Cherry车厘子

To this day, grassroots Xiao He has been building for 23 days. Many people will say that the construction is useless, why after 23 days is there still only 20k. But I don't think so. Even if the team doesn't have that many chips, even if the operations have completely lost money (members purchase 1000u, blue V and various updates 900u, Mac virtual machine plus big data model 700u), we still insist, because we just want to express a message to all colleagues building with BSC. If we do not believe and do not build a community, then our living space in web3 will only get smaller and smaller. This is not just a voice for Xiao He, but also a voice for many others who are also grassroots.

In February 2026, the cryptocurrency market is like a long, muddy road after rain: everyone is moving forward, but the steps are heavy, and mud splashes everywhere. Bitcoin has just dropped below 80k and is now hovering around 77k, having evaporated nearly 10% in a week, hitting a nine-month low. The total market capitalization has shrunk by over a hundred billion, with leveraged liquidations exceeding 800 million dollars. Solana is following the overall market trend, having significantly retraced from last year's highs, currently oscillating in the 100-120 dollar range (some data shows around 101-117), holding onto key support but struggling to rebound. The sentiment is extremely divided: some are shouting, "Bear market confirmed, prepare cash for winter," while others say, "This is institutions washing out, the bottom is just around the corner." The reality is probably somewhere in between—February 2026 is not a month of collapse, but neither is it a month of rebound; it is a period of "endurance": those who can endure will be able to wait for the next wave of real sunshine. Looking at the macro backdrop, there are no surprises, but it hasn't completely collapsed. The Federal Reserve's rate cut expectations are slowing down, with rates stable around 3%, and the pause in QT provides some relief, but persistent inflation + geopolitical uncertainties (tariffs, geopolitical friction) can flare up at any time. Bitcoin, as a risk asset, still has high correlation; even minor fluctuations in US Treasury yields can set the pace. If BTC can stabilize between 75k-78k, it can at least hold the bottom line in the short term; if it breaks below 75k again, it might seriously test the "institutional bottom." Among mainstream voices, some Wall Street predictions suggest it could return to 100k+ by the end of the year, but short-term bets show nearly the same heat for bearish positions below 75k and bullish positions for 100k. ETF inflows are slowing down, with even some months experiencing net outflows, indicating that institutions are still "watching and testing the waters," not yet in the mindless all-in phase. On the Solana ecosystem side, short-term prices are under pressure, but the underlying story hasn’t ended, instead reaching critical points. Network upgrades are steadily progressing: the Firedancer hybrid client (Frankendancer) has already captured a significant share on the mainnet, and consensus layer optimizations are bringing actual throughput improvements. The Alpenglow upgrade is expected to land in Q1, aiming to reduce finality to very low levels, and combined with Firedancer, true TPS can take another step up (currently daily at 3k-5k, with higher peaks). If these go smoothly, Solana's narrative of "high-performance internet capital markets" will be more solid. On the institutional side, discussions about Solana ETFs remain heated (if the regulatory window opens, the probability continues to rise), and payment scenarios are also opening up—stablecoins + settlement use cases are continuing to grow. The current price looks painful, but if these resonate, the rebound space by the end of the year could be larger than most altcoins. The truly hard narrative, where institutions are really pouring money, still revolves around two main lines: RWA— from concept to large-scale implementation.

In 2026, the crypto market is undergoing a silent yet profound 'coming of age.' In the past, we loved to say 'four-year cycle,' halving - bull market - bubble - bear market, as if it were as precise as a clock. But as we enter early 2026, many old players suddenly realize: this clock seems to be off. Bitcoin is no longer just the story of 'digital gold'; it is beginning to be regarded as a macro asset; Layer 1s like Solana and Ethereum are no longer just competing on who has the higher TPS, but rather on who can truly retain users, retain TVL, and retain 'cash flow.' I have seen too many posts on Binance Square: some say 'the bull market is over, prepare for winter,' while others claim 'the traditional cycle is dead; this wave is an institutional super cycle.' Both voices have their merits, but the truth may lie somewhere in between — 2026 is neither a year of frenzied celebration nor a complete ice age, but rather a 'watershed year': distinguishing who has a true narrative and who is merely a traffic password. Let’s start with the hardest macro backdrop. The global liquidity environment is undergoing subtle changes. The Federal Reserve's rate cuts are much slower than in 2025, and interest rates are likely to drop to around 3% by the end of 2026, but the pause in quantitative tightening (QT) has given the market some breathing room. The performance of the U.S. economy is relatively better than that of Europe and the UK, but inflation remains sticky, and geopolitical risks (Middle East, Taiwan Strait, Russia-Ukraine) could ignite risk-averse sentiment at any time. The crypto market's sensitivity to liquidity is several times that of the stock market, so the overall tone for 2026 is likely to be **'volatile upward, but always ready for a major pullback.'** The attribute of Bitcoin as a 'macro-sensitive asset' is becoming increasingly obvious. Many institutions no longer simply look at the halving cycle but consider its correlation with U.S. Treasury yields, the U.S. dollar index, and risk assets. If BTC can still hold above $100,000 in 2026, that would already be considered a very strong performance. Mainstream predictions roughly fall between $75k and $225k, with the median around $130k to $160k (depending on whether you ask Wall Street or on-chain natives). But what’s truly interesting is the reshuffling of altcoin narratives. The hottest directions in 2025 have already shown clear differentiation by 2026: RWA (real-world asset tokenization)

