avatar
yueya fnf
Follow
Posts
avatar
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
6.31%
avatar
yueya fnf
02-06
Encrypted news release on the evening of February 6, 2026. > "Is the Bitcoin myth over? $76,052 becomes the life-or-death line for MSTR, and the 'bloody wash-out' behind the $2.1 billion liquidation has just begun." > 🏛️ Key News: Political and Economic Storms and Regulatory Changes * Trump nominates Kevin Warsh to head the Federal Reserve: President Trump officially nominated former Federal Reserve Governor Kevin Warsh to succeed Jerome Powell. Warsh is known for emphasizing "monetary discipline" and "balance sheet reduction," and his nomination directly pushed up real interest rate expectations, leading to a collective decline in risk assets. * Strategy (MSTR) is in deep water: Financial reports show Strategy suffered a massive $12.4 billion loss in Q4 (including $17.4 billion in unrealized digital asset losses). Its current holdings of 713,502 BTC have an average cost of $76,052. With BTC falling below this price level, MSTR's "buy-for-everything" myth is facing its most severe credibility test in 2026. * Brazil plans to legislate against "algorithmic stablecoins": The Brazilian Chamber of Deputies passed Bill 4.308/2024, which proposes to ban the issuance and trading of unsecured stablecoins such as USDe and Frax, with violators facing up to 8 years in prison. * Fidelity's FIDD vs. Tether's Gold War: While Fidelity launched its compliant stablecoin FIDD, Tether announced a $100 million investment in federally licensed bank Anchorage Digital and plans to integrate XAUT (tokenized gold) into the platform, accelerating the fusion of physical assets and the crypto landscape. 📊 Market Analysis: Chain Liquidation and Reshuffling of Shares * $2.1 Billion Liquidation Massacre: A staggering $2.114 billion in liquidations occurred across the entire network within 24 hours (long positions accounted for over 87%). BTC hit a low of $62,345; ETH fell below $2,000 and dipped to $1,824, with leveraged traders almost entirely wiped out. * BlackRock's IBIT Sets Trading Record: Amid the market crash, BlackRock's IBIT saw a single-day trading volume of $10 billion, a record high. This reflects a significant turnover of billions of dollars while retail investors panicked and sold at a loss. * Fear & Greed Index Drops to 12: The Fear & Greed Index has fallen into “Extreme Fear” (reading 12). Technically, the BTC RSI has dropped to 17, in the “third most oversold” range in history, with the market closely watching the ultimate defense line at $60,000 (200-week moving average). 🚀 Project Update: Hotspot 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 | ⇄ Divergence | Whale Game | Huang Licheng (Machi Big Brother) adds to HYPE long positions; Kraken announces HYPE spot trading. | | LIT | ↑ Positive | Whale Opens Long Position | An address deposited 7 million USDC to open a long position in LIT on Hyperliquid, resulting in a single-day increase of over 6% against the market trend. | TRIA | → Neutral | Binance Launch | Binance Alpha will launch TRIA trading today at 16:00, with the airdrop threshold decreasing every 5 minutes. | BIRB | ↑ Positive | New Listing in South Korea | Upbit/Bithumb announced the listing of Moonbirds (BIRB), with the price briefly surging to $0.42. | USDE | ↓ Caution | Regulatory Hammer | Affected by the draft ban in Brazil, market confidence in algorithmic stablecoins has been damaged, and they face regulatory compliance pressure.
FIDD
0%
avatar
yueya fnf
02-06
February 6, 2026 Crypto News Highlights The crypto market experienced an epic "crash" today, with Bitcoin plunging over 12% in a single day, breaking through the $63,000 mark. This not only wiped out all gains since Trump's election victory but also triggered a chain reaction of liquidations exceeding $2.1 billion across the entire network. Market sentiment has instantly shifted from "greed" to "extreme fear," and Wall Street is facing its most severe confidence crisis since the beginning of 2026. 🏛️ Key News: Collapse of Institutional Dividends and Political and Economic Turmoil * Crypto Market "Confidence Crisis" Erupts: The $70,000 "psychological barrier" promised by the current administration was forcefully breached, directly triggering an avalanche of selling from algorithmic trading and leveraged positions. Analysts point out that Bitcoin's previous "safe-haven asset" label has almost completely collapsed in this round of macroeconomic shocks. * Trump Publicly Pressures Rate Cuts: Trump publicly declared today that the Federal Reserve's rate cut is "unquestionable." He firmly believes his nominee, Kevin Warsh, will understand his strong stance on interest rate cuts, a statement that exacerbates market concerns about the independence of monetary policy. * US Legislative Process: Senate Accelerates Clarity Act: Despite the market crash, the Senate plans to reserve time for a full session on the crypto market structure bill in the spring. Treasury Secretary Bessant today criticized "crypto nihilists" who resist regulation and called for the bill to be passed quickly to stabilize market order. * Major Exchange Exodus: Gemini officially announced its withdrawal from the UK, Europe, and Australia markets, and will lay off 25% of its staff (approximately 200 people), shifting its business focus entirely to the US. This move is seen as a sign of the crypto industry's shift from global expansion to regional defense. 📊 Market Analysis: Leveraged Massacre and Institutional Exit * BTC Plunge, 430,000 Liquidated: Total liquidations across the network reached $2.114 billion in 24 hours (long positions accounted for over 87%). BTC hit a low of $62,345; ETH fell below $2,000, dipping to $1,824, and SOL fell below $80. * Institutional demand reverses, ETFs see massive turnover: BlackRock's IBIT saw a record $10 billion in trading volume today. However, after recording a $560 million inflow on Monday, over $800 million has flowed out in the past two days, indicating that institutions are shifting from directional betting to risk aversion. * Strategy (MSTR) faces a life-or-death test: Saylor's subsidiary released its Q4 earnings report, revealing a massive loss of $12.4 billion. Currently, its 713,502 BTC holdings have an average price of approximately $76,052, meaning all of MSTR's holdings are at a loss, triggering extreme panic in the market regarding its financial health. * Diverging safe-haven demand: Gold and silver plunge simultaneously: The collapse in the crypto market has spread to precious metals. Silver plunged over 20% at one point today, while gold fell over 4%. Funds are fleeing all risk assets at an unprecedented rate, flowing into cash and physical gold. 🚀 Project Updates and Capital Flows * Tether's Aggressive Purchase of Physical Gold: Amid the cryptocurrency crash, Tether announced a $150 million investment and plans to convert 10%-15% of its reserves into physical gold (stored in a Swiss nuclear bunker), with weekly purchases reaching 1-2 tons. * Coinbase's New Listing Roadmap: Announced the launch of HYPE and RNBW spot trading today and released a list of coins under watch, including Aztec (AZTEC). * Mining Enters its "Darkest Hour": Bitcoin Hash Price fell to a record low of $0.03/TH. Miners are being forced to shut down or sell BTC on a massive scale, with the next difficulty adjustment expected to drop significantly by 13%. * Trump family project sell-off: On-chain monitoring shows that World Liberty Financial (WLFI) has sold another 173 WBTC. Despite the investigation, its selling activity has not stopped.
