Don't scroll away, take a look at the reasons for the rebound in the crypto market and the risks to be aware of!
On the evening of February 13, 2026, the U.S. stock trading session and related markets saw a significant rebound, mainly driven by revisions of expectations following the release of the January CPI data in the United States. The core reasons are summarized as follows: - Inflation data cooling better than expected: the January CPI year-on-year growth rate is 2.4% (lower than the market expectation of around 2.5%), and the core CPI has also decreased to around 2.5%, the lowest level since 2021. This greatly alleviated the market's concerns about 'inflation accelerating again' and strengthened the narrative that the Federal Reserve may still cut interest rates in 2026 (mainstream expectations shifted from July to June, with about 3 rate cuts expected). The warming of rate cut expectations directly benefits risk assets.
Last night (February 13, 2026), gold prices saw a surge, mainly influenced by the U.S. January Consumer Price Index (CPI) data being lower than market expectations, which reignited investors' expectations for the Federal Reserve to cut rates this year. Gold prices briefly rose by more than 2%, with the spot gold settlement price approaching $5046 per ounce, and futures prices rebounded accordingly. Here is an analysis of this event: Main driving factors 1. Inflation data lower than expected: The Consumer Price Index (CPI) data for January released by the U.S. Department of Labor showed that the increase in consumer prices was less than analysts' predictions (the actual increase was about 2.4%, while the expectation was higher). This eased market concerns about persistent inflation and offset the pressure from strong employment data earlier this week (130,000 new jobs in January, exceeding the expectation of 70,000). Lower inflation typically means the Federal Reserve may cut interest rates earlier or more significantly, making gold, as a non-yielding asset, more attractive in a low-interest-rate environment.
If you are still pounding your chest and stamping your feet over today's plunge, or are ready to jump in and buy the dip, please stop.
As an old veteran who has survived the bloody storm, I must shout at you with the loudest voice. The current market is undergoing a more brutal paradigm shift than in 2022. What you think is the bottom may just be halfway down the mountain; the rebound you are expecting may just be another trap to lure buyers. The bull market flag bearer has flipped, Standard Chartered has halved its Bitcoin target price for 2026 from $150,000 to $100,000, warning it may drop to $50,000; exchanges are suffering huge losses, with COMBS unexpectedly losing $667 million in Q4, and the industry's barometer has turned red. Blood flows like a river; in the past 24 hours, over 148,000 people in the entire network have been liquidated, amounting to as much as $467 million; Ethereum has dropped 56% from its 2025 peak, poised for collapse; Bitcoin is decoupling from gold and is highly correlated with tech stocks, and the belief in digital gold is collapsing, with funds flowing from the crypto market to new favorites like AI and precious metals!
From the night before yesterday preparing the PPT, to mastering the explanation of the Binance platform $WLFI/USD1 deposit activity and the analysis of WLFI official platform deposit and lending income before the live broadcast yesterday.
Finally saw the results this afternoon, thanks to teacher @Jiayi Li , thanks to the WLFI community, for the heartfelt contributions of everyone.
Lastly, thanks to all the friends in the live broadcast room, thank you for your companionship!
What? Teacher Jia Yi is going to sprinkle money in the square for the next 10 days?
Teacher Jia Yi @Jiayi Li, as a major community supporter of WLFI, is now launching a 50K $USD1 community reward event. The event lasts for 10 days (February 4 - February 13) As long as your content in Binance Square is related to WLFI/USD1: • Discuss USD1/WLFI • Share trading or deposit activities • Analysis of the chart trends for the USD1 trading pair • Include WLFI + USD1 in the live stream, related logos / topics / identifiers are all counted. Teacher Jia Yi will randomly appear in the live broadcast room and tip directly. The event is real and valid, I should be the first fortunate one favored by Teacher Jia Yi in Binance Square. Thanks again to Teacher Jia Yi for the tip!
