#BTC soared#
On October 25, Bitcoin ushered in a strong rebound, with a cumulative increase of more than 7% in the two trading days of 25 and 26, returning to above $20,500. Ethereum is even stronger, with a cumulative increase of more than 15% in two days, and once touched around $1,600. The market screams, the bull is coming!
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Crypto Market Aggregator|币圈新闻汇总
[2/3] 3. Bloomberg ETF Analyst: Spot ETFs have not "significantly reduced volatility," and the selling pressure from OG's high-level profit-taking is underestimated. Eric Balchunas stated that the market underestimated the amplifying effect of early holders' concentrated selling at high levels; Bitcoin's approximately 450% increase over two years also signifies a high volatility risk. (PANews | TechFlow | Odaily) 4. Liquidity pressure: Crypto funds saw net outflows of approximately $1.5 billion this week, the largest since November. According to data from the Kobeissi Letter, funds have been withdrawn for the second consecutive week, marking the fifth net outflow in the past seven weeks. (Kobeissi Letter) 5. On-chain/Sentiment Indicators: BTC social sentiment hit a near 4-year low; price near the 200-week moving average of approximately $58,000. Santiment data shows a significant weakening of sentiment; from a technical perspective, the area around the 200-week moving average has historically served as a reference point for bear market bottoms/accumulation zones. (BlockBeats | PANews) ━━ Project Updates ━━ 1. Bitfarms plans to relocate to the United States and change its name to Keel Infrastructure. The company plans to become a dual-listed company under the name "KEEL" and will move its registered office from Canada to the United States and change its name. A special shareholders' meeting is scheduled to be held on March 20, 2026, pending approval from shareholders, the stock exchange and the court. After completion, it plans to trade on Nasdaq and the Toronto Stock Exchange under the name "KEEL". (TechFlow | PANews) 2. ENS: ENS v2 will only be deployed on Ethereum L1, and Namechain L2 development will be discontinued. The ENS COO stated that discontinuing Namechain L2 will not affect v2 functionality and roadmap; more chains will still be supported in the future, and it may be possible to allow .eth registration on any EVM chain. (PANews) 3. ERC-8004 Progress: Avalanche C-Chain supports the standard; Virtuals claims that ACP "graduation agents" will automatically register and be scored on the blockchain. Avalanche announced that C-Chain supports ERC-8004 for AI agents with on-chain identity and transferable reputation; Virtuals Protocol stated that its AI agents that have graduated on ACP will automatically register in ERC-8004, and new evaluations and scores will be automatically added to the chain and bound to the identity. (BlockBeats | Foresight News | BlockBeats | Foresight News) 4. EY: Wallets will become a key entry point for next-generation financial services; banks "must have wallets." EY believes that wallets are evolving from crypto tools into gateways to financial services, and the core position of traditional bank accounts may be weakened by "smart wallets". (CoinDesk | BlockBeats | PANews) ━━ Other ━━ 1. Fund flows related to the “BTC OG/1011 whale” have attracted attention: On-chain monitoring shows signs of large deposits to Binance and withdrawals of stablecoins. It is reported that this cluster address deposited about 5,000 BTC to Binance within a few hours, then withdrew about 55 million USDC, and then deposited about 4,200 BTC. Other monitoring shows that it transferred about 20,000 ETH and 69.08 million USDT in about 12 hours, and there was on-chain behavior of “withdrawing 55,000 ETH from Aave and then partially depositing it to the exchange”. The market interprets this as suspected reduction of holdings/exchange for stablecoins. (Foresight News | BlockBeats | PANews | TechFlow | BlockBeats) 2. Aave Funding: The ETH borrowing APR surged from 2.13% to 7.35% at one point, before falling back to approximately 5.33%. Data shows that the ETH supply on Aave is approximately 3.09 million (accounting for about 81% of the hard cap), of which about 2.92 million have been lent out, with a borrowing utilization rate of about 81%. Interest rate fluctuations reflect the tightening of short-term liquidity. (Foresight News | PANews | Odaily) 3. Increased volatility in derivatives: Approximately $605 million in positions were liquidated across the network in 24 hours, with short positions dominating. Statistics show that long positions totaled approximately $228 million and short positions totaled approximately $377 million. The largest single liquidation occurred on Hyperliquid's BTC-USD pair, amounting to approximately $21.3 million. (TechFlow) 4. Prediction Markets and Sports Compliance Controversy: Kalshi claims Giannis Antetokounmpo's stake is less than 1%, NBA rules remain unclear. Kalshi confirmed that Giannis Antetokounmpo's shareholding is less than 1% (the specific amount was not disclosed); media reports indicate that the NBA has not yet provided clear guidelines for on-chain prediction/betting platforms, with related betting volume estimated at approximately $23.31 million.
