binanceinsights

ビットコインETFは2026年に記録的な流入で勢いを増しており、主要な機関のシフトを示しています。1月の最初の2営業日で、米国の現物ビットコインETFは12億ドル以上を引き寄せ、アナリストは勢いが続けば年間流入が1500億ドルに達する可能性があると予測しています。この急増は、ビットコインの投資物語を小売の投機から機関の採用へと再形成しています。
---
📊 ビットコインETFウォッチ – (2026年版)
- 2026年の爆発的なスタート：現物ビットコインETFは、今年の最初の48時間で12億ドルの流入を見ました。

Bitcoin's Turbulent February Start: Navigating the Dip Amid Fed Shifts and Geopolitical Tension
As we kick off February 2026, the cryptocurrency market is grappling with a sharp correction, with Bitcoin (BTC) leading the charge downward. Trading at approximately $77,726 as of early February 1, BTC has shed over 4.3% in the past 24 hours, extending a multi-day decline that has erased more than 30% from its 2025 peak. This plunge below the psychologically crucial $80,000 mark—hitting lows around $75,710 during thin weekend trading—has sparked debates among analysts: Is this the onset of a prolonged bear market, or a healthy pullback in an otherwise bullish cycle? In this comprehensive update, we'll dissect the latest news, key facts, and expert analysis, while providing actionable insights to help investors weather the storm and position for potential recovery.
The Current State of Bitcoin: Price Action and Market Metrics
Bitcoin's price action on February 1 paints a picture of capitulation. After briefly dipping below $76,000 in overnight trading, BTC has clawed back modestly to hover near $77,700–$79,000, but volatility remains elevated. The global crypto market cap has contracted to $2.66 trillion, down nearly 5% daily, with BTC's dominance holding steady at around 59%. Ether (ETH), Solana (SOL), and other major altcoins have fared worse, with ETH down 9.3% to below $2,400 and SOL slipping 7%, underscoring a broad risk-off sentiment.
Key metrics highlight the pain:
Liquidations Surge: Over $2.5 billion in positions were wiped out in the last 24 hours, including a staggering $220 million loss by a single ETH trader. This marks one of the largest liquidation events since the October 2025 flash crash, primarily hitting leveraged long positions.Hashrate Plunge: Bitcoin's network hashrate fell 12%—its worst drop since the 2021 China mining ban—due to severe U.S. winter storms forcing miners offline. This reduces mining output and profitability, potentially pressuring smaller operators to sell holdings.On-Chain Insights: Long-term holders (LTHs) are offloading BTC at the fastest rate since August 2025, signaling profit-taking or fear. Meanwhile, mega-whales (holders of 1,000+ BTC) are accumulating, suggesting confidence in a rebound. Retail investors, however, are exiting en masse, as evidenced by declining social volume and negative sentiment scores hitting 2026 highs.
From a technical standpoint, BTC has breached major support at $80,000, with the next critical zone at $71,000–$74,000, aligning with the Fibonacci 0.618 retracement level. The Relative Strength Index (RSI) is deep in oversold territory at around 24, but in downtrends, this can persist without immediate reversal. Analysts like Carmelo Alemán from CryptoQuant warn of a "regime shift" into bear territory, while others, such as Plan C, see the $77,000 low as a potential cycle bottom.
Driving Forces: Macro Headwinds and Geopolitical Ripples
The downturn isn't isolated—it's intertwined with broader economic and global events. President Trump's nomination of Kevin Warsh as the next Fed Chair on January 30 has rattled markets. Warsh, a former Fed governor known for hawkish views, is seen as likely to prioritize tighter monetary policy, strengthening the U.S. dollar and delaying rate cuts. This has amplified liquidity concerns, with some traders fearing reduced financial system cash flows, which historically pressure risk assets like BTC.
Geopolitically, escalating U.S.-Iran tensions add fuel to the fire. With U.S. warships deployed and threats of strikes, oil prices could spike, boosting safe-haven demand for BTC in the long run but exacerbating short-term volatility. The U.S. imposed sanctions on Iran-linked crypto exchanges, marking a first and highlighting regulatory risks. Domestically, a partial government shutdown since January 31 looms, though markets expect a quick resolution; prolonged issues could spike overall volatility.
On the institutional front, Bitcoin ETFs continue to see outflows, with $1.33 billion exiting in late January's worst week. However, positive developments include pending state-level BTC allocations: Florida's HB 173 could authorize $30 billion from pensions, South Dakota targets $500 million, and Missouri eyes $8.5 billion—potentially injecting $50 billion in demand against monthly issuance of just $1.35 billion. MicroStrategy's ongoing buys, despite its stack now underwater, underscore corporate conviction.
In-Depth Analysis: What This Means for the Market
This correction echoes historical patterns: BTC's 35-40% pullbacks are common in bull runs, often preceding stronger rallies. Sentiment analysis from Santiment shows "fear" at yearly highs, which paradoxically signals capitulation and potential bottoms. On-chain data reveals a crisis of confidence, with BTC slipping out of the top 10 global assets by market cap temporarily. Yet, this could be a shakeout: Veteran trader Peter Brandt warns of drops to $60,000, but Bitwise's Matt Hougan emphasizes rewards for long-term holders. On-chain data reveals a crisis of confidence, with BTC slipping out of the top 10 global assets by market cap temporarily. Yet, this could be a shakeout: Veteran trader Peter Brandt warns of drops to $60,000, but Bitwise's Matt Hougan emphasizes rewards for long-term holders. Ethereum's focus on post-quantum security is a forward-looking win, positioning it for quantum threats. For the ecosystem, tokenized equities surging 3,000% to nearly $1 billion in 2025 demonstrates blockchain's real-world utility beyond speculation.
Value for Investors: This dip underscores BTC's role as "digital gold"—less tied to traditional yields but sensitive to macro shifts. Historical February returns average 14.3%, suggesting upside if supports hold. Diversify into stablecoins for liquidity, monitor RSI for divergences, and use dollar-cost averaging (DCA) to mitigate volatility. Avoid leverage in corrections; focus on fundamentals like state adoptions for long-term conviction.
Outlook: Rebound or Deeper Correction?
Analysts are split. Bullish views point to a short-term bounce above $75,000 targeting $90,000–$98,000, driven by ETF inflows resuming and state buys. Bearish outlooks warn of $60,000 by Q3 if macro pressures mount. Prediction markets like Robinhood peg BTC above $77,750 with 97% odds, while the Rainbow Chart suggests fair value up to $157,000.
In summary, February 1's market underscores crypto's maturation amid real-world risks. While painful, such resets often forge stronger foundations. Stay informed, manage risk, and remember: In BTC's history, patience has paid off.
Binance Exclusive: "From Dip to Dominance: Why This Bitcoin Correction Could Spark the Next Supercycle"
In today's volatile landscape, Bitcoin's slide to $77,000 isn't a death knell—it's a strategic entry point. At Binance, we're converting our SAFU fund's $1B stablecoins into BTC, reinforcing our belief in its resilience. Recent news like state pension inflows and our Fermi Hard Fork boosting BNB Chain speed highlight ecosystem strength. Analysis: With $50B in potential U.S. state demand looming, this dip flushes weak hands, setting up for a rebound. Value for you: Trade spot on Binance for low fees, use our Wallet for P2P local buys, and hedge with futures. Join our Square for real-time insights—turn today's fear into tomorrow's fortune. #BitcoinRebounds #BinanceInsights

