Emily Vuong

🧧Guidelines for automatic transaction refunds - lifetime for traders or trading on #Binance:

💵Don't underestimate small money, high-frequency trading can even result in refunds that exceed the initial capital many times over.

1/ Register through the link: Binance.com

2/ The words 'Link' will appear with your referral, just click ok to complete.

3/ When the link is successfully established, the words 'retrieve' will appear as shown in the successful image.

👉When trading, you will get cash back to your spot wallet and future wallet.

If successful, you can send the last 3 digits of your ID for me to check again.

Cathie Wood stated that the earliest point at which quantum computers could become a threat to Bitcoin is around the year 2040.

She outlined three scenarios:
- Fast scenario: encryption could be broken around the year 2044.
- Medium scenario: around the year 2054.
- Slow scenario: around the year 2063.

Based on current progress, this technology is still developing quite slowly and is closer to the slower scenario. However, the pace could increase very quickly, depending on how much resources companies like Google want to invest in this field.

Currently, quantum computers are not a threat to Bitcoin. But in the period from 2040 to 2060, it could become a potential risk. Therefore, security technologies against quantum computers have begun to be researched and developed from now on.

$BTC

📌 Thailand officially allows derivative contracts based on crypto
The Thai Cabinet has approved amendments to the Derivatives Act, allowing digital assets such as Bitcoin and other approved tokens to become underlying assets for derivative products.
📌Accordingly:
🔸 Crypto can be used as an underlying asset for futures contracts, options, and other derivative products.
🔸 The Securities and Exchange Commission of Thailand (SEC Thailand) will develop detailed regulatory frameworks and supervise activities.
🔸 Thailand Futures Exchange (TFEX) will coordinate the design of contract parameters such as margin levels, position limits, and risk management mechanisms.
This move brings crypto into a formally regulated derivatives system, instead of just trading on individual digital asset platforms.
📌 Note: Crypto is still not recognized as a legal payment method in Thailand. The new legal framework focuses on risk control and investor protection.

💸BlackRock launches tokenized bond fund on Uniswap - price $UNI breaks through

▶️The world's largest asset management group, BlackRock, officially deploys the tokenized bond fund BUIDL on the DeFi protocol Uniswap, marking a new step in connecting TradFi with blockchain.

▶️BUIDL currently has a size of approximately $2.4B, investing in U.S. Treasury bonds and cash, and is the largest tokenized RWA fund in the market today.

▶️The integration is carried out through UniswapX, in collaboration with Securitize, allowing order matching based on a request for quote (RFQ) model for qualified investors, instead of the traditional AMM mechanism.

▶️Following this news, the governance token UNI surged by about 20-30% in one day, reflecting market expectations regarding Uniswap's infrastructure role in the wave of real asset tokenization.

▶️This is the first time a global-scale financial organization has brought U.S. Treasury yield products to DeFi under a legally compliant structure, setting a precedent for institutional capital to access blockchain in a tightly controlled but on-chain payment model. $UNI

📰 Goldman Sachs announces crypto portfolio worth over $2.3B for the first time
According to the 13F filing for Q4/2025 submitted to the SEC, Goldman Sachs has revealed its digital asset exposure portfolio valued at approximately $2.36B.
🔸 Allocation structure
- Bitcoin ETF: ~ $1.1B
- Ethereum ETF: ~ $1.0B
- XRP ETF: ~ $153M
- Solana ETF: ~ $108M
All of these are held through ETFs managed in the U.S., not direct on-chain tokens.
🔸 The crypto portfolio accounts for about 0.3% of the total disclosed investment portfolio of the bank.
🔸 This confirms the official participation of a Wall Street institution in the digital asset market. Moreover, it does not only focus on BTC and ETH; the portfolio also includes altcoins through ETFs. It is also important to note that this data is from Q4/2025, not that Goldman Sachs just "caught the dip" during the recent dump. $ETH

📌 January NFP of the US: Stronger than expected but not necessarily too good
🔻BLS reported that non-farm payroll (NFP) for January increased by +130K jobs, much higher than the forecast of +66K. This is the strongest increase since 12/2024.
🔸 Revision of old data
- December: 50K → 48K
- November: 56K → 41K
-> The total for the two months was revised down by -17K. 25/26 of the most recent reports have been revised down.
🔸 Jobs in the government sector decreased the most: -34K, with 5/6 of the most recent months witnessing a decrease in government sector jobs.
🔸 Household survey increased by +528K jobs (previous month +232K). Among them, full-time +582K and part-time +31K. This is probably the brightest spot of this month's NFP.
🔸Unemployment rate decreased to 4.3% (forecast 4.4%). Sahm Rule decreased from 0.35 to 0.30, far below the recession threshold of 0.5. Long-term unemployment (>6 months) decreased to 25.0%. The labor force participation rate remained at 62.5%.
🔸The period from 04/2024 to 03/2025 was revised down by -862K jobs (slightly improved compared to the previous estimate of -911K).
-> Looking at the unemployment rate, there is no reason based on the Sahm Rule to say there will be a recession. The likelihood remains a soft-landing due to interest rates continuing to decrease in the remainder of 2026. The biggest concern on Wall Street currently is the unknown of Kevin Warsh rather than labor data.

