🐻 Why Bears Are Likely to Lose
Bernstein analysts argue that the bearish case for Bitcoin is now one of the weakest in history, with few strong arguments left to justify a prolonged decline.
Key factors:
▪️ Big capital has entered the market.
Spot ETFs and clearer US regulation have attracted long-term institutional investors rather than short-term speculators.
▪️ Miners are more resilient.
Their revenues are no longer tied solely to BTC, with added income from AI workloads, data centers, and energy contracts.
▪️ Lower political risk.
Crypto is now part of the US policy agenda, and the market no longer prices in sudden bans.
Bernstein also reiterates a $150K BTC price target for this year. 🔥
Bullish tailwinds:
🔹 More companies are holding BTC as a reserve asset instead of USD
🔹 Supply squeeze: very little free BTC left on exchanges
🔹 Potential liquidity growth amid future Fed rate cuts
These arguments look convincing — but bears don’t seem ready to give up yet, as BTC has slipped back below $70k 🧐
Bernstein analysts argue that the bearish case for Bitcoin is now one of the weakest in history, with few strong arguments left to justify a prolonged decline.
Key factors:
▪️ Big capital has entered the market.
Spot ETFs and clearer US regulation have attracted long-term institutional investors rather than short-term speculators.
▪️ Miners are more resilient.
Their revenues are no longer tied solely to BTC, with added income from AI workloads, data centers, and energy contracts.
▪️ Lower political risk.
Crypto is now part of the US policy agenda, and the market no longer prices in sudden bans.
Bernstein also reiterates a $150K BTC price target for this year. 🔥
Bullish tailwinds:
🔹 More companies are holding BTC as a reserve asset instead of USD
🔹 Supply squeeze: very little free BTC left on exchanges
🔹 Potential liquidity growth amid future Fed rate cuts
These arguments look convincing — but bears don’t seem ready to give up yet, as BTC has slipped back below $70k 🧐
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📱 Strategy Buys More Bitcoin
Strategy has added 1,142 BTC to its balance sheet, spending $90 million at an average price of $78,815 per coin. 💵
As of February 8, 2026, the company holds 714,644 BTC, acquired for a total of $54.35 billion at an average price of $76,056 per BTC.
The purchase highlights Strategy’s continued commitment to Bitcoin accumulation, even at elevated price levels.
This time, however, the timing wasn’t perfect — Strategy missed the chance to buy around $60,000 and rushed in closer to $78k 😁
Strategy has added 1,142 BTC to its balance sheet, spending $90 million at an average price of $78,815 per coin. 💵
As of February 8, 2026, the company holds 714,644 BTC, acquired for a total of $54.35 billion at an average price of $76,056 per BTC.
The purchase highlights Strategy’s continued commitment to Bitcoin accumulation, even at elevated price levels.
This time, however, the timing wasn’t perfect — Strategy missed the chance to buy around $60,000 and rushed in closer to $78k 😁
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🛏 Has Satoshi Nakamoto Awakened?
Two days ago, an unknown wallet sent 2.56 BTC (~$180,000) to an address associated with Bitcoin’s creator, Satoshi Nakamoto. Historically, transfers to this wallet were usually symbolic — rarely exceeding $50. 🤔
What makes this notable is the scale of Satoshi’s holdings: at current prices, they’re estimated at around $75 billion. Against that backdrop, $180k is essentially pocket change.
The transfer has reignited speculation across the crypto community. Is this just another random donation, or could it hint at something more deliberate?
Is Satoshi quietly consolidating dust from multiple wallets — or just reminding the market that he’s still watching? 😏
Two days ago, an unknown wallet sent 2.56 BTC (~$180,000) to an address associated with Bitcoin’s creator, Satoshi Nakamoto. Historically, transfers to this wallet were usually symbolic — rarely exceeding $50. 🤔
What makes this notable is the scale of Satoshi’s holdings: at current prices, they’re estimated at around $75 billion. Against that backdrop, $180k is essentially pocket change.
The transfer has reignited speculation across the crypto community. Is this just another random donation, or could it hint at something more deliberate?
Is Satoshi quietly consolidating dust from multiple wallets — or just reminding the market that he’s still watching? 😏
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🐃 A Bullish Signal for BTC?
In a recent episode of Mad Money, Jim Cramer said that Bitcoin has “lost its luster.” 🔥
Given Cramer’s long-standing reputation as a contrarian indicator, the crypto community on X (Twitter) took the comment as a bullish sign rather than a bearish one.
