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Roni John 🇻🇳
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Bullish$BTC and the trading plan for this week:
- Forecast: Bitcoin continues to move sideways in the range of $68,000 - $72,000. When that happens we:
• Touch the upper bound: -> Short BTC (Monday-Friday) with a target to hit the average of the 2 bounds at TP $70,000
• Touch the lower bound: -> Choose altcoins with ETFs and the strongest: $ETH - $SOL or XRP. You can wait for me to call this
BTCDOM this week (with the US session) will show signs of gradually cooling down. This week is expected to still be a good week for altcoins, good for the portfolio 🫡
- Forecast: Bitcoin continues to move sideways in the range of $68,000 - $72,000. When that happens we:
• Touch the upper bound: -> Short BTC (Monday-Friday) with a target to hit the average of the 2 bounds at TP $70,000
• Touch the lower bound: -> Choose altcoins with ETFs and the strongest: $ETH - $SOL or XRP. You can wait for me to call this
BTCDOM this week (with the US session) will show signs of gradually cooling down. This week is expected to still be a good week for altcoins, good for the portfolio 🫡
Sourced by user sharing on Binance
#Binance ADDED OVER 235 MILLION USD IN BITCOIN TO THE SAFU FUND: A SIGNAL TO STRENGTHEN MARKET CONFIDENCE
Binance has added approximately 3,600 BTC (equivalent to over 235 million USD) to the SAFU insurance fund, at an average price of nearly 64,825 USD/BTC, according to widely monitored on-chain wallet data. This move raises the total size of the fund to approximately 1 billion USD — a financial cushion to protect users against systemic risks or security incidents.
Strategically, shifting the reserve focus to Bitcoin reflects the trend of considering $BTC as a core asset in the crypto ecosystem, rather than just maintaining stablecoins as before. This also signals a stronger balance sheet, as large institutions tend to increase their holdings of scarce assets during volatile market periods.
From a market perspective, large-scale accumulation often supports investor sentiment and contributes to long-term confidence. However, short-term price impacts tend to depend more on macro liquidity, ETF capital flows, and leverage conditions in the derivatives market.
The periodic rebalancing of SAFU to maintain target value indicates that major exchanges are enhancing risk management standards — a factor that could help the crypto industry move closer to traditional financial norms.
Binance has added approximately 3,600 BTC (equivalent to over 235 million USD) to the SAFU insurance fund, at an average price of nearly 64,825 USD/BTC, according to widely monitored on-chain wallet data. This move raises the total size of the fund to approximately 1 billion USD — a financial cushion to protect users against systemic risks or security incidents.
Strategically, shifting the reserve focus to Bitcoin reflects the trend of considering $BTC as a core asset in the crypto ecosystem, rather than just maintaining stablecoins as before. This also signals a stronger balance sheet, as large institutions tend to increase their holdings of scarce assets during volatile market periods.
From a market perspective, large-scale accumulation often supports investor sentiment and contributes to long-term confidence. However, short-term price impacts tend to depend more on macro liquidity, ETF capital flows, and leverage conditions in the derivatives market.
The periodic rebalancing of SAFU to maintain target value indicates that major exchanges are enhancing risk management standards — a factor that could help the crypto industry move closer to traditional financial norms.
#IBIT 10 BILLION USD VOLUME: UNLEASHING LEVERAGE, OPENING TECHNICAL RECOVERY CAPACITY FOR BITCOIN
The trading session on 05/02 witnessed a record volume of nearly 10 billion USD at iShares Bitcoin Trust (IBIT), accompanied by a sharp drop of 13%. Bitcoin quickly plunged from 75,650 USD to a temporary bottom of 60,341 USD, while the Fear & Greed index fell to a level of 10 — reflecting extreme panic sentiment. The ETF cash flow also recorded an outflow of about 545 million USD, indicating increased pressure to exit short positions.
However, technical and on-chain data show signs of capitulation. The daily RSI dropped to 28, SOPR below 1, and NUPL fell into the “hope” zone, which often appears near short-cycle bottoms. Low NVT also indicates that valuations are approaching more attractive levels. Nevertheless, the trend structure remains bearish as prices lie below EMA20 and SMA20; the 72,000–75,000 USD range has become a significant resistance.
In the derivatives market, over 1.2 billion USD in positions were liquidated, primarily long orders. This helps reduce leverage pressure, creating a foundation for a technical rebound but simultaneously confirms that selling pressure remains strong. Net selling activity from whales continues to be a variable to monitor.
In the short term, Bitcoin may technically recover 5–15%. The medium term still depends on the ability to maintain the Realized Price around 55,000 USD. Risk management and leverage control are currently the decisive factors for investment efficiency.
