Bitcoin dips below $92K as ETF inflows slow and altcoins bleed
The recent market volatility highlights the fragility of crypto investor sentiment and the critical role of ETF inflows in sustaining momentum.
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After kicking off 2026 with strength, crypto markets are already back on edge. Bitcoin briefly climbed to nearly $95K on Monday, buoyed by fresh ETF inflows and investor enthusiasm for the new year. But that enthusiasm didn’t last. By Wednesday, BTC had fallen over 3% from its highs, dragging major altcoins down with it.
Despite the dip, Bitcoin continues to defend the psychological $90K level—barely. Analysts say the $93.5K zone, marking 2025’s yearly open, remains a more important threshold for confirming upward momentum.
Meanwhile, ETF data shows inflows are slowing down again after a $1B surge to start the year. Whether this week’s rally was a real trend shift or just a temporary pop from fresh January allocations is the question traders are now asking.
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Bitcoin slips from $95K highs as ETF inflows stall
Bitcoin’s climb to $94.8K earlier this week looked strong, fueled by over $1 billion in ETF inflows between Friday and Monday. But by midweek, sellers returned, pushing BTC back toward $90K. Analysts note that while $90K is a key psychological level, reclaiming the 2025 yearly open at $93.5K is critical to validate a durable uptrend. So far, Bitcoin hasn’t managed to retake that level since losing it in mid-November.
Some believe the bounce was more about new-year positioning than a strong conviction shift. Wednesday saw $243 million in ETF outflows, undercutting the week’s bullish start. Ethereum dropped 4% back to $3.1K, Solana matched that loss to $136, and XRP took the worst hit among majors, falling 8% to $2.22.
Strategy surges as MSCI puts DAT exclusion on hold
MSCI has announced that it will not immediately exclude Digital Asset Treasuries (DATs) from its indexes, a relief for Strategy and other crypto-heavy stocks. Strategy maintained its post-market momentum from Tuesday, trading 4% higher on Wednesday and holding that gain throughout the session, even as Bitcoin slipped.
The decision follows months of uncertainty. In October, MSCI proposed excluding firms with 50%+ digital assets on their balance sheets, citing similarities to passive investment funds. JPMorgan previously warned that Strategy could face billions in outflows if removed from MSCI and Nasdaq-100 indexes. Now, MSCI says it will continue consultations and may develop new assessment criteria for companies with large crypto reserves. For now, DATs stay in. But the debate isn’t over.
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$GLORIA CHECK-IN
Gloria has been climbing since the start of the year—already up 50% year to date. While it faced a minor pullback today alongside the broader market, $GLORIA continues to outperform. The signal engine’s momentum hasn’t slowed.
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