In a Thursday filing, Metaplanet outlined an offshore capital raise of up to $137 million via new common shares and stock acquisition rights. According to the filing, proceeds will fund additional Bitcoin purchases, its Bitcoin income business, and a partial repayment under an existing credit facility. Both instruments will be sold privately to overseas investors.

On January 27, the FOMC held its first meeting of the year, and US lawmakers face a January 31 government funding deadline. During the final week of January, Bitcoin's volatility increased, trading in a $86,000–$93,000 band after retracing from its October 2025 peak near $126,000. Some investors are also evaluating Bitcoin Everlight, a transaction-layer system designed to operate without altering Bitcoin's core protocol.

Samson Mow, CEO of JAN3 and long‑time Bitcoin advocate, has aligned himself with an X user's forecast of an "Omega candle" that could raise BTC by $100,000. He maintains a longer‑term view that Bitcoin can reach $1,000,000, while author Robert Kiyosaki recently said selling part of his Bitcoin and gold holdings to buy a house was a big mistake and continues using real estate income to accumulate crypto.

Institutions increasingly treat Bitcoin volatility as manageable, with liquidity now the core execution risk. Market depth at 1% and refill dynamics, alongside intraday cycles, drive costs, while ETFs and stablecoins shape flows. With 30% drops near round numbers, timing and structure matter more than price swings.

Sygnum Bank has completed the seed phase of its Starboard Sygnum BTC Alpha Fund, raising over 750 BTC from professional and institutional investors in the first four months. The market-neutral arbitrage strategy targets yield in Bitcoin while preserving long-term BTC price exposure and delivered an annualised 8.9% net return in BTC in Q4 2025. The fund, launched in October 2025, offers monthly liquidity, institutional-grade infrastructure, and access to collateralised USD Lombard Loans for select clients.

In the fourth quarter of 2025, Swiss cryptocurrency banking group Sygnum reported that its market-neutral BTC Alpha Fund delivered an annualized return of 8.9%. Launched in October 2025, the fund attracted more than 750 Bitcoin from professional and institutional investors within four months and targets steady BTC-denominated yields through arbitrage and relative-value strategies on centralized exchanges.

On Jan. 26, Michael Saylor stated on X that MicroStrategy buys "real Bitcoin" and audits its custodians to avoid rehypothecation concerns. The comments followed the firm's disclosure that it had acquired 2,932 BTC for $264 million, lifting its total holdings to 712,647 BTC while critics questioned whether all coins are fully reserved.

On January 29, 2026, Tesla's 2025 Q4 financial report showed the company still holds 11,509 BTC, valued around $1 billion at recent prices. The filing also detailed a $2 billion investment into xAI and confirmed Model S and Model X production is resuming. The update highlights capital allocation across Bitcoin, AI, and core EVs.