Today's Cryptocurrency News (January 19) | Gold Hits New High; Trump Tariff Threats Escalate
This article summarizes cryptocurrency news as of January 19, 2026, focusing on the latest Bitcoin updates, Ethereum upgrades, Dogecoin trends, real-time crypto prices, and forecasts. Major Web3 events today include:
January 19 News, as geopolitical risks related to Greenland rapidly intensify, global financial markets’ safe-haven sentiment clearly strengthens. Influenced by US President Trump’s latest tariff threats, gold prices surged sharply on Monday, hitting record highs, while European and US stock indices and futures declined in tandem, introducing new uncertainties in transatlantic relations.
On the news front, Trump stated over the weekend that if eight European countries including Germany, France, and the UK do not support his stance on Greenland, the US will impose additional tariffs on these countries starting next month. This statement quickly provoked strong European reactions and was interpreted by markets as a potential trigger for a new round of US-Europe trade tensions.
Driven by safe-haven capital, spot gold temporarily rose about 2.1%, reaching a high of $4690 per ounce, setting a new record; silver also strengthened, with a single-day increase of 4.4%. In contrast, risk assets generally came under pressure, with the European Stoxx 600 index opening lower and falling further to about 1.5%, led by declines in auto manufacturers and luxury goods sectors.
In the US markets, due to the holiday, spot stock markets were closed, but futures already reflected the pressure. S&P 500 futures declined about 0.9%, Nasdaq 100 futures fell about 1.2%, indicating tech stocks are also struggling. Jefferies strategist Mohit Kumar noted that tariff threats clearly escalated Trump’s stance on Greenland, and markets are beginning to price in a more aggressive confrontation path.
European political circles also adopted a tougher stance. EU Commission Vice President Stéphane Séjourné explicitly stated that Greenland “will never become US territory,” and called the tariff threats typical economic coercion, with the EU considering countermeasures to restrict US companies from entering European markets. Barclays strategist Emmanuel Cau warned that tariff uncertainties pose downside risks to growth prospects in the Eurozone and UK.
Against the macro backdrop of early 2026, the Greenland crisis, tariff expectations, and geopolitical risks are intertwined, reshaping global asset allocation logic. Gold’s appeal as a safe-haven asset has risen significantly, while stock markets may continue to face short-term volatility.
January 19 News, US spot Bitcoin ETFs experienced a strong rebound at the start of 2026, recording their best weekly performance since the crypto market crash last October. However, while funds flowed back, global macro uncertainties are injecting new bearish variables into the market.
Data shows that last week, US spot Bitcoin ETFs attracted approximately $1.4 billion in net inflows, hitting a nearly three-month high and marking the brightest week since 2026 began. According to SoSoValue, this round of capital was mainly concentrated in leading products, indicating a clear institutional re-engagement.
Structurally, BlackRock remains the core source of inflows, with its IBIT ETF seeing a weekly net inflow of about $1.035 billion, accounting for over 70% of total inflows. Despite earlier market rumors about adjustments to Bitcoin exposure, actual fund movements remained strong. Fidelity’s FBTC followed, with about $194 million in weekly net inflows, showing steady institutional demand.
Fueled by capital, the total net assets of Bitcoin ETFs have rebounded to about $124.5 billion, with an asset-to-liability ratio of approximately 6.53%. Bitcoin prices also rebounded near $98,000, significantly above the lows below $90,000 at the start of the year. Meanwhile, US spot Ethereum ETFs also showed signs of recovery, with about $479 million in weekly inflows, reaching a new high since last year’s market correction.
Derivatives markets also sent subtle signals. Bitcoin futures open interest increased by about 12% since the start of the year, continuing the recovery trend from Q4 last year. CryptoQuant analyst DarkFrost pointed out that after Bitcoin’s sharp decline in October, futures open interest contracted significantly, and the current rebound indicates a slow recovery in risk appetite, though the strength remains moderate.