Did you buy $BTC when it hit 60000 yesterday?
The trading session on 05/02 witnessed a record volume of nearly 10 billion USD at iShares Bitcoin Trust (IBIT), accompanied by a sharp drop of 13%. Bitcoin quickly plunged from 75,650 USD to a temporary bottom of 60,341 USD, while the Fear & Greed index fell to a level of 10 — reflecting extreme panic sentiment. The ETF cash flow also recorded an outflow of about 545 million USD, indicating increased pressure to exit short positions.
However, technical and on-chain data show signs of capitulation. The daily RSI dropped to 28, SOPR below 1, and NUPL fell into the “hope” zone, which often appears near short-cycle bottoms. Low NVT also indicates that valuations are approaching more attractive levels. Nevertheless, the trend structure remains bearish as prices lie below EMA20 and SMA20; the 72,000–75,000 USD range has become a significant resistance.
In the derivatives market, over 1.2 billion USD in positions were liquidated, primarily long orders. This helps reduce leverage pressure, creating a foundation for a technical rebound but simultaneously confirms that selling pressure remains strong. Net selling activity from whales continues to be a variable to monitor.
In the short term, Bitcoin may technically recover 5–15%. The medium term still depends on the ability to maintain the Realized Price around 55,000 USD. Risk management and leverage control are currently the decisive factors for investment efficiency.
Did you buy $BTC when it hit 60000 yesterday?
🔴 #Bitmine of Tom Lee has a loss of over 7.4 billion USD (-45.19%) on ETH
According to the latest data, the BitMine fund (backed by Tom Lee – Fundstrat) is recording a massive unrealized loss on Ethereum: -7.4 billion USD (-45.19%).
The total ETH investment is currently about 16.39 billion USD, with its actual value only around 8.99 billion USD.
A recent photo of Tom Lee shows he appears tired and haggard – perhaps reflecting the pressure from this significant loss.
Nevertheless, BitMine still maintains its position, showing no signs of panic selling. This is a clear demonstration of the difference between short-term investment and long-term strategy.
Do you think Tom Lee and BitMine will continue to hold ETH or will they cut their losses? Comment below! 📉😓
According to the latest data, the BitMine fund (backed by Tom Lee – Fundstrat) is recording a massive unrealized loss on Ethereum: -7.4 billion USD (-45.19%).
The total ETH investment is currently about 16.39 billion USD, with its actual value only around 8.99 billion USD.
A recent photo of Tom Lee shows he appears tired and haggard – perhaps reflecting the pressure from this significant loss.
Nevertheless, BitMine still maintains its position, showing no signs of panic selling. This is a clear demonstration of the difference between short-term investment and long-term strategy.
Do you think Tom Lee and BitMine will continue to hold ETH or will they cut their losses? Comment below! 📉😓
🔥 #Binance recorded strong positive inflow despite the market being on fire – CZ responds to FUD
CZ just tweeted:
"Binance saw net inflow for ALL 1-day, 7-day and 1-month periods, to the tune of $ billions."
DefiLlama data confirms:
24h inflow: +2.35 billion USD
7 days: +1.3 billion USD
1 month: +1.234 billion USD
Total net inflow of billions USD while most other exchanges (OKX, Bybit, Bitfinex…) faced strong outflow.
CZ commented: "Some possible FUD sponsors saw the opposite." – implying that some rumors about Binance's liquidity were completely misleading.
Even though BTC has dropped significantly, users still trust to deposit money into Binance – this is a clear signal of the reliability of the largest exchange in the world.
Do you think such strong inflow can help Binance solidify its number 1 position? Comment below! 📈💰
CZ just tweeted:
"Binance saw net inflow for ALL 1-day, 7-day and 1-month periods, to the tune of $ billions."
DefiLlama data confirms:
24h inflow: +2.35 billion USD
7 days: +1.3 billion USD
1 month: +1.234 billion USD
Total net inflow of billions USD while most other exchanges (OKX, Bybit, Bitfinex…) faced strong outflow.
CZ commented: "Some possible FUD sponsors saw the opposite." – implying that some rumors about Binance's liquidity were completely misleading.
Even though BTC has dropped significantly, users still trust to deposit money into Binance – this is a clear signal of the reliability of the largest exchange in the world.
Do you think such strong inflow can help Binance solidify its number 1 position? Comment below! 📈💰
🔴 Top coin has dropped significantly in the past month – The market is really "in pain"
In the past 30 days, the largest projects in the market have collectively decreased sharply:
Bitcoin: -26%
Ethereum: -39%
Chainlink (LINK): -37%
BNB: -28%
XRP: -40%
This is the most significant decline since the last adjustment at the end of 2025. $ETH and $XRP are leading in terms of losses, while BTC "withstands" a bit better thanks to high dominance.
