Arp's Crypto Digest

General Digital Asset Market View:

Over the last week spanning the year-end into the first trading days of 2026, Bitcoin saw a notable shift in ETF flows and market tone. After a period of heavy outflows in mid-late December that extended across the holiday season, U.S. spot Bitcoin ETFs reversed course on Jan 2 with substantial net inflows of roughly $460–$470 million, marking the largest daily demand in several weeks and signalling renewed institutional interest as the new year began. This inflow helped Bitcoin reclaim levels around $90,000, suggesting that some investors who trimmed positions for tax-loss reasons in December were re-entering exposure via ETFs. Despite the previous drawdowns and cautious sentiment through late December, this ETF reversal provided a positive catalyst for price and showed that flow dynamics can swing quickly around year-end rebalancing and macro positioning.

Macro:

The US jobs report will be the main economic release next week, with other US data including the ISM indices and consumer sentiment. Elsewhere, the focus will be on inflation in Europe and China, whilst wage data is due in Japan.

More Crypto:

Long-term BTC holders just stopped distributing — first time since July.

Prediction markets aren’t just about elections anymore.

Stablecoin activity during European hours jumped sharply in 2025.

What Happened This Week:

• Tether bought 8,888 BTC worth $779M in Q4 2025

• Robinhood gave away over $1.5M in Bitcoin to users for the New Year

• Metaplanet bought another 4,279 BTC for $375M and now holds 35,102 BTC worth roughly $3B

• Strategy acquired 1,229 BTC for ~$108.8M at ~$88,568 per BTC

What to Look Out For:

• Trump Media plans to distribute digital tokens to DJT shareholders

• Michael Saylor hints at buying more BTC

• Robinhood is giving $750K in Bitcoin to users

• Iran is offering advanced weapons to foreign governments in exchange for cryptocurrency

What we enjoyed reading and listening to:

• Bankless — Silver Is Going Parabolic, Bitcoin’s Quantum Threat, & ETH’s 2026 Setup -Link

• Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI -Link

• 2026 Predictions: Fugazi to Fundamentals -Link

• Why We’re Going Higher in 2026 -Link

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