🔻 The difficulty of Bitcoin mining has decreased sharply since 2021
The difficulty of Bitcoin mining has just adjusted down by more than 11% - the deepest drop since the shock of China's ban on mining in 2021.
Before this adjustment period, the block creation time had extended to about 11.4 minutes, longer than the network's target of 10 minutes. This indicates a significant decrease in hashrate in the short term.
The total hashrate of the network has dropped by about 15-20% in recent weeks. The main reasons are:
- BTC price adjustment -> mining profit margins shrink
- High electricity costs in the US and some major mining areas
- Some mines shutting down due to operational conditions and optimizing cash flow after halving
-> When hashrate decreases rapidly, the protocol automatically lowers the difficulty to bring the block speed back to a balanced state. This helps the miners still active to have better profit margins in the short term.
This development reflects the real pressure on the mining industry after halving, while also opening a new restructuring phase in the mining ecosystem.
$BTC

📌 MegaETH officially mainnet.
MegaETH has set high goals right at the time of mainnet: Achieving 50,000 TPS with a block creation time of only 10 milliseconds, far exceeding the current <30TPS of Ethereum.
Usually, projects that haven't had a TGE will say less about unrealistic figures, at least at a time when the market is extremely dismal like now, 50,000 or 1,000,000 TPS means nothing.
From a technical perspective, a block time that is too fast does not solve the blockchain trilemma. Fast block times increase the fork rate -> there is a probability of 2 blocks being created simultaneously if the network experiences synchronization errors, many valid blocks but not chosen -> weak finality will threaten DeFi, making MEV hard to control.
Not to mention the block time measured in milliseconds will lead to distant nodes or weak network infrastructure unable to keep up. Low latency will result in keeping state in RAM, optimizing extreme IO -> hardware requirements will increase and the game will revolve only around validators with strong infrastructure.
No specific TGE schedule yet, the team announced that the MEGA token will only have a TGE 7 days after the network meets 3 criteria:
- The circulating supply of the stablecoin $USDM reaches an average of 500M in 30 days.
- There are at least 10 applications from the MegaMafia program operating stably on the network.
- 3 any applications on the network generate more than $50K in fees per day and must do so continuously for 30 days.

Silver was dumped on the Chinese market

Silver was offloaded right from the opening on the SHFE yesterday. A sweep of over 20% intraday, followed by a closing candle drop of -10%.
With the currently terrifying high leverage, a 20% drop is enough to trigger mass margin calls. Long silver traders were slaughtered.

Bad news came at just the right time when China's MIIT confirmed it would tighten the surplus capacity in the solar panel industry (Solar is a major industrial output for silver) -> cutting demand from the industry.

Secondly, Bian Ximing - a trader who reportedly made nearly $3B from gold is currently shorting a massive position in silver.
Bloomberg speculates that Mr. Bian holds the largest net short position on the SHFE with unrealized gains of about $300M.

$BTC fell nearly -15%, nearing 59K. Wall Street believes that silver investors also hold crypto, so when silver crashes, they must sell $BTC to cover margin.

Gold only fluctuated within a range of over 1%. This has shown the differentiation between truly safe assets and those that follow trends.

#xag #silver #xau #gold

$XAG

Since June of last year, when all asset types increased in value, $BTC has become the only asset that strangely decreases in value every time the Fed injects more liquidity.

$BTC

Ethereum enters February 2026 at a crossroads. ETH has decreased nearly 7% in January, reversing the familiar seasonal factor and leaving a rather fragile technical structure. Selling pressure shows signs of slowing down, but there has not yet been a clear capitulation to confirm a bottom.

The 3,000 USD – 3,340 USD range is the critical boundary. If ETH cannot reclaim this area, the scenario of sliding back to 2,690 USD, or even deeper around 2,120 USD, remains on the table. Conversely, a successful reclaim will help the market form a new equilibrium area.

On-chain data shows a two-sided picture: long-term holders and whales tend to accumulate, but institutional capital flows are not stable enough to create sustained momentum. Therefore, February is not a time to bet on a breakout, but rather a phase of confirming the structure. ETH needs to prove the 3,000 USD mark; otherwise, every rebound is merely technical. $ETH

$WLD ... What kind of candlestick pattern is this?

Solana is facing increasing selling pressure as the price dips below the $120 range, but the picture is not just purely bearish. On-chain activity is starting to show signs of revival: active addresses are rising sharply, trading volume on launchpads remains high, and the amount of new tokens being minted continuously—all of which create demand for transaction fees and internal cash flow for the Solana ecosystem.

