binancesquaretalks

皆が次の物語を追いかけるのに忙しいです。
AI。ミームコイン。新しいレイヤー2。実験的L1。
その間、BNBははるかにエキサイティングではないが、はるかに強力なことを続けています：それは使われ続けています。
そしてこの市場では、使用が熱気を上回ります。
これがBNBがこのサイクルで最もパフォーマンスの良い大型資産の一つになる理由です、たとえそれがCrypto xでトレンドにならなくても。
BNBに関する最大の誤解
ほとんどの人々は依然としてBNBを「単なる取引所トークン」と分類しています。
その見解は何年も前のものです。
BNBは今日の中心にあります：

金融市場における資産の強さは、価格の上昇だけでなく、最高点に達した後の挙動でも測定されます。最近、金と銀で見られたことは、一時的な下降動向に還元されるものではなく、より深いフェーズを反映しています。それは、歴史的なラリーの後の賢明な再評価です。

「あなたのマインドセットがあなたの最大の資産です。」
ほとんどのトレーダーが短期的な恐れに反応する中、Strategy Incのような機関は静かに長期的なポジションを築いています。2026年は多くの人が思っているよりも早く形作られています。
Strategy Incは2026年2月9日付の最新のForm 8-Kファイリングを発表し、ATM株式販売プログラムと進行中のビットコイン蓄積戦略という2つの主要な更新を強調しています。このレポートは、会社の市場ポジショニング、機関のマインドセット、長期的な見通しに関する重要な洞察を提供します。

序章:
市場が急速に変化する時代において、暗号通貨は追加収入を得るための最も強力な機会の一つとなり、Binanceは購入と販売以上のものを提供する最大の取引所として際立っています…完全な利益システムです。
💹 まず最初に: 暗号通貨の取引から利益を得るには？
Binanceでの取引は、次のことを活用するための扉を開きます:

I have been researching Ethereum closely, and the more time I spend on it, the more I start to understand why the market feels so divided right now. On the surface, Ethereum looks like it has stabilized. The price is hovering around $2,100, which already feels like a relief after the sharp drop to $1,750 just a few days ago. From that low, it has recovered more than 20 percent, and for many people, that sounds like a strong comeback.But when I look deeper, it becomes clear that this recovery is fragile.

Only a short time ago, Ethereum went through a brutal decline, losing around 43 percent of its value in just nine days. That kind of move leaves damage behind. Even though the price has stopped falling for now, the market has not fully regained confidence. I start to notice this when I look at futures data. Professional traders are still cautious. In my search, I found that futures prices are only slightly higher than spot prices, which usually means traders expect more risk ahead rather than a strong rally. If confidence was really back, that gap would be wider.

At the same time, I cannot ignore how strong Ethereum still is at a fundamental level. Despite price weakness, it remains the backbone of the crypto ecosystem. When I researched total value locked across blockchains, Ethereum still dominates by a huge margin, especially when its layer two networks like Base, Arbitrum, and Optimism are included. Most decentralized apps that people actually use are still built on Ethereum. Compared to other chains, even their biggest applications struggle to match the scale Ethereum has already reached.

Fees tell a similar story. Ethereum continues to generate a large amount of revenue from real usage, not hype. That tells me the network itself is not broken. People are still using it, building on it, and paying to interact with it. From a long-term perspective, that matters more than short-term price swings.

However, on-chain activity shows another side of the story. As Ethereum’s price dropped from around $3,000 toward $2,000, the number of tokens being transferred on the network suddenly jumped. In my experience, this kind of spike usually does not mean healthy growth. It often means stress. People are moving funds quickly, repositioning portfolios, exiting risky positions, or getting liquidated in DeFi. This kind of behavior often happens near fear-driven moments, what many call capitulation. Sometimes, that clears the way for stability later, but it does not guarantee an immediate recovery.

When I look at the charts, the technical picture also feels heavy. Ethereum is trading below important long-term averages, including a level many traders use as a historical support reference. If price stays below that zone for too long, it usually weakens sentiment even further. It tells the market that buyers are still hesitant.

Another thing that surprised me in my research is Ethereum’s supply. For a long time, many people believed ETH would be deflationary. Recently, that has changed. Over the past month, the supply has actually been increasing at a noticeable pace. This happens partly because activity on the main chain has slowed as users move to cheaper layer two networks. That raises questions about one of Ethereum’s strongest narratives.

Even Vitalik Buterin has acknowledged that scaling Ethereum through layer twos has not been as smooth as originally hoped. Some of these systems still rely on structures that do not fully meet Ethereum’s original security vision. From what I understand, this could push Ethereum back toward focusing more on scaling the base layer in the future, but those kinds of changes take time.

So where does that leave Ethereum now. From everything I have researched, it feels like a period of consolidation is more likely than a strong breakout. The price may move sideways between $2,000 and $2,400 while the market waits for clarity. For Ethereum to truly recover, it would need to reclaim higher levels and show stronger confidence from traders, not just users.

On the other hand, if it drops below $2,000 again, the pressure could increase quickly, and the market might revisit the recent lows. For now, Ethereum feels like a network that is fundamentally strong but emotionally bruised. The bleeding has stopped, but the healing process is still ongoing.

$ETH

#BinanceSquareTalks #BinanceSquareFamily #ETHETFsApproved

暗号市場は安定化: 安堵か罠か?
数回の大規模な売却の後、暗号通貨市場は安定化の初期兆候を示しています。時価総額は2.4兆ドルのラインを再び上回り、全体の取引量は最近のパニック駆動の高値から減少しています。これは、攻撃的な売却活動が徐々に落ち着き始めていることを示唆しています。
同時に、暗号関連のETFは、機関投資家の慎重な再参入を反映して、数日間の資金流出の後にプラスの流入を記録しています。しかし、この短期的な安堵にもかかわらず、市場のセンチメントは依然として深い悲観的です。恐怖の指標は極端な不確実性を示し、多くの投資家が反発を完全に信頼することにまだためらいを感じていることを示しています。