AI vs. RWA: Where is the real multiplier? 📈🤔 (Part 2)
Many have asked me: "If RWAs are so safe, why take risks with AI?". The answer lies in a single metric: The growth ceiling. 1. The Battle of Market Caps (Market Training) RWA ($ONDO , $LINK): The sector is already moving billions. It is the narrative of "mass adoption". Here we seek solid and consistent returns, similar to those of the bond or real estate market but with crypto steroids. AI + DePIN ($RENDER, $TAO): Although the hype is high, many projects still have low capitalizations compared to their total market potential (TAM). If decentralized AI captures just 5% of the AWS or Google cloud services market, we are talking about growth of 10x to 50x.
Is AI the fuel and DePIN the engine of 2026? 🤖⛓️ (Part 1)
If you thought that Artificial Intelligence was only for generating images or chatting, you are missing the greatest transfer of wealth in the history of technology. But here is the problem: AI needs immense computing power that is currently controlled by 3 or 4 giant companies. Here is where DePIN (Decentralized Physical Infrastructure Networks) comes in. What is DePIN in simple language? 💡 It is using blockchain to build real-world infrastructures. Instead of a company owning the servers, we are the owners.
1️⃣ BTC at the limit: Bitcoin tested $74k, its lowest level since April of last year. Volatility is at its peak.
2️⃣ Altcoins suffering: $BNB fell below $740 and $ETH struggles around $2,200. BTC's dominance is rising, a sign that capital is seeking refuge.
3️⃣ Macroeconomics: Uncertainty over the new tariffs and the Fed is pushing investors towards Gold, while Crypto suffers temporarily.
My take: We are in the "maximum pain" phase. Do not trade with emotions. If you don’t know what to do, sometimes the best "trade" is to do nothing. 🧘♂️
What is your favorite safe haven coin today? $BTC , $BNB or Stablecoins? 👇
The error is due to the US IP from Google. Solutions: Use a Proxy. Run the code on your PC (Local). Use a VPS (Europe/Asia).
Luis 77
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reclama sello rojo 🧧🎁🧧How to solve the connectivity of our API key and secret key from Binance with servers like Google Colab. I always get invalid connection due to regional restrictions... #TrumpProCrypto #StrategyBTCPurchase $BTC
🚨 RECHARGE ZONE: Where is the real floor of $BTC? 📊
The chart doesn’t lie, only we do when we let ourselves be carried away by emotions. After the breakout of the bullish structure on a 4H timeframe, we are seeing a search for liquidity at institutional levels.
Key points:
Critical Support: The level of $74,800 coincides with the 0.618 Fibonacci level. If we don’t close a daily candle below this, the long-term bullish structure remains intact.
RSI in oversold: We are at seller fatigue levels that we haven’t seen since the last quarter.
Bitcoin Dominance: It is rising while the Alts suffer. This indicates that capital is seeking refuge in the "King" before the next move.
Conclusion: It’s not a time for desperate "longs", but for staggered purchases (DCA). My heavy buy order is at $75,200. 🎯
Are you seeing the same pattern or do you think we’re going to $60k? I’m listening. 👇
BTC $78,000 – $78,200 😱 (down -11% in 7 days) ETH ~$2,300–$2,350 📉 Total Market Cap: ~$2.63T (lost +$1T since the peak!) Fear & Greed: 16 → EXTREME FEAR 😨😨
Is it the end of the world? NO. This is what the pros are seeing NOW:
🏦 Institutions keep buying → +1 MILLION BTC in ETFs 💰 RWAs exploding → TVL already close to $80B (banks entering strong) 💵 Stablecoins on the way to $1T (already surpassing ACH volumes) 🤖 Crypto + AI → on-chain data fuels the future 🎯 Prediction markets + perps → volume +100% 🕵️ ZK and privacy → the gap with institutions grows
My vision: BTC targets $150K+ in 2026–2027 if macro gives a break 🚀 Those who hold and rotate to RWAs will win BIG. Those who FOMO or panic → food for sharks 🦈
What are you doing now? Are you buying the fear or waiting for more blood? 👇💬
💀 MASSACRE INSTITUTIONAL! Is it the End of the $100K or a Deadly Trap?
The market is not correcting, it's liquidating the weak. Today's data, February 3, 2026, is brutal:
🩸 ETF EXODUS: $1,700M evaporated in a week. Institutions are not "buying the dip", they are draining liquidity while retailers pray.
📊 IMPACT DATA:
Liquidity Gap: 25% drop in order books. Every sale hurts twice as much.
