The 1B Whale

HUGE

Former President Donald Trump stated that the United States and Japan are moving toward a significant expansion in U.S. energy exports to support Japan’s automotive fuel needs, according to his remarks.

While no official agreement confirming 100% sourcing has been released, the statement highlights ongoing discussions aimed at deepening U.S.–Japan energy cooperation and reducing Japan’s reliance on other foreign suppliers.

Venezuela has shipped crude oil to Israel for the first time in years, marking a significant shift in its export patterns following the reopening of Venezuelan oil exports after the capture of President Nicolás Maduro by U.S. forces.

According to multiple reports, the cargo is bound for Israel’s Bazan Group, the country’s principal oil refiner, in what would be the first Venezuelan oil delivery to Israel since 2020.

突發消息

據報道，法拉利擴大了其加密貨幣支付選項，現在在美國和歐洲接受以太坊（$ETH）作爲購車付款。

這一舉動突顯了奢侈品牌適應不斷變化的客戶行爲的更廣泛趨勢，因爲高淨值客戶越來越多地參與鏈上資產和數字支付渠道。

與其引領採用，支付基礎設施正與已有的需求對接——這標誌着加密貨幣在高端消費市場的持續正常化。

CLARITY ACT TALKS: NO FINAL DEAL, BUT PRESSURE BUILDS

Today’s White House meeting concluded without a final agreement on the issue of stablecoin yield. However, the outcome signals continued momentum rather than failure.

The session functioned as a pressure mechanism, narrowing differences and sustaining engagement between key stakeholders.

突發

摩根大通已下調對Coinbase (COIN) 的目標價格，將估計從$399削減至$290，依據最新的分析師更新。

這次修訂反映了對市場狀況和公司特定因素的重新評估，並可能影響短期投資者對與加密相關的股票的情緒。

突發

社交媒體上流傳的未經證實的說法稱，前總統唐納德·特朗普發表了將軍事行動與比特幣價格持續上漲聯繫起來的言論。目前沒有官方確認或可靠來源證實這些說法。

儘管缺乏驗證，這一謠言短暫影響了市場情緒，比特幣在高度不確定的情況下經歷了短期賣壓。

市場參與者被建議依賴官方聲明和可靠來源，因爲政治驅動的錯誤信息可能會在沒有基本面的情況下引發短期波動。

MASSIVE:

Visa is now settling stablecoin transactions on Ethereum.

One of the world’s largest payment networks is quietly upgrading its rails.

Finance is going on-chain by necessity.

突發

美國參議員馬爾科·魯比奧警告稱，美國 dollar 的全球主導地位正接近一個關鍵轉折點，他表示在未來五年內，美國可能會失去通過基於 dollar 的金融系統有效執行制裁的能力。

魯比奧的言論反映了美國政策制定者對去美元化、地緣政治變化以及在國際貿易中越來越多地使用替代支付系統和貨幣的擔憂。

最新消息

聯邦儲備委員會理事克里斯托弗·沃勒表示，加密貨幣市場的價格下跌並不罕見，並指出過去也發生過類似的下跌，主要的修正是新興資產類別的正常特徵。

在回顧比特幣歷史價格演變時，沃勒評論道：“多年前，如果有人說比特幣會達到10,000美元，反應將會是難以置信，”強調了人們對加密貨幣估值的看法隨時間發生的變化。

CRYPTO AND BANKING SECTORS TO MEET TUESDAY OVER STABLECOIN REGULATION

The White House will host a second round of discussions on Tuesday, February 10, bringing together major banks and cryptocurrency industry representatives to address the regulatory framework for stablecoins.

According to sources familiar with the matter, officials aim to revisit unresolved issues—particularly whether crypto companies should be allowed to offer interest-bearing stablecoins—in an effort to reach a regulatory compromise.

Executives and representatives from major financial institutions, including Bank of America, JPMorgan Chase, and Wells Fargo, are expected to attend, alongside crypto industry leaders and trade groups representing firms such as Coinbase, Ripple, and Circle.

The meeting is intended to break the current legislative deadlock and support progress on the Clarity Act, a bill seen as central to establishing clearer rules for the digital asset sector.

BREAKING NEWS

🇺🇸 According to current congressional counts, House Democrats are reportedly two votes short of advancing impeachment proceedings against former President Donald Trump, with a potential decision window extending until March 31.

