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Crypto holders nowadays
🔽 US stock market in flux.
➠ Bloomberg: The S&P 500 index fell 1% amid a collapse in the tech sector and rising oil prices.
➠ A massive capital rotation from tech giants to small-cap stocks continues.
➠ Software companies fell 3%, while chip maker shares plummeted 5.8%. Advanced Micro Devices (AMD) shares plunged 17% due to a weak revenue forecast.
➠ Software stocks have lost more than 25% since October, as investors fear AI will destroy traditional software businesses, and speculation about the risks of an AI bubble continues.
➠ Geopolitics is weighing on markets, as Iran's nuclear talks may fall apart.
➠ The US economy remains resilient: the service sector is accelerating, and there are no signs of a sharp deterioration in the labor market.
➠ Bloomberg: The S&P 500 index fell 1% amid a collapse in the tech sector and rising oil prices.
➠ A massive capital rotation from tech giants to small-cap stocks continues.
➠ Software companies fell 3%, while chip maker shares plummeted 5.8%. Advanced Micro Devices (AMD) shares plunged 17% due to a weak revenue forecast.
➠ Software stocks have lost more than 25% since October, as investors fear AI will destroy traditional software businesses, and speculation about the risks of an AI bubble continues.
➠ Geopolitics is weighing on markets, as Iran's nuclear talks may fall apart.
➠ The US economy remains resilient: the service sector is accelerating, and there are no signs of a sharp deterioration in the labor market.
❗️✴️#BTC #crypto #interventions
Binance's SAFU reserve fund bought another 1,315 BTC today
started buying yesterday, buying in small tranches of 1,315 BTC
——————————
Last Friday, Binance announced it would convert its $1 billion SAFU reserve into BTC within 30 days. On the same day, Justin Sun also announced that TRON would soon begin buying BTC
Binance's SAFU reserve fund bought another 1,315 BTC today
started buying yesterday, buying in small tranches of 1,315 BTC
——————————
Last Friday, Binance announced it would convert its $1 billion SAFU reserve into BTC within 30 days. On the same day, Justin Sun also announced that TRON would soon begin buying BTC
⚠️✴️#BTC #cot #crypto
Whales are selling BTC, small investors are buying. A rebound is possible due to extreme fear, but the current combination is still bearish — Santiment
Whales are selling BTC, small investors are buying. A rebound is possible due to extreme fear, but the current combination is still bearish — Santiment
#inside
🇺🇸 Eleanor Terrett: Democratic Senators plan to meet tomorrow in closed session to discuss the Crypto Market Framework Act (CLARITY).
This is the first meeting at the Democratic Party level since the Senate Banking Committee postponed consideration of CLARITY last month.
🇺🇸 Eleanor Terrett: Democratic Senators plan to meet tomorrow in closed session to discuss the Crypto Market Framework Act (CLARITY).
This is the first meeting at the Democratic Party level since the Senate Banking Committee postponed consideration of CLARITY last month.
The need for L2 blockchains is waning – Vitalik Buterin
➠ The original concept of L2 solutions is no longer relevant due to two factors: L2's transition to full decentralization (Stage 2) has proven much slower and more complex than planned, and Ethereum itself is already scaling directly – fees are low, and throughput will increase significantly in 2026.
➠ Initially, L2s were conceived as "branded shards" of Ethereum – blockchains backed by the full security guarantees of the main network. But this model doesn't work: many projects are unable or unwilling to provide this level of protection.
➠ Some L2s openly state that they don't plan to become fully decentralized because their clients need control due to regulatory requirements. This is fine for business, but such projects don't scale Ethereum as originally intended.
➠ L2 should now be considered a spectrum of solutions: from fully backed by Ethereum guarantees to projects with varying levels of connection to the main network. Each user chooses what is important to them.
➠ Buterin recommends that L2 projects find growth points and create unique value by adding specialized features like privacy, developing non-financial products like social networks, or creating infrastructure for specific applications (dapps).
➠ If L2s do not provide a minimum level of decentralization (Stage 1) when working with ETH and other ecosystem assets, they should consider themselves separate blockchains with a bridge, not Ethereum scaling solutions.
➠ A key solution from Ethereum is a built-in L2 validator, which will automatically update along with the main network and be protected by its security. This will simplify the creation of secure L2s without centralized governance committees and ensure synchronous interoperability between networks.
The new architecture will give L2 projects the freedom to experiment with functionality while maintaining a secure connection to Ethereum. The key is to honestly inform users about the real security guarantees of each solution.