Historically, Cramer’s negative calls have often coincided with market bottoms or the early stages of reversals — which is why many traders are now jokingly labeling this as a potential BTC buy signal.📈💵
In a recent episode of Mad Money, Jim Cramer said that Bitcoin has “lost its luster.” 🔥
Given Cramer’s long-standing reputation as a contrarian indicator, the crypto community on X (Twitter) took the comment as a bullish sign rather than a bearish one.
Historically, Cramer’s negative calls have often coincided with market bottoms or the early stages of reversals — which is why many traders are now jokingly labeling this as a potential BTC buy signal.📈💵
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🙏 A New Hope for Crypto Bulls
Crypto analysts have found a fresh reason for optimism: Bitcoin has never closed both January and February in the red consecutively. 🤔
This historical pattern is now being cited as a potential bullish signal, fueling expectations that BTC could push back above $80k before the end of the month. 📈
While such seasonality arguments are hardly a guarantee, they offer the market a simple narrative to lean on — especially in times when sentiment needs even the smallest spark of hope. 🥹
Crypto analysts have found a fresh reason for optimism: Bitcoin has never closed both January and February in the red consecutively. 🤔
This historical pattern is now being cited as a potential bullish signal, fueling expectations that BTC could push back above $80k before the end of the month. 📈
While such seasonality arguments are hardly a guarantee, they offer the market a simple narrative to lean on — especially in times when sentiment needs even the smallest spark of hope. 🥹
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📉 Bitcoin Hashprice Hits $0.03 per TH
Bitcoin’s hashprice — the revenue miners earn per terahash — has dropped to around $0.03/TH, putting heavy pressure on mining profitability. 🛠
As a result, the network adjusted mining difficulty down by 11%, marking the largest negative difficulty change since China’s mining ban in 2021. 🗒
Bitcoin’s hashprice — the revenue miners earn per terahash — has dropped to around $0.03/TH, putting heavy pressure on mining profitability. 🛠
As a result, the network adjusted mining difficulty down by 11%, marking the largest negative difficulty change since China’s mining ban in 2021. 🗒
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Hyperliquid Quietly Overtakes Coinbase! 🔥
The decentralized exchange Hyperliquid is quietly outperforming public giant Coinbase across key metrics. 💹
Total trading volume on Hyperliquid has reached $2.6 trillion, compared to $1.4 trillion on Coinbase. Market performance also tells a contrasting story: HYPE is up 31% YTD, while Coinbase shares are down 27% over the same period. 📊
The data highlights a broader shift in market structure — as traders increasingly favor high-performance DEXs, decentralized platforms are starting to rival and even surpass centralized exchanges on scale and efficiency. 💪
The decentralized exchange Hyperliquid is quietly outperforming public giant Coinbase across key metrics. 💹
Total trading volume on Hyperliquid has reached $2.6 trillion, compared to $1.4 trillion on Coinbase. Market performance also tells a contrasting story: HYPE is up 31% YTD, while Coinbase shares are down 27% over the same period. 📊
The data highlights a broader shift in market structure — as traders increasingly favor high-performance DEXs, decentralized platforms are starting to rival and even surpass centralized exchanges on scale and efficiency. 💪
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⛏️ Bitcoin Nears 20 Million Mined Coins
In roughly one month, Bitcoin will cross a major milestone: 20 million BTC mined out of the hard cap of 21 million. 🙀
That means only 1 million BTC will remain to be mined — a process that will stretch over the next ~120 years due to Bitcoin’s halving schedule and decreasing block rewards. 👀
This milestone highlights Bitcoin’s built-in scarcity and long-term supply shock. With most coins already in circulation and demand continuing to grow, the narrative of digital gold becomes even harder to ignore. 🤔
In roughly one month, Bitcoin will cross a major milestone: 20 million BTC mined out of the hard cap of 21 million. 🙀
That means only 1 million BTC will remain to be mined — a process that will stretch over the next ~120 years due to Bitcoin’s halving schedule and decreasing block rewards. 👀
This milestone highlights Bitcoin’s built-in scarcity and long-term supply shock. With most coins already in circulation and demand continuing to grow, the narrative of digital gold becomes even harder to ignore. 🤔
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⚰️ Bitcoin Has Been “Declared Dead” 463 Times
Since 2010, Bitcoin has been pronounced “dead” 463 times by critics and media headlines.
😵 If you had invested just $100 in BTC after each of those obituaries, today that “dead Bitcoin” portfolio would be worth around $73.5 million.
