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BitMine Assets: Holding over 4.24 million ETH, unrealized losses exceeding $6 billion, with a book value of approximately $9.6 billion. Liquidity issues: Severe leverage leading to "airbags"📉. Market expectations: Tom Lee warns of a painful reset in 2026, with a rebound still possible by the end of 2025🤞. Recovery points: Wintermute states the need for new BTC/ETH supply, ETF participation, vault authorization🔒, and retail inflow.

De-dollarization trading heats up, with Bitcoin seen as a key variable challenging the dollar system 【De-dollarization trading heats up, with Bitcoin seen as a key variable challenging the dollar system】0x News Report, according to Forbes, amidst the Davos Forum in 2026, market discussions on the impact of cryptocurrencies on traditional financial systems have significantly intensified. Analysts point out that Bitcoin is becoming one of the "Anti-Dollar Trades," reflecting global investors' concerns over U.S. policy uncertainties. JPMorgan Chase CEO Jamie Dimon, who publicly called Bitcoin a "

The US dollar is in a doomsday crisis: Peter Schiff warns that the surge in gold and silver prices is a sign of fundamental weaknesses in the financial system💰. He predicts that US debt will force the Federal Reserve to buy back bonds or trigger hyperinflation⚡️. Global reshaping: As dependence on the US dollar decreases, other countries may benefit, and the future monetary system could be centered around gold, silver, or even Bitcoin🪙.

During Kevin Waugh's tenure, the Federal Reserve may focus on the following policy directions:
- Further hawkish measures: continue to raise interest rates to curb inflation and maintain monetary tightening.
- Reduce balance sheet size: accelerate quantitative tightening and decrease asset purchases.
- Emphasize fiscal and monetary separation: support fiscal deficit management and avoid excessive intervention.
- Focus on financial stability: strengthen regulation to prevent systemic risks.
- Support corporate market expansion: provide a market-friendly environment for corporate financing and p

Analysis: Bitcoin panic sentiment rises, but after the selling pressure is released, buying interest may return. Information report from Chainalysis platform Santiment reveals that the current level of panic discussions about Bitcoin on social media has risen to the highest since 2026, while market sentiment indicators have fallen to their lowest since November last year. The overall atmosphere has shifted from cautious to clearly panicked. The current market is in a de-risking phase; after previous gains, stocks and precious metals have also experienced pullbacks. Cross-market liquidity cont

Bitcoin may dip below 60k💸 BTC.d not collapsed, indicating the wave peak has not yet arrived📉 Cowen maintains that the top has been reached, and the bear market will continue until the end of the year📆 Mid- to long-term forecast: accumulation in 2027-28, a surge to 300,000-500,000 by 2032, and possibly reaching $1 million by 2040-42🌕 Current price is about 83.9k, and market sentiment remains bullish📈

Macroeconomic positive signals and on-chain data game. The US dollar index has fallen to a four-month low, coupled with Goldman Sachs indicating that investor risk appetite has risen to high levels. The S&P 500 hit a one-week high, and macro liquidity expectations have improved, providing support for risk-on assets. BTC and ETH consecutively broke through key psychological levels (BTC 88k, ETH 2.9k). Binance experienced large net inflows of USDT (Note: the original text mentioned net outflows, but the data earlier shows 200 million USDT transferred in; here, it is interpreted as bullish capita

Market sentiment is tense, with fierce battles between bulls and bears. BlackRock continues to accumulate over 1814 BTC and 15,000 ETH, indicating strong institutional willingness to buy the dip and providing liquidity support to the market. However, on-chain data shows that ETH momentum is unstable. Although it briefly dipped below $2900 and quickly recovered, there remains a potential liquidation risk. If it falls to $2754, it could trigger a $1.36 billion long liquidation. Whales are active, with large BTC transfers to Bybit and "insider whales" withdrawing from Binance and lending out 30 m

The New York Fed hints at intervention in the yen, and the weakening dollar is seen as a positive for US exports and debt burdens. 🚀 The softening dollar boosts liquidity, and the market expects cryptocurrencies like Bitcoin to follow suit, but they are still below expectations. Risk assets lead the rally, with gold and stocks reaching historic highs. Cryptocurrencies lag behind traditional assets, and rotation may follow after the continued depreciation of the dollar. Pay attention to subsequent communications from the Fed and the Bank of Japan to verify intervention signals.

