GoodTraderP2P

🧧Guidelines for automatic transaction refunds - lifetime for traders or trading on #Binance:

💵Don't underestimate small money, high-frequency trading can even result in refunds that exceed the initial capital many times over.

1/ Register through the link: Binance.com

2/ The words 'Link' will appear with your referral, just click ok to complete.

3/ When the link is successfully established, the words 'retrieve' will appear as shown in the successful image.

👉When trading, you will get cash back to your spot wallet and future wallet.

If successful, you can send the last 3 digits of your ID for me to check again.

Binance officially returns to the tokenized stock sector through a partnership with Ondo Finance, marking a comeback after nearly 5 years of withdrawal due to legal pressure. This time, Binance lists 10 U.S. stocks and ETFs in token form on the Binance Alpha platform, including major symbols like Apple, Alphabet, Tesla, Nvidia, and the QQQ fund.

These products are not traded on the regular spot or futures market but are implemented within the framework of Binance Alpha – a testing environment built according to the regulatory framework of the Abu Dhabi Financial Services Regulatory Authority (FSRA). Notably, this service is not available to users in the U.S.

This move indicates that Binance is approaching the tokenization of traditional assets with a clearer legal compliance direction compared to the trial in 2021. The choice to collaborate with Ondo – a unit specializing in RWA – also reflects the trend of bringing traditional financial assets onto the blockchain, which is increasingly being promoted in the industry. @Binance_vietnam #creatorpadvn $BNB #BNB

Vitalik Buterin sold over 10,000 ETH after committing to fund the ecosystem

In early February, Vitalik announced that he had withdrawn 16,384 ETH from his portfolio to fund open-source software projects, new technologies, and long-term infrastructure, focusing on technology and education.

From February 2 to February 24, Vitalik sold a total of ~10,723 ETH (~$21.7M) in just about 3 weeks. Specifically, in the 3 days of February 22, 23, and 24, Vitalik sold over 3,700 ETH (~$7.3M), putting even more pressure on the price due to the market being weak in liquidity.

ETH is under tremendous pressure, losing about ~38% in the last 30 days and down ~60% compared to the peak near 5K in mid-2025.

The market decline has made any large movements from personal wallets or funds sensitive; however, the sale of ETH to commit to funding the Ethereum ecosystem had been previously announced, and currently, Vitalik still holds over ~224,000 ETH (>$400M) in main wallets. $ETH

🟢Jane Street stands behind the event marking the beginning of the downtrend in 2022
Summary of the latest allegations in Terraform's lawsuit against Jane Street:
🟠 From 2018 to early 2022, Jane Street signed a direct trading agreement with Terraform Labs.
- Bryce Pratt - former Terraform intern became the bridge between Jane Street and the Terra engineering team.
- Non-public data was shared under the guise of "investment discussion."
- ➔ Marking Jane Street as an insider.
🟠 7/5/2022 - The withdrawal before the peg breaks
- 17:44 EST, Terraform quietly withdrew $150M UST from Curve 3pool.
- Less than 10 minutes later, Jane Street allegedly withdrew $85M from the same pool.
- ➔ Jane Street seemed to have known everything that would happen and front-ran the market.
🟠 8-9/5/2022 - Public reassuring, privately hoarding?
- Do Kwon reassured that this was just a liquidity move, and Bryce Pratt texted suggesting to buy BTC/LUNA at a discounted price.
- Jump Trading was also mentioned as being involved (they participated in saving the UST peg in 2021).
- ➔ Jane Street destroyed Terraform by dumping tokens and breaking the ecosystem, claiming they would salvage Terra, while in reality, they were siphoning off the remaining meager value.
🟠 The subsequent events are well known, Terraform went bankrupt in 2024. If the US court determines there was a misuse of non-public information, this will be one of the largest insider trading crypto cases in US history.

🟢SEC appoints former legal leader of Chainlink to crypto task force

U.S. Securities and Exchange Commission (#SEC) has just appointed Taylor Lindman, former Deputy General Counsel of #Chainlink Labs, as Chief Legal Advisor for the Crypto Task Force.

🔹Lindman has over 5 years of legal and compliance experience at Chainlink, handling issues related to oracle, smart contracts, and digital asset regulations.
🔹He will play a key role in shaping how the SEC interprets and applies laws to crypto.

This move indicates that the SEC is strengthening its staff with practical experience in the industry, rather than relying solely on a purely regulatory perspective. U.S. regulatory agencies are gradually bringing people from within crypto into the center of policy-making.
$LINK

🔴 Binance denies allegations of allowing $1–1.7B of funds related to Iran

The Binance exchange has denied information suggesting that it allowed approximately $1–1.7B USDT linked to Iranian entities during the 2024–2025 period.

🔹 Some international sources indicate that the internal compliance team had previously detected suspicious funds, raising questions about risk control.

