According to @EricBalchunas, spot bitcoin ETFs saw approximately $1.2 billion in net inflows over the first two trading days of 2026, with flows broad-based across issuers as he noted 'everyone eating' (source: Eric Balchunas, X, Jan 6, 2026). According to @EricBalchunas, that early run rate implies an annualized pace of roughly $150 billion in net inflows if sustained (source: Eric Balchunas, X, Jan 6, 2026). According to @EricBalchunas, these products previously absorbed about $22 billion in tougher market conditions, highlighting resilient demand for BTC exposure via ETFs (source: Eric Balchunas, X, Jan 6, 2026).

According to @milesdeutscher, imminent CBDC rollouts and their ability to freeze wallets, expand surveillance, link to digital IDs, and enable programmable money could push users toward Bitcoin (BTC) as a hedge, creating a multi-year trading narrative for BTC demand, source: Miles Deutscher on X dated Jan 6, 2026. CBDC development is already advanced globally, with the Bank for International Settlements reporting that over 130 jurisdictions are exploring CBDCs and multiple live launches or pilots underway, supporting the premise of near-term rollouts, source: BIS CBDC surveys 2023–2024. Live or large-scale retail pilots include the Bahamas Sand Dollar, Nigeria eNaira, Jamaica JAM-DEX, China’s e-CNY pilots, India’s e-Rupee pilots, and the euro area’s digital euro preparation phase, indicating concrete policy momentum that markets can track, source: Central Bank of The Bahamas; Central Bank of Nigeria; Bank of Jamaica; People’s Bank of China; Reserve Bank of India; European Central Bank, 2020–2024. Central bank design papers confirm that features such as transaction rules, account-level limits, and programmable payments are technically feasible within CBDC architectures, aligning with the control capabilities highlighted by Deutscher, source: ECB digital euro investigation and preparation documents 2023–2024; BIS CBDC architecture reports 2020–2024. Deutscher contends these controls could erode trust in fiat money and catalyze incremental BTC adoption as an alternative store of value, framing a trading catalyst around CBDC policy milestones, source: Miles Deutscher on X dated Jan 6, 2026.

According to @CryptoMichNL, the BTC vs Gold ratio is starting an uptrend but remains unconfirmed until a higher high is established, which would validate the bullish divergence (source: @CryptoMichNL on X, Jan 4, 2026). According to @CryptoMichNL, broader markets also look strong, reinforcing the improving risk tone he observes (source: @CryptoMichNL on X, Jan 4, 2026). For traders, @CryptoMichNL indicates the key signal to watch is a higher high on the BTC/XAU ratio to confirm the bullish setup (source: @CryptoMichNL on X, Jan 4, 2026).

According to @CryptoMichNL, the BTC versus gold chart shows a substantial bullish divergence that could precede upside across the crypto market, indicating strengthening Bitcoin relative to gold, source: @CryptoMichNL on X, Jan 2, 2026. The author states this signal might lift the entire crypto industry and points to an update where he names assets he expects to perform best, linking to a YouTube video for details, source: @CryptoMichNL on X, Jan 2, 2026. For trading, this suggests watching the BTC/Gold ratio as a confirmation gauge for crypto momentum and preparing for potential sector-wide strength as indicated by the author, source: @CryptoMichNL on X, Jan 2, 2026.

According to @CryptoMichNL, the BTC/USD valuation versus gold is at its lowest level in multiple years, signaling a deep relative drawdown of BTC against XAU on a multi-year basis (source: @CryptoMichNL on X, Dec 29, 2025). He adds that commodities have had a strong year, contextualizing the BTC/XAU weakness within broader commodity outperformance (source: @CryptoMichNL on X, Dec 29, 2025). He relays that @MNFund_ expects a turnaround in risk appetite in 2026, highlighting a potential shift in market preference (source: @MNFund_ on X as cited by @CryptoMichNL, Dec 29, 2025). Based on this view, he asserts a relative-value thesis of Bitcoin taking over gold and Ethereum taking over silver, framing a crypto-over-precious-metals stance (source: @CryptoMichNL on X, Dec 29, 2025). For trading, the combination of a multi-year BTC/XAU low and the cited 2026 risk-on expectation points to monitoring BTC/XAU and ETH/XAG ratio trends and momentum for reversal confirmation (source: @CryptoMichNL on X, Dec 29, 2025; source: @MNFund_ on X as cited by @CryptoMichNL, Dec 29, 2025).

According to @BullTheoryio, Bitcoin (BTC) jumped 2,600 USD in the last four hours, triggering about 102 million USD in short liquidations, while the total crypto market cap added roughly 80 billion USD to reclaim 3 trillion USD; gold and silver fell as BTC pushed higher (source: @BullTheoryio on X, Dec 29, 2025). According to @BullTheoryio, this price acceleration alongside large liquidations points to a short-squeeze driven move and may mark early rotation from metals into crypto, a dynamic traders watch for momentum follow-through and BTC dominance shifts (source: @BullTheoryio on X, Dec 29, 2025).

