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Research Based Talkies
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Just a friendly reminder that crypto sentiment has never been lower. While some might view this as a bad thing it is likely that it will be one of the biggest opportunities over the next decade to be able accumulate at these prices right now. How to make money in the market 101: 1. Buy when everyone is bearish 2. Sell when everyone is excited Warren Buffet: “Buy when there is blood in the streets” $RIVER {future}(RIVERUSDT) $BONK {spot}(BONKUSDT) $SUI {future}(SUIUSDT) #TradingCommunity #trade #MarketSentimentToday #market_tips #FOMO
Just a friendly reminder that crypto sentiment has never been lower.

While some might view this as a bad thing it is likely that it will be one of the biggest opportunities over the next decade to be able accumulate at these prices right now.

How to make money in the market 101:

1. Buy when everyone is bearish

2. Sell when everyone is excited

Warren Buffet: “Buy when there is blood in the streets”
$RIVER
$BONK
$SUI
#TradingCommunity #trade #MarketSentimentToday #market_tips #FOMO
Zcash drops 12% as $52mln exits – Can ZEC avoid deeper breakdown?Zcash (ZEC) is feeling the heat. After a sharp 12% drop, the privacy coin is facing a classic "capital flight" scenario. When $52 million leaves the building in a single session, people start looking for the nearest exit. The big question now: is this just a nasty speed bump, or are we looking at a deeper structural collapse? The Momentum Problem The technicals aren't exactly painting a pretty picture. If you look at the indicators, the exhaustion is visible. MACD Fatigue: The Moving Average Convergence Divergence (MACD) shows bullish momentum is basically on life support. The histogram is fading fast, shifting from deep green to a pale shadow of its former self. Money Flow: The Chaikin Money Flow (CMF) confirms what the price action suggests—selling volume is dominating the room. Futures Shakeout: Roughly $52 million was pulled from ZEC’s perpetual futures market, with nearly $3 million in liquidations. That’s a lot of forced selling. Is There a Silver Lining? It’s not all doom and gloom, though. While the derivatives market is panicking, the spot market is showing a bit of backbone. On February 18th, buyers actually stepped in to the tune of $18 million. This suggests that while traders are dumping their leveraged bets, some long-term investors are happy to "buy the dip" at these lower levels. The Verdict The Long/Short ratio has dipped to 0.923. In plain English: there are more people betting on a crash than a recovery right now. For the bulls to take back the wheel, ZEC needs to hold its ground through the daily close and hope that spot demand keeps outshining the futures wreckage. If the funding rate flips negative, the bears will likely double down, and that "deeper breakdown" everyone is worried about could become a reality very quickly.

Zcash drops 12% as $52mln exits – Can ZEC avoid deeper breakdown?

