2 cent

The crypto market is indeed undergoing not just a cycle, but a deep structural transformation ('transmutation').

The sharp decline of Bitcoin has led to a collapse of the entire cryptocurrency market. According to Reuters, specialists estimate that over the last four months this market has "dropped" by 2 trillion dollars.
It is noted that over the previous 24 hours the Bitcoin rate decreased by 10.94% and was at the level of $ 60 008.52, which is the lowest value in the last 16 months.
"Overall, since reaching a peak of $ 4.379 trillion in early October, the global cryptocurrency market has lost $ 2 trillion in value, with around $ 800 billion lost in just the last month."

There is no support for bitcoin from exchange-traded funds. The outflow of funds from spot ETFs on BTC has been recorded for the third week in a row. This time, the outflow reached $689.22 million. This is somewhat less than the previous two weeks when the outflow exceeded $1.3 billion in both cases. The most money, $346.76 million, was withdrawn by investors from the BlackRock iShares Bitcoin Trust (IBIT) fund.

Earlier, Roshar stated that Ethereum has no chance of surpassing Bitcoin in market capitalization due to the strong protective mechanisms of the Bitcoin network. According to Roshar, altcoins will not be saved even by the developing sector of asset tokenization.

Pierre Rochard called altcoins a clown show

I don't want to hear a single word about altcoins, cryptocurrencies, the Web3 sector, blockchain, non-fungible tokens (NFTs), initial coin offerings (ICOs), XRP, ETH, and ADA coins, — no matter how much they are fools and clowns,” wrote Rochard on social media in X.

Акции майнинговых компаний рухнули после публикации отчетности

Акции крупных майнинговых компаний резко упали в четверг, 5 февраля, после публикации финансовых показателей за последний квартал 2025 года, не оправдавших ожиданий аналитиков. Падение котировок совпало с продолжающимся уже больше недели обвалом криптовалют.

The difficulty of Bitcoin mining has dropped by 11%

07.02.2026
As a result of another recalculation, the mining difficulty of the first cryptocurrency decreased by 11.16% — to 125.86 TH.

Binance founder Changpeng Zhao (CZ) is not selling off his BNB holdings and remains the largest holder.

Vitalik Buterin is crazily selling Ethereum. Is the end of Ethereum approaching? 📉🔥

Information about Vitalik Buterin selling 80% of his assets or completely getting rid of Ethereum

Buterin periodically sells part of his ETH for personal needs

Sales are not disbelief: Buterin has repeatedly stated that he uses the funds from the sale of ETH to support his life

Sales occur gradually, not through a one-time dump of 80% of assets.

Vitalik Buterin has started to sell off his Ethereum.

According to Arkham, Buterin has about 16.3 thousand ETH at his disposal, including various forms of the token. The portfolio's value at the time of assessment was approximately $38.5 million.

Even. Buterin sells 80% of his eth

Most notably, the entrepreneur sold around 13,220 ETH, worth approximately 33 million dollars, over the last three days, with trades executed at an average price of about 2,497 dollars per ETH, according to on-chain data obtained by Finbold from the blockchain analytics platform Arkham on Thursday, February 5.

At the time of publication, Buterin still owned cryptocurrency assets worth 40.28 million dollars, of which 7 million dollars were in Ethereum. The Russian-Canadian programmer reduced his direct investment in ETH by about 80%.

Gold has started trading like a meme stock

This week, the US stock market experienced serious "rollercoaster" swings: the S&P 500 index fell by 2.6% before recovering some losses on Friday. However, Bitcoin and gold, the modern and traditional "stores of value," showed even sharper fluctuations, dropping approximately 20% and 7% respectively at one point.

Both assets, like stocks, have partially regained their positions. As Yahoo Finance writes, this dynamic underscores the realities that must be reckoned with: stores of value are no longer what they used to be. This is especially true for gold, the millennium-old store of wealth, whose classic role is changing due to volatility. Its current behavior has begun to resemble meme stocks.

