According to @glassnode, the market is up nearly 10% year to date and is consolidating after a breakout above the 95K level, source: @glassnode on X, Jan 16, 2026. Options data is signaling key information about positioning, volatility, and market sentiment that traders are watching during this consolidation, source: @glassnode on X, Jan 16, 2026.

According to @CNBC, Goldman Sachs identified six stocks that are simultaneously popular with both mutual funds and hedge funds, indicating overlapping active-manager exposure that may be relevant for positioning analysis (source: CNBC). CNBC’s post highlights an equity-focused list and does not cite any direct implications for cryptocurrencies, with specific tickers and details available via the linked report (source: CNBC).

According to @Andre_Dragosch on X on Nov 25, 2025, global crypto hedge funds significantly reduced BTC exposure up to around August 2025 and have been gradually increasing exposure since then. According to @Andre_Dragosch on X on Nov 25, 2025, he characterizes this sequence as a distribution phase followed by renewed accumulation, describing it as Bitcoin’s “IPO moment.”

According to The Kobeissi Letter, a recent analysis suggests a bullish shift in the market, citing historical patterns where large declines in US Equity sentiment are typically followed by immediate positive returns. This analysis, part of their premium content, emphasizes the importance of sentiment and positioning in predicting market movements.