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Michael Saylor, founder of MicroStrategy, has announced updates concerning the Bitcoin Tracker. According to NS3.AI, MicroStrategy typically discloses its Bitcoin acquisition details soon after such updates. Investors may anticipate potential acquisition data disclosure next week following this recent announcement.

AFP Protección, Colombia's second-largest pension fund manager, is set to launch a Bitcoin exposure fund targeting long-term portfolio diversification. According to NS3.AI, the fund will be available exclusively to risk-qualified investors through tailored advisory services, with a limited allocation to Bitcoin. This move highlights an increasing institutional interest in cryptocurrency as a strategic investment asset.

On January 12, 2026, Michael Saylor, founder of Strategy, expressed strong displeasure with critics of his Bitcoin investment approach during the What Bitcoin Did podcast. According to NS3.AI, Saylor described the skepticism as 'ignorant and offensive.' He firmly rejected doubts regarding his Bitcoin strategy, reinforcing his commitment to it.

A bill has been introduced by Oklahoma legislator Dusty Deevers to permit state government employees, businesses, and individuals to accept Bitcoin as a form of payment. According to PANews, this proposal aims to integrate cryptocurrency into the state's financial system, reflecting a growing trend of digital currency adoption. The bill's introduction marks a significant step towards embracing Bitcoin in official transactions within Oklahoma.

The primary challenge to Bitcoin's (BTC) adoption as a payment method is tax policy, rather than technological limitations related to scaling, according to Pierre Rochard, a board member of Bitcoin treasury company Strive. According to Cointelegraph, Rochard highlighted that the absence of a de minimis tax exemption for small Bitcoin transactions is a significant barrier. This tax policy requires that every BTC transaction be taxed, which discourages its use as a medium of exchange.

In December 2025, the Bitcoin Policy Institute, a non-profit organization focused on policy advocacy, raised concerns about the lack of tax exemptions for minor Bitcoin transactions. U.S. lawmakers are contemplating restricting the de minimis tax exemption to overcollateralized dollar-pegged stablecoins, which are backed by fiat cash deposits or short-term government securities. This proposal has faced criticism from the Bitcoin community, who argue that it unfairly limits Bitcoin's potential as a payment method.

In July 2025, Wyoming Senator Cynthia Lummis, a known supporter of the crypto industry, introduced a bill advocating for a de minimis tax exemption on digital asset transactions of $300 or less. The bill also proposed a $5,000 annual limit on exemptions and included provisions to exempt cryptocurrencies used for charitable donations. Additionally, it suggested deferring income from staking or mining cryptocurrencies until the assets are sold.

Prominent figures in the crypto space, such as Jack Dorsey, founder of the payments company Square, have voiced support for tax exemptions on small Bitcoin transactions. Dorsey emphasized the need for Bitcoin to become "everyday money" as soon as possible. Meanwhile, Bitcoin advocate and co-founder of the Truth for the Commoner media outlet, Marty Bent, criticized the proposed tax exemption for stablecoins as "nonsensical." The ongoing debate highlights the complexities of integrating cryptocurrencies into everyday financial systems and the need for thoughtful policy development.

Bitcoin is being utilized by investors as a quick cash source during uncertain times, resulting in rapid sell-offs instead of accumulation as a safe-haven asset. According to NS3.AI, this behavior contrasts with traditional assets like gold, which are typically seen as stable stores of value. Bitcoin's volatility and market dynamics during stress periods challenge its reliability as a protective asset in turbulent markets.

BitcoinTreasuries.NET has reported on X platform that as of January 24, 2026, the top 100 publicly listed companies worldwide collectively hold 1,127,981 BTC. According to Odaily, in the past seven days, four companies have increased their holdings, while one company has reduced its holdings.

Las Vegas businesses, from small juice bars to major chains like Steak ’n Shake, are increasingly adopting Bitcoin payments. According to NS3.AI, this shift aims to circumvent credit card fees and attract a broader customer base. Square's no-fee Bitcoin payment option has facilitated this mainstream adoption, supported by innovations such as the Lightning Network and Bitcoin Map, which enhance payment convenience and discovery. This trend of corporate crypto acceptance aligns with a significant increase in crypto payment volumes, despite recent Bitcoin price fluctuations and ETF outflows.