Zcash (ZEC) is feeling the heat. After a sharp 12% drop, the privacy coin is facing a classic "capital flight" scenario. When $52 million leaves the building in a single session, people start looking for the nearest exit.
The big question now: is this just a nasty speed bump, or are we looking at a deeper structural collapse?
The Momentum Problem
The technicals aren't exactly painting a pretty picture. If you look at the indicators, the exhaustion is visible.
MACD Fatigue: The Moving Average Convergence Divergence (MACD) shows bullish momentum is basically on life support. The histogram is fading fast, shifting from deep green to a pale shadow of its former self.
Money Flow: The Chaikin Money Flow (CMF) confirms what the price action suggests—selling volume is dominating the room.
Futures Shakeout: Roughly $52 million was pulled from ZEC’s perpetual futures market, with nearly $3 million in liquidations. That’s a lot of forced selling.
Is There a Silver Lining?
It’s not all doom and gloom, though. While the derivatives market is panicking, the spot market is showing a bit of backbone.
On February 18th, buyers actually stepped in to the tune of $18 million. This suggests that while traders are dumping their leveraged bets, some long-term investors are happy to "buy the dip" at these lower levels.
The Verdict
The Long/Short ratio has dipped to 0.923. In plain English: there are more people betting on a crash than a recovery right now. For the bulls to take back the wheel, ZEC needs to hold its ground through the daily close and hope that spot demand keeps outshining the futures wreckage.
If the funding rate flips negative, the bears will likely double down, and that "deeper breakdown" everyone is worried about could become a reality very quickly.
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Baisse (björn)
📊SOL/USDT SHORT SETUP 📉 The price is currently struggling at the $83.00 resistance zone. If we see a breakdown below the green demand zone, a quick move to the downside is expected. 🐻 🔹 Entry Zone: $81.50 - $82.00 (Wait for a 15m candle close below the green box) 📉 🔹 Take Profit $79.70 🎯 (Previous Support) $78.20 🎯 $76.50 🎯 (Major Swing Low) 🔹 Stop Loss (SL): $84.10 (Above the recent lower high) 🛡️ ⚠️ Pro Strategy: Keep an eye on the BTC movement; if Bitcoin drops, SOL will likely hit these targets rapidly. Use 3x-5x Leverage for a disciplined trade. $SOL here 👇👇 {future}(SOLUSDT) #solana #ShortEntry #MarketSentimentToday
📊SOL/USDT SHORT SETUP 📉
The price is currently struggling at the $83.00 resistance zone. If we see a breakdown below the green demand zone, a quick move to the downside is expected. 🐻
🔹 Entry Zone: $81.50 - $82.00 (Wait for a 15m candle close below the green box) 📉
🔹 Take Profit
$79.70 🎯 (Previous Support)
$78.20 🎯
$76.50 🎯 (Major Swing Low)
🔹 Stop Loss (SL): $84.10 (Above the recent lower high) 🛡️
⚠️ Pro Strategy: Keep an eye on the BTC movement; if Bitcoin drops, SOL will likely hit these targets rapidly. Use 3x-5x Leverage for a disciplined trade.

$SOL here 👇👇
#solana #ShortEntry #MarketSentimentToday
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Hausse
​🍸 COCKTAIL PARTY OR SCOUT CAMPING? 🏕️ ​$0G is shining at 0.669 (+7.90%) while $BNB BNB waits patiently at 608.59. The East has officially finished setting up the ballroom; now it's up to the West to decide whether to start the music at 2:30 PM with the PCE (US Inflation) data! ​📊 LEVELS TO WATCH: ​0G (Zero Gravity): Volumes are steadily growing at 1.41M. Next major hurdle at 0.706. If the PCE is "sweet," the target is 0.75+. Vital support has risen to 0.597. ​BNB: Navigating just above the 595.73 support level. The "Party" target is breaking down the Supertrend wall at 630.81. ​🔥 POST-PCE SCENARIOS (2:31 PM): ​🍸 Cocktail Party (Low PCE): Tuxedos ready! 0G aims for the highs and BNB pops the cork at 630. ​🏕️ Scout Camp (High PCE): The data is burning! Everyone back to the tents to defend the supports: 0.597 for 0G and 595.73 for BNB. ​Are you ready to dance, or are you busy practicing your rope knots? 🚀🧭 #PCEMarketWa #MarketSentimentToday #BinanceSquareFamily #DYOR!!
​🍸 COCKTAIL PARTY OR SCOUT CAMPING? 🏕️

$0G is shining at 0.669 (+7.90%) while $BNB BNB waits patiently at 608.59. The East has officially finished setting up the ballroom; now it's up to the West to decide whether to start the music at 2:30 PM with the PCE (US Inflation) data!
​📊 LEVELS TO WATCH:
​0G (Zero Gravity): Volumes are steadily growing at 1.41M. Next major hurdle at 0.706. If the PCE is "sweet," the target is 0.75+. Vital support has risen to 0.597.
​BNB: Navigating just above the 595.73 support level. The "Party" target is breaking down the Supertrend wall at 630.81.

