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Macroeconomic Perspective
It is expected that Warsh will not be able to immediately implement his policy proposals of interest rate cuts and balance sheet reduction after taking office. The tight interbank liquidity limits the space for balance sheet reduction, and the interest rate path is constrained by employment and inflation data. His policy framework may lack flexibility and needs to balance the FOMC stance with his relationship with Trump.
Gold and silver crash, dollar strengthens: Is Warsh a friend or foe?
The market has fluctuated sharply due to the possibility of Kevin Warsh leading the Federal Reserve. His contradictory stance of supporting interest rate cuts while insisting on balance sheet reduction has led to a crash in gold and silver prices and a strengthening dollar. Investors are worried about tightening liquidity, and there are significant differences on Wall Street regarding his independence and policy influence.
Behind the Senate Agriculture Committee's passage of the CLARITY Act is a bleak outlook
Due to the collective opposition of Democratic senators, the committee's vote barely passed amid strict partisan divisions. If partisan opposition continues, its outlook may become increasingly bleak as elections approach.
The real culprit behind the crypto crash: The Warsh effect
Trump's nomination of hawk Kevin Warsh as Federal Reserve Chairman triggered a crash in the cryptocurrency market. Bitcoin fell to $78,214, with Ethereum and others dropping over 18%, as the market feared that tightening monetary policy would lead to liquidity depletion and ETF outflows.
The White House convened representatives from the crypto industry and banking sector for a crucial dialogue on the stablecoin yield controversy in the CLARITY Act, aiming to promote legislative progress and balance innovation with financial stability.
Market Volatility
No black swan: Four atypical speculations on Bitcoin's overselling "culprit"
Bitcoin suddenly plummeted without any warning, entering the third-largest oversold zone in history, with the balances and psychological defenses of bulls simultaneously collapsing. What confuses the market is that this spiral decline lacks a clear trigger. Some atypical speculations attempt to explain the strangeness of this market movement.
On February 6, Bitcoin's drop below $65,000 triggered global panic, and MicroStrategy fell into rumors of a "liquidation spiral." This article dissects its capital structure and debt attributes, revealing Michael Saylor's underlying logic of "not liquidating even if it falls to $1."
Wall Street's hottest trades retreat across the board
Wall Street's popular trades have fully shifted to risk aversion, with technology stocks, gold, and Bitcoin plummeting. The market is worried about excessive AI spending and overvalued assets, leading investors to adopt defensive strategies.
Why are gold, U.S. stocks, and Bitcoin all falling?
Global assets are collectively crashing, driven by market concerns over the AI bubble and fiscal sustainability, triggering a liquidity crisis. Cryptocurrencies, as risk assets, are the first to suffer, with investors panic-selling to obtain dollar cash.
Bitcoin continues to plummet, is MSTR forced to sell becoming the focus?
The narrative of "old money entering the market" has failed, and in the absence of new buying, the high positions of institutions may turn into sustained selling pressure.
CICC: When gold and U.S. Treasuries run parallel
To end the gold trend, the U.S. must pay a high price to restore trust in U.S. Treasuries and solve the "three out of two" dilemma of low inflation, low interest rates, and dollar hegemony.
The Story of Epstein
Genius or devil? The life of Epstein, who no one believes even if made into a movie
Epstein went from a mathematical genius to a financial tycoon, manipulating global elites through power and sex trades, involved in sexual scandals, financial fraud, and political conspiracies. His bizarre death and the crash in crypto markets have sparked conspiracy theories.
The U.S. Department of Justice has disclosed Epstein's files, revealing his early connections to cryptocurrency: investing in Bitcoin, participating in Blockstream financing, funding Bitcoin Core development, inviting Saylor to parties, and possibly even having contact with the Satoshi Nakamoto team, sparking speculation in the industry.
The "zombie" kicked out of Epstein's dinner party, yet Saylor became Bitcoin's biggest winner
In 2010, Epstein's publicist Peggy Siegal complained in an email about Saylor spending $25,000 to attend a dinner but leaving midway because he was as boring and hard to communicate with as a "zombie on drugs."
Using AI to analyze 260,000 Epstein files, uncovering this "crypto circle connection list"
Epstein was not an investor in the crypto industry. Piecing together multiple clues, what he did resembles more of an information broker.
About Vibe Coding and Agents
Socializing with crayfish: A wasteful computational "zombie network"
The content on the Moltbook platform has been criticized for being highly homogeneous, lacking the diversity and depth of a true human social network. Peking University professor Hu Yong and others believe that this pure AI social experiment is a "waste of computational power" and may exacerbate the proliferation of junk information on the internet.
Overview of the core projects in the OpenClaw ecosystem on the Base chain
The core includes six major projects: Clanker liquidity infrastructure, Bankr Twitter interaction DeFi platform, Moltbook agent social space, 4claw.org anonymous discussion board, clawd.atg.eth application deployment agent, and CLAWNCH asset issuance platform.
