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www.XXYY.cc Crypto services (transactions/online/offline)

#XXYYcc #XXYY #BITCOIN #CRYPTO

Macroeconomic suppression and dual blow to individual stock fundamentals: Interest rate cut expectations fluctuate, crypto stocks retract recent gains.
Macroeconomic headwind: On February 10, 2026, U.S. retail data for December stagnated, raising market concerns about "stagflation." At the same time, the hawkish expectation of Trump nominating Kevin Warsh as the next Federal Reserve chairman (advocating for balance sheet reduction and increasing real interest rates) has significantly reduced the willingness to allocate risk assets.
Individual stock "misery":
Gemini (GEMI) leads the decline (-7.72%): As a newly listed exchange asset, GEMI has recently suffered from the impact of the "global contraction strategy." In addition to the decline in trading fees and custody fees due to the drop in BTC, the market is pessimistic about its layoffs and restructuring after withdrawing from the UK, EU, and Australian markets, with the stock price hovering around the low of $7.9.
Strategy (MSTR) (-3.93%): Despite Michael Saylor publicly stating that BTC's long-term returns will double on the same day, MSTR remains trapped by a multi-billion dollar impairment loss in Q4 2025 (Non-cash impairment). After BTC fell below $69,000, its premium rate was subjected to a second review by institutional investors.
ETH concept stocks: ETHZ (-7%) and BMNR (-6.99%) performed poorly. The annual inflation rate of Ethereum has risen to 0.8%, compounded by the L2 narrative crisis, causing the DAT (Digital Asset Treasury) company, which is pegged to ETH, to face harsher liquidity discounts.
Market sentiment: Although Bitmine (BMNR) disclosed that its total crypto assets reached $10.7 billion, it still struggled to withstand sector-wide adjustments in the atmosphere of "post-Trump benefits fully priced in."
#美股收盘 #GEMI #MSTR #KevinWarsh #ETHZ

XXYY.cc 晨讯 | 2026年02月11日
21:00-07:00 关键词：Visa 登链 · Consensus 香港 · 6.8万攻防 · CPI 改期
1️⃣ Visa 正式在以太坊上线稳定币结算生产环境
全球支付巨头 Visa 宣布今日（2月10日/11日）起直接在以太坊上结算稳定币交易。这标志着顶级金融基建正式从试点转向“常态化运行”，确立了以太坊作为全球支付清算层的核心地位。
2️⃣ Consensus 香港 2026 今日开幕，聚焦 AI 与合规
全球顶级加密盛会 Consensus 今日在港开幕。港府官员及监管机构高层出席，市场密切关注关于“合规稳定币”及“RWA 监管框架”的最新政策指引。
3️⃣ BTC 承压跌破 $69,000，24小时爆仓 2.17 亿美元
隔夜加密市场震荡走弱，BTC 跌破 $69,000 关口。Coinglass 数据显示，过去 24 小时超 9 万人爆仓，清算金额达 2.17 亿美元。市场多头正退守 $68,000 关键支撑带。
4️⃣ 美国 1 月 CPI 数据改至 2 月 13 日公布，市场静待指引
美国劳工统计局公告，原定于今日发布的 1 月 CPI 数据 因故推迟至 2 月 13 日（周五）。此变动拉长了市场的博弈周期，但也缓解了今日因数据不确定性可能引发的即时波动。
5️⃣ 金融圈：黄金触及 $5,050，白银重回 $81
在大宗商品市场，避险情绪推动现货黄金冲高至 $5,050/盎司，白银站上 $81。资金在通胀预期与地缘政治博弈中继续流向贵金属，对数字黄金（BTC）形成一定的资金分流。
6️⃣ Tether 联手美司法部冻结 10 亿美元资产，配合度创新高
Tether 证实配合美国及土耳其当局封锁了约 10 亿美元 的异常资金。尽管引发去中心化争议，但这被视为其在 2026 年严苛监管下，为换取美元结算权而采取的全面倒戈姿态。