Caution is warranted as macro uncertainties intensify. With repeated US-European trade tensions, Bitcoin prices have recently retreated from highs, and the market is reassessing the sustainability of ETF capital inflows. Some analysts believe that if macro pressures persist, Bitcoin ETFs may face short-term corrections.
In the 2026 market environment, Bitcoin ETFs have become an important window into institutional sentiment. Capital inflows send positive signals, but the battle between bulls and bears is intensifying, making short-term market movements more sensitive.
According to Glassnode data, during Bitcoin’s recent sideways price movement, the accumulation efforts of large and medium-sized holders reached the strongest level since the FTX collapse in 2022.
Over the past 30 days, holders of 10–1000 BTC (including high-net-worth individuals, trading institutions, and some institutional investors) accumulated about 110,000 BTC, the largest single-month increase since Bitcoin dropped below $15,000 three years ago. The total holdings of this group now reach 6.6 million BTC, an increase of 200,000 BTC over two months.
At the same time, retail investors are also increasing their holdings. The group holding less than 1 BTC has recently added over 13,000 coins, the largest increase since November 2023, pushing total holdings to 1.4 million BTC.
- Less Than 5% Chance of Rate Cut! Fed Turns Cautious, BTC, ETH, XRP Drop Collectively in a Single Day
As the Fed’s rate cut expectations in January rapidly cooled, the crypto market faced significant pressure this week. Rate futures tools show that the probability of the Fed maintaining rates in January has risen to about 95%, with the current target range still at 3.50%–3.75%, and the chance of a rate cut remaining at about 5%. This shift quickly impacted risk assets, with Bitcoin, Ethereum, and XRP declining together.
Looking at a longer cycle, policy expectations for the March meeting are also leaning cautious. Data indicates about a 75% chance the Fed will hold rates steady in March, with only about 25% chance of a cut. Amid limited liquidity expectations, crypto market volatility has increased sharply, and short-term capital is becoming more conservative.
On the policy front, Trump recently called for rate cuts again, citing signs of easing inflation data. However, Fed Chair Powell emphasized in Washington that the Fed will act only after fully assessing data, signaling “patience.” This hawkish stance has been a key factor suppressing crypto assets.
Market performance shows the overall crypto market cap fell about 2.8% to approximately $31.3 trillion. BTC is currently at $92,454, down about 2.75% in 24 hours, still above the $90,000 support but well below the weekly high of $97,600. ETH is at $3,193, down about 3.56% in 24 hours, briefly touching above $3,300 earlier. XRP declined more sharply, now at about $1.95, down nearly 4.8% daily, with weekly decline expanding to 5.8%.
Analysts believe that with weakening rate cut expectations, market liquidity cannot quickly improve, and major assets like BTC, ETH, and XRP may face short-term corrections. The uncertainty in the rate path is becoming one of the most critical macro variables in early 2026 crypto markets.
Russia is at a key turning point in crypto regulation. With ongoing signals from regulators and legislators, the process of legalizing cryptocurrencies in Russia is accelerating, with a regulatory framework for digital assets like Bitcoin expected to be officially implemented in 2026. This move is seen as a significant structural adjustment of Russia’s financial system under sanctions.
For years, Russia’s legal stance on cryptocurrencies has been divided. Although many individuals have held and used digital assets, their activities have long been in a legal gray area. In December 2025, the Central Bank of Russia first proposed a systematic regulation plan, emphasizing the need for clear legal boundaries for cryptocurrencies amid restrictions on cross-border settlements and asset allocation. This policy shift is interpreted as Russia recognizing the real demand for crypto assets.
On the policy level, the Central Bank and Ministry of Finance are jointly advancing legislation, aiming to explicitly define cryptocurrencies as regulated financial assets. In the future, investors will be able to trade, hold, and report Bitcoin within a compliant framework, reducing legal risks and increasing market transparency. This also marks a shift from “tacit tolerance” to “institutionalized management” of crypto regulation.