Bitcoin market sentiment continues to cool, with prediction markets increasingly pricing out a near-term return to six-figure levels as macro uncertainty weighs on risk assets.Traders on major prediction platforms now see a low probability of Bitcoin reclaiming $100,000 in the first half of 2026, reflecting fading bullish momentum following last year’s October crash.Key takeawaysPrediction markets give less than a 10% chance of Bitcoin reaching $100,000 before Feb. 1.Traders expect $100K to remain out of reach until at least mid-2026.Markets price high odds that Bitcoin will drop below Strategy’s average cost basis this year.Less than 10% odds BTC hits $100K by FebruaryAs of Thursday, traders on leading prediction platforms show limited confidence in a short-term Bitcoin breakout.Polymarket: ~6% probability BTC crosses $100,000 before Jan. 31Kalshi: ~7% probability BTC reaches $100,000 before month-endBitcoin’s 2026 high so far stands at $97,900, recorded on Jan. 14. The asset last traded above $100,000 on Nov. 13, before a sharp sell-off reset market sentiment.Historically, Bitcoin has reclaimed $100,000 after similar pullbacks. The previous drawdown of 25.5% saw BTC regain six figures after roughly 93 days, implying a potential mid-February recovery — if history repeats.However, prediction market traders appear far less optimistic.Traders expect $100K only after June — if at allKalshi participants assign roughly 65% odds that Bitcoin will break above $100,000 before June, suggesting the market expects prolonged consolidation rather than a rapid rebound.Meanwhile, Polymarket traders increasingly anticipate further downside first:65% odds BTC falls to $80,000 before returning to $100K54% odds of a $70,000 bottom in 202650% odds of $65,00042% odds BTC drops as low as $60,000The skew reflects growing caution amid tightening financial conditions, rising bond yields, and persistent geopolitical risks.Will Bitcoin fall below Strategy’s cost basis?Prediction markets are also focused on whether Bitcoin will trade below Strategy’s average purchase price, currently around $75,979 per BTC.Polymarket data shows:75% probability Bitcoin trades below Strategy’s cost basis in 2026Despite those expectations, markets remain confident that Strategy itself will not capitulate.Less than 26% odds Strategy sells Bitcoin this year84% probability the firm holds more than 800,000 BTC by Dec. 31Last week, Strategy expanded its treasury to 709,715 BTC, purchasing 22,305 BTC for approximately $2.13 billion — reinforcing its long-term accumulation strategy even as near-term price outlooks deteriorate.Market outlook remains cautiousPrediction market pricing highlights a broader shift in sentiment since the October 2025 crash. While long-term conviction among institutions and treasury buyers remains intact, short-term optimism has faded sharply.With Bitcoin trading near $89,500, traders appear focused on capital preservation rather than breakout speculation — waiting for clearer macro catalysts, liquidity relief, or renewed ETF inflows before reassessing the $100,000 level.For now, prediction markets suggest that Bitcoin’s next major move may come later in 2026 — not in the weeks ahead, according to Cointelegraph.

