Coinspeaker

Binance co-founder Changpeng Zhao (CZ) and prominent market analysts are confident: the coming years could validate the “Bitcoin Super Cycle,” fundamentally decoupling the asset from its traditional four-year patterns. This potential structural shift suggests that institutional liquidity and regulatory clarity may finally supersede the programmatic impact of supply issuance.

Historically, Bitcoin’s price discovery has been tethered to the Halving Cycle, a recurring event that slashes miner rewards in half every four years. However, the market landscape has evolved significantly following the approval of US spot ETFs and the unprecedented influx of corporate capital. Industry observers argue that rising global liquidity and impending legislative frameworks like the CLARITY Act are now overpowering the supply shock mechanics, setting the stage for a sustained uptrend driven by demand rather than scarcity alone.

CZ: A CRYPTO SUPERCYCLE IS POSSIBLE

CZ says Trump will do everything to make the stock market do well, expecting liquidity to spill over into crypto.

“If stocks do well, it’s usually good for crypto,” he said, opening the door to a possible super cycle 🚀 pic.twitter.com/N0VyzpiK9Q

— Trending Bitcoin (@TrendingBitcoin) February 11, 2026

DISCOVER: Best Solana Meme Coins in 2026

Is the Halving Cycle Beating a Retreat? A New Idea Of The Bitcoin Super Cycle

This is the current idea:  For CZ, the entry of institutional capital at scale signals a departure from retail-driven boom-bust volatility. He suggests the market is maturing and adoption curves are becoming more important than simply reducing new coin issuance.

This view challenges the rigid expectation of a bear market merely because a specific time has passed since the last halving.

Supporting this thesis, macroeconomic data indicate that Bitcoin’s correlation with the global M2 money supply is strong, suggesting that central bank policies are a more potent price driver than internal protocol mechanics.

Analysts like Ali Martinez have pointed to historical patterns suggesting that without a massive catalyst, Bitcoin could still face deep cyclical corrections, potentially retesting lower support levels before any renewed parabolic run.

EXPLORE: Next Crypto to Explode

A New 2026 Crypto Outlook

The potential shift toward a Super Cycle places significant weight on the regulatory and macroeconomic environment expected in the near future. The advancement of the Digital Asset Market Clarity Act, or CLARITY Act, represents a crucial piece of this puzzle. By potentially establishing a clear division of power between the SEC and CFTC, the legislation could offer the jurisdictional certainty needed to unlock trillions in sideline institutional capital, reinforcing the asset class against traditional volatility.

Furthermore, the 2026 Crypto Outlook is complicated by broader monetary factors. With the term of Federal Reserve Chair Jerome Powell expiring in May 2026, uncertainty regarding future interest rate policies could drive investors toward Bitcoin as a hedge against central bank unpredictability. If these regulatory and monetary catalysts align, the market may finally break free from the four-year cycle, entering a period of sustained appreciation characteristic of a mature global reserve asset.

EXPLORE: Upcoming Binance Listing To Watch in 2026

Bitcoin Price Analysis: Super Cycle Loading… Or Just Another Dip?

Bitcoin Price Analysis Source: TradingView

Bitcoin hovers around $67,000–$67,500, nursing a brutal 45–50% drawdown from the October 2025 ATH above $126K. Whale dumps (including a fresh $172M stack) and thinning futures OI have fueled the bleed, with price coiling between $60K support and $69K resistance.

On-chain signals scream accumulation, yet ETF outflows and macro caution keep the vibe bearish short-term with potential flush to $60K or lower before any real squeeze.

The market’s failure to surge past $69K so far is proving a harsh counterpunch to CZ’s bold Super Cycle thesis: instead of decoupling into endless upside, BTC remains chained to classic post-peak correction dynamics, with bulls lacking the firepower for a breakout.

For now, it’s sideways.

next

The post Bitcoin Super Cycle: Why 2026 Could Redefine Bitcoin’s Market Mechanics appeared first on Coinspeaker.

Spoluzakladatel Etherea Vitalik Buterin vyzval k strategickému přehodnocení toho, jak technologie blockchainu interaguje s AI nebo umělou inteligencí, a varoval před „neomezenou rychlostí“ současného vývoje AGI.

