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Will 2026 be the hardest year for cryptocurrency? Even safe-haven assets have fallen together...

Recently, this market trend cannot simply be described as oscillation.
Bitcoin, ETH, and mainstream altcoins are all grinding downwards; the entire market feels like it has been pulled into a "risk flight mode" by some force.
In just a few days, several hundred billion in total market capitalization has been wiped out, squeezed by Federal Reserve expectations, geopolitical tensions, and various unclear macro variables that have affected risk appetite.

Price drops are normally the norm in the market, but this time it feels a bit different:

BTC once fell below around $73K, setting a new low since 2025.
ETH, SOL, and almost all mainstream altcoins are under pressure.
Even so-called "safe-haven assets" like gold and silver haven't stepped up to support the scene.

This synchronized downward rhythm is not a simple correction,
but rather resembles a macro risk reassessment + redistribution of capital structure.

To put it bluntly:
The market is not asking "where will the coins rise to" right now,
but rather "where is money willing to stop now".
When even safe-haven assets are shaking, short-term sentiment has been completely shattered.

Worse yet, the market atmosphere has been driven into an "extreme fear" zone. The Fear & Greed index is so low that it’s refreshing extreme data like an old account in a bear market.

During this phase, the easiest mistake to make is:
Focusing on prices to find the bottom
Focusing on short-term arbitrage trading
Focusing on who can best "call the rebound"

But the real market is teaching us one thing:
A drop is not a risk, but uncertainty is dominating the price.

Sometimes the price drops first because expectations are killed first;
Emotions collapse first because there’s no clear direction;
Even gold and silver not waking up indicates that capital prefers to hide in cash rather than choose any risk channel.

The experience of seasoned traders is:
This kind of phase is not about "waiting for the market to rebound",
but rather waiting for the market to find a position where capital can settle.

And this often occurs only after institutional expectations are clear and macro rhythms are well-defined.
Before that, it feels more like:
A psychological endurance test for traders.

This round of decline in 2026 is not just a simple downturn, but the market is re-pricing the entire framework of risk assets.
In this phase, focusing on sentiment is more meaningful than focusing on prices.

#美国政府部分停摆结束 #加密市场观察 #特朗普称坚定支持加密货币

Rich or poor
Come out to play for a few days first
Waiting for the market to warm up
Just like the temperature in Panzhihua
Warm and with warmth
Sooner or later the market will come
#特朗普称坚定支持加密货币 #BTC何时反弹？ #贵金属巨震

🚀 Are institutions really starting to take BNB seriously? Grayscale has included BNB in its large-cap ETF, sparking a new round of thinking!

Today, there's an interesting piece of news that many people have overlooked—Grayscale has included $BNB in its multi-asset ETF (CoinDesk Crypto 5 ETF / GDLC) during its routine adjustments.
This is not just a technical reallocation; it's a recognition signal from large institutions regarding changes in market structure.

The GDLC fund is not simple: it covers mainstream coins like BTC, ETH, SOL, and XRP, serving as a “broad-based channel” for traditional institutions participating in the crypto market. It itself represents the logic that assets beyond Bitcoin are also worth being included in long-term allocations.

Now that BNB has been added, it signifies two noteworthy points:

1. Institutions are beginning to systematically view exchange ecosystem assets positively.
2. BNB is no longer just a minor utility token for trading fee sharing; it has become part of a large-cap index allocation.
In a time of low market sentiment, this move is more tangible than simply saying, “I’m bullish on BNB.”

Market structure is quietly changing.
Previously, international institutions focused more on BTC/ETH; now they want to see the performance of a basket of assets rather than betting on a single item. This “component stock-style allocation” approach is crucial for the evolution of market understanding.

Many people are fixated on spot prices, shouting “the market is bad, there’s no liquidity,”
but the real direction often comes from which assets are included in institutionalized products,
because real money won't scatter around due to short-term emotions;
it only cares about whether there are institutionalized channels to amplify allocations.

