天运众智

#vanar $VANRY : AI + Web3 Native Integration, Leading the New Track with 3 Major Highlights

VANRY (Vanar Chain) is not an ordinary public chain; it is the first AI-native infrastructure in Web3. Through innovative underlying architecture, it breaks down the barriers between AI and blockchain, becoming a dark horse in the 2026 track.

Core Highlight 1: AI-native Five-layer Architecture, On-chain Intelligence without Plugins
Unlike other public chains that use 'AI plugin stitching', VANRY embeds Neutron semantic storage + Kayon on-chain reasoning engine at the underlying level. Unstructured data can be compressed onto the chain, smart contracts can make AI decisions directly without the need for oracles, compliance checks, and game content generation can be completed with one click, reducing storage costs by 70%, with block generation in 3 seconds being super smooth.

Core Highlight 2: Zero Threshold + Full Compatibility, Maximizing Ecological Adaptability
Dual compatibility with EVM/WASM, allowing ETH and Solana developers to migrate seamlessly; fixed Gas fees in USD, eliminating volatility concerns; in collaboration with Worldpay, connecting fiat currency deposits in 146 countries, also binding with 100 million game users, easily leveraging Web2 traffic, RWA assets on-chain, metaverse, and brand NFTs can all be realized.

Core Highlight 3: Token Value Closed Loop + Major Endorsements, Maximizing Potential
The demand for VANRY tokens is maximized: staking to secure the network yields 5-8% annualized returns, paying transaction fees, and participating in governance, with 83% of tokens reinvested into the ecosystem with no team reservation; supported by technologies from NVIDIA and Google Cloud, compliant with regulations in Dubai and other regions, with strong compliance backing. Currently undervalued with significant rebound trends, showcasing high cost-effectiveness.

In the short term, the realization of AI games and the expansion of RWA projects catalyze market trends; in the long term, it is the core entry point for transitioning from Web2 to Web3, positioning itself in the golden track of AI + Web3, with outstanding scarcity. Grasping the rhythm of ecological implementation is seizing dividends.

#plasma $XPL : Stablecoin Exclusive Public Chain, Breaking Through the Payment Track with 3 Key Strategies

XPL (Plasma) is not a follow-the-trend public chain, but a precise breaker for stablecoin payments, relying on 'zero threshold + high adaptability + strong endorsement' to carve out a path in the 2026 cryptocurrency track, becoming a core target for institutional layout in on-chain payments.

Core Strategy ①: USDT Zero Gas Fee Transfers, Disrupting Traditional Models with Paymaster Protocol — Users do not need to hold XPL; they can transfer directly using USDT, with transaction fees covered by the ecosystem, perfectly breaking down the entry barriers for Web2 users, making cross-border merchants and retail transfers as smooth as sending red envelopes, with sub-second settlement comparable to Visa, and TPS exceeding 1000 far surpassing Ethereum.

Core Strategy ②: BTC Cross-Chain + EVM Compatibility Dual Buff, Minimizing Trust with Bitcoin Bridge Minting 1:1 Pegged pBTC, Unlocking DeFi Scenarios for Dormant BTC; Full EVM compatibility allows Ethereum developers to migrate seamlessly, directly reusing wallets and contracts, with no resistance to ecosystem expansion, and the on-chain native USDT has surpassed 5 billion USD.

Core Strategy ③: Token Value Closed Loop + Compliance Support, XPL is not a vaporware — Staking ensures network security, holding tokens grants governance rights, with inflation decreasing year by year + transaction fee destruction locking in scarcity; Deep cooperation with Tether, compliant nodes + on-chain KYT adapting to regulations, and partnering with Anchorage for institutional custody, becoming the first choice for traditional finance entry infrastructure.

The key milestones for 2026 are clear: Q3 activating PoS staking will reduce circulation demand; Q4 will launch Plasma One Stablecoin Bank, covering emerging markets; although there is unlocking pressure in July, the accelerated landing of the ecosystem can hedge against selling pressure.

Compared to the internal competition of omnipotent public chains, XPL’s vertical approach focused on stablecoin payments offers greater certainty — in the short term, we can expect staking activation + scenario landing to catalyze the market, and in the long term, it is the core hub for trillion-dollar on-chain payments, maximizing scarcity, and seizing the rhythm means seizing the dividends.

#dusk $DUSK 3 Big Core, Understanding DUSK: The leading player in RWA with full double buff for privacy compliance

DUSK is not an ordinary privacy coin, but a trailblazer on the path of EU MiCA compliance, anchored in the explosive growth of RWA, leveraging the triple advantages of "Privacy + Compliance + Financial-grade Infrastructure" to become a dark horse in the crypto market by 2026.

