🏦 Fed Meeting: No Surprises, Bitcoin Dips
Yesterday’s Federal Reserve meeting brought no surprises — the interest rate was left unchanged at 3.75%. 👀
Following the decision, Bitcoin slowly drifted lower overnight, slipping toward the $88,000 level. 📉
Markets took the outcome calmly, with price action reflecting a typical “no news, no momentum” reaction after a predictable Fed decision.
Yesterday’s Federal Reserve meeting brought no surprises — the interest rate was left unchanged at 3.75%. 👀
Following the decision, Bitcoin slowly drifted lower overnight, slipping toward the $88,000 level. 📉
Markets took the outcome calmly, with price action reflecting a typical “no news, no momentum” reaction after a predictable Fed decision.
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📊 Glassnode: Long-Term Bitcoin Holders Are Selling Again
According to Glassnode, long-term Bitcoin holders have sold 143,000 BTC over the past 30 days, worth roughly $12.8B. 🧐
This marks the largest wave of selling since August 2025, coming as Bitcoin price performance continues to lag behind traditional markets. 💵
The data suggests renewed distribution from long-term holders, potentially adding near-term selling pressure, even as BTC remains near elevated price levels.
According to Glassnode, long-term Bitcoin holders have sold 143,000 BTC over the past 30 days, worth roughly $12.8B. 🧐
This marks the largest wave of selling since August 2025, coming as Bitcoin price performance continues to lag behind traditional markets. 💵
The data suggests renewed distribution from long-term holders, potentially adding near-term selling pressure, even as BTC remains near elevated price levels.
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📈 Silver Hits New All-Time High
Silver has reached a new ATH at $120, delivering a 29-day return that’s 4× higher than the S&P 500’s entire 2025 performance. 🚀
Yes, it’s outperforming stocks — and yes, we won’t mention Bitcoin this time 😶
But there’s an important caveat: silver supply can be ramped up relatively easily. Historically, when prices surge and capital flows in, increased production tends to follow — often cooling the rally. ❄️📉
Silver has reached a new ATH at $120, delivering a 29-day return that’s 4× higher than the S&P 500’s entire 2025 performance. 🚀
Yes, it’s outperforming stocks — and yes, we won’t mention Bitcoin this time 😶
But there’s an important caveat: silver supply can be ramped up relatively easily. Historically, when prices surge and capital flows in, increased production tends to follow — often cooling the rally. ❄️📉
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🧠 BTC’s 4-Year Cycle Is Over? A Supercycle Theory
Kim Ung-Yong believes the classic 4-year Bitcoin cycle no longer works. According to him, the market is now entering a long-term supercycle that could last a decade. 😳
💻 Kim Ung-Yong is a well-known South Korean prodigy, often cited as having one of the highest IQs ever recorded. While online myths claim his IQ reached 276, the officially recognized figure listed in the Guinness Book of Records is 210. 👀
Kim Ung-Yong believes the classic 4-year Bitcoin cycle no longer works. According to him, the market is now entering a long-term supercycle that could last a decade. 😳
💻 Kim Ung-Yong is a well-known South Korean prodigy, often cited as having one of the highest IQs ever recorded. While online myths claim his IQ reached 276, the officially recognized figure listed in the Guinness Book of Records is 210. 👀
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🏦 Bybit Is Turning Into a Crypto Neo-Bank
Crypto exchange Bybit is moving closer to traditional finance by launching bank-like accounts that allow users to hold USD and other fiat currencies.
The new “MyBank” accounts will come with IBANs, enabling transfers in 18 fiat currencies. The rollout is expected in February, pending regulatory approval, and is being done in partnership with licensed banks. 📝
This shift positions Bybit as a neo-bank-style platform, but with crypto at its core: once fiat hits the account, users can instantly move it into crypto.
In parallel, Bybit plans to launch a custody product for institutional investors, focused on banks and large players tokenizing real-world assets.
With 81M+ users globally, Bybit is expanding beyond pure crypto — while eyeing U.S. expansion and a potential future IPO. 💵📊
TradFi and crypto continue to blur 🚀
Crypto exchange Bybit is moving closer to traditional finance by launching bank-like accounts that allow users to hold USD and other fiat currencies.
