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Bitcoin Under Risk-Off Pressure

Signals Are Aligning Against Bitcoin

Ecoinometrics

Feb 2

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Over the past few days, Bitcoin’s market environment has shifted in a way that’s not confined to the price alone. On the surface, this is still another correction within a larger cycle drawdown.

But when you step back and look at how Bitcoin is behaving relative to other assets, the picture becomes less comfortable. As broader markets have turned more cautious, Bitcoin hasn’t just moved lower. It has consistently lagged.

That in itself is an important signal. Relative performance often tells you more about underlying market stress than absolute price moves do. When an asset keeps underperforming as conditions worsen, it signals that buyers are stepping away, not simply waiting for a better entry point in the near term.

In this issue, we look at that shift from three angles: how Bitcoin behaved last week compared to other assets, how the current drawdown fits into the broader cycle, and what ETF flows are telling us about demand.

Let’s dig into the data.

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