Peter Smith NFT

Bitcoin has dropped, and it is not alone. The broader crypto market has dipped alongside broader risk assets. Increased U.S. tariff uncertainty has pressured investor sentiment, pushing cryptocurrencies lower with equities. Also, JPMorgan’s CEO said artificial intelligence is a disruptive force. Analysts say Bitcoin now trades in line with overall market mood rather than internal fundamentals, intensifying downside risks.
CryptoQuant Flags Premium Weakness as Bitcoin Breaks Support
As per CryptoQuant data, Bitcoin’s recent slide aligns with weakness in the Coinbase Premium Index. The firm reported that the 30-minute simple moving average briefly crossed above zero. However, it failed to hold that level into the new week.
That rejection above zero, CryptoQuant noted, emerged as a potential trigger for the latest downward move. The firm added that the lack of sustained recovery reflected fading buying pressure. As a result, momentum shifted as sellers regained control.
As Coingape reported, Glassnode and 10x Research warned that the Bitcoin price might fall further. Meanwhile, analyst Ted pointed to a structural breakdown. He said Bitcoin lost the $65,000 support zone, exposing lower liquidity pockets. Strong bids are between $60,000 and $63,000, yet he warned that the stock market now guides direction.
Ted added that the $BTC taker buy/sell ratio has fallen below one. Sellers therefore dominate current flows. He also noted that a monthly RSI drop below 38 historically aligns with cycle bottoms.
JPMorgan CEO Warns of 2008-Style Lending Risks
While Bitcoin and the crypto market weaken, Jamie Dimon raised separate concerns about financial markets, as per Bloomberg data. The JPMorgan Chase CEO said that he sees parallels to conditions before 2008. He recalled a similar outlook in 2005 through 2007, when profits rose fast.
Dimon said competitors now take excessive lending risks to generate net interest income. He described some of those actions as “dumb things” designed to boost short-term returns. However, he stressed that JPMorgan will not follow that path.
He explained that although the credit cycle remains firm, cracks will eventually appear. Timing, he noted, remains uncertain. Additionally, Dimon flagged artificial intelligence as a disruptive force, especially across software segments.
Bitcoin Volatility Deepens as TD Cowen Lays Out $450K Scenario
At press time, $BTC price was at $64,438, down by 0.30% in 24 hours and 5.33% weekly. Price peaked near $68,500 before a sharp Feb. 23 selloff drove it toward $64,400. A brief rebound reached $66,500, yet lower highs followed.
On Feb. 24, Bitcoin dropped again toward the $62,800 to $63,000 zone. Immediate resistance is between $64,500 and $65,000, while key support is near $62,500. The short-term structure now shows a clear downtrend.
Despite current pressure, TD Cowen outlined a higher long-term Bitcoin valuation path. The firm said a 100-fold rise in tokenized assets, alongside a 90% drop in velocity, could lift Bitcoin fivefold. That scenario implies roughly $450,000 per coin over time.
TD Cowen also forecasts Bitcoin near $225,000 by the end of fiscal 2027. The firm cautioned that its model relies on assumptions, including expanded real-world asset tokenization.
#BTC☀️ #BTCDropsbelow$63K #BTCMiningDifficultyIncrease #BTC☀ #BTC

Cena Bitcoina przedłużyła swoją wielotygodniową fazę korekty, zjeżdżając poniżej kluczowych stref psychologicznych i technicznych, gdy traderzy oceniają zarówno nowe przeszkody ekonomiczne, jak i wewnętrzną dynamikę rynku.
Cena bitcoina spadła w weekend i w poniedziałek, podkreślając coraz bardziej ostrożny ton rynku.
Cena bitcoina po raz pierwszy naruszyła poziom wsparcia $65,000 w niedzielny wieczór, a akcja cenowa pokazała szybki spadek o 5 % w ciągu około dwóch godzin handlu — ruch, który ściągnął $BTC poniżej $65,000 po raz pierwszy od kilku tygodni.

