Hot Altcoins: (Daily volatility greater than 50%) DENT---Volatility: 109% (Long) POWER---Volatility: 216% (Long) SIREN---Volatility: 98% (Long) ARC---Volatility: 77% (Short)
2. Sentiment Analysis (Source: PANews) -Bitfinex Report: ETF outflows and large holder sell-offs put pressure on Bitcoin, $53,000 may be a key support -Tether makes a strategic investment in global internet market platform Whop -The Ethereum Foundation releases the Strawmap draft roadmap locking in five major North Stars -ETHZilla rebrands to Forum, transitioning to RWA tokenized assets -National Computer Virus Emergency Response Center Report: The U.S. leverages technology and judicial advantages to massively confiscate global virtual currency assets -Vitalik has sold a total of 16,420 ETH, cashing out approximately $32.84 million -Supreme Court: The next steps will focus on cracking down on crimes related to money laundering using virtual currencies and underground banks -Deribit: Approximately $8.8 billion in Bitcoin and Ethereum options will expire this Friday -Vitalik has sold almost all of the 19,318 ETH in wallet “0xfeb”, currently only 8.6 ETH remain -Binance Research Institute: Market concerns over AI disrupting software may be overstated, Bitcoin is nearing a structural bottom
Hot Altcoins: (Daily volatility greater than 50%) ESP---Volatility: 109% (Long) SKR---Volatility: 48% (Long) BULLA---Volatility: 56% (Long-Short)
2. Sentiment (Source: PANews) -WisdomTree will launch 24/7 trading and instant settlement services for tokenized money market fund shares -Michael Saylor: Bitcoin is experiencing a “despair valley” similar to Apple in 2013 -Binance re-enters the tokenized stock market through collaboration with Ondo Finance -21Shares spot SUI ETF has begun trading on Nasdaq -Analysis: Bitcoin traders show “over-leveraged loss” signals, which may push prices below $44,000 -Analyst: As capital outflow accelerates, Bitcoin may face a “large-scale cleansing” dropping to $55,000 -White House: President Trump will not pardon FTX founder SBF -The U.S. Attorney's Office for the Eastern District of North Carolina announces the seizure of $61 million USDT -Caixin: 60,000 Bitcoin money laundering case will hold a legal applicability hearing in July, Chinese victims need to provide financial details by June 18 -Strategy-related wallet transferred 1,300 BTC again after two months -Ethereum treasury company FG Nexus sold another 7,550 ETH, approximately $14.06 million -Circle: Total revenue and reserve income for the full year of 2025 increased by 64% year-on-year, with USDC circulation reaching $75.3 billion by the end of Q4 -Bitwise CIO: As Wall Street accelerates the layout of on-chain facilities, there may be structural pricing errors in the crypto market
2. Sentiment (Source: PANews) -Strategy disclosed last week invested $39.8 million to increase holdings of 592 Bitcoins -Strategy currently has an unrealized loss of $7.059 billion, Bitmine has an unrealized loss of $8.208 billion -World Liberty Fi co-founder: USD1 has achieved 100% reserve support and can be verified at any time -iShares applies for listing a pledgeable Ethereum spot ETF ETHB, planned to trade on NASDAQ -An employee of a Hong Kong cryptocurrency investment company was arrested for stealing over 20 million HKD in USDT from clients -Bitcoin spot ETF saw a net outflow of $204 million in a single day, with IBIT leading the outflows -Ethereum Foundation initiates treasury staking, planning to stake about 70,000 ETH -BlackRock deposits 1814 BTC and 24472 ETH into Coinbase -Glassnode: Over 400,000 Bitcoins have been accumulated in the $60,000 to $70,000 range, forming a dense cost support zone
Hot Altcoins: (Daily volatility greater than 50%) N/A
