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✨The second week of February has been quite eventful in the cryptocurrency markets. Although the market is showing signs of recovery after the sharp sell-offs at the end of January and the beginning of February, it is still experiencing volatility.
✨Bitcoin and General Market Situation
Bitcoin (BTC), after falling to levels around $60,000 in last week's dramatic drop, has recovered and is currently trading in the $69,000-$70,000 range. Although it is still in negative territory on a weekly basis, many analysts state that "most of the bad news has already been priced in" and that the correctio
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bandanlagevip:
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#WhiteHouseTalksStablecoinYields
✨The White House discussed stablecoin interest yields.
🔹The US administration has begun to give the first serious signals on how the interest income from stablecoin reserves will be shared or regulated.
🔹Some officials are debating whether these yields will remain entirely with the companies or be distributed to the users.
🔥This is poised to be one of the hottest topics of stablecoin regulation in 2026.
🤔Do you think stablecoin yields should be shared with users?
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AYATTACvip:
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#WalshonFedPolicy
✨February 9, 2026 – Kevin Warsh, whom Donald Trump nominated as Federal Reserve Chairman on January 30, 2026, continues to generate both hope and apprehension in the markets with his views on Fed policies.
Warsh, a former Fed Board Member (2006-2011), has long maintained a classic inflation hawk profile, but his statements at the end of 2025 and the beginning of 2026 show a significant shift. In line with Trump's demands for lower interest rates, he has recently shifted towards a pro-interest rate cut stance. However, this support comes not through traditional expansionary p
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AYATTACvip:
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#ChinaShapesCryptoRules
✨e-CNY is the world's largest-scale and most widely used central bank digital currency (CBDC) project, issued by the People's Bank of China (PBOC). With the new governance framework that came into effect at the beginning of 2026, it transitioned from the "digital cash" era to the "digital deposit money" era, becoming a world first in many respects.
👉Key Technical and Legal Features
Issuance and Support:
🔹It is entirely issued by the PBOC and backed by physical yuan (CNY) at a 1:1 ratio. It is a legal tender and is positioned as a cash (M0) substitute.
🔹Two-tier sy
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MasterChuTheOldDemonMasterChuvip:
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#ChinaShapesCryptoRules
✨On February 6, 2026, a joint communiqué issued by eight state institutions, led by the People's Bank of China (PBOC), significantly updated the country's cryptocurrency policy. The comprehensive ban regime, in place since 2021, was expanded to include the unauthorized issuance of yuan-pegged stablecoins and the tokenization of real-world assets (RWAs) tied to mainland China.
✨The new regulation explicitly prohibits the unauthorized issuance of yuan-pegged stablecoins abroad, while emphasizing that the issuance of tokens based on Chinese assets will be subject to a st
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MasterChuTheOldDemonMasterChuvip:
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#YiLihuaExitsPositions
✨Yi Lihua (founder of Trend Research and former LD Capital investor), a figure closely followed in the cryptocurrency market, has largely liquidated his massive Ethereum long positions. According to data from the on-chain analytics platform Lookonchain and various on-chain tracking accounts, addresses under Yi Lihua's control transferred a very large portion (~96%) of approximately 658,000 ETH to exchanges in recent days. The remaining on-chain assets are only around 21,300 ETH. This move suggests that Yi Lihua has closed almost all of his leveraged Ethereum positions.
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MasterChuTheOldDemonMasterChuvip:
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#JapanElection
Cryptocurrencies and Their Market Impact Analysis
✨The Japanese election victory created a ripple effect in global markets known as "Takaichi Trading," and had mixed effects on cryptocurrencies. In the short term, the post-election strengthening of the yen and global liquidity crunch put pressure on Bitcoin (BTC); BTC retreated from its peak of $72,000 to around $70,000. This decline was due to capital flows shifting to traditional assets because of the stock market rally in Japanese markets. Gold, on the other hand, hit a record high, surpassing $5,000, reflecting a shift in p
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MasterChuTheOldDemonMasterChuvip:
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#JapanElection
Sanae Takaichi's Landing Victory Unleashes a New Era for Japan.
