krypton_bit

USA: Partial Shutdown and Pause in Data

A technical partial shutdown has been implemented in the USA due to delays in passing the funding bill.

— The Senate budget was approved
— The House of Representatives went on break and did not have time to vote
— The House resumed work only today
— The exact date for the vote has not yet been set

House Speaker Mike Johnson has stated that the process will not be quick. According to media estimates, a key vote may not happen until Tuesday, February 3, but the timelines remain fluid.

What does this mean for the markets?
— Some macro statistics, including labor market data, will temporarily not be released
— Uncertainty regarding decision timelines is increasing
— Markets remain in a state of expectation and heightened sensitivity to news

A shutdown is not a crisis but rather a political-procedural pause.
The danger arises not from the event itself but from the information vacuum when the market begins to price in risks in advance.

In the short term — more noise and nervousness.
The key trigger is the date and outcome of the vote in the House of Representatives.
Until the situation clarifies, volatility may persist.

This is not financial advice.

#USGovShutdown #USACryptoTrends $BTC $ETH

«Enemy No. 1 for Wall Street» in one of the recent editions of WSJ.

Reason: Brian Armstrong (CEO of Coinbase) is promoting legislation that allows cryptocurrency exchanges to offer clients a yield of 3.5% on stablecoins, which could lead to a massive outflow of trillions of dollars from traditional banks that pay less than 0.1% on checking accounts.

The old whales do not want to give ordinary people nice interest rates. Banks are the bottom that bends under the state, which in turn turns a blind eye to the shaving of the serfs.

Spoiled old grandpas who managed with 0.1% of the people cannot get used to the fact that once they licked Biden's behind, someone like Trump came along and gave them a dressing down.

#WallStreetNews #USGovShutdown $BTC $BNB

‼️🚨BTC: fear of the crowd and the first stress test of the market

After Bitcoin's drop of -16% since January 28, the flow of FUD and misinformation on social media sharply increased. This is a typical situation where the market temporarily moves against the crowd's narrative.

— The current background on social media is the most bearish for retail since the crash on November 21
— Historically, after such spikes of negativity, the market often forms a local bottom and subsequent recovery
— The current bounce structurally resembles the two previous cases after waves of misinformation

BTC has fallen below the average cost price of spot ETF holders in the US (~$84k).
This means net unrealized losses for ETF buyers and the first real test of resilience:
will institutions buy the dip or will panic set in.

Amid uncertainty, extreme forecasts are emerging — including scenarios with BTC at $25k in 2026. Such estimates reflect not a baseline scenario, but the level of current fear.

The market is in a transitional phase:
fear among retail is high, ETFs are under pressure for the first time, but such conditions often create zones of asymmetry in risk/reward.
The key is to observe the reaction to dips, rather than the emotions in the feed.

#bitcoin $BTC

🟥 BTC: CAPITULATION AND ASYMMETRY

The Bitcoin market presents an important picture:

— 🐳 Whales are accumulating
— The CME gap indicates that the recent drop could have been a "trap" for a downturn
— 62% of inflows into the BTC-ETF are currently in the red — pressure, but also potential fuel for a reversal
— On October 10, the market lost ≈70,000 BTC of open interest in one session — a pullback to April 2025 levels
— Since then, OI has stagnated → speculative interest is suppressed

Bitwise notes: bearish sentiment is at its peak, estimates are lowered, but reflation signals, the Fed, and CME gaps create asymmetric growth potential.

The market now
— the third-largest sell-off in terms of sales dominance in 2 years
— mass capitulation
— liquidity has been wiped out

Historically, it is during such phases that the best risk/reward ratio begins to shift towards long positions.
We are close, but confirmation is still ahead.

This is not financial advice.

#bitcoin #BinanceBitcoinSAFUFund $BTC $ETH

Live Stream: Cryptocurrency Market Analysis in Real-Time
February 5, 2026, on air — detailed analysis of BTC, altcoins, charts, and forecasts for the upcoming weeks. (Air time at 20:00 Kyiv time)
📊 We will discuss key levels, liquidity zones, and market scenarios.
👥 Suitable for both beginners and experienced traders.
💬 Live communication, answers to your questions, and honest thoughts without unnecessary fluff.
Not just a review — live analysis with real market ideas.

