积木-
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#美国科技基金净流
$Recently, the capital flow of U.S. technology funds has shown sharp differentiation, presenting a pattern of short-term inflows and structural outflows coexisting. As of early February 2026, the technology sector first experienced significant withdrawals, with a net outflow of $2.34 billion in a single week, marking a recent high; subsequently, there was a significant inflow of approximately $6 billion in the largest single week over the past two months, indicating notable volatility. Hedge funds have net sold U.S. stocks for four consecutive weeks, with the information technology sector being heavily impacted by sell-offs, resulting in the second-largest outflow in five years, where software stocks accounted for about 75% of the net sell-off, and semiconductors facing pressure simultaneously. Funds are shifting towards cyclical and defensive sectors such as industrials and metals mining, with leading tech stocks relatively resilient while mid- and small-cap growth stocks are experiencing significant losses. The market logic is shifting from a concentrated embrace of technology to rebalancing, compounded by AI competition, valuation disturbances, and policy expectations, leading to continued high volatility in technology fund capital flows, with accelerated internal rotation within the sector.
$Recently, the capital flow of U.S. technology funds has shown sharp differentiation, presenting a pattern of short-term inflows and structural outflows coexisting. As of early February 2026, the technology sector first experienced significant withdrawals, with a net outflow of $2.34 billion in a single week, marking a recent high; subsequently, there was a significant inflow of approximately $6 billion in the largest single week over the past two months, indicating notable volatility. Hedge funds have net sold U.S. stocks for four consecutive weeks, with the information technology sector being heavily impacted by sell-offs, resulting in the second-largest outflow in five years, where software stocks accounted for about 75% of the net sell-off, and semiconductors facing pressure simultaneously. Funds are shifting towards cyclical and defensive sectors such as industrials and metals mining, with leading tech stocks relatively resilient while mid- and small-cap growth stocks are experiencing significant losses. The market logic is shifting from a concentrated embrace of technology to rebalancing, compounded by AI competition, valuation disturbances, and policy expectations, leading to continued high volatility in technology fund capital flows, with accelerated internal rotation within the sector.
#易理华旗下TrendResearch减仓
On-chain data shows that TrendResearch, under Yili Hua, started a large-scale stop-loss reduction on February 1, and as of February 5, it has cumulatively sold about 188,500 ETH at an average price of about $2,263, recovering approximately $426 million in funds, while simultaneously repaying 385 million USDT to reduce leverage. This reduction was due to the continuous decline in ETH prices, with its lending positions approaching liquidation levels, and to avoid automatic liquidation by the protocol, it was forced to "cut losses".
The institution previously held over 650,000 ETH at a cost of about $3,180, and as ETH fell from its peak, the paper loss once exceeded $470 million. Coupled with high leverage pressure, the exposure to funding risk sharply increased. After the reduction, its liquidation price has been adjusted to around $1,640, with remaining positions of about 463,000 ETH.
As a well-known whale in the Ethereum space, TrendResearch's intensive reduction not only reflects the institutional risk control pressure in extreme market conditions but also intensifies market concerns about the short-term trend of ETH, highlighting the vulnerability of the high-leverage model in the bear market, ringing alarm bells for industry participants.
$ETH
$BTC
$BNB
On-chain data shows that TrendResearch, under Yili Hua, started a large-scale stop-loss reduction on February 1, and as of February 5, it has cumulatively sold about 188,500 ETH at an average price of about $2,263, recovering approximately $426 million in funds, while simultaneously repaying 385 million USDT to reduce leverage. This reduction was due to the continuous decline in ETH prices, with its lending positions approaching liquidation levels, and to avoid automatic liquidation by the protocol, it was forced to "cut losses".
The institution previously held over 650,000 ETH at a cost of about $3,180, and as ETH fell from its peak, the paper loss once exceeded $470 million. Coupled with high leverage pressure, the exposure to funding risk sharply increased. After the reduction, its liquidation price has been adjusted to around $1,640, with remaining positions of about 463,000 ETH.
As a well-known whale in the Ethereum space, TrendResearch's intensive reduction not only reflects the institutional risk control pressure in extreme market conditions but also intensifies market concerns about the short-term trend of ETH, highlighting the vulnerability of the high-leverage model in the bear market, ringing alarm bells for industry participants.
$ETH
$BTC
$BNB
#小非农数据不及预期
On February 4th, Beijing time, the United States released the January ADP private sector employment data (small non-farm), indicating that only 22,000 jobs were added, far below the market expectation of 48,000, and also lower than the revised previous value of 37,000, marking the lowest level since December 2023.
The data shows that without the addition of 74,000 jobs in the education and healthcare services industry, private sector employment may shrink, with weak hiring in manufacturing, construction, and other sectors highlighting the structural divergence in the job market. This “cold” performance contrasts with the Federal Reserve's earlier judgment of stability in the job market, reinforcing market expectations for a rate cut by the Federal Reserve in March.
After the data was released, the dollar index came under short-term pressure, with assets like gold and U.S. Treasuries rising in response, and volatility in U.S. stock index futures increasing. As a leading indicator of non-farm employment data, this significant miss in the ADP data casts a shadow over the official non-farm report to be released on February 11th and makes the pace of the Federal Reserve's monetary policy shift a focus for the market.
$BTC
$ETH
$XRP
On February 4th, Beijing time, the United States released the January ADP private sector employment data (small non-farm), indicating that only 22,000 jobs were added, far below the market expectation of 48,000, and also lower than the revised previous value of 37,000, marking the lowest level since December 2023.
The data shows that without the addition of 74,000 jobs in the education and healthcare services industry, private sector employment may shrink, with weak hiring in manufacturing, construction, and other sectors highlighting the structural divergence in the job market. This “cold” performance contrasts with the Federal Reserve's earlier judgment of stability in the job market, reinforcing market expectations for a rate cut by the Federal Reserve in March.