✨ In the general elections held in Japan on February 8, 2026, the Liberal Democratic Party (LDP), led by Prime Minister Sanae Takaichi, achieved its biggest victory in history, securing a supermajority in the lower house of parliament. According to results from public broadcaster NHK, the LDP alone won 316 of the 465 seats in the lower house, while its coalition partner, the Japan Innovation Party, reached a total of 352 seats. This result gives Takaichi the power to overcome the vetoes of the opposition-controlle
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MasterChuTheOldDemonMasterChuvip:
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#BTCMiningDifficultyDrops
The recent drop in Bitcoin hashrate has become one of the most notable developments at the beginning of 2026. Here is a detailed analysis of the current situation.
〽️Current Situation (as of February 9, 2026)
Network hashrate is fluctuating between ≈ 976–1,064 EH/s (daily fluctuations according to sources: CoinWarz shows ~976 EH/s, YCharts shows 1,064B TH/s ≈ 1,064 EH/s)
A decline of around 15–20% from the October 2025 peak (1.1+ ZH/s levels)
Sharp declines have been observed in the last 7–10 days (daily losses of 10%+ on some days)
Lowest point: short-term drop to
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#BTCMiningDifficultyDrops
Bitcoin mining difficulty experienced a massive drop!
📉 In the latest adjustment, the difficulty level decreased by 11.16% to 125.86 trillion.
This is the largest negative correction recorded since the 2021 Chinese mining ban (and even one of the top 10 negative changes of all time).
What's happening?
Sharp drop in Bitcoin price (a serious decline from the October peak)
Power outages and shutdowns due to severe winter storms in the US
Hashrate dropping by approximately 20% in the last month
Hashprice (earnings per PH) collapsing from $70 to the $33-35 range
Result:
BTC-2,05%
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CryptoAlicevip:
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#BitcoinBouncesBack
After the sharp drop last week that scared everyone by falling just below $60,000, BTC made an incredible comeback.
Bottom: ~$60,000
Current range: $69,000 – $71,000 band
→ A sudden jump of over 20% (we saw a movement of close to 21% in just 48 hours)
The market is asking:
Is this a real bottom formation, or a classic dead cat bounce?
For now, the signs are on the positive side:
• The psychological level of $70,000 has been reclaimed
• Bottom buyers have returned very strongly
• The probability of $85,000 in the polymarket has increased to 71% (for the end of the month)
Of
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Iran's uranium enrichment program is at a critical point, both technically and politically, as of February 2026. Below, I summarize the current situation, levels, stockpiles, facilities, and recent developments.
Enrichment Levels and Meanings
Uranium enrichment increases the proportion of the fissionable U-235 isotope:
3–5% → Normal nuclear power plant fuel (low enriched uranium – LEU)
20% → Intermediate level (used for research reactors, medical isotope production)
60% → Highly enriched uranium (HEU) – very close to weapons production (critical threshold for breakout)
90%+ → Weapons-grade ura
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User_anyvip
#USIranNuclearTalksTurmoil
Possible Outcomes of the Oman Talks: The Muscat talks between the US and Iran (beginning today) have a very limited chance of success, largely due to differences in positions. The parties' red lines almost completely coincide.
Most Likely Scenarios (in order of probability):
Ends without any concrete agreement – “Just an exchange of views” (highest probability ~60–70%)
The talks are short, the parties reiterate their positions.
Joint statement: A diplomatic phrase such as “It was constructive, we will continue.”
In reality, progress is zero or very minimal.
Tensions in the region continue as they are.
A very limited, temporary “de-escalation” agreement (~15–25%)
Iran: May commit to suspending high-level uranium enrichment for a certain period (e.g., 6–12 months).
US: In return, some partial and temporary easing of sanctions (e.g., some exceptions regarding oil sales).
The missile program and proxy forces are definitely not on the table.
This scenario is seen as a "time-gaining" tactic.
Complete breakdown of negotiations and a new wave of crisis (~10-20%)
The US delegation (Witkoff + Kushner) does not accept Iran's "nuclear-only" insistence and walks away from the table. The Trump administration immediately announces a new sanctions package or increases military activity (aircraft carrier deployments, exercises).
