Jia Lilly

$BTC Bitcoin's Shock Drop Just Compressed an Entire Bear Phase Into Weeks And Most People Missed the Signal
Let me be honest with you for a second.
If this drop caught you off guard, it wasn't because the market did something unexpected. It's because the market did what it always does, just way faster than anyone was mentally prepared for.
That's the real story here. Not the red candles. Not the liquidation numbers. The speed.
The Playbook Hasn't Changed. The Clock Has.
Strip everything back to basics and Bitcoin is still running the same four-year engine it always has. Halving in 2024 laid the groundwork. 2025 was supposed to bring expansion. And it did, until the market reminded everyone that expansion doesn't mean straight up.
What caught people sleeping was the tempo shift. Previous cycles gave you months of slow grinding pain before the real shakeout hit. This time? The market decided slow wasn't going to cut it anymore.
Think about what actually happened. We saw a double top pattern form around $109K and $125K that mirrors the $60K to $69K structure from last cycle almost perfectly. Price lost the 50-day moving average, chopped around the 100, and now the 200-day moving average is sitting there like a gravity well pulling everything toward it.
If that pattern completes the way history says it should, then somewhere between $50K and $60K becomes the zone where the next real foundation gets built. Not because Bitcoin failed. Because cycles breathe. They expand and they contract. That's literally how this works.
Why the Market Chose Violence This Time
Here's something most people won't tell you straight. The slow bleed model is dead. It doesn't work on this generation of traders anymore.
Back in 2018 and even through chunks of 2022, the market could grind people down over months. Slow drip torture. Death by a thousand red candles. People would gradually lose hope, close their apps, walk away defeated.
That psychology doesn't hit the same way anymore. Too many people have seen it, survived it, and built tolerance to it. So the market adapted. Instead of slow pain, it chose fast violence.
A $2.4 billion liquidation event in a single day isn't a glitch. It's the market doing in 24 hours what used to take three months. Leverage gets flushed. Weak positions get vaporized. And the playing field resets at breakneck speed.
Add institutional money, deeper ETF liquidity, and algorithmic trading into the mix and you get cascade mechanics that simply didn't exist in earlier cycles. The infrastructure of the market has changed even though the underlying cycle hasn't.
The result is what I'd call a compressed reset. Same outcome as a slow bear. Fraction of the time.
What I'm Actually Doing With My Own Money
I could sit here and give you a bunch of theoretical frameworks and pretend I'm above the emotional side of this. But that would be dishonest and you'd see through it anyway.
Here's what's really happening on my end.
I haven't changed a single name in my portfolio. It's still Bitcoin taking the largest allocation, Ethereum right behind it, and Solana as the higher-volatility satellite position. Same three. Same structure. Same conviction.
What changed is the pace of accumulation. When the selloff picked up speed, I matched it. My daily buys roughly tripled compared to what I was running during calmer stretches. Not because I think I've found the bottom. I haven't. Nobody has. But because I know from experience that the market doesn't send you a polite invitation when it's time to buy.
If price pushes deeper into the low $60K range, I'm prepared to lean in harder. Not in one lump shot. That's gambling dressed up as strategy. But with more weight behind each daily entry than I'd normally commit.
The logic is straightforward. When markets drop this hard and this fast, the recovery tends to snap back with equal aggression. The people who were accumulating during the fear don't just do well. They tend to dramatically outperform the ones who waited for perfect confirmation that the bottom was in.
By the time confirmation arrives, a huge chunk of the recovery has already happened.
The Part Nobody Wants to Hear
Every cycle has a moment where it tests whether your conviction is real or just something you say online when prices are green. This is that moment.
The market applies pressure until something breaks. Either the price structure breaks and finds a new floor, or your discipline breaks and you sell into the fear. One of those two things has to give. And the market has infinite patience.
This isn't about courage. I want to be clear about that. Buying into a crash doesn't make you brave. It makes you structured. There's a difference. Brave people act on instinct. Structured people act on a plan that was written before the chaos started.
If you don't have a plan right now, specific levels, specific allocations, specific rules for when you deploy and when you sit on your hands, then the market is going to make your decisions for you. And the market does not have your best interests in mind.
So Where Does That Leave Us
Exactly where the cycle says we should be. In the uncomfortable middle ground between peak euphoria and real capitulation. The zone where most people either make the decisions that define their next few years of financial life or they make the mistake of letting emotion drive the car.
The framework hasn't failed. The speed just increased. And if you can accept that the destination is the same even though the road got rougher and faster, then you already have an edge over the majority of participants who are still processing what just happened.
Build position while others debate whether it's over.
Stay structured while others react emotionally.
And when the expansion phase eventually kicks in, because it always does, you'll understand exactly why these weeks mattered more than any green candle ever could.
The question isn't whether recovers. The question is whether you'll have a meaningful position when it does.

