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This is the Bitcoin Situation for the Next 3 Years

Since last August I warned that the $108,000 level could not be lost in Bitcoin or else we entered a bearish cycle and it was going to be hard.

I am not a guru nor do I have a crystal ball.

But I try to get informed and I dedicate a lot of time to understanding what a Halving is. I understand mining costs. I understand staking. I understand leverage.

But above all we need to understand how all this leads us to CYCLES.

This chart is very powerful for understanding Bitcoin.

Each line is a cycle since its Halving. This event happens every 4 years.

The first cycle (the blue one) made the high somewhat earlier but the following cycles have made their highs at the same moment. All the lows have happened one year after reaching this high.

This last cycle (the strong yellow one) looks smaller and this is not a coincidence. Notice that each cycle is smaller than the previous one.

And this makes sense.

Bitcoin cycles are INFLATIONARY AND LOGARITHMIC.

Inflationary and logarithmic?

This is vital. Let me translate it for you.

Bitcoin should follow inflation because it is a finite asset like gold or real estate in certain areas.

Easy but logarithmic?

This is something you can't IGNORE anymore.

🤔 Bitcoin cycles go up less every time.

One reason is that the more an asset capitalizes the more it costs to keep it going up. Money in the world is finite and therefore when something capitalizes billions it starts to be complicated to make it grow in a faster rate than inflation.

But you must also know that in the Halvings the rewards to miners are reduced.

At the beginning this meant a beastly reduction of many BTCs which drove the price very high. But now the reward is barely reduced by 3 or 1 BTC so the price cannot rise at the same pace.

If we pay attention to previous cycles Bitcoin will keep falling in 2026 until the end of the year before starting a recovery. This is the most likely scenario right now.

So much for Bitcoin theory so let us go to the practical part.

🚀 Where will this low happen?

I do not know and nobody knows but we have clues.

In each of the cycles we have seen the price retreat from highs.

And a lot.

The first cycle down 85%
The second down 80%
The third down 75%

And now?

Maybe 70%? It could be. It is just an approximation.

This last drop to $60,000 is already a great milestone as the price has corrected 50% but in previous cycles we see that the best is still to come. It can fall another 50% down to $30k or $40k to meet the levels close to 70% correction which would seem plausible based on previous behavior.

In terms of price it seems there is a gap to fill and in terms of time it is even better.

Correction time of first cycle is 12 months
Correction time of second cycle is 12 months
Correction time of third cycle is 12 months

If this fourth cycle lasts the same as the previous ones we will be talking about seeing the moment of maximum pain in October 2026.

That is the moment where we will all say that $BTC is going to 0.

Who knows.

But, if we start accumulating in the $60k zone and save some money for the $30-40k area, we could easily average a $50k position during 2026.

After three years we should be at the next cycle peak which following a logarithmic progression could be somewhat higher than these last $120k (current cycle peak).

Let us assume $150k. (Which is a number I get from the serie of previous rallies, but there is too much math for today)

We are talking about selling the investment for triple the price in 3 years. That is a return that is not bad at all.

The risk is total. I go without a Stop Loss. It is aspirational investment and in no case is it capital protection.

And while we wait for the price to reach the right zone to keep buying, you could also make a quick trade to catch the next 10% rally.

👇 WANT MORE?

🚀 Hit the rocket, read my profile and follow so we can find each other again.
#BTC #bitcoin #TrendingTopic

Binance Wallet is pleased to introduce Alpha Box, a new airdrop mechanism that combines multiple projects in a single event.
What is Alpha Box?
- Alpha Box is a new airdrop model pioneered by Binance, where multiple projects contribute their tokens to a single event. Users can participate by exchanging Binance Alpha Points to receive the Alpha Box airdrop and obtain tokens of equivalent value from one of the prominent projects in the box.

