On Monday, Strategy said in a US SEC filing that it bought 855 BTC for $75.3 million last week at an average $87,974 per coin. Bitcoin opened the week above $87,700, touched $90,000, then briefly slipped under $75,000 on Sunday, per CoinGecko, moving below the company's $76,052 average cost for the first time since late 2023.

CoinShares reported on Monday that crypto exchange-traded products saw $1.7 billion in outflows for the week, the second straight decline that brought two-week redemptions to $3.43 billion. Year-to-date flows turned negative by $1 billion. Bitcoin funds led withdrawals with $1.32 billion, while Ether products saw $308 million exit.

On Thursday, cryptocurrency investment funds saw significant redemptions as total crypto market capitalization fell about 6% and nearly $1 billion exited Bitcoin and Ether products. Spot Bitcoin ETFs alone recorded $817.9 million in single-day outflows, contributing to roughly $1.1 billion in net redemptions so far in January and turning monthly flows negative. Ether and XRP products also posted sizable outflows, while broader risk-off sentiment tied to tariff concerns, tech stock weakness and high leverage unwinds added pressure across digital assets.

In the fourth quarter of 2025, Swiss cryptocurrency banking group Sygnum reported that its market-neutral BTC Alpha Fund delivered an annualized return of 8.9%. Launched in October 2025, the fund attracted more than 750 Bitcoin from professional and institutional investors within four months and targets steady BTC-denominated yields through arbitrage and relative-value strategies on centralized exchanges.

As spot gold climbed to a record $5,311 per ounce on Wednesday, Tether increased its physical bullion reserves to about 130 metric tons while also backing its XAUt token with separate holdings. At the same time, Coinbase has been spotlighting its support for gold and other metal futures trading as Bitcoin stays below $90,000 and trails the metal's performance.

Strategy bought 2,932 BTC for $264.1 million last week amid a market sell-off, taking its holdings to 712,647 BTC. The purchases averaged $90,061 per coin, and Bitcoin briefly fell below $87,000 during the period. January additions stand at about 40,100 BTC, surpassing August–December 2025 totals.

Crypto exchange-traded products recorded $1.73 billion in weekly outflows, the biggest since mid-November 2025. Withdrawals were led by Bitcoin at about $1.09 billion and Ether at $630 million, while Solana saw $17.1 million of inflows and Chainlink added $3.8 million; issuer losses were topped by BlackRock's iShares at $951 million.

The Financial Times reported on Friday that Ledger is in talks with Goldman Sachs, Jefferies and Barclays about a potential US IPO that could value the firm above $4 billion. Ledger posted a record 2025 with revenue in the triple-digit millions amid rising crypto hacks, and it declined to confirm the IPO discussions when contacted.

Messari research analyst Austin Weiler argues that insider trading can only be meaningfully deterred on prediction markets that implement Know Your Customer checks, while fully onchain, non-KYC platforms face near-impossible enforcement. He notes that even KYC cannot completely prevent abuse, as insiders may still pass information to third parties, but it allows platforms to restrict access and raise enforcement standards amid growing scrutiny of political and geopolitical betting.