V příspěvku na X z včerejška Buterin argumentoval, že Ethereum by mělo sloužit jako kritická infrastruktura pro nasměrování vývoje AI k ověřitelným a decentralizovaným výsledkům, místo aby jednoduše akcelerovalo moc modelů.

Před dvěma lety jsem napsal tento příspěvek o možných oblastech, které vidím pro průniky ethereum + AI: https://t.co/ds9mLnrJWm

A federal judge in Brooklyn has sentenced Braden John Karony, the former CEO of Defi project SafeMoon, to 100 months in prison for his role in a multi-million dollar fraud scheme.

JUST IN: Founder of SafeMoon, Braden Karony, has just been sentenced to 100 months in prison.

— unusual_whales (@unusual_whales) February 10, 2026

Karony was convicted of conspiratorial fraud and money laundering after diverting approximately $9 million in investor funds to purchase luxury assets, despite public assurances that the project’s liquidity pools were locked.

The coin itself, Safemoon or SFM, has been in decline since the last bull run, now hovering at -99% from its top in 2021.

(source – Coingecko)

Fraud Scheme Exposed: Safemoon CEO in The Wrong?

Launched in March 2021 on the Binance Smart Chain, SafeMoon rapidly gained popularity during the 2021 crypto bull market by promising holders passive yields through redistributed transaction fees. A core component of the project’s marketing was the claim that liquidity pools were “locked” and inaccessible to the developers, supposedly securing investor funds against a “rug pull”.

However, federal prosecutors demonstrated that Karony and his co-conspirators, including former Chief Technology Officer Thomas Smith and creator Kyle Nagy, maintained secret access to these pools.

(source – Justice.gov)

According to court findings, the executives exploited this backdoor to drain millions of dollars from the SafeMoon US LLC liquidity pools. The sentencing on Tuesday comes nine months after a federal jury convicted Karony of conspiracy to commit securities fraud, wire fraud, and money laundering in May 2025. While Smith pleaded guilty earlier and awaits sentencing, Nagy remains a fugitive with an active warrant for his arrest.

DISCOVER: Upcoming Coinbase Listings

Court Mandates Forfeiture and Restitution

During the sentencing hearing, the court ordered Karony to forfeit approximately $7.5 million and his interest in two residential properties. The Department of Justice (DOJ) revealed that the stolen proceeds were used to finance a lavish lifestyle, including the purchase of a $2.2 million home in Utah, a Tesla, an Audi R8, and other custom vehicles. FBI Assistant Director James C. Barnacle, Jr. emphasized the betrayal of fiduciary trust in a statement regarding the verdict:

Not only did Braden John Karony abuse his position as CEO, but he also betrayed his investors’ trust by stealing more than nine million dollars in digital assets from his company to fund his lavish lifestyle.

While the forfeiture addresses the illicit gains, the court indicated that the final restitution amount for victims would be determined at a later date, consistent with procedures seen in other major financial fraud cases reported by legal analysts.

EXPLORE: Best Solana Meme Coins in 2026

Authorities Continue Crackdown on Crypto Crimes

The 100-month sentence reinforces the US government’s intensifying focus on accountability within the digital asset sector. The outcome aligns with broader enforcement trends where financial opacity is met with severe penalties. For instance, the US DOJ recently finalized a $400 million forfeiture in the Helix crypto mixer case, signaling a continued zero-tolerance policy for platforms that facilitate illicit money flows.

This strict judicial stance is not limited to the United States. Recently, South Korea sentenced a crypto firm executive to jail just ahead of implementing tighter corporate regulations. The severity of sentences varies by crime, but the trajectory is clear; cases involving direct theft or darknet operations attract long terms, such as when the Incognito Market founder received a 30-year jail term. For SafeMoon investors, Karony’s sentencing marks the closure of a significant chapter in the project’s controversial history.

DISCOVER: Next Crypto to Explode

next

The post Former SafeMoon CEO Sentenced to 8 Years: Braden John Karony and $9M Investor Fraud appeared first on Coinspeaker.

Japonská MicroStrategy Metaplanet uvedla, že bude pokračovat v plánu na akumulaci Bitcoinu, nezasažena volatilitou BTC BTC $68 317 24h: 2,7% Tržní kapitalizace: $1,36 T Obj. 24h: $167,17 B cenovou korekcí. To přichází v době, kdy Bitcoin klesl o více než 22% za poslední týden, s očekáváním dalšího propadu pod $50,000.

