老哥老哥

Tom Lee
@fundstrat
Last week, #Bitmine bought 40,613 ETH (worth 82.85 million USD),

currently holding 4,325,738 ETH (worth 8.82 billion USD).

Average cost is about 3,847 USD.

At the current price, this position has lost over 7.8 billion USD.

=======================================

saylor
@saylor
, Strategy bought 1,142 bitcoins, total price 90 million USD, unit price about 78,815 USD.

As of February 8, 2026, holding 714,644 bitcoins, total price about 54.35 billion USD, unit price 76,056 USD.

The holding has a paper loss of approximately 4.1 billion to 5 billion USD.

Tom Lee is much safer compared to saylor, as saylor is mainly relying on selling its own MSTR stock, so the stock price keeps falling.

Institutions also do not have a god's perspective, so it's about luck.

There is no denying that the decline may continue.

$MSTR $STRC $STRD $STRE $STRF $STRK

Prediction markets are a new type of open-source spy tool.

Hong Kong Web3 Association Co-Chair Zhu Yaohua:

Pointing out that blockchain transparency allows intelligence agencies to easily monitor abnormal betting, providing early warnings of geopolitical events.

In addition, as the U.S. Department of Justice (DOJ) scales back its crypto enforcement actions, prediction markets have evolved from ethical concerns to issues of intelligence leaks and national security.

Today
prediction markets have also turned into a spy gold mine,

for example, Maduro's betting cases are simply too crazy!

The end of the crypto world is to buy gold, storing it in old Swiss nuclear bunkers.

This is not a joke; there are companies actually doing this, and they are playing it super big.

The world's largest stablecoin, USDT, is backed by the Tether company,

which is now buying 1-2 tons of physical gold every week!

CEO Paolo Ardoino directly told Bloomberg that they will continue this pace for at least the next few months. Calculating it, they are spending over 1 billion dollars every month!

These gold bars are not just thrown into some bank safe, but are transported weekly to an old Cold War-era nuclear bunker in Switzerland.

That place is hardcore: multi-layer thick steel doors that can withstand a nuclear explosion level.

Paolo himself describes it as a place straight out of a James Bond movie; it’s just crazy!

There are 370,000 such old bunkers across Switzerland, originally built to prevent nuclear war. Many are now abandoned, but Tether chose one that has been renovated into a top-notch vault.

Why did they choose this place?

They want to hold physical gold directly, without relying on paper contracts or others' custody, completely avoiding any external risks.

Paolo's goal is clear: to make Tether one of the “largest gold central banks in the world.”

So think about it; those altcoins and meme coins you trade in the crypto world, when they fluctuate wildly and you lose everything, where does the money end up?

A large portion might have turned into Tether's USDT reserves, which then becomes the gold stash they hide in the mountains of Switzerland.

The money lost by crypto players indirectly helps them stockpile gold...

Let me tell you something heart-wrenching: their gold reserves are worth about 2.7-3 times that of Bitcoin!

Gold is becoming an increasingly heavy part of their reserves; of course, they also have over 10 billion dollars in U.S. Treasury reserves.

As of January 31, the latest data shows that Tether's physical gold reserves are currently about 148 tons.

以后炒币赚钱，你只管出本金，其他的Grok 帮你搞定。

官方实时排行榜显示Grok-4.20 (Situational Awareness) 以34.59%回报率位居第一（总权益$13,459），Grok-4.20 (Monk Mode) 位居第四（+3.66%），其他Grok变体也在前列。

比赛使用真实资金在Hyperliquid平台交易加密永续合约，确认用户描述的“彻底碾压”和多变体盈利。

主站https://nof1.ai/ 提供比赛概述，确认为AI模型实时交易竞赛。

连马斯克转发推文盛赞 Grok 在 AI 炒币比赛 Alpha Arena 中达成碾压，「我们需要做得更好，而且我们会的。」

瑞幸首家高端店杀疯了！

2 月 8 号在深圳龙岗星河 WORLD 开了全球第一家原产地旗舰店，还是他们第 3 万家门店，直接对标星巴克高端店。

一楼经典款还能 9 块 9 薅羊毛，
二楼高端特调 15.9、手冲 19、限定冷萃 16，比自家平时涨了六成，
但对比别家三四十的特调血赚，网友：平价喝出高级感。

现在瑞幸门店数 29000 家碾压星巴克的 8000 家，今年三季度营收预计 15.5 亿美元，暴涨 48%。反观星巴克要卖掉中国六成业务，套现 130 亿美元。