$ETH is getting heavily criticized right now, mostly by people who once supported it. The main reason is simple: the price hasn’t exploded like some meme coins. Many of us, myself included, focus too much on charts, fast trades, and quick profits. But sometimes, the market just doesn’t move the way we expect.
Ethereum is not just another coin you trade. It is the foundation that much of the crypto space is built on. From a fundamentals point of view, ETH is still extremely undervalued, both in terms of its use and its price. What we may be seeing is a slow and steady rise that happens while most people are still negative on it.

Short-term price action creates a lot of noise, but it rarely tells the full story. Meme coins can be fun and bring fast excitement, but that doesn’t last. Strong blockchains are built on real utility, strong infrastructure, and long-term value. Right now, nothing in crypto comes close to what Ethereum offers on that level.
Let’s break down what’s been happening with $ETH recently.

𝗣𝗿𝗶𝗰𝗲 𝗕𝗲𝗵𝗮𝘃𝗶𝗼𝗿 𝗖𝗼𝗻𝘁𝗿𝗮𝗿𝘆 𝘁𝗼 𝗙𝘂𝗻𝗱𝗮𝗺𝗲𝗻𝘁𝗮𝗹𝘀
𝘛𝘰𝘵𝘢𝘭 𝘛𝘗𝘚 𝘪𝘯 𝘵𝘩𝘦 𝘌𝘵𝘩 𝘦𝘤𝘰𝘴𝘺𝘴𝘵𝘦𝘮

ETH investors are starting to lose faith because the “price isn’t moving,” the usual degen mindset. But real success isn’t about how many new rugs or hype tokens launch every day. It’s about building systems that actually last. On that front, ETH is doing very well. Revenue is growing, TVL remains strong, and staking demand keeps rising, all pointing to strength beneath the surface. While other altcoins are busy competing over memes and short-term hype, ETH is quietly stacking real value. Newcomers get burned chasing fast profits? That’s part of gambling, sometimes you win, most times you don’t. ETH isn’t chasing noise. It’s focused on the long term game.

𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: 𝗘𝗧𝗛 𝗮𝗻𝗱 𝗕𝗮𝘀𝗲 𝗧𝗮𝗸𝗶𝗻𝗴 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗼𝗳 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁
Base and Ethereum together pulled in more than 66% of total chain revenue 3 days ago. That’s clear dominance. Base on its own beat Solana, showing that Ethereum’s Layer-2 ecosystem is more than hype. It’s generating real income. While most chains struggle to earn fees in tough market conditions, Ethereum’s structure continues to bring in steady revenue from actual user activity.
𝖤𝗍𝗁 𝗂𝗌 𝗍𝗁𝖾 𝗁𝗂𝗀𝗁𝖾𝗌𝗍 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗇𝗀 𝖼𝗁𝖺𝗂𝗇

𝗧𝗩𝗟: 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 𝗦𝘁𝗮𝗻𝗱𝘀 𝗙𝗮𝗿 𝗔𝗯𝗼𝘃𝗲 𝘁𝗵𝗲 𝗥𝗲𝘀𝘁

Ethereum’s total value locked remains solid at roughly $53–55 billion, sometimes pushing even higher. This gives it over half of the entire DeFi market, around 50–57% or more. In many cases, Ethereum alone holds more value than the next ten chains combined, including Solana at about $6–9 billion, Bitcoin around $7 billion, BNB Chain near $6–7 billion, and others.
This strength isn’t by chance. Ethereum continues to attract large capital because it offers strong security, deep liquidity, and systems that work well together. Even during market downturns, DeFi on Ethereum has stayed steady, falling only about 12% from its highs while prices across the market dropped much harder.
Money isn’t rushing out of Ethereum. Instead, it’s staying put, drawn by reliable yields, proven infrastructure, and long-term confidence in the network.

𝗦𝘁𝗮𝗸𝗶𝗻𝗴 𝗪𝗮𝗶𝘁𝗹𝗶𝘀𝘁: 𝗕𝗶𝗹𝗹𝗶𝗼𝗻𝘀 𝗟𝗼𝗰𝗸𝗲𝗱 𝗜𝗻
Right now, there’s a 70-day wait to stake ETH, with billions of dollars waiting to get in. While some sell during price drops, many ETH holders are buying and stacking more. Already, over 30% of all ETH is staked, with 36 million+ ETH locked in the system.