BTC, ETH, SOL key support levels broken, market sentiment turns to panic 🐻. Whale fund movements are frequent, Wintermute transfers ETH and large amounts of WLD, WLFI into exchanges, indicating potential selling pressure. On-chain security incidents (US government assets stolen) exacerbate risk aversion. The liquidation map shows that a price rebound could trigger massive short liquidations, with a possibility of a short squeeze. The entire network has liquidations of 130 million USD, and funding rates remain neutral. In summary, the market is in a high-volatility downward phase, with short-t

⚠️ Jason Gewirtz nearly became a phishing victim of a Coinbase account, with scammers impersonating "security agents" and using real personal information and official logos to create a sense of urgency. 🛡️ 🤖 Immediately identified illegal calls and forged emails through AI chatbot Claude, discovering that the sender's domain did not match the official one, preventing fund transfers. 💡 🚨 The incident reveals the power of voice synthesis and AI social engineering, with scammers claiming the need for a "hardware wallet" transfer; Coinbase reiterates that any such instructions are fraudulent a

Bitcoin hash rate has increased tenfold since 2020, with a recent decline of approximately 15%. Miner capitulation has lasted nearly 60 days, and profitability has sharply decreased 📉 The breakeven electricity price has dropped from $0.12 to $0.077 per kWh, indicating increased demand for low-cost power sources in mining regions ⚡ Many mining farms are transitioning to AI cloud/IDC leasing, with an expected electricity capacity of 15.6 GW by 2070, capturing new market opportunities 🏗️ VanEck reports that a decline in hash rate often predicts positive returns over 180 days, which could be fav

Market segmentation intensifies: XRP ETF experiences significant sell-off (-53.32 million USD)⚡, while SOL ETF sees slight inflow (+3.08 million USD). Whale activity indicates active ETH swing trading (profit of 98.18 million USD), but BTC long positions face unrealized loss pressure. Geopolitical turmoil boosts the fear index, but it has not yet reached extreme levels. Token unlocks (XPL/SIGN) and privacy concerns (Coinbase) are short-term uncertainties. Summary: The cryptocurrency market faces short-term pressure and volatility, with funds rotating among mainstream coins. Caution is advised

The cryptocurrency market continues to be weak, with panic sentiment spreading. The US Bitcoin and Ethereum spot ETFs recorded net outflows of $480 million and $230 million respectively yesterday, with institutional funds continuing to withdraw, led by BlackRock's ETHA outflows. On-chain data shows large transfers of ETH and BTC, accompanied by whale high-leverage liquidations (such as BTC OG's nearly $10 million retracement) and bottom-fishing behavior (UNI), indicating intense long-short battles. Galaxy plans to launch a $100 million hedge fund, highlighting market volatility attracting prof

AcademikerPension (Danish Teachers and Scholars Pension Fund) will fully offset its approximately $100 million US Treasury holdings by the end of January, 📉 in response to concerns about the sustainability of US fiscal policy. Chief Investment Officer Anders Schedl views US credit as “not good,” and blames Trump’s policies for accelerating this decision, ⚠️ with statements related to diplomatic disputes such as Greenland. The fund’s original bond holdings were mainly used for risk management and liquidity assurance, providing stability during market stress, but now considers US debt risk to h

The US dollar weakens, putting pressure on the cryptocurrency market. Options data shows that Bitcoin still faces downside risk, with a 30% probability of falling below $80,000 by the end of June. Whales are shorting ETH with 25x leverage, holding over $8.5 million in positions, indicating a strong bearish market sentiment. 💰 Binance experienced a net outflow of 668 million USDT, putting pressure on liquidity. Hyperliquid whales hold $6.7 billion, with a long-short ratio of 0.9, showing a slight dominance of bears. An address rolled over positions and made nearly $7 million in five days of fl