VanEck's Head of Digital Assets Research Matthew Sigel projects that Bitcoin could be valued near $2.9 million per coin by 2050 in the firm's long-term base-case scenario. The outlook assumes BTC is adopted for 5% to 10% of global trade settlement and reaches a 2.5% share of central bank reserve assets, alongside a 15% annualized return from 2026 to 2050, while alternative bear and bull cases point to much lower or significantly higher prices.

On January 9, the U.S. Supreme Court did not issue a decision on former President Donald Trump's global tariffs case, leaving January 14 as the next potential opinion date. The ruling will address tariffs imposed under emergency powers and could alter trade policy, with possible spillover effects on broader markets, including digital assets. As of January 10, 2026, Bitcoin trades around $90,361.02, while market participants remain cautious until the Court clarifies its stance.

In the first days of 2026, Bitcoin climbed back toward the top of its weekly range, approaching $94,800 while major altcoins also advanced. Price has traded above the 20-day moving average, with liquidation clusters forming between $89,000 and $87,000 and near $95,000 resistance. On Jan. 5, a futures buy surge of nearly $1.1 billion and about $100 million in short liquidations drove intraday volatility, leaving Bitcoin in a range shaped by leveraged positioning around key levels.

On Friday, Solana (SOL) fell nearly 4% after a second attempt this week to clear resistance near $144, while it continued to trade within a $120–$145 range. Market observer Crypto Batman sees scope for a pullback toward $128–$130 and November lows, while King Arthur flags a reclaim of $143–$152 toward $171.55. As of writing, SOL is $134.9, down 2.3% on the day.

On 10 January 2026, stablecoin-powered cards were presented as a leading payments theme for the year. Backed by rapid 2025 growth at Rain and a valuation near $2 billion, the model routes card settlement over blockchains while keeping the consumer experience unchanged. Western Union is preparing a Solana-based settlement system in 2026, underscoring institutional momentum.

Bitcoin has been trading sideways since late November around the $90,000–$91,000 zone after failing to hold above its October 2025 peak. Analyst Axel Adler notes that the current drawdown from the October high is about −27%, with a maximum pullback near −33%, far milder than earlier cycles that saw declines of −75% to −92%. CVDD model readings show BTC still trading roughly 2x above its long‑term on‑chain fair value near $46,600, suggesting the market has not yet entered a classic capitulation phase.

As January nears its end, Bitcoin is trading above $85k while 30-day open interest sits at its lowest level since 2022, indicating a market that has shifted away from excessive leverage. At the same time, U.S. job openings have fallen by 885k over the past 12 months and markets see only a 13% chance of an imminent rate cut, keeping broader sentiment cautious. If this combination of subdued positioning and macro uncertainty persists, a gradual move toward the $100k level by the first week of February remains within reach.

Andreessen Horowitz (a16z) said on Friday it raised over $15 billion to invest in technologies it views as critical to America's future, naming crypto and AI as priorities. The firm outlined allocations to Growth ($6.75 billion), Apps and Infrastructure ($1.7 billion each), American Dynamism ($1.18 billion), Bio and Healthcare ($700 million), plus $3 billion for other strategies.