⚠️ 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. 👇
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