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经济与加密投研｜宏观与社会逻辑｜X 推特：@aJ51888｜币安交易八折邀请码：47801367｜进聊天室A对A分析币种趋势｜
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Last night #美股暴跌 and #比特 fell
due to the uncertainty of #关税 suppressing risk appetite
but this round of tariffs is substantially weaker than last year
after #IEEPA was rejected, the tax rate fell back, resembling a domestic game in the U.S., reversing benefits for exports, with Hong Kong and South Korea reacting first.
Combined with the strong performance of Korean AI storage, the industry has outperformed #宏观 .
However, if 232 and 301 escalate again or if oil prices are pushed by the Middle East, East Asia will also find it hard to remain unaffected.
At this time, I cannot increase my position on $BNB ; it's hard to justify!
due to the uncertainty of #关税 suppressing risk appetite
but this round of tariffs is substantially weaker than last year
after #IEEPA was rejected, the tax rate fell back, resembling a domestic game in the U.S., reversing benefits for exports, with Hong Kong and South Korea reacting first.
Combined with the strong performance of Korean AI storage, the industry has outperformed #宏观 .
However, if 232 and 301 escalate again or if oil prices are pushed by the Middle East, East Asia will also find it hard to remain unaffected.
At this time, I cannot increase my position on $BNB ; it's hard to justify!
Isn't this just #人性 chewing?
Hate you have, laugh at you not having
Dislike you for being poor, fear you for being rich
From my own perspective,
Isn't this very normal?
Then from the perspective of no self - forgetting self - true self
Doesn't the thought change again!
I think, $BNB is still more down-to-earth!
Hate you have, laugh at you not having
Dislike you for being poor, fear you for being rich
From my own perspective,
Isn't this very normal?
Then from the perspective of no self - forgetting self - true self
Doesn't the thought change again!
I think, $BNB is still more down-to-earth!
This #官方 message is indeed a bit stylish!
#币安 has basically cleared the risk of crossing the sanctions red line,
and compliance has significantly improved!
The probability of being fined or facing restrictions in the future has clearly decreased!
In simple terms:
Transitioning from high-risk platforms to exchanges accepted by #主流 financial!
So is $BNB potentially limitless!
#币安 has basically cleared the risk of crossing the sanctions red line,
and compliance has significantly improved!
The probability of being fined or facing restrictions in the future has clearly decreased!
In simple terms:
Transitioning from high-risk platforms to exchanges accepted by #主流 financial!
So is $BNB potentially limitless!
#美国 Customs has stopped collecting tariffs that were ruled illegal by the Supreme Court!
The court said that the set #关税 was illegal and stopped it, but the United States immediately changed the law to continue increasing tariffs—#贸易 the war hasn't stopped, just changed the way of playing.
The impact on #币圈 means:
Short-term is slightly bearish (easier to cut interest rates), long-term is slightly bullish (stronger risk-averse logic)
So at this time, I increased my position $BNB !
The court said that the set #关税 was illegal and stopped it, but the United States immediately changed the law to continue increasing tariffs—#贸易 the war hasn't stopped, just changed the way of playing.
The impact on #币圈 means:
Short-term is slightly bearish (easier to cut interest rates), long-term is slightly bullish (stronger risk-averse logic)
So at this time, I increased my position $BNB !
Today #Web3 information gap:
1. BlackRock distributes 82% of Ethereum earnings to #etf buyers, allowing retail investors to indirectly earn Web3 money.
2. Trump raises tariffs to 15%, potentially benefiting Bitcoin globally #避险情绪 .
3. Domestic ban on virtual currencies but allows overseas operations #代币化 , with Hong Kong as the export hub.
4. Mining company Bit Deer liquidates Bitcoin, indicating that major players are not optimistic in the short term.
5. Vitalik proposes using AI to manage Ethereum to prevent control by Wall Street.
6. Stablecoin ETF attracts $17 billion in one day, as traditional funds seek safe crypto exposure.
7. Dormant whales are back in action, buying BTC and staking SOL, with large holders bottom-fishing.
8. U.S. miners acquire a French power company's data center, making Web3 infrastructure worth #战略资产 .
9. NFT platform Magic Eden is about to launch a token, revitalizing the NFT market.
10. Private equity fund experiences a blowout with $1.4 billion in liquidation, indicating increasing risks in traditional finance.
$BTC $ETH $BNB
1. BlackRock distributes 82% of Ethereum earnings to #etf buyers, allowing retail investors to indirectly earn Web3 money.
2. Trump raises tariffs to 15%, potentially benefiting Bitcoin globally #避险情绪 .
3. Domestic ban on virtual currencies but allows overseas operations #代币化 , with Hong Kong as the export hub.
4. Mining company Bit Deer liquidates Bitcoin, indicating that major players are not optimistic in the short term.
5. Vitalik proposes using AI to manage Ethereum to prevent control by Wall Street.
6. Stablecoin ETF attracts $17 billion in one day, as traditional funds seek safe crypto exposure.
7. Dormant whales are back in action, buying BTC and staking SOL, with large holders bottom-fishing.
8. U.S. miners acquire a French power company's data center, making Web3 infrastructure worth #战略资产 .
9. NFT platform Magic Eden is about to launch a token, revitalizing the NFT market.
10. Private equity fund experiences a blowout with $1.4 billion in liquidation, indicating increasing risks in traditional finance.