It is important to note that regulators have clarified that cryptocurrencies will not replace the ruble as legal tender. Domestic payment systems will still revolve around the ruble, and merchants will not be allowed to accept digital currencies directly for payments. The policy focus is more on investment attributes, cross-border transfers, and asset management, rather than payment tool substitution.
From an investor perspective, this change has profound implications. A significant portion of Russia’s population of about 140 million already participates in the crypto market through informal channels. Legalization will help improve investment security and reduce scams and gray-market transactions. At the same time, stricter KYC, registration, or quota restrictions may limit market freedom to some extent but will help establish a long-term credible crypto ecosystem.
As 2026 approaches, Russia’s crypto policy is shifting from observation to implementation. For market participants interested in Bitcoin regulation, Russia’s digital asset policies, and global crypto compliance trends, this process warrants ongoing attention.
The Pi Network ecosystem has made significant progress. A new app called TokPi has officially joined the Pi network, bringing core social features such as short videos, live streaming, real-time chat, and digital gifts to the Pi browser. TokPi operates entirely within the Pi ecosystem and can connect directly to the Pi wallet, seen by many pioneers as the first truly “Pi-native” entertainment app.
TokPi’s form resembles TikTok but differs fundamentally in underlying logic from traditional Web2 platforms. Users can browse creator content, interact in real-time, and send Pi-based digital gifts, enabling value transfer and content incentives. The app currently supports 10 languages, runs smoothly in the Pi browser, and features a lightweight, social-oriented UI optimized for Pi user habits.
Within the Pi community, TokPi’s launch is considered symbolic. It no longer just “showcases Pi,” but deeply embeds Pi into daily entertainment and social behaviors, shifting Pi from a mining asset to a practical digital economy tool. Some community leaders have called on users to actively try and rate TokPi highly to boost its visibility within the Pi app ecosystem.
Alongside TokPi, Pi Network has also launched the “Add Pi SDK” feature in Pi App Studio. This tool allows developers to integrate existing or new applications directly into Pi’s core system, including Pi payments, wallet login, mainnet transfers, blockchain interactions, and security verification. For developers, Pi SDK significantly lowers the barrier to Web3 app integration and provides a practical path to reach millions of Pioneer users.
Official data shows that Pi Network’s mainnet total Pi is about 8.38 billion, with approximately 4.83 billion locked and about 3.55 billion unlocked and circulating. The locking mechanism buffers short-term market pressure and provides a time window for expanding real-world applications like TokPi.
With TokPi’s deployment and Pi SDK’s openness, Pi Network is gradually shifting from “mining narrative” to “real application-driven” Web3 platform. Entertainment, payments, and social functions are forming a closed loop within the ecosystem, possibly marking a key step toward Pi’s emphasized “real economy.”
ASTER token experienced a sharp decline on Monday, with a single-day drop of over 12%, briefly falling to $0.61, setting a new all-time low. Amid price pressure, the ASTER protocol officially launched a long-planned token buyback program, attempting to ease market selling pressure by adjusting circulating supply.
Data shows that at press time, ASTER is around $0.63, with a still-weak short-term trend. The decline occurred against a backdrop of increased volatility in the overall crypto market, with small DeFi protocol tokens generally under pressure, and liquidity tightening amplifying price swings.
Facing declining market confidence, the Aster team announced the start of using strategic buyback reserves to initiate an automated buyback mechanism. According to official statements, the platform will allocate 20% to 40% of daily fee income to targeted ASTER buybacks, dynamically adjusting the proportion based on market conditions to reduce circulating supply and support long-term token value.
This buyback is part of the fifth phase of the buyback plan announced in late December 2025. This phase emphasizes a “fee-driven” token economy rather than reliance on temporary interventions. Buybacks will be executed via on-chain wallets automatically, fully traceable and verifiable, enhancing transparency.
