According to Andre Dragosch, US spot Bitcoin ETFs purchased 12,682 BTC over the past five trading days, equivalent to roughly 5.6 times the new BTC supply, marking a clear comeback in ETF flows versus the prior 30 trading days (source: X post on Jan 6, 2026: https://x.com/Andre_Dragosch/status/2008538431719436426). He also states that in 2026 ETFs are expected to purchase more than 100% of new BTC issuance as institutional demand accelerates, implying a pervasive supply deficit (source: X post on Jan 6, 2026: https://x.com/Andre_Dragosch/status/2008538431719436426).

According to the source, a corporate buyer deployed $116 million into Bitcoin (BTC) to start 2026 while emphasizing that purchasing BTC is not its only priority this year (source). For traders, the source-backed evidence of continued corporate accumulation supports near-term spot demand, but the stated broader capital priorities suggest buy programs may be intermittent rather than constant, favoring tactical, range-focused strategies over assumptions of a persistent buywall (source). Any follow-on disclosures from the firm about timing or scope of additional purchases would be key catalysts for BTC volatility and liquidity conditions, per the source’s report (source).

According to @Andre_Dragosch, the monthly Bitcoin Macro Investor webinar with Matt Hougan and Bradley Duke will guide participants through the latest BTC chart analysis and share expectations for 2026; source: @Andre_Dragosch on X, Jan 5, 2026. Registration is available at bitwise.clickmeeting.com/bitcoin-macro-investor/register; source: @Andre_Dragosch on X, Jan 5, 2026.

According to the source, Bitcoin (BTC) broke above $92,000, marking a fresh breakout level that traders are focusing on for momentum and risk management. The source reports that whale activity increased following the move, signaling heightened large-size flows that could influence near-term liquidity and volatility. The source adds that analysts are tempering expectations for 2026 performance, indicating more conservative return assumptions versus the current momentum. For trading decisions, the source highlights the $92,000 area as a focal level and urges monitoring large on-chain transfers and exchange flows to assess follow-through.

According to @CNBC, Mizuho recommends buying the dip in Costco stock as 2026 begins, signaling a buy-the-dip strategy for COST, source: CNBC. The CNBC post did not disclose specific entry levels, price targets, or valuation metrics for COST, source: CNBC. No direct cryptocurrency market impact was cited in the CNBC update, source: CNBC.

According to @CoinMarketCap, Ether.fi CEO Mike Silagadze said Ethereum's 2026 growth will be driven by crypto-native neobanking products that combine yield, self-custody, and on-chain financial services; source: @CoinMarketCap on X, Jan 5, 2026. For traders, monitor adoption of ETH yield products, self-custody wallets, and usage of on-chain financial services as leading indicators of ETH market demand in 2026; source: @CoinMarketCap on X, Jan 5, 2026.

According to @CNBC, Loop Capital expects two semiconductor stocks that underperformed in 2025 to do well in 2026. @CNBC notes that the brief post does not disclose the tickers or any price targets in the excerpt, so traders should review the full CNBC report for the specific names, target prices, and catalysts cited by Loop Capital before taking positions. @CNBC does not mention any direct cryptocurrency market impact in the post.

According to @julian2kwan, tokenization will be indistinguishable from traditional assets by 2026, and the winners will be those that built scalable, compliant rails for real volume, real rules, and real capital (source: @julian2kwan on X, Jan 2, 2026). According to @julian2kwan, traders should prioritize RWA infrastructure and compliance-first platforms where throughput, regulatory readiness, and institutional demand can translate into on-chain liquidity and fee revenues (source: @julian2kwan on X, Jan 2, 2026). According to @julian2kwan, IxsFinance is positioned as ready, making it a name to monitor alongside metrics such as tokenized-asset transaction volume, licensing or approvals, and announced institutional capital commitments tied to these rails (source: @julian2kwan on X, Jan 2, 2026).

According to @QCompounding, Kelly Partners Group (KPG) is their highest-conviction pick for 2026. According to @QCompounding, the company operates as a network of accounting firms led by Brett Kelly. According to @QCompounding, KPG has doubled in size every three years since its IPO. Based on @QCompounding’s doubling-every-three-years claim, this implies roughly a 26 percent compound annual growth rate in size, a rate directly relevant for growth and momentum trading screens derived from the source. According to @QCompounding, the source does not mention any cryptocurrency exposure or blockchain-related catalysts, so crypto market impact is not specified in the source.

According to the source, BTC has declined about 20% since early November, while gold gained roughly 9% and the S&P 500 added around 1% over the same period. According to the source citing market intelligence firm Santiment, 2026 will offer opportunities for crypto to catch up following this relative underperformance.

According to CNBC, the S&P 500 is on a rare streak of high returns, prompting a look at what historical patterns may imply for 2026; source: CNBC. Historical data show that U.S. midterm election years have typically been the weakest of the four-year presidential cycle for the S&P 500, with elevated volatility and rebounds often concentrated later in the year, based on Stock Trader’s Almanac data summarized by Fidelity Investments; source: Fidelity Investments. Research from the International Monetary Fund finds that crypto assets have moved more in sync with U.S. equities since 2020 (the BTC–S&P 500 return correlation rose to roughly 0.36 in 2020–2021 from near zero pre-pandemic), indicating that shifts in the S&P 500 trend in 2026 can materially influence BTC and ETH performance; source: International Monetary Fund.

