Michael Burry, known for his "Big Short" bet, has argued that Bitcoin has failed as a safe-haven asset and outlined three price thresholds that could intensify stress across the crypto sector. He warns that drops below $70,000, $60,000 and $50,000 would respectively inflict heavy losses, trigger an existential crisis for Michael Saylor's firm Strategy, and potentially fracture the wider digital asset ecosystem. Bitcoin briefly fell to an intraday low of $73,111 on Tuesday before rebounding.

In February 2026, economist Nouriel Roubini, known as "Dr. Doom," predicted an impending "apocalypse" for the cryptocurrency sector and argued that a strongly pro-crypto administration has failed to rescue the market. He highlighted Bitcoin's 35% drop from its October high and its 6% decline during a period when gold prices jumped over 60%, claiming crypto offers little utility beyond crime and corruption and that stablecoins are its only notable application so far.

Galaxy Digital CEO Mike Novogratz said in a Bloomberg interview he does not think "quantum computing fears" explain Bitcoin's drop below $74,000, the first break since November 2024. He attributed the move to a "seller's virus" and noted prices are set at the margin, with more sellers than buyers.

On Tuesday, Fundstrat co-founder Tom Lee defended Ethereum-focused treasury firm BitMine (BMNR) after critics highlighted about $6.6 billion in unrealized losses from its ETH holdings. Lee argued that the drawdown reflects how an asset-tracking vehicle works and dismissed claims that BitMine served as "exit liquidity" for large Ethereum holders.

Ripple's U.S. dollar-pegged RLUSD is closing in on a $1.5 billion market cap after fresh liquidity, with total value around $1.39 billion. The RLUSD Treasury minted 28,200,000 tokens, and a January spot listing on Binance introduced pairs like RLUSD/USDT and XRP/RLUSD, pushing 24-hour volumes above $363 million.

Veteran chartist Peter Brandt warned Strategy shareholders on X as Bitcoin’s early‑2026 consolidation falters. Lookonchain data shows the firm’s 712,647 BTC stack is sitting on an unrealized loss of over $900 million, while Brandt’s chart projects a possible drop toward $54,059.60. MSTR shares are 72% below the $543 record set in November 2024.

Hours after the firm's Bitcoin position briefly went below cost on Sunday, Michael Saylor posted "More Orange" on X, hinting at further accumulation. According to data released Sunday, Strategy holds 712,647 BTC at an average cost of $76,038, after price touched about $75,500. An analyst said unsecured debt and cash reserves help limit near‑term leverage risk.

Veteran trader Peter Brandt has outlined a medium-term downside objective for Bitcoin near $58,000 after the sharp rejection below $100,000 in January 2026. Using a long-term power law chart with a logarithmic growth channel, he argues that a return toward the channel's midline around $58,000–$60,000 would represent a reversion to fair value. Brandt's view comes after Bitcoin dropped from a high of $97,939 to a low of $75,555 in January, signaling strong selling pressure around the six-figure threshold.

On January 30, 2026, Anthony Scaramucci urged Bitcoin holders to "get ready" after BTC gained more than 10% against gold earlier that day. Gold fell to an intraday low of $4,683 and silver dropped over 30% in a single day, while Scaramucci has previously said he would like Bitcoin to reach $150,000.