The market is still in a consolidation phase at higher levels, with clearly differentiated risk appetites.
BTC continues to trade sideways, fluctuating and absorbing supply. Meanwhile, money continues to flow strongly into safe-haven assets like gold. Simultaneously, some Capital is returning on-chain, seeking high-beta ventures — meme, AI, and application layer activities are showing signs of recovery.
Opportunities are abundant, but timing and story selection are more important than predicting whether the market will go up or down.
Key points to note:
1️⃣ $ BTC continues to fluctuate below the $90,000 mark, with no clear trend yet formed. $ETH has regained the $3,000 mark, while $ SOL has seen a strong recovery in on-chain activity, with nearly 60,000 new Meme token created in the past 24 hours.
2️⃣ The US Federal Reserve (Fed) kept its benchmark interest rate unchanged at 3.5%–3.75% , officially pausing the interest rate cut cycle, thereby continuing to curb expectations of liquidation.
3️⃣ Spot gold and silver hit new all-time highs: gold neared $5,600 , silver nearly touched $120 , indicating that money continues to flow into safe-haven assets.
4️⃣ MegaETH officially announced that its public mainnet will launch on February 9th , further boosting the modular blockchain story.
5️⃣ Tether launches $USA₮ , a USD- Peg , federally regulated stablecoin, directly competing with $ USDC . The stablecoin race enters a new phase.
6️⃣ Optimism Collective has approved the proposed buyback of $ OP Token , with 50% of future revenue from the Superchain being used for the buyback.
7️⃣ The Moonbirds Token – $BIRB – officially began trading and was simultaneously Airdrop on Binance Alpha . After its launch, the Token price at one point increased by over 200% .
8️⃣ Robinhood CEO reveals plans to roll out 24/7 Tokenize stock trading in the coming months, with DeFi features to be introduced gradually.
9️⃣ OpenAI is internally developing a social network project and researching biometric authentication mechanisms. The related Token, $WLD, has increased by over 20% in just one day .
The SEC stated that third-party issued Tokenize securities may be required to register and could potentially be subject to the security-based swap regulatory framework.
1️⃣1️⃣ The US government has begun discussions with the banking and crypto industries to resolve legal disagreements. The regulatory game is still ongoing.
📌 Quick assessment:
Major coins are still trading sideways, on-chain activity is recovering, and narrative rotation is accelerating.
