BD VENTURES

💥💥Welcoming the Lunar New Year of 2026, BD Ventures would like to express our sincere appreciation for your continued trust and support.

Your partnership has been instrumental to our growth, and we truly appreciate the strong, long-term relationship we have built together. 🥂

🎉🎉Looking ahead to 2026, we are excited to deepen our collaboration and achieve even greater milestones together. 💖

🔥 The market is on fire – Is Saylor preparing to buy more BTC? 🔥

💥 As Bitcoin plummets sharply after a “flash crash,” Michael Saylor continues to signal the accumulation of more BTC, marking the 12th consecutive week of the buying strategy.
✨ The most recent purchase (9/2): +1.142 BTC (~90 million USD)
✨ Total holdings: 714.644 BTC (~49.3 billion USD)
✨ Average cost price: ~76,000 USD/BTC
✨ mNAV currently below 1 (0.90) → increased fundraising pressure

🛡 Despite reporting a loss of 12.4 billion USD in Q4, the strategy continues to pursue the “buy the dip” approach. While many are worried about a sell-off, Saylor chooses to go against the trend.

💥💥 What is ERC-8004? The new Agent standard of Ethereum is opening up the "on-chain AI economy".

🔥ERC-8004 (Trustless Agents) is a new standard proposal from Ethereum that enables AI agents to have identity, reputation, and fully on-chain verifiability, operating seamlessly across EVM networks.

🔥 Currently, there are over 21,000 agents registered under this standard — Ethereum still leads, but Layer 2s like Base, Optimism, Arbitrum… are accelerating rapidly.

💎 What can ERC-8004 do?
This standard builds 3 layers of on-chain registry:
✅ Identity Registry: Each agent is an NFT (ERC-721) – like a “decentralized passport.”
✅ Reputation Registry: Accumulates reputation points, feedback, evidence.
✅ Validation Registry: Allows third parties to verify & score important tasks.

👑 Result: Agents can self-discover – self-assess – self-trade without needing a centralized marketplace.

⭐️ Why is it important?
✅ Identity & reputation can be programmable and carried cross-chain.
✅ Supports machine-to-machine commerce.
✅ Foundation for DeFi bots, AI trading, market analysis, content automation…

📌 ERC-8004 does not eliminate risks (Sybil, validator bias…), but creates a multi-layer trust framework for the agent ecosystem.

🔈🔈 Bitcoin Market Update (BTC) – 16/02/2026

👑 Session 16/02/2026: Bitcoin continues to fluctuate in a narrow accumulation range ~$68.5k – ~$70k, reflecting a distinctly cautious sentiment in the market, with no sustainable breakout momentum yet. ETF cash flow remains weak and macro volatility continues to influence price trends.

💎 Notable news & developments:
✔️ Bitcoin price & volatility range: BTC has been continuously “sideways” around $68.9k – $69.5k, after recovering from a low near $60k – reflecting that the market structure is in a phase of supply-demand balance that is hard to break.
✔️ ETF & institutional capital flow: According to fund data, Bitcoin ETF recorded inflows during the week but also had significant outflows, indicating that institutional investors remain cautious and have not created strong buying pressure to push prices above key resistance levels.
✔️ Sentiment & market psychology: The fear & greed index has dropped significantly, and technical sentiment is still in a cautious state. Whale accumulation may support long-term price levels, but short-term volatility remains dependent on large institutional buying pressure.
✔️ Macro & CPI: US CPI data softer than expected has supported short-term risk sentiment and pulled BTC back to test the level of ~$69k, but interest rate adjustments and the direction of the Federal Reserve (Fed) remain major factors impacting capital flow into crypto.
✔️ Trading volume & liquidity: Liquidity has not yet exploded, reflecting “range-bound” conditions and buying – selling pressure is balanced around the current region.

🛡 Strategy:
✔️ Strict risk management: Keep leverage low as prices continue sideways below $70k.
✔️ Confirmed breakout: A sustainable breakout signal requires closing candles above ~$71k with increased volume.

🔥 Miners are "spending" heavily at the beginning of February – Is the selling pressure on Bitcoin increasing? 🔥

💥 On February 5–6, the amount of BTC withdrawn from miners' wallets surged:
✨ 5/2: 28,605 BTC (~$1.8 billion)
✨ 6/2: 20,169 BTC (~$1.4 billion)
🔴 This scale far exceeds the total production of January from many large mining companies (only ~2,377 BTC).

