Saturday, February 7, 2026

Why I’ve been leaning more toward stocks than crypto lately (macro + risk context)

Lately, one thing has been very clear from the macro sides: crypto operates with no safety net. No bailouts, no external stabilizers, and no room for sloppy risk management. That looks like the design of bitcoin IMO. Markets are left to self-correct, and timing matters more than conviction.

That’s why lately my focus has shifted more toward stocks, especially NVIDIA (NVDA)and Alphabet(googl). Earnings opportunities, volume, and price behavior feel more readable here, especially when decisions need to be made under time pressure. Going into the final stretch of the Bitget Stock Futures Championship, that honestly helped me shape how I’m positioning. When there’s no external backstop, I naturally lean toward assets where liquidity is deeper, reactions are more structured, and outcomes are tied to real data rather than sentiment alone.

What makes this transition even better is that it’s not happening in isolation, I got my teammates to accompany me.
And i feel like Events like this pull in liquidity, ideas, and people. Trading alongside peers, sharing setups, comparing notes. It turns the final stretch into something competitive but also genuinely fun.

Now for me, it’s just about staying disciplined and letting the last few days play out.... how are you seeing the markets currently? Anybody agree with me?


Today's Top #1: South Korean crypto firm accidentally sends US$44 billion in bitcoins to users

tldr; South Korean cryptocurrency exchange Bithumb accidentally distributed over US$44 billion worth of bitcoins to users during a promotional event, instead of small cash rewards. The error affected 695 customers, who received at least 2,000 bitcoins each. Bithumb quickly restricted trading and withdrawals, recovering 99.7% of the bitcoins within 35 minutes. The exchange clarified that the incident was not due to hacking or security breaches, and bitcoin prices briefly slumped before recovering.

*This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

https://www.reddit.com/r/CryptoCurrency/comments/1qy7npp/south_korean_crypto_firm_accidentally_sends_us44/