February 5th: Falling into a deeper 'darkest moment' - Predicting the future trend of the cryptocurrency market
#加密市场观察 #每日币圈热点 On February 5th, the cryptocurrency market has fallen into a deeper 'darkest moment', with Bitcoin breaking critical support levels, mainstream currencies generally declining, and large-scale liquidations causing a significant shrinkage in overall market value.
💡Trading Communication: Waking up early, I habitually use AI to search for global hotspots and financial news, finding no major negative factors... The cryptocurrency market in the Western Hemisphere continues to follow the previous days' pattern, continuing to decline sharply. The total global cryptocurrency market value has decreased by nearly 4.5%. Although BTC has fallen below the 75K support level, its dominance has risen to 59.2%;
February 4th: Weak consolidation, the future of the crypto circle may present three characteristics
#加密市场观察 #每日币圈热点 February 4th, the cryptocurrency market remains in a state of extreme fear, BTC is fluctuating downwards with high volatility, and liquidations are ongoing.
💡Trading communication: The U.S. House passed a government funding bill, Iran announced direct talks with the U.S., and Trump is confident about reaching an agreement... Recent potential negative factors have seemingly dissipated, but have not reversed the downward trend of cryptocurrencies. The total market value of cryptocurrencies has returned to the $2.5 trillion range, falling back to levels seen in the first half of 2024. Meanwhile, Bitcoin's market share continues to rise, now nearing 60%.
Calculate the return rate of HongKongDoll's investment of USD1
#特朗普称坚定支持加密货币 On February 2, a cross-border KOL shared the rewards obtained from investing USD1. This is a star project endorsed jointly by Binance and the Trump family. Due to limited funds in the wallet, participation in last month's project was not possible. Just in time, HongKongDoll shared the amount of their reward, so let's reverse calculate the investment return rate. According to Binance's announcement rules, starting from January 23, 2026, users holding USD1 can share a reward of 40 million USD worth of WLFI, lasting for 28 days. Correspondingly, it is held for 7 days, HongKongDoll received 74,731.94 WLFI rewards;
A supplementary explanation of today's article title—— Jesus said: Render unto Caesar the things which are Caesar's; and unto God the things that are God's. Matthew 22:21 Mark 12:17 Luke 20:25
Caesar: Represents law, taxation, administration, and social order. God: Represents faith, conscience, moral standards, and the private spiritual world.
Specifically regarding the recent trends in cryptocurrency——the bizarre market movements disconnected from global economic and geopolitical changes, it is the Chinese-speaking cryptocurrency community that has gained a market position not aligned with Chinese economic entities and global geopolitical realities; As cryptocurrency enters the mainstream narrative system, yielding market positions is an inevitable trend;
If extended to the competition between cryptocurrency and traditional markets; then it is the decentralized game rules represented by cryptocurrency; and the fiat currency system represented by various governments; the coexistence of both is the current major trend.
LaoYao_Japan
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February 3rd: Render unto God what is God's, and unto Caesar what is Caesar's
#加密市场观察 #Daily cryptocurrency market highlights February 3rd, the cryptocurrency market shows a clear risk-averse sentiment dominating the pattern, after a significant drop, BTC leads mainstream coins in rebounding, but still remains in low-level fluctuations, with panic sentiment strong.
💡Trading communication: In the past few days, the cryptocurrency market has plummeted deeply, accompanied by huge fluctuations, causing many market participants to doubt life, and many liquidated bankrupt individuals have made strange moves, such as: - The Chinese woman who tried to scam Brother Sun yesterday; - The internet celebrity claims to have gone bankrupt and will switch to online training; And the beautiful internet celebrity Cat God in Japan has also developed feelings for the cryptocurrency world...
February 3rd: Render unto God what is God's, and unto Caesar what is Caesar's
#加密市场观察 #Daily cryptocurrency market highlights February 3rd, the cryptocurrency market shows a clear risk-averse sentiment dominating the pattern, after a significant drop, BTC leads mainstream coins in rebounding, but still remains in low-level fluctuations, with panic sentiment strong.
💡Trading communication: In the past few days, the cryptocurrency market has plummeted deeply, accompanied by huge fluctuations, causing many market participants to doubt life, and many liquidated bankrupt individuals have made strange moves, such as: - The Chinese woman who tried to scam Brother Sun yesterday; - The internet celebrity claims to have gone bankrupt and will switch to online training; And the beautiful internet celebrity Cat God in Japan has also developed feelings for the cryptocurrency world...
