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๐จ This new crypto winter cycle is different from others
โ๏ธ The cryptocurrency market, previously rocked by internal disasters such as the collapse of exchanges and investment bubbles, followed by the collapse of algorithmic stablecoins, is undergoing a fundamentally different type of correction in 2026.
#cryptowinter
๐ฐ Read more in our article ๐ https://app.binance.com/uni-qr/cart/289755178577042?l=en&r=HJ29ILYW&uc=web_square_share_link&uco=yY0W5fS1mmtCwrbYEVC7UQ&us=copylink
โ๏ธ The cryptocurrency market, previously rocked by internal disasters such as the collapse of exchanges and investment bubbles, followed by the collapse of algorithmic stablecoins, is undergoing a fundamentally different type of correction in 2026.
#cryptowinter
๐ฐ Read more in our article ๐ https://app.binance.com/uni-qr/cart/289755178577042?l=en&r=HJ29ILYW&uc=web_square_share_link&uco=yY0W5fS1mmtCwrbYEVC7UQ&us=copylink
This new crypto winter cycle is different from others
The cryptocurrency market, previously rocked by internal disasters such as the collapse of exchanges and investment bubbles, followed by the collapse of algorithmic stablecoins, is undergoing a fundamentally different type of correction in 2026.
Over the 17 years of its existence, Bitcoin has experienced several large-scale bear markets, resulting not only in price corrections but also in fundamental changes across the entire industry.
The nature of these shocks has evolved along with the market. Unlike earlier crises, today's crises no longer call the technology itself into question, but rather confirm its maturity, integrating Bitcoin ever more deeply into the global financial system.
The fall in the price of Bitcoin since the end of 2025 differs from previous ones in that there is no internal crisis in the crypto market. Experts increasingly cite the monetary policy of the US Federal Reserve and geopolitical tensions in the world as factors influencing the market.
Since 2014, Bitcoin has experienced several major crises. The most dramatic price crashes have usually coincided with specific shocks, ranging from the collapse of major exchanges and market bubbles to systemic failures in the industry and global macroeconomic shocks.
The 2014 crisis: Mt. Gox bankruptcy
In 2014, the crypto industry experienced its first systemic shock with the bankruptcy of Mt.Gox, the largest cryptocurrency exchange at the time. The platform lost 850,000 bitcoins as a result of a hack (more than $59 billion at the exchange rate at the beginning of February 2026). This undermined confidence not so much in blockchain technology as in the immature infrastructure surrounding it.
The price of bitcoin plummeted from around $1,160 to $150, losing more than 85%, and the bearish trend in the market lasted for about 14 months. This crisis forced the market to rethink the creation and development of crypto platforms, replacing amateur services and approaches with the first professional solutions for storage and trading. Exchanges began to implement stricter security procedures. Recovery took years, but it helped build a more solid foundation for future growth.
The first payments to affected exchange customers began only at the end of 2023. According to Arkham, as of February 8, there were 34,500 bitcoins worth nearly $2.5 billion remaining in the group of wallets controlled by Mt. Gox administrators.
The 2018 crisis: The ICO bubble
The bursting of the speculative bubble surrounding initial coin offerings (ICOs โ similar to IPOs, but raising capital through the issuance of tokens) in 2018 became another systemic crisis. In 2017, projects raised millions of dollars through the issuance of tokens, often with nothing but an idea. At its peak in 2017, the price of Bitcoin reached a cycle high of $20,000, after which prices fell for about 12 months, with the cycle low reaching $3,100 and losses reaching 85%.
The main blow fell on altcoins (cryptocurrencies other than Bitcoin), many of which depreciated by up to 99%. Most crypto projects at that time were unable to survive this period.
The result of the cycle was the necessary cleansing of the market of outright fraudsters who attracted millions in investments. The focus in the industry shifted from speculation to the development of working products. It was during the ICO bubble that the next big narrative emerged โ decentralized finance (DeFi), which determined the growth of the next cycle.
Many leaders of the modern DeFi segment were launched at this time. For example, today's largest decentralized exchange, Uniswap, or the largest lending protocol, Aave, formerly known as ETHLend.
The 2022 crisis: The collapse of LUNA and FTX
In 2022, the crypto market experienced two major crises. In the spring of 2022, the market was shaken by the collapse of the algorithmic stablecoin UST and the associated Terra (LUNA) token. And in the fall, one of the largest crypto exchanges at the time, FTX, collapsed.
The collapse of the Terra ecosystem and its algorithmic stablecoin UST in May 2022 triggered a sharp decline in prices across the entire market. Over the course of about three months, the capitalization of the crypto market fell by hundreds of billions of dollars.
The peak price of Bitcoin in this cycle occurred in November 2021, long before the collapse of LUNA, at a level above $69,000. The cycle's low occurred approximately 12 months later, at a level of about $15,500, and was recorded in November 2022, at the time of the collapse of the FTX exchange.
That bear market had catastrophic consequences not only for crypto asset prices, but also for many organizations due to losses on LUNA and UST, with Arrows Capital, Celsius Network, Voyager Digital, and BlockFi going bankrupt. This collapse severely undermined confidence in algorithmic stablecoins and DeFi mechanisms offering unsustainably high returns of around 20% per annum.
The subsequent collapse of FTX led to an additional massive outflow of capital and increased skepticism among retail investors in 2022โ2023. Unlike Mt.Gox, which was hacked from the outside, FTX collapsed due to internal abuses, with management using customer funds for their own needs and risky investments.
This resulted in global requirements for transparency, auditing, and proof of reserves. The crisis also accelerated regulatory pressure around the world, for example, the development of global rules for cryptocurrencies in Europe began, and dozens of lawsuits were filed by US regulators against crypto companies.
The 2026 Crisis: Trump and Macroeconomics
The current correction in 2026 is fundamentally different from previous ones and has not yet been accompanied by a systemic internal crisis. At the beginning of February, the peak of this cycle for Bitcoin was formed at $126,200 in October 2025. Since then, the price has fallen by more than 50%, dropping to $60,000 at one point.
Many experts believe that the current cycle is determined by external macroeconomic factors and marks not a cyclical decline, but a fundamental structural transformation of the entire market. For example, analysts at major market maker Wintermute have repeatedly pointed to institutional liquidity flows as the driving force behind Bitcoin's price movements in their reports.
Capital managers such as Grayscale and Bitwise have taken a similar position. Their position is based on the fact that this cycle has not seen the classic parabolic price growth that usually signals market overheating and precedes a deep correction. It is also noted that Bitcoin's movement is now driven by demand from institutional investors, rather than retail investors as before, and by a growing correlation with macroeconomic events.
#cryptowinter
Over the 17 years of its existence, Bitcoin has experienced several large-scale bear markets, resulting not only in price corrections but also in fundamental changes across the entire industry.
The nature of these shocks has evolved along with the market. Unlike earlier crises, today's crises no longer call the technology itself into question, but rather confirm its maturity, integrating Bitcoin ever more deeply into the global financial system.
The fall in the price of Bitcoin since the end of 2025 differs from previous ones in that there is no internal crisis in the crypto market. Experts increasingly cite the monetary policy of the US Federal Reserve and geopolitical tensions in the world as factors influencing the market.
Since 2014, Bitcoin has experienced several major crises. The most dramatic price crashes have usually coincided with specific shocks, ranging from the collapse of major exchanges and market bubbles to systemic failures in the industry and global macroeconomic shocks.
The 2014 crisis: Mt. Gox bankruptcy
In 2014, the crypto industry experienced its first systemic shock with the bankruptcy of Mt.Gox, the largest cryptocurrency exchange at the time. The platform lost 850,000 bitcoins as a result of a hack (more than $59 billion at the exchange rate at the beginning of February 2026). This undermined confidence not so much in blockchain technology as in the immature infrastructure surrounding it.