The golden age of Vibe Coding: Open source is quietly dying
While Vibe Coding improves programming efficiency, the AI mediation is severing the feedback and income of open-source maintainers, which may weaken the software ecosystem in the long run. The paper calls for a reconstruction of profit distribution, viewing open source as a foundational infrastructure that needs investment.
One million agents socializing: After Moltbook goes viral, MEME faces speculation
Moltbook's AI social experiment has gone viral, with over a million agents actively participating, but it has exposed security vulnerabilities and fake account issues, while also driving the crypto MEME craze and sparking deep debates about AI autonomy.
The AI assistant ClawdBot (now OpenClaw) has become popular, capable of controlling computer applications through messaging platforms, even fixing code and managing smart homes. Founder Peter Steinberger believes AI will replace 80% of mobile applications but emphasizes that human taste and judgment are indispensable; otherwise, the output will be garbage.
The AI platform Rentahuman.ai allows AI to hire humans to complete real-world tasks, with nearly 110,000 registered users paying with cryptocurrency, exploring a new model of human-machine collaboration, with cryptographic technology becoming a key infrastructure.
Seizing Opportunities
The PANews analysis team conducted a three-day data review of the Bitcoin 15-minute price prediction market, covering 1.05 million transactions. For ordinary participants, they must either become top sharpshooters with high win-rate strategies or maintain extremely low frequency and restraint; otherwise, frequent trading is likely to only contribute profits to the ecosystem.
Five Key Indicators to Analyze Bitcoin's Strong Bottom: Is the Bottom Buying Opportunity Here?
After the market turned bearish, where exactly is the bottom range for BTC? Multiple indicators suggest that Bitcoin may be approaching or in a bottom area, but the specific bottom still needs further confirmation in conjunction with market trading volume.
Hyperliquid Enters the Prediction Market Arena: What Are the Selling Points of the HIP-4 Protocol?
Hyperliquid launched the prediction market feature Outcomes, and its token HYPE surged over 10%. This feature employs full collateralization and non-linear settlement, sharing margin with existing trading products, aiming to redefine the rules of prediction markets.
Web3 Matters
Multicoin Partner Leaves, But I’m Not Ready to Leave the Table Yet
Crypto VC Multicoin partner Kyle Samani announced his exit from the crypto industry to shift towards AI and other fields. His departure has prompted industry reflection: the crypto sector is transitioning from grand narratives to reality; while financial applications exist, confidence is shaken by AI, and some still hold on to seek possibilities.
Circle: Why Do 95% of Stablecoins Ultimately Go to Zero?
The issuance of stablecoins is not a technical issue but a strategic choice concerning trust and compliance. Most projects fail due to a lack of operational capability, and companies should prioritize using mature stablecoins rather than reinventing the wheel.
Recharge Your Faith: Ten Coins Can Be Called Candidates
The Bitcoin halving in 2024 will make its scarcity surpass that of gold, with ETF expectations driving up coin prices. Bitcoin is the only long-term value asset; beware of altcoin traps, and it is recommended to accumulate coins during a bear market as an anti-inflation asset. For ordinary investors, understanding and firmly holding Bitcoin is key to participating in this crypto game and potentially winning.
The Biggest Airdrop in the Crypto Circle Comes from Yuanbao
The crypto market has plummeted, causing significant losses for investors, who have turned to "grabbing Yuanbao red envelopes" for comfort. Compared to the high risks and low returns of Web3 airdrops, Web2 cash red envelopes are more reliable.
Key News
Epstein Funded Crypto Company Blockstream, Discussed Bitcoin with Peter Thiel, Adam Back, and Others
Rich Dad Poor Dad Author: Prepare to Buy When Gold, Silver, and Bitcoin Markets Crash
Anthropic Plans to Allow Employees to Sell Shares at a $350 Billion Valuation
Ark Invest Increases Holdings in Stocks of Companies like Bitmine, Coinbase, and Circle
U.S. Stock Indices All Closed Lower, Coinbase, Circle, and Others Fell Over 4%
Trump Signs Funding Bill, Ending Partial Government Shutdown
Chiliz to Launch U.S. Fan Tokens, 10% of Revenue Will Be Used to Buy Back and Burn CHZ Tokens
Ark Invest Accumulates Circle, Bitmine, and Other Crypto Stocks, Totaling Over $24 Million
Trend Research Deposits 20,000 ETH on Binance, Suspected to Sell 47,000 ETH Within 6 Hours
Delphi Digital: 97% of Altcoins Have Been in a Downtrend Since Last January, Average Drawdown of 78%
Santiment: Whale Holdings of BTC Reach a 9-Month Low, Retail Holdings Rise to a 20-Month High
MSTR Reports a Net Loss of $12.4 Billion in Q4 2025, Stock Price Plummets 17% on the Same Day
Saylor's Unrealized Loss Exceeds $10.1 Billion, Tom Lee's Unrealized Loss Exceeds $8.65 Billion
The OTC Price of USDT on Binance Rises to 7.1 Yuan, Selling Price Rises to 7.03 Yuan
Bitcoin Plummets 15.48% in a Single Day, Marking the Largest Single-Day Drop Since the FTX Collapse
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