𝖳𝗁𝖾 𝖤𝗍𝗁 𝗐𝖺𝗂𝗍𝗅𝗂𝗌𝗍

𝗧𝗵𝗲 𝗟𝟮 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁: 𝗛𝗮𝘃𝗲 𝗪𝗲 𝗠𝗶𝘀𝘀𝗲𝗱 𝗜𝘁?
The talk about “pivoting away from L2s” has some people shouting, “the last five years were a mistake.” Classic drama from old “Ethereum maxis.” But that’s wrong. ETH is literally moving toward a rollup itself, so how does that make sense? ZKVMs (zero-knowledge virtual machines) wouldn’t be this advanced without Ethereum’s rollup-focused roadmap driving the tech. Vitalik’s early blogs always hinted that rollups were the endgame for L1 scaling. Everything else was just temporary. This shift doesn’t kill strong L2s like Base—it’s doing fine. It just pushes weak or pointless ones to either adapt, add real value, or disappear. Ethereum is bringing the whole rollup ecosystem together with native rollups and synchronous composability. Rollups are still the future, with ETH as the hub for security and issuance.

𝟮𝟴 𝗪𝗶𝗻𝘀 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗘𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺: 𝗔 𝗠𝗼𝗻𝘁𝗵 𝗼𝗳 𝗣𝗿𝗼𝗴𝗿𝗲𝘀𝘀
To show how much is being built, check this Ethereum Foundation thread summarizing January. 28 real updates proving ETH’s momentum. Some highlights: Fidelity launched FIDD, a USD stablecoin on Ethereum, making it a major settlement layer. ERC-8004 for AI agents went live with 24k+ agents and 80+ verified services. A new Post-Quantum research team formed to strengthen security. Morgan Stanley proposed a spot ETH ETF. Ethereum L1 hit an all-time high in transaction activity. The second Blob Parameter Only fork improved data availability. Ondo added 200+ tokenized stocks/ETFs. Aave integrated institutional yield on offline storage. And that’s just a sample. From community hubs in Hong Kong to upgrades on Arbitrum, Optimism, Mantle, and Polygon Ethereum is cooking.

𝗦𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝗕𝘂𝗹𝗹 𝗦𝗶𝗴𝗻𝗮𝗹𝘀: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗔𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗮𝗻𝗱 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺
ETH’s on-chain numbers are looking strong. Daily transaction volume is up 20% month over month, and daily active addresses jumped 50%. Mainnet active addresses are at an all-time high while gas fees are at a record low. Cheap and high usage vibes. Prediction markets give ETH a 17% chance of reclaiming $5k this year, but with upgrades like Glamsterdam (parallel processing, gas to 200M) and Heze-Bogota (anti-censorship) coming, momentum could surprise. Institutional flows are also strong: ETFs hold about 3% of supply, with billions in inflows even during volatile periods.
𝖬𝖺𝗂𝗇𝗇𝖾𝗍 𝖳𝖯𝖲

𝗤𝘂𝗮𝗻𝘁𝘂𝗺 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻: 𝗘𝗧𝗛 𝗮𝘁 𝘁𝗵𝗲 𝗙𝗿𝗼𝗻𝘁
Ethereum isn’t just aiming to be the first quantum-secure blockchain. It’s building itself to be the first quantum-secure global financial system. The new Post Quantum research team is a game changer, protecting ETH from quantum threats that could break other chains. While everyone else scrambles to catch up, ETH is quietly creating the strong infrastructure for a post-quantum future. Imagine secure AI, finance, and governance operating at scale.

𝗪𝗵𝗮𝘁 𝗜 𝘁𝗵𝗶𝗻𝗸
The haters are loud, shouting that ETH is “dead,” while it steadily builds its empire. I think this low key grind is setting the stage for one of the most underestimated rallies ever. When ETH moons, the people who sold early will ask, “Why didn’t I hold?” Fundamentals don’t lie, price always follows. Short term, we’ll see more dips and struggle. ETHdominance is finding a floor, $BTC dominance may peak. That could create a generational buying window ($1,000–$1,500) when sentiment is at its worst. Those moments? That’s when strong hands load up, and weak hands fold.