According to @CryptoMichNL, it is time to sell silver and buy Bitcoin (BTC) and altcoins, as stated in his X post urging a rotation into crypto (source: https://twitter.com/CryptoMichNL/status/2005240077136375963). The recommendation references BullionStar reporting that gold and silver hit record highs with queues at its Singapore Bullion Centre and a video showing strong physical demand (source: https://x.com/BullionStar/status/2004491460843020716). This frames a metals-to-crypto rotation view advocated by @CryptoMichNL for traders assessing allocation shifts toward BTC and altcoins on strength in precious metals demand (source: https://twitter.com/CryptoMichNL/status/2005240077136375963).

According to @CryptoMichNL, BTC has been range-bound between $85K and $90K for multiple weeks, with $86K eyed as support and $90K flagged as the crucial breakout level for renewed upside momentum (source: @CryptoMichNL on X, Dec 24, 2025). He expects risk-off flows in commodities into the final trading day due to stretched upside, while a commodities peak and a Nasdaq push to a new ATH could align with a BTC surge as early as next week after Christmas (source: @CryptoMichNL on X, Dec 24, 2025). For traders, the focus is on holding $86K and monitoring a grind back toward $90K; a clean move above $90K is the key bullish trigger highlighted (source: @CryptoMichNL on X, Dec 24, 2025).

According to @MI_Algos, BTC remains in bear market conditions despite repeated pumps, and traders should expect elevated year-end volatility, source: @MI_Algos on X, Dec 22, 2025. According to @MI_Algos, a live BTC analysis will outline what to watch to distinguish a true bull market recovery from a bear market rally, with decisions grounded in data rather than speculation, source: @MI_Algos on X, Dec 22, 2025. According to @MI_Algos, the author will spend less time in front of screens over the holidays and intends to equip traders with clear, data-driven criteria via the broadcast to navigate upcoming volatility, source: @MI_Algos on X, Dec 22, 2025.

According to @Andre_Dragosch, oil and gold rose while Bitcoin (BTC) and the Nasdaq declined around a fresh geopolitical risk shock, signaling a near-term risk-off regime for crypto and equities (source: André Dragosch on X, Dec 17, 2025, https://twitter.com/Andre_Dragosch/status/2001419304827224155). He reports that across the top 20 geopolitical risk events since BTC’s inception, BTC averaged +64.6% by day 50 after the event with a +17.3% median, framing geopolitics as short-term bearish but medium-term bullish for BTC (source: André Dragosch on X, Dec 17, 2025, https://x.com/Andre_Dragosch/status/1933498166516891804). He advises planning for initial downside followed by potential medium-term upside consistent with this historical 50-day rebound pattern (source: André Dragosch on X, Dec 17, 2025, https://twitter.com/Andre_Dragosch/status/2001419304827224155; https://x.com/Andre_Dragosch/status/1933498166516891804).

According to the source, a new report says the Central African Republic’s crypto experiment is riddled with red flags, putting renewed focus on regulatory and liquidity risks for traders. The International Monetary Fund said in a June 2022 staff statement that CAR’s move into crypto raises major legal, transparency, and economic policy challenges, signaling elevated regulatory uncertainty for market participants. The Bank of Central African States said in May 2022, as reported by Reuters, that adopting Bitcoin conflicts with CEMAC monetary rules, highlighting potential enforceability issues for BTC transactions and fiat conversion in the region. The World Bank said in May 2022, as reported by Reuters, that it would not support CAR’s Sango crypto initiative and cited transparency concerns, implying limited institutional backing and constrained on and off-ramp development for SANGO and BTC flows. Taken together, the positions of the IMF and the World Bank indicate persistent friction for liquidity, banking integration, and cross-border settlements tied to CAR, which traders typically treat as headline risk rather than a direct driver of BTC order books.

According to Michaël van de Poppe (@CryptoMichNL), gold’s strong rally has pushed it into a crucial resistance area and signals a broader risk-off tone, implying mounting economic stress, source: Michaël van de Poppe (@CryptoMichNL), X, Dec 16, 2025. He expects gold to peak this month and start next year weak while Bitcoin (BTC) shows the opposite setup and could take the spotlight due to a recently observed inverse correlation between BTC and gold, source: Michaël van de Poppe (@CryptoMichNL), X, Dec 16, 2025. For trading levels, he flags a likely all-time-high liquidity sweep in gold this week amid multiple market events, and warns that a drop below $4,200 could trigger a long-side liquidation cascade given crowded longs, source: Michaël van de Poppe (@CryptoMichNL), X, Dec 16, 2025.

