,783 BTC. Source: Michael Saylor on X, Jan 5, 2026; Strategy press release on strategy.com, Jan 5, 2026. The company also increased its USD reserve by 62 million dollars to 2.25 billion dollars. Source: Michael Saylor on X, Jan 5, 2026; Strategy press release on strategy.com, Jan 5, 2026. The update referenced ticker MSTR, relevant for traders tracking equity exposure to BTC via corporate treasury holdings. Source: Michael Saylor on X, Jan 5, 2026.