Moments of fear, doubt, and negative sentiment have repeatedly turned out to be long-term buying opportunities. And judging by the current mood, today might be one of those moments again — maybe worth another $100 😉
Since 2010, Bitcoin has been pronounced “dead” 463 times by critics and media headlines.
😵 If you had invested just $100 in BTC after each of those obituaries, today that “dead Bitcoin” portfolio would be worth around $73.5 million.
Moments of fear, doubt, and negative sentiment have repeatedly turned out to be long-term buying opportunities. And judging by the current mood, today might be one of those moments again — maybe worth another $100 😉
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📊 Glassnode: BTC Market Structure Echoes Early May 2022
🔎 On-chain analytics firm Glassnode notes that Bitcoin’s current market structure — particularly unrealized losses of ~16% of BTC’s market cap at ~$70K — resembles conditions seen in early May 2022, around the time of the Terra-Luna collapse. 📉
That period was marked by rising selling pressure and broader downside momentum, and the similarity has sparked discussion among analysts about market sentiment and potential stress points. The metric reflects how many holders are in the red and can help gauge market pain versus past correction phases.🤕🤒
While this doesn’t guarantee a repeat of 2022’s larger downturn, it highlights the importance of on-chain indicators in understanding where BTC stands in the current cycle. 👀
🔎 On-chain analytics firm Glassnode notes that Bitcoin’s current market structure — particularly unrealized losses of ~16% of BTC’s market cap at ~$70K — resembles conditions seen in early May 2022, around the time of the Terra-Luna collapse. 📉
That period was marked by rising selling pressure and broader downside momentum, and the similarity has sparked discussion among analysts about market sentiment and potential stress points. The metric reflects how many holders are in the red and can help gauge market pain versus past correction phases.🤕🤒
While this doesn’t guarantee a repeat of 2022’s larger downturn, it highlights the importance of on-chain indicators in understanding where BTC stands in the current cycle. 👀
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😐 Binance Controls 87% of Trump Family Stablecoin Supply
According to Forbes, Binance controls around 87% of the supply of the USD1 stablecoin, linked to the Trump family. That’s roughly $4.7B out of $5.4B in circulation — an unprecedented level of concentration for a major stablecoin. 💵
This comes alongside several notable developments:
• In October, Donald Trump pardoned Binance founder Changpeng Zhao.
• The SEC dropped its case against Binance shortly after USD1 was listed.
• Following the listing, Binance began actively promoting the USD1 stablecoin.
An interesting detail: Binance US holds only 1,119 USD1, suggesting that most of the liquidity and holders are located outside the United States. 🤔
According to Forbes, Binance controls around 87% of the supply of the USD1 stablecoin, linked to the Trump family. That’s roughly $4.7B out of $5.4B in circulation — an unprecedented level of concentration for a major stablecoin. 💵
This comes alongside several notable developments:
• In October, Donald Trump pardoned Binance founder Changpeng Zhao.
• The SEC dropped its case against Binance shortly after USD1 was listed.
• Following the listing, Binance began actively promoting the USD1 stablecoin.
An interesting detail: Binance US holds only 1,119 USD1, suggesting that most of the liquidity and holders are located outside the United States. 🤔
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📝 What’s Next: Bull Market or Bear Market?
After a second consecutive double-digit weekly decline, analysts at K33 Research expect Bitcoin to enter a period of stagnation between $60k and $75k. 👀
At the same time, they note a high probability that the market is approaching a bottom. Current on-chain and market metrics are hovering near levels last seen at major cycle lows in 2018, 2020, and 2022. 📉
In short, downside pressure remains, but historical data suggests BTC may be closer to exhaustion than to the start of a new deep sell-off. 🤔
After a second consecutive double-digit weekly decline, analysts at K33 Research expect Bitcoin to enter a period of stagnation between $60k and $75k. 👀
At the same time, they note a high probability that the market is approaching a bottom. Current on-chain and market metrics are hovering near levels last seen at major cycle lows in 2018, 2020, and 2022. 📉
In short, downside pressure remains, but historical data suggests BTC may be closer to exhaustion than to the start of a new deep sell-off. 🤔
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🏛 US Banks Take a Hard Line on the Clarity Act
US banks have pushed a tough stance during White House discussions on the Clarity Act, insisting that stablecoins should not offer any yield. Their position aims to limit competition with traditional banking products and keep interest-bearing assets firmly under bank control. 🤷
Against this backdrop, Bitcoin is being pressed toward the lower bound of its current range. A breakdown below this level could open the door to a return to February 5 price levels 🌡
US banks have pushed a tough stance during White House discussions on the Clarity Act, insisting that stablecoins should not offer any yield. Their position aims to limit competition with traditional banking products and keep interest-bearing assets firmly under bank control. 🤷
Against this backdrop, Bitcoin is being pressed toward the lower bound of its current range. A breakdown below this level could open the door to a return to February 5 price levels 🌡
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🏦 Goldman Sachs Holds $2.3B in Crypto
According to the latest disclosures, Goldman Sachs now holds around $2.3 billion in crypto assets. 💰
Portfolio breakdown:
▪️ BTC — $1.1B
▪️ ETH — $1.0B
▪️ XRP — $153M
▪️ SOL — $108M
The numbers highlight how deeply traditional finance is already exposed to crypto — not just Bitcoin and Ethereum, but also major altcoins.
