Some things I've learned after hodling bitcoin since early 2017
1. Never believe anyone's price predictions. 2. Don't "diversify" into other cryptos; none of them are actually decentralized, everything except bitcoin is a shitcoin (yes, really), and it's all gambling. The point of bitcoin is not gambling, but to end modern day slavery (fiat currency). 3. When everyone you know is talking about bitcoin, you're at the top of a bull market. You'll likely be too exuberant to realize it though. It will be obvious in hindsight. 4. Don't "trade some altcoins on the side to get more bitcoin". You are not that smart, and the overwhelming probability is that you will get wrecked. 5. DCA into bitcoin. Ignore your emotions. Don't try to time the market. Just stack what you can every paycheck. 6. Don't be too excited about bitcoin; people will feel like you're scamming them even though you're just trying help. 7. Go to meetups & conferences. Don't be isolated. Bitcoiners are generally very awesome people. 8. When people ask you about how to buy bitcoin, send them to a BITCOIN-ONLY company. Example for why: My cousin bought bitcoin (on Coinbase) during the bull market, then sold it for shiba on the same platform and now she pretty much lost everything. Bitcoin-only companies are the safest option to keep newbies from doing newbie things. 9. Be on #bitcoin twitter and nostr. Obviously if you're reading this, you're already here...but I didn't get on twitter until 2020 and can tell you that it's a lot less lonely hodling bitcoin when you see a bunch of other people on this platform experiencing the same things you are. 10. Be skeptical of influencers. Even me (I'm not a huge account, but still). Some are good, some are bad. Even if they have good intentions, their judgement can be clouded by bad incentives. 11. Stop trying to convince everyone you know that bitcoin will make everything better (even though it will). Instead, be a good resource for the people who eventually reach out to you about it. Be known as "the bitcoin guy" and let people come to you when they're ready. Have good content prepared for them to read/watch when they do. That is all. It's been a great ride so far and I'm happy to know you guys. #bitcoin #dyor #crypto2023
Solana (SOL) Nosedives by 25% in a Week: Further 50% Collapse on the Way?
The cryptocurrency market seems to can’t catch a break lately, and numerous digital assets continue to chart painful losses. Solana (SOL) is among the poorest performers, with its price plunging by 25% in the past week alone. According to some market observers, the bears might be just stepping in. Major Collapse on the Horizon? Just hours ago, SOL tumbled to approximately $95, its lowest level since February 2024. As of this writing, it trades at around $96, which is a staggering decline from the all-time high of almost $300 registered nearly a year ago. Many industry participants are now concerned that the asset may experience a further decrease in the short term. Ali Martinez, for instance, predicted that SOL could nosedive to $74.11 and even $50.18. The analyst, going on X as curb.sol, outlined $100 as an “extremely important level” for the token. In their view, holding that zone could result in a new bull run to a fresh all-time high, whereas the opposite scenario might lead to a crash to roughly $50 sometime this year. For their part, Alex RT₿ assumed the price may retreat to $70-$80 if SOL breaks below the $90 support level. Any Chance for the Bulls’ Return? It is important to note that some analysts believe the current rates could present great buying opportunities. The one using the X handle, Lucky, told their almost two million followers that “if the market behaves well, this could be a smart entry.” “Opportunities like this don’t show up often,” they added. Mookie also recently chipped in, vowing to go all-in should SOL drop below $100.
Meanwhile, some key indicators suggest it might be time for a rebound. SOL’s Relative Strength Index (RSI) fell well below 30, meaning the price has declined too much in a short period of time. Ratios under that level signal that SOL is oversold and due for a potential rally, whereas anything above 70 is seen as bearish territory. SOL RSI, Source: CryptoWaves Furthermore, exchange outflows have significantly surpassed inflows in the past several weeks. This suggests that investors have shifted from centralized platforms to self-custody, thereby reducing immediate selling pressure. SOL Exchange Netflow, Source: CoinGlass $SOL #TrumpEndsShutdown #solana
Binance Converts Another $100M to Bitcoin for SAFU
Binance added roughly $100 million worth of BTC to its SAFU reserveThe exchange is shifting its entire $1B SAFU fund from stablecoins to BitcoinThe move reinforces Bitcoin’s role as a long-term crypto reserve asset Binance has completed the second phase of its Bitcoin conversion for the Secure Asset Fund for Users, adding another $100 million worth of BTC to the reserve. The exchange confirmed the transaction publicly through its official X account, sharing both the wallet address and transaction ID to allow on-chain verification. That transparency signals this isn’t a symbolic move, it’s an operational one.
