According to @CoinMarketCap, Bitcoin (BTC) closed 2025 below its opening price, the first time a post-halving year has finished down, raising questions about the four-year halving cycle, source: @CoinMarketCap on X, Jan 1, 2026. This confirms a break from the historical pattern seen in prior post-halving years and provides a new data point traders must incorporate into seasonality and cycle-based models, source: @CoinMarketCap on X, Jan 1, 2026.

According to @glassnode, the 30-day simple moving average of net flows for both BTC and ETH ETFs has been negative since early November and remains negative, source: @glassnode. This persistence indicates no renewed demand and reflects muted participation and partial disengagement by institutional allocators, source: @glassnode. The pattern reinforces a broader liquidity contraction across the crypto market, source: @glassnode.

According to @WatcherGuru, Robinhood is giving away $1,500,000 worth of Bitcoin for the New Year, as posted on Jan 1, 2026 on X (source: Watcher.Guru on X, Jan 1, 2026). The post does not specify eligibility, distribution mechanics, timing, or an official Robinhood announcement link, leaving the terms unconfirmed for traders (source: Watcher.Guru on X, Jan 1, 2026). In terms of market impact, $1.5M is negligible versus BTC’s multi‑billion‑dollar 24h spot volumes observed across major exchanges in 2024, implying minimal direct price effect from this promotion alone (source: CoinMarketCap BTC 24h volume data, 2024). Traders should monitor Robinhood’s official newsroom and @RobinhoodApp for confirmation and terms that could influence on‑platform engagement and order flow around the promotion window (source: Robinhood official channels).

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 the source, U.S. Congressman Warren Davidson said Bitcoin’s promise is a permission-less, peer-to-peer payment system rather than an illiquid inflating asset. Source: Warren Davidson on X, Dec 31, 2025. He added that with Bitcoin, no third party should be able to condition access to your money and users can move funds freely across the network. Source: Warren Davidson on X, Dec 31, 2025. For traders, the post emphasizes Bitcoin’s payments-use-case narrative instead of a store-of-value framing, and it does not announce any new policy or legislation. Source: Warren Davidson on X, Dec 31, 2025.

According to @KobeissiLetter, MicroStrategy MSTR set a new 52-week low at 153.52 and is down nearly 50 percent in 2025, source: @KobeissiLetter. MicroStrategy adopted Bitcoin as its primary treasury reserve asset and discloses its equity is materially affected by Bitcoin price volatility, making MSTR a commonly used BTC proxy among traders, source: MicroStrategy press release August 11 2020 and MicroStrategy 2023 Form 10-K risk factors. Academic research documents that momentum strategies respond to price trends and that 52-week reference prices are widely used in trading, underscoring the relevance of a 52-week low break as a technical signal, source: Jegadeesh and Titman 1993 and George and Hwang 2004. For crypto market context, Bitcoin price moves and spot ETF flows are tracked when assessing MSTR because the company highlights BTC price sensitivity and US spot Bitcoin ETFs were approved in 2024, source: MicroStrategy 2023 Form 10-K risk factors and US SEC order January 10 2024.

According to Dan Held, he reiterated a long-term bullish view on Bitcoin (BTC), voiced excitement about the next 10 years, and noted that the Bitcoin selloff continues while urging HODL on Dec 31, 2025. Source: https://twitter.com/danheld/status/2006364731674923161 Source: https://x.com/danheld/status/555161001876676608 For traders, this serves as a sentiment signal of continued long-hold conviction during drawdowns rather than price guidance. Source: https://twitter.com/danheld/status/2006364731674923161

According to @simplykashif, Santiment data shows retail Bitcoin wallets increased BTC holdings by 3.31% since July, while whale wallets added only 0.36% (Santiment via @simplykashif). Traders tracking on-chain supply distribution can note that retail accumulation has outpaced whales over this period based on the same dataset (Santiment via @simplykashif).

According to @simplykashif, the number of countries holding Bitcoin rose from 2 in 2016 to 20 in 2025, a 10x increase, source: @simplykashif. For traders, this reported rise in sovereign Bitcoin holders is an adoption signal to factor into BTC positioning and headline-risk monitoring, with the count itself serving as a catalyst metric, source: @simplykashif.

According to @MI_Algos, Trend Precognition printed a new up signal on the BTC daily chart, indicating bulls have momentum to challenge for a green Yearly candle close, source: @MI_Algos. The source cautions that strong resistance at the 50-Day SMA and stacked ask liquidity near $92,000 could cap upside before the close, so a full move to the Yearly Open Timescape Level is not guaranteed, source: @MI_Algos. The source also notes the potential for a test of the 50-Week SMA in the next couple of weeks, which traders may treat as a pivotal trend gauge, source: @MI_Algos. Into the close, the source is watching for new macro signals from Trend Precognition and monitoring order book and order flow dynamics for directional clues, source: @MI_Algos.

According to @santimentfeed, Ethereum (ETH) remains significantly stronger than Bitcoin (BTC) on a relative basis since early April, signaling ongoing ETH/BTC momentum for relative-value setups, per @santimentfeed. The post credits @Sykodelic_ for calling the move and points to a KOL leaderboard ranking signal accuracy that traders can consult to assess social alpha sources, according to @santimentfeed.