​🔥 POST-PCE SCENARIOS (2:31 PM):
​🍸 Cocktail Party (Low PCE): Tuxedos ready! 0G aims for the highs and BNB pops the cork at 630.
​🏕️ Scout Camp (High PCE): The data is burning! Everyone back to the tents to defend the supports: 0.597 for 0G and 595.73 for BNB.

​Are you ready to dance, or are you busy practicing your rope knots? 🚀🧭
#PCEMarketWa #MarketSentimentToday #BinanceSquareFamily #DYOR!!
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Baisse (björn)
$BNB {spot}(BNBUSDT) A Death Cross—when the 50-day moving average drops below the 200-day—occurred for UNH around February 18, 2026. $ENSO {spot}(ENSOUSDT) While the 2025 "57% plunge" claim is exaggerated, the stock did drop roughly 40% following early 2025 leadership turmoil and Medicare funding cuts. #Market_Update #MarketSentimentToday
$BNB
A Death Cross—when the 50-day moving average drops below the 200-day—occurred for UNH around February 18, 2026. $ENSO
While the 2025 "57% plunge" claim is exaggerated, the stock did drop roughly 40% following early 2025 leadership turmoil and Medicare funding cuts.
#Market_Update #MarketSentimentToday
🚨 $25.3B just got wiped out of the crypto market in only 60 minutes. That means total market value dropped by $25.3 billion in one hour mostly from panic selling, liquidations, and sharp price swings across major coins. When moves like this happen, it’s usually a mix of leverage getting flushed out and traders reacting fast. High volatility. Fast money. Weak hands shaken out. $BTC $XRP #MarketSentimentToday
🚨 $25.3B just got wiped out of the crypto market in only 60 minutes.

That means total market value dropped by $25.3 billion in one hour mostly from panic selling, liquidations, and sharp price swings across major coins.

When moves like this happen, it’s usually a mix of leverage getting flushed out and traders reacting fast.

High volatility. Fast money. Weak hands shaken out.
$BTC $XRP #MarketSentimentToday
$BTC analysisDear #LearnWithFatima family 🚨💥$BTC ANALYSIS from my perspective 👀 🔴 First Reaction — ~$52K After the initial breakout, buyers DEFENDED this level aggressively 💪 — turning it into strong SUPPORT! 🟠 Second Reaction — $78K–$80K Zone Classic mid-cycle retracement ⚡ Price cooled, consolidated, and built strength for the next IMPULSIVE leg 🚀 🟡 Third Reaction — $105K–$110K Area Local top reached 🔥 Momentum slowed, distribution signs appeared, trend shifted downward ⏬ NOW — price is testing a MAJOR SUPPORT region! This level is CRUCIAL — it could spark either another expansion phase 💹 or a deeper correction 🔥stay alert — $BTC action is about to heat up! 💎🔥 #Bitcoin #Btc #MarketSentimentToday

$BTC analysis

Dear #LearnWithFatima family 🚨💥$BTC ANALYSIS from my perspective 👀

🔴 First Reaction — ~$52K
After the initial breakout, buyers DEFENDED this level aggressively 💪 — turning it into strong SUPPORT!
🟠 Second Reaction — $78K–$80K Zone
Classic mid-cycle retracement ⚡ Price cooled, consolidated, and built strength for the next IMPULSIVE leg 🚀
🟡 Third Reaction — $105K–$110K Area
Local top reached 🔥 Momentum slowed, distribution signs appeared, trend shifted downward ⏬

