Focus: Macro Trends & Regulation
As we head into mid-January 2026, the market is laser-focused on one date: January 15, 2026. This is when the U.S. Senate Banking Committee is scheduled to review the Digital Asset Market Transparency Act (The CLARITY Act).
🔍 Fundamental Analysis
Institutional Walls: Spot Bitcoin ETFs have now surpassed $115 billion in combined assets. We are no longer in a "retail-driven" market. The current price floor of $90,000 for $BTC is backed by massive institutional liquidity from the likes of BlackRock and Fidelity.
The Ethereum Trust:
Morgan Stanley has officially filed registration for an Ethereum Trust. This signals that the "Institutional Phase 2" (Altcoin Adoption) is finally here.
The Prediction:
If the CLARITY Act passes or shows positive momentum next week, we expect $BTC to break its current consolidation and target $105,000 by the end of Q1. If it stalls, we may see a healthy retest of the $82,000 support zone.
Trading View: Maintain a "Buy the Dip" stance as long as $BTC stays above the 50-day SMA of $88,000.
