橙子的禁言群

橙子的禁言群

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橙子的禁言群

Encrypted Breakfast | February 9th 1. Spot gold continued its upward trend, reaching a high of $5,086.42 per ounce, and finally closed up 1.93% at $5,060.53 per ounce; spot silver once touched the $84 mark, and finally closed up 7.17% at $83.37 per ounce. 2. All three major U.S. stock indexes closed higher, with the Dow Jones Industrial Average up 0.04%, the S&P 500 up 0.47%, and the Nasdaq Composite up 0.9%. 3. OpenAI founder Altman: ChatGPT's monthly growth rate has exceeded 10% again, and a new version of the chat model will be launched this week. 4. ByteDance's latest video model, Seedance 2.0, is a hit in the AI community. He Yi posted an article offering prizes for AI videos, with the background theme: Six major sects besieging Bright Peak. 5. White House official Hassett predicts worsening job market: AI will stimulate productivity and reduce labor demand. 6. MicroStrategy-affiliated entity (Saylor Strategy) purchased 1,142 BTC last week. Bitmine increased its holdings by 40,613 ETH. 7. Farcaster founders join stablecoin startup Tempo, focusing on global payments. 8. Backpack is raising $50 million in a new funding round at a pre-money valuation of $1 billion. Backpack announced its token economics: a total supply of 1 billion tokens, with 25% released through TGE, and the team/insiders locked up for at least one year after the IPO. TGE released 250 million tokens. 9. CME Group officially announced that its Cardano (ADA), Chainlink (LINK) and Stellar (XLM) futures are now available for trading. 10. Binance Wallet will partner with Espresso on February 10th to launch an exclusive ESP token sale event, "Pre-TGE Prime Sale," with a hard cap of 3 BNB per token. 11. Sky Protocol (formerly MakerDAO) continues its buyback program: Last week, it used 1.9 million USDS to buy back 31 million SKY tokens, bringing the cumulative buyback amount to over 108 million USDS. [Bitcoin Market Analysis] The Bitcoin premium on Coinbase and Binance has largely disappeared, indicating that buying interest has picked up on Wall Street. After breaking below $70,000 on the 4-hour chart, the price rebounded to $70,000 during the evening US trading session. Every major drop requires a long period of recovery, and we are currently in that recovery phase. After the recovery, market confidence will return, and we expect a continued rebound during the Spring Festival, reaching between $80,000 and $85,000, before continuing to fall and test the bottom support. Openclaw remains popular, and everyone can cultivate their own lobsters. The next big thing will probably be driven by AI, because Openclaw is now cross-industry, and various industries are accepting AI, which means there will be a visible increase in users. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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Encrypted Breakfast | February 9th 1. Denmark: Negotiations with the United States over Greenland failed to meet expectations. Canada and France opened consulates in Greenland. 2. US Treasury Secretary Bessant: Gold appears to be experiencing a typical speculative sell-off. He doesn't believe Warsh will act quickly on balance sheet issues. 3. Trump: The Dow Jones Industrial Average will reach 100,000 points before the end of my term. 4. Large holders continue to accumulate BTC during pullbacks: Glassnode data shows that multi-queue holders have made net purchases. 5. DeFi TVL rose 2.55% to $99.3 billion in 24 hours: Protocols such as Aave and Morpho recorded modest growth. 6. MegaETH public chain mainnet launched today: claiming 100,000 TPS and millisecond-level latency, and has completed high-intensity stress testing. 7. Aztec TGE scheduled for February 12: Privacy L2 token launch. 8. SushiSwap supports trading of Solana ecosystem tokens: expanding cross-chain liquidity. 9. Cathie Wood: The crypto market may be approaching a potential bottom. A key to diversifying asset allocation is introducing new assets with low correlation to existing assets, and Bitcoin fits this bill. The addition of low-correlation assets can improve risk-adjusted returns in the long run. 10. The CFTC allows the National Trust Bank to issue dollar stablecoins under the GENIUS Act framework. 11. The White House is holding its second round of “staff-level” crypto meetings this week, focusing on “stablecoin yields.” Policy heads from several major banks will attend for the first time. Bank of America, JPMorgan Chase, and Wells Fargo are reportedly invited, while Citigroup, PNC, and U.S. Bancorp are likely to participate. 