After the data was released, the dollar index came under short-term pressure, with assets like gold and U.S. Treasuries rising in response, and volatility in U.S. stock index futures increasing. As a leading indicator of non-farm employment data, this significant miss in the ADP data casts a shadow over the official non-farm report to be released on February 11th and makes the pace of the Federal Reserve's monetary policy shift a focus for the market.
$BTC
$ETH
$XRP
#BTC何时反弹？
The current controversy over the rebound time of BTC lies in the rewriting of historical rules due to changes in market structure. The adjustment cycles of the previous three bear markets, lasting 12-13 months, are no longer applicable. In 2026, institutional holdings are expected to exceed 40%, with giants like MicroStrategy increasing their holdings against the trend, forming a capital ballast that significantly shortens the adjustment cycle, predicting a bottoming and rebound in 9-10 months.
In the short term, BTC has reached a key support level of $76,000, and the RSI indicator has entered the oversold area, indicating a technical need for a rebound. However, it must break through the resistance level of $100,000 to open up upward space. The halving event in April will reduce supply, combined with continuous capital inflow from spot ETFs, is likely to trigger a pre-halving rebound.
From a medium-term perspective, the end of the Federal Reserve's tightening policy and the clarification of the regulatory framework will become core catalysts. If the CLARITY Act is implemented, it is expected to trigger a new wave of institutional allocation, combined with the supply contraction effect after the halving, making a substantial rebound highly probable before mid-2026. In an optimistic scenario, prices may reach the range of $120,000-$150,000 by the end of the year.
Amid the intertwining of historical rules and real signals, the BTC rebound has entered a countdown window, with the movement of institutional funds and the breakthrough of key resistance levels serving as confirmation signals.
$BTC
$ETH
$BNB
The current controversy over the rebound time of BTC lies in the rewriting of historical rules due to changes in market structure. The adjustment cycles of the previous three bear markets, lasting 12-13 months, are no longer applicable. In 2026, institutional holdings are expected to exceed 40%, with giants like MicroStrategy increasing their holdings against the trend, forming a capital ballast that significantly shortens the adjustment cycle, predicting a bottoming and rebound in 9-10 months.
In the short term, BTC has reached a key support level of $76,000, and the RSI indicator has entered the oversold area, indicating a technical need for a rebound. However, it must break through the resistance level of $100,000 to open up upward space. The halving event in April will reduce supply, combined with continuous capital inflow from spot ETFs, is likely to trigger a pre-halving rebound.
From a medium-term perspective, the end of the Federal Reserve's tightening policy and the clarification of the regulatory framework will become core catalysts. If the CLARITY Act is implemented, it is expected to trigger a new wave of institutional allocation, combined with the supply contraction effect after the halving, making a substantial rebound highly probable before mid-2026. In an optimistic scenario, prices may reach the range of $120,000-$150,000 by the end of the year.
Amid the intertwining of historical rules and real signals, the BTC rebound has entered a countdown window, with the movement of institutional funds and the breakthrough of key resistance levels serving as confirmation signals.
$BTC
$ETH
$BNB
#美联储维持利率不变
Local time on January 28, the Federal Reserve concluded a two-day monetary policy meeting, announcing that it will maintain the target range for the federal funds rate at 3.5% to 3.75%, in line with market expectations, thus ending the consecutive three rate cuts planned for the second half of 2025.
The decision was passed with 10 votes in favor and 2 against, with Federal Reserve governors Stephen Milan and Christopher Waller casting the dissenting votes, advocating for a 25 basis point cut. In its statement, the Federal Reserve upgraded its description of economic growth from "moderate" to "robust," noting that the unemployment rate has stabilized, but inflation remains high, necessitating continued observation of the effects of previous rate cuts, hence the decision to pause easing.
Chairman Powell emphasized during the press conference that the current level of interest rates is appropriate, with risks related to inflation and employment having somewhat diminished, while firmly maintaining the independence of the Federal Reserve and advising his successor to stay away from political disputes. Following the announcement, U.S. stocks fluctuated gently, the dollar index rose slightly, and the market expects the next rate cut to be delayed until after Powell's term ends in May.
$BTC
$ETH $
Local time on January 28, the Federal Reserve concluded a two-day monetary policy meeting, announcing that it will maintain the target range for the federal funds rate at 3.5% to 3.75%, in line with market expectations, thus ending the consecutive three rate cuts planned for the second half of 2025.
The decision was passed with 10 votes in favor and 2 against, with Federal Reserve governors Stephen Milan and Christopher Waller casting the dissenting votes, advocating for a 25 basis point cut. In its statement, the Federal Reserve upgraded its description of economic growth from "moderate" to "robust," noting that the unemployment rate has stabilized, but inflation remains high, necessitating continued observation of the effects of previous rate cuts, hence the decision to pause easing.
Chairman Powell emphasized during the press conference that the current level of interest rates is appropriate, with risks related to inflation and employment having somewhat diminished, while firmly maintaining the independence of the Federal Reserve and advising his successor to stay away from political disputes. Following the announcement, U.S. stocks fluctuated gently, the dollar index rose slightly, and the market expects the next rate cut to be delayed until after Powell's term ends in May.
$BTC
$ETH $
#瑞典上线VIRBNB
On January 26, 2026, the Swedish compliant crypto asset management company Virtune AB officially launched the VIRBNB product on the Nasdaq Stockholm Stock Exchange. This SEK-denominated exchange-traded product (ETP) has attracted market attention. VIRBNB is not a short-term rental platform, but a 100% physically backed BNB ETP, providing investors with a 1:1 exposure to BNB assets, with an annual management fee of 1.95%, and custody provided by Coinbase, highlighting its compliant nature.
As a significant development in the Nordic region's crypto finance, the launch of VIRBNB continues Virtune AB's strategy to expand its regulated crypto ETP product line. In the context of increasing global crypto regulation, such physically-backed, exchange-listed products offer traditional investors a low-threshold, high-transparency channel for crypto asset allocation, avoiding the security and compliance risks of directly holding cryptocurrencies.
