Institutional ETF inflows and US-Venezuela geopolitical events underpin Bitcoin rally; token unlocks and stablecoin volumes influence liquidity
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Bitcoin Near $93K on ETF Flows and Geopolitical Tensions; Token Unlocks and Stablecoin Growth Set Market Tone
January 5, 2026
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Today’s Setup
Institutional ETF inflows and US-Venezuela geopolitical events underpin Bitcoin rally; token unlocks and stablecoin volumes influence liquidity
Bitcoin rally: Bitcoin nears $93,000 driven by $645M ETF inflows and market response to US operations in Venezuela, pushing crypto Fear & Greed Index to neutral.
Token unlocks: Early January sees $657M in token supply released from Hyperliquid, Ethena, and Aptos, with potential impact on market volatility.
Stablecoin and network activity: Ethereum processes $8T in stablecoin transfers in Q4 2025, setting new records amid continued market expansion.
Watch: Upcoming US Senate markup on the Digital Asset Market Clarity Act could reshape crypto regulatory frameworks.
Top Stories
Bitcoin rallies near $93K amid US-Venezuela tensions and $645M ETF inflows
Bitcoin price surged to nearly $93,000 fueled by institutional ETF inflows, including BlackRock's largest since three months, and market reactions to US military actions in Venezuela. The crypto Fear & Greed Index flipped neutral for the first time since October 2025.
Over $657 million in crypto token unlocks expected in early January 2026
Hyperliquid, Ethena, and Aptos projects are slated to release more than $657 million in token supply, potentially affecting market liquidity and volatility in the first week of January.
Source: BeInCrypto
PwC expands crypto business following favorable US regulatory shifts
PwC is deepening its crypto services in response to pro-crypto regulatory developments in the US, including the GENIUS stablecoin act, signaling increased corporate engagement with digital assets.
Ethereum processes $8 trillion in stablecoin transfers in Q4 2025, hitting new records
The Ethereum network reached nearly $8 trillion in stablecoin transfer volume during Q4 2025, nearly doubling Q2 levels, accompanied by record-high active addresses and daily transactions.
Source: Cointelegraph
Memecoins surge over 23% in market cap with nearly 300% volume jump
The memecoin sector posted a strong rebound, with market capitalization climbing more than 23% and transaction volume increasing almost 300%, outpacing broader crypto gains in early 2026.
Also on the Wire
• US Digital Asset Market Clarity Act advances to January Senate markup aiming to clarify crypto regulation and exempt DeFi activities.  ·  CryptoSlate
• Coinbase pauses peso-based USDC on- and off-ramps in Argentina effective January 31, amid operational reviews and prior scandal implications.  ·  Cointelegraph
• Wintermute offloaded around 1,213 BTC to Binance during thin liquidity on New Year’s Eve, raising scrutiny over market impact.  ·  CryptoSlate
• Solana's on-chain spot trading volume surpasses major centralized exchanges with $1.6 trillion reported.  ·  AMBCrypto
• European euro-pegged stablecoins double market cap post-MiCA regulation with transaction volume surging tenfold.  ·  CryptoSlate
• XRP price broke above $2.12 driven by shrinking exchange supply, indicating a tight squeeze higher.  ·  CoinDesk
• Crypto billionaires threaten to leave California over new tax policies, though widespread exodus remains uncertain.  ·  Cointelegraph
• Coinbase confirms the discontinuation of peso-to-USDC trading in Argentina by January 31 but will continue crypto-to-crypto and custody services.  ·  CryptoNews