Deep Dive 2/3/26
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Deep Dive 2/3/26
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概要
Executive Summary
The last 24 hours saw a structural shift in the Bitcoin (BTC) ecosystem. Following a period of systemic deleveraging and a “Black Monday” liquidity fracture that drove Bitcoin to local lows near $74,500, the market has pivoted toward institutional absorption. This transition is underpinned by three primary catalysts: a landmark $500 billion U.S.-India trade agreement that has stabilized global risk sentiment, a massive $561.9 million reversal in U.S. Spot Bitcoin ETF flows, and significant industrial-scale infrastructure expansion.
Current data suggests that while retail sentiment remains fragile due to technical breaches of psychological support, institutional participants are treating recent price suppression as a “fire-sale” opportunity. The validation of the 75,000–78,000 accumulation zone, combined with the resolution of the U.S. fiscal cliff and the industrialization of the mining sector, has shifted the path of least resistance to the upside.
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