BeyOglu - The Analyst

The total Crypto Market Capital has been up to $2.55T by the inflow of $189B dollars today, for the first time market cap of crypto market fall below $2.55T since 2023 and form a low of last 2 years.

The Fear and Greed Index of Crypto market is remain in Extreme Fear at 8 even after the strong price recovery to $71,600 indicating that the investors are still cautious about investing in crypto.

Alt Season Index:
Bitcoin and alt coin Season Index is still favoring for bitcoin indicating that the money is still following into BTC favoring the bitcoin Index. The last time Alt season went highest in September 2025.

Top 100 Coins Performance Over 90 Days
In last 90 days $MYX has been the top performer of crypto market. The Price of MYX surge from 0.08$ to 19$. The RWAs token has also performed PAXG and $XAU has booked the mark into the top Coin performer of Crypto market. while the top coins like DOT, SOL, ONDO, AVAX etc are continuously printing losses.

Crypto Market Dominance:
The market dominance is indicating that the Bitcoin capitalization is cover 58% of the total market cap of Crypto. while ETH is cover 10.4% of the market and 31% is in the other alt coins.

Bitcoin update:
Bitcoin dumped to $60,000 yesterday and make a decent recovery to $70,000 yesterday. $BTC Jump to $71,960 as the day of Saturday and facing selling pressure that resulted in price decline. At the time of writing this bitcoin is trading near $69,000. To keep the bullish momentum Continue Bitcoin Should break above $72,000.
The Relative Strength Index RSI is at 31 aiming upward indicating the momentum is being shift from bearish to bullish. To keep the bullish momentum RSI must sustain above 50 level of neutral. While the MACD Moving Average Convergence Divergence is still favoring bears blue line is still below the orange line, forming weaker histogram indicating that the selling pressure is getting weaker.
Bitcoin is Struggling to break above the key psychological key resistance price level of $72,000 if Bitcoin will close a day below $66,500 then it could again extend the decline towards $60,000.

The $330.7M if inflow was recorded yesterday in Bitcoin. The Strong month for bitcoin ETFs inflow was july 2025 in which $6.1B inflow was recorded. while the weakest month Bitcoin ETF was November 2025 in which the highest out flow was recorded 3.5B. In the first week of web nearly $500M has been wipe out from Bitcoin ETFs.

PS. This is not a Financial Advice.

According the BloomBerg News letter "President Donald Trump enabled his administration to apply tariffs on goods from countries doing business with Iran, but stopped short of immediately imposing any new duties.
An executive order that Trump signed Friday said that the levy “may be imposed on goods imported into the United States that are products of any country that directly or indirectly purchases, imports, or otherwise acquires any goods or services from Iran.”
Trump first threatened the duty on social media in mid-January, saying it would be effective immediately. But no paper was ever issued codifying the policy until Friday. The action has the potential to disrupt major US trading relationships across the globe, including with countries such as India, Turkey, and China.
The order empowers the secretaries of State and Commerce to jointly determine if any countries have met the criteria. Once a finding is made, the policy empowers them — in conjunction with the Office of the US Trade Representative and Department of Homeland Security — to decide “to what extent an additional” tariff should be applied.
Trump did not specify a rate that would be imposed but uses the 25% rate that he first threatened on Iran’s trading partners as an “example.”
Iran and the US engaged in their first in-person talks earlier Friday in Oman, an effort to defuse tensions between Washington and Tehran and avert a military confrontation.
The source of the latest upheaval has been weeks of mass protests that have rocked the Islamic Republic. Demonstrations were initially sparked by a currency crisis and worsening economic conditions but they became increasingly aimed at the regime. It’s amounted to the biggest challenge to the nation’s ruling system since 1979.
Trump has cheered on the protesters and threatened strikes if Iran’s leaders continued violently repressing the protests. Last month, he told reporters that he was glad authorities had decided not to execute prisoners, seemingly putting off an imminent attack on Iran. In the meantime, a large US Navy strike group has traveled to the region in the event of any action.
#USIranStandoff