Under this framework, some platform fees will be used for daily automatic buybacks, creating ongoing supply contraction; meanwhile, the strategic buyback reserves retain flexibility for targeted operations during market volatility. The team believes this structured design helps provide a more stable value anchor for ASTER in a bear market environment.
However, market reactions suggest that the buyback message has not yet reversed the short-term downtrend. ASTER remains near historic lows, and whether the buyback mechanism can gradually repair the price structure amid limited liquidity remains to be seen.
L2Beat researcher donnoh.eth posted on X that native rollups (eip-8079) aim to greatly simplify EVM-equivalent rollups. Currently, aside from the original rollup teams, almost no one fully understands the rollup stack, even within teams.
With native rollups, understanding L1 means understanding native rollups. Moreover, as L1 gets patched and upgraded, native rollups will also be patched and upgraded, even if the original rollup teams have exited.
In response, Ethereum co-founder Vitalik Buterin said he now “supports native rollups (Native Rollups) more than before.” This attitude shift is seen as an important signal for Ethereum’s scaling roadmap and Layer 2 architecture.
Vitalik reviewed that his previous opposition to native rollups was due to technical maturity limits. Early designs required precompiles to run in ZK mode or optimistic mode, but ZK-EVM was not yet capable of full zero-knowledge verification. When giving L2 operators two choices—“wait 2–7 days for withdrawals with full trust from Ethereum” or “instant withdrawals with proof responsibility”—most projects chose the former, weakening Ethereum’s composability and promoting suboptimal solutions like multi-sig cross-chain bridges.
He notes that the situation has changed. Ethereum’s adaptation of zero-knowledge proofs on Layer 1 is aligning with the timeline for native rollup precompiles, resolving the core contradiction. This means, without sacrificing security and composability, native rollups are becoming practically feasible.
Vitalik also mentioned that increasing research and engineering efforts now regard “synchronous composability” as the core value of L2 verification mechanisms. His previously proposed approach combining rollup-based verification with low-latency pre-commitment is also gaining attention. This trend reinforces the strategic importance of native rollups in Ethereum’s scaling system.
Technically, Vitalik urges the community to explore suitable precompile designs. He envisions that if developers build “EVM + extension features” rollups, they should be able to directly reuse EVM’s native rollup precompiles, introduce dedicated verifiers for new features, or standardize connections via lookup tables.
This statement is seen as a clear signal that Ethereum aims for higher-performance, more composable Layer 2 ecosystems by 2026, providing a concrete direction for native rollup engineering.
In the decentralized perpetual contracts sector, Hyperliquid continues to expand its lead, gradually leaving competitors like Aster and Lighter behind, becoming a major hub for high-leverage and decentralized traders.
Data shows that over the past week, Hyperliquid’s perpetual contract trading volume reached about $40.7 billion, significantly higher than Aster’s $31.7 billion and Lighter’s $25.3 billion. In decentralized futures trading rankings, Hyperliquid has established a clear top-tier position, reflecting advantages in user activity and trading depth.
A more representative indicator is open interest. In the past 24 hours, Hyperliquid’s open interest was about $9.57 billion, while other major decentralized perpetual platforms including Aster, Lighter, Variational, edgeX, and Paradex totaled about $7.34 billion. This gap indicates traders prefer to hold leveraged positions long-term on Hyperliquid rather than just short-term capital rotations.
This divergence has become more pronounced as incentives weaken. Lighter experienced a surge in trading volume before its token airdrop in December 2025, but after the token distribution, activity dropped sharply, with weekly volume falling nearly threefold from previous highs, revealing the fragility of incentive-driven liquidity.
This phenomenon echoes views from CEX CEO Stephan Lutz at Token2049, who said many decentralized exchanges rely on token incentives for traffic, essentially paid advertising, and once rewards are paid out, real risk capital often fails to remain.
