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Good morning. Our only hope for the market is that #DXY remains in the upper channel, in a downtrend.
If it stays below 90, the balance could shift.
If it stays below 90, the balance could shift.
Things You Need to Know Before Starting Your Day.
The UK Treasury selected HSBC's blockchain platform to pilot the issuance of digital gilt.
Strategy CEO to issue more infinite priority shares to alleviate investor concerns regarding stock price.
Galaxy Digital's linked wallets deposited 200,000 SOL tokens worth $16 million into CEX in the last 5 hours.
Bitwise CEO revealed that clients bought $11.00 million worth of #Bitcoin during the market correction.
Alameda Research's bankruptcy liquidation address replaced 129.00 million STG with 11.142 million ZRO.
Hearing for the 60,000 Bitcoin money laundering case will be held on February 16th; this case involves nearly 130,000 Chinese victims and a total criminal amount exceeding 30 billion RMB.
Things to Know Before Starting Your Day. Paxful was fined $4.00 million for AML failures, with prosecutors alleging that it facilitated the flow of criminal proceeds.
The UK Treasury selected HSBC's blockchain platform to pilot the issuance of digital gilt.
Strategy CEO to issue more infinite priority shares to alleviate investor concerns regarding stock price.
Galaxy Digital's linked wallets deposited 200,000 SOL tokens worth $16 million into CEX in the last 5 hours.
Bitwise CEO revealed that clients bought $11.00 million worth of #Bitcoin during the market correction.
Alameda Research's bankruptcy liquidation address replaced 129.00 million STG with 11.142 million ZRO.
Hearing for the 60,000 Bitcoin money laundering case will be held on February 16th; this case involves nearly 130,000 Chinese victims and a total criminal amount exceeding 30 billion RMB.
Things to Know Before Starting Your Day. Paxful was fined $4.00 million for AML failures, with prosecutors alleging that it facilitated the flow of criminal proceeds.
Today, markets are showing positive trends in China and Hong Kong, while Japan is closed due to a public holiday.
In the US, spot indices closed mixed after yesterday's weak retail sales data:
The Dow Jones showed a slight increase, while the S&P 500 and Nasdaq closed lower.
However, US futures are trading in positive territory this morning, and there is also a bullish outlook in European futures.
US December retail sales were unchanged, despite expectations of a 0.4% increase, and core data excluding transportation also remained flat.
This points to weak demand during the holiday season and supports expectations of a Fed rate cut – markets are pricing in a cut by June at the latest. The cost of labor index rose 0.7% in Q4, below expectations, while ADP private sector employment remained limited at an average of +6,500.
Fed members (Hammack and Logan) emphasized that inflation remains high and flat, indicating that interest rates will remain unchanged without significant weakening.
Today's focus is on the US January non-farm payrolls (NFP) report: Expectations are around +70K (with lower estimates like Goldman Sachs at +45K), unemployment is stable at 4.4%, and average hourly earnings could fall to 3.7% year-on-year.
The data will include revisions, so volatility may be high.
The Dollar Index is around 96.6 ahead of the data release, and the 10-year Treasury yield has fallen to 4.14%.
EURUSD is holding above 1.19 with weak dollar support. On the Turkish side, TÜİK's December industrial production fell 2.1% year-on-year, the first decline in 10 months (monthly +1.2%).
Today's December retail sales data will be released. The BIST100 closed down 0.30% yesterday at 13,797, with a trading volume of 189 billion TL.
This morning, the USD/TRY exchange rate is around 43.63, and the 5-year CDS is around 213 basis points. In precious metals, gold is in the ~$5,050-$5,060 range (positive in the Asian session yesterday), silver is around $82-$84, and Brent crude is around $69. Bitcoin is fluctuating between $67,000 and $69,000.
T
In the US, spot indices closed mixed after yesterday's weak retail sales data:
The Dow Jones showed a slight increase, while the S&P 500 and Nasdaq closed lower.
However, US futures are trading in positive territory this morning, and there is also a bullish outlook in European futures.
US December retail sales were unchanged, despite expectations of a 0.4% increase, and core data excluding transportation also remained flat.