NOW — price is testing a MAJOR SUPPORT region! This level is CRUCIAL — it could spark either another expansion phase 💹 or a deeper correction 🔥stay alert — $BTC action is about to heat up! 💎🔥
#Bitcoin #Btc #MarketSentimentToday
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Hausse
Two Months Into 2026: Why Crypto Still Struggles — And What May Come Next: We are almost at the end of the second month of 2026, yet the crypto market still feels far from its true strength. Momentum is weak, rallies fade quickly, and confidence remains fragile. The main reason is not a lack of innovation, but a lack of liquidity and conviction. Global macro uncertainty, cautious institutional positioning, regulatory pressure in key regions, and profit-taking after previous cycles have all slowed aggressive capital inflow. Fear dominates faster than greed rebuilds. However, markets move in cycles, not straight lines. Consolidation phases often build the foundation for the next expansion. If liquidity improves, Bitcoin holds structural support, and institutional demand gradually returns, we may see recovery in the coming quarters of 2026. Volatility will remain, but opportunity hides inside patience. This aura of hesitation is unlikely to last forever. History shows that disciplined accumulation during uncertainty often rewards those who endure the storm with clarity and long-term vision. #PredictionMarketsCFTCBacking #MarketSentimentToday #2026Predictions #BinanceWithPurpose #insidertrading $MYX {future}(MYXUSDT) $BNB {spot}(BNBUSDT) $DOLO {spot}(DOLOUSDT) @CZ @heyi @Square-Creator-4f9167568
Two Months Into 2026: Why Crypto Still Struggles — And What May Come Next:

We are almost at the end of the second month of 2026, yet the crypto market still feels far from its true strength. Momentum is weak, rallies fade quickly, and confidence remains fragile. The main reason is not a lack of innovation, but a lack of liquidity and conviction. Global macro uncertainty, cautious institutional positioning, regulatory pressure in key regions, and profit-taking after previous cycles have all slowed aggressive capital inflow. Fear dominates faster than greed rebuilds.

However, markets move in cycles, not straight lines. Consolidation phases often build the foundation for the next expansion. If liquidity improves, Bitcoin holds structural support, and institutional demand gradually returns, we may see recovery in the coming quarters of 2026. Volatility will remain, but opportunity hides inside patience.

This aura of hesitation is unlikely to last forever. History shows that disciplined accumulation during uncertainty often rewards those who endure the storm with clarity and long-term vision.
#PredictionMarketsCFTCBacking
#MarketSentimentToday
#2026Predictions
#BinanceWithPurpose
#insidertrading
$MYX

$BNB

$DOLO

@CZ
@Yi He
@交易员赵财神
#MarketSentimentToday The cryptocurrency market is currently under pressure, with the total market capitalization falling to $2.27 trillion as of February 20, 2026. Bitcoin is trading at approximately $67,238, showing a slight 0.69% recovery over the last 24 hours after a dip to $65,722 earlier in the day. Market sentiment has plunged into "Extreme Fear" (11/100 on the Fear & Greed Index) following a wave of liquidations and macroeconomic concerns regarding Federal Reserve inflation policy.$BTC {spot}(BTCUSDT)
#MarketSentimentToday The cryptocurrency market is currently under pressure, with the total market capitalization falling to $2.27 trillion as of February 20, 2026. Bitcoin is trading at approximately $67,238, showing a slight 0.69% recovery over the last 24 hours after a dip to $65,722 earlier in the day. Market sentiment has plunged into "Extreme Fear" (11/100 on the Fear & Greed Index) following a wave of liquidations and macroeconomic concerns regarding Federal Reserve inflation policy.$BTC
$LINK The price has filled the accumulation zone of previous years below the October squeeze low "weak sister" may surprise with a quick move upward long position opened target is at least 50% of the 27-7 range, indicating level 17 #LINK #MarketSentimentToday
$LINK The price has filled the accumulation zone of previous years