This latest conversion follows Binance’s announcement in late January 2026 that it would transition the full $1 billion SAFU fund from stablecoins into Bitcoin within a 30-day window. The plan marked a notable shift in how major crypto platforms think about reserve assets during volatile market conditions. The First Batch Set the Tone The initial conversion took place on February 2, when Binance transferred approximately 1,315 BTC, valued at around $100 million at the time. That first batch made it clear the exchange was serious about executing the strategy quickly rather than spacing it out indefinitely. The second tranche now reinforces that commitment. By breaking the conversion into batches, Binance reduces execution risk while still signaling urgency. It also allows the market to observe how a large-scale reserve shift into Bitcoin unfolds in real time, without sudden shocks. SAFU’s Role Goes Beyond Headlines SAFU was created in 2018 as an emergency insurance fund, financed by a portion of Binance’s trading fees. Its purpose has always been straightforward: protect users in extreme scenarios. Over time, the fund has evolved into a visible pillar of Binance’s risk management framework.
Importantly, SAFU includes a rebalancing mechanism designed to maintain a minimum value of $800 million, even as Bitcoin prices fluctuate. That structure adds a layer of stability, ensuring the fund remains functional rather than purely directional. A Broader Signal for Crypto Reserves Moving SAFU into Bitcoin isn’t just about asset preference, it’s a statement about confidence. Binance is effectively choosing BTC volatility over stablecoin exposure, betting that long-term scarcity and liquidity outweigh short-term price swings. That’s a notable stance for one of the largest players in crypto. As more institutions rethink reserve strategies, moves like this may shape how Bitcoin is viewed, not just as a speculative asset, but as balance-sheet infrastructure. Whether others follow remains to be seen, but the signal is already loud. $BNB $ETH $BTC
BlackRock has dumped over $10 billion worth of crypto since the start of 2026
BlackRock, a leading investment company and the world’s largest asset manager, has moved$10.3 billion worth of cryptocurrencies since the beginning of 2026. Specifically, the firm’s net digital asset exposure has dropped from $78.36 billion on January 1 to $68.06 billion at press time, February 4, according to real-time wallet tracking data Finbold obtained from Arkham. Bitcoin (BTC) and Ethereum (ETH) accounted for the vast majority of the outflows, or $7.79 billion and $2.51 billion, respectively, while the rest was spread among minor tokens, such as SPX. It must be mentioned, however, that asset prices have also dropped exponentially over the same period. For instance, BTC has declined 11.1% while Ethereum is down 21.22%. In other words, the negative net change is largely intertwined with the ongoing slump in the crypto market and does not necessarily represent sales per se, although holdings themselves did dropp (-2,930 bitcoin and -138,240 ETH). BlackRock crypto holdings. Source: Arkham For comparison, over the same period last year, BlackRock added $5.16 billion to its holdings, nearly all of it in Bitcoin, whose price had gone up just over 5% in January 2025. BlackRock’s most recent crypto losses The fund has reported some noteworthy redemptions over the past few days. For instance, it shed 6,306 $BTC , worth around $496.41 million, and 58,327 ETH, worth about $138.23 million, on February 2. This meant that BlackRock alone was responsible for 78% of the total daily U.S. Bitcoin spot ETF outflows and more than 53% of the overall Ethereum redemptions that day. On February 3, the situation was somewhat better. Namely, BlackRock’s Bitcoin holdings were $775 million in the green, while its Ethereum exposure went up by roughly $100 million. $BTC #BlackRock #TrumpEndsShutdown
Days Bitcoin has spent in price ranges: $1 - $10: 412 days $10 - $100: 352 days $100 - $1,000: 1356 days $1,000 - $10,000: 1115 days $10,000 - $100,000: 1966 days $100,000 - $1,000,000: 217 days $1,000,000 - $10,000,000: 0 days $10,000,000 - $100,000,000: 0 days
Plasma Blockchain Launches With $2B Liquidity and Zero-Fee Stablecoin Transfers
-Plasma launched with more than $2 billion in stablecoin liquidity from over 100 DeFi integrations, including Aave, Euler, Ethena, and Fluid. -Zero-fee USDT transfers are now live through Plasma’s proprietary PlasmaBFT architecture, with future plans to expand this feature to third-party apps.The network’s native token, XPL, debuted with a community-driven distribution and a pre-market valuation topping $6.9 billion FDV. -Backed by Bitfinex, Peter Thiel, and Tether’s CEO, Plasma aims to become a global payments backbone for digital dollars.
