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Bitcoin briefly dipped below the $72,000 level during the latest wave of selling before staging a quick rebound back above $73,000, offering a short-lived sense of stability in an otherwise fragile market.

Key takeaways
Bitcoin briefly fell below $72,000 before quickly reclaiming the $73,000 level.Extreme fear and heavy liquidations continue to dominate market sentiment.Analysts are split between historical bottom signals and ongoing macro-driven downside risks.
Despite the bounce, sentiment remains deeply bearish, with Bitcoin still nursing losses of nearly 20% over the past seven days as volatility continues to dominate trading conditions.
The move below $72,000 triggered a fresh burst of liquidations across major exchanges, accelerating downside momentum before buyers stepped in. While the rebound suggests demand remains present at lower levels, the recovery has so far lacked strong follow-through, keeping traders cautious about the market’s near-term direction.
Market Structure Weakens Despite Short-Term Rebound
From a technical standpoint, Bitcoin’s broader structure remains under pressure. The recent drop broke through several key support zones on lower timeframes, reinforcing the prevailing downtrend even as price reclaimed $73,000. Elevated volume during the sell-off points to forced selling rather than controlled distribution, a pattern commonly seen during periods of heightened fear.
Still, some analysts argue that extreme conditions may be setting the stage for a potential turning point. Crypto analyst Michael van de Poppe highlighted that when Bitcoin is measured against the S&P 500, the weekly RSI is approaching the lowest levels ever recorded. Similar readings in 2015 and 2022 coincided with major bear market bottoms, suggesting the current environment could be closer to exhaustion than continuation.
https://twitter.com/CryptoMichNL/status/2019151199866614134
Institutions Warn Liquidity Risks Persist
Caution remains high among traditional financial players. Investment firm Stifel recently warned that Bitcoin could still face substantial downside if macro conditions fail to improve. The firm pointed to tight Federal Reserve policy, slowing progress on U.S. crypto regulation, declining liquidity, and continued ETF outflows as factors that could pressure prices further based on historical market cycles.
Sentiment indicators reflect this uncertainty. Market psychology has sunk into “extreme fear,” a level typically associated with declining participation from both retail and institutional investors. While such conditions have historically preceded sharp rebounds, they have also been known to persist longer than many expect.
Altcoins Lag as Risk-Off Mood Dominates
Altcoins remained under heavy pressure even as Bitcoin stabilized above $73,000. Ethereum, Solana, and XRP all posted sharp weekly losses, with Solana standing out as one of the weakest performers over the past 24 hours. The uneven recovery underscores a broader risk-off environment, where capital remains concentrated on defensive positioning rather than chasing rebounds.
For now, Bitcoin’s ability to hold above $73,000 may determine whether the market can consolidate or if renewed selling pushes prices back toward recent lows.
#BTC

The crypto market remains under heavy pressure as selling accelerates across both majors and altcoins, extending the recent downturn and keeping sentiment firmly in risk-off mode.

Key Takeaways
Bitcoin and major altcoins continue to trend lower, keeping market sentiment under pressure.Solana is the biggest loser over the past 24 hours as altcoin weakness deepens.Liquidations jumped to nearly $880 million, amplifying losses across the market.
Bitcoin continued its slide, trading near $72,500 after another weak session. The world’s largest cryptocurrency is now down sharply on the week, with buyers struggling to step in as volatility stays elevated and liquidation pressure builds across derivatives markets. This is the lowest level BTC has hit since 2024.
Altcoins are following the move lower, with losses broad-based across the top of the market. Solana stands out as the biggest underperformer over the past 24 hours, dropping close to double digits as risk appetite fades.

Ethereum, BNB, XRP and Dogecoin have also posted notable daily declines, reinforcing the defensive tone.
The selloff triggered a fresh wave of forced liquidations. According to market data, total crypto liquidations surged to nearly $880 million over the past 24 hours, with long positions accounting for the vast majority.
The imbalance highlights how crowded bullish positioning had become before prices rolled over. Additionally the crypto market cap dropped 3.88% to $2.47 trillion
The drawdown is also weighing on large institutional holders. Michael Saylor’s firm, Strategy, is now sitting on an unrealized loss of roughly $2.1 billion on its Bitcoin holdings as prices trade well below the company’s average purchase levels.
While Strategy maintains a long-term view, the current market environment underscores how quickly paper losses can expand during sharp corrections.
With macro uncertainty still high and leverage being flushed out, traders are bracing for continued volatility. Until liquidation activity cools and spot demand stabilizes, the crypto market remains vulnerable to further downside.
#crypto

Ripple had one of its busiest weeks in months, rolling out regulatory, institutional, and tokenization developments even as XRP’s price struggled alongside the broader crypto market.

Key Takeaways
Ripple locked in key EU and UK regulatory approvals, expanding its regulated footprint across Europe.Institutional activity picked up with new brokerage support and large-scale real-world asset tokenization on XRPL.RLUSD supply and liquidity continued to grow, with new mints, a Binance listing, and a planned Japan launch.XRP price weakened despite ETF inflows, sliding toward the $1.50 support amid market-wide sell-offs.
At the start of the week, Ripple secured full approval for an Electronic Money Institution license from Luxembourg’s CSSF, giving the company the green light to offer regulated payment services across all 27 EU member states.
The approval builds on Ripple’s January milestone in the UK, where it obtained both an EMI license and cryptoasset registration from the FCA, allowing it to operate directly out of London’s financial district. Together, the EU and UK licenses significantly expand Ripple’s regulated footprint in two of the world’s most important financial hubs.
Institutional expansion and real-world tokenization
Ripple’s institutional arm also made moves this week. Ripple Prime announced support for Hyperliquid, opening the door for institutional clients to access on-chain derivatives liquidity within a single brokerage framework.
At the same time, Ripple partnered with Billiton Diamond and Ctrl Alt to tokenize more than $280 million worth of certified polished diamonds from the UAE on the XRPL. The initiative relies on Ripple’s enterprise custody infrastructure to track provenance and ownership history, although secondary market trading is still pending final regulatory clearance.
The deal highlights Ripple’s growing focus on real-world asset tokenization beyond traditional payments.
Stablecoin growth, ETFs, and market pressure on XRP
On the stablecoin front, RLUSD’s circulating supply climbed to around $1.39 billion after a fresh mint aimed at meeting rising institutional demand for real-time settlement. Ripple is also working with SBI on plans to distribute RLUSD in Japan in early 2026, targeting enterprise use cases.
Liquidity received another boost in late January when Binance listed RLUSD against USDT and XRP.
Meanwhile, XRP-related exchange-traded funds have now attracted more than $1.37 billion in net inflows since their late-2025 launch, with issuers including Canary Capital, Bitwise, Franklin Templeton, Grayscale, and 21Shares. Despite the institutional momentum, XRP has been under pressure, testing a key support level around $1.50 after falling nearly 20% over the past week amid heavy liquidations and a broader market sell-off. Additionally Bank of America revealed a new filling showing exposure to XRP ETFs.
Conclusion
Looking ahead, Ripple is set to host XRP Community Day on February 11–12, with leadership including CEO Brad Garlinghouse expected to outline strategic priorities and discuss wrapped asset developments. The event comes at a moment when Ripple’s regulatory and enterprise progress is accelerating, even as short-term price action for XRP remains under strain.
#Ripple

Ethereum is flashing a rare disconnect between price and fundamentals, a setup that hasn’t been seen since the depths of the last major bear market.

