Bitcoin fell below $70,000 on Thursday for the first time since November 2024 — the market remains in risk-off mode, and investors continue to reduce their positions in risky assets. According to CoinDesk, by 13:53 Kyiv time, BTC was down 3.3% and trading at around $70,244. During the session, the price briefly dropped to $69,869.
Pressure was intensified by flows from US spot ETFs. According to SoSoValue, a net outflow of $545 million was recorded on Wednesday. BlackRock’s largest IBIT fund lost $373 million.
The fund for the sell-off is the narrowing of support from the “AI rally,” growing investor caution amid geopolitical uncertainty, discussions about the future trajectory of the Fed, and inflation remaining above target levels.
In January, Bitcoin fell nearly 11%, ending the month down for the fourth consecutive time. In 2025, the price had previously risen to a record $126,000 amid growing institutional demand and expectations of a more favorable White House attitude toward the crypto industry.
In the last week of January, the crypto market went into risk-off mode: Bitcoin failed to hold above the psychological $90,000 level and fell to $81,000 at the peak of the decline, after which it partially rebounded.
According to Amberdata estimates, at the beginning of the week, BTC was trading at around $88,300 and ETH at around $2,920. The key support for Bitcoin at that time was the $86,000 range, with resistance at $90,000. By the end of the week, according to Binance, BTC was around $82,400 with a 24-hour range of approximately $80,600-86,400, and the total market capitalization was around $2.98 trillion.
The main trigger was the rapid liquidation of “overheated” positions amid increased volatility and macro factors. CoinDesk noted that the sell-off was accompanied by an estimated $7 billion in forced position closures and significant long liquidations, and took place on the eve of a large crypto options expiry ($8.4 billion).
A separate negative signal is the dynamics of spot Bitcoin ETFs: on certain days of the week, there were noticeable net outflows, and on January 29, according to Trading Economics, one of the largest daily outflows of about $0.6 billion was recorded.
Finally, expectations regarding interest rates and the rhetoric of central banks reinforced the background: the market once again became sensitive to bond yields and the dollar, which usually hits high-risk assets.
Source: https://www.fixygen.ua/news/20260130/pidsumki-tizhnya-dlya-kriptorinku-analiz-fixygen.html
The correction on global markets has intensified: gold has fallen sharply after recent record highs, Bitcoin has dropped to around $84,000, and the US stock market is also declining amid a sell-off in the technology sector.
According to Reuters, the spot price of gold fell more than 4% on Thursday as investors took profits after a surge to historic highs, with prices falling to around $5,150 per ounce.
Bitcoin, at current prices, is down about 5% to $85,000, with the day’s low at around $84,350.
In the US, indices also fell into negative territory: the S&P 500 was down about 1.1%, and the Nasdaq fell 2.1%, with pressure on the market coming in particular from a sharp drop in Microsoft shares after its earnings report. The decline is also confirmed by the dynamics of the SPDR S&P 500 ETF (SPY), which lost about 1% on Thursday.
Bitcoin accelerated its growth in mid-January and is trading at around $97,024, updating the local highs of recent weeks. Ethereum is holding steady at $3,366.
According to CoinMarketCap, the global capitalisation of the crypto market is around $3.28 trillion, with Bitcoin accounting for around 59%, indicating a concentration of demand in the largest asset, while altcoins are growing less evenly.
The main driver in January is the return of institutional interest through ETFs. US spot Bitcoin ETFs recorded strong inflows, including about $843.6 million on 14 January, with total inflows measured in billions of dollars over several days.
The second factor is the US macroeconomy. The market reacted to inflation data and rate expectations, which directly affect risk appetite and the cost of capital. After the publication of the December CPI, Bitcoin accelerated at certain moments, and volatility in crypto intensified.
January news markers that may affect the exchange rate.
Regulation in the US. On 13 January, senators introduced a bill on rules for the crypto market, including the division of powers between the SEC and CFTC and the approach to stablecoins. On 15 January, discussions in the Senate Banking Committee were postponed after public criticism from Coinbase. This is a typical trigger for the market: clear rules are a plus for valuations, while delays and disputes are a cause for nervousness.
Stablecoins and payments. Visa is publicly increasing its focus on stablecoin payments: the company estimates the current annual run rate of such payments at approximately $4.5 billion, with an estimated $270 billion in stablecoins in circulation. Any news about stablecoin regulation and the banking lobby in the US can quickly affect sentiment in crypto.
Risk of incidents and hacks. In January, the market already received a reminder of technological risks: some tokens fell to almost zero after exploits (an example is the incident surrounding Truebit). Such events usually hit the ‘second tier’ and increase demand for quality (BTC, large protocols).
The key event of the month is the FOMC meeting on 27-28 January 2026 and the subsequent press conference. The Fed’s rhetoric on rates and inflation remains one of the strongest external factors for crypto at the beginning of the year.
Bitcoin rose above $90,000 on Monday amid improved risk appetite, but has since corrected. According to CoinDesk, the price reached approximately $90,300 at the height of the session, after which profit-taking began. BTC is currently trading at around $87,300 per coin.
Recall that the autumn crash was exacerbated by the forced closure of shorts worth nearly $19 billion, and the cryptocurrency market as a whole has not yet recovered these losses. The autumn-winter “Santa Claus rally,” which pushed the S&P 500 index to new highs, had virtually no impact on crypto assets, but investor sentiment is gradually improving.
Source: https://www.fixygen.ua/news/20251229/bitkoyn-podolav-riven-90-tisyach-vpershe-za-dva-tizhni.html
Precious metals showed the strongest performance among key asset classes in 2025 amid geopolitical tensions, expectations of a softening US Federal Reserve policy, and seasonally low liquidity at the end of the year.
According to market reports, silver rose 128.47%, gold rose 66.59%, and copper rose 35.45%.
US stock indices also ended the year in positive territory: the Nasdaq added 19.70% and the Russell 2000 added 12.53%.
At the same time, the crypto market showed weaker dynamics: Bitcoin fell by 5.75%, Ethereum by 11.58%, and the altcoin sector by 42.27%.
In the commodities market, the key driver was the “defensive” component of demand: gold hit new all-time highs in 2025, while silver showed relatively sharp growth; copper also strengthened amid bets on infrastructure and industrial demand.
