Bitcoin Eyes $94K Amid Continued Early U.S. Market Strength in Crypto

Crypto markets opened the first Monday of 2026 with renewed strength as digital assets extended early gains during U.S. trading, reversing a late‑2025 pattern of intraday pullbacks. Bitcoin and broader crypto prices climbed as traders rotated back into risk assets following the weekend capture of Venezuela’s Nicolás Maduro, a move that helped lift sentiment across markets. CoinDesk+1

The Coinbase Bitcoin Premium Index — a measure of the price gap between bitcoin on the U.S. exchange Coinbase and the global average, often used as a proxy for U.S. demand — has climbed sharply this week after hitting a nine‑month low when bitcoin traded near $88,000 on Jan. 1. The improvement suggests U.S. capital flows are starting to return. CoinDesk

Bitcoin has rallied nearly 1% since U.S. markets opened, trading around $92,700 and nearing the $94,000 level, its highest since early December. Ether and XRP posted similar gains, while Solana made modest advances. Despite a slight pullback in some altcoins, dogecoin remains about 20% higher over the past week, drawing significant ETF inflows. CoinDesk

Market participants said momentum has shifted from negative to positive after a quiet holiday stretch, with the $95,000 area a key level to watch for bitcoin. If prices and ether hold above current support through the U.S. session, systematic buyers could enter and extend the rally. CoinDesk

Shares of digital asset treasury companies, which were among the worst performers in 2025, led crypto‑related stock gains on Monday. Strive (ASST) jumped by double digits after disclosing the purchase of an additional 101.8 BTC in the fourth quarter, bringing its holdings to roughly 7,626 BTC. American Bitcoin (ABTC) rose 13% following its addition of 329 bitcoin, raising its reserves to 5,427 BTC, while Solana‑focused DeFi Development (DFDV) also posted strong gains.