The price of bitcoin plummeted from around $1,160 to $150, losing more than 85%, and the bearish trend in the market lasted for about 14 months. This crisis forced the market to rethink the creation and development of crypto platforms, replacing amateur services and approaches with the first professional solutions for storage and trading. Exchanges began to implement stricter security procedures. Recovery took years, but it helped build a more solid foundation for future growth.
The first payments to affected exchange customers began only at the end of 2023. According to Arkham, as of February 8, there were 34,500 bitcoins worth nearly $2.5 billion remaining in the group of wallets controlled by Mt. Gox administrators.
The 2018 crisis: The ICO bubble
The bursting of the speculative bubble surrounding initial coin offerings (ICOs โ similar to IPOs, but raising capital through the issuance of tokens) in 2018 became another systemic crisis. In 2017, projects raised millions of dollars through the issuance of tokens, often with nothing but an idea. At its peak in 2017, the price of Bitcoin reached a cycle high of $20,000, after which prices fell for about 12 months, with the cycle low reaching $3,100 and losses reaching 85%.
The main blow fell on altcoins (cryptocurrencies other than Bitcoin), many of which depreciated by up to 99%. Most crypto projects at that time were unable to survive this period.
The result of the cycle was the necessary cleansing of the market of outright fraudsters who attracted millions in investments. The focus in the industry shifted from speculation to the development of working products. It was during the ICO bubble that the next big narrative emerged โ decentralized finance (DeFi), which determined the growth of the next cycle.
Many leaders of the modern DeFi segment were launched at this time. For example, today's largest decentralized exchange, Uniswap, or the largest lending protocol, Aave, formerly known as ETHLend.
The 2022 crisis: The collapse of LUNA and FTX
In 2022, the crypto market experienced two major crises. In the spring of 2022, the market was shaken by the collapse of the algorithmic stablecoin UST and the associated Terra (LUNA) token. And in the fall, one of the largest crypto exchanges at the time, FTX, collapsed.
The collapse of the Terra ecosystem and its algorithmic stablecoin UST in May 2022 triggered a sharp decline in prices across the entire market. Over the course of about three months, the capitalization of the crypto market fell by hundreds of billions of dollars.
The peak price of Bitcoin in this cycle occurred in November 2021, long before the collapse of LUNA, at a level above $69,000. The cycle's low occurred approximately 12 months later, at a level of about $15,500, and was recorded in November 2022, at the time of the collapse of the FTX exchange.
That bear market had catastrophic consequences not only for crypto asset prices, but also for many organizations due to losses on LUNA and UST, with Arrows Capital, Celsius Network, Voyager Digital, and BlockFi going bankrupt. This collapse severely undermined confidence in algorithmic stablecoins and DeFi mechanisms offering unsustainably high returns of around 20% per annum.
The subsequent collapse of FTX led to an additional massive outflow of capital and increased skepticism among retail investors in 2022โ2023. Unlike Mt.Gox, which was hacked from the outside, FTX collapsed due to internal abuses, with management using customer funds for their own needs and risky investments.
This resulted in global requirements for transparency, auditing, and proof of reserves. The crisis also accelerated regulatory pressure around the world, for example, the development of global rules for cryptocurrencies in Europe began, and dozens of lawsuits were filed by US regulators against crypto companies.
The 2026 Crisis: Trump and Macroeconomics
The current correction in 2026 is fundamentally different from previous ones and has not yet been accompanied by a systemic internal crisis. At the beginning of February, the peak of this cycle for Bitcoin was formed at $126,200 in October 2025. Since then, the price has fallen by more than 50%, dropping to $60,000 at one point.
Many experts believe that the current cycle is determined by external macroeconomic factors and marks not a cyclical decline, but a fundamental structural transformation of the entire market. For example, analysts at major market maker Wintermute have repeatedly pointed to institutional liquidity flows as the driving force behind Bitcoin's price movements in their reports.
Capital managers such as Grayscale and Bitwise have taken a similar position. Their position is based on the fact that this cycle has not seen the classic parabolic price growth that usually signals market overheating and precedes a deep correction. It is also noted that Bitcoin's movement is now driven by demand from institutional investors, rather than retail investors as before, and by a growing correlation with macroeconomic events.
#cryptowinter
Crypto news for today (February 9, 2026) โ ๏ธ๐
Bitcoin bounced back to ~$70,700โ71,000 (+2โ2.5% in 24 hours) after a sharp correction and a drop below $69k (and according to some reports even closer to $60k at the lows). This looks like a countertrend rally โ a bounce after strong capitulation, short-covering, and the washing out of weak hands in derivatives.
BTC is now ~$70,700โ71,200 (day opening ~$70,300, high ~$71,300, low ~$70,000+)
Volumes remain high, but fresh capital is not yet entering en masse โ the bounce may quickly run out of steam.
ETH, SOL, XRP also bounced back (some +10โ25% from local lows), but altcoins are still in the risk zone.
Analysts (Matrixport and others) warn: technically there is room for another rise, but without the influx of new money, this is just a temporary bounce. Many expect a breakdown โ possibly testing $60โ65k or even deeper, if the patterns of past cycles repeat (Relative Unrealized Loss at the peak, many holders in the red).
The market is in a phase of high uncertainty โ the crypto winter hasnโt gone anywhere, and the 'bullish' narrative is in question. Is this a bounce or a trap before a new dump? ๐ฅ
What do you think โ should we hold or prepare for a retest of the lows? Share in the comments! ๐
#bitcoin #BTC #CryptoNews #Binance #CryptoWinter
$BTC
Bitcoin bounced back to ~$70,700โ71,000 (+2โ2.5% in 24 hours) after a sharp correction and a drop below $69k (and according to some reports even closer to $60k at the lows). This looks like a countertrend rally โ a bounce after strong capitulation, short-covering, and the washing out of weak hands in derivatives.
BTC is now ~$70,700โ71,200 (day opening ~$70,300, high ~$71,300, low ~$70,000+)
Volumes remain high, but fresh capital is not yet entering en masse โ the bounce may quickly run out of steam.
ETH, SOL, XRP also bounced back (some +10โ25% from local lows), but altcoins are still in the risk zone.
Analysts (Matrixport and others) warn: technically there is room for another rise, but without the influx of new money, this is just a temporary bounce. Many expect a breakdown โ possibly testing $60โ65k or even deeper, if the patterns of past cycles repeat (Relative Unrealized Loss at the peak, many holders in the red).
The market is in a phase of high uncertainty โ the crypto winter hasnโt gone anywhere, and the 'bullish' narrative is in question. Is this a bounce or a trap before a new dump? ๐ฅ
What do you think โ should we hold or prepare for a retest of the lows? Share in the comments! ๐
#bitcoin #BTC #CryptoNews #Binance #CryptoWinter
$BTC
Market Crashes, Faith Deposits Rise
Why Crypto OGs Keep Building When Prices Collapse
On February 6, Bitcoin briefly touched $60,000, plunging more than 15% in a single dayโthe sharpest fall since the FTX collapse. The Crypto Fear & Greed Index crashed to 9, officially entering extreme fear, a level last seen during the depths of the 2022 bear market.
For most participants, this kind of move signals panic, exit, and disbelief.
For crypto veterans, it signals something else entirely: clarity.
Across Bitcoin, Solana, infrastructure, and long-term capital allocators, a familiar pattern is emerging. While price collapses dominate headlines, builders are quietly making what can only be described as โfaith deposits.โ
Not blind optimismโbut conviction forged through multiple cycles.
Michael Saylor: Price Is Temporary, Conviction Is Compounding
โIf you want to give me a birthday gift, buy yourself some Bitcoin.โ
Saylorโs message is deceptively simple. He isnโt talking about timing bottoms or catching rebounds. Heโs reinforcing a first-principles belief: Bitcoin is a long-duration monetary asset, not a trade.