Main reasons:
Global liquidity tightening
U.S. Treasury yields rising sharply
Gold & silver attracting safe-haven funds (gold ATH 5,107 USD, silver 107-115 USD)
Continuous outflows of BTC/ETH ETFs
Nevertheless, many whales and institutions are still DCAing spot, not panic selling (e.g., BitMine, Strategy continue to buy the dip)
What are you doing during this period?
Hodl strong, DCA more, or have you taken some profits? Comment to share! 📉🟠
#CryptoMarket
In the past 30 days, the largest projects in the market have collectively decreased sharply:
Bitcoin: -26%
Ethereum: -39%
Chainlink (LINK): -37%
BNB: -28%
XRP: -40%
This is the most significant decline since the last adjustment at the end of 2025. $ETH and $XRP are leading in terms of losses, while BTC "withstands" a bit better thanks to high dominance.
Main reasons:
Global liquidity tightening
U.S. Treasury yields rising sharply
Gold & silver attracting safe-haven funds (gold ATH 5,107 USD, silver 107-115 USD)
Continuous outflows of BTC/ETH ETFs
Nevertheless, many whales and institutions are still DCAing spot, not panic selling (e.g., BitMine, Strategy continue to buy the dip)
What are you doing during this period?
Hodl strong, DCA more, or have you taken some profits? Comment to share! 📉🟠
#CryptoMarket
#Vanguard silently accumulates 505 million USD in Strategy (MSTR) shares – the largest Bitcoin proxy from traditional fund Vanguard – a fund managing over 9,000 billion USD – has just announced a new position worth 505 million USD in Strategy (MSTR) shares.
This is not a direct purchase of $BTC (Vanguard still prohibits buying crypto spot), but proxy exposure through a company holding over 712,000 BTC.
Important significance:
Vanguard seeks to "circumvent" internal regulations by purchasing shares in a Bitcoin treasury company.
By owning MSTR, Vanguard indirectly owns a large amount of BTC without needing to change its policy.
This is clear evidence of the trend of "silent institutional pivot": large funds gradually accumulating exposure to Bitcoin through equity wrappers.
As a result: Bitcoin is becoming an inseparable part of the traditional investment portfolio, albeit still in an indirect form.
Do you think Vanguard will continue to increase its MSTR position? Or is this just a probing step? Comment below! 📈🟠
#InstitutionalAdoption
This is not a direct purchase of $BTC (Vanguard still prohibits buying crypto spot), but proxy exposure through a company holding over 712,000 BTC.
Important significance:
Vanguard seeks to "circumvent" internal regulations by purchasing shares in a Bitcoin treasury company.
By owning MSTR, Vanguard indirectly owns a large amount of BTC without needing to change its policy.
This is clear evidence of the trend of "silent institutional pivot": large funds gradually accumulating exposure to Bitcoin through equity wrappers.
As a result: Bitcoin is becoming an inseparable part of the traditional investment portfolio, albeit still in an indirect form.
Do you think Vanguard will continue to increase its MSTR position? Or is this just a probing step? Comment below! 📈🟠
#InstitutionalAdoption
#TRUMP – Xi Jinping calls: "Extremely good" relations, China heavily buys oil, soybeans, and American planes
President Trump has just publicly revealed the contents of the phone call with Chairman Xi Jinping. He described the conversation as lengthy, positive, and covering many important issues:
Trade: China commits to purchasing more American oil, increasing soybean imports to 20 million tons this season and 25 million tons next season, along with orders for aircraft engines.
Military & Geopolitics: Taiwan, the Russia-Ukraine war, the situation in Iran.
Cooperation: Trump emphasized the "extremely good" personal relationship and believes that the next three years will bring many positive results.
Market impact:
Despite the positive diplomatic news, gold still fell below 5,000 USD/oz, $BTC dropped to 74,000 USD, and the US stock market is in the red.
Do you think this call is enough to change short-term market sentiment? Or are other macro factors still dominating? Comment below! 🇺🇸🇨🇳
President Trump has just publicly revealed the contents of the phone call with Chairman Xi Jinping. He described the conversation as lengthy, positive, and covering many important issues:
Trade: China commits to purchasing more American oil, increasing soybean imports to 20 million tons this season and 25 million tons next season, along with orders for aircraft engines.
Military & Geopolitics: Taiwan, the Russia-Ukraine war, the situation in Iran.
Cooperation: Trump emphasized the "extremely good" personal relationship and believes that the next three years will bring many positive results.
