SOL, BTC, and Market Optimism: Key Crypto Themes to Watch in Early 2026

• SOL whales accumulate across tokens, strong liquidity and seventy percent BH scores signal confidence.
• MicroStrategy Bitcoin accumulation continues and Berkshire Hathaway leadership hints openness to BTC.

Market discussion at the opening of 2026 reflects shifting attention across digital assets and global finance. Data released by Santiment points to rising engagement around selected cryptocurrencies, leadership transitions, and investor sentiment tied to recent performance. Social volume patterns provide a reflection of public attention and not predictions.

Sustained SOL Accumulation Signals Measured Optimism

According to Santiment, Solana attracted the most attention in online discussions over a seven day span, while various SOL associated tokens experienced notable buying pressure.

Analysis shows repeated accumulation by large holders, with several participants acquiring more than ten SOL per transaction. Liquidity levels remain solid even as market capitalizations differ across assets, suggesting steady trading conditions and sustained interest from large holders.

The level of confidence among investors seems to be measured. BH sentiment scores mostly hover around 70%, reflecting moderate optimism. This is attributed to the expectation that prices would appreciate in the future or to some project developments associated with the Solana network.

New Mayor Era Meets Crypto Market Hope

New York City ranks second in terms of participation volume in online discussions. Public attention followed the inauguration of Zohran Mamdani, whose swearing-in ceremony marked a notable political moment. Social engagement conveys optimism, while some uncertainty remains due to earlier administrative practices.

The market sentiment related to the new year reveals a broad range of emotions. According to the analytics firm, discussions include gains as well as losses, showing varied experiences, though general negativity has declined.

Traditional finance news also sparks conversation. Warren Buffett’s departure after sixty years at Berkshire Hathaway was met with a balanced response. Under Buffett’s management, Berkshire Hathaway has recorded an average annual return of 19.9%, while the S&P 500 recorded a rise of approximately 18% in 2025. His resignation drew strong attention, especially because his successor is said to hold a more favorable view of Bitcoin.

MicroStrategy’s Bitcoin Strategy Faces Market Doubt

MicroStrategy’s Bitcoin holdings have increased from 70,470 in 2020 to a forecasted 672,497 by the end of 2025. It makes up over 3.2% of the Bitcoin currently available. Yet, in spite of this level of buying, the company’s stock price has slid 50% in 2025, while Bitcoin has fallen only 6%.

Investors are divided on whether this strategy represents a “bold long term bet on Bitcoin’s future” or a risky decision that is “destroying shareholder value.” According to Santiment, the company’s dedication to stockpiling Bitcoin, has raised concerns about the company’s status in the market.

As of press time, Bitcoin trades at $87,779 with a decrease of 1.14% in the past 24 hours.