Val vavilov bets big on bitcoin as market dips

Bitcoin has just fallen below $30,000. Val Vavilov, the billionaire behind Bitfury, hasn’t panicked for a second and continues to buy massively while others are selling everything.

On January 9, 2026, when Bitcoin broke this crucial psychological threshold, panic selling swept across all platforms. But for Vavilov and his company Bitfury, a major player in the crypto sector, this was exactly the moment they had been waiting for. The founder stated clearly in an interview on February 11: “This drop doesn’t surprise me at all.” Market cycles are natural, according to him. And buying opportunities like this are rare.

Not alone in his strategy.

Michael Saylor is also continuing to stack bitcoins at MicroStrategy. On February 9, his company announced the purchase of an additional 5,000 bitcoins, taking advantage of the slashed prices. Saylor reiterated on February 10 before investors: “We are not changing our approach.” MicroStrategy still sees Bitcoin as a strategic asset, period.

The Fed has just raised interest rates, putting immense pressure on all digital assets. Liquidity is tightening, and uncertainty is rising. But big investors like Vavilov are betting it will rebound.

Tom Lee remains optimistic despite everything. The analyst from Fundstrat Global Advisors firmly believes in the long-term potential of bitcoin. On February 10, during a conference in New York, he said: “The fundamentals remain strong despite recent fluctuations.” The audience applauded, showing that some investors still have confidence.

But the market remains tense. The legal framework around cryptos is tightening more and more. No regulation is finalized yet, but it could change the game for large portfolios. Institutional investors are watching closely. This follows earlier reporting on Bitcoin Plunges as Villeroy de Galhau.

In the meantime, Vavilov and others continue to accumulate. They are betting on a future rise, and the absence of official comments on imminent regulation maintains an atmosphere of pure speculation.

Activity on platforms is exploding. CoinDesk reported that the volume of bitcoin transactions reached an unusual peak after the drop below $30,000. Binance recorded a massive increase in trading volumes on February 11. Investors are clearly looking to capitalize on these levels.

Brian Armstrong, CEO of Coinbase, thinks this volatility will attract new individuals. He said it at a conference in San Francisco on the same day: interest from new investors often rises when prices move like this.

Bloomberg noted on February 10 that several hedge funds were increasing their positions in bitcoin. These fund managers see the current correction as a strategic buying opportunity. Even Elon Musk is getting back into it. In a tweet on February 9, he said he is closely monitoring recent developments. Everyone knows his influence on the crypto market. See also: Goldman Sachs Reveals 0 Million Bitcoin.

Market psychology plays a big role in these moments. Tom Lee pointed out in his statement: it directly influences buying and selling decisions. Despite the volatility, Bitcoin remains attractive for those looking to diversify their portfolios.

Bitfury is exploring new investment opportunities across the entire crypto ecosystem during this period. Vavilov is clearly betting on a recovery and intends to take full advantage of it. The market remains turbulent, but these investors stay the course.

The bitcoin mining industry is also going through a delicate period with the price drop. Miners’ revenues have fallen by 40% since the beginning of January, forcing several operations to reduce their capacities. Marathon Digital Holdings temporarily suspended 15% of its machines on February 8. Riot Platforms follows the same logic, optimizing its energy costs to maintain profitability. Paradoxically, Bitfury is strengthening its mining infrastructure while its competitors are slowing down.

On-chain data reveals massive capital movements. Whale Alert detected more than 50 transactions exceeding 1,000 bitcoins between February 9 and 11. Wallets dormant since 2021 are suddenly waking up, fueling selling pressure. Glassnode indicates that 180,000 bitcoins left exchanges for cold wallets during this period. A contradictory signal that divides analysts between institutional panic and long-term strategic accumulation.