A $30,000 wipeout in under ten days will do things to market psychology. went from sitting comfortably above $90,000 on January 28th to touching $60,000 by Friday morning, and the sentiment numbers reflect exactly how much that hurt.
The Fear and Greed Index crashed to 6. For context, we haven't seen a reading that low since August 2019. The index runs from zero (pure panic) to 100 (peak euphoria), with market momentum and volatility driving about half the score. A reading of 6 basically means the market is curled up in the fetal position.
Bitcoin clawed back to around $69,000 at last check, but that bounce hasn't done much to calm nerves. The index kept sliding even as price stabilized, which tells you something about how deeply this selloff rattled people. When prices were pushing $95,000 in mid-January, nobody saw this coming. That's partly what makes it sting so much the speed of the decline left almost no room to react.
Now here's where it gets interesting. The Buffett crowd will tell you extreme fear is where opportunities live. Buy when there's blood in the streets and all that. And historically, there's some truth to it sharp drops in this index have occasionally marked turning points where sellers finally run out of steam and buyers step in.
But before loading up the truck, it's worth remembering what actually happened the last time this index was this low. Back in 2019, Bitcoin had already bounced significantly off the $3,500 bear market bottom and was trading two to three times higher. Sentiment was still terrible though. And what followed wasn't some explosive recovery BTC spent months grinding sideways, repeatedly failing to break through $10,000. The fear reading was right that the worst was over, but it didn't mean the good times were about to roll immediately.
That's the uncomfortable reality right now. Could $60,000 end up being the bottom? Absolutely possible. But a bottom doesn't automatically mean a V-shaped recovery. It could just as easily mean weeks or months of choppy, frustrating price action while the market rebuilds confidence.
The real question isn't whether sentiment can get worse at 6, there's barely any room left to fall. It's whether buyers have enough conviction to absorb whatever selling pressure is still out there. Until that gets answered, the fear isn't going anywhere fast.

Bitcoin Cash woke up. Chose violence this week. Bitcoin Cash had a jump of 20 percent which made the price go up to 544 dollars and now everyone is paying attention to Bitcoin Cash again.. Before you start thinking about what color you want your fancy car to be there are some things, about Bitcoin Cash that are worth taking a closer look at.

The situation with Bitcoin Cash on the chain is actually looking pretty good for a change.

The number of transactions went up from around 9,770 to over 14,200 in the half of February.

Bitcoin Cash is seeing an increase in transactions.

That is something. Bitcoin Cash had 4,500 extra transactions on the network in just, over two weeks.

When more people are moving Bitcoin Cash around it usually means new money is coming into Bitcoin Cash. That is exactly what you want to see happening with Bitcoin Cash when the price of Bitcoin Cash is moving like this.

People who trade futures are really hoping that Bitcoin Cash will do well. The funding rate, for Bitcoin Cash perpetuals has gone up which means most people are betting that Bitcoin Cash will go up in value. The numbers of people who lost money because they bet against Bitcoin Cash are high. People who bet against Bitcoin Cash lost one and a half million dollars but people who bet for Bitcoin Cash only lost one hundred and two thousand dollars. This is a difference. When people who bet against Bitcoin Cash lose money quickly it usually makes Bitcoin Cash go up in value even more. Bitcoin Cash futures traders are watching this. They think Bitcoin Cash will keep going up.

So what's the catch? Two things.

First the hashrate of Bitcoin Cash is dropping. For Bitcoin Cash, which's a proof-of-work chain this is not good. When miners start to step it usually means that they are not making as much money as they used to. This happens because there are miners and that makes the Bitcoin Cash network less secure.

The situation with the hashrate of Bitcoin Cash looks like it is temporary, for now.. If the price of Bitcoin Cash starts to slip and miners begin to sell their coins to pay for their operating costs the hashrate of Bitcoin Cash could get worse very quickly.

