CryptoBLACK

1. Introduction: The 'mystery number' that affects your wallet has arrived
Last night, were you staring at the candlestick chart or boasting in the group?
Just when everyone was debating whether BTC will break new highs or retrace to 68,000, the United States across the ocean released data that could change this year's script - 'U.S. Retail Sales Data'.
Many newcomers might ask: 'Dude, does it matter if Americans buy bread or iPhones at the supermarket for the Bitcoin in my account?'
This is a big deal! In the crypto world, we often say, 'Bull markets are made from piles of money.' And where does this money come from? It largely depends on the macro policies of the United States. Last night's data showed that U.S. retail sales in January were flat month-on-month (0.0%), far below the market expectation of 0.4%.

1. Breaking! Mining difficulty 'plummets', what happened?
In the past few days, a piece of data has gone viral in the crypto circle: Bitcoin mining difficulty has been reduced by 11.16%!
Many newcomers may be confused: isn't a decrease in difficulty a good thing? Mining has become easier, isn't that a positive?
Don't rush to conclusions. Let's first explain what 'mining difficulty' is in simple terms.
You can imagine the Bitcoin network as a 'fully automated money printing machine'. Satoshi Nakamoto set a strict rule when writing the code: an average of one block (gold) is produced every 10 minutes.

Do veteran traders also fear 'black swans'?
As a newcomer to the cryptocurrency world, do you also have this kind of anxiety?
'What if the exchange runs away?'
'If hackers steal my coins, who do I cry to?'
'Even though Binance is a big platform, what if something goes wrong?'
In this uncertain cryptocurrency market, Binance has long provided us with a 'massive commercial insurance'. Today, let's break down Binance's SAFU fund in simple terms—it's the 'last line of defense' that allows you to sleep soundly, knowing there's someone to support you when you fall.

1. Current Situation: Gold Hits New Highs, Why Should People in the Cryptocurrency Circle Be Anxious?
Recently, the performance of gold (XAU) and silver (XAG) can only be described as 'outrageous.' Gold surged to the $5000 mark in early 2026, and silver was not to be outdone, leaving many veteran investors astonished with its sharp rise.
But looking back at our 'digital gold' Bitcoin (BTC), it has been fluctuating between $80,000 and $90,000, even experiencing a 'late cold snap' at the end of January.
Newbie's Doubt: "Wasn't it said that Bitcoin is a safe-haven asset? Why isn't it rising with gold? Is it a lost cause?"

Just in the past few days, the U.S. CFTC (Commodity Futures Trading Commission) quietly updated a Staff Letter (25-40), directly naming: National Trust Banks can act as compliant issuers and issue payment stablecoins pegged to the U.S. dollar.
1. Who exactly did the CFTC move with this action?
In the past, the stablecoin market was dominated by native crypto companies like Circle (USDC) and Tether (USDT). Although they are also regulated, they are still seen as a 'makeshift operation' in the eyes of traditional financial giants.
The core point of this expansion of CFTC rules is:

In recent days, Lao Yi's remarks on 'liquidation' have gone viral in the community.
Many people panic when they see the words 'liquidation,' thinking that the industry is about to cool down. Are the big players about to run away? If you think this way, you are likely to miss the next opportunity for a doubling.
As seasoned investors, we need to understand the underlying logic behind the big players. Yi Lihua's core viewpoint can be summarized in one sentence: entering a bear market is the best time for ordinary people to reposition themselves for a comeback.
1. Why is 'liquidation' considered the highest-level layout?
The 'liquidation' mentioned by Yi Lihua does not mean despair for the industry, but rather a reallocation of assets.

Have you all noticed? The whole world has been searching for 'Bitcoin' these past few days.
Just recently (early February 2026), Google Trends showed that the global search volume for 'Bitcoin' has experienced a dramatic surge, akin to a 'bamboo shoot after a rain.' For our friends at Binance Square, this usually signals something extremely strong.
1. Why is everyone searching? (The three major driving forces behind it)
The surge in search volume is by no means coincidental; it typically indicates that 'offshore funds' are peeking in at the door.
The 'eye-catching effect' of extreme market conditions

1. What happened? The 'trigger' for this rebound
Just this week, due to rising U.S. Treasury yields and market concerns about Federal Reserve policy, the cryptocurrency market experienced one of the most severe fluctuations since the FTX incident in 2022. Bitcoin has fallen nearly half from last year's high of $126,000.
But why did it suddenly rebound sharply last night?
Physiological response to oversold rebound: After a continuous decline, the short selling power is exhausted, and a large number of buy orders (technical support) waiting at the $60,000 mark were activated.
'Smart money' is in action: The rebound of U.S. tech stocks has boosted risk appetite, and the resilience shown by Wall Street institutions (such as MicroStrategy) during the plunge has given retail investors a sense of reassurance.

I. Ragnarok: From 'Scaling Tools' to 'Sovereign Islands'
Three years ago, when we talked about L2, the light in our eyes was 'fast' and 'cheap'. But by 2026, if you are still only looking at transaction fees, it means you haven't even started.
The current situation is: Ethereum L1 has gradually degenerated into an indestructible 'settlement dam', while L2s are like the numerous tributaries flowing out from beneath the dam. According to the latest data, even after the Dencun and Glamsterdam upgrades, the transaction volume of L2 is already tens of times that of L1, but awkwardly, this value has not been reflected back to ETH itself, instead trapping users in 'cross-chain hell'.

In the cryptocurrency market, we often say 'consensus is value.' However, the highest level of consensus often arises at the moment when the most intense biases collapse. Once upon a time, JPMorgan CEO Jamie Dimon viewed Bitcoin as a 'fraud' and 'a useless stone.' However, as we enter 2026, when this king of Wall Street not only begins to offer BTC collateral loans to clients but also releases a heavyweight report stating 'the long-term appeal of Bitcoin far exceeds that of gold,' the logic of an era has completely changed.
This is not a story of slapping faces; this is a philosophical reconstruction of capital will.