U.S. equities rallied on January 5 with the Dow Jones rising 1.2% to a record above 49,000, the S&P 500 gaining 0.6%, and the Nasdaq Composite adding 0.6%, driven by energy and defense stocks surging on the U.S. capture of Venezuelan leader Nicolás Maduro. An MSCI benchmark of global stocks hit a new peak with Asian stocks set for positive opens extending record highs. The pan-European Stoxx 600 closed 0.9% higher with European defense stocks rallying, including Rheinmetall (+9.3%), Hensoldt (+8.2%), and Leonardo (+6.3%). Asia traded largely in green with mainland China's CSI 300 up 0.91%, Hong Kong's Hang Seng gaining 0.78%, and Japan's Nikkei adding 0.86%. Bitcoin has gained 6% through the first five trading days of 2026 on its longest winning streak since October, with Bitcoin above $90,000 and Ethereum above $3,100. Fundstrat's Tom Lee predicts 2026's first half may face institutional rebalancing volatility before a massive rally in the back half, arguing Ethereum is entering a multi-year expansion phase. Globally, the MSCI All Country World ex-USA outpaced the S&P 500 in 2025 with 29.2% gains versus 16.39%, benefiting from defense spending and a weakening dollar that fell 9.4%, its worst year since 2017.
US Spot ETF Flows
Asset
Daily Inflow
Daily Change
Weekly Inflow
Total Assets
Daily Volume
BTC ETFs
$697.3M
+48.0%
$697.3M
$123.5B
$5.9B
ETH ETFs
$168.1M
-3.6%
$168.1M
$20.0B
$2.2B
SOL ETFs
$16.2M
+90.5%
$16.2M
$1.1B
$43.3M
US BTC Spot ETF Flows
US ETH Spot ETF Flows
US SOL Spot ETF Flows
Crypto Liquidations Summary
Liquidation Type
Value
% of Total
24h Change
Total Liquidations
$387.47M
-
$+148.19M (+61.93%)
Shorts
$320.58M
82.7%
$+142.28M (+79.80%)
Longs
$66.90M
17.3%
$+5.91M (+9.70%)
BTC
$181.33M
46.8%
$+97.43M (+116.12%)
ETH
$72.97M
18.8%
$+16.51M (+29.24%)
Strategy acquired an additional 1,286 BTC for approximately $116.3 million between Dec. 29 and Jan. 4.
Grayscale bought 1,283 BTC for $116 million on Monday, increasing holdings to over 673,000 BTC, while reporting a $17.4 billion Q4 unrealized loss in an SEC filing.
Ethereum's validator exit queue fell near zero for the first time since July due to increased staking demand led by Bitmine's aggressive accumulation.
Grayscale's Ethereum Staking ETF (ETHE) made its first-ever distribution of staking rewards to shareholders on January 6, 2026, paying $0.083178 per share, marking the first time a spot crypto ETP in the U.S. has distributed staking rewards.