XXYY.cc Evening Report | February 11, 2026
Keywords: Visa Settlement · Hong Kong License · Saylor Stays Strong · Korea Accountability
1️⃣ Visa officially launches stablecoin settlement in Ethereum production environment
Global payment giant Visa announced today (February 10) that it will directly settle stablecoin transactions in its actual business on the Ethereum mainnet. This marks the transition of top financial infrastructure from 'pilot' to 'regular operation', establishing Ethereum's status as a mainstream payment clearing layer.
2️⃣ Consensus Hong Kong 2026 opens, initial stablecoin licenses expected to heat up
The global Web3 event opens today in Hong Kong. Market rumors suggest that the Hong Kong government may issue the first batch of stablecoin 'temporary licenses' during the conference. Standard Chartered, Ant Group and other giants are seen as popular candidates, and this move will reshape the global stablecoin landscape, activating the trillion-dollar RWA track.
3️⃣ BTC hovers after a thrilling V-shaped recovery, Saylor hints at increasing holdings with 'dividends'
After experiencing extreme volatility testing $60,000, BTC stabilizes at $70,500. Michael Saylor stated overnight that MSTR may pay dividends through asset sales and continue to increase BTC holdings. Institutional positions remain unchanged, greatly alleviating market fears of 'institutional liquidation chain reactions'.
4️⃣ Korea's Financial Supervisory Service intervenes in Bithumb incident, refusal to return 'airdrop tokens' may lead to criminal charges
Regarding the previous erroneous distribution of 2,000 BTC by Bithumb, Korean officials warned today: those who fraudulently claim or privately liquidate related assets will face charges of 'embezzlement'. The platform has recovered 99% of the assets and launched a commission-free week to reassure users.
5️⃣ Financial circle: Dow Jones holds steady at 50,000 points, metals ETF becomes a hit
The Dow Jones Industrial Average firmly holds the 50,000 mark, boosting confidence in risk assets. Several domestic metals-themed ETFs have seen their scale surpass ten thousand, driven by AI and industrial demand growth, indicating that capital is returning to resource and hard tech sectors.
6️⃣ Tether assists in judicial freeze of $1 billion, regulatory transparency reaches new heights
Tether confirmed that it cooperated with law enforcement agencies in multiple countries to freeze approximately $1 billion of suspicious assets. Under high-pressure regulations in 2026, the stablecoin leader is seeking survival space through deep compliance. Although controversial, this move significantly reduces systemic decoupling risks.

XXYY.cc Morning News | February 10, 2026
21:00-07:00 Keywords: Consensus Hong Kong Opening · Waller Pours Cold Water · RWA Regulatory Red Line · Chip Tariff Exemption
1️⃣ Consensus Hong Kong 2026 officially opens today, focusing on the integration of Web3 and AI
The world’s top crypto event, Consensus, officially opens today at the Hong Kong Convention and Exhibition Centre. The first day of the conference emphasizes discussions on “Decentralized AI” and “Payment Infrastructure.” The Solana Foundation simultaneously launches its APAC accelerator, which is seen as a key point in reclaiming the Web3 narrative in the Asia-Pacific region.
2️⃣ Fed Governor Waller: The crypto frenzy sparked by Trump is fading
In an overnight speech, Fed Governor Waller stated that as the market experiences severe sell-offs, the optimism previously ignited by Trump’s election has noticeably cooled. He pointed out that the recent plunge is mainly due to mainstream financial companies conducting risk hedging operations, rather than a single fundamental deterioration.
3️⃣ Eight departments set RWA red line, strictly prohibiting unauthorized tokenization activities
China's financial regulatory authorities reiterated that any form of RWA (Real World Assets) token issuance and trading within the country constitutes illegal financial activity. The new regulations emphasize the implementation of “same business, same rules” supervision on cross-border RWA, aiming to completely cut off the survival space for illegal asset tokenization.
4️⃣ Trump plans to exempt tech giants from chip tariffs, Nasdaq rebounds in response
Stimulated by news of “exempting tech giants from chip tariffs,” the U.S. tech sector rebounded overnight. This creates a favorable premium for the crypto market, which is highly tied to computing power. BTC stabilized at $70,500, alleviating the technical bearish pressure after breaking below $70,000.
5️⃣ Ethereum whales stop losses, Trend Research accumulates losses over $600 million
On-chain tracking shows that the institutional-level whale Trend Research deposited 53,600 ETH (worth approximately $12.3 million) into Binance overnight for stop-loss liquidation. Its total investment loss in Ethereum has expanded to $613 million, and the institution's leverage clearing has kept ETH under high pressure around $2,100.
6️⃣ Circle issues 750 million USDC on Solana, liquidity shifts to high-speed chains
Circle significantly issued 750 million USDC on the Solana network overnight. With the Solana Breakout conference starting today, a large amount of arbitrage capital is moving from Ethereum to Solana, seeking a high-efficiency, low-cost DeFi safe haven.