Pain Level: BTC pierced $90k. If the 50-day SMA ($89,100) doesn't hold, we will see $85,000.
The Anomaly: XRP and SOL ETFs continue to attract funds. Strategic rotation or the last trap before the abyss?
⚠️ THE VERDICT: The Fear Index is at 14 (Extreme). Historically it’s a buy, but with CME's deleveraging, the "Smart Money" is waiting for your final capitulation.
Are you exit liquidity or are you accumulating with the whales? 👇
💀 HAS THE DREAM OF $100K DIED? The massacre of the ETFs that no one wants to accept
The market is not giving you an "opportunity"; it's giving you a wake-up call. While most retail investors continue to pray for a bounce, institutional data reveals a brutal truth: The whales are abandoning ship.
🩸 Massive Hemorrhage: $1,700 Million Evaporated is not a correction; it's an institutional liquidation. Bitcoin ETFs have recorded their worst streak since their approval. If you thought BlackRock was your safety net, think again: the negative net flow is a slap in the face to those who bought at the peak of $95k.
📉 Disaster Zone Analysis
Technical Capitulation: Bitcoin has pierced the vital support of $90,000 with terrifying institutional selling volume. The RSI is in free fall and there are no signs of bullish divergence.
The Abyss of $85,000: If the current level doesn't hold, brace yourself for a plummet towards $85k. The "Smart Money" already has their buy orders placed down there, waiting to scoop up the crumbs from those who panic sell today.
Ethereum in ICU: With outflows of $308 million, the ETH ETF looks like a zombie asset. The rotation towards Solana is not a trend; it's a desperate flight looking for yield where the "King of Alts" has failed.
🎰 Rotation or Death Trap?
XRP and Solana show net inflows, but don't be fooled: it's a liquidity trap to keep the market afloat while the big funds finish unloading their BTC positions. Extreme fear (14/100) doesn't lie; the sentiment is broken.
⚠️ THE TRUTH HURTS: Those who cannot read the outflows of ETFs today will be tomorrow's exit liquidity for institutions. Are you an investor or are you just donating your money to Wall Street? TELL ME THE TRUTH: 👇
Do you have diamond hands to withstand a drop to $80k or have you already set your Stop Loss?
I stay attentive to the market signals, thank you for your advice.
Gabriel MacroCripto
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Bearish
⚠️ The end of the "4-year Cycle": Why Bitcoin at $75k is different this time.
The market is sending us a clear and painful signal: The era of "blind HODL" has ended. With Bitcoin falling below $80,000 and liquidations exceeding $2,500M, tomorrow Monday, February 2, we will not operate a common bounce, but rather a restructuring of institutional capital.
Here are the 3 points that no one is telling you:
1️⃣ Institutional capitulation: The 10% crash this weekend brought large corporate treasuries (like Strategy Inc.) close to their entry price. If Wall Street does not defend $75,000 tomorrow, we will enter a "regulated panic" territory where ETFs could shift from net buyers to sellers due to risk management.
2️⃣ CLARITY Act: The Trojan horse: The market priced in a quick approval in the Senate, but political deadlock is killing the momentum. Without clear rules for stablecoins, liquidity feels "trapped". Watch out for the USDT/USDC pair; stability is the new luxury.
3️⃣ The rotation towards Real Utility: While memecoins bleed out, the narratives of RWA and Bitcoin's L2 (like Hyper) show unusual resilience. Capital is no longer looking for "the next gem"; it seeks real yield backed by tangible assets.
My thesis: Tomorrow don't look for the "bottom". Look for where the money that is not leaving the system is staying. If we recover $82,000, it's a trap. Only above $85,500 (50-day EMA) will we talk about an upward trend again.
Do you think that BT {spot}(BTCUSDT) C at $75k is a gift or the beginning of a multi-year bear market? I look forward to your thoughts below. 👇
🚨 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)
🚨 Is it an entry point or a deadly trap? What's coming tomorrow for $BTC , $ETH and $SOL
The market has given us a blood respite, but calm is often the eye of the hurricane. Tomorrow, Monday, begins a decisive week and this is what the chart is shouting at us:
1️⃣ Bitcoin ($BTC): The wall of $80k After losing $82,500, all eyes are on the psychological support of $80,000. If we open below tomorrow, prepare for a lightning visit to $78k. My bet? A technical rebound before deciding the trend.