The real question now isn’t if institutions are in crypto, but how much volatility they’re willing to sit through when markets get rough 🤔
According to the latest disclosures, Goldman Sachs now holds around $2.3 billion in crypto assets. 💰
Portfolio breakdown:
▪️ BTC — $1.1B
▪️ ETH — $1.0B
▪️ XRP — $153M
▪️ SOL — $108M
The numbers highlight how deeply traditional finance is already exposed to crypto — not just Bitcoin and Ethereum, but also major altcoins.
The real question now isn’t if institutions are in crypto, but how much volatility they’re willing to sit through when markets get rough 🤔
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😭 SharpLink Makes $1M per Week on Ethereum Staking
SharpLink is earning around $1 million per week from Ethereum staking, proving that yield strategies can shine even in tough market conditions.
Over the past 7 days, the company added 552 ETH to its treasury as staking rewards. Since launching the program on June 2, 2025, total rewards have already reached 13,113 ETH. 💰
While prices may be under pressure, consistent staking income helps smooth out volatility. Turns out, a bear market feels a lot less painful when you prepared for it in advance. 💪
SharpLink is earning around $1 million per week from Ethereum staking, proving that yield strategies can shine even in tough market conditions.
Over the past 7 days, the company added 552 ETH to its treasury as staking rewards. Since launching the program on June 2, 2025, total rewards have already reached 13,113 ETH. 💰
While prices may be under pressure, consistent staking income helps smooth out volatility. Turns out, a bear market feels a lot less painful when you prepared for it in advance. 💪
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🤔 Van de Poppe: Final Stage of the Bear Market
🕵️♂️ Crypto analyst Michaël van de Poppe believes the crypto market peaked in December 2024 and is now going through the final phase of the bear market, with Bitcoin likely near its bottom.
Supporting this view, the Fear & Greed Index has dropped to levels last seen during COVID-19 panic and the Terra collapse. Historically, both periods were followed by strong Bitcoin rallies. 🧐
In short, sentiment is deeply pessimistic — and in crypto, that has often marked the moment when the market quietly prepares for its next major move up. 🚀
🕵️♂️ Crypto analyst Michaël van de Poppe believes the crypto market peaked in December 2024 and is now going through the final phase of the bear market, with Bitcoin likely near its bottom.
Supporting this view, the Fear & Greed Index has dropped to levels last seen during COVID-19 panic and the Terra collapse. Historically, both periods were followed by strong Bitcoin rallies. 🧐
In short, sentiment is deeply pessimistic — and in crypto, that has often marked the moment when the market quietly prepares for its next major move up. 🚀
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Binance has officially completed its $1 billion Bitcoin purchase program for the SAFU fund 💰
💸 As a result, the SAFU wallet now holds around 15,000 BTC, strengthening Binance’s reserve backing and risk protection buffer.
However, despite such a large institutional buy, the market reaction has been muted. For now, this demand hasn’t been enough to help Bitcoin confidently reclaim and hold above the $70k level 😞
💸 As a result, the SAFU wallet now holds around 15,000 BTC, strengthening Binance’s reserve backing and risk protection buffer.
However, despite such a large institutional buy, the market reaction has been muted. For now, this demand hasn’t been enough to help Bitcoin confidently reclaim and hold above the $70k level 😞
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👻 Crypto Fear & Greed Index Hits Record Lows
The Crypto Fear & Greed Index has plunged to 5 out of 100, marking a level of extreme fear — even lower than during the Terra collapse in 2022. 📉
Such readings reflect deep pessimism, forced selling, and widespread uncertainty across the market.