Its most remarkable innovation is "default privacy, on-demand compliance", relying on the Hedger engine to encrypt core transaction information using ZK+HE technology, allowing for regulatory verifiability without access to raw data, perfectly solving the regulatory deadlock of traditional privacy coins and filling the privacy gap for institutional finance on-chain.

Financial-grade infrastructure provides confidence, and the dual trading model (Moonlight Transparency / Phoenix Privacy) adapts to different scenarios, enabling simple proof of consensus for instantaneous settlement without reorganization risk, capable of withstanding high concurrency demands like securities trading; in 2026, in partnership with a licensed institution in the Netherlands, it will launch €300 million in tokenized securities, allowing retail investors to enter the market with just hundreds, transforming settlement from days to seconds, and liquidity far surpassing traditional markets.

The value of DUSK tokens directly targets the core: staking to secure the network, paying gas fees, enjoying trading rebates, and the ecosystem is still expanding—Sozu protocol TVL exceeds 20 million, with subsequent EVM compatibility + Layer2 upgrades, coupled with the benefits of EU compliance passports, extending from securities to carbon rights, real estate, and other trillion-level RWA markets.

In the short term, the landing of RWA catalyzes market sentiment, and in the long run, it serves as a compliance bridge between traditional finance and the crypto world, with heightened scarcity; the only risks to watch out for are interest rate fluctuations and technological upgrade risks, but seizing the rhythm can capture the benefits.

Advance

#walrus $WAL : Not just storage, but a revolutionary force for efficiency in the Web3 data era

As the Web3 storage sector becomes crowded with "stacking nodes and competing for capacity," WAL (Walrus Protocol) has taken a differentiated path with Red Stuff's two-dimensional encoding, establishing itself as the storage core of the Sui ecosystem and a potential asset that can unlock data value.

The core breakthrough lies in the unique Red Stuff technology. By abandoning the inefficiencies of traditional multi-copy storage, WAL splits data into tiny fragments and disperses it in a two-dimensional matrix, achieving 99.9% data retention security, while increasing read and write efficiency by 4.5 times and reducing costs to 1% of Arweave. Even at a scale of a thousand nodes, it can still expand smoothly, perfectly solving the industry's triangular dilemma of "security, efficiency, and cost." Coupled with the Sui ecosystem's DPoS consensus, node staking of WAL forms a double guarantee, making low-cost enterprise-grade storage a reality rather than just a gimmick.

The token economy precisely targets the value closed loop. With a total supply of 5 billion tokens, over 60% is allocated to the community and ecosystem, ensuring fair linear release for investors; storage fees are burned, and penalties for node defaults also lead to burn, creating a dual deflationary effect that tightens the circulating supply; holding tokens can pay fees, stake for mining, and participate in governance, deeply binding the value of WAL to the network storage scale, making it increasingly scarce.

Currently, WAL has integrated with over 50 projects in the Sui ecosystem, covering on-chain data and NFT storage, and further driving the migration of traditional medical and financial data, speeding up commercialization; supported by institutional endorsements, although it may fluctuate in the short term with the market, in the long term, the explosion of Web3 data and the expectations of cross-chain storage adaptation suggest that WAL is not just a storage token, but a core chip for positioning in the data sector.

In the future, as data becomes the core asset of Web3, WAL, with its technological barriers and ecosystem stickiness, may evolve from a storage dark horse into a core force defining the next generation of distributed storage.

#SOL行情深度剖析 $SOL as of February 1, 2026, 12:44 (Binance, priced in USDT), SOL has significantly declined today, with core data and analysis as follows:

- Price snapshot: Currently at 102.85 USDT, down 13.2% for the day, with a 24-hour high of 118.9 USDT and a low of 96.5 USDT (new low since May 2025).
- Market linkage: Total liquidations across the network reached 2.559 billion USD, with SOL being a high-volatility asset, over 90% of long positions have been liquidated.
- Influencing factors: Sharp decline in precious metals, nomination of the Federal Reserve Chairman leading to a stronger dollar, institutional capital withdrawal, and liquidation of high-leverage contracts causing a cascade.

Trend analysis

- Short term: Broke key support at 108-110 USDT, bears dominate, rebound lacks strength; focus on support at 96-98 USDT, resistance at 108-110 USDT.
- Mid-term: Weekly candles continue to show negative trends, monthly candles start the year weak; if unable to quickly reclaim 115 USDT, may further test around 90 USDT.

