#Federal Reserve rate cuts#
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Crypto Market Aggregator|币圈新闻汇总
[2/3] (TechFlow | BlockBeats | PANews | Foresight News | WuBlockchain | TechFlow(Arkham)) 2. BTC/ETH spot prices experienced abnormal fluctuations in the early morning, with a single-minute amplitude exceeding 3% at one point; the Fear & Greed Index remains at "Extreme Fear". Between 00:05 and 00:17, the price fluctuated by more than 1% per minute multiple times (some exceeding 3%), with a short-term surge in trading volume. Market speculation suggests this may be related to malfunctions in the grid trading strategies of some market makers; the index reached 7 (“Extreme Panic”). Meanwhile, data indicates that ETH 24-hour contract trading volume on Bybit reached $21.58 billion, a year-on-year increase of 354.01%. (TechFlow | PANews | Foresight News | BlockBeats | Foresight News) 3. Bitwise advisor Jeff Park refuted the rumor of "removal of IBIT options position limits": The IBIT cap remains at 250,000 units. He stated that the rumor is untrue and that the proposed adjustment is to increase the cap for FBTC, ARKB, HODL, and Ethereum ETF from 25,000 units to 250,000 units to achieve fairness. He also believes that the recent selling pressure is more likely from non-directional "paper funds" such as TradeFi risk de-trading and derivatives hedging/market making, which can be verified through OCC data. (TechFlow | Foresight News | BlockBeats | Odaily) 4. ETH/BTC On-Chain Fund Movements: Suspected institutional purchase of 20,000 ETH; new address withdraws 1,546 BTC; multiple whale purchases/withdrawals of ETH. On-chain tracking shows that a new wallet, suspected to be BitMine, transferred 20,000 ETH (approximately $41.67 million to $41.98 million) from Kraken; another newly created address withdrew 1,546 BTC (approximately $106.68 million) from Binance. Meanwhile, a whale was observed withdrawing 60,784 ETH (approximately $126 million) from Binance within 30 hours, and another address increased its holdings by 53,544.2 ETH (at an average price of approximately $2,074.4) in 24 hours, accumulating a total of 63,784.8 ETH since February 1st. (BlockBeats | TechFlow | PANews | Odaily | TechFlow | BlockBeats | Foresight News | TechFlow) 5. Macroeconomic/Interest Rate Expectations (CME): 23.2% probability of a 25bp rate cut by the FOMC in March; 32.5% probability of a cumulative 50bp rate cut throughout the year by the end of 2026. In addition, the probability of a cumulative interest rate cut of 75 basis points throughout the year is 25.9%; the probability of no further interest rate cuts is 5.4%. (BlockBeats | Cointelegraph) 6. Bitcoin mining: Difficulty decreased by 11.16% to 125.86T, the largest single decrease since the summer of 2021. Block height 935,424, difficulty decreased by 11.16%; the average hashrate over the past 7 days is 990.08 EH/s, and the total hashrate has decreased by about 20% over the past month. (BlockBeats | Foresight News | Odaily) 7. Institutions and Opinions: Coinbase CEO emphasizes long-term bullishness; CoinDesk believes the pullback is more like a "sharp but short-lived" correction; Arthur Hayes opposes "conspiracy theories". Brian Armstrong stated that the sharp fluctuations do not change his long-term view and believes that crypto is rapidly "eating up the financial services industry." CoinDesk analysts believe that BTC's nearly 50% pullback from its highs is more like a historically "sharp but short-lived" correction, possibly related to misinterpreting Fed signals, margin calls, and profit-taking. Arthur Hayes stated that the recent crash was not a secret conspiracy, and that derivatives do not create volatility but only amplify it in both directions, and that the lack of government bailouts will help clear excessive leverage more quickly. (BlockBeats | Odaily | PANews | TechFlow | BlockBeats) 8. Forward Industries (FWDI) announced it will increase its stake in SOL "without leverage or debt" and plans to integrate other SOL financial companies.
