CRYPTO MASTER435

It has been an incredibly volatile week for the crypto market. After a significant "flash crash" a few days ago that saw Bitcoin lose nearly half its value from its 2025 peak, the market is currently in a tentative state of recovery.
​Here is the breakdown of the situation as of Sunday, February 8, 2026:
​Market Snapshot
​The market is grappling with what some analysts are already calling the "2026 Crypto Winter."
​Bitcoin (BTC): Currently bouncing back to around $68,000–$70,000 after a terrifying dip to near $60,000 on Thursday. For context, BTC hit an all-time high of approximately $126,000 in October 2025.
​Ethereum (ETH): Trading near $1,950, struggling to reclaim the $2,000 level. It has lost over 30% of its value since the start of the year.
​Altcoins: Solana (SOL) is hovering around $87, and XRP is showing some resilience near $1.46.
​Key News Stories Today
​The Bithumb "Error": In a bizarre story out of South Korea, the exchange Bithumb accidentally transferred over $40 billion worth of Bitcoin to users yesterday (mistaking BTC for Korean Won in a promotion). This triggered localized panic selling and a 17% price drop on the platform before they recovered 99.7% of the funds.
​Extreme Fear: The Crypto Fear & Greed Index plummeted to a 5 out of 100 this weekend—the lowest level since the 2022 crash. While this indicates "Extreme Fear," contrarian investors are eyeing it as a potential generational buying opportunity.
​UK Regulation: New legislation (the Financial Services and Markets Act 2026) was published this week, moving the UK closer to a fully regulated regime for stablecoins and staking, which should provide more long-term institutional clarity.
​Why the Sudden Sell-Off?
​Macro Realignment: Bitcoin's high correlation with tech stocks (which are currently sliding due to AI-investment skepticism) has stripped away its "safe-haven" narrative.
​Liquidations: Over $770 million in leveraged long positions were wiped out in a single 24-hour window this week, accelerating the downward spiral.
​Profit Taking: Large "OG" holders who bought in 2024 have begun locking in massive gains, leading to a liquidity crunch.
​Analyst Note: Watch the $68,000 level for Bitcoin. If it holds through the weekend, we may see a "relief rally." If it breaks, technical analysts are eyeing $52,000 as the next major support zone.#MarketRebound $BTC

#MarketRebound $BTC
The crypto market is currently experiencing what many are calling a "Black Sunday" (February 1, 2026), following a week of heavy volatility. Bitcoin has plummeted below the $80,000 mark for the first time in nearly a year, reaching lows around $75,600, while major altcoins like Ethereum and Solana have seen steeper declines of 17% or more
​The crash isn't tied to a single event but rather a "perfect storm" of technical, regulatory, and macroeconomic factors
​1. The "Deleveraging" Cascade
​The primary driver of the immediate price drop is a massive liquidation event
​Forced Selling: Over $2.2 billion in leveraged positions were wiped out in 24 hours. When traders use borrowed money (leverage) and prices drop, exchanges automatically sell their assets to cover the debt, which pushes prices even lower, triggering more liquidations in a "feedback loop.
​Liquidity Gaps: Because this happened over the weekend, "liquidity" (the amount of available buyers and sellers) was thin. This created "price air pockets" where even small sell orders caused disproportionately large price drops.
​2. Macroeconomic & Geopolitical Pressures
​Capital Rotation: Investors are pulling money out of "risk-on" assets like crypto and shifting it into traditional safe havens. Interestingly, gold and silver also saw sharp reversals recently, suggesting a broader global de-risking trend.
​Federal Reserve Uncertainty: The U.S. Federal Reserve’s recent "higher-for-longer" stance on interest rates has dampened the appetite for speculative investments.
​U.S. Political Risk: A partial U.S. government shutdown and delays in passing the CLARITY Act (a major crypto regulatory bill) have shaken institutional confidence
​3. Regulatory and Tax Headwinds
​CLARITY Act Stalled: Sentiment soured after the CLARITY Act stalled in the Senate Agriculture Committee. Many investors had "priced in" a win for this legislation, and the delay led to a "sell the news" reaction.​India’s Budget 2026: In regions like India, the upcoming 2026 Union Budget has traders nervous about high taxes (the 30% flat tax and 1% TDS), leading many to move funds offshore or exit positions entirely
​4. Technical Breakdowns
​Support Levels Flipped: Bitcoin failed to hold the critical $85,000 and $82,500 support levels. Once these psychological floors broke, technical traders and automated bots shifted to a "bearish" outlook, accelerating the sell-off
​Death of the "Bull" Narrative: Some analysts suggest Bitcoin has officially entered a short-term bear market after breaking below its 50-day moving average.

​Summary Table: Major Assets (Feb 1, 2026)

#MarketRebound $BTC
It’s a bit of a "wait and see" Sunday in the crypto world. We're coming off a heavy week for institutional products, and the market is currently in a consolidation phase.
​Here is the breakdown of the biggest news for Sunday, January 25, 2026:
​1. Bitcoin Price Check
​Bitcoin is currently trading around $88,975, seeing a slight dip of about 1.04% over the last 24 hours. After touching $91,000 earlier in the week, it has pulled back as traders digest recent volatility. The Crypto Fear & Greed Index has slipped to 34 (Fear), reflecting a cautious mood among retail investors.
​2. ETF Outflows Hit Record Highs
​The biggest story of the weekend is the massive exit from U.S. spot ETFs.
​Bitcoin ETFs: Recorded $1.33 billion in net outflows for the week ending Jan 23—the worst week for these funds since February 2025.​Ethereum ETFs: Followed suit with $611 million in outflows.
​The Outlier: Interestingly, Solana (SOL) bucked the trend, managing to pull in $9.6 million in fresh inflows despite the broader market slump.
​3. Institutional & Regulatory Shifts
​BitGo IPO Success: In a major win for industry legitimacy, crypto custodian BitGo successfully priced its IPO above its expected range, raising $212.8 million. This is the first major crypto listing of 2026 and is being watched as a litmus test for other firms like Kraken and Grayscale.
​UK Regulation Push: The UK’s Financial Conduct Authority (FCA) just released a call for feedback on new rules covering crypto safeguarding and "Consumer Duty." They are aiming for a full regulatory "gateway" to open by September 2026

