Santiment: Bitcoin's Rebound Amid Strengthening Bearish Sentiment May Push BTC Toward $100,000

On January 15, market analysis firm Santiment noted that despite Bitcoin’s price rebound this week, bearish sentiment on social media remains strong. This observation aligns with the broader market phenomenon where retail investor fear often precedes price rallies. Santiment’s analysis suggests that such fear could lead to a reversal in BTC’s price trajectory.

Bitcoin’s price movement in recent weeks has not fully reflected the bearish tone in social media discussions. Retail investors, who often act on sentiment, have shown increased anxiety. Santiment’s data highlights this divergence between price action and social sentiment.

The firm emphasized that strong fear sentiment among retail investors may ironically result in BTC reaching $100,000. This phenomenon occurs when bearish sentiment causes selling pressure that eventually leads to undervaluation and a subsequent bounce.

Why Did This Happen?

Santiment’s findings are based on a combination of price action and social media analytics. When retail investors panic, they often sell their holdings, creating a buying opportunity for more rational or institutional participants. Historical data shows similar patterns before major market reversals.

The firm’s insights are timely, given Bitcoin’s recent price action. While the price has rebounded, the bearish tone in social discussions suggests market sentiment has not fully aligned with this upward movement.

How Did Markets React?

Bitcoin’s price has shown resilience despite the bearish sentiment. The market is currently testing key levels that could determine whether the current rebound is short-lived or a sign of a broader reversal.

Institutional activity has also shown signs of support. BlackRock, for example, has been acquiring Bitcoin at a significant pace, reflecting confidence in the asset class. These purchases may help offset some of the selling pressure from retail investors.

What Are Analysts Watching Next?

Analysts are closely monitoring on-chain metrics like Coin Days Destroyed and SOPR to gauge market sentiment shifts. These metrics provide a more objective view of long-term holder behavior, which can signal potential price movements.

The divergence between retail and institutional behavior is also a key area of focus. If large institutions continue to accumulate while retail investors remain bearish, it could indicate a broader market shift. This scenario has played out in previous cycles and may repeat in 2026.

Investors are advised to track both sentiment and institutional activity. The interplay between these factors could determine the next phase of Bitcoin’s price movement. A sustained rally would require both retail and institutional confidence to converge in a bullish direction.