# Сопутствующие статьи по теме Bitcoin

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Bitcoin", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

February 4th Market Summary: Software Stock Crash Triggers Chain Reaction, Safe-Haven Assets Rebound Sharply

On February 4th, a sharp sell-off in software stocks triggered a broader market downturn and a flight to safety. Major U.S. indices closed lower, with the Nasdaq falling 1.43%. The software sector experienced a severe crisis, with stocks like Salesforce and ServiceNow hitting 52-week lows, driven by fears that AI could disrupt their core business models rather than enhance them. This sentiment spread, causing significant declines in major tech stocks, except for Palantir, which rose on strong earnings. Simultaneously, the cryptocurrency market entered a deep correction, with Bitcoin dropping to a 16-month low below $73,000. Analysts described the situation as a "full-blown crypto winter," citing massive outflows, liquidations, and deteriorating macro conditions. In contrast, safe-haven assets saw a dramatic rebound. Spot gold surged over 5%, marking its largest single-day gain since 2008, as investors reassessed the initial panic over a potential Fed chair nominee and viewed the drop as a buying opportunity. Silver also rose nearly 10%. The market's core conflict is between the deflating AI investment narrative and the relative resilience of the traditional economy, as seen in the outperformance of defensive stocks. Key events to watch include upcoming tech earnings and the delayed Non-Farm Payrolls report.

marsbit02/04 02:24

February 4th Market Summary: Software Stock Crash Triggers Chain Reaction, Safe-Haven Assets Rebound Sharply

marsbit02/04 02:24

Bitcoin's Pursuit of a Monetary Standard

The article "Bitcoin's Pursuit of a Monetary Standard" by Thejaswini M A, based on a reading of Saifedean Ammous' "The Bitcoin Standard," explores the concept of money as a technology for transferring value across time, space, and scale. It emphasizes "salability" and introduces the critical idea of "hardness"—money whose supply is difficult to increase. The author reviews historical examples of money, such as Yap's Rai Stones, African Aggry beads, and wampum, which all lost value when their supply was easily expanded by new technology or trade. Precious metals, particularly gold, emerged as superior due to their scarcity and high stock-to-flow ratio. The critique then shifts to government-issued fiat currency, arguing it represents an unbacked, easily inflated system that erodes savings and leads to economic instability. While acknowledging the book's persuasive framework and its effective use of historical anecdotes, the author remains unconvinced by its one-sided, Austrian economics-influenced narrative that blames fiat for modern societal ills. The key takeaway is a new perspective on evaluating any asset: to critically ask how easily new units can be created and to be wary of anyone who can print money faster than one can earn it.

marsbit02/04 02:15

Bitcoin Holds $78K Amid Signs Of Economic Recovery: Analysts

A surprise jump in the ISM Manufacturing PMI to 52.6 in January—indicating economic expansion—has sparked debate among analysts about Bitcoin’s next move. Some, like Joe Burnett of Strive, note that similar breakouts in 2013, 2016, and 2020 preceded major Bitcoin bull runs. The stronger data may signal a shift toward risk-on sentiment, potentially benefiting assets like Bitcoin. Bitcoin recently fell from over $125,000 to around $78,000, following liquidations and macro shocks. It has behaved more like a risk asset than a safe haven, correlating closely with tech stocks. While some see the dip as a buying opportunity, analysts are divided on the outlook—ranging from bullish year-end projections to warnings of further retracement. Uncertainty remains high, and Bitcoin’s path will depend on macro policy, ETF flows, and trader sentiment—not just a single economic indicator.

bitcoinist02/04 02:02

Bitcoin Holds $78K Amid Signs Of Economic Recovery: Analysts

bitcoinist02/04 02:02

Crypto Morning Brief: U.S. Government Shutdown Ends, MetaMask Integrates Ondo Finance to Launch Tokenized U.S. Stock Trading Feature

This crypto market digest covers key developments from February 3, 2026. The U.S. government ended its partial shutdown after President Trump signed a funding bill. Regulatory progress continues as Senate Democrats plan another closed-door meeting on the CLARITY Act, while the Avalanche Policy Alliance established an advisory committee to push for global regulatory coordination. In product updates, MetaMask integrated with Ondo Finance, enabling non-U.S. users to trade over 200 tokenized U.S. stocks and ETFs directly using USDC. BNB Chain introduced new application-layer standards (BAPs) and a non-fungible agent (NFA) token standard. Tether launched MiningOS, an open-source Bitcoin mining operating system. On the security front, Step Finance confirmed a $40 million treasury exploit due to a team device breach but has recovered approximately $4.7 million so far. Market sentiment was impacted by a triple threat: poor earnings from major tech companies, uncertainty around the new Fed chair nomination, and a sharp correction in precious metals. Bitcoin fell below $80,000, triggering a record $2.55 billion in liquidations. Despite the bearish trend, analysts from Wintermute anticipate a potential market recovery in the second half of 2026, citing solid industry infrastructure. Other notable news includes Tria's tokenomics reveal for its 10 billion TRIA token supply and a court filing suggesting Jeffrey Epstein may have indirectly invested $3.25 million in Coinbase's 2014 Series C round.

marsbit02/04 01:31

Crypto Morning Brief: U.S. Government Shutdown Ends, MetaMask Integrates Ondo Finance to Launch Tokenized U.S. Stock Trading Feature

marsbit02/04 01:31

Polygon: Bulls defend $0.10 demand zone – Can POL rally 15%?

