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#ALPHA🔥 #tge The cost of participating in the new offering today is quite high! A deduction of 0.275 BNB was made, and the current price is also at a cost of 170. Currently, the market expectation is not high. A few dozen dollars would be sufficient $BNB

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⚠️Goldman Sachs issues another warning: Is Bitcoin likely to drop to 60K? This is not an alarmist statement but a solid risk signal!

Recently, the market feels a bit like a nostalgic bear market hybrid—prices are not only grinding down, but institutional opinions are also starting to take the path of 'speaking the truth.' The latest news is that Goldman Sachs analysts have issued a rather unfriendly risk alert: they believe that the US stock market may experience a massive sell-off (in the hundreds of billions of dollars), which would have negative feedback for BTC and all risky assets. If this trend truly erupts, the possibility of Bitcoin's price being pressured down to around 60,000 dollars cannot be ruled out.

It sounds quite hardcore, but essentially it boils down to one sentence: when the stock market is pointed out as facing greater risks, high beta assets like Bitcoin are the first to be taken down.

There is a logic here that is not easy to notice: if the US stocks are massively sold off by CTAs (Commodity Trading Advisors), the pricing of all risky assets will be adjusted downward; BTC has been more correlated with stocks since the approval of ETFs; this means that when stocks are pressured, cryptocurrencies are hurt as well; this correlation is not a short-term bet on sentiment but rather a change in capital allocation at the institutional level.

In other words, this time it is not the rumored 'decoupling of BTC and US stocks,' but rather it proves a reality: when interest rate expectations are unclear + macro risks are rising, Bitcoin will not remain volatile-free.

These kinds of signals sound like 'predictions,' but they will indeed be realized in the market. Because a price drop is not due to some analyst saying it will drop to a certain point, but rather who is willing to hold on and who is running first determines the direction.

To be honest, for seasoned players: it’s nothing surprising for the price to drop to 60K. What we can pay attention to is: whether capital is willing to stay around that area, when the overall risk appetite will bottom out, and which types of players start to come back and go long.

Because if the next important support is really tested, market sentiment may truly shift from 'waiting for news' to 'starting to position.'

Goldman Sachs's 'big institutions have toughened their tone' indicates that short-term risk appetite is indeed converging, and BTC, as the most sensitive risk asset, will be the first to be repriced.
#BTC何时反弹？ #加密市场观察 #沃什美联储政策前瞻

The Air Force made a fortune, many troops are crying, this market follows the trend of the big pancake. Continuing to hold cash and observe… #加密市场回调 #BTC何时反弹？ #BTC市场影响分析

If it continues to drop like this, BNB might really reach 500 BNB. Today, a friend even said it might be a big coin starting with 2 or 3, haha, if it really goes like this, BNB would definitely go to 200! 😂😂😂#BTC何时反弹？ #美国伊朗对峙 #bnb

It's hard to break even on BNB, I can only treat it as a regular investment, buying a little when it drops. Otherwise, I don't know when I'll break even from this position I bought at...#美国伊朗对峙 #bnb #加密市场观察

Will 2026 be the hardest year for cryptocurrency? Even safe-haven assets have fallen together...

Recently, this market trend cannot simply be described as oscillation.
Bitcoin, ETH, and mainstream altcoins are all grinding downwards; the entire market feels like it has been pulled into a "risk flight mode" by some force.
In just a few days, several hundred billion in total market capitalization has been wiped out, squeezed by Federal Reserve expectations, geopolitical tensions, and various unclear macro variables that have affected risk appetite.

Price drops are normally the norm in the market, but this time it feels a bit different:

BTC once fell below around $73K, setting a new low since 2025.
ETH, SOL, and almost all mainstream altcoins are under pressure.
Even so-called "safe-haven assets" like gold and silver haven't stepped up to support the scene.

This synchronized downward rhythm is not a simple correction,
but rather resembles a macro risk reassessment + redistribution of capital structure.

To put it bluntly:
The market is not asking "where will the coins rise to" right now,
but rather "where is money willing to stop now".
When even safe-haven assets are shaking, short-term sentiment has been completely shattered.

Worse yet, the market atmosphere has been driven into an "extreme fear" zone. The Fear & Greed index is so low that it’s refreshing extreme data like an old account in a bear market.

During this phase, the easiest mistake to make is:
Focusing on prices to find the bottom
Focusing on short-term arbitrage trading
Focusing on who can best "call the rebound"

But the real market is teaching us one thing:
A drop is not a risk, but uncertainty is dominating the price.

