S&P Flirts With All-Time Highs While Bitcoin Crashes Below $80K, Oil Plunges 5% on Iran Talks, Nvidia's $100B OpenAI Deal Falls Apart, Manufacturing Expands – Market Breakdown #169

Stocks up. Bitcoin down 40% from peak. Oil down 5%. Gold still bleeding. Manufacturing best print since 2022. Jobs report shelved. Government still closed. Nvidia can't close a deal. Apple can't stop.

📊 THE MARKET BREAKDOWN

Weekly market intelligence for traders who think in systems, not headlines.

Issue #169 | February 2, 2026