In moments of extreme fear, Saylor reframes volatility as a transfer of conviction. Coins donโt disappear during crashesโthey change hands. And historically, they move from weak hands to those with longer time horizons.
The subtext is clear:
If your thesis breaks because of price, you never had a thesisโonly a position.
Base Founder: Thirteen Years In, Still Building
โ13 years have passed, and Iโm not going anywhere. There is still a lot to build.โ
This is not a market statement. Itโs a builderโs statement.
Infrastructure builders operate on timelines measured in decades, not quarters. The Base founderโs message underscores a reality many traders forget: crypto does not reset every cycleโits foundations compound.
Bear markets donโt kill ecosystems.
They filter them.
The builders who remain arenโt chasing narratives; theyโre laying rails that markets will eventually rediscover.
Lily Liu (Solana Foundation): Blockchain Was Always About Finance
Lily Liu offers one of the most intellectually honest critiques of cryptoโs recent past:
Blockchainโs core purpose is financialization.
Liquidity uniformity matters more than almost anything else.
Her rejection of the โread-write-ownโ and shallow Web3 narratives cuts to the heart of why so many projects failed: they tried to manufacture value through storytelling instead of markets.
Putting something on-chain does not create value.
Creating liquid, accessible, global financial markets does.
Her framing reframes Solanaโs strategy not as hype-driven performance chasing, but as financial infrastructure optimizationโwhere liquidity coherence is the real moat.
This is less romantic than Web3 slogans, but far more durable.
Balaji: From Rules-Based Order to Code-Based Order
โIโve never been more bullish on cryptocurrency than I am now.โ
Balajiโs thesis zooms out beyond price charts and into geopolitics.
His argument is stark:
The international rules-based system is erodingLegal certainty is fragmentingTrust in institutions is declining
In that vacuum, code becomes coordination.
Short-term price action is irrelevant when the long-term trend is the migration of money, identity, governance, and companies onto networks. Not because itโs fashionableโbut because they work globally when institutions donโt.
This isnโt crypto maximalism.
Itโs systems analysis.
Helius Founder: Let the Noise Leave
โLet the tourists bleed, then leave.โ
Harsh? Yes.
Accurate? Also yes.
Every cycle brings opportunists who confuse volatility with innovation. When markets collapse, they exitโtaking noise with them.
What remains is signal.
Lower prices reduce distractions, reset incentives, and force builders to ship products people actually need. Historically, the best crypto infrastructure has been built during periods of maximum pessimism.
This isnโt cruelty.
Itโs natural selection.
Linda Xie: The Quiet Strength of Surviving a 90% Drawdown
Linda Xieโs reflection is the emotional core of this moment.
A 75% drawdown. Angry investors. Personal capital at risk. Years of uncertainty.
And yetโdiscipline won.
Her lesson isnโt โHODL blindly.โ
Itโs hold what you understand deeply.
Conviction without fundamentals is delusion.
Fundamentals without patience are useless.
Her experience exposes the invisible cost of building through bear marketsโand why those who survive them often outperform dramatically later.
Shenyu: 1 BTC = 1 BTC
Four words. Zero decoration.
In extreme fear, unit bias disappears. What remains is invariance.
This statement rejects fiat framing entirely. It reminds us that volatility exists because we measure crypto in unstable units, while expecting stability.
Sometimes, wisdom doesnโt expandโit compresses.
The Pattern Beneath the Panic
Across all these voices, a shared truth emerges:
โข Price is noisy
โข Liquidity is cyclical
โข Infrastructure is permanent
โข Conviction compounds slower than hypeโbut lasts longer
Market crashes donโt invalidate crypto.
They stress-test belief.
Winter doesnโt kill ecosystemsโit reveals which ones were alive to begin with.
And for those still depositing faith while others withdraw hope, history suggests one thing:
Theyโre not early.
Theyโre consistent.
#CryptoWinter #Conviction #bitcoin #CryptoEducation #ArifAlpha
On February 6, Bitcoin briefly touched $60,000, plunging more than 15% in a single dayโthe sharpest fall since the FTX collapse. The Crypto Fear & Greed Index crashed to 9, officially entering extreme fear, a level last seen during the depths of the 2022 bear market.
For most participants, this kind of move signals panic, exit, and disbelief.
For crypto veterans, it signals something else entirely: clarity.
Across Bitcoin, Solana, infrastructure, and long-term capital allocators, a familiar pattern is emerging. While price collapses dominate headlines, builders are quietly making what can only be described as โfaith deposits.โ
Not blind optimismโbut conviction forged through multiple cycles.
Michael Saylor: Price Is Temporary, Conviction Is Compounding
โIf you want to give me a birthday gift, buy yourself some Bitcoin.โ
Saylorโs message is deceptively simple. He isnโt talking about timing bottoms or catching rebounds. Heโs reinforcing a first-principles belief: Bitcoin is a long-duration monetary asset, not a trade.
In moments of extreme fear, Saylor reframes volatility as a transfer of conviction. Coins donโt disappear during crashesโthey change hands. And historically, they move from weak hands to those with longer time horizons.
The subtext is clear:
If your thesis breaks because of price, you never had a thesisโonly a position.
Base Founder: Thirteen Years In, Still Building
โ13 years have passed, and Iโm not going anywhere. There is still a lot to build.โ
This is not a market statement. Itโs a builderโs statement.
Infrastructure builders operate on timelines measured in decades, not quarters. The Base founderโs message underscores a reality many traders forget: crypto does not reset every cycleโits foundations compound.
Bear markets donโt kill ecosystems.
They filter them.
The builders who remain arenโt chasing narratives; theyโre laying rails that markets will eventually rediscover.
Lily Liu (Solana Foundation): Blockchain Was Always About Finance
Lily Liu offers one of the most intellectually honest critiques of cryptoโs recent past:
Blockchainโs core purpose is financialization.
Liquidity uniformity matters more than almost anything else.
Her rejection of the โread-write-ownโ and shallow Web3 narratives cuts to the heart of why so many projects failed: they tried to manufacture value through storytelling instead of markets.
Putting something on-chain does not create value.
Creating liquid, accessible, global financial markets does.
Her framing reframes Solanaโs strategy not as hype-driven performance chasing, but as financial infrastructure optimizationโwhere liquidity coherence is the real moat.
This is less romantic than Web3 slogans, but far more durable.
Balaji: From Rules-Based Order to Code-Based Order
โIโve never been more bullish on cryptocurrency than I am now.โ
Balajiโs thesis zooms out beyond price charts and into geopolitics.
His argument is stark:
The international rules-based system is erodingLegal certainty is fragmentingTrust in institutions is declining
In that vacuum, code becomes coordination.
Short-term price action is irrelevant when the long-term trend is the migration of money, identity, governance, and companies onto networks. Not because itโs fashionableโbut because they work globally when institutions donโt.
This isnโt crypto maximalism.
Itโs systems analysis.
Helius Founder: Let the Noise Leave
โLet the tourists bleed, then leave.โ
Harsh? Yes.
Accurate? Also yes.
Every cycle brings opportunists who confuse volatility with innovation. When markets collapse, they exitโtaking noise with them.
What remains is signal.
Lower prices reduce distractions, reset incentives, and force builders to ship products people actually need. Historically, the best crypto infrastructure has been built during periods of maximum pessimism.
This isnโt cruelty.
Itโs natural selection.
Linda Xie: The Quiet Strength of Surviving a 90% Drawdown
Linda Xieโs reflection is the emotional core of this moment.
A 75% drawdown. Angry investors. Personal capital at risk. Years of uncertainty.
And yetโdiscipline won.
