The Battle for Capital

DAILY MARKET OVERVIEW

Crypto vs. AI

👋 Hey, Crypto Enthusiasts! Let's talk about where we're headed after the last weeks of chaos.

After a rough week where BTC touched $60k, we saw a reactive bounce toward $70k levels. Nothing more than a technical relief after oversold conditions.

Where Do We Go From Here ❓️ 

Crypto remains in a very weak spot with little genuine demand. Although some traders are optimistically buying the dip to avoid missing out, we believe we're still months away from a potential bottom.

Expect more relief rallies like this one, but the general trend will remain bearish. 🐻 

The AI Liquidity Problem 🤖 

Crypto is now facing competition for capital from another sector: AI.

For years, crypto was the main story in risk markets. But that attention is slowly shifting. Not because crypto is over, but because AI is showing real results in the real economy.

• Companies are building faster, shipping products quicker, and doing more with fewer people.

• Productivity is rising, costs are dropping, and that's exactly what capital cares about.

Big tech shifts make short-term price moves matter less. When a new technology starts growing fast, the real opportunity isn’t in trading every up and down, it’s in being invested for the long run. We’ve seen this with the internet, smartphones, and crypto. The hard part was never spotting the trend. It was staying invested through the noise.

AI looks like the same kind of change, just bigger. Growth will probably beat expectations, old ways of valuing companies won’t keep up, and prices of AI-related assets will likely adjust faster than people think.

For crypto, this means it won’t be the only big story anymore. Some money and attention will move elsewhere for a while. For crypto investors, patience is still the most important asset.

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SOCIAL SENTIMENT

Bear Market Builders: EtherFi

Despite bearish conditions, some projects continue to build and grow adoption. One that recently caught our eye is EtherFi.

What Is EtherFi ❓️ 

EtherFi is a non-custodial crypto platform offering staking, vaults, and crypto spending services.

Why It's Interesting

Their growth has been notable since launching the EtherFi Cash Card. Transaction volumes have skyrocketed over the past 6 months, and adoption remains consistent.

• This is driving revenue growth, which the team is using to buyback tokens from the market. So far, they've bought back $15.4M worth of tokens.

These are the kinds of projects we're adding to our bear market watchlist. If adoption and revenue continue growing through the downturn, they could be big winners when the bull market returns.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Tether Plans to Hire 150 Staff as Expansion Accelerates
Tether is preparing a major hiring push, adding 150 employees as USDT growth fuels expansion across tech, regulation, and global investments.

Crypto.com CEO Buys AI.com for $70M in Crypto
Crypto.com CEO Kris Marszalek acquired the AI.com domain for $70 million and plans a Super Bowl debut for a new consumer AI platform.

CoinShares Downplays Bitcoin Quantum Risk
CoinShares said only a small portion of bitcoin faces real quantum risk, pushing back on claims that a large share of BTC is vulnerable.

South Korea to Tighten Crypto Oversight After Market Incidents
South Korea plans tougher crypto market supervision, targeting manipulation and IT failures following recent exchange mishaps.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Benjamin Cowen – Welcome Back Home, Ethereum! (09.02.2026 Summary)

In this video, Benjamin Cowen explains why Ethereum has “come home” again and why that’s not a bad thing. Instead of looking for a quick rebound, he argues this phase is about patience and building a base for the next real bull market.

Key points

• Cowen says Ethereum has returned to its long-term “fair value zone,” what he often calls its regression band. In past cycles, this is where ETH tends to spend time before a new bull market begins.

• Last cycle, Ethereum didn’t stay in this zone very long and quickly ran to new highs. This time, Cowen expects it to stay here much longer, likely throughout most of 2026.

• He believes this is normal and healthy. Spending time here allows the market to reset and gives long-term investors a chance to build positions without hype.

• Cowen notes that ETH often underperforms Bitcoin during late bull markets, then starts to bottom against Bitcoin only after ETH returns to this “home” zone.

• He expects Ethereum’s price against Bitcoin to eventually form a double bottom later this year, which has historically been a strong signal for the next cycle.

• Based on past cycles, Cowen sees the most likely window for that ETH/BTC bottom as late 2026, with December being his top guess, followed by September or June.

• While ETH could dip lower at some point, possibly below current levels, he doesn’t see this as a collapse, but as part of a longer basing process.

Takeaway

Cowen’s message is that Ethereum isn’t broken, it’s resetting. 2026 is about surviving the bear market and building a foundation, not chasing quick gains. If ETH spends this year consolidating, he believes it could set up a much stronger move in 2027 and beyond.

CoinBureau – The Epstein Files Just Exposed Bitcoin's Darkest Secret (09.02.2026 Summary)

Introduction
Coin Bureau explains why Bitcoin is mentioned in the newly released Epstein files and clears up the rumors spreading across social media.

Key Points

• Why this went viral: A few Bitcoin references in millions of released documents triggered extreme claims online, including that Epstein was Satoshi.

• What’s confirmed: Epstein knew about Bitcoin early and discussed it in emails. There is no proof he knew Satoshi or influenced Bitcoin’s creation.

• MIT funding link: Epstein donated money that indirectly supported MIT’s digital currency research, which helped fund some Bitcoin Core developers. This did not give him control over Bitcoin or its code.

• Crypto investments: Epstein had early exposure to companies like Coinbase and indirect involvement in a Blockstream seed round. These were financial investments, not operational control.

• Fake narratives: Viral screenshots and emails claiming Epstein created Bitcoin are false and not found in the official files.

Takeaway
The files show early exposure and indirect funding, not control. Bitcoin remains decentralized, and there’s no evidence it was compromised or secretly run by Epstein.

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