OVERVIEW

Stocktwits Crypto Data Dive - Week 7

Welcome to the Stocktwits Crypto Data Dive for Week 7 of 2026! 📊

In this issue, we'll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight on emerging and established trends.

What You’ll Find In The Stocktwits Crypto Data Dive has three main objectives:

1. Total and Altcoin caps, stamped with YTD moves and the gap to ATH.

2. Seven-layer market-cap recap (TMC ex-stables, ex-top-50, and five more flavors).

3. Crypto Index Performance covering 12 indices.

4. The Liquidation Station boards the train with 30-day totals plus a 7-day heatmap for maximum schadenfreude.

5. Market Heatmap, Social Volume Heatmap, Active Address Heatmap.

6. ETF scorecards for BTC and ETH still tracking 7- and 30-day flows.

So, without further delay, let's jump right into the data from week 7 and explore its intriguing insights! 🚀

CRYPTO
Crypto Market Cap Update

What is the broader trend within the crypto market? The simplest way to track this is by using three market cap charts. So let's see what we got. 🔭

*the price levels and performance values may be very different from what you read in your mailbox vs. what's happening in the live market. This is especially true when crypto faces a new bull or bear run. 

Total Market Cap

• All-Time High Close: $4.22 trillion

• YTD: -24%

• From ATH: -46%

Altcoin Market Cap

• All-Time High: $1.73 trillion

• YTD: -23%

• From ATH: -46

STOCKTWITS
Missed An Issue This Week? I Got Ya Right Here 👇️

Here’s this week’s Cryptotwits newsletters. That you probably read already. Maybe. Probably.

Monday - We Crawled 97% Of The Way Back And I Still Feel Like A Hostage 🥹

Tuesday - Well That Is Just Rude 😶

Wednesday - Wall Street's Largest Asset Manager Just Plugged Into A DEX 🦄

Thursday - A Crypto Love Story: Cardano & LayerZero 🫂

Friday - Green Candles On Friday The 13th, Rally Into Valentine's Day. Nothing Suspicious Here. 😐️

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So if you’re a founder and operator who knows something isn't working right, the Find Your Flow Assessment is the smartest way to spend five minutes today.

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_{For educational purposes only.}

CRYPTO
Stocktwits Crypto Index RRG

Relative Rotation Graphs (RRG) help us visualize how a currency or sector performs compared to a benchmark - in this case, the U.S. Dollar Index (DXY). Think of the four colored sectors as stages in a race:

• Leading Quadrant (green) - You're a champ! 🏆 You're ahead of everyone else, and the crowd is cheering. But watch out; you might be overdoing it.

• Weakening Quadrant (yellow) - You're slowing down 😓 and losing your lead. Maybe you're a bit demoralized because your biggest fan didn't show up. You're now in the middle of the pack.

• Lagging Quadrant (red) - Disaster strikes! 😱 You're injured, exhausted, or just made a big mistake. You're now in last place, and it's a sad scene.

• Improving Quadrant (blue) - Time for a comeback! 💪 Your motivation returns, the music swells, and you're picking up speed. You're back in the middle, catching up with the leaders.

Analyzing the RRG Examples 

Example 1: Rapid Rotation
- If an instrument moves quickly through all four quadrants, it could indicate high volatility or erratic behavior. Traders may want to be cautious or use appropriate risk management strategies in such cases.

Example 2: Stuck in the Middle
- An instrument that remains close to the center of the RRG might be in a consolidation phase, lacking a clear trend or momentum. Traders might wait for a decisive move before entering a position.

Example 3: Consistent Leader
- If an instrument stays in the Leading Quadrant (top right) for an extended period, it could signify a strong, sustained uptrend. Traders might consider buying opportunities or riding the trend.

Example 4: Slow Recovery
- An instrument that gradually moves from the Lagging Quadrant (bottom left) to the Improving Quadrant (blue) and eventually to the Leading Quadrant (green) could indicate a slow but steady recovery. Traders might look for potential reversal or bottom-fishing opportunities.