XXYY.cc 晚报 | 2026年02月10日
关键词：MegaETH上线 · CME新品 · Bithumb免佣 · 机器人爆仓
1️⃣ MegaETH 公共测试网今日上线，目标 10 万级 TPS
实时区块链 MegaETH 今日正式开启测试，该项目曾通过压力测试处理 110 亿笔交易。作为 2026 年高性能 Layer 2 的核心焦点，其测试表现将直接定义以太坊系扩容的新高度。
2️⃣ BTC 凌晨异动系机器人爆仓，并非大机构跑路
针对昨日凌晨 BTC、ETH 的剧烈闪崩与 V 转，Wintermute 创始人分析指出，这极有可能是某个做市机器人发生故障或爆仓所致，而非传闻中的大机构崩盘。目前 BTC 企稳于 $68,000 附近。
3️⃣ CME 正式上线 ADA、LINK、XLM 期货交易
芝商所今日开放 Cardano、Chainlink、Stellar 的标准及微型期货。机构级套保工具的补齐，标志着主流资本对山寨币市场的深度介入，短期波动率或因衍生品博弈而增加。
4️⃣ Bithumb 全面开启“免手续费”补偿周
为应对此前的误发 62 万枚 BTC 事故，韩国交易所 Bithumb 从今日 00:00 起执行为期 7 天的零手续费政策。官方已追回 99.7% 的资产，并开始向受损用户发放 110% 的差价赔偿。
5️⃣ 道指 5 万点关口震荡，市场静待明日 CPI 数据
美股大盘在道指突破 50,000 后进入获利盘整理。金融圈焦点转向明日（2月11日）发布的美国 1 月 CPI 数据，该数据将决定沃什执掌美联储后的首个货币政策定调。
6️⃣ Tether 协助司法冻结 10 亿美元资产，配合度创新高
Tether 今日证实已配合土耳其及美国相关机构冻结约 10 亿美元 的异常流向资产。2026 年监管高压下，稳定币发行商正通过全面合规化来换取长期生存空间。

XXYY.cc Evening Report | February 9, 2026
Keywords: MegaETH Testnet · Bithumb Zero Commission · CME New Products Launch · Liquidity Summit
1️⃣ MegaETH Public Testnet Launched Today, Challenging Ethereum's Performance Limits
The highly anticipated "real-time blockchain" MegaETH officially launched its public testnet today (February 9). The project claims to achieve 100,000 TPS. As the number one challenger for high-performance L2 in 2026, its testnet performance will directly impact market confidence in Ethereum's scaling solutions.
2️⃣ Bithumb Launches 'Zero Commission' Week Across All Platforms, Compensates 44 Billion for Mishap
To quell the turmoil caused by the previous "2,000 BTC misdelivery," the Korean exchange Bithumb announced a 7-day zero trading fee activity starting from today at 00:00. The official has conducted on-site inspections and is currently providing a 110% price difference compensation to the affected users.
3️⃣ CME Officially Launches ADA / LINK / XLM Futures Trading
The Chicago Mercantile Exchange (CME) officially opened futures trading for Cardano, Chainlink, and Stellar today. This marks a further enhancement of risk control tools for mainstream institutions in the altcoin space. Against the backdrop of a market retreat from $70,000, institutional shorting and hedging demands are expected to increase significantly.
4️⃣ 2026 Global Liquidity Summit Kicks Off in Hong Kong
Today, the cross-border event of traditional finance and crypto assets—Liquidity Summit—was held at the JW Marriott Hotel in Hong Kong. The conference focuses on regulatory breakthroughs for RWA (Real World Assets) in 2026. Meanwhile, Saudi Arabia's Global Blockchain Show also kicked off today, drawing attention to the flow of funds in the Middle East.
5️⃣ New Address Withdraws 1,546 BTC from Binance, Whales Hoard Against the Trend
On-chain tracking shows that a newly created address (39B2BNj...) withdrew 1,546 BTC from Binance early this morning, worth approximately $106 million. Despite fluctuations in ETF fund flows, the frequent withdrawals by whales in the $68,000 - $70,000 range indicate that large holders are making long-term strategic moves.
6️⃣ Finance Circle: Webster Financial (WBS) Ex-Dividend Today
Webster Financial in the US executed its dividend plan today ($0.4 USD per share). In the context of sustained high-interest global environments and US Treasury yields climbing to 4.9%, the dividend and payout performance of bank stocks has become a defensive haven of interest in the financial circle.

