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Daily Digest: a new stage for BTC impulse, tough resistance ahead, and more 1. Bitcoin is currently trading near $89,900 after erasing its gains from Trump’s announcement of a strategic crypto reserve. Now, investors await Friday’s White House Crypto Summit, though skepticism persists due to the absence of details on the event, so the market is in a wait-and-see mode. 2. Crypto analyst Axel Adler highlights a 22% drop in Bitcoin Open Interest (OI) over the past 10 days. The reduced OI suggests a flush of overleveraged positions, potentially creating a new stage for BTC impulse. 3. According to the latest Bitfinex report, Bitcoin might face significant resistance at $94,000. 4. CryptoQuant contributor XBTManager notes that the market is currently in a pullback phase and will likely continue to consolidate for some time due to liquidity needs. 5. Investor Robert Kiyosaki criticized those who recently sold Bitcoin during the market correction, contrasting it with his own strategy of accumulating BTC at lower prices. He added that as the current U.S. President understands the power of Bitcoin, its importance will only grow.

1. S-Curve plateaus Most assets follow an S-curve lifecycle: exponential growth → maturation → stagnation. Monitor key network metrics (daily active wallets and transaction volume) and ecosystem TVL. If growth plateaus or stagnates despite bullish macro conditions, the asset may lack catalysts for further upside. 2. Capital reallocation In hyper-competitive crypto markets, capital flows toward asymmetric opportunities. For example, reallocating from a mature Layer-1 to a high-utility Layer-2 during its incentive phase (airdrops, grants) can optimize risk/reward ratios. Ask yourself: “Does this asset offer superior utility or narrative momentum compared to alternatives in my portfolio?” 3. Adverse selection When one party has more information than the other, adverse selection occurs. In crypto, this could mean unreported risks or hidden weaknesses, so watch for: ? Whale wallet activity, e.g., sudden large outflows from “insider” wallets. ? Contradictions in fundamentals, such as unsustainable yields or opaque tokenomics (undisclosed unlocks, team sell-offs).

Daily digest: tariffs could produce positive long-term effects, and more 1. Bitcoin's price is down by 8% today, currently trading at $83,900, as new tariffs on Canadian and Mexican imports take effect today. 2. Arthur Hayes asserts that we remain in a bull market, suggesting that the lowest Bitcoin can drop is to the previous all-time high of $70,000. 3 On-chain and technical analyst GrizzlyBTClover reports that the ongoing correction might continue for another 2 to 3 months, with Bitcoin likely trading between $80,000 and $100,000. If historical patterns repeat, a breakout beyond $100,000 could indicate the end of this correction phase and potentially spark a rally toward $130,000. 4. Michael van de Poppe believes that while tariffs may negatively impact the markets in the short term, they could produce positive long-term effects. He suggests that China’s focus on stimulating its domestic economy could weaken the U.S., creating a favorable environment for Bitcoin. 5. Tom Lee, CIO of Fundstrat, contends that Bitcoin's recent drop is not a result of negative news but rather reflects cyclical market dynamics. He sees a potential short-term target of $62,000 for Bitcoin but still anticipates it will exceed $150,000 by year-end.

The crypto market rebounded after two weeks of decline, driven by news of U.S. President Donald Trump’s plan to establish a strategic crypto reserve. Bitcoin briefly surpassed $94,000 on Sunday before correcting to $91,800 at the time of writing. Key events this week: ?? March 4 – The U.S. will impose a 25% tariff on goods from Canada and Mexico. ?? March 7 – President Trump will host the first-ever White House Crypto Summit. What experts are saying: ?? Kevin Guo, director of HashKey Research, expects a near-term correction as investors take time to assess the crypto reserve announcement and Trump’s legal ability to establish it. ?? Trader and analyst Alex Krüger identifies $89,000–$92,000 as a support zone, with resistance at $98,000–$100,000 and then $105,000. He adds that traders can now “long support confidently”. ?? Arthur Hayes, CIO and co-founder of Maelstrom Fund, warns that progress on the crypto reserve may be slower than expected, as congressional approval is required. ?? Greg Magadini, director of derivatives at Amberdata, anticipates buy-the-rumor, sell-the-news dynamics in the market around the March 7 crypto summit.