For several consecutive days of liquidation, how many have survived? Brothers who feel distressed can take a look at him. We need to have a big vision. 😭$BNB
On January 30th, the total liquidation amount across the internet in the past 24 hours rose to 1.681 billion USD, with long liquidations amounting to 1.574 billion USD and short liquidations amounting to 107 million USD.
A total of 270,001 people were liquidated globally, with the largest single liquidation order valued at 80.5799 million USD.
$SENT (Sentient AGI Token)current price is approximately 0.02918 USD. The 24-hour increase is +7.7%, with a trading volume reaching 218 million USD and a market cap of about 211 million USD.
SENT has risen 140% since TGE (Token Generation Event), surging 170% yesterday to 0.02972 USD, with a market cap of 225 million USD.
Sentient launched a pool of 60.7 million SENT token vouchers and activated buyback and burn mechanisms, with 50% of profits used for SENT buyback/burn, currently the community holds an optimistic sentiment.
As an open AGI platform, Sentient benchmarks against closed systems like OpenAI, further attracting investors to enter.
$BNB The current price is about 890-892 USD, Binance data shows that the BNB trading price is 889.83 USDT, and the 24-hour increase is +0.11%.
The total liquidation amount of BNB in the past 24 hours is about 4.9-5.23 million USD, mainly from long positions, with long liquidations far exceeding short ones, approximately 5.23M for longs and only 0.22M for shorts.
Grayscale has submitted a strategic application for the BNB ETF, which is seen as a signal for the expansion of the crypto ETF market.
This news has injected optimism, driving BNB up by 0.31% within 24 hours. The volatility of mainstream coins like Bitcoin indirectly affects BNB; for instance, Bitcoin's drop below 90K led to liquidations of 600 million USD across the network, but BNB remains relatively stable.
US Crypto Policy: Trump stated at the Davos Forum that he will sign the crypto bill as soon as possible, and the US Treasury Secretary reiterated the advancement of the strategic Bitcoin reserve plan, halting the sale of seized Bitcoins.
Institutional Trends: A report by PwC指出 that the adoption of crypto assets by institutions has entered a stage that is difficult to revert, with stablecoins and on-chain settlement tools gradually being embedded into traditional financial processes.
$BTC Bitcoin slightly increased by 0.22% to $89,969.7, Ethereum rose by 0.16% to $2,959, both of which surged and then retreated; the total liquidations across the network in 24 hours reached $30.3 billion, with over 105,000 investors liquidated, and short positions being the main force behind the liquidations, with the largest single liquidation being Hyperliquid's ETHUSD contract, valued at $30.3805 million.
• Bitcoin ($BTC ): Currently reported at $102,619.3, up 3.5% for the day, returning above $100,000; over $300 million liquidated in the last 24 hours, affecting more than 90,000 people.
• Ethereum ($ETH ): Currently reported near $3,320, up 2.5% for the day, with a 24-hour price range of $3,274-$3,384, staking rate approximately 29.4%.
• Other Major Coins: Dogecoin up over 7% for the day; AXS up 13%, close to $1.30, with a weekly increase of over 30%; XRP currently reported at $2.03, down 3.1% in the last 24 hours.
2. Market News
1. U.S. Policy Expectations Boost: Trump plans to issue an executive order upon taking office, listing cryptocurrency as a national priority and establishing a cryptocurrency advisory committee, with positive expectations for industry policy.
2. Institutional Dynamics: Spot Ethereum ETFs have recorded net inflows for three consecutive days, reaching $175 million on January 16, with BlackRock's ETHA leading with a net inflow of $81.6 million.
3. Regulation and Compliance: Manhattan prosecutors push for criminal penalties against unlicensed cryptocurrency operators; OECD CARF framework effective January 1, with 48 countries simultaneously collecting cryptocurrency transaction data.
4. Ecological Progress: AXS rebounded from a four-year low of $0.78, with the new ecological application token bAXS expected to further boost; Interactive Brokers collaborates with Zerohash to provide round-the-clock financing services for stablecoins like USDC.