This launch fills the gap for compliant BNB investment tools in the Nordic market and reflects an increased acceptance of mainstream crypto assets in traditional financial markets. As crypto ETPs continue to expand across various parts of Europe, VIRBNB, backed by Nasdaq Stockholm's trading endorsement and Coinbase's custody assurance, is expected to become an important bridge connecting traditional finance and the crypto ecosystem, providing a new model for the compliant development of the industry.
$BTC
$ETH
$BNB
On January 26, 2026, the Swedish compliant crypto asset management company Virtune AB officially launched the VIRBNB product on the Nasdaq Stockholm Stock Exchange. This SEK-denominated exchange-traded product (ETP) has attracted market attention. VIRBNB is not a short-term rental platform, but a 100% physically backed BNB ETP, providing investors with a 1:1 exposure to BNB assets, with an annual management fee of 1.95%, and custody provided by Coinbase, highlighting its compliant nature.
As a significant development in the Nordic region's crypto finance, the launch of VIRBNB continues Virtune AB's strategy to expand its regulated crypto ETP product line. In the context of increasing global crypto regulation, such physically-backed, exchange-listed products offer traditional investors a low-threshold, high-transparency channel for crypto asset allocation, avoiding the security and compliance risks of directly holding cryptocurrencies.
This launch fills the gap for compliant BNB investment tools in the Nordic market and reflects an increased acceptance of mainstream crypto assets in traditional financial markets. As crypto ETPs continue to expand across various parts of Europe, VIRBNB, backed by Nasdaq Stockholm's trading endorsement and Coinbase's custody assurance, is expected to become an important bridge connecting traditional finance and the crypto ecosystem, providing a new model for the compliant development of the industry.
$BTC
$ETH
$BNB
#美联储利率决议
On January 28th, Beijing time, the Federal Reserve announced its first interest rate decision for 2026, maintaining the federal funds rate in the range of 3.5%-3.75%, in line with market expectations of 97.2%. This decision reflects the Federal Reserve's careful balance between economic downward pressure and the risk of capital outflow.
The signs of weakness in the U.S. economy are evident, with an annualized GDP growth rate of 2.5% for the first three quarters of 2025, and the unemployment rate rising to 4.4%. The manufacturing PMI has consistently remained below the expansion line. However, the Federal Reserve has not rushed to cut interest rates, with core concerns being the capital outflow shock triggered by previous rate cuts—rate cuts in 2024 had led to a significant drop in the dollar index and an abnormal rise in U.S. Treasury yields.
It is worth noting that while the Federal Reserve is cautious with price tools, it has taken action through quantity tools: purchasing $40 billion in government bonds each month and acquiring $200 billion in MBS from the GSEs, marking the quiet initiation of comprehensive quantitative easing. The policy focus has shifted from interest rate adjustments to liquidity injection, providing support for fiscal expansion while avoiding the short-term pain of rate cuts.
This decision continues the “stop-and-go” rhythm of rate cuts, with the market expecting the next easing to be delayed until mid-year. Powell's statements at the press conference and the nomination of the successor to the Federal Reserve Chair will be key variables for the direction of subsequent policies.
$BTC
$BNB
$SOL
On January 28th, Beijing time, the Federal Reserve announced its first interest rate decision for 2026, maintaining the federal funds rate in the range of 3.5%-3.75%, in line with market expectations of 97.2%. This decision reflects the Federal Reserve's careful balance between economic downward pressure and the risk of capital outflow.
The signs of weakness in the U.S. economy are evident, with an annualized GDP growth rate of 2.5% for the first three quarters of 2025, and the unemployment rate rising to 4.4%. The manufacturing PMI has consistently remained below the expansion line. However, the Federal Reserve has not rushed to cut interest rates, with core concerns being the capital outflow shock triggered by previous rate cuts—rate cuts in 2024 had led to a significant drop in the dollar index and an abnormal rise in U.S. Treasury yields.
It is worth noting that while the Federal Reserve is cautious with price tools, it has taken action through quantity tools: purchasing $40 billion in government bonds each month and acquiring $200 billion in MBS from the GSEs, marking the quiet initiation of comprehensive quantitative easing. The policy focus has shifted from interest rate adjustments to liquidity injection, providing support for fiscal expansion while avoiding the short-term pain of rate cuts.
This decision continues the “stop-and-go” rhythm of rate cuts, with the market expecting the next easing to be delayed until mid-year. Powell's statements at the press conference and the nomination of the successor to the Federal Reserve Chair will be key variables for the direction of subsequent policies.
$BTC
$BNB
$SOL
#美股七巨头财报
The 2025 Q4 earnings season for the seven major US stock exchanges has begun. AI deployment and commercialization have become key differentiators for performance, resulting in a mixed performance across the sector. The market is increasingly demanding of performance from tech giants. TSMC's better-than-expected earnings boosted the computing power supply chain, with Nvidia being the biggest beneficiary. However, companies like Microsoft and Meta were dragged down by high AI R&D investment and slower-than-expected commercialization progress, putting pressure on their valuations.
Earnings data show that the seven giants as a whole are expected to see a 16.9% increase in profit and a 16.6% increase in revenue in Q4, the slowest growth rate since early 2023. The $475 billion AI capital expenditure plan for 2026 makes the market highly sensitive to returns. Microsoft's Azure cloud growth and Meta's advertising business are both facing challenges. Tesla's FSD subscription model transformation has yet to deliver results, while Apple's growth resilience is supported by its services business.
Current capital is shifting from the seven giants' clustering to second-tier computing power companies and AI application end-users. The market logic has shifted from "AI concept hype" to "cash flow and profit conversion." Only companies that deliver results will receive valuation support. The tech giants' AI gamble is now facing a crucial performance test.
$BTC
$ETH
$BNB
The 2025 Q4 earnings season for the seven major US stock exchanges has begun. AI deployment and commercialization have become key differentiators for performance, resulting in a mixed performance across the sector. The market is increasingly demanding of performance from tech giants. TSMC's better-than-expected earnings boosted the computing power supply chain, with Nvidia being the biggest beneficiary. However, companies like Microsoft and Meta were dragged down by high AI R&D investment and slower-than-expected commercialization progress, putting pressure on their valuations.