𝐖𝐡𝐚𝐭 𝐝𝐨 𝐲𝐨𝐮 𝐭𝐡𝐢𝐧𝐤?
𝐖𝐡𝐞𝐧 𝐬𝐡𝐨𝐫𝐭-𝐭𝐞𝐫𝐦 𝐦𝐚𝐫𝐤𝐞𝐭 𝐦𝐨𝐯𝐞𝐦𝐞𝐧𝐭𝐬 𝐝𝐨𝐧’𝐭 𝐫𝐞𝐟𝐥𝐞𝐜𝐭 𝐭𝐡𝐞 𝐮𝐧𝐝𝐞𝐫𝐥𝐲𝐢𝐧𝐠 𝐯𝐚𝐥𝐮𝐞 𝐨𝐟 𝐚 𝐩𝐫𝐨𝐣𝐞𝐜𝐭, 𝐡𝐨𝐰 𝐝𝐨 𝐲𝐨𝐮 𝐝𝐞𝐜𝐢𝐝𝐞 𝐰𝐡𝐞𝐫𝐞 𝐭𝐨 𝐩𝐮𝐭 𝐲𝐨𝐮𝐫 𝐦𝐨𝐧𝐞𝐲 𝐨𝐫 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧 𝐢𝐧 𝐜𝐫𝐲𝐩𝐭𝐨?


#Ethereum #RiskAssetsMarketShock #BTC走势分析 #etf #TrendingTopic

Strategy $MSTR executive chairman Michael Saylor has affirmed that the firm will not stop buying Bitcoin despite the prevailing volatility and unrealized losses on the company’s investment. He dismissed arguments that declining prices will force the company to liquidate its holdings.

Michael Saylor Affirms Strategy Will Not Sell
In an interview with CNBC, the Strategy co-founder said they will not sell their BTC holdings, despite speculation that market conditions may force the company to do so. He noted that Strategy considers its Bitcoin purchase as a long-term decision and not a short-term one.
Michael Saylor maintained that the credit risk associated with Strategy is very low, even in extreme circumstances. Instead, he claimed that Bitcoin would need to drop about 90% and remain down for years before refinancing would become challenging. He insisted that, in such a case, the company would still be able to roll forward its debt obligations. This echoes Strategy CEO Phong Le’s recent statement that Bitcoin would have to drop to $8,000 and remain there through 2032 for them to face liquidation risks.
Meanwhile, the Strategy co-founder noted that his company owns decades of dividends in Bitcoin. This huge reserve will give it a great financial buffer. With this, he feels that there is no cause to worry about forced liquidation as being exaggerated by short-term traders.
Michael Saylor also addressed speculation about Strategy’s financial situation. He claimed that the company has two and a half years of cash reserves to make dividend and debt payments. He added that the net leverage ratio of Strategy is one-half of an average investment-grade company.
Strategy Will Keep Buying Bitcoin
The executive chairman also clarified that Strategy’s Bitcoin accumulation plans have not changed. He said the company has raised billions in capital to further accumulate Bitcoin. “We’re not going to be selling. We are going to be buying bitcoin, Michael Saylor said.
He further indicated that Strategy will buy Bitcoin each quarter going forward. On Monday, Strategy declared another weekly Bitcoin buy of 1,142 BTC between February 2 and 8. According to Saylor, volatility is a characteristic of the asset. Also, he remarked that Bitcoin provides two to three times better returns than traditional assets like gold, equities, and real estate over a multi-year timeframe.
The company’s commitment to keep buying more Bitcoin despite the fact that it is facing an unrealized loss of $5.1 billion on its BTC holdings. This follows BTC’s crash below Strategy’s average buy price of $76,056 for its Bitcoin investment.
Saylor Comments On Market Volatility
Michael Saylor also explained that a recent volatility in the shares of Strategy was a result of a market pullback of Bitcoin. The Strategy co-founder said the last four months had been an unprecedented drawdown for MSTR stock, but noted that it recently posted a 25% gain in a day.
He argued that Strategy’s stock is more liquid on a market cap basis than any of the Mag 7 stocks by 2.34 times. He also indicated that open interest in MSTR options is presently the highest when compared with other top U.S. equities.
There is also ongoing downside momentum in the company’s stock due to the crash in BTC. MSTR stock has dropped to $134.93, down 2.38% over the last day, according to TradingView data.