Key Takeaways
Ethereum usage is at record highs while price remains far below its peak, echoing the 2019 setup.Liquidations have reset leverage, with $2,100 flagged by traders as the key decision level.The gap between fundamentals and price is raising questions about a potential mispricing.
Network usage has surged to all-time highs, while ETH continues to trade roughly 50% below its peak, leaving analysts increasingly focused on whether the market is mispricing the asset.
Ethereum Network Activity Hits Record Highs
On-chain data shows Ethereum’s active addresses interacting with smart contracts climbing to around 3.4 million, a record level and nearly three times higher than the peak seen during the 2021 bull cycle.
This rise in activity comes despite a prolonged price drawdown, pointing to sustained usage across DeFi, infrastructure, and on-chain applications even as market sentiment remains fragile.

A Familiar Pattern From the 2019 Lows
A similar divergence played out in early 2019. At the time, Ethereum was trading near $1,200 and widely dismissed by the market. Yet roughly 1.2 million addresses were actively using the network as developers continued building during the bear market. That period ultimately marked the start of a powerful multi-year rally that carried ETH to nearly $4,800.
Price Weakness Versus Growing Adoption in 2026
The current cycle shows an even sharper contrast. Ethereum’s price has been cut roughly in half from its peak near $6,400, while network participation has expanded far beyond previous highs. Active addresses with contract interactions now sit at about 3.4 million, highlighting how the scale of adoption in 2026 dwarfs the levels seen during the last major accumulation phase.
Liquidations Reset Leverage Across the Market
Recent volatility has triggered heavy deleveraging. More than $312 million in Ethereum positions were liquidated over a short period, with long positions accounting for the majority of the losses. This flush of leverage suggests that speculative excess has been reduced, potentially lowering immediate downside risk if selling pressure begins to ease.
Key Levels Highlighted
Market analyst Daan Crypto Trades pointed out that Ethereum has successfully defended the $2,100 area on a second test, reinforcing it as a must-hold zone for bulls. According to his analysis, this horizontal range is one of the most important areas to watch, as it has repeatedly acted as both support and resistance across multiple market cycles.

He notes that Ethereum’s price structure remains highly level-driven at this stage. A clean break above nearby resistance levels would open the path toward the next upside target, while a loss of the $2.1K region could accelerate downside momentum toward lower support zones. In his view, Ethereum is currently in a binary phase where reactions at these horizontal levels matter more than indicators or narratives, with price direction likely to follow whichever level gives way first.
From a technical standpoint, Ethereum remains under pressure in the near term. RSI has spent time near oversold territory, reflecting stretched selling conditions, while MACD remains negative but shows early signs of stabilizing. The $2,100-$2,150 zone has emerged as a critical support area, with repeated defenses attracting close attention from traders.
Is Ethereum Being Mispriced Again?
The broader question facing the market is whether Ethereum is once again being underestimated. With network activity at record highs and price still lagging well behind prior peaks, the current setup echoes a period when fundamentals quietly improved before price followed. Whether history rhymes again will likely depend on how ETH behaves around key support levels in the weeks ahead.
#ETH

Bitcoin is trading around $73,700 at the time of writing, remaining under pressure as bearish sentiment continues to dominate the market.

Key Takeaways
Bitcoin holds near $73,700 despite heavy bearish sentiment.April low sweep with high volume hints at local capitulation.Long-term outlook for 2026 remains constructive.
Recent sessions have been defined by heightened volatility, weak confidence across risk assets, and lingering macro uncertainty, all of which have weighed on short-term price action. Despite this, several analysts argue that the broader structure still points to a bottoming process rather than the start of a prolonged bear phase.
April Lows Swept as Volume Spikes Signal Potential Capitulation
According to crypto analyst Michaël van de Poppe, Bitcoin recently swept the April lows, triggering a sharp increase in trading volume. Historically, such volume spikes during downside moves often indicate forced selling and local capitulation rather than sustained distribution. Van de Poppe also noted that the US government shutdown ended shortly after the sweep, helping remove a key source of macro-driven risk sentiment.

From a market structure perspective, he expects Bitcoin to consolidate in the current range, potentially forming a higher low. If that scenario plays out, he sees scope for a rebound toward the $82,000–$84,000 area, even as sentiment remains cautious in the near term.
On-Chain Metrics Suggest Downside Risk, but Not a Structural Breakdown
While price action hints at stabilization, on-chain data presents a more complex picture. The Cap Loss Ratio - which compares Bitcoin’s realized capitalization to its market capitalization - has historically marked periods of true capitulation when the entire network falls deeply underwater.
In prior cycles, the metric peaked above 0.5 in 2015, around 0.4 during the 2018–2019 bear market, and near 0.3 in 2022. Each cycle has shown diminishing severity, reflecting a maturing market structure. If that trend holds, final capitulation in the current cycle could emerge closer to the 0.1–0.2 range. At present, the metric has not yet reached those levels, implying that further downside cannot be fully ruled out.
Why the Long-Term Outlook Remains Constructive for 2026
Despite lingering downside risk, history suggests that these transitional phases often coincide with long-term accumulation rather than trend failure. Previous cycles show that the most pessimistic sentiment frequently appears well before the next expansion phase becomes visible in price.
With structural adoption trends intact and macro conditions likely to evolve over the coming quarters, analysts increasingly view the current environment as a late-stage bearish phase. While short-term volatility may persist, the broader setup continues to support an optimistic outlook for Bitcoin into 2026, even as today’s market mood remains uneasy.
#BTC

CoolWallet has introduced support for energy rental services within the TRON blockchain ecosystem, giving users a more cost-efficient way to transact while maintaining full self-custody.

