Bitcoin price $94,000 resistance test as U.S. demand returns in 2026

Bitcoin is back with a vengeance. After a quiet holiday stretch, the world's leading cryptocurrency is testing the $94,000 resistance level during the first Monday of 2026. It's a clear signal that American institutional appetite hasn't faded despite a rocky end to the previous year.

Bitcoin price $94,000 resistance and the U.S. demand surge

For the second straight session, crypto prices are holding onto gains during U.S. trading hours. The Coinbase Bitcoin Premium Index, a key metric for U.S. capital flows, has bounced back after hitting its lowest level in nine months on January 1. Trading at around minus 0.03%, the premium indicates that American buyers are re-entering the market following the weekend's geopolitical shifts in Venezuela.

Institutions double down on digital asset holdings

Digital Asset Treasury (DAT) companies are posting double-digit gains today. Strive (ASST) disclosed a purchase of 101.8 BTC in Q4, bringing their total stash to 7,626 BTC valued at roughly $708 million. Meanwhile, American Bitcoin (ABTC) jumped 13% after adding 329 BTC to its reserves. These moves suggest that corporate treasuries are viewing the current price as an attractive entry point for 2026.