Another point raised during the interview was that Bitcoin has a structural floor price of about $60,000 due to the cost of production for miners. Michael Saylor downplayed this argument. He said that increasing the presence of large banks and institutional credit markets will cause a much more significant impact on the movement of BTC’s price.
Saylor refused to give a 12-month prediction on the price of Bitcoin. Instead, he predicts that Bitcoin would perform two to three times better compared to the S&P 500 in the next four to eight years.

#BTC #TrendingTopic

Bitcoin slid to $69,000 this week, extending its recent pullback and rattling short-term traders, but analysts say the broader crypto market may be entering the “early stages of bottoming.”
The world’s largest cryptocurrency has faced sustained selling pressure after struggling to hold key resistance levels above $72,000. The drop to $69,000 triggered liquidations across leveraged positions, contributing to heightened volatility across major altcoins. Ethereum and other large-cap tokens also posted modest losses, reflecting a cautious mood among investors.
Despite the downturn, on-chain data and technical indicators suggest the market may be stabilizing. Analysts point to declining exchange inflows, cooling funding rates, and long-term holders maintaining their positions as early signs that selling momentum is slowing. Historically, such conditions have preceded consolidation phases that form the base for future recoveries.
Market sentiment, while subdued, has not reached the extreme fear levels typically seen during major capitulation events. Instead, traders appear to be reassessing positions amid macroeconomic uncertainty and shifting expectations around interest rates and institutional inflows.
Some strategists argue that the current correction is part of a healthy cycle following Bitcoin’s strong performance earlier in the year. “We’re seeing structural support build around the high-$60,000 range,” one market observer noted, adding that sustained consolidation could strengthen the foundation for the next upward move.
For now, $69,000 stands as a psychological and technical battleground. A decisive break below could open the door to further downside, while a bounce from this level may reinforce the narrative that the market is carving out a bottom.
As volatility persists, investors are watching closely for confirmation: will this dip mark the beginning of a renewed rally, or simply a pause before another leg down? For now, the crypto market appears to be searching for stability — and possibly, its next launchpad.
Trade $BTC Here
#Binance #TrendingTopic

Most traders are taught to search for winning signals.
Experienced traders learn to spot the right context.

While price action is not a shortcut to certainty, it is a framework for interpreting market behavior in real time.

🧭 THE MYTH

Many traders spend years rotating through indicators, systems, and templates, hoping one combination will finally eliminate uncertainty. Not surprisingly, this search usually comes from frustration with lag, contradiction, and noise.

First, price action is not a secret technique that can guarantee success. It is a practical way to prioritize what the market is already doing, instead of what tools suggest it should do.

📌 PRICE ACTION IS NOT AN ANTI-INDICATOR RELIGION

A common misunderstanding is that price action requires a “naked chart” at all costs.

But professionals do not think in absolutes. They use whatever works, with a clear prioritization.

Price action remains the primary source of information, while other tools continue to contribute to your analysis.

The key here is that indicators should not override price. They are secondary measurements that should confirm, not override, what price is already expressing.

Price action trading means using price movement as your principal focus.

🎯 WHY FAILED MOVES MATTER MORE THAN SUCCESSFUL ONES

Retail traders fear failed breakouts and stopped-out trades; experienced traders study them.

When the market attempts to move in one direction and fails repeatedly, it reveals positioning pressure and trapped traders

This is why second attempts often matter more than first ones. A two-legged pullback in a trend is not interesting because of its shape. It is interesting because it shows repeated failure by countertrend traders.