In contrast, Hyperliquid’s higher open interest suggests it retains some stickiness even as incentives fade. However, this operational advantage has not fully translated into token value. Like many DeFi governance tokens, HYPE’s price has recently come under pressure, and market confidence in its long-term value and tokenomics remains cautious.
Currently, the market is distinguishing between the utility of trading venues and token exposure. Hyperliquid has established dominance in decentralized perpetual trading volume and leverage depth, but whether this can translate into sustainable token value remains to be seen.
Ethereum co-founder Vitalik Buterin posted on X today that the Ethereum ecosystem “still urgently needs more DAOs, but they must be differently designed and of higher quality.” He emphasized that DAOs were a core inspiration for Ethereum’s creation, but the current mainstream DAO forms have deviated significantly from initial goals and require a systemic governance upgrade.
Vitalik said that early DAO concepts aimed to run code and rules on decentralized networks, more efficiently and robustly allocating resources than traditional governments and corporations. However, most DAOs have evolved into “token voting treasuries,” which, while feasible in form, suffer from low efficiency, whale manipulation, and inability to address human political flaws—causing waning confidence.
Nevertheless, he clearly states, “We still need DAOs,” especially in key areas. First, oracle design. Current decentralized stablecoins, prediction markets, and DeFi infrastructure rely on suboptimal oracle models. Token-based oracles are vulnerable to capital manipulation, while human arbitration weakens decentralization. The core issue is design flaws, not participant morality. Building more reliable oracles is both a technical challenge and a social coordination problem.
Second, on-chain dispute resolution mechanisms are essential for insurance and other advanced smart contracts; also, maintaining security application lists, interface standards, token contract address libraries, and other public infrastructure. Vitalik also noted that DAOs are invaluable for rapid project launch and long-term maintenance, especially when legal entities are insufficient and original teams exit.
In governance methodology, he revisits the “convexity and concavity” framework: when DAO addresses concave issues, it should focus on median aggregation and attack resistance; for convex optimization problems, decisive leadership and decentralized oversight are compatible. The real challenge lies in privacy protection and decision fatigue. Lack of privacy turns governance into social gaming, while frequent decisions exhaust community participation.
He believes new technologies are opening breakthroughs. Zero-knowledge proofs will become central to privacy in governance; AI can help mitigate decision fatigue; advanced consensus and communication platforms will replace inefficient discussion environments. But he warns that AI should not be directly entrusted to DAOs for full control; AI should be used cautiously to enhance human judgment, not replace it.
He envisions that future DAO tech stacks must treat communication layers as core components. Whether for oracle projects or governance innovation, zero-knowledge, AI, and communication mechanisms should be at least “50% of the focus.” Only then can Ethereum’s underlying decentralization and robustness extend into the entire crypto world.
Disputes over whether blockchain protocols should “continue evolving” or “become rigid” have recently surfaced between core figures of Solana and Ethereum. Solana co-founder Anatoly Yakovenko publicly challenged Ethereum founder Vitalik Buterin’s long-term development philosophy, sparking broad industry discussion.
The controversy was triggered by Vitalik’s recent views on Ethereum’s “exit test.” He believes a mature blockchain protocol should reach a stage where it can stop frequent upgrades yet still operate stably long-term, called “protocol rigidity.” In this state, the protocol’s core value no longer depends on future features but on reliability similar to infrastructure.
Yakovenko disagrees. He argues that any blockchain protocol unable to continuously adapt to real developer and user needs will eventually lose practical relevance and decline. He sees ongoing iteration as a survival prerequisite, but it must not be monopolized by a single organization.
In outlining Solana’s future, Yakovenko emphasizes that “practical utility for humans” is key to long-term existence. He believes that only when enough active developers can profit from on-chain transactions and applications will the ecosystem generate surplus computing power and resources, fueling open-source protocol improvements.
