February 1, 2026
Finance

Cryptocurrency Markets Falter Amid Widespread Sell-Off; Analyst Highlights Bitcoin's Underperformance Against Gold as Buying Opportunity

Bitcoin, Ethereum, and XRP Experience Significant Declines While Dogecoin Remains Steady During Increased Risk Aversion

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Summary

Sunday saw intensified risk-off sentiment in financial markets, driven by substantial sell-offs in major cryptocurrencies and precious metals. Bitcoin dropped below the $76,000 mark, its steepest decline since early April, with Ethereum and XRP also registering double-digit percentage losses. Over $500 billion was wiped from the crypto market capitalization in a 24-hour period. Market observers noted Bitcoin's depreciating value relative to gold as a potential opportunity for accumulation.

Key Points

Bitcoin declined below $76,000, marking its largest drop since early April, and is down 11.42% year-to-date.
Ethereum fell below $2,300, reaching its lowest point in over seven months, with a 23% decline since the start of the year.
Over $500 billion was liquidated from the cryptocurrency market within 24 hours, with a notable $373 million loss in leveraged long positions.
Analysts highlight Bitcoin’s multi-year trough against gold as an opportunity to accumulate, while others await further declines in Ethereum before buying.

Financial markets entered a phase of heightened risk aversion on Sunday as substantial liquidations occurred across leading cryptocurrencies and precious metals. The downturn was marked by Bitcoin's decline below the $76,000 threshold, signaling its most significant drop since early April when trade tensions prompted market disruptions. Bitcoin, the largest digital currency by market value, is currently down by 11.42% year-to-date, reflecting a notable reduction in investor confidence.

Ethereum, the second largest cryptocurrency, experienced an even more pronounced depreciation, falling below $2,300 to levels not seen in more than seven months. This downturn represents a 23% decline since the beginning of the year. XRP and Solana also recorded losses, shedding 3.17% and 3.11%, respectively, while Dogecoin bucked the broader trend by trading slightly higher with a 0.63% increase, settling at $0.1044.

The overall market capitalization for cryptocurrencies contracted by $500 billion in the previous 24 hours, according to Coinglass data, with leveraged long positions absorbing a wipeout of $373 million. Bitcoin's open interest notably decreased by over 10% last week, reaching a level near $52.43 billion as investor sentiment shifted into the "Extreme Fear" category.

Market dominance metrics reveal that Bitcoin currently holds a 59.3% share of the total cryptocurrency market, while Ethereum's market dominance has declined below 11%, reflecting its relative underperformance amidst the sell-off.

Despite the general decline, certain digital assets recorded significant gains within the last 24-hour period. ZKSync (ZK) surged by 28.06% to $0.02963, Ultima increased 20.17% to $5,762.91, and Stable (STABLE) appreciated by 17.06% to $0.02639. These advances highlight pockets of investor interest within the broader bearish environment.

Meanwhile, precious metals faced downward pressure as well. Spot gold prices revealed a decline of 2.50%, trading near $4,740 per ounce after reaching highs above $5,590 earlier in the week. Silver, in contrast, experienced marginal gains of 0.49%, trading at approximately $85.29 per ounce following a significant sell-off on the preceding Friday.

U.S. stock index futures illustrated a mixed performance overnight, with S&P 500 futures decreasing slightly by 0.03%, Nasdaq 100 futures falling 0.16%, and Dow Jones Industrial Average futures marginally increasing by 0.03% as of 7:43 p.m. Eastern Daylight Time.

Investors are closely monitoring the forthcoming January jobs report, scheduled for release on Friday, for indications regarding the economic outlook and future monetary policy adjustments.

Within market commentary, cryptocurrency analyst Michaël van de Poppe emphasized the historically low valuation of Bitcoin relative to gold, describing it as a "tremendous opportunity" to build positions. Van de Poppe observed, "The Dollar vaporizes anyways, so you’d rather want to benchmark vs. other scarce assets," indicating that precious metals and cryptocurrencies could serve as more reliable value benchmarks. He suggested that the market is entering an accumulation phase.

Another commentator, Ali Martinez, expressed a more cautious stance toward Ethereum, indicating that a decline to about $1,800, guided by a downward trendline from last year's highs, might provide a preferable entry point for buyers.

The Grayscale Bitcoin Mini Trust (BTC), a popular investment vehicle tracking Bitcoin’s performance, recorded a slight price increase of 0.40%, trading at $37.23, reflecting modest investor interest amid the broader market downturn.

Overall, the global crypto market continues to experience significant volatility, with major assets demonstrating considerable declines, while select tokens gain amidst the turbulent backdrop. Market participants remain attentive to upcoming economic data and technical trading levels that could influence short-term directional trends.

Risks
  • The significant market volatility and recent large-scale liquidations suggest heightened investor risk and potential for continued price declines.
  • The uncertainty surrounding upcoming economic indicators, such as the January jobs report, may further increase market instability.
  • Downward trendlines in assets like Ethereum may delay investor entry, contributing to extended price weakness.
  • The broader risk-off sentiment affecting both cryptocurrencies and precious metals introduces potential correlations that could impact investment strategies.
Disclosure
Education only / not financial advice
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Ticker Sentiment
BTC - neutral ETH - negative XRP - negative DOGE - positive SOL - negative
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