• $BTC Bitcoin rebounds after rising: Early today, Bitcoin surged past $100,000, peaking at $100,702. As of 12:00 PM, it was trading at $99,855, up about 3% over 24 hours; Ethereum rose 5.5% in 24 hours, SOL gained 8.2%, and DOGE increased by 4.6%.
• Key Drivers: Cooling U.S. inflation data has led markets to bet on a Federal Reserve rate cut before July, combined with expectations that Trump’s return to office may bring crypto-friendly policies.
• Derivatives Deleveraging: Bitcoin’s total open interest (OI) across the network has declined by approximately 31% from its previous peak, now around $65 billion, resulting in a more robust market structure.
Policy & Regulation
• Russia: Planning to introduce a new bill in spring to allow retail investors access to cryptocurrencies, promoting the normalization of crypto.
• South Korea: The National Assembly passed a bill to institutionalize token securities, enabling compliant entities to issue token securities directly via blockchain.
• United Kingdom: The Deputy Governor of the central bank stated that a bank-like deposit protection mechanism may be needed for stablecoin deposits.
• New York, USA: Prosecutors have called for legislation to criminalize unlicensed crypto operations, aiming to prevent money laundering and organized crime.
• The U.S. Senate is set to review the Digital Asset Market Clarity Act, which proposes classifying Bitcoin and Ethereum as digital commodities under CFTC regulation, with stablecoins subject to separate regulation, reaching a critical milestone on January 15.
• South Korea allows qualified institutions to allocate crypto assets, bringing expectations of long-term capital inflows into the market.
• The Shanghai No. 2 Intermediate People's Court's seminar on virtual currency-related criminal cases has drawn attention, clearly defining the criteria for identifying virtual currency-related crimes and the standards for determining illegal business operations.
• Binance will delist 20 spot trading pairs, including ACT/FDUSD and AEVO/FDUSD, at 16:00 (Beijing Time) today.
• PeckShield report: Crypto theft losses reached $4.04 billion in 2025, up 34% year-on-year; fraud losses amounted to $1.37 billion, up 64% year-on-year; recovered funds totaled approximately $335 million, with increasing difficulty.
• Tonight at 21:30, the U.S. December CPI data will be released, influencing expectations for Federal Reserve rate cuts and serving as a key variable for short-term direction in the crypto market.
In May 2022, the collapse of Terra's algorithmic stablecoin UST and its native token LUNA,联动, was one of the largest and most impactful 'bear market' events in cryptocurrency history, directly erasing over $40 billion in market value and triggering a global chain reaction of declines in the crypto market.
UST was designed with an algorithmic arbitrage model to maintain a 1:1 peg to the US dollar through bidirectional exchange with LUNA: when UST's price fell below $1, users could burn UST to receive equivalent LUNA for arbitrage; when UST rose above $1, users could burn LUNA to mint UST. However, this mechanism lacked sufficient collateral backing and relied entirely on market confidence. As massive amounts of capital were maliciously dumped, UST's price broke below its peg threshold, triggering widespread panic selling and a run on the system. The arbitrage channels became completely inoperative due to network congestion and liquidity depletion.
To stabilize the price, Terraform Labs used over $1.5 billion in Bitcoin reserves to buy UST and support the market. This move failed to stabilize the situation and instead intensified the Bitcoin sell-off, creating a death spiral: 'UST de-pegging — LUNA over-issuance — market panic — price collapse'. With LUNA having an unlimited supply mechanism, its token count surged from hundreds of millions to trillions, and its price plummeted from nearly $90 at its peak to $0.0001, effectively reaching zero.
The root causes were inherent structural flaws in algorithmic stablecoins, the project's aggressive leverage strategies, and retail investors' blind faith in the 'stablecoin' concept. In the end, hundreds of thousands of global investors lost everything. The founder, Do Kwon, was wanted by multiple countries, the Terra ecosystem collapsed completely, and the incident exposed the fatal flaws in the crypto market—lack of regulation and weak risk controls.