According to @CryptoMichNL, Bitcoin reversed the initial post-FOMC move and posted a clean breakout above $91.8K, indicating renewed bullish momentum, source: @CryptoMichNL on X. According to @CryptoMichNL, the current shift by the Fed increases the probability of a $100K BTC test in 2025, reinforcing a bullish trading bias, source: @CryptoMichNL on X. According to @CryptoMichNL, the early post-FOMC action was a trap, with the breakout confirming strength, source: @CryptoMichNL on X.

According to @simplykashif, about 230,000 BTC were removed from exchanges over the past year, reducing aggregate Bitcoin exchange balances from 3.16 million BTC to 2.93 million BTC (source: @simplykashif, Dec 10, 2025). According to @simplykashif, this equates to roughly a 7.3% year-over-year decline in reported BTC exchange reserves, a data point traders can note when monitoring liquidity conditions (source: @simplykashif, Dec 10, 2025).

According to @MI_Algos, BTC printed a daily close above the 21-Day SMA on Sunday, which helped fuel today’s bounce, but the broader trend remains bearish until weekly closes reclaim the 50-Week SMA and Weekly RSI closes above 41, indicating bear-market invalidation only after those triggers, source: @MI_Algos. The decisive line in the sand is the Yearly Open/Timescape level: holding above it provides a platform for recovery, while losing it convincingly opens the door to deeper downside and the psychological transition from hope to denial, source: @MI_Algos. Recent upside likely reflects typical pre–Fed decision positioning that squeezes shorts and traps late longs, so rallies should be treated as potential liquidity events until the weekly signals flip, source: @MI_Algos. If BTC drops back below the Yearly Open, the final local support is the active trend line; a breakdown risks a lower low and tests at Q2 2025 Timescape levels, with accelerated capitulation if those supports fail, source: @MI_Algos.

According to @FarsideUK, Grayscale’s US spot Bitcoin ETF (GBTC) recorded a net daily flow of $0 million on Dec 8, 2025, per Farside’s Bitcoin ETF flow tracker. Source: https://twitter.com/FarsideUK/status/1998174886670250400 and https://farside.co.uk/btc/ Per Farside’s stated net flow metric, a $0 million reading indicates creations matched redemptions, implying no net primary‑market buying or selling via GBTC for the session. Source: https://farside.co.uk/btc/ For trading impact, this registers as a neutral ETF‑driven signal from GBTC today, with traders able to reference Farside’s issuer‑level and aggregate US spot BTC ETF flows for broader market direction. Source: https://farside.co.uk/btc/

According to the source, Bitcoin (BTC) stayed volatile and failed to break above $94,000 before retreating to $91.3K, signaling a week defined by a tight trading range (source: Dec 8, 2025 social media post). The source reports GameFi tokens broadly underperformed over the week, reflecting risk-off flows within the sector (source: Dec 8, 2025 social media post). The source highlights Echelon Prime (PRIME) as a standout with an approximately 70% weekly gain, bucking sector weakness (source: Dec 8, 2025 social media post). The source also notes RealGo deployed on BNB Chain and Sony Bank intensified its gaming push, key updates tracked in the weekly GameFi roundup (source: Dec 8, 2025 social media post).

According to Binance, Day 1 of Binance Blockchain Week featured Michael Saylor advocating for Bitcoin (BTC) (source: Binance on X). Binance also stated that @heyibinance was announced as co-CEO (source: Binance on X). Binance reported a packed arena in Dubai (source: Binance on X). Binance said a CZ vs Schiff session is scheduled for tomorrow (source: Binance on X). Trading-wise, Binance’s updates highlight BTC-centric messaging and a leadership announcement as the key focal points (source: Binance on X).

According to @CryptoMichNL, Bitcoin (BTC) is forming a bottom that may take time to finalize, setting up a test of the $92,000 resistance later this month; source: @CryptoMichNL on X, Dec 1, 2025. He identifies prices below $90,000 as a massive opportunity to accumulate, highlighting a key buy zone for dip strategies; source: @CryptoMichNL on X, Dec 1, 2025. He expects Ethereum (ETH) to outperform the broader market once BTC completes its bottom and approaches $92,000, implying potential near-term ETH/BTC strength; source: @CryptoMichNL on X, Dec 1, 2025.

According to @WatcherGuru, $15.4 billion worth of Bitcoin (BTC) and Ethereum (ETH) options expire today (source: @WatcherGuru on X, Nov 28, 2025). Large crypto options expirations are associated with concentrated hedging flows and short-term volatility around settlement on major venues such as Deribit, so traders often monitor spot moves, liquidity, and perp funding near the expiry window (sources: Deribit Knowledge Base; CME Group options education).