The new “MyBank” accounts will come with IBANs, enabling transfers in 18 fiat currencies. The rollout is expected in February, pending regulatory approval, and is being done in partnership with licensed banks. 📝
This shift positions Bybit as a neo-bank-style platform, but with crypto at its core: once fiat hits the account, users can instantly move it into crypto.
In parallel, Bybit plans to launch a custody product for institutional investors, focused on banks and large players tokenizing real-world assets.
With 81M+ users globally, Bybit is expanding beyond pure crypto — while eyeing U.S. expansion and a potential future IPO. 💵📊
TradFi and crypto continue to blur 🚀
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🔍 Top 20 Projects That May Launch Tokens in 2026
According to WuBlockchain, there are 20 major crypto projects that could introduce their own tokens in 2026.
Notable names to watch closely include Polymarket, Tempo, OpenSea, Backpack, Gensyn, and Botanix — all large ecosystems with strong user bases and clear token use cases. 👀🚀
According to WuBlockchain, there are 20 major crypto projects that could introduce their own tokens in 2026.
Notable names to watch closely include Polymarket, Tempo, OpenSea, Backpack, Gensyn, and Botanix — all large ecosystems with strong user bases and clear token use cases. 👀🚀
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📊 Crypto trading volumes are drying up
Trading activity across centralized exchanges has dropped sharply. In January, total CEX volume reached just $1.1T, putting the market on track for its lowest monthly turnover since July 2025. 📉
🔎 CryptoQuant data also confirms a clear decline in retail participation: small on-chain transactions have fallen significantly, signaling that retail investors are stepping back.
Despite deep pullbacks across many altcoins, buyers remain cautious and are not rushing to buy the dip. For now, the market looks stuck in wait-and-see mode, with liquidity and retail demand both fading. 👀
Trading activity across centralized exchanges has dropped sharply. In January, total CEX volume reached just $1.1T, putting the market on track for its lowest monthly turnover since July 2025. 📉
🔎 CryptoQuant data also confirms a clear decline in retail participation: small on-chain transactions have fallen significantly, signaling that retail investors are stepping back.
Despite deep pullbacks across many altcoins, buyers remain cautious and are not rushing to buy the dip. For now, the market looks stuck in wait-and-see mode, with liquidity and retail demand both fading. 👀
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📉 Markets in Freefall
Global markets fell after a weak Microsoft earnings report shook investor confidence. MSFT shares dropped nearly 12%, the worst decline since March 2020, as heavy AI spending and slowing cloud growth raised concerns about returns on AI investments, dragging the entire tech sector lower. 🤷
And that wasn’t the end:
🇨🇦 Overnight, Donald Trump said the US is revoking certification for Bombardier Global Express jets and threatened 50% tariffs on aircraft made in Canada.
🇨🇺 Trump also declared a state of emergency and launched tariff procedures against countries supplying oil to Cuba.
🇮🇷 At the same time, he pinned a post on Truth Social threatening Iran, stating that “very powerful US ships are heading toward Iran.”
Against this backdrop, Bitcoin dropped to $81,000, triggering massive volatility. In just 24 hours, $1.7B in positions were liquidated, with nearly $1.6B coming from longs. 🔪
Global markets fell after a weak Microsoft earnings report shook investor confidence. MSFT shares dropped nearly 12%, the worst decline since March 2020, as heavy AI spending and slowing cloud growth raised concerns about returns on AI investments, dragging the entire tech sector lower. 🤷
And that wasn’t the end:
🇨🇦 Overnight, Donald Trump said the US is revoking certification for Bombardier Global Express jets and threatened 50% tariffs on aircraft made in Canada.
🇨🇺 Trump also declared a state of emergency and launched tariff procedures against countries supplying oil to Cuba.
🇮🇷 At the same time, he pinned a post on Truth Social threatening Iran, stating that “very powerful US ships are heading toward Iran.”
Against this backdrop, Bitcoin dropped to $81,000, triggering massive volatility. In just 24 hours, $1.7B in positions were liquidated, with nearly $1.6B coming from longs. 🔪
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🤷 Bitcoin Underperformed Traditional Markets
Since July 2025, Bitcoin has lagged behind even major stock indices in percentage returns. While global equities continued to grind higher, BTC moved in the opposite direction. 📉
📊 Performance since July 2025:
▪️ EWC (Canada equity index): +35.8%
▪️EFA (Developed markets ex-US/Canada): +27.7%
▪️ NASDAQ-100: +21.6%
▪️S&P 500: +15.7%
❗️BTCUSD: -15.3%
The data highlights a rare period where Bitcoin significantly underperformed traditional financial markets, reinforcing the current risk-off mood and investors’ preference for equities over crypto.
