Geopolitics and Hidden Forces Rattle Bitcoin Markets | US Crypto News
Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead.
Grab a coffee and settle in—markets are shifting, fear is rising, and Bitcoin is dancing to a tense global rhythm. From geopolitical sparks to shadowy traders making millions, the pioneer crypto is on edge, teetering between consolidation and sudden, dramatic moves.
Crypto News of the Day: Geopolitical Tensions and Market Fear Shake BitcoinBitcoin dropped sharply ahead of the US market open on Tuesday, extending a volatile start to 2026 amid geopolitical and macroeconomic concerns.
The pioneer crypto fell 1.7% to roughly $67,600, mirroring weakness in equity futures. The Nasdaq 100 contracts fell 0.9% while the S&P 500 contracts dropped 0.6%, signaling a softer start on Wall Street.
Bitcoin’s correlation with high-beta tech stocks has strengthened in recent months, making the pioneer crypto increasingly sensitive to risk-off sentiment in equities.
“Investors are turning cautious amid rising tensions around Iran, fresh debate over AI’s broader economic impact, and uncertainty over Federal Reserve rate cuts after recent inflation data,” reported Walter Bloomberg on X.
The macro backdrop has contributed to sustained outflows from US-listed Bitcoin ETFs. Last week alone, investors withdrew $360 million, marking the fourth consecutive week of net outflows.
Spot Bitcoin ETF Outflows. Source: SoSoValue
The combination of geopolitical uncertainty, ETF withdrawals, and leverage unwinds has pushed Bitcoin down by more than 50% from its October 2025 peak of $126,000.
“Analysts now view $60,000 as key near-term support, while further macro shocks could see prices revisit the $50,000 range,” Walter added.
It aligns with a recent Galaxy Digital projection, in which head of research Alex Thorn estimated Bitcoin drifting toward the 200-week average near $58,000.
Meanwhile, market sentiment is at levels not seen since the depths of the 2022 bear market, with only 55% of Bitcoin’s supply currently in profit and roughly 10 million BTC held at a loss.
INTEL: Bitcoin’s supply in profit has fallen to 55%, with roughly 10 million $BTC held at a loss, a level last seen during the 2022 bear market bottom pic.twitter.com/yghIpqJ6hK
— Solid Intel