Indeks Premii Bitcoin Coinbase, który cieszy się dużym zainteresowaniem, na krótko wydawał się odbudowywać po krachu z 5 lutego. Tak się nie stało.
Premia jest obecnie ujemna przez 40 kolejnych dni, według danych Coinglass, ustanawiając najdłuższą serię odczytów poniżej zera od 2023 roku. Obecny odczyt wynosi -0,0467%, ledwo zmieniony w porównaniu do sprzed dwóch tygodni, kiedy ostry spadek z -0,22% sugerował, że amerykańscy nabywcy wkroczyli blisko minimów.
Indeks mierzy różnicę cen między bitcoinem na Coinbase a średnią rynkową na świecie. Coinbase jest powszechnie używany jako wskaźnik amerykańskich instytucji i przepływów denominowanych w dolarach, więc trwały ujemny odczyt oznacza, że amerykańscy inwestorzy konsekwentnie płacą mniej niż reszta świata — albo sprzedają bardziej agresywnie, albo po prostu się nie pojawiają.

Ledger $XRP zaczął teraz średnio osiągać 2,5 miliona codziennych udanych płatności, co stanowi znaczący wzrost w porównaniu do poprzedniego wyniku 1,5 miliona w ubiegłym kwartale.
Ruch cenowy $XRP był niekorzystny dla przeciętnego inwestora od czwartego kwartału 2025 roku. Po otwarciu października 2025 roku na poziomie 2,84 USD, XRP od tego czasu spadł do obecnej ceny 1,39 USD, co stanowi 51% spadek od IV kwartału 2025 roku.
Jednak dane pokazują, że podczas gdy XRP osiągnął słabe wyniki cenowe w trakcie szerszego spadku na rynku, aktywność w łańcuchu wzrosła. Konkretnie, codzienne udane płatności na Ledgerze $XRP wyniosły 1,5 miliona w IV kwartale 2025 roku, ale wzrosły teraz do około 2,5 miliona w tym kwartale.

French utility giant Engie is exploring the installation of battery storage systems or bitcoin mining data centers at its newly launched Assu Sol solar plant in Brazil, as it looks to offset mounting curtailment losses and improve project economics, according to Reuters reporting.
Speaking to reporters, Eduardo Sattamini, Engie’s country manager in Brazil, said the company is evaluating potential “offtakers” that could absorb excess generation from the 895-megawatt-peak facility — the largest solar project in Engie’s global portfolio.
According to Engie, the company is 23.64% owned and 33.20% controlled by the French government, and it typically focuses on low-carbon energy transition.
Located in Brazil’s northeast, Assu Sol entered full commercial operation this month but has already been impacted by grid-imposed curtailments. The restrictions, designed to stabilize Brazil’s power system, force renewable plants to scale back output when supply exceeds demand.
Curtailment has become a growing challenge for solar and wind operators in Brazil since 2023, as a wave of new renewable capacity collides with sluggish demand growth, transmission bottlenecks and rapid expansion in distributed generation, particularly rooftop solar. The result has been billions of reais in lost revenue across the sector.
To mitigate the issue, Engie is considering on-site battery storage or hosting energy-intensive data centers dedicated to bitcoin mining — a strategy that would effectively convert otherwise stranded power into a monetizable asset. Sattamini cautioned, however, that any such initiative would take years to materialize.
“That’s not coming next month,” he said. “It will take a couple of years for us to implement.”
Bitcoin miners are pivoting to AI
All this is happening as a growing number of bitcoin miners are pivoting to AI. As margins tighten and block subsidies trend toward zero, these bitcoin miners are repurposing their infrastructure to tap into the artificial intelligence boom.
Data centers originally built for ASIC-powered SHA-256 hashing are being retrofitted to host high-performance GPUs optimized for AI training and inference workloads.
Large operators are leading the charge. Bitfarms has publicly outlined plans to wind down its Bitcoin mining operations through 2026–27 and convert its Washington State facility into an AI-ready GPU-as-a-Service hub, complete with liquid-cooled Nvidia GB300 hardware backed by a $128 million upgrade deal.
Other mining firms like IREN have locked in multibillion-dollar GPU cloud agreements with major tech partners like Microsoft, signaling that traditional mining power capacity can be redeployed into stable, contracted AI compute revenue.
Also, Bitdeer Technologies has fully liquidated its corporate bitcoin treasury, reporting zero $BTC held as of Feb. 20 after an eight-week drawdown from roughly 2,000 $BTC at year-end 2025, including the sale of 189.8 $BTC produced during the latest week and its remaining 943.1 $BTC in reserves.
The company said they are moving into AI infrastructure, rolling out NVIDIA GB200 NVL72 systems in Malaysia and switching several of their sites from crypto mining to AI data centers.
#TokenizedRealEstate #StrategyBTCPurchase #BTCMiningDifficultyIncrease #WhenWillCLARITYActPass $BTC

