🟢 BTC’s Last Stand Begins

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Gm fam. $BTC ( ▼ 2.36% ) and $ETH ( ▼ 1.52% ) just printed a strong weekly wick candle. The recent drop was fast and deep, and the monthly chart now shows 5 red candles in a row.

I used to doubt the idea of a “Supercycle” for BTC, but looking at the price action lately…
what we’re seeing feels like boredom and exhaustion.

Luckily, over the weekend, $BTC bounced back over $10K, dragging the whole market into recovery mode. Is this the real reversal, or just another dead cat bounce?

Here’s what we got for you today:

• 👀 2025 wasn’t actually a bear market

• ⭐ Buy-the-dip sentiment is back, how?

• ⭐ China expands crypto ban on RWAs

• 🔥 Burning hot takes for the road

📉 Why 2025 wasn’t actually a bear market?

We weren’t in a bear market. According to the data, BTC was actually in a technical uptrend for almost all of 2025. The actual “regime flip” didn’t happen until November.

The whole point of BTC was to be “Digital Gold,” a hedge against the system. But right now, Wall Street is trading it exactly like a high-risk tech stock. When software stocks tank, we tank. Until we break that correlation, we are at the mercy of their algorithms.

The good news? The $60k level is looking like a fortress. As long as we hold that line, we have a fighting chance. Here’s the full breakdown for you:

If the first part felt heavy, take a breath, the data is already signaling a massive silver lining. Small-cap stocks are booming right now, which is historically the “canary in the coal mine” for a crypto comeback.

→ Is cryptocurrency the next big trend?

🟢 BUY-THE-DIP IS BACK TO OUR MARKET!?

After a brutal correction that dragged the total crypto market cap down to $2 trillion last Friday, we’re finally seeing signs of life.

As of today, the market cap has bounced back above $2.3 trillion, and more investors are stepping in. It feels like we’re seeing that buy-the-dip mindset creeping back in.

1/ Buy-the-dip energy is back, and the data actually backs it

First sign: Stablecoins are coming back into exchanges. After months of outflows, people are getting ready to buy:

• CryptoQuant shows the 7-day average of ERC-20 stablecoins flowing into exchanges jumped from $51B (late Dec 2025) → $102B today

This uptick is key because retail traders usually act first, and they mostly use CEXs. So when stables flow in, it means small investors are loading up again.

At the same time, accumulation behavior is visible across all wallet sizes. Glassnode’s Accumulation Trend Score shows a clear shift:

• It moved from weak (red/yellow, <0.5) in the last two months

• …to strong (blue, >0.5) across many wallet groups

• Especially wallets holding 10–100 BTC, the most aggressive buyers right now, with a near-max score close to 1

Lookonchain confirmed that whales have been actively accumulating both BTC and ETH over the past few weeks.

2/ The key level to hold: $2.3 trillion

According to Daan Crypto Trades, the TOTAL market cap index has just bounced off the April 2025 bottom (back when tariff fears hit the market).

The good news: it closed above that level.

But we still need to stay above $2.3T in the next few days to really keep this momentum going. If that happens, he thinks we might push toward $2.8 trillion next.

But if it breaks down again, all bets are off.

And don’t expect an instant V-shape recovery. After weeks of intense volatility, the market may enter a sideways range.

3/ Our take & opinion

Maybe it’s belief coming back. Maybe it’s just people deciding they don’t want to miss the next leg up.

If you’re in this space, set alerts, keep your eyes on the $2.3T market cap and $71K BTC.
You don’t have to rush in, but you don’t want to be asleep if this turns into something real.

How about you? Are you buying this bounce or waiting for more signs?

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🟡 CHINA CRACKS DOWN ON STABLECOINS & RWA TOKENIZATION

On Feb 6, 2026, China’s top financial regulators officially expanded their existing crypto ban, and this time, they’re going after stablecoins and tokenized real-world assets (RWA).

The announcement was issued jointly by 8 powerful institutions, including the People’s Bank of China (PBoC) and the China Securities Regulatory Commission.

1/ China’s new directive: tighter grip on money, tighter control on crypto

This new policy doesn’t just apply inside China, it also targets:

• Chinese companies’ overseas branches

• And foreign organizations offering services to Chinese users

Basically, if you’re not building on a state-approved platform, it’s illegal now. That includes stablecoins, tokenized assets, anything crypto-related.

Beijing’s goal is to protect the yuan and keep capital inside the system.

2/ Why are they so focused on stablecoins?

Because stablecoins, especially ones pegged to fiat, are starting to look too much like real money. China’s central bank made it clear they believe:

• Stablecoins weaken the government’s control over money supply

• They’re often used to skip over anti-money-laundering rules

• And they could slow down adoption of China’s official digital currency, the e-CNY

So now, no one is allowed to issue RMB-pegged stablecoins abroad, either. That’s Beijing drawing a hard line to protect its own $CBDC ( ▲ 0.36% ) .

3/ What about tokenized real-world assets?

This is where it gets even more intense. China is now labeling most unapproved RWA activity as:

• Illegal fundraising

• Unlicensed securities/futures business

• Unlawful public token offerings

Basically, any form of RWA tokenization without state permission is now treated as a serious financial crime.

Only projects operating within state-designated infrastructure may proceed, and even that requires strict compliance and explicit approval from the Chinese government.

4/ What’s behind this crackdown?

Simple: too many crypto and fintech firms were using loopholes, testing things in nearby countries, and staying out of Beijing’s direct control.

Now, the government’s rolling out a coordinated enforcement framework, combining local and national oversight, to shut that all down.

They want to close every gap and keep the entire digital finance stack under their roof. But while China locks things down, the rest of the world might get a chance to build faster.

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🔥 BURNING HOT TAKES FOR THE ROAD

Arthur Hayes put down a $100,000 bet that $HYPE ( ▼ 8.37% ) will outperform any token with market cap > $1B on CoinGecko. Read more

Bithumb mistakenly gave away 2,000 BTC, instead of sending 2,000 won, triggering a 10% drop in BTC price on it. Read more

A mystery wallet just sent 2,565 BTC (~$181K) to Satoshi’s Genesis address, but there’s no sign the sender was Satoshi. Read more

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.