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Bitcoin’s slides to $70,000 triggering structural crisis that could make FTX collapse look like child’s play

Bitcoin’s latest drawdown is forcing a critical stress test on the “treasury company” trade. Over the past months, the model appeared simple, requiring companies to sell stock or low-cost convertible notes, buy Bitcoin, and rely on rising prices and a persistent equity premium to cover the remainder. дальше »

2026-2-6 13:34


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Bitcoin has ended its $1.5B outflow streak, yet the trade driving inflows could vanish under pressure

US spot Bitcoin exchange-traded funds recorded $561. 8 million in net inflows on Feb. 2, ending a four-day streak of nearly $1. 5 billion in outflows. Investors could interpret the number as a return of conviction after punishing outflows, but Jamie Coutts, chief crypto analyst at Real Vision, offered a different read. дальше »

2026-2-4 13:09


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Bitcoin trapped below $80,000 as the strongest US factory signal since 2022 threatens further liquidations

The United States factory engine just delivered its loudest “risk on” signal in years, and it is landing at a brutally awkward time for Bitcoin. On Feb. 2, Howard Lutnick, the United States Secretary of Commerce, announced that: “The United States has delivered manufacturing expansion, all thanks to President Trump's trade policies. дальше »

2026-2-4 18:15