Institutional behavior continues to shape the market, with large players aggressively accumulating bitcoin while price action remains constrained within a narrow range.
Bitcoin Spot ETFs saw $6.84 million in net inflows
On-chain data and derivatives activity suggest capital is rotating within the crypto ecosystem rather than exiting, with growing interest in macro and commodity-linked trades.
The cryptocurrency market today saw institutional accumulation, tightening global regulation, diverging on-chain behavior, and an evolving macro narrative reshaping how crypto infrastructure is being used. While bitcoin remains range-bound, underlying developments suggest capital is repositioning rather than exiting the market.
Strategy executed its largest bitcoin acquisition since 2024, adding 22,305 BTC for approximately $2.13 billion between January 12 and January 19.
The firm paid an average price of $95,284 per bitcoin, pushing its total holdings to 709,715 BTC.
At current market prices, those holdings are valued at roughly $64.5 billion, with an average cost basis of $75,979 per coin.
This latest purchase follows a 13,627 BTC acquisition the prior week, the company now controls more than 3.3% of bitcoin’s fixed 21 million supply.
Australia’s Federal Court has fined BPS Financial AU$14 million for unlicensed conduct and misleading promotion related to its crypto product, Qoin Wallet.
The ruling followed a multi-year case brought by the Australian Securities and Investments Commission (ASIC), which alleged the firm falsely claimed its self-issued token, Qoin, could be converted into Australian dollars and was properly regulated.
The court imposed AU$12 million in penalties for misleading statements and AU$2 million for operating without the required license.
ASIC Chair Joe Longo emphasized that the ruling was intended to deter misconduct across the digital asset industry.
According to Santiment, wallets holding between 100,000 and 100 million ADA accumulated approximately 454.7 million ADA over the past two months, worth roughly $161 million at current prices.
The accumulation took place during a period when ADA decreased from $0.40 to currently at $0.35.
Large holders increased their possession of ADA’s active supply from 66.3% to 67.53% which resulted in total whale ownership reaching about 24.33 billion ADA.
Wallets holding 100 ADA or less sold approximately 22,000 ADA during the last three weeks, suggesting they preferred to avoid investment risk because of the present market volatility.
Also Read: BlackRock’s Ethereum Bet in 2026: Why They Stay Bullish
The Solana ecosystem has experienced increased volatility amid legal and reputational problems surrounding Pump.fun.
SOL briefly dipped below $100 this month but later settled at approximately $124 though confidence remains fragile.
The negative news intensified after investigations discovered widespread pump-and-dump schemes which operated during meme token launches and after the class action lawsuit emerged against Pump.fun and Solana Foundation.
Despite this, the PUMP token has surged nearly 25%, trading around $0.0031, and is up more than 60% year-to-date.
Bitcoin spot ETFs recorded a $6.84 million net inflow on January 26, marking the first positive day after five consecutive sessions of outflows.
BlackRock’s IBIT led with $15.93 million in inflows, while Bitwise’s BITB saw the largest outflow at $10.97 million.
Total bitcoin spot ETF assets now stand at $113.5 billion, representing 6.48% of bitcoin’s total market capitalization, with cumulative historical inflows exceeding $56.5 billion.
Also Read: Bitcoin & Ethereum Dip: Are Crypto Bulls Losing Control?
Silver futures trading on Hyperliquid increased when the SILVER-USDC contract reached around $1 billion in trading volume over 24 hours, making it the third most active contract after BTC and ETH.
The funding rates show a minor negative value, suggesting that traders are using two-way positions to perform hedging activities instead of taking leveraged trades.
The shift highlights that traders prefer to use crypto-native platforms to express their macroeconomic and commodity market predictions as bitcoin remains stuck near $88,000.
As gold and silver rally, crypto markets are being repurposed as vehicles for macro uncertainty rather than pure digital assets.
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