Bitcoin Price Analysis: BTC Reclaims $90,000 But US-Venezuela Tensions Present New Challenge

Bitcoin (BTC) finally crossed the $90,000 mark late on Saturday/early Sunday, fueled by renewed investor interest in risk assets amid rising global macroeconomic and geopolitical uncertainty. 

The flagship cryptocurrency is trading around $91,371, up almost 2% over the past 24 hours. 

While BTC remains resilient, its rally could be jeopardized by rising geopolitical tensions as the US stormed Venezuela. The rally could lose steam once traditional markets open on Monday. A sharp decline could spill over into the crypto market and pull the price back below $90,000. However, investors remain optimistic about the price outlook if BTC can remain above certain key levels. 

Peter Schiff Questions Strategy’s Bitcoin-Heavy Approach 

Peter Schiff has criticized Strategy’s Bitcoin-heavy approach, raising questions about whether its recent performance would qualify it for inclusion in the S&P 500. Schiff argued that if Strategy were part of the S&P 500 index, its 47.5% decline in 2025 would put it among the worst performers. The economist stated that Strategy’s aggressive Bitcoin strategy came at the expense of shareholders, and that the collapse of the company’s stock value undermines its claims that buying Bitcoin is the best corporate strategy. 

CLARITY Act: A Complicated Piece Of Legislation: Coinbase 

Coinbase’s institutional strategy chief, John D’Agostino, believes comprehensive crypto market legislation could take longer to finalize than stablecoin rules because of complexity around DeFi oversight and token classification. However, he remains confident that bipartisan momentum will ensure the bill’s passage in 2026. According to D’Agostino, talent flight and greater regulatory clarity in other markets are creating a sense of urgency among lawmakers to create federal frameworks. The Senate Banking Committee has scheduled a markup of the CLARITY Act for January, following months of delays. 

However, D’Agostino justified the delay, stating that market structure legislation is part of the foundational infrastructure for crypto, citing examples of Europe’s MiCA framework and regulatory clarity in jurisdictions like the UAE. 

Crypto Hack Losses Register Sharp December Decline 

Losses stemming from crypto hacks registered a substantial decline in December, indicating improved security. However, overall risk remains quite high across the crypto ecosystem. In 2025, there was substantial hacker activity across the crypto ecosystem. However, exploit activity slowed down in December as companies used better security protocols and responded faster to limit damage caused by exploits. However, annual losses due to hacks remain high after a year of high-profile breaches of protocol vulnerabilities. 

Projects have increased scrutiny and security of smart contracts, focusing on smart contract audits. They have also implemented real-time monitoring and faster response timing when vulnerabilities are detected. Collaboration between blockchain analytics firms and developers has also improved, allowing projects to track and recover funds before they are laundered. 

Spot Bitcoin ETFs Start 2026 Strong 

Spot Bitcoin ETFs started 2026 in positive territory, registering $471.3 million in net inflows on Friday. The inflows are the largest since November 11, when the ETFs recorded $524 million in net inflows. Investors use ETF inflows to gauge sentiment towards the asset class and to glean clues about short-term price movements. BTC is down nearly 2% over the past 30 days, as market caution following the October flash crash persists. 

Bitcoin (BTC) Price Analysis 

The weekend brought plenty to cheer about for Bitcoin (BTC) holders as it finally reclaimed $90,000 and crossed $91,000. The flagship cryptocurrency continued its uptrend for a fourth day, crossing $89,000 on Friday. Buyers retained control on Saturday as it reclaimed $90,000 and settled at $90,598. BTC is up over 1% during the ongoing session, trading around $91,528. 

However, the rally’s resilience could be tested on Monday after the US began military operations against Venezuela and captured Venezuelan President Nicolas Maduro. The flagship cryptocurrency held above $90,000 despite the attack, and is trading above the 21-day moving average. According to analyst Michael van de Poppe, if BTC continues trading above this level, it could indicate continued price accumulation in January. BTC’s resilience against the backdrop of US-Venezuela military tensions is significant because risk assets like BTC tend to register a substantial decline during periods of geopolitical tensions and macroeconomic headwinds. However, market sentiment and price action could turn negative on Monday, when traditional markets reopen for trading. Wealth Manager, a prominent analytics account, stated in a post on X, 

Crypto analyst Lenneart Snyder agreed, stating that BTC could see more volatility once traditional markets reopen. 

BTC ended the previous weekend at $88,639, registering a marginal increase. The price reached an intraday high of $90,541 on Monday but lost momentum and settled at $88,556. Selling pressure intensified on Tuesday as BTC fell 1.27% to $87,429. Despite the selling pressure, the price recovered on Wednesday, rising 0.21% to $87,609. However, selling pressure returned on Thursday as BTC fell 0.50% to $87,171. BTC reached an intraday high of $89,496 on Friday but failed to sustain momentum and settled at $87,296.

Source: TradingView

Price action remained positive over the weekend, with BTC rising 0.59% on Saturday and 0.08% on Sunday to $87,877. The price reached an intraday high of $90,325 on Monday. However, selling pressure forced BTC to retreat below $90,000 and settle at $87,110. The price recovered on Tuesday, rising 1.48% to $88,397. However, selling pressure returned on Wednesday as BTC fell 1.02% to $87,497. The price recovered on Thursday, rising 1.42% to reclaim $88,000 and settle at $88,738. Buyers retained control on Friday as BTC rose 1.37% crossing $89,000 to $89,957. BTC finally reclaimed $90,000 on Saturday, increasing 0.71% to $90,598. The flagship cryptocurrency is up almost 1% during the ongoing session, trading around $91,342.

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.