红豆加冰

Today, two major hotspots are affecting global market nerves: on one side, the US-Iran negotiations in Oman have fallen into an awkward situation of 'talking without progress', where Trump clearly displays military posturing but is reluctant to take action; on the other side, China's regulatory authorities are rarely taking a 'dual approach', with eight ministries intensifying pressure on virtual currency regulation, while the Securities Regulatory Commission has opened the door for domestic assets to issue asset-backed securities tokens abroad. These seemingly unrelated events both conceal deep-seated power struggles among various forces. Combining the latest real-time data and dynamics, we will dissect the core logic one by one.
Part One: The US-Iran-Oman negotiations are at an impasse, and Trump's 'wait-and-see' mentality has four core aspects.

Across the ocean, OpenAI seems to have pressed the 'pause' button on Sora, but the counterattack from Chinese tech giants came faster than anyone expected.
On the eve of the 2026 Spring Festival, ByteDance launched the AI video generation model Seedance 2.0. Tim, the founder of Film Hurricane, described this moment as a 'tsunami': 'This is not a small technological innovation, but one that will sweep away all past processes and sediment in the industry.'
Feng Ji, the founder of Game Science, has a more complex experience. Amidst the shock, he rarely shows confusion:
'To use an inappropriate analogy: if AI elevates the Kardashev scale of content production from Type I to Type II civilization, not by a factor of 100, but by a factor of 10 billion, what kind of world would that be? I don't know.'

Before the Spring Festival holiday, the offshore RMB to USD exchange rate briefly broke through the 6.91 mark during intraday trading, setting a new high since May 2023. The financial strategic adjustments beneath the surface of market fluctuations are prompting deep reflections on the direction of the economy.
As the Spring Festival holiday approaches, the RMB exchange rate continues to appreciate. On February 10, both the offshore and onshore RMB to USD exchange rates briefly broke through the 6.91 mark during intraday trading, with the RMB to USD central parity rate reported at 6.9458, an increase of 65 basis points, both setting new highs since May 2023.
Against the backdrop of a weakening US dollar index, the onshore RMB to USD spot exchange rate reached a high of 6.9539 during intraday trading on January 26, setting a new high since May 17, 2023. In the offshore market, the offshore RMB to USD exchange rate reached a high of 6.9445 during intraday trading on January 26, marking a new high since May 13, 2023.

Munger is called a 'master reader' not only because he reads a lot but because he transforms reading into a system of wisdom and decision-making. Here are the clues he left behind:

📚
Investment and Persistence

Reading is a high-cost activity that requires ongoing investment of time. Munger takes books wherever he goes, and without fail, reads before breakfast.
Without a significant amount of time immersed, it's hard to truly excel—just like someone who has never been in the water cannot learn to swim.

🧠
Understanding and Connection

The real difficulty in reading lies in merging information with personal experiences, weaving it into a 'web of thought.'

The cryptocurrency market is in turmoil, with two 'super bulls' suddenly conceding defeat, yet on-chain data reveals an even more astonishing secret.
Recently, the crypto market has experienced an 'epic' crash, with Bitcoin's price briefly falling below $60,000 and Ethereum also experiencing a significant drop. Meanwhile, two of the three well-known 'super bulls' in this round of market have declared defeat and exited.
However, on-chain data reveals a more astonishing secret than market fluctuations: the address marked as '1011 Internal Giant Whale' used the same Binance deposit address as Trend Research under Yi Lihua.

Ultimately, what makes you money may not be the precise predictions, but the ability to adapt to changes.
The past week will be recorded in market history.
The Dow Jones Industrial Average has first broken through the 50,000-point mark, Bitcoin plunged over $10,000 in a single day, precious metals experienced a crazy roller coaster... however, after five nerve-wracking trading days, the S&P 500 Index only fell by 6 points this week—what is going on?
01 Confusion in Extreme Volatility
The market is operating in new ways.
In the mid-term update on February 4th, we wrote: 'On Wednesday, the reversal at the close was once again met with selling, presenting a clear large-volume distribution pattern. A gap down and continued decline are imminent.'

Waking up, global assets are in a state of wailing, and the capital giants of old European money are quietly showing their fangs.
The global market has just undergone a sudden bloodbath—Bitcoin has plummeted from a high of $73,000 to $63,000, on the verge of breaking the psychological threshold of $60,000.
This is not just a disaster for cryptocurrencies; the three major U.S. stock indices have collectively plummeted, with tech stocks leading the decline, and traditional safe-haven assets such as gold and silver have not been spared.

01 Global Asset Avalanche
In the early hours of September 5, the financial markets suddenly stirred up a storm. Bitcoin fell more than $10,000 in just a few hours, dropping from $73,000 straight to $63,000.

When the earnings report of tech giant Microsoft could not satisfy the market's extreme thirst for growth, and when the last cash and credit line of investors were exhausted, a 'spring robbery market' quietly descended, driven by both the industry itself and market leverage.
At the beginning of February 2026, the global market experienced an indiscriminate cold wave. From U.S. stocks to gold, from Bitcoin to the Nikkei index, asset prices collectively plummeted. The S&P 500 index fell by more than 1% in a single day, and the Nasdaq's decline was even greater.
The cryptocurrency market staged a terrifying scene: Bitcoin free-fell from $73,000 to around $60,000 within 24 hours, evaporating nearly a trillion dollars in market value.

