Luis Fernando Ávila

Many cryptocurrency traders are still waiting for the next altcoin season to begin, Arthur Hayes said it has been underway since the beginning.

"There is always an altcoin season... and if you always say there is no altcoin season, it's because you didn't take advantage of what went up," Hayes said during a podcast interview published on YouTube on Thursday.

Hayes stated that many traders still expect the altcoin season to unfold in the same way as in previous years, assuming that the same cryptocurrencies and narratives will repeat. "We wanted it to be like the previous altcoin season because then we felt we knew what we had to do," Hayes said.

The word "HODL" stopped being a typographical error a long time ago. It has become a battle cry, a mantra for those who believe that bear markets are just temporary pauses on the road to success.

What the former CEO of Binance ironically recalled when taking — or attributing — the following quote to Churchill: "Success is not final, failure is not fatal: what matters is the courage to HODL."

Behind this conscious joke lies an unrelenting truth: volatility is not an anomaly of the crypto market, it is its nature. HODL is more than investment advice; it is a philosophy that mixes patience, trust, and long-term vision. When everything wobbles, some sell in panic. Others, the "hodlers," grit their teeth and hold the position.

With the overall market showing signs of life, the Memecoin sector has awoken strongly, registering a 2.4% increase in its total capitalization. Dogecoin, Shiba Inu, and the explosive MemeCore are capturing the rebound liquidity, positioning themselves as the best-performing assets in recent hours.

Dogecoin (DOGE): The awakening of the giant
DOGE has regained the $0.11 level after a 5.45% increase.
Key Data: Open interest jumped by 7.71% ($1,290 M) and the options volume surged by 173.19%.

Manufacturing activity in the U.S. surpassed all expectations in January. The ISM PMI climbed to 52.6%, well above the expected 48.5%. This return to expansion, after 12 months of contraction, has injected a dose of adrenaline into risk assets, with Bitcoin (BTC) reacting positively immediately.

The Data Driving the Market
According to the report from the Institute for Supply Management (ISM), key components show a strong recovery:
New Orders: Shot up to 57.1% (compared to 47.4% in December).

While the market digests the volatility of Bitcoin, Zilliqa (ZIL), HYPE, and CC show signs of strength due to unique catalysts: a critical network upgrade, inverse correlation with BTC, and sustained bullish momentum.

Zilliqa (ZIL): The Imminent "Cancun" Upgrade
ZIL is preparing for the important Cancun upgrade this week, scheduled for the mainnet around February 5, 2026. The aim is to improve communication speed, which could boost short-term demand.

Ripple has received full approval for its Electronic Money Institution (EMI) license from the Financial Sector Supervisory Commission (CSSF) of Luxembourg, according to an official announcement on February 2.
The license allows payment services and the issuance of electronic money in the 27 member states of the EU under a single passport framework.
It will help accelerate the cross-border development of Ripple Payments for banks, fintechs, and businesses.
“Obtaining our full EMI license in the EU is a transformative milestone that strengthens Ripple's presence at the heart of European finance,” said Cassie Craddock, General Manager of Ripple for the UK and Europe.

Bitcoin (BTC) has fallen to a critical support level of $74,500, its lowest since April 2025. The market is in panic, but two giants, Peter Brandt and Raoul Pal, explain the perfect storm and where the price is headed. U.S. liquidity is key.

Peter Brandt's Bearish Target ($54,059)
Peter Brandt, the legendary trader, does not mince words. Today he shared a chart predicting an exact target price of $54,059.
If BTC breaks the current support from April, the initial drop would be to $66,530.

The cryptocurrency market has fallen by 2.66% in 24 hours, reaching a total value of $2.58 trillion. The liquidation of a leveraged position of 704 million dollars triggered intense selling pressure.

The price of Bitcoin fell below $80,000 and Ethereum is trading below $2,300. Major altcoins like XRP and ADA have also recorded significant losses.

This could be considered one of the largest declines in the cryptocurrency market this year. Analysts note that it has a 63% correlation with gold, indicating that macroeconomic laws are at play.

The Plasma protocol has crossed a line that many other projects only dream of: it has transitioned from being a complex technology to being a daily financial tool. Under the vision of Paul Faecks, this start of 2026 marks the global deployment of an ecosystem designed to make using digital dollars as easy as using a traditional debit card.

The crown jewel is Plasma One. It is not just a wallet; it is the first "native stablecoin neobank". Its numbers in this first quarter are impressive:

While the price of Cardano (ADA) defends $0.29, XRP and XLM are immersed in a critical battle: attempting a short-term bounce while their daily indicators signal a historic capitulation.

