U.S. Investors Continue Bitcoin Distribution Amid Weak Demand
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Jan 11 2026- Market Dynamics: Recent Coinbase data indicates that U.S. investors are distributing Bitcoin, reflecting actions from ETFs, institutional desks, and large corporations, resulting in weak demand and preventing prices from sustaining above the $94,000 short-term peak.
- Demand Gap: Despite stable conditions in the derivatives market, the lack of consistent U.S. spot buying is hindering Bitcoin's ability to build upward momentum, leading to a sideways price structure that reflects market uncertainty about future trends.
- Liquidity Signals: Global liquidity has remained flat over the past two weeks, and while Bitcoin's price has been choppy, expectations for improved liquidity conditions in 2026 are rising, which could influence the performance of risk assets.
- Market Comparison: Bitcoin is currently caught between two opposing forces: weak U.S. spot demand is capping short-term upside potential, while improving macro liquidity expectations are somewhat limiting downside risks.
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.