In 2026, a crypto winter is expected, predicts the American financial services company Cantor Fitzgerald. In their opinion, the first signs are already evident, and when it arrives, it will be less chaotic, but more institutional and increasingly defined by DeFi, tokenization, and regulatory clarity.

"Unlike past downturns, the current one may not be accompanied by mass liquidations or structural failures. Institutional participants, rather than retail traders, are currently shaping the contours of the market," the company emphasized, as quoted by CoinDesk.

Cantor Fitzgerald also forecasts that the crypto winter of 2026 may lead to a prolonged economic downturn, but this is likely to be a prelude to the crypto industry entering a more stable, institutionally managed phase.

"Markets are likely in the early stages of a crypto winter, repeating the historical four-year cycle of Bitcoin. Bitcoin has passed its peak by about 85 days, and prices may remain under pressure for several months, possibly," according to the analysts' report published at the end of the year.

Altseason is unlikely to repeat

By rally, experts at Tiger mean the onset of altseason (altseason, altcoin season) — a slang term used by crypto traders to describe the market phase when alternative cryptocurrencies start to rise faster than Bitcoin simultaneously. During such periods, capital flows from BTC into riskier coins that show higher returns.

Analysts emphasize that now the capital coming through institutional ETFs remains in Bitcoin and does not flow into other assets. And for the next bull rally to start, a simultaneous emergence of a truly mass, useful product in the unregulated zone and a radical easing of global monetary policy (GMP) will now be required.

In connection with the influence of GMP, Tiger analysts cited the growth of the crypto market in 2020 against the backdrop of monetary infusions into the economy during the COVID pandemic (the so-called DeFi Summer). And the growth of 2024 against the backdrop of the launch of the first Bitcoin ETFs in the USA coincided with expectations of rate cuts. Experts clarified that "regardless of how well the crypto industry performs, it cannot control interest rates and liquidity."

Новая «криптозима» застала рынок врасплох — даже главные оптимисты не поняли причин

Эксперты выдвигают несколько наиболее популярных теорий относительно причин распродажи. Энтони Помплиано (Anthony Pompliano), глава ProCap Financial, указал, что трейдеры переключились на альтернатинвые рынки, связанные с искусственным интеллектом и технологией прогнозов машинного обучения (ML). Ещё одна версия связана с Кевином Уоршем (Kevin Warsh), кандидатом Трампа на пост главы ФРС, которого рынок воспринимает как сторонника жёсткой денежной политики, склонного к укреплению доллара США. Свою роль могла сыграть и пробуксовка Clarity Act («Закон о прозрачности рынка цифровых активов») в Конгрессе, когда разногласия между криптовалютными биржами и традиционными банками затормозили этот процесс.

Key aspects of the strategy:
Logic: When most investors panic and sell, assets become cheaper, allowing for purchases at a favorable price (Buying the Dip).
Fear Index: A tool (for example, in cryptocurrency) that assesses psychological sentiment, helping to determine when the market has reached its 'bottom' due to emotions.$TAO $RENDER

The Fear and Greed Index creates better opportunities for entry, allowing the purchase of assets at a discount before a potential market recovery. $RENDER $TAO

In the last few days, the market has been falling, but it looks good for subsequent entries, as always, the long-term strategy is to simply buy on fear and sell on greed, and when no one else believes anymore, it is often the perfect time to enter these positions and make big money moves.

Thank you for your time, go and win like winners.

"Buy on Fear" is an investment strategy based on purchasing assets during panic, when prices drop due to general market fears, overselling, and a high "fear index." In such moments, assets often sell for less than their real value, providing an opportunity to profit from subsequent growth.
Fear and Greed Index: A tool (for example, in cryptocurrency) that measures investor sentiment from 0 (maximum fear) to 100 (maximum greed).
Action: Values close to 0 signal a potentially profitable entry point, as most are selling in panic.
Essence: The opposite behavior—buying when others are afraid—requires discipline and assessment of fundamental factors, not just emotions.
The "buy on fear" strategy helps avoid buying at peaks (greed) and lock in profits in the long term.