➠ The original concept of L2 solutions is no longer relevant due to two factors: L2's transition to full decentralization (Stage 2) has proven much slower and more complex than planned, and Ethereum itself is already scaling directly – fees are low, and throughput will increase significantly in 2026.
➠ Initially, L2s were conceived as "branded shards" of Ethereum – blockchains backed by the full security guarantees of the main network. But this model doesn't work: many projects are unable or unwilling to provide this level of protection.
➠ Some L2s openly state that they don't plan to become fully decentralized because their clients need control due to regulatory requirements. This is fine for business, but such projects don't scale Ethereum as originally intended.
➠ L2 should now be considered a spectrum of solutions: from fully backed by Ethereum guarantees to projects with varying levels of connection to the main network. Each user chooses what is important to them.
➠ Buterin recommends that L2 projects find growth points and create unique value by adding specialized features like privacy, developing non-financial products like social networks, or creating infrastructure for specific applications (dapps).
➠ If L2s do not provide a minimum level of decentralization (Stage 1) when working with ETH and other ecosystem assets, they should consider themselves separate blockchains with a bridge, not Ethereum scaling solutions.
➠ A key solution from Ethereum is a built-in L2 validator, which will automatically update along with the main network and be protected by its security. This will simplify the creation of secure L2s without centralized governance committees and ensure synchronous interoperability between networks.
The new architecture will give L2 projects the freedom to experiment with functionality while maintaining a secure connection to Ethereum. The key is to honestly inform users about the real security guarantees of each solution.
💸 Family offices prefer the AI sector to cryptocurrencies.
According to a recent JPMorgan report, AI technologies have become the top investment theme for the world's largest family offices.
The numbers:
• 65% of family offices are betting on AI.
• Only 17% view crypto assets as an important topic.
• 89% have NO crypto exposure at all.
• The average share of crypto in portfolios is just 0.4%, while Bitcoin is 0.2%.
• Even gold is ignored: 72% have zero exposure.
A family office is a private company that manages the investments and affairs of one (sometimes several) wealthy families.
According to a recent JPMorgan report, AI technologies have become the top investment theme for the world's largest family offices.
The numbers:
• 65% of family offices are betting on AI.
• Only 17% view crypto assets as an important topic.
• 89% have NO crypto exposure at all.
• The average share of crypto in portfolios is just 0.4%, while Bitcoin is 0.2%.
• Even gold is ignored: 72% have zero exposure.
A family office is a private company that manages the investments and affairs of one (sometimes several) wealthy families.
#xrp
💎 The UAE is tokenizing $280,000,000 worth of diamonds with Ripple's participation.
Billiton Diamond and Ctrl Alt have already transferred $280 million worth of polished diamonds to the blockchain with the support of Ripple.
Ripple provides the custodial infrastructure and token issuance via the XRP Ledger, while the diamonds themselves are stored in Dubai.
Full launch and trading are still pending approval from Dubai's regulator.
💎 The UAE is tokenizing $280,000,000 worth of diamonds with Ripple's participation.
Billiton Diamond and Ctrl Alt have already transferred $280 million worth of polished diamonds to the blockchain with the support of Ripple.
Ripple provides the custodial infrastructure and token issuance via the XRP Ledger, while the diamonds themselves are stored in Dubai.
Full launch and trading are still pending approval from Dubai's regulator.
Elon Musk's xAI company has begun hiring cryptocurrency experts to train AI models for trading.
AI training areas:
• On-chain analysis and fund flows.
• DeFi, farming, temporary liquidity losses.
• Perpetual futures, funding rates, and spot-futures arbitrage.
• CEX-DEX and cross-exchange arbitrage.
• Market microstructure, MEV, sandwich attacks.
• ML signals, alpha, risk management in a 24/7 market.
• Tokenomics, airdrop valuations, altcoin risks.
AI training areas:
• On-chain analysis and fund flows.
• DeFi, farming, temporary liquidity losses.
• Perpetual futures, funding rates, and spot-futures arbitrage.
• CEX-DEX and cross-exchange arbitrage.
• Market microstructure, MEV, sandwich attacks.
• ML signals, alpha, risk management in a 24/7 market.
• Tokenomics, airdrop valuations, altcoin risks.
🧐 Arthur Hayes is likely selling Lido — he transferred 2.31 million #LDO ($980k) to FalconX – arkham
🇺🇸 The White House discussed the stalled crypto market structure bill.
The Donald Trump administration held a closed-door meeting with representatives of the crypto industry and banks to discuss one of the most controversial provisions of the CLARITY bill—stablecoin yields.
Key topics:
• Stablecoin rewards.
