• Crypto Intel
  • Posts
  • Here's Where You Need to Look as Crypto Panics

Here's Where You Need to Look as Crypto Panics

Bitcoin just survived a violent leverage wipeout, sentiment hit multi-year fear, and NFTs quietly slid back to pre-hype reality.

This week isn't about catching a bounce—it's about understanding where risk breaks first, where money steps back in, and how to avoid being the exit liquidity.

If you want to know what still holds, what's cracking, and how to position while others panic, this is your map.

Now Open (Sponsored)

It wasn't stocks.

It wasn't real estate.

It was a little-known investment vehicle that turned Mitt Romney's $450,000 into as much as $100 million and Peter Thiel used to turn $2,000 into $5 billion within two decades.

Now, thanks to a new executive order, regular Americans can access the same type of investment.

Get more details here >>

Never Miss a Game-Changing Crypto Play Again!

We now send our daily picks via text, too, so you’ll get the same powerful content right on your phone.

Market-Moving News

Three forces are driving the market right now. Leverage is getting punished, fear is back in control, and weaker narratives are losing air fast.

Together, they point to a market resetting expectations.

For you, that means fewer reflex trades, more discipline, and clearer signals about what's worth holding when volatility stops being forgiving.

Markets

Bitcoin Whipsaws Back Above $65,000 After $700M Leverage Flush

Bitcoin snapped back above $65,000 after briefly falling toward $60,000, capping one of the sharpest volatility bursts since 2022.

The rebound followed a brutal 13% drop that marked Bitcoin's worst one-day decline since the FTX collapse.

The move wasn't driven by fresh optimism. It was driven by forced positioning resets after leverage pushed the market too far, too fast.

Leverage Breaks First, Price Follows

Roughly $700 million in leveraged positions were liquidated within hours, with long positions taking the biggest hit.

Traders were flushed on the way down, then caught leaning the wrong way as the price snapped higher.

This kind of price action signals fragility, not strength. When leverage dominates flows, price reacts mechanically rather than emotionally.

$60,000 Holds as Psychological Line

Spot buyers stepped in around $60,000, a level traders have been watching for weeks. The bounce suggests technical support still matters, even in a nervous tape.

Altcoins mirrored the chaos. Solana fell as much as 14% before erasing losses, showing how quickly liquidity flips when fear spikes.

Take: This wasn't a vote of confidence—it was a leverage reset.

For you, the signal is clear: volatility is being driven by positioning, not conviction, which means patience matters more than prediction right now.

Sentiment

Crypto Sentiment Hits 3.5-Year Lows as Fear Takes Over

Crypto sentiment has dropped to levels last seen during the Terra collapse, with fear now dominating positioning.

Bitcoin slid to a 15-month low near $60,255, down more than 50% from its late-2025 peak.

The mood shift hasn't been subtle. Market psychology has flipped from chasing upside to paying for protection.

Derivatives Turn Defensive

The Crypto Fear and Greed Index fell to 9, firmly in "Extreme Fear" territory.

Options markets show traders paying steep premiums for downside protection, signaling demand for safety over speculation.

Bitcoin futures open interest dropped to $21.96 billion, a 15-month low. That reflects a broad exit of speculative capital rather than selective rotation.

Macro Pressure Bleeds Into Crypto

Analysts point to Federal Reserve uncertainty, a stronger US dollar, and global bond stress as key drivers. Crypto is trading like a risk asset again, tightly linked to equities and liquidity conditions.

The dollar rally and tech-sector weakness are tightening financial conditions. That pressure is spilling directly into digital assets.

Take: This is what macro stress looks like when leverage is high and liquidity is thin.

For you, fear doesn't mean collapse—but it does mean the market is still searching for a stable footing before confidence can rebuild.

Trivia: What does “KYC” stand for?

Login or Subscribe to participate in polls.

Limited Window (Sponsored)

A new research report highlights 5 stocks with the strongest potential to double in the year ahead.

Each was selected from thousands of companies and shows a rare mix of:

  • Strong fundamentals

  • Bullish technical setups

Past versions of this report delivered gains of +175%, +498%, and even +673%¹ — and the latest edition is free for a short time.

Available only until MIDNIGHT TONIGHT.

Download the free report

NFTs

NFT Market Cap Slides Back to Pre-Hype 2021 Levels

The global NFT market has fallen below $1.5 billion in total market capitalization, returning to levels seen before the 2021 boom.

The drop unfolded alongside a broader crypto market drawdown over the past two weeks.

Bitcoin and Ether declines dragged NFT activity lower. The sector continues to move in lockstep with broader risk sentiment.

Supply Grows as Demand Shrinks

NFT supply expanded sharply in 2025, even as sales volumes fell. Nearly 1.3 billion NFTs are now in circulation, up 25% year over year.

Total NFT sales dropped 37% to $5.6 billion, while average prices slipped below $100. More tokens are competing for fewer buyers.