Iran may retaliate by conducting new drone/missile tests or escalating Houthi actions.
An unexpected softening/framework agreement (very low probability ~<5%)
Mediators (Qatar, Egypt, Turkey) bring the parties together at the last minute. Example: A package of non-comprehensive sanctions lifting in exchange for Iran freezing enrichment for 3 years + transferring its uranium stockpile to a third country.
This seems almost impossible in the current atmosphere. Overall Assessment
Both sides are at the table not to win, but to avoid losing.
Iran has come to the table due to internal pressure (continued protests, economic issues) and external threats (Israel + US military presence). The Trump administration, however, is pursuing a "maximum pressure + diplomacy" strategy; the military option remains on the table. Statements expected today/tomorrow will likely indicate that diplomacy will continue, but no concrete progress is anticipated.
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Developments in the Last 72 Hours
February 6 Muscat Talks: The US side included figures such as Steve Witkoff and Jared Kushner, while Iran was represented by Foreign Minister Abbas Araghchi. The Iranian side described the talks as a "good start" and stated that it was "a long way to go in building trust." US President Donald Trump described the talks as "very good" and announced that a new round would be held next week. Iran's Red Lines:
The talks will be limited to the nuclear issue only.
Reducing uranium enrichment to zero is absolutely unacceptable — "Enrichment is Iran's right" (Araghchi,
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User_anyvip
#USIranNuclearTalksTurmoil
✨Current situation
Nuclear negotiations between the US and Iran, following weeks of tension and fears of war, concluded today in an indirect format in Muscat, the capital of Oman. The talks ended with both sides demonstrating a "will to continue," but deep disagreements and mistrust remain on the table.
Today's Developments (February 6, 2026)
The talks are over: Iranian Foreign Minister Abbas Araghchi described the negotiations as "a very good start" and said "an understanding was reached that the talks will continue." However, it was stated that there would be no immediate new round, but rather progress following consultations in the capitals.
Format and participants: The talks were held indirectly (US and Iranian representatives did not meet directly face-to-face; communication was facilitated through Oman). On the US side, Middle East special envoy Steve Witkoff and Trump's son-in-law Jared Kushner participated. CENTCOM commander noted: The presence of the US Central Command (CENTCOM) commander at the talks was interpreted as a strong signal that Washington is still keeping the military option on the table. Iran's red lines are clear: Tehran reiterated that it will not discuss any issues other than its nuclear program (ballistic missiles, regional proxy forces). It categorically refused to completely halt uranium enrichment or send its stockpiles abroad.
US demands are broad: The Trump administration wants to put not only the nuclear program but also the ballistic missile program and support for proxy groups such as Hezbollah and Hamas on the table. The goal of "zero nuclear capacity" remains the official stance.
General Situation and Atmosphere
The talks come after the US airstrikes on Iranian nuclear facilities in recent months, the crackdown protests in Tehran, and the deployment of US naval forces to the Gulf. Both sides sent the message of "keeping the diplomatic path open," but mistrust remains very high. Iran is demanding "negotiations without threats and pressure," while the Trump administration is seeking a quick and comprehensive agreement. It is reported that regional countries (particularly Arab leaders) lobbied the White House not to cancel the talks, and this pressure has enabled the negotiations to take place.
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Developments in the Last 72 Hours
February 6 Muscat Talks: The US side included figures such as Steve Witkoff and Jared Kushner, while Iran was represented by Foreign Minister Abbas Araghchi. The Iranian side described the talks as a "good start" and stated that it was "a long way to go in building trust." US President Donald Trump described the talks as "very good" and announced that a new round would be held next week. Iran's Red Lines:
The talks will be limited to the nuclear issue only.
Reducing uranium enrichment to zero is absolutely unacceptable — "Enrichment is Iran's right" (Araghchi,
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User_anyvip
#USIranNuclearTalksTurmoil
✨Current situation
Nuclear negotiations between the US and Iran, following weeks of tension and fears of war, concluded today in an indirect format in Muscat, the capital of Oman. The talks ended with both sides demonstrating a "will to continue," but deep disagreements and mistrust remain on the table.