👀 Historically, moments of extreme fear have often appeared near major bottoms, when sentiment is at its worst and risk appetite disappears. But no one guarantees that Bitcoin won't fall even lower, even below $60,000 and get stuck there for years to come...🤷
The Crypto Fear & Greed Index has plunged to 5 out of 100, marking a level of extreme fear — even lower than during the Terra collapse in 2022. 📉
Such readings reflect deep pessimism, forced selling, and widespread uncertainty across the market.
👀 Historically, moments of extreme fear have often appeared near major bottoms, when sentiment is at its worst and risk appetite disappears. But no one guarantees that Bitcoin won't fall even lower, even below $60,000 and get stuck there for years to come...🤷
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🤔 Is the “Age of Speculation” in Crypto Ending?
👨💼 Galaxy Digital CEO Mike Novogratz believes the current downturn is more than a simple correction — it may signal a structural shift in the crypto industry.
What’s happening:
• BTC is down 21% YTD and nearly 50% from its October 2025 peak
• There’s no single shock like FTX, though Fear & Greed is already at extreme lows 🥶
• The market is still digesting the $19.3B liquidation event in October, when 1.6M traders were wiped out in a single day 🔪
• Retail investors chase 10x–30x returns, while institutions bring a very different, lower-risk mindset 🏦
What’s next:
➠ Speculation won’t disappear, but it may fade into the background
➠ Crypto rails will increasingly support real-world assets
➠ Tokenized stocks and RWAs with more modest returns could become the new norm
Crypto may be growing up — fewer moonshots, more structure, and a very different market dynamic ahead. 🤔
👨💼 Galaxy Digital CEO Mike Novogratz believes the current downturn is more than a simple correction — it may signal a structural shift in the crypto industry.
What’s happening:
• BTC is down 21% YTD and nearly 50% from its October 2025 peak
• There’s no single shock like FTX, though Fear & Greed is already at extreme lows 🥶
• The market is still digesting the $19.3B liquidation event in October, when 1.6M traders were wiped out in a single day 🔪
• Retail investors chase 10x–30x returns, while institutions bring a very different, lower-risk mindset 🏦
What’s next:
➠ Speculation won’t disappear, but it may fade into the background
➠ Crypto rails will increasingly support real-world assets
➠ Tokenized stocks and RWAs with more modest returns could become the new norm
Crypto may be growing up — fewer moonshots, more structure, and a very different market dynamic ahead. 🤔
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🤔 Could USDT Overtake ETH and BTC by Market Cap?
🔎 Bloomberg’s senior strategist Mike McGlone suggests a scenario where USDT could surpass both Ethereum and Bitcoin in market capitalization.
His outlook is based on a highly bearish forecast: ETH falling to $1,500 and BTC dropping to $10,000. In such a risk-off environment, McGlone argues that capital could continue flowing into stablecoins, boosting their dominance while major crypto assets lose value 😬
🔎 Bloomberg’s senior strategist Mike McGlone suggests a scenario where USDT could surpass both Ethereum and Bitcoin in market capitalization.
His outlook is based on a highly bearish forecast: ETH falling to $1,500 and BTC dropping to $10,000. In such a risk-off environment, McGlone argues that capital could continue flowing into stablecoins, boosting their dominance while major crypto assets lose value 😬
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🕵️ Crypto Conspiracy Theory: Arrests = BTC Bottoms?
Crypto Twitter has spotted a curious pattern: every local Bitcoin bottom seems to coincide with the arrest of a major “crypto CEO” — followed by a parabolic market rally 🤨
Examples often cited:
▪️ 2019 — Alexander Vinnik (BTC-e)
▪️ 2022–2023 — Do Kwon & Sam Bankman-Fried (Terra, FTX)
▪️ 2024 — CZ (Binance)
The latest addition to the list: Braden Karony, CEO of SafeMoon.
Of course, this is pure crypto folklore — correlation, not causation. But in a market that thrives on narratives, some traders are already joking: new arrest = new bottom.
Coincidence… or just another chapter in crypto’s favorite conspiracy book? 👀
Crypto Twitter has spotted a curious pattern: every local Bitcoin bottom seems to coincide with the arrest of a major “crypto CEO” — followed by a parabolic market rally 🤨
Examples often cited:
▪️ 2019 — Alexander Vinnik (BTC-e)
▪️ 2022–2023 — Do Kwon & Sam Bankman-Fried (Terra, FTX)
▪️ 2024 — CZ (Binance)
The latest addition to the list: Braden Karony, CEO of SafeMoon.
Of course, this is pure crypto folklore — correlation, not causation. But in a market that thrives on narratives, some traders are already joking: new arrest = new bottom.
Coincidence… or just another chapter in crypto’s favorite conspiracy book? 👀
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