JUST IN

The U.S. dollar selloff is accelerating, down roughly 1% against the Japanese yen and Swiss franc.

📉 What this signals:

Risk-off flows into safe-haven currencies

Growing pressure on the USD carry

Sensitivity to rates, macro data, and policy expectations

Historically:

A weaker dollar can ease financial conditions

It often acts as a tailwind for commodities and risk assets, including crypto

CLAIM / CONTEXT

Comments attributed to Tether CEO Paolo Ardoino are circulating online, suggesting that recent crypto market conditions may be linked to actions by major exchanges, including Binance.

⚠️ Important clarification:

No verified quote confirms Ardoino directly blamed Binance

Tether has not issued an official statement assigning responsibility

Market conditions are influenced by liquidity, leverage, macro factors, and positioning, not a single actor

UPDATE

The Bithumb internal miscredit incident involving 620,000 BTC has been resolved.

According to reports:

99.7% of the miscredited amount was recovered

The remaining 1,788 BTC was covered using Bithumb’s own reserves

Customer balances are now 100% backed

⚠️ Important clarification:

No Bitcoin was created on-chain

The issue stemmed from an internal ledger/system error, not the Bitcoin network

MASSIVE (UNCONFIRMED / RUMOR)

Claims circulating online suggest that President Trump may support eliminating capital gains taxes on Bitcoin and crypto investments.

⚠️ Important context:

No executive order, bill, or official statement confirms a 0% capital gains policy

Any change to capital gains taxes would require Congressional approval

No details exist on scope, thresholds, or implementation

At this stage, this is speculation, not policy.

If such a proposal were ever advanced, it would be a major shift for:

Crypto adoption

Investor behavior

U.S. tax policy

謠言（未確認） 🇺🇸

網上流傳的說法聲稱，一些Coinbase用戶正在經歷比特幣提款延遲，引發了人們對該交易所可能面臨流動性限制的猜測。

⚠️ 額外的說法暗示Coinbase "拋售BTC以低價回購" 的說法未得到驗證，也沒有鏈上或官方數據支持。

重要背景：

提款延遲可能由於網絡擁堵、維護或合規檢查而發生。

沒有證據表明Coinbase "已經沒有比特幣"。

Coinbase沒有發表任何確認流動性問題的聲明。

BTC交易接近$71,000與失敗回購敘述的說法相矛盾。

在這個階段：

❌ 破產聲明 → 未被證明

❌ 市場操縱聲明 → 投機性

✅ 用戶報告的問題 → 需要驗證

在官方確認或鏈上證據出現之前，這應被視爲謠言，而非事實。

BREAKING

Italy has officially declined to join President Trump’s proposed “Board of Peace.”

No further details have been released so far regarding Italy’s reasoning or whether other countries are expected to follow.

This remains a developing story.

BREAKING (UNCONFIRMED / REVIEW)

Reports indicate the U.S. SEC is examining whether activity on Binance Futures may have contributed to cascading liquidations on October 10, 2025.

⚠️ Important context:

This appears to be a review, not an enforcement action

An examination does not imply wrongdoing

No official findings or conclusions have been released

Why this matters:

Liquidation cascades often result from high leverage + thin liquidity

Derivatives markets can amplify price moves without manipulation

Regulators are increasingly focused on market structure mechanics, not just assets

ROBERT KIYOSAKI (COMMENTARY)

Robert Kiyosaki says that if Bitcoin were ever to fall back to $6,000, he would buy more again.

The takeaway isn’t the price level — it’s the mindset:

Volatility is seen as opportunity, not fear

Conviction matters more than short-term price action

Long-term believers plan to add on extreme weakness

⚠️ This is a hypothetical statement, not a forecast that BTC will reach $6K.

Different investors, different risk tolerance.

Kiyosaki is making a point about buying fear, not calling a crash.

🚨 JUST IN:

Total outstanding U.S. credit card balances have hit a record $1.25 trillion, nearly doubling from around $660 billion in 2013.

📈 What this signals:

Consumers are leaning harder on revolving credit

High interest rates make this debt more dangerous than ever

Household balance sheets are under growing stress

⚠️ Why it matters:

Rising delinquencies tend to lag peaks in credit usage

This often shows up before broader economic slowdowns

Less disposable income = pressure on consumption and growth