Bitcoin has fallen below the $80,000 threshold, trading around $78,453 amid a partial U.S. government shutdown and uncertainty over the Federal Reserve’s future leadership. Prediction markets now show a 68% likelihood of Bitcoin dropping further to $69,000 as bearish sentiment surges. Analysts point to political and monetary policy concerns as key drivers of the current crypto market fragility.
about Bitcoin Dips Below $80K Amid Fed Uncertainty & Government ShutdownQCP Capital
4 posts last weekBitcoin Nears $90K, Ethereum Hits $3K Ahead of Fed Rate Decision
Cryptocurrency markets are holding steady gains as investors await the Federal Reserve’s first policy decision of the year. Bitcoin trades at $89,842 while Ethereum has reclaimed the $3,000 level, but the focus has shifted from the near-certain rate pause to Chair Jerome Powell’s commentary on a cooling labor market. Analysts warn that Powell’s tone could trigger significant volatility, transforming a neutral meeting into a market-moving event.
about Bitcoin Nears $90K, Ethereum Hits $3K Ahead of Fed Rate DecisionHayes: Fed Yen Intervention Could Fuel Bitcoin Rally
Former BitMEX CEO Arthur Hayes has proposed a provocative macro thesis: the U.S. Federal Reserve may soon be compelled to intervene directly in currency markets to support the Japanese yen and government bonds. In a detailed essay, Hayes argues this would constitute a form of covert money printing, with the newly created liquidity flowing directly into risk assets like Bitcoin and other cryptocurrencies, mechanically lifting their prices in fiat terms.
about Hayes: Fed Yen Intervention Could Fuel Bitcoin RallyBitcoin Faces Macro Test as Fed Decision, Oil Data Converge
Bitcoin’s sensitivity to traditional financial forces faces a critical examination as two major macroeconomic events—the Federal Reserve’s interest rate decision and U.S. crude oil inventory data—converge on Wednesday, January 28, 2026. Analysts have dubbed the day a ‘Super Wednesday,’ a pivotal moment that could recalibrate market-wide expectations for inflation and liquidity, directly influencing the near-term trajectory of the world’s largest cryptocurrency.
about Bitcoin Faces Macro Test as Fed Decision, Oil Data ConvergeBitcoin Bear Market Deepens Amid Risk-Off Sentiment
Bitcoin faces renewed selling pressure as analysts warn the crypto asset is not in a bull market and lower prices may still lie ahead. Market sentiment has turned defensive amid currency tensions and U.S. political uncertainty, raising the risk of a government shutdown. The downturn is seen as part of an intensifying crypto winter that could separate disciplined investors from speculators.
about Bitcoin Bear Market Deepens Amid Risk-Off SentimentGalaxy Launches $100M Crypto Hedge Fund Amid Market Volatility
Galaxy Digital, the crypto infrastructure firm founded by billionaire Mike Novogratz, is launching a $100 million hedge fund in the first quarter of 2026, adopting a hybrid strategy that blends crypto tokens with traditional financial services stocks. This strategic pivot comes as Bitcoin faces significant volatility, dropping 7.1% over the past week to trade around $88,375, amid geopolitical trade tensions and shifting market dynamics that challenge its role as a traditional hedge.
about Galaxy Launches $100M Crypto Hedge Fund Amid Market VolatilityBitcoin Surges Past $95K Amid ETF Inflows & Short Squeeze
Bitcoin’s decisive surge past $95,000 marks a fundamental shift in market structure, propelled by a powerful combination of institutional ETF demand and a massive liquidation of bearish bets. This rally, fueled by over $750 million in spot ETF inflows and a $600 million short squeeze, signals growing institutional conviction amid evolving U.S. regulatory clarity and a supportive macro backdrop, setting the stage for a potential push toward six-figure valuations.
about Bitcoin Surges Past $95K Amid ETF Inflows & Short SqueezeBitcoin Futures Turn Bullish After 3-Month Neutral Phase
Bitcoin derivatives markets have decisively shifted into a bullish regime for the first time since October, signaling a significant change in trader positioning and institutional sentiment. The breakout of a key positioning index, coupled with supportive macro conditions, suggests a renewed risk-on appetite could be fueling Bitcoin’s latest price surge towards $95,000.
about Bitcoin Futures Turn Bullish After 3-Month Neutral PhaseCrypto Funds See $454M Exodus as Fed Rate-Cut Hopes Dim
Digital asset investment products recorded a net outflow of $454 million last week, marking a sharp reversal from the strong inflows seen at the start of January. According to data from CoinShares, this shift was largely driven by growing investor skepticism that the Federal Reserve will cut interest rates in March, following stronger-than-expected macroeconomic data. While Bitcoin and Ethereum products bore the brunt of the selling, several altcoins like XRP and Solana defied the trend with significant capital inflows, highlighting a divergent market sentiment.
about Crypto Funds See $454M Exodus as Fed Rate-Cut Hopes DimBitcoin Nears $95K But Futures Show Limited Conviction
Bitcoin has rallied close to $95,000 in early 2026, marking its highest level in six weeks. However, analysts remain cautious as perpetual futures positioning remains flat and spot demand appears weak. Options markets show a more constructive shift, though much of the activity reflects short-covering rather than fresh directional bets.
about Bitcoin Nears $95K But Futures Show Limited ConvictionBitcoin Large-Holder Activity Surges 34x Amid Geopolitical Shifts
Bitcoin’s decisive breakout above $92,000 to start 2026 has been accompanied by a seismic shift in market participation, with the average size of Bitcoin deposits to Binance surging 34-fold since early 2024. This dramatic increase to 21.7 BTC per transaction signals a major return of large-holder speculation, which analysts link to geopolitical tremors from U.S. military action in Venezuela. However, the consensus outlook remains measured, projecting a volatile but range-bound Q1 2026 as over $3 billion in stablecoin capital sits on the sidelines and equity market risks loom.
about Bitcoin Large-Holder Activity Surges 34x Amid Geopolitical ShiftsBitcoin’s 5.7% Jump: Fake Breakout or Real Rally?
Bitcoin’s 5.7% leap on Tuesday, its fifth-best daily gain this year, has ignited a debate among analysts: is this the start of a sustained rally or a classic ‘fake breakout’? The price spike, which briefly pushed BTC above $93,000, coincided with a significant $58.5 million inflow into Bitcoin ETFs, led by BlackRock’s IBIT. However, the rally’s sustainability is clouded by technical warnings and intense market focus on the Federal Reserve’s impending interest rate decision, with traders now pricing in an 89% chance of a cut amid a backdrop of missing economic data.
about Bitcoin's 5.7% Jump: Fake Breakout or Real Rally?