Her lesson isnโt โHODL blindly.โ
Itโs hold what you understand deeply.
Conviction without fundamentals is delusion.
Fundamentals without patience are useless.
Her experience exposes the invisible cost of building through bear marketsโand why those who survive them often outperform dramatically later.
Shenyu: 1 BTC = 1 BTC
Four words. Zero decoration.
In extreme fear, unit bias disappears. What remains is invariance.
This statement rejects fiat framing entirely. It reminds us that volatility exists because we measure crypto in unstable units, while expecting stability.
Sometimes, wisdom doesnโt expandโit compresses.
The Pattern Beneath the Panic
Across all these voices, a shared truth emerges:
โข Price is noisy
โข Liquidity is cyclical
โข Infrastructure is permanent
โข Conviction compounds slower than hypeโbut lasts longer
Market crashes donโt invalidate crypto.
They stress-test belief.
Winter doesnโt kill ecosystemsโit reveals which ones were alive to begin with.
And for those still depositing faith while others withdraw hope, history suggests one thing:
Theyโre not early.
Theyโre consistent.
#CryptoWinter #Conviction #bitcoin #CryptoEducation #ArifAlpha
The crypto market is currently in a tough phase, but I still believe that #Bitcoin and #Ethereum are the strongest assets in the long term. During a bull run, everyone thinks profit is easy, but real wealth is built in a bear market. Selling now to go into fiat is useless for me because inflation eats away at money. Therefore, my plan is simple: do not panic sell, rotate from weak coins into #BTC and #ETH, and accumulate through #DCA on dips. Those who hold in winter are the ones who win in the next cycle. #HODL #CryptoWinter #Binance #Altcoins #BuyTheDip
โ๏ธ MARKET INSIGHT:
$ZORA
Crypto markets have faced a prolonged$BEAMX downturn since 2025, with sustained pressure across Bitcoin, Ethereum, and major altcoins.
$BTC
However, analysts now suggest the current โcrypto winterโ may be approaching its final phase as liquidity and market participation gradually return.
Investors are watching closely for confirmation signals that could mark the beginning of the next broader recovery cycle.
#CryptoMarket #Bitcoin #Ethereum #CryptoWinter #MarketOutlook
$ZORA
Crypto markets have faced a prolonged$BEAMX downturn since 2025, with sustained pressure across Bitcoin, Ethereum, and major altcoins.
$BTC
However, analysts now suggest the current โcrypto winterโ may be approaching its final phase as liquidity and market participation gradually return.
Investors are watching closely for confirmation signals that could mark the beginning of the next broader recovery cycle.
#CryptoMarket #Bitcoin #Ethereum #CryptoWinter #MarketOutlook
CRYPTO WINTER DEEP DIVE: NO ONE KNOWS WHY OR WHEN IT ENDS
โ ๏ธ Market in serious pain. $BTC down 22% monthly, clinging near $70k. $ETH struggling below $2k, down 33% monthly. Total cap barely holding 2024 lows.
โข Experts are baffled: Unlike past bear markets (ICO bubble, Terra/Lune), this drop feels random.
โข Novogratz: "If you ask five experts, you get five explanations."
โข Shift in sentiment: AI and other sectors are pulling speculative money away from crypto.
โข Predictions are chaos: Some see $BTC staying low (no $60k again), others see a return to cycle patterns.
This is a brutal, directionless bear market. Prepare for the long haul or brace for a surprise bounce.
#CryptoWinter #BTC #BearMarket #AltSeason #CryptoNews ๐ฅถ
โ ๏ธ Market in serious pain. $BTC down 22% monthly, clinging near $70k. $ETH struggling below $2k, down 33% monthly. Total cap barely holding 2024 lows.
โข Experts are baffled: Unlike past bear markets (ICO bubble, Terra/Lune), this drop feels random.
โข Novogratz: "If you ask five experts, you get five explanations."
โข Shift in sentiment: AI and other sectors are pulling speculative money away from crypto.
โข Predictions are chaos: Some see $BTC staying low (no $60k again), others see a return to cycle patterns.
This is a brutal, directionless bear market. Prepare for the long haul or brace for a surprise bounce.
#CryptoWinter #BTC #BearMarket #AltSeason #CryptoNews ๐ฅถ
๐จ CRYPTO WINTER: NO ONE KNOWS WHY OR WHEN IT ENDS ๐จ
$BTC is trading near $70k down 22% monthly. $ETH failed to hold $2k, down 33% monthly. The market is stuck in a deep negative trend.
โข Experts are completely split on the catalyst.
โข Unlike past bear markets (ICO bubble, Terra LUNA), this one feels random.
โข Sentiment shift is key: AI and other sectors are stealing speculative focus.
Michael Novogratz: "If you ask five experts, you will get five explanations." Some predict $BTC will never see six figures again. Others say cycles always repeat. Prepare for pain.
#CryptoWinter #BTC #MarketAnalysis #BearMarket ๐ฅ
$BTC is trading near $70k down 22% monthly. $ETH failed to hold $2k, down 33% monthly. The market is stuck in a deep negative trend.
โข Experts are completely split on the catalyst.
โข Unlike past bear markets (ICO bubble, Terra LUNA), this one feels random.
โข Sentiment shift is key: AI and other sectors are stealing speculative focus.
Michael Novogratz: "If you ask five experts, you will get five explanations." Some predict $BTC will never see six figures again. Others say cycles always repeat. Prepare for pain.
#CryptoWinter #BTC #MarketAnalysis #BearMarket ๐ฅ
NO ONE KNOWS $BTC WILL RECOVER OR CONTINUE TO FALL?
$BTC is trading at 70000.
$ETH is trading at 2000.
THE ELECTRONIC WINTER HAS BEGUN. THERE IS NO CLEAR REASON. PRICES ARE PLUMMETING. THE TOTAL MARKET CAPITALIZATION IS BACK TO THE LEVELS OF THE END OF 2024. EXPERTS ARE UNEASY. SOME SAY WE WILL NEVER SEE 6 DIGITS AGAIN. OTHERS SAY THIS WINTER WILL LAST LONGER. EXPERTS CANNOT PROVIDE AN EXPLANATION. INVESTOR SENTIMENT IS CHANGING. OTHER INVESTMENT OPPORTUNITIES ARE MORE ATTRACTIVE. FEAR IS DOMINATING THE MARKET. BE PREPARED FOR ANY SCENARIO. THE MARKET DOES NOT EXIST FOREVER.
DISCLAIMER: THIS IS NOT INVESTMENT ADVICE.
#CryptoWinter #Bitcoin #Ethereum #MarketCrash ๐ฅถ
$BTC is trading at 70000.
$ETH is trading at 2000.
THE ELECTRONIC WINTER HAS BEGUN. THERE IS NO CLEAR REASON. PRICES ARE PLUMMETING. THE TOTAL MARKET CAPITALIZATION IS BACK TO THE LEVELS OF THE END OF 2024. EXPERTS ARE UNEASY. SOME SAY WE WILL NEVER SEE 6 DIGITS AGAIN. OTHERS SAY THIS WINTER WILL LAST LONGER. EXPERTS CANNOT PROVIDE AN EXPLANATION. INVESTOR SENTIMENT IS CHANGING. OTHER INVESTMENT OPPORTUNITIES ARE MORE ATTRACTIVE. FEAR IS DOMINATING THE MARKET. BE PREPARED FOR ANY SCENARIO. THE MARKET DOES NOT EXIST FOREVER.
DISCLAIMER: THIS IS NOT INVESTMENT ADVICE.
