Bitcoin remains under $70,000, and a fresh analysis warns the market may not be forming a durable base. The study highlights three overlapping pressures: fading equity momentum, a structurally lower-volatility and higher-correlation regime shaped by ETF flows, and a Federal Reserve stance that is steady but not supportive. Together, these factors keep downside risks elevated.

OpenAI told investors it plans about $600 billion in compute spending by 2030, replacing the $1.4 trillion figure previously discussed by Sam Altman. The company projects over $280 billion in 2030 revenue, nearly evenly split between consumer and enterprise, while Nvidia confirmed talks on a potential $30 billion investment separate from a September $100 billion framework.

Macro analyst Lyn Alden said on a podcast published Thursday that an eventual peak in AI stock valuations could redirect capital into Bitcoin, which is still well below its October all-time high. She argued Bitcoin requires only a small influx of new demand to move higher, with long-term holders providing a price floor even as short-term traders exit.

Synthetix's SNX rallied 27% in the past 24 hours as trading volume nearly doubled to about $140 million. Market focus now turns to whether buyers can push price toward a nearby liquidity area around $0.4254, with momentum aided by strengthening derivatives participation.

Peter Schiff, chairman of Schiff Gold, tweeted yesterday that Bitcoin may slide toward $20,000 if its long-term $50k support gives way. On February 12, he said the cryptocurrency's "initial support" was around $10k. At press time, Bitcoin was near $68k after a failed move above $70k.

According to Santiment, wallets holding 10 to 10,000 BTC have trimmed their share of the circulating supply by 0.8% since October, pushing it to the lowest level since May 2025. Meanwhile, 0 to 0.01 BTC addresses added 2.5%, reaching the highest since June 2024, as mid-tier balances split: 0.01–1 BTC up 1.05% and 1–10 BTC down 0.49%. Bitcoin trades near $67,400, up 0.7% on the week.

On Feb. 5, 2026, the ECB held its deposit facility rate at 2.00% while advancing the digital euro. It estimates about €1.3 billion in development costs and plans a March 2026 call for payment providers, followed by a 12‑month pilot in H2 2027. FT also reports Christine Lagarde may exit before October 2027.

Bittensor's TAO token fell 5.25% in just over 24 hours to $174.2 while its trading volume climbed 15% to $117.50 million, signaling intense selling pressure. Technical readings and market positioning point to a possible decline toward $144 if TAO remains under the $207 resistance, even as derivatives and spot data reveal a split between short sellers and aggressive buyers.