BTC Breaks Through 67,000 USDT

Can altcoins rebound in Q1 2026? Data reveals the end of the sell-off and potential turning points

February 12 News, as the first quarter of 2026 approaches its end, whether altcoins still have a rebound opportunity has become a focal point of market attention. Currently, sentiment remains weak, with most altcoins in a deep correction phase. Analytical firm Swissblock pointed out that its altcoin pulse signals show that although there are signs of slowing downward momentum, no clear reversal signals have appeared yet, and a full recovery is still unlikely in the short term. From on-chain and price structure perspectives, since Bitcoin broke below a key threshold in mid-January, selling pressure on altcoins has significantly increased, and capital outflows have accelerated. Meanwhile, only a very few altcoins remain above the 200-day moving average, indicating that most projects are still in a downtrend channel. Technical analysis shows that a bullish signal would only be confirmed if the positive signal line crosses above the negative momentum line in the future, which could bring new bullish clues to the market.

BTC Spring Festival "Red Envelope Market," can it be recreated this year?

From 2015 to 2024, Bitcoin recorded positive returns during the Spring Festival for 10 consecutive years, with gains ranging from 0.8% to 19.5%. In 2025, the first decline occurred, with a drop of 4.8%. As the 2026 Spring Festival approaches, Bitcoin's price is around $67,000, and the market is watching to see whether the upward trend will continue or if there will be another decline.

The Triple Resonance at Bitcoin's Bottom: The Ultimate Direction of Macro, On-Chain, and Miner Economics

Author: FLAME LABS Summary This research report aims to comprehensively analyze the core question of the Bitcoin market in the first quarter of 2026: after experiencing a sharp retracement from the October 2025 all-time high (around $126,000) to the current range of approximately $60,000-$70,000, where exactly is the absolute bottom of this cycle? The current market is at a paradoxical crossroads: on one hand, the traditional "four-year halving cycle" theory suggests the market is still in a bear market relay, possibly requiring a cooling-off period of up to a year; on the other hand, the approval of spot ETFs, the Federal Reserve's shift in monetary policy (and the subsequent personnel changes bringing uncertainty), and the iteration of mining hardware are reshaping the underlying logic of the market. This report abandons simple linear extrapolation and instead constructs a model that includes macro liquidity, miner survival costs (shutdown price), on-chain chips

Exodus reduced its holdings by 10 BTC and 11 ETH in January, while increasing its holdings by 1334 SOL.

Exodus Movement has updated its digital asset holdings as of January 31, 2026, holding 1,694 BTC and 1,887 ETH, down 10 and 11 respectively, and increasing its SOL holdings by 1,334 to 13,807.

10X Research: Bitcoin Retreats to Liquidity Trap Zone, Market May Reversal

10X Research CEO Markus Thielen stated that after the 2024 US election, Bitcoin could rapidly rise to $90,000, but then fall back to $87,000 due to a liquidity vacuum, facing negative options gamma at $75,000, which leads market makers to sell futures. The market situation could reverse at $60,000.

Tom Lee warns that gold may have peaked. Can Bitcoin become the next focus of capital?

February 12 News, Fundstrat co-founder Tom Lee recently stated that after a strong rally, gold prices are approaching a cyclical high, and the market may soon see a new round of capital rotation. He believes that if risk aversion cools and risk appetite increases, some capital may re-focus on Bitcoin, thereby reigniting the discussion of "which has more long-term value, gold or Bitcoin." Looking back over the past year, the global financial environment has remained volatile, with geopolitical tensions and inflation pressures recurring, making gold the primary safe-haven choice. Data shows that gold has increased by as much as 73% this year, attracting significant institutional and retail investment. In contrast, Bitcoin has fallen about 29 during the same period, under pressure from regulatory uncertainties and profit-taking. This stark divergence has reshaped the global asset allocation landscape.