US Senator Bernie Moreno told CNBC at Mar-a-Lago that the US CLARITY Act could pass Congress by April. According to Polymarket, odds of 2026 passage spiked to 90% on Wednesday before easing to 72%. Coinbase CEO Brian Armstrong, who withdrew support in January over stablecoin and SEC provisions, now says there is a path forward.

At Cointelegraph's LONGITUDE conference in Hong Kong on Feb. 12, industry leaders focused on Bitcoin's exposure to quantum computing, looming US regulation and the path to trillion-dollar crypto infrastructure. Tron founder Justin Sun urged the sector to get ready for artificial general intelligence, while investors and executives debated how to price quantum risk into Bitcoin and how far the US CLARITY Act could reshape the regulatory landscape.

Venture capitalist Nic Carter warned on the Bits and Bips podcast that major institutions could replace Bitcoin developers if quantum computing risks aren't addressed quickly. He pointed to BlackRock's 761,801 BTC holdings and said a "corporate takeover" is plausible. Bitcoin traded at $70,281, down 26.25% over 30 days, per CoinMarketCap.

Roundhill Investments filed with the SEC on Friday to register six ETFs that use event contracts linked to the 2028 US presidential election. On Saturday, ETF analyst Eric Balchunas said the lineup could be groundbreaking if approved, while the filing cautioned that funds tied to losing outcomes could see near‑total capital loss and face regulatory uncertainty.

During a Thursday Fox Business interview, Anthony Pompliano said cooling inflation is challenging why Bitcoin holders stay invested and argued deflation may mask U.S. dollar devaluation before a rebound in risk assets. Market sentiment has fallen to multi‑year lows, and Bitcoin has slid over the past month as investors reassess its role.

Bitwise CEO Hunter Horsley told CNBC on Friday that Bitcoin's slide below $70,000 places it in a bear market and is offering institutions a fresh opportunity to buy at levels they thought they had missed. He noted Bitcoin was recently down 22.60% over 30 days and trading near $69,635, while Bitwise saw over $100 million in institutional inflows on Monday as the asset traded around $77,000. Horsley added that Bitcoin is currently moving in tandem with other liquid macro assets as investors sell broadly across markets.

Bullish CEO Tom Farley said in a CNBC interview that the crypto sector is set for large‑scale consolidation, with bigger players acquiring smaller projects. He argued the recent market slide has reset expectations, noting Bitcoin is nearly 45% below its October all‑time high and around $69,405 at publication. Farley added many firms will need to merge and scale.

Santiment said on Saturday that retail traders are scanning for signs of 'capitulation' to time entries, implying a bottom may already have formed. Google Trends shows 'crypto capitulation' searches rising from 11 in the week ending Feb. 1 to 58 in the week ending Feb. 8. Bitcoin fell 24.27% over 30 days and was $68,970 at publication.

BlackRock's iShares Bitcoin Trust (IBIT) recorded $231.6 million of inflows on Friday, following two prior sessions of heavy redemptions and a sharp price decline. The move came in a week where U.S. spot Bitcoin ETFs saw three days of $1.25 billion in combined outflows before a $330.7 million inflow rebound, while Bitcoin's price fell 24.30% over 30 days.