Reason to trust Strict editorial policy that focuses on accuracy, relevance, and impartiality Created by industry experts and meticulously reviewed The highest standards in reporting and publishing How Our News is Made Strict editorial policy that focuses on accuracy, relevance, and impartiality Ad discliamer Morbi pretium leo et nisl aliquam mollis. Quisque arcu lorem, ultricies quis pellentesque nec, ullamcorper eu odio. The recent Bitcoin rally may be driven by real spot demand on Coinbase. Data indicating elevated spot activity on Coinbase suggests that this move higher is bolstered by direct purchases rather than leveraged positioning in derivatives markets. This distinction matters because Spot buying reflects a real capital commitment, not a temporary bet. Why Risk Management When Demand Is Structural
The Bitcoin rally since Sunday’s Powell subpoena news has been largely linked to Coinbase spot buyers. Crypto trader Alex Krüger has highlightedon X that both the Adjusted Coinbase Premium and Cumulative Volume Delta (CVD) show steady spot accumulation, which is exactly why this has been a true hated rally even among bitcoiners. For over a month, the dominant narrative in every crypto chat room has been that BTC is lagging while equities and commodities are moving upward. Related Reading Analyst Outlines The Bulllish And Bearish Scenarios For Bitcoin – Here’s What To Know 1 day ago
However, the fun fact is that equities are not accurate, but 40% of the S&P 500 (Standard & Poor’s 500) stocks have actually closed red in 2025, (39.2% to be precise). Perception is doing a lot of work here, and the United States Department of Justice (DOJ) move on Powell represented a major macro litmus testfor BTC. Kruger claims that the BTC long-termvalue proposition is about protecting against the tail risk of central bank profligacy. BTC’s ongoing rally supported by spot buying | Source: Chart from Alex Krüger on X
On Monday, BTC surged upward, although the move was just a little surge. According to Krüger, the BTC key battlefield remains the 50-week moving average (WMA), which is currently around $101,420. Meanwhile, the trader is looking to take some profits into short liquidationsright above the $100,000 mark. Why Bitcoin Benefits First From Institutional Flows
The Digital Asset Market Clarity Act is set for markup today, January 15th, 2026, in the Senate Banking Committee. According to the updateby BTC_road_to200k on X (Formally Twitter), this is where the lawmakers will debate and shape the final version of the bill before it moves forward. Related Reading Bitcoin Price Stays Pinned Above Support, Setting Up a Bigger Move 2 days ago
This matters because the art aims to clear up the ongoing regulatory uncertainty between the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC), which has been a major source of hesitation for large institutionalplayers looking to move into Bitcoin and other digital assets.
Furthermore, the Clarity Actwill be a turning point as it aims to clear rules that will bring more confidence to banks, pension funds, and large investors, which often translates into higher demand and stronger price momentum for BTC. As the regulatory clouds lift, the market might start experiencing a renewed wave of institutional money flowing in, and that’s obviously bullish for BTC. BTC trading at $96,780 on the 1D chart | Source: BTCUSDT on Tradingview.com Featured image from Pixabay, chart from Tradingview.com