This GDLC adjustment places BNB alongside these large-cap assets, undoubtedly sending a subtle message to the Binance ecosystem:

“We are willing to let it into the mainstream diversified investment basket.”

Of course, this doesn’t mean BNB will explode tomorrow;
but in a market as cold as a refrigerator that’s been sitting for two days,
institutions are not just making statements; they are gradually placing their bets into structured products.

To clarify today’s signal simply:
When institutions start treating ecosystem assets like BNB as part of the ‘large market’ for allocation, it indicates that the market structure is re-filtering out new dominant logic.

#BNB走势 #加密市场观察 #特朗普称坚定支持加密货币

🚀 Institutions are quietly accumulating ETH, while you are still watching the price? This signal is worth paying attention to more than the rise!

Recently, a very thought-provoking update from the blockchain community —
BitMine, owned by Tom Lee, has significantly increased its holdings by approximately 41,788 Ethereum. This week, they continued to expand their positions, allowing their ETH inventory to surpass 4,280,000+ coins, accounting for about 3.5% of the total circulating supply. Even when the price fell from $3,000 to just over $2,300, the pace of institutional buying not only didn't stop, but accelerated.

In the words of an old player —
This doesn’t look like institutions are “gambling on price bottoms,” but more like betting on future structural wins.
Ordinary people chase price highs and lows based on emotions, while institutions are changing the supply structure with their scale and resources.

Looking closely at this increase, there are two more intriguing points:
BitMine has no debt pressure, is cash-rich, and can accumulate while staking for returns;
Even with weak ETH prices, on-chain transaction volumes and active addresses are reaching historic highs, indicating that user behavior and real network usage are heating up, yet prices are being suppressed by macro sentiments.

To be honest, this trend is more worth ignoring than “watching which moving average is about to break.”
There are too many short-term players in the market still asking “where is the price bottom,”
while the real big players calmly say: prices and fundamentals can decouple for a long time, but changes in supply and demand structure are the long-term direction.

This also explains a common contradictory phenomenon:
When the market is down, you feel like “no one is optimistic about ETH,”
but giants like BitMine are constantly increasing and stabilizing their positions.
This is not a coincidence; it is a market game at the institutional level. Unlike retail emotions, they are laying out the core asset allocation for future cycles.

🔥 “While everyone is watching the price, smart money is watching supply and scarcity.”

Of course, this kind of action doesn’t mean the price will surge immediately,
but it gives an important signal for the future —
when big players start accumulating heavily, that’s not speculation; it’s a redistribution of chips.

So if you’re still focused on short-term fluctuations,
it might be worth looking up to see what these institutions are doing:
they are not after short-term profits,
but long-term winning rates.

#ETH #BitMine扫货 #加密市场观察

$ZAMA I really forgot.
It's not that I was conflicted after seeing it in hand,
it's that I completely forgot this matter.

Until just now when I casually opened Binance and saw this coin,
at the moment I saw the balance, my heart went "thud"—
oh, right, I did invest in this new one.

Looking at the price again, fine, it has already made all the choices for me.
I directly upgraded from "new investor" to "forced long-term holder".

This is actually quite typical of an old investor.
When the market is good, I watch the market more diligently than my own life;
when the market weakens, even the arrival of coins can be automatically categorized by my brain as "talk about it later".

And the market is the most realistic:
if you don’t sell, it won’t wait for you.
The moment you forget, time will casually push you into the mid to long term.

In this current environment, Alpha TGE really tests human nature.
In a strong market, it's a "running game",
in a weak market it feels more like "who still remembers what they have".

So how will ZAMA go from here?
In the short term, I no longer expect it to save my mood,
if it can maintain its structure, that’s passing,
if it really takes off, it’s highly likely not due to my actions this time.

This wave of reflection for myself can be summed up in one sentence:
Not every loss is due to a wrong direction,
some just forgot too completely.

