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Bitcoin’s push toward $94,000 reflects strong institutional ETF demand and growing confidence that regulatory clarity, even if delayed, will support long-term adoption.
XRP’s rally is being fueled by record ETF inflows and falling exchange balances, signaling tightening supply alongside rising institutional interest.
High-beta assets like Dogecoin and Sui are outperforming, indicating renewed risk appetite as early 2026 trading themes take shape.
The crypto market entered 2026 with renewed momentum, driven by a mix of geopolitical signals, accelerating ETF demand, and selective risk-taking across high-beta assets. While price action has been strong, the broader narrative points to a market influenced by regulation and institutional flows.
Bitcoin's price rose beyond $94,000, which positively impacted the market as a whole. This price movement happened alongside the increasing geopolitical conflict between the US and Venezuela.
According to a research note by TD Cowen, comprehensive US crypto market structure legislation might get delayed because of political differences.
The bank sees significant progress around 2027 and suggests that full enforcement of the new rules might even be extended to 2029.
The strength in Bitcoin at the start of the year is seen as a sign of regulatory clarity that could gradually support the adoption. Some traders are expecting a test of the $100,000 by the end of this month.
XRP rose about 12%, moving towards $2.40. The increase was accompanied by a significant uplift in trading volumes and a decisive break above a long-term resistance.
The spot XRP exchange-traded funds registered $48 million in net inflows on Monday, which was the highest daily inflow since their inception.
Total inflows have reached above $1 billion in less than two months, indicating ongoing interest from advisory and institutional channels.
Simultaneously, on-chain data indicates that the supply of XRP on centralized exchanges is shrinking. The balances have decreased to the lowest levels in several years, a sign that there are not many tokens available for sale.
Also Read: Ripple Win, $1.3 Billion ETFs, and XRP’s 2026 Struggle: What’s Happening?
Bitcoin spot ETFs saw $697.25 million in net inflows yesterday, with none of the twelve products posting outflows.
BlackRock’s IBIT led the pack with $372.47 million in daily inflows, followed by Fidelity’s FBTC at $191.19 million.
Total net assets across Bitcoin spot ETFs now stand at $123.52 billion, representing about 6.6% of Bitcoin’s total market capitalization.
Historical cumulative inflows have reached $57.78 billion, reinforcing the view that ETFs are becoming a persistent source of demand rather than a one-off catalyst.
Also Read: Bitcoin Price Holds Above $93,000, Eyes $100,000 After Strong Buying
Dogecoin staged a sharp V-shaped recovery after dipping to $0.146, rebounding toward the $0.152 area on above-average volume.
The move drew attention after Bloomberg ETF analyst Eric Balchunas noted that a 2x Dogecoin ETF ranks among the best-performing ETFs to start the year.
Memecoins, with liquid derivatives markets and rapid price responsiveness, have become a favored expression of early-year risk appetite.
Technically, $0.1513 now stands as a key support level, while a break above the $0.154 area could reopen upside momentum.
Sui gained over 14% in 24 hours. The rally followed the release of a research paper by Mysten Labs exploring privacy-preserving transaction models for modern blockchains.
Although the paper does not announce a new product, it positions Sui alongside Ethereum and Solana in the account-based model and examines how cryptographic tools like zero-knowledge proofs could enable varying levels of privacy.
Investors appear to be rotating toward assets linked to financial privacy, echoing trends seen in late 2025 when privacy-focused tokens outperformed during periods of macro stress.
Coinbase shares soared by 8% as a reaction to Goldman Sachs upgrading the stock from “neutral” to “buy” and setting a new target price of $303 for the next 12 months.
The analysts emphasized that the company is diversifying its strategies by not solely depending on spot trading but also venturing into infrastructure, tokenization, stablecoins, and the development of its Ethereum layer-2 network, Base.
The upgrade is supportive of the predictions about the crypto market that it is to be more widely adopted, supported by regulatory developments and institutional participation.
The recent launch of Coinbase’s business platform in Singapore is another indication that the company wants to be recognized as a complete financial services provider rather than just a trading platform.
1. Why is Bitcoin rising toward $94,000 in early 2026?
Bitcoin’s move is driven by heavy spot ETF inflows, geopolitical risk, and expectations that regulatory clarity will gradually support institutional adoption.
2. How significant are Bitcoin ETF inflows right now?
Daily inflows nearing $700 million and total ETF assets above $120 billion suggest ETFs are becoming a sustained demand source, not a temporary trend.
3. What’s driving XRP’s recent surge?
XRP is benefiting from record ETF inflows and shrinking exchange supply, reducing selling pressure while institutional participation increases.
4. Why are memecoins like Dogecoin rebounding?
Memecoins are acting as high-beta expressions of risk appetite, supported by liquid derivatives markets and strong performance in leveraged ETFs.
5. Why did Coinbase's stock jump sharply?
Coinbase shares rallied after a major analyst upgrade, reflecting confidence in its diversification into infrastructure, tokenization, and global expansion beyond spot trading.
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