Bitcoin continued to struggle below the $90,000 level as global investors rotated deeper into traditional safe-haven assets, with gold and silver extending historic rallies — and Bitcoin’s underperformance reigniting debate over whether emerging risks such as quantum computing are beginning to influence market behavior.While some investors argue that quantum threats are now being priced in, on-chain analysts and long-term Bitcoin developers say the current weakness reflects far more conventional forces: profit-taking, supply unlocking near $100,000, and shifting macro liquidity.Bitcoin lags gold and equities as safe-haven demand acceleratesAt the Wall Street open on Friday, Bitcoin remained locked in a narrow consolidation range after failing to reclaim the $90,000–$93,500 resistance zone.The divergence between Bitcoin and traditional assets has widened sharply.Since just after Donald Trump’s November 2024 election victory:Bitcoin: −2.6%Silver: +205%Gold: +83%Nasdaq: +24%S&P 500: +17.6%Gold climbed to fresh all-time highs near $4,930 per ounce, while silver surged toward $96, extending a powerful multi-month safe-haven bid driven by geopolitical tensions, sovereign debt risks, and central bank accumulation.Bitcoin, by contrast, remains roughly 30% below its October 2025 peak, reinforcing perceptions that crypto is behaving more like a high-beta risk asset than a hedge during the current macro regime.Gold price forecast sees potential path to $23,000As precious metals dominate flows, long-term bullish forecasts for gold have intensified.Charles Edwards, founder of Capriole Investments, projected that gold could reach $12,000 to $23,000 per ounce over the next three to eight years, citing:Record central bank gold accumulationAccelerating fiat money supply expansion (over 10% annually)China increasing gold reserves nearly tenfold in two yearsDeclining confidence in sovereign debt markets“If this cycle mirrors historic 20th-century asset expansions, gold’s upside is far from finished,” Edwards wrote.While gold’s monthly RSI has reached its most overbought levels since the 1970s, analysts argue that structural demand — not speculation — is driving the rally.Bitcoin stagnation revives quantum computing fearsBitcoin’s continued underperformance has reopened a long-running debate around quantum computing risks.Castle Island Ventures partner Nic Carter reignited the discussion this week, arguing that Bitcoin’s “mysterious” weakness reflects growing market awareness of quantum threats.“Bitcoin’s underperformance is due to quantum,” Carter said. “The market is speaking — the devs aren’t listening.”His comments sparked immediate pushback from on-chain analysts and long-term investors.Analysts: market structure, not quantum risk, explains price actionOn-chain researchers argue that attributing Bitcoin’s consolidation to quantum fears misreads current market dynamics.Checkonchain analyst @Checkmatey said Bitcoin’s behavior mirrors historical supply-driven cycles rather than speculative technological threats.“Gold has a bid because sovereigns are buying it instead of treasuries,” he said. “Bitcoin saw heavy HODLer sell-side in 2025 — enough to kill prior bull markets multiple times over.”Bitcoin investor and author Vijay Boyapati echoed that view, pointing to a more tangible trigger:“The real explanation is the unlocking of enormous supply once we hit a psychological level for whales — $100,000.”According to on-chain data, long-term holders significantly increased distribution as Bitcoin approached six figures, releasing supply that absorbed new ETF and institutional demand and capped upside momentum.Quantum threat remains theoretical, developers sayDespite renewed attention, most Bitcoin developers continue to view quantum computing as a long-term, manageable risk, not a near-term market driver.Quantum machines capable of running algorithms like Shor’s algorithm, which could theoretically break elliptic curve cryptography, remain far from practical deployment.Blockstream co-founder Adam Back has repeatedly stated that even worst-case scenarios would not result in immediate or network-wide losses.Bitcoin Improvement Proposal BIP-360 already outlines a migration path toward quantum-resistant address formats, allowing gradual upgrades well before any credible threat emerges.Developers emphasize that such transitions would unfold over many years, not market cycles — making quantum risk an unlikely explanation for short-term price weakness.Traditional finance raises concerns, but timeline remains distantSome traditional finance voices have nevertheless flagged quantum computing as a future consideration.Earlier this month, Jefferies strategist Christopher Wood removed Bitcoin from a model portfolio, citing long-term quantum risk among his concerns.However, industry analysts note that the key challenge is not whether Bitcoin can adapt — but how long such an upgrade would take if ever required.That timeline is measured in decades, not quarters.Bitcoin remains macro-sensitive as capital favors preservationFor now, market participants say Bitcoin remains trapped in a macro-driven environment dominated by:Rising global bond yieldsTrade tensions and geopolitical uncertaintySovereign rotation into goldCapital preservation over speculative growthAs a result, traders remain focused on key technical levels rather than long-term existential risks.Bitcoin must reclaim the $91,000–$93,500 zone to restore upside momentum. Failure to do so leaves downside support clustered between $85,000 and $88,000.Until monetary or geopolitical clarity improves, analysts say Bitcoin is likely to remain reactive rather than directional — while gold continues to benefit from a historic shift in global capital flows, according to Cointelegraph.

GameStop has transferred its entire Bitcoin treasury to Coinbase Prime, fueling speculation that the video game retailer may be preparing to sell its BTC holdings amid ongoing market volatility.According to blockchain intelligence firm CryptoQuant, GameStop moved all 4,710 Bitcoin, worth more than $420 million, to Coinbase’s institutional trading platform on Friday — a move the firm described as “likely to sell.”“GameStop throws in the towel?” CryptoQuant wrote in a post on X, noting that such transfers are typically associated with preparation for liquidation or custody reorganization.Potential $76 million loss on Bitcoin positionIf GameStop were to sell its Bitcoin at current market prices near $90,800, the company would realize an estimated $76 million loss, CryptoQuant said.The retailer accumulated its BTC position in May at an average purchase price of approximately $107,900 per Bitcoin, bringing the total investment to more than $500 million at the time.GameStop launched its Bitcoin treasury strategy earlier this year after CEO Ryan Cohen met with Strategy (formerly MicroStrategy) chair Michael Saylor, discussing how corporate Bitcoin holdings could be structured.As of publication, GameStop has not publicly confirmed whether the transfer signals an imminent sale. Cointelegraph said it contacted the company for comment but had not received a response.CEO increases equity stake as Bitcoin questions mountThe blockchain move coincided with a regulatory filing earlier this week showing that Ryan Cohen purchased an additional 500,000 GME shares, worth over $10 million. GameStop shares rose more than 3% following the disclosure.The contrasting actions — increasing equity exposure while potentially reducing crypto exposure — have added to speculation that GameStop may be reassessing its digital asset strategy.Corporate Bitcoin treasuries under scrutinyCorporate crypto treasuries surged in popularity throughout 2024 and early 2025, with firms seeking exposure to Bitcoin as a balance-sheet reserve asset. However, many companies saw share price volatility intensify in late 2025 as Bitcoin retraced from record highs.Currently, more than 190 publicly traded companies hold Bitcoin on their balance sheets. Several firms have also launched treasuries tied to Ether, Solana, and other digital assets.Despite growing scrutiny, digital asset treasury companies recently received a boost after MSCI decided not to remove crypto-holding firms from its major market indexes, citing the need for additional analysis to distinguish treasury strategies from investment businesses.An exclusion could have triggered billions of dollars in passive fund outflows, particularly for large holders such as Strategy.For now, GameStop’s Bitcoin transfer has revived debate around the sustainability of corporate crypto treasuries — and whether firms are willing to endure volatility during prolonged market drawdowns.