12.Openclaw The latest version adds QMD functionality, the local search solution can reduce the number of tokens, and also supports more LLMs, etc. [Bitcoin Market Analysis] Bitcoin maintained its weak upward trend over the weekend. The continuous selling pressure over the past four months has brought about a significant correction in Bitcoin. After bottoming out at $60,000, both the monthly and weekly charts show a strong desire for a rebound. A sustained rebound is likely during the Spring Festival, followed by a possible further decline in March. The price reached a high of over 72,000 on the 4-hour chart, but was immediately pushed down. Currently, the 4-hour chart needs time to recover, after which a rebound is expected, with resistance around 85,000. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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Encrypted Breakfast | February 8th 1. The Iranian Foreign Minister announced that the second round of Iraqi-Latin American talks will be held in the coming days. He also stated that the possibility of war always exists, and Iran is prepared to prevent war from occurring. 2. Musk: Once solar power generation, robotics manufacturing, chip manufacturing, and AI form a closed loop, traditional currencies will become an obstacle. What really matters will be (power generation) capacity and output, not the US dollar. 3. Eight Chinese ministries jointly issued new regulations on virtual currencies, clarifying the definition of RWA and requiring overseas tokenization registration. 4. Bithumb exchange mistakenly issued 620,000 bitcoins, of which 99.7% have been recovered, causing brief market panic but which was quickly resolved. 5. Bitcoin whale Garrett Jin deposited 5,000 BTC (worth $351 million) into Binance in two hours yesterday. 6. Arthur Hayes analyzes the Bitcoin crash as possibly caused by traders using IBIT structured products for hedging. VanEck analyzes five factors contributing to the crypto crash: deleveraging, miner selling, the waning AI hype, quantum computing risks, and the four-year cycle psychology. 7. The founder of Crypto.com acquired the domain name AI.com for $70 million. It's estimated that related AI products are coming soon. 8. ENS Labs abandoned Namechain L2 and moved ENSv2 entirely to the Ethereum mainnet. 9. MegaETH announced that mainnet will launch on February 9th, and that it will use USDM earnings to buy back MEGA tokens. 10. Polymarket applied for the trademarks POLY and $POLY, and partnered with Circle to upgrade to USDC settlement. 11. The White House met with crypto/bank executives to discuss the Clarity Act, focusing on stablecoin yields, which may accelerate regulatory progress. [Bitcoin Market Analysis] Bitcoin has been working hard to recover over the weekend. After such a sharp drop, it takes a long time to recover, so the market is expected to be in a prolonged state. Market confidence may be fully restored once the crypto bill is passed. Bitcoin is currently fluctuating around $70,000. If there's no further selling pressure at the opening tomorrow, the market should stabilize, followed by a weak correction before rebounding. However, if institutional selling hasn't ended, panic will continue. Bitcoin is showing a weak rebound on the 4-hour chart. Tomorrow's outcome depends entirely on whether institutions have finished selling off and whether their hedging and other risks have been fully resolved. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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Encrypted Breakfast | February 7th 1. Bitcoin plummeted 15.48%, hitting a low of $60,000, marking its largest single-day drop since the FTX crash. This was due to a combination of institutional selling pressure and macroeconomic risk aversion, with the root cause being institutional deleveraging, which led to the continued decline in Bitcoin prices. PS: Speculation that “the collapse of the IBIT hedge fund triggered a sharp drop in Bitcoin” continues to ferment, and partners of Dragonfly believe that the speculation is quite reasonable. 2. Over $2.5 billion in margin calls occurred across the internet, affecting 570,000 people, with long positions being the primary target. A market rally could only proceed after leverage was cleared out at 3:12 PM. 3. MicroStrategy reported a net loss of $12.4 billion in Q4 2025. The CEO stated that even if Bitcoin falls to $8,000, MicroStrategy will not collapse and will only buy more. 4. Vitalik sold 2,779 ETH (worth $6.22 million) in the past 3 days. 5. Bithumb mistakenly airdropped a large amount of Bitcoin to users, causing a short-term price drop on the platform. The world is a mess. 6. Tether makes a strategic investment of $150 million and integrates XAUT to explore the purchase of physical gold with stablecoins. 