BTC USD Slips Below $90K as Investors Pull $1.3B From ETFs

26-Jan-2026 99Bitcoins

Bitcoin fell after investors yanked more than $1.3 billion from US spot Bitcoin ETFs in just days. BTC USD hovered near $86,000, down about 7% on the week, as steady selling hit the market.

BTC USD price slipped below $90,000 after heavy selling pressure from US spot Bitcoin ETFs. Investors pulled out more than $1.3 billion in just days, with outflows hitting every session in the recent week. The largest weekly redemption since earlier periods reached $1.33 billion, led by big names like BlackRock’s IBIT seeing hundreds of millions in redemptions.

This follows a pattern seen before: November 2025 recorded record ETF outflows of around $3.47 billion. Bitcoin now trades roughly 29–30% off its October 2025 peak near $126,000. Some market watchers view the consolidation as normal, with longer-term trends mattering more than short-term noise

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Strategy Buys More Bitcoin – Whales Accumulate as Retail Sentiment Weakens

On the whale front, activity leans toward accumulation despite the dip. Wallets holding 1,000+ BTC added over 100,000 BTC in recent weeks, pushing their total supply to around 7.17 million BTC. Large players scooped up tokens during weakness, with some reports of 270,000 BTC accumulated by whales in January alone. Exchange supplies tightened as tokens moved off platforms, reducing available sell pressure.

While a few newer holders realized losses on bad entries, overall whale metrics show confidence through buying on dips. Notably, Strategy announced the purchase of 2,932 BTC for about $264 million at an average price of $90,100 per bitcoin.

As of January 25, 2026, their total holdings stand at 712,647 BTC, bought for a cumulative $541.9 billion at an average cost of around $76,000 per bitcoin.

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BTC USD Price Analysis – Retest of $86K Support

Btc usd price analysis

(Source: TradingView)

BTC USD sits near $87,800 after briefly dipping below $87,000 over the weekend. The weekly change is down 7–8%, with a monthly drop of around 10–11% from early January levels near $98,000. From the longer view, it’s 29–30% below the October high of $126,000, with recent lows testing $86,500.

Support appears solid around $86,000–$87,000, where buyers stepped in on dips. RSI readings indicate oversold territory, opening the door for a rebound toward $90,000 if inflows reverse or whales continue adding.

Resistance looms at $90,000-$92,000; a clear hold above $90,000 could signal recovery toward $92,000–$95,000. Downside risk exists below $86,000, potentially targeting $85,000 or lower in a deeper pullback.

Trading volume softened during the dip, but stablecoin levels remain steady, suggesting sidelined money could return on signs of stabilization.

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The post BTC USD Slips Below $90K as Investors Pull $1.3B From ETFs appeared first on 99Bitcoins.

Also read: Strategy ($MSTR) Sells $257 Million in Stock to Buy 2,932 Bitcoin
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