Market impact:
Despite the positive diplomatic news, gold still fell below 5,000 USD/oz, $BTC dropped to 74,000 USD, and the US stock market is in the red.
Do you think this call is enough to change short-term market sentiment? Or are other macro factors still dominating? Comment below! 🇺🇸🇨🇳
🔥 Whale DCA spot without leverage, no futures – still accepting a loss of 118 million USD
A large whale just sold all 5,076 BTC (~384 million USD) in just 8 hours, accepting a loss of 118 million USD.
Notably:
No leverage used, no futures → not subject to forced liquidation.
Estimated average purchase price 98,000 – 101,000 USD/BTC (much higher than the current selling price).
Consistently DCA over many months, buying purely spot.
The biggest question:
Why would a patient whale DCA spot suddenly sell at such a heavy loss?
Unable to withstand psychological pressure?
Is there significant bad insider news?
Or restructuring the portfolio for other reasons?
This is a wallet that has been monitored by the community (traded through Binance and Kraken). This action shows that even long-term holders can sometimes "give up" under market pressure.
Do you think this is a bottom signal or just an individual whale taking profits and cutting losses? Comment below! 📉🟠
#bitcoinwhale #CryptoMarket
A large whale just sold all 5,076 BTC (~384 million USD) in just 8 hours, accepting a loss of 118 million USD.
Notably:
No leverage used, no futures → not subject to forced liquidation.
Estimated average purchase price 98,000 – 101,000 USD/BTC (much higher than the current selling price).
Consistently DCA over many months, buying purely spot.
The biggest question:
Why would a patient whale DCA spot suddenly sell at such a heavy loss?
Unable to withstand psychological pressure?
Is there significant bad insider news?
Or restructuring the portfolio for other reasons?
This is a wallet that has been monitored by the community (traded through Binance and Kraken). This action shows that even long-term holders can sometimes "give up" under market pressure.
Do you think this is a bottom signal or just an individual whale taking profits and cutting losses? Comment below! 📉🟠
#bitcoinwhale #CryptoMarket
🔥 Binance SAFU Fund continues to buy 100 million USD Bitcoin – CZ responds to FUD: “Fudders FUD. Binance buys.”
While the market is full of negative news and FUD, the Binance SAFU Fund (user protection fund) has just purchased an additional 100 million USD in Bitcoin.
CZ reposted this news and made a brief comment:
“Fudders FUD. Binance buys.”
(Those who FUD can keep FUDing. Binance buys.)
This is the second time in a short period that SAFU has purchased a large amount of BTC – after transferring ~1 billion USD stablecoin to BTC earlier.
Meaning:
Instead of panicking, Binance is increasing its BTC reserves for the user protection fund, showing strong confidence in long-term Bitcoin.
Do you think this action helps increase confidence in Binance and $BTC ? Or is FUD still stronger? Comment below! 🟠💪
While the market is full of negative news and FUD, the Binance SAFU Fund (user protection fund) has just purchased an additional 100 million USD in Bitcoin.
CZ reposted this news and made a brief comment:
“Fudders FUD. Binance buys.”
(Those who FUD can keep FUDing. Binance buys.)
This is the second time in a short period that SAFU has purchased a large amount of BTC – after transferring ~1 billion USD stablecoin to BTC earlier.
Meaning:
Instead of panicking, Binance is increasing its BTC reserves for the user protection fund, showing strong confidence in long-term Bitcoin.
Do you think this action helps increase confidence in Binance and $BTC ? Or is FUD still stronger? Comment below! 🟠💪
🚨 #ElonMusk. xAI starts recruiting Crypto Finance experts – Signs of Musk's strong return to crypto!
On 2-3/2/2026, xAI (Elon Musk's AI company) quietly posted job openings for Crypto Finance Expert positions:
Training AI frontier models with on-chain data, DeFi, MEV
Quantitative analysis of the crypto market (perps, arbitrage, systematic trading)
Assessing the structure of complex digital asset markets
At the same time, SpaceX officially acquires xAI with a valuation of 1.25 trillion USD, expected to IPO this year. The merged company currently holds approximately 8,300 $BTC (equivalent to ~650 million USD).
Musk's big picture:
Starlink (infrastructure) + Grok/xAI (intelligence) + X (distribution) + Bitcoin (hard currency) — all converging in a massive ecosystem.
After a period of quiet, Musk is preparing to bring crypto back to the forefront of his long-term strategy. The recruitment of crypto experts for xAI shows that Musk's AI will be extensively trained on on-chain data and crypto market mechanisms.