Sometimes the price drops first because expectations are killed first;
Emotions collapse first because there’s no clear direction;
Even gold and silver not waking up indicates that capital prefers to hide in cash rather than choose any risk channel.

The experience of seasoned traders is:
This kind of phase is not about "waiting for the market to rebound",
but rather waiting for the market to find a position where capital can settle.

And this often occurs only after institutional expectations are clear and macro rhythms are well-defined.
Before that, it feels more like:
A psychological endurance test for traders.

This round of decline in 2026 is not just a simple downturn, but the market is re-pricing the entire framework of risk assets.
In this phase, focusing on sentiment is more meaningful than focusing on prices.

#美国政府部分停摆结束 #加密市场观察 #特朗普称坚定支持加密货币

Rich or poor
Come out to play for a few days first
Waiting for the market to warm up
Just like the temperature in Panzhihua
Warm and with warmth
Sooner or later the market will come
#特朗普称坚定支持加密货币 #BTC何时反弹？ #贵金属巨震

🚀 Are institutions really starting to take BNB seriously? Grayscale has included BNB in its large-cap ETF, sparking a new round of thinking!

Today, there's an interesting piece of news that many people have overlooked—Grayscale has included $BNB in its multi-asset ETF (CoinDesk Crypto 5 ETF / GDLC) during its routine adjustments.
This is not just a technical reallocation; it's a recognition signal from large institutions regarding changes in market structure.

The GDLC fund is not simple: it covers mainstream coins like BTC, ETH, SOL, and XRP, serving as a “broad-based channel” for traditional institutions participating in the crypto market. It itself represents the logic that assets beyond Bitcoin are also worth being included in long-term allocations.

Now that BNB has been added, it signifies two noteworthy points:

1. Institutions are beginning to systematically view exchange ecosystem assets positively.
2. BNB is no longer just a minor utility token for trading fee sharing; it has become part of a large-cap index allocation.
In a time of low market sentiment, this move is more tangible than simply saying, “I’m bullish on BNB.”

Market structure is quietly changing.
Previously, international institutions focused more on BTC/ETH; now they want to see the performance of a basket of assets rather than betting on a single item. This “component stock-style allocation” approach is crucial for the evolution of market understanding.

Many people are fixated on spot prices, shouting “the market is bad, there’s no liquidity,”
but the real direction often comes from which assets are included in institutionalized products,
because real money won't scatter around due to short-term emotions;
it only cares about whether there are institutionalized channels to amplify allocations.

This GDLC adjustment places BNB alongside these large-cap assets, undoubtedly sending a subtle message to the Binance ecosystem:

“We are willing to let it into the mainstream diversified investment basket.”

Of course, this doesn’t mean BNB will explode tomorrow;
but in a market as cold as a refrigerator that’s been sitting for two days,
institutions are not just making statements; they are gradually placing their bets into structured products.

To clarify today’s signal simply:
When institutions start treating ecosystem assets like BNB as part of the ‘large market’ for allocation, it indicates that the market structure is re-filtering out new dominant logic.

#BNB走势 #加密市场观察 #特朗普称坚定支持加密货币

🚀 Institutions are quietly accumulating ETH, while you are still watching the price? This signal is worth paying attention to more than the rise!

Recently, a very thought-provoking update from the blockchain community —
BitMine, owned by Tom Lee, has significantly increased its holdings by approximately 41,788 Ethereum. This week, they continued to expand their positions, allowing their ETH inventory to surpass 4,280,000+ coins, accounting for about 3.5% of the total circulating supply. Even when the price fell from $3,000 to just over $2,300, the pace of institutional buying not only didn't stop, but accelerated.

In the words of an old player —
This doesn’t look like institutions are “gambling on price bottoms,” but more like betting on future structural wins.
Ordinary people chase price highs and lows based on emotions, while institutions are changing the supply structure with their scale and resources.

Looking closely at this increase, there are two more intriguing points:
BitMine has no debt pressure, is cash-rich, and can accumulate while staking for returns;
Even with weak ETH prices, on-chain transaction volumes and active addresses are reaching historic highs, indicating that user behavior and real network usage are heating up, yet prices are being suppressed by macro sentiments.

To be honest, this trend is more worth ignoring than “watching which moving average is about to break.”
There are too many short-term players in the market still asking “where is the price bottom,”
while the real big players calmly say: prices and fundamentals can decouple for a long time, but changes in supply and demand structure are the long-term direction.

This also explains a common contradictory phenomenon:
When the market is down, you feel like “no one is optimistic about ETH,”
but giants like BitMine are constantly increasing and stabilizing their positions.
This is not a coincidence; it is a market game at the institutional level. Unlike retail emotions, they are laying out the core asset allocation for future cycles.