• DeFi and tokenized securities.
• Ethics of cryptocurrency ownership for elected officials.
White House crypto advisor Patrick Witt called the meeting constructive and solution-oriented, noting that he is confident a compromise between the industry and officials will soon be reached.
The Donald Trump administration held a closed-door meeting with representatives of the crypto industry and banks to discuss one of the most controversial provisions of the CLARITY bill—stablecoin yields.
Key topics:
• Stablecoin rewards.
• DeFi and tokenized securities.
• Ethics of cryptocurrency ownership for elected officials.
White House crypto advisor Patrick Witt called the meeting constructive and solution-oriented, noting that he is confident a compromise between the industry and officials will soon be reached.
🇦🇪🇺🇸#WLFI #trump #crypto #UAE
A few days before Trump's inauguration last year, associates of a member of the Abu Dhabi royal family secretly struck a deal with the Trump family to acquire a 49% stake for $500 million in Trump's then-fledgling crypto project, World Liberty (WLFI). Following this, the UAE gained access to American AI chips. — WSJ
———————————-
Some senators have long called for an investigation into Trump's crypto business for corruption, but the topic is quickly dying down.
A few days before Trump's inauguration last year, associates of a member of the Abu Dhabi royal family secretly struck a deal with the Trump family to acquire a 49% stake for $500 million in Trump's then-fledgling crypto project, World Liberty (WLFI). Following this, the UAE gained access to American AI chips. — WSJ
———————————-
Some senators have long called for an investigation into Trump's crypto business for corruption, but the topic is quickly dying down.
#calendar
⚡️ Key events calendar for this week:
Monday, February 2:
🔥 US - Federal budget vote (risk of a full-scale shutdown)
🇺🇸 US - White House discussion of the crypto market structure bill with the participation of representatives of banks and the crypto industry
🇺🇸 US - S&P Manufacturing PMI (Jan) - 5:45 PM
🇺🇸 US - ISM Manufacturing PMI (Jan) - 6:00 PM
Tuesday, February 3:
🔥 US - JOLTS Job Openings (Dec) - 6:00 PM
Wednesday, February 4:
🇺🇸 US - ADP Nonfarm Employment (Jan) - 4:15 PM
🇺🇸 US - S&P Services/Composite PMI (Jan) - 17:45
🇺🇸 US - ISM Services PMI (Jan) - 18:00
Thursday, February 5:
🇪🇺 EU - ECB Rate - 16:15
🇺🇸 US - Initial Jobless Claims - 16:30
Friday, February 6:
🇺🇸 US - Fed Balance Sheet - 00:30
🔥 US - Nonfarm Payrolls (Dec) - 16:30
🔥 US - Unemployment Rate (Dec) - 16:30
🇺🇸 US - Consumer Inflation Expectations (Jan) - 18:00
⚡️ Key events calendar for this week:
Monday, February 2:
🔥 US - Federal budget vote (risk of a full-scale shutdown)
🇺🇸 US - White House discussion of the crypto market structure bill with the participation of representatives of banks and the crypto industry
🇺🇸 US - S&P Manufacturing PMI (Jan) - 5:45 PM
🇺🇸 US - ISM Manufacturing PMI (Jan) - 6:00 PM
Tuesday, February 3:
🔥 US - JOLTS Job Openings (Dec) - 6:00 PM
Wednesday, February 4:
🇺🇸 US - ADP Nonfarm Employment (Jan) - 4:15 PM
🇺🇸 US - S&P Services/Composite PMI (Jan) - 17:45
🇺🇸 US - ISM Services PMI (Jan) - 18:00
Thursday, February 5:
🇪🇺 EU - ECB Rate - 16:15
🇺🇸 US - Initial Jobless Claims - 16:30
Friday, February 6:
🇺🇸 US - Fed Balance Sheet - 00:30
🔥 US - Nonfarm Payrolls (Dec) - 16:30
🔥 US - Unemployment Rate (Dec) - 16:30
🇺🇸 US - Consumer Inflation Expectations (Jan) - 18:00
Snp 500 and crypto total market cap
#iran #sanctions #crypto
The US Treasury Department imposed sanctions on British crypto exchanges Zedcex and Zedxion for helping Iran evade sanctions. This is the first time OFAC has targeted crypto exchanges for Iran-related transactions.
The US Treasury Department imposed sanctions on British crypto exchanges Zedcex and Zedxion for helping Iran evade sanctions. This is the first time OFAC has targeted crypto exchanges for Iran-related transactions.
سجّل الدخول لاستكشاف المزيد من المُحتوى