However, he does not advocate unlimited upgrades. Yakovenko proposes a “highly selective” evolution model: Solana should reject most unnecessary protocol changes, with upgrades only targeting clear performance bottlenecks or user experience issues, not trying to please all voices.
He predicts that future major versions of Solana may not be led by Solana Labs but by independent contributors outside core teams like Anza and Firedancer. Long-term, the ecosystem might fund protocol upgrades through governance votes, supporting the necessary computational resources and development costs.
In contrast, Vitalik’s stance leans toward “infrastructureization.” He believes Ethereum must support applications like finance and governance that require trust-minimized or trustless operation. Relying on a protocol that needs continuous vendor upgrades makes true trustlessness difficult. Therefore, the underlying protocol should also have “stability tools” similar to infrastructure.
But Vitalik also emphasizes that “rigidity” does not mean stopping all development, but ensuring the network can run safely long-term without forced upgrades. This philosophical debate reflects fundamental differences in technical paths, governance philosophies, and long-term visions among public chains.
Amid accelerating rotation within the privacy coin sector, some investors, having missed the recent rallies of XMR and DASH, are turning their attention to smaller-cap privacy projects like DUSK. Despite strong price performance, on-chain data signals caution.
Recently, larger-cap privacy coins are considered to have entered a relatively saturated phase, with limited upside, prompting capital to shift toward mid- and small-cap targets. DUSK has stood out in this context. In mid-January, amid Bitcoin’s correction and most altcoins weakening, DUSK surged about 40% in a single day, breaking above $0.22, reaching a new high since early 2025. Since the start of 2026, DUSK’s cumulative gains have exceeded fourfold, with trading activity significantly increasing.
Fundamentally, DUSK’s appeal lies in its privacy tech. The project combines zero-knowledge proofs and zk-SNARKs, hiding transaction details while maintaining verifiability for compliance. This design is seen by some investors as a balanced approach between privacy needs and regulatory compliance, offering more practical application potential than fully anonymous privacy coins. Hein Dauven, CTO of Dusk Foundation, stated that this “default privacy with traceability when necessary” structure helps meet institutional and enterprise scenarios.
External capital rotation also drives DUSK’s rise. As funds exit high-cap privacy coins, DUSK, with a market cap just over $10 million, becomes a target driven by sentiment and speculation, attracting large speculative buys in the short term.
However, on-chain data warns of risks. Arkham’s fund flow data shows that on January 16–17, DUSK’s exchange inflow surged, exceeding 6 million coins in a single day, a near one-month high. This often indicates early holders are taking profits. After rapid gains, continued selling pressure could amplify price swings.
In the privacy coin sector, capital tends to concentrate in low-cap projects during late-stage rallies. Coupled with recent market sentiment swings, DUSK remains topic-worthy but high-risk for chasing gains. Investors should watch for profit-taking and sentiment shifts affecting prices.
Disputes within the US Senate over the crypto market structure bill have intensified. Leaders of the Senate Judiciary Committee are pushing to remove provisions that protect crypto developers, citing concerns that such clauses could weaken enforcement against unlicensed remittance activities.
Chairman Charles Grassley ® and senior Democrat Richard Durbin recently wrote to Senate Banking Committee Chair Tim Scott and senior Democrat Elizabeth Warren, warning that the draft bill might create loopholes for decentralized digital asset platforms. They cautioned that such loopholes could be exploited by organized crime, increasing covert illegal fund flows.
The senators emphasized that criminals are already adept at using complex methods to conceal illegal transactions, and granting excessive immunity to developers and network operators would significantly hinder law enforcement and prosecution. The details were first reported by Politico, drawing high attention in Washington policy circles.
Currently, the Senate Banking and Agriculture Committees are jointly advancing crypto legislation, aiming to clarify responsibilities among regulatory agencies. The draft bill released in mid-January partially incorporates ideas from the “Blockchain Regulatory Certainty Act,” attempting to exclude software development and network maintenance from federal and state remittance laws.