The mindset of an old investor,
sometimes it’s not faith,
it’s that the memory can’t keep up with the market.#ALPHA #加密市场回调 #tge

This wave is really a collective descent, falling without any hesitation.
That kind of speed where you just realize you want to take a look at stopping losses, and the price has already done the mental preparation for you.
ETH directly started at -10% in a single day. To be honest, when I saw that moment, I had no emotions left, just one sentence:
Alright, February 1 can be written into the memory book of the coin circle again.

This kind of market situation isn't really about a specific coin,
It's that the whole market has simultaneously pressed the 'stop dreaming' button.
No narrative, no rebounds, once liquidity is withdrawn, all technical positions are just decorations.

But to be honest, after being in this for a long time, there’s a strange calmness.
In the past, during such levels of plummeting, I would question life, question the project, and by extension, question myself.
Now it’s more of a subconscious observation:
——Is it that we have reached the stage where 'emotion is cheaper than price' again?

The biggest takeaway from trading coins over the years is actually one sentence:
What you really lose is often not the market, but those few operations with the heaviest emotions.
When chasing the rise, I feel like I'm catching the trend,
But when cutting positions, I realize I'm actually providing liquidity to others.

I also didn't dodge this wave; saying it was completely unscathed would be a lie.
But at least one thing has changed:
I'm no longer in a hurry to prove whether my judgment is right or wrong, nor am I fantasizing about a quick turnaround.
Holding onto the spot, treating the decline as if I'm starting another round of strong fixed investment,
Not touching leverage, not filling positions, just focusing on doing the 'staying alive' part well.

This is how the coin circle works,
When the prices rise, everyone feels like they are the chosen ones,
When they fall, it filters out who truly plans to stay at the table for the long term.

Will February 1 be the bottom of this phase? I don't know.
But what can be confirmed is——
Every round of truly big market movements is quietly brewing during these times of no emotions, no stories, and no confidence.

The advantage of seasoned traders isn't in predicting,
It's in having seen many falls, at least knowing when to move less.

#下任美联储主席会是谁？ #美国政府停摆 #加密市场观察

$BNB If you're not careful, BNB just dropped to the 8th floor, while I'm still standing guard on the 12th floor.
To say about recovering the cost, don't think about it in the short term; this position is clearly for seasoned investors.
But fortunately, I hold physical assets, being trapped is the norm, and cutting losses makes one look unprofessional.
If it drops further, I'll keep investing to average down.
The market will fluctuate, and people will age.
I believe in CZ, I believe in Sister One, BNB will take off again.
It's just a matter of time. At worst, I'll endure another bear market #CZ币安广场AMA #瑞典上线VIRBNB #美国政府停摆 #bnb

📉 Red day on the charts, but not for your mood
Markets dip, stress skips — this one’s on me 🧧
🎁 3888 $BTTC red packets are live
When prices go down, let the vibes stay up. Tap and breathe 🌿#美国政府停摆 #下任美联储主席会是谁？ #美国政府停摆

I actually resonated quite a bit when I first saw CZ's words

"Believe in yourself > Be swayed by others
Be responsible for your actions > Blame others"

These two sentences, when placed in the cryptocurrency circle, are almost a blood-and-tears summary.

In the first few years after entering the circle, to be honest, who wasn’t led by others?
A KOL's words, a chart from a community, a message in TG saying "we're taking off now",
my hand was already clicking to buy,
then it dropped——
I started looking for reasons, looking for someone to blame, looking for "who harmed me".

Later, I slowly discovered,
what truly turns people from retail investors into seasoned players,
wasn't how many times they made profits,
but the day you no longer need others to place orders for you.

Communities are originally meant for exchanging information and verifying understanding,
but too many people treat it as a "responsibility transfer device".
As long as it’s something seen in the group, said by the blogger, shouted by friends,
when losing money, one can casually say:
"It's not that I judged incorrectly, it's that he misled me."

But the market never buys this.

The confirmation button you click is you;
your drawdown is also your own.

I later found myself chasing "the hottest emotional communities" less and less,
it's not that they are useless,
but the higher the emotional density, the easier it is for them to make decisions for you.

