Many people overlooked the signal in early 2026 that could change the industry's trajectory: Visa officially incorporates Ethereum into its core settlement framework. It's not a trial; it's a real transformation on Ethereum, representing a 'structural shift' in global financial infrastructure. Why Ethereum? In Visa's strategic map, while Solana supports low-latency scenarios, Ethereum is positioned as the 'anchor layer' for high-value transactions. This means that on the institutional trust scale, $ETH is an irreplaceable underlying protocol.
😱 Wall Street's 'regular army' has officially entered the market! Binance partners with Franklin Templeton
Stop looking at technical indicators; the real 'nuclear-level' transformation just detonated today! On February 11, 2026, Binance and asset management giant Franklin Templeton dropped a bombshell: the 'institutional-grade OTC collateral program' has officially launched! This is not an ordinary collaboration; this is a violent restructuring of the underlying logic of the crypto market. 🔥 Why should you feel afraid? Because the 'rules of the game' have changed! In the past, institutions had to worry about exchanges collapsing and funds being misappropriated; now, Binance has directly brought Wall Street's underlying structure onto the chain.
🚨 January Non-Farm Payroll Epic "False Prosperity" Explosion! Data Falsification? The whole internet is stunned! Predicted 66,000, but the actual result was 130,000? 🤯
Don't be fooled by the surface-level "resilience"! This 96% prediction deviation is not due to a strong economy, but rather the final trap for the bulls!
🔥 Why is this the real "big explosion"? Data is severely distorted: Such an outrageous deviation indicates that the underlying logic has already collapsed. This kind of "strength" is an unsustainable false prosperity!
Violent harvesting is about to begin: Institutions are using this wave of data to wash away leverage, and the upcoming "reversal" will be more intense than ever!
Interest rate cuts are a done deal: A persistently high economy will surely lead to disaster, and the Federal Reserve has been cornered. A rate cut in March is not an option, but a lifeline!
⚠️ Extreme Warning: The current market is "the stronger, the more dangerous"! Smart money has already reversed to short/situate for the long term the moment the data was announced!
Between February 2 and February 8, MSTR purchased 1,142 bitcoins at an average price of $78,815 each. From the perspective of short-term traders, this is taking the market with an average premium of about 5%, which does not look like 'smart money' representing institutions at all. But this reveals the fundamental difference: MSTR has never been a trader. For MSTR, Bitcoin is not a market trend, but a century-scale asset experiment. They are not betting on the price volatility after the next halving, but on a more extreme time endpoint—whether this system still holds when the Bitcoin block reward goes to zero and only transaction fees keep the network running.
Stablecoins: The clearest main line in the cryptocurrency industry
Stablecoins, the main battlefield of the cryptocurrency industry In the recent backdrop of repeated fluctuations in the cryptocurrency market and rapid capital rotation, stablecoins are gradually becoming one of the most practically demanded and feasible tracks in the entire industry. This momentum does not come from price performance, but from the way it is used. The long-discussed triangular dilemma of encryption technology—efficiency, decentralization, and secure settlement—has always been difficult to balance in most assets; however, with stablecoins, these three conditions are simultaneously met for the first time, and it's not theoretical, but being widely utilized.
Waking up, the small CME futures gap has jumped up and has been successfully filled.
After the CME futures gap jumped up and quickly filled, it indicates that the spot buying pressure is not weak, and it is not simply a case of a high pull followed by a stall; quickly filling the gap actually helps to relieve market psychological pressure.
If on Monday it does not first pull back and directly completes the filling, it often means that the main trend for this week is bullish, at least the short-term rhythm is still in the hands of the bulls.
The key observations moving forward: - Whether it can stabilize above the gap after filling - Whether a bullish structure is formed in the 4H / daily line without filling - Whether the trading volume keeps up, rather than just a single spike
If the structure continues, the target has a chance to look up to fill last week's range or gap, 84,000.
Is the 'Aftershock' More Fearsome than the Main Shock? ETH Sets 5-Minute Maximum Amplitude Record
Illusion and Reality Mainstream media reported on the major crash on 2/6, considering it the most dangerous moment in recent times. Indeed, that day was a 'trend-based' destruction. But for traders with high leverage contracts, the real reaper was actually hiding in the early hours of 2/8. You can refer to the 5-minute K-line chart of $ETH for comparison and discover an astonishing fact: today's 'aftershock', in terms of instantaneous destructive power, is even more terrifying than the 'main shock'. 2. Ironclad: Data does not lie
Figure 1: 2/6 Main Shock Moment (Waterfall Decline) Looking back at the crashes of those days, although the drop was astonishing, when broken down to 5-minute K-lines, the amplitude of a single K-line mostly fell between 2% - 3% (as shown in the figure, 3.28%).
