This Week in Crypto, Full Written Summary: W2 January 2026
- Whales Are Aggressively Accumulating: While retail traders panic sell, “smart money” wallets (holding 10-10k BTC) have bought over 34,000 Bitcoin in the last 5 days, a divergence that historically signals a market bottom (chart).
- The Macro Catch-Up Play: Bitcoin is currently lagging significantly behind Gold and the S&P 500, which are hitting all-time highs. This deviation suggests a massive reversion-to-mean opportunity for crypto to close the gap (chart).
- Supply Shock Triggered: A sudden outflow of 19,700 BTC from exchanges in a single 4-hour window, paired with record-breaking $19.6B ETF trading volume, points to a looming liquidity crunch (chart).
Welcome to another market update from Santiment. In this special solo…