📊 Notably, this move coincides with Bitcoin's strong fluctuations from ~$62.8k to ~$70.5k.

⚠️ However, according to CryptoQuant, outflow from miners does not necessarily mean a 100% sale to the market. It may include:
✨ Internal wallet transfers
✨ Transfers to partners/other organizations
✨ Collateral, financial restructuring

⭐️ Some miners like Cango, CleanSpark are selling BTC to expand AI or pay debts, while other companies continue to accumulate.

🛡 Miners are restructuring cash flow, but there is not enough evidence to confirm "market capitulation." Short-term volatility may increase, but the long-term trend still needs to monitor ETF cash flow and institutions.

🔥 Coinbase lost 667 million USD in Q4/2025 – Trading revenue fell below 1 billion USD 🔥

💥 Disappointing business results:
✨ Net loss: 667 million USD (reversed from Q3 profit)
✨ Revenue: 1.8 billion USD (-5% QoQ)
✨ Trading revenue: 983 million USD (-6%) – rarely below the 1 billion USD mark

📉 Main reasons:
✨ The crypto market “evaporated” ~1.100 trillion USD at the end of the year
✨ Trading volume weakened, especially in the retail segment (-13%)
✨ The digital asset portfolio was affected by the sell-off

💎 Rare bright spots:
✨ Stablecoin revenue reached 364 million USD (+3%)
✨ The derivatives segment grew thanks to the integration of Deribit
✨ Coinbase has 11,3 billion USD in cash, continuing to buy back shares (~1.7 billion USD)

🛡 Coinbase remains heavily dependent on spot trading fees. As the market decreases liquidity and ETF cash flows weaken, the revenue model is immediately under pressure. Derivatives & stablecoins are becoming the new pillars, but not enough to offset the downtrend cycle.

💥💥 CFTC establishes an advisory council of 35 members, with crypto in the majority

🔥 On February 13, CFTC Chairman Michael Selig officially established the Innovation Advisory Committee (IAC) consisting of 35 members to advise on the oversight framework for blockchain, AI, and new financial technologies.

💎 Notable points:
✅ 20/35 members come from the crypto industry
✅ Featuring major players such as the CEOs of Coinbase, Ripple, Solana, Uniswap, Chainlink, Gemini, Crypto.com, Robinhood, Grayscale…
✅ Includes representatives from prediction markets (Polymarket, Kalshi)
✅ Alongside traditional financial organizations: CME, Nasdaq, ICE, DTCC…

🎯 IAC is purely advisory and does not issue regulations, but the majority presence of crypto indicates the increasing influence of digital assets in the U.S. financial structure.

👑 This move occurs alongside the Project Crypto initiative between CFTC and SEC – aiming for a clearer legal framework for the market.

📌 Signals suggest that the U.S. is gradually becoming more open to crypto?

💥💥 ETH OI sharply dropped to a 3-year low – Opportunity to form a bottom or still a risk?

💎 Notable points:
✅ Open Interest (OI) ETH decreased by over 80 million ETH in 30 days → leveraged funds are withdrawing strongly.
✅ Binance accounted for a large portion of the decline (~40 million ETH).
✅ Deep negative funding rate (-0.006) → extremely bearish market sentiment.
✅ ETH just reclaimed the $2,000 level after positive U.S. CPI.

👑 Market significance:
✅ OI decline amid price correction = the process of "liquidating leverage", cleansing weak positions.
✅ Historically deep negative funding often accompanies the possibility of a short squeeze.
✅ The current environment resembles the bottoming phase at the end of 2022.
→ Signals indicate the market is resetting leverage, reducing the risk of cascading liquidations.

📌 A decrease in OI is not necessarily negative. The market is cleansing leverage, leaning towards a stabilization/short-term bottom scenario rather than a deep drop immediately.

🔈🔈 BINANCE TET 2026: READY TO WELCOME THE "RAIN" OF GREAT FORTUNE OF THE YEAR!

💥 Binancians, this Tet do you want to give lucky money or want a Fortune Bag?
Why choose when Binance offers you BOTH!

🔥 A super Tet campaign is being prepared to "go live" with 2 extremely exciting activities.

