NEW YORK, January 4, 2026, 12:36 ET — Market closed
- Bitcoin rose about 1.5% on Sunday, holding above the $90,000 level.
- U.S.-listed bitcoin ETFs and crypto-linked shares closed higher in Friday’s session.
- Traders are watching Monday’s reopening for ETF flow follow-through and Friday’s U.S. jobs report.
Bitcoin climbed back above $91,000 on Sunday, extending a new-year rebound that lifted crypto-linked stocks and U.S.-listed bitcoin funds in the first session of 2026.
With U.S. stock markets shut for the weekend, the move still matters for holders of spot bitcoin exchange-traded funds (ETFs) — listed funds that hold bitcoin and trade like stocks — and for companies whose shares tend to track the token’s swings.
It also lands ahead of a busy U.S. macro week that could reset interest-rate expectations, a key driver for risk assets from tech stocks to cryptocurrencies.
Bitcoin was up 1.47% at $91,383 by 12:36 p.m. ET, after ranging between $89,987 and $91,670 on the day, data showed.
In Friday’s U.S. session, the iShares Bitcoin Trust ETF (IBIT) rose 2.6% to $50.94, while Fidelity’s Wise Origin Bitcoin Fund (FBTC) gained 2.6% to $78.19 and Grayscale’s GBTC added 2.6% to $70.14.
Crypto-linked equities also advanced. Coinbase Global closed up 4.6% at $236.53, while Strategy rose 3.5% to $157.16; miners Marathon Digital and Riot Platforms jumped 10.2% and 12.0%, respectively.
Spot bitcoin ETF flows were supportive into the weekend. U.S.-listed funds took in a net $471.3 million on Jan. 2, with BlackRock’s IBIT drawing $287.4 million, Farside Investors data showed. Farside
On Friday, bitcoin gained 1.69% to $89,789.87 as the dollar firmed and Treasury yields edged higher, Reuters reported, with investors looking ahead to a backlog of delayed U.S. data after the government shutdown. Reuters
“It’s going to be a time to actually do a lot of assessment,” said Juan Perez, director of trading at Monex USA, referring to the coming wave of U.S. economic releases. Reuters
On Saturday, Philadelphia Fed President Anna Paulson said further rate cuts could be some way off as officials take stock of the economy after last year’s easing, underscoring how quickly rate expectations can swing. Reuters
But bitcoin has a history of sharp reversals in thin weekend liquidity, and a renewed jump in yields or a turn back to ETF outflows could knock it below $90,000 again. The token is still about 28% below its Oct. 6, 2025 record, Coinbase data show. Coinbase
Next up is Monday’s U.S. reopening, when traders will watch whether ETF demand holds and whether bitcoin can keep $90,000 as a floor through cash-market hours. The next major macro catalyst is the U.S. Employment Situation report due Friday, Jan. 9 at 8:30 a.m. ET, followed later in the month by the Fed’s Jan. 27-28 policy meeting. Bureau of Labor Statistics
