The first week of 2026 has seen an increasingly evident divergence in the crypto market. Bitcoin, after a brief rebound at the beginning of the year, faced resistance again, with its price falling back above $91,000. Meanwhile, the entire Altcoins sector is exhibiting a K-shaped trend—top assets like Ethereum and Solana maintain steady upward momentum, but small and mid-cap tokens are generally weakening.

According to the latest data, the total global cryptocurrency market capitalization is approximately $3.1 trillion, a slight decrease of 0.5% compared to last week. Market correction signs are clearly visible. Specifically, Bitcoin has declined 3% over the past 24 hours, and mainstream indices have also dropped by 1.5%. What’s the reason? Analysts believe it’s mainly due to institutional investors taking profits, coupled with global economic uncertainties, all exerting selling pressure.

However, there is an interesting contrast here. Despite the short-term selling pressure, Bitcoin ETFs have absorbed nearly $700 million in capital inflows at the start of 2026. This indicates that long-term funds remain bullish, and institutional allocation demand has not cooled down. The market experiences intense short-term volatility, but the fundamentals still support the overall trend.

Solana and Ethereum are performing relatively resilient against declines. Investors should monitor whether these mainstream assets can maintain their support levels during the correction. For holders of small and mid-cap tokens, increased caution is necessary to guard against risks.