Earnings data show that the seven giants as a whole are expected to see a 16.9% increase in profit and a 16.6% increase in revenue in Q4, the slowest growth rate since early 2023. The $475 billion AI capital expenditure plan for 2026 makes the market highly sensitive to returns. Microsoft's Azure cloud growth and Meta's advertising business are both facing challenges. Tesla's FSD subscription model transformation has yet to deliver results, while Apple's growth resilience is supported by its services business.
Current capital is shifting from the seven giants' clustering to second-tier computing power companies and AI application end-users. The market logic has shifted from "AI concept hype" to "cash flow and profit conversion." Only companies that deliver results will receive valuation support. The tech giants' AI gamble is now facing a crucial performance test.
$BTC
$ETH
$BNB
#Grayscale Submission of BNB ETF Application
On January 23, 2026, Grayscale Investments officially submitted Form S-1 registration statement to the U.S. SEC, proposing to launch a spot BNB Exchange-Traded Fund (ETF) with the stock code set as “GBNB”, marking a key milestone in the mainstreaming of crypto assets. The product adopts a Delaware statutory trust structure, with Coinbase serving as the broker and custodian, incorporating a physical creation and redemption mechanism, which aligns with the crypto ETF regulatory framework established by the SEC in 2025, reducing compliance uncertainty.
As the fourth largest crypto asset, the significance of the BNB ETF application extends far beyond a single product level. It continues Grayscale's strategic logic of transitioning from Bitcoin and Ethereum to mainstream alternative tokens, providing institutional investors with a compliant channel to participate in the BNB ecosystem without directly holding tokens. The prior SEC approvals for spot BTC and ETH ETFs have broken the regulatory deadlock, while BNB, as an ecosystem token with both payment and governance attributes, will further test the regulatory acceptance boundaries for complex crypto assets.
The market has responded cautiously, with the BNB price stabilizing around $900, as investors focus on the SEC's determination of its “securities attributes” and the potential impact of Grayscale's past litigation with the SEC. If approved, this ETF is expected to unlock $2-5 billion in institutional capital inflows, while also promoting the financialization upgrade of the BNB chain ecosystem, laying the groundwork for the integration of crypto assets into traditional financial infrastructure.
$BTC
$ETH
$BNB
On January 23, 2026, Grayscale Investments officially submitted Form S-1 registration statement to the U.S. SEC, proposing to launch a spot BNB Exchange-Traded Fund (ETF) with the stock code set as “GBNB”, marking a key milestone in the mainstreaming of crypto assets. The product adopts a Delaware statutory trust structure, with Coinbase serving as the broker and custodian, incorporating a physical creation and redemption mechanism, which aligns with the crypto ETF regulatory framework established by the SEC in 2025, reducing compliance uncertainty.
As the fourth largest crypto asset, the significance of the BNB ETF application extends far beyond a single product level. It continues Grayscale's strategic logic of transitioning from Bitcoin and Ethereum to mainstream alternative tokens, providing institutional investors with a compliant channel to participate in the BNB ecosystem without directly holding tokens. The prior SEC approvals for spot BTC and ETH ETFs have broken the regulatory deadlock, while BNB, as an ecosystem token with both payment and governance attributes, will further test the regulatory acceptance boundaries for complex crypto assets.
The market has responded cautiously, with the BNB price stabilizing around $900, as investors focus on the SEC's determination of its “securities attributes” and the potential impact of Grayscale's past litigation with the SEC. If approved, this ETF is expected to unlock $2-5 billion in institutional capital inflows, while also promoting the financialization upgrade of the BNB chain ecosystem, laying the groundwork for the integration of crypto assets into traditional financial infrastructure.
$BTC
$ETH
$BNB
#达沃斯世界经济论坛2026
The 56th World Economic Forum Annual Meeting kicks off in Davos, with nearly 3,000 leaders from over 130 countries gathering to unlock multiple global dilemmas with the key of "the spirit of dialogue." This forum is not only the highest-level event in history but also a microcosm of the intertwining of geopolitical competition and cooperative consensus.
With risks such as geopolitical economic confrontation and armed conflict compounding, the peace talks between Russia and Ukraine and discussions on Middle Eastern affairs affect the overall situation, while the emergence of transatlantic rifts highlights the dilemma of unilateralism. Against this backdrop, multilateral cooperation becomes the key to breaking the deadlock: the Chinese delegation actively voices its support for free trade and multilateralism, injecting stability into global governance; concepts like "small multilateralism" and "flexible cooperation" are widely recognized, building communication bridges in a fragmented world.
Technology and economic recovery create a dual empowerment. AI has become the absolute focus, with tech giants like NVIDIA and Microsoft gathering to discuss technical standards and large-scale applications, while China's AI innovation achievements have gained international attention. The green economy and digital economy are working in synergy, with green investment, digital infrastructure, and human capital upgrades becoming the new triangular support for global economic growth.
In the snowy scenery of Davos, a consensus emerges that transcends the fog: there has never been prosperity that benefits only oneself, nor security that is isolated and detached. Abandoning the obsession with confrontation and upholding the sincerity of dialogue will illuminate the path of inclusivity with the fire of innovation and hold up the boat of win-win cooperation with the hands of collaboration, allowing humanity to anchor its course in the winds and waves of the times, and sail towards a more sustainable future.
$BTC
$ETH
$XRP
The 56th World Economic Forum Annual Meeting kicks off in Davos, with nearly 3,000 leaders from over 130 countries gathering to unlock multiple global dilemmas with the key of "the spirit of dialogue." This forum is not only the highest-level event in history but also a microcosm of the intertwining of geopolitical competition and cooperative consensus.