This points to weak demand during the holiday season and supports expectations of a Fed rate cut – markets are pricing in a cut by June at the latest. The cost of labor index rose 0.7% in Q4, below expectations, while ADP private sector employment remained limited at an average of +6,500.
Fed members (Hammack and Logan) emphasized that inflation remains high and flat, indicating that interest rates will remain unchanged without significant weakening.
Today's focus is on the US January non-farm payrolls (NFP) report: Expectations are around +70K (with lower estimates like Goldman Sachs at +45K), unemployment is stable at 4.4%, and average hourly earnings could fall to 3.7% year-on-year.
The data will include revisions, so volatility may be high.
The Dollar Index is around 96.6 ahead of the data release, and the 10-year Treasury yield has fallen to 4.14%.
EURUSD is holding above 1.19 with weak dollar support. On the Turkish side, TÜİK's December industrial production fell 2.1% year-on-year, the first decline in 10 months (monthly +1.2%).
Today's December retail sales data will be released. The BIST100 closed down 0.30% yesterday at 13,797, with a trading volume of 189 billion TL.
This morning, the USD/TRY exchange rate is around 43.63, and the 5-year CDS is around 213 basis points. In precious metals, gold is in the ~$5,050-$5,060 range (positive in the Asian session yesterday), silver is around $82-$84, and Brent crude is around $69. Bitcoin is fluctuating between $67,000 and $69,000.
T
Looking back at 2024, I saw #DOAS, and we were expecting a correction around that time, but it went even below that.
In the medium term, selling pressure between 300 and 400 might come. We need to be careful in this area.
In the medium term, selling pressure between 300 and 400 might come. We need to be careful in this area.
As if there wasn't enough chaos already, they're trying to link the #bitcoin funding issue to the Epstein affair.
There was a strong FUD (Fear, Uncertainty, and Doubt) for a few days, but that drop was to blow up a hedge fund in Hong Kong.
There was a strong FUD (Fear, Uncertainty, and Doubt) for a few days, but that drop was to blow up a hedge fund in Hong Kong.
As if there wasn't enough chaos already, they're trying to link the #bitcoin funding issue to the Epstein affair.
There was a strong FUD (Fear, Uncertainty, and Doubt) for a few days, but that drop was to blow up a hedge fund in Hong Kong.
There was a strong FUD (Fear, Uncertainty, and Doubt) for a few days, but that drop was to blow up a hedge fund in Hong Kong.
Things to Know Before Starting the Day
Li Lin: Not an investor in LD or Garrett Gin; did not reduce BTC or ETH positions during this market cycle.
Coinbase CEO optimistic about crypto in the long term, Coinbase will continue to operate in all market conditions.
Trend Research sold another 20,770 #ETH, leaving only 10,303 ETH.
Forward Industries says it will pursue an offensive strategy and integrate other SOL treasury companies if sector funds are under pressure.
Bitwise Advisors clarifies rumors: Nasdaq did not remove position limits on IBIT options.
Arthur Hayes: There is no secret conspiracy causing a crash in the #cryptocurrency market.
Bithumb completes processing of erroneous #Bitcoin transfers and initiates user compensation.
Li Lin: Not an investor in LD or Garrett Gin; did not reduce BTC or ETH positions during this market cycle.
Coinbase CEO optimistic about crypto in the long term, Coinbase will continue to operate in all market conditions.
Trend Research sold another 20,770 #ETH, leaving only 10,303 ETH.
Forward Industries says it will pursue an offensive strategy and integrate other SOL treasury companies if sector funds are under pressure.
Bitwise Advisors clarifies rumors: Nasdaq did not remove position limits on IBIT options.
Arthur Hayes: There is no secret conspiracy causing a crash in the #cryptocurrency market.
Bithumb completes processing of erroneous #Bitcoin transfers and initiates user compensation.
How did Vitalik Buterin acquire ETH, why is he selling it, and how much does he own?
He received a founding share during Ethereum's 2014 ICO/pre-mine phase.
Approximately 0.9-1% of the total pre-mine of ~72M ETH (around 300-700 thousand ETH initially) was allocated to Vitalik.
