urooj-25

Market & Price
Bitcoin price remains under pressure with BTC trading near recent lows around the mid-$60,000s after last week’s sell
US spot Bitcoin ETFs saw outflows recently, as investors pulled about $410 million, contributing to downward price momentum.
Crypto markets steadied in Asian trading following a warning from Standard Chartered about further potential declines.

Analysts note that Bitcoin and the wider crypto market are tumbling alongside weak risk sentiment and lower stock prices. $BTC #BTCVSGOLD

$BITCOIN rebounded sharply after an early dip, climbing more than 3% to reclaim the $70,000 level during U.S. afternoon trading. Wall Street firm Bernstein stood by its bullish $150,000 year-end price target, calling the current pullback the weakest bear case bitcoin has ever faced. The recovery lifted crypto-linked stocks as well, with Bullish surging 14% and Galaxy Digital gaining 8% as investor sentiment improved.#BitcoinGoogleSearchesSurge $BTC

As prices tumbled, long-standing “no-coiners” were quick to frame the downturn as proof that the asset’s long-term thesis is flawed.
The Financial Times’ Jemima Kelly argued that bitcoin remains dramatically overvalued, suggesting the price is still tens of thousands of dollars too high even after the recent drop. Gold advocate Peter Schiff echoed similar views, using the selloff to reinforce his long-running criticism of digital assets.
Both Schiff and the FT also highlighted that Michael Saylor’s firm, Strategy, is now sitting on losses from its multi-year bitcoin accumulation campaign, after buying aggressively over the past five years.
Still,$BITCOIN supporters see the episode differently. Bulls point to signs of capitulation, improving on-chain metrics, and fading selling pressure as potential indicators that the market may be forming a bottom—setting the stage for the next phase once volatility cools.#BinanceBitcoinSAFUFund

Broad $BITCOIN Buying Resurfaces After Sharp Selloff
On-chain data from Glassnode shows renewed bitcoin accumulation across nearly all investor groups following last week’s steep market capitulation.
$BITCOIN recent plunge appears to have triggered a coordinated return of buyers. After starting February near $80,000 and tumbling to around $60,000 on Feb. 5, accumulation has picked up across wallet sizes, marking the first broad-based buying since late November.
Glassnode’s Accumulation Trend Score, which tracks net buying behavior across cohorts over a 15-day window, has climbed to 0.68 from sub-0.5 levels. A reading above 0.5 signals accumulation rather than distribution, suggesting investors are increasingly viewing current prices as attractive.
Mid-sized holders — wallets holding between 10 and 100 BTC — have been the most aggressive dip buyers, stepping in heavily as prices slid toward $60,000. Their activity stands out as the strongest among all cohorts.
While it’s still unclear whether bitcoin has definitively found a bottom, the data indicates that confidence is gradually returning after a drawdown of more than 50% from October’s all-time high, with buyers once again willing to absorb selling pressure.#BitcoinGoogleSearchesSurge

Forward Industries (FWDI) has emerged as the largest publicly listed holder of solana, with a treasury of nearly 7 million SOL—surpassing the combined holdings of its next three closest rivals.
Chief Investment Officer Ryan Navi said recent market dislocations have opened the door for FWDI to absorb weaker digital-asset treasury firms, a move that supports the company’s push toward a durable, permanent-capital structure.
Supported by Galaxy Digital, Jump Crypto and Multicoin Capital, the company is deploying strategies such as staking, liquid staking tokens and measured capital-markets activity to enhance value on a per-share basis.

$BITCOIN ’s 50% slide isn’t a meltdown, says hedge fund veteran Gary Bode
Hedge fund veteran Gary Bode says bitcoin’s near-50% fall from recent highs looks dramatic but isn’t a sign of deeper trouble. According to Bode, sharp drawdowns are part of bitcoin’s DNA and have historically been temporary rather than symptoms of a broken market.
He argues that investors have overreacted to policy signals, misinterpreting the nomination of Kevin Warsh as a cue for tighter Federal Reserve action. That confusion, combined with margin calls, profit-taking by large holders and whale selling, helped accelerate the selloff.
While short-term pressure could continue due to leveraged “paper” bitcoin and stress on firms like Strategy, Bode says none of this changes bitcoin’s fixed supply or its long-term role as a high-volatility store of value.#Bitcoinhaving $BTC

Ether# plunge below $2,000 blows $686M hole in trading firm’s balance sheet
A sharp drop in ether prices this week triggered heavy losses for a major crypto trading firm after a highly leveraged bullish bet unraveled.
Trend Research, a trading outfit headed by Liquid Capital founder Jack Yi, had amassed a roughly $2 billion long position in ether by repeatedly borrowing stablecoins against $ETH collateral — a strategy often referred to as a “looped” trade. When ether slid aggressively and briefly touched the $1,750 level, the structure collapsed, forcing large-scale selling.
The unwind is estimated to have cost the firm around $686 million, according to people familiar with the position. Despite the scale of the loss, Yi described the sell-off as a necessary risk-management move rather than a capitulation.
Yi said he remains confident in the long-term outlook for crypto markets, reiterating expectations of a “mega” bull run. He forecast ether eventually climbing above $10,000 and bitcoin surpassing $200,000, arguing the recent drawdown does not change his broader conviction.

