February 2, 2026
Finance

Bitcoin's Election-Related Surge Nears Full Reversal Amid Shifting Market Dynamics

Post-Election Cryptocurrency Momentum Fades as Liquidity Moves Toward Commodities and Uncertainty Persists

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Summary

Bitcoin's recent gains following the election, once dubbed the 'Trump pump,' have nearly dissipated, reflecting a typical sell-the-news pattern as per market analysts. Despite optimistic political rhetoric, the digital asset has encountered challenges from geopolitical tensions and market liquidity constraints, resulting in lackluster price movement and increasing concerns about further declines. Meanwhile, investor interest appears to be shifting toward precious metals, highlighting a notable rotation in asset preferences.

Key Points

The recent post-election rise in Bitcoin's price, known as the 'Trump pump,' has almost entirely reversed, indicating waning momentum.
Analysts describe the current market behavior as a typical sell-the-news scenario, with election-related optimism not translating into sustained price gains.
Broader geopolitical uncertainties and a significant leverage wipeout on October 10 have impaired market liquidity and participation, pressuring Bitcoin's price downward.
Investor liquidity and attention are shifting toward commodities like gold and silver, which are experiencing a strong price phase, marking a rotation away from cryptocurrencies.

Bitcoin (CRYPTO: BTC) has experienced notable difficulty in maintaining its upward momentum following a surge linked to the recent election cycle. This post-election price increase, colloquially termed the 'Trump pump,' has almost entirely reversed, signaling a potential reset in market sentiment surrounding the cryptocurrency.

Leading analysts Crypto Cred and DonAlt recently shared insights on a podcast, describing this scenario as a classic sell-the-news event. Despite expectations tied to a perceived 'crypto presidency' and its potential to elevate digital asset values, the anticipated bullish price action has failed to materialize. The market's tepid response suggests that even favorable political narratives failed to translate into sustained investor enthusiasm.

According to these analysts, a correction of Bitcoin's price into the range of $68,000 to $71,000 would equate to a full adjustment away from election-driven speculation. They identified this price band as a potential entry point for investors seeking a high-conviction long position, contingent on evidence of market stabilization.

Although there has been rhetoric supportive of cryptocurrency advancements, broader geopolitical uncertainties have placed downward pressure on the asset class. This environment has contributed to a directionless trend in Bitcoin's pricing, limiting clear trajectories.

Exacerbating the situation, an event on October 10 involving a leverage wipeout significantly impacted market dynamics. This development forced the exit of marginal buyers and impaired liquidity from market makers, further weighing on Bitcoin's price.

The diminished market participation has not only affected Bitcoin but also altcoins such as Solana (CRYPTO: SOL). These assets have been repeatedly testing critical support levels, which has heightened the risk of breakdowns over potential rebound movements. The analysts caution that current signals favor more downside risk than immediate recovery.

In light of these conditions, the recommended strategy is one of patience. Investors may consider waiting for a definitive climb above the $95,000 threshold, which would signify renewed buying momentum, or alternatively, watch for a deeper decline toward the $68,000 mark. Such a pullback could facilitate the capitulation phase necessary to reset and possibly initiate a new market cycle.

Meanwhile, liquidity and investment focus appear to be undergoing a notable rotation into commodity markets. Crypto Cred and DonAlt remarked that gold and silver are entering what can be described as a vertical, mania-like phase, indicating heightened demand and price action in these traditional safe-haven assets.

Bitcoin's recent performance has diverged from patterns typically observed in risk-on equities or conventional safe havens. Instead, it has underperformed across multiple asset classes, ranking as one of the weaker significant assets over the past quarter. This behavior reflects a unique positioning within the broader financial markets during this period of uncertainty.

Risks
  • Ongoing geopolitical uncertainty may continue to suppress cryptocurrency price momentum and create market volatility.
  • The October 10 leverage wipeout has damaged liquidity and may lead to further price instability or breakdowns in Bitcoin and altcoin markets.
  • Altcoins such as Solana are repeatedly testing critical support levels, increasing the likelihood of price breakdown rather than recovery.
  • Bitcoin's underperformance relative to equities and traditional safe havens raises concerns about its immediate investment appeal and price trajectory.
Disclosure
Education only / not financial advice
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