After tagging a local high near $98,000 on Wednesday, Bitcoin pulled back for two sessions and traded below $95,000 by Friday’s New York hours. According to CoinGlass, the Coinbase premium rolled over near the highs as spot demand faded. CryptoQuant data show short-term holders realized over 40,000 BTC in profits on Jan. 15 and more than 30,000 BTC on Jan. 6.

Spot Bitcoin ETFs ended the week with $1.81 billion in net inflows, reversing more than $681 million of outflows from the previous week. Total net assets stood near $125.2 billion, and BTC closed around $94,800, up roughly 4.4% over the period. Flows were broad-based across issuers, while price action showed consolidation within a volatile range.

On January 16, 2026, the U.S. Department of Justice confirmed that the roughly 58 BTC forfeited by Samourai Wallet developers will be held on the federal balance sheet within the Strategic Bitcoin Reserve under Executive Order 14233. Earlier reports had suggested a possible sale via SDNY and the U.S. Marshals Service.

On 16 January 2026, Jefferies global head of equity strategy Christopher Wood removed Bitcoin from his model portfolio over long-term security concerns tied to quantum computing. He shifted the former 10% Bitcoin allocation into physical gold and gold-mining stocks, reflecting a preference for assets with long historical resilience as debate grows over whether future quantum advances could challenge Bitcoin’s cryptographic foundations.

Grant Cardone is rolling out a real estate structure that channels cash flow from large U.S. multifamily properties into Bitcoin while exploring tokenized ownership. The approach is expanding as President Donald Trump outlines plans to curb institutional buying of single-family homes and push borrowing costs lower, reshaping the housing investment landscape.

On January 16, 2026, Ark Invest's Cathie Wood argued that Bitcoin is a superior scarce asset to gold due to its mathematically fixed supply. She cited gold's 166% rise alongside a 1.8% annualized supply increase, versus Bitcoin's 360% gain with 1.3% annualized supply growth, and noted BTC's correlations to gold (0.14) and bonds (0.06).

On January 16, 2026, Bitcoin was consolidating near $95,000 and trading closer to $94,000 after failing to maintain strength above a key resistance-turned-support area. The recent stall in upside momentum and compressed volatility has led traders to reassess short‑term structure, even as the broader bullish trend and expectations for a potential push toward $100,000 remain intact. Key levels between $92,000 and $96,000 are now seen as crucial in determining whether the market resumes its advance or extends its consolidation phase.

According to on‑chain analyst Darkfost, Bitcoin’s short‑term holder realized price sits near $102,000, with spot trading below that mark. On January 16, 2026, trader Merlijn The Trader highlighted a potential double bottom and said a clean break above $102,000 implies a move toward $110,000, while holding around $95,500 maintains structure and a drop under $87,500 invalidates.