This is similar to the Satoshi pre-mine in #Bitcoin, but managed in a much more transparent way.
Why is he selling?
Vitalik announced this at the end of January 2026 at X.
The Ethereum Foundation is entering a period of "mild austerity."
He allocated his share of 16,384 ETH (~$43-45M at that time).
These funds are used for:
Privacy technologies
Open source secure software/hardware
Biotechnology & pandemic prevention (Kanro Foundation)
Open infrastructure projects
Sales are planned, in small batches (minimum market impact with CoW Protocol), some donated to Kanro.
It attracted attention when the ETH price dropped below ~$2k, but not due to "distrust," but rather strategic liquidity creation.
According to the latest on-chain data (Arkham & Lookonchain, February 7, 2026):
~227,000 - 224,000 ETH (approximately worth $450-500M, ETH in the ~$2,000-2,200 range).
Total portfolio ~$530M+, mostly ETH.
It used to be $1B+, and he has been making donations/sales for years.
Vitalik is not giving up on Ethereum; on the contrary, he is financing the ecosystem from his own pocket.
The sales are transparent and planned. The timing might seem bad during a market downturn, but it's not a "dump," it's a long-term mission.
He received a founding share during Ethereum's 2014 ICO/pre-mine phase.
Approximately 0.9-1% of the total pre-mine of ~72M ETH (around 300-700 thousand ETH initially) was allocated to Vitalik.
This is similar to the Satoshi pre-mine in #Bitcoin, but managed in a much more transparent way.
Why is he selling?
Vitalik announced this at the end of January 2026 at X.
The Ethereum Foundation is entering a period of "mild austerity."
He allocated his share of 16,384 ETH (~$43-45M at that time).
These funds are used for:
Privacy technologies
Open source secure software/hardware
Biotechnology & pandemic prevention (Kanro Foundation)
Open infrastructure projects
Sales are planned, in small batches (minimum market impact with CoW Protocol), some donated to Kanro.
It attracted attention when the ETH price dropped below ~$2k, but not due to "distrust," but rather strategic liquidity creation.
According to the latest on-chain data (Arkham & Lookonchain, February 7, 2026):
~227,000 - 224,000 ETH (approximately worth $450-500M, ETH in the ~$2,000-2,200 range).
Total portfolio ~$530M+, mostly ETH.
It used to be $1B+, and he has been making donations/sales for years.
Vitalik is not giving up on Ethereum; on the contrary, he is financing the ecosystem from his own pocket.
The sales are transparent and planned. The timing might seem bad during a market downturn, but it's not a "dump," it's a long-term mission.
Things You Need to Know Before Starting Your Day...
#BTC fell 3.70% during the day, reaching $60,000.
Tether invested $150.00 million in Gold.com, acquiring approximately 12% of the shares.
BTC dropped below $61,000.00.
Pump.fun's buy order execution terminal is Vyper.
Bitwise Uniswap ETF filed an S-1 Registration Notice with the US SEC.
#ETH fell 8.23% during the day, dropping below $1,800.
Aave founder Stani.eth sold 4,504 ETH in four hours, cashing out $8.36 million USDC.
The Bitcoin Spot ETF saw a net outflow of $434.15 million yesterday, marking a 3-day streak of continuous outflows.
#BTC fell 3.70% during the day, reaching $60,000.
Tether invested $150.00 million in Gold.com, acquiring approximately 12% of the shares.
BTC dropped below $61,000.00.
Pump.fun's buy order execution terminal is Vyper.
Bitwise Uniswap ETF filed an S-1 Registration Notice with the US SEC.
#ETH fell 8.23% during the day, dropping below $1,800.
Aave founder Stani.eth sold 4,504 ETH in four hours, cashing out $8.36 million USDC.
The Bitcoin Spot ETF saw a net outflow of $434.15 million yesterday, marking a 3-day streak of continuous outflows.
Good morning everyone...
#Bitcoin formed a small time frame flag pattern, then re-entered the trend last night.
#Bitcoin formed a small time frame flag pattern, then re-entered the trend last night.
#Trump signed the funding bill ending the partial government shutdown.
Spot gold jumped above $5,000, increasing its daily gain to 1.1%.