2️⃣ Ethereum ($ETH): The eternal forgotten? ETH continues to suffer below $2,700. If the ecosystem doesn't recover volume soon, the weakness against BTC will continue to intensify. Tomorrow is key to see if institutions defend the $2,650 area or if we stop seeing Ethereum as a "safe haven".
3️⃣ Solana ($SOL): The spark of volatility It's the one that falls the fastest, but it also rebounds the strongest. If the market stabilizes, SOL will aggressively seek to recover $180. It's the coin for the brave this week, but beware: without BTC confirmation, the risk is total.
⚠️ Conclusion: Tomorrow is not a day for "trading on emotion". The flow of capital into Gold has reduced liquidity in crypto, and until we see a reversal there, the path is bumpy.
What are you going to do tomorrow? 👇 Are you buying the "dip" or waiting for $75k? I read your comments!
RWA Part 3: Time to accumulate or wait for the drop? Chart Analysis 📊📉
We close our series on Real World Assets with what really moves the needle: technical analysis. After the narrative and the technology, the price will tell us where the institutional entries are. 1. $ONDO : The litmus test Following the massive token unlock in January (~1.9B of ONDO), the price has shown weakness, falling towards the $0.25 - $0.28 zone. Key level: If it manages to stay above $0.25, we could see a "rounded bottom" formation. Resistance: $0.35 is the wall to overcome. A daily close above would confirm that the market has already absorbed the selling pressure from the unlocks.
⚠️ The end of the "4-year Cycle": Why Bitcoin at $75k is different this time.
The market is sending us a clear and painful signal: The era of "blind HODL" has ended. With Bitcoin falling below $80,000 and liquidations exceeding $2,500M, tomorrow Monday, February 2, we will not operate a common bounce, but rather a restructuring of institutional capital.
Here are the 3 points that no one is telling you:
1️⃣ Institutional capitulation: The 10% crash this weekend brought large corporate treasuries (like Strategy Inc.) close to their entry price. If Wall Street does not defend $75,000 tomorrow, we will enter a "regulated panic" territory where ETFs could shift from net buyers to sellers due to risk management.
2️⃣ CLARITY Act: The Trojan horse: The market priced in a quick approval in the Senate, but political deadlock is killing the momentum. Without clear rules for stablecoins, liquidity feels "trapped". Watch out for the USDT/USDC pair; stability is the new luxury.
3️⃣ The rotation towards Real Utility: While memecoins bleed out, the narratives of RWA and Bitcoin's L2 (like Hyper) show unusual resilience. Capital is no longer looking for "the next gem"; it seeks real yield backed by tangible assets.
My thesis: Tomorrow don't look for the "bottom". Look for where the money that is not leaving the system is staying. If we recover $82,000, it's a trap. Only above $85,500 (50-day EMA) will we talk about an upward trend again.
Do you think that BT C at $75k is a gift or the beginning of a multi-year bear market? I look forward to your thoughts below. 👇
📊 Institutional Report: Market Structure and Liquidity (31/01/26)
Macro Context:
January closes with an aggressive capitulation driven by massive deleveraging. After clearing $1.6B in long positions, the market seeks a price equilibrium before the monthly close.
1. Bitcoin ($BTC ): Absorption in the demand zone
Analysis: The price is testing the daily order block between $81,500 and $83,000.
What matters: We are seeing a bullish divergence in the CVD (Cumulative Volume Delta), suggesting that whales are absorbing retail panic sales.
Key Level: A monthly close above $84,200 would keep the macro structure intact.
2. Ethereum ($ETH ): Inefficiencies to fill Analysis: ETH/BTC remains at lows, but the $2,600 zone coincides with the 0.618 Fibonacci level of the last major impulse.
Perspective: Open Interest has fallen by 15%, indicating that the market is "clean" for an impulsive move. If BTC stabilizes, ETH has a liquidity gap up to $2,950.
3. Solana ($SOL ): Relative Strength
Analysis: SOL is the best-performing asset in the TOP 10. While BTC lost 5%, SOL aggressively defended $112.
Conclusion: Institutional capital flow prefers Solana for exposure to Alts. We are watching the break of the downward trend line at $121 as confirmation of reversal.
📍 Sentiment: "Extreme Fear" as a contrarian indicator. Liquidity above $88,000 remains intact. In a capitulation environment, macro support levels are execution zones, not panic zones.
