Crypto News: Market Crossroads and Investors' Difficult Choices

In recent weeks, the crypto market has fallen into a deep sense of crisis. Bitcoin has sharply retraced from above $80,000, with the current price dropping to $67,540 (as of February 2026), a decline of over 15%. This correction is not just about price—it reflects a confidence crisis across the entire crypto ecosystem. The community is filled with a strong sense of pessimism, and many investors are beginning to question: does cryptocurrency still have a future? Vitalik Buterin, the former Ethereum founder, recently publicly stated that if crypto continues to lack real practical applications, the industry could completely disappear. This statement has resonated widely within the community.

Honestly, these concerns are not unfounded. Looking back at previous market cycles, most of the gains were built on speculation and forward-looking promises, with few projects truly grounded in real-world applications. As the market gradually cools down, this disconnect between virtual and real becomes especially glaring. Interestingly, this extreme pessimism itself may indicate that the market has reached the “maximum pain” stage—often, this is the starting point of a new cycle in history.

The Shift in Crypto Investment Strategy: From Blind Bottom-Fishing to Rational Waiting

In such an environment, many ask me whether I am still buying. My answer is: not for now. Although I still maintain a dollar-cost averaging plan for Bitcoin and Ethereum (currently priced at $1,960), I have proactively paused new crypto investments. This is not because I am bearish, but because the current risk-reward ratio is not attractive enough.

I am waiting for a key signal: a return of altcoins to more reasonable price levels. Once such an opportunity appears, I will re-engage, but this time not with blind holding. The market could continue to fall by 50% or enter a long-term bear market—these are risks that need to be taken seriously. My advice to other investors is simple: hold cash, stay patient, and avoid impulsive decisions. Crypto is not only about buying options.

The Bigger Picture Behind Crypto: Signals from Central Banks, Nations, and Geopolitics

But there is a detail worth paying attention to—and it’s also the reason I remain cautiously optimistic. Behind the market’s surface volatility, actions by key players tell a different story: governments, commercial banks, central banks, and large corporations are massively accumulating gold, Bitcoin, and related infrastructure. This is no coincidence.

These actions suggest that the global geopolitical and economic landscape is undergoing profound changes. Recently, U.S. President Biden nominated Kevin Warsh as Federal Reserve Chair, a choice that could signal a major shift in U.S. monetary policy. Such a change might be a long-term driver for renewed interest in crypto. We are in a transitional period—it’s hard to see the end clearly now, but historically, such turning points often harbor the greatest opportunities, despite the discomfort they bring.

The era of blind speculation in the crypto market is over; the era of genuine filtering and decision-making has just begun. I will continue to observe, analyze, and wait until real turning signals emerge.