Gold and silver staged an epic waterfall! Brothers, wake up! Wake up!
In the past 24 hours, the precious metals market has been directly bloodied:
Gold plummeted from a previous high of $5595+ directly below $4900, a single-day drop of nearly 9%!
Silver fared worse, dropping from a three-digit high by half, with a decline of over 25%-30%, marking the most severe single-day crash in over 40 years! This is not a correction; it is a panic sell-off + profit-taking super combination punch! A brief review of the trigger for this major drop:
The news of Trump's nomination of Kevin Warsh to succeed the Federal Reserve Chairman has landed. The market was originally most afraid of an extreme dovish or 'Trump printing money himself' type taking office, which would cause the dollar to continue to collapse and gold and silver to soar. However, Warsh is seen as a relatively 'normal' candidate who maintains the independence of the Federal Reserve, instantly relieving the market—'Oh? It won't be that crazy with the money printing?' As a result, the dollar index surged violently, real interest rates soared, and non-yielding assets like gold and silver were the first to be hammered.

Yesterday (January 30, 2026), CZ (Changpeng Zhao, @CZ
A live English AMA was held on Binance Square, marking another high-profile interaction following the last one. The broadcast time was approximately 8 PM Dubai time (GMT+4, corresponding to early morning the next day in Beijing, and morning/noon on the US West Coast), lasting about 1-2 hours and attracting tens of thousands of viewers simultaneously watching and tipping. All tip income is 100% donated to his charitable education project, Giggle Academy. The previous live session received about $28,000, and based on community feedback and rankings, the total tips for this session were also quite substantial. The background of this AMA is the recent volatility in the crypto market, compounded by various FUD (Fear, Uncertainty, Doubt) directed at Binance and CZ himself, including accusations of market manipulation by Binance, causing the major drop last October, liquidation events, and platform opacity. CZ chose to respond live on Binance Square, maintaining his usual style: straightforward, pragmatic, and to the point, emphasizing "facts over FUD" (using facts to counter fear, uncertainty, and doubt). The overall atmosphere was positive and rational, focusing more on a long-term perspective rather than short-term speculation, suitable for community members looking for substantial insights. 1. Responding to FUD and market manipulation accusations (core part, taking the longest) CZ first spent a significant amount of time clarifying several of the hottest accusations recently: regarding last October's market crash and liquidation events: he candidly stated that these accusations are "far-fetched". Bitcoin's market value has exceeded $2 trillion, and no single entity (including Binance) can materially manipulate its price. The claim that "Binance caused the crash" lacks evidence and mostly comes from competitors, retail investors unwilling to take responsibility after losses, or entities attempting to exert pressure for compensation.

Kevin Warsh's formal nomination by Trump as the next Federal Reserve Chairman (successor to Powell, with his term beginning in May) on January 30, 2026, will have a multi-layered impact on Bitcoin (BTC), with a short-term negative but potentially neutral or even positive long-term effect. The market's immediate reaction was strongly negative: after the nomination was confirmed, Bitcoin quickly fell from its recent highs to the $81,000-$82,000 range, a drop of approximately 2-6% within 24 hours, triggering over $1.6-1.7 billion in leveraged liquidations (primarily long positions). Gold also plummeted by more than 5%, the dollar strengthened, and US stock futures were under pressure. This reflects the market's immediate pricing in Warsh's monetary policy stance: he is seen as a "hawk" or "disciplined" figure, emphasizing monetary discipline, higher real interest rates, and a smaller Federal Reserve balance sheet (prioritizing balance sheet reduction), factors that are generally unfavorable for risk assets, including Bitcoin. The core logic behind the short-term negative impact is that Bitcoin's super bull market over the past few years (especially 2020-2025) largely benefited from the Federal Reserve's ultra-loose policies: massive QE (quantitative easing), zero or even negative real interest rates, and abundant liquidity. These conditions led to Bitcoin being seen as "digital gold"—a speculative hedging tool against inflation, currency devaluation, and excess liquidity. Warsh's historical record is quite the opposite: during his tenure as a Federal Reserve governor from 2006 to 2011 (including the global financial crisis), he repeatedly emphasized the upside risks of inflation. Even when the economy teetered on the brink of deflation and the unemployment rate soared to 9%, he still worried that "the upside risks of inflation outweigh the downside risks." This shows that he prioritized monetary discipline over stimulus.