Amid market woes, Bitcoin bulls rotate from cash-and-carry trades into long-term ETF bets

Large investors are unwinding Bitcoin cash-and-carry arbitrage as ETF inflows rise, CME basis compresses, and low volatility pushes them into stickier long exposure. Summary SoSoValue data shows U.S.-listed spot Bitcoin ETFs flipping back to net inflows in January after December redemptions.​ The CME futures–ETF basis has narrowed toward transaction and funding costs, killing cash-and-carry yields and prompting arbitrage funds to exit.​ Bitfinex and Volmex data highlight multi-month lows in 30-day implied BTC volatility, favoring long-horizon “sticky” ETF holders over short-term basis traders.​​ Large institutional investors are reducing arbitrage positions in…

Bitcoin price forms bearish setup as US-EU trade war leads to $864M in crypto liquidations

Bitcoin and other major cryptocurrencies fell today as investors’ fears of a potential trade war between the United States and the EU triggered over $864 million in liquidations across the crypto market. Summary Bitcoin price fell down 3% to $92,284 on Monday morning. Escalating trade tension between the U.S. and the EU sparked massive long liquidations across the crypto market. Bitcoin price is drawing closer to a key support level. According to data from crypto.news, the Bitcoin (BTC) price fell sharply from $95,419 to $92,284 during early Asian hours on…

Ark’s Cathie Wood: Bitcoin’s Calm Is Misread as ‘Coiled Spring’ Economy Prepares to Snap

Bitcoin’s stagnant price obscures a deep repricing underway as structural supply constraints collide with a looming productivity boom, positioning the cryptocurrency to absorb outsized wealth creation, according to ARK Invest CEO Cathie Wood. Bitcoin’s Flat Price Masks a Massive Repricing, Says ARK’s Cathie Wood Market narratives often misread consolidation as weakness, but ARK Invest CEO […] Original

Bitcoin’s Four-Year Cycle Isn’t Dead — Research Reveals Bear, Gradual Decline Ahead

Bitcoin’s latest slump is challenging long-held cycle assumptions as miner stress, ETF-driven market shifts, and macro headwinds reshape price behavior, raising fresh questions about volatility, timing, and what this phase means for crypto’s broader trajectory, Canary Capital says. Early Downturn Tests Assumptions as Bitcoin Cycle Holds Global crypto markets are reassessing bitcoin’s cycle dynamics as […] Original

Blockchain Sleuth Spots Gamestop Shifting 100 Bitcoin to Coinbase Prime

According to onchain analyst Sani, Gamestop—the specialty retailer known for video games, consumer electronics, and gaming merch—moved 100 BTC, valued at roughly $9.5 million, over to Coinbase Prime, the crypto heavyweight’s brokerage arm. Reportedly, Gamestop shifted 100 BTC to Coinbase Prime on Jan. 17, 2026. The move was flagged by Sani, the onchain analyst who […] Original

Bitcoin ETFs Pull $1.42B Weekly, Ethereum Adds $479M

U.S. spot Bitcoin ETFs recorded $1.42 billion in net inflows during the trading week of January 12-16, 2026. Summary Bitcoin spot ETFs attracted $1.42B in weekly inflows, reversing prior losses. BlackRock’s IBIT captured 73% of Bitcoin ETF inflows during the week. Ethereum ETFs added $479M, led by ETHA with nearly half of flows. BlackRock’s IBIT led the category with $1.035 billion in allocations, accounting for 73% of total weekly inflows across all Bitcoin ETF products. Spot Ethereum ETFs posted $479.04 million in net inflows over the same period. BlackRock’s ETHA…

Battle at $95K: Can Bitcoin Bulls Hold the Line?

With bitcoin priced at $95,101 on Sunday, its market cap holding strong at $1.89 trillion, and a 24-hour trading volume humming at $19.02 billion, traders are watching a tight intraday range between $94,869 and $95,543 like hawks. The mood? Restless. The charts are calling out indecision with the subtlety of a marching band. Bitcoin Chart […] Original