Core Insights - Bitcoin is experiencing a significant decline, dropping below $76,000 and down approximately 40% from its 2025 peak, reflecting a lack of buyers and momentum [1][2] - The current selloff is characterized by fading demand and thinning liquidity, with Bitcoin not responding to external market pressures such as geopolitical stress or dollar weakness [2][4] - January saw Bitcoin fall nearly 11%, marking its fourth consecutive monthly decline, the longest losing streak since 2018 [3] Market Sentiment - There is a notable absence of optimism on social media regarding Bitcoin's decline, contrasting with the usual bullish sentiment in the cryptocurrency space [4] - Despite regulatory wins and increased institutional investment, many investors feel that the optimism was premature, leading to stalled prices [4][5] Institutional Behavior - Spot ETFs are showing signs of weakening conviction among mainstream buyers, with many now underwater after purchasing at higher prices [5] - Large institutional players have reduced their purchases following the decline in their own stock prices, further diminishing demand in the market [5] Market Liquidity - Bitcoin's market depth is over 30% below its October peak, indicating a significant drop in capital available for large trades, reminiscent of the liquidity issues following the FTX collapse in 2022 [6] - Historical recovery patterns suggest that the current downturn may still be in its early stages, with previous peaks taking considerable time to recover [6]

🚨 🚨 🚨 🚨 🚨 🚨 130,000,000 #USDT (129,986,350 USD) transferred from Tether Treasury to unknown wallethttps://t.co/ZRlMKNsSWF ...

What a scam https://t.co/lWT9oVy57owale.moca 🐳 (@waleswoosh):I bought some more BTC here.Entry $78,670 USD.I still believe in this ...

🇧🇹 LATEST: The Royal Government of Bhutan transferred 100 $BTC to QCP Capital. https://t.co/CSjlDY6pkm ...

🚨 🚨 🚨 🚨 🚨 🚨 🚨 2,240 #BTC (174,554,428 USD) transferred from unknown wallet to unknown wallethttps://t.co/432e3YNPy7 ...

Strategy (MSTR) Executive Chairman Michael Saylor indicated that the largest publicly traded holder of bitcoin (BTC) bought more of the largest cryptocurrency over the past week. “More Orange,” Saylor wrote in an X post on Sunday morning. For months, Saylor has typically previewed Strategy’s bitcoin purchases with a weekend post referencing orange dots, a signal that is usually followed by a formal announcement on Monday. Given that the common stock fell 6% over the week, closing below $150 per share, ...

🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 2,240 #BTC (175,123,742 USD) transferred from unknown wallet to unknown wallethttps://t.co/GrSTlnT23I ...

What’s your outlook for February? ...

RT ᴛʀᴀᴄᴇʀ (@DeFiTracer)🚨 BREAKING:BINANCE, COINBASE AND BYBIT LIQUIDATING CRYPTO AHEAD OF TRUMP'S "URGENT" SPEECHTHEY ARE NON-STOP DUMPING MILLIONS OF $BTC EVERY FEW MINUTESWHAT DO THEY KNOW?? https://t.co/84VhH3B2Bv ...

🚨 🚨 🚨 🚨 1,121 #BTC (87,852,424 USD) transferred from #Kraken to unknown wallethttps://t.co/d96xV40Uec ...