
The Wolf Of All Streets Bitcoin Sentiment Cracks As Coinbase Posts Massive Losses & Capital Exits!
Feb 13, 2026
Discussion of weakening Bitcoin sentiment as capital flows thin and Coinbase reports big losses. Debate over retail panic versus steady institutional buying and product diversification. Examination of regulatory shifts, VC focus on stablecoin infrastructure, and state-level ETF adoption. Conversation about AI hype, conference takeaways, and why positive developments may not yet move prices.
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Extreme Retail Fear Vs Institutional Calm
- Scott Melker observes retail crypto sentiment is at historic extreme fear even as institutional interest grows.
- He highlights a bifurcation between panicked retail and bullish, patient institutional buyers at conferences.
Conference Conversations: Buyers, Not Buyers Out
- Scott Melker recounts conversations at Bitcoin Investor Week where attendees viewed low prices as a buy opportunity.
- He describes meetings where wealth managers slowly onboard clients, releasing allocations over long timelines.
Regulators Are Actively Engaging Crypto
- Melker flags the CFTC's Innovation Advisory Committee as a major regulatory shift toward engagement with crypto and innovation.
- He emphasizes frequent meetings and pro-crypto figures indicating serious regulatory attention.




