In April 2024, Bitcoin underwent its halving; in October, it set a new all‑time high above $126,000. According to market data, BTC closed 2025 below its January opening price, marking the first post‑halving year to finish in the red as a late‑year sell‑off erased gains.

All 12 U.S. bitcoin spot ETFs recorded $348 million in net outflows on the final trading day of 2025, while BTC closed at $87,496, 6% below its December 2024 finish at $93,381. Ethereum ETFs saw $72.06 million in outflows, whereas Solana and XRP spot products logged $2.29 million and $5.58 million in inflows.

In Q4 2025, Tether bought $876 million in bitcoin, lifting its stash to 96,185 BTC and making it the fifth‑largest holder. It moved 961 BTC on November 7 and 8,888.8 BTC on January 1, and now sits on an unrealized gain as prices hover around $88,700.

On December 31, 2025, Peter Schiff said on X that Strategy's 47.5% decline in 2025 would have made it the sixth-worst performer in the S&P 500, arguing its Bitcoin-focused approach hurt shareholders. The S&P 500 rose about 17.3% in 2025, while Strategy's stock finished down roughly 49.35% amid a second-half reversal. As of late December, it held 672,497 BTC at an average cost near $75,000.

On 1 January 2026, El Salvador's National Bitcoin Office said the country was going "all-in" on Bitcoin and artificial intelligence, reinforcing a multi‑year strategy that began with BTC becoming legal tender in 2021. The government has treated its roughly 7,500 BTC position as long‑term reserve infrastructure, while a partnership with xAI to roll out Grok across 5,000 public schools links AI deployment with education and broader economic diversification.

Bitcoin entered 2026 trading near $88,000, with analysts debating whether it will break out or remain locked in a broad range. Research from XWIN Research Japan outlines a base case in which BTC fluctuates mainly between $80,000 and $140,000, while technical signals point to a tightening triangle pattern that could trigger moves of about 15% once resolved. Despite modest recent price changes and macro uncertainty, corporate holders now collectively own more than 1 million BTC, suggesting underlying support even as upside may be capped.

Charles Schwab plans to introduce spot Bitcoin trading in the first half of 2026, with CEO Rick Wurster signaling confidence in the asset's long-term outlook despite recent market weakness. The firm has seen rising client engagement with crypto, and Bitcoin was priced at $87,883.45 with a $1.76 trillion market cap and a 27.86% 90-day decline as of January 1, 2026. Schwab's potential expansion into digital assets would add another major traditional financial institution to the growing list of crypto market participants.

US spot Bitcoin ETFs reversed a seven-day outflow streak with $355 million in net inflows, led by IBIT at $143.75 million, ARKB at $109.56 million, and FBTC at $78.59 million. A December 30, 2025 post flagged a planned $8.165 billion Fed liquidity injection on January 6. Bitcoin trades near $87,800 in a tightening triangle, with $90,000 and $94,000 as upside levels and support around $86,400.