2. Sentiment (Source: PANews) -Vitalik comments on Fileverse token incentives: Crypto applications should focus primarily on refining practical usable products -Lighter reaches USDC deposit revenue-sharing agreement with Circle -US SEC Chairman: Predicting the market is a “huge issue,” legal attention is continuing to rise -J.P. Morgan: The production cost of Bitcoin has dropped from $90,000 at the beginning of the year to $77,000 -CZ: CEX and DEX will coexist for a long time, AI × Crypto is the fastest landing area in crypto -Analysis: Tonight's U.S. inflation report may bring more positives, a level of 2.5% may open up space for rate cuts -U.S. Treasury Secretary Yellen: Completing the crypto bill as soon as possible is crucial, Trump will sign it this spring -Mixin hacker address starts transferring and suspected to sell 59,854 ETH after two years of silence -The Trump administration is preparing for the nomination of Walsh as Federal Reserve Chairman
Hot Altcoins: (Daily volatility greater than 50%) BTR---Volatility: 63% (Long) TAKE---Volatility: 154% (Long) ME---Volatility: 57% (Long)
2. Sentiment (Source: PANews) -Uniswap Labs collaborates with Securitize to provide liquidity solutions for BlackRock's BUIDL fund -BlackRock will purchase an undisclosed amount of Uniswap token UNI -Strategy CEO: The company will issue more perpetual preferred shares to ease investor concerns about stock prices -U.S. SEC Chair responds to inquiries on "relaxation of cryptocurrency regulation" -Musk: The external beta version of X Money will be launched in the next 1-2 months -Solana treasury company Upexi suffers from SOL price decline, reporting a loss of $179 million -Alameda Research liquidation address exchanged 129 million STG for 11.142 million ZRO -Coinbase CEO cashed out approximately $550 million over the past year, accounting for about 5% of holdings -Musk: xAI underwent restructuring a few days ago to improve execution efficiency -Strategy perpetual preferred stock STRC returns to a par value of $100, potentially opening space for a new round of Bitcoin accumulation
Hot Altcoins: (Daily volatility greater than 50%) STG---Volatility: 49% (Long) ZRO---Volatility: 52% (Long)
2. Sentiment (Source: PANews) -CZ shares early experiences: Worked at McDonald's at 14, average price of about 600 USD for buying Bitcoin -Goldman Sachs disclosed that it indirectly holds 2.361 billion USD in cryptocurrencies through ETFs -Robinhood's stock price fell after the earnings report due to a 38% decline in Q4 cryptocurrency revenue -Bitmine staked over 140,000 ETH again 4 hours ago, approximately 282 million USD -Michael Saylor: Concerns about Strategy selling Bitcoin are "groundless" -Grayscale report: Bitcoin price trends in sync with tech stocks rather than gold -Tom Lee: If Ethereum touches 1890 USD again, it will form a perfect bottom -OpenAI seeks an 83 billion USD valuation, expecting a net loss of 14 billion USD in 2026
2. Sentiment (Source: PANews) -Backpack announced token economics: TGE releases 25%, of which 24% is allocated to point holders -Last week, global listed companies net bought $9.283 million BTC, a decrease of 24.5% month-on-month -Bitmine purchased 20,000 ETH from FalconX again in the early morning, worth $41.07 million -Fed governor Waller: The cryptocurrency frenzy triggered by Trump may be fading -Contracts for XAUT, PAXG, and XAU gold assets have all entered the top 20 in open interest -Tether burned 3.5 billion USDT on the Ethereum mainnet
Hot Altcoins: (Daily volatility greater than 50%) RVV---Volatility: 49.5% (Short) YALA---Volatility: 56.8% (Long)
2. Sentiment (Source: PANews) -Strategy Bitcoin Strategy Manager: Will never stop buying BTC -Tom Lee: Bitcoin has recovered multiple times from crashes, the crypto market recovery has already begun -Vitalik: Algorithmic stablecoins are the real DeFi -Report: Tether is expected to hold at least 148 tons of physical gold, ranking among the top 30 gold holders globally -TON Foundation launched the payment software development kit TON Pay -Strategy purchased 1142 Bitcoins, total price approximately 90 million USD -Bitmine bought over 40,000 ETH in the past week, holding 3.58% of total supply -Strategy and BitMNR currently have a combined unrealized loss of 12.671 billion USD
Hot Altcoins: (Daily volatility greater than 50%) N/A
