Panic Drop

Panic Drop

Why Bitcoin Is Doing Exactly What History Predicted

On-Chain Data Report - 17/2/2026

Panic Drop -  Timothy Assi's avatar
Panic Drop - Timothy Assi
Feb 17, 2026
∙ Paid

If you’ve been watching your portfolio bleed quietly while everyone around you seems confused, you’re not alone. And more importantly, you’re not witnessing something new.

What’s happening in crypto right now has a name. It has a history. And once you understand the structural pattern behind it, the confusion starts to make a lot more sense.

In this report I cover:

  • Where we actually are in the Bitcoin cycle and why this moment looks almost identical to specific prior years

  • What the macro liquidity picture is telling us

  • What Bitcoin dominance is really signaling beneath the surface

  • The one key market to watch that could determine when the tide finally turns

  • What I’m doing with my own positioning right now and why this phase may be the most important one to get right

This slow, frustrating grind is uncomfortable to live through. But if you understand the structure behind it, it stops being scary and starts looking like something else entirely.

Join +4200 subscribers

If you’ve been asking yourself whether this is normal, how deep this goes, and when to start preparing for the next move, this one is for you.

This full analysis is available to paid subscribers. Upgrade below to read the complete breakdown.

User's avatar

Continue reading this post for free, courtesy of Panic Drop - Timothy Assi.

Or purchase a paid subscription.
© 2026 Panic Drop - Timothy Assi · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture