The crypto market is facing a challenging start to February 2026. Bitcoin (BTC) has retreated to the $75,000–$80,000 range, marking a 40% decline from last year’s peak of approximately $126,000. As of today (February 1, 2026), BTC is trading around $78,000–$78,600, having recently tested the $77,000 support level. Over the past 24 hours, major coins have seen drops between 5% and 10%, pushing the total market capitalization below $2.8 trillion. The primary drivers of this downturn include: The partial government shutdown in the US. The Fed's persistent tight monetary policy. Geopolitical developments and trade uncertainties. In this climate, investors have rotated away from risk assets toward safer havens. Altcoins have not been spared: Ethereum (ETH) has slipped into the $2,300–$2,400 band, while Solana (SOL) and its peers have dropped by 7–8%. Correction or Crash? Opinions are divided on whether this is a temporary correction or the start of a deeper bear move. Our view is that the crypto sector is maturing. Historically, February tends to be a positive month for Bitcoin, and institutional accumulation continues—with players like MicroStrategy still active. While speculative projects are struggling, sectors providing real-world utility (tokenized assets, payment systems, and AI-driven projects) are gaining structural strength. The Outlook for 2026 The focus for 2026 has shifted from "hype-driven gains" to "sustainable growth." As regulatory frameworks become clearer, institutional interest is expected to surge. Key Dates to Watch in February: February 6: Employment data (Jobs report). February 11: Inflation figures (CPI). Positive data on these fronts could trigger a rapid recovery. In the long run, the outlook remains bullish: market liquidity is expected to increase, and the pace of innovation is accelerating. Those who remain patient will likely hold the advantage.
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The crypto market is facing a challenging start to February 2026. Bitcoin (BTC) has retreated to the $75,000–$80,000 range, marking a 40% decline from last year’s peak of approximately $126,000. As of today (February 1, 2026), BTC is trading around $78,000–$78,600, having recently tested the $77,000 support level.
Over the past 24 hours, major coins have seen drops between 5% and 10%, pushing the total market capitalization below $2.8 trillion. The primary drivers of this downturn include:
The partial government shutdown in the US.
The Fed's persistent tight monetary policy.
Geopolitical developments and trade uncertainties.
In this climate, investors have rotated away from risk assets toward safer havens. Altcoins have not been spared: Ethereum (ETH) has slipped into the $2,300–$2,400 band, while Solana (SOL) and its peers have dropped by 7–8%.
Correction or Crash?
Opinions are divided on whether this is a temporary correction or the start of a deeper bear move. Our view is that the crypto sector is maturing. Historically, February tends to be a positive month for Bitcoin, and institutional accumulation continues—with players like MicroStrategy still active. While speculative projects are struggling, sectors providing real-world utility (tokenized assets, payment systems, and AI-driven projects) are gaining structural strength.
The Outlook for 2026
The focus for 2026 has shifted from "hype-driven gains" to "sustainable growth." As regulatory frameworks become clearer, institutional interest is expected to surge.
Key Dates to Watch in February:
February 6: Employment data (Jobs report).
February 11: Inflation figures (CPI).
Positive data on these fronts could trigger a rapid recovery. In the long run, the outlook remains bullish: market liquidity is expected to increase, and the pace of innovation is accelerating. Those who remain patient will likely hold the advantage.