Key Takeaways
CoolWallet integrated TRON energy rentals, lowering transaction costs without sacrificing self-custody.Users can reduce TRX burn and pay fees using either TRX or USDT on the TRON network.TRX trades near $0.28 as the token consolidates after recent market weakness.
The integration allows holders of TRX and TRC-20 tokens to reduce transaction fees directly through the CoolWallet hardware wallet, paired with its mobile application, without relinquishing control of private keys.
TRON is already one of the most actively used blockchains among CoolWallet users, largely due to its fast settlement times and low transaction costs. By combining TRON’s infrastructure with CoolWallet’s card-style hardware wallet, the update expands access to TRON’s ecosystem for users who prioritize portability, security, and self-custody.
Lower Transaction Costs and More Flexible Fee Payments
A key benefit of the integration is the reduction of TRX burned during token transfers. Instead of paying network fees entirely in TRX, users can now rent Energy, significantly lowering costs for frequent transfers and DeFi activity on TRON.
The system also introduces greater flexibility in how fees are paid. Users can choose to cover Energy costs using either TRX or USDT on the TRON network, allowing for better cost control depending on market conditions and individual preferences.
Focus on Self-Custody and Retail Accessibility
CoolBitX CEO Michael Ou highlighted TRON’s importance within the global stablecoin ecosystem, especially for users focused on transaction efficiency and speed. He said the integration reflects CoolWallet’s commitment to supporting the networks its users rely on most, while preserving full security and asset control.
From TRON’s perspective, community spokesperson Sam Elfarra described the collaboration as a step toward making the network more accessible to users who prefer hardware wallets and self-custody-first solutions. By integrating with one of the most portable hardware wallets on the market, TRON aims to broaden retail access to its blockchain infrastructure and DeFi applications.
TRX Price Action Remains Under Pressure
The announcement comes as TRX trades around the $0.28 level on Binance, following a broader market pullback. On the 4-hour chart, TRX has been moving sideways after a period of decline, with momentum indicators showing subdued conditions and limited upside conviction in the short term.

Despite the recent price weakness, infrastructure-focused developments such as this integration point to continued ecosystem growth for TRON, even as the wider crypto market remains volatile.
#Tron

Crypto markets remain under heavy pressure as risk appetite deteriorates further, with Bitcoin slipping back below the $74,000 level amid broad-based selling across majors and altcoins.

Key takeaways
Total crypto market capitalization has fallen to around $2.58 trillion, down more than 2% on the dayBitcoin is trading near $74,000 after a sharp daily drop, extending weekly lossesEthereum and major altcoins continue to underperform, reinforcing a risk-off environmentThe Crypto Fear & Greed Index remains stuck in “extreme fear,” while RSI readings signal oversold conditions
The latest market data shows declining capitalization, deeply negative sentiment, and technical indicators flashing oversold conditions, underscoring the fragile state of the market.
Market pressure deepens as Bitcoin tests key support
Bitcoin is currently trading around $74,000 after failing to hold higher levels earlier in the week. On a daily timeframe, the price is down roughly 5% over the past 24 hours and more than 17% over the past seven days, according to the market overview. The sell-off has pushed Bitcoin toward a critical support zone that previously acted as a consolidation area during prior pullbacks.

From a technical perspective, Bitcoin’s Relative Strength Index has dropped to the low 20s on the daily chart, well into oversold territory. At the same time, the MACD remains deeply negative, with widening histogram bars suggesting bearish momentum is still dominant. Volume has picked up during the decline, indicating that selling pressure remains active rather than exhausted.
Ethereum has shown relative weakness, falling below $2,150 and posting losses approaching 7% on the day and nearly 29% on a weekly basis. Altcoins have followed suit, with Solana, XRP, and BNB all recording mid-to-high single-digit daily declines, reinforcing the lack of rotation into higher-risk assets.
Broader market indicators echo the caution. The Altcoin Season Index remains subdued, signaling continued Bitcoin dominance despite its own weakness. Meanwhile, the average crypto RSI sits in oversold territory, hinting that downside momentum may be maturing, but without confirmation of a sustained rebound.
Until sentiment stabilizes and Bitcoin decisively reclaims key technical levels, the market is likely to remain volatile and headline-sensitive. Any near-term bounce may be corrective in nature, with traders watching closely for signs of either capitulation or a shift back toward risk-taking behavior.
Polymarket Odds Signal Growing Regulatory Momentum
The sharp move in Polymarket odds underscores a growing belief that U.S. crypto market structure legislation is gaining real momentum. According to the prediction platform, the probability that Bitcoin and broader crypto market structure rules will be signed into law this year has surged above 70%, reflecting shifting expectations among traders and political observers alike.

This optimism follows a series of regulatory signals, including more constructive rhetoric from lawmakers and regulators, as well as increasing engagement between policymakers, traditional financial institutions, and crypto industry leaders. If passed, comprehensive market structure legislation could clarify jurisdictional boundaries, reduce enforcement-driven uncertainty, and create a clearer path for institutional adoption. While near-term price action remains sensitive to macro and liquidity conditions, the rise in Polymarket odds suggests that regulatory clarity - long seen as a major overhang - may finally be moving closer to reality.
#BTC

Bank of America has disclosed holdings tied to an XRP exchange-traded product, marking another notable moment in the gradual integration of digital assets into mainstream finance.

Key takeaways
Bank of America disclosed indirect exposure to XRP through shares of the Volatility Shares XRP ETF.XRP price under pressure amid broader market downtrend.Ripple secured an EU-wide EMI license and expanded its institutional offerings through Ripple Prime.
Regulatory filings show the bank holds roughly 13,000 shares linked to the Volatility Shares XRP ETF, giving it indirect exposure to XRP without holding the token directly.
While the position itself is modest in size, the significance lies in who is taking the exposure. One of the largest financial institutions in the United States acknowledging XRP-linked exposure through an ETF structure reinforces the idea that digital assets are increasingly being accessed through regulated investment vehicles rather than direct custody.
The disclosure also revives attention on Bank of America’s long-running relationship with Ripple. The bank has participated in Ripple-related pilots for cross-border payments since at least 2019 and has been linked to experimentation around blockchain-based settlement infrastructure. Recent industry chatter has also pointed to renewed collaboration around stablecoin and payment rail concepts, though the bank has not publicly detailed the scope of its current usage.
Market participants largely view ETF exposure as a lower-friction entry point for institutions that want price-linked exposure while avoiding direct token management, regulatory uncertainty, or custody complexity. In that context, the filing adds to a growing list of signals that XRP remains on the radar of traditional financial players.
Recent Developments Around Ripple’s Global Expansion
Separate from the Bank of America disclosure, Ripple has continued to expand its regulatory and institutional footprint in early 2026.
On February 2, 2026, Ripple received full approval for an electronic money institution license from Luxembourg’s financial regulator, the Commission de Surveillance du Secteur Financier. The approval allows Ripple to offer regulated payment services across all 27 European Union member states under a single licensing framework, strengthening its position in the European payments market.
In parallel, Ripple Prime announced support for Hyperliquid, a decentralized derivatives protocol. The move enables institutional clients to access on-chain derivatives liquidity through a unified platform, blending traditional prime brokerage-style services with decentralized market infrastructure. The announcement highlights Ripple’s broader push to serve institutional clients beyond payments alone.
XRP Technical Picture Weakens After Market Sell-Off
From a market perspective, XRP has come under pressure alongside the broader crypto sell-off. On the 4-hour chart, price has been trending lower with a series of lower highs and lower lows, reflecting persistent selling pressure.