Why Plasma? Stablecoin infrastructure for instant payments
Stablecoins have become one of crypto’s dominant use cases, with over $250 billion in supply and trillions in monthly volume. Plasma is purpose-built to meet their demands with zero-fee USD₮ transfers, custom gas tokens, support for confidential payments, and the throughput to scale globally. Purpose Built: Most blockchains weren’t built with stablecoins in mind. Plasma on the other hand is designed from the ground up for high-volume, low-cost payments. Our infrastructure is optimized for the scale, speed, and reliability that stablecoins demand. Native Features Plasma offers stablecoin-native contracts that enable zero-fee USD₮ transfers, customizable gas tokens, and confidential payments. These features give developers the tools to build seamless, cost-efficient, and confidential user experiences. Deep Liquidity Plasma will launch as one of the most liquid stablecoin networks globally, with over $1 billion in USD₮ ready to move from day one. Developers can build on a network where deep liquidity is available from the start. EVM Compatibility Plasma is fully EVM compatible. Developers can deploy contracts using the same tools and workflows they already know, including Foundry, Hardhat, and wallets like MetaMask. All major EVM infrastructure and libraries are supported out of the box. Integrated Stablecoin Infrastructure Plasma supports stablecoin developers with integrated access to best-in-class infrastructure. This includes card issuance, global on and offramps, stablecoin orchestration, and advanced risk and compliance tooling, all powered by third-party providers and ready to use. Native Bitcoin Bridge Plasma includes a native, trust-minimized bridge for Bitcoin. Developers can move BTC directly into our EVM environment without relying on centralized custodians. This unlocks new applications at the intersection of stablecoins and the world’s largest digital asset. #Plasma @Plasma $XPL
Kayon is Vanar's onchain reasoning engine. It lets smart contracts, agents, and even external dApps query and reason over live, compressed, verifiable data. With Kayon, you can:
- Automate logic from a deed, receipt, or record - Validate compliance before payment flows - Trigger AI models to act on-chain with no oracles, no middleware, no off-chain compute
This isn't LLM marketing - it's real, structured AI-native logic embedded into the chain itself. Kayon makes Vanar the only chain that understands what it stores. #vanar$VANRY @Vanarchain
New Team Member: Vanar Appoints Payments Veteran Saiprasad Raut as Head of Payments Infrastructure
Vanar, the AI-native blockchain infrastructure company powering next-generation financial systems, has appointed Saiprasad Raut as its Head of Payments Infrastructure. This strategic hire strengthens the company’s position at the forefront of the next era of global payments, including stablecoin settlement, tokenized value, and agentic financial automation. Saiprasad brings more than 25 years of leadership across the global payments industry, with senior roles at FIS, Fiserv, Global Payments and Capgemini. He most recently served as Strategy Director for Worldpay’s Crypto and Emerging Business team, where he shaped enterprise adoption of digital asset payments and next-generation settlement rails. He also served on the Hedera Governing Council, co-chairing the Ecosystem Growth committee and contributing to enterprise blockchain standards. Vanar is building the infrastructure for a world where money moves instantly, intelligently and autonomously. This includes stablecoin-based global settlements, tokenized real-world assets moving across interoperable networks, AI and agentic systems managing payments, reconciliation and compliance in real time, as well as intelligent settlement logic executed on-chain through Vanar’s AI-native architecture. Saiprasad’s experience across traditional payments, crypto infrastructure and enterprise blockchain ecosystems makes him one of the few global leaders capable of bridging these domains. “Saiprasad is one of the most respected minds in global payments,” said Jawad Ashraf, CEO of Vanar. “He understands the legacy rails and he understands the new rails. His leadership accelerates our mission to build intelligent and agentic payment infrastructure that can support the next decade of financial innovation.” Saiprasad Raut, Head of Payments Infrastructure, on joining Vanar: “I have spent my career modernizing payment networks around the world. The next chapter will be shaped by AI-driven money flows, stablecoins, tokenization and autonomous financial agents. Vanar is building the infrastructure that makes this future possible. I am excited to help lead this transformation.” This appointment comes during a period of growing alignment between Vanar and Worldpay. Earlier this year, Worldpay became an official validator on Vanar Chain, reinforcing a shared commitment to responsible, compliant and scalable blockchain adoption for real-world transactions. #vanar @Vanarchain $VANRY
S&P 500 wiped out $831 billion. Nasdaq wiped out $844 billion. Bitcoin wiped out $102 billion. Crypto market wiped out $140 billion. Over $400 million in longs liquidated.
This comes after the U.S. military escalation against Iran.