Ethereum draws BlackRock, JPMorgan and Revolut as tokenized assets surpass $1B TVL on L2s and mainnet inflows push ETH to $2415.

BlackRock completes $5B tax-deferred bitcoin ETF swaps now available from $1M minimum as Robbie Mitchnick highlights custody risks driving institutional flows.

Bitwise CIO Matt Hougan hosts free Bitcoin webinar on institutional flows, RWAs and macro signals with current BTC at $79322.54.

Hedge funds prepare major entry into prediction markets, CNBC reports, boosting institutional flows and BTC-linked event contracts.

Franklin Templeton calls agentic AI crypto's killer use case, accelerating institutional flows into Bitcoin and blockchain networks.

Cathie Wood highlights capital outflows boosting Bitcoin as AI diverts institutional flows, with BTC at $60412.93 on 4h charts showing bearish EMA structure.

Riot Platforms deposits 500 BTC ($29.82M) into NYDIG Custody as BTC trades at $60047.66 with bearish EMA structure on 4h chart.

BlackRock records 537 BTC ($33.18M) net inflow, halting outflows and raising local bottom questions for BTC price prediction amid institutional crypto flows.

Glassnode Strategy Watch #4 tracks institutional capital flows into crypto assets with fund returns and allocator shifts data.

Ark Bitcoin ETF records $117.9 million daily inflow amid surging BTC price prediction trends, signaling strong crypto market inflows in 2026.

According to Binance Research, their latest analysis reveals that while oil price shocks may amplify Bitcoin's (BTC) short-term volatility, they do not reliably dictate its directional trends. Instead, Bitcoin remains influenced by institutional flows and crypto-native factors. This research highlights the limited effect of crude oil as a macro-economic risk factor for BTC, emphasizing its resilience amid global commodity price movements.

According to Charles Edwards, a recent webinar explored Bitcoin's current positioning, its macroeconomic outlook, and the critical factors influencing its next moves. The discussion highlighted the impact of ETF and institutional flows, the role of macro liquidity and gold price dynamics, and the potential risks posed by quantum computing to Bitcoin (BTC). Key insights were provided on how these elements could shape Bitcoin's future trajectory.

According to André Dragosch, the latest Crypto Market Compass report highlights a consolidating crypto market characterized by rising uncertainty. Bitcoin is identified as undervalued, with market sentiment described as neutral to bearish. Additionally, institutional investment flows remain subdued, indicating cautious investor behavior. These insights suggest a challenging environment for traders navigating current market conditions.

According to @Andre_Dragosch, the latest BTC drawdown was primarily caused by a deceleration in institutional demand rather than deteriorating liquidity, long-term holder selling, the end of the halving cycle, or quantum risk; source: Andre Dragosch on X, Jan 12, 2026. He highlights a view from Bradley Duke that BTC prices could recover as net institutional demand returns, positioning flows as the dominant near-term driver of price action; source: Bradley Duke on X, Jan 12, 2026. For trading, this shifts the focus to tracking institutional demand and waiting for evidence of reacceleration in net institutional flows before adding BTC risk exposure in portfolios; source: Andre Dragosch on X, Jan 12, 2026.

According to @lookonchain, BlackRock deposited 3,743 BTC valued at 339.45M and 7,204 ETH valued at 22.42M to Coinbase Prime on Jan 12, 2026, totaling approximately 361.87M in crypto flows to the venue, source: Lookonchain. Arkham Intelligence labels the sending entity cluster as BlackRock and traces the transfers to Coinbase Prime infrastructure, source: Arkham Intelligence. Coinbase Prime is an institutional execution and custody platform used by large market participants for trading and settlement, placing these assets within an institutional trading environment, source: Coinbase Institutional. BlackRock lists Coinbase Custody as custodian for its spot BTC and ETH ETFs, underscoring operational ties to Coinbase infrastructure, source: iShares. Historically, rising exchange inflows are monitored as a potential signal of increased sell-side liquidity and short-term volatility on the receiving venue, source: Binance Academy.

