Today Crypto News

Tom Lee says a lot of people are leaning on the four-year cycle and expecting a long downturn.
Timing-wise, you could make that argument. But the on-chain data is pushing back hard.
Ethereum is roughly at the same price it was in June, yet active addresses are up around 115%, daily transactions are up 77%, and real-world asset TVL has grown about 50%, with roughly $23B added in the past 30 days.
In prior crypto winters, activity falls off a cliff. Wallets go quiet. Usage contracts.
That’s not what’s happening.
When network activity expands while price struggles, that’s a structural divergence.
Either the activity rolls over to match price weakness, or price eventually re-rates to reflect the growth underneath.
This doesn’t look like a system in decline.
It looks like infrastructure building under pressure. And historically, that’s not how winters end, but it’s how new cycles begin
#CPIWatch
#CZAMAonBinanceSquare
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EXTREME FEAR HAS ALWAYS MARKED OPPORTUNITY
Look at the chart. 2012 crash, Mt. Gox, 2017-18 bear market, COVID, FTX. Every single one printed “Extreme Fear.” Back then Bitcoin was $7, $400, $3K, $15K -- and each moment felt like the end.
Today we’re back in extreme fear territory again.
The difference? The network is stronger. Institutions are involved. ETFs exist. Sovereigns are mining. The infrastructure is deeper than ever.
Fear spikes at cycle lows because positioning gets washed out and narratives break down. But structurally, Bitcoin has survived every macro shock, exchange failure, and liquidity crunch thrown at it.
Extreme fear hasn’t been where Bitcoin dies. It’s been where long-term conviction gets paid. 🔥
#CPIWatch
#CZAMAonBinanceSquare
#USNFPBlowout
$BTC

🚨 CRYPTO CYCLE SHIFT

Still Doubting The Cycle?

Look At The Structure.

2018 → Blow-Off Top → Sharp Distribution → Extended Base
2022 → Blow-Off Top → Capitulation → Long Accumulation

Now?

Another Parabolic Run
Another Aggressive Reversal
Another Base Potentially Forming

The Pattern Has Repeated Before.

Expansion.
Exhaustion.
Accumulation.

Cycles Do Not Disappear.
They Evolve.

The Question Is Not If Cycles Exist —
It’s Where We Are Inside One.
#CZAMAonBinanceSquare
#USNFPBlowout
#TrumpCanadaTariffsOverturned

VOLATILITY IS NOISE. INSTITUTIONS ARE STILL ACCUMULATING.
Binance CEO Richard Teng pushed back on the panic narrative.
He pointed to institutional holdings sitting around 1.3 million $BTC -- stable -- with another 43,000 Bitcoin added globally in January alone. That’s not weak hands. That’s deployed capital adding on volatility.
While headlines focus on short-term price swings, institutions are looking at structure: stablecoin usage reportedly tripled last year, total market cap rose roughly 50%, crypto payments are expanding, and real-world asset tokenization is accelerating. Teng says nearly every major financial institution he meets is exploring how to tokenize assets and move trading on-chain for 24/7 access.
Traditional exchanges like the NYSE and Nasdaq are pushing toward extended trading hours. Crypto already operates 24/7. The direction of travel is clear: markets are adapting toward crypto’s model, not the other way around.
Zoom out four years and Bitcoin has multiplied several times over. Zoom in three months and you get volatility. Institutions aren’t trading three-month charts. They’re positioning for infrastructure-level change.
Short-term fear, long-term deployment. That’s a structural bid under this market. 🔥
#CZAMAonBinanceSquare #CZAMAonBinanceSquare
#TrumpCanadaTariffsOverturned
https://app.binance.com/uni-qr/cvid/290723207110850?r=NT3C3XR5&l=en&uco=jeUSX_abmEoyyiQLl_Y-4A&uc=app_square_share_link&us=copylink🔥https://app.binance.com/uni-qr/cvid/290723207110850?r=NT3C3XR5&l=en&uco=jeUSX_abmEoyyiQLl_Y-4A&uc=app_square_share_link&us=copylink

Check this before February 12.
The U.S. Treasury is pulling massive liquidity from the system through a $125B bond issuance wave.
• $58B in 3-Year Notes → Feb 10
• $42B in 10-Year Notes → Feb 11
• $25B in 30-Year Bonds → Feb 12

Final settlement hits on Feb 17.
This is the kind of pressure most traders ignore during “quiet” markets.

Here’s the simple breakdown:
When the Treasury issues bonds, investors pay in cash.
That cash leaves the financial system.
Less cash = tighter liquidity.
Tighter liquidity = higher stress across risk assets.

And this is where things usually shift fast.
Bond auctions act like a real-time stress check.
Strong demand → stable yields → markets stay calm
Weak demand → rising yields → liquidity squeeze → selling accelerates
Historically, the sequence goes like this:
Bonds react first.
Stocks follow.
Crypto feels it the hardest.

Why this matters right now:
It’s not about the debt size — it’s about timing.

February 10–12 is the pressure window.
February 17 is when liquidity officially drains.
So if markets look “fine” on the surface…

That doesn’t mean risk is gone.
Macro stress builds quietly — then moves suddenly.
Stay sharp. Stay patient. Big moves often start when few are watching.
#CZAMAonBinanceSquare
#USNFPBlowout
#TrumpCanadaTariffsOverturned

​Stop Chasing the Pump: Do not buy ZRO at +34%. Wait for the 4-hour candle to cool down.