7. Pump.fun Acquired the cross-chain transaction terminal Vyper, and will gradually cease service starting February 10. 8. Binance SAFU Fund address has once again increased its holdings/transferred in 3,600 BTC (approximately US$233 million). 9. Hyperliquid ecosystem Perp DEX Trade.xyz: 24-hour trading volume reached a record high of $5.45 billion. 10. Glassnode: Bitcoin valuation has reached an all-time low, indicating that downside potential has been exhausted. [Bitcoin Market Analysis] The Bitcoin Fear Index has fallen to 6, and the current "extreme fear" sentiment is unprecedented. This round of decline was caused by institutional investors, so the abnormal decline has brought great panic to everyone. However, this panic also means that the market is close to the bottom. Bitcoin is currently finding support around $60,000 on the 4-hour chart, and has rebounded by about 20% in the past 24 hours. There are no ETF markets over the weekend, so the rebound is expected to continue. We'll know next week whether institutions have finished selling. If selling pressure decreases, market confidence will continue to recover. Bitcoin's revolution in the financial market will not end, and the trend is irreversible. The short-term decline is simply due to increased leverage. Originally, there were no great expectations for this year, but this rare drop has actually increased my confidence in this year's market. The market is not without bear markets, but this bear market has accelerated. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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Encrypted Breakfast | February 6th 1. Precious metals suffered a sharp decline. Gold prices fell sharply after the opening, briefly dropping below $4,800, before closing down 3.73% at $4,779.41 per ounce. Silver continued its decline, falling to near the $70 mark, before closing down 19.68% at $70.79 per ounce. 2. The Dow Jones Industrial Average closed down 1.2%, the S&P 500 fell 1.23%, and the Nasdaq Composite fell 1.59%. The latter two have fallen for three consecutive trading days, with the Nasdaq falling nearly 4% this week. 3. Bitcoin fell from 98,000 to 60,000 in just 3 weeks and is currently testing the bottom support area. 4. The number of planned layoffs in the United States surged in January, with the number of planned layoffs rising 118% year-on-year to 108,435 last month, the highest level for a month in 17 years. 5. Gemini laid off 25% of its staff (approximately 200 people) and closed customer accounts in the UK, EU, and Australia. 6. JPMorgan strategist: In the long run, Bitcoin is now "more attractive" than gold. Long-term potential: Theoretical target of $266,000. 7. US Bitcoin ETFs have seen outflows of over $12 billion since October. A Deutsche Bank report states that the Bitcoin decline stems from a loss of confidence, not a collapse of market structure. 8. Coinbase launches spot trading of HYPE. HYPE was originally considered the best safe-haven asset. 9. Vitalik Buterin urged developers to innovate rather than copy the EVM chain, emphasizing a true connection to Ethereum. 10. Strategy reported a net loss of $12.4 billion in Q4 2025, with $25.3 billion raised throughout the year. 11. Tether invests $100 million in digital asset platform Anchorage Digital, Anchorage Digital Bank NA, the first federally regulated digital asset bank in the United States. 12. In response to the threat of legal documents from Binance in the English-speaking region, Binance denied the authenticity of the documents, claiming they were forged; and stated that its platform's fund inflow data was used to refute the run narrative. 13. Regarding the US Senate's "Crypto Market Structure/CLARITY" process, Senator Cynthia Lummis stated that the Senate has included the crypto bill on its agenda, and the revision and deliberation of the CLARITY bill are proceeding as planned. 14. The USDT OTC price on the Binance platform once rose to around 7.1 yuan (compared to about 6.94 yuan to the US dollar at the time), and buy the dips hunters were entering the market. [Bitcoin Market Analysis] Bitcoin has continued to fall following the macro financial trend, hitting the $60,000 mark this morning. There must be some hidden risk behind this decline. There are no major negative factors in the industry at present, but the overall macro environment is not optimistic. It is as if global assets have lost liquidity. Bitcoin has strong support around 60,000 on the 4-hour chart, and indicators such as RSI show that it has entered the oversold zone, indicating that it will enter a violent rebound phase. Currently, it's perfectly acceptable to buy and hold spot stocks and patiently wait for a rebound. However, avoid leveraged trading due to its enormous risk. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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Encrypted Breakfast | February 4th 1. Gold and silver rebounded strongly after two consecutive days of sharp declines. Spot gold rose rapidly after opening and surged back above the $4,900 mark, once recording a record single-day gain of over $320, before finally closing up 6.13%, the largest single-day gain since November 2008, at $4,946.67 per ounce. Spot silver surged more than 10% at one point during the session and returned above $89, but then quickly gave back some of its gains, ultimately closing up 7.68% at $85.20 per ounce. 2. The three major U.S. stock indexes fell, with the Dow Jones Industrial Average down 0.34%, the S&P 500 down 0.84%, and the Nasdaq Composite down 1.43%. 3. Trump signed a bill to end the partial government shutdown. 4. Tether launched the MOS Bitcoin mining operating system, which supports modular energy management. 5. Senate Democrats plan to hold another closed-door meeting tomorrow to discuss the Cryptocurrency Market Structure Act (CLARITY Act), hoping for good news. 6. Kairos, a cross-platform prediction market tool, has raised $2.5 million in funding, led by a16z Crypto. 7. Aster launches its sixth phase of the buyback program, with up to 80% of platform transaction fees used for token buybacks. 8. The founder of Aave purchased a five-story mansion in London for approximately $30 million. P.S.: Buying a luxury house in the crypto community seems to be considered unlucky. 9. Musk responds to doge's moon landing timeline: It may be achieved next year. 10. Trump: I am a staunch supporter of cryptocurrency and the most vocal advocate for the crypto industry. 11.BASE There are a constant stream of projects related to Agents on the blockchain. Humans are creating startups and projects for Agents, such as Agent live streaming and platforms where Agents hire humans to work for them. These are worth keeping an eye on. [Bitcoin Market Analysis] Gold has returned to $5,000, while Bitcoin is still falling. Last night, it approached $72,000. The market is truly in a state of panic. Yi Lihua, Xiao Hei, and Vitalik Buterin are all selling off, and ETH continues to be under pressure. Bitcoin experienced a significant drop on the 4-hour chart with no signs of support or stabilization. However, a rebound seems imminent, but we need to observe further. Once the panic subsides, the rebound will begin. There are still many opportunities in the Agent field. Since the emergence of Openclaw, people are creating various platforms for Agents and issuing cryptocurrencies along the way. Let's keep an eye on it. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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Encrypted Breakfast | February 3 1. Gold prices have been highly volatile recently, continuing their decline yesterday. The CME Group's increased margin requirements exacerbated the sharp sell-off triggered last week following Warsh's nomination as the next Federal Reserve Chairman. Gold briefly fell to a daily low of $4402.93 before rebounding somewhat, with a daily range of $480, ultimately closing down 4.59% at $4660.91 per ounce. 2. The three major U.S. stock indexes closed higher, with the Dow Jones Industrial Average up 1.5%, the S&P 500 up 0.54%, and the Nasdaq Composite up 0.56%. 3. Due to the partial government shutdown, the U.S. Bureau of Labor Statistics postponed the release of its employment report, originally scheduled for Friday. 4. The US and Iran are set to hold nuclear talks. The Iranian president has ordered the commencement of special nuclear negotiations with the United States, and a US special envoy and the Iranian foreign minister will meet in Turkey on the 6th. 5. SpaceX issued a statement announcing its acquisition of xAI, an artificial intelligence company also owned by Elon Musk. xAI also issued a statement confirming that it has "joined SpaceX". 6. Strategy increased its holdings by 855 BTC, bringing its total unrealized profit to $1.332 billion: average cost $76,052. 7. Binance SAFU fund purchased 1,315 BTC: worth $100 million, as a reserve conversion. 8. Tom Lee: Crypto may be bottoming out, and the sell-off is gradually losing momentum. 9. Sky Protocol (formerly MakerDAO) repurchased 130 million SKY tokens in January, costing $8.5 million USDS. 10.ZAMA Binance Coinbase was listed, and it was immediately dumped, but fortunately it is currently maintaining around 0.035. 11. Four.Meme Launched the "Tax and Fee Mode" feature, introducing an on-chain transaction tax mechanism. 12. Bankr now supports token issuance on the Solana network. Token issuance uses a bonding curve. The creator (or its delegator) pays a 0.5% fee. After the migration: 50% of the transaction fees go to the creator (or fee delegator), 40% to bankr, and 10% is burned. 