Second people who sell things for cash showed up. There was one point one million dollars in selling pressure that hit the market in the last twenty four hours. People who trade kinds of investments can be as hopeful as they want but if people who own things and sell them for cash keep making money at these levels the top level that people are trying to reach gets harder to break through. The spot sellers keep taking their profits at these levels. That makes the ceiling, for the market even harder to break through for the derivatives traders and the spot sellers.

The five hundred dollar level is really the point right now. If it stays above this point the story that things are going well will continue.. If it goes below this point all the people who bought a lot of stock with borrowed money could start selling really fast. And we know what happens when that occurs with the five hundred dollar level.

$BCH has the ingredients for continuation here, but it needs spot demand to match what futures are pricing in. Watch that hashrate trend closely too. If miners start coming back as price stabilizes, the bull case gets a lot stronger. If they don't, this rally might have an expiration date.
$ETH $BTC

Stablecoins are really the thing in the crypto world that people actually use. Everyone else is talking about things like parallelism and how to make things work faster. Stablecoins are being used more and more. They are now worth, over 266 billion dollars. People are using them to settle payments more than they use a lot of traditional payment systems.
This is not an idea anymore it is actually happening and it is a big part of the financial system now. Stablecoins are a deal and they are being used for real transactions this is the reality of the financial world and stablecoins are a major part of it.

Here is the truth that nobody likes to talk about: using stablecoins is still really bad. Let us say you want to send USDT on Ethereum. You will have to pay a lot of money like five to fifty dollars just to use the network. And it is not like it is always the same it depends on how busy the network's

Maybe you think Tron is an option because it is cheaper.. Before you can even start you need to know about things like bandwidth and energy and staking resources. These are not problems they are big issues that stop people from using stablecoins. Only people who are really, into cryptocurrency are using stablecoins now.

Plasma found this problem easily. They did not try to be better than others at doing lots of things or follow the idea about zero knowledge. Instead Plasma made a system that's really good, at one thing: making it easy to send stablecoins so it feels like using Venmo to send money to a friend. Plasma made stablecoin transfers feel like Venmo.

The way they set up the Paymaster system is really important not just what they say about it. The Paymaster system works at a basic level, which helps with the cost of sending USDT by giving out tokens in a controlled way. When people use the Paymaster system they work with stablecoins away. They do not have to buy any other tokens first they do not have to think about the cost of gas and they do not have to worry about their transactions failing.

This might seem like a thing but it actually gets rid of the biggest problem that stops people who are new to cryptocurrency from using it. The Paymaster system makes it easier for people to use cryptocurrency, like USDT without having to deal with all the things that usually come with it.

Tethers support changes this from something that's just interesting to something that is really necessary. The company that issues the stablecoins is seeing Tron handle 83 percent of USDT transfer volume. This is a problem because Tron is a network that Tether does not have control over and cannot make better. Plasma is a deal for Tether because it is a system that is made just for them.

It is like a road that is just for their product and it is set up in a way that helps Tether make money. This is very important, for Tether because it helps them with their Tether business. Tether needs this to make their Tether work better.

The consensus layer is based on PlasmaBFT which comes from the HotStuff protocol. This consensus layer focuses on what the payment system needs. It does not care much about how good it looks on paper. When you are building something to help people settle payments it is more important to have everything finalized in under one second. This is more important than being able to process a million transactions per second.

The execution layer uses Reth. It is fully compatible, with the Ethereum Virtual Machine. This means that all the tools that already work with Ethereum will also work with this system without needing any changes.

What makes XPL tokens interesting is exactly what makes them boring to speculate about. People do not need XPL tokens to make transfers. So the demand for XPL tokens comes from a main places. These are the validators who keep the XPL network safe the applications that pay for user transactions on XPL and the people who make decisions about rules for XPL. This means that XPL tokens are more about business to business deals than, about people paying fees to use XPL tokens.

The competitive landscape shows where Plasma really stands. Plasma is not trying to beat Solana when it comes to DeFi volume. Plasma is also not trying to beat Ethereum when it comes to contract dominance. Plasma is actually competing with Tron when it comes to settlement.. Plasma may also compete with traditional payment methods as rules, for stablecoins become clearer.