Trading strategy

- Contracts: Focus primarily on bearish outlook, small short positions can be tested on rebounds to 108-110 USDT, stop loss at 112 USDT, target 100-102 USDT; strictly control leverage (≤3 times), avoid chasing shorts.
- Spot: Mainly observing, waiting for stabilization signals (volume rebound, bottom consolidation), phased positioning, do not catch the bottom.

Future predictions

- Short term (1-3 days): High probability of oscillation repair, range 98-108 USDT, beware of secondary testing risks.
- Mid-term (1-2 weeks): If 96 USDT is lost, may test 90 USDT; if reclaiming 115 USDT, may alleviate the downtrend.

#以太坊走势分析 $ETH As of February 1, 2026, 12:43 (Binance, priced in USDT), ETH has dropped sharply today, with the core data and analysis as follows:

- Price Snapshot: Currently reported at 2,435.8 USDT, with a daily decline of 9.92%, a 24-hour high of 2,705.0 USDT, and a low of 2,237.0 USDT.
- Market Linkage: The total liquidation across the network is 2.559 billion USD, with ETH being the hardest hit, the single largest liquidation reaching 223 million USD, and over 90% of long positions being liquidated.
- Influencing Factors: Sharp drop in precious metals, the nomination of the Federal Reserve Chairman leading to a stronger USD, institutional funds withdrawing, high-leverage contract liquidations, etc.

Trend Analysis

- Short-term: Broke below the key support of 2,500 USDT, bears dominate, and the rebound is weak; focus on support at 2,300-2,350 USDT and resistance at 2,500-2,550 USDT.
- Mid-term: Weekly candlesticks continue to be bearish, monthly candlesticks start the year weak; if unable to quickly reclaim 2,600 USDT, further testing around 2,000 USDT may occur.

Trading Strategy

- Contracts: Focus on bearish sentiment, lightly short at rebounds to 2,500-2,550 USDT, with a stop loss at 2,600 USDT, and a target of 2,300-2,350 USDT; strictly control leverage (≤5x), avoid chasing shorts.
- Spot: Primarily wait and see, looking for stabilization signals (volume rebound, bottom oscillation), gradually position, and avoid bottom fishing.

Future Predictions

- Short-term (1-3 days): High probability of oscillating repair, range of 2,300-2,500 USDT, be cautious of secondary downtrend risks.
- Mid-term (1-2 weeks): If 2,300 USDT is breached, may test 2,000 USDT; if 2,600 USDT is reclaimed, it may alleviate the downtrend.

#比特币今日走势 $BTC As of February 1, 2026, 12:40 (Binance, priced in USDT), BTC has seen a significant drop today, with key data and analysis as follows:

- Price Snapshot: Currently reported at 78,739.4 USDT, with a daily decline of 6.49%, and a 24-hour low of 75,519 USDT (the lowest since April 2025).
- Key Trends: A sharp drop occurred in the early morning, reaching a low of 75,500 USDT, followed by a slight rebound, overall presenting a trend of decline—rebound—weak fluctuations.
- Market Linkage: The cryptocurrency market saw a total liquidation of 2.559 billion USD, with over 420,000 people liquidated, and more than 90% of liquidations were long positions.
- Influencing Factors: Plummet in precious metals, nomination of the Federal Reserve Chair leading to a stronger dollar, institutional capital withdrawal, and high leverage contract liquidations.

Trend Analysis

- Short-term: Price has broken below the key support of 80,000 USDT, with bears dominating, and rebounds are weak; focus on the support of 75,000-76,000 USDT and resistance of 79,000-80,000 USDT.
- Medium-term: Weekly charts show continuous declines, monthly charts show weakness at the start of the year; if unable to quickly reclaim 82,000 USDT, further dips towards 70,000 USDT may occur.

Trading Strategy

- Contracts: Primarily bearish outlook, consider light shorting at rebounds to 79,000-80,000 USDT, with a stop loss at 81,000 USDT and a target of 76,000 USDT; tightly control leverage (≤5 times) to avoid aggressive shorting.
- Spot: Primarily wait and see, looking for stabilization signals (such as significant rebounds or bottom consolidations), deploy in batches without trying to catch the bottom.

Future Predictions

- Short-term (1-3 days): High probability of oscillation recovery, range of 75,000-80,000 USDT, remain vigilant for second dip risks.
- Medium-term (1-2 weeks): If 75,000 USDT is breached, it may test 70,000 USDT; if it recovers to 82,000 USDT, it may alleviate the downward trend.