#CryptoWinter #Bitcoin #Ethereum #MarketCrash ๐ฅถ
**๐จ WHY BTC CRASHED NON-STOP FROM $126K ATH TO $60K BLOODBATH: The Hidden Truth Most Ignore! ๐ฉธ๐**
**The Core Reason: Derivatives & Synthetic Supply Explosion**
Bitcoin's 21M cap is sacred, but **price discovery has shifted massively to synthetic markets** (not spot/on-chain). Trading now happens via:
- Perpetual futures & swaps
- Options
- ETFs
- Prime broker lending
- Wrapped BTC & structured products
**Additional Layers Piling On the Pain**
- **Global Risk-Off Sell-Off**: Not crypto-onlyโstocks, tech, even gold/silver volatile. Crypto (highest risk asset) gets hit hardest when capital flees.
- **Macro Uncertainty & Geopolitics**: U.S.-Iran tensions, supply chain fears โ defensive mode. No safe haven narrative holding.
- **Fed Liquidity Shifts**: Dovish bets fadedโtighter policy fears (even if rates cut later) reprice risk assets lower.
- **Weak Economic Data**: Job slowdowns, housing/credit stress โ recession whispers. Crypto derisks outsized.
- **Structured, Not Panic**: Consecutive red candles, controlled drops, no retail capitulation frenzy. Looks like institutions unwinding positions methodicallyโdip buyers wait for stability.
This crash reminds us: BTC is still king, but in a derivatives-dominated world, scarcity gets "delayed." Real holders win long-termโwhales accumulate quietly on these dips.
Your move, lions?
- Buying this bloodbath?
- Waiting for $58K-60K support (200-WMA zone)?
- Or calling bottom already? Drop your theory below! ๐ Tag a friend still holding from $126K ๐
**Market red means green for buyers. ๐ข Catch the reversal before it lifts off. Invest Now, Big Opportunity. ๐ DYOR**
**NEED LATEST MARKET UPDATES on BINANCE SQUARE โ FOLLOW Lions_Lionish NOW ๐ฅ๐ฐ๐ต**
#Lionish #BitcoinCrash #BTCDump #CryptoWinter #Derivatives $BTC $ETH $MUBARAK
**The Core Reason: Derivatives & Synthetic Supply Explosion**
Bitcoin's 21M cap is sacred, but **price discovery has shifted massively to synthetic markets** (not spot/on-chain). Trading now happens via:
- Perpetual futures & swaps
- Options
- ETFs
- Prime broker lending
- Wrapped BTC & structured products
**Additional Layers Piling On the Pain**
- **Global Risk-Off Sell-Off**: Not crypto-onlyโstocks, tech, even gold/silver volatile. Crypto (highest risk asset) gets hit hardest when capital flees.
- **Macro Uncertainty & Geopolitics**: U.S.-Iran tensions, supply chain fears โ defensive mode. No safe haven narrative holding.
- **Fed Liquidity Shifts**: Dovish bets fadedโtighter policy fears (even if rates cut later) reprice risk assets lower.
- **Weak Economic Data**: Job slowdowns, housing/credit stress โ recession whispers. Crypto derisks outsized.
- **Structured, Not Panic**: Consecutive red candles, controlled drops, no retail capitulation frenzy. Looks like institutions unwinding positions methodicallyโdip buyers wait for stability.
This crash reminds us: BTC is still king, but in a derivatives-dominated world, scarcity gets "delayed." Real holders win long-termโwhales accumulate quietly on these dips.
Your move, lions?
- Buying this bloodbath?
- Waiting for $58K-60K support (200-WMA zone)?
- Or calling bottom already? Drop your theory below! ๐ Tag a friend still holding from $126K ๐
**Market red means green for buyers. ๐ข Catch the reversal before it lifts off. Invest Now, Big Opportunity. ๐ DYOR**
**NEED LATEST MARKET UPDATES on BINANCE SQUARE โ FOLLOW Lions_Lionish NOW ๐ฅ๐ฐ๐ต**
#Lionish #BitcoinCrash #BTCDump #CryptoWinter #Derivatives $BTC $ETH $MUBARAK
1๏ธโฃ BTC โ currently in a down phase, market pressure still heavy.
2๏ธโฃ Solana โ showing winter season behavior like the broader trend.
3๏ธโฃ Altcoins โ mostly in full winter mode right now.
Market looks cold at the moment, but heat could return toward the end of this calendar year. Stay patient and manage risk.
#BTC #SOL #Altcoins #CryptoWinter
$BTC $SOL $ALT
2๏ธโฃ Solana โ showing winter season behavior like the broader trend.
3๏ธโฃ Altcoins โ mostly in full winter mode right now.
Market looks cold at the moment, but heat could return toward the end of this calendar year. Stay patient and manage risk.
#BTC #SOL #Altcoins #CryptoWinter
$BTC $SOL $ALT
โโ ๏ธ CRITICAL MARKET ALERT โ ๏ธ
โ$BTC has broken key support levels and sentiment is hitting extreme fear. Is this the start of a long Crypto Winter, or the ultimate Bear Trap before $100k? โ๏ธ๐
โI'm buying the fear, but what is your move?
โ๐ VOTE & Comment your "Bottom Price" prediction below! ๐
โ#Bitcoin #CryptoWinter #MarketUpdate $ETH $SOL
โ$BTC has broken key support levels and sentiment is hitting extreme fear. Is this the start of a long Crypto Winter, or the ultimate Bear Trap before $100k? โ๏ธ๐
โI'm buying the fear, but what is your move?
โ๐ VOTE & Comment your "Bottom Price" prediction below! ๐
โ#Bitcoin #CryptoWinter #MarketUpdate $ETH $SOL
โ Bear Market Confirmed (Sell)
60%
It's a Trap! (Buying More)
30%
Waiting for $60k Support
10%
50 votes โข Voting closed
๐ฅ Whatโs Really Behind Bitcoinโs 50% Collapse
$BTC just dropped below $63K, wiping out 50% of its value since October highs of $127K. ๐ฑ
Political backing? Doesnโt matter. Not even Trump can stop this market momentum.
๐ The Real Culprit: Institutional Exodus
Big investors are pulling cash out.
January: $3B left
NovโDec: $9B left combined
Deutsche Bank confirms it: retail excitement is fading, Bitcoin funds arenโt buying like before. Whales arenโt supporting the market โ some are even selling. ๐๐ธ
๐ The Cycle of Volume & Liquidity
Adam Morgan McCarthy (Kaiko) explains:
Volume is disappearing โ liquidity dries up
Every sell now hits harder โ prices drop faster
Less excitement โ less trading โ deeper drops
This is crypto winter territory. โ๏ธ
๐ Not Just Bitcoin
$ETH down 19% in one week โ $1,854
Traditional markets are shaky
Gold and silver are volatile:
Gold: $5,595 โ $4,872
Silver: $122 โ $77
Risk sentiment is weak, investors are nervous, and safe havens are swinging wildly. โ๏ธ
๐ก Takeaway:
Politics, tweets, or headlines donโt fix structural market issues.
When institutions pull, confidence fades โ fundamentals matter more than messaging.
Crypto winters are longโฆ patience is key. โณ
#JPMorganSaysBTCOverGold #MarketCorrectiony #CryptoWinter #BTC #ETH
$BTC just dropped below $63K, wiping out 50% of its value since October highs of $127K. ๐ฑ
Political backing? Doesnโt matter. Not even Trump can stop this market momentum.
๐ The Real Culprit: Institutional Exodus
Big investors are pulling cash out.
January: $3B left
NovโDec: $9B left combined
Deutsche Bank confirms it: retail excitement is fading, Bitcoin funds arenโt buying like before. Whales arenโt supporting the market โ some are even selling. ๐๐ธ
๐ The Cycle of Volume & Liquidity
Adam Morgan McCarthy (Kaiko) explains:
Volume is disappearing โ liquidity dries up
Every sell now hits harder โ prices drop faster
Less excitement โ less trading โ deeper drops
This is crypto winter territory. โ๏ธ
๐ Not Just Bitcoin
$ETH down 19% in one week โ $1,854
Traditional markets are shaky
Gold and silver are volatile:
Gold: $5,595 โ $4,872
Silver: $122 โ $77
Risk sentiment is weak, investors are nervous, and safe havens are swinging wildly. โ๏ธ
๐ก Takeaway:
Politics, tweets, or headlines donโt fix structural market issues.
