Из жизни альткоинов

Из криптовалютных биржевых фондов (ETF) за неделю было выведено $1,7 млрд. Отток капитала происходит уже вторую семидневку подряд на фоне изменения настроений инвесторов, сообщила инвестиционная компания CoinShares.

Объем похищенных мошенниками криптовалют вырос в январе на 214% по сравнению с декабрем — с $117,8 млн до $370,3 млн, сообщили специалисты компании-аудитора безопасности блокчейнов CertiK.

A sharp hit to risk markets left crypto with heavy losses over the weekend. Reports say roughly $250 billion was wiped from combined market value as investors pulled back. Some of the selling hit Bitcoin hard. Others said it spread to tech stocks at the same time.

Bitcoin Faces A Confidence Test

Bitcoin has been searching for a base. As of today, it slipped below $80,000 and is down about 40% from the 2025 high above $126,000.

Traders and on-chain trackers show weaker buying pressure. Retail interest has cooled. Large outflows from spot ETFs have been recorded, and momentum has been lost across several indicators.

Support near $73,000–$75,000 is now the zone many are watching, while some market participants expect more stops to be run before calm returns.

Markets Are Moving Together

Analysts note that Software-as-a-Service stocks and Bitcoin fell in tandem. That matters because both depend a lot on hopes about future growth; they tend to be hurt first when money gets tight.

Gold was rising at the same time, and some traders argued that the move into bullion drew marginal cash away from riskier bets. When fewer dollars are freely moving between banks, hedge funds trim leverage fast and the riskiest positions suffer most.

https://t.co/M5mLAi3XLA

— Raoul Pal (@RaoulGMI) February 1, 2026

Macro Liquidity, Not A Crypto-Only Issue

According to Raoul Pal, founder and CEO of Global Macro Investor. the squeeze came from a narrower pool of US dollar liquidity rather than a problem unique to crypto.

The mechanics he points to are technical: Treasury General Account rebuilds, higher funding costs, and a smaller buffer in the Reverse Repo Facility that used to soak up extra cash.

“The rally in gold sucked all marginal liquidity out of the system that would have flowed into BTC and SaaS,” Pal said. “There was not enough liquidity to support all these assets, so the riskiest got hit,” he added.

Those shifts can quietly remove liquidity even when no single headline screams crisis. Government funding hiccups were also blamed for adding friction to the system. When liquidity is chased away, assets tied to future cash flows get hit hard.

Different Voices On The Fed Nomination

Reports say the nomination of Kevin Warsh to run the Federal Reserve has added to the nervous mood. Some market pros worry he won’t cut rates as quickly as hoped.

Some analysts said that sentiment swung on the idea that rate relief might be delayed. But Raoul Pal pushed back, arguing that US President Donald Trump’s team will steer policy toward easier rates and that Warsh will follow that playbook.

Views differ. That uncertainty has left many traders unwilling to put fresh money into stretched trades.

A Cautious But Not Despairing Close

At the time of writing, price action looks fragile and rallies have been short-lived. Yet some analysts expect the liquidity drain to ease and for capital to trickle back once funding conditions normalize.

The coming weeks will show whether buyers return around the low-$70k area or if selling finds a deeper level. Reports note that risk appetite often returns before headlines change, but only when dollars are flowing again.

Featured image from Unsplash, chart from TradingView

Cardano founder Charles Hoskinson said he plans to sell a Blackhawk helicopter and multiple Lamborghinis and “mothball” his jet, framing the decision as a personal reset and a critique of how crypto’s culture changed after the 2021 boom.

Speaking in a Jan. 31 video recorded from Fukuoka, Hoskinson opened with a market-watcher’s morning ritual and a broader question about what’s still under an industry participant’s control when prices turn against them. “I sat down,” he said, “and I said, ‘Gosh, you know, how did we get here?’” He described the mood as one of reflection after seeing “the markets and the red lights” on his phone.

Why The Cardano Founder Is Selling His Wealth

He tied that reflection to a multi-stop community tour across Japan, saying his team had recently presented in Hokkaido and Osaka before arriving in Fukuoka, and urged viewers to watch the latest Japanese community livestream. The trip, he suggested, pulled him back to the early days when Cardano was “just an idea,” and the scene felt more insurgent than institutional.

Hoskinson leaned into that contrast, calling crypto “the punk rock of finance” and arguing that a kind of mainstream acceptance drained energy from the sector. In his telling, 2021 marked a turning point: “We all got rich and we all got accepted. And you know, we all just basically became part of the system.” Once inside, he said, the system “take[s] the life out of it,” “strip[s] you of all the things that make you special,” and repackages work into something more consumerized.

Hoskinson then turned the critique inward, describing his own lifestyle as part of the problem. “I look at myself and I say, you know, I’ve gotten a little fat and happy, literally fat, and also an opulent lifestyle,” he said, arguing that repeating the same approach — “be part of that club, hedge a little bit” — isn’t compatible with doing “great things.”

“So, you know what I’m going to do is get back to that punk rock group,” he said. “Downsize a little bit. So, I’m going to sell my Blackhawk, mothball the jet, sell my Lamborghinis, just go all in. Why not?” He positioned the move as a return to an earlier, leaner period: “I started from nothing. Many of you older fans, you remember when I was sitting in my apartment and I had the stuffed giraffes back on the dresser and those were the days I love more than any other.”

A key part of Hoskinson’s “back to first principles” framing was day-to-day building. He said he has been coding every day and credited modern AI tooling for accelerating creativity, mentioning “a little bit of help from our friend Claude” and “a little bit of help from our friend Codex.”

Punkrocker and Crypto https://t.co/Yov4rLVlZk

— Charles Hoskinson (@IOHK_Charles) January 31, 2026

He also pointed to a heavier technical workload, saying he wrote “over 400 pages of technical documents for Midnight over Christmas,” including an “executable specification oracle with a TLA spec” and a protocol specification. The thread running through the examples was urgency and immersion, doing the work “in the pits,” surrounded by builders, rather than managing crypto as a portfolio or status marker.

At press time, Cardano traded at $0.2853.

Singapore Gulf Bank (SGB) объявил о новой услуге для корпоративных клиентов: им предлагает создавать, продавать и конвертировать стейблкоины USDC и USDT в фиатную валюту на блокчейнах Эфириум, Solana и Arbitrum.

Американская компания Ripple, выпускающая криптовалюту XRP, получила от Комиссии по надзору за финансовым сектором (CSSF) Люксембурга лицензию на эмиссию электронных денег (EMI).