The current weaknesses are really clear: there are not ecosystem applications the documentation for developers is not good and the token price has dropped a lot since it was first launched. These problems are risks but they also mean there are chances, for people who are willing to wait and invest their money slowly like patient capital investors who buy the token.

The big idea is not about one project. Stablecoins are changing from something that is only used in the crypto world to a way to move money across borders. Visa is talking openly about how rules for stablecoins will affect them. Other companies that handle payments are looking for ways to work with stablecoins. This big change is making people want special systems to make it all work.. That is exactly what Plasma was made for. Stablecoins are really important, in this change.

The success of Plasma depends on how it is done. The technology is already there. The support is already there. There is a chance for Plasma to be successful in the market. What is not clear is if the team behind Plasma can make everything work together like it should. This means they have to get merchants on board, with Plasma make sure they follow all the rules find ways to turn money into Plasma money and teach people how to use Plasma.

@Plasma $XPL #plasma #Plasma

I really need to say something. Every time I hear people talking about Vanar and comparing it to Layer 1 chains by looking at how many transactions they can do per second and how many projects are using them it feels like they are trying to measure how powerful a car engine is by checking its temperature. The thing they are using to measure is real. What they are measuring does not really matter when it comes to Vanar.

Vanar is like a jet engine. You cannot measure a jet engine, with a thermometer. The thermometer is a tool but it is not the right tool to use when you are trying to figure out how powerful Vanar is.

I am Jia. I have spent a lot of time watching things go wrong with on-chain execution. I know that the big problem with Web3 is not that it is slow. The main issue is that it is not complete. What I mean by complete is that the system should be able to do everything it needs to do from start to finish without any issues.

This means the system should be able to start something do what it needs to do check that everything is okay finish the process and then record what happened without anything going wrong or falling apart into little pieces that need to be fixed by someone outside of the system. Web3 needs to be able to do all of these things on its own without needing help from outside. That is what I mean by completeness, in Web3.

Every developer who has actually made something on the blockchain knows how frustrating this is. The code you write is simple and easy to understand. Your program works exactly as you want it to when you test it..

When you put it out there on the blockchain things start to fall apart. For example a cross-DEX arbitrage call that should be one step ends up being broken down into three or four separate parts: you have to verify something here settle something there and record something somewhere else. Each part needs its special connection. If you try to run these parts at the time the whole thing starts to get shaky. The blockchain is like that. It can be really tough to work with. Every developer who has built something, on the blockchain knows that your code has to be able to handle all these separate steps and connections or it will not work right. Sometimes bugs show up that are not really about the code you wrote.
These bugs are actually about the infrastructure that's in place. This infrastructure was made to keep track of outcomes. It was not made to help with the processes. The infrastructure is the problem when these kinds of bugs appear. Bugs, like these have nothing to do with your code and everything to do with the infrastructure.

Vanar is what fills this gap. The term " chain" does not really get to the point. Vanar is designed to handle execution from the start. It does not think of computing power calls or data access as things that can be dealt with outside of the chain. Vanar puts all these things together in one place along with the actions that happen on the chain.

So Vanar has execution, verification and recording all happening together. This makes the action the main thing that happens on the Vanar chain. It all happens smoothly from start to finish. Vanar makes this process simple and easy to understand. The Vanar chain is designed to make things work well together which is what Vanar is, about.

Now think about what happens when you multiply this by a lot of AI Agents. We are in the year 2026. AI Agents are real now. They are actually doing things like making DeFi transactions managing investment portfolios and working together across protocols. But there is a problem that people do not talk about enough: when an AI Agent gets a simple instruction like "buy low sell high" it has to do a lot of things at the same time. It has to read data, from the blockchain use computer power, optimize gas verify authority and settle the transaction. If any of these things do not happen the whole operation will fail.

AI Agents have to do all of these things for DeFi transactions to work. Traditional chains focus on one transaction at a time. This makes the process seem like lots of pieces that are not connected. These pieces are coordinated outside of the chain. It is like people are just hoping that everything works out. They are using solutions to hold things together and they are crossing their fingers that it will all work. Traditional chains are really just based on transactions.