The Supreme Court of the United States on Friday struck down President Donald Trump’s sweeping global tariff regime, ruling 6-3 that he exceeded his authority by imposing broad import duties under a national emergency law.
The decision invalidates tariffs Trump levied in early 2025 under the International Emergency Economic Powers Act, a statute enacted in 1977 and historically used to sanction foreign adversaries during crises. Trump cited persistent trade deficits and national security concerns, including fentanyl trafficking, to justify duties ranging from 10% to 50% on imports from nearly every major trading partner.
Writing for the majority, Chief Justice John Roberts said the Constitution leaves little ambiguity about who controls the taxing power.
“The Framers did not vest any part of the taxing power in the Executive Branch,” Roberts wrote, adding that no previous president had used the statute to impose tariffs “of this magnitude and scope.”
The ruling marks the first major test of Trump’s second-term economic agenda before the high court, which includes three justices he appointed during his first term. Lower courts had already found that the administration overstepped, emphasizing that Article I of the Constitution assigns tariff authority to Congress.
President Trump said he has a backup plan to pursue tariffs following the court ruling, according to various sources.
***Bitcoin jumps on the news***
In financial markets, the reaction was swift and unsettled. Bitcoin rose about 2% within minutes of the decision, briefly climbing above $68,000 before retreating toward $67,500. The move reflected a familiar pattern in digital asset markets, where headline-driven rallies have struggled to hold.
The mixed response underscored the ambiguity surrounding the ruling’s economic impact. For some investors, the invalidation of tariffs removes a source of policy uncertainty that has weighed on global trade.
For others, it introduces new questions about fiscal gaps, refund obligations and next steps from the White House.
Reuters has reported that more than $133 billion in tariff revenue collected under the emergency authority could be subject to refunds. Trump has said his broader tariff program generated roughly $600 billion, though that figure has been disputed. If significant sums must be repaid, Treasury financing needs could shift at a delicate moment for bond markets.
Earlier Friday, economic data painted a complicated picture. The Commerce Department reported that the U.S. economy grew at a 1.4% annualized rate in the final quarter of 2025.
Core personal consumption expenditures, the Federal Reserve’s preferred inflation gauge, rose 3% year over year, above expectations.
Annual growth for 2025 slowed to 2.2%, the weakest pace since 2020.
Art Hogan, chief market strategist at B. Riley Wealth, described the data as sending a “messy message” of firmer inflation alongside cooling growth, according to CoinDesk. That backdrop has reinforced expectations that the Federal Reserve will proceed with caution on rate cuts.
***Is this ruling good for bitcoin?***
For Bitcoin traders, the tariff case has been less about trade flows than about liquidity and risk appetite. During prior episodes of trade escalation, digital assets tended to move in tandem with equities as investors reassessed growth and inflation risks.
A court decision that removes tariffs could ease cost pressures over time, yet the near-term effect hinges on how Washington fills any fiscal hole.
Stephen Coltman, head of macro at 21Shares, said before the ruling that a negative outcome for the administration could pressure the dollar and Treasuries while favoring stocks and bitcoin.
Others, including VanEck’s Matthew Sigel, have argued that reduced tariff revenue could widen deficits, increasing the appeal of assets like bitcoin viewed as hedges against currency debasement.
Online prediction markets had assigned high odds to the court striking down the tariffs, suggesting traders were prepared for the headline.
For now, the court’s decision narrows presidential authority over tariffs and returns leverage to Congress. Whether lawmakers move to codify elements of Trump’s trade agenda or chart a different course remains unclear.
#TokenizedRealEstate #BTCMiningDifficultyIncrease #USJobsData #TrumpNewTariffs #WhenWillCLARITYActPass
$ETH
$XRP
$BTC