🔥 “While everyone is watching the price, smart money is watching supply and scarcity.”

Of course, this kind of action doesn’t mean the price will surge immediately,
but it gives an important signal for the future —
when big players start accumulating heavily, that’s not speculation; it’s a redistribution of chips.

So if you’re still focused on short-term fluctuations,
it might be worth looking up to see what these institutions are doing:
they are not after short-term profits,
but long-term winning rates.

#ETH #BitMine扫货 #加密市场观察

$ZAMA I really forgot.
It's not that I was conflicted after seeing it in hand,
it's that I completely forgot this matter.

Until just now when I casually opened Binance and saw this coin,
at the moment I saw the balance, my heart went "thud"—
oh, right, I did invest in this new one.

Looking at the price again, fine, it has already made all the choices for me.
I directly upgraded from "new investor" to "forced long-term holder".

This is actually quite typical of an old investor.
When the market is good, I watch the market more diligently than my own life;
when the market weakens, even the arrival of coins can be automatically categorized by my brain as "talk about it later".

And the market is the most realistic:
if you don’t sell, it won’t wait for you.
The moment you forget, time will casually push you into the mid to long term.

In this current environment, Alpha TGE really tests human nature.
In a strong market, it's a "running game",
in a weak market it feels more like "who still remembers what they have".

So how will ZAMA go from here?
In the short term, I no longer expect it to save my mood,
if it can maintain its structure, that’s passing,
if it really takes off, it’s highly likely not due to my actions this time.

This wave of reflection for myself can be summed up in one sentence:
Not every loss is due to a wrong direction,
some just forgot too completely.

The mindset of an old investor,
sometimes it’s not faith,
it’s that the memory can’t keep up with the market.#ALPHA #加密市场回调 #tge

This wave is really a collective descent, falling without any hesitation.
That kind of speed where you just realize you want to take a look at stopping losses, and the price has already done the mental preparation for you.
ETH directly started at -10% in a single day. To be honest, when I saw that moment, I had no emotions left, just one sentence:
Alright, February 1 can be written into the memory book of the coin circle again.

This kind of market situation isn't really about a specific coin,
It's that the whole market has simultaneously pressed the 'stop dreaming' button.
No narrative, no rebounds, once liquidity is withdrawn, all technical positions are just decorations.

But to be honest, after being in this for a long time, there’s a strange calmness.
In the past, during such levels of plummeting, I would question life, question the project, and by extension, question myself.
Now it’s more of a subconscious observation:
——Is it that we have reached the stage where 'emotion is cheaper than price' again?

The biggest takeaway from trading coins over the years is actually one sentence:
What you really lose is often not the market, but those few operations with the heaviest emotions.
When chasing the rise, I feel like I'm catching the trend,
But when cutting positions, I realize I'm actually providing liquidity to others.

I also didn't dodge this wave; saying it was completely unscathed would be a lie.
But at least one thing has changed:
I'm no longer in a hurry to prove whether my judgment is right or wrong, nor am I fantasizing about a quick turnaround.
Holding onto the spot, treating the decline as if I'm starting another round of strong fixed investment,
Not touching leverage, not filling positions, just focusing on doing the 'staying alive' part well.

This is how the coin circle works,
When the prices rise, everyone feels like they are the chosen ones,
When they fall, it filters out who truly plans to stay at the table for the long term.

Will February 1 be the bottom of this phase? I don't know.
But what can be confirmed is——
Every round of truly big market movements is quietly brewing during these times of no emotions, no stories, and no confidence.

The advantage of seasoned traders isn't in predicting,
It's in having seen many falls, at least knowing when to move less.

#下任美联储主席会是谁？ #美国政府停摆 #加密市场观察

$BNB If you're not careful, BNB just dropped to the 8th floor, while I'm still standing guard on the 12th floor.
To say about recovering the cost, don't think about it in the short term; this position is clearly for seasoned investors.
But fortunately, I hold physical assets, being trapped is the norm, and cutting losses makes one look unprofessional.
If it drops further, I'll keep investing to average down.
The market will fluctuate, and people will age.
I believe in CZ, I believe in Sister One, BNB will take off again.
It's just a matter of time. At worst, I'll endure another bear market #CZ币安广场AMA #瑞典上线VIRBNB #美国政府停摆 #bnb

📉 Red day on the charts, but not for your mood
Markets dip, stress skips — this one’s on me 🧧
🎁 3888 $BTTC red packets are live
When prices go down, let the vibes stay up. Tap and breathe 🌿#美国政府停摆 #下任美联储主席会是谁？ #美国政府停摆