Vanar anticipated this. They made it so that Agents can handle payments and do their jobs at the time. This means Agents do not have to use help to get things done. When an Agent does something it can settle the cost. Check if it has the authority to do it all automatically. The Agent does not have to stop and ask if it is okay or wait for someone to say it is okay to pay or use someone Help to finish something that it should be able to do by itself.

This way everything is taken care of automatically. That is exactly what Vanars autonomous systems need to work well and handle a lot of things at the same time. Vanars systems can function reliably because of this.

People who are not sure will ask: does putting all this logic into the protocol layer make the chain slower and harder to change? This sounds like a point until you think about what the other option really means. When chains say they are simple, by moving things outside they are not really making things simpler. They are just moving the parts to the people who build things. It becomes more expensive to keep everything working. There are things that can go wrong. Projects that looked great in tests often become too hard to build. The idea works in theory. It does not work when you try to make it real. Vanar takes care of all the things so builders and Agents have a simple and stable place to work from the very beginning with Vanar. This means that when people start using Vanar they do not have to deal with a lot of problems thanks to Vanar. Vanar makes it easy for builders and Agents to focus on their work, with Vanar.

I also like that Vanar thinks about the things that most projects do not consider. No matter how smart an Agent is it still has to deal with things like how much it costs to use computers paying for the interface and getting permission to use data. Being able to make decisions is not useful if the Agent cannot pay for things or actually do them. Vanar accounts for these Vanar things, like payment and the ability to execute and puts them together in one system, which gets rid of the problem where Agents can think but cannot do anything. Vanar makes sure that Agents have the power to act on their decisions, which's a big deal, for Vanar.

When you think about what VANRY is it makes more sense to see it as a network that gets things done. This is a way to look at VANRY than to call it a public chain. VANRY is not trying to be the fastest at processing transactions. What it is trying to do is make sure that things work smoothly from start to finish.

At first it might seem cool to look at how many transactions can happen in a second.. When you think about it in the long run and when lots of Agents are working together on the chain and with other systems what really matters is that things get done completely. This is what will decide how far VANRY can go. VANRY is about making sure that everything works well and that is what will make it successful, in the end. VANRY is focused on execution. This is what will set it apart.

Some chains will stay cold. Just handle transfers now and then. Networks like Vanar will support the generation of Web3. One where things that happen not just records are, on the Web3 chains.

@Vanarchain $VANRY #Vanar #vanar

$BTC Bitcoin went up to around $70,178 on Friday. It was an increase of 11.3 percent in just 24 hours. That sounds really good when you first look at it.. If you look at the bigger picture things are not so good. Bitcoin actually went down by, than 14 percent this week. At one point it even went below $62,000. Then people started buying Bitcoin and the price went back up. Bitcoin is still not doing great. Bitcoin had a week.

So what is actually going on with this situation?

I want to know what is happening here with the Internet Service Provider. What is going on with the Internet Service Provider?

Antonio Di Giacomo, a market analyst says this is not just a regular pullback. He said to the Investing News Network that the market is going through a change.

The way the market used to work is different now. People do not just buy things because they think the price will go up.

The market is changing to a place where people want to keep their money safe and do not want to take risks. Antonio Di Giacomo and the people think that the market is becoming more careful. The market is looking for ways to protect the money that people have invested. Antonio Di Giacomo says that the market is moving away from risks and, towards safety.

Here is the part that should make you pay attention. Bitcoin is not playing the role of gold anymore. At not right now. Bitcoin is moving in lockstep, with tech stocks and equities and even precious metals. When Bitcoin and everything else sells off together like that it usually points to one thing: the amount of money available to invest in Bitcoin and other things is drying up across the board.

The damage was not on the charts. A huge amount of money seven hundred and seventy million dollars in leveraged longs got wiped out in just one day. This kind of liquidation cascade does not happen in markets. It is the kind of flush that tells you the excess, in the system is still getting removed. The system's still getting rid of the excess.

The situation is getting worse because the dollar is getting stronger and bond yields are going up. This is really bad for things like crypto because they do not make money on their own. When this happens people put their money in things and Bitcoin takes a hit. The dollar being strong. Bond yields going up is a big problem, for Bitcoin and other crypto.

The road ahead is not really clear. Di Giacomo thinks Bitcoin is stuck now. We need to see some changes, in the picture. The worlds financial situation has to get a little. Bitcoin needs to find a bottom not just go up and down around big round numbers. Until that happens Bitcoin will have a time going up because there will always be people waiting to sell Bitcoin when it gets too high.

