🚨 The Great Rotation of 2026: Why Bitcoin is Failing as a Safe Haven Today?

This Monday, February 2, teaches us a painful lesson: the crypto market has ceased to be an "island" and is now Wall Street's favorite hostage. 📉

While Bitcoin struggles to hold onto $77,000, smart capital is doing something that few mention: it's returning to Gold and RWA (Real World Assets). Here are the 3 global factors that will define your portfolio today:

​1️⃣ Institutions "Underwater": For the first time in months, the market price is below the average acquisition cost of the ETFs. This is not just a "dip"; it is a structural change. If $74,500 doesn't hold today, the selling algorithms will be triggered automatically. 🤖

​2️⃣ Uncertainty in the Fed and Government Shutdown: With Polymarket giving a 70% probability of fiscal instability in the U.S., the average investor is selling risk assets to seek liquidity. Bitcoin, which was supposed to be the salvation, is acting like a hyper-leveraged technology asset.

​3️⃣ ETH: The weakest link: Ethereum has lost its key support at $2,500. With the RSI at oversold levels not seen a year ago, a technical rebound is possible, but the sentiment is one of "indifference," which is more dangerous than panic.

​💡 My Strategy:

I am not looking for the bottom. I am looking for volume confirmation. Until we see a net positive inflow in the ETFs from BlackRock or Fidelity, any rise will be a "Bull Trap."

​Question for debate:

Do you think Bitcoin has lost its "digital gold" narrative or is it just a necessary purge to reach $100k by the end of the year?

​👇 Vote and justify your answer:

​🟢 Accumulating (Believe in the cycle)

​🟡 Waiting in Stablecoins (Prudence)

​🔴 The market has changed forever (Bearish)

​#Bitcoin2026 #GlobalMarkets #BinanceSquare #CryptoStrategy #GoldVsBTC