Fidelity Digital Assets reports that Bitcoin’s volatility has fallen to its lowest level on record as of Jan. 8, 2026. The shift could reshape trading strategies and derivatives pricing across crypto markets.
BlackRock started 2026 with roughly 774,000 BTC under management, about 674,000 of which are effectively locked up, while Fidelity and other asset managers further concentrate supply through regulated ETFs and corporate treasuries. This growing institutional grip is tightening liquid bitcoin availability and shaping market dynamics.
Fidelity’s macro chief Jurrien Timmer warned that both Bitcoin and gold may experience a “down year” or underperformance in 2026. The outlook could pressure flows into crypto and precious-metal strategies as investors reassess hedges.
Jurrien Timmer, Fidelity's Director of Global Macro, forecast that 2026 will be a down year for Bitcoin. The call from a major asset manager could influence institutional sentiment and market positioning.
Fidelity macro director Jurien Timmer called the sell-off in speculative assets — including Bitcoin — "probably a good thing," framing the crash as a corrective event. His comment highlights a view that painful declines could remove excesses from markets even as they pressure prices.
Fidelity and Canary Capital have launched regulated, staking-enabled Solana ETFs that give investors direct exposure to SOL plus on-chain rewards. The move widens institutional access and highlights growing demand for yield-bearing crypto products.
Bloomberg analysts say Fidelity’s FSOL and Canary Marinade’s SOLC will debut Tuesday, bringing spot Solana ETFs to five. Despite continued inflows into Solana funds, SOL’s price has fallen, leaving a disconnect between fund demand and the token.
NYSE Arca has issued an approval letter for Fidelity’s Solana Fund, clearing the way for the fund to be listed and potentially begin trading within days. The development is seen as positive for crypto, signaling growing institutional acceptance and easier access to SOL for investors.
Fidelity Digital Assets research head Chris Kuiper says visible buying from spot Bitcoin ETPs and corporates hasn’t produced decisive upside because other sellers are offsetting flows. He identifies clear pockets of supply that are keeping prices muted.
Fidelity says steady selling from long-term Bitcoin holders is weighing on price even as ETFs and corporations continue to buy. On-chain data shows a slow decline in coins inactive for over a year, indicating measured profit-taking rather than a panic-driven capitulation.