According to @julian2kwan, tokenization will only scale when four core market infrastructures are proven under real conditions: stress-resilient custody, regulation that survives scrutiny, reporting and reconciliation that withstand high volumes, and settlement rails that function on bad days as well as good ones, source: https://x.com/julian2kwan/status/2006397552380227748. He states that institutional pressure is shifting focus from narratives to concrete questions about where systems fail at scale, who carries responsibility, and how issues are resolved when things go wrong, source: https://x.com/julian2kwan/status/2006397552380227748. He forecasts 2026 as the point when the gap between talk and infrastructure starts costing money, marking a quieter but real phase for tokenization, source: https://x.com/julian2kwan/status/2006397552380227748. He adds that this phase is what IXS was designed to address, source: https://x.com/julian2kwan/status/2006397552380227748.

According to @CryptoMichNL, market sentiment is broadly bearish on Bitcoin even as BTC trades near $88K, highlighting a divergence between price level and crowd mood (Source: @CryptoMichNL on X, Dec 31, 2025). He notes BTC was around $16K a few years ago and was labeled dead by critics, framing a cyclical context for current sentiment (Source: @CryptoMichNL on X, Dec 31, 2025). He adds that the present phase is comparable to the 2022 stage, positioning the discussion around cycle-based expectations (Source: @CryptoMichNL on X, Dec 31, 2025). He and Dan Held cover the 2026 outlook and the Bitcoin 4-year cycle on the New Era Finance Podcast, with the episode available on YouTube, Spotify, and Apple Podcasts (Source: @CryptoMichNL on X, Dec 31, 2025; New Era Finance Podcast on X, Dec 31, 2025). The podcast teaser also says many turned bearish at six figures, underscoring sentiment shifts at cycle highs that traders may monitor for context (Source: New Era Finance Podcast on X, Dec 31, 2025).

According to @CryptoMichNL, BTCUSD versus Gold has printed a valid bullish divergence on the daily timeframe, indicating improving BTC relative momentum against gold. Source: @CryptoMichNL on X, Dec 31, 2025. According to @CryptoMichNL, traders should note the signal is on the BTC-to-Gold ratio rather than spot BTC alone, making relative strength and pair-trade assessments more relevant as the setup develops into 2026. Source: @CryptoMichNL on X, Dec 31, 2025. According to the CMT Association, bullish divergence is generally interpreted as a potential shift toward upside performance after weakening downside momentum, which traders often seek to confirm via subsequent higher highs or momentum breakouts on the ratio. Source: CMT Association, Technical Analysis Body of Knowledge.

According to @CNBC, Zoom (ZM) is positioned for a strong 2026 and a defined-risk options trade is highlighted that allows traders to participate in gains while limiting losses, signaling a bullish yet controlled exposure to ZM into next year (source: CNBC post dated Dec 31, 2025). According to IMF research, periods of stronger tech equity risk appetite have shown higher correlation with crypto performance, so constructive ZM sentiment can be monitored as a risk-on cue for BTC and ETH if it reflects broader growth-tech momentum (source: IMF analysis on rising crypto–equity correlations, 2022).

According to @CNBC, Alphabet (GOOGL, GOOG) was the big AI winner of the year, highlighting the company’s prominence among AI-linked megacap stocks for traders tracking momentum and sector leadership. Source: @CNBC. According to @CNBC, the report explains how Alphabet’s stock could also have a great 2026, flagging a constructive forward outlook that market participants may evaluate when positioning around AI equity exposure. Source: @CNBC.

According to @bobbyong, launchpads had a down year in 2025 with limited rewards despite significant effort invested to track them on GeckoTerminal, signaling subdued IDO platform activity and weak altcoin performance; source: @bobbyong on X, Dec 30, 2025. According to @bobbyong, he hopes launchpads make a comeback in 2026 and for altcoins to start pumping again, highlighting current risk-off sentiment in the launchpad and altcoin segments; source: @bobbyong on X, Dec 30, 2025.

According to @CNBC, a fresh screen highlights the most overbought S&P 500 stocks as 2026 approaches, indicating stretched momentum conditions into year-end. According to the CFA Institute, overbought is commonly defined using momentum oscillators such as the Relative Strength Index (RSI) above 70, a level traders use to gauge mean-reversion risk and adjust risk management. According to Investopedia, a widely watched trigger is when RSI falls back below 70 after an overbought reading, which many traders use to time profit-taking or initiate hedges. According to the IMF, U.S. equities and Bitcoin have exhibited periods of positive return correlation since 2020, so reversals in overbought equity leaders can coincide with volatility in BTC and ETH during such regimes. According to Cboe, the VIX reflects the S&P 500’s 30-day implied volatility, and a rising VIX alongside overbought conditions is monitored as a near-term drawdown risk signal across risk assets.

According to @CoinMarketCap, analyst Benjamin Cowen told Bankless that any Ethereum ETH rally to new all-time highs in 2026 could be a bull trap, with a sharp pullback toward 2000 potentially following a major price surge, source: CoinMarketCap on X, Dec 26, 2025; Bankless interview.

According to @MRRydon, frontier language models now sustain about five hours of independent task execution at roughly 50% success, shifting AI from short prompts to full work sessions and making duration a more trading-relevant metric than marginal accuracy gains, source: @MRRydon. He adds that the doubling time for task duration has compressed from about seven months historically to nearer four months recently, signaling a steepening exponential curve, source: @MRRydon. He argues that if this trajectory persists, agents will soon handle full-day problem ownership with continuous research loops and end-to-end software build-test-deploy cycles that many market participants are not yet pricing, source: @MRRydon. For crypto and AI-equity traders, the core signal to monitor is time-to-autonomy moving from minutes to hours to full-day runs as a leading indicator of automation-driven productivity shocks and narrative momentum, derived from the timeline compression he highlights, source: @MRRydon. He frames 2026 not as a discrete breakthrough but as the curve continuing its current pace, an inflection that becomes obvious only in hindsight, reinforcing urgency in positioning before the final doubling, source: @MRRydon.