Dson99

This week (10–13/2/2026), the crypto market will face a series of extremely important US economic data. International experts predict:
🔶 US labor continues to improve (NFP stronger than expected).
🔶 Inflation cools slightly (CPI eases compared to last month).
Highlighted economic calendar (Vietnam time +7h):
🗓️ Tuesday 10/2 – 20:30

Core Retail Sales m/m & Retail Sales m/m (USD) – Measuring consumer purchasing power, directly affecting Fed expectations.

An old Bitcoin vulnerability (2010) once created 184.4 billion BTC “from nothing” – far exceeding the limit of 21 million, however Satoshi fixed it in just 5 hours, forked the chain and cleared everything, the network remains safe to this day.

But the recent Bithumb incident has raised significant doubts:
🔶 The wrong exchange sent 620,000 BTC (~$44 billion) to 695 users (each person 2,000 BTC instead of 2,000 won).
🔶 Actual reserves only ~46,000 BTC → Causing a flash crash of BTC down to $55k on Bithumb.
🔶 Recovered 99.7%, compensating the remaining part from personal assets – NOT a hack, just an internal error.

The Bitcoin network just adjusted the difficulty down to 125.86 T (at block 935,424), a decrease of 11.16% – this is the largest negative adjustment since July 2021!

Main causes
🔶 BTC price plummeted sharply (from a peak of ~$126k down to the $60k–$70k range), causing mining costs to far exceed revenues → Many miners turned off their machines, resulting in a ~20% decrease in total network hashrate over the past month.
🔶 Winter storm Fern swept through the US at the end of January 2026: Disrupting the power grid, forcing miners to curtail to support residents → Approximately 200 EH/s hashrate temporarily offline, Foundry USA lost up to 60% of capacity!

Binance SAFE “gathering” frantically: Withdrawn an additional 4,225 BTC ($300M) from Hot Wallet – Total accumulated in 1 week: 10,455 BTC ($739M)!
Binance is implementing a plan to convert $1 billion into BTC systematically and robustly:
🔶 In the past 24 hours: Binance's SAFE wallet has withdrawn 4,225 BTC worth approximately $300 million directly from Binance Hot Wallet.
🔶 Total for the last week: Accumulated 10,455 BTC ≈ $739 million (average BTC price ~$70,600–$71,000).

The market is experiencing a Black Friday with wallet burn: BTC is plummeting terribly, holders are trembling… But looking at the two 'founders' of the industry, one must be shocked by their resilience.

🐳 Strategy: Holding losses not yet realized over $8.58 billion (total investment capital over $54.2 billion).

CEO 'Phong Lê' is still smiling brightly during this morning's talk:
“Even if Bitcoin drops to $8,000 and stays flat until 2032, with Strategy, I am still carefree.”

A large holder address of $ETH has been silent for 2 years and has suddenly become active again with a very notable move:

In the past 24 hours, this whale has withdrawn a total of 44,233 $ETH worth $88.02 million directly from Binance (starting with 34,233 ETH ~$68.78M, then completing it within the day).
Position details
🔶 2 years ago: Accumulated 24,386 $ETH and staked it all into the Eth2 Beacon Deposit Contract – currently still receiving stable yield.

The weekend market is heating up again after a strong correction. $BTC has made an impressive rebound of +15% in just 1 day, surpassing the $70K mark, gold $XAU is nearing $5,000. Clear signs of recovery, but still need to monitor closely!

📊 ETF Spot Session 06/02 (updated data):
🔶 BTC: Positive +$99.1M (BlackRock has not reported).
🔶 ETH: Positive +$24.6M (BlackRock has not reported).
🔶 SOL: Am -$11.9M. → Cash flow is still flowing into BTC & ETH, indicating that institutions still have confidence despite market fluctuations.

BTC is bouncing back to ~70,000 USD, volume is surging but the order book tells a different story: Whales are not chasing prices up, they are waiting to accumulate at lower levels!

🔴 “Dead Zone” 50,000 USD – Ultimate Support from Big Boys:
🔶 Passive buy order 18.82M USD hanging for 267 days, non-cancellable.
🔶 Just added an additional 12.19M USD → Total >31M USD ambushing here. → This is the 'final barrier' that sharks believe the price will test again to accumulate cheaply.
Multi-Layer Support Matrix (Layer Trap):

Check the Bitcoin cycle var chart – the pattern is frighteningly repeating:

🔶 2018 bear: Decrease -86% from ATH → painful bottom.
🔶 2022 bear: Decrease -78% from peak → FTX collapsed, everyone thought 'crypto is dead'.
🔶 Current cycle (2025-2026): From ATH ~126k (October 2025), BTC has dumped to around ~64k today (2/6/2026, low hit ~60k then slightly rebounded) → drawdown approximately -49% to -50%
But if considering some long-term chart cycles, many analysts are highlighting a -72% drawdown equivalent to the previous phase – and the scenario of 35k (or lower) could very well happen if the bear drags deeper.

PLEASE STAY CALM AND LOOK BACK AT SOME STATISTICS
By the end of 2022, BTC hit a bottom around 16k – the darkest moment:
🔶 USD surged (DXY hit a decade high).
🔶 Fed tightened liquidity (continuously hiking rates).
🔶 FTX exchange collapsed, bad news pouring in from everywhere.
🔶 Fear & Greed Index dropped to ~5–10 points – a level of extreme fear.

What was the mood of investors at that time?
🔶 Everyone thought BTC would drop to 10k or even 0.