Latest Market News & Updates Bitcoin

2026-01-26

Nvidia's $2B CoreWeave Investment Reshapes Bitcoin Mining Landscape

Nvidia has deepened its partnership with CoreWeave through a $2 billion investment, a move that is set to have significant implications for the bitcoin mining sector. This collaboration strengthens CoreWeave's AI infrastructure capabilities, potentially pressuring traditional bitcoin miners to pivot towards artificial intelligence operations to remain competitive. (source) This development signals a broader trend of resource reallocation within the mining industry. As AI becomes more lucrative, miners may increasingly diversify or switch away from bitcoin mining, potentially tightening BTC's hash rate and impacting network security. In the short term, this could introduce volatility, but over the long term, it may lead to greater consolidation and innovation in mining.

2026-01-26

US Crypto Market Structure Bill Delay Extends Regulatory Uncertainty

The anticipated market structure bill for cryptocurrencies in the US has been delayed, capping valuations and extending regulatory uncertainty for the sector. According to analysts at Benchmark, while the lack of legislation isn't stalling market participation, the ongoing ambiguity could paradoxically benefit bitcoin and its supporting infrastructure. (source) For the coin market, this delay maintains a climate where bitcoin's established status as a 'safer' crypto asset may attract inflows from investors wary of regulatory risks surrounding altcoins. Bitcoin's infrastructure could further solidify its dominance, even as the absence of clear rules continues to stifle broader crypto innovation in the US.

2026-01-26

Michael Saylor's Strategy Adds 2,932 Bitcoin Amid Market Sell-Off

Michael Saylor’s company, Strategy, purchased 2,932 BTC for $264 million during a recent market downturn, as disclosed in a Monday SEC filing. This acquisition boosts its total holdings to over 712,000 BTC, reaffirming Saylor's long-term bullish stance on bitcoin. (source) Such large-scale accumulation during a sell-off signals strong institutional conviction and can help stabilize market sentiment during periods of weakness. Strategy’s consistent accumulation provides a psychological floor for bitcoin’s price, potentially encouraging other large investors to follow suit and supporting the market through volatility.

2026-01-26

Strategy Slows Bitcoin Acquisition but Now Holds $62 Billion in BTC

Strategy, led by Michael Saylor, has slowed its pace of bitcoin accumulation, purchasing $264 million in BTC last week and bringing its total holdings to 712,647 BTC, valued at approximately $62 billion. (source) This deceleration in acquisitions may reflect changing market conditions or internal capital allocation strategies. While a slower pace could reduce immediate bullish pressure on bitcoin prices, the sheer size of Strategy’s holdings continues to represent a significant supply sink, reinforcing bitcoin’s narrative as a long-term institutional store of value.

2026-01-26

Bitcoin Lags Behind Gold as Yen Intervention Fears Pressure Risk Assets

Concerns over potential intervention in the Japanese yen have led to increased volatility across risk assets, with bitcoin underperforming gold as investors seek safer havens. This dynamic has contributed to recent market softness for bitcoin. (source) For the coin market, this highlights bitcoin's evolving role: while sometimes treated as 'digital gold,' it remains more volatile and susceptible to global macro shocks. Continued correlation with risk assets, rather than with traditional hedges like gold, may challenge bitcoin’s safe-haven narrative in the near term.

2026-01-26

US Winter Storm Disrupts Bitcoin Hash Rate, Markets Unfazed

A severe winter storm in the United States caused a temporary drop in bitcoin’s hash rate as mining operations in affected regions lost power. Despite academic concerns about geographic and pool concentration exacerbating infrastructure risks, the bitcoin market showed little immediate reaction to the disruption. (source) This episode underscores the resilience of the bitcoin network and market participants' confidence in its long-term security. However, it also highlights potential vulnerabilities in geographic mining concentration, which, if unaddressed, could pose systemic risks in the future.

2026-01-26

Bitcoin Faces Fourth Straight Monthly Loss, a Streak Not Seen Since 2018

Bitcoin is at risk of logging its fourth consecutive monthly decline, a sequence last observed in 2018. The ongoing downtrend coincides with the expiration of January options, which could trigger further short-term price volatility. (source) Such a prolonged losing streak may dent market confidence and attract additional selling pressure. However, historical patterns suggest that extended declines often precede significant reversals, making this a critical juncture for long-term investors to monitor.

2026-01-26

Bitcoin Rebounds from One-Month Low as Derivatives Markets Signal Stress

Bitcoin bounced back to $86,000 with the opening of CME futures after hitting a one-month low. Despite this rebound, derivative metrics indicate persistent near-term stress, as risk-off sentiment drives investors towards safe-haven assets like gold. (source) The divergence between spot and derivatives markets suggests that traders remain cautious, and any sustained recovery may require a shift in macro sentiment. Persistent risk aversion could limit upside potential for bitcoin in the immediate future.

2026-01-26

Bitcoin's 30% Drop After Yen Intervention: Pattern or Coincidence?

Historically, bitcoin has experienced sharp 30% declines following Japanese yen interventions, only to rebound by more than 100% afterward. With renewed discussions of intervention by Japanese authorities, traders are closely watching for a repeat of this pattern. (source) If history repeats, short-term volatility could give way to significant upside, attracting speculative capital. However, reliance on historical patterns should be tempered by evolving market structure and macroeconomic dynamics.

2026-01-26

Metaplanet Raises Revenue Forecast After Bitcoin Income Windfall

Metaplanet, a Japanese company with significant bitcoin holdings, has revised its full-year revenue forecast upward, now projecting over $100 million for FY2026. Notably, 97.5% of this revenue is expected to come from its Bitcoin Income Generation business. (source) This underscores the growing trend of corporates leveraging bitcoin as a core income stream. Such moves can boost market confidence in bitcoin’s institutional utility and may encourage similar strategies from other firms, supporting long-term demand.