Momentum indicators confirm the weakness. The Relative Strength Index has dropped into the low-30s, signaling near-oversold conditions but not yet showing a clear reversal. This suggests downside momentum remains present, even as short-term relief bounces become more likely.
The MACD remains below the signal line, with negative histogram readings indicating bearish momentum is still dominant. While the rate of decline has slowed slightly, there is no confirmed bullish crossover yet, keeping the near-term bias cautious.
Traders are now watching whether XRP can stabilize above recent support zones or if continued macro and crypto-wide risk-off sentiment pushes prices lower before any meaningful recovery takes shape.
#xrpetf

Binance has stepped in as Bitcoin slid to multi-month lows, completing another major purchase for its SAFU insurance fund during a period of heavy market stress.

Key Takeaways
Binance added $100M in Bitcoin to its SAFU fund during the market dip.Bitcoin slipped below $73K before rebounding to around $76K amid heavy liquidations.Bearish sentiment remains dominant as macro uncertainty continues to pressure markets.
The exchange acquired 1,315 BTC worth roughly $100.4 million, according to data from Arkham Intelligence, bringing its recent accumulation to 2,630 BTC valued at around $201 million.
The move is part of Binance’s broader plan to convert $1 billion of SAFU reserves from stablecoins into Bitcoin, a process the company has been executing in batches. The latest conversion was finalized as bearish sentiment dominated crypto markets and volatility spiked across major assets.
Bitcoin stabilizes after sharp drop
Bitcoin briefly fell below the $73,000 level during the selloff before recovering to around $76,000, as buyers stepped in following the liquidation cascade. Despite the rebound, price action remains fragile, with traders cautious amid persistent macro and geopolitical uncertainty.
Liquidations surged alongside the decline. Over the past 24 hours, total liquidations reached roughly $681 million, with long positions accounting for about $508 million, highlighting how aggressively bullish bets were flushed out during the downturn. Short liquidations stood near $173 million, suggesting bears largely stayed in control.
Bearish sentiment collides with macro uncertainty
Market mood remains defensive as investors weigh broader political and economic developments. In Washington, a deal between Senate Democrats and President Donald Trump ended a short-lived partial US government shutdown. However, funding for the Department of Homeland Security remains unresolved, with lawmakers still divided over reforms related to ICE and the Border Patrol.
At the same time, international tensions continue to simmer. The European Union has signaled interest in strengthening cooperation with Washington on critical rare earth minerals, underscoring how supply chains and strategic resources are becoming increasingly politicized.
Against this backdrop, Binance’s steady accumulation through its SAFU fund stands out as a rare sign of confidence, even as broader crypto sentiment remains tilted to the downside and traders brace for further volatility.
#Binance #bitcoin

Crypto markets remain under pressure, but fresh ETF flow data shows early signs of selective stabilization beneath the surface, even as broader sentiment stays firmly risk-off.

Key Takeaways
Bitcoin spot ETFs recorded net outflows on February 3, extending January’s distribution phaseEthereum ETFs showed marginal net inflows, hinting at tentative stabilizationSolana ETFs continued to attract modest but consistent inflows despite broader market weaknessXRP spot ETFs posted a notable net inflow, standing out against sector-wide caution
According to Data from Farside Investors and Coinglass - Bitcoin, Ethereum, and Solana spot ETFs recorded mixed flows at the start of February, reflecting cautious positioning rather than outright capitulation. While overall crypto market capitalization remains subdued and volatility elevated, institutional behavior appears increasingly differentiated across assets.
ETF Flows Show Diverging Institutional Behavior
Bitcoin spot ETFs saw a net outflow of approximately $272 million on February 3, following a brief positive session on February 2. January was dominated by heavy redemptions, with several days exceeding $700 million in net outflows, led primarily by IBIT, FBTC, and ARKB. Although February opened with a short-lived rebound, the latest data suggests institutions remain defensive toward Bitcoin amid elevated macro uncertainty and weak momentum signals.
Ethereum ETFs painted a more balanced picture. On February 3, Ethereum products recorded a net inflow of roughly $14 million, driven by modest allocations into BlackRock’s ETHA and Grayscale’s ETHE. While January flows were predominantly negative, recent stabilization indicates that downside pressure may be easing. However, flows remain far below January’s peak activity, signaling hesitation rather than renewed conviction.
Solana ETFs continued to quietly outperform on a relative basis. February 3 flows were slightly positive, extending a pattern of small but persistent inflows throughout late January. While total volumes remain modest compared to Bitcoin and Ethereum, the consistency suggests growing institutional comfort with Solana exposure, especially in products offering staking yield.
XRP stood out as the strongest performer in ETF flows. On February 3, XRP spot ETFs recorded a net inflow of $19.46 million, led by Franklin’s XRP ETF and Bitwise’s XRP product. This marked one of the clearest signs of institutional accumulation across the digital asset ETF landscape, contrasting sharply with Bitcoin’s ongoing outflows.
Market Context and Technical Backdrop
Despite selective ETF inflows, broader crypto conditions remain fragile. The Fear & Greed Index is deep in “extreme fear,” while average crypto RSI levels hover near oversold territory. Bitcoin continues to trade below key medium-term resistance levels, and momentum indicators remain weak, reinforcing a cautious near-term outlook.
Source: alternative.me
ETF flow divergence suggests institutions are no longer treating crypto as a single risk bucket. Instead, capital is rotating selectively toward assets perceived as having clearer regulatory positioning, yield advantages, or asymmetric upside, while exposure to Bitcoin remains tactical and defensive.
What to Watch Next
Sustained inflows into Ethereum, Solana, or XRP ETFs would strengthen the case for a broader stabilization phase, even if Bitcoin remains range-bound. Conversely, renewed heavy redemptions from Bitcoin ETFs could reintroduce downside pressure across the market.
For now, ETF data signals caution, not panic - with early signs that institutional capital is becoming more selective rather than exiting crypto altogether.
#ETFs

Crypto markets remain under pressure as risk appetite stays muted, with sentiment indicators flashing persistent caution across digital assets.

Key takeaways
Crypto Fear & Greed Index remains deep in extreme fear territoryBitcoin trades near $76,000 after a sharp multi-week pullbackMomentum indicators show oversold conditions but limited bullish confirmationAltcoins continue to underperform amid fragile market confidence
Total crypto market capitalization has slipped to around $2.58 trillion, down roughly 2% on the day.
Bitcoin Holds Key Support as Selling Pressure Eases
Bitcoin is currently trading around $76,300, attempting to stabilize after an extended decline from recent highs above $100,000. Despite a modest intraday rebound, the broader trend remains weak, with Bitcoin still down more than 14% over the past seven days. Trading volume remains elevated, suggesting active positioning rather than a decisive trend reversal.