For decades, banks have been the backbone of the financial world—keeping our deposits safe, providing loans, and keeping payments moving. However, beyond these core services, many banks have quietly stepped into the world of asset management, guiding clients through investments in stocks, bonds, and ETFs. Today, we are seeing this exact same model evolve to include crypto and digital assets.
Banks as Indirect Asset Managers
While banks aren’t "asset managers" by definition, global giants like JPMorgan, Goldman Sachs, and HSBC operate massive asset management divisions. These units function just like classic investment firms: they invest client funds, manage risks, and chase returns. The key difference? Banks typically don’t gamble with their own balance sheets; instead, they provide the infrastructure and expertise needed to grow their clients' wealth.
From Stocks to Crypto: History Repeats Itself
Historically, banks have been slow to adapt to new markets—even stocks were once viewed with caution. But once the demand became undeniable, banks moved in, offering everything from brokerage accounts to ETF exposure.
We are seeing a mirror image of that trend in the crypto space today. Banks are no longer just watching from the sidelines; they are actively working to:
Provide Secure Custody: Safe storage for Bitcoin, Ethereum, and other tokens.Facilitate Tokenization: Bringing real-world assets like gold and silver onto the blockchain.Offer Indirect Trading: Creating a bridge for clients to access crypto through familiar structures, similar to stock ETFs.
The Turning Point: Crypto ETFs
The approval of Bitcoin ETFs in 2025 changed everything. As institutional adoption exploded, giants like BlackRock and Fidelity paved the way, making it safe for banks to step in with custody and trading services. Much like stocks became a standard part of any portfolio, crypto is becoming a routine part of wealth management.
The Rise of Digital Commodities
At the same time, the tokenization of precious metals—like the gold (XAU) and silver ($XAG ) trading launched on platforms like Binance in 2025—has opened new doors. Banks are expected to embrace this trend, offering clients a seamless and secure way to trade traditional assets on blockchain "rails."
The Road Ahead: 2026 and Beyond
By 2026, the integration of crypto into banking will likely be complete. We are moving toward a future where banks act as full-scale digital asset managers, offering:
Direct investment of client funds into digital assets.
Structured crypto products and specialized ETFs.
Diverse portfolios that mix stocks, bonds, and tokenized commodities.

Banks aren't ignoring the crypto revolution—they are institutionalizing it. They are turning market volatility into a managed opportunity. As regulations clear up and ETFs become mainstream, the era of banks as indirect crypto managers isn't just coming; it’s already here.
#BanksAdoptingBTC

The firm took a massive hit this week as its ETH long position collapsed, costing an estimated $686 million.
What to know:
Trend Research, a trading firm led by Liquid Capital founder Jack Yi, created a $2 billion leveraged long position in Ether by borrowing stablecoins against ETH collateral.As the price of Ether fell to $1,750 this week, the firm’s looped ETH position was opened, resulting in an estimated $686 million loss.Yi framed the massive sell-off as risk control and said he remains bullish on a “mega” crypto bull market, predicting ETH above $10,000 and Bitcoin above $200,000 despite the setback.
An ETH bull got caught on the wrong side of the market this week as ether plunged, turning a massive long bet into a multi-million-dollar disaster.
The trader was Trend Research, a firm led by Liquid Capital founder Jack Yi. Over recent months, the firm had built a roughly $2 billion bullish position on ether, funded by borrowing stablecoins from DeFi heavyweight Aave and collateralizing the loans with ETH.
The trade unraveled this week, saddling the firm with an estimated $686 million loss, according to Arkham.
The collapse is a reminder that crypto remains a market where volatility can wipe out positions in days. It also highlights how traders continue to chase leveraged loop strategies — borrowing stablecoins against ETH collateral — even after repeated blowups during market downturns.

How it went down.
The team remained confident in ether’s long-term outlook and believed the October dip below $4,000 would be short-lived.
But the rebound never came. Ether kept sliding, putting serious pressure on the firm’s looped ETH long. As prices dropped, the value of the collateral behind the leveraged position shrank fast, while the borrowed stablecoin debt stayed fixed — a classic leverage trap.
The breaking point arrived this month when ETH fell sharply alongside bitcoin. On Feb. 4, ether plunged to $1,750, its lowest level since April 2025. With risk mounting, Trend Research began unwinding the position, liquidating more than 300,000 ETH, according to Bubble Maps.
“Trend Research started sending large amounts of ETH to Binance to repay debt on AAVE. In total, this cluster moved 332k ETH worth roughly $700 million to Binance over five days,” Bubble Maps wrote on X.
After the sell-off, the firm was left holding just 1.463 ETH.
Jack Yi framed the sell-off as a move to manage risk rather than a loss of conviction.
“As one of the major participants in this cycle, we’re still confident about the next bull market,” Yi wrote on X. “We see ETH moving above $10,000 and BTC breaking past $200,000. These adjustments are purely about risk control — our long-term outlook hasn’t changed.”