别人都是高端往下做，瑞幸偏反过来从平价往上卷。

现在北京星巴克味道大不如前，

真怀念 2017 年创业大街 3W 咖啡里，一杯咖啡配上千个ETH融资的日子，满屋子都是咖啡和暴富的味道。

Founders are all talented people

BTC: The founder has disappeared

ETH: The founder has been continuously selling

USDT: The founder buys gold, BTC, and US Treasuries

USDC: The founder only wants to go public

BNB: The founder promotes meme trades

XRP: The founder sells hundreds of millions every month

SOL: The founder hates it and doesn't even use this chain

TRX: The founder was reported to the SEC by an ex-girlfriend

DOGE: The founder has exited

不算

Using Bitcoin worth $13 million each to pay off $100 trillion in debt sounds too crazy...

The viewpoint of MIT investment scholar @InvestScholar,

believes that the #U.S. government is most likely to turn Bitcoin into a 'flat' tool in the future,

by 2045, U.S. debt will exceed $100 trillion, and if BTC rises to $13 million each, the U.S. only needs to hold about 1/3 of the world's Bitcoin to directly 'write off' the huge debt.

Michael Saylor also clearly stated in the video that the price of Bitcoin in 2045 will be $13 million.

This is a very small probability, filled with Michael Saylor's big ideas, extreme numbers, and certain conspiracy/grand narrative thoughts.

@InvestScholar is one of the more influential Chinese content creators in the cryptocurrency and investment circles.

#U.S. debt #Bitcoin

Steven Cheung, this guy has quite a story.

He is a Chinese American, his parents immigrated from Hong Kong and mainland China, and he was born in the United States, raised in California, so he is not an immigrant, but definitely one of the most famous figures in the Chinese community— the only Chinese senior official in Trump's team!

He can be considered Trump's staunch penman, extremely outspoken, fiercely protective of his boss.

He usually confronts reporters, disses celebrities, often throws around profanity and wolf warrior-style remarks, and everyone has long gotten used to it.

But recently, it seems he has really offended Trump and the MAGA fans.

Now rumors say he has lost Trump's trust and has been kicked out of the inner circle.

The controversy is not due to any major incident, but rather the accumulation of his long-standing explosive style and relentless protection of his boss gradually irritated people.

The most explosive incident happened on January 13, when Trump visited the Ford factory in Michigan, only to be confronted by a worker who called him a "pedophile protector," saying the government was dragging its feet on releasing Jeffrey Epstein's documents.

Trump directly responded with a middle finger and profanity, making the situation extremely awkward.

Steven Cheung immediately jumped out to issue a statement defending his boss, saying, "A madman completely out of control spewing profanity, the president gave him the most appropriate and clear response."

As a result, this statement caused an uproar among the media and netizens, with people criticizing him for being too low in his wolf warrior defense of his boss, saying things like "How could the White House speak like this?" Reuters, Yahoo, and China Daily all reported on it, with the focus on him calling the protester a "madman."

Additionally, there are rumors that he opposes ICE's crackdown on Black people and Chinese Americans, but this is basically just internal MAGA gossip and dissing, with no mainstream media confirming it. There are plenty of such factional struggle rumors on X, which seem to have little substance.

Overall, Steven Cheung's situation is quite awkward now: he was once Trump's most loyal enforcer, but now seems to be looked down upon by his own people.

In politics, being overly protective of your boss can lead to a backfire, don't you think?

Moreover, flaunting wealth is probably another reason, like luxury cars and mansions.

Cryptocurrency KOLs should thank Yi Lihua

#TrendResearch has deposited a total of 651,757 $ETH (1.34 billion USD) into #Binance, with an average price of 2055 USD.

This provided enough material for writing content during this downturn.

His loss: 747 million USD.

The remaining material is:

Is the investor behind Yi Lihua the one who holds 80,000 bitcoins?
Are Yi Lihua and the investor behind Jin Guan the same person?

Definitely not Li Lin, as clarified in the Moments.

《The Accurate Prophet Warns Again: The Decline of Gold and Silver Is Far From Over!》

Adam Hamilton, co-founder of Zeal LLC, who accurately predicted the sharp decline of gold, has issued another weighty warning: the downward trend of gold and silver is far from over!

At the beginning of January this year, he predicted that the moment of reckoning for gold would come, with a rapid decline of around 20%. At the end of January, he published an analysis article titled "Gold Speculative Mania" in mainstream media, warning that gold had entered a dangerous zone of speculative mania, forecasting a rapid drop of 20% within 1-3 months. As a result, the market crashed the next day, accurately fulfilling his prophecy.