Пока Биткоин штормит, в сети Ethereum произошло то, чего мы ждали годами: 30% всего предложения ETH теперь официально заблокировано в стейкинге.
🛡 «ДЕФИЦИТНЫЙ ШОК»
Задумайтесь: почти каждый третий эфир на планете сейчас «заперт». Его нельзя просто взять и продать в стакан. Это более $120 млрд, которые инвесторы убрали с рынка, веря в долгосрок.
Почему это важно именно сейчас?
Институционалы пылесосят дно: Гигант BitMine только что добавил еще 186,500 ETH ($600 млн) в стейкинг, несмотря на пролив рынка. Уолл-стрит не боится шторма — они строят фундамент.
Цель — $40,000: Да, вы не ослышались. Аналитики из DL News и крупные фонды начали называть цифру в $40k как долгосрочный таргет, учитывая дефицит предложения и сжигание монет.
V-образный разворот: Когда паника из-за шатдауна в США (31.01) утихнет, именно ETH может первым выстрелить вверх, потому что его банально мало на биржах.
🛠 МОЯ ТАКТИКА ПО ETH:
Я рассматриваю текущий уровень ниже $3,000 как зону «умного накопления». Если BTC — это золото, то ETH в 2026 году — это высокотехнологичное цифровое топливо, которого становится всё меньше.
Мой личный прогноз: Как только вопрос с законом CLARITY Act сдвинется с мертвой точки, мы увидим штурм $4,000. Это и будет наш «системный джекпот».
💬 ВОПРОС К ВАМ: Что выберете на этом проливе: консервативный Биткоин или заряженный на рост Эфириум? Пишите свои цели по ETH в комментариях! 👇
#ETH #EthereumStaking #BitMine #CryptoJackpot #BinanceInsights

🚨 暗号の流動性とスリッページ — すべてのトレーダーが取引の前に理解しなければならないこと 🚨
🚀 ほとんどのトレーダーは価格チャートとシグナルに焦点を当てていますが、流動性は勝つ取引と負ける取引の間で最も大きな違いを生むことがよくあります。それについては、Binance Squareを含むソーシャルプラットフォームではあまり語られていません。
📌 流動性とは何ですか？
流動性とは、価格を動かさずに暗号資産をどれだけ簡単に買ったり売ったりできるかを意味します。高い流動性 = スムーズな取引、低い流動性 = 悪い約定と大きな損失。