Bitcoin rallied sharply after December 2025 U.S. inflation data came in slightly cooler than expected, triggering one of the largest short squeezes of the year. More than $688 million in leveraged positions were liquidated as BTC broke key resistance, signaling improving risk appetite and structurally healthier market conditions.

On 14 January 2026, Strive said it will acquire Semler Scientific in an all-stock deal approved by Semler shareholders. The move transfers more than 5,000 BTC and follows a 123 BTC purchase at slightly above $91,500, lifting standalone holdings near 7,750 BTC, with the combined total expected close to 12,800 BTC.

Bitcoin surged to a two-month high above $96,000 on January 14 after U.S. inflation data met expectations, easing fears of tighter Federal Reserve policy. The CPI-driven rally triggered large short liquidations, strengthened Bitcoin’s technical structure, and sparked broad gains across altcoins, with privacy coins and memecoins leading market rotation.

President Donald Trump announced an immediate 25% tariff on countries doing business with Iran, while Bitcoin stayed range-bound around $90k and closed at $92k with a 1.2% gain. Long-term holder behavior, ETF holders' $80k cost basis, and memories of October's 100% tariff shock and 30% drawdown suggest another distribution phase and downside risk cannot be ruled out.

On January 5, 2025, Cango said it mined 569 BTC in December, lifting total holdings to 7,528.3 BTC. With Bitcoin near $93,000, its treasury is valued around $700 million, exceeding an NYSE market cap of over $568 million; shares rose 16% pre‑market on January 6. The company entered crypto mining in November 2024 and reports double‑digit stock gains since the move.

On Monday, Bitwise CIO Matt Hougan called efforts to keep Bitcoin out of 401(k) menus "ridiculous," arguing BTC was less volatile than Nvidia over the past year. Senator Elizabeth Warren published an open letter pressing the SEC for safeguards and set a Jan. 27 deadline. In August last year, President Donald Trump signed an executive order opening the door to crypto in 401(k)s.

Bitcoin is steady near $92,000 as an ascending triangle compresses below $92,200–$92,500. Strategy purchased 13,627 BTC for about $1.25 billion while crypto products saw $454 million in weekly outflows. Key supports sit near $90,200, with upside markers at $93,900 and $95,000 if resistance breaks.

Strategy has accumulated Bitcoin through multiple cycles since 2020; on January 5, 2026 its holdings reached 673,783 BTC, worth about $61.75 billion. Exchange netflows briefly turned positive with roughly 1,100 BTC sent to exchanges over the past 48 hours, while price ranged between $89,000 and $94,000 near $91,000.