How do you think Musk will enhance the integration of Bitcoin into his ecosystem? Comment below! 🚀🟠
On 2-3/2/2026, xAI (Elon Musk's AI company) quietly posted job openings for Crypto Finance Expert positions:
Training AI frontier models with on-chain data, DeFi, MEV
Quantitative analysis of the crypto market (perps, arbitrage, systematic trading)
Assessing the structure of complex digital asset markets
At the same time, SpaceX officially acquires xAI with a valuation of 1.25 trillion USD, expected to IPO this year. The merged company currently holds approximately 8,300 $BTC (equivalent to ~650 million USD).
Musk's big picture:
Starlink (infrastructure) + Grok/xAI (intelligence) + X (distribution) + Bitcoin (hard currency) — all converging in a massive ecosystem.
After a period of quiet, Musk is preparing to bring crypto back to the forefront of his long-term strategy. The recruitment of crypto experts for xAI shows that Musk's AI will be extensively trained on on-chain data and crypto market mechanisms.
How do you think Musk will enhance the integration of Bitcoin into his ecosystem? Comment below! 🚀🟠
#strategybtcpurchase 🔥 UBS – the largest bank in Switzerland – bought an additional 3.23 million shares of Strategy (MSTR), raising its total holdings to 5.76 million shares (~805 million USD)
According to CoinDesk, UBS continues to increase its indirect position in Bitcoin through MSTR – a company that is holding over 712,000 $BTC .
Noteworthy points:
UBS bought more amid a sharp decline in BTC (currently around 82k USD).
This is a move by a large traditional European bank, which is usually very cautious and prioritizes high-risk management.
The total value of UBS's current position in MSTR is approximately 805 million USD.
Assessment:
This action shows that large European banks are starting to view MSTR as a reliable proxy for long-term Bitcoin, despite short-term price volatility. UBS did not buy due to hype but because of confidence in Michael Saylor's “Bitcoin treasury” strategy.
Positive signal: European institutional capital is gradually flowing into Bitcoin indirectly, even during the correction phase.
Do you think UBS will continue to buy more? Or is this just a portfolio adjustment? Comment below! 🟠📈
According to CoinDesk, UBS continues to increase its indirect position in Bitcoin through MSTR – a company that is holding over 712,000 $BTC .
Noteworthy points:
UBS bought more amid a sharp decline in BTC (currently around 82k USD).
This is a move by a large traditional European bank, which is usually very cautious and prioritizes high-risk management.
The total value of UBS's current position in MSTR is approximately 805 million USD.
Assessment:
This action shows that large European banks are starting to view MSTR as a reliable proxy for long-term Bitcoin, despite short-term price volatility. UBS did not buy due to hype but because of confidence in Michael Saylor's “Bitcoin treasury” strategy.
Positive signal: European institutional capital is gradually flowing into Bitcoin indirectly, even during the correction phase.
Do you think UBS will continue to buy more? Or is this just a portfolio adjustment? Comment below! 🟠📈
🔥 #Bitmine of Tom Lee still "buying the dip" ETH despite losing heavily 6 billion USD!
Although ETH price dropped sharply last week, BitMine (the fund supported by Tom Lee) just bought an additional 41,788 ETH (~97 million USD).
Currently:
Total holdings: over 4 million ETH
Unrealized loss: -6 billion USD (-37.76%)
Total investment: about 15.65 billion USD
Highlights:
BitMine is not selling, not panicking – but continues to accumulate when prices are low.
Tom Lee and the team still maintain long-term confidence in $ETH (staking yield, DeFi, RWA, tokenization).
This is clear evidence: large organizations are looking beyond short-term fluctuations. They see this as an opportunity to buy at low prices, not a time to give up.
Do you think BitMine will continue to buy more? Or are you waiting for a deeper dip? Comment below! 📉🟠
Although ETH price dropped sharply last week, BitMine (the fund supported by Tom Lee) just bought an additional 41,788 ETH (~97 million USD).
Currently:
Total holdings: over 4 million ETH
Unrealized loss: -6 billion USD (-37.76%)
Total investment: about 15.65 billion USD
Highlights:
BitMine is not selling, not panicking – but continues to accumulate when prices are low.
Tom Lee and the team still maintain long-term confidence in $ETH (staking yield, DeFi, RWA, tokenization).
This is clear evidence: large organizations are looking beyond short-term fluctuations. They see this as an opportunity to buy at low prices, not a time to give up.
Do you think BitMine will continue to buy more? Or are you waiting for a deeper dip? Comment below! 📉🟠
#goldsilverrebound Gold is not for the impatient – It is the real asset for survival
When mortgage interest rates in Vietnam rise to 14%, house prices continue to soar, and paper money increasingly depreciates, gold is the "anchor" that preserves value for you. It is the only thing you can carry anywhere and exchange for anything when the system encounters issues.