Yi added that periods like this often offer the best buying opportunities, pointing out that volatility is simply part of crypto. “Time and again, sharp swings have shaken out bullish traders,” he said, “but historically, those phases are often followed by powerful rebounds.”

Solana ($SOL ) has been disappointed for long time due to the continuous serious price decline. The Price of SOL has been dropped below 70$ on Friday 6th Feb. lets find out what are the long Term and Short term Price Prediction.
SOL Price Forecast on 1Hr Timeframe.
SOL is consolidating below weak resistance price level of $90. It has faced a miner rejection from the key psychological resistance and now again trying breakout this resistance. If SOL break above this resistance level then SOL and extend the pump towards $97. However another Rejection from this resistance can take down the price of SOL to $81.

If Sol Breakout the resistance then the Next Target will be $97.

SOL Price Forecast on 4Hr Timeframe.
After the recent Dip SOL price is now recovering consecutively forming multiple green candles indicating that the momentum is being Shift. If SOL closes another 4 hourly candle above $90, then SOL could Extend the pump towards $96-$97.
The Relative Strength Index RSI of SOL has been out from the over sold region aiming upward indicating that the bearish momentum is slowly fading away. While Moving Average Convergence Divergence is near to make a bullish Crossover indicating that the price could surge on short term.

SOL Price Forecast on 1 Day Timeframe.
Solana faced strong price decline during the global price fall in all the markets. Sol has found some buying volume from the key psychological support price of 70$ and now continuously trying to recover. At the time of writing this Solana is currently Trading near $87. Sol is bouncing back from the strong support price level if the bitcoin remain stable or bullish SOL could extend the pump towards 118$.

The Daily RSI of SOL is at 29 higher then over sold region aiming upward indicating that the momentum could shift from bearish to bullish. To keep continue bullish price sol must sustain its RSI above 50 level of neutral.
Moving Average Convergence divergence MACD has turned the histogram lighter indicating that the bearish momentum is getting weaker. A strong Bullish can come if MACD blue line flip the orange line.
Solana Price Prediction on Weekly Timeframe.
Sol found Support at 70$ drawn from the low of Feb 2022 and the Higher high of 2023 December and now making a pullback from this support. If Sol closes this week green we might see some huge gains in the price of SOL.
If Sol closes the week above $97 then it could extend the pump towards $150 on long term basis The RSI and MACD is still showing bearish Indications in Solana.

Bitcoin ($BTC ) is falling fast enough that you should probably look it up right now if you want an accurate price.
On Friday, it fell near $60,000 for the first time since October 2024.
The cryptocurrency has fallen more than 50% from last year's record, and the intensifying sell-off has evaporated all the gains investors have made during Trump's second term.
And it's taking Michael Saylor's famous bitcoin treasury firm, Strategy (MSTR), along for the ride down.
Strategy shares tumbled 17% on Thursday ahead of its fourth quarter results. And even with a cautious bounce on Friday morning, the stock is on track for steep weekly losses.
The company holds 713,502 bitcoins with an average purchase price of $76,052, roughly 20% more than what bitcoin is trading for. Strategy reported operating losses of $17.4 billion, compared to $1 billion in the same period in 2024.
The company’s premise sounded almost too good to be true: sell new shares and debt, and keep buying crypto.
For a long time, it worked as Bitcoin continued to rise, even while many latecomers tried to copy the strategy. Shares of Strategy—the company that pioneered this new kind of perpetual-motion money machine—skyrocketed over the past few years, climbing nearly 700% in just 18 months, from January 2024 to the end of July 2024.
Investors were willing to pay Michael Saylor’s firm a premium over the actual price of Bitcoin. As a result, the company that had accumulated the largest corporate stockpile of Bitcoin became worth more than the Bitcoin it actually held. However, Bitcoin has since fallen well below the average price at which those holdings were purchased.

Bitcoin $BTC , Gold $XAU and Silver $XAG plunged heavily due to the USA and Iran conflicts. Bitcoin dropped more than 50% from the ATH to $60,000 , Gold XAU price drop nearly 20% and silver price dropped to $64 almost 50% from the top just in a week.
Bitcoin Technical Analysis and Price Forecast:
Bitcoin Price drop more than 50% from the all time high form on 6th October 2025, At the time of writing this bitcoin is trading near $675,000 making a pullback from the key psychological support price level of $60,000 drawn from the top of 13 March 2024.
If Bitcoin will make a daily close above $68,000 then it could extend the gains above $73,000. And if Bitcoin will close a day below $63,000 then it could extend the decline to $58,000.
The Relative Strength Index RSI is at 21 in over sold region aiming upward indicating that the price could surge on short term. While MACD is showing the strong bearish momentum in Bitcoin.