13. OpenClaw version update, focusing on fixing security vulnerabilities such as local file inclusion and execution injection, enforces TLS 1.3 and adds system prompt protection, while optimizing Discord thread routing, streaming stability and memory search, integrating 20+ community contributions, further strengthening its reliability and momentum as a privacy-first open source self-hosted AI agent platform. 14. OpenAI announced the launch of Codex, a macOS-exclusive application, a cutting-edge AI coding platform that supports multi-agent collaboration, reusable skills, and background automation. However, the release coincided with the height of the #keep4o protests, with users accusing it of being a distraction from the creative and general needs of the soon-to-be-obsolete GPT-4o by offering developer tools, leading to a surge in subscription cancellations. [Bitcoin Market Analysis] Bitcoin's daily chart shows a bottom with increased volume, but the trend is still very poor. Panic continues to spread, but remember that the more panic there is, the more you should buy the buy the dips. After a big drop, there will naturally be a rebound, and after a big rebound, there will naturally be a drop. The current trend is a bear market, unless it returns to around 10. Although there has been a rebound in the 4-hour chart, it is very weak. The overall market momentum is currently very weak, so it needs time. I have a premonition that the next bull market will be triggered by agents, so learn AI and related tools well, and you won't be anxious when the bull market comes. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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Encrypted Breakfast | February 2nd 1. Spot gold began its decline during the European session, plunging as much as 12% to around $4,680, marking its largest single-day drop since 1983, with a daily range of nearly $770, erasing all gains for the week. Spot silver also plummeted as much as 35% to around $73, its largest single-day drop on record, and a weekly decline of over 17%. This morning, gold opened $90 lower, and silver opened 4.5% lower. 2. The money market is betting that the Federal Reserve will cut interest rates more than twice this year, each time by 25 basis points. 3. Pay close attention to Friday, January 6th, when the unemployment rate and non-farm payroll data will be released at 21:30. 4. Over $2.5 billion in crypto market liquidations: Long positions dominate, with a single Ethereum liquidation reaching $220 million. 5. CrossCurve bridge hacked: fake messages cause $3 million in cross-chain losses. 6. Step Finance vault robbed of $27 million: Solana DeFi platform STEP token collapses by 80%. 7. MicroStrategy's Bitcoin holdings turn to losses: Saylor's strategy faces challenges due to the price crash. 8. Jupiter integrates with Polymarket: Users can directly access the prediction market through the app. 9. Virtuals launches Openclaw+ACP: enhancing AI and social Fi capabilities. 10. Binance vs OKX "10.10 flash crash" controversy: CZ denies profiting, Star Xu accuses Binance of being irresponsible. 11. 2026-02-02 20:00: ZAMA tokens are listed on Binance trading. 12. BTC OG Insider: A whale deposited over 100,000 ETH into Binance in the past 24 hours. [Bitcoin Market Analysis] Bitcoin falls below $76,000: The market suffered a sharp decline due to the Fed's nomination and geopolitical risks. Total market capitalization shrank by 6%. US Bitcoin spot ETFs saw net outflows of over $1.6 billion in January. Bitcoin has fallen below $80,000, and the continued decline over the weekend is quite unusual. There will likely be another drop after the US stock market opens tonight. Overall, the macroeconomic forecast for Q1 is not very optimistic. A real trend rebound is expected to occur in June, so there will be good opportunities to get on board during this period. Currently, there are no market signals for Bitcoin on the 4-hour chart. Coupled with the decline and adjustment in gold, it is highly likely that it will fall below 70,000. This could happen in an instant or it could take a month. In short, the current market sentiment is very panicked, but I firmly believe it will get better because I have already seen the scenario of a future bull market, which is the emergence of Agents. The explosive popularity of OpenClaw has already shown this prototype. By configuring a wallet for AgWnt, one can find various opportunities to make money. In other words, the main force of future trading will be Agents, not humans. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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