When institutions pull, confidence fades โ fundamentals matter more than messaging.
Crypto winters are longโฆ patience is key. โณ
#JPMorganSaysBTCOverGold #MarketCorrectiony #CryptoWinter #BTC #ETH
๐ The Hard Truth About This $BTC Downtrend
Bitcoin isn't "dipping"โit's in a confirmed downtrend.
From ~$99,800 to ~$67,300. That's a ~33% drop.
This is what a bear market looks like:
- 7 Days: -19.35%
- 30 Days: -26.85%
- 90 Days: -34.36%
The chart shows lower highs and lower lows. Until that pattern breaks, the trend is down.
Key Level to Watch: $60,000
This is the last major support. A daily close below could trigger the next leg down.
What should you do?
1. If you're holding: This is a test of conviction. Panic-selling at lows is how losses are locked in.
2. If you want to buy: Wait for a confirmed reversal, not just a bounce. Let the market prove it has found a bottom.
3. If you're leveraged: Extreme danger. Downtrends liquidate over-leveraged longs.
Remember: Markets move in cycles. This won't last forever, but respecting the trend is how you survive to trade another day.
Is this a buying opportunity or a time to step back?
#Bitcoin #BearMarket #CryptoWinter #SupportLevel #BinanceSquare
Bitcoin isn't "dipping"โit's in a confirmed downtrend.
From ~$99,800 to ~$67,300. That's a ~33% drop.
This is what a bear market looks like:
- 7 Days: -19.35%
- 30 Days: -26.85%
- 90 Days: -34.36%
The chart shows lower highs and lower lows. Until that pattern breaks, the trend is down.
Key Level to Watch: $60,000
This is the last major support. A daily close below could trigger the next leg down.
What should you do?
1. If you're holding: This is a test of conviction. Panic-selling at lows is how losses are locked in.
2. If you want to buy: Wait for a confirmed reversal, not just a bounce. Let the market prove it has found a bottom.
3. If you're leveraged: Extreme danger. Downtrends liquidate over-leveraged longs.
Remember: Markets move in cycles. This won't last forever, but respecting the trend is how you survive to trade another day.
Is this a buying opportunity or a time to step back?
#Bitcoin #BearMarket #CryptoWinter #SupportLevel #BinanceSquare
Quick analysis of the situation in โงโซ#cryptoโฌโฉ 2026:
The market is below 65,000, sentiment is pessimistic, and the decline is still ongoing.
The most dangerous: the elite (Multicoin, ETHZilla, and others) have started to flee to AI and tokenize real estate.
The reason? Long recession + bigger and faster opportunities in artificial intelligence.
The result:
- Potential drain of talent in the industry
- The remaining ones are asking: If the field is done, where do we go? All our savings are here
Those who say to endure and be patient.. and those who despair and sell.
The question: Where do you stand? Resilience or exit?
โงโซ#ูุฑูุจุชู โฌโฉ โงโซ โฆโช#ai โฆโช#CryptoWinter โงโซ#ุงูุจุชูููู โฌโฉ โฆโช#BTC โฌโฉ
The market is below 65,000, sentiment is pessimistic, and the decline is still ongoing.
The most dangerous: the elite (Multicoin, ETHZilla, and others) have started to flee to AI and tokenize real estate.
The reason? Long recession + bigger and faster opportunities in artificial intelligence.
The result:
- Potential drain of talent in the industry
- The remaining ones are asking: If the field is done, where do we go? All our savings are here
Those who say to endure and be patient.. and those who despair and sell.
The question: Where do you stand? Resilience or exit?
โงโซ#ูุฑูุจุชู โฌโฉ โงโซ โฆโช#ai โฆโช#CryptoWinter โงโซ#ุงูุจุชูููู โฌโฉ โฆโช#BTC โฌโฉ
Crypto winter has arrived, so what do cryptocurrencies need now to grow
The classic โcrypto winter,โ previously triggered by internal shocks such as the collapse of FTX, has given way to a structural market split under pressure from external macro factors and regulation.
The current state of the crypto market shows that the industry is undergoing not just another cyclical downturn, but a fundamental structural transformation. As noted by Tiger Research analysts, while previous crises originated within the ecosystem itself, whether it was the Mt. Gox hack in 2014, the collapse of the ICO bubble in 2018, or the bankruptcy of FTX and the collapse of Terra (LUNA) in 2022, today the situation is different.
Experts believe that the current correction is caused by external macroeconomic factors, including the US Federal Reserve's monetary policy and geopolitical tensions around the world. Tiger's conclusion is that the current decline is not a โcrypto winterโ in the classic sense, but rather a new normal, where traditional patterns of market growth or decline have ceased to work.
The crypto market peaked in early October, when Bitcoin reached a record high of $126,200 and the total capitalization of cryptocurrencies reached $4.28 trillion. But shortly thereafter, the crypto market saw its largest liquidation of trading positions ever - nearly $20 billion in a single day. On October 11, cryptocurrency prices began to fall after US President Donald Trump announced a possible increase in tariffs on Chinese products imported into the US.
By February 5, the price of Bitcoin had plummeted to $70,000, and the market capitalization to $2.4 trillion. The dynamics of the decline in cryptocurrencies differed from the prices of precious metals, which reached record highs in early 2026. The indices of the largest US companies showed dynamics similar to those of precious metals.
Analysts understand the classic โcrypto winterโ model to mean the onset of an internal shock event (the Mt. Gox hack, the ICO bubble, the collapse of Terra and FTX), which instantly destroyed confidence in the industry and caused market participants to doubt the fundamental value of the technology. This crisis inevitably led to a mass exodus of investors, developers, and entrepreneurs to other areas, which exacerbated the situation.
Market segmentation
Although there are signs of a โcrypto winterโ speculative bubbles, including US President Donald Trump's memecoin (TRUMP), and shock liquidations amid news of US trade tariffs on China there is no internal crisis. Tiger also noted the development of certain sectors of the crypto economy, such as prediction markets, which, according to analysts, indicates not a collapse of the industry, but its adaptation to a changed external environment.
Experts cited regulation as the key factor that changed cryptocurrencies, splitting the blockchain market into three loosely connected segments:
The regulated zone, which includes bitcoin-based exchange-traded funds (ETFs) and tokenized assets (Real World Assets, RWA). This segment is characterized by stable but slow growth due to regulation.The unregulated zone, which includes memecoins and experimental protocols in the decentralized finance (DeFi) sector, as an area for high-risk speculation and innovation.The shared infrastructure, which includes stablecoins and oracles, providing connectivity between the separate zones.
This division has killed the familiar mechanism of capital flowing โtop-down.โ As Tiger points out, previously, the growth of the main cryptocurrency ensured the flow of liquidity into altcoins (cryptocurrencies other than Bitcoin).
Conditions for growth
Analysts emphasize that capital coming through institutional ETFs now remains in Bitcoin and does not flow into other assets. To start the next bullish rally, we'll need to see a truly massive, useful product pop up in the unregulated zone and a major easing of global monetary policy.