Metaplanet bude pokračovat v nákupu Bitcoinu

Generální ředitel Metaplanet Simon Gerovich potvrdil strategii společnosti zaměřenou na Bitcoin, uprostřed masivního propadu trhu s kryptoměnami. Při vyjádření k vývoji Simon Gerovich řekl:

Zkušený obchodník Robert Kiyosaki odhalil, že prodal části svých Bitcoinů BTC $65 941 24h volatilita: 7,5 % Tržní kapitalizace: $1,32 T Objem 24h: $166,54 B a zlatých rezerv, přestože dříve učinil býčí předpovědi.

Oznámení přichází, protože cena Bitcoinu stále klesá směrem k úrovni 64 000 $.

Po sdílení zprávy na X čelil Kiyosaki značné kritice od sledujících, přičemž někteří ho za tento krok kritizovali.

JAK JSEM ZMIŇOVAL na X dříve.

Přestal jsem kupovat stříbro za 60 $.

Přestal jsem kupovat Bitcoin za 6000 $.

Secure Digital Markets sent $1 million to Kraken over Bitcoin’s Lightning Network on January 28, 2026, settling the transaction almost instantly with minimal fees—the first publicly disclosed seven-figure payment on the protocol.

Lightning Network was built to handle small, everyday transactions, usually under $100. The protocol works as a second layer on top of Bitcoin BTC $63 911 24h volatility: 12.1% Market cap: $1.28 T Vol. 24h: $140.30 B blockchain, using pre-funded payment channels to speed up transfers and cut costs compared to sluggish on-chain settlements. This layer was designed before 2017, and it’s under constant test to know its limits.

But this new pilot with Kraken shows it can handle institutional-sized payments, too, thanks to Voltage’s managed node infrastructure, which offers the uptime and liquidity guarantees big players need, according to the announcement.

Mostafa Al-Mashita, who co-founded SDM and runs sales and trading there, framed the test as a turning point. “Moving $1 million to Kraken over the Lightning Network marks a definitive shift in the architecture of global settlement,” he said. “We have moved past the era of questioning Bitcoin’s institutional capacity. Now, the only remaining variable is how quickly lagging institutions will abandon legacy systems.”

Lightning Network Capacity and Usage Show Growth

Lightning’s total capacity hit an all-time high of over 5,600 BTC last December, up from around 4,200 BTC earlier in 2025, according to data from Bitcoin Visuals. The network currently operates with approximately 17,300 nodes and 40,900 active channels, according to mempool space data, down from peak node counts in previous years but with consolidated, higher-capacity channels.

Graph of Lightning Network capacity over time | Source: Bitcoin Visuals

This conduct appears to be related to merchant adoption acceleration over the last few years. Lightning now handles roughly 15% of Bitcoin payments for merchants, nearly double the rate from 2023, according to Coinlaw report. Major exchanges like Binance added substantial liquidity to their Lightning channels, driving much of the capacity growth. Even the big merchant payments company, like Square, enabled its use at the end of 2025.

One infrastructure provider, LQWD Technologies, reported routing over 2,012 BTC across 2 million transactions by December, with daily volumes reaching 7,500.

If SDM’s pilot signals broader institutional interest, Lightning could shift from a micropayment tool to a legitimate settlement network for high-value transfers. The infrastructure appears ready; the question is whether traditional finance will follow these innovations.

next

The post SDM Executes First $1M Lightning Network Payment to Kraken, Proving Institutional Capacity appeared first on Coinspeaker.

Michael Saylor‘s Strategy Inc. vykázal ohromující čistou ztrátu 12,4 miliardy dolarů za čtvrté čtvrtletí roku 2025, která byla téměř výhradně způsobena nerealizovanými ztrátami na jeho bitcoinovém pokladu, když ceny kryptoměn klesly.

Společnost ve středu oznámila, že nyní vlastní 713 502 bitcoinů, které byly zakoupeny za celkovou cenu 54,26 miliardy dolarů, což představuje průměrnou nákupní cenu 76 052 dolarů za minci. Navzdory papírovým ztrátám přidala Strategie v lednu 2026 samotném 41 002 bitcoinů, což signalizuje žádný ústup od její základní akumulační strategie.

