Bitcoin Price Analysis: BTC Jumps Above $95,000 As US Inflation Data Lifts Crypto Market 

Bitcoin (BTC) and the broader cryptocurrency market registered a sharp rally as softer US inflation numbers and geopolitical tensions boosted demand for safe-haven assets. The flagship cryptocurrency rallied nearly 5% on Tuesday, reaching an intraday high of $96,250 before settling at $95,384. BTC is up 3.48% during the ongoing session, trading around $95,145. 

Meanwhile, US spot Bitcoin ETFs recorded $753 million in inflows on Tuesday, marking their strongest day since October 2025. 

CLARITY Act Markup Set For January 27 

The Senate Agriculture Committee has scheduled the markup hearing for its crypto market structure bill for January 27. The committee announced on Monday that its final markup for the bill will take place six days after the release of its legislative text on January 21. Committee Chairman John Boozman stated, 

This schedule ensures transparency and allows for thorough review as the committee moves forward with legislation to provide clarity and certainty for crypto markets. I’m grateful to Senator Booker, who continues to be a great partner, as well as our staff for their hard work and dedication to create new rules to protect consumers while also supporting American innovation.

A markup allows committees to finalize details, debate bills, and suggest amendments. The committee then votes to send the bill, edited or unedited, for consideration by the Senate. Once the Senate passes the bill, it is sent to the US House of Representatives before reaching President Donald Trump’s desk. 

US Inflation Data Boosts Bitcoin (BTC) Higher 

Bitcoin (BTC) and the broader cryptocurrency market posted a substantial rally over the past 24 hours as softer inflation data fueled demand for safe-haven assets. Progress on the CLARITY Act also helped investor sentiment. Bitcoin (BTC) registered a sharp jump as it reclaimed $95,000, reaching an intraday high of $95,801 before moving to its current level of $94,886, up almost 4%. The market rally was largely due to encouraging US inflation data. 

The Bureau of Labor Statistics inflation data revealed that the headline Consumer Price Index (CPI) remained at 2.7%, while core CPI, which excludes food and energy products, dropped to 2.6%. The numbers suggest President Trump’s tariffs may not have had a substantial impact on inflation. Analysts believe inflation could fall further as gasoline prices and mortgage rates drop. 

Monthly US CPI inflation came in as expected at 0.3% for both core and headline measures. Annual headline inflation is 2.7% (as expected) and core 2.6% (somewhat lower than expected). This data release will not change rate expectations in any significant manner — that is to say, the Fed is on hold with the question being how long of a pause.

Prediction Market Volume Hits Record Levels 

Trading volumes on US prediction markets hit a record $701.7 million on Monday despite recent US regulatory action. Kalshi accounted for two-thirds of the total trading volume at $465.9 million, while Polymarket and Opinion registered $100 million worth of trades. The new record easily beat the previous volume record of $666.6 million, set only a day earlier. Prediction markets have become the latest trend in the cryptocurrency ecosystem, with several major cryptocurrency exchanges, including Coinbase and Gemini, planning to integrate them. Self-custody wallets like MetaMask have also made similar moves. 

Prediction markets attracted renewed regulatory scrutiny after an anonymous Polymarket bet over Venezuelan President Nicolas Maduro’s ouster was placed hours before his capture. The bet paid out over $400,000, leading to speculation about the identity of the individual and insider knowledge. 

Bitcoin (BTC) Price Analysis 

Bitcoin (BTC) and the broader market rallied on the back of US inflation data and progress around the CLARITY Act. The flagship cryptocurrency started the week in positive territory and rallied nearly 5% on Tuesday, reaching an intraday high of $96,250 before settling at $95,384. 

Analysts believe Bitcoin’s move past $95,000 sets it up for a move towards the psychological $100,000 mark. Analysts attributed the latest rally to a surge in spot buying as investor sentiment improved after the US inflation data. Crypto analyst Will Clemente stated in a post on X, 

Seems like this rally on Bitcoin is led by spot buying and getting faded by perps as funding goes negative while open interest rises + most spot volume in days.

Holders’ spot buying of Bitcoin is interpreted as a bullish signal, as investors are purchasing the underlying asset itself rather than Bitcoin futures or options. Analyst Michael van de Poppe also believes Bitcoin is heading towards the $100,000 mark, stating, 

It’s quite clear that this is going to run to $100K in the coming week and that dips are for buying. The bull market hasn’t died, it’s about to start.

Meanwhile, spot Bitcoin ETFs registered their largest daily inflow in three months, pulling in $753 million on Tuesday. The sharp reversal indicates returning institutional demand as investors rotate back into risk assets following year-end portfolio rebalancing. According to data from CoinGlass, Bitcoin ETFs snapped a four-day outflow streak on Monday, recording $116 million in inflows. Fidelity’s FBTC led the inflows with $351 million, followed by Bitwise’s BITB with $159 million. BlackRock’s IBIT recorded $126 million in net inflows. 

BTC ended the previous weekend in positive territory, rising 0.99% to $91,494. Bullish sentiment intensified on Monday as the flagship cryptocurrency rose 2.60%, crossing $93,000 to $93,870. Selling pressure returned on Tuesday as the price dropped to a low of $91,203 before reclaiming $93,000 and settling at $93,722. Selling pressure intensified on Wednesday as BTC fell nearly 3% to $91,279. Sellers retained control on Thursday as the price briefly fell to a low of $89,200 before settling at $91,026.

Source: TradingView

BTC faced volatility on Friday as buyers and sellers struggled to establish control. Sellers ultimately gained the upper hand as the price fell 0.56% to $90,515. Price action was mixed over the weekend as BTC registered a marginal drop on Saturday before rising 0.54% on Sunday to $90,872. The price faced volatility on Monday as buyers and sellers struggled to establish control. Buyers ultimately gained the upper hand as BTC registered a marginal increase to $91,188. The flagship cryptocurrency rallied on Tuesday, rising nearly 4% to reclaim $95,000 and settle at $95,384. BTC is trading around $95,177 during the ongoing session.

Disclaimer: This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

Disclaimer: This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.