2026-01-26

Crypto Funds See $1.7B Outflows, Led by Bitcoin and Ether

Crypto investment funds experienced outflows of $1.7 billion, the largest since November 2025. The withdrawals were primarily from bitcoin and ether, reflecting a bearish shift in investor sentiment, although altcoins like Solana saw some inflows. (source) Large outflows from bitcoin funds often signal broader market risk aversion and can amplify downward price pressure. However, selective inflows to altcoins suggest that investors are not abandoning crypto altogether, but rather reallocating within the sector.

2026-01-26

Key Bitcoin Price Levels Emerge as Downward Pressure Builds

Technical analysts have identified several critical support levels as bitcoin's price continues in a downtrend. These levels are being closely monitored as potential inflection points amid growing market pessimism. (source) A breach of these supports could trigger further selling, while successful defense may signal a local bottom. Such technical dynamics are particularly important during periods of heightened uncertainty, as traders seek to gauge sentiment shifts.

2026-01-26

Bitcoin Price 'Bottoming Phase' Nears End Amid Macro Instability

Recent analysis suggests that bitcoin is approaching the end of its 'bottoming phase,' influenced by persistent geopolitical tensions and macroeconomic instability. Investors are watching for signs of a sustainable reversal. (source) If confirmed, this could mark the beginning of a new accumulation cycle, with long-term buyers stepping in. Macro headwinds, however, may delay a full recovery, keeping price action choppy in the near term.

2026-01-26

Metaplanet Raises 2026 Outlook as Bitcoin Write-Down Tops $670M

Japanese bitcoin treasury company Metaplanet has raised its revenue and profit forecasts for 2025 and nearly doubled its projected sales for 2026, despite recording bitcoin write-downs exceeding $670 million. The firm continues to expand its BTC income and treasury management strategies. (source) This move highlights the resilience of corporate bitcoin strategies even amid volatility. The willingness to absorb large write-downs while increasing forward guidance may inspire confidence in bitcoin’s long-term utility for treasury management.

2026-01-26

Japan Plans Framework for Crypto ETFs by 2028

Japan's financial regulator is considering rule changes that would allow crypto assets to qualify for exchange-traded funds (ETFs) by 2028. This marks a potential shift in retail and institutional access to cryptocurrencies in a major Asian market. (source) Approval of crypto ETFs in Japan would significantly increase accessibility and legitimacy for bitcoin and other digital assets. Such a move could drive fresh inflows and help cement bitcoin’s status as a mainstream financial asset in the Asia-Pacific region.

2026-01-28 @coindesk

Strive clears Semler debt off books, buys more bitcoin after $225 million preferred stock sale. The SATA share offering was oversubscribed, raising more than initially targeted. #Bitcoin #CryptoNews

2026-01-28 @decryptmedia

Peter Thiel and Galaxy-backed Citrea are launching a mainnet and Treasury-backed stablecoin, aiming to turn idle bitcoin into a high-speed bank account for USD settlements. #Bitcoin #DeFi

2026-01-28 @TheBlock__

Top Bitcoin mining stocks rise as US winter storms lead to a hashrate decline. Miners who kept running saw increased profitability. #BitcoinMining

2026-01-28 @WuBlockchain

Bullish bitcoin traders are grabbing crash protection as $8.9B in BTC and ETH options are set to expire this Friday. #BitcoinOptions

2026-01-28 @glassnode

Long-term bitcoin holders are selling at the highest rate since August as BTC underperforms traditional markets. #Bitcoin #OnChain

2026-01-28 @Cointelegraph

Altcoins jump as the dollar slides, while bitcoin holds steady. Notable gains for HYPE, JTO, and Solana memecoin PIPPIN. #CryptoMarkets #Bitcoin

2026-01-28 @BloombergCrypto

Bitcoin ETF investors are watching the $86K break-even level closely as new US institutional interest emerges. #BitcoinETF

2026-01-28 @BTC_Archive

Bitcoin is eyeing $90K ahead of the FOMC meeting. Investors are watching Powell’s speech for clues on the next move. #Bitcoin #FOMC

2026-01-28 @cryptonews

BTC, ETH, and SOL move higher as markets await Fed decisions, major earnings, and react to a weaker dollar. #Bitcoin #CryptoMarkets

2026-01-28 @ForbesCrypto

China’s response to Trump tariffs is silently impacting bitcoin, with resilient exports and a tightly managed yuan affecting crypto markets. #Bitcoin #Macro

2026-01-28 @CryptoHayes

Arthur Hayes: A Fed move to backstop Japanese bonds could drive Japanese investors to sell US Treasuries and boost Bitcoin. #Bitcoin #Macro

2026-01-28 @KaikoData

USDC’s shrinking market cap among stablecoins poses a risk to bitcoin’s bounce and overall crypto market valuations. #Bitcoin #Stablecoins

2026-01-28 @BitcoinMagazine

Steak ‘n Shake adds $5M in Bitcoin to its reserve, citing 18% in-store sales growth attributed to bitcoin adoption. #Bitcoin #Adoption

2026-01-28 @PayPal

Nearly 40% of US merchants now accept crypto at checkout, with the strongest adoption in hospitality, travel, digital goods, and gaming. #Bitcoin #CryptoAdoption

2026-01-28 @DeribitExchange

$10.8B in Bitcoin options expire this week. Bears dominate but a BTC breakout above $90K could shift the momentum. #BitcoinOptions