Онлайн стрим тут

🔔 Subscribe so you don't miss the broadcast and stay updated on market events.
#криптовалюта $BTC $ETH #биткоин #эфириум #крипторынок #торговля

Live Broadcast: Real-time Cryptocurrency Market Analysis
February 3, 2026, on air — detailed analysis of BTC, altcoins, charts, and forecasts for the coming weeks. (Air time at 20:00 Kyiv time)
📊 We will discuss key levels, liquidity zones, and market scenarios.
👥 Suitable for both beginners and experienced traders.
💬 Live communication, answers to your questions, and honest thoughts without unnecessary fluff.
Not just a review — live analysis with real market ideas.

Онлайн стрим тут

🔔 Subscribe to not miss the broadcast and stay updated on market events.
#криптовалюта $BTC $ETH #биткоин #эфириум #крипторынок #торговля

⚠️ #XRP | LARGE UNLOCKS FOR #RIPPLE

Significant XRP unlocks have been recorded from Ripple:

— 400 million XRP ($647 million)
— 100 million XRP ($162 million)
— 400 million XRP ($647 million)
— 100 million XRP ($162 million)

👉 A total of approximately 1 billion XRP (over $1.6 billion) has been unlocked.

Ripple regularly unlocks XRP from escrow — this is a planned mechanism, not an emergency event. However, the market is always sensitive to such volumes.

Why is this important?
— part of the tokens may enter the market
— supply pressure increases
— short-term volatility of XRP increases

If the unlocked coins are used for sales, XRP may lag behind the market. If the tokens go back into escrow or OTC — the effect will be limited.

An unlock is not a catastrophe, but a pressure factor that should be considered when trading and assessing risks for XRP.

This is not financial advice.

$XRP

⚠️ #TRX | SCANDAL OR FAKE?

A sensational statement is spreading online:
the former girlfriend of Justin Sun is allegedly ready to cooperate with the SEC and provide materials against the founder of TRON.

— it is claimed that accounts registered on employees were used in 2017–2018;
— through them, allegedly coordinated trades were conducted to pump the price of TRX;
— after the rise — sales to retail;
— WeChat chats and internal materials are mentioned as "evidence."

🔹 there are no official statements from the SEC
🔹 no confirmations of the account's authenticity and the source either
🔹 hacking, a fake, or a deliberate disinformation is not ruled out
🔹 Justin Sun himself has not publicly commented on the situation

Sun is a toxic figure for regulators: TRON, HTX, Poloniex, political investments in the USA.
Any such news increases pressure on TRX, even without facts.

Risks:
— short-term volatility
— speculative movements on rumors
— increased attention from regulators if the information is confirmed

Conclusion:
So far, this is an unconfirmed accusation, not a fact.
The market often reacts to headlines before evidence appears — and this is where money is most often lost.

We are monitoring the developments.

#Tron $TRX

MARKET REALITIES OF EACH CYCLE

Every cycle is the same:
a mass of people sincerely believes they are smarter than the market — and it is precisely them that the market eventually takes.

The problem is not with newcomers.
The problem is with those who do not want to understand but want results.

We see:
— some promise "golden mountains," adapting to the crowd's expectations;
— others promote scams and keep the audience with empty promises;
— third ones get people hooked on referral schemes, earning commissions instead of results for subscribers.

At the same time, paid education is declared "nonsense," and analysis, fundamentals, risk management — "noise."

People with large amounts of money lose just as much if they ignore the system.

• The largest single liquidation:
ETH-USD on Hyperliquid — $222.65 million.

• During the recent dump of Bitcoin OG:
Liquidations of LONG positions over $120 million.
Total loss: −$128.8 million.

On January 14, the same participant was up $142 million.

