On Jan. 14, spot Bitcoin ETFs saw a net inflow of $843.62 million, reversing a week of outflows in a single day and lifting cumulative net inflows above $58.1 billion. BlackRock's iShares Bitcoin Trust added $648.39 million and pushed its net assets beyond $76 billion, while total spot ETF assets reached $128.04 billion, or 6.56% of Bitcoin's market cap. BTC briefly traded at $96,951 as institutional demand strengthened and some market participants positioned for potential Q1 CPI relief and rate cuts.

Whale transfers of BTC to Binance decelerated in January 2026 after heavier December activity, according to Binance data. Year to date, about 15,800 BTC moved to the exchange, 42.5% slower than December's 37,133 BTC, while BTC briefly topped $97,500 before pulling back to $95,449.56. Mean deposits stayed above 20 BTC, and whales accounted for 20.85% of inflows.

Bitcoin is consolidating near $96,600, with buyers defending the $95,700–$95,200 area. A push above $97,600 would expose $98,800 and put the psychological $100,000 level back on the radar. Policy and positioning shifted on January 14, 2026 as Wintermute outlined 2026 scenarios and Rhode Island advanced a small‑transaction tax exemption bill.

Spot Bitcoin ETFs logged $843.6 million in single-day inflows on Wednesday and amassed more than $1.7 billion over three sessions, reversing roughly $1.4 billion of outflows from Jan. 6–9. Bitcoin climbed above $97,000, with risk appetite improving as the Fear & Greed Index reached 61.

BitMEX co-founder Arthur Hayes said Bitcoin's chance of setting new all-time highs in 2026 hinges on expanding dollar liquidity, not short-term price swings. He noted 2025's tight liquidity coincided with Bitcoin falling more than 14% while gold rose over 44%. On January 13, 2026, he also flagged a first-quarter trade idea in a tweet.

On January 14, 2026, Peter Schiff called Bitcoin’s surge to $97,000 a “huge sucker’s rally,” urging traders to favor mining stocks over Bitcoin and MSTR. Within the past 24 hours, BTC briefly crossed $97,000 before retracing to about $96,200, while U.S. spot Bitcoin ETFs saw roughly $1 billion in net inflows and MSTR gained over 3% then slipped more than 1% after-hours.

CryptoQuant said Wednesday that Bitcoin derivatives open interest has dropped about 31% since October, a deleveraging move that often coincides with market bottoms. CoinGlass estimates total BTC OI near $65 billion, roughly 28% below the early October peak above $90 billion, while Deribit's $100,000 strike leads with $2.2 billion notional.

On Wednesday, BitMEX co-founder Arthur Hayes said Bitcoin could regain momentum and set new highs in 2026 as U.S. dollar liquidity expands. He cited potential Fed balance-sheet growth, lower mortgage rates, and more bank lending to strategic industries; in 2025, Bitcoin fell 14.40% while gold rose 44.40%, according to Curvo.