A Bitcoin analyst known as PlanB argued that gold's roughly $10 trillion market cap increase last year could create profits that some investors might rotate into Bitcoin. Commentators note that even a small shift of these gains could move Bitcoin's price because the crypto market is smaller and more volatile than gold. Another analyst, Janey, projected that spot gold could break to a new high and potentially target $4,700 as the current consolidation holds above support.

Vanguard Group has reported, via regulatory filings, an approximately $505 million position in Strategy, a public company whose balance sheet is dominated by Bitcoin. The $12 trillion asset manager issued no formal announcement, opting to access Bitcoin's upside through listed equity rather than direct holdings.

Bitcoin traded around $95,000 at press time, according to TradingView, after rebounding from the $91,000–$92,000 demand zone. Liquidity gauges highlighted on X show the Global Liquidity Index at a new cycle high, while CryptoQuant's UTXO age bands indicate short‑term holders are in profit and risk is being redistributed toward mid‑term cohorts. Immediate resistance lies at $97,000–$98,000.

Bitcoin’s computing power fell below 1,000 exahash per second for the first time since mid-September, with the seven-day average around 993 EH/s, according to Hashrate Index. The level is roughly 15% under the mid-October peak of about 1,157 EH/s as miners redirect capacity toward AI workloads that promise steadier margins.

Bitcoin futures open interest showed a cautious rebound in January after last quarter's sharp deleveraging, signaling tentative risk appetite returning to derivatives. Despite the improvement, OI remains well below prior highs, while options activity has overtaken futures, hinting at a shift toward strategies that reduce forced liquidations.

Bitcoin's latest drop unfolded with unusually tight dispersion across major spot venues and stable session extremes. More than $500 million in long positions were liquidated in roughly sixty minutes across derivatives markets. The move looked dramatic, yet order books and arbitrage activity appeared orderly.

The Bitcoin network's seven-day average hashrate fell below 1,000 EH/s on Saturday and now sits at 993 EH/s. It is nearly 15% lower than the 1,157 EH/s peak on Oct. 19, as an analyst says some miners are shifting power to AI, even with four difficulty cuts since Nov. 12, 2025 and higher hashprice.

Bitcoin slid under $93,500 after losing $95,000 and $94,000, and briefly dipped below $92,000 while remaining beneath the 100‑hour SMA. If $92,000 holds, upside hurdles sit near $93,000, $93,500 and $94,000, with scope toward $95,000; failure to stabilize risks tests of $91,800, $91,300 and the $90,000 area.