1️⃣ Event 1: Open the Fortune Bag, receive up to $28
🔗 Join now

2️⃣ Event 2: Lucky money keeps falling, just join and there are gifts.
🔗 Join now

🔈🔈 Bitcoin (BTC) Market Update – 02/15/2026

💥 Session 02/15/2026: Bitcoin continues to fluctuate in the accumulation zone around ~$68.5k – $69.5k, still unable to escape strong selling pressure and resistance around $70k → the market lacks clear momentum for a breakout.

💎 Notable news & developments:
✔️ Bitcoin shorts reach extreme levels: The funding rate ratio of BTC has hit its lowest since the 2024 bottom, indicating that selling pressure and short positions are dominating — this could create a short squeeze opportunity if BTC surpasses ~$70.6k.
✔️ BTC ETF: “pullback” signal: Although Bitcoin ETF inflows have seen a small recent inflow (~$15.2M), overall there has been outflow for several weeks, indicating institutions remain cautious and lack strong confidence in the upward trend.
✔️ Risk sentiment & technical momentum: On-chain data and technical indicators warn of continued short-term volatility, investors are advised to be cautious even though the market seems stable around the current area.
✔️ Market sentiment has not confirmed a recovery: Although CPI cooling somewhat improves macro risk appetite, the weak Coinbase premium and ongoing ETF outflows continue to weaken demand for BTC.
✔️ Macro & financial markets: U.S. stocks closed mixed after CPI data, 10-year bond yields fell to lower levels, reflecting widespread cautious sentiment across risky assets — this pressure often extends into crypto.

🔈🔈 P2P 0-maker

💥 [Binance P2P Offer | VND] Free Maker for all P2P ads

💎 From 17:00 11/02/2026 (Vietnam time) until further notice, eligible users creating Buy/Sell ads on Binance P2P (VND region) will receive 💥free maker 💥 throughout the duration of the program.

👑 Important note: The offer applies to the VND region in Vietnam.

🔗 Details & participation conditions: https://www.binance.com/vi/events/p2p-maker-zero-fee

🔴 This is a general announcement. Products/services may not be available in your area.

🔥 Thailand officially turns on the green light for crypto derivatives 🔥
💥 The Thai government has just approved amendments to the Derivatives Act, allowing crypto to become an underlying asset for products such as futures, options, and legally listed contracts.
✨ The Thai SEC will adjust licenses for financial institutions & digital asset units to offer crypto derivatives.
✨ Collaborating with TFEX to establish mechanisms for margin, position limits, and risk governance suitable for the high volatility of crypto.
✨ Part of a 3-year plan to develop the capital market, including tokenization & crypto ETFs.
💎 This move shows that Thailand is gradually integrating crypto into the mainstream financial ecosystem, aiming for a regional crypto hub position — while still maintaining a cautious stance on crypto payments.

💥💥 BINANCE COMPLETES THE CONVERSION OF 1 BILLION USD SAFU TO BITCOIN
🔥 Binance has completed the conversion of the entire emergency SAFU fund worth 1 billion USD to Bitcoin (BTC), affirming BTC as a core long-term reserve asset.
💎 According to Arkham data:
✅ Binance just purchased an additional 304 million USD BTC
✅ Total holdings: 15,000 BTC
✅ Average cost price: ~67,000 USD/BTC
✅ Current value: > 1 billion USD
👑 The initial plan was expected to be completed in 30 days (announcement on 30/01), but Binance has finished in less than 2 weeks.
📣 Binance stated it will rebalance if the fund value drops below 800 million USD due to market fluctuations.
📌 This move continues to reinforce the narrative: BTC is the strategic reserve asset of major institutions.

🔥 Goldman Sachs holds $2.36 billion in crypto assets – Bitcoin, ETH, XRP & SOL are included in the portfolio 🔥
💥 According to the 13F report for Q4 2025, Goldman Sachs revealed it is holding over $2.36 billion in digital assets, including:
✨ Bitcoin (BTC): $1.1 billion
✨ Ethereum (ETH): $1.0 billion
✨ XRP: $153 million
✨ Solana (SOL): $108 million
📊 This investment accounts for approximately 0.33% of the total disclosed portfolio, but is enough to make Goldman one of the U.S. banks with the highest exposure to crypto currently.
⭐️ Notably, most XRP comes from spot XRP ETF funds in the U.S., which are recording relatively stable cash flows.
📈 Once skeptical of Bitcoin before 2020, Goldman has now shifted direction: participating in crypto through ETFs, structured products, and tokenization – even while still viewing it as a speculative asset.
🛡 When the "Wall Street giant" publicly holds crypto, it is not just a number – but a signal for institutional capital.