Since the beginning of this year, the volatility in financial markets has never ceased. After quickly retracing from a historic high, the S&P 500 index, Bitcoin repeatedly testing key resistance amid controversy, and gold quietly breaking through historical highs. Is there a common logical clue behind these seemingly isolated market movements? Professional investors are confronted not only with price fluctuations but also with the deeper mechanisms and narrative changes driving these fluctuations.
I. U.S. Stocks: The Game of Technical Patterns and Liquidity
January 31, the S&P 500 index presented a typical 'distribution pattern' on the 30-minute chart - despite a gap down in the overnight session, the market resiliently rebounded close to the previous high, but the subsequent straight drop exceeded 110 points, exposing the fragility of the internal structure. This trend highly aligns with the 'black path' proposed in the (swing market research report): the index is advancing towards the 6464-point area in late February to digest the monthly level overbought RSI readings.

An X account with 863,000 followers, featuring group photos of several blockchain giants 'personally endorsing' it, along with the aura of Forbes elite list and the Chief Revenue Officer of BNB Chain. It appears to be an industry authority, but in reality, it is a carefully designed scam.
CZ's screenshot of the X account revealed a false group photo posted by Wei Wei, where the color of CZ's clothes did not match his usual dressing habits, showing clear signs of forgery. This discovery not only exposed a potential scam trap but also sounded the alarm for the entire cryptocurrency community.

01 Masquerade Ball
The world of cryptocurrency has once again staged a farce that is difficult to distinguish between reality and fake. In February 2026, Binance founder CZ issued a warning on social media X, revealing the fraudulent behavior of an account with 863,000 followers named 'Wei Wei'.

In an email from 2016, Jeffrey Epstein showcased his connections in the crypto world to a Saudi contact: “I have spoken with some Bitcoin founders, and they are all very excited.”
A hidden chapter in the history of digital currency slowly unfolds with the exposure of the Epstein documents. While ordinary investors are still analyzing Bitcoin's candlestick charts, a crypto network that spans finance, technology, and the core of power has quietly woven itself during the infancy of digital currency.
The key nodes of this network include the edges of the Satoshi Nakamoto mystery, the sources of funding for Bitcoin core developers, academic appointments of senior regulatory officials, and the investment layout of Silicon Valley tycoons.

With silver plummeting 28%, Bitcoin crashing, and the South Korean stock market's circuit breaker being triggered, a financial storm sparked by a personnel appointment across the ocean is sweeping through global markets.
Silver prices plummeted 28% on January 30, marking the worst single-day performance since 1980; gold fell 9%, the largest drop since 2013.
Meanwhile, Bitcoin has fallen below $80,000, marking its lowest level since April 2025.
Earlier, the South Korean stock market triggered a circuit breaker. These seemingly scattered events all point to the same ignition point: U.S. President Trump nominated Kevin Walsh as the next chairman of the Federal Reserve.

🚀 The Next-Gen Web3 Infrastructure is Here: Why Vanar Chain ($VANRY ) Is Building for Real Adoption

We're entering an era where scalable, stable, and truly usable infrastructure defines the future of Web3. While many projects chase hype, @Vanar is engineering the foundation for mass adoption — focusing on gaming, AI, and immersive digital experiences.

Here’s what sets Vanar Chain apart:
✅ High Performance & Low Costs: Powered by a unique hybrid consensus mechanism (PoR + DPoS + PoA), Vanar achieves rapid transaction finality, near-zero congestion, and consistently low fees — essential for high-frequency applications.
✅ Strategic Alliance with NVIDIA: By integrating NVIDIA’s top-tier computing power, Vanar is supercharging its infrastructure, enabling faster, more reliable, and scalable Web3 solutions.
✅ Built for Developers & Creators: From seamless interoperability to robust tooling, Vanar prioritizes developer experience, allowing creators to build interactive worlds, tokenized assets, and AI-driven applications without friction.
✅ Eco-Friendly & Compliant Ready: With a clear ESG focus and forward-thinking compliance design, Vanar is positioning itself as a sustainable and institution-ready platform.

$VANRY isn’t just another token — it’s the engine of this ecosystem. It powers network activity, supports long-term incentives, and aligns everyone in the chain’s growth. While others speculate, Vanar is solving real-world infrastructure challenges: optimizing RPC reliability, leveraging enterprise-grade networks like Google’s to minimize data loss, and preparing for the future of AI and tokenized economies.

As we watch the AI and Web3 landscapes evolve, the question isn't just who will survive — it's who will thrive. Vanar answers with a “service-first” physical and digital infrastructure designed for stability, scalability, and real utility.

Join the movement. Build, create, and grow with a chain that’s engineered for what comes next.

@Vanar #Web3 #Blockchain #AI #Gaming #NFT #DeFi

As the green stock price on Nasdaq covers the stench of dirty money, and the shiny exterior of the AI engine becomes a tool for money laundering — the astonishing scam of $APP, spanning Southeast Asia's black market and Wall Street capital, is being unraveled layer by layer!

On the Nasdaq screen, the green stock price of $APP (AppLovin) once attracted countless investors, touted as 'the AI-driven future of mobile internet.' But a 36-page forensic investigation report tore apart its grim facade — it is not a tech unicorn but a 'money laundering machine' for Southeast Asian criminal groups.
On January 21, 2026, in the face of money laundering allegations from CapitalWatch, AppLovin urgently responded with Yahoo Finance, dismissing the accusations as 'false and economically unfeasible.' However, this pale defense not only failed to clear its suspicions but also exposed its compliance failures and securities fraud in the face of irrefutable evidence. More significantly, CapitalWatch has explicitly warned: three more solid reports are set to be released, and this storm surrounding $APP is just beginning.