On January 20, 2026, on-chain data indicated that Bitcoin whale inflows to Binance fell from $7.88 billion on November 24 to $2.74 billion, with total exchange inflows dropping by more than $5.14 billion in nearly two months. Analysts say this reduction in sell-side pressure, alongside a move in the Bitcoin Fear and Greed Index to a neutral 42 and a newly formed Golden Cross, could support a potential price rebound even as BTC trades around $91,083 after recent geopolitical-driven weakness.

Bitcoin slipped below $95,000 after a pullback from near $98,000, while U.S. spot ETFs flipped from $1.3 billion in outflows to $1.7 billion in inflows. BlackRock's IBIT collected $1.035 billion during the January 12–16 trading week. Glassnode data indicates easing sell pressure and renewed accumulation despite price consolidation.

On Jan 19, 2026, CryptoQuant CEO Ki Young Ju said institutional demand for Bitcoin remains strong, citing about 577,000 BTC (roughly $53 billion) added to US custody wallets over the past year, with ETF holdings included. Meanwhile, Peter Brandt forecast a decline toward $60,000, potentially $50,000, from around $91,000.

Recent on-chain data indicates that institutional custody wallets and spot Bitcoin ETFs have accumulated about 577,000 BTC, valued at roughly $53 billion, over the past year. Large holders now control significantly more Bitcoin than two years ago, while US spot ETFs have seen net inflows and corporate treasuries have expanded their BTC positions, reducing the supply available on exchanges.

On January 20, 2026, analysis showed about 4.9 million BTC—valued at over $455 billion—are vulnerable to potential quantum attacks due to address reuse, up 16% since 2020. Address reuse exposes public keys on-chain, expanding the attack surface even though no powerful quantum computer is publicly available.

Bitcoin holds near the $90,000 support as miner-based Hash Ribbons and the Fear and Greed Index issue buy signals, pointing to improving sentiment. Analysts note a recent crossover in sentiment gauges and a recovery from miner capitulation, while traders watch the $90,000–$92,000 range for confirmation of trend direction.

On January 20, 2026, Bitcoin slipped 2.6% in 24 hours to a low near $90,600, wiping out gains made since January 14. Broader crypto markets also turned lower as rising geopolitical friction over Greenland and fresh tariff threats from the United States dampened risk appetite and pushed investors toward assets like gold.

Bitcoin fell to an eight-day low before the first U.S. stock session of the week, with trading data showing a renewed move toward $90,000 after a failed breakout from its recent range. Analysts highlighted a new death cross between the 21-week and 50-week SMAs and pointed to key levels around $93,500, $87,000 and a potential drop toward the $58,000–$62,000 zone.