With risks such as geopolitical economic confrontation and armed conflict compounding, the peace talks between Russia and Ukraine and discussions on Middle Eastern affairs affect the overall situation, while the emergence of transatlantic rifts highlights the dilemma of unilateralism. Against this backdrop, multilateral cooperation becomes the key to breaking the deadlock: the Chinese delegation actively voices its support for free trade and multilateralism, injecting stability into global governance; concepts like "small multilateralism" and "flexible cooperation" are widely recognized, building communication bridges in a fragmented world.
Technology and economic recovery create a dual empowerment. AI has become the absolute focus, with tech giants like NVIDIA and Microsoft gathering to discuss technical standards and large-scale applications, while China's AI innovation achievements have gained international attention. The green economy and digital economy are working in synergy, with green investment, digital infrastructure, and human capital upgrades becoming the new triangular support for global economic growth.
In the snowy scenery of Davos, a consensus emerges that transcends the fog: there has never been prosperity that benefits only oneself, nor security that is isolated and detached. Abandoning the obsession with confrontation and upholding the sincerity of dialogue will illuminate the path of inclusivity with the fire of innovation and hold up the boat of win-win cooperation with the hands of collaboration, allowing humanity to anchor its course in the winds and waves of the times, and sail towards a more sustainable future.
$BTC
$ETH
$XRP
#下任美联储主席会是谁？
Trump has listed "interest rate loyalty" as a core standard, requiring interest rates to be lowered to 1% to ease pressure on national debt, which makes the candidates' positions directly impact the direction of the nomination.
The suspense of the next Federal Reserve Chair: A game dominated by doves and changes.
Powell's term ends in May 2026, and the transition for the Federal Reserve Chair is entering a sprint phase. The candidate landscape has evolved from an early "three-way contest" to a more diverse game. The current frontrunner is former Federal Reserve Governor Kevin Walsh, backed by Wall Street and Treasury Secretary Basant, advocating a combination of rate cuts and balance sheet reduction, which aligns with Trump's policy demands and is seen as a "safe option" to maintain market discipline, keeping the nomination probability at the forefront.
Current Federal Reserve Governor Christopher Waller has gained support from the business community with a rigorous logic for rate cuts, emphasizing the independence of the Federal Reserve, making him a key candidate to balance political interference. Meanwhile, BlackRock executive Rick Riedel has emerged as a dark horse, unencumbered by political baggage and strongly supporting a reduction of rates to a neutral level of 3%, giving him an advantage in the Senate confirmation process.
Trump has listed "interest rate loyalty" as a core standard, requiring interest rates to be lowered to 1% to ease pressure on national debt, which makes the candidates' positions directly impact the direction of the nomination. It is reported that the nomination may be announced around the Davos Forum, and the final candidate will not only determine the rate cut pace in 2026 but also reshape the independence of the Federal Reserve and the global monetary policy landscape, with U.S. stocks, bonds, and dollar trends entering a sensitive reaction period.
$BTC
$ETH
Trump has listed "interest rate loyalty" as a core standard, requiring interest rates to be lowered to 1% to ease pressure on national debt, which makes the candidates' positions directly impact the direction of the nomination.
The suspense of the next Federal Reserve Chair: A game dominated by doves and changes.
Powell's term ends in May 2026, and the transition for the Federal Reserve Chair is entering a sprint phase. The candidate landscape has evolved from an early "three-way contest" to a more diverse game. The current frontrunner is former Federal Reserve Governor Kevin Walsh, backed by Wall Street and Treasury Secretary Basant, advocating a combination of rate cuts and balance sheet reduction, which aligns with Trump's policy demands and is seen as a "safe option" to maintain market discipline, keeping the nomination probability at the forefront.
Current Federal Reserve Governor Christopher Waller has gained support from the business community with a rigorous logic for rate cuts, emphasizing the independence of the Federal Reserve, making him a key candidate to balance political interference. Meanwhile, BlackRock executive Rick Riedel has emerged as a dark horse, unencumbered by political baggage and strongly supporting a reduction of rates to a neutral level of 3%, giving him an advantage in the Senate confirmation process.
Trump has listed "interest rate loyalty" as a core standard, requiring interest rates to be lowered to 1% to ease pressure on national debt, which makes the candidates' positions directly impact the direction of the nomination. It is reported that the nomination may be announced around the Davos Forum, and the final candidate will not only determine the rate cut pace in 2026 but also reshape the independence of the Federal Reserve and the global monetary policy landscape, with U.S. stocks, bonds, and dollar trends entering a sensitive reaction period.
$BTC
$ETH
#下任美联储主席会是谁？
Trump lists "interest rate loyalty" as a core criterion, demanding that interest rates be lowered to 1% to alleviate pressure on national debt, which makes candidates' positions directly influence the direction of nominations.
The suspense of the next Federal Reserve Chair: The game and changes dominated by doves.
Powell's term ends in May 2026, and the selection process for the Federal Reserve Chair enters a sprint phase, evolving from the early "three-way competition" into a diversified game. The current frontrunner is former Federal Reserve Governor Kevin Walsh, endorsed by Wall Street and Treasury Secretary Basent, advocating a combination of interest rate cuts and balance sheet reduction, aligning with Trump's policy demands while being seen as a "safe option" to maintain market discipline, keeping nomination probabilities at the forefront.
Current Federal Reserve Governor Christopher Waller has gained support from the business community with a rigorous logic for interest rate cuts, emphasizing the independence of the Federal Reserve, becoming a key candidate to balance political interference. Meanwhile, BlackRock executive Rick Riedel has emerged as a dark horse, unburdened by political ties and strongly supporting interest rate cuts to a neutral level of 3%, possessing advantages in the Senate confirmation process.
Trump lists "interest rate loyalty" as a core criterion, demanding that interest rates be lowered to 1% to alleviate pressure on national debt, which makes candidates' positions directly influence the direction of nominations. It is reported that the nomination may be announced around the Davos Forum; the final choice will not only determine the pace of interest rate cuts in 2026 but will also reshape the independence of the Federal Reserve and the global monetary policy landscape. U.S. stocks, bonds, and the dollar have entered a period of sensitive reactions.