Corporate Exits Accelerate the Reset

Major exits added pressure. Nike offloaded RTFKT, while platforms like Nifty Gateway and Rodeo announced shutdowns after failing to scale sustainably.

These closures highlight a shift away from hype-driven expansion. Survivors are being forced to justify real utility and revenue.

Take: NFTs aren't dead—they're being repriced.

For you, this reset favors quality, community, and use cases over volume and speculation, with fewer winners but clearer long-term signals.

Coin Leaderboard

Crypto Pulse

Fear took over the top of the market, but it didn't freeze everything underneath.

As leverage got wiped and sentiment sank, attention snapped to pockets where momentum still works—even when the rest of the chart looks broken.

SPLD, SKR, and COLLECT are moving because this tape is rewarding speed, timing, and selective risk.

In a market resetting expectations, short-lived bursts—not long-term stories—are where traders are still finding air.

Splendor (SPLD) $6.98 (+731.52%)

SPLD ignored the broader market sell-off entirely, surging over 731.52% in a move driven by pure momentum rather than sentiment.

Seeker (SKR) $0.02689 (+38.9%)

SKR climbed nearly 39% in the past 24 hours, extending post-launch volatility roughly two weeks after hitting the market.

Collect on Fanable (COLLECT) $0.05367 (+28.83%)

COLLECT rebounded 28.83% as buyers stepped back in following the recent market-wide pullback.

Free Guide (Sponsored)

Foreign powers are challenging the dollar while global tensions continue to rise.

Markets reward preparation, not hesitation, during moments of political and economic stress.

Savings left unprotected often take the hardest hit when volatility accelerates.

This Patriot’s Tax Shield shows how physical gold has historically helped investors protect purchasing power.

A free Wealth Protection Guide breaks down how Trump’s vision could create renewed momentum for gold.

Get the FREE guide and see how to protect savings today.

Future Forward

Crypto doesn't move all at once—it leaks forward.

Conferences, early drops, and rough-around-the-edges launches are where ideas get tested before the market decides they're worth pricing in.

Airdrops don't reward being loud or late. They reward being early, curious, and willing to use things before they're trending on your feed.

Token launches are stress tests in real time. You can see what attracts real users, what only pulls short-term noise, and what still holds attention when the hype wears off.

Conferences tie all of that together. They're where builders, incentives, and narratives collide—often quietly shaping what shows up on your chart weeks later.

Crypto Conferences:

💎 KOL Connect Riyadh Edition (Feb 9, 2026)

💎 Liquidity 2026 (Feb 9, 2026)

💎 Tokenized Capital Summit Hong Kong 2026 (Feb 9, 2026)

Upcoming Airdrops:

🎁 Tradoor (TRADOOR) Airdrop (Feb 2026)

🎁 SoSoValue (SOSO) Airdrop (May 2026)

Upcoming Token Launches:

🚀 CAP ICO on Uniswap (Feb 9, 2026)

🚀 Somate (SOMT) TGE and Distribution (Feb 12, 2026)

🚀 Mezo TGE and Distribution (Q1 2026)

Which event are you most excited for? Let us know!

Crypto Know-How: What Was the 2021 NFT Hype?

The 2021 NFT boom was driven by novelty, easy money, and the idea that digital ownership was being reinvented overnight.

Art, profile pictures, and collectibles exploded in value as new buyers rushed in faster than understanding could catch up.

Prices rose because everyone expected someone else to pay more later.

NFTs became less about use or culture and more about flipping, with social media amplifying every sale into a perceived signal.

As supply exploded, demand couldn't keep up. Thousands of projects launched with little differentiation, and once liquidity tightened, prices fell faster than they rose.

For you, the lesson is simple: hype can bring attention, but only utility and community keep it. The current reset isn't about NFTs failing—it's about the market learning what actually lasts.

Everything Else

  • Senator Cynthia Lummis urged banks to embrace stablecoins as a new revenue opportunity, warning that delays to the CLARITY Act only add uncertainty while stablecoins keep gaining strategic importance for payments and dollar dominance.

  • Bitcoin ETFs saw roughly $434M in outflows as Bitcoin briefly touched $60,000, reigniting debate over whether ETFs dampen scarcity while still acting as pressure valves during high-volatility selloffs.

  • BlackRock's Bitcoin ETF IBIT hit a record $10B in trading volume on a sharp price drop, a classic sign of institutional capitulation rather than fresh confidence.

  • Polymarket filed US trademark applications for POLY and $POLY, signaling progress toward a token launch even as legal challenges and low near-term odds keep expectations restrained.

  • Resurfacing US–Iran warnings added headline risk to crypto markets, with Bitcoin reacting like a high-beta tech trade as traders brace for volatility rather than clear direction.

Right now, the edge isn't reacting faster—it's paying attention sooner.

If you stay close to where builders are experimenting, incentives are forming, and users are actually showing up, you don't need to chase moves—they tend to find you.

Best Regards,
— Benjamin Vitaris
Crypto Intel