As of January 2026, Bitcoin maintains a dominance above 64%, ETF assets under management exceed $110 billion, and realized capitalization continues to trend upward. These metrics suggest that capital entering the network is increasingly long-term and price-insensitive.
Online discussions circulating on Chinese social media platforms show high-end homes in Shenzhen Bay, once considered among the most resilient property markets in mainland China, being weighed directly against assets such as Bitcoin, Nvidia shares, and BNB.
Arthur Hayes argues that quiet liquidity expansion by the Federal Reserve and Japan’s central bank could push Bitcoin beyond $124,000 and toward $200,000 in 2026, while fueling selective altcoin rotation.
Strategy, the largest corporate holder of Bitcoin, submitted a formal objection describing the threshold as “discriminatory, arbitrary, and unworkable,” warning that it would redefine operating companies as investment funds based solely on balance sheet composition rather than business activity.
One of the most notable trends is the broadening scope of investor portfolios. The average Indian investor now holds five tokens instead of the two or three common in 2022, reflecting a shift toward research-driven diversification.
