Binance founder Changpeng Zhao stated on Twitter that major US banks are "loading up" on Bitcoin as retail investors sell. Reported positions include Wells Fargo's $383 million BTC purchase, Morgan Stanley's $270 million in GBTC, and Goldman Sachs holding $1.3 billion in BlackRock's ETF plus $300 million in Fidelity's product.

The state of Florida is advancing SB 1038, a bill to establish a Bitcoin-focused strategic reserve targeted for 2026, after narrowing the scope of an earlier, stalled proposal. The measure would create a standalone reserve under the state's finance department, limited to cryptocurrencies with an average market capitalization of at least $500 billion over the past two years, a threshold currently met only by Bitcoin. Florida's legislative process is still in early stages and trails other states, some of which have already approved or funded similar reserves.

According to analyst "Discover" on X, a major altseason could unfold over the next 3–6 months, with altcoin market cap potentially rising from about 2.31 million BTC to 15 million BTC in 2026. The article notes the total altcoin market cap is just above $1.3 trillion amid a recovery following the October 10 crash.

According to Michael van de Poppe, Bitcoin has struggled to sustain moves above $88k, with fresh rejections near $90k over the past three weeks. He suggests a drop toward $83.8k or even $80k may be needed before a stronger upside can develop. The article notes at least six failed bids to reclaim $90k, including one earlier today.

Samson Mow, Bitcoin maximalist and CEO of JAN3, described 2025 as a bearish year for BTC after it ended below $90,000 despite having set a new all-time high of $126,000 earlier. He now expects a decade-long bull market to begin as Bitcoin closes the year around $87,500, slightly under its starting level above $93,000. While some analysts foresee scenarios ranging from a bullish reversal to a drop toward $60,000 in 2026, bulls and bears are both positioning for control of the market in the coming year.

At press time, Solana traded around 123 dollars with its RSI under 32, placing the asset in deeply oversold territory. Influencer Crypto Curb argued this setup has only appeared three times in the past 2.5 years, including July 2023 and April 2025, and suggested it preceded strong rebounds. While some users cautioned that oversold is not a buy signal, bullish sentiment for a recovery remained visible.

NFT trading volumes fell sharply in 2025, with November sales at $320 million, 66% below January’s nearly $700 million. December opened even weaker. The broader NFT market cap is about $3 billion versus a $17 billion peak in 2022, though some blue-chip collections have preserved value.

Crypto analyst Michael van de Poppe projects Bitcoin could reach $105,000 this month, though a correction to $88,000–$90,000 may occur first. Bitcoin recently recovered to $94,000, liquidating short positions and renewing interest in the $100,000 threshold. Van de Poppe suggests that while a direct rally above $92,000 is possible, current market sentiment makes a pullback more likely before sustained upward momentum.

Bitcoin trades below $85,000 as analysts examine the CVDD (Cumulative Value-Days Destroyed) indicator for possible support levels. The metric, which tracks long-term holder selling activity, points to a potential floor near $45,880 if bearish conditions extend into 2026. Bitcoin has declined over 30% from its recent all-time high established less than two months ago.