A truly healthy community,
is not one that calls trades every day or creates idols every day,
but one where after you finish reading,
you can return more calmly to your own positions and your own logic.

As trading progresses, psychological changes become quite obvious:

Before:
👉 I hoped someone would tell me what to buy

Now:
👉 I hope someone can help me verify "Am I thinking wrong?"

What has changed in between is not the skills, but the sense of responsibility.

CZ's words are quite realistic in the current context——
When the market is bad,
the most dangerous thing is not the decline,
but when people begin to give up control over their own decisions.

Once you get used to being "swayed",
it becomes very difficult to stay steady when real opportunities arise.

Communities are important,
but they can only help you see yourself,
cannot walk for you.

Ultimately, the money you earn and the money you lose,
will become a part of your character.

This may be the most brutal,
but also the fairest aspect of the cryptocurrency world. #贵金属巨震 #美联储维持利率不变

The establishment of the community cannot do without everyone. Wishing all Binance Square builders a smooth journey and safety #币安广场创作 #一马当仙

⚠️ Gold and silver have stalled at high levels, and BTC has been dragged down: The market is transitioning from trend trading to short-term chaos.

Last night's market conditions were difficult to describe as "normal fluctuations."

Gold quickly plummeted from high levels, with an intraday volatility exceeding 400 dollars at one point, before being forcibly pulled back by capital; silver was even more extreme, with a maximum single-day decline close to 8%. Such a level of volatility would be considered fierce even in altcoins.
Meanwhile, $BTC also couldn't escape, momentarily breaking through the key support of 85,000+ during trading, with a clear damage to the short-term structure.

The issue isn't how much it has dropped, but rather that the behaviors of all assets are starting to converge.
Whether it's precious metals or cryptocurrencies, they are being rapidly sold off at the same time and then quickly bought back, indicating a shift in the market's dominant logic.

The previous market felt more like "patient capital slowly gambling,"
now it has clearly transformed into a short-term battlefield where it's fast in and out; those who are slow get hit.

Such market conditions usually indicate one thing:
Capital is no longer trying to bet on long-term directions but is instead responding to highly uncertain external variables. Geopolitical risks, policy expectations, and concentrated statements from influential figures have led to any asset that rises to a "sellable" level being preemptively cashed out.

So you will see a very counterintuitive picture:
Theoretically safe-haven assets are instead being used as liquidity tools.

In this structure, it is not surprising that Bitcoin is being dragged down.
When the market enters a stage of "exchanging speed for safety," BTC is no longer a hedging tool but resembles an emotion amplifier—kicked when it falls and quickly snatched away during rebounds.

This is not a failure of a particular asset,
but rather a typical signal that the market as a whole is retreating from a "trend phase" back to a "defensive phase."

In such an environment, the most important thing is not to judge long or short correctness but to recognize one point:
What matters now is not the direction but whether you can survive this wave of volatility.

When gold and silver experience 400 dollar-level fluctuations, silver has an 8% daily volatility, and BTC simultaneously loses key levels, it indicates that the market is no longer telling stories but is instead conducting a stress test.

#贵金属巨震 #下任美联储主席会是谁？ #加密市场回调

Bitcoin has been scared into a plunge: 85K support has broken, geopolitical tension + Fed hawkishness have all come into play!

Just saw the latest market situation, BTC suddenly dropped straight down from close to 90K, losing the 85,000 USD mark in one go, setting a new low in recent weeks. Other mainstream coins also fell along with it, not an isolated phenomenon.

This drop, while simple, is not so simple; it is the result of multiple pressures stacking:

First, geopolitical risks are on the rise.
The U.S. is increasing troops in the Middle East, and the situation in Iran is tense; such events often lead to funds retreating from risk assets and flowing into traditional safe havens like gold and bonds. This pressure directly reflects on the crypto market.

Second, the Federal Reserve continues to maintain a hawkish stance.
The FOMC did not give any dovish signals, meaning expectations for easing continue to be suppressed. Coupled with the fact that employment and inflation have not shown obvious softening, the Fed's reluctance to cut interest rates has further compressed risk appetite.