📌 Chart by Head of Research at Delphi
Since July 2025, Bitcoin has lagged behind even major stock indices in percentage returns. While global equities continued to grind higher, BTC moved in the opposite direction. 📉
📊 Performance since July 2025:
▪️ EWC (Canada equity index): +35.8%
▪️EFA (Developed markets ex-US/Canada): +27.7%
▪️ NASDAQ-100: +21.6%
▪️S&P 500: +15.7%
❗️BTCUSD: -15.3%
The data highlights a rare period where Bitcoin significantly underperformed traditional financial markets, reinforcing the current risk-off mood and investors’ preference for equities over crypto.
📌 Chart by Head of Research at Delphi
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🚀 Binance Steps In to Support the Crypto Market
Binance announced plans to convert $1 billion worth of stablecoin reserves from its SAFU fund into Bitcoin over the next 30 days to support the crypto industry amid market uncertainty.
To maintain stability, Binance said it will rebalance the fund if its value drops below $800 million due to BTC price fluctuations, restoring SAFU back to $1 billion. 💰
Binance announced plans to convert $1 billion worth of stablecoin reserves from its SAFU fund into Bitcoin over the next 30 days to support the crypto industry amid market uncertainty.
To maintain stability, Binance said it will rebalance the fund if its value drops below $800 million due to BTC price fluctuations, restoring SAFU back to $1 billion. 💰
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🤖 AI “Revives” Satoshi: What Would Bitcoin’s Creator Say in 2026?
The head of CryptoQuant fed an AI model all of Satoshi Nakamoto’s writings 📝— forum posts, emails, and the whitepaper — then updated it on today’s Bitcoin reality:
• ~1.3M BTC held by ETFs
• ~700k BTC controlled by Strategy
• ~2.7M BTC sitting on exchanges
👉 Over half of the supply is now in the hands of intermediaries.
The AI-generated “Satoshi” reaction was blunt: instead of disintermediation, Bitcoin has drifted into re-intermediation. Ownership has shifted from self-custody to institutional claims, with investors holding paper exposure rather than private keys.
The verdict: the network is alive, adoption has arrived — but the focus moved from sovereignty and technology to price and speculation. 🤷
Bitcoin survived… but part of its original soul may have been lost. 😔
The head of CryptoQuant fed an AI model all of Satoshi Nakamoto’s writings 📝— forum posts, emails, and the whitepaper — then updated it on today’s Bitcoin reality:
• ~1.3M BTC held by ETFs
• ~700k BTC controlled by Strategy
• ~2.7M BTC sitting on exchanges
👉 Over half of the supply is now in the hands of intermediaries.
The AI-generated “Satoshi” reaction was blunt: instead of disintermediation, Bitcoin has drifted into re-intermediation. Ownership has shifted from self-custody to institutional claims, with investors holding paper exposure rather than private keys.
The verdict: the network is alive, adoption has arrived — but the focus moved from sovereignty and technology to price and speculation. 🤷
Bitcoin survived… but part of its original soul may have been lost. 😔
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⚠️ Bearish Signal for BTC: Below the 100 WMA 🧸
📉Bitcoin has dropped below the 100-week moving average — a level that historically signals serious trouble. Back in 2022, this breakdown marked the final confirmation of a full-blown bear market.
Bulls still have a chance to invalidate the scenario, but the task is tough: BTC needs a weekly close above $88,000. Until that happens, downside risks remain elevated and sentiment stays fragile.
Can buyers step in fast enough… or is this déjà vu? 👀
📉Bitcoin has dropped below the 100-week moving average — a level that historically signals serious trouble. Back in 2022, this breakdown marked the final confirmation of a full-blown bear market.
Bulls still have a chance to invalidate the scenario, but the task is tough: BTC needs a weekly close above $88,000. Until that happens, downside risks remain elevated and sentiment stays fragile.
Can buyers step in fast enough… or is this déjà vu? 👀
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🇺🇸 Trump Nominates Kevin Warsh as Fed Chair
Donald Trump has officially nominated Kevin Warsh as the next Chairman of the Federal Reserve.
