我怎么觉得跟当时猴子 BAYC 发 $APE 的气氛有点像？
当时也是NFT全民狂欢，BAYC随着发币走上神坛，在卖地的时候全网跪拜情绪达到顶峰。今天 $APE 拉盘了快40%，币价还只是前高的1/28。
两个项目类型不一样，但都在各自赛道风口来的时候站在潮头，都选择了通过发币最大程度发掘自身价值。… https://x.com/i/web/status/1847857527041773886 https://twitter.com/jason_chen998/status/1847854594501861828

Twitter

It seems to me that the atmosphere is a bit like when the BAYC monkeys released $APE at the time.

At that time, it was also a nationwide craze for Non-Fungible Tokens, and BAYC rose to the altar with the release of the token. When they were selling land, the worshiping sentiment across the network reached its peak. Today, $APE has dropped by nearly 40%, and the coin price is only 1/28 of the previous high.

The two projects are of different types, but they both stood at the forefront of the trend in their respective tracks when the opportunity came, and they both chose to maximize the exploration of their own value through the release of tokens. ... https://x.com/i/web/status/1847857527041773886 https://twitter.com/jason_chen998/status/1847854594501861828

Author | Jeff Park (Chief Information Officer, Bitwise)
Compiled by Odaily Odaily(@OdailyChina)
Translator | Dingdang (@XiaMiPP)
Editor's Note: On February 5th, the cryptocurrency market experienced another sharp drop, with over $2.6 billion liquidated in 24 hours. Bitcoin briefly plummeted to $60,000, but the market seems to lack a clear consensus on the causes of this decline. Jeff Park, CIO of Bitwise, offers a new analytical framework from the perspective of options and hedging mechanisms. [...]

The Black Swan Event Was Actually This: The Real Reason for the Recent Bitcoin Crash

Author | Jeff Park (Chief Information Officer, Bitwise)
Compiled by Odaily Odaily(@OdailyChina)
Translator | Dingdang (@XiaMiPP)
Editor's Note: On February 5th, the cryptocurrency market experienced another crash, with over $2.6 billion liquidated in 24 hours. Bitcoin briefly plummeted to $60,000, but the market seems to lack a clear consensus on the causes of this decline. Bitwise CIO Jeff Park offers a new analytical framework from the perspective of options and hedging mechanisms.
...

The release of this new regulation marks a historic leap in the attitude of Chinese regulators towards virtual assets, shifting from a "complete ban" to a "combination of restriction and guidance."

Article Author & Source: Guofeng Law Firm On February 6, 2026, the "Notice on Further Preventing and Handling Risks Related to Virtual Currencies" (Yinfa [2026] No. 42, hereinafter referred to as "Document No. 42"), jointly issued by eight ministries led by the People's Bank of China, and the "Regulatory Guidelines on the Issuance of Asset-Backed Securities Tokens Overseas by Domestic Assets" (hereinafter referred to as the "Guidelines") simultaneously issued by the China Securities Regulatory Commission, have triggered significant reactions in the legal and financial circles...