ETH
1.26%
avatar
yueya fnf
02-05
Encrypted News Highlights, February 5, 2026 Global financial markets are mired in deleveraging today. Hit by disappointing ADP employment data and earnings warnings from tech stocks, the crypto market experienced its most severe "pin-drop" decline since the beginning of the year, with BTC briefly falling below the $72,000 mark. However, amidst this extreme market panic, regulatory benefits from Wall Street and Hong Kong are being realized at an accelerated pace. 🏛️ Key News: Institutional Dividends and Policy Shifts: Trump May Sign "Crypto Law" Before April: White House officials revealed that Trump is expected to formally sign the Cryptocurrency Market Structure Act (CLARITY) before April. SEC Chairman Paul Atkins has also publicly called for allowing crypto assets to be included in the $12.5 trillion 401(k) retirement accounts. Hong Kong's stablecoin licenses will be piloted in a limited number of applications: The Hong Kong Monetary Authority (HKMA) has confirmed receiving 36 applications for stablecoin licenses and plans to issue the first batch of licenses in March. HKMA Chairman Eddie Yue emphasized that the initial phase will adhere to the principle of "few but high-quality" and will strictly scrutinize the quality of reserve assets and cross-border compliance. Fidelity's FIDD Officially Launched: Fidelity's first USD stablecoin, FIDD, has been launched on the Ethereum mainnet and is available to retail and institutional investors. Fully backed by cash and short-term US Treasury bonds, the coin offers daily transparency audits and aims to challenge USDT's market dominance. CFTC's regulatory overhaul: The U.S. Commodity Futures Trading Commission (CFTC) announced the withdrawal of its previous stringent regulatory proposals for prediction markets, signaling a more relaxed federal regulatory environment for the sector. 📊 Market Analysis: Leveraged Collapse and Bottom Testing BTC experienced a flash crash: BTC briefly plunged to $71,888 due to the negative impact of ADP employment data (an increase of only 22,000), ETH fell below $2,100, and SOL fell below $90. A massive $1 billion liquidation: The total liquidation volume across the network surged to $1.05 billion in 24 hours (another figure is $780 million), with long positions accounting for over 92%. The largest single liquidation occurred in HTX's ETH-USDT contract, involving approximately $8.4 million. The fear and greed index has fallen below 20, dropping to 16 (extreme fear). Arthur Hayes analyzed that the underlying logic for the plunge is that dollar liquidity has recently contracted by about $300 billion due to governments hoarding cash to mitigate the risk of a shutdown. The "resistance level" for spot ETFs: The average holding cost of BTC spot ETFs (approximately $84,100) has been broken. If BTC cannot quickly recover the $75,000 watershed, the technical outlook suggests it may seek support at $69,000 or even the 200-week moving average. 🚀 Project Updates and Safety Warnings CME plans to issue “CME Coin”: The CEO of CME Group announced at the earnings conference that the company is evaluating the issuance of its own token and is partnering with Google to launch “tokenized cash” for use as collateral. Tether's fundraising cools down: Reports indicate that Tether has reduced its fundraising target from $20 billion to approximately $5 billion, as investors question its high valuation of $500 billion. Its reserves currently hold approximately $193 billion, and its transaction volume hit a record high in Q4 2025. Multicoin founder Kyle Samani steps down from management to focus on his Solara ecosystem treasury. On-chain data suggests that his associated addresses recently converted $220 million worth of ETH into $HYPE. Coinbase's new listing roadmap: Announced that DOOD will be listed on the spot market on February 5th, and added projects such as Rainbow (RNBW) and Aztec (AZTEC) to its listing watchlist. Security Alert: Holdstation Hacked: Wallet compromised, resulting in a loss of approximately $100,000. Hackers transferred funds to the Bitcoin network via cross-chain bridges. Users are advised to exercise caution when authorizing cross-chain wallets. Recommendation: Pay close attention to the non-farm payroll data, which was postponed to February 11th. BTC is currently fluctuating wildly between $72,000 and $74,000. Avoid blindly buy the dips with leverage. Consider dollar-cost averaging opportunities near your cost basis.
BTC
0.75%
loading indicator
Loading..