Moenihan: Interest rates will continue to decline, which is positive for the market

IMF Warns Stablecoins Could Reshape Global Payments

The IMF warns that stablecoins may disrupt global payments and weaken local currencies in inflationary economies. While offering benefits like faster cross-border payments, risks include lack of regulation and potential for illicit activity. Regulatory clarity is essential for stability.

Bank of America Global Research: Expect the Bank of Japan to raise interest rates by 25 basis points in April

BlockBeats News, February 10 — Bank of America Global Research states that the Bank of Japan is expected to raise interest rates by 25 basis points in April, earlier than the previously expected June; it is also expected that the Bank of Japan will raise interest rates by another 25 basis points in September 2026, followed by two more increases of 25 basis points each in January and July 2027. (Jin10)

Non-farm payrolls may unexpectedly increase by only 70,000! White House: It's not an employment recession, but a productivity revolution

White House Chief Kevin Hassett states that future employment may decline due to slower labor force growth and increased productivity. From November to December, the average non-farm payroll increase was 53,000 per month, far below the pre-pandemic average of 183,000. He emphasizes that the economy is not weak, and tighter immigration combined with rising productivity allows growth even with limited labor force. The January forecast is an increase of 70,000. Powell says that demand and supply are declining simultaneously, making it very difficult to interpret at present.

Trump TACO Trading Bubble Bursts! Bitcoin Once Dropped to $60,000, Federal Reserve Warnings Ring Out

Federal Reserve Board Governor Christopher Waller stated on February 9 that recent sharp fluctuations in Bitcoin indicate that the TACO trading frenzy that occurred when the Trump administration took office has subsided. Bitcoin fell to $60,000 on February 5, nearly erasing the gains since Trump's election. Waller pointed out that the surge in volatility is driven by regulatory uncertainty and institutional risk management, with companies entering through ETFs being forced to close positions.

Bitcoin's year-end target price is 150,000! Bernstein: No large-scale leverage collapse has occurred

Research firm Bernstein maintains its Bitcoin forecast of $150,000 by the end of 2026, stating that the current dip is the least threatening downturn in trading history. The analyst team pointed out that recent weakness stems from a shift in market sentiment rather than a fundamental collapse, and this sell-off has not seen leverage crashes, exchange failures, or systemic vulnerabilities. Institutional support remains solid, with participation from spot ETFs, corporate finance, and mainstream asset management firms unchanged. Miner debt structures are healthy enough to withstand a prolonged downturn.

Why did Bitcoin drop today? Long-term holders sold 245,000 BTC, and the rate cut policy before non-farm payrolls remains uncertain.

Bitcoin reported $70,000 on February 10, and remains in a sluggish trend. Long-term holders' net positions decreased by 245,000 BTC, but the total supply increased from 13.63 million to 13.81 million, indicating reallocation. On February 6, 66,940 BTC flowed into accumulated addresses, reaching the weekly maximum, indicating whale accumulation. The Sharpe ratio of -10 hits a new low, consistent with the late bear market.