below the October squeeze low

"weak sister" may surprise with a quick move upward

long position opened
target is at least 50% of the 27-7 range, indicating level 17
#LINK #MarketSentimentToday
LINKUSDT
Öppnar lång
Orealiserat resultat
+155.00%
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Baisse (björn)
$BTC {future}(BTCUSDT) Here’s a structured bearish setup for $BTC at $65,500 👇 Trend Bias: Bearish pullback / continuation Current Price: $65,500 Entry Zone: $65,200 – $66,200 (Prefer short entries on weak bounces) Stop-Loss: $67,800 (Above recent resistance / liquidity zone) Take Profit Targets: • TP1: $63,800 • TP2: $62,000 • TP3: $59,500 – $58,000 Setup Logic: As long as price remains below the $67,500–$68,000 resistance area, downside pressure remains valid. A breakdown below $63,800 could accelerate bearish momentum toward the $60K region. #MarketSentimentToday #TradeCryptosOnX #StrategyBTCPurchase #WriteToEarnUpgrade #USJobsData
$BTC
Here’s a structured bearish setup for $BTC at $65,500 👇
Trend Bias: Bearish pullback / continuation
Current Price: $65,500
Entry Zone: $65,200 – $66,200
(Prefer short entries on weak bounces)
Stop-Loss: $67,800
(Above recent resistance / liquidity zone)
Take Profit Targets:
• TP1: $63,800
• TP2: $62,000
• TP3: $59,500 – $58,000
Setup Logic:
As long as price remains below the $67,500–$68,000 resistance area, downside pressure remains valid. A breakdown below $63,800 could accelerate bearish momentum toward the $60K region. #MarketSentimentToday #TradeCryptosOnX #StrategyBTCPurchase #WriteToEarnUpgrade #USJobsData
Japan Inflation Hits 46-Month Low – 1.5% Only! 🇯🇵Japan’s inflation rate fell to 1.5%, the lowest in 46 months, surprising economists who expected 2.1%. This rate is also below the Bank of Japan’s 2% target, signaling slower price growth across the country. Experts say this could affect consumer spending, interest rates, and the broader economy. Markets are watching closely for how the Bank of Japan will respond. 📊 Crypto Watch: Some investors are looking at coins like $RAVE , $OM , and $ENSO as they monitor global market reactions. 💡 Key Takeaway: Slower inflation in Japan could influence both traditional markets and crypto trends, making it a critical moment for traders and investors worldwide. #japa #ENSO #MarketSentimentToday {future}(RAVEUSDT) {spot}(OMUSDT) {spot}(ENSOUSDT)

Japan Inflation Hits 46-Month Low – 1.5% Only! 🇯🇵

Japan’s inflation rate fell to 1.5%, the lowest in 46 months, surprising economists who expected 2.1%. This rate is also below the Bank of Japan’s 2% target, signaling slower price growth across the country.
Experts say this could affect consumer spending, interest rates, and the broader economy. Markets are watching closely for how the Bank of Japan will respond.
📊 Crypto Watch:
Some investors are looking at coins like $RAVE , $OM , and $ENSO as they monitor global market reactions.
💡 Key Takeaway:
Slower inflation in Japan could influence both traditional markets and crypto trends, making it a critical moment for traders and investors worldwide.
#japa #ENSO #MarketSentimentToday
RIVER Tanks 32% in 24 Hours: Is the Bottom In or Is There More Pain Ahead?RIVER just took a massive hit. In only 24 hours, the altcoin shed 32% of its value, leaving holders wondering if this is a "buy the dip" opportunity or a falling knife. After breaking through a major support level at $11.20, the price action has been nothing short of a rollercoaster. As of today, RIVER is hovering around the $8.51 mark. The charts are messy, but the data tells an interesting story about where we might be headed next. The Data: Bulls vs. Bears Market sentiment is currently split down the middle. Here’s a breakdown of what the on-chain metrics and derivatives data are showing: Exchange Inflow Spike: According to Nansen, RIVER’s exchange reserves jumped by 7.08% in a single day. Usually, when people move coins to exchanges, they’re looking to sell. Volume Surge: Trading volume skyrocketed by over 110%, hitting $90.95 million. This means people are paying attention, even if it's mostly to dump their bags. The Longs are Betting Big: Interestingly, Coinglass data shows intraday traders are leaning bullish. There’s about $1.77 million in long positions versus $1.02 million in shorts. Weak Momentum: The Average Directional Index (ADX) is sitting at 18.89. For those who don't speak "chart," anything under 25 suggests a very weak trend. Basically, the price is drifting without a clear driver. Make-or-Break Levels The next few days are critical. RIVER is currently testing a "must-hold" support zone at $8.25. If the daily candle closes below this level, things could get ugly fast. Analysts suggest a breakdown here could trigger another 48% slide, potentially dragging the price down to the $4.00 - $4.50 range. On the flip side, some experts are calling for a "dead cat bounce" or a minor recovery to $7.50 if the $8.04 level holds as a secondary safety net. The Bearish Case: A break below $8.25 validates the downward trend and likely leads to a fresh wave of panic selling. The Bullish Case: If buyers defend $8.00–$8.25, we might see a relief rally as shorts get squeezed. Final Take RIVER is in a tricky spot. While some traders are gambling on a reversal, the surge in exchange reserves suggests that big players might still be looking for the exit. It’s a high-risk, high-reward zone where the technicals haven't quite caught up to the price drop yet.