This point is important because the market does not just react to price but reacts to the level of actual participation. When the network is still populated with users, spot buying power can absorb selling pressure, rather than allowing the price to slide freely due to leverage.

Stablecoins on Solana continue to expand, helping to maintain liquidity in the context of overall weak sentiment.

$SOL

The nearly 10% drop of Bitcoin did not stem from a major macro shock. It started from the market structure. The $84,600 level was eroded and then breached — not just a technical support but a threshold of confidence where the concentration of long-term held coins is the thickest.

When this area broke, spot selling appeared first, causing an imbalance in the market. Leverage was not the root cause, but became a catalyst. Long positions were liquidated en masse, with nearly 800 million USD swept, pushing the price down faster in a structure that was already weak.

The key point lies here: this is not panic, but a repricing of risk. When confidence breaks, liquidity pulls back, and the market is forced to find a new equilibrium. If BTC does not soon regain key on-chain levels, the scenario of a deeper retreat is entirely plausible.

$BTC

Trump officially announced the selection of Kevin Warsh as Fed Chair. The market reacted quite positively due to the memories of returning policies.

Kevin Warsh is not a stranger. He served on the Fed Board from 2006 to 2011 and was instrumental in steering the Fed through the 2008 crisis. After leaving the Fed, he became one of the harshest critics of how the Fed handled the post-crisis situation.

He believes that QE did not save the economy. It inflated asset prices, widened inequality, and concentrated benefits towards the financial markets. He referred to QE as "Reverse Robin Hood."

Warsh also rejected the argument that inflation after 2020 was inevitable, directly pointing at Powell and stating it was a "serious policy mistake."
Therefore, in the upcoming Fed term, there likely will not be another massive QE.

Kevin Warsh supports cutting interest rates but will not open liquidity as broadly as previous Fed chairs have. On this point, Kevin shares the same view as Trump:
- Trump wants low-interest rates.
- Warsh wants monetary discipline.
- The greedy market always hopes for rate cuts + QE.

It is too early to predict Kevin's policies since he hasn't even officially assumed the Fed Chair position. However, the general view is likely to keep interest rates at a "moderate" level instead of cutting deeply below 2% as the market expects.

Trump has just announced the nomination of Kevin Warsh for the upcoming term as chairman of the Fed.

📍 SEC & CFTC launch “Project Crypto” – coordinating the management of the crypto market

📌 SEC and CFTC officially join forces, ending overlapping issues and prolonged disputes in crypto regulation.

📌 “Project Crypto” aims to establish a clear classification framework for digital assets, providing unified oversight from spot to derivatives.

📌 The goal is to reduce legal risks, lower compliance costs, and keep crypto operations in the U.S. instead of flowing abroad.

$BNB

📍 Binance transfers the entire SAFU fund of $1B to Bitcoin

📌 Binance confirms that it will transfer the entire ~$1B SAFU fund from stablecoin to Bitcoin, gradually over 30 days.

📌 SAFU is a user protection fund established in 2018, used to compensate for extreme incidents such as hacks or asset losses.

📌 Binance stated that it will continuously monitor the fund's value – if SAFU drops below $800M, the exchange will add BTC to bring it back to the $1B mark.

📌 This move demonstrates a strategic belief in Bitcoin as a core asset and a long-term store of value, rather than relying on stablecoin.

$BTC

📍 Global gold ETFs record a historic capital inflow in 2025:
Global gold ETFs attracted +$88.6B in net capital in 2025, the highest level in history.
North America led with +$50.7B, followed by Asia +$25.3B and Europe +$11.7B.
This is only the second year with capital inflows in the last 5 years, with December alone attracting over $10B, becoming the third strongest month of the year in terms of capital flow, pushing total AUM of gold ETFs up +114% to $582.9B - something that has never happened before.
Demand by volume reached +801 tons, the second highest in history only after 2020 (+893 tons).
A memorable year for gold.
$XAU

A new report shows that Gen Z is shifting towards prediction markets not only for entertainment but also to find income opportunities amid economic instability – tight job markets – low wages.
Key points:
- Gen Z is gathering on prediction platforms (e.g., Polymarket, Kalshi…) to earn additional income outside of their main salary.
- The main motivation is the widening income gap: the average income of young people is lower than that of previous generations at the same age.
- Rising education costs and living expenses, but quality jobs with high wages are not increasing correspondingly, forcing Gen Z to seek other niches.
- Prediction markets are viewed as an opportunity for "higher returns" compared to traditional investment/trading options, but they come with significant risks and are not suitable for everyone.
- As a result, this market attracts a lot of small capital, with many new players, increasing price volatility and highlighting the wealth gap within the youth community.
The bigger picture: Young people not only lack stable income but also opt for non-traditional financial products to compensate.
-> This reflects the economic-financial pressure on Gen Z, pushing them into higher-risk markets.