XRP: The Bounce vs. The Daily Capitulation
Price: $1.604 (moving upwards)
1H Chart: Buyers are entering, attempting to reverse the immediate trend.
Daily RSI (13.09) and Daily StochRSI (0.00): The long term remains at the "absolute zero" of oversold. This divergence creates a high-risk trading opportunity, either for a violent short squeeze or confirmation of underlying weakness.

While the Federal Reserve remains cautious and the Government Shutdown in the U.S. creates uncertainty, alternative inflation data is sending a radically different signal: prices are cooling much faster than official bodies admit.

Truflation: The real thermometer of the market
As of Sunday, February 1, 2026, the Truflation index, which aggregates millions of daily data points, places the annual inflation of the U.S. CPI at a surprising 0.86%. This figure contrasts with the official 2.7% for December and suggests that the FED may be operating with "outdated data," delaying rate cuts that the market already needs.

What we feared has happened. The recovery attempt of Cardano (ADA) towards $0.296 has completely faded, dragging the price back below the psychological barrier of $0.29. Technical indicators are entering a "perfect storm" phase.

Fall Diagnosis: RSI in free fall
In just one hour, the RSI (1H) has plummeted to 30.30 points, re-entering oversold territory. This weakness confirms that last night's buying volume was insufficient to sustain the price against the uncertainty of the government Shutdown.

The Hedera (HBAR) ecosystem is at a fascinating technical crossroads this February 1st. As the crypto market continues to digest the volatility of the Shutdown in the U.S., HBAR's on-chain indicators are revealing a story that the price has yet to tell: massive accumulation beneath the surface.

The CMF Divergence: Money entering the dip
Despite HBAR dropping below $0.1, following a 0.98 correlation with Bitcoin, there is a bullish signal that we cannot ignore. The Chaikin Money Flow (CMF) indicator shows a notable divergence: while the price records decreasing lows, the money flow has formed increasing highs over the last four days.

We closed the day on January 31, 2026, with a technical scenario that can only be described as shock force. While the U.S. Congress remains at a standstill due to the Shutdown, Cardano (ADA) indicators have entered an oversold zone that challenges historical records.

The Anatomy of Panic: RSI 15.59
The most alarming data is the Daily RSI, which has plunged to 15.59 points, accompanied by a one-day StochRSI at a frigid 2.82. These levels indicate that the asset has been irrationally punished by macro sentiment. Technically, ADA is on a "flight into the void" where supply has erased almost any trace of institutional demand at the month-end.

The Ethereum ecosystem faces one of its darkest days on January 31, 2026. While the Government Shutdown in the U.S. freezes confidence, on-chain data reveals a massive outflow of capital and a capitulation of large holders that threatens to drive the price to levels not seen in months.

The exodus of the whales: Vitalik and Garrett Jin
The selling pressure is not speculation; it is real and comes from the top. It was reported that Vitalik Buterin withdrew $44 million in ETH yesterday while prices struggled to hold. Meanwhile, historic holder Garrett Jin deposited 3,183 ETH into Binance to liquidate his position. The result for Jin was devastating: a recorded loss of $250 million after the forced closure of his long positions.

If you thought that the Plasma protocol had already shown all its cards, the news from this last week of January demonstrates that the ecosystem has a much more ambitious plan. It's no longer just about being a fast network; it's about becoming the epicenter where networks converge to move capital.

January 23, 2026 marked a milestone: Plasma officially integrated with the NEAR Intents protocol. What does this mean for the investor? That now the XPL token and the USDT from the network can flow frictionlessly to more than 25 blockchains. Plasma has ceased to be an "island" to transform into a global liquidity port.

It’s official: The United States has entered a partial government shutdown on January 31, 2026. After the stalemate in the House of Representatives, federal agencies have ceased key operations, and the crypto market has reacted with a 3.25% decline, wiping out the capitalization to $2.73 trillion.

Bitcoin and the "Pain Zone" of $66,000
Political uncertainty, combined with inflation data exceeding expectations, has broken vital support levels. After losing $82,000, the outlook has turned grim. Legendary analyst Peter Brandt has issued a serious warning: the leading cryptocurrency could fall to $66,000 after confirming several technical sell signals.

In an unusual reversal of the risk hierarchy, tokenized silver futures have recorded the largest market liquidations in the last 24 hours, even surpassing Bitcoin and Ether. According to data from CoinGlass, in the last day, 129,117 traders were liquidated, with total losses of $543.9 million.

Market anomaly: The metal outperforms "Digital Gold"
Tokenized silver contracts led the slaughter with $142 million in liquidations, while Bitcoin recorded approximately $82 million and Ether nearly $139 million. The largest individual liquidation order occurred on Hyperliquid, where a position of $18.1 million in the pair XYZ:SILVER-USD was forcibly closed after sharp price swings.