NEW YORK, January 5, 2026, 02:51 ET — Market closed
- Bitcoin rose about 1% in early Monday hours, holding above $92,000 after weekend volatility.
- ETF flow data from the last U.S. session showed net inflows into spot bitcoin funds.
- Traders are bracing for U.S. economic data this week, starting with the ISM factory survey later Monday.
Bitcoin climbed in early Monday trade, steadying above $92,000 as investors weighed weekend geopolitical headlines and set up for a data-heavy week. The world’s largest cryptocurrency was last up about 1.2% at $92,469.
The move matters because bitcoin has started 2026 leaning on the same drivers that move broader risk assets — interest-rate expectations, the U.S. dollar and cross-asset volatility. A fresh run of U.S. macro releases this week will test whether the rebound has staying power once U.S. markets reopen.
Crypto traders also remain focused on institutional demand after the launch of U.S.-listed spot bitcoin exchange-traded funds — products that hold bitcoin and trade like stocks. Their daily flows can reinforce price swings in the underlying token.
U.S. spot bitcoin ETFs logged net inflows of $471.3 million on Jan. 2, the latest session with published flow data, according to Farside Investors. BlackRock’s iShares Bitcoin Trust — the biggest of the group — listed net assets of about $69.2 billion as of Jan. 2 on its website.
Outside crypto, investors were assessing a dramatic weekend in Venezuela after the United States captured President Nicolas Maduro and President Donald Trump said Washington would put the country under temporary American control, Reuters reported. “The removal of Venezuelan President Nicolas Maduro by the U.S. is unlikely to have meaningful near-term economic consequences for the global economy,” Neil Shearing, group chief economist at Capital Economics, said. Reuters
Crypto-linked stocks ended the last U.S. session higher. Coinbase Global rose 4.6%, while Strategy — a major corporate bitcoin holder — gained 3.5% at the prior close.
In Monday’s session, bitcoin traded between roughly $90,900 and $93,200, keeping traders focused on the $90,000 area as a near-term support zone. A clean break back through the $93,000 handle would put recent highs back in play.
But the rebound is vulnerable if U.S. data pushes yields and the dollar higher, tightening financial conditions and squeezing leveraged bets. A turn back to net outflows from ETF products would add to downside pressure by pulling demand out of the market.
The next immediate catalyst is the Institute for Supply Management’s manufacturing PMI report due at 10:00 a.m. ET on Monday; PMI is a monthly survey gauge of factory activity, where 50 separates expansion from contraction. Traders also have the ADP private payrolls report scheduled for Jan. 7 and the U.S. government’s employment report for December due on Friday, Jan. 9 at 8:30 a.m. ET.