💥💥 BlackRock partners with Uniswap, bringing tokenized bond funds to DeFi – UNI surges
🔥 BlackRock officially integrates the tokenized U.S. Treasury bond fund BUIDL into the DeFi infrastructure through a partnership with Uniswap Labs and Securitize.
💎 Notable points:
✅ BUIDL shares are distributed via UniswapX – an off-chain order routing system for institutions.
✅ Trading follows the RFQ model, allowing market makers like Wintermute and Flowdesk to participate in quoting → increasing liquidity depth.
✅ BlackRock confirms it has purchased UNI tokens (quantity not disclosed).
✅ UNI rose nearly 30% at one point after the news.
👑 BUIDL is currently the largest institutional-grade tokenized fund on the public blockchain (~2.4 billion USD AUM), reflecting U.S. bond yields – different from traditional stablecoins.
📌 This is the first time BlackRock has directly utilized DeFi infrastructure for traditional financial products, marking a significant advancement for RWA & institutional DeFi.

🔈🔈 Bitcoin (BTC) Market Update – 12/02/2026
💥 Session 12/02/2026: BTC is trading around ~$67,200 – $68,000, continuing to fluctuate below the $70k mark with no clear breakout yet. The intraday range remains narrow, reflecting a short-term accumulation state.
💎 News & Notable Developments on 12/02/2026:
✔️ ETF cash flow has not created a breakout: Bitcoin spot ETF funds continue to see neutral capital inflows, with no significant breakout inflow session → the market lacks institutional catalysts.
✔️ Derivatives remain sensitive to small fluctuations: The funding rate lightly oscillates around the equilibrium level, but liquidations still occur sporadically due to thin liquidity → a range of just 1–2% is sufficient to sweep high leverage positions.
✔️ The Strategy (MSTR) narrative continues to be monitored: The market is still debating between institutions "holding long-term" versus speculative short capital flows related to BTC → psychological factors continue to dominate short-term fundamentals.
✔️ Asian market sentiment has slightly recovered after the South Korean exchange incident: Investors are closely monitoring management and systemic risk control moves, but no widespread sell-off effect has been recorded yet.
✔️ Macroeconomic Market: US stocks are fluctuating in a tug-of-war, and bond yields remain high → risk assets in general (including crypto) are still under slight "risk-off" pressure.
🛡 Strategy:
✔️ Prioritize risk management, limit the use of high leverage during the choppy sideways phase.
✔️ Monitor price reactions around the $71k area – if a breakout occurs with improved volume, only then confirm the trend.
✔️ In the event of a drop below $66k with strong selling pressure → a scenario to retest $63k may occur.

🔈🔈 HUNT FOR RED ENVELOPES NOW: BINANCE LAUNCHES "RAIN OF RED ENVELOPES" WORTH MILLIONS 2026
💥 This Lunar New Year, Binance is going big with the Red Packet program – a Rain of Red Envelopes worth millions, open to the entire community.
📣 No capital needed – just be quick to have a chance to win prizes!
🎯 How to get more chances for red envelopes – The more you share, the more plays you get
🔥 Each person starts with 1 free play.
Want to increase your chance of “grabbing wealth”? Follow these 2 ways:
1️⃣ Invite New Users
✔️ Send the Red Envelope link to friends who do not have a Binance account
✔️ They register & successfully receive the Red Envelope
➡️ You get +1 play
🔴 Maximum: 30 plays
2️⃣ Invite Existing Users
✔️ Send the link to friends who already have a Binance account
✔️ They click the link & successfully receive the Red Envelope
➡️ You get +1 play
🔴 Maximum: 3 plays
🗓 Duration: 11/02 – 21/02/2026
🎁 The more plays, the more chances to win prizes in this year’s “rain” of millions.
🔗 Join the Rain of Red Envelopes now: https://www.binance.com/referral/mystery-box/lny-2026/claim?ref=GRO_40244_3OFCF