$XRP has remained under pressure amid a broader crypto market pullback. The token continues to trade below a persistent downtrend line that began at the start of the year. Multiple breakout attempts have failed, reinforcing bearish control in the short term.
Despite the ongoing decline, historical patterns suggest this phase may precede a recovery rally. Similar technical setups have marked turning points in the past. Notably, July 2024.
$XRP Could See Its History Repeated***
The Market Value to Realized Value, or MVRV, Extreme Values indicator shows $XRP has traded below the 1.0 threshold for an extended period. An MVRV ratio under 1.0 often signals that the asset is undervalued relative to its historical cost basis. This condition can reflect capitulation among short-term holders.
Green bars within the MVRV model indicate XRP is “getting low,” suggesting a potential bottom formation. Historically, such readings have occurred after MVRV remained below 1.0 for roughly 15% of trading days. These periods have often aligned with reversal stages rather than prolonged declines.
A similar setup emerged in July 2024. Shortly after comparable MVRV readings, XRP surged 51% within days. While past performance does not guarantee future results, the data suggests $XRP may be nearing a recovery phase if historical tendencies repeat.
On-chain metrics offer additional insight into shifting investor behavior. The number of addresses holding at least 10,000 XRP has begun to stabilize after a notable decline. This cohort represents mid-sized holders rather than large whales.
The recent uptick follows the largest drop in such addresses since December 2020. Historically, renewed participation from these holders comes after accumulation by larger XRP investors. Rising conviction among smaller participants often reflects a cascading improvement in confidence in price stability and potential upside from top holders.
XRP Price Aims At Ending Downtrend***
XRP is trading at $1.42 at the time of writing, holding above the critical $1.36 support level. Maintaining this base is essential for preserving near-term bullish prospects. However, the asset remains capped beneath a descending trendline that has rejected price advances three times this year.
While improving MVRV readings and addressing growth support a constructive outlook, confirmation remains pending. A decisive move above $1.57 would be required to validate a breakout. Flipping this level into support would clear the $1.50 resistance and break the established downtrend structure. Such a shift could open a path toward $1.91, marking a significant recovery extension.
If bullish momentum weakens, XRP may continue consolidating within its current range. A breakdown below $1.36 would shift the structure bearish. In that scenario, downside risk could extend toward $1.11, invalidating the recovery thesis and reinforcing selling pressure in the broader XRP price trend.
The post Is XRP Price Preparing To Breach Its 2026 Downtrend? Here’s What History Says appeared first on BeInCrypto.

Ustawa o przejrzystości rynku aktywów cyfrowych (H.R. 3633) jest obecnie najbardziej obserwowanym aktem prawnym w świecie finansów. Po przyjęciu przez Izbę w lipcu 2025 roku z silnym dwupartyjnym głosowaniem 294–134, spędziła wczesny 2026 rok na nawigacji przez "gauntlet interesów" w Senacie.
Na koniec lutego 2026 roku projekt ustawy znajduje się w okresie renegocjacji o wysokiej stawce. Oto aktualny krajobraz:
**Aktualny Stan**
Projekt ustawy napotkał istotną przeszkodę 14 stycznia 2026 roku, kiedy to Senacka Komisja Bankowa niespodziewanie odroczyła zaplanowane poprawki. To opóźnienie zostało spowodowane nagłym wycofaniem wsparcia od głównych uczestników branży z powodu zmienionego tekstu dotyczącego zysków z stablecoinów i zgodności z DeFi.