Now, Hamilton's latest assessment is even more astonishing: the fluctuations in gold and silver we just experienced are not ordinary corrections, but the first loud sound of a "cycle switch." This round of frenzy driven by emotion, leverage, and FOMO (fear of missing out) has only just begun to truly spill over.

Based on historical data, he presents a classic path: first a drop of 20% followed by a rebound of 10%, leading many to mistakenly believe the crisis is over, then another round of even more severe declines. Historical statistics show that after every extreme overheating of gold, a subsequent drop of 20% to 30% follows, lasting two to three months, and it is never gentle.

Even more disruptive is his belief that this round of soaring gold and silver prices is unrelated to fundamentals, purely a product of emotion and herd mentality. Because the global central bank's gold purchasing volume will decrease in 2025, and physical demand in Asia and India is also weakening, there are no fundamentals to explain the nearly 3-fold increase in gold prices over two years.

Regarding future trends, Hamilton offers three scenarios:

• Mild version: a 20% correction, gold price drops to $4300;

• Historical average version: a 25% correction, gold price drops to $4000;

• Extreme nightmare version: referencing 1980, a correction of over 40%, with silver potentially dropping by 40% or more.

Finally, Hamilton reminds us: the market is always in a cycle of greed and fear, and when everyone thinks "this time is different," it is often the most dangerous moment.

(The above views are solely the personal opinions of Adam Hamilton, co-founder of Zeal LLC, and do not constitute investment advice. Investors should make their own judgments.)

Do you think this round of gold market has ended?

Adam Hamilton is the co-founder of Zeal LLC, focusing on precious metals, gold mining stocks, and market speculation analysis, mainly publishing weekly reports, monthly reports, and articles through the website zealllc.com.

Don't worry about Bitcoin going to zero,

A famous British cryptographer,
Inventor of Hashcash,
Co-founder and CEO of Blockstream,
One of the guardians of the spirit of Bitcoin,

Adam Back@adam3us

Has already placed an order for 21 million Bitcoins at a price of $0.01.

#Bitcoin #Cryptography #BTC

The most expensive domain in history: ai.com

From Google → OpenAI (11 million) → Musk/xAI (unknown) → Now the owner of Crypto.com (70 million)

Moreover, the owner of the crypto industry is wealthy enough to spend, he bought it in April 2025 to promote a personal AI agent platform (which can debut in a Super Bowl advertisement).

MicroStrategy的联合创始人Michael Saylor在他们Q4 2025财报电话会议上，松口了，

不再死守“只买不卖”，明确说“出售比特币也是一个选项”

原话：

他说："We have options to run on the U.S. dollar reserve. We have the option to sell equity. We have the option to sell Bitcoin. We have the option to sell Bitcoin derivatives. And we keep our options open..."（我们有各种选项，包括卖股权、卖比特币、卖比特币衍生品，我们保持选项开放，以便为所有利益相关者做最好的事。）

具体时间戳约 [1h 27m 32s] 到 [1h 30m] 区间

这是地址：www.youtube.com/watch?v=GOK-BJAknIU

另外：电话会议 Tom Lee 居然也在，意外不？

$MSTR $STRC $STRD $STRE $STRF $STRK

So shocking,

Garrett Jin and Yi Lihua

These two Ethereum bulls with huge losses,

used the same Binance deposit address.

On-chain data shows that Yi Lihua's Trend Research transferred 7,989,000 USDT yesterday to an intermediary address starting with 0xcdF, and then into Binance's hot wallet 0x28C.

At the same time, Garrett Jin (#BitcoinOG1011short)'s address, 2 hours ago, also sent 10,000 ETH to the same 0xcdF address, then transferred to the same 0x28C Binance hot wallet.

Normally, Binance's large deposit addresses are basically exclusive to users, especially hot wallets,

The probability of two independent large holders hitting exactly the same address is super low.

Unless it's pure coincidence, address reuse, or they have a common funding channel/OTC behind them.

It could be the same group of people or have hidden connections, quite intriguing.

The story of Garrett Jin is really absurd, like a movie plot……

Look at the citation, he still has about $2.5 billion in assets in other wallets...........

And his funds have always been very controversial.

This is the annoying shortcoming of blockchain, transactions are transparent and traceable.

Legendary trading Eugene Ng Ah Sio

@0xENAS updated today in the TG group: has closed all positions and left the market again, does not want to be the last one holding the bag.

The important reason is: $BTC OG insider whale has transferred a total of 5000 $BTC to Binance, worth 351 million dollars.

He believes that the gold crown (Garrett Jin started) has cleared BTC positions, suspected of clearing and dumping.

He does not want to be the bag holder, so he also closed his positions and exited.

