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Will quote this when it’s $200k in the future
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Economy Bitcoin/Crypto is imploding
- Thread starter Brampton_Boy
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apparently the latest crypto sell off is leading to stock selling. At least that is what I'm reading.
February 4, 2026
As we discussed in my note yesterday, the coming regime change at the Fed could squeeze excess out of the market.
It may be starting with Bitcoin. It's now down 44% from the October record high.
If we look back at the 40% or greater declines in Bitcoin (since it first broke $5,000), we get four other episodes.
Let's take a look …
What did stocks do in these periods?
Mixed results.
That's not too surprising. These deep Bitcoin drawdowns were often crypto-specific events — regulatory tightening and/or corruption being exposed.
That said, any forced selling in stocks that may come from a Bitcoin decline should be considered non-fundamental. That's a welcome dip to buy in a 4%+ growth economy, with 11%+ earnings growth, rates headed lower, and (for the next few months) a Fed that's pumping $30-$40 billion per month into the system.
Meanwhile, while the market obsesses over the noise, a real industrial revolution keeps accelerating.
The signal from Google today was clear: this company is on track to do half-a-trillion dollars in revenue next year, growing near 20% with a 30% net income margin.
They invested over $90 billion in AI infrastructure last year, and were still left with over $73 billion in free cash flow.
And they will double capex in 2026 just to keep up with the demand.
So, are the companies building AI supply behaving like demand is being satisfied?
No. They are acting like they still can't build fast enough.
Latest – Billionaire's Portfolio
www.billionairesportfolio.com
February 4, 2026
As we discussed in my note yesterday, the coming regime change at the Fed could squeeze excess out of the market.
It may be starting with Bitcoin. It's now down 44% from the October record high.
If we look back at the 40% or greater declines in Bitcoin (since it first broke $5,000), we get four other episodes.
Let's take a look …
What did stocks do in these periods?
Mixed results.
That's not too surprising. These deep Bitcoin drawdowns were often crypto-specific events — regulatory tightening and/or corruption being exposed.
That said, any forced selling in stocks that may come from a Bitcoin decline should be considered non-fundamental. That's a welcome dip to buy in a 4%+ growth economy, with 11%+ earnings growth, rates headed lower, and (for the next few months) a Fed that's pumping $30-$40 billion per month into the system.
Meanwhile, while the market obsesses over the noise, a real industrial revolution keeps accelerating.
The signal from Google today was clear: this company is on track to do half-a-trillion dollars in revenue next year, growing near 20% with a 30% net income margin.
They invested over $90 billion in AI infrastructure last year, and were still left with over $73 billion in free cash flow.
And they will double capex in 2026 just to keep up with the demand.
So, are the companies building AI supply behaving like demand is being satisfied?
No. They are acting like they still can't build fast enough.
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Yes, if you go back 5 years to the day. It was later in 2021 when it hit $67,000.Also, the price 5 years ago was 38k. So more like 77% return.
Slightly more than 0%.
Suffice it to say:
apparently the latest crypto sell off is leading to stock selling. At least that is what I'm reading.
Latest – Billionaire's Portfolio
www.billionairesportfolio.com
February 4, 2026
As we discussed in my note yesterday, the coming regime change at the Fed could squeeze excess out of the market.
It may be starting with Bitcoin. It's now down 44% from the October record high.
If we look back at the 40% or greater declines in Bitcoin (since it first broke $5,000), we get four other episodes.
Let's take a look …
What did stocks do in these periods?
Mixed results.
That's not too surprising. These deep Bitcoin drawdowns were often crypto-specific events — regulatory tightening and/or corruption being exposed.
That said, any forced selling in stocks that may come from a Bitcoin decline should be considered non-fundamental. That's a welcome dip to buy in a 4%+ growth economy, with 11%+ earnings growth, rates headed lower, and (for the next few months) a Fed that's pumping $30-$40 billion per month into the system.
Meanwhile, while the market obsesses over the noise, a real industrial revolution keeps accelerating.
The signal from Google today was clear: this company is on track to do half-a-trillion dollars in revenue next year, growing near 20% with a 30% net income margin.
They invested over $90 billion in AI infrastructure last year, and were still left with over $73 billion in free cash flow.
And they will double capex in 2026 just to keep up with the demand.
So, are the companies building AI supply behaving like demand is being satisfied?
No. They are acting like they still can't build fast enough.
google is set to do half a trillion dollars in WHAT? AI? Where is this money coming from and who is buying? I thought AI would be the end of google in its current form, are they transitioning as well?
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yes, their new name will be Googletta.
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umm, no? The high 5 years ago was 38,800. To the date. 2/5/21.
https://www.investing.com/crypto/bitcoin/historical-data
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November 8th 2021 Bitcoin was trading at $67,000. I just looked at the chart on Google Finance.
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How much have you made so far selling Crypto?
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This crash is worse than a divorce. You lose 50% of your wealth, but the wife is still around.Also, the price 5 years ago was 38k. So more like 77% return.
Slightly more than 0%.
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Lmao
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You said 5 years, Sherbro.
I don’t want to brag. A lot. If you want I’ll DM you. People here like to shit on me and my belief in this space, but if they just listened and learn they could have also made a lot.
4 WR wins later and the haters still are coming out of the woodwork.
Is normal. I’ll be tripling or more my bag when we meet the bottom.
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Alright Captain Pedantic. 4 years, 2 months and 28 days ago. Not sure about the hours, minutes and seconds.
4 years, 2 months and 28 days for Bitcoin to return 0%.
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It's okay, bud, that's fine.
I've followed these threads and my scepticism of crypto is for the reasons that I'd like to sell when I want, not when the market dictates. Other than that, I've watched as prices crashed then rebounded and it would seem there's money to be made - if you're prepared to sell, of course.
Lot of people talk a little too much about riding things out, but you have to sell at some point. By all means reinvest, but it's just illogical to me to sit on a massive portfolio of crypto and just watch it given the volatility.
I do believe your passion will have paid off, so no receipts necessary.
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I've been out of the loop after I sold my bags. Is there anything other than bitcoin that still uses proof of work?
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So... time to buy?
