Encrypted news release on the evening of February 6, 2026. > "Is the Bitcoin myth over? $76,052 becomes the life-or-death line for MSTR, and the 'bloody wash-out' behind the $2.1 billion liquidation has just begun." > 🏛️ Key News: Political and Economic Storms and Regulatory Changes * Trump nominates Kevin Warsh to head the Federal Reserve: President Trump officially nominated former Federal Reserve Governor Kevin Warsh to succeed Jerome Powell. Warsh is known for emphasizing "monetary discipline" and "balance sheet reduction," and his nomination directly pushed up real interest rate expectations, leading to a collective decline in risk assets. * Strategy (MSTR) is in deep water: Financial reports show Strategy suffered a massive $12.4 billion loss in Q4 (including $17.4 billion in unrealized digital asset losses). Its current holdings of 713,502 BTC have an average cost of $76,052. With BTC falling below this price level, MSTR's "buy-for-everything" myth is facing its most severe credibility test in 2026. * Brazil plans to legislate against "algorithmic stablecoins": The Brazilian Chamber of Deputies passed Bill 4.308/2024, which proposes to ban the issuance and trading of unsecured stablecoins such as USDe and Frax, with violators facing up to 8 years in prison. * Fidelity's FIDD vs. Tether's Gold War: While Fidelity launched its compliant stablecoin FIDD, Tether announced a $100 million investment in federally licensed bank Anchorage Digital and plans to integrate XAUT (tokenized gold) into the platform, accelerating the fusion of physical assets and the crypto landscape. 📊 Market Analysis: Chain Liquidation and Reshuffling of Shares * $2.1 Billion Liquidation Massacre: A staggering $2.114 billion in liquidations occurred across the entire network within 24 hours (long positions accounted for over 87%). BTC hit a low of $62,345; ETH fell below $2,000 and dipped to $1,824, with leveraged traders almost entirely wiped out. * BlackRock's IBIT Sets Trading Record: Amid the market crash, BlackRock's IBIT saw a single-day trading volume of $10 billion, a record high. This reflects a significant turnover of billions of dollars while retail investors panicked and sold at a loss. * Fear & Greed Index Drops to 12: The Fear & Greed Index has fallen into “Extreme Fear” (reading 12). Technically, the BTC RSI has dropped to 17, in the “third most oversold” range in history, with the market closely watching the ultimate defense line at $60,000 (200-week moving average). 🚀 Project Update: Hotspot Radar (24h) | Token | Signal | Triggering Event | Key Points | |---|---|---|---| | POLY | ↑ Positive | Trademark Application | Polymarket Submitted | _2024111120230_ | Trademark application, probability of issuance rises to 70.8%. | HYPE | ⇄ Divergence | Whale Game | Huang Licheng (Machi Big Brother) adds to HYPE long positions; Kraken announces HYPE spot trading. | | LIT | ↑ Positive | Whale Opens Long Position | An address deposited 7 million USDC to open a long position in LIT on Hyperliquid, resulting in a single-day increase of over 6% against the market trend. | TRIA | → Neutral | Binance Launch | Binance Alpha will launch TRIA trading today at 16:00, with the airdrop threshold decreasing every 5 minutes. | BIRB | ↑ Positive | New Listing in South Korea | Upbit/Bithumb announced the listing of Moonbirds (BIRB), with the price briefly surging to $0.42. | USDE | ↓ Caution | Regulatory Hammer | Affected by the draft ban in Brazil, market confidence in algorithmic stablecoins has been damaged, and they face regulatory compliance pressure.