ENS
0.82%
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wizz radar
━━━━━━━━━━━━━━━━━━━ 🔥 Popular Token Radar (24h) ━━━━━━━━━━━━━━━━━━━ 📅 2026-02-06 21:00 – 2026-02-07 21:00 📊 Analyzing 1054 channel messages · Discovering 10 tokens ● ENS · 7 Sources 📖 Details [PRODUCT] ↑ Positive Trigger: ENSv2 Abandons L2 and Deploys Fully on the Ethereum Mainnet Key Points: • Stop Namechain L2 development • Vitalik praised it as a wise decision ● ZEC · 6 Sources 📖 Details [PRODUCT] ⇄ Divergence Triggered: Vitalik Donates to Support Zcash Security Upgrade: Key Points • Vitalik donated funds to support Crosslink development. • Prices have fallen by approximately 60% from their peak. ● HYPE · 6 Sources📖 Details [FLOW] ⇄ Divergence Trigger: Key Points on Whale Buying and Token Unlocking: • Machi Big Brother adds to his HYPE long position • Team wallet unlocks and distributes HYPE ● POLY · 5 Sources📖 Details [PRODUCT] ↑ Active Trigger: Key Points for Polymarket to Submit a POLY Trademark Application: • Parent company files trademark application for POLY • Confirms plans to launch native token ● AAVE · 5 Sources 📖 Details [FLOW] ↑ Positive Trigger: Key Points of Whale Fund Inflows and Founder Buybacks: • 400 million USDT transferred to Aave • Founders sold ETH and bought AAVE ● ONDO · 4 Sources📖 Details [REGULATION] ↑ Positive Trigger: Key Points for 21Shares Submitting ONDO Spot ETF Applications: • Bitget stock token trading volume dominates ONDO market. • ONDO plans to build a full-stack on-chain financial services. ● BASED · 4 Sources 📖 Details [YIELD] ↑ Positive Trigger: Key Points for Upcoming BASED Token TGE Information: • TGE information released on February 8th • Airdrops and points calculation ● IBIT · 3 Sources 📖 Details [FLOW] ↓ Cautionary Trigger: Key Points on IBIT Options Trading Volume Surge Triggering Market Volatility: • Record daily trading volume for IBIT options • Hedging activities by traders may cause a BTC crash ● KELLYCLAUDE · 3 Sources📖 Details [FLOW] ↑ Positive Trigger: Meme Coin Price Surges, Market Cap Hits New High Key Points: • 24-hour increase of over 240% • Market capitalization reached a peak of $12 million ● TRIA · 3 Sources 📖 Details [LISTING] ↑ Active Trigger: Key Points of Bitget Launching TRIA Perpetual Contracts: • U-based perpetual contracts launched • Team address transfers tokens to exchanges ━━━━━━━━━━━━━━━━━━━ 📰 Single Event ━━━━━━━━━━━━━━━━━━━━ • UP | Coinbase adds UP token to its listing roadmap (6 sources) • CRO｜Founder Acquires Domain at High Price and Plans to Launch Platform (4 Sources) • MEGA | The foundation uses USDM proceeds to repurchase MEGA tokens (3 sources) • AR | Network suspected of being down for over 24 hours (3 sources) • JITOSOL | Whale transfer large amounts of JITOSOL to market makers (3 sources) ━━━━━━━━━━━━━━━━━━━
ONDO
1.76%
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DaPangDun
Big Fat Observation Post (NO.70) ---------------------- 1. @BitlightLabs updated the GitHub code a few days ago and officially announced the completion of phase 2. In principle, they should be able to move on to phase 3 soon. Lightning integration is an extremely important feature of RGB, so I think large-scale public testing is absolutely necessary (to find bugs and edge cases); once the testing is stable, it will be a transformative change. github.com/bitlightlabs/rgb-ld...… github.com/bitlightlabs/bitlig...… 2. Many BTC protocols now have virtually no liquidity, partly due to market conditions, and partly because protocols that focus solely on "asset issuance" without contributing to the long-term expansion of the BTC network have been proven ineffective. 3. Although BOLT12 is currently in the experimental stage and not many platforms support it (e.g., BN and OKX do not currently support it), as it develops, many companies have begun using it commercially. Its offer mechanism is indeed easier for users to use and understand. 4. The latest issue of op-tech contains a lot of content about post-quantum, such as: ◾️ Jonas Nick detailed a specific hash-based quantum-resistant signature algorithm in Delving Bitcoin. ◾️ Iulio Golinelli posted a proposal to create a fork to enable Falcon signature verification for Bitcoin. The Falcon algorithm, based on lattice cryptography, requires approximately 20 times the on-chain space of an ECDSA signature, while its verification speed is about twice that of an ECDSA signature. It is one of the smallest post-quantum signature schemes proposed for Bitcoin to date. I will analyze every piece of op-tech content from 2026 and maintain weekly updates. 5. Regarding value storage, currently only BTC firmly occupies this narrative, even with the recent increase in discussions about the "BTC value storage narrative being broken." ETH may have a chance, but it's not yet visible because it's based on the assumptions of "future global financial activity" and "the need for active on-chain economy to ensure the total supply doesn't inflate." 6. I have some skepticism about recent autonomous AI. It's certainly useful; I use it myself. However, I'm not optimistic about its long-term use for speculation. Many seem like artificially designed games, merely pretending to be autonomous. 7. Dollar-cost averaging $BTC Pyramid betting method #BTC #RGB #LN #AI
BTC
2.32%
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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
3.7%
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