Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 02/04/2026
Today’s podcast episode was created from the following stories:
Germans can now buy bitcoin, ether, solana products directly from their ING accounts
By Omkar Godbole, AI Boost | Edited by Shaurya Malwa — Feb 3, 2026
ING Deutschland now lets retail customers buy crypto-backed ETPs tied to bitcoin, ether, and solana directly in their bank-linked securities accounts. Issued by 21Shares, Bitwise, and VanEck, these products mirror coin prices and plug into existing brokerage workflows—no wallets or keys needed. In Germany, holding over a year can qualify gains for favorable tax treatment, underscoring mainstreaming retail access.
Musk’s SpaceX–xAI mega deal sharpens focus on bitcoin accounting ahead of IPO
By Shaurya Malwa — Feb 3, 2026
The SpaceX–xAI merger brings SpaceX’s estimated 8,300 BTC into a single structure that’s inching toward an IPO, elevating accounting, disclosure, and volatility optics. While modest versus a potential $1T valuation, the stake could add earnings noise under fair-value rules once public. Unlike Tesla’s more active approach, SpaceX has largely held its BTC—stability that may appeal to some investors but reduces flexibility in choppy markets.
Bitcoin, ether and major tokens stage relief rally after weekend bloodbath
By Shaurya Malwa (Edited by Sam Reynolds) — Feb 3, 2026
Crypto rebounded after a harsh weekend flush, with bitcoin recovering from ~$74K lows toward $79K as majors posted single-digit gains. CF Benchmarks says the washout may have completed a longer bearish sequence, but warns BTC is at an inflection point and needs strong buying to repair structure. Failure could reopen downside toward liquidity pockets below $70K.
Bitcoin holds key support as ‘extreme fear’ grips traders: Crypto Markets Today
By Oliver Knight, Omkar Godbole — Feb 3, 2026
Despite an “extreme fear” reading of 17/100, bitcoin stayed above a key support zone while majors faded overnight highs. Derivatives metrics show elevated implied volatility, $300M in liquidations, and puts still commanding premiums—signs of lingering downside hedging. One bright spot: HyperLiquid’s HYPE token outperformed as volumes and open interest surged.
Bitcoin ETFs see cash rush as traders hunt bargains
By James Van Straten — Feb 3, 2026
U.S. spot bitcoin ETFs drew $561.8M in net inflows Monday, led by Fidelity and BlackRock, breaking a near 10-day outflow streak. Notably, ETF AUM sits only ~5% below its October peak while spot BTC is ~40% off its high—setting up a key test of buyer conviction. If inflows persist, they could cushion price; if they reverse, redemptions may add pressure.
Crypto bear market is nearing end, with $60K as key bitcoin floor, Compass Point analysts say
By Helene Braun, AI Boost — Feb 2, 2026
Compass Point sees bitcoin bottoming in the $60K–$68K range, with deeper downside likely requiring a broader equities bear market. They flag an “air pocket” in the $70K–$80K zone and note ETF cost bases near $81K–$83K could act as resistance. Long-term holder accumulation in the target range supports the base case for an eventual rebound.
Cathie Wood’s ARK buys over $70 million of crypto stocks as bitcoin slides
By Sam Reynolds, AI Boost | Edited by Omkar Godbole — Feb 3, 2026
ARK Invest bought roughly $72M of crypto-related equities—including Robinhood, CoreWeave, Circle, Bullish, Bitmine, Block, and Coinbase—leaning into weakness as bitcoin dipped below $75K. The move extends ARK’s dip-buying playbook and aligns with Wood’s thesis that bitcoin provides diversification. Concentrated buys in Robinhood and CoreWeave highlight selective conviction.
Bitcoin bulls, forget the official stats, U.S. inflation is crashing in real time
By Omkar Godbole — Feb 3, 2026
Blockchain-based Truflation fell below 1% for the first time since early 2021, implying rapid disinflation versus official CPI and bolstering the case for earlier rate cuts. For liquidity-sensitive assets like bitcoin, a looser policy path could be a tailwind, even as near-term positioning remains fragile. Longer term, analysts cite growing institutional adoption, stablecoin use, and tokenized RWAs as structural supports.
Bitcoin crashes 40% but historic “fire-sale” signal suggests rebound ahead
By Cassie B. — Feb 3, 2026
Amid a sharp drawdown and ETF outflows, long-term valuation gauges like the two-year MVRV z-score and oversold RSI point to potential “fire-sale” conditions. With leverage largely flushed, a move toward ~$85K could trigger short squeezes, though macro policy signals remain a swing factor. The piece frames the setup as a classic contrarian opportunity—albeit with timing uncertainty.
Bitcoin miners get an open-source alternative as Tether launches MiningOS
By Shaurya Malwa — Feb 3, 2026
Tether unveiled MiningOS, a modular, open-source operating system designed for miners from home rigs to industrial fleets, emphasizing transparency and avoiding vendor lock-in. The self-hosted stack uses peer-to-peer communications and is released under Apache 2.0, aiming to simplify management while reducing third-party dependencies. It adds momentum to open mining infrastructure alongside efforts from firms like Block.