Bitwise to Acquire Crypto Staking Service Chorus One to Expand its Yield-Providing Product Portfolio
Farcaster supports OpenClaw agents working independently to create accounts
Binance Alpha listed the Warden Protocol (WARD) token on February 4th.
#Bitcoin Spot ETFs experienced a total net outflow of $272.02 million yesterday; only BlackRock's IBIT ETF recorded a net inflow.
Next-generation entertainment platform BLUFF raised $21.00 million, led by 1kx.
Trump signed the funding bill ending the partial government shutdown.
Trend Research currently holds ETH worth $1.11 billion, with an unrealized loss of $605 million.
Trend Research transferred another 15,000 Ethereum to Binance, bringing the total number of Ethereum sold to 153,000.
Spot gold jumped above $5,000, increasing its daily gain to 1.1%.
Bitwise to Acquire Crypto Staking Service Chorus One to Expand its Yield-Providing Product Portfolio
Farcaster supports OpenClaw agents working independently to create accounts
Binance Alpha listed the Warden Protocol (WARD) token on February 4th.
#Bitcoin Spot ETFs experienced a total net outflow of $272.02 million yesterday; only BlackRock's IBIT ETF recorded a net inflow.
Next-generation entertainment platform BLUFF raised $21.00 million, led by 1kx.
Trump signed the funding bill ending the partial government shutdown.
Trend Research currently holds ETH worth $1.11 billion, with an unrealized loss of $605 million.
Trend Research transferred another 15,000 Ethereum to Binance, bringing the total number of Ethereum sold to 153,000.
Michael Saylor's company (MSTR) is currently operating at a loss due to the recent declines in the #Bitcoin price.
MicroStrategy Bitcoin Portfolio Summary (February 4, 2026)
Estimated Unrealized Loss: $10.60 Billion
MicroStrategy's average cost has increased significantly as it made large purchases at the $90,000 and $95,000 levels in late 2025 and early 2026.
MicroStrategy Bitcoin Portfolio Summary (February 4, 2026)
Estimated Unrealized Loss: $10.60 Billion
MicroStrategy's average cost has increased significantly as it made large purchases at the $90,000 and $95,000 levels in late 2025 and early 2026.
Good morning.
BTC is facing resistance at 79,000. We need a breakout above this level.
Generally, the short-term trend line has been broken upwards, but we need 79,000 for volume...
#bitcoin Continuing to wait for the beginning...
BTC is facing resistance at 79,000. We need a breakout above this level.
Generally, the short-term trend line has been broken upwards, but we need 79,000 for volume...
#bitcoin Continuing to wait for the beginning...
Is $5300 a Historic High for Gold, or a Grand Trap by Giants?
The price of gold reached its most elegant but also most dangerous peak in history at $5300 per ounce. Is there nobility behind this rise, or a massive manipulation awaiting small investors? You must see this reality before being deceived by the glitter.
The price of gold reached its most elegant but also most dangerous peak in history at $5300 per ounce. Is there nobility behind this rise, or a massive manipulation awaiting small investors? You must see this reality before being deceived by the glitter.
Today's Brief Headlines | January 28
📈 US Stock Markets
The S&P 500 closed yesterday at a new all-time high and is likely to hit another record high in pre-market trading today.
However, these records are overshadowed by the recent sharp rise in precious metals.
Nasdaq 100: 26,152 | +0.70%
👉 Interest in technology stocks is clearly increasing. Risk appetite is strong ahead of M7 earnings reports (TSLA, MSFT, META).
🤖 Artificial Intelligence & Semiconductors
Following TSMC, today's order figures from ASML are approximately double expectations.
This picture shows that investments in artificial intelligence and chips have not yet reached saturation.
A new record close for the SOX (Semiconductor) index today would not be a surprise.
📈 US Stock Markets
The S&P 500 closed yesterday at a new all-time high and is likely to hit another record high in pre-market trading today.
However, these records are overshadowed by the recent sharp rise in precious metals.
Nasdaq 100: 26,152 | +0.70%
👉 Interest in technology stocks is clearly increasing. Risk appetite is strong ahead of M7 earnings reports (TSLA, MSFT, META).
