The recent Bitcoin rally may be driven by real spot demand on Coinbase. Data 
indicating elevated spot activity on Coinbase suggests that this move higher 
is bolstered by direct purchases rather than leveraged positioning in 
derivatives markets. This distinction matters because Spot buying reflects a 
real capital commitment, not a temporary bet. Why Risk Management When Demand 
Is Structural The Bitcoin rally since Sunday&#8217;s Powell subpoena news has been 
largely linked to Coinbase spot buyers. Crypto trader Alex Krüger has 
highlighted on X that both the Adjusted Coinbase Premium and Cumulative Volume 
Delta (CVD) show steady spot accumulation, which is exactly why this has been 
a true hated rally even among bitcoiners. For over a month, the dominant 
narrative in every crypto chat room has been that BTC is lagging while 
equities and commodities are moving upward. Related Reading: Analyst Outlines 
The Bulllish And Bearish Scenarios For Bitcoin – Here’s What To Know However, 
the fun fact is that equities are not accurate, but 40% of the S&amp;P 500 
(Standard &amp; Poor’s 500) stocks have actually closed red in 2025, (39.2% to be 
precise). Perception is doing a lot of work here, and the United States 
Department of Justice (DOJ) move on Powell represented a major macro litmus 
test for BTC. Kruger claims that the BTC long-term value proposition is about 
protecting against the tail risk of central bank profligacy. On Monday, BTC 
surged upward, although the move was just a little surge. According to Krüger, 
the BTC key battlefield remains the 50-week moving average (WMA), which is 
currently around $101,420. Meanwhile, the trader is looking to take some 
profits into short liquidations right above the $100,000 mark. Why Bitcoin 
Benefits First From Institutional Flows The Digital Asset Market Clarity Act 
is set for markup today, January 15th, 2026, in the Senate Banking Committee. 
According to the update by BTC_road_to200k on X (Formally Twitter), this is 
where the lawmakers will debate and shape the final version of the bill before 
it moves forward. Related Reading: Bitcoin Price Stays Pinned Above Support, 
Setting Up a Bigger Move This matters because the art aims to clear up the 
ongoing regulatory uncertainty between the Securities and Exchange Commission 
(SEC) and the Commodity Futures Trading Commission (CFTC), which has been a 
major source of hesitation for large institutional players looking to move 
into Bitcoin and other digital assets. Furthermore, the Clarity Act will be a 
turning point as it aims to clear rules that will bring more confidence to 
banks, pension funds, and large investors, which often translates into higher 
demand and stronger price momentum for BTC. As the regulatory clouds lift, the 
market might start experiencing a renewed wave of institutional money flowing 
in, and that’s obviously bullish for BTC. Featured image from Pixabay, chart 
from Tradingview.com

Bitcoin Rally Reflects Buyer Conviction On Coinbase Spot Markets, Bull Run Back On?

Key U.S. crypto legislation faces new uncertainty as Senate negotiators delay 
action, signaling intensifying political and industry clashes over how digital 
asset markets should be regulated and who should control the future of 
tokenization and DeFi. Senate Banking Committee Postpones Crypto Market 
Structure Markup Amid Growing Policy Fractures A long-awaited Senate Banking 
Committee markup has […]

Crypto Market Structure Bill Stalls as Senate Banking Postpones Markup

The policy shift may reduce spam but could also disrupt InfoFi ecosystems, 
impacting user engagement and developer strategies on X.
The post KAITO drops 20% as X blocks InfoFi apps to fight spam appeared first 
on Crypto Briefing.

KAITO drops 20% as X blocks InfoFi apps to fight spam

State Street&#8217;s move into digital assets could accelerate mainstream adoption, 
reshaping financial services and enhancing market efficiency.
The post Custody giant State Street to roll out new tokenized deposits and 
stablecoins appeared first on Crypto Briefing.

Custody giant State Street to roll out new tokenized deposits and stablecoins

If crypto is to mature into investable, productive infrastructure, we need to 
confront how liquidity gaps fuel these distortions.

Cryptocurrency price in BHD