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Crypto Market Aggregator|币圈新闻汇总
[1/3] [Crypto/TradFi Merge Update] 2026-02-08 00:00 (Beijing Time) ━━ Important News ━━ 1. China issues regulatory guidelines for “Responsible Vacancies (RWAs) issued overseas by domestic assets”: The guidelines clarify the division of regulatory responsibilities based on the principle of “same business, same risk, same rules.” This means that RWAs issued overseas by domestic assets will be subject to the following regulatory framework: Foreign debt RWAs will be regulated by the National Development and Reform Commission (NDRC); equity RWAs and asset securitization RWAs will be regulated by the China Securities Regulatory Commission (CSRC); RWAs involving the repatriation of funds raised overseas will be regulated by the State Administration of Foreign Exchange (SAFE); and other forms will be regulated by the CSRC in conjunction with relevant departments according to their respective responsibilities. (BlockBeats | PANews(Caixin) | Odaily) 2. Vietnam plans to tax the transfer/trading of crypto assets: 0.1% of the transaction amount for individuals, and 20% for institutions or corporations; crypto transactions are exempt from VAT. Vietnam's Ministry of Finance has proposed a draft tax law that would subject individuals (regardless of whether they are residents or non-residents) to a 0.1% personal income tax on the transfer of crypto assets through licensed platforms (similar to the securities tax system); related income of institutional investors might be subject to a 20% corporate income tax; and the transfer/trading of crypto assets would be exempt from value-added tax (VAT). The draft law also proposes setting high thresholds for digital asset exchanges, such as a legal capital of 10 trillion Vietnamese dong (approximately US$408 million) and a foreign ownership limit of 49%. (Hanoi Times | BlockBeats | Foresight News | TechFlow) 3. Tether assisted Türkiye in freezing approximately $544 million in crypto assets involved in illicit gambling/money laundering. Tether CEO Paolo Ardoino stated that the freeze was executed at the request of the Istanbul Prosecutor's Office. Disclosed information shows that Tether has assisted law enforcement in over 1,800 cases in 62 countries, freezing approximately $3.4 billion in USDT. Elliptic data indicates that by the end of 2025, Tether and Circle have blacklisted approximately 5,700 wallets, freezing a total of approximately $2.5 billion (about two-thirds of which is USDT). (PANews | BlockBeats | Foresight News | Cointelegraph) 4. Strategy (formerly MicroStrategy) reported a huge loss in its Q4 earnings report: unrealized losses of approximately $17.4 billion and a net loss of $12.4 billion. The company stated that it holds approximately $2.25 billion in cash reserves to cover interest and dividends and that there is currently no pressure to sell liquidity. However, Michael Saylor stated in a conference call that "selling Bitcoin is also an option," prompting the market to reassess potential selling pressure. (PANews | Odaily) 5. Bithumb "accidental Bitcoin sending" incident: Customers are expected to lose approximately 1 billion Korean won. The company has launched a compensation and rectification program and established a 100 billion Korean won guarantee fund. Bithumb apologized and stated that it would compensate users who panic-sold at low prices during a specific period with "the transaction price plus an additional 10%", and would also provide compensation to users who visited the site during the incident and offer 7 days of zero transaction fees across the entire site. At the same time, it would cooperate with regulatory investigations, upgrade asset verification/multiple payment/anomaly detection and external auditing, and establish a 100 billion won "customer protection fund". (PANews | BlockBeats | Foresight News | TechFlow) 6. Hong Kong Securities and Futures Commission (SFC) Digital Asset Advisory Group Meeting: Discussion on Enhancing Liquidity and Expanding Product and Service Offerings for Licensed Platforms. The SFC and licensed virtual asset trading platforms discussed the “Strengthening the Digital Asset Ecosystem Plan,” focusing on enhancing liquidity, promoting the expansion of product and service offerings, and emphasizing the balance between innovation and investor protection. (BlockBeats | Foresight News | TechFlow) 7. Market rumors of "institutional collapse" are gaining traction: Winternute CEO expressed strong skepticism, stating that the current market is more orderly and the risks are controllable. Historically, risk signals from 3AC, FTX, and other institutions have often been exposed quickly through industry channels, but no similar signs have been observed so far. Most of the related rumors come from anonymous accounts with insufficient credibility. (PANews | Odaily) Market Analysis 1. Next week's macroeconomic "high-density risk window": a concentration of data and official speeches may amplify cross-asset volatility and transmit it to cryptocurrencies. The US non-farm payrolls, CPI, and retail sales will be released in quick succession, and several Federal Reserve officials will speak out; coupled with geopolitical and policy variables (such as US-Iran negotiations, the Japanese general election, etc.), the risk of volatility spillover increases. (BlockBeats | TechFlow | PANews) 2. 10X Research: Selling pressure may mainly come from the selling and forced liquidation of spot ETFs; a short-term rebound/consolidation is possible, but new lows may still be reached in the summer. CNBC, citing 10X Research, believes that selling pressure this week may come from Bitcoin spot ETF sell-offs, sharp drops triggering forced liquidations, and being dragged down by weaker risk assets; however, further declines this summer cannot be ruled out, with the low point potentially pointing to the $40,000–$50,000 range. (BlockBeats | PANews | Odaily)