Tether Investments announced on February 05 that it invested $100 million in Anchorage Digital, backing the federally chartered bank that issues its USA₮ stablecoin for the American market.

This equity stake builds on an existing relationship between the companies as Tether pursues a significant foothold in the United States. Anchorage Digital Bank N.A., the country’s first federally chartered digital asset bank, issues USA₮, Tether’s domestically compliant stablecoin launched in January 2026.

“Tether exists to challenge the status quo and build global infrastructure for freedom,” said Paolo Ardoino, CEO of Tether, in their press release. “Our investment in Anchorage Digital reflects a shared belief in the importance of secure, transparent, and resilient financial systems. Anchorage Digital has set a strong benchmark for institutional digital asset infrastructure, and we are pleased to support its continued growth.”

Tether Announces $100 Million Strategic Equity Investment in Anchorage Digital

Read more:https://t.co/rp211Yr1Qz

— Tether (@tether) February 5, 2026

US and Tether to Have Closer Relations

Anchorage is a banking company that has been working since 2020 to unite the worlds of crypto and traditional finance. In 2024, it received a BitLicense to operate in New York, further strengthening its credentials as a supervised institution. Worth mentioning, Tether’s flagship USDT token has faced compliance hurdles in the US in the past, making the Anchorage partnership critical for market access in the country.

The investment gives Tether more than an equity position. It connects the company to the federally chartered banking industry at a time when Washington is scrutinizing stablecoin issuers under the GENIUS Act. By working through Anchorage’s compliance and custody systems, Tether could operate in a supervised framework while supporting the platform behind USA₮.

The deal shows that breaking into the US stablecoin market requires partnering with chartered banks rather than bypassing traditional finance, as Tether tried in the past.

next

The post Tether Invests $100M in Anchorage Digital to Expand US Stablecoin Presence appeared first on Coinspeaker.

Michael Burry, investor, který předpověděl hypoteční krizi v roce 2008, vydal 5. února jasné varování ohledně Bitcoinu BTC $65 340 24h volatilita: 11.5% Tržní kapitalizace: $1.31 T Vol. 24h: $116.64 B : kryptoměna by mohla replikovat vzor kolapsu z let 2021-2022, což by naznačovalo další pokles směrem k $50,000 nebo dokonce níže.

Burry zveřejnil na X srovnávací graf s jednoduchou zprávou “$BTC Vzory,” kde kreslí strukturální podobnosti mezi aktuálním poklesem—z $126,000 na $70,000— a předchozím brutálním pádem, který stáhl Bitcoin z $35,000 pod $20,000.

Akcie Strategy Inc. čelí výprodeji na předtržním trhu, protože investoři očekávají její zprávu o výdělcích a cena Bitcoinu klesá pod 70 000 $. Tento výhled vyvolal nové otázky ohledně hodnoty velkých BTC společnosti BTC $65 340 24h volatilita: 11,5% Tržní kapitalizace: $1,31 T Vol. 24h: $116,64 B držení. Akcie MSTR klesly asi o 5% před výsledky po snížení očekávání od hlavního analytika.

Akcie Strategy klesají, protože pád Bitcoinu oslabuje sentiment

Akcie Strategy klesly před zveřejněním výsledků za čtvrté čtvrtletí, což odráží široký výprodej BTC na trhu. Dříve tento týden hlavní analytik ve společnosti Canaccord snížil cílovou cenu na $185 z $474. To představuje jeden z nejostřejších poklesů v nedávných předpovědích Wall Street.

Spot Bitcoin ETF v USA viděly významné odlivy během ledna 2026. Navzdory tomu celkový pokles BTC drženého těmito ETF je pouze 6,6 % od října 2025. Během stejného období BTC BTC $65 340 24h volatilita: 11.5% Tržní kapitalizace: $1.31 T Vol. 24h: $116.64 B cena klesla o 44 %, což ukazuje, že investoři drží s diamantovými rukama.

Držitelé Bitcoin ETF ukazují sílu

Hlavní odlivy přicházející ze spot Bitcoin ETF rozvířily tržní sentiment. Extrémní strach se uchytil na kryptoměnovém trhu, ale data ETF naznačují, že institucionální držitelé většinou zůstávají na svých místech.