#MarketRebound $BTC
Binance’s Changpeng Zhao says bitcoin will ‘break’ the four-year cycle this year

Binance co-founder Changpeng Zhao told CNBC on Friday he believes bitcoin will break its four year cycle this year because the U.S. and other countries have become crypto-friendly.
“If you are looking at today, tomorrow, on a daily basis, there’s no way I can predict” which way the price of bitcoin is going to go, the crypto exchange founder said in response to Squawk Box’s Andrew Ross Sorkin question over his forecast for BTC this year. “If you look at the five, ten year horizon, it's very easy to predict. We're going to go up.”
The CNBC host asked CZ if he agreed with Ark Invest CEO Cathie Woods, who last week forecasted bitcoin’s price between $300,00 and $1.5 million by 2030, while others who believe bitcoin is going to break all time highs this year. “I have very strong feelings that there will probably be a supercycle (this year),” he responded.
“Well, normally bitcoin follows four year cycles [...], but I think this year given the U.S. being so pro-crypto and every other country is kind of following, I do think we will see this. We will probably break the four year cycle,” said CZ, accepting this year the btc price would peak to new highs. Historically, bitcoin cycles are every four years anywhere between 14 to 18 months following the halving event. Next halving is not expected to occur until April 2028, a new all-time-high toward the end of the following year.
Zhao also spoke with CNBC of spending significant time advising policymakers on crypto frameworks, saying, “I also spend quite a lot, a lot of time talking with about a half, about a dozen governments about how to regulate crypto, how to regulate tokenization, how to do stablecoins.”
CZ had already told a panel on Thursday during a World Economic Forum 2026 Davos he was in talks with roughly a dozen countries about tokenizing their assets, although he did not mention specific nations or assets. He did, however, say the goal is to enable those countries to raise funds by offering small portions of state-owned assets to citizens or investors, similar to how some nations have sold stakes in national oil or telecom firms.
During the interview from Davos with Squawk Box, Zhao also pointed to what he sees as a broader political shift around digital assets, saying that the increasingly pro-crypto stance worldwide is “good for the crypto industry and good for America as well.”
Lastly, Zhao also spoke of his personal projects, saying he’s “still pretty busy,” and that things are “getting busier.” He’s been “working on this free education platform called Giggle Academy,” and also “worked with an investment team called YZi Labs.” Zhao added that he continues to mentor “a number of founders in the BNB Chain ecosystem space,” emphasizing that “we’re minority investors” and that he mainly supports them directly: “I just mentor them.

#MarketRebound $BTC
ETH, SOL and ADA slip as bitcoin fails to build momentum near $90,000
0.17% Bitcoin (BTC) hovered just below the $90,000 mark during Asian trading hours on Friday as gains in regional equities and a weaker U.S. dollar failed to translate into sustained upside for crypto after a volatile week.
The largest cryptocurrency traded around $89,800, little changed on the session, but remained under pressure after struggling to build momentum following this week’s liquidation-driven selloff.
While Asian stock markets climbed to record highs and investors continued rotating toward non-U.S. assets, crypto prices lagged, signaling a more cautious tone toward higher-volatility trades.
Asian equities pushed higher, with the MSCI Asia Pacific Index rising to a fresh record and emerging-market stocks extending gains. U.S. equity futures pointed modestly higher ahead of the New York open, though the advance was smaller than that seen across Asia.
The dollar stayed soft after its sharp slide earlier in the week, supporting commodities and keeping gold near $5,000 an ounce.
That macro backdrop has steadied broader risk sentiment, but crypto’s response has been muted. Bitcoin briefly dipped below $98,000 earlier in the week amid more than $1 billion in forced liquidations. Since then, prices have consolidated rather than rebounded decisively.
Ether slipped toward $2,970, while major tokens including solana, cardano and XRP edged lower on the day, according to CoinGecko data. Most large-cap tokens remain down between 7% and 12% over the past week, showing how fragile sentiment remains despite calmer conditions in equities and currencies.
Market participants continue to frame crypto as a high-beta extension of global risk appetite, reacting more to shifts in the dollar, bonds and equity markets than to crypto-specific developments.
“Crypto is still trading as a volatility amplifier rather than a defensive asset,” said Wenny Cai, chief operating officer at Synfutures. “The liquidation flush cleared excess leverage, but uncertainty around policy, funding costs and regulation is keeping investors selective rather than aggressive.”
The weaker dollar has historically provided some support for bitcoin, but the relationship has been inconsistent, particularly when investors favor assets with clearer cash flows or yield. For now, crypto appears stuck in a holding pattern.
As the U.S. session approaches, traders will be watching whether strength in equities and emerging markets pulls crypto higher, or if bitcoin remains pinned below $90,000 while confidence rebuilds slowly after a mixed start to the year.