Fear Peaks, Flows Flip: Why This Inflection Matters
- business thoc
- Feb 3
- 4 min read
Week 5 Year 2026 Highlights – Catch Up on Everything You Missed!
When fear peaks, flows usually flip.
While most of the market reacts to price, institutions position around risk, liquidity, and sentiment extremes. This past week offered a textbook example of that dynamic in action.
Here is everything you may have missed across the House of Crypto ecosystem.

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Key Highlights:
YouTube Channel | Fear Peaks Flow Flips: Why Crypto Will Gain as Metals Top
The Moon House | Bitcoin Reclaims Fair Value: Cost Basis Tightens the Range
The Inner Circle | Hang out with sharp minds
Bitunix | Trade to Unlock Up to 40,000 USDT Prize Pool

House of Crypto YouTube Channel:
February 3rd Video: https://youtu.be/CF02Sd9bbgs?si=4jApSbM4H9VsetJ9
In this video, Peter explains why extreme bearish sentiment pushed him to take the opposite side of consensus. Media driven hype around gold and silver reached euphoric levels just as macro indicators quietly turned. ISM moved back above 50, liquidity conditions improved, and institutional behavior suggested accumulation rather than risk avoidance.
While retail capitulated, Peter positioned short precious metals and long Bitcoin and Ethereum. Historically, this combination of fear, forced selling, and improving macro conditions tends to mark inflection points rather than breakdowns.
January 29th Video: https://youtu.be/vEUEqZ6bMI4?si=AVeeMPIhVsK9P592
In his January 29th breakdown, Peter added important context to the gold and silver rally. The surge does not imply imminent collapse. Instead, it reflects expectations of monetary debasement and liquidity expansion. Equities and credit markets continue to flash risk on signals, suggesting institutions are positioning ahead of easing financial conditions.
Historically, precious metals often move first, with liquidity rotating into Bitcoin and altcoins afterward. This frames metals as an early warning system, not an end destination.
Get notifications of streams by signing up to The House Of Crypto’s YouTube channel as well as The School of Crypto’s YouTube Channel. Turn on the notification bell to make sure you don’t miss out on any early discoveries on the next trend!

Here’s what our experts have been sharing over the past week:
Bitcoin Reclaims Fair Value
From The Moon House, our expert highlighted why Bitcoin reclaiming its cost basis matters. ETF cost basis sits near 82.6k, while short term holder cost basis is around 81k. Prolonged trading below 80k becomes structurally difficult because most ETF investors remain underwater. History shows price rarely stays below cost basis without a forced resolution. Incentives strongly favor a fast move back above key thresholds, while failure risks ETF outflows and renewed pressure.

Market Fear Spikes as Bitcoin Tests Support
This week also saw a sharp reset across crypto markets. Bitcoin swept the November 80k low, triggering roughly five billion dollars in long liquidations, surpassing prior crisis periods. Bulls now need consecutive daily closes above 80k to avoid further downside into the low 70k region. Despite widespread fear, selective strength continues to appear in Hyperliquid driven tokens with real utility and fee generation. Attention now turns to regulation headlines, major tech earnings, and upcoming US economic data as macro pressure remains elevated.

Sign up to get exclusive alpha before it goes live and join our weekly live calls for Q&A, now is the perfect time to subscribe: https://whop.com/the-moon-house

Here’s what our community’s hive mind has been discussing over the past week:
Inside the Community Debate
Inside the Inner Circle, a strong debate unfolded around whether current price action represents a bear market or a correction. Fortune argues this is a sharp pullback within a broader uptrend, noting the absence of classic cycle top excess. Good2go counters that key macro trends and supports are broken, large cap alts remain deeply underwater, and historical cycles suggest a prolonged accumulation phase unless major assets reclaim all time highs quickly. This kind of debate is exactly where clarity forms before consensus returns.

Join The Inner Circle (https://whop.com/the-house-of-crypto/) for only $19.9 a month to stay up to date with market movements, like-minded members’ discussions and unique deals that we offer on our platform.
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The prize pool scales with total trading volume. The more activity across participants, the bigger the rewards unlocked.
Event Details
Duration: January 15 to February 14, 2026 UTC
Eligibility: Users registered under House of Crypto
Dynamic Prize Pool Milestones
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Note:
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Stay tuned - see you next week!

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