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Bitcoin Near $93K on ETF Flows and Geopolitical Tensions; Token Unlocks and Stablecoin Growth Set Market Tone |
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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.
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Top Stories
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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.
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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.
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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.
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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.
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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.
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