Daily digest: a sharp dip is expected, bear trap, and more 1. Bitcoin dropped by 7.6% in the last 24 hours, trading at $79,672 as of now. Despite Nvidia reporting record revenue in Q4, market sentiment remains gloomy following Donald Trump’s statements about imposing an additional 10% tariff on China. 2. Ki Young Ju, CEO of CryptoQuant, expects Bitcoin to trade between $75,000 and $100,000 for an extended period, until new liquidity enters the market. 3. Arthur Hayes, the former CEO of BitMEX, notes that Bitcoin continues making lower lows, suggesting the downtrend isn’t over yet. He predicts one more sharp drop below $80,000, most likely over the weekend, before the market stabilizes. 4. Santiment, a market analytics firm, warns that the strong buy-the-dip sentiment they observe across social media could be a red flag. Since markets often move against the crowd, fading optimism might signal a bottom. 5. CZ, the former CEO of Binance, hints that BTC’s past post-halving corrections have historically led to rallies.

Daily digest: record outflows, memecoin collapse, and more 1. Bitcoin remains below $90,000 as the strengthening yen, a traditional safe-haven currency, and U.S.-China trade concerns weigh on risk assets. 2. Yesterday, spot Bitcoin ETFs saw a record $937.9 million in net outflows. Peter Chung, head of research at Presto Research, explains that TradFi hedge funds had been buying Bitcoin ETFs while shorting CME futures to capture a 10% yield. As returns fell to around 5%, funds began reducing positions, likely driving the outflows. 3. Alexia Theodorou, head of derivatives at Kraken, notes that despite BTC dropping below $90,000, the long/short ratio has reached a record ~0.8, and open interest is at a four-week high. This suggests traders are positioning for a potential rebound. 4. Matt Hougan, CIO at BitwiseInvest, predicts the memecoin boom will end within six months, citing its role in laundering stolen ETH, the Libra case, and other factors. He anticipates a shift toward Bitcoin adoption, stablecoins, tokenization, and DeFi growth. 5. Bravo Research notes that the US money supply had doubled in just 10 years, which could fuel Bitcoin’s next parabolic rally.

Daily digest: BTC’s dip could deepen, Ether’s bullish signal, and more 1. The market took a hit after Donald Trump reaffirmed that his planned 25% tariffs on Canada and Mexico are "going forward on time, on schedule." Bitcoin is down by 6% in the past 24 hours, now trading at $88 938. 2. Julio Moreno, Head of Research at CryptoQuant, notes that Bitcoin demand has turned negative for the first time since last September. With buying pressure fading, the likelihood of further correction grows. 3. Matrixport reports that the likelihood of a deeper BTC decline is growing, as this drop is occurring during a period of low trading activity, which may result in weak demand to buy the dip. 4. Raoul Pal, CEO of Global Macro Investor, points out that BTC’s current market structure resembles 2017, when five separate pullbacks of 28% occurred. Most lasted 2–3 months before Bitcoin rallied to new highs. 5. Kate The Alt, an altcoin data analyst, sees bullish momentum for Ethereum as whales continue accumulating ETH. The number of wallets holding 10K–100K ETH has surged by 24% over the past year, with most growth coming from wallets that previously held under 1K ETH.

Bitcoin enters the new week trading within the $95,000–$96,000 range after Friday’s $1.4 billion Bybit hack, which disrupted BTC’s attempt to break the $100,000 level. Meanwhile, Bybit's CEO reports that the exchange has replenished its ETH reserves following the exploit. Key events this week: ?? Feb 27 – US GDP Growth Rate (Q4 2024). ?? Feb 28 – US PCE Price Index (January). What experts are saying: ?? Well-known trader @CrypNuevo expects a “nice trading week” due to a quiet economic calendar. He sees $94,700–$95,000 as a bounce level for BTC, targeting the $99,000 zone and beyond. ?? Analyst @CalebFranzen notes that Bitcoin is on its fourth consecutive red weekly Heikin Ashi candle. Similar patterns have often preceded major rallies. ?? Trader and analyst @Roman_Trading believes BTC is showing weak momentum, failing to break higher multiple times. He expects a drop to $90,000 to test support. ?? Trader @CryptoMichNL notes that a red Monday often leads to an uptrend for the rest of the week in the crypto market.