Gemini Space Station Inc. schválila plán opustit Spojené království, EU a Austrálii a propustit až 200 zaměstnanců, což odpovídá přibližně 25% globálního počtu zaměstnanců, podle oficiálního prohlášení z 5. února 2026.

Podle nedávného podání u SEC společnost Gemini informovala regulátory, že očekává, že plán ukončení bude dokončen v 1H 2026 a že zaúčtuje přibližně $11,000,000 v předběžných nákladech na restrukturalizaci a souvisejících poplatcích, přičemž "podstatná většina" bude uznána ve 1. čtvrtletí 2026.

Stejné podání uvádí, že Gemini bude pokračovat v provozu v USA a Singapuru, zatímco opustí jiné jurisdikce, včetně Spojeného království, EU a Austrálie.

The cryptocurrency market is in a downfall and crypto liquidations have already surpassed $1.45 billion in the last 24 hours, making it the fourth-worst day in the past three months by 24-hour liquidation size.

As of this writing, over 311,000 traders saw their positions being flushed out, with the largest single liquidation coming from the BTC/USDT pair on Hyperliquid’s competitor, Aster, for $11.36 million in nominal value. Coinspeaker retrieved this data from CoinGlass on February 5 at 5:30 p.m. UTC.

Liquidation heatmap and total liquidations as of February 5, 2026 | Source: CoinGlass

Long positions were the most affected ones, accounting for $1.24 billion out of the $1.45 billion recorded so far. Bitcoin BTC $65 340 24h volatility: 11.5% Market cap: $1.31 T Vol. 24h: $116.64 B leads the liquidations by a large margin, totaling $738.83 million—two times more than Ethereum ETH $1 918 24h volatility: 11.3% Market cap: $232.00 B Vol. 24h: $55.40 B at $337.45 million in second place. Solana SOL $81.40 24h volatility: 11.9% Market cap: $46.16 B Vol. 24h: $9.74 B has the third-largest liquidations at $77.28 million.

Notably, most of the liquidation events happened in the last 12 hours as this data approaches $1 billion. $646 million were liquidated in the last 4 hours alone and $85 million in the past hour of this data collection.

A historical chart from CoinGlass shows this as the fourth-largest daily liquidation event in the last 90 days, only losing to data from January 29, November 20 (2025), and January 30, in order.

Cryptocurrency liquidation history (90D), as of Feb. 5, 2026 | Source: CoinGlass

Analysts Warn of Further Downside as BTC, ETH, SOL Plunge

All three cryptocurrencies with the largest recorded liquidations today have lost important price support levels during this crash caused by a long squeeze. They have now entered bear market territory and could visit lower levels in the following days and weeks if they do not recover from this fall. A recovery would mark a chart deviation and invalidate the bearish landscape.

Precisely, BTC was trading at $66,650, ETH at $1,960, and SOL at $83 per coin and tokens.

Bitcoin, Ethereum, and Solana 1D price charts, as of February 5, 2026 | Source: TradingView

Michael Burry, known for predicting the 2008 crisis, warns Bitcoin could replicate its 2021-2022 collapse pattern, potentially dropping to $50,000 or lower, as Coinspeaker reported. Meanwhile, the Bitcoin analyst known as PlanB highlighted four possible bear market scenarios that could play out in the following days.

next

The post Crypto Liquidations Hit $1.4 Billion in 24 Hours, Fourth-Largest 90-Day Flush appeared first on Coinspeaker.

Circle a Polymarket dnes oznámily partnerství, které přivede nativní USDC na predikční trh během následujících několika měsíců a nahradí tak verzi bridged stablecoinu, kterou obchodníci aktuálně používají.

Polymarket v současnosti funguje výhradně na bridged USDC (USDC.e) prostřednictvím Polygonu. Nativní USDC pochází přímo od regulovaných subjektů Circle a může být vyměněn jeden na jednoho za americké dolary. Bridged tokeny potřebují zprostředkovatelské protokoly, aby se pohybovaly mezi blockchainy, což vytváří další kroky, problémy a náklady. Nativní verze eliminují tohoto zprostředkovatele, což činí transakce rychlejšími a spolehlivějšími pro uživatele obchodující miliardy měsíčně.