XXYY.cc Morning News | February 8, 2026
21:00-07:00 Keywords: Dow Jones 50,000 · BTC Recovery · Bithumb Mistake · Japan Election
1️⃣ Dow Jones Breaks 50,000 Points for the First Time, BTC Strongly Rebounds from $60,000
The US stock market's Dow Jones has historically surpassed the 50,000 mark, with a recovery in risk appetite driving BTC to make a V-shaped reversal, rebounding from $60,074 to above $66,000. A technical correction is underway after significant liquidations across the network.
2️⃣ Bithumb Incorrectly Issued $44 Billion in Rewards, Official Promises 110% Compensation
Korean Bithumb mistakenly issued 2,000 BTC instead of won, leading to a 17% instant drop in the internal currency price. The official has intercepted most of the assets and promised 110% cash compensation for affected users.
3️⃣ Japan Holds Election Today, May Become Next Week's Financial "Black Swan"
Japan is holding elections on February 8, with the market closely monitoring the monetary policy stance. If the winning side tends to tighten liquidity, it may trigger a reversal in "Yen arbitrage trading," posing a secondary selling pressure risk on US stocks and the crypto market.
4️⃣ MSTR Falls Below Cost Line, Saylor Insists on "Never Selling"
Strategy (MSTR) has an average cost of about $76,000, currently at a floating loss. However, Saylor reiterated the financial structure's robustness and is preparing for a new round of financing. The market views this as the last psychological support below $60,000 for BTC.
5️⃣ ENS Abandons L2 Plan to Return to Mainnet, Triggering Structural Reflection
ENS Labs canceled the Namechain (L2) plan, shifting to deployment on the Ethereum mainnet. This move responds to Vitalik's concerns about L2 excess, showing that top protocols are returning to the mainnet security narrative.
6️⃣ Mining Difficulty Warning: BTC Mining Difficulty Sees Largest Drop Since 2021
BTC mining difficulty has decreased by 11%, reflecting that some small and medium miners have shut down due to price volatility and high energy costs, leading to a deep clearing in the hash rate market.

CZ posted on platform X that Binance has assisted in the recovery work for the mistaken airdrop incident of Bithumb.

CZ also suggested that all airdrop functionalities should have a maximum value check.

Today's news, Bithumb admitted to mistakenly airdropping a total of 3% of Bitcoin to users, and has now recovered 99.7% of the total amount, with related improper profit accounts frozen.

XXYY.cc Evening News | February 7, 2026

Keywords: BTC V-shaped reversal · Dow Jones breaks 50,000 · Bithumb blunder · Saylor hold on

1️⃣ BTC staged a stunning V-shaped reversal, violently recovering from $60,000 to $70,000

After hitting a new yearly low of $60,074, BTC surged over 15% overnight, briefly returning to the $70,000 mark. Analysts call this a "leveraged cleanup after extreme overselling." Although it has currently fallen back to around $66,300 and is fluctuating, the market has already digested the more than $1.2 billion in ETF outflows this week, and initial signs of bottoming out are emerging.

2️⃣ Dow Jones Closes Above 50,000 for the First Time in History, US Stocks Rebound Boosts Risk Appetite

US stocks recovered from the shadow of "Black Thursday" overnight, with the Dow Jones Industrial Average surging 1,200 points to break the 50,000 mark for the first time. A retaliatory recovery in tech stocks injected liquidity and confidence into the crypto market. Despite a lackluster performance from AI leader Nvidia, overall market risk aversion significantly cooled.

3️⃣ Bithumb Mistakenly Sends $44 Billion in BTC Rewards, Triggering a 17% Plunge

The South Korean exchange Bithumb suffered an epic blunder: instead of a planned 2,000 won reward, it mistakenly sent 2,000 BTC. The incident caused the exchange's BTC price to plummet by 17% to $61,000. The exchange has since recovered 99.7% of the assets and promised 110% compensation to affected users.

4️⃣ MSTR's financial report shows holdings of 713,000 BTC; Saylor calls out "LFG"

Strategy (MSTR)'s latest financial report confirms its average BTC holding price is approximately $76,000. Despite a paper loss of $4.7 billion, Michael Thaler's high-profile call to "LFG" on social media caused the company's stock price to surge 26% along with the broader market rebound, temporarily alleviating rumors of institutional liquidations.

5️⃣ ADA/LINK/XLM futures to launch on CME next week, institutional product lines continue to expand

The CME Group has confirmed that it will officially launch futures trading for ADA, LINK, and XLM on February 9th. During a period of significant market volatility, traditional financial giants are still accelerating the enrichment of their crypto toolkits, demonstrating a strong optimism about the long-term narrative of Web3.

6️⃣ Cardano founder admits to $3 billion loss, but refuses to exit the market.