🔹 Binance responded: there is no evidence of violating sanctions, and no personnel have been dismissed for raising compliance issues.

The incident occurs in the context of Binance still facing global scrutiny following a settlement with the U.S. in 2023 related to AML violations and sanctions.

$BNB

🔵 Ethereum Foundation establishes a new DeFi team

In the context of DeFi facing legal pressure and declining market confidence, the #Ethereum Foundation officially establishes a dedicated DeFi team within the App Relations department.

🔹 Goal: to strengthen DeFi protocols in a permissionless direction, resist censorship, and reduce dependence on centralized assets.

🔹 Increase direct connections between EF and DeFi projects, instead of just providing technical support as before.

Notable personnel:
- Charles St. Louis – governance architect of MakerDAO.
- Ivan – co-founder of Gearbox Protocol.
-> This move indicates that EF wants to bring DeFi back to the core cypherpunk philosophy, focusing on security, sustainable design, and long-term directions such as DAO, ZK, and AI on-chain.
$ETH

USDT has just activated a signal only seen at the bottom of 2022. That was when $BTC
C dropped sharply but the liquidity of stablecoins ran out. The bears have used up their last efforts.

🟠 What direction is ahead for $BTC ?
📌 The non-commercial group on CME - that is, hedge funds and large financial institutions - has significantly reduced its net short position. Last week's COT report showed the net position decreased from about +1,000 contracts to -1,600 contracts within a month.
📌 What does that mean?
🔸 The major speculators have gradually shifted from short to long.
🔸 Bulls are now beginning to overpower bears on CME.
🔸 The process of unwinding shorts is occurring quite urgently -> institutional money is adding longs with urgency.
📌 This is a condition that has previously appeared before mid-term bottoms:
- April 2025: CME speculators reversed -> BTC bounced +70%.
- In 2023: Same futures setup -> BTC increased by more than +190%.
📌 BTC is attempting to defend at the 200-week EMA (~$65,000). Over the past 10 years, every time BTC touched the 200W EMA marked a panic sell candle (2015, 2018, 2020), which were all areas marking the end of the downtrend cycle.
📌 The weekly RSI is in the oversold region -> selling pressure shows signs of waning. If the 200W EMA is held firmly and a decisive bounce occurs, the nearest target will be the 100-week EMA around $85,000 by around April.
📌 However, do not rush to use leverage. $BTC needs to accumulate and sweep more liquidity before establishing a sustainable bottom. A bad scenario is not non-existent:
- In 2022, BTC broke below the 200W EMA and then fell more than -40%.
- If repeated, the price could return to the $40K range.
- Some analyses based on the "4-year cycle" framework also indicate a potential bottom range of $40K–$50K.
A sustainable uptrend will only form when volatility cools down, funding balances out, and spot/ETF returns to lead the flow of money. $BTC

$BTC currently has a very large positive order book depth in the spot market, meaning there are many buy orders waiting below. Very positive in the short term.$BTC

📍 Since the historic peak in October, Bitcoin spot ETFs have witnessed the largest capital outflow ever.

The total BTC balance in spot ETFs has decreased by approximately ~100.3K BTC compared to the ATH region.

This is the largest drawdown ever recorded since Bitcoin ETFs appeared. $BTC
Is this a good time to buy in?

📍 $17B trading volume on the first day - $IQMM has surpassed all ETF launch records
ProShares GENIUS Money Market ETF - code $IQMM - has just recorded $17B trading volume on the first day. This figure exceeds all records for an ETF:
📌 $IBIT (BlackRock's Bitcoin ETF): ~$1B on the first day
📌 BlackRock's ESG ETF (backed by pension money): ~$2B
📌 IQMM is currently being mentioned at ~8x compared to major precedents
$IQMM is not a crypto ETF. This is ProShares GENIUS Money Market ETF - a money market ETF designed to hold extremely short-term assets, primarily:
- US Treasury Bills
- High-quality commercial paper
- Liquid money market instruments
-> Essentially, it resembles a yield-bearing cash fund - similar to $BIL or $SHV - but with a listed ETF structure.
$17B is explained as coming from individual cash flows. But there is certainly involvement from large institutions or cash management structures pouring in.
It seems that those sitting on piles of cash but not trusting the US enough to buy UST want to find a place to invest. #IQMM may have exposure to UST but does not have to worry about rolling maturities. $BTC

The United States Supreme Court has officially ruled that President Trump's tariffs are illegal, with a vote of 6-3.
The U.S. is currently facing a potential tax refund of over $150B. The market immediately reacted strongly to the news.

