Weekly Market Report. February 6, 2026

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⬤TOP READS

Large Bitcoin holders’ share of supply hits 9-month low amid price dropThis includes a dump of -81,068 BTC in just the past 8 days alone,” Santiment said, as Bitcoin fell from around $90,000 to $65,000 over the same period, a roughly 27% decline, according to CoinMarketCap. Bitcoin is trading at $64,792 at the time of publication, up from a 24-hour low of just over $60,000. 20240711 BitcoinMining News 2

MARA Holdings moves $87 million in BTC as crypto selloff extendsBitcoin miner MARA Holdings moved nearly 1,317 BTC, worth about $87.4 million, to several wallets and exchange addresses in the past 13 hours, according to onchain data. 019c3140 b513 729a 9334 fd46893931ed

Tether makes $150M investment in Gold.com in latest gold playThe investment arm of stablecoin issuer Tether has acquired a $150 million stake in the precious metals platform to expand access to tokenized gold. Tether said on Thursday that it acquired an approximately 12% stake in the company, which will integrate Tether Gold (XAUt), its gold-backed cryptocurrency, into Gold.com’s platform.

⬤ WHAT MATTERED

AI & Technology The Car Industry Is Racing to Replace Chinese Code im 60820443?width=540&size=1

Meet the Non-Tech Firms Betting Big on the AI Boom 019c2a9a ac46 7357 b299 28ad2157d40b

Kyle Samani leaves Multicoin in ‘bittersweet moment’ to explore new tech
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Amazon Shares Sink as Company Boosts AI Spending by Nearly 60% im 14265325?width=540&size=1

Jeep Maker Stellantis Books $26 Billion Charge in Strategy Reset im 15189627?width=540&size=1

Inside Elon Musk’s $1.25 Trillion AI and Space MegamergerCrypto 019c2f7a 9fe4 75cb a763 df4df6843056

Bitcoin slips under $64K as record-high selling intensifies: Where is the bottom? 019c2f33 87dc 7314 ad9f ec9d6ac09232

Tether backs Anchorage Digital in $100M equity investment 019c2fc9 8ec7 7f60 ba2f 2ed3433a64d5

Will Bitcoin rebound to $90K by March? Here’s what BTC options say

⬤ CAPITAL MOVES

…Where capital is quietly positioning.Anchorage Digital raises $100M (strategic)TRM Labs raises $70M Series C & reaches ~$1B valuationOpinion (OPN) raises $20M Series ARelay closes $17M Series BPenguin Securities raises $18M pre-Series A

⬤ UNDER THE SURFACE

January’s Crypto Sell-Off Was a Macro Repricing, Not a Crypto Failure

Bitcoin fell ~10% and Ethereum ~17.5% in January, with most of the downside compressed into the final days of the month. This was not an idiosyncratic crypto event. Markets pulled back expectations for rapid Fed rate cuts, triggering a broad repricing across risk assets. Month-end fund rebalancing thinned liquidity, amplifying moves, while crowded derivatives positioning forced a leverage unwind — hitting ETH harder due to higher leverage and weaker spot demand. ETF flows added realism: access does not mean one-way buying. Crypto behaved exactly as a high-beta risk asset, with ETH magnifying BTC’s move. Falling Prices Put Corporate Crypto Treasuries Under Pressure

Bitcoin’s drop to ~$75,500 pushed prices below Strategy’s average entry level, increasing scrutiny on corporate balance-sheet exposure. BitMine Immersion Technologies, the largest known ETH holder, is now sitting on roughly $6B in unrealized losses. Over 24 hours, combined BTC reserves held by companies and governments fell 10.2% to $137.9B, while ETH reserves declined 19.8% to $14.9B. According to Ki Young Ju, if large holders begin selling to cap losses amid stalled inflows, downside scenarios could accelerate sharply. This is balance-sheet stress, not retail panic. Why 2025 Never Delivered a True Altseason

Data compiled from CryptoRank and summarized by Yahoo Finance shows that most 2025 token listings massively underperformed. On Binance, 93 of 100 tokens now trade below listing price, with a median ROI of 0.22x. Bybit and MEXC show similar outcomes, while even more selective venues like Coinbase and Kraken saw the majority of new listings end in the red. The conclusion is structural: supply exploded while capital inflows lagged. The result was dilution, not rotation. Going forward, outperformance will be increasingly concentrated — fewer winners, harsher competition, and no automatic “altseason” tailwind.

⬤ ON THE READING LIST

Check the book here!A clear look at how strong judgment is formed under uncertainty and why some people consistently make better predictions than others.The book focuses on how top forecasters think, update beliefs, and stay flexible as new information emerges. It’s less about being right in the moment and more about reducing error over time.Key takeawaysGood forecasting is probabilistic, not absoluteUpdating beliefs improves accuracy more than confidenceJudgment is a skill that can be trained and refined

⬤ SNAP OF THE WEEK

Tech Mondays

⬤ MEME OF THE WEEK

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