Bitcoin's looking pretty solid for late January through February based on the data I'm tracking. That said, I'm more cautious about the longer-term picture heading into 2026.

This is something I'm holding loosely—more data-driven than gospel.

Our flow models actually picked up a bottom around December 24th, and things have been moving in a positive direction since then. Here's the thing though: historically when investor flows tick up like this, it usually takes somewhere between 2-3 weeks before the market really feels it. So timing-wise, we're right in that window where momentum could start building through early 2026. But beyond that? The macro setup gets messier, and I'm watching the bigger picture pretty carefully.