Gold XAU Technical Analysis and Price Forecast:
XAU started facing decline on Wednesday from $5,100 and now today the price of gold dropped to $4,600 nearly 20% down from the top due to the global tension cause by Iran and USA. However the Price of Gold is making a pullback from the key psychological support price level of $4,600. At the time of writing the Gold is trading near $4,850.
If the Gold will make a day close above $4,900 then the price could continue surge to $5,100 again, however a day close below $4,820 then gold could extend the decline towards $4,600.
The Relative Strength Index RSI on daily timeframe is at 52 higher then the level of neutral aiming upward indicating that the bearish momentum is fading away. while MACD orange line is above blue moving parallel indicating that the price could go sideway.

Silver XAG Technical Analysis and Price Forecast:
The month of January has always been bad for Silver, the Price of silver crashed nearly 40% in a single day. The Price of silver recovered again on Wednesday above 90$ but could not breakout the resistance price level due to the on going conflicts. Today Asia opening the price of Silver dropped to 64$ almost 50% down from the recently from all time high. At time of writing this silver is trading near 74$. it will make a day close below 70$ then the price of silver could extend the decline to 54$.

P.S not a financial advice do your own research.

The U.S. Treasury has taken a decisive step into crypto enforcement, sanctioning two UK-registered exchanges for allegedly helping Iran evade long-standing U.S. sanctions. The Office of Foreign Assets Control (OFAC) targeted Zedcex and Zedxion, accusing them of facilitating large-scale financial flows tied to Iran’s Islamic Revolutionary Guard Corps (IRGC). The move marks a major shift in how regulators are treating crypto platforms linked to sanctioned economies.
Exchanges Accused of Handling IRGC-Linked Funds
According to the Treasury, Zedcex processed more than $94 billion in transactions since August 2022, with a portion allegedly connected to IRGC-linked networks. Blockchain analysis also pointed to more than $389 million moving through wallets tied to the case. OFAC specifically designated seven Tron (TRX) addresses used to route these funds, aiming to cut off future access.
The exchanges were reportedly connected to Babak Zanjani, a controversial Iranian financier previously imprisoned for misappropriating billions in oil revenues. U.S. officials claim Zanjani later reemerged as a key figure helping the Iranian regime move money discreetly, using crypto infrastructure to bypass traditional banking restrictions.
Individuals and Security Officials Also Sanctioned
Beyond the exchanges, OFAC sanctioned seven Iranian individuals, including senior security and intelligence officials. Authorities accused them of enabling money laundering and supporting internal repression. The Treasury emphasized that crypto tools made it easier for these networks to obscure fund flows, which is why entire platforms, rather than just individual wallets, were targeted.
As a result of the sanctions, U.S. persons are prohibited from engaging with Zedcex and Zedxion, and any assets linked to them under U.S. jurisdiction are now frozen.
A Turning Point for Crypto Enforcement
This action sets a new precedent. Until now, OFAC has largely focused on sanctioning wallets or specific actors. Targeting full-fledged exchanges for operating within Iran’s financial system signals a tougher stance. The message to global crypto platforms is clear: weak compliance and jurisdictional blind spots carry serious consequences.
Treasury officials said Iran has increasingly turned to digital assets to ease economic pressure from sanctions. By shutting down crypto rails linked to the country, the U.S. hopes to raise the cost and complexity of these efforts.
What This Means for Crypto
The sanctions send a clear warning to the UK crypto industry that regulatory distance is no longer a shield. Even though Zedcex and Zedxion are UK-registered entities, OFAC’s action shows that exchanges operating under the UK banner can still face severe consequences if they are found facilitating sanctioned financial activity. For UK-based crypto firms, this raises the compliance bar significantly.
The move also increases pressure on UK regulators to tighten oversight of registered crypto businesses, as failures could attract international enforcement rather than remaining a local compliance issue. In effect, the sanctions reinforce that UK crypto platforms are being treated as part of the global financial system, not a regulatory loophole, and missteps can quickly escalate into cross-border enforcement actions with serious operational and reputational fallout.