Third, long positions are being liquidated, amplifying the drop.
Trading volume surged, and leveraged positions were rapidly cleared. The pullback is not without logic; it occurs under conditions of no support levels + capital leaving the market.

In summary, market sentiment is:
It is not that BTC has lost value, but rather that "risk assets have perished under safe-haven sentiment."

It is important to note that Bitcoin sometimes does not act as "digital gold" during extreme risk aversion periods, and instead is sold off first because it still belongs to high-risk assets. Many times, the true safe-haven entry is not BTC, but gold, U.S. dollar bonds, and physical assets.

Structurally, this pullback also exposes one thing:

The short-term market is actually very sensitive to macro rhythms.
Risk events stacking + liquidity expectations shrinking = liquidity fleeing.
BTC is also uncomfortable when it does not drop, as short-term funds retreat first.

So what needs to be focused on now is not "how much it has dropped,"
but rather the next two things:

Will macro safe-haven sentiment continue to rise?
When and how will the Fed truly change monetary policy expectations?

This drop is not the "end of the world,"
but rather a panic correction after the market fluctuated at high levels.

Whether the market can stabilize depends on the repricing of macro liquidity and risk appetite.
BTC has not been defeated,
but it is simply not its time to "speak."

#BTC #加密市场观察 #美国伊朗对峙

​

Today, have you become a ping shen ma again:
When the demand comes, you nod; when the task comes, you work overtime.
What Yi Ma Dang Xian wants to say is just one sentence——
Slow down, the world will not collapse. #一马当仙 #MEME #memecoin🚀🚀🚀

🚨 The US employment signal has raised a "question mark", but Bitcoin remains unmoved? This is the true test of market patience!\n\nThe recently released data on initial claims for unemployment benefits in the US shows—\n209,000 people, higher than the market expectation of 205,000 people, with the previous value also revised up.\nThis indicates that the labor market is actually not weaker than expected, but rather shows slight signs of being tight. \n\nIn the macro context, this is significant:\nStronger-than-expected employment data usually weakens market expectations for a Federal Reserve interest rate cut.\nIn other words— the possibility of interest rates continuing to consolidate at high levels has been further amplified. \n\nBut what is more intriguing is not the data itself, but the market's reaction:\n\nBitcoin's price has shown almost no significant reaction.\nAfter the data was released, BTC fluctuated slightly around $88,000, but did not rise sharply nor was it scared into a sell-off. \n\nWhat does this indicate?\nIt's simple:\nWhat truly determines the market is not a single piece of data, but rather the "expectations and psychological boundaries".\n\nThe market now seems to be saying—\nThe report hitting back is not bad news\nThe linkage between stocks and bonds is unclear\nThose so-called "bullish/bearish" sentiments have been over-discussed\n\nIn this state, BTC has become a "patience tester":\nAs long as capital does not have a clear direction or intense emotions, the price will not fluctuate wildly.\nThe inability to rise is because the market is waiting for a "more certain rhythm",\nThe inability to drop indicates that "short-term panic is still being digested".\n\nTo be honest, this situation is something seasoned traders often encounter:\nBig data events themselves do not determine the market, but rather how the market interprets them.\n\nThis time, stronger employment data indicates that the labor market does not urgently need policy easing;\nIt essentially pushes back the expectations for interest rate cuts a bit further.\nAnd since the macro context is not responsive, capital naturally is not in a hurry to bet on high-volatility assets—\nBTC/crypto has become the kind of **field that requires "more critical catalysts" to truly mobilize.\n\nMore job positions ≠ Bitcoin about to explode,\nBTC is a patience game, not a fast commentary tool shouting directions every day.\n\nThis week, don't rush to focus on prices; paying attention to changes in expectations will be much more useful than watching candlestick charts.\n\n#美联储维持利率不变 #加密市场观察 #金价再冲高位 \n\n​