From a technical perspective, Bitcoin’s Relative Strength Index (RSI) is hovering near 35, signaling oversold conditions but not yet showing a strong bullish divergence. Meanwhile, the MACD remains firmly in negative territory, indicating that downside momentum has yet to fully dissipate. Price action also remains below key short-term moving averages, keeping the near-term bias tilted to the downside.
Altcoins have largely followed Bitcoin’s lead. Ethereum is trading near $2,280, still underperforming on a weekly basis with losses approaching 24%, while Solana, BNB, and XRP continue to post mid-to-high single-digit declines. The Altcoin Season Index, currently near 34, highlights Bitcoin’s relative strength versus altcoins despite its own weakness.
Sentiment and Technicals Point to Fragile Stabilization
Market sentiment remains a key headwind. The Crypto Fear & Greed Index sits at 14, firmly in “extreme fear,” reflecting heightened uncertainty and defensive positioning among investors. At the same time, the average crypto RSI has moved closer to oversold levels, suggesting selling pressure may be moderating, though confirmation remains limited.
Historically, extreme fear conditions have often coincided with periods of consolidation or short-term relief rallies. However, without a clear catalyst or improvement in macro conditions, such rebounds have struggled to gain sustained traction.
What to Expect Next
In the near term, crypto markets are likely to remain volatile, with price action driven by sentiment shifts and broader macro developments rather than strong internal momentum. If Bitcoin can hold above the $75,000–$76,000 zone, a short-term stabilization or technical bounce is possible, especially given oversold indicators.
However, a failure to defend current levels could open the door to further downside, particularly if risk-off conditions persist across global markets. Until momentum indicators turn decisively higher and sentiment improves, traders should expect choppy price action, sharp intraday swings, and limited follow-through on rallies.
#bitcoin

Michael Burry has issued a fresh warning on Bitcoin, arguing that the current downturn risks turning into a self-reinforcing collapse rather than a routine correction.

Key takeaways:
Michael Burry warns Bitcoin’s selloff could accelerate into a self-reinforcing spiral as falling prices pressure corporate balance sheets and force selling.He argues Bitcoin has failed to act as a macro hedge, while ETFs and corporate adoption may be amplifying speculation rather than providing lasting support.Spillover risks are emerging, with crypto-driven liquidations already hitting tokenized gold and silver, though broader financial contagion remains limited.
The investor said Bitcoin’s structure and growing role on corporate balance sheets make it vulnerable to a feedback loop of falling prices, forced selling, and broader value destruction.
Bitcoin is now roughly 40% below its October peak, and Burry believes this drawdown has exposed the asset as primarily speculative. In his view, Bitcoin has failed to behave like a hedge against currency debasement or geopolitical stress - a role often compared to gold or silver. While precious metals have rallied amid global uncertainty, Bitcoin has continued to slide.
Corporate treasuries seen as a pressure point
A key concern for Burry is the growing number of companies that have added Bitcoin to their balance sheets. He warned that even a modest additional decline could have disproportionate effects. Using Strategy Inc., the largest corporate Bitcoin holder, as an example, Burry argued that another 10% drop could push the company billions into unrealized losses and sharply limit its access to capital markets.
From there, he said, pressure would not remain isolated. As balance sheets deteriorate, companies could be forced to sell Bitcoin to manage risk, potentially spreading stress across the broader crypto market.
Burry pushed back against the idea that institutional adoption guarantees price stability. Nearly 200 public companies now hold Bitcoin, but he emphasized that treasury assets are not permanent. Because they must be marked to market, sustained losses eventually trigger intervention from risk managers, turning Bitcoin sales into an obligation rather than a discretionary choice.
ETFs amplify speculation and market correlation
Burry also criticized the impact of spot Bitcoin exchange-traded funds. While ETFs have expanded access, he argued they have intensified speculative behavior and tied Bitcoin more closely to traditional equities. According to his analysis, Bitcoin’s correlation with the S&P 500 has recently approached 0.50, raising the risk of synchronized sell-offs during broader market stress.
He added that Bitcoin ETFs have recorded some of their largest single-day outflows since late November, with several occurring toward the end of January. As losses deepen, Burry believes liquidation dynamics could accelerate as investors reduce exposure.
Price weakness and fading macro appeal
Bitcoin recently dipped below $73,000, marking its lowest level since President Donald Trump returned to the White House more than a year ago. Market participants have pointed to several factors behind the decline, including weakening liquidity, fading inflows, and a loss of macro relevance.
Unlike previous periods of turmoil, Bitcoin has not benefited from dollar weakness or geopolitical risk. At the same time, some crypto-native traders have cooled on token markets altogether, shifting attention toward prediction markets and event-based trading.
“There is no organic use-case reason for Bitcoin to slow or stop its descent,” Burry wrote, underscoring his view that price support is increasingly fragile.
Spillover risks extend beyond crypto
While Burry does not expect a Bitcoin crash to trigger a systemic financial crisis, he warned that spillover effects are already emerging. With Bitcoin’s market value below $1.5 trillion and limited household exposure, he sees broad contagion as unlikely. Past crypto failures, such as Terra and FTX, also failed to significantly impact traditional markets.
However, Burry linked Bitcoin’s decline to recent sharp moves in gold and silver. He argued that corporate treasurers and leveraged traders have been forced to liquidate profitable positions in tokenized precious metals to cover crypto losses. Because many tokenized metal futures are not backed by physical supply, heavy selling can overwhelm physical markets, creating what he described as a collateral-driven death spiral.
According to Burry, as much as $1 billion in precious metals may have been liquidated at the end of the month due to crypto-related de-risking. He warned that if Bitcoin were to fall toward $50,000, miners could face widespread bankruptcies, while tokenized metals markets could seize up due to a lack of buyers.
Burry’s core message is that Bitcoin’s biggest vulnerability may now lie off the price chart - inside balance sheets, risk models, and the growing interconnections between crypto and traditional financial markets.
#BitcoinETF💰💰💰

Ethereum co-founder Vitalik Buterin is calling for a fundamental reset in how layer-2 networks are understood within the Ethereum ecosystem, as the base layer itself prepares for a major leap in capacity.