The same logic applies to double bottoms and double tops. What matters is not the pattern, but the apparent inability of price to continue.

📐 SWINGS CREATE CONTEXT, NOT SINGLE CANDLES

Isolated candlestick patterns have little meaning without structure.

Context comes from price swings. And swings are extremely useful, revealing whether the market is progressing, retracing, or compressing.

Market state can be defined objectively by swing behavior:

Bull trend: rising swing highs and rising swing lows
Bear trend: falling swing highs and falling swing lows
Consolidation: overlapping highs and lows with no clear progression

This swing-based framework removes much of the subjectivity found in pattern-based trading.

Once you work out the market structure, signals only matter when they align with structure.

⏱ WHY TIME CAN BE A DISTRACTION

Time-based charts force the market to print bars even when nothing meaningful happens. For example, a 1-minute chart will produce a candlestick every minute, even if there's no price movement within that minute.

This creates the illusion of movement during stagnation.

Consider price-based charts that removes time for a different perspective, as they only update when price actually moves.

When the market pauses, the chart pauses.

Common price-based chart types include:
RenkoRange barsPoint and FigureHeiken Ashi

These chart types are all available on TradingView so you can experiment with them freely. This is an example of a Point and Figure chart.

These tools do not predict direction, but they can help to reduce noise created by inactivity.

🔁 SUPPORT AND RESISTANCE ARE ZONES THAT FLIP

Support and resistance are not precise lines. Instead, they are areas where participation has historically changed behavior.

Key sources of these zones include:

Prior swing highs and lowsRound numbersFibonacci levelsMoving averages and pivots

One of the most persistent dynamics in markets is role reversal. Former support often becomes resistance, and vice versa.

This happens because memory exists in price. Levels that mattered before tend to matter again.

Support and resistance zones, combined with market inertia, form a durable edge.

🛠 A SIMPLE, REPEATABLE ANALYTICAL PROCESS
Identify the market state using the swing structureDefine key zones where participation previously shiftedWait for failure or acceptance near those zonesExecute only when price confirms your thesisExit when the structure invalidates your idea

📍 FINAL TAKEAWAY

There is no magic method. But you can design a streamlined analytical process that clarifies rather than muddies.

The most important question is not what indicator you are using. It is whether you are reacting to tools, or responding to the price itself
#RiskAssetsMarketShock #TrendingTopic $BTC

Highlights
Goldman Sachs disclosed $2.36B Bitcoin, Ethereum, XRP, and Solana exposure in Q4.Bitcoin led at $1.1B, while Ethereum held near-equal weight at $1.0B in the filing.CZ noted a 15% QoQ rise, as Goldman set to join White House stablecoin yield talks.
Goldman Sachs has disclosed more than $2.36 billion in crypto exposure in its Q4 2025 13F filing on February 10, 2026. The Wall Street investment bank reported $1.1 billion in Bitcoin $BTC , $1.0 billion in Ethereum, $153 million in $XRP , and $108 million in Solana $SOL . Notably, the crypto positions represent just 0.33% of its total reported investment portfolio.
Goldman Sachs Details $2.36B Crypto Exposure in Q4 2025 Filing
According to the company filing, Goldman Sachs reported these holdings as part of its Q4 2025 portfolio snapshot, covering positions as of December 31, 2025. The disclosure showed the firm held the largest crypto allocation in Bitcoin, followed closely by Ethereum.
However, the near-equal weighting between Bitcoin and Ethereum led to scrutiny across the crypto industry. Moonrock Capital founder and managing partner Simon Dedic said it was “very interesting” to see Goldman holding almost as much ETH as Bitcoin.
Dedic added that the allocation stood out because conservative portfolio structures often follow market-cap weighting. He described the move as “significantly more bullish on Ethereum than Bitcoin.”
Meanwhile, Binance founder Changpeng Zhao, @CZ , also highlighted the filing’s size and quarterly increase. CZ said Goldman Sachs’ Q4 2025 13F filing showed $2.36 billion in crypto assets, a 15% quarter-over-quarter rise.

