Bitcoin at US$ 78k and the "Extreme Fear": Time for Calm or Action?
The weekend was not kind to our wallets. If you opened the Binance app and saw everything in red, you are not alone. The crypto market lost about US$ 220 billion in market value in just 48 hours.
📊 The Moment's Snapshot:
Bitcoin ($BTC ): Trading around US$ 78,000. The scare was significant, with the price reaching US$ 75,000 on Sunday. It's worth noting: BTC is 40% below its all-time high of US$ 126,000.
Ethereum ($ETH ): Suffering more than the "older brother", priced around US$ 2,300, with a weekly accumulated drop of 20%.
Market Sentiment: The Fear & Greed Index plummeted to 14 (Extreme Fear).
🔍 Why is everything falling?
It's not solely the "crypto's fault". We are experiencing a global liquidity squeeze.
Macro in Crisis: Even Gold and Silver, considered safe havens, had historic drops last Friday. When large funds need quick cash to cover losses in other areas, they sell what is liquid — and crypto is the most liquid market in the world.
Geopolitics and Uncertainty: Tensions in the Middle East and uncertainty about the U.S. government shutdown are leaving institutional investors on the defensive.
Regulation in Brazil: Today (02/02/2026), the new rules from the Central Bank for crypto assets and stablecoins come into effect. This brings legal security in the long term but creates adjustments and caution in the short term.