Key Takeaways
Ethereum’s base layer is scaling rapidly, weakening the original case for L2s as mandatory extensions.Many L2s are evolving into independent systems with varying levels of trust and security.Future L2 value will come from specialization and innovation, not just scaling Ethereum.
In a recent post, Buterin made the case that the assumptions behind Ethereum’s original rollup-centric roadmap no longer hold. Both Ethereum and its L2 ecosystem have evolved in ways that demand a new framework.
Why the Original L2 Vision Is Breaking Down
The early role of L2s was simple: Ethereum needed more block space, and rollups were meant to act as secure extensions of the main chain. Activity on those rollups was supposed to inherit Ethereum’s guarantees - censorship resistance, finality, and security - as if they were native shards.
That vision has run into two hard realities. Many L2s have struggled to progress toward full trust minimization, with some choosing to retain centralized controls for regulatory or operational reasons. At the same time, Ethereum’s own roadmap now includes very low fees and large increases in gas limits, especially as 2026 approaches.
With the base layer scaling directly, Ethereum no longer depends on L2s to provide basic capacity. And if L2s cannot meet the strict security assumptions required to act as true shards, labeling them as such becomes misleading.
Rethinking What an L2 Actually Is
Rather than framing L2s as extensions of Ethereum with shared responsibilities, Buterin argues they should be viewed as a spectrum. Some chains may be tightly secured by Ethereum, others only partially connected, and some effectively independent systems that interoperate with Ethereum when useful.
This diversity, he suggests, is not a failure. It simply reflects the reality of a permissionless ecosystem where different users value different trade-offs.
What L2s Should Focus on Going Forward
Under this new model, L2s should stop competing on “Ethereum scaling” alone and instead differentiate themselves through unique capabilities. That could mean privacy-focused execution, application-specific optimization, ultra-low-latency sequencing, non-EVM environments, or entirely new designs aimed at social, identity, or AI use cases.
Buterin stresses that any L2 dealing directly with ETH or Ethereum-issued assets should still meet basic trust standards, rather than functioning as a loosely connected chain with a simple bridge. Interoperability with Ethereum should remain a priority, even if it looks different across designs.
Ethereum’s Role: Native Rollups and Deeper Integration
From Ethereum’s side, Buterin highlighted growing support for a native rollup precompile - a protocol-level feature that would allow Ethereum itself to verify ZK-EVM proofs. Because it would be part of Ethereum, such a system would upgrade automatically and be fixed through hard forks if bugs emerged.
This approach could dramatically simplify trustless interoperability, reduce reliance on external governance structures, and make it easier for L2s to combine Ethereum’s security with their own specialized logic.
What This Means for Users and Developers
Buterin acknowledged that not all L2s will be fully trustless. Some will include backdoors or centralized controls, and that is unavoidable in an open system. The key, in his view, is transparency. Users should clearly understand what guarantees they are relying on, and what risks they are accepting.
The broader message is clear: Ethereum is no longer positioning L2s as mandatory scaling tools. As the base layer expands, L2s are being reframed as optional, specialized environments - places to experiment, optimize, and extend Ethereum in ways the main chain itself does not need to replicate.
 #Ethereum

Strategy has quietly moved beyond being just another corporate Bitcoin holder. With 713,502 BTC on its balance sheet, the company now controls about 3.6% of Bitcoin’s total supply.

Key Takeaways
Strategy’s Bitcoin position now sits right at its average cost, making it a clear market reference point.Recent buys above market price increase downside sensitivity and reliance on continued demand.The risk isn’t leverage, but size and dependence on capital-market funding.
At current prices, that exposure is valued at roughly $54.9 billion, with a realized average entry close to $76,000 - almost exactly where Bitcoin is trading now.
This scale places Strategy, led by Michael Saylor, among the most influential single participants in the Bitcoin market. At this size, positioning itself becomes part of the broader market structure rather than just an expression of conviction.

The equilibrium line the market is watching
Strategy’s entire Bitcoin position is effectively sitting on its cost basis. That matters because markets don’t respond to belief or long-term narratives. They respond to where pressure builds when price moves.
Currently, around 61% of Bitcoin’s supply is held at prices above the market, while roughly 39% sits below. Strategy’s average price now aligns almost perfectly with that balance point, turning its cost basis into a visible reference level. When price hovers here, attention naturally increases.
Recent buying shifts the balance
The latest purchase of 855 BTC at roughly $88,000 nudged Strategy’s marginal cost higher and added size that is already in the red. As a result, more of the company’s Bitcoin exposure now sits above market price than below it.
This subtly changes the risk profile. Downside moves begin to hurt faster, while upside increasingly depends on continued demand rather than simply waiting out volatility. Buying power starts to matter more than belief alone.
Not leveraged, but still amplified
Strategy isn’t levered like a short-term trader, but its balance sheet still amplifies risk. The Bitcoin strategy has been funded through equity issuance, convertible debt, and sustained confidence from capital markets.
That creates a feedback loop: Bitcoin strength supports the stock, the stock supports access to funding, and funding enables further accumulation. If Bitcoin dips sharply, Strategy’s shares weaken, or investor appetite for new financing fades, that loop can reverse.
Why markets probe large positions
History shows that markets consistently test large, concentrated setups. Terra depended on constant confidence. FTX relied on assumed liquidity. In both cases, scale turned into a pressure point once conditions shifted.
Price sitting near an average entry doesn’t imply safety. It implies focus. Markets don’t test stories or conviction. They test size, concentration, funding structure, and how much price action depends on continued participation.
By sheer scale, Strategy now meets those criteria - not because it is inherently vulnerable, but because it is large enough to influence behavior across the Bitcoin market.
#strategy

Bitcoin briefly slid below the $73,000 level, shaking an already fragile market and reigniting debate over whether the current pullback is just another mid-cycle scare or something more structurally concerning.

Key Takeaways
Bitcoin briefly fell below $73,000, testing a key cycle level.Cowen says a bounce could bring short-term relief, while failure risks a rough midterm phase.Glassnode data shows weakening liquidity and rising downside pressure.
While price action alone grabbed attention, the more important signals came from a combination of cycle analysis and on-chain data.
Midterm Pain Depends on the Bounce
Crypto analyst Benjamin Cowen pointed out that Bitcoin slipping below its April 2025 low is a critical moment for the cycle. According to his framework, the next move matters far more than the breakdown itself. A swift bounce could buy the market several months of stability, potentially allowing Bitcoin to drift toward late Q3 or early Q4 without severe damage - a period Cowen has repeatedly flagged as more constructive in past cycles.
If price fails to recover quickly, however, the risk is a prolonged and uncomfortable midterm year, similar to prior cycles where downside dragged on longer than most expected. Cowen also emphasized that bearish sentiment has been dominant for some time, which historically increases the odds of a countertrend rally. Still, he cautioned against trying to trade such moves, noting that relief rallies often arrive when few expect them, not when everyone is positioned for one.
Looking back, Cowen highlighted a key historical warning: in 2014, 2018, and 2022, once Bitcoin lost its 100-week simple moving average, price continued falling toward the 200-week SMA before meaningful relief emerged. His broader takeaway was clear - panic selling during mid-cycle drawdowns has rarely been the optimal strategy. From a cycle perspective, he continues to view late Q3 or early Q4 as a more favorable window for deploying serious capital.
Liquidity Thinning as Losses Mount
On-chain data from Glassnode adds another layer of caution. The firm’s Realized Profit/Loss Ratio, measured on a 90-day moving average, has been trending steadily lower and is now hovering around 1.5. This decline signals weakening liquidity conditions, with profit-taking losing momentum as market stress builds.
https://twitter.com/glassnode/status/2018754666738180108
Historically, sustained breaks below a ratio of 1 have aligned with broad-based capitulation phases, where realized losses overwhelm profits across the network. While the metric has not yet crossed that threshold, Glassnode’s data suggests the market is moving closer to a zone where forced selling becomes more common, particularly if price weakness persists.
Bigger Picture: A Test of Patience
Together, Cowen’s cycle analysis and Glassnode’s on-chain signals paint a picture of a market at an inflection point. The brief drop below $73,000 may not define the cycle on its own, but how Bitcoin behaves around these levels will shape sentiment and positioning in the months ahead.
For now, the message from both perspectives is similar: conditions are difficult, liquidity is thinning, and short-term trading is increasingly risky. Historically, these environments tend to reward patience more than aggression - especially for investors focused on the bigger picture rather than the next few weeks of price action.
#Bitcoin❗

The crypto market sell-off deepened on Tuesday, with altcoins taking the brunt of the pressure as investors rotated aggressively into traditional safe havens.

