Crypto + Energy Sentiment Index
Track the pulse of two volatile markets in real-time. Understand correlations, gauge market sentiment, and make informed decisions.
Market Risk Appetite
Markets favor growth assets. Energy and crypto showing positive momentum.
Correlation Tracker
30-day rolling correlations between energy and crypto markets
Understanding Correlations
Daily Digest
Friday, February 6, 2026 • 1-minute market read
Today's Market Pulse
Risk-on sentiment prevails as both energy and crypto markets show strength. Oil prices rally on supply concerns while Bitcoin leads crypto higher with institutional buying. The correlation between BTC and WTI has strengthened to 0.42, suggesting commodities and crypto are moving together as inflation hedges.
Energy sentiment rises on OPEC+ supply concerns
WTI crude surged 2.3% as OPEC+ signals potential production cuts. Geopolitical tensions in the Middle East add upward pressure on prices.
Bitcoin rallies amid institutional accumulation
BTC broke above $95K as spot ETF inflows hit $890M daily. On-chain data shows long-term holders increasing positions.
Natural gas stabilizes after winter volatility
Storage levels remain adequate despite cold weather forecasts. European LNG imports steady, reducing price pressure.
Altcoins lag as Bitcoin dominance increases
ETH/BTC ratio drops to 0.032 as capital rotates to BTC. DeFi TVL flat despite favorable market conditions.
US drilling activity reaches 18-month high
Baker Hughes rig count shows 627 active rigs, up 12% from Q4. Shale producers responding to higher prices and improving margins.
Ethereum staking deposits surge past 35M ETH
Total value staked now exceeds $114B as validators anticipate network upgrades. Staking yield holding steady at 3.2% APR.
Renewable energy investments slow in Q4
Solar and wind project financing down 18% YoY as interest rates remain elevated. Industry expects rebound in 2026 with policy support.
Stablecoin market cap holds at $145B
USDT and USDC maintain dominance with combined 90% share. Regulatory clarity in US boosts institutional confidence.
Lithium prices rebound on EV demand recovery
Battery-grade lithium carbonate up 15% this week. Chinese manufacturers ramping production ahead of Spring Festival.
Layer 2 solutions see record transaction volumes
Arbitrum and Optimism process 4.2M daily transactions combined. Gas fees on mainnet drop below $2 as activity migrates.
Global coal consumption plateaus at 8.3B tonnes
IEA reports developing nations offset European decline. Transition timeline extends as energy security concerns persist.
NFT trading volume continues multi-month decline
OpenSea monthly volume drops to $180M, down 85% from 2023 peak. Market consolidates around blue-chip collections.
Copper hits $9,400/tonne on supply constraints
Major Chilean mines report production delays. Electric vehicle demand and grid infrastructure driving structural deficit.
Bitcoin mining difficulty adjusts upward 3.8%
Network hash rate reaches 550 EH/s as new ASICs come online. Miner revenue supported by strong BTC price action.
European natural gas storage at 68% capacity
Below seasonal average as cold snap accelerates withdrawals. Spot prices spike 12% on weather forecasts.
DeFi protocols navigate regulatory compliance
Major platforms implementing KYC/AML measures. Total value locked stable at $87B despite regulatory headwinds.
Saudi Aramco announces $50B expansion project
Focus on petrochemicals and downstream refining capacity. Target 13M bpd crude production by 2028.
Solana overtakes Ethereum in DEX trading volume
SOL-based DEXs process $12B weekly, driven by memecoin trading. Network averaging 3,000 TPS with minimal congestion.
Hydrogen infrastructure investments reach $25B globally
Green hydrogen projects advance in EU and Asia. Commercial viability still 3-5 years out for most applications.
Crypto exchange outflows accelerate to $2.1B
Self-custody trend continues as users move to cold storage. Exchange balances at lowest levels since early 2023.
US crude oil exports hit record 4.5M bpd
Asian buyers increase purchases amid Middle East supply concerns. Export terminals operating near maximum capacity.
Institutional Bitcoin custody services grow 340%
Coinbase Custody, Fidelity Digital Assets report record AUM. Traditional finance firms accelerating crypto infrastructure.
Offshore wind projects face cost overruns
Multiple European projects delayed as costs surge 30-40%. Supply chain issues and higher financing rates cited.
Central banks accelerate CBDC pilot programs
Digital yuan transactions surpass $250B cumulative. Fed and ECB expand retail testing in Q1 2026.
Nuclear energy renaissance gains momentum
Small modular reactor (SMR) orders reach 85 units globally. Tech giants partner for data center power.