February 01: Confident that Wall Street is besieging the Chinese cryptocurrency circle
#Daily Cryptocurrency Hotspot Overview The cryptocurrency market is experiencing a waterfall decline under extreme fear sentiment, which is essentially determined to be a premeditated short-selling siege by Wall Street institutions against the Chinese cryptocurrency circle.
💡 Trading Communication:
The cryptocurrency market has experienced a significant decline for two consecutive days without any substantial negative information being released, both occurring during the Asian midnight hours... ❇️ LaoYao insists on yesterday's judgment - the Chinese cryptocurrency circle is being besieged by the wolves of Wall Street. For financial institutions represented by Wall Street, Breaking the dominance of Chinese capital in the cryptocurrency market is imperative;
The current market panic is more like Wall Street financial institutions implementing a planned and premeditated short-selling. The target is Chinese CEX platforms! Currently, among the TOP 10 CEX tracks, 8 have a Chinese capital background, only Coinbase and Upbit are non-Chinese capital; The trading volume of exchanges with a Chinese background accounts for 82% of the global trading volume, with Binance leading with over 40% market share, followed closely by Bybit, which leads in fields like XAUT (gold stablecoin). Bitget is the leader in the tokenized trading track of US stocks. Comparing to the earliest entrants in the track, and the most compliant Coinbase, whose trading volume only accounts for 6-8%, the gap with Binance's 40% share is huge...
Wall Street financial institutions have ample reason to target and jointly attack Chinese CEX; This game may have just begun; Wall Street financial institutions VS Chinese cryptocurrency circle; The primarily retail-driven Chinese cryptocurrency circle, facing the siege of Wall Street wolves; How to respond?
LaoYao_Japan
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January 31: The Chinese cryptocurrency community may be facing an onslaught from Wall Street wolves
#加密市场观察 January 31, the cryptocurrency market is experiencing severe fluctuations, with market sentiment falling into 'extreme fear', and mainstream tokens hitting recent lows. 💡Trading communication: The Fear and Greed Index is at 16, in the extreme fear range, which is the lowest value seen since LaoYao entered the cryptocurrency space over a year ago; The spot Bitcoin ETF has been experiencing outflows for several days/weeks, indicating that Wall Street institutions are undergoing a phased reduction in holdings. CZ, Sun Yuchen and other leaders in the Chinese cryptocurrency community have called for buying BTC;
LaoYao thinks—— The current market panic seems more like a planned and premeditated short-selling campaign by Wall Street financial institutions.
January 31: The Chinese cryptocurrency community may be facing an onslaught from Wall Street wolves
#加密市场观察 January 31, the cryptocurrency market is experiencing severe fluctuations, with market sentiment falling into 'extreme fear', and mainstream tokens hitting recent lows. 💡Trading communication: The Fear and Greed Index is at 16, in the extreme fear range, which is the lowest value seen since LaoYao entered the cryptocurrency space over a year ago; The spot Bitcoin ETF has been experiencing outflows for several days/weeks, indicating that Wall Street institutions are undergoing a phased reduction in holdings. CZ, Sun Yuchen and other leaders in the Chinese cryptocurrency community have called for buying BTC;
LaoYao thinks—— The current market panic seems more like a planned and premeditated short-selling campaign by Wall Street financial institutions.
January 30th: Multiple Negative Factors Combine, Panic Sentiment Spreads
#加密市场观察 #Daily Cryptocurrency Market Highlights On January 30th, the cryptocurrency market displayed a strong risk asset characteristic during the early morning hours, with spot gold plunging nearly 5% in an instant, and the market fell into a panic selling atmosphere. 💡Trading Exchange: Fear and Greed Index at 26, in the extreme fear zone, perhaps this is the normal data for a bear market; Panic selling occurred again during the late night hours in the eastern hemisphere, but this time, it was a simultaneous drop in the U.S. stock market, gold, and cryptocurrencies... Analysis: 1. Iran announced live-fire exercises in the Strait of Hormuz on February 1st-2nd;
01-29: Narrow Fluctuations, Mainstream Coins Stabilize
#Daily Crypto Market Highlights January 29, the cryptocurrency market fluctuated within a narrow range, recovering and digesting the strong rebound from the previous trading day. Overall, mainstream coins show signs of bottoming and stabilizing. 💡 Trading Communication: Fear and Greed Index at 29, market panic has eased somewhat; BTC and ETH fluctuate within a narrow range, mainstream exchange tokens like BNB and OKB show an upward trend and remain active in trading. The Federal Reserve's FOMC meeting maintaining interest rates unchanged aligns with market expectations, with a 10:2 voting result indicating that the Fed is entering a 'wait-and-see' period regarding rate cuts. The surge in gold and silver prices may slow down.