Q3 vs Q4 2025 Filing Shows Slight Portfolio Drop
Goldman Sachs’ Q4 filing also provided a clearer comparison with its previous quarter. The bank reported $811.1 billion in total 13F holdings value for Q4 2025, with 6,411 holdings. However, in Q3 2025, Goldman reported $817.4 billion in holdings value with 6,295 holdings. 
That means the total reported holdings value fell slightly, even as the number of holdings increased. The crypto exposure, likely held through ETFs, remained a small slice of its overall portfolio.
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A trip to $60,000 and back before coffee.

Bitcoin $BTC  spent the end of last week doing what it does best: reminding traders that fire-breathing dragons aren’t in fairytales only.

After a sharp drop to $60,033 on Thursday torched thousands of long positions, the world’s largest cryptocurrency bounced hard. By Friday, it had clawed its way back above $70,000. Still, that dip was the orange coin’s lowest level since October 2024 and roughly 52% below last year’s record of $126,000.

By Monday morning, Bitcoin looked almost calm. It hovered around $70,700, barely changed on the day. The contrast with last week’s price action felt dramatic. Bitcoin rarely travels in straight lines, and this was another reminder.

🤔 Buy the Dip or Declare It Gone?

As always, opinions split fast. Some traders rushed to declare Bitcoin’s demise (for the 463th time – there’s a website for that). Others quietly loaded up, calling the move a classic paper-hands shakeout.

Markets, by nature, lean optimistic. The real question is whether optimism has enough fuel to pull Bitcoin out of its recent slump and into a renewed upside phase. The bounce has been impressive, an 18% upswing, but conviction remains fragile.

🌪️ Volatility Is a Feature, Not a Bug

Extreme volatility comes with the territory. Bitcoin’s slide from a $126,000 peak in October arrived despite a crypto-friendly White House and accelerating institutional adoption.

For some investors, that raised uncomfortable questions about Bitcoin’s role during periods of geopolitical stress.

Digital gold? Perhaps. Perfect hedge? That debate remains open.

🧊 The Market Finds Its Feet, Carefully

The broader crypto market has stabilized, though nerves remain close to the surface and Bitcoin still commands the lion’s share, according to the dominance chart. Traders describe the tone as cautious rather than confident. Or every analyst’s favorite expression: cautious optimism.

One level stands out on everyone’s chart. The $60,000 threshold has emerged as the primary near-term support. It marked the floor of last week’s selloff and remains the line bulls prefer not to revisit anytime soon.

On the upside, $75,000 carries symbolic weight. A sustained break above that zone would strengthen the case that the worst of the bear phase has passed and that buyers are regaining control.

📈 Institutions Quietly Step Back In

While price action grabbed headlines, flows told a quieter story. US Bitcoin exchange-traded funds recorded $221 million in inflows on February 6, suggesting that some investors viewed the selloff as an opportunity rather than a warning sign.

Institutional participation tends to move slowly and deliberately. These flows do not guarantee higher prices, but they add some confidence during moments of stress. For a market built on confidence, that matters.

🧮 The Levels That Matter Now

If $BTC is serious about $70,000, attention turns to a handful of technical levels that traders are watching closely.

But before that, let’s talk about the 200-week moving average near $58,000, a level Bitcoin respected during the recent dip. Holding above it keeps the longer-term structure intact.

Next sits the $73,000 to $75,000 zone, an area packed with prior support and resistance. Clearing it convincingly would signal momentum shifting back toward the bulls.

Beyond that, the path opens toward $81,000, a level that could act as the next magnet if sentiment continues to improve.

Again, that is if the OG coin manages to reel itself out of the sub-$70,000 area. The bounce from $60,000 reminded traders that sharp selloffs often attract bargain hunters and dip scoopers.

Off to you: So where do you stand right now? Are you holding your Bitcoin, exploring alternatives, or watching from the sidelines? Share how you are navigating this market in the comments.
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