In relation to the impact of global monetary policy, Tiger analysts cited the growth of the crypto market in 2020 against the backdrop of cash injections into the economy during the COVID pandemic (the so-called DeFi Summer). And the growth in 2024, against the backdrop of the launch of the first Bitcoin ETFs in the US, coincided with expectations of lower interest rates. Experts clarified that โno matter how well the crypto industry performs, it cannot control interest rates and liquidity.โ
In the future, the unregulated zone will become more speculative, experts believe, due to low barriers to entry and the high speed of events: โCases where there is a 100-fold increase in one day and a 90% drop the next day are becoming more common.โ
โThe time when everything grows simultaneously is unlikely to repeat itself due to market segmentation. The regulated zone is growing steadily, while the unregulated zone is either soaring or falling. The next bull market will definitely come, but it will not affect everyone,โ the experts concluded.
The altcoin season is unlikely to happen again
By rally, Tiger experts mean the onset of altseason (altcoin season) - a slang term used by crypto traders to describe a market phase when alternative cryptocurrencies simultaneously begin to grow faster than Bitcoin. During such periods, capital flows from BTC to riskier coins that offer higher returns.
In past market cycles, including in 2017 and 2021, such phases were accompanied by rallies lasting several months, when many altcoins showed growth in the tens and even hundreds of times, significantly outperforming Bitcoin in terms of returns.
Other industry experts have made similar conclusions. For example, a report by Wintermute, a major market maker in the crypto market, states that liquidity has become more concentrated and is distributed unevenly.
Now, large volumes are concentrated in a smaller number of assets, which the market maker explained by the emergence of exchange-traded funds (ETFs) and companies accumulating cryptocurrency as a reserve asset - these participants direct capital primarily to major tokens. Analysts noted that this has affected altcoins, whose price growth has slowed threefold in 2025 compared to 2024.
Delphi Digital analysts also pointed out that the period of massive altcoin growth (alt season) is coming to an end. They suggest that capital will be concentrated only in a narrow circle of projects with structural demand: tokens receiving inflows through ETFs, protocols with real revenue and token buyback programs (buybacks), as well as applications with a proven business model.
There are other opinions that describe the reasons for the lack of global market growth as a shift in investor focus from speculation to assets with clear use cases and a sustainable economy. This opinion was expressed by experts from the management company Grayscale.
#cryptowinter
The current state of the crypto market shows that the industry is undergoing not just another cyclical downturn, but a fundamental structural transformation. As noted by Tiger Research analysts, while previous crises originated within the ecosystem itself, whether it was the Mt. Gox hack in 2014, the collapse of the ICO bubble in 2018, or the bankruptcy of FTX and the collapse of Terra (LUNA) in 2022, today the situation is different.
Experts believe that the current correction is caused by external macroeconomic factors, including the US Federal Reserve's monetary policy and geopolitical tensions around the world. Tiger's conclusion is that the current decline is not a โcrypto winterโ in the classic sense, but rather a new normal, where traditional patterns of market growth or decline have ceased to work.
The crypto market peaked in early October, when Bitcoin reached a record high of $126,200 and the total capitalization of cryptocurrencies reached $4.28 trillion. But shortly thereafter, the crypto market saw its largest liquidation of trading positions ever - nearly $20 billion in a single day. On October 11, cryptocurrency prices began to fall after US President Donald Trump announced a possible increase in tariffs on Chinese products imported into the US.
By February 5, the price of Bitcoin had plummeted to $70,000, and the market capitalization to $2.4 trillion. The dynamics of the decline in cryptocurrencies differed from the prices of precious metals, which reached record highs in early 2026. The indices of the largest US companies showed dynamics similar to those of precious metals.
Analysts understand the classic โcrypto winterโ model to mean the onset of an internal shock event (the Mt. Gox hack, the ICO bubble, the collapse of Terra and FTX), which instantly destroyed confidence in the industry and caused market participants to doubt the fundamental value of the technology. This crisis inevitably led to a mass exodus of investors, developers, and entrepreneurs to other areas, which exacerbated the situation.
Market segmentation
Although there are signs of a โcrypto winterโ speculative bubbles, including US President Donald Trump's memecoin (TRUMP), and shock liquidations amid news of US trade tariffs on China there is no internal crisis. Tiger also noted the development of certain sectors of the crypto economy, such as prediction markets, which, according to analysts, indicates not a collapse of the industry, but its adaptation to a changed external environment.
Experts cited regulation as the key factor that changed cryptocurrencies, splitting the blockchain market into three loosely connected segments:
The regulated zone, which includes bitcoin-based exchange-traded funds (ETFs) and tokenized assets (Real World Assets, RWA). This segment is characterized by stable but slow growth due to regulation.The unregulated zone, which includes memecoins and experimental protocols in the decentralized finance (DeFi) sector, as an area for high-risk speculation and innovation.The shared infrastructure, which includes stablecoins and oracles, providing connectivity between the separate zones.
This division has killed the familiar mechanism of capital flowing โtop-down.โ As Tiger points out, previously, the growth of the main cryptocurrency ensured the flow of liquidity into altcoins (cryptocurrencies other than Bitcoin).
Conditions for growth
Analysts emphasize that capital coming through institutional ETFs now remains in Bitcoin and does not flow into other assets. To start the next bullish rally, we'll need to see a truly massive, useful product pop up in the unregulated zone and a major easing of global monetary policy.
In relation to the impact of global monetary policy, Tiger analysts cited the growth of the crypto market in 2020 against the backdrop of cash injections into the economy during the COVID pandemic (the so-called DeFi Summer). And the growth in 2024, against the backdrop of the launch of the first Bitcoin ETFs in the US, coincided with expectations of lower interest rates. Experts clarified that โno matter how well the crypto industry performs, it cannot control interest rates and liquidity.โ
In the future, the unregulated zone will become more speculative, experts believe, due to low barriers to entry and the high speed of events: โCases where there is a 100-fold increase in one day and a 90% drop the next day are becoming more common.โ
โThe time when everything grows simultaneously is unlikely to repeat itself due to market segmentation. The regulated zone is growing steadily, while the unregulated zone is either soaring or falling. The next bull market will definitely come, but it will not affect everyone,โ the experts concluded.
The altcoin season is unlikely to happen again
By rally, Tiger experts mean the onset of altseason (altcoin season) - a slang term used by crypto traders to describe a market phase when alternative cryptocurrencies simultaneously begin to grow faster than Bitcoin. During such periods, capital flows from BTC to riskier coins that offer higher returns.
In past market cycles, including in 2017 and 2021, such phases were accompanied by rallies lasting several months, when many altcoins showed growth in the tens and even hundreds of times, significantly outperforming Bitcoin in terms of returns.
Other industry experts have made similar conclusions. For example, a report by Wintermute, a major market maker in the crypto market, states that liquidity has become more concentrated and is distributed unevenly.
Now, large volumes are concentrated in a smaller number of assets, which the market maker explained by the emergence of exchange-traded funds (ETFs) and companies accumulating cryptocurrency as a reserve asset - these participants direct capital primarily to major tokens. Analysts noted that this has affected altcoins, whose price growth has slowed threefold in 2025 compared to 2024.
Delphi Digital analysts also pointed out that the period of massive altcoin growth (alt season) is coming to an end. They suggest that capital will be concentrated only in a narrow circle of projects with structural demand: tokens receiving inflows through ETFs, protocols with real revenue and token buyback programs (buybacks), as well as applications with a proven business model.
There are other opinions that describe the reasons for the lack of global market growth as a shift in investor focus from speculation to assets with clear use cases and a sustainable economy. This opinion was expressed by experts from the management company Grayscale.
#cryptowinter
$BTC The "Crypto Winter" of 2026? โ๏ธ Or the Ultimate Discount?
