@Everyone

Today’s Crypto Intelligence
Date: February 6, 2026 (Singapore Time)

1) Bitcoin Price Plummets, Triggering “Crypto Winter” Sentiment (Short-term Impact) 
· My interpretation: Bitcoin drops below $63,000 within 24 hours, marking the largest single-day decline in recent years, causing rapid spread of panic across the market.
· My reminder: Such sharp declines often lead to quick withdrawal of speculative funds, resulting in extreme short-term market volatility.
· What you should do: Lock in short-term risks, set strict stop-losses, and avoid bottom-fishing or shorting in panic.

2) Institutional Holdings and Major Company Losses Raise Market Concerns (Long-term Impact) 
· My interpretation: Listed companies heavily invested in Bitcoin report huge losses, indicating deep structural adjustments and risk exposure in the market.
· My reminder: Corporate risk exposure will further undermine institutional investor confidence.
· What you should do: Reassess the risk asset allocation in your portfolio, reduce reliance on high-risk targets.

3) Market Value Evaporates Nearly $2 Trillion, ETF Funds Significantly Outflow (Long-term Impact) 
· My interpretation: Major cryptocurrencies like Bitcoin and Ethereum experience sharp declines alongside increased ETF outflows, shifting momentum from offensive to defensive.
· My reminder: ETF fund outflows mean less support levels, making prices prone to new lows.
· What you should do: Monitor ETF fund flow trends as a market sentiment indicator, avoid chasing high at the top.

4) Mainstream Coins All Weakening, Panic Selling Spreads (Short-term Impact) 
· My interpretation: Not only Bitcoin, but also Ethereum, XRP, and other major assets see significant declines, with market risk appetite sharply dropping.
· My reminder: The logic of a single coin rising does not hold in volatile markets.
· What you should do: Focus on diversifying capital into low-risk assets or wait for stable signals before deploying.

5) Over $1 Billion Liquidated in the Last 24 Hours (Short-term Impact) 
· My interpretation: Large long positions are being liquidated, indicating leverage positions cannot withstand downward pressure.
· My reminder: Liquidations often amplify sharp price drops, not signals of bottom.
· What you should do: Significantly reduce leverage, avoid overbuying or shorting in excess.

6) Weak Rebound, Bitcoin’s $70,000 Level Under Pressure (Short-term Impact) 
· My interpretation: The partial rebound is merely a technical correction during a sharp decline, unable to stabilize at key round numbers.
· My reminder: In a weak market, rebounds are frequent but lack strength.
· What you should do: Wait for clearer trend signals before entering, avoid impulsive trading.

7) Clear Outflow Trend of Crypto ETFs Continues (Long-term Impact) 
· My interpretation: In January, Bitcoin ETF saw a net outflow of over $1.6 billion, showing institutional preference for defense.
· My reminder: Continuous net outflows indicate demand lacks support.
· What you should do: Adjust your positions based on macro liquidity conditions, prioritize capital preservation.

8) ETF Holdings Remain Stable but Sentiment Is Fragile (Long-term/Short-term Mixed) 
· My interpretation: Some analyses suggest most ETF funds have not yet flowed out, but market sentiment remains fragile.
· My reminder: Just because funds haven’t flowed out doesn’t mean the market is stable.
· What you should do: Use multiple indicators to assess whether the current phase still has low risk appetite.

9) Market Sentiment Mainly Driven by Liquidity and Panic (Long-term Impact) 
· My interpretation: Analysis indicates that price volatility is more driven by liquidity and sentiment rather than safe-haven demand.
· My reminder: Mistaking short-term rebounds for bottoms can lead to premature entries and losses.
· What you should do: Use liquidity and sentiment indicators as references for trend confirmation.

10) Overall Market Impacted Significantly by Traditional Assets (Long-term Impact) 
· My interpretation: The decline in Bitcoin and the correlated downturns in tech stocks and precious metals indicate increased linkage among risk assets.
· My reminder: Macro risk factors may influence prices more than on-chain data.
· What you should do: Incorporate macro factors into your risk management framework and adjust positions dynamically.

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