#SOL走势分析 $SOL as of January 31, 2026, 20:00 (UTC+8, Binance SOL/USDT), core conclusion: linked to BTC's low volatility, weak rebound unlikely to break $118, weekend liquidity low, priority on position control.

Core Market Information

- Current Price: $116.8, 24H Change **-0.8%**
- 24H Range: $112.6-$118.2, volatility converging
- 24H Trading Volume: approximately **$5.6B**, decreased by about 22% compared to the previous day
- Market Cap: approximately **$66.0B**, ranked #7

Today's Market Review

1. Early Morning: impacted by the gold crash + hawkish expectations from Waller, SOL hit a low of **$112.6**, total contract liquidations exceeded **$820M** (predominantly long positions)
2. Daytime: consolidated in **$115-$117 with reduced volume; 4H RSI rose from 29 to 34**, MACD green bars narrowing, selling pressure marginally weakened
3. Drivers: convergence of precious metal volatility, slight pullback of the dollar bringing in tentative capital; however, SOL is strongly correlated with BTC, confidence among bulls is insufficient, rebound is weak

#以太坊走势 $ETH as of January 31, 2026, 20:00 (UTC+8, Binance ETH/USDT), key conclusion: Follow BTC's low-level fluctuations; weak rebounds struggle to break $2700, with poor weekend liquidity, prioritize position control.

Core Market Overview

- Current price: $2658, 24H change **-2.5%**
- 24H range: $2606-$2688, fluctuations converging
- 24H trading volume: approximately **$93.2B**, down about 18% from the previous day
- Market cap: approximately **$320B**, firmly at #2

Today's Market Review

1. Early morning: Impacted by the gold crash + hawkish expectations of Waller, ETH hit a low of **$2606**, with over **$2.1B** in liquidations across the network (mainly long positions)
2. Daytime: Consolidating volume between **$2620-$2660; 4H RSI rebounded from 27 to 33**, MACD green bars narrowed, selling pressure weakened
3. Drivers: Convergence of precious metals fluctuations and slight pullback of the dollar attracted tentative capital; however, ETH/USD has strong correlation, and bulls lack confidence, leading to weak rebounds

Key Levels and Trading Strategies (Binance Futures + Spot)

- Key Levels: Strong support at **$2600**, short-term dividing line at **$2700**, resistance at **$2750**
- Futures (USDT-denominated):
- Long: Light position between $2605-$2620, stop loss at **$2580**, take profit at **$2670-$2700**
- Short: Small position short if encountering resistance between $2690-$2710, stop loss at **$2730**, take profit at **$2630**
- Risk Control: Single product ≤10% of total funds, no heavy positions on weekends to avoid liquidity risk
- Spot: Mainly wait and see; wait for stability around **$2600** or positive fundamentals (such as obstacles to Waller's nomination) before gradually building positions

Short-term Forecast

- 1-2 days: High probability of fluctuating between **$2600-$2700; if it breaks below $2580, look for $2500**; if it stabilizes above **$2700, then a rebound towards $2750**
- Core Variables: Progress on Waller's Senate nomination, statements from Federal Reserve officials, capital flow into crypto ETFs, BTC price trends

#比特币今日走势 $BTC as of January 31, 2026, 20:00 (UTC+8, Binance BTC/USDT), core conclusion: low-level fluctuation, weak rebound difficult to break $85,000, low liquidity on weekends, priority on position control.

Core Market

- Current Price: $82,990, 24H Change **+0.2%**
- 24H Range: $81,880-$84,630
- 24H Trading Volume: approximately **$12.8B**, decreased about 20% compared to the previous day
- Market Cap: approximately **$1.66T**, firmly at #1

Today's Price Review

1. Early Morning: Dragged down by the gold crash and hawkish expectations from Waller, BTC hit a low of **$81,000**, with total network contract liquidations exceeding **$1.4B** (predominantly long positions)
2. Daytime: Low-level fluctuation, consolidating with decreased volume in the **$82,000-$83,000** range, 4H RSI rebounded from oversold (28) to 35, MACD green bars narrowed, selling pressure weakened
3. Short-term Drivers: Convergence of precious metal volatility, slight retreat of the US dollar index, funds tentatively flowing back, but long positions lack confidence, weak rebound

Key Levels and Trading Strategy (Binance Contracts + Spot)

- Key Levels: Strong Support **$80,600** (previous low), Short-term Boundary **$85,000**, Rebound Resistance **$88,000**
- Contracts (USDT based):
1. Long Trial: Light position $81,000-$81,800, stop loss **$79,800**, take profit **$84,500-$85,000**
2. Short Selling: Small position short at $84,800-$85,200 on resistance, stop loss **$86,000**, take profit **$82,000**
3. Risk Control: Single variety ≤10% of total funds, no heavy positions on weekends to avoid liquidity risk
- Spot: Mainly wait and see, waiting for stabilization near **$80,000** or favorable fundamentals (e.g., Waller's nomination encountering resistance) before building positions in batches

