2026-02-09 10:00 UTC | ⛏️ 935717

₿ $69,560 | 🥇 $4,959

1. Bitcoin drops below $70k
-- Bitcoin slid below $70,000 on Monday after rebounding from $60k lows, with Ethereum holding above $2,000 amid limited ETF inflows.
-- Signals fragile recovery and potential further decline amid bearish volume patterns.

2. Global IT spending hits $6tn
-- Gartner forecasts 10.8% growth to $6.15 trillion in 2026, driven by AI infrastructure and data centers.
-- AI boom fuels hyperscaler investments despite bubble concerns, reshaping tech priorities.

3. US-Iran indirect talks advance
-- Trump administration holds de-escalation discussions via Oman on nuclear issues, proxies, and missiles after drone incident.
-- Eases Middle East war risks, with oil prices falling 5% on reduced tensions.

4. Ukraine trilateral talks resume
-- Second round in Abu Dhabi involves US, Russia, Ukraine delegations focusing on war end parameters.
-- Potential path to ceasefire amid territorial disputes, resuming military dialogue.

5. Markets rotate from AI tech
-- Sector shift to energy, materials, industrials as tech falters; US small caps lead amid geopolitics.
-- Broadens equity participation beyond AI hype, with Fed steady on inflation.