Your monthly read on Bitcoin’s cycle, from macro to flows.

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	Forwarded this email? Subscribe here for more Bitcoin Market Monitor - February 2026 Your monthly read on Bitcoin’s cycle, from macro to flows. Ecoinometrics Feb 1 ∙ Preview   READ IN APP   Your monthly read on Bitcoin’s cycle, from macro to flows. The Bitcoin Market Monitor distills liquidity trends, ETF flows, and structural signals into a clear forward view. Use it to position with confidence in an uncertain macro environment. The Bitcoin Market Monitor by Ecoinometrics delivers a concise, data-driven view of Bitcoin’s macro positioning every month. Published on the first Sunday of each month, it tracks liquidity, structural activity, ETF flows, and cross-asset trends to help investors understand where Bitcoin stands in the market cycle and where it’s likely headed next. Each edition distills complex macro signals into clear, actionable insights backed by quantitative models and institutional-quality charts. It’s professional-grade market intelligence, designed for investors who want clarity, not noise. Join over 35,000 professionals, fund managers, and serious traders using Ecoinometrics to navigate the Bitcoin market with data. 📈 Stay informed. Stay ahead. Upgrade to paid Overview January marked a clear inflection point for Bitcoin’s risk profile. The issue is not liquidity. Financial conditions remain loose and systemic stress is absent. What January clarified instead is that capital is not being directed toward growth or speculative risk. Markets are operating in a regime where risk appetite is selective, defensively skewed, and unwilling to sustain momentum in assets that rely on persistent inflows to recover. In that environment, Bitcoin has become increasingly vulnerable. Its underperformance is no longer a short-term dislocation or a function of macro shock, but a reflection of weakening internal support. Demand has failed to re-establish itself, momentum has rolled over, and correlation to risk assets has turned from a tailwind into a source of downside exposure... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2026 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe