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· Separate personal from market: Vitalik's actions are personal philanthropy and management of his wealth. Sales of companies like Trend Research are a forced closure of positions to avoid bankruptcy. Market decline is an escape from risks due to actions of the US Federal Reserve.
it hit companies hard that were actively purchasing Ethereum at its peak. For example, the paper losses of BitMine are estimated at $6.95 billion, while Hong Kong's Trend Research was forced to urgently sell ETH to avoid liquidation.
· Loss of narrative: The shift from "digital gold" and "Web3" has come with AI. Investors and talented developers are moving to a new, hotter technology, leaving the crypto industry in search of a new identity.
· Capital outflow: Investors are moving to safe assets like gold, and spot ETFs on Ethereum have recorded a net outflow of funds since mid-January.
As you can see, the pressure on the market is immense, and it is not coming from just one person.
· Loss of narrative: The shift from "digital gold" and "Web3" has come with AI. Investors and talented developers are moving to a new, hotter technology, leaving the crypto industry in search of a new identity.
· Capital outflow: Investors are moving to safe assets like gold, and spot ETFs on Ethereum have recorded a net outflow of funds since mid-January.
As you can see, the pressure on the market is immense, and it is not coming from just one person.
❓ Is this a signal for the market?
Most analysts agree that Buterin's sales are not a bearish signal and do not indicate his disbelief in the future of Ethereum. Rather, it is a strategic management of his assets to support important projects for him and the entire ecosystem. His actions are aimed at achieving long-term goals, rather than extracting immediate personal benefit.
Thus, despite the fact that large transfers from public figures often unsettle retail investors, in the case of Vitalik Buterin, this is usually planned work to finance the future of technology, which he openly discusses in advance.
But the course indicates otherwise?
Most analysts agree that Buterin's sales are not a bearish signal and do not indicate his disbelief in the future of Ethereum. Rather, it is a strategic management of his assets to support important projects for him and the entire ecosystem. His actions are aimed at achieving long-term goals, rather than extracting immediate personal benefit.
Thus, despite the fact that large transfers from public figures often unsettle retail investors, in the case of Vitalik Buterin, this is usually planned work to finance the future of technology, which he openly discusses in advance.
But the course indicates otherwise?
In the near future, significant unlocks (unlocks) of tokens are expected, which could cause market volatility. Major unlocks include Hyperliquid (HYPE), Ethena (ENA), and Aptos (APT), with a total amount exceeding $657 million for the week. Unlocks are also scheduled for Plasma (XPL), Cornucopias (COPI), and World Mobile Token (WMTX).
Upcoming token unlocks (February 2026):
ABCD: February 13, 2026 (several large tranches).
Dopamine (DOPE): 15% of market capitalization (15M tokens) — February 15, 2026.
Plasma (XPL): An unlock of 4.15% of the circulating supply is expected.
Aptos (APT): A significant percentage in circulation.
Key factors:
Selling pressure: Unlocking tokens increases liquidity but often leads to selling pressure as early investors take profits.
Upcoming token unlocks (February 2026):
ABCD: February 13, 2026 (several large tranches).
Dopamine (DOPE): 15% of market capitalization (15M tokens) — February 15, 2026.
Plasma (XPL): An unlock of 4.15% of the circulating supply is expected.
Aptos (APT): A significant percentage in circulation.
Key factors:
Selling pressure: Unlocking tokens increases liquidity but often leads to selling pressure as early investors take profits.
The stock market crash is intensifying as tech giants suffer a crushing defeat
Volatility has shaken Wall Street as concerns about the profits of tech companies triggered a collapse in the sector following a cautious profitability forecast.
Volatility has shaken Wall Street as concerns about the profits of tech companies triggered a collapse in the sector following a cautious profitability forecast.
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."
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.
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.
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.
Mining companies' stocks collapsed after the release of financial reports
Stocks of major mining companies sharply fell on Thursday, February 5, after the release of financial results for the last quarter of 2025, which did not meet analysts' expectations. The drop in quotes coincided with a cryptocurrency crash that has been ongoing for more than a week.
Stocks of major mining companies sharply fell on Thursday, February 5, after the release of financial results for the last quarter of 2025, which did not meet analysts' expectations. The drop in quotes coincided with a cryptocurrency crash that has been ongoing for more than a week.
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.
07.02.2026
As a result of another recalculation, the mining difficulty of the first cryptocurrency decreased by 11.16% — to 125.86 TH.
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.
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.
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%.
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.
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.
"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.
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."
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."
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