Charles Hoskinson admitted his assets have shrunk by approximately $3 billion, but emphasized that the technology roadmap is unaffected by coin prices. Meanwhile, Trend Research, owned by Yi Lihua, has transferred a total of 630,000 ETH to Binance, suggesting that this whale's cashing out may be to create room for future bottom-fishing.

XXYY.cc | February 7, 2026
Keywords: Dow Jones breaks 50,000 · BTC rebounds violently · Saylor's holding red line · Non-farm data
1️⃣ The Dow Jones reached above 50,000 points for the first time in history, led by tech stocks
Overnight, the U.S. stock market rebounded strongly, with the Dow Jones soaring 1,200 points to first cross the 50,000 mark. Despite Nvidia, the AI leader, performing moderately, the market experienced a retaliatory recovery after the 'Black Thursday', with both the S&P 500 and Nasdaq recording significant gains, boosting the sentiment for all risk assets.
2️⃣ BTC shows a V-shaped reversal, quickly recovering from $60,000 to $70,000
After hitting an annual low of $60,074, BTC surged violently overnight by over 15%, briefly rushing back to $70,000. Analysts describe this move as the 'leveraged washout' after being 'extremely oversold'. Currently, the price has rebounded to around $66,300 and is fluctuating as the market digests over $1.2 billion in ETF outflows this week.
3️⃣ MSTR financial report: holding 713,000 BTC, currently in a paper loss state
Strategy (MSTR) latest financial report shows that its average holding price for BTC is around $76,000. At the current price, the company's paper loss is about $4.7 billion. Although the stock price has risen by 6.7% due to the market rebound, Michael Saylor's 'infinite accumulation' strategy is facing its most severe test since 2024.
4️⃣ U.S. non-farm employment figures exceed expectations, market lowers the probability of rate cut in March
The January non-farm report shows that the labor market remains resilient, with unemployment rates staying low. After the data was released, U.S. Treasury yields rose, and the dollar index strengthened. This has made investors worried that even if the newly nominated Fed chair Warsh takes office, he may find it difficult to fulfill the promise of 'immediate significant rate cuts'.
5️⃣ Gemini announces restructuring: laying off 200 overseas employees and streamlining international operations
Affected by the recent 'winter' sentiment in the crypto market, Gemini announced plans to cut 200 overseas employees. Co-founders Winklevoss brothers stated they will focus on core compliance business. This move is seen as a 'contraction for survival' signal for secondary exchanges amid a liquidity drought.
6️⃣ ENS Labs strategic shift: abandoning L2 plans, fully returning to Ethereum mainnet
ENS Labs announced the cancellation of its Layer 2 plan called 'Namechain', and will instead fully deploy ENS v2 on the Ethereum mainnet. This decision responds to Vitalik's recent call for a re-evaluation of L2 value.

🔥Rainbow-Airdrop: Claim your Rnbw airdrop

$RNBW has been listed on exchanges such as Binance Alpha, Gate, Coinbase, etc.

Claiming process:

- Open your Rainbow wallet Google extension or install the Rainbow app to claim

- Click the airdrop icon

- Claim completed✅

Contract address (base network):
0xa53887F7e7c1bf5010b8627F1C1ba94fE7a5d6E0

XXYY.cc Evening News | February 5, 2026

Keywords: Falls below $70,000 · $4.6 billion in unrealized losses · WLFI sell-off · Token stockification

1️⃣ BTC falls below $70,000 for the first time in 15 months, hitting a new low since Trump's election victory

The crypto market was hit hard overnight, with BTC plunging 7.2% to a low of $69,500. Due to a series of leveraged liquidations (over 270,000 people liquidated in 24 hours) and over $500 million in outflows from spot ETFs for two consecutive days, market sentiment has fallen into "extreme panic." Bulls are attempting to establish a buffer zone around $68,000.

2️⃣ MSTR's holdings suffer a $4.6 billion unrealized loss, Thaler faces a test of "institutional bottom line"

According to Lookonchain monitoring, with the sharp drop in cryptocurrency prices, the total value of MSTR's 713,000 BTC holdings has shrunk, and the current unrealized loss exceeds $4.6 billion. The market is focused on whether Michael Thaler will announce a new "bottom-fishing" plan to boost confidence after tomorrow's earnings report.

3️⃣ Trump family DeFi project WLFI sells WBTC, cashing out $5 million

World Liberty Financial (WLFI), a project associated with the Trump family, exchanged 73 WBTC for approximately $5.037 million worth of stablecoins overnight. This move comes amid a House investigation into the project's $500 million transaction with the UAE, sparking negative speculation in the community about the core team reducing their holdings.