RIVER Tanks 32% in 24 Hours: Is the Bottom In or Is There More Pain Ahead?

RIVER just took a massive hit. In only 24 hours, the altcoin shed 32% of its value, leaving holders wondering if this is a "buy the dip" opportunity or a falling knife. After breaking through a major support level at $11.20, the price action has been nothing short of a rollercoaster.
As of today, RIVER is hovering around the $8.51 mark. The charts are messy, but the data tells an interesting story about where we might be headed next.
The Data: Bulls vs. Bears
Market sentiment is currently split down the middle. Here’s a breakdown of what the on-chain metrics and derivatives data are showing:
Exchange Inflow Spike: According to Nansen, RIVER’s exchange reserves jumped by 7.08% in a single day. Usually, when people move coins to exchanges, they’re looking to sell.

Volume Surge: Trading volume skyrocketed by over 110%, hitting $90.95 million. This means people are paying attention, even if it's mostly to dump their bags.
The Longs are Betting Big: Interestingly, Coinglass data shows intraday traders are leaning bullish. There’s about $1.77 million in long positions versus $1.02 million in shorts.
Weak Momentum: The Average Directional Index (ADX) is sitting at 18.89. For those who don't speak "chart," anything under 25 suggests a very weak trend. Basically, the price is drifting without a clear driver.
Make-or-Break Levels
The next few days are critical. RIVER is currently testing a "must-hold" support zone at $8.25.

If the daily candle closes below this level, things could get ugly fast. Analysts suggest a breakdown here could trigger another 48% slide, potentially dragging the price down to the $4.00 - $4.50 range. On the flip side, some experts are calling for a "dead cat bounce" or a minor recovery to $7.50 if the $8.04 level holds as a secondary safety net.
The Bearish Case: A break below $8.25 validates the downward trend and likely leads to a fresh wave of panic selling.
The Bullish Case: If buyers defend $8.00–$8.25, we might see a relief rally as shorts get squeezed.
Final Take
RIVER is in a tricky spot. While some traders are gambling on a reversal, the surge in exchange reserves suggests that big players might still be looking for the exit. It’s a high-risk, high-reward zone where the technicals haven't quite caught up to the price drop yet.
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Hausse
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Baisse (björn)
$BTC {spot}(BTCUSDT) The equity put/call ratio recently hit 1.28, marking a 12-month bearish high. $RAVE {future}(RAVEUSDT) This spike verifies that traders are buying significantly more defensive puts than bullish calls, $VELVET {alpha}(560x8b194370825e37b33373e74a41009161808c1488) signaling extreme market anxiety and expectations of further stock declines amidst rising systemic financial stress. #Market_Update #MarketSentimentToday
$BTC

The equity put/call ratio recently hit 1.28, marking a 12-month bearish high. $RAVE