China is quietly applying the strategy of "Iceberg": accumulating massive physical gold through underground channels (SAFE, state-owned banks) without causing the world price to explode immediately. They are not hoarding gold for short-term profits, but to gradually withdraw from the USD system, preparing for the possibility of sanctions or SWIFT disruptions.
Russia and China have built a "Golden Fortress": diversifying reserves, conducting bilateral payments in gold/Renminbi. Middle Eastern countries (Saudi, UAE) are also shifting their oil surpluses into physical gold, supporting the Petroyuan.
BRICS+ is discussing a common currency based on a "basket" of commodities, in which gold holds a large proportion – aiming to create a counterweight to the USD.
Gold does not yield quick profits, but it is a survival asset. As major powers gravitate towards gold, the global monetary order is shifting slowly but surely.
If you want to own gold 1:1 without needing physical storage, consider $PAXG
– a stablecoin directly pegged 1:1 to physical gold.
What percentage of your portfolio do you hold in gold? Comment below! 🟡
When mortgage interest rates in Vietnam rise to 14%, house prices continue to soar, and paper money increasingly depreciates, gold is the "anchor" that preserves value for you. It is the only thing you can carry anywhere and exchange for anything when the system encounters issues.
China is quietly applying the strategy of "Iceberg": accumulating massive physical gold through underground channels (SAFE, state-owned banks) without causing the world price to explode immediately. They are not hoarding gold for short-term profits, but to gradually withdraw from the USD system, preparing for the possibility of sanctions or SWIFT disruptions.
Russia and China have built a "Golden Fortress": diversifying reserves, conducting bilateral payments in gold/Renminbi. Middle Eastern countries (Saudi, UAE) are also shifting their oil surpluses into physical gold, supporting the Petroyuan.
BRICS+ is discussing a common currency based on a "basket" of commodities, in which gold holds a large proportion – aiming to create a counterweight to the USD.
Gold does not yield quick profits, but it is a survival asset. As major powers gravitate towards gold, the global monetary order is shifting slowly but surely.
If you want to own gold 1:1 without needing physical storage, consider $PAXG
– a stablecoin directly pegged 1:1 to physical gold.
What percentage of your portfolio do you hold in gold? Comment below! 🟡
#DBSBANK – the largest bank in Singapore – just purchased an additional 26.518 ETH (61.4 million USD) in the past week, despite the sharp drop in ETH prices.
Current holdings: 183.874 ETH (~423.4 million USD).
Despite the significant drop in ETH last week (from around 3,300 USD down to about 2,296 USD), DBS continues to accumulate. This is a clear signal from a large institution: they are not panicking and selling off but see this as a buying opportunity at a low price.
Meaning:
Large institutions like DBS still maintain long-term confidence in $ETH (staking yield, DeFi, RWA, tokenization).
Even though the short-term market is in turmoil, banks are still buying – indicating that fundamentals are not shaken by temporary fluctuations.
Do you think DBS will continue to buy more? Or are you waiting for a deeper dip? Comment below! 📈🟠
Current holdings: 183.874 ETH (~423.4 million USD).
Despite the significant drop in ETH last week (from around 3,300 USD down to about 2,296 USD), DBS continues to accumulate. This is a clear signal from a large institution: they are not panicking and selling off but see this as a buying opportunity at a low price.
Meaning:
Large institutions like DBS still maintain long-term confidence in $ETH (staking yield, DeFi, RWA, tokenization).
Even though the short-term market is in turmoil, banks are still buying – indicating that fundamentals are not shaken by temporary fluctuations.
Do you think DBS will continue to buy more? Or are you waiting for a deeper dip? Comment below! 📈🟠
#whenwillbtcrebound 🚨 Vanguard aggressively buys the dip: Acquired an additional 4.17 million shares of MSTR, total holdings rise to 24.06 million shares (~$3.42 billion)
Vanguard – a fund managing $12 trillion – has just reported the purchase of an additional 4.17 million shares of Strategy (MSTR). Current position: 24.06 million shares, valued at approximately $3.42 billion.
Noteworthy points:
Although $BTC is sharply declining and trading below the average purchase price of Strategy (~$76,000), Vanguard continues to accumulate MSTR.
This is an indirect way to buy Bitcoin: Each MSTR share represents a significant amount of BTC in the reserves of Strategy.
This action indicates that large funds still maintain long-term confidence in Bitcoin through a proxy company (MSTR), rather than buying BTC directly. They are not panicking during the dip, but viewing it as a buying opportunity.