4️⃣ Ethereum Falls Below $2,100 Psychological Barrier, On-Chain Selling Pressure Hits Nine-Month High

ETH continued its weak performance, falling over 8% intraday to $2,090. On-chain data shows that large holders (Whales) are frequently transferring ETH to exchanges. Analysts warn that if the $2,000 level cannot be stabilized, ETH may retrace to the four-year low of $1,725.

5️⃣ SEC Issues Guidance on Tokenized Securities: Emphasizing Technological Innovation Does Not Change the Nature of Securities

The SEC clarified that even when existing in token form, tokenized stocks are fully subject to current securities laws. Meanwhile, the Brazilian Congress is pushing forward legislation to ban algorithmic stablecoins (such as USDe). The regulatory crackdown on assets without sufficient reserves indicates that 2026 will be a year of significant compliance challenges.

6️⃣ Initial jobless claims exceeded expectations, and US Treasury yields climbed to 4.92%. US initial jobless claims last week totaled 231,000, higher than the expected 212,000. However, with the 30-year US Treasury yield returning to 4.92%, the high-interest-rate environment continues to drain liquidity from zero-interest assets (gold, cryptocurrencies).

Binance contracts will automatically liquidate RVVUSDT and YALAUSDT U-based perpetual contracts on February 10, 2026, at 17:00 (UTC+8) and will delist the above perpetual contract trading pairs after the liquidation is completed.

Macroeconomic headwinds and earnings reports kill valuations: AI bubble concerns and weak employment heavily impact the Nasdaq.
AMD's shocking plunge (-17.3%): marking the largest single-day drop since 2017. Despite Q4 earnings revenue ($10.3 billion) and profit (EPS $1.53) exceeding expectations, the weak guidance for Q1 2026 and concerns over restricted AI chip sales in China have investors worried that the growth momentum of its MI450 will not fill the vacuum left by Nvidia.
Tech giants collectively discounted: Nvidia (-3%) and Tesla (-4%) affected by Anthropic's release of new autonomous AI tools, with the market concerned that the premium for traditional software and computing power will shrink due to the AI efficiency revolution. Meanwhile, January ADP employment data showed only an increase of 22,000 (far below the expected 45,000), reinforcing the clouds of economic recession.
Cryptocurrency stocks experience a "double whammy":
Treasury-type companies: MSTR (-3.13%) and BMNR (-9.17%) fell as BTC dropped below $73,000. The market is re-pricing the "premium rates" of these companies.
Platforms and compliance: Coinbase (-6.14%) faced downgrades from Wall Street, with investors worried that trading volume will continue to shrink in the downward trend at the beginning of 2026. ALTS (-18.1%) led the sector drop due to rumors involving regulatory compliance reviews.
Risk aversion sentiment rises: Funds are flowing from high-volatility tech stocks into gold (with gold prices breaking $5,200) and Dow component stocks (like Walmart), showing typical "defensive" reallocation characteristics for Q1 2026.
#AMD暴跌 #纳斯达克 #MSTR #AI泡沫 #加密货币股

Founder’s actions spark heated discussion: Vitalik continues to reduce ETH holdings, with funds flowing into biotechnology and open-source research.
Reduction details: On February 5, 2026, the latest on-chain data shows that Ethereum founder Vitalik Buterin (vitalik.eth) sold 2,779 ETH in batches through CowSwap over the past 3 days, with an average selling price of approximately $2,238, totaling about $6.22 million.
Where the funds go:
Kanro donation: About $500,000 has been transferred to the charity organization Kanro he founded. This organization focuses on scientific research related to COVID-19 and future pandemics.
Ecosystem support: This reduction is part of his “Personal Donation Plan” announced on January 30. Vitalik previously stated that he would withdraw 16,384 ETH from personal holdings for charitable and ecological goals in the coming years to reduce the psychological pressure on the market caused by direct sales from the Ethereum Foundation (EF).
Market signals and reflections:
Roadmap shift: In conjunction with the sell-off, Vitalik recently stated that Ethereum’s original “Rollup-centric L2 scaling solution” has become obsolete as of 2026, shifting focus to the scaling capabilities of L1 itself, which sparked intense discussions in the community about the value capture abilities of L2s like Base and Arbitrum.
Price trend: Under the dual influence of the sell-off and narrative shift, ETH prices quickly fell from around $3,000 to about $2,200 in early February, setting a new low against BTC's exchange rate since 2021.
Expert comments: Analyst Ai noted that although Vitalik’s sell-offs are mostly for charitable purposes, in the current market environment with weak liquidity, such frequent on-chain actions can easily trigger “follow-sell” actions from quantitative funds.
#Vitalik #ETH减持 #以太坊基金会 #Kanro