$ETH Ethereum is also getting a boost. This is news, for Ethereum. The value of Ethereum is going up. People are paying attention to Ethereum.

Ether went up after Bitcoin did. It is now trading around $2,052. This is because it gained 10 percent in the last 24 hours. This is a thing, for Ether but it still has some problems to deal with just like the rest of the market. If Bitcoin cannot stay where it is then Ether is not going to be the one that does well. Ether needs Bitcoin to do or else Ether will not do well either.

Bottom Line

Friday's green candles look encouraging, but the underlying conditions haven't changed. We're in a market that's resetting expectations moving from "when moon" to "how do I protect what I've got." That's not necessarily bearish long-term, but it does mean short-term traders need to stay sharp and not mistake a bounce for a reversal

#MarketRally #WhenWillBTCRebound

If you survived this week in crypto with your portfolio and your sanity intact, congratulations. You earned that weekend.
Bitcoin just went through one of the most violent seven-day stretches in recent memory. We're talking a $17,000 nosedive in barely 24 hours, a bounce that looked like it might actually stick, and then a rejection right at the level where everyone was watching. Meanwhile, Ethereum clawed its way back above $2,000 after looking like it might completely fall apart, and altcoins are trying to convince us that the bottom is in.
Let's break down what actually happened and what matters heading into next week.
Bitcoin's Rollercoaster: $84K to $60K to $72K to... $68K
Start from last Saturday. Bitcoin was sitting around $84,000 when sellers showed up out of nowhere and dragged it below $76,000. On a weekend. That alone should have been a warning sign that something bigger was brewing.
Monday confirmed it. $BTC slipped under $74,000 early in the week, but the real damage came Thursday into Friday morning. The kind of move that makes you check your screen twice. Bitcoin went from $77,000 to $60,000 in just over a day its lowest price since before the November 2024 election. Thousands of leveraged traders got wiped out. Billions in liquidations. The kind of flush that only happens when the market runs completely out of buyers at every level on the way down.
Then came the snapback. Friday evening, Bitcoin ripped higher by nearly $12,000, pushing all the way to $72,000. For a moment, it felt like the recovery was real. But that level rejected hard twice and sellers pushed it back down to around $68,000, where it's sitting now.
Market cap is hovering at $1.36 trillion. Dominance has actually slipped to 56.6%, which tells you altcoins caught a bid on the bounce too.
Ethereum Reclaims $2K But Let's Not Pop Champagne Yet
ETH got absolutely hammered this week. It dropped from above $3,000 to under $2,700 in the span of a few days, and during the Thursday-Friday bloodbath, it got dragged even lower. The kind of price action that makes long-term holders go quiet on social media.
But here's the thing it bounced. $ETH is back above $2,000 as of this writing, sitting around $2,010. Is that a victory? Depends on your timeframe. On the daily chart, it looks like a relief rally. On the weekly chart, it still looks like a car crash. But reclaiming that psychological $2K level matters for sentiment, even if the recovery has a long way to go.
Altcoins: Green Daily, Red Weekly The Classic Trap
The altcoin picture is a mixed bag, and you have to be careful about which chart you're looking at.
Solana, Bitcoin Cash, and Monero are all posting solid daily gains. $XRP , Tron, Dogecoin, and Cardano are in the green too. That feels good after watching everything bleed for a week straight.
But zoom out and the weekly charts are still ugly. Most of these coins bounced off multi-year lows hit during Friday's flush. Being "up 8% today" means a lot less when you're still down 25% on the week.
On the flip side, not everything is recovering. HYPE which had been one of the hottest names in the market is down nearly 5% today and trading below $33. PUMP and WLFI are also still bleeding among the larger caps.
The Bigger Picture
Total crypto market cap has recovered over $100 billion from Friday morning's bottom and now sits around $2.4 trillion. That sounds impressive until you remember how much was lost getting there.
Here's what this week really proved: leverage is still the market's biggest enemy. The speed of the drop from $77K to $60K wasn't driven by fundamental panic it was a liquidation cascade. Forced sellers creating more forced sellers. Once the leverage got flushed, the market found its footing almost immediately.
The $72,000 rejection is the level to watch now. If Bitcoin can reclaim it with conviction early next week, this whole episode might end up being one of the best buying opportunities of 2026. If it can't, and we start grinding lower from $68,000, then Friday's $60,000 low is going to get tested again.
Either way, buckle up. This market isn't done being volatile.
#MarketRally

It is really strange that nobody is discussing the actual issue with Bitcoin. The real problem with Bitcoin is not being talked about. $WLFI selling fifty million dollars in Bitcoin is a deal.. The actual problem with Bitcoin is being ignored. WLFI and $BTC Bitcoin are in the news because of this sale.. People are not talking about the real problem, with Bitcoin.