🤖 Artificial Intelligence & Semiconductors
Following TSMC, today's order figures from ASML are approximately double expectations.
This picture shows that investments in artificial intelligence and chips have not yet reached saturation.
A new record close for the SOX (Semiconductor) index today would not be a surprise.
Have a good day, everyone...
Let's save this image and check this forum occasionally...
It offers good trading opportunities.
Let's save this image and check this forum occasionally...
It offers good trading opportunities.
Things You Need to Know Before Starting Your Day...
DefiLlama Acquires Crypto OTC Data Provider Bulletin
PayPal Survey: Large Businesses are Driving #CryptoPayment Adoption, Nearly 40% of Traders Already Support It
Social NFT platform Rodeo announced it will be gradually shutting down.
The #Bitcoin Spot ETF experienced a net outflow of $147.37 million yesterday; none of the twelve ETFs saw a net inflow.
#Ethereum announced that the ERC-8004 standard, aimed at supporting inter-institutional interaction and reputation transfer of AI agents, is about to go live on the mainnet.
Bitmine committed approximately 113,200 more ETH, bringing its total committed value to $6.82 billion.
Bitcoin's global hash rate experienced its largest ever drop on record, likely impacted by extreme weather conditions in the United States.
Morgan Stanley has appointed Amy Oldenburg as Head of Digital Assets Strategy.
DefiLlama Acquires Crypto OTC Data Provider Bulletin
PayPal Survey: Large Businesses are Driving #CryptoPayment Adoption, Nearly 40% of Traders Already Support It
Social NFT platform Rodeo announced it will be gradually shutting down.
The #Bitcoin Spot ETF experienced a net outflow of $147.37 million yesterday; none of the twelve ETFs saw a net inflow.
#Ethereum announced that the ERC-8004 standard, aimed at supporting inter-institutional interaction and reputation transfer of AI agents, is about to go live on the mainnet.
Bitmine committed approximately 113,200 more ETH, bringing its total committed value to $6.82 billion.
Bitcoin's global hash rate experienced its largest ever drop on record, likely impacted by extreme weather conditions in the United States.
Morgan Stanley has appointed Amy Oldenburg as Head of Digital Assets Strategy.
Gold, silver, palladium, platinum... whatever. But copper's hype is really strange to me.
I haven't been able to embrace it as an investment vehicle for some reason. Is there anyone who thinks "I'll hold it long-term"? 😁
Good morning!
I haven't been able to embrace it as an investment vehicle for some reason. Is there anyone who thinks "I'll hold it long-term"? 😁
Good morning!
Bitcoin starts the week with resistance at the 90k region, while the 74k to 126k region, specifically the 0618 level, is a buying zone.
#bitcoin In short, if the 90k resistance zone is broken and we stay above it, 100k is still within reach...
#bitcoin In short, if the 90k resistance zone is broken and we stay above it, 100k is still within reach...
Things You Need to Know Before Starting Your Day...
Japan may lift its ban on crypto #ETFs in 2028, and SBI and Nomura are continuing to work on developing related products.
Spot gold closed the day up over $100 and is currently trading at $5,086.66 per ounce.
Trend Research withdrew 30 million USDT from Binance 3 hours ago and sent it back to the blockchain to repay a loan.
UK financial regulators are nearing the final consultation phase on key #cryptocurrency rules.
SwapNet was hacked, with approximately $16.8 million worth of crypto assets stolen.
Spot silver rose approximately 5% to a record high of $107.99/ounce, and gold rose 1.89% to surpass $5,080.00.
Japan may lift its ban on crypto #ETFs in 2028, and SBI and Nomura are continuing to work on developing related products.
Spot gold closed the day up over $100 and is currently trading at $5,086.66 per ounce.
Trend Research withdrew 30 million USDT from Binance 3 hours ago and sent it back to the blockchain to repay a loan.
UK financial regulators are nearing the final consultation phase on key #cryptocurrency rules.
SwapNet was hacked, with approximately $16.8 million worth of crypto assets stolen.
Spot silver rose approximately 5% to a record high of $107.99/ounce, and gold rose 1.89% to surpass $5,080.00.
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