XXYY.cc Morning News | February 5, 2026
21:00-07:00 Keywords: Waller Nomination · BTC 74,000 · AMD Plummets · ETH 2,100
1️⃣ Trump Interview Sets Tone: Nominating Waller Is for “Significant Rate Cuts”
Trump clearly stated that if Waller does not support rate cuts, he will never nominate him to succeed the Federal Reserve Chair. This statement aims to dispel market concerns about Waller's “hawkish” history. As a result, the dollar index's upward momentum slowed, providing a brief respite for the crypto market after the plunge.
2️⃣ BTC Stalls at $74,000, Ethereum Dips to $2,160
The overnight crypto market continued its downward trend, with BTC down 2.3% to around $74,000, retreating about one-third from last year's peak. ETH performed even worse, dipping to $2,164. The continuous net outflow of institutional ETFs since January remains the main selling pressure in the market.
3️⃣ AMD's Earnings Outlook Disappoints, US AI Sector Faces Valuation Cuts
Chip giant AMD exceeded revenue expectations in Q4, but the Q1 guidance was disappointing, leading to a 17.3% plunge in its stock price. As a result, the Nasdaq hit a two-month low. The AI narrative has cooled in the short term, causing funds to flow back to traditional safe-haven assets such as gold and US Treasuries.
4️⃣ MSTR Earnings Report Coming Soon, Market Focuses on 700,000 BTC Holding Line
Strategy (MSTR) is about to release its earnings report. The market is highly concerned about Saylor's stance below $80,000, which is seen as the final psychological defense line supporting BTC at $72,000.
5️⃣ Vitalik's Roadmap Shift Triggers L2 Widespread Decline, OP/ARB Under Pressure
Due to Vitalik's questioning of the “Rollup-Centric” roadmap, market disagreements about the long-term value of L2 have emerged. Mainstream L2 tokens experienced declines generally exceeding 5%, with funds flowing towards privacy-enhancing (Zama) and RWA sectors.
6️⃣ US-China Trade Expectations Ease, Trump Confirms April Visit to China
Trump confirmed he will visit Beijing in April. Geopolitical risk premiums have retreated, with gold dropping to $4,920. The marginal improvement in the trade environment is conducive to a rebound in risk appetite in the medium to long term.

Leverage liquidation wave erupts: BTC and ETH lead the decline triggering the largest scale long position liquidation in early 2026.
Core data on liquidations: On February 4, 2026, the crypto market experienced a rapid decline, with a total liquidation amount of $570 million across the network in the past 24 hours.
Long position bloodbath: Long position liquidations dominate, amounting to $440 million (77%), indicating that the market had accumulated a large amount of leveraged funds to "bet on a rebound" during the previous downturn.
Distribution of cryptocurrencies: BTC tops the list with a liquidation amount of $229 million, followed closely by ETH ($192 million). Ethereum's single liquidation of $222 million on Hyperliquid became the "epicenter" of today's market.
In-depth reasons behind the crash:
Panic over the Fed's "hawkish successor": Trump has officially nominated a popular candidate (such as Kevin Warsh) for the next Federal Reserve Chair, showing potential tightening tendencies, causing the dollar index (DXY) to rebound strongly and risk assets to accelerate withdrawals.
US government shutdown crisis: The deadlock in Washington over the budget proposal has temporarily frozen hundreds of billions of dollars in liquidity, leading to a shift in market liquidity expectations from profit to loss for the first quarter of 2026.
Technical levels comprehensively lost: BTC fell below the key support level of $73,000 (a new low since November 2024), triggering automatic liquidation logic for many institutions and quantitative funds.
Market sentiment: The fear and greed index has plummeted to 18 (extreme fear). Analysts believe this marks the first "structural cooling" since the bull market of 2025, with the market undergoing a power shift from buyer dominance to seller dominance.
#BTC #ETH #美联储主席 #2026加密寒流 #Hyperliquid

