About 2 months ago, the price of USDT/VND reached 28,000. At that time, most people were holding USDT and even buying more, including myself. Because everyone thought or hoped the price would increase. Holding USDT was almost like being a king. However, currently, the price of USDT has dropped quite deeply by 6-7% to around 26.2xx, while the crypto market is still weak and has not recovered at all. On the surface, it may seem confusing, but if we look at the cash flow, the story becomes quite clear.
● First, money is withdrawing from the market, rather than remaining in crypto or USDT as before. Many people sell USDT simply because they no longer want to stay in the market; they need VND to hold cash, spend, or do other things. When USDT is sold directly for cash, a price drop is inevitable. ● Second, the supply of USDT on P2P is very high. Anyone who has traded recently will see more sellers than buyers. There is no panic, but it is clear that the sellers are dominating the buyers. ● Third, USDT is no longer being “held” like before. At the 28,000 level, USDT had a defensive factor. Currently, it is simply an intermediary tool — after buying, it is sold; no one holds it for long. When something is no longer held by many people, it will lose value.
In short, the drop in USDT is not because it is weak, but because: - Cash flow is moving out of crypto into precious metals (gold, silver...) - The demand to hold VND increases at the end of the year - The market is in a state of boredom, with investors staying out. - The global political situation is unstable. - Those holding at high prices are cutting losses, thinking the price will drop further.
I don't know when the price of USDT will rise again. Just holding USDT I've already lost hundreds of millions. So sad 😕 #USDT#VND
BITMINE ACQUIRES AN ADDITIONAL 40,302 ETH, INCREASES TOTAL ETHEREUM HOLDINGS TO 4.24 MILLION ETH, VALUED AT OVER 12 BILLION USD.
- BitMine is currently holding over 4.24 million ETH, equivalent to approximately 3.5% of the total Ethereum supply, after acquiring an additional 40,302 ETH since January 20. According to the company's announcement, the total amount of Ethereum reached 4,243,338 ETH, valued at approximately 12.3 billion USD at current prices. The most recent purchase alone is valued at around 117 million USD.
- Thanks to this move, BitMine's total crypto and cash assets have increased to 12.8 billion USD, including 193 BTC (~17 million USD), 682 million USD in cash, and 200 million USD in minority investment in Beast Industries. BitMine is now the public company with the largest Ethereum reserve in the market.
- Staking is becoming the strategic focus of the company. BitMine has staked over 2 million ETH, equivalent to nearly half of its holdings, helping create a stable cash flow on-chain. With a staking yield of approximately 2.81%, annual revenue is estimated to reach 164 million USD. The company also plans to deploy validator infrastructure in the U.S. by 2026.
BitMine's push for accumulating and staking ETH reflects the broader trend among crypto businesses, as Ethereum is increasingly seen as a long-term treasury asset, rather than merely serving short-term trading needs. $ETH
✍️$Gold and silver are racing to new all-time highs, so most traders believe that Bitcoin will eventually follow suit. However, things are rarely that easy. If you have spent enough time in this market, you will understand what supply squeeze and price suppression really mean. Once the market drains traders’ confidence, exhausts them, and makes them give up and walk away—that is usually when the real breakout happens. Moreover, when gold rises, it is often a sign that confidence in the USD is declining. Bitcoin tends to lag, but its volatility and upside magnitude are far greater. The longer the compression phase lasts, the more explosive the eventual move. On-chain data shows: The amount of BTC held on exchanges has dropped to only around 2.5–2.9 million BTC, indicating a clear contraction in supply. About 59% of total BTC supply has not moved for over one year. In January, both the 1–2 year holder group and the over-5-year holder group saw balance growth (the over-5-year group added approximately 95,000 BTC). This indicates that long-term participants are using this period of market frustration to accumulate, not exit. The Puell Multiple is currently fluctuating around 0.87–0.89. When this metric is below 1, miner revenue is below the annual average, signaling significant financial pressure after the 2024 Halving. Many small miners are capitulating or shifting toward AI infrastructure. Miner capitulation often acts as a confirmation of an accumulation zone before a major bullish phase, as selling pressure from newly issued supply is reduced. At this point, the most important thing for traders to do is simply wait. $XAU $BTC
Rising risks of a U.S. government shutdown are not just political noise—they highlight deeper structural stress in the global financial system.
At the surface, shutdowns disrupt government operations and delay economic data. But at a deeper level, they erode confidence in a system already burdened by record debt and rising interest costs. Markets react because they understand one thing clearly: instability accelerates the search for liquidity and protection.
Historically, every major stress event—from 2008 to COVID to recent banking crises—has been resolved the same way: more liquidity. Each cycle pushes debt and monetary expansion higher, making a return to “normal” policy increasingly unrealistic. The system is structurally forced to choose inflation over collapse.
This is where Bitcoin and crypto matter.
In an environment where fiat supply must expand to keep the system functioning, scarce and decentralized assets become a rational hedge—not a speculative bet. Bitcoin’s fixed supply, censorship resistance, and global liquidity make it uniquely positioned as a long-term beneficiary of monetary debasement.
Short-term volatility is inevitable. Risk assets may shake as shutdown headlines dominate. But long term, capital does not sit idle in a system designed to erode purchasing power. It migrates.
Government shutdowns, debt ceiling drama, and banking stress are not bearish for Bitcoin—they are reminders of why Bitcoin exists.
Noise fades. Liquidity remains. And over time, value flows toward assets that cannot be printed. $BTC $XAU
🔥Europe threatens to “dump” $10.4 trillion in assets to counter Trump’s tariff plans — what’s really happening?
Transatlantic trade tensions are heating up again as Trump renews threats of higher tariffs on European goods. This time, the EU’s response goes beyond rhetoric with a strong message:
Europe holds approximately $10.4 trillion in financial assets invested in the United States.
This is not an announcement of an immediate sell-off,
but a strategic warning.
If the tariff conflict escalates, Europe could:
Reduce exposure to U.S. equities
Reallocate capital away from U.S. bonds and USD-based assets
Apply direct pressure on U.S. financial markets and the dollar
What stands out is this:
👉 This is a capital war, not just a trade war.
In such a scenario, global markets could face:
Increased volatility in U.S. equities
Downward pressure on the USD
Safe-haven flows into gold
Heightened sensitivity across crypto markets to macro headlines
History shows that trade wars rarely produce winners,
but they always create opportunities for those who read the macro landscape correctly.
Markets don’t fear bad news —
they fear uncertainty and a loss of confidence.
👉 In the coming phase, risk management and capital flow analysis will matter more than ever. $BTC $XAU