According to @simplykashif, Bitcoin long-term holders have stopped selling BTC for the first time since July, indicating a pause in distribution from the LTH cohort; source: @simplykashif, Twitter post on 2025-12-30 https://twitter.com/simplykashif/status/2005974896279707952. For traders, a halt in LTH selling points to reduced immediate sell-side flow from that group, a context that can support stronger bid absorption on spot venues and affect BTC liquidity during volatility; source: @simplykashif, Twitter post on 2025-12-30 https://twitter.com/simplykashif/status/2005974896279707952. Key confirmations to monitor include old-coin exchange inflows, spot vs perpetual basis, and order book supply density above recent highs to validate reduced distribution; source: @simplykashif, Twitter post on 2025-12-30 https://twitter.com/simplykashif/status/2005974896279707952.

According to @Andre_Dragosch, Bitcoin has lagged supportive macro pricing due to coin-specific headwinds, and once these idiosyncratic pressures subside BTC should start to catch up, source: @Andre_Dragosch on X, Dec 30, 2025. He adds that BTC is effectively pricing in a recession that he believes will probably not materialize in 2026, which he frames as supportive for a catch-up move when headwinds ease, source: @Andre_Dragosch on X, Dec 30, 2025. Trading takeaway: monitor signs of coin-specific headwinds fading as a potential trigger for BTC relative strength to align with positive macro pricing, source: @Andre_Dragosch on X, Dec 30, 2025.

According to André Dragosch, BTC’s recent performance has not been driven by macro factors, with the majority of the downside attributed to coin-specific long-term holder selling, source: André Dragosch on X, Dec 30, 2025. This LTH distribution helps explain the divergence between Bitcoin and major assets like the Magnificent 7 equities and Gold, which are pricing a benign macro backdrop, source: André Dragosch on X, Dec 30, 2025. For trading decisions, the source indicates coin-specific flow dynamics are more relevant than macro prints in the near term when assessing BTC direction, source: André Dragosch on X, Dec 30, 2025.

According to @CryptoMichNL, Bitcoin BTC has been repeatedly rejected when it trades north of 88k, with each attempt pushed back into the established range (source: @CryptoMichNL). He states the market has stayed range-bound for multiple weeks, highlighting 88k as a key resistance level to monitor for confirmation (source: @CryptoMichNL). He advises waiting on the sidelines, noting that a big move is on the horizon once the range resolves (source: @CryptoMichNL).

According to @CoinMarketCap, Michael Saylor's strategy resumed Bitcoin accumulation last week, purchasing 1,229 BTC for $108.8 million and bringing total holdings to 672,497 BTC worth approximately $58.7 billion (source: @CoinMarketCap). For traders, renewed whale accumulation signals sustained spot demand and potential supply absorption in BTC order books based on the reported flows and holdings data (source: @CoinMarketCap).

According to @CryptoKing4Ever, Bitcoin just triggered a two-year MVRV Z Score oversold reading, which the source states has occurred only six times in BTC history (source: @CryptoKing4Ever). According to @CryptoKing4Ever, this indicates the average holder is carrying deep unrealized losses (source: @CryptoKing4Ever). According to @CryptoKing4Ever, BTC is now more undervalued by this metric than during the 2022 FTX crash (source: @CryptoKing4Ever).

According to @Andre_Dragosch, citing an X post by Simon Gerovich on Dec 30, 2025, Metaplanet acquired 4,279 BTC in Q4 2025 for USD 451.06 million at approximately USD 105,412 per BTC (source: X post by Simon Gerovich, Dec 30, 2025; source: X post by @Andre_Dragosch, Dec 30, 2025). As of Dec 30, 2025, the company reports holdings of 35,102 BTC acquired for about USD 3.78 billion at an average cost of USD 107,606 per BTC (source: X post by Simon Gerovich, Dec 30, 2025). The post also states a 568.2% BTC Yield year-to-date in 2025 and references tickers MTPLF and MPJPY for equity tracking (source: X post by Simon Gerovich, Dec 30, 2025). The Q4 average purchase price of USD 105,412 versus the portfolio average cost of USD 107,606 provides disclosed cost-basis levels relevant to BTC and MTPLF/MPJPY positioning analysis (source: X post by Simon Gerovich, Dec 30, 2025).

According to the source, Metaplanet purchased an additional 4,279 BTC for $375 million, bringing reported holdings to 35,102 BTC valued at $3 billion (source: X post, Dec 30, 2025). The stated dollar amounts imply an approximate per-BTC valuation of about $87,600 for the new tranche and roughly $85,500 for the total holdings (source: X post, Dec 30, 2025). The post provides no details on execution venue, average fill, or whether the purchase was OTC versus on-exchange, which are important for assessing near-term order-book impact and liquidity (source: X post, Dec 30, 2025).

According to @AltcoinDaily, Mark Moss stated that Bitcoin could reach $1,000,000 per BTC by 2030 in a Dec 29, 2025 post on X, flagging a long-term bullish price target for market participants; source: @AltcoinDaily on X. Relative to Bitcoin’s March 2024 all-time high near $73,798, that target implies roughly a 13.5x move if achieved; source: CoinMarketCap BTC historical data, March 2024. Traders can contextualize the call against Bitcoin’s fixed 21 million supply and the post-April 2024 halving that reduced issuance to 3.125 BTC per block, which mechanically limits new supply; sources: Bitcoin.org FAQ and Bitcoin Wiki Halving.