Polygon (POL) has rebounded from the $0.10 psychological support level, bouncing 15.25% on January 2nd after testing this zone. Despite this positive reaction, the longer-term trend remains bearish, with POL trading within a range of $0.10 to $0.18. The recent milestone of 3 million POL burned in a single day and a total of 25.7 million tokens burned in January did not fully offset the selling pressure from Bitcoin's market influence. The On-Balance Volume (OBV) indicates a balance between buying and selling pressure. For a sustained rally, POL would need to reclaim the $0.1325 supply zone, but this is unlikely unless Bitcoin breaks above its local resistance of $79.4k. Traders are advised to wait for clearer signals, as a bearish reaction at $0.13 could present a selling opportunity, while a reclaim might lead to a rally toward $0.186.

ambcrypto02/04 01:05

Polygon: Bulls defend $0.10 demand zone – Can POL rally 15%?

ambcrypto02/04 01:05

"Big Short" Burry: Bitcoin Has Already Crashed 40%, If It Falls Another 10%, It Will Trigger "Disastrous Consequences"

Famed "Big Short" investor Michael Burry warns that a further 10% drop in Bitcoin, which has already fallen over 40% from its peak, could trigger "disastrous consequences." He argues Bitcoin has failed as a hedge asset and remains purely speculative, noting its inability to respond to typical drivers like dollar weakness or geopolitical risk. Burry highlights that nearly 200 public companies hold Bitcoin, and a continued decline could force corporate treasuries to sell, exacerbating losses. He specifically cautions that a 10% drop would push aggressive corporate holder Strategy Inc. into billions in losses and cut off its access to capital markets. Additionally, Burry warns that Bitcoin sell-off could spill over to broader markets, potentially causing a "collateral death spiral" in tokenized metal futures—which aren’t backed by physical metal—as investors liquidate positions. Despite the warning, the report notes Bitcoin’s relatively small market size may limit wider financial contagion.

华尔街日报02/04 01:03

"Big Short" Burry: Bitcoin Has Already Crashed 40%, If It Falls Another 10%, It Will Trigger "Disastrous Consequences"

华尔街日报02/04 01:03

Bitcoin's Probability of Falling Below $65,000 Exceeds 70%, What Is the Market Worried About?

Bitcoin's price recently fell below the key psychological level of $75,000, sparking a sharp shift in market sentiment. On the prediction platform Polymarket, the probability of BTC dropping below $65,000 by 2026 has surged to 72%, reflecting growing anxiety among traders. The sell-off has pushed Bitcoin below MicroStrategy's average cost basis for the first time since late 2023, a significant test for a major institutional holder. Several factors are driving the downturn: a technical breakdown after Bitcoin fell below its 365-day moving average—a key bull-bear indicator—macroeconomic liquidity tightening due to Federal Reserve policy and U.S. Treasury issuance, and a philosophical reassessment of whether the market has overemphasized price speculation over Bitcoin’s original purpose as a decentralized currency. While prediction markets show high odds of further decline, they represent collective sentiment rather than certainty, and can reverse quickly. Institutional forecasts are divided; some analysts remain long-term bullish, but recent ETF flow slowdowns have tempered expectations. Key points for investors to watch include MicroStrategy’s holding strategy, macro liquidity data, on-chain activity (such as long-term holder behavior), and a return to first-principles reasoning about their own investment thesis. Market extremes often create opportunities, but risk management remains essential.

marsbit02/04 00:38

Bitcoin's Probability of Falling Below $65,000 Exceeds 70%, What Is the Market Worried About?

marsbit02/04 00:38

Why Bitcoin miners feel the squeeze as BTC trades below $80K

Bitcoin is trading near $70K, putting pressure on miner profitability. Data indicates that many widely used mining rigs, including popular Antminer models, are operating near their break-even or shutdown levels due to rising electricity costs. While this doesn't mean immediate shutdowns, it makes operations increasingly difficult. Under financial strain, miners may alter strategies, such as selling Bitcoin holdings or deactivating older, inefficient machines. In January, approximately 175,000 BTC was transferred to Binance, with daily inflows sometimes spiking to nearly 10,000 BTC. These transfers don't always result in immediate sales, but they increase market supply, which can quickly turn into selling pressure if demand remains weak.

ambcrypto02/04 00:02

Why Bitcoin miners feel the squeeze as BTC trades below $80K

ambcrypto02/04 00:02

Bitcoin Wave 3 Crash: What’s Next As Price Makes A Rebound?

Bitcoin's price rebounded cautiously to around $79,000 after finding support near $75,400, easing immediate selling pressure. However, technical analysis suggests this recovery is part of a larger bearish Elliott Wave structure. The cryptocurrency is believed to be in Intermediate Wave 3 of a downward impulse that began after peaking at $126,000 in October 2025, having already fallen roughly 41%. The analyst anticipates further downside, with a potential bottom forming between $60,000 and $63,000, possibly testing the 200-week moving average near $58,000. After this Wave 5 low, a counter-trend bear market rally toward the $90,000 to low-$100,000 range is projected before the next major decline.

bitcoinist02/04 00:02

Bitcoin Wave 3 Crash: What’s Next As Price Makes A Rebound?

bitcoinist02/04 00:02

The Bitcoin Vector #41

This report, titled "The Bitcoin Vector #41", is locked content for subscribers only. Access to the full executive summary and the complete article requires a paid subscription starting at $175 per month. Current subscribers are prompted to log in to view the content.

insights.glassnode02/03 23:18