According to @OnchainLens, BlackRock withdrew 3,040 BTC valued at about $277.7M and 61,359 ETH valued at about $193.23M over the past 8 hours, with the transfers visible under Arkham Intelligence’s BlackRock entity labels. Source: Onchain Lens; Arkham Intelligence. The combined on-chain transfer value is approximately $470.93M based on the USD figures reported alongside the amounts. Source: Onchain Lens. The involved wallets are labeled to BlackRock on Arkham’s explorer, allowing traders to verify the transactions and evaluate potential effects on spot liquidity and exchange balances. Source: Arkham Intelligence. On-chain records and entity labels show the movement of funds but do not disclose custody venue or transaction intent. Source: Arkham Intelligence.

According to @EricBalchunas, the real trading signal in crypto comes from how capital, regulation, and market structure evolve beneath headline prices, not from hype cycles (source: @EricBalchunas on X, Jan 4, 2026). He highlights James Seyffart of Bloomberg Intelligence for data-driven coverage of spot ETF dynamics, issuer behavior, and regulatory shifts that shape adoption and liquidity in digital assets (source: @EricBalchunas on X, Jan 4, 2026). For BTC and ETH, this framework directs traders to focus on institutional flows and ETF market structure as primary drivers of market moves beyond short-term price action (source: @EricBalchunas on X, Jan 4, 2026).

According to @OnchainLens, BlackRock deposited 1,134 BTC valued at approximately $101.37 million and 7,255 ETH valued at approximately $22.1 million into Coinbase-linked addresses, with the source indicating more deposits may follow. Source: https://twitter.com/OnchainLens/status/2007053259568275753 The movements and wallet labels can be independently verified on Arkham Intelligence’s BlackRock entity page, which shows inbound BTC and ETH transfers to Coinbase-labeled wallets. Source: https://intel.arkm.com/explorer/entity/blackrock For context, Coinbase Custody is listed as custodian for BlackRock’s iShares Bitcoin Trust (IBIT) and its iShares Ethereum Trust, so some Coinbase-directed flows may reflect custody operations rather than immediate exchange selling. Sources: SEC EDGAR iShares Bitcoin Trust prospectus (edgar.sec.gov), iShares Ethereum Trust S-1 (edgar.sec.gov), and BlackRock iShares disclosures (ishares.com).

According to @OnchainDataNerd, roughly 10 hours ago a 21Shares ETP fund deposited its last 8,900 AAVE (about $1.34M) to a Coinbase Prime address, indicating a material token transfer to an exchange-linked venue (source: @OnchainDataNerd on X, Dec 30, 2025). Arkham Intelligence labels the entity as 21Shares and shows the Coinbase Prime destination address for the transfer, corroborating the wallet attribution (source: Arkham Intelligence, 21shares entity explorer). Coinbase Prime is Coinbase’s institutional custody and execution platform, meaning the assets are now positioned on an institutional trading venue or custody environment (source: Coinbase Institutional documentation). On-chain analytics commonly track exchange inflows as a short-term sell-side liquidity indicator, so traders may monitor AAVE net exchange flows and Coinbase order book depth for near-term liquidity shifts following this deposit (source: CryptoQuant, Exchange Inflows metric overview).

According to @lookonchain, BlackRock deposited 2,292 BTC ($199.8M) and 9,976 ETH ($29.23M) to Coinbase Prime; the transfers are shown under a BlackRock-labeled entity on Arkham Intelligence (source: https://twitter.com/lookonchain/status/2003798297488842829; source: https://intel.arkm.com/explorer/entity/blackrock). Coinbase Prime is Coinbase’s institutional trading and custody platform, meaning assets moved there are available for institutional execution and settlement on Coinbase infrastructure (source: https://www.coinbase.com/prime). The combined value is about $229M based on the figures reported by @lookonchain, a scale that traders often track for near-term liquidity considerations on BTC and ETH markets (source: https://twitter.com/lookonchain/status/2003798297488842829).