2. Sentiment (Source: PANews) -Traders: The key trend line for Bitcoin at $68,000 is expected to support its price----Nonsense -Arthur Hayes bought 57,881 HYPE in the last 24 hours, worth $1.91 million -Fidelity's stablecoin FIDD officially launched, open to retail and institutional investors -Trend Research's liquidation price has dropped to the range of $1,575-$1,681, with ETH accumulating losses exceeding $600 million -BitMine currently holds approximately $8.42 billion in ETH, facing a loss of $7 billion due to the drop in ETH price -PlanB proposed four bear market scenarios: in extreme cases, Bitcoin may pull back to $25,000 -Stifel: Bitcoin price may drop to about $38,000 -Deribit: Over $2.5 billion in Bitcoin and Ethereum options will expire this Friday -Strategy's Bitcoin holdings are currently facing unrealized losses exceeding $4.6 billion -Aster: Completed the destruction of tokens for the fourth and fifth phase buybacks, totaling 98.4 million ASTER destroyed -Tether announced a strategic equity investment of $100 million in Anchorage Digital
2. Sentiment (Source: PANews) -Ethena Foundation launches a 6-month “Ethena Exchange Points” incentive program -Ondo Finance launches “Global Listing” service, allowing stocks to be tokenized on the first day of IPO -Crypto.com will launch an independent prediction market platform “OG” before the Super Bowl event -WisdomTree CEO: Cryptocurrency has become a core business, tokenized assets increase to $750 million -The Big Short protagonist prototype: Bitcoin crash may trigger a $1 billion gold and silver sell-off -Trend Research stops loss of 153,500 ETH in two days, repaying 266 million USDT to reduce leverage -Due to $500 billion valuation being questioned, Tether lowers financing target to $5 billion -Analysis: An indicator shows Bitcoin may revisit cycle bottom, historically has accurately predicted multiple times -Analysis: Crypto options market signals reinforce cautious stance, $75,000 is a critical turning point for Bitcoin
Hot Altcoins: (Daily volatility greater than 50%) BIRB---Volatility: 80% (Long) CHESS---94% (Short)
2. Sentiment (Source: PANews) -Tom Lee: All signs indicate that the crypto market has hit bottom -SpaceX acquires xAI, with a valuation of $1.25 trillion -Galaxy Digital: Bitcoin may drop to $58,000 at the 200-week moving average in a few months -Glassnode: The downtrend of Bitcoin continues, and short-term stabilization may depend on the easing of sell pressure and recovery in demand -Trend Research transferred 20,000 ETH to Binance again, totaling $215 million ETH -Trend Research's main holdings account liquidation price range is between $1685.63 and $1855.16 -Trend Research deposited 35,000 ETH to Binance again, worth $80.85 million -BlackRock deposited 1134.13 BTC and 35358 ETH to Coinbase -Strategy's stock price has fallen for seven consecutive months, currently down about 75% from the historical high in November 2024 -Yi Lihua: There has been no change in expectations for a future bull market, now is the best time to buy spot
Hot Altcoins: (Daily volatility greater than 50%) RIVER---Volatility: 140% (long) I’m here---47% (short)
2. Sentiment Analysis (Source: PANews) -FTX creditor representative Sunil: The next round of fund distribution is expected on March 31, with total claims around $9.6 billion -A certain whale opened a 10x leveraged BNB short position after depositing 1,127,000 USDC into Hyperliquid after 2 months of silence -Robert Kiyosaki, author of 'Rich Dad Poor Dad': Prepare to buy when the gold, silver, and Bitcoin markets crash -Trend Research deposited 30,000 ETH into Binance again, then sold and repaid loans -Trend Research's ETH lending liquidation price dropped to around $1,830, with a loss of $562 million -Trend Research recharged 20,000 ETH to Binance to avoid liquidation -Yi Lihua: Since the top was cleared, it was indeed a mistake to be overly bullish on ETH too early -Trend Research repaid $121 million USDT withdrawn from Binance, with the liquidation price dropping to $1,810 -Analysis: The future trend of Bitcoin largely depends on whether it can hold the support level of $74,000 -Trend Research deposited another 20,000 ETH into Binance, with a total of 73,500 ETH deposited for sale and loan repayment -Trend Research's total loss on ETH has reached $554 million -BitMine and SharpLink's Ethereum holdings have unrealized losses of approximately $6.95 billion and $1.09 billion respectively -BlackRock deposited 58,327 ETH into Coinbase, valued at $13.3 million -Strategy invested $75.3 million last week to increase holdings of 855 Bitcoin -Bernstein: The short-term crypto bear market may reverse within 2026, with Bitcoin possibly bottoming in the $60,000 range -BlackRock deposited 6,918 BTC and 58,327 ETH into Coinbase Prime an hour ago
