TN_Crypto

Chứng khoán Mỹ lao dốc trước loạt lo ngại xoay quanh AI:
1️⃣ Sợ AI thay đổi mô hình kinh doanh của nhiều ngành từ phần mềm, tài chính đến quản lý vận tải, bất động sản.
2️⃣ Sợ gánh nặng vay nợ đổ vào đầu tư AI không tạo ra lợi nhuận đủ lớn cũng kéo nhóm big tech và chip xuống theo.
Chỉ có một số cổ phiếu ngành hàng tiêu dùng thiết yếu như Walmart, Coca-Cola xanh,... S&P 500 gãy nhanh chỉ trong ~40 phút kéo mọi thứ đổ sụp:
- Vàng lao dốc 200 giá xuống mức thấp nhất trong tuần trước khi hồi lại quanh $4,966/oz
- Bạc cũng giảm 10% chỉ trong ~20 phút
- Bitcoin gãy về gần $65K, ETH có lúc xuống dưới $1K9 và SOL dưới $80. Tổng vốn hoá thị trường Crypto -1,2% còn $2,3T.
20h30 tối nay Mỹ sẽ công bố dữ liệu lạm phát CPI tháng 1. Sau báo cáo Non-farm hôm qua, đây sẽ là dữ liệu đóng vai trò định hướng xu hướng kế tiếp của Fed.

TÂM LÝ THỊ TRƯỜNG CRYPTO CHẠM MỨC THẤP NHẤT, BINANCE GỢI Ý BITCOIN ĐANG ỔN ĐỊNH DẦN
Theo Cointelegraph, tâm lý thị trường tiền điện tử đã giảm xuống mức thấp kỷ lục. Chỉ số Crypto Fear & Greed hiện ở mức 5/100, phản ánh trạng thái sợ hãi cực độ trong cộng đồng đầu tư.
Trong gần một tháng qua, lực bán chiếm ưu thế trên thị trường. Tuy nhiên, dữ liệu từ CryptoQuant cho thấy chỉ số net taker flow đã chuyển sang dương lần đầu tiên sau chuỗi ngày bán mạnh. Điều này cho thấy áp lực bán có dấu hiệu chững lại.
Một số sàn giao dịch lớn, trong đó có Binance, ghi nhận sự gia tăng của lực mua. Đây có thể là tín hiệu cho thấy thị trường đang dần tìm lại trạng thái cân bằng sau giai đoạn điều chỉnh mạnh.
Giá Bitcoin hiện đang cố gắng ổn định quanh vùng hỗ trợ quan trọng. Dù vậy, tâm lý chung vẫn khá thận trọng và chưa có dấu hiệu bứt phá rõ ràng.
Tóm lại, dữ liệu cho thấy áp lực bán đang giảm dần, nhưng thị trường vẫn trong giai đoạn nhạy cảm và cần thêm thời gian để xác nhận xu hướng tiếp theo.
Nguồn tổng hợp

Coinbase has just introduced a new cryptocurrency wallet designed for AI agents, which are AI programs capable of making decisions and interacting directly on the blockchain according to granted permissions.
Previously, AI mainly played a supportive role such as advising, analyzing data, or answering questions. With this new wallet system, AI can automatically perform financial tasks such as tracking DeFi portfolios, rebalancing portfolios, paying service fees, purchasing data, or trading digital assets 24/7 based on configurations set by the user.

Binance exchange has just announced plans to transfer the entire user protection fund SAFU worth 1 billion USD to Bitcoin.
SAFU (Secure Asset Fund for Users) was established in 2018 to protect users in the event of serious incidents such as system attacks or asset loss. Previously, this fund was primarily held in stablecoins.
According to the announcement, the transition to Bitcoin will be carried out gradually over a period of 30 days to minimize impact on the market. Binance also stated it will periodically review the value of the fund. If price fluctuations cause the total value to drop below the committed level, the exchange will add more assets to maintain a scale of approximately 1 billion USD.

The deep correction in the crypto market is directly impacting the wealth of many industry leaders.
According to aggregated data from Bloomberg Billionaires Index and the movement of U.S. market stocks, Brian Armstrong, CEO of Coinbase, has fallen out of the top 500 richest people in the world. His estimated wealth decreased from about 17.7 billion USD to 7.4 billion USD in just a few months.
The COIN stock has lost more than 50% since Bitcoin peaked at 126,000 USD. In 2026 alone, this code dropped by about 27%, reflecting pressure from weakening digital asset prices and cautious investor sentiment.

Hong Kong is accelerating to become a global cryptocurrency asset hub by issuing a series of new legal frameworks in the ASPIRe strategy – shifting the focus from protecting retail to building a market for institutional investors.
🔹 Legal margin lending: Licensed brokerage firms can lend margin with collateral being Bitcoin & Ether, applying similar risk management standards to the stock market.

The debate erupted when information emerged suggesting that Binance holds a large portion of the supply of USD1, a stablecoin issued by World Liberty Financial, which is said to be linked to the Trump family.
Many opinions express concern that the large concentration of USD1 liquidity at one exchange could increase risks if the market experiences significant volatility.
In response to these discussions, Changpeng Zhao, CZ, stated that Binance holding a large proportion of stablecoins is not unusual. According to him, the trading volume of Binance far exceeds that of the rest of the market, and most assets on the exchange belong to users, not the company.

For more than a decade, BTC has followed a repeated motif:
More than 1,000 days of growth
Then 364 days of adjustment
And then we step into a new chapter.
What do you think, brothers?

