The cryptocurrency market is an unforgiving ecosystem where absolute euphoria can give way, in a matter of weeks, to icy pessimism. If you are reading these lines with a sense of anxiety while looking at your portfolio, know that this emotion is perfectly valid and shared by millions of investors worldwide. The reality of financial markets, however, demands that we put emotion aside and face the facts.
The undisputed King, Bitcoin (BTC), has literally plummeted. We are talking about a staggering 50% drop from its last All-Time High, which had propelled the asset to around $125,000. This correction is anything but negligible ; it shakes the very foundations of the bullish convictions built during the last cycle.
But here is the raw truth that many refuse to see : the fall could be even more devastating if Bitcoin has indeed entered a structural “bear market,” similar to the crypto winters of 2018 or 2022. Although BTC has enjoyed a brief pause, driven by a slight return to the green in ETF (Exchange Traded Funds) flows, a new bearish leg is not only possible but technically probable. And if it materializes, it could brutally drag BTC back down to $38,000.
Welcome to the “Maximum Pain Scenario.” It is time for a complete, uncompromising Bitcoin Price Update grounded in real data.
The Return of the Downtrend : Anatomy of a Freefall
Hope springs eternal, as they say. For several days, investors believed in a lull when the Bitcoin price managed to somewhat stabilize around the psychological threshold of $70,000. On social media and in armchair analyses, the word “bottom” began to be whispered.
However, markets do not care about our hopes. The sellers (the bears) quickly regained control of operations. Selling pressure intensified, and the BTC price immediately punished this excess optimism with a brutal 3% drop in the space of 24 hours.
The January 2026 ETF launch update.
We’re looking at all of the ETF launches in the US during that month.
But first, here’s a new fact.
The U.S. ETF assets reached a new record of $14T after a stellar 2025 that delivered $1.5T in net inflows. Momentum is carrying into 2026, with $171B in net inflows already recorded in January, up from $103B in January 2025.
There were 85 US launches that month, down a substantial amount from December’s 134.
Global X launched a suite of US Treasury STRIPS bond ETFs starting with the Global X Zero Coupon Bond 2030 ETF (ZCBA) and running up through 2035. Low expense ratio of 7 bps.
Great to have these kind of fixed income ingredients available for retail/advisors to be able to customize their portfolios !
The average fee for a Good launch dropped to 42 bps, mostly due to the Global X suite mentioned above but continuing the trend of value products being launched.
Other funds to highlight that month, which does NOT constitute any endorsement, Simplify Chinese Commodities Strategy No K-1 ETF (CCOM) launched with a 99 bps fee.
I’ll also highlight a three-pack of thematic products, Nomura Transformational Technologies ETF (FRWD), Impax Global Infrastructure ETF (BLDX), and Roundhill Robotaxi, Autonomous Vehicles & Technology ETF (CABZ).
However, what I’d really like to highlight is that a number of funds are focusing on transformational technology and infrastructure buildouts.
The CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF (EEE) is available for 95 bps and offers a 75% S&P 500 and 25% Crypto split as a packaged product.
The next fund I’ll pick on is CoreValues America First Technology ETF (USMD). The thesis is fine.
Investors seeking exposure to the potential growth of infrastructure and technology as a result of an “America First” policy set in the US can use this product to do so.
Final hat tip to Blackrock iShares for launching iShares Mortgage-Backed Securities Active ETF (MMBA).
