Latest / Bitcoin News Digest Podcast
The Week That Was
Executive Summary
The first week of February 2026 was characterized by a “terminal fracture” and subsequent V-shaped recovery in the Bitcoin market, driven by a confluence of systemic liquidity shocks, geopolitical escalations, and industrial pivots. Bitcoin’s valuation oscillated violently between a local low of $60,000 and a recovery high above $70,500, effectively “round-tripping” the post-election premium.
Critical takeaways include:
• The Decoupling Failure: Bitcoin failed several tests as a “geopolitical hedge,” instead trading as a high-beta risk asset correlated with the Nasdaq 100…
The skinny
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