Rational Active Allocation - Update (Jan 2026)

Photo by Brian Wangenheim on Unsplash

Bitcoin's New Year Bounce: Is This the Turnaround We've Been Waiting For?

Okay, so 2025 wasn't exactly a blockbuster year for Bitcoin. It limped to the finish line, with prices stuck in a pretty narrow range ($85k - $94k) while stocks were smashing records. Lots of folks likely took profits on winning investments elsewhere and sold off their crypto to offset taxes – not ideal! Plus, everyone was generally feeling good about traditional investments, so Bitcoin got a bit left behind.

But... things are looking a little brighter as we kick off 2026. Bitcoin's actually up over 3% in the first few trading days, while stocks have cooled off a bit. Could this be the start of a change?

The good news is, all that selling pressure from the Bitcoin ETFs seems to be easing up. It looks like a lot of the initial "de-risking" (fancy finance talk for people selling to lock in profits/reduce risk) is probably done. Now, it's all about watching those ETF flows – will more money come in from big investors, or will everyone stay on the sidelines? That’s the big question.

And finally, Strategy Inc. is STILL buying Bitcoin, and they're doing it in a pretty smart way – raising money through preferred stock sales to build up their Bitcoin reserves. That's a strong signal in the long-term potential of Bitcoin.


If you are not ready to hold Bitcoin yourself, an option while you “Study Bitcoin”, is to follow our "platform verified” strategy - Rational Active Allocation. You can do so with as little as £20 per month, knowing that every allocation update we make to accumulate more Bitcoin will be replicated for you. This is a custodial solution from ICONOMI (we will never hold your funds) aimed at those just starting their Bitcoin journey.

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This publication is general in nature and is not intended to constitute any professional advice or an offer or solicitation to buy or sell any financial or investment products. You should seek separate professional advice before taking any action in relation to the matters dealt with in this publication. Please also note our disclosure here