Today's Developments (February 6, 2026)
The talks are over: Iranian Foreign Minister Abbas Araghchi described the negotiations as "a very good start" and said "an understanding was reached that the talks will continue." However, it was stated that there would be no immediate new round, but rather progress following consultations in the capitals.
Format and participants: The talks were held indirectly (US and Iranian representatives did not meet directly face-to-face; communication was facilitated through Oman). On the US side, Middle East special envoy Steve Witkoff and Trump's son-in-law Jared Kushner participated. CENTCOM commander noted: The presence of the US Central Command (CENTCOM) commander at the talks was interpreted as a strong signal that Washington is still keeping the military option on the table. Iran's red lines are clear: Tehran reiterated that it will not discuss any issues other than its nuclear program (ballistic missiles, regional proxy forces). It categorically refused to completely halt uranium enrichment or send its stockpiles abroad.
US demands are broad: The Trump administration wants to put not only the nuclear program but also the ballistic missile program and support for proxy groups such as Hezbollah and Hamas on the table. The goal of "zero nuclear capacity" remains the official stance.
General Situation and Atmosphere
The talks come after the US airstrikes on Iranian nuclear facilities in recent months, the crackdown protests in Tehran, and the deployment of US naval forces to the Gulf. Both sides sent the message of "keeping the diplomatic path open," but mistrust remains very high. Iran is demanding "negotiations without threats and pressure," while the Trump administration is seeking a quick and comprehensive agreement. It is reported that regional countries (particularly Arab leaders) lobbied the White House not to cancel the talks, and this pressure has enabled the negotiations to take place.
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#GlobalTechSell-OffHitsRiskAssets
The Valuation Test for Tech Giants: AI Spending Under the Microscope
Global markets are navigating a critical turning point where excessive optimism in the technology sector is giving way to a cautious realization. This sell-off wave, which gained significant momentum in February 2026, is not merely a price correction; it is a reflection of deep-seated concerns regarding the return on investment (ROI) speed of Artificial Intelligence (AI) initiatives.
Core Dynamics of the Sell-Off
Capital Expenditure (CAPEX) Pressure: Massive investment plans exceeding $200 b
Discoveryvip
#GlobalTechSell-OffHitsRiskAssets
The Valuation Test for Tech Giants: AI Spending Under the Microscope
Global markets are navigating a critical turning point where excessive optimism in the technology sector is giving way to a cautious realization. This sell-off wave, which gained significant momentum in February 2026, is not merely a price correction; it is a reflection of deep-seated concerns regarding the return on investment (ROI) speed of Artificial Intelligence (AI) initiatives.
Core Dynamics of the Sell-Off
Capital Expenditure (CAPEX) Pressure: Massive investment plans exceeding $200 billion for AI infrastructure by giants like Alphabet and Amazon for 2026 are increasingly perceived by investors as "margin pressure." The impact of these high costs on short-term cash flows is leading to a reassessment of premium valuations in tech stocks.
Sectoral Rotation: Investors are shifting away from tech and growth-oriented stocks toward more defensive, cash-rich traditional sectors. This trend is causing tech-heavy indices to decouple negatively from the broader market.
Macroeconomic Data and Labor Market: Weak employment data from the US is signaling a loss of momentum in economic growth, acting as a catalyst that accelerates the flight from risk assets.
The Chain Effect on Risk Assets
This wave of selling is not confined to stock market corridors. Digital assets and the cryptocurrency market are also taking their share of this liquidity contraction. Crypto assets, which have shown an increased correlation with tech stocks, are experiencing sharp pullbacks in line with the deterioration in global risk appetite. In particular, anxieties over existing software business models being "displaced by AI" are causing sell-offs to spread across the entire sector.
Analysis Note: The market is currently seeking an answer to the question: "Is AI a productivity tool, or a revolution that will swallow today's software giants?" This uncertainty may cause volatility to remain elevated for some time.
Future Projection
In the coming period, it will not be enough for companies to simply invest in AI; they will need to demonstrate tangible revenue growth (monetization) derived from these investments. As markets transition from the "narrative" phase to the "financial data" phase, risks appear to persist for growth-oriented companies with high debt levels and those struggling to generate net profit.
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