The GIF below shows the past 21 days of movement on the RRG.

The GIF below shows the past 13 weeks of movement on the RRG.

CRYPTO
Weekly Total Market Cap (TMC) Performance

CRYPTO
Weekly Crypto Index Performance

STOCKTWITS
Latest Stocktwits Podcasts & Videos 😱

The Latest Cryptotwits Podcast - From Charles Whiteboard to Building the Only Perp DEX on Cardano (Strike Finance)

The Howard Lindzon Show - Robinhood (HOOD): The Mob Turns, Crypto Noise, and What Matters

StocktwitsTV - Software Stocks Crushed in AI Shift: Is This a “Generational” Buying Opportunity?

True Odds Podcast - Super Bowl Winners Recap + What’s Next: NBA All-Star, Olympics, WBC + Earnings

Ballpark Figures - Cooper Flagg PSA Flood + Bo Bichette Mets Bump (Bulls & Bears)

StocktwitsTV - AI Bubble or Reality? Markets Are Telling Us Something

The Philosphical Quant - Software Panic to All-Time Highs: How We Traded the IGV Reversal

CRYPTO
Liquidation Station 😱 

Interested in how much has been flushed out of leveraged long and short positions? Who’s getting hurt the most? This is the best place to get an idea of how leveraged positions are doing. 🔴 

30-day Total Liquidations 📆 

What You’re Looking At

• Green bars above zero = longs blown out because price fell.

• Red bars below zero = shorts blown out because price ripped.

• Left-hand scale is U.S. dollars (millions); the dashed line near the top sits at $1B.

• Jan 18 - Jan 20 - Long-side pressure ramps with a couple $700M-$1Bish green days as the downtrend starts biting harder.

• Jan 28 - Jan 30 - The main flush: $2B+ long liquidations as BTC breaks down and the “buy the dip” crowd learns math.

• Feb 3 - Feb 5 - Another heavy sequence: $1.5B-$2B long liquidation day around Feb 4, followed by continued churn as price probes lower.

• Feb 4 - Feb 6 - Shorts finally take a hit ($500M-$700M red day) after the move gets stretched and bounces trigger some covering.

• Feb 10 - Feb 12 - Liquidations cool off vs late Jan/early Feb, while price stabilizes and grinds. Deleveraging doing its boring job.

7-day Liquidation Heat Map 🌡️

What You’re Looking At

• Rows = coins, columns = timestamps.

• Color = head-count of forced liquidations (legend tops at 2,000).

• A cell showing “BTC 1,600” means 1,600 separate BTC positions were liquidated.

• Feb 6 19:00 - Feb 7 11:00 - Majors light up immediately (BTC/ETH/SOL). Early-week positioning gets stress-tested fast.

• Feb 8 03:00 - Feb 9 11:00 - Broad uptick in liquidation counts across majors and second-tier names, more “everyone suffers together” than isolated drama.

• Feb 10 19:00 - Feb 11 11:00 - Clear midweek hotspot with multiple rows flashing hotter colors at once, including some smaller names (notably ZRO showing a distinct cluster).

• Feb 12 03:00 - Feb 12 19:00 - Another majors-led push with alts following, plus visible activity in a few outliers (metals proxies like XAU/XAG show pops).

• Feb 13 11:00 - Heat starts fading. Not a victory lap. Just fewer forced exits

Some Interesting Insights 👓️ 

• Both sides weren’t cleaned evenly. Longs took the beating, over and over.

• Participation peaked late in the move, not at the start. Classic positioning unwind.

• Liquidation spikes lined up tightly with price rejection, not headlines.

• When price fell and liquidations rose together, leverage wasn’t resetting. It was compounding.

• Early warning rule worked again: rising liquidations without bounce equals more downside.

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Author Disclosure: The author of this newsletter holds positions in ADA, IMX, COPI, MIN, AGIX, ALGO, ZEC, XLM, and NEAR. 📋