This spike verifies that traders are buying significantly more defensive puts than bullish calls, $VELVET

signaling extreme market anxiety and expectations of further stock declines amidst rising systemic financial stress.
#Market_Update #MarketSentimentToday
Crypto’s Bottom May Depend on Sentiment, Not Fundamentals—Here’s WhyEveryone is looking for the "bottom." After the October crash, the charts look messy, and the mood is even messier. While the math-heavy crowd talks about "structural floors," the reality is much simpler: the market is currently a psychological war zone. Coinbase CEO Brian Armstrong recently weighed in, suggesting this correction is more about fear than a breakdown in how crypto actually works. He’s got a point. When the Fear and Greed Index hits a measly 5, fundamentals usually go out the window. Why the "Math" Isn't Winning Right Now Normally, we look at network activity or adoption rates. But right now, those numbers are being ignored. Here’s why sentiment is the real driver: The Psychological Wall: Since the crash, we’ve seen two consecutive lower lows in sentiment. Investors aren't looking at "cheap" prices; they’re looking for a reason to stop feeling anxious. The "Extreme Fear" Trap: A reading of 5 on the index means people aren't just cautious—they're paralyzed. Until that needle moves back toward "neutral," any small rally gets sold off immediately by spooked holders. The Election Factor: Analysts at CryptoQuant are eyeing the U.S. midterm elections as the next "inflection point." The hope is that a shift in the political landscape will bring regulatory clarity. If the laws feel safer, the vibes get better. The Hidden Silver Lining: Liquidity Despite the doom and gloom on Twitter, the "smart money" is quietly moving behind the scenes. The total supply of ERC-20 stablecoins has climbed back above $150 billion. This is basically dry powder sitting on the sidelines. It tells us that while people are scared to buy right now, they haven't left the building. They’re just waiting for a signal that it’s safe to jump back in. The Reality Check We can talk about $60k support levels or stablecoin inflows all day. But if the average investor still feels like they’re catching a falling knife, the "bottom" will remain a moving target. Markets don't always bottom when the value is right; they bottom when the last seller finally gives up and turns off their screen. We might be close, but we aren't there yet. Do you think the market needs a massive news event to recover, or is time the only thing that can fix this level of fear?

Crypto’s Bottom May Depend on Sentiment, Not Fundamentals—Here’s Why

Everyone is looking for the "bottom." After the October crash, the charts look messy, and the mood is even messier. While the math-heavy crowd talks about "structural floors," the reality is much simpler: the market is currently a psychological war zone.
Coinbase CEO Brian Armstrong recently weighed in, suggesting this correction is more about fear than a breakdown in how crypto actually works. He’s got a point. When the Fear and Greed Index hits a measly 5, fundamentals usually go out the window.
Why the "Math" Isn't Winning Right Now
Normally, we look at network activity or adoption rates. But right now, those numbers are being ignored. Here’s why sentiment is the real driver:
The Psychological Wall: Since the crash, we’ve seen two consecutive lower lows in sentiment. Investors aren't looking at "cheap" prices; they’re looking for a reason to stop feeling anxious.
The "Extreme Fear" Trap: A reading of 5 on the index means people aren't just cautious—they're paralyzed. Until that needle moves back toward "neutral," any small rally gets sold off immediately by spooked holders.
The Election Factor: Analysts at CryptoQuant are eyeing the U.S. midterm elections as the next "inflection point." The hope is that a shift in the political landscape will bring regulatory clarity. If the laws feel safer, the vibes get better.
The Hidden Silver Lining: Liquidity
Despite the doom and gloom on Twitter, the "smart money" is quietly moving behind the scenes.
The total supply of ERC-20 stablecoins has climbed back above $150 billion. This is basically dry powder sitting on the sidelines. It tells us that while people are scared to buy right now, they haven't left the building. They’re just waiting for a signal that it’s safe to jump back in.
The Reality Check
We can talk about $60k support levels or stablecoin inflows all day. But if the average investor still feels like they’re catching a falling knife, the "bottom" will remain a moving target.
Markets don't always bottom when the value is right; they bottom when the last seller finally gives up and turns off their screen. We might be close, but we aren't there yet.
Do you think the market needs a massive news event to recover, or is time the only thing that can fix this level of fear?
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