History always repeats itself, but this time it's different. In 2020, on 0312: the pandemic was out of control, the stock market crashed, Bitcoin was halved in a single day, and the entire market saw approximately 1.2 billion dollars in liquidations. Everyone knew what they were facing. In 2022, FTX: the second-largest exchange in the world instantly went to zero, the trust system collapsed, chain liquidations spread, and the entire market saw approximately 1.5 billion dollars in liquidations. It was a death spiral of disappointment for the crypto world. On February 6, 2026, it is completely not this kind of script. No pandemic, no exchange collapses, no surprise interest rate hikes, and not even any macroeconomic negatives significant enough to make headlines.
Breaking Signal: Grayscale officially increases BNB holdings and sells ADA!
Grayscale completed a key quarterly portfolio adjustment in February, sending a strong market signal! 🔥 According to the latest SEC filings and market announcements, Grayscale's flagship fund GDLC (Grayscale Digital Large Cap Fund) made significant adjustments during the rebalancing in early February 2026: ❌ Removed: Cardano ($ADA ) ✅ Added: Binance Coin ($BNB ) Why is this important? This is not just a simple buy and sell; it represents 'institutional consensus'. Institutional passive buying has entered: GDLC is a compliant institutional investment tool in the U.S. stock market. The inclusion of BNB by Grayscale means that all traditional institutional investors purchasing this fund now indirectly hold BNB. This is an important step for BNB to gain recognition from Wall Street funds.
Significant weight: After the adjustment, BNB directly became one of the main assets in the fund, second only to BTC and ETH (with a weight of up to 5%), demonstrating a high level of confidence in BNB's market depth and liquidity. Fundamentals dominate: This portfolio adjustment is based on the standards of CoinDesk Indices. BNB successfully met the market capitalization, liquidity, and custody standards, while ADA was excluded, further confirming BNB's status as a 'blue-chip' cryptocurrency. 💡 Potential follow-up effects Don't forget, Grayscale also just submitted an application for a BNB Spot ETF at the end of January. Combined with this portfolio adjustment of GDLC, it is clear that Grayscale is fully laying out the BNB ecosystem. When institutions start to abandon the decentralized old coin ADA and bet their chips on BNB, what should we, as retail investors, do? The wind has changed, and smart money is flowing toward BNB. 🚀
Miners are busy adding machines, the real bear market hasn't knocked on the door yet
This might be the most panicked day in the market since the FTX collapse. I'm here to share some good news and some bad news. 📌 Good news: The real bear market hasn't started yet If you pull up the weekly chart of trading volume directly, you will find an interesting phenomenon: Before 2023, the bear bottom (below $30,000): The trading volume was visibly 'huge', which is a characteristic of thorough capital turnover.
From April 2023 to now: The trading volume has been steadily declining or even shrinking. Interpretation: This is because the market has not yet seen a massive panic sell-off or capital turnover. Without a 'big turnover', the current decline seems more like a severe shakeout during an upward trend, rather than a cyclical end.
Who is the Spider-Man of the 1010 liquidation event?
Market manipulation? Or is it actually just at the center of the storm? In the cryptocurrency market flash crash event on October 10, 2025 (referred to as 1010), the total market liquidation scale reached 20 billion dollars. Bitcoin suddenly dropped by about 10%, and some altcoins even experienced a nearly 99% liquidity collapse, forcing a large number of users to be liquidated in a very short time. It was only recently that this incident was brought back into discussion, and public opinion almost unanimously pointed towards Binance. Xu Mingxing publicly criticized Binance's high-interest activities as causing real and lasting damage to the market.
The Most In-Depth Analysis on the Internet: Did Vanguard Purchase More Strategy Stocks?
I saw someone share Vanguard purchases more Strategy stocks My heart is ringing alarm bells. Vanguard has always been one of the companies I admire the most, whose core logic is passive buy-and-hold, and it is unlikely to 'actively' bottom-feed and purchase more Strategy stocks. Moreover, MSTR's stock price has already dropped over 60% since last year, and theoretically, it should be reduced rather than increased. So I directly searched for the original data. I found that mainstream news basically did not report on Vanguard increasing its holdings in MSTR; related news was almost only circulated on social media platforms (Facebook, X, etc.) or appeared on cryptocurrency media like Bitget, which was relayed from The Bitcoin Historian, making it third-hand information.
Enterprise-grade chain, evolving towards 'low speculation, high verifiability' design
Recently, Hedera upgraded its mainnet to v0.69. Hedera is a preferred coin for top enterprises. In the past, there was little recognition of this coin, but it is known that cryptocurrency ETFs have launched, aside from the leading BTC and ETH, the next are mainstream L1s SOL and XRP, then the older coins LTC and DOGE that have gone through several bull and bear cycles, followed by $HBAR ETFs. Looking around, the others are all in the top 10 tokens, and even the top 10 do not yet have dedicated spot ETFs for TRX and ADA. From this perspective, it is clear how high the corporate preference for HBAR is. Hedera is a public decentralized ledger that achieves fast and low-cost transactions using Hashgraph consensus. Its core services include smart contracts, consensus, and tokenization, laying the foundation for applications in finance, sustainability, and other industries. With governance led by global enterprises and supported by open-source development, Hedera offers different ways to build DApps.