Spoluzakladatel Etherea Vitalik Buterin nedávno kritizoval nedostatek originality v ekosystému Layer-2 a škálování blockchainu. Ve svém nejnovějším blogovém příspěvku Buterin tvrdil, že se prostor stal příliš závislým na spuštění téměř identických, EVM-založených sítí. Zdůraznil potřebu smysluplné inovace v nových a nadcházejících řetězcích.

Vitalik Buterin říká ne řetězcům EVM na kopírování a vkládání

Vitalik Buterin sdílel stav nových EVM řetězců, které přicházejí na trh. Průmysl se musí podívat za spuštěním dalšího EVM-založeného řetězce s optimistickým mostem k Ethereu. Buterinovy komentáře přicházejí právě ve chvíli, kdy v poslední době neustále prodával ETH.

Největší stabilní mince Tether dosáhla historického maxima (ATH) ve svém oběhu. Stabilní mince vázaná na dolar USDT zaznamenala expanze na rekordních 187,3 miliardy dolarů v tržní kapitalizaci ve 4. čtvrtletí 2025. To je pozoruhodné, vzhledem k medvědím podmínkám na širším kryptoměnovém trhu po říjnovém likvidačním období. Existují otázky ohledně dalšího odpojení.

Tether zaznamenává více milníků

Rostoucí počet stabilních mincí od konkurentů nebyl schopen nahradit tuto minci. Širší kryptoměnový trh zažil významnou likvidační událost 10. října, kterou vyvolaly diskuse o obchodních válkách mezi USA a Čínou.

World Liberty Financial, krypto podnik rodiny Trump, nyní čelí vyšetřování Sněmovny ohledně reportované dohody v hodnotě 500 milionů dolarů s entitou spojenou s Abú Dhabí. Vyšetřování se také týká dolaru vázaného stablecoinu USD1 společnosti World Liberty Financial. V rámci dohody údajně entita získala 49% podíl v krypto podniku Trumpa.

Sněmovna USA zahajuje vyšetřování společnosti World Liberty Financial

Rep. Ro Khanna z Výboru Sněmovny reprezentantů zaslal formální dopis společnosti World Liberty Financial (WLFI) s žádostí o podrobné informace o její reportované dohodě se Spojenými arabskými emiráty.

Volatilita BTC Bitcoinu $70 109 24h: 7,6 % Tržní kapitalizace: $1,40 T Objem 24h: $97,29 B výprodej pokračoval, přičemž cena klesla o dalších 8 % během posledních 24 hodin na přibližně 70 500 USD.

Tržní veterán Peter Brandt uvedl, že pokles možná ještě neskončil a varoval, že další pokles o 10 % zůstává možný.

Po nedávném poklesu Bitcoin vymazal více než 500 miliard USD ze své tržní kapitalizace za méně než měsíc.

Bitcoin může klesnout dále, protože koordinované prodeje přetrvávají

Cena Bitcoinu klesla během posledních 24 hodin o dalších 7 % na přibližně 70 000 USD, což vyvolalo přibližně 400 milionů USD v likvidacích.

Bitcoin BTC $70 109 24h volatility: 7.6% Market cap: $1.40 T Vol. 24h: $97.29 B slipped below $70,000 on February 5 as analyst PlanB confirmed the crypto market is firmly in a bear phase.

Traders are now searching for a potential bottom. He outlined four possible price scenarios based on past cycles and market structure.

Bitcoin closed January near $78,000, 40% down from its October peak of $126,000. The Relative Strength Index (RSI) closed at 49 and placed Bitcoin in a downtrend zone.

Similar RSI conditions came during previous bear phases in 2014, 2018, and 2022.

IMO there are 4 bitcoin bear market scenarios:1) -80% from ATH $126k => $25k2) down to 200w MA / realized price => $50k-60k3) down to just above previous ATH => $70k4) yesterday's $72.9k was the bottom

I discuss these scenario's in my new video:👉 https://t.co/mXSxJK9LLx

— PlanB (@100trillionUSD) February 4, 2026

 

PlanB described four possible cases for the ongoing downturn. The worst case would follow previous deep crashes, when BTC fell about 80% from its peak.

If it happens, the cryptocurrency could see a drop to $25,000.

A second scenario suggests that BTC could slide toward the 200-week moving average. This results in a possible price drop between $50,000 and $60,000.

