2026 crypto market opens with ETF outflows, options expiry, and institutional moves
Open‑Source Intelligence for Crypto  
Crypto Signals Daily  
 
Bitcoin ETF outflows, Tether supply shock, and options expiry drive cautious 2026 start
January 2, 2026
Crypto Signals Daily market brief
▶ Play Audio Brief
Today’s Setup
2026 crypto market opens with ETF outflows, options expiry, and institutional moves
ETF outflows: Bitcoin spot ETFs saw $348 million in outflows on the final trading day of 2025 amid cautious investor sentiment.
BTC options expiry: More than $2.2 billion in Bitcoin and Ethereum options expired on January 2, focusing trader attention on potential volatility.
Tether's Bitcoin movements: Tether's recent Bitcoin transactions—an $800 million acquisition contrasted by a $779 million withdrawal—intensify Bitcoin supply dynamics.
Watch: Monitor Bitcoin price action for a potential major swing amid post-expiry market positioning and evolving ETF flows.
Top Stories
Tether adds nearly $800M in bitcoin, holdings surpass 96,000 BTC
Tether increased its Bitcoin holdings by nearly $800 million, boosting total disclosed BTC to over 96,000 coins, ranking as the fifth-largest Bitcoin wallet. This accumulation is coupled with a recent $779 million Bitcoin withdrawal by Tether, intensifying supply constraints and market volatility.
Over $2.2 Billion in Bitcoin and Ethereum Options Expire as 2026 Begins
More than $2.2 billion worth of Bitcoin and Ethereum options settled on January 2, with Bitcoin representing $1.87 billion and Ethereum $395.7 million, signaling a focal point for traders anticipating post-expiry volatility.
Source: BeInCrypto
Bitcoin ETFs saw $348M outflows on 2025’s final trading day amid market caution
Bitcoin spot ETFs recorded $348 million in net outflows on December 31, 2025, alongside $72 million outflows from Ethereum ETFs, while Solana and XRP ETFs posted modest gains amid cautious market positioning.
Source: CryptoNews
Bitcoin price shows mixed signals entering 2026 with potential for major swing
Bitcoin's price action at the start of 2026 is conflicted, with technical indicators like RSI demanding a breakout and options activity raising concerns about capped upside, reflecting shifting sentiment post-2025.
BitMine accelerates Ethereum staking accumulation topping $1.3B
BitMine has rapidly increased its Ethereum staking holdings, surpassing $1.3 billion, signaling rising institutional confidence in Ethereum's staking ecosystem.
Source: AMBCrypto
Also on the Wire
• Crypto hacks and thefts reached $2.2 billion in 2025, matching the previous year and highlighting ongoing blockchain vulnerabilities.  ·  The Block
• Iran's Defense Ministry offers advanced weapons systems for cryptocurrency payments, continuing its strategy to evade Western sanctions.  ·  Financial Times
• An ongoing exploit has drained over $107,000 from hundreds of Ethereum Virtual Machine wallets across multiple chains.  ·  BeInCrypto
• Bitcoin closed 2025 with a 6% annual loss, breaking its historical post-halving bull market pattern and raising cycle skepticism.  ·  CryptoNews
• U.S. senators anticipate resolving the regulatory gray zone for crypto by January 15, but acknowledge substantial challenges remain.  ·  AMBCrypto
• Trust Wallet's browser extension went offline due to a Chrome Store bug amid a $7 million Christmas hack, delaying update deployment.  ·  Cointelegraph
• Turkmenistan legalized crypto mining with strict licensing but banned crypto as payment starting January 2026.  ·  CryptoNews
• Binance executives predict 2026 as a year of growth driven by regulatory clarity, institutional capital, and fundamental adoption.  ·  Bitcoin News