The market has become extremely difficult, in the future only take actions with a super clear risk-reward ratio. This year's bottom-fishing was done reasonably well, but could have earned more.

It is expected to continue to decline.

The big boss really knows how to play!

The red dress is worn by Sanchez, Bezos's wife;
The black dress is worn by Viggara, Bezos's dream lover.

Founder Bezos, must be a bit mentally unstable now. Similar to Kanye,

He likes actress Viggara, but ended up being rejected.

Sanchez is modeled after Viggara, and then took her place.

Now you know why Amazon (AMZN) stock price is sluggish, right?

In Ivanka's family photo, @Saylor sneakily appeared in the frame. What does this imply? Is Bitcoin about to take off?

Ivanka Trump recently posted a family photo on her Instagram Story,

The event was a charity dinner hosted by her brother Eric Trump for St. Jude Children's Research Hospital, celebrating 20 years of collaboration with the hospital and raising over $50 million for cancer treatment for children.

01 A woman in a wine red (dark red/burgundy) long dress with sequins and a pink bow/belt at the waist. She is Bettina Anderson (Eric Trump's current partner/girlfriend).

02 A man in a dark blue suit with a red tie, beaming with a smile; he is Eric Trump (Trump's second son), the star of the event.

03 A blonde woman in a deep purple/deep blue sequined short-sleeve dress; she is Lara Trump (Eric Trump's ex-wife and current RNC co-chair and other roles).

04 A woman on the right wearing a white/champagne-colored fringed sequined short skirt, blonde with high heels; she is Ivanka Trump (Trump's eldest daughter).

The dress is a vintage Bob Mackie design that her late mother Ivana Trump wore, adorned with sequins and fringes. Ivanka specifically chose to wear it to honor her mother.
She mentioned in the post that although her mother was not present, she felt her spirit was always there, and wearing her mother's dress felt like having her close by.

And as for the background of the photo, the arrow points to none other than Michael Saylor (the boss of MicroStrategy), with an orange tie and his signature serious expression, who unexpectedly appeared in the frame, standing right behind Ivanka!

This is a classic "photo bomb," instantly turning a charitable family photo into a gossip hotspot in the crypto circle.

Seen as a potential bridge between “politics + Bitcoin.”

Many interpret it as a signal that Bitcoin is moving from the margins to the “center of power.”

Others simply see it as gossip, saying “Saylor is trying to ride the Trump wave” or “Did they talk about BTC at the family gathering?”

@ivankatrump also wrote on the photo:

I am so proud of you, @erictrump!
Over the past 20 years, more than $50 million has been raised to help children with cancer receive treatment @stjude

@stjude: St. Jude Children's Research Hospital

Boss Yi's Trend Research Danger Lifted!

The losses have pretty much been cut.

Over the last few hours, over 700,000 to 800,000 ETH has been sold, worth over 1 to 2 billion dollars.

Using the money from sales to pay off loans and reduce leverage.

In the past 10 hours, around 170,000 ETH has been sold off.

Current situation:

Leverage risk: Basically lifted! The previous high leverage was very dangerous, but now that so much has been sold, the loans have significantly decreased, and the remaining positions are much smaller. Although the liquidation price is still around 1640 dollars, the positions are small, and it won't easily blow up.

Total loss: Approximately 740 to 760 million dollars (realized losses of 200 to 300 million + unrealized losses of 400 to 500 million). All the profits of over 300 million earned before have been given back, and there’s a loss of over 400 million in principal.

How much ETH is left: Only over 20,000 ETH remains (about 21,000 to 23,000 ETH, worth around 40 to 50 million dollars).

Basically, the position is almost cleared, 96% has been sold to exchanges, and the tail end is being processed.

From the "most aggressive ETH bull" directly turning into "bravely admitting defeat and clearing positions", a typical case of a bear market whale surrendering.

The truly resilient ones who can survive are those who are the "real goats".

They dare to take big positions when it's time (not afraid of losing everything), and they also dare to completely zero out when it's time to cut losses (not letting emotions take control).

To survive in trading, it’s not about stubbornly holding on, but rather about flexibility + the courage to face extreme outcomes.

ETH has a bit of selling pressure in the short term, but many believe this wave of selling might signal a bottom.

Polymarket: Bitcoin is more likely to drop below $30,000 this year,
instead of rebounding to last year's historical high.

Last year's historical high ≈ $126,000.

Currently, on the Polymarket platform, the probability of reaching $55,000 is 59%, and the probability of reaching $30,000 is 19%.

The market reflects that traders are conservative about the BTC peak in 2026, mostly believing that breaking new highs is too difficult.