$BITCOIN briefly plunged to around $55,000 on South Korea’s Bithumb exchange after an internal error mistakenly credited users with massive bitcoin balances.
The drop was triggered when Bithumb accidentally issued 2,000 BTC instead of 2,000 won during a promotional rewards distribution. Although the balances existed only on the exchange’s internal system, some users tried to sell them, causing bitcoin’s price on Bithumb to fall as much as 15.8% below global market levels.
At the lowest point, $BTC traded near 81 million won ($55,000) on the platform. Bithumb said it quickly froze the affected accounts, corrected the mistake within minutes, and prices soon returned to normal. The exchange stressed that the incident was not the result of a hack or security breach, and confirmed that customer funds were never at risk.#Bitcoin

Deutsche Bank: $BITCOIN slump reflects waning confidence, not structural damage
Deutsche Bank says bitcoin’s recent selloff points to fading investor conviction rather than a fundamental breakdown of the market. The German lender highlighted continued outflows from spot bitcoin ETFs, weakening liquidity and cooling retail participation as key pressures weighing on prices.
The bank noted that bitcoin has recently lost its usual correlations with both gold and equities, leaving it more vulnerable during broader risk-off phases. Ongoing delays and uncertainty around regulation have also fueled renewed volatility, making any durable rebound harder to achieve in the near term, according to the report.$BTC #BitcoinDropMarketImpact

JPMorgan: $BITCOIN ’s Falling Volatility vs. Gold Could Boost Its Long-Term Appeal
While ETF outflows and futures liquidations weigh on crypto prices, JPMorgan says rising swings in gold may quietly improve bitcoin’s investment case over time
Bitcoin’s recent struggles have come as gold continues to shine, but JPMorgan believes that contrast may ultimately work in bitcoin’s favor.
In a note this week, the bank said bitcoin has increasingly diverged from traditional safe-haven assets such as gold and silver. The cryptocurrency has entered 2026 on a weaker footing, even as gold rallied more than 60% last year, reinforcing its role as a preferred hedge during periods of uncertainty.
JPMorgan analysts attribute the current pressure on crypto markets to heavy redemptions from bitcoin and ether exchange-traded funds, alongside widespread futures liquidations. These flows signal declining confidence in digital assets as protective hedges, driven by persistently negative sentiment across both institutional and retail investors.
Still, the bank argues the longer-term picture may be more nuanced. While gold prices have surged, volatility in the precious metal has also picked up noticeably. By contrast, bitcoin’s price swings have moderated, narrowing the volatility gap between the two assets.$BTC
#BitcoinDropMarketImpact

$BITCOIN 's turbulent Tuesday: From fresh 14-month low to sharp rebound sparks $740M in liquidations
Analysts warn a weak follow-through bounce could set the tone for a brutal year ahead
Bitcoin endured a dramatic bout of volatility on Tuesday, tumbling to a 14-month low before staging a swift rebound that rippled across crypto markets and triggered hundreds of millions of dollars in forced liquidations.
The largest cryptocurrency slid as low as $72,900 during early U.S. trading — its weakest price since November 2024 — as turmoil in tech stocks and broader risk markets intensified selling pressure. Bitcoin later recovered more than 5% from those lows, briefly reclaiming the $76,000 level before momentum faded again.

$BITCOIN slips below $73,000 to a 15-month low as selling pressure intensifies
Updated Feb. 3, 2026
Bitcoin briefly fell under the $73,000 level on Tuesday, extending its recent slide as investors continued to pull back from riskier assets amid rising geopolitical uncertainty.
The largest cryptocurrency by market value dropped to an intraday low of $72,884.38, marking its weakest price since early November 2024. At that time, bitcoin was trading near $68,900, according to market data.
The renewed downturn highlights persistent caution across global markets, with traders favoring safer assets as volatility picks up across equities, currencies and digital assets.#BitcoinForecast

Price volatility continues: Bitcoin recently dipped below ~$76,000 before attempting a rebound, reflecting ongoing market weaknet
Stocks and risk assets sliding: $BTC s drop has coincided with broader equity weakness in U.S. markets as tech and AI stocks sell off.
Stabilization and Fed impact: After the selloff, $BTC showed signs of stabilizing around the mid-$70k range, influenced by U.S. Federal Reserve policy sentiment and a weaker dollar
Policy and institutional developments: The U.S. Clarity Act (crypto market structure legislation) is being discussed by the White House with industry leaders, while significant crypto market losses triggered liquidations and renewed debate on regulation. $BTC #StrategyBTCPurchase

Quantum computing has long been viewed as a far-off, mostly theoretical risk to the cryptographic systems that secure blockchains. That assumption is now starting to crack as developments in the field accelerate.
In early January, the Ethereum$Foundation signaled the growing urgency by making post-quantum security a formal strategic priority. The organization set up a dedicated Post-Quantum (PQ) team tasked with advancing research, building tools and preparing practical network upgrades aimed at safeguarding Ethereum’s core cryptography against future quantum threats.$ETH #Ethereum
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Signs of Momentum: The State of Crypto
Washington shows renewed engagement as lawmakers, regulators and the White House signal movement on digital asset po
After a turbulent start to the year for crypto policy in the U.S., there are growing signs that Washington may be finding its footing. Lawmakers and regulators appear to be re-engaging, with recent developments pointing to incremental progress on both the legislative and regulatory fronts.
The White House has begun convening fresh discussions focused on stablecoin yield, bringing together representatives from traditional banking institutions and the crypto sector. At the same time, Congress has moved a digital asset-related bill forward, and key regulators have resumed joint public appearances — a notable shift after months of fragmented messaging.
While challenges remain and major breakthroughs are still elusive, the recent activity suggests a more coordinated approach is emerging, offering cautious optimism for the industry after months of uncertainty.$BTC