Look selling Bitcoin is not a crime. People move their money around. Funds get rebalanced. The government also moves its money around like when it sells Treasuries and buys things. That is the way it works. Bitcoin gets. That is normal.

When the project that has the support of the President of the United States puts a lot of money fifty million dollars into Bitcoin and the market is already doing badly that is a big deal. The project that the President of the United States is backing is spending fifty million dollars on Bitcoin. That is what hurts the market. The President of the United States is, behind this project. It is dumping fifty million dollars into Bitcoin when things are already going wrong.

World Liberty Financial, which is Trumps Bitcoin project got rid of a huge amount of Bitcoin. This happened at a time when the whole market was really struggling. What happened next was not good. Than 500,000 traders lost all their money. About $2 billion in trades just disappeared. The timing of this was really bad.. Maybe that was the plan all along, with World Liberty Financial and Bitcoin. World Liberty Financial and the Bitcoin market are still feeling the effects of this.

There is a problem with the idea that the president's really for cryptocurrency. The president is often called the "-Crypto President" but this is not entirely true. This title is given to the president because people think he supports cryptocurrency. However it seems like there is a flaw in this idea, about the president. The "-Crypto President" idea has a weakness. The president and cryptocurrency is a topic that people are talking about.

The truth that nobody who likes Bitcoin wants to talk about is that Bitcoin is now selling for money than it was on the night of the election. Bitcoin is really. Bitcoin is now worth less than it was, on that night when everyone was waiting to see who won the election. Bitcoin prices have gone down since then. People who like Bitcoin do not want to say that Bitcoin is not doing well.

The sixty three thousand dollar level that everyone was so happy about when Trump won the election? We are now below that. Every single gain we made after the election is gone. The whole thing is gone. Just look at what happened in 2026. The stock market fell by seventeen percent. That tells you a lot, about how weak this rally was. The Trump rally was not as strong as people thought.

The big picture is not looking good. The dollar index has gone down by 8 percent since November 2024. It is now at a level that we have not seen since 2022. Gold has gone up by a lot, 77 percent over the same time. Inflation is still higher than what the Federal Reserve wants. None of this is what the market expected when it got really excited, about the Trump pump. The market thought things would be different. The dollar index and gold are telling a different story. The Trump pump was supposed to make everything better. It does not seem to be working out that way. Gold is doing well and the dollar index is not. Inflation is also still a problem. The Trump pump is not what the market thought it would be.

So when WLFI steps in and sells fifty million dollars in Bitcoin in the middle of this mess the question is not whether it was a smart move. The question is what it says about the people who're closest, to the Bitcoin story actually believing in Bitcoin.

The Exchange Traded Fund bleed is really making things worse. This Exchange Traded Fund issue is a problem. The Exchange Traded Fund bleed is making a situation even worse.

If the sale of WLFI was something the treasury department did on its own the market could just forget about it.. The sale of WLFI was not the only thing that happened.

On the day Bitcoin ETFs had a lot of money taken out it was $434 million. The six biggest Bitcoin ETFs funds had money taken away from them. BlackRocks IBIT had the most money taken out it was $175 million. This is not people who buy Bitcoin at home getting scared and selling this is companies, like the ones that manage Bitcoin ETFs quietly taking their Bitcoin money and leaving.

When the biggest ETF in the space loses hundreds of millions of dollars in one day and the Presidents own crypto project is being sold at the same time it looks really bad. You can say it is a coincidence.. The market sees the biggest ETF in the space and the Presidents own crypto project and thinks it is a sign. The biggest ETF in the space is a deal and when it loses money people notice. The Presidents own crypto project is also a deal and when it is being sold people wonder what is going on. The biggest ETF, in the space and the Presidents own crypto project are making people think that something is wrong.