Warsh is known as a crypto-skeptic: he has repeatedly criticized Bitcoin and digital assets, warning about financial stability risks and the lack of clear regulation. He supports tighter monetary discipline and is not considered friendly to the crypto industry. 🤔
If confirmed by the Senate, Warsh is expected to officially take over as Fed Chair in 2026, marking a potentially tougher stance on both monetary policy and crypto markets.
Donald Trump has officially nominated Kevin Warsh as the next Chairman of the Federal Reserve.
Warsh is known as a crypto-skeptic: he has repeatedly criticized Bitcoin and digital assets, warning about financial stability risks and the lack of clear regulation. He supports tighter monetary discipline and is not considered friendly to the crypto industry. 🤔
If confirmed by the Senate, Warsh is expected to officially take over as Fed Chair in 2026, marking a potentially tougher stance on both monetary policy and crypto markets.
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💥 Historic Crash in Precious Metals
📉 Gold and silver saw a brutal sell-off after a sharp surge in the US dollar.
• Silver plunged ~30% intraday — the largest drop ever. 🙀
• Gold fell ~10% — the worst move since 1983.
Other metals (copper, platinum, palladium) followed. 🤷
Trigger: markets reacted to confirmation that Donald Trump nominated Kevin Warsh as Fed Chair.
👤 Who is Kevin Warsh?
Warsh is a former Fed governor, known for a hawkish stance, strong-dollar policy views, and a skeptical attitude toward crypto. He has repeatedly criticized Bitcoin and digital assets, warning about speculation and financial risks.
📅 When does he take office?
If approved by the Senate, Warsh is expected to officially become Fed Chair in 2026.
📉 Markets read the nomination as:
• Lower odds of intentional dollar devaluation
• A signal to lock in profits after overheated rallies
• A reason to exit “safe-haven” assets
Despite the crash, gold is still up ~10% YTD, silver ~14%. 🧐
📉 Gold and silver saw a brutal sell-off after a sharp surge in the US dollar.
• Silver plunged ~30% intraday — the largest drop ever. 🙀
• Gold fell ~10% — the worst move since 1983.
Other metals (copper, platinum, palladium) followed. 🤷
Trigger: markets reacted to confirmation that Donald Trump nominated Kevin Warsh as Fed Chair.
👤 Who is Kevin Warsh?
Warsh is a former Fed governor, known for a hawkish stance, strong-dollar policy views, and a skeptical attitude toward crypto. He has repeatedly criticized Bitcoin and digital assets, warning about speculation and financial risks.
📅 When does he take office?
If approved by the Senate, Warsh is expected to officially become Fed Chair in 2026.
📉 Markets read the nomination as:
• Lower odds of intentional dollar devaluation
• A signal to lock in profits after overheated rallies
• A reason to exit “safe-haven” assets
Despite the crash, gold is still up ~10% YTD, silver ~14%. 🧐
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🌪 Crypto Market Turbulence
Another wave of volatility hit the crypto market.
📉BTC dropped below $77,000, marking its sharpest downside move since spring 2025.
In the past 24 hours, 411,000 traders were liquidated for $2.53B — a staggering $2.4B in longs (no surprise), while shorts somehow still managed to lose $112M.
ETH also took a hit, falling to $2,300, its lowest level since summer 2025. 🙀
High leverage, crowded long positions, and panic selling once again amplified the move.
Is anyone checking on Tom Lee? 😳
Another wave of volatility hit the crypto market.
📉BTC dropped below $77,000, marking its sharpest downside move since spring 2025.
In the past 24 hours, 411,000 traders were liquidated for $2.53B — a staggering $2.4B in longs (no surprise), while shorts somehow still managed to lose $112M.
ETH also took a hit, falling to $2,300, its lowest level since summer 2025. 🙀
High leverage, crowded long positions, and panic selling once again amplified the move.