Are you accumulating in the order block or waiting for confirmation in the structure change (MSI)? 👇
Surrender or consolidation? What you need to know today about BTC, ETH, and SOL 🧵
1/5 🚨 The market is in red and the Fear and Greed Index is at 16 (Extreme Fear). January closes with a "cleaning" of leverage that has left over $1,400M in liquidations. Are we close to the bottom? Let's take a look at the data. 👇
2/5 🟠 #Bitcoin ($BTC ): The battle is at $83,000. After the drop from $90k, the price is seeking stability.
Support: $81,000 is the line in the sand. Resistance: We need to recover $84,500 to dream of a real bounce.
Fact: MicroStrategy continues to buy, indicating that institutional money is not afraid. 💼
3/5 🔵 #Ethereum ($ETH): Ether is suffering, trading near $2,650. However, the RSI is in the oversold zone (32 pts).
For the "bears", ETH looks weak.
For the "bulls", this is a historical accumulation level before a technical bounce. Which side are you on? 🧐
4/5 🟣 #Solana ($SOL ): Despite the overall decline, SOL shows why it is the favorite of retail. It remains strong in the $115-$118 range.
If the market stabilizes, Solana tends to be the first to "bounce" back strongly due to its high speed and active DeFi ecosystem. 🚀
5/5 💡 Conclusion: The market is eliminating weak hands. Historically, "Extreme Fear" has been an opportunity for those with a long-term vision, but caution is key. Don't trade with FOMO!
💬 Do you think BTC will drop to $70k or have we already hit the bottom? I’ll read you in the comments. 👇
RWA Part 2: The Technical Stack and the Tokenization Trilemma 🏗️⛓️
If in the previous post we saw what RWAs are, today we will analyze how they are sustained. It's not enough to say that an asset is on the chain; the key lies in the infrastructure of oracles and the purpose of the transactions. 1. The Oracle: The umbilical cord ($LINK ) Without low-latency oracles, RWAs do not exist. If you tokenize gold, the smart contract needs to know the exact price of the London market in milliseconds. Chainlink (CCIP) not only delivers data but also allows a tokenized asset on Ethereum to move to a Layer 2 without losing its legal backing.
Current Price: It is hovering around $83,000 USD, after hitting a two-month low near $81,000 USD during yesterday and today.
Sentiment: The Crypto Fear & Greed Index has fallen to 16 (Extreme Fear), a level not seen in months.
Support Loss: The psychological barrier of $84,000 has been breached, which served as a base since mid-November 2025.
🔥 Key News of the Day
Mass Liquidations: The drop below $84k triggered liquidations of long positions ("longs") worth over $1.6 billion USD, accelerating the price decline.
"DeepSeek" Effect: Some analysts link the recent volatility to the impact on global tech markets following the launch of the new Chinese AI model, DeepSeek, which has caused sharp movements in stock markets and risk assets.
Fed Uncertainty: Caution persists regarding the Federal Reserve's (Fed) stance.
Institutional Adoption: Despite the drop, MicroStrategy continues to accumulate, recently reporting the purchase of another 2,932 bitcoins following a stock sale.
📉 What do analysts say?
Bearish Scenario: If the price does not manage to recover $84,000 soon, some analysts see potential drops towards the demand zone of $72,600 or even lower levels.
Rebound Scenario: Derivative data shows that an upward movement towards $90,000 - $92,000 could provoke a "short squeeze", rapidly pushing the price higher.
Have you ever felt that the market moves in a chaotic way? Ralph Nelson Elliott discovered in the 1930s that the market does not move randomly, but in repetitive cycles driven by human emotions: from extreme fear to total euphoria. 🧠 The Essence: The Cycle 5-3 The theory dictates that the market moves in a basic structure of 8 waves. Impulsive Phase (Waves 1-2-3-4-5): The main trend. It is the advancing movement. Corrective Phase (Waves A-B-C): The pullback that 'cleans' the excess optimism before the next jump.
Bitcoin continues to struggle in the range of $88,000 - $90,000. Many are selling out of fear of a strong correction, while others say it's the last opportunity before the massive takeoff.
What's your move today?
🟢 Buy more (The rise continues) 🔴 Sell/Short (A drop is coming) I read you in the comments! 👇
The crypto market has changed. We are no longer just looking for the next "dog coin"; now smart capital is moving towards RWA (Real World Assets). But what does this mean for your wallet? What are RWA? In simple terms: it is bringing real-world assets (like real estate, gold, treasury bonds, or commercial invoices) to the blockchain through tokenization. Why is this year's narrative the strongest? Liquidity 24/7: Previously, selling a property took months. Now, you can sell your fraction of a building in seconds.