▎Standard Chartered Bank: Stablecoins Pose a Real Threat to Global Bank Deposits
Analysts at Standard Chartered Bank have stated in a report that stablecoins pose a real risk to global and U.S. bank deposits.
Geoff Kendrick, the global head of digital asset research at Standard Chartered, pointed out in the report that the delay of the U.S. CLARITY Act has highlighted the risks stablecoins pose to banks.
Geoff Kendrick estimates that U.S. bank deposits will decrease as the market value of stablecoins grows, with the decrease amounting to a weight of the market value of stablecoins. Regional banks in the U.S. are the most affected, while investment banks are the least affected.
The report shows that only 0.02% and 14.5% of the reserves of Tether and Circle, respectively, are bank deposits, with a very low re-deposit ratio.
#加密市场观察 January 27, the cryptocurrency market is fluctuating in a narrow range, with a slight downward shift in focus. Signs indicate that the market is engaging in small-scale stock games. Overall, it is a weak consolidation under low trading volume, lacking strong directional catalysts. 💡Trading Communication: Fear and Greed Index 20, market panic further decreases, liquidation volume shrinks, mostly short-selling orders; As predicted yesterday, major mainstream coins have rebounded, however, LaoYao is still two percentage points away from breaking even. The biggest highlight on Tuesday is the Federal Reserve's FOMC meeting, maintaining interest rates unchanged has become a consensus, there should be no surprises;
💡 January 26 Market Communication: Fear and Greed Index 25, the market is in extreme fear, liquidation data increased 3 times, trading volume has been declining for 5 consecutive days; BTC dropped from the 90K mark to 86K, with strong selling sentiment, mainstream coins fell deeply, and altcoins are even more miserable. LaoYao, who chose to go long, also suffered a heavy blow, with long positions in SOL and OKB being trapped. The OKB contract is approaching the set stop-loss line of $99; Waking up to see the market data, I once thought the US military had launched a military strike on Iran, and the safety navigation in the Strait of Hormuz was suspended... But nothing happened, just a deep drop on low volume. In this market of extreme fear,
facing three choices: 1. Buy the dip; 2. Cut losses and exit; 3. Go short;
LaoYao chose to wait and see, observing the opening situation of the Asian stock market, and more importantly, the opening situation of the US stock market in the evening, before making a decision.
#加密市场观察 On January 26, the cryptocurrency market experienced a significant decline in depth, with BTC breaking through multiple support levels from the 90K mark, leading to over 200,000 liquidations, and long positions facing a black Monday in 2026. 💡Trading Communication: The Fear and Greed Index is at 25, indicating extreme fear in the market, with liquidation data increasing threefold, and trading volume has fallen for five consecutive days; BTC dropped from the 90K level to 86K, with strong selling sentiment, leading to significant declines in major cryptocurrencies, and altcoins faring even worse. LaoYao, who chose to go long, also faced a severe hit, with long positions in SOL and OKB being trapped. The contract direction for OKB is nearing the set stop-loss line of $99;
#加密市场观察 On January 26, the cryptocurrency market experienced a significant decline in depth, with BTC breaking through multiple support levels from the 90K mark, leading to over 200,000 liquidations, and long positions facing a black Monday in 2026. 💡Trading Communication: The Fear and Greed Index is at 25, indicating extreme fear in the market, with liquidation data increasing threefold, and trading volume has fallen for five consecutive days; BTC dropped from the 90K level to 86K, with strong selling sentiment, leading to significant declines in major cryptocurrencies, and altcoins faring even worse. LaoYao, who chose to go long, also faced a severe hit, with long positions in SOL and OKB being trapped. The contract direction for OKB is nearing the set stop-loss line of $99;
▎Coinbase CEO Davos Insights: Rapid Development of Tokenization
Coinbase CEO Brian Armstrong shared insights on social media about key takeaways from participating in the World Economic Forum in Davos: The rapid development of tokenization Starting with stablecoins, it is now expanding to various assets. Leaders of Fortune 500 companies are also paying attention. Tokenization will democratize access to high-quality investments, with approximately 4 billion adults currently unable to access these markets (i.e., 'unbrokered individuals'). Significant progress is expected in this area by 2026.
Crypto Legislation and the CLARITY Act As Trump stated, we want to maintain the United States as the global crypto hub. Over the past two weeks, we have had countless discussions with key players in Washington and Davos. All parties are working to draft legislation that benefits everyone—especially consumers—which has also sparked some positive discussions. I can say that most bank CEOs I met this week are very supportive of crypto and see it as an opportunity (although some have not fully acknowledged it yet). A CEO of a top ten global bank told me that crypto is their top priority, and they view it as a matter of survival.