XXYY.cc Evening Report | February 5, 2026
1️⃣ BTC retraces all gains since Trump's election, briefly dropping below $73,000
Affected by the continuous hawkish signals from Federal Reserve officials suggesting that there is no urgent need to cut interest rates, BTC dipped again overnight, reaching a low of around $72,800, officially entering a technical bear market zone. The massive bloodletting effect from January's ETF is still ongoing, and the market bulls are currently making their last defense in the $70,000 - $72,000 support range.
2️⃣ Trump nominates Kevin Warsh as the next Federal Reserve Chair
Trump officially announced the nomination of Warsh to replace Powell. Warsh is seen as a "hawkish" figure, and although he has promised to push for interest rate cuts, Democratic lawmakers like Warren have raised strong doubts about his past background, and the nomination confirmation process may trigger significant volatility in the financial markets. The U.S. dollar index remains high due to policy uncertainty, suppressing risk assets.
3️⃣ Stable mainnet officially upgraded to v1.2.0, enhancing payment infrastructure
The highly anticipated Stable mainnet completed a significant version upgrade to v1.2.0 today (February 4/5). This upgrade aims to enhance the settlement speed of large transactions and reduce cross-border settlement costs, marking the transition of stablecoins from merely being a medium of exchange to a mainstream payment base.
4️⃣ Ronin testnet migrates to Ethereum mainnet today, initiating ecological expansion
The Ronin chain Saigon testnet is scheduled to officially migrate to the Ethereum mainnet today (February 5, 23:58 UTC). This move will greatly enhance the liquidity of game assets within the Ronin ecosystem and leverage Ethereum's security to pave the way for subsequent large-scale application deployments.
5️⃣ U.S. stock indexes rebound from the bottom, with the ChiNext leading the way
Despite the macro environment being under pressure, U.S. stocks and A shares showed signs of recovery after experiencing fluctuations in today's early trading session. The ChiNext index briefly rose over 1.2%. The market is anxiously awaiting the non-farm employment data to be released tomorrow (February 6) and the 2025 annual report of Strategy (MSTR) to determine the next moves of large funds.
6️⃣ Geopolitics: U.S.-Russia talks kick off in Miami, Zelensky confirms trilateral talks
A new round of diplomatic contact between the U.S. and Russia has begun in Miami, and Zelensky confirmed trilateral talks between Ukraine, the U.S., and Russia will be held from February 4 to 5. Although an energy ceasefire agreement has not yet been reached, the reopening of diplomatic channels has slightly reduced market risk premiums.

XXYY.cc Morning News | February 4, 2026
21:00-07:00 Keywords: Vitalik's New Vision · BTC Drops to 73,000 · L2 Value Restructuring · UK Treasury Company Listing
1️⃣ Vitalik: The Rollup-Centric Roadmap is No Longer Applicable, L2 Should Focus on Unique Value
Ethereum co-founder Vitalik Buterin pointed out overnight that the original 'Rollup-Centric' roadmap needs adjustment. The reason is that L1's own scalability (Gas Limit is expected to increase significantly) has significantly reduced costs, while L2's progress is slow. He suggests that L2 should shift to Stage 2, providing unique features beyond scalability (such as privacy, specific VM environments), rather than just serving as a cheap copy.
2️⃣ BTC Falls Below $75,000, Hitting Lowest Point Since Trump's Election
Overnight, BTC faced intense selling pressure, dipping to $73,285 at one point. Affected by hawkish expectations from the Federal Reserve and a liquidity squeeze following the sharp drop in gold and silver prices, BTC has retreated to last November's levels. The 24-hour drop exceeded 6%, and the entire network is once again facing large-scale liquidation pressure, with bulls retreating to the psychological level of $70,000.
3️⃣ UK Bitcoin Treasury Company Smarter Web Lists on London Stock Exchange Main Board
Following the US stock market's MSTR, the UK Bitcoin treasury company The Smarter Web Company has officially listed on the LSE, holding 2,674 BTC. The issuance price is 43 pence. This move shows that European institutions are accelerating their layout of Bitcoin as a strategic reserve asset during the market downturn.
4️⃣ Aave DAO Proposes to Adjust Multi-Chain Strategy, Freezing Some Low-Contribution Network Deployments
Aave's proposal 'V3 Multi-Chain Strategy Phase 1' recommends freezing some network deployments that have not met income thresholds. Against the backdrop of liquidity contraction, leading DeFi protocols are shifting from 'Full-Chain Expansion' to 'Core Profit Point Focus' to enhance capital efficiency and reduce systemic risk.
5️⃣ Robinhood Launches Gold Token PAXG, TradFi Rushes to RWA Hedging Trend
Robinhood has officially opened trading for the gold token PAXG issued by Paxos to users. In the context of global gold price fluctuations, this move significantly lowers the threshold for ordinary investors to hedge against inflation through crypto channels, reflecting the essential nature of RWA (Real World Assets) in extreme market conditions.