Big money is still “buying the dip” indirectly – what about you? Still holding BTC or waiting for more signals? Comment below! 📉🟠
Vanguard – a fund managing $12 trillion – has just reported the purchase of an additional 4.17 million shares of Strategy (MSTR). Current position: 24.06 million shares, valued at approximately $3.42 billion.
Noteworthy points:
Although $BTC is sharply declining and trading below the average purchase price of Strategy (~$76,000), Vanguard continues to accumulate MSTR.
This is an indirect way to buy Bitcoin: Each MSTR share represents a significant amount of BTC in the reserves of Strategy.
This action indicates that large funds still maintain long-term confidence in Bitcoin through a proxy company (MSTR), rather than buying BTC directly. They are not panicking during the dip, but viewing it as a buying opportunity.
Big money is still “buying the dip” indirectly – what about you? Still holding BTC or waiting for more signals? Comment below! 📉🟠
#strategybtcpurchase Despite BTC dropping sharply to 77.7k USD, Saylor & Strategy continue to buy!
Michael Saylor just reiterated Bitcoin's "golden rule":
Buy Bitcoin
Don't sell Bitcoin
And Strategy has done just that:
Yesterday they bought an additional 855 BTC at an average price of 87,974 USD, totaling an additional 75.3 million USD.
As of 2/2/2026:
Total holdings: 713,502 BTC
Total investment: 54.26 billion USD
Overall average price: 76,052 USD/BTC
Even though BTC is dropping significantly, Saylor remains steadfast in the "Buy & Hold" strategy – not selling, not taking profits, but continuing to accumulate as prices fall. This is a clear testament to the long-term belief in Bitcoin as the best reserve asset.
What are you doing during this period?
Still holding strong or have you cut losses $BTC ? Comment below! 🟠📉
Michael Saylor just reiterated Bitcoin's "golden rule":
Buy Bitcoin
Don't sell Bitcoin
And Strategy has done just that:
Yesterday they bought an additional 855 BTC at an average price of 87,974 USD, totaling an additional 75.3 million USD.
As of 2/2/2026:
Total holdings: 713,502 BTC
Total investment: 54.26 billion USD
Overall average price: 76,052 USD/BTC
Even though BTC is dropping significantly, Saylor remains steadfast in the "Buy & Hold" strategy – not selling, not taking profits, but continuing to accumulate as prices fall. This is a clear testament to the long-term belief in Bitcoin as the best reserve asset.
What are you doing during this period?
Still holding strong or have you cut losses $BTC ? Comment below! 🟠📉
Is the forecast of BTC dropping to 64,000 USD at risk of breaking the system? #MicroStrategy is it going bankrupt?
The likelihood of BTC dropping to 64k USD
Kalshi currently shows a probability of 4.27% (very low).
This is the most pessimistic scenario (bear case), usually occurring if the Fed is strongly hawkish, a prolonged government shutdown, or a sudden tightening of global liquidity.
Is MicroStrategy going bankrupt?
It's not easy to go bankrupt.
They hold 712,647 $BTC (average price ~76,037 USD).
If BTC drops to 64k → unrealized loss of about 8.6 billion USD.
But:
Most of the capital was purchased with convertible notes (convertible debt), not margin loans with liquidation.
There is no margin call forcing sales.
Saylor has clearly stated: “We are not selling Bitcoin” – they can hold through the bear market (as they did in 2022).
Systemic risk
It will not completely break the crypto system (because there is no central clearing house like banks).
But it can cause:
Strong liquidation cascade on perpetual (billions of USD being swept).
Large ETF outflows.
Widespread panic selling → BTC may test another 70k–75k before bottoming out.
Practical conclusion:
The probability of dropping to 64k is very low (4.27%). If it happens, the Strategy will incur large losses but it is difficult to go bankrupt. The crypto system will shake strongly but will not collapse. This remains an extreme scenario.
How worried are you right now? Comment below! 📉🟠
The likelihood of BTC dropping to 64k USD
Kalshi currently shows a probability of 4.27% (very low).
This is the most pessimistic scenario (bear case), usually occurring if the Fed is strongly hawkish, a prolonged government shutdown, or a sudden tightening of global liquidity.
Is MicroStrategy going bankrupt?
It's not easy to go bankrupt.
They hold 712,647 $BTC (average price ~76,037 USD).
If BTC drops to 64k → unrealized loss of about 8.6 billion USD.
But:
Most of the capital was purchased with convertible notes (convertible debt), not margin loans with liquidation.
There is no margin call forcing sales.
Saylor has clearly stated: “We are not selling Bitcoin” – they can hold through the bear market (as they did in 2022).
Systemic risk
It will not completely break the crypto system (because there is no central clearing house like banks).
But it can cause:
Strong liquidation cascade on perpetual (billions of USD being swept).
