Bitcoin Enters 2026 Consolidation Phase as Capital Inflows Decline
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Jan 08 2026- Declining Capital Inflows: CryptoQuant CEO Ki Young Ju highlights a significant decline in Bitcoin's capital inflows, as diversified liquidity and long-term treasuries disrupt traditional market cycles, leading to a consolidation phase that impacts investor confidence.
- Low Large Holder Activity: Despite a recent price rebound, large holder exchange activity remains low, indicating a lack of distribution pressure from major holders, which may result in limited price volatility in the future.
- ETF Inflows Resurgence: U.S. spot ETF flows have re-emerged following late-2025 outflows, suggesting institutional demand is re-establishing itself, potentially providing support for Bitcoin prices, although overall market sentiment remains cautious.
- Weak Retail Demand: Market analysts note that retail investors are notably absent from the current recovery phase, and despite price stabilization, the broader investor base has not returned, indicating a lack of confidence in the market.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