Trump and the Current Government are the Most Supportive of Crypto Globally They are committed to correctly advancing market structure building. These clear rules are crucial for global competitiveness (especially in the context of China and other countries pushing for the development of stablecoins), and they will also return funds to the people, solidifying the United States' status as the global crypto hub.
Coinbase and Circle Collaborate in Bermuda The two parties announced their collaboration aimed at building a fully on-chain economy. We look forward to making progress in this area and providing a model for other countries.
#Daily Crypto Market Highlights: Mainstream Coins Stabilize
On January 25th (weekend), the cryptocurrency market fluctuates narrowly, with mainstream coins stabilizing. The Fear and Greed Index is at 25, still in the extreme fear range.
💡Trading Exchange: BTC holds the support at $89,000-$90,000, but upward momentum remains weak, still constrained by macroeconomic uncertainties in the short term. The exchange rate relationship between Bitcoin (BTC) and Ethereum (ETH) remains relatively stable as the market digests recent fluctuations. In the short-term dimension, the long and short battle at the 90K level for BTC and the 3000 level for ETH is a key highlight for the direction of cryptocurrency. LaoYao is particularly focused on OKB, continuing to go long.
In the past two days, there has been weak consolidation, possibly related to the United States' potential military strike on Iran.
LaoYao_Japan
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#Daily Cryptocurrency Market Highlights: Weak Consolidation, Mainstream Coins Stabilize
On January 24, the cryptocurrency market showed a weak fluctuation with some local stabilization. Bitcoin and Ethereum saw slight rebounds, and some mainstream coins stopped falling and stabilized. The Fear and Greed Index is at 24, still in the extreme fear range.
💡Trading communication: BTC holds the support at $89,000-$90,000, but upward momentum remains weak, still under pressure from macro uncertainties in the short term. The exchange rate relationship between Bitcoin (BTC) and Ethereum (ETH) remains relatively stable, with the market digesting recent fluctuations. In the short-term, the 90K for BTC and the 3000 for ETH are key points for the direction of cryptocurrencies.
#Daily Cryptocurrency Market Highlights: Weak Consolidation, Mainstream Coins Stabilize
On January 24, the cryptocurrency market showed a weak fluctuation with some local stabilization. Bitcoin and Ethereum saw slight rebounds, and some mainstream coins stopped falling and stabilized. The Fear and Greed Index is at 24, still in the extreme fear range.
💡Trading communication: BTC holds the support at $89,000-$90,000, but upward momentum remains weak, still under pressure from macro uncertainties in the short term. The exchange rate relationship between Bitcoin (BTC) and Ethereum (ETH) remains relatively stable, with the market digesting recent fluctuations. In the short-term, the 90K for BTC and the 3000 for ETH are key points for the direction of cryptocurrencies.
On January 23, the cryptocurrency market showed a weak consolidation trend, remaining in a phase of high-level digestion and adjustment overall. 💡Trading Communication: In the past 24 hours, the basic sentiment has been digesting the emotional gap stirred by Trump in Davos, with no major negative factors and a lack of strong new narratives to drive it. Narrow fluctuations make it difficult to judge the direction for medium to long-term active operations. Short-term perspective—— LaoYao believes that the downside risk margins for OKB and SOL are relatively controllable, with a higher probability of short-term gains of 10-15 points; Additionally, once BNB enters the 850 range, it can be considered for long positions, expecting a floating profit margin of 10%.
▎Look at the chat records between that 32-year-old programmer who died suddenly and his partner, realizing that I am actually very lucky and very happy.
Seeing the WeChat conversation between the 32-year-old programmer from the mainland and his partner, short and only two words, what hits me is not only the oppressive feeling of "it's not easy to be alive"; there is also a sense of distance in their communication.
As a middle-aged man living abroad, residing alone in the Kanto countryside of Japan; every day I will video call my wife who is still in Beijing for no less than an hour; even though it's casual chatting, there is still a warm feeling in the simplicity.
Every time I return to Beijing, in that small home in Tongzhou, the time for mutual communication is even more abundant.
Of course, there is also a sense of anxiety about life prospects and it is precisely because of this, so in 2024, I initiated the current Plan B; fortunately, the distance between Tokyo and Beijing is short, tickets and time are still controllable...
The threshold for signing management has been raised, which has increased uncertainty; in recent days, the visa update process, has often put me into an invisible anxiety; and video calling her in Beijing, is the most effective way to ease anxiety...