$BTC

📍The Fed is beginning to pay attention to AI risks:
- Valuation & AI: The market is being pushed high, especially focused on a small group of AI stocks. A strong adjustment risk is "entirely possible".
- SPV and shadow capital markets: Off-balance-sheet financial structures make risks "hard to see", easily causing surprises when the market worsens.
- Private credit: Private credit is rising rapidly and has complex ties with banks/insurance. If there is an incident, the contagion effect could be significant.
- Hedge funds and leverage: Many funds use high leverage, especially in bond trading. Strong yield volatility could trigger sell-offs.
- Consumer differentiation: The low and middle-income groups are weakening, with higher debt and lower savings.
- International risks: The Fed is closely monitoring global bonds and FX because external volatility could negatively impact the U.S.

🇺🇸
Meanwhile, the White House is accelerating the progress of regulations for stablecoins. The third meeting on stablecoin yields will be held at the White House tomorrow with representatives from major players in both the banking and crypto industries in the U.S.

The White House is pushing to pass the CLARITY Act as soon as possible, as delays could cause them to lose support from voters and the crypto advocacy community in the midterm elections.

🏛️ The Fed announces the minutes of the January meeting
Internal disagreements continue within the Fed. Most officials support pausing the rate-cutting cycle, keeping interest rates at 3.5%-3.75% after the last cuts in late 2025.
There is a divide on policy priorities:
🔸 The majority want to wait for more inflation data before easing further.
🔸 Emphasizes the risk of a weakening labor market if interest rates remain high for too long.
🔸 The Fed acknowledges that inflation is cooling, but emphasizes that the process towards the 2% target may be slow and uneven.
-> A Fed pause does not mean a pivot, but rather a halt before further rate cuts. The unemployment rate not increasing further prevents the Fed from committing to the next interest rate path.
The market is currently beginning to price in the next rate cut timing as June (instead of January and March as previously).

🧧 2 EVENTS AT THE SAME TIME ON BINANCE - JUST CLICK AND YOU'LL GET A GIFT
Receive unlimited lucky money on #Binance with #BinanceWallet
The spring opening event of Binance is still ongoing and there are no limits on rewards.
✅ Randomly receive up to 28 USDT/person. (10 entries per person)
✅ Both the inviter and the invitee will receive gifts.
💡 Just click on the link below, any new user registering through any link will be AUTOMATICALLY counted as participating in both events. JOIN NOW 👇
🎁 Link 1: Directly enter the Lucky Money Rain game and complete the Fortune Bag mission to optimize rewards
https://www.binance.com/referral/mystery-box/lny-2026/claim?ref=GRO_40244_LQFD9
🎁 Create a Binance account to reduce transaction fees by 20%
https://accounts.binance.com/register?ref=BJKE4PIA
👉 Enjoy the full gifts from both events:
1️⃣ Share any link (Lucky Money Rain or Fortune Bag)
➜ Friends can receive Lucky Money Rain (Appetizer).
2️⃣ Friends complete Deposit and Trading
➜ BOTH will receive an additional Fortune Bag reward up to $28 (Main dish).
🔥 SPECIAL: Existing users clicking the link will still receive Lucky Money Rain if they haven't received it yet! Everyone gets a share.

🟠The U.S. financial market has presented an incomprehensible picture since 2022.
The market capitalization ratio of MSCI USA to the M2 money supply of the U.S. has, for the first time in history, reached 270%.
This suggests that the scale of the U.S. stock market is now 2.7 times the amount of money in the system.
From 2022 to now, this ratio has increased by +120 percentage points - more than 2 times. Compared to the past:
- It is higher than the Dot-com bubble peak in 2000 by about 40 percentage points (230% compared to the current 270%)
- It is higher than the period before the 2008 financial crisis by about 75 points.
-> This means that the current market is in a valuation zone that is far removed from actual liquidity compared to the two largest asset bubbles in modern finance.
What about the rest of the world?
- The UK and France: the market cap/M2 ratio is only around 60%, still lower than before Covid.
- Japan is only ~60%, the highest since the 1990s but still very far from the U.S.
This is the first time the market has run so far ahead of liquidity; asset prices have significantly outpaced the rate of money supply expansion.
Clearly, the market is being revalued not due to inflation but because of AI replacement trade.

🟠For the first time since 2005, the correlation between the Yen and the Topix index has turned positive.
Simply put, the Yen and Japanese stocks are rising at the same time.
In the history of the Japanese market, this is a rare occurrence. Normally, a stronger Yen puts pressure on stocks due to its impact on exports. But this time, both are going up.
In the past 12 months:
- The Yen has strengthened by about +1% against the USD
- The Topix has increased by +38%
In the past, the "strong currency + rising stocks" model often appears in long-term growth cycles such as:
- Japan 1982–1990
- Germany 1985–1995
- China 2000–2008
When capital flows believe in a real growth story, they buy both financial assets and the local currency. The Japanese market is definitely worth paying attention to; will the government's efforts bring Japan back to its peak?