Entry Price $68,500 โ $69,500
Take Profit 1 (TP1) $74,000
Take Profit 2 (TP2) $84,500
Take Profit 3 (TP3) $90,000
Stop Loss (SL) $62,800
#BTC #bitcoin #CryptoWinter #BinanceSquare #MarketUpdate
Entry Price $68,500 โ $69,500
Take Profit 1 (TP1) $74,000
Take Profit 2 (TP2) $84,500
Take Profit 3 (TP3) $90,000
Stop Loss (SL) $62,800
#BTC #bitcoin #CryptoWinter #BinanceSquare #MarketUpdate
๐ MARKET CRASH ALERT: BTC HITS 15-MONTH LOW! ๐
Binancians, stay alert! ๐จ The "Crypto Winter" has arrived as Bitcoin plummeted below $64,000 today, hitting its lowest level since October 2024.
โ ๏ธ The Brutal Reality:
๐ธ $1 Billion+ liquidated in just 24 hours.
๐ $2 Trillion wiped from global market cap since the October peak.
๐ Ethereum has also cracked, trading below $1,900.
Institutional outflows from ETFs are driving this selloff, and analysts warn of a deeper drop toward $58,000 if support doesn't hold. ๐ก๏ธ
๐ฌ What's your move? ๐ BUY THE DIP or ๐ป STAY IN CASH? Drop your strategy below!
#bnb #BTC #CryptoWinter #Liquidated #TradingStrategy
Binancians, stay alert! ๐จ The "Crypto Winter" has arrived as Bitcoin plummeted below $64,000 today, hitting its lowest level since October 2024.
โ ๏ธ The Brutal Reality:
๐ธ $1 Billion+ liquidated in just 24 hours.
๐ $2 Trillion wiped from global market cap since the October peak.
๐ Ethereum has also cracked, trading below $1,900.
Institutional outflows from ETFs are driving this selloff, and analysts warn of a deeper drop toward $58,000 if support doesn't hold. ๐ก๏ธ
๐ฌ What's your move? ๐ BUY THE DIP or ๐ป STAY IN CASH? Drop your strategy below!
#bnb #BTC #CryptoWinter #Liquidated #TradingStrategy
ย Treasury Secretary Scott Bessent Warns AI Productivity Surge May Cap Bitcoinโs $1M Dreams
Former Trump economic adviser and current U.S. Treasury Secretary Scott Bessent has recently expressed a cautious view on Bitcoin reaching a seven-figure valuation, suggesting that the rapid rise of Artificial Intelligence (AI) could act as a significant headwind. While Bessent remains a proponent of a Strategic Bitcoin Reserve, he argues that AIโs role in driving massive productivity gains and "digital deflation" may divert capital and reduce the extreme currency debasement that typically fuels million-dollar Bitcoin predictions.
Key Insights on Bitcoin's 2026 Outlook
As of February 4, 2026, Bitcoin is navigating a "crypto winter" characterized by high volatility and a recent retreat from previous highs.
AI vs. Bitcoin: Bessent notes that while Bitcoin is "digital gold," the AI revolution is attracting massive institutional investment that might have otherwise flowed into crypto. He suggests being "AI native" is a critical economic hedge in the current market.
Monetary Policy Impact: The nomination of Kevin Warsh as Federal Reserve Chair has introduced market uncertainty. Warsh's historically hawkish stance has contributed to recent price dips, though some analysts expect him to support lower rates eventually, which would be bullish for Bitcoin.
Strategic Reserve Odds: Despite the price stagnation, the probability of a U.S. National Bitcoin Reserve being established before 2027 has risen to 35%, according to current prediction market data.
Analyst Price Targets: While some like Cathie Wood have recently pared back $1 million targets to roughly $1.2 million due to the rise of stablecoins, others like Standard Chartered have lowered their 2026 forecast to $150,000.
#Bitcoin2026
#AIRevolution
#CryptoWinter
#TrumpProCrypto
#DigitalGold
Former Trump economic adviser and current U.S. Treasury Secretary Scott Bessent has recently expressed a cautious view on Bitcoin reaching a seven-figure valuation, suggesting that the rapid rise of Artificial Intelligence (AI) could act as a significant headwind. While Bessent remains a proponent of a Strategic Bitcoin Reserve, he argues that AIโs role in driving massive productivity gains and "digital deflation" may divert capital and reduce the extreme currency debasement that typically fuels million-dollar Bitcoin predictions.
Key Insights on Bitcoin's 2026 Outlook
As of February 4, 2026, Bitcoin is navigating a "crypto winter" characterized by high volatility and a recent retreat from previous highs.
AI vs. Bitcoin: Bessent notes that while Bitcoin is "digital gold," the AI revolution is attracting massive institutional investment that might have otherwise flowed into crypto. He suggests being "AI native" is a critical economic hedge in the current market.
Monetary Policy Impact: The nomination of Kevin Warsh as Federal Reserve Chair has introduced market uncertainty. Warsh's historically hawkish stance has contributed to recent price dips, though some analysts expect him to support lower rates eventually, which would be bullish for Bitcoin.
Strategic Reserve Odds: Despite the price stagnation, the probability of a U.S. National Bitcoin Reserve being established before 2027 has risen to 35%, according to current prediction market data.
Analyst Price Targets: While some like Cathie Wood have recently pared back $1 million targets to roughly $1.2 million due to the rise of stablecoins, others like Standard Chartered have lowered their 2026 forecast to $150,000.
#Bitcoin2026
#AIRevolution
#CryptoWinter
#TrumpProCrypto
#DigitalGold
๐จ๐ง BITWISE CIO DROPS A CRYPTO BOMBSHELL โ WINTER STARTED IN JAN 2025โฆ AND MOST MISSED IT ๐ฃ
This one hits hard.
Bitwise CIO Matt Hougan just revealed that the crypto winter quietly began in January 2025 โ but was hidden behind ETF inflows and DAT liquidity ๐ง
Translation?
The market looked strongโฆ while structure was already weakening underneath.
His key line:
โWeโre closer to the end than the beginning.โ
Thatโs not bearish.
Thatโs late-cycle survival guidance.
๐ What masked the pain:
โข ETF demand propping prices
โข DAT flows injecting artificial strength
โข Retail chasing headlines
โข Smart money rotating silently
Now liquidity is thinning.
Momentum is selective.
Only strong narratives survive.
This isnโt panic territory โ this is positioning territory.
โก Jungle Wisdom:
Real winters donโt announce themselvesโฆ they arrive quietly.
๐ QUICK POLL โ WHERE ARE WE NOW?
A) Final shakeout before next bull ๐
B) Deeper winter ahead โ๏ธ
C) Choppy accumulation zone ๐
D) Just watching ๐
$OG
$SYN
#CryptoWinter #SmartMoneyMoves #MarketCycles #BitcoinAnalysis #LiquidityWatch
Follow RJCryptoX for real-time alerts.
Bitwise CIO Matt Hougan just revealed that the crypto winter quietly began in January 2025 โ but was hidden behind ETF inflows and DAT liquidity ๐ง
Translation?
The market looked strongโฆ while structure was already weakening underneath.
His key line:
โWeโre closer to the end than the beginning.โ
Thatโs not bearish.
Thatโs late-cycle survival guidance.
๐ What masked the pain:
โข ETF demand propping prices
โข DAT flows injecting artificial strength
โข Retail chasing headlines
โข Smart money rotating silently
Now liquidity is thinning.
Momentum is selective.
Only strong narratives survive.
This isnโt panic territory โ this is positioning territory.
โก Jungle Wisdom:
Real winters donโt announce themselvesโฆ they arrive quietly.
๐ QUICK POLL โ WHERE ARE WE NOW?
A) Final shakeout before next bull ๐
B) Deeper winter ahead โ๏ธ
C) Choppy accumulation zone ๐
D) Just watching ๐
$OG
$SYN
#CryptoWinter #SmartMoneyMoves #MarketCycles #BitcoinAnalysis #LiquidityWatch
Follow RJCryptoX for real-time alerts.
Lady ZarGun:
Panin got into cryptocurrency? ๐
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