Speaking at the Reuters Global Markets Forum during the World Economic Forum, SkyBridge Capital founder Anthony Scaramucci set a hoped‑for Bitcoin target of $125,000 to $150,000. He said his late‑2025 $170,000 call missed due to policy delays, as Bloomberg reported the U.S. market‑structure bill may slip to late February or March. He also cautioned that Bitcoin’s price is hard to predict.

On January 15, Bitcoin's Fear & Greed Index stood at 61; six days later it plunged to 24, signaling extreme fear, according to Alternative. The indicator, built from market cap dominance, trading volume, volatility, Google Trends, and social media inputs, previously sprinted from 26 to 61 in two days as BTC moved above $97,000. Bitcoin dipped below $88,000 before rebounding to $90,200.

Tom Lee, founder and head of research at Fundstrat, reiterated on a recent podcast that markets could face a "painful" decline in 2026, pointing to tariff tensions, Federal Reserve independence and an incoming Fed chair as key factors. Bitcoin has already swung from $84k to $126k in 2025 before a late-year wipeout, and now trades near $90k after dropping 10% from a $98k high amid renewed tariff fears. Swissblock's Bitcoin Risk Index currently signals consolidation, with support and resistance levels around $89.2k, $94.8k, $99k and $84.5k guiding near-term scenarios as U.S. spot ETF flows stagnate.

Bitcoin fell below $90,000 as macro tension between the United States and the European Union, alongside concerns linked to Greenland, weighed on risk assets. Analyst MorenoDV reports that new whales now command a larger share of Bitcoin realized cap than long-term whales, while CryptoQuant data places their realized price near $98,000 with spot seen around $88,300.

On Wednesday, FFTT founder Luke Gromen said on Coin Stories that institutional investors are unlikely to propel Bitcoin from around $89,880 to $150,000 without a major catalyst. CryptoQuant CEO Ki Young Ju countered that demand remains strong, citing 577,000 BTC (about $53 billion) purchased by institutional funds over the past year. Gromen also floated a potential drop to $60,000.

According to Arkham, Strategy Inc., led by Michael Saylor, bought $2.16 billion in BTC over the past week at an average of $95,284. As Bitcoin hovered near $89,199 at press time, down 2.14% daily, the firm's total holdings reached 709,715 BTC, while Saylor personally holds 17,732 BTC.

Glassnode said in a post on X that during the November–December bottoming phase, larger entities were the main drivers of Bitcoin supply accumulation while smaller cohorts distributed. Its Accumulation Trend Score showed 10,000+ BTC wallets near 1.0 after the November drop, with 1,000–10,000 BTC holders turning net buyers in December. Bitcoin traded around $88,900 as the week progressed.

On Wednesday at the WEF in Davos, President Donald Trump said he aims to sign crypto market structure legislation "very soon" and vowed the US would be the "crypto capital," lifting risk assets. Bitcoin rose over 2%, moving back toward $90k after a $87,000 low, while tariff timelines for Feb 1 and June 1 kept macro tensions elevated.