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yueya fnf
Encrypted News Highlights, February 7, 2026 "The 'Battle Royale' after the bloody weekend: The battle to defend $60,000 BTC begins, Bithumb mistakenly airdrops 2,000 BTC, triggering a stampede in the Korean market." --- ### 🏛️ Key News: Regulatory Game and Macroeconomic Turmoil * Trump nominates Kevin Warsh to head the Federal Reserve: President Trump has officially nominated Kevin Warsh to succeed Jerome Powell. Warsh's aggressive policy of "simultaneous interest rate cuts and balance sheet reduction" has shattered the market's illusion of an easing cycle in 2026, putting long-term tightening pressure on liquidity in risk assets. * Regulatory guidelines for domestic assets issuing currencies overseas have been released: The People's Bank of China and eight other departments have clarified that, without approval, domestic entities and their controlled overseas entities are prohibited from issuing virtual currencies or stablecoins pegged to the RMB overseas. Virtual currency-related businesses have been classified as "illegal financial activities," triggering a large-scale withdrawal of related projects from China. * Bithumb "Ghost Airdrop" Disaster: The South Korean exchange Bithumb suffered a major operational error, mistakenly distributing a reward of 2,000 Korean won as **2,000 BTC** (a total of 620,000 BTC were mistakenly distributed, representing 3% of the total supply). Although the platform recovered 99.7% of the assets, the instantaneous "ghost sell-off" caused the price of BTC in South Korea to plummet by 10% in a short period, triggering a global deleveraging crisis. * Brazil's "Hammer of Stablecoins" Falls: Brazil has passed a law strictly banning unsecured algorithmic stablecoins such as USDe and Frax, with violators facing up to **8 years in prison**. This move marks the beginning of a "criminalization" era in the global regulation of illegal currency-backed stablecoins. --- ### 📊 Market Analysis: The "Blood Banking" Game Amidst Extreme Panic * Fear & Greed Index Drops to Single Digits: The crypto fear and greed index has fallen to **6 (extreme fear)**, its lowest point since the start of 2026. The BTC RSI reading is only **17**, in the third-largest oversold range in history. * $60,000 "Lifeline": After breaking through $63,000, BTC retreated to the 200-day moving average (approximately $58,000-$60,000) to find support. Glassnode points out that the current market loss has reached 24%, and if the $60,000 mark is breached, the next support level will be $55,000. * Arthur Hayes' "conspiracy theory": Hayes believes the recent market crash was related to traders' structural hedging against **BlackRock IBIT options**. On the day of the crash, IBIT options trading volume reached a record high of **2.33 million contracts**, indicating that institutions were using the options market to hedge against the risk of a spot market collapse. * Strategy (MSTR) stock price halved: MSTR's stock price plummeted by over 17% in a single day, and its financial report confirmed that its 710,000 BTC are now **all at a floating loss** (average price of $76,052). The market is holding its breath awaiting whether it faces the risk of being forced to liquidate due to collateral impairment. --- ### 🚀 Popular Token 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 | ↑ Positive | Breakout Against the Trend | While the broader market fell by more than 10%, **HYPE** bucked the trend and rose by 6%, with Huang Licheng (Machi Big Brother) continuing to add to his long positions. | MSTR | ↓ Caution | Huge Financial Losses | Q4 Net Loss of $12.4 Billion, Bitcoin Holdings with Unrealized Losses Exceeding $4.6 Billion, Facing a Crisis of Confidence in the Secondary Market. | LIT | ↑ Positive | Whale Opens Long Position | A whale deposited 7 million USDC to long on**LIT** in Hyperliquid against the trend. | USDE | ↓ Caution | Regulatory Penalties | USDe faces compliance challenges due to the Brazilian ban, leading to a surge in protocol clearing volume. | TRIA | → Neutral | Binance Launch | Binance Alpha enables TRIA trading; airdrop threshold dynamically adjusts with market fluctuations. --- Recommendation: With the January non-farm payroll data postponed to February 11th, the market lacks macroeconomic support during this period, making it prone to repeated technical spikes. The $84,000 cost level for BTC spot ETFs has become a strong resistance zone; spot holders are advised to be wary of the risk of a second sell-off after a break below $60,000.
HYPE
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US Treasury Secretary Bessant has changed his tune yet again. His previous statement about a "strong dollar policy," which triggered the market crash, is now being reinterpreted. The US is currently more concerned with "capital retention" than with "how high the exchange rate can stand." - We do not promise that the dollar will not fall, nor do we bail out the dollar; we promise that "American assets are worth buying." A true man should be like Bessant, able to bend and stretch – this was the first market-saving measure. The second was a change of heart from Federal Reserve officials. San Francisco Fed President Daly stated yesterday that the labor market is fragile and there is still room for interest rate cuts, possibly one or two more. This is the first time the Fed has signaled a rate cut since the recent global market crash. Buying the buy the dips is a sound strategy, but the bear market trend remains unchanged. Best wishes to everyone. twitter.com/punk2898/status/20...
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