Key Takeaways
Altcoins are leading the crash, underperforming Bitcoin across the board.Liquidations surged, intensifying the sell-off as long positions were wiped out.Fear is driving flows into gold and silver, which are sharply outperforming crypto.
While Bitcoin extended its decline, losses across major altcoins accelerated, sharply contrasting with a powerful rally in precious metals.
Altcoins under heavy pressure
Ethereum slid roughly 10% over the past 24 hours and is now down close to 30% on the week, underscoring how quickly risk appetite has evaporated. Solana followed with a steep drop of more than 20% over seven days, while BNB also extended its losses as broad-based selling hit large-cap tokens.
XRP and Cardano failed to find meaningful support as well, both posting high single-digit daily declines and double-digit weekly losses. The pattern is consistent across the market: altcoins are leading the downside as investors unwind higher-risk exposure.
Bitcoin weak, but relative resilience remains
Bitcoin continues to trade lower, hovering near the mid-$73,000 area, down more than 6% on the day and over 16% on the week. While the move is significant, Bitcoin has still outperformed most major altcoins, reinforcing its role as the relative safe haven within crypto during stress periods.
However, downside momentum remains strong, and sentiment around short-term direction is fragile.
Liquidations accelerate the sell-off
Forced liquidations have amplified the move. Total crypto liquidations over the past 24 hours reached roughly $569 million, with long positions accounting for about $458 million of that total.
Bitcoin and Ethereum alone represented a large share of the wiped-out leverage, highlighting how crowded long positioning had become before the sell-off. As prices slipped, cascading liquidations added fuel to an already fragile market.
Macro fear drives the risk-off shift
Beyond crypto-specific factors, macro uncertainty is dominating investor psychology. Reports of heightened geopolitical tensions, including fears of escalation following a US shutdown of an Iranian drone, have pushed markets firmly into risk-off mode.
At the same time, uncertainty around the newly appointed Fed chair and the future path of monetary policy has added another layer of anxiety. With policy direction unclear and geopolitical risks rising, traders are reducing exposure to volatile assets first.
Extreme fear grips markets as metals surge
Market sentiment has swung decisively toward extreme fear. That shift is clearly visible in cross-asset flows. Gold has surged around 6% in a short period, while silver has jumped roughly 8.5%, significantly outperforming both equities and crypto. The divergence highlights a classic flight to safety, with capital moving out of speculative assets like altcoins and into hard assets perceived as protection against instability.
Altcoins vs metals: a stark divergence
The current market dynamic is defined by this contrast. Altcoins are facing aggressive drawdowns as liquidity dries up and leverage is flushed out, while gold and silver benefit from fear-driven demand. Until macro uncertainty eases and risk sentiment stabilizes, the pressure on altcoins is likely to remain elevated, even if Bitcoin manages to find short-term support.
#Ethereum

U.S. lawmakers moved a step closer to reopening the federal government after the House narrowly passed a key procedural vote tied to a Senate-backed funding bill.

Key Takeaways
Senate-backed funding bill advances after narrow House procedural voteGovernment reopening increasingly likely, but margin highlights fragile consensusCrypto markets remain risk-off despite reduced shutdown riskBitcoin trades under $74,000 as macro uncertainty continues to weigh on sentiment
The razor-thin 217–215 vote clears the way for final passage, easing immediate shutdown risks but leaving markets cautious amid lingering political uncertainty.
The vote came as digital assets were already under pressure. Total crypto market capitalization slid to around $2.5 trillion, down more than 5% on the day. Bitcoin fell below $74,000, posting roughly a 6% decline over the past 24 hours and nearly 15% on a weekly basis. Ethereum underperformed, dropping close to 9% to trade near $2,115, while major altcoins such as XRP, BNB, and Solana recorded mid-to-high single-digit losses.

 
Political Progress Brings Relief - but Not a Full Reset
While the procedural vote reduces the probability of a prolonged shutdown, markets are signaling that confidence remains fragile. Investors are still grappling with delayed economic data, tighter financial conditions, and uncertainty over how quickly lawmakers can finalize funding without further disruption.

Even with a reopening likely, the temporary nature of the solution keeps macro risk elevated. Any delay in restoring full government operations could still affect the timing of key U.S. economic releases, including labor market data—inputs that remain critical for both equity and crypto traders.
From a technical perspective, Bitcoin continues to trade below key short-term moving averages, with momentum indicators still pointing lower. Ethereum has broken beneath recent support zones, while altcoins lag, reflecting defensive positioning and reduced risk appetite. The Altcoin Season Index remains subdued, reinforcing Bitcoin dominance despite its own weakness.
Sentiment indicators echo the caution. The Crypto Fear & Greed Index remains deep in “extreme fear,” while the average crypto RSI has dipped into oversold territory—a condition that often precedes short-term bounces but does not guarantee a sustained reversal.
What to Expect Next
In the near term, crypto markets are likely to remain highly sensitive to developments in Washington. Confirmation of the government’s full reopening could trigger a short-term relief bounce, especially given oversold technical conditions across major digital assets.
However, unless political stability is reinforced with clearer fiscal direction and improving macro data, rallies may struggle to gain traction. A drawn-out or temporary funding solution would keep volatility elevated, delay economic visibility, and reinforce a risk-off environment.
Until broader macro conditions stabilize, traders should expect choppy price action, headline-driven moves, and limited follow-through on upside attempts.
#BTC

Stablecoins are often marketed as instant, borderless money. In practice, that speed is the final output of a deep and carefully layered financial stack.

Key Takeaways
Stablecoins rely on a multi-layer financial stack, not just blockchains.
Compliance, custody, and liquidity are as important as speed.The long-term story is infrastructure, not individual products.
What looks like a simple crypto payment on the surface is supported by systems that closely resemble modern banking infrastructure, just rebuilt with blockchains at the core.
An increasing number of fintech and crypto firms now describe stablecoins not as a product, but as a full payment architecture. Remove one layer, and the promise of instant global settlement quickly falls apart.
Fiat Remains the Trust Anchor
At the bottom of the stack sits sovereign fiat. Dollars, euros, and yen remain the ultimate source of trust, legal clarity, and redemption. No matter how advanced crypto rails become, stablecoins still depend on state-backed money to function at scale.
This foundation is what allows stablecoins to plug into the real economy rather than remain isolated inside crypto markets.
The next layer consists of issuers that mint and redeem stablecoins. Firms like Tether, Circle, and Ripple transform traditional reserves into digital units that can move instantly and settle globally.
In effect, these companies operate as digital money factories, bridging traditional finance and blockchain networks.

