On February 4, 2026, EGRAG CRYPTO argued that Bitcoin's four‑year rhythm remains intact when assessed on yearly candles, with confirmation hinging on the annual close. According to CoinGecko, BTC traded at $75,346.58, down 3.3% day over day, 15.9% week over week, and 19.5% month over month.

On February 4, 2026, Bitcoin hovered near its weakest levels since Trump's election win, falling 15% in a week and nearly 20% over a month. Key figures including Bitget's Gracy Chen and Binance's CZ highlighted downside risks, while the Fear & Greed Index hit 17; SoSoValue reported Bitcoin ETF assets below $100 billion with notable fund outflows.

Wall Street investors added $562 million to spot Bitcoin ETFs in one day as Bitcoin traded around $76,275, down nearly 3% over the past 24 hours. Ethereum and XRP products posted net outflows, while analysts are watching support near $74,420–$74,666 and resistance around $84,000.

On 2 February 2026, Tether introduced MiningOS, an open-source operating system tailored for Bitcoin mining and licensed under Apache 2.0. The platform, presented at the 2026 Plan ₿ forum in El Salvador, aims to replace proprietary mining tools, with a community-driven Mining SDK planned for future release.

According to on-chain analyst Ali Martinez, Bitcoin's sharp swings between late January and early February 2026 have put the asset at risk of a 25% drop unless it climbs back above a key zone around $80,000. With BTC trading near $75,985 after rebounding from lows close to $73,000 on February 3, it remains below both the ETF cost basis of $82,600 and the 100-week SMA at $87,500, levels Martinez links to potential downside toward $57,000 and even $50,000 by March or April. He further projects the decline could extend to a possible cycle low around $38,000 in October if ETF inflows fail to improve.

Bitcoin's RSI has slipped below 30 while price approaches the $73,000–$75,000 support band. According to the analysis, oversold readings can precede short-term rebounds, but they may also lead to consolidation or further weakness. Past references place this zone at a rally peak in early 2024 and a pullback low in April 2025.

On 4 February 2026, Binance expanded its SAFU insurance fund by purchasing 1,315 BTC valued at roughly $100.4 million, according to Arkham Intelligence. During the selloff, Bitcoin dipped below $73,000 and later hovered near $76,000, while 24-hour liquidations totaled roughly $681 million, with longs about $508 million and shorts near $173 million.

On February 3, Dogecoin co-creator Billy Markus criticized Michael Saylor's recent comment describing Bitcoin's sharp price swings as "Satoshi's gift". Markus responded with a sarcastic post on X as Bitcoin dropped from $90,000 to an intra-day low of $73,000, while Saylor's firm Strategy continued to add BTC on the dip. Earlier, Saylor disclosed Strategy's latest 855 BTC purchase for about $75.3 million, bringing its holdings to 713,502 BTC.