Gm to everyone who woke up to BTC @ $82K.

It's the lowest level since late 2025.

Here's your quick note on what happened ↓

• Geopolitical tensions triggered sharp sell-offs in U.S. stocks, gold, and crypto on Jan 29

• Nasdaq 100 fell 2%, S&P 500 down 1%+, gold plummeted $400 from intraday highs

• Critical difference: Traditional markets rebounded from lows, but crypto did not, highlighting sector weakness

• Crypto-related stocks led the downturn: MicroStrategy -6.88% , Coinbase -4.37%

Next: Catastrophic liquidation cascade

• $1.78 billion liquidated in 24 hours ($1.67B longs , only $106M shorts)

• $778M liquidated in a single hour during the crash

And the last piece – ETF Outflows continue, signalling institutional retreat

• BTC ETF outflows: -$500M (Jan 29), following -$708.7M (Jan 21) and -$479.7M (Jan 20)

• ETH ETF outflows: -$100.8M (Jan 29), -$287M (Jan 21)

• This marks persistent institutional selling over the past 2 weeks, removing critical price support

These are dark days.

They will pass – as everything does.

But for now, I'm not taking up new risk.