Short-term Forecast

- 1-2 Days: High probability of fluctuation in **$80,000-$85,000**; breaking below $79,800 looks to $75,000; stabilizing above **$85,000** then rebounds towards $88,000
- Core Variables: Progress of Waller's Senate nomination, statements from Federal Reserve officials, flow of funds into crypto ETFs

#黄金爆跌 As of January 31, 2026, 20:00 (UTC+8), gold experienced an epic plunge, marking the largest single-day drop in 40 years. The core data and analysis are as follows:

Core Market (Spot Gold, USD/Ounce)

- Current Price: $4,880, single-day drop of 9.25%
- 24H Range: $4,682-$5,334, maximum drop of 12.92%
- Key Gap: January 29 high point **$5,598 → January 31 low point $4,682**, a drop of nearly $670 in 30 hours
- COMEX Gold Futures: closed at **$4,907.5**, down 8.35%, falling below the **$5,000** mark

Main Reasons for the Plunge (Multiple Resonances)

1. Policy Expectation Reversal: Trump nominated hawk Waller as chairman of the Federal Reserve, advocating for balance sheet reduction + monetary discipline, leading to cooling interest rate cut expectations, a stronger dollar, and pressure on gold.
2. Overbought + Leverage Crush: The previous surge caused severe overbuying, with high leverage and margin increases triggering a cycle of “liquidation - drop - further liquidation,” with algorithmic trading amplifying volatility.
3. Liquidity Collapse: Thin trading at night and the loss of key levels triggered concentrated algorithmic stop-losses, exacerbating the waterfall decline due to missing buy orders.
4. Safe-Haven Premium Erosion: Easing geopolitical tensions led to capital withdrawal from gold, compounded by a rebound in the dollar index suppressing gold prices.

Key Levels and Strategies

- Key Level: $5,000 serves as the short-term bullish-bearish divide; strong support at **$4,700**, resistance at **$5,200**.
- Trading Strategies:
- Futures: rebound **$4,950-5,000 light short, stop loss at $5,080**; pullback **$4,700-4,750 stabilization can test longs lightly, stop loss at $4,650**.
- Spot: mainly wait and see, waiting for stabilization after a volume decrease to gradually position, avoiding early bottom fishing.

Impact on the Crypto Market

- The gold crash triggered collective pressure on risk assets, with BTC hitting a low of **$81,000**, and over **$1.68B** in total network contract liquidations in 24H, primarily among longs.
- Future attention should be on the confirmation of Waller's nomination, the dollar index, U.S. Treasury yields, and the volatility of precious metals affecting the crypto market.

#因沃什获提名比特币跌至82000美元 As of January 31, 2026, 20:00 (UTC+8), Binance BTC/USDT current price **$83,880**, daily +2.2%; On January 30, due to Trump nominating Kevin Warsh as Federal Reserve Chairman, BTC hit a low of **$81,000**, with over **$1.68B** in contracts liquidated across the network in 24 hours, predominantly long positions.

Key Events and Impact

- On January 30, Trump nominated former Federal Reserve Governor Warsh (an inflation hawk) to replace Powell, advocating for balance sheet reduction and monetary discipline. The market expects liquidity tightening, a stronger dollar, and collective pressure on risk assets.
- Warsh has referred to cryptocurrencies as "speculative assets," rather than inflation hedges, which conflicts with the narrative of BTC.
- Coupled with the collapse of precious metals and excessive leverage in the crypto space, this triggered a chain sell-off.

Key Levels and Strategies

- Key levels: $82,000 is the short-term bullish-bearish dividing line, $80,000 is strong support, with upper resistance at **$85,000**.
- Contract strategy: Short lightly at the rebound to **$84,500-85,000, stop loss at $85,800**; if it stabilizes after a pullback to **$82,000-82,500, a light long position can be attempted, stop loss at $81,500**.
- Spot strategy: Mainly observing, waiting for stabilization after a decrease in volume before gradually positioning.

Subsequent Focus

- Progress of Senate confirmation for Warsh's nomination, policy statements, and balance sheet reduction path.
- The impact of the dollar index, U.S. Treasury yields, and precious metal volatility on the crypto market.
- Movements of crypto whales and ETF fund flows to guard against liquidity risks.