$BTC
$ETH
Trump lists "interest rate loyalty" as a core criterion, demanding that interest rates be lowered to 1% to alleviate pressure on national debt, which makes candidates' positions directly influence the direction of nominations.
The suspense of the next Federal Reserve Chair: The game and changes dominated by doves.
Powell's term ends in May 2026, and the selection process for the Federal Reserve Chair enters a sprint phase, evolving from the early "three-way competition" into a diversified game. The current frontrunner is former Federal Reserve Governor Kevin Walsh, endorsed by Wall Street and Treasury Secretary Basent, advocating a combination of interest rate cuts and balance sheet reduction, aligning with Trump's policy demands while being seen as a "safe option" to maintain market discipline, keeping nomination probabilities at the forefront.
Current Federal Reserve Governor Christopher Waller has gained support from the business community with a rigorous logic for interest rate cuts, emphasizing the independence of the Federal Reserve, becoming a key candidate to balance political interference. Meanwhile, BlackRock executive Rick Riedel has emerged as a dark horse, unburdened by political ties and strongly supporting interest rate cuts to a neutral level of 3%, possessing advantages in the Senate confirmation process.
Trump lists "interest rate loyalty" as a core criterion, demanding that interest rates be lowered to 1% to alleviate pressure on national debt, which makes candidates' positions directly influence the direction of nominations. It is reported that the nomination may be announced around the Davos Forum; the final choice will not only determine the pace of interest rate cuts in 2026 but will also reshape the independence of the Federal Reserve and the global monetary policy landscape. U.S. stocks, bonds, and the dollar have entered a period of sensitive reactions.
$BTC
$ETH
#下任美联储主席会是谁？
Trump lists "interest rate loyalty" as a core criterion, requesting that interest rates be lowered to 1% to ease the pressure of national debt, which means that the candidates' positions directly influence the direction of nominations.
The suspense surrounding the next Federal Reserve Chair: The game and changes dominated by doves.
Powell's term ends in May 2026, and the transition for the Federal Reserve Chair is entering a sprint phase, with the candidate landscape evolving from the initial "three-way contest" to a diversified game. The current top contender is former Federal Reserve Governor Kevin Walsh, who has the endorsement of Wall Street and Treasury Secretary Basant, advocating for a combination of interest rate cuts and balance sheet reduction, which aligns with Trump's policy demands and is seen as a "safe option" to maintain market discipline, keeping the nomination probability at the forefront.
Current Federal Reserve Governor Christopher Waller has gained support from the business community with his rigorous interest rate cut logic, emphasizing the independence of the Federal Reserve, making him a key candidate to balance political interference. Meanwhile, BlackRock executive Rick Riedel has emerged as a dark horse, free of political baggage and strongly supporting lowering rates to a neutral level of 3%, giving him an advantage in the Senate confirmation process.
Trump lists "interest rate loyalty" as a core criterion, requesting that interest rates be lowered to 1% to ease the pressure of national debt, which means that the candidates' positions directly influence the direction of nominations. It is reported that the nomination may be announced around the Davos Forum, with the final candidate not only determining the pace of interest rate cuts in 2026 but also reshaping the independence of the Federal Reserve and the global monetary policy landscape. The trends in U.S. stocks, bonds, and the dollar have entered a sensitive reaction period.
$BTC
$ETH
Trump lists "interest rate loyalty" as a core criterion, requesting that interest rates be lowered to 1% to ease the pressure of national debt, which means that the candidates' positions directly influence the direction of nominations.
The suspense surrounding the next Federal Reserve Chair: The game and changes dominated by doves.
Powell's term ends in May 2026, and the transition for the Federal Reserve Chair is entering a sprint phase, with the candidate landscape evolving from the initial "three-way contest" to a diversified game. The current top contender is former Federal Reserve Governor Kevin Walsh, who has the endorsement of Wall Street and Treasury Secretary Basant, advocating for a combination of interest rate cuts and balance sheet reduction, which aligns with Trump's policy demands and is seen as a "safe option" to maintain market discipline, keeping the nomination probability at the forefront.
Current Federal Reserve Governor Christopher Waller has gained support from the business community with his rigorous interest rate cut logic, emphasizing the independence of the Federal Reserve, making him a key candidate to balance political interference. Meanwhile, BlackRock executive Rick Riedel has emerged as a dark horse, free of political baggage and strongly supporting lowering rates to a neutral level of 3%, giving him an advantage in the Senate confirmation process.
Trump lists "interest rate loyalty" as a core criterion, requesting that interest rates be lowered to 1% to ease the pressure of national debt, which means that the candidates' positions directly influence the direction of nominations. It is reported that the nomination may be announced around the Davos Forum, with the final candidate not only determining the pace of interest rate cuts in 2026 but also reshaping the independence of the Federal Reserve and the global monetary policy landscape. The trends in U.S. stocks, bonds, and the dollar have entered a sensitive reaction period.
$BTC
$ETH
#特朗普对欧洲加征关税
$BTC
U.S. President Trump announced tariffs on 8 European countries including Denmark, Germany, and France, with the tax rate initially rising to 10% starting February 1, and further increasing to 25% in June. This move aims to compel European nations to acquiesce to the U.S. demand for the "complete purchase of Greenland." As a self-governing territory of Denmark, Greenland's strategic location and resource value have become an obsession for the U.S., while multiple European countries firmly defend the principle of territorial sovereignty and clearly oppose this unreasonable demand.
European countries swiftly responded with strong reactions: Sweden stated bluntly that it "will not be extorted," the UK criticized the measures as "completely wrong," and the EU finalized a countermeasure plan of 93 billion euros, planning to suspend the U.S.-EU tariff agreement and initiate retaliatory tariffs. If coercive tools are employed, it will escalate the economic and trade game comprehensively. This tariff dispute, sparked by geopolitical ambitions, severely impacts transatlantic ally relations, posing a significant challenge to internal NATO consensus.