The giant asset manager BlackRock announced that it will launch the tokenized asset fund BUIDL on Uniswap for trading through a partnership with Securitize.
Initially, the scale will be small, only organizations with assets of $5M or more will be allowed to participate, through a whitelist managed by Securitize and supported by Wintermute for liquidity.
As part of the agreement, BlackRock will purchase UNI tokens but has not disclosed the specific quantity. The price of UNI has surged more than 40% after this news!

One of the notable deals involving Ethereum has just concluded. Trend Research, the investment fund led by Jack Yi, has closed all its positions after holding a large scale.
At its peak, the fund had opened a long position in ETH worth about 2.1 billion USD and was considered one of the largest long position holders in Asia. However, when the market fluctuated sharply and sentiment changed quickly, the fund decided to withdraw completely.

🔥 CZ declares that CEX should 'open to all tokens' similar to DEX
Recently, CZ responded to Benjamin's criticism about CEX continuously listing junk coins
• CZ believes that CEX should 'open freely to all tokens' similar to DEX
Founder of the world's top 1 CEX, saying that is already bad 🙏

The Ministry of Finance is preparing to issue 3 circulars on accounting – auditing – taxation, officially bringing Vietnam's crypto out of the legal 'gray area'. This means: asset recognition, cash flow monitoring, and tax obligations.
🔹 Is AI benefiting?
Long-term holders, investors with clean cash flow and systematic strategies. The market is more transparent, scam risks are reduced, paving the way for institutional and corporate capital to participate legitimately.

The coins that have increased thousands of times that you missed over the years
2010: You missed BTC
BTC was priced at $0.05 and peaked at $126,000 -> Increase ~2,520,000 times
2016: You missed ETH
ETH was priced at $1 and peaked at $4,956 -> Increase ~4,956 times
2017: You missed ADA
ADA was priced at $0.0025 and peaked at $3.1 -> Increase ~1,240 times
2018: You missed BNB
BNB was priced at $0.1 and peaked at $1,375 -> Increase ~13,750 times

Braden John Karony, former CEO of SafeMoon, has just been sentenced to 100 months in federal prison by a U.S. court for fraudulent activities related to the SFM token.

According to the U.S. Department of Justice, Karony manipulated the token, secretly controlled and withdrew funds from liquidity pools despite previously announcing that the assets were locked. The total amount embezzled was over 9 million USD. A portion was used to purchase a house worth approximately 2.2 million USD and several luxury cars.

🚨 BTC SCENARIO AT 35K – WHAT DO YOU THINK?
A perspective that is causing strong debate:
Bitcoin may be repeating the cycle structure of 2017 & 2021 and there is a possibility of a deep drop to the 35K range before entering the next upward phase.
Sounds very “scary”… but the cyclical market always operates like that.
In the past:
• 2017 → decreased ~84%
• 2021 → decreased ~77%
• If the structure repeats → a strong sell-off is entirely possible

The founder of the FTX exchange, Sam Bankman-Fried, "blames" the lawyers for deciding to file for bankruptcy too early.
Sam Bankman-Fried, former CEO of the FTX exchange, recently unexpectedly stated that FTX has never actually gone bankrupt as the public believes. According to SBF, he never directly filed for bankruptcy for FTX. Instead, after he stepped down from management, the team of lawyers that took over the company quickly submitted the bankruptcy filing in just a few hours.

#momo
- 32.5% of the total supply has been permanently removed from circulation, executed by the community.
- 5.55% of the total supply is locked long term until December 31, 2027, also initiated and executed by the community.
It is rare to see a community demonstrate this level of commitment and long-term vision.
While the community is still relatively small, the actions of @momobsc_ speak for themselves.
The focus has consistently been on building and strengthening the ecosystem, rather than promoting short-term price narratives or making unsustainable promises.
Overlooking a structure like this could be a significant misjudgment.

CA: 0x4c963aff6f37059775abca536f32d5b895d84444

Three important crypto circulars are expected to be launched in Q1/2026, the P2P group, OTC and active traders may be strongly affected
The State Securities Commission is urgently completing 3 important circulars on crypto, expected to be submitted to the Ministry of Finance in Q1/2026. This is seen as a significant step to bring the digital asset market into a clearer regulatory framework.
Three core issues raised include: who is allowed to provide crypto services, how digital assets are recorded on the books, and how the tax mechanism will be implemented.

BITCOIN FACES A GREAT CHALLENGE AS CHINA MAY SELL 298 BILLION USD IN U.S. BONDS
According to a new report, a large portion of China's U.S. Treasury bond reserves valued at 298 billion USD may be sold in the future. This creates pressure on the global market, particularly with riskier assets like Bitcoin and other cryptocurrencies.

China's reduction of its holdings in U.S. bonds not only affects interest rates and U.S. bond yields but also causes fluctuations in the global financial market. As bond yields increase, capital may shift away from riskier assets such as stocks and cryptocurrencies.

13.4 MILLION ALTCOINS HAVE 'DIED' – HOW SEC REGULATIONS HAVE CHANGED THE MARKET
A cryptocurrency analyst recently pointed out that since 2021, up to 13.4 million altcoin tokens have completely failed. This figure reflects the increasing failure rate of digital currency projects in the market.
According to data from the research platform, more than half of the tokens that were ever listed have 'died', with over 11.6 million tokens collapsing just in 2025. The rapid growth of projects means many codes cannot exist long-term.