Large ETF outflows.
Widespread panic selling → BTC may test another 70k–75k before bottoming out.
Practical conclusion:
The probability of dropping to 64k is very low (4.27%). If it happens, the Strategy will incur large losses but it is difficult to go bankrupt. The crypto system will shake strongly but will not collapse. This remains an extreme scenario.
How worried are you right now? Comment below! 📉🟠
🔥 #Binance officially transfers ~1 billion USD SAFU to Bitcoin!
Today, Binance sent an open letter to the crypto community, acknowledging that the volatile market affects them as well. But instead of remaining silent, Binance announced specific actions.
In 2025: Supporting 5.4 million users to avoid losing 6.69 billion USD due to scams.
Recovering more than 48 million USD for users with incorrect addresses (total history: 1.09 billion USD).
Cooperating with authorities to seize 131 million USD of illegal funds.
Proof of Reserves reaches 162.8 billion USD across 45 assets.
The biggest highlight: Binance will transfer the entire ~1 billion USD stablecoin in the SAFU fund to BTC in the next 30 days. If the price $BTC
drops causing SAFU to fall below 800 million USD, Binance will immediately top it up to maintain at 1 billion USD.
Saylor has reposted and emphasized:
"We believe Bitcoin is the foundational asset of this ecosystem and the premier long-term store of value."
Binance is showing strong confidence in BTC as a long-term reserve asset.
Do you think this move will help increase confidence in Binance and BTC? Comment below! 🙏🟠
Today, Binance sent an open letter to the crypto community, acknowledging that the volatile market affects them as well. But instead of remaining silent, Binance announced specific actions.
In 2025: Supporting 5.4 million users to avoid losing 6.69 billion USD due to scams.
Recovering more than 48 million USD for users with incorrect addresses (total history: 1.09 billion USD).
Cooperating with authorities to seize 131 million USD of illegal funds.
Proof of Reserves reaches 162.8 billion USD across 45 assets.
The biggest highlight: Binance will transfer the entire ~1 billion USD stablecoin in the SAFU fund to BTC in the next 30 days. If the price $BTC
drops causing SAFU to fall below 800 million USD, Binance will immediately top it up to maintain at 1 billion USD.
Saylor has reposted and emphasized:
"We believe Bitcoin is the foundational asset of this ecosystem and the premier long-term store of value."
Binance is showing strong confidence in BTC as a long-term reserve asset.
Do you think this move will help increase confidence in Binance and BTC? Comment below! 🙏🟠
#Binance transfers 1 billion USD from the SAFU fund to Bitcoin: A message of trust amidst volatility
Binance announced that the SAFU user insurance fund will be restructured, transferring the entire 1 billion USD reserve from stablecoins to Bitcoin, expected to be completed within 30 days. This is an important change in how the world's largest exchange manages systemic risk.
According to the new mechanism, if the price of Bitcoin fluctuates significantly causing the value of the SAFU fund to fall below 800 million USD, Binance will proactively rebalance to bring the fund size back to 1 billion USD. This shows that SAFU is not just a “backup vault,” but is operated as a flexible portfolio, adapting to market cycles.
Binance explains that this decision is based on the belief that Bitcoin is the core asset of the crypto ecosystem — having the highest liquidity, the most transparency, and less counterparty risk compared to stablecoins during periods of stress. Directly linking the insurance fund to BTC is also seen as a commitment to “cycle companionship,” accepting short-term volatility to protect long-term value.
In a context where market trust is a scarce asset, this move is symbolic: Binance is betting on Bitcoin as a stable pillar of the industry during uncertain times.
#CryptoRiskManagement
Binance announced that the SAFU user insurance fund will be restructured, transferring the entire 1 billion USD reserve from stablecoins to Bitcoin, expected to be completed within 30 days. This is an important change in how the world's largest exchange manages systemic risk.
According to the new mechanism, if the price of Bitcoin fluctuates significantly causing the value of the SAFU fund to fall below 800 million USD, Binance will proactively rebalance to bring the fund size back to 1 billion USD. This shows that SAFU is not just a “backup vault,” but is operated as a flexible portfolio, adapting to market cycles.
Binance explains that this decision is based on the belief that Bitcoin is the core asset of the crypto ecosystem — having the highest liquidity, the most transparency, and less counterparty risk compared to stablecoins during periods of stress. Directly linking the insurance fund to BTC is also seen as a commitment to “cycle companionship,” accepting short-term volatility to protect long-term value.
In a context where market trust is a scarce asset, this move is symbolic: Binance is betting on Bitcoin as a stable pillar of the industry during uncertain times.
#CryptoRiskManagement
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