​The "80/20" Rule: Keep 80% of your bag in "Stabilizers" (BTC/BNB/XAUt) and use 20% to hunt high-volatility gainers like Vana (VANA) or Allora (ALLO).

​Watch the $67k Level: If Bitcoin holds $67,000 tonight, expect a "short squeeze" that will send altcoins flying by tomorrow morning.
#USNFPBlowout
#USRetailSalesMissForecast
#USTechFundFlows
$BTC
$ETH

The Rich Understand This.
The Middle Class Is Still Collecting Tickets.
Imagine A Stadium With 50,000 Seats.
Management Issues 50,000 Tickets.
One Ticket = One Seat.
For Years, It Worked.

The Ticket Was Just A Claim.
The Seat Was The Real Value.
You Held The Paper Because You Couldn’t Carry The Chair Home.
Then Something Changed.
People Started Trading Tickets Like Money.
Tickets For Watches.
Tickets For Bikes.
Tickets For Anything.
Trust Shifted From The Seat… To The Paper.

Management Saw The Opportunity.
They Printed More Tickets.

100000
100,000.
500,000.
1,000,000.
All For The Same 50,000 Seats.
They Sold Claims To A Game That Was Already Full.
Then One Day, Holders Wanted Their Seats.

Too Many Tickets.
Not Enough Chairs.
So The Gates Were Locked.
Announcement:
“The Ticket Is The Value Now.”
The Stadium Is The Bank.
The Seat Is Gold.
The Ticket Is The Dollar.
There Was A Time When Paper Represented A Fixed Amount Of Gold.
Then Convertibility Ended.
The Paper Became The Asset Itself.
Today, There Are Trillions Of Tickets In Circulation.
The Number Of Seats Has Not Grown At The Same Pace.

When Prices Rise Everywhere, It Is Not Always That The Seats Became Pricier.
Sometimes The Ticket Simply Buys Less.
Some People Hold Tickets.
Others Accumulate Hard Assets.
Different Strategies.
Different Outcomes.
#USTechFundFlows
#USRetailSalesMissForecast
$USDC

​The headlines are screaming, and the markets are listening. As Secretary of State Marco Rubio spearheads the Trump administration’s foreign policy in 2026, a massive shift is underway. This isn't just politics; it’s a total "hard fork" of the global geopolitical operating system.

​📉 The End of "Globalism" as We Know It
​In recent briefings, Rubio has signaled that the era of the U.S. acting as the "selfless world parent" or the "global government" is over. Instead, the U.S. is moving toward National Individualism.
​Key Takeaways from the Rubio Doctrine:
​National Interest > Global Order: Rubio argues that for decades, the U.S. acted in the interest of the "global order," while nations like China and Russia acted in their own interests. That era is done.
​A Transactional World: The administration is moving toward a "game of all against all," where every trade deal, alliance, and security pact is measured by its direct benefit to the U.S. economy and securite​The "Elon Effect": With massive cuts to foreign aid (the "chainsaw surgery" on USAID), the U.S. is signaling that its capital will stay home to rebuild its own industrial base.
​🛡️ NATO "Reimagined
​Rubio recently warned that NATO must be "reimagined." He’s pushing European allies to stop relying on the "U.S. backstop" and start funding their own defense. For investors, this signals a massive shift in where government capital will flow—moving away from international subsidies and toward domestic manufacturing and "Americas First" trade loops.
​🔍 Bottom Lines ​The "US Empire" isn't collapsing in the way the doomsayers hope, but it is rebranding. It is moving from a "Global Manager" to a "Global Competitor." For the crypto community, this transition from a unipolar world to a fragmented, transactional one is the exact environment where Bitcoin and decentralized finance thrive.
​#USRetailSalesMissForecast #WhaleDeRiskETH #BinanceBitcoinSAFUFund $BTC

🇩🇰 🚨 JUST IN: DANSKE BANK ENDS 8-YEAR CRYPTO BAN

Denmark’s largest lender is now offering #Bitcoin and #Ethereum ETPs to clients, reversing years of restrictions on crypto-related products.

Customers can access three ETPs (2 BTC, 1 ETH) through its banking platforms.

Danske says the shift comes from growing client demand and clearer EU regulation under MiCA.

Another major European bank stepping into crypto.
#USRetailSalesMissForecast
#USTechFundFlows
#WhaleDeRiskETH

🚨 JUST IN: #ARKINVEST BUYS $68M IN #BITCOIN
On February 10, 2026, the ARK 21Shares Bitcoin ETF #ARKB recorded a $68.53 million single-day net inflow ; the highest among all spot Bitcoin ETFs that day.
After Bitcoin dipped below $75,000, Cathie Wood’s firm stepped in aggressively, accumulating exposure across the digital asset ecosystem.
Key Strategic Insights:
• ETF Growth: As of Feb 11, 2026, ARKB’s total historical net inflows have reached $1.557 billion.
• Institutional Adoption: ARK’s Big Ideas 2026 estimates Bitcoin ETFs and public companies now hold roughly 12% of total BTC supply.
• Long-Term Outlook: ARK remains firmly bullish, projecting Bitcoin could reach a $16 trillion market cap by 2030, with a base case price target near $710,000 per BTC.
Institutions continue buying the dip.
#USRetailSalesMissForecast
#GoldSilverRally