Is anyone checking on Tom Lee? 😳
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📊 Bitcoin Closes January in the Red
Bitcoin finished January negative, marking four consecutive red months — a pattern seen only twice in BTC history (2014 and 2018). 👀
Historically, a red January was always followed by a green February. However, hopes are fading this time: BTC is already down over 4% in February, briefly dropping below $75,000 overnight before rebounding to around $76.5K. 📉
Despite the bounce, the bearish trend remains clear, and market sentiment stays fragile. 😟
Bitcoin finished January negative, marking four consecutive red months — a pattern seen only twice in BTC history (2014 and 2018). 👀
Historically, a red January was always followed by a green February. However, hopes are fading this time: BTC is already down over 4% in February, briefly dropping below $75,000 overnight before rebounding to around $76.5K. 📉
Despite the bounce, the bearish trend remains clear, and market sentiment stays fragile. 😟
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Strategy Adds Another $75M in Bitcoin
💵 Strategy has purchased 855 BTC for $75.3M between Jan 26 and Feb 1, at an average price of $87,974 per coin.
As of Feb 1, the company holds 713,502 BTC — over 3% of Bitcoin’s total supply. Since 2020, Strategy has spent roughly $54.26B accumulating its position. 🙀
The firm’s average purchase price is ~$76,052 per BTC. Notably, since the evening of Jan 31, Bitcoin has briefly dipped below this level several times, putting Strategy’s conviction to the test — once again. 🤔
💵 Strategy has purchased 855 BTC for $75.3M between Jan 26 and Feb 1, at an average price of $87,974 per coin.
As of Feb 1, the company holds 713,502 BTC — over 3% of Bitcoin’s total supply. Since 2020, Strategy has spent roughly $54.26B accumulating its position. 🙀
The firm’s average purchase price is ~$76,052 per BTC. Notably, since the evening of Jan 31, Bitcoin has briefly dipped below this level several times, putting Strategy’s conviction to the test — once again. 🤔
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🔍 Did Epstein Have a Hand in Bitcoin’s Early Days?
Newly declassified documents have reignited speculation around Jeffrey Epstein’s possible links to Bitcoin’s early development.
Key revelations:
▪️ In 2011, Epstein sought contact with Gavin Andresen (lead BTC developer) and Amir Taaki (early Bitcoin contributor).
▪️ He invested in Bitcoin and crypto startups.
▪️ In 2016, Epstein confirmed meetings with some Bitcoin founders.
▪️ Previously released documents show Epstein funded MIT, and part of that money was used to pay core Bitcoin developers’ salaries.
There’s no proof he influenced Bitcoin’s design — but the connections suggest Epstein may have known far more about BTC’s early ecosystem than previously assumed 👀
Newly declassified documents have reignited speculation around Jeffrey Epstein’s possible links to Bitcoin’s early development.
Key revelations:
▪️ In 2011, Epstein sought contact with Gavin Andresen (lead BTC developer) and Amir Taaki (early Bitcoin contributor).
▪️ He invested in Bitcoin and crypto startups.
▪️ In 2016, Epstein confirmed meetings with some Bitcoin founders.
▪️ Previously released documents show Epstein funded MIT, and part of that money was used to pay core Bitcoin developers’ salaries.
There’s no proof he influenced Bitcoin’s design — but the connections suggest Epstein may have known far more about BTC’s early ecosystem than previously assumed 👀
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👌 Barry Silbert: This Correction Is a Gift
Barry Silbert, founder of Digital Currency Group and Grayscale, says the current market correction is a “gift from the crypto gods.” 🎁
According to him, the sell-off is doing what every healthy cycle needs — flushing out excessive leverage and low-quality tokens, leaving the market stronger and cleaner.
Silbert believes a major capital rotation into crypto is approaching and that now is the time to choose high-conviction assets rather than chase noise.
🎯 His picks:
• BTC
• ETH
• SOL
• ZEC
• TAO
• Bittensor subnet tokens
Message is clear: volatility hurts, but opportunities are born during cleanups, not at euphoric highs. 🚀
Barry Silbert, founder of Digital Currency Group and Grayscale, says the current market correction is a “gift from the crypto gods.” 🎁
According to him, the sell-off is doing what every healthy cycle needs — flushing out excessive leverage and low-quality tokens, leaving the market stronger and cleaner.
Silbert believes a major capital rotation into crypto is approaching and that now is the time to choose high-conviction assets rather than chase noise.
🎯 His picks:
• BTC
• ETH
• SOL
• ZEC
• TAO
• Bittensor subnet tokens
Message is clear: volatility hurts, but opportunities are born during cleanups, not at euphoric highs. 🚀
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