President Donald Trump announced tariffs on eight European countries that begin at 10% on February 1 and escalate to 25% by June, conditioning removal on Denmark selling Greenland. Bitcoin trades near $95,000 after weeks in a $94,000–$97,000 range, with anxiety rekindled by October 2025’s $19 billion liquidation precedent.

In a 2026 market outlook, Ark Invest CEO Cathie Wood said Bitcoin's unusually low correlation with traditional assets makes it a strategic diversifier for institutions. Ark cited a 0.28 correlation to the S&P 500, while Jefferies strategist Christopher Wood shifted his long‑standing 10% Bitcoin allocation to gold on Friday over quantum‑computing concerns.

Spot Bitcoin ETFs recorded $1.42 billion in net inflows last week, with $754 million on Tuesday and $844 million on Wednesday, according to SoSoValue. BTC is consolidating near $95,030 in a flag pattern, with support at $94,357 and targets at $97,700, $99,000, and $100,500. U.S. holdings exceed 328,000 BTC worth $31 billion.

Steak 'n Shake has disclosed a $10 million Bitcoin purchase for its corporate treasury, its first public Bitcoin allocation since enabling crypto payments in May 2025. The 91-year-old burger chain has formalized a Strategic Bitcoin Reserve that channels all customer Bitcoin payments into long-term holdings, linking reserve growth to same-store sales performance.

The U.S. Department of Justice has confirmed that 57.55 BTC forfeited by Samourai Wallet developers will stay on the U.S. government balance sheet under Executive Order 14233, instead of being auctioned. Valued at about $6.3 million, this Bitcoin is designated for the Strategic Bitcoin Reserve, highlighting a shift in federal digital asset management.

Several EU states sending troops to Greenland prompted the US president to unveil new tariffs on those countries starting February 1, with a possible hike on June 1. While EU officials called an emergency meeting and US Democrats prepared legislation to counter the measures, Bitcoin's price held steady at just above $95,000 during the weekend. Analysts who reviewed Trump's tariff strategy over 12 months view this as step four in the broader trade confrontation and expect traditional markets to open lower as events unfold. Bitcoin, which previously dropped sharply during the April 2025 trade war, has so far shown greater resilience in the current Greenland-related dispute.

On January 17, 2026, Patrick Witt, Director of the White House Crypto Council, confirmed that the U.S. government is still working to build a strategic Bitcoin reserve funded only by judicially seized assets. The initiative, constrained by President Trump's executive order and complex inter-agency legal requirements, excludes open-market purchases while retained Bitcoins from Samourai Wallet developers and ongoing market shifts in Bitcoin are monitored for potential policy impact.

Analyst Tyrex warns that Bitcoin's structure resembles April 2022 and, if the uptrend fails, projects an 11.04% slide toward $86,000–$84,000 while price hovers near $95,000. Separately, CryptoXLarge maps January–May 2026: quiet accumulation, a February surge, a March ATH around $240,000, an April bull trap, and a May flash crash.