Trump's unilateral sanctions are essentially economic coercion, violating the principle of sovereign equality under international law and disrupting global trade order. European companies and U.S. consumers may become direct victims, and the rifts among allies could further weaken the cohesion of the Western camp, adding new uncertainties to an already fragile global economy.
$BTC
$BNB
$BTC
U.S. President Trump announced tariffs on 8 European countries including Denmark, Germany, and France, with the tax rate initially rising to 10% starting February 1, and further increasing to 25% in June. This move aims to compel European nations to acquiesce to the U.S. demand for the "complete purchase of Greenland." As a self-governing territory of Denmark, Greenland's strategic location and resource value have become an obsession for the U.S., while multiple European countries firmly defend the principle of territorial sovereignty and clearly oppose this unreasonable demand.
European countries swiftly responded with strong reactions: Sweden stated bluntly that it "will not be extorted," the UK criticized the measures as "completely wrong," and the EU finalized a countermeasure plan of 93 billion euros, planning to suspend the U.S.-EU tariff agreement and initiate retaliatory tariffs. If coercive tools are employed, it will escalate the economic and trade game comprehensively. This tariff dispute, sparked by geopolitical ambitions, severely impacts transatlantic ally relations, posing a significant challenge to internal NATO consensus.
Trump's unilateral sanctions are essentially economic coercion, violating the principle of sovereign equality under international law and disrupting global trade order. European companies and U.S. consumers may become direct victims, and the rifts among allies could further weaken the cohesion of the Western camp, adding new uncertainties to an already fragile global economy.
$BTC
$BNB
#黄金白银价格创新高
In early 2026, the global precious metals market experienced an epic surge, with gold and silver prices simultaneously breaking historical records. London gold once soared to $4678.58 per ounce, while COMEX gold futures approached the $4700 mark; London silver skyrocketed to $94.37 per ounce, with an increase of over 25% since the beginning of the year, showcasing a shocking scene of 'silver outperforming gold'. The domestic price of pure gold jewelry also surpassed 1450 yuan per gram, leading to a resurgence in consumer gold purchases.
This surge is the result of multiple logical resonances. The escalation of geopolitical risks, including the U.S. imposing tariffs on multiple European countries, tensions in the Middle East, and conflicts in Venezuela, have reinforced the safe-haven attributes of gold and silver; the rising expectations of interest rate cuts by the Federal Reserve and the weakening dollar index have lowered holding costs, becoming an invisible driving force behind the price increase. Meanwhile, central banks continue to purchase gold, solidifying the bottom price of gold, while silver benefits from rigid demand driven by green energy and AI data centers, compounded by a five-year global supply gap, further pushing up prices.
Many institutions are optimistic about future trends, with Citigroup predicting that gold may exceed $5000 per ounce within three months, and silver is expected to challenge the $100 mark. However, caution is advised regarding the risk of a pullback due to previous large gains; this market trend fundamentally represents a profound transformation in asset allocation logic under the reconstruction of global monetary credit.
$BTC
$BNB
In early 2026, the global precious metals market experienced an epic surge, with gold and silver prices simultaneously breaking historical records. London gold once soared to $4678.58 per ounce, while COMEX gold futures approached the $4700 mark; London silver skyrocketed to $94.37 per ounce, with an increase of over 25% since the beginning of the year, showcasing a shocking scene of 'silver outperforming gold'. The domestic price of pure gold jewelry also surpassed 1450 yuan per gram, leading to a resurgence in consumer gold purchases.
This surge is the result of multiple logical resonances. The escalation of geopolitical risks, including the U.S. imposing tariffs on multiple European countries, tensions in the Middle East, and conflicts in Venezuela, have reinforced the safe-haven attributes of gold and silver; the rising expectations of interest rate cuts by the Federal Reserve and the weakening dollar index have lowered holding costs, becoming an invisible driving force behind the price increase. Meanwhile, central banks continue to purchase gold, solidifying the bottom price of gold, while silver benefits from rigid demand driven by green energy and AI data centers, compounded by a five-year global supply gap, further pushing up prices.
Many institutions are optimistic about future trends, with Citigroup predicting that gold may exceed $5000 per ounce within three months, and silver is expected to challenge the $100 mark. However, caution is advised regarding the risk of a pullback due to previous large gains; this market trend fundamentally represents a profound transformation in asset allocation logic under the reconstruction of global monetary credit.
$BTC
$BNB
#美SEC代币化股票交易计划
In 2026, the U.S. SEC's tokenized stock trading plan marks a critical period for the global financial markets' digital transformation. This strategic shift abandons the past 'enforcement-style regulation' and establishes a clear classification system through 'crypto projects,' clearly placing tokenized stocks within the realm of traditional securities regulation, thus ending the long-standing regulatory gray areas.
The SEC's 'Innovative Exemption' regulatory sandbox allows qualified institutions to test tokenized products in a controlled environment, in conjunction with the DTCC-approved three-year pilot program, paving the way for on-chain trading of assets like Russell 1000 components. Nasdaq is simultaneously advancing its 'in-system' solution, enabling tokenized stocks to share trading rules with traditional stocks, improving settlement efficiency from T+1 to real-time delivery, significantly reducing capital occupancy costs.
This plan not only lowers the investment threshold through fractional trading but also promotes the integration of DeFi with traditional finance, fostering innovative applications such as on-chain lending. However, regulators have also clearly delineated red lines, strictly controlling synthetic tokens without real equity backing, upholding the bottom line of investor protection. This transformation not only solidifies the core position of U.S. financial innovation but also provides a 'rules-first' practical model for global asset tokenization.
$BTC
$BNB
In 2026, the U.S. SEC's tokenized stock trading plan marks a critical period for the global financial markets' digital transformation. This strategic shift abandons the past 'enforcement-style regulation' and establishes a clear classification system through 'crypto projects,' clearly placing tokenized stocks within the realm of traditional securities regulation, thus ending the long-standing regulatory gray areas.
