At the start of 2026, CoinShares reports that institutional investors allocated $582 million of net inflows into digital asset investment products over the past week. The data shows $512 million went into Bitcoin products, $119 million into Ethereum and $10.7 million into XRP, while Solana products saw $30 million in outflows despite strong full-year 2025 inflows. For 2025 as a whole, global crypto investment products recorded $47.2 billion in inflows, led by the US with $44.5 billion.

On January 5, 2026, Bitcoin climbed above $94,000 as leveraged positions were flushed. CoinGlass reports $426.3 million liquidated in the last 24 hours, with $346.1 million from shorts; BTC hit $94,312 and led $227.96 in liquidations, followed by ETH at $73.33 and SOL at $13.41.

On January 3, 2026, CYFIRMA detailed Android/BankBot‑YNRK, a trojan spreading through counterfeit Google News apps and aiming at more than 60 banking and finance apps across Vietnam, Singapore, Malaysia, India and Indonesia. The malware exploits accessibility services to automate transactions, capture screen content and harvest credentials, with crypto wallets such as MetaMask, Exodus and Trust Wallet also listed as at risk.

According to an SEC filing, Appaloosa Management founder David Tepper rebalanced in Q3 2025, slashing UnitedHealth by 92%, exiting Intel, and trimming Alibaba, Vistra, and Micron. He deployed $411,000,000 into Whirlpool, lifting the position from 266,000 to 5.5 million shares, and added Goodyear Tire plus regional banks Truist and Western Alliance.

On January 2, 2026, Bitwise Asset Management filed registration statements with the U.S. Securities and Exchange Commission for 11 cryptocurrency strategy ETFs. The proposed funds would list on NYSE Arca if approved and aim to provide regulated exposure to assets including Aave, Zcash, Sui, Uniswap and Tron. The move seeks to broaden access beyond Bitcoin and Ethereum.

On January 1, 2026, Dragonfly Capital managing partner Haseeb Qureshi said the year could deliver upside and downside surprises, projecting Bitcoin above $150,000 by year-end and anticipating a decline in Bitcoin dominance. He also expects Ethereum and Solana to beat expectations as several fintech-focused chains underwhelm, while BTC, ETH and SOL were at $88,576, $2,979 and $125 at the time of writing.

On December 31, 2025, crypto trader Michaël van de Poppe said the BTCUSD/gold ratio is showing a bullish divergence on the daily chart. He highlighted a potential rotation from gold into Bitcoin after Monday’s pullback, while BTC traded at $87,975 and roughly one Bitcoin equaled around 20 ounces of gold. He compared the setup to Q3 2024 and Q4 2022.

On December 29, 2025, economist Tyler Cowen highlighted that the US Dollar Index has fallen 10.41% since the start of 2025 while gold and silver have staged historic price rallies. Gold has climbed 65.32% to $4,331 per ounce and silver has jumped 147.97% to $72 per ounce, which he argues is a "flash warning" about rising economic and political risks and waning confidence in the dollar as a safe-haven asset.

On December 29, 2025, Coinbase released a 2026 market outlook outlining expectations for Bitcoin and the broader crypto sector. The report discusses US economic conditions, regulatory initiatives, institutional adoption via spot ETFs and digital asset treasuries, and forecasts for stablecoin and tokenization growth through 2028.