What really matters is what is important to the people. The things that people care about are what actually matters. These are the things that make a difference in peoples lives. People need to focus on what matters, which is the things that affect them directly. What actually matters is what people should be paying attention to. That is the things that are truly important, to the people.

Let us put the politics aside for a moment. The main problem is, with the structure itself. The structure is what we should be focusing on. The real issue is the structure of things.

The price of Bitcoin is down a lot over 30 percent from its highs in the quarter. People who own Bitcoin, who bought it because of all the excitement, around the election are now losing money. They have to sell Bitcoin because they are losing much money and this is making the price of Bitcoin go down even more. A lot of people thought that the government was going to make some rules that would help Bitcoin. So far these rules have not made the price of Bitcoin go up. The price of Bitcoin has not changed much all.

The pro-crypto bills, the executive orders and the things people are saying about crypto. None of these things have made people keep buying crypto.. This is the thing that you should be worried about. Because if the government making rules that're good for crypto cannot keep the price of crypto up then what is the good reason to think crypto prices will go up right now? The pro-crypto bills and the executive orders have not helped to keep the price of crypto up. What is the good thing, about crypto now?

WLFI selling fifty million dollars in Bitcoin does not destroy the Trump crypto story by itself.. It adds to a lot of proof that the difference between what politicians promise and what is really happening in the market is getting bigger very fast. The Trump crypto narrative is still there but WLFI selling fifty million dollars, in Bitcoin is another thing that shows this gap is getting wider and wider.

Bottom Line

The Trump crypto story was always about feelings than facts. That is okay when the Bitcoin prices are going up fast. But when the Bitcoin price is going down to where it was before the election the dollar is doing very badly gold is doing better than everything else and the Presidents own investment fund is selling. The feelings, about the Trump crypto story change very quickly.

This is not about being negative for the sake of it. It is about paying attention to what's going on around us.. Right now the situation is telling us that people are losing confidence, at every level. From small traders losing money to big institutions taking their money out of ETFs to WLFI reducing its own position.

The hype isn't dead yet. But it's on life support. And the next few weeks will decide whether this was just a shakeout or the start of something much uglier.

Let's talk about what just happened to ETH because it wasn't pretty.
February 5th was a bloodbath. $466 million in liquidations. $382 million of that? Longs getting completely obliterated. ETH dropped nearly 15% in a single day, sliding from $2,148 down to $1,826. If you were leveraged long, you felt that in your chest.
The Fear and Greed Index hit 11. Eleven. We haven't seen numbers that low since 2023. When that index drops below 20, it's not just "people are nervous" it's forced selling, margin calls firing off, and everyone scrambling for the exit at the same time.
The $2,500 zone that used to matter? It doesn't anymore.
Here's what makes this move so brutal. That $2,500 area was legit support for months. Back in May and June last year, ETH sat there consolidating before launching higher in July. November came around, same zone got tested, same bounce happened. Traders had every reason to trust it.
This time? Nothing. Bulls completely no-showed. Price sliced through $2,500 like it wasn't there, kept going past the $2,100 swing level, and didn't look back. The daily RSI hit 18.68 on February 5th the most oversold reading since August 2024. OBV made a new low too, which tells you the selling volume behind this move was serious.
So where does ETH go from here?
The liquidation heatmap paints an interesting picture. Most of the liquidity below current price has already been swept clean. The big magnetic zone further south sits around $1,500 and yeah, that's a real possibility if bears stay in control.
On the flip side, there's clustered liquidity around $2,400 and the $2,700-$2,900 range. ETH could bounce toward those levels in the coming weeks. But here's the thing that's probably where you want to be selling, not buying.
The $2,100 and $2,400 levels are the ones to watch. If ETH manages to crawl back up there, expect sellers to show up aggressively. The demand zone at $2,400 already failed once. Until proven otherwise, bounces are for selling.
$ETH /$BTC sitting at a 3-year low tells you everything about where Ethereum stands in this market right now. It's not leading. It's not even keeping up. And with the $2,000 psychological level already broken, the burden of proof is entirely on the bulls.
Stay sharp out there. This isn't the market for hope trades.
#RiskAssetsMarketShock #ETH #EthereumLayer2Rethink?