Hot Altcoins: (Daily volatility greater than 50%) CYS---Volatility: 59% (Long)
2. Sentiment (Source: PANews) -Michael Saylor: Kevin Walsh will become the first Federal Reserve Chair to support Bitcoin -Lido V3 launched on Ethereum mainnet -Tether's net profit in 2025 exceeds $10 billion, gold reserves reach $17.4 billion -Jupiter launched a permissionless P2P lending market Jupiter Offerbook -U.S. SEC: Currently working according to the operational plan during the U.S. government shutdown
Hot Altcoins: (Daily volatility greater than 50%) EPT---Volatility: 122% (Long)
2. Sentiment (Source: PANews) - A whale that bought $5.6 million XAUT deposited $3.5 million into Hyperliquid to go long on silver and gold - $131 million liquidated in the cryptocurrency market in the past hour, with long positions accounting for 90.8% - $575 million liquidated across the network in the past 24 hours, predominantly long positions - Bitmine has staked another 314,500 ETH, bringing the total staked value to $7.98 billion - MegaETH has outlined four key KPI indicators for its plan to release 53% of the MEGA token supply - SEC Chairman: The time is ripe, cryptocurrency should be allowed into 401(k) retirement accounts - Binance will convert $1 billion in stablecoin reserves from the SAFU fund into Bitcoin reserves - Binance contracts will launch platinum and palladium perpetual contracts - Aster will start its sixth airdrop on February 2, distributing 0.8% of the total supply - Bitcoin's market capitalization has dropped out of the top ten global assets, currently ranking 12th - Fed's Bostic: The Fed does not need to cut interest rates now
20260129 Review (Based on BN perpetual statistics, closing point at 22:00) 1. Market Volatility: B/E/S Performance: BTC--Volatility: 4.03% (Short) ETH--Volatility: 5.38% (Short) SOL--Volatility: 5.49% (Short)
Hot Altcoins: (Daily volatility greater than 50%) BULLA---Volatility: 159% (Long) Q---Volatility: 163% (Long-Short)
2. Sentiment (Source: PANews) -Tether CEO: Plans to allocate 10% to 15% of the investment portfolio to physical gold -Bitmine staked approximately 217,100 ETH in the last 24 hours, with a total staking value reaching $7.12 billion -Tesla's Bitcoin holdings remained unchanged in the fourth quarter, with a provision of $239 million for digital asset impairment losses -Tesla invested $2 billion in Musk's xAI -NVIDIA, Microsoft, and Amazon are negotiating to invest approximately $60 billion in OpenAI -Bitmine staked approximately 147,000 ETH again, with a cumulative staking value reaching $7.45 billion -Yi Lihua: The biggest selling point for bears is the 4-year cycle, while our core is not to miss the crypto bull market cycle -Solana chain Meme coin BP briefly broke through $14.90 million, rising 608% in 24 hours
Hot altcoins: (daily volatility greater than 50%) PLAY---volatility: 48% (long) SOMI---volatility: 57% (long) CLANKER---volatility: 50% (long)
2. Sentiment (from: PANews) -ZK technology driven Bitcoin Layer 2 network Citrea mainnet launched and issued stablecoin -Tether holds approximately 140 tons of gold, valued at about 23 billion USD -Spot gold first breaks above 5200 USD -Bitmine re-stakes approximately 113200 ETH, total staked value reaches 6.82 billion USD -Bitmine re-stakes 62,304 ETH, total staked ETH reaches 2,328,000 -PayPal former president: Bitcoin price will soar to 1.5 million USD -He Yi: The FOMO for gold and silver is not surprising, the era of Bitcoin will eventually come -Fidelity will launch a GENIUS compliant stablecoin FIDD on Ethereum