Is Binance not using USD anymore? The underlying logic of the SAFU fund being entirely in Bitcoin.
Did everyone know that Binance has a SAFU (Secure Asset Fund for Users)? In simple terms, this is the 'insurance fund' that Binance has prepared for everyone. When hacker attacks and black swan events occur, this money is used to compensate users as a lifeline. The logic behind this is the standard 'double ten rule': take 10% of revenue costs to withstand 10 times the extreme risks. Use daily income to hedge against those low-frequency but deadly disasters. In 2019, Binance was hacked for 7,000 BTC (worth 41 million dollars at the time), and it was covered by SAFU.
This weekend's crash in the cryptocurrency market came suddenly and violently, with liquidation amounts exceeding $2 billion.
The whales that earned funds from traditional assets like gold and silver thought they could inject that money into cryptocurrencies, but the market showed no mercy and harvested them directly.
Bitcoin $BTC miners have seen a shutdown rate as high as 20% in the past two days, with the overall network hash rate plummeting from 1038 EH/s to 851 EH/s. The original mining cost was around $90,000, and this wave of shutdowns mainly affected older machines from the previous cycle, causing the overall cost to drop sharply to over $70,000. If the market continues to consolidate at these prices, miners will have to grit their teeth and endure.
If all the old machines from the previous cycle were to shut down, leaving only the new equipment from this cycle, the hash rate could potentially drop further to 400-500 EH/s, and the cost could be lowered to over $40,000. This wave of shutdowns might actually be a good opportunity to buy at a low price.
The miners' bottom line price is the bearish price of Bitcoin, and only in a bear market is it a good opportunity to buy and accumulate. The traditional bosses are not around, and there is a fire sale; it's uncertain whether the bosses are really gone or if they have jumped. But in the new cryptocurrency landscape, a shutdown truly signifies the miners' surrender. Pick up the bloody chips, and start accumulating now!
Is the plunge in gold and silver wiping out the market?
You think you are looking at 'metals' but you are actually looking at 'liquidity'. At the end of January, this trend was quite magical: Gold $XAU and Silver $XAG first surged to historical highs, then experienced an almost 'cliff-like' pullback. The gold price fell by about 11–12% in a single day, while silver dropped about 31–33%, both recording a rather rare sharp decline. Many people interpret it as 'the myth of safe-haven assets collapsing'. But have you noticed that this kind of plunge is very similar to the crypto market: this is not at all the narrative of gold or silver, but rather the RWA narrative of 'high liquidity + leveraged trading + event-triggered'. It's not that 'metals are becoming brittle', it's that 'the market is becoming faster'.
The gold perpetual contract (\u003cc-34/\u003e) has surged dramatically, starting from over 4,000 in January 2026 and breaking through 5,300. Just looking at the daily candlestick chart, one might think it's a pump and dump from a meme coin, but this is the real daily gold chart erupting. The world's number one safe-haven asset, physical gold RWA, crushes Bitcoin as the 'digital gold.' Why is it rising so fiercely? Geopolitical tensions are exploding In early 2026, the U.S. military launched an operation against Venezuela, capturing President Nicolás Maduro and bringing him to New York for trial (on charges such as smuggling and terrorism). Trump publicly stated that the U.S. would 'run' Venezuela until the transition is complete and demanded 'total access' to oil and other resources. Vice President Delcy Rodríguez assumed the role of acting president
The CreatorPad event launched by Vanar Chain is essentially a promotional design of 'exchanging attention for a reward pool, driving content distribution through tasks.' By completing tasks such as posting, following, and trading, participants have the chance to share a token reward of up to 12,058,823 $VANRY . The event will run from 2026-01-20 to 2026-02-20 (UTC), and this period will undoubtedly increase the exposure of the #Vanar tag on social media. From the perspective of the project party, the strategy is extremely blunt and straightforward: directly convert the marketing budget into user rewards and use a leaderboard mechanism to incentivize creators to produce high-quality content. However, as rational investors, we must consider: can the short-term data boom translate into long-term ecological value? In the crypto space, 'narrative outpacing reality' is the norm, and only when the excitement of the event subsides does the real test of @vanar's technical strength begin.
This is a personal insight into the BNB ecosystem, and it directly provides a 'playability star rating.' (Disclaimer: This is purely a personal entertainment experience, not any investment advice) 1. Core token: $BNB Rating: ★★★★★ (5/5) Short review: Undoubtedly the king. It is the native token for paying Gas Fees on the payment chain and also a shovel for participating in Launchpool. On the BSC chain, you can't even move without BNB; there are basically no alternatives, it's a must-have. 2. BTCFi: $BBTC / $BTCB Rating: ★★☆☆☆ (2/5) Short review: Binance's officially wrapped BTC 1:1, quite a boring product. But its significance lies in 'liquidity export'—because there is a trading pair pegged to WBTC, it can serve as a relay station to Ethereum; instead of holding it long-term, it's better to hold the native BTC token.