The SEC's 'Innovative Exemption' regulatory sandbox allows qualified institutions to test tokenized products in a controlled environment, in conjunction with the DTCC-approved three-year pilot program, paving the way for on-chain trading of assets like Russell 1000 components. Nasdaq is simultaneously advancing its 'in-system' solution, enabling tokenized stocks to share trading rules with traditional stocks, improving settlement efficiency from T+1 to real-time delivery, significantly reducing capital occupancy costs.
This plan not only lowers the investment threshold through fractional trading but also promotes the integration of DeFi with traditional finance, fostering innovative applications such as on-chain lending. However, regulators have also clearly delineated red lines, strictly controlling synthetic tokens without real equity backing, upholding the bottom line of investor protection. This transformation not only solidifies the core position of U.S. financial innovation but also provides a 'rules-first' practical model for global asset tokenization.
$BTC
$BNB
#币安钱包TGE
In early 2026, Binance Wallet's TGE (Token Generation Event) continues to ignite the crypto market, establishing itself as a core launchpad for Web3 projects with a dual approach of Pre-TGE Prime Sale and exclusive subscriptions. Following the conclusion of the exclusive TGE for Unitas (UP) on January 12, the fourth phase of the Pre-TGE event for Sentient AGI (SENT) was launched on January 19, intensively focusing on AI and cross-chain tracks.
The current Binance Wallet TGE has formed a mature model: it adopts an oversubscription mechanism, with the subscription limit for individual users generally set at 3 BNB, using Alpha points as the participation threshold, and controlling the circulating supply within the range of 1%-5% of the total supply, effectively reducing market selling pressure. Its innovative strategy of 'Wallet TGE + secondary listing' has shown significant results, with an average ROI of 2.3-14.7 times, and the related trading volume surged 24 times to $90.5 million in 2025.
In terms of project types, AI and financial infrastructure have become mainstream, with SENT being favored due to its $85 million financing background and decentralized AGI narrative, while Unitas focuses on multi-asset yield generation. This model of low valuation, small releases, and strong capital endorsement provides investors with low-risk participation opportunities, while also helping Binance's ecosystem consolidate the traffic advantages of the BNB Chain, promoting the upgrade of TGE from a financing tool to an ecological co-construction hub.
$BNB
$BTC
In early 2026, Binance Wallet's TGE (Token Generation Event) continues to ignite the crypto market, establishing itself as a core launchpad for Web3 projects with a dual approach of Pre-TGE Prime Sale and exclusive subscriptions. Following the conclusion of the exclusive TGE for Unitas (UP) on January 12, the fourth phase of the Pre-TGE event for Sentient AGI (SENT) was launched on January 19, intensively focusing on AI and cross-chain tracks.
The current Binance Wallet TGE has formed a mature model: it adopts an oversubscription mechanism, with the subscription limit for individual users generally set at 3 BNB, using Alpha points as the participation threshold, and controlling the circulating supply within the range of 1%-5% of the total supply, effectively reducing market selling pressure. Its innovative strategy of 'Wallet TGE + secondary listing' has shown significant results, with an average ROI of 2.3-14.7 times, and the related trading volume surged 24 times to $90.5 million in 2025.
In terms of project types, AI and financial infrastructure have become mainstream, with SENT being favored due to its $85 million financing background and decentralized AGI narrative, while Unitas focuses on multi-asset yield generation. This model of low valuation, small releases, and strong capital endorsement provides investors with low-risk participation opportunities, while also helping Binance's ecosystem consolidate the traffic advantages of the BNB Chain, promoting the upgrade of TGE from a financing tool to an ecological co-construction hub.
$BNB
$BTC
#比特币2026年价格预测
In 2026, the price of Bitcoin will be deeply entangled in the game of cyclical laws and new variables, exhibiting high volatility characteristics, with significant predictions range from institutions. As the second year after the fourth halving in 2024, historical patterns indicate a high probability of entering an adjustment cycle, but the influx of institutional funds brought by spot ETFs is reconstructing market logic.
The market has already shown severe fluctuations at the beginning of the year, causing large-scale liquidations twice within the year, with prices retreating nearly 30% from the high of $126,000 in 2025. Institutional forecasts show polarization: Bernstein, Standard Chartered, and others are bullish up to $150,000, while optimistic expectations from Bit Mining reach a ceiling of $225,000; Fidelity and others provide a conservative support range of $65,000 - $75,000.
The halving effect on the supply side is diminishing, with the annual inflation rate dropping to 0.85%, making demand the key variable. The tightening of the global regulatory framework and the process of compliance are proceeding in parallel, with ETF capital flows, Federal Reserve policy shifts, and geopolitical situations dominating the market. Overall, Bitcoin in 2026 may fluctuate in the range of $75,000 - $170,000, with the second half of the year potentially welcoming trend opportunities amid liquidity easing.
In 2026, the price of Bitcoin will be deeply entangled in the game of cyclical laws and new variables, exhibiting high volatility characteristics, with significant predictions range from institutions. As the second year after the fourth halving in 2024, historical patterns indicate a high probability of entering an adjustment cycle, but the influx of institutional funds brought by spot ETFs is reconstructing market logic.
The market has already shown severe fluctuations at the beginning of the year, causing large-scale liquidations twice within the year, with prices retreating nearly 30% from the high of $126,000 in 2025. Institutional forecasts show polarization: Bernstein, Standard Chartered, and others are bullish up to $150,000, while optimistic expectations from Bit Mining reach a ceiling of $225,000; Fidelity and others provide a conservative support range of $65,000 - $75,000.
The halving effect on the supply side is diminishing, with the annual inflation rate dropping to 0.85%, making demand the key variable. The tightening of the global regulatory framework and the process of compliance are proceeding in parallel, with ETF capital flows, Federal Reserve policy shifts, and geopolitical situations dominating the market. Overall, Bitcoin in 2026 may fluctuate in the range of $75,000 - $170,000, with the second half of the year potentially welcoming trend opportunities amid liquidity easing.
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