Japanese gaming company KLab has announced an additional investment in Bitcoin and gold ETFs, totaling 200 million yen, according to Foresight News. This purchase includes 8.44 BTC and 3,370 shares of gold. As of the 22nd, KLab holds a total of 12.80828 BTC and 5,230 shares of gold. In its market outlook report, KLab predicts that Bitcoin prices may recover to the previous high of 12.6 million yen and potentially move towards the 20 million yen range.

Bitcoin’s ongoing correction has reached its deepest level of the current market cycle, but analysts say the pullback remains within historical norms.CryptoQuant analyst Darkfost noted in a post on X that Bitcoin is currently experiencing a drawdown of roughly 28%–30%, marking the largest correction seen so far in this cycle. Despite the decline, the move still sits within the average correction range observed since the bull market began.According to Darkfost, Bitcoin has so far avoided the sharper drawdowns that characterized previous cycles, including the 2017 bull run, where corrections frequently exceeded 35%–40%.The key uncertainty now is whether the current cycle will continue to be defined by relatively shallow retracements, or whether Bitcoin will eventually experience a deeper corrective phase that breaks its divergence from prior market cycles.“Bitcoin is currently stabilizing around a 28% drawdown,” Darkfost said, adding that the coming weeks will be critical in determining whether this correction represents a temporary reset — or the beginning of a more pronounced downside move.Analysts continue to monitor onchain data and macro conditions, with market participants watching closely to see whether demand returns before the correction deepens further.

Strategy founder Michael Saylor has announced that the company will host its Bitcoin for Corporations 2026 conference in Las Vegas on February 24-25. According to NS3.AI, the event will concentrate on the adoption of Bitcoin within corporate settings. This initiative highlights the continued institutional interest in incorporating Bitcoin into business strategies.

Bitcoin spot ETFs have seen significant outflows amounting to $1.62 billion over a four-day period, indicating a change in institutional investor sentiment as Bitcoin prices remain below $90,000. According to NS3.AI, BlackRock's iShares Bitcoin Trust was at the forefront of these withdrawals. Hedge funds are reducing their positions due to narrowing Bitcoin basis trade yields, which are nearing US Treasury rates. Despite these outflows, there are selective inflows into altcoin ETFs such as XRP and Solana, suggesting a strategic repositioning by institutions rather than a complete market exit.

Bloomberg Intelligence strategist Mike McGlone has revised his long-term perspective on Bitcoin and the broader cryptocurrency market, suggesting that investors should consider selling during market rallies in 2026. According to Cointelegraph, McGlone believes the factors that once made Bitcoin an attractive investment have fundamentally shifted. Initially seen as a scarce and disruptive asset, Bitcoin has now become part of a crowded and speculative ecosystem. It is increasingly correlated with equities and subject to the same macroeconomic forces that influence traditional markets.McGlone draws comparisons to previous market peaks, highlighting excessive speculation, the approval of exchange-traded funds (ETFs), and historically low volatility as potential warning signs. He argues that Bitcoin has transitioned from being a hedge against the financial system to becoming an integral part of it, altering its role and impact. The discussion extends beyond cryptocurrencies, as McGlone presents a bleak macroeconomic outlook for stocks, commodities, and precious metals. He notes that gold's recent surge may not indicate strength but rather signal underlying instability.McGlone emphasizes that when unconventional assets like gold start outperforming others, it is a signal for investors to take notice. For more insights into McGlone's perspective on Bitcoin's potential decline and the indicators he is monitoring, viewers can watch the full interview on Cointelegraph's official YouTube channel.

According to Binance Market Data, Bitcoin (BTC) crossed the 91,000 USDT benchmark and is now trading at 91,000.992188 USDT, with 2.06% increase in 24 hours.

On Jan 23, 2026, 16:36 PM(UTC). According to Binance Market Data, Bitcoin has crossed the 90,000 USDT benchmark and is now trading at 90,026.679688 USDT, with a narrowed 1.36% increase in 24 hours.