A third and milder drop would see Bitcoin holding just above its previous cycle high near $69,000 to $70,000.

The last scenario suggests that the recent low near $72,900 may already be the bottom.

PlanB noted that the last bull phase was weaker compared to prior cycles, which could lead to a shallower drop this time.

He added that the traditional 4-year cycle remains intact, though the timing of peaks and troughs may shift.

Crypto Winter Conditions

The total crypto market cap has fallen about 25% over the past month, while stablecoin dominance has climbed to a 2.5 year high.

This suggests investors are avoiding deploying fresh capital as analysts confirm crypto winter arrival.

Stablecoin dominance has reached a 2.5-year high.

This looks really bad. pic.twitter.com/AbQ8Uc73N3

— Ted (@TedPillows) February 4, 2026

 

Data shows that institutional investors, including Trend Research and the Bhutan government, have sold portions of their crypto holdings.

The Bhutan government is selling $BTC. pic.twitter.com/JNwNU6Twye

— Ted (@TedPillows) February 4, 2026

 

Bitcoin has broken below the 100-week moving average support. In past cycles, similar breaks led to quick drops toward the 200-week level before any sustainable recovery.

Some analysts argue the cycle may be progressing faster than usual. Bitcoin topped earlier than expected in October, and the decline since then has been sharp.

Bear markets have historically lasted around 12 months, but this faster pace raises the chance that a bottom could form between June and August.

next

The post Analyst PlanB Presents 4 Scenarios for the “Bear Market” appeared first on Coinspeaker.

Cardano’s ADA ADA $0.27 24h volatility: 8.7% Market cap: $9.96 B Vol. 24h: $886.17 M has dropped out of the crypto market’s top 10, replaced by Bitcoin Cash BCH $512.2 24h volatility: 2.2% Market cap: $10.25 B Vol. 24h: $574.82 M .

This follows a sharp price decline in prices over the past few weeks as the altcoin is down more than 30% over the past month and 5% in the last 24 hours.

At the time of writing, ADA trades near $0.28, giving it a market value of roughly $10.1 billion, ranked 11th.

Meanwhile, BCH stands at $10.5 billion while Hyperliquid HYPE $33.70 24h volatility: 1.8% Market cap: $8.08 B Vol. 24h: $839.80 M , which briefly acquired 10th position on February 4, is ranked 12th with a valuation of $8.9 billion.

Hoskinson Unveils Major Logan Upgrade

The ranking slide comes alongside a major ecosystem announcement from Cardano founder Charles Hoskinson.

Hoskinson revealed a new release for Logan, an AI-powered bot tied to the Cardano network, branded as “Logan the Exit Liquidity Lobster.”

New release for Logan- the Exit Liquidity Lobster- From Shell With Love: https://t.co/U9SLXg9wiZ

It includes 8 new Cardano integrations: • TapTools – token analytics • Cexplorer – blockchain data • Ada Handle – $handle resolution • CSWAP – DEX swaps • ADA Anvil -… pic.twitter.com/hUC54rV1rN

— Charles Hoskinson (@IOHK_Charles) February 5, 2026

 

The update adds 32 new tools that allow Logan to pull live data from across the Cardano ecosystem.

The goal is to turn Logan from a posting bot into a real-time information hub that can track tokens, activity, and governance without users needing separate platforms.

What the New Tools Actually Do

The new tools connect Logan to several well-known Cardano services. These include TapTools for token prices and market data, Cexplorer for blockchain activity, Ada Handle for wallet name lookups, and CSWAP for decentralized exchange pricing.

Other additions support token minting, index-style products, governance tracking, and even a decentralized VPN network.

In practice, this means Logan can now check prices, estimate swaps, track governance proposals, and monitor network activity all in one place.

All 32 tools passed internal testing, with 127 tests completed successfully. No breaking changes were introduced, and the tools load automatically once enabled.

Developer Push and Open Collaboration

Hoskinson has openly invited developers to contribute to Logan’s next phase. Builders can submit documentation and integrations to have their projects added directly into the bot’s system.

Interestingly, instead of closed updates, the network is pushing community-driven tooling with projects across the ecosystem, including smaller teams that often struggle for visibility.

next

The post Cardano Founder Announces 32 New Tools, ADA Drops Out of Top 1 appeared first on Coinspeaker.