The crypto market entered 2026 with strong activity across social media platforms, according to Santiment analyst Brian Quinlivan, who highlighted that retail investors’ restrained optimism may favor further gains if sustained, while the behavior of institutional holders remains under close observation.
Santiment’s data showed increasing social media engagement for Bitcoin, as retail users appeared both active and skeptical entering the new year. Analyst Brian Quinlivan stated,
He said this behavior helps support price growth without triggering sharp corrections.
At the time of reporting, Bitcoin traded around $89,930, rising 1.77% over the previous 24 hours, per CoinMarketCap data. Quinlivan said a rapid price surge to $92,000 could expose the actual mood of retail participants. He warned that sudden excitement could result in quick corrections if too many users react emotionally.
The Crypto Fear & Greed Index gave a score of 29, placing it in the “Fear” zone for early January. The index has fluctuated between “Fear” and “Extreme Fear” since November 2025. While this metric suggests worry, Santiment’s real-time data shows more confidence in retail circles.
CoinGlass data showed Ethereum typically gains 19.07% in January, offering historical support for strong starts. The same dataset revealed that Bitcoin averaged 3.75% growth during the month, reinforcing positive expectations. Still, analysts remain focused on retail behavior to judge market health.
Brian Quinlivan emphasized that “retail impatience and hesitation can actually help markets rise more steadily over time.” He added that the crypto market performs best when users hold tempered expectations. Ethereum’s recent activity mirrors Bitcoin’s, with gradual momentum building into early 2026.
Crypto observers note that price moves for major assets often rely on retail and institutional decisions alike. Quinlivan said traders should watch for possible emotional reactions if Ethereum gains too quickly. If enthusiasm builds too fast, corrections may follow, as in previous cycles.
Recent sentiment diverges from past Januarys, where excessive enthusiasm led to downturns. This time, data reflects improved discipline from retail participants. That balance, according to analysts, could help support price stability in the early part of the year.
Citi analyst Alex Saunders forecasted that Bitcoin might recover in the near term, supported by crypto ETF inflows. He projected that ETF adoption could reach $15 billion, offering a potential floor for Bitcoin prices. However, he cautioned that such support may not last long.
Saunders explained that ETF flows give both retail and institutional buyers easier access to Bitcoin exposure. These instruments could support prices temporarily, depending on how adoption trends unfold. The key remains consistent inflows and sustained market interest.
Meanwhile, JPMorgan’s Nikolaos Panigirtzoglou highlighted Strategy’s enterprise-value-to-holdings ratio as an important metric. The company’s ratio remains above 1.0, suggesting it is not under pressure to sell holdings.
This ratio reassures analysts watching for potential sell pressure in the crypto market. Institutional holding patterns continue to influence retail confidence. Any shift from major holders could affect sentiment quickly across social platforms and exchanges.
The post Crypto Market Opens 2026 with Strong Social Buzz, Santiment Reports appeared first on CoinCentral.