The market does not punish for a lack of information —
it punishes for overconfidence without a system.

YouTube, influencers, and "x's without knowledge" do not replace:
— understanding risks
— psychology
— working with probabilities
— discipline

And yes, the market lives precisely off those who do not believe in it.
That is its liquidity.
#bitcoin #trading $BNB $XRP $ETH

Another wonderful stream💪🚀

We discussed market sentiment.
We looked at some coins and interesting zones on them.

Thank you for your activity, likes, and good questions🤝

Partially closed positions, stop in profit💸

#USGovShutdown #live $BNB $ETH

🥇 GOLD ON HIGHS: WHEN EVERYONE BECAME BULLS — IT'S A SIGNAL

I found an interesting opinion, and it completely matches what we talked about on streams when gold was trading at historical highs.

The background that raises concerns:
— BofA: gold at $6000 by spring
— JPMorgan: targets of $8000
— Production in 2025 — a record 3.67 thousand tons
— Gold capitalization to M2 — the highest since the 1930s, higher than in the 1970s
— WGC: Russians bought a record amount of gold in 12 years

When banks and media simultaneously start to draw cosmic targets — most often the crowd is already inside.

What actually happened:
— Silver: down -40% in a day — a record
— Gold: more than -16% in a day — the biggest drop since 1983

For scale: the metals market is 10-15 times larger than crypto.
If in October crypto saw a wipe of $20-70 billion, then on commodities at that moment there could have been a liquidation of $1-2 trillion.

In our community, the fixation zone of 5415-5530 was discussed in advance.
Fact: the peak came at 5598 — a deviation of only +1.23%.
The target was achieved with high precision.

Euphoria in gold = increased risks.
The global idea is not broken, but the structure and timelines are changing.
Highs are not a place for emotions, but for cold decisions.

This is not financial advice.

#xau #GOLDBTC $BTC $XAU

⚡ TRUMP APPOINTS NEW HEAD OF THE FED

❗️ Donald Trump has officially nominated Kevin Warsh for the position of chairman of the U.S. Federal Reserve.

Warsh is a former member of the Board of Governors of the Fed, known for a more hawkish view on inflation and criticism of excessively loose monetary policy. His candidacy has long been discussed as an alternative to the 'soft' policy of recent years.

Why is this important for the markets?
— expectations for the rate may shift
— market sensitivity to inflation data increases
— a factor of short-term volatility for crypto and stocks

If the Fed's rhetoric becomes more hawkish, pressure on risk assets will intensify. Confirmation of the course is a key trigger in the coming months.

Warsh's appointment is a signal: U.S. monetary policy may become more restrained. The market faces a reassessment of expectations.

This is not financial advice.

#WhoIsNextFedChair #FOMC #TRUMP $BTC $ETH

TRUMP DECLARES STATE OF EMERGENCY DUE TO CUBA — STRIKE ON OIL AND GLOBAL MARKETS

January 29–30, 2026 Donald Trump signed a decree: the situation around Cuba is recognized as an "unusual and extraordinary threat" to U.S. national security. A national state of emergency has been declared in the country.

The U.S. is launching a pressure mechanism on oil:
countries and companies that supply oil to Cuba (directly or through schemes) face new tariffs and duties on their goods in the U.S. Specific rates will be announced later.

At risk are Mexico and the remaining Venezuelan chains. This is a continuation of Trump's tough stance after Venezuela and a signal of expanding energy sanctions.

Why is this important?

— increase in geopolitical premium on oil
— pressure on emerging markets
— increased volatility in risky assets

The state of emergency is not about Cuba, but about controlling energy flows. For the markets, this is another factor of instability in an already tense macro environment.

This is not financial advice. Analytical commentary.

#trump #newscrypto $BNB $XRP

Update on the bitcoin schedule with global liquidity.

How are you, my dear ones? Those who were feeding me nonsense in streams six months ago?🤣

Listen to those who rely on facts, not those who speak beautifully 😉

#bitcoin $BTC $ETH