The Judiciary Committee stated it was not consulted during the bill’s formation and lacked opportunities for thorough review of proposed amendments, explicitly calling for rejection of any language that could weaken government accountability.
If the bill proceeds to a full Senate vote, it will require at least 60 votes to pass, with bipartisan consensus being crucial. Meanwhile, the leading US crypto lobbying group, a major compliant CEX, has temporarily withdrawn support for the bill but continues ongoing discussions with lawmakers.
This controversy highlights the ongoing tug-of-war in US crypto regulation over developer liability, compliance boundaries, and enforcement authority, adding new uncertainty to the 2026 legislative landscape.
One year after the launch of Trump’s “Meme Coin” TRUMP, the crypto token named after US President Donald Trump continues to influence US digital asset policy. In January last year, just three days before Trump’s second inauguration, TRUMP was suddenly issued, igniting market sentiment.
The token was issued on Solana, and within hours its market cap surged to about $10 billion, with prices reaching a peak of $44, attracting massive speculative capital and causing network congestion. But the hype quickly faded, and TRUMP’s price plummeted about 93%. A year later, according to CoinGecko, TRUMP’s price has fallen below $5, with a market cap still near $990 million.
As Trump’s one-year anniversary approaches, the political aftereffects are increasingly evident. Several Democratic lawmakers see Trump and his family’s involvement in crypto during his term as potential conflicts of interest, hindering US crypto legislation. Peter Chung, head of Presto Labs, said that TRUMP meme coin’s emergence provided opposition with a pretext to slow down crypto regulatory reforms.
The controversy also affected stablecoin legislation. Discussions around the “GENIUS Act” stalled, with some lawmakers demanding restrictions on the president and family profiting from digital assets. Rep. Maxine Waters previously accused Trump of “corruption” in crypto and pushed for restrictive legislation.
Beyond TRUMP, Trump’s family has links to World Liberty Financial and its stablecoin projects. Eric Trump revealed that the family’s crypto ventures have generated over $1 billion in profits. Several lawmakers questioned whether this could influence policy neutrality.
Analysts believe TRUMP meme coin has evolved from a market frenzy into a long-term political variable. During a critical phase of US crypto regulation push, debates over the president’s family involvement may continue to impede policy progress.
After investing about $1.25 billion to acquire over 687,000 BTC, Strategy CEO Michael Saylor has again hinted at possibly increasing his Bitcoin holdings, drawing market attention. Topics like “Strategy increasing Bitcoin holdings” and “Corporate Bitcoin reserves” surged.
On Sunday, Saylor posted a screenshot of StrategyTracker on X, showing Bitcoin price trends and his past purchase records, with a caption “bigger orange.” Historically, Saylor has used similar signals before announcing new Bitcoin buys, so this statement is widely seen as a prelude to further accumulation.
Reviewing operations this year, Strategy first invested about $115.97 million on January 4 to buy 1,283 BTC, then on January 11, spent about $1.25 billion to buy 13,627 BTC. According to StrategyTracker, since early 2026, the company has accumulated 14,910 BTC, indicating ongoing strategic buying.
Currently, Strategy holds 687,410 BTC, with an average cost basis of about $75,353 per BTC. With Bitcoin trading above $90,000, this large position remains profitable, reinforcing its status as one of the world’s largest corporate Bitcoin holders.
However, the market has concerns. Over the past year, Strategy’s stock price has declined from its high. To support continued buying, the company has used various financing tools, including convertible bonds, to leverage low-cost capital. This approach amplifies Bitcoin’s upside but also increases sensitivity to market volatility.
Price-wise, influenced by US-Europe tariff tensions, risk assets are under short-term pressure. On Monday morning in Asia, Bitcoin traded around $92,600, down about 2.6% in 24 hours. Whether Strategy will continue its aggressive Bitcoin purchase plan amid macro uncertainties remains a key market focus.