Blockchains Provide Global Settlement
Public networks such as Ethereum and Solana form the settlement layer. They replace bank-to-bank messaging systems with open, always-on rails where value can move without intermediaries or business-hour constraints.
This is where stablecoins gain their core advantage over legacy payment systems.
Liquidity providers sit quietly in the middle of the stack, but they are essential. Market makers like Keyrock ensure that stablecoins can be swapped across currencies and chains efficiently.
Without deep liquidity, instant payments quickly become expensive, unreliable, or both.
Custody and Security Enable Institutional Use
Institutional-grade custody forms another critical layer. Providers such as Fireblocks and Utila secure funds using MPC technology, governance controls, and policy-based access.
For banks, funds, and large enterprises, this layer often matters more than which blockchain is used underneath.
Compliance infrastructure is what turns stablecoins into viable global money. Blockchain analytics firms like Chainalysis and Elliptic make transactions traceable and auditable.
This layer enables AML checks and regulatory oversight without sacrificing speed, allowing stablecoins to integrate with regulated financial systems.
Middleware Hides the Complexity
Middleware platforms abstract the entire stack into simple APIs. Companies such as TransFi, BVNK, and Conduit handle routing, FX, custody, and compliance behind the scenes.
For businesses, this is where stablecoins start to feel like plug-and-play payments rather than crypto infrastructure.
At the top of the pyramid are user-facing layers. Wallet providers like Privy focus on experience, making crypto nearly invisible to end users. DeFi protocols such as Morpho add yield and balance-sheet efficiency, while ramps connect stablecoins to local banks and everyday spending.
This is where stablecoins finally meet consumers.
Why the Stack Matters More Than Any Single Product
The bigger picture is clear. Stablecoins are evolving from crypto-native tools into global payment infrastructure. No single wallet, chain, or issuer can deliver that alone.
The real innovation is the full stack working together. When every layer moves in sync, stablecoins stop being “crypto payments” and start functioning as global money.
#Stablecoins

The crypto market may be closer to a turning point than sentiment suggests, as prolonged consolidation, fading volatility, and extreme investor boredom begin to resemble classic late-cycle basing conditions.

Key Takeaways
Bitcoin holding near $78,000 suggests selling pressure is fading despite extreme fear and negative headlines.Altcoins have spent years consolidating, a setup that has historically preceded major upside rotations.Low volatility, washed-out speculation, and investor boredom point to conditions often seen near market bottoms.
According to market analyst Credible Crypto, altcoins have spent nearly four years moving sideways inside a broad range while Bitcoin absorbed the bulk of capital flows.
During that period, Bitcoin climbed from roughly $15,000 to six-figure territory at its peak, leaving much of the broader market compressed and under-owned. Historically, major rotations into altcoins have tended to follow Bitcoin’s dominant run rather than precede it, reinforcing the idea that the long consolidation phase may be nearing its resolution.
Bitcoin stabilizes as selling pressure fades
Bitcoin is currently trading around $78,000, holding steady after weeks of heavy selling pressure. Despite persistent negative headlines, regulatory uncertainty, and macro-driven fear, price action has stabilized. Rather than accelerating lower, the market appears to be absorbing supply - a sign that forced selling may be largely exhausted.
The crypto market has also shown resilience in the face of extreme fear and sustained FUD. Instead of cascading lower, prices have begun to base, suggesting that panic-driven positioning may already be behind the market.

Boredom replaces fear as accumulation conditions emerge
Several structural indicators support the idea that downside risk is becoming increasingly limited. Volatility across crypto markets has fallen to levels rarely seen outside of major accumulation phases.
Speculative excess has been largely flushed out, retail participation has dropped sharply, and trading activity is now dominated by long-term holders and builders rather than short-term momentum traders.
Market observer James Easton has noted that major market resets rarely occur at moments of peak fear. Instead, they tend to form during periods of deep apathy, when price movement slows, attention fades, and conviction thins. Current conditions align closely with those historical patterns, suggesting that the emotional reset required for a sustainable rebound may already be underway.
While short-term volatility remains possible, the broader crypto market appears to have found its footing. If historical cycles continue to rhyme, this extended phase of compression may ultimately resolve higher once capital rotation resumes and sentiment shifts away from extreme pessimism.
#crypto

Bitcoin (BTC) is back above the $75,000 level, a zone that traders are watching closely as a key weekly support.

Key Takeaways
$75,000 is the key weekly level deciding the next move.Holding the April 2025 low keeps the uptrend alive; losing it shifts focus lower.
After a sharp correction, price has returned to an area that often decides whether a market resumes its trend or slides into a deeper reset. According to analysis shared by Merlijin The Trader, the current structure leaves the market with two clearly defined scenarios, both hinging on how Bitcoin behaves around this level.

Merlijin’s chart highlights a recurring cycle behavior: deep sell-offs that flush liquidity and force capitulation before the next major leg begins. He points to old liquidity clustered between roughly $69,000 and $75,000 as a classic base-building zone, where fear peaks and stronger buyers tend to step in. At the same time, Bitcoin is trading below both the 20-week and 50-week moving averages, keeping the technical picture tense.
$75K Holds and the Trend Survives
The first scenario assumes that the April 2025 low remains intact and that the recent move into the $75,000 area forms a higher low on the weekly chart. If this plays out, the broader structure of higher highs and higher lows stays in place, and the drop toward $75,000 is treated as a deep pullback rather than a trend break.
From a moving-average perspective, the 20-week pressing into or below the 50-week average is not ideal, but it does not automatically signal a bear market. In many past cycles, this crossover has appeared late, after most of the damage was already done. For this scenario to gain traction, Bitcoin needs to stop printing lower lows in this zone and start showing stronger weekly closes. A decisive weekly close back above the 50-week moving average, currently near $100,400, would suggest that momentum has shifted back toward the bulls.
Structure Breaks and Lower Levels Open Up
The second scenario is simpler and far less forgiving. If Bitcoin loses the April 2025 low, the higher-low structure fails. In that case, the $75,000 level no longer acts as support, and downside risk expands quickly.
Once this structural break occurs, the $50,000–$60,000 range becomes the next major area to watch. This zone stands out both psychologically and historically, as it has often acted as a reset region following sharp corrections from cycle highs.

What Will Decide the Outcome
The market’s focus is now on two questions. First, can Bitcoin hold above $75,000 on weekly closes? Second, does the April 2025 low remain intact? As long as both conditions are met, the higher-probability path remains scenario one, where the market builds a base and prepares for another leg higher. If either level fails, scenario two quickly becomes dominant.
For now, Bitcoin sits at a crossroads. The volatility and fear surrounding this zone may feel extreme, but as Merlijin’s analysis suggests, these moments often determine whether a cycle continues or resets before the next major move.
#bitcoin