Bitcoin is stabilizing early in 2026, hovering between $85K and $94K with initial gains exceeding 3%. Analysts attribute this recovery to two key macro headwinds turning favorable: a weakening US dollar down roughly 9% year-to-date, plus a steepening Treasury curve with the 2-year-10-year spread widening to approximately 70 basis points. The easing ETF outflow pressure adds another supporting factor, suggesting institutional demand remains resilient beneath the surface.
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ConfusedWhale
· 8h ago
The dollar has fallen by 9%, which is truly a positive signal. I thought it was going to be the end before.
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The 85-94K range is really stable. The fact that institutions haven't exited is the biggest positive.
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Is ETF outflow pressure easing? This indicates that big players are quietly buying the dip.
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The dollar needs to weaken for cryptocurrencies to strengthen. It's basic economic knowledge, everyone.
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The Treasury curve has indeed been well played; the macro outlook has finally shifted.
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It feels like a bottom consensus is forming; otherwise, institutions wouldn't be so patient.
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A 9% depreciation of the dollar—this data is quite intense.
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It's the same old story of institutions' "invisible demand" that retail investors can't see, but this time it seems to be real.
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DAOdreamer
· 14h ago
The US dollar has depreciated by 9%? Bitcoin is really about to take off now, and the institutions are holding back quite a bit.
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FreeRider
· 01-08 16:54
Can a 9% drop in the US dollar support Bitcoin? The smell of institutional buying is quite strong.
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DeFi_Dad_Jokes
· 01-08 16:53
US dollar depreciation + institutional bottom-fishing, is this stable trend real? Feels like it's all just on paper benefits.
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NewPumpamentals
· 01-08 16:52
The dollar is weakening, and institutions are secretly accumulating. This rhythm feels a bit familiar.
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ETHmaxi_NoFilter
· 01-08 16:40
Is the US dollar really that stable with a 9% drop? I feel like institutions are secretly accumulating heavily.
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SocialAnxietyStaker
· 01-08 16:36
Institutions continue to buy the dip as the US dollar depreciates. Is this wave really stabilizing?
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RunWhenCut
· 01-08 16:28
A 9% drop in the dollar can be offset? This rebound feels a bit fake, can it really break through 94K?
Bitcoin is stabilizing early in 2026, hovering between $85K and $94K with initial gains exceeding 3%. Analysts attribute this recovery to two key macro headwinds turning favorable: a weakening US dollar down roughly 9% year-to-date, plus a steepening Treasury curve with the 2-year-10-year spread widening to approximately 70 basis points. The easing ETF outflow pressure adds another supporting factor, suggesting institutional demand remains resilient beneath the surface.