$BTC $ETH $BNB
It's all a bit...
Is it out of necessity, or is it really out of necessity!
It's quite good, honestly a bit,
Stylish!!
$BNB
Is it out of necessity, or is it really out of necessity!
It's quite good, honestly a bit,
Stylish!!
$BNB
#ETH走势分析
The prince of the crypto world $ETH 's four-hour trend remains the same
When will he lead the little brothers into battle?
This is something worth looking forward to!
But I believe it will happen soon!
The prince of the crypto world $ETH 's four-hour trend remains the same
When will he lead the little brothers into battle?
This is something worth looking forward to!
But I believe it will happen soon!
#马尔代夫度假村项目资产代币化
In simple terms:
Sell the resort's guest rooms, yachts, and even future income as "digital#股票 " to you
Letting you spend a few thousand dollars to become a "cloud shareholder" of a Maldives hotel, and receive dividends every year.
As the world's largest exchange, #平台币 surely has unlimited potential in the future!
$BNB
In simple terms:
Sell the resort's guest rooms, yachts, and even future income as "digital#股票 " to you
Letting you spend a few thousand dollars to become a "cloud shareholder" of a Maldives hotel, and receive dividends every year.
As the world's largest exchange, #平台币 surely has unlimited potential in the future!
$BNB
February 21, 2026 #Web3 Information Gap:
#微策略 Stubborn Hold: MicroStrategy claims it can withstand Bitcoin dropping to $8,000, institutions are digging in.
#山寨币 Mass Exodus: Altcoins have net sold $209 billion over 13 months, retail investors have mostly exited, institutions have yet to take over.
#ETH Major Upgrade: The Ethereum Foundation releases its 2026 roadmap, with the Glamsterdam upgrade in the first half and the Hegotá upgrade in the second half.
RWA Explosion: The RWA scale on the Ethereum mainnet surpasses $17 billion, BlackRock's BUIDL becomes the benchmark.
DeFi Cleanup: DeFi projects like Linear Finance and zkLend are shutting down due to liquidity dry-up, with small to medium projects exiting in bulk.
CME All-Weather: The Chicago Mercantile Exchange will offer 24/7 digital asset futures trading starting May 29, traditional giants fully embrace it.
Dubai Real Estate on Chain: Dubai opens a $16 billion tokenized real estate secondary market for trading, RWA enters a new phase.
#华尔街 Secret Meeting: Goldman Sachs and Franklin Templeton gather at Trump’s Mar-a-Lago, discussing tokenization and regulation.
Tether Slimming Down: Tether stops issuing USDT on three chains including EOS and Algorand, consolidating resources for security.
French Bank Enters: BNP Paribas issues a tokenized money market fund on Ethereum, accelerating traditional finance on chain.
$BTC $ETH $BNB
#微策略 Stubborn Hold: MicroStrategy claims it can withstand Bitcoin dropping to $8,000, institutions are digging in.
#山寨币 Mass Exodus: Altcoins have net sold $209 billion over 13 months, retail investors have mostly exited, institutions have yet to take over.
#ETH Major Upgrade: The Ethereum Foundation releases its 2026 roadmap, with the Glamsterdam upgrade in the first half and the Hegotá upgrade in the second half.
RWA Explosion: The RWA scale on the Ethereum mainnet surpasses $17 billion, BlackRock's BUIDL becomes the benchmark.
DeFi Cleanup: DeFi projects like Linear Finance and zkLend are shutting down due to liquidity dry-up, with small to medium projects exiting in bulk.
CME All-Weather: The Chicago Mercantile Exchange will offer 24/7 digital asset futures trading starting May 29, traditional giants fully embrace it.
Dubai Real Estate on Chain: Dubai opens a $16 billion tokenized real estate secondary market for trading, RWA enters a new phase.
#华尔街 Secret Meeting: Goldman Sachs and Franklin Templeton gather at Trump’s Mar-a-Lago, discussing tokenization and regulation.
Tether Slimming Down: Tether stops issuing USDT on three chains including EOS and Algorand, consolidating resources for security.
French Bank Enters: BNP Paribas issues a tokenized money market fund on Ethereum, accelerating traditional finance on chain.
$BTC $ETH $BNB
#美国CLARITY法案
The strategic significance of the U.S. CLARITY Act is, in simple terms, that Wall Street aims to 'recruit' the cryptocurrency sector.
It means that #美国 is shifting from a regulatory vacuum to an institutional lowland, attempting to pull crypto assets from the gray area into the compliant track.
Impact on #币圈 :
1. Institutional influx: #监管框架 clarified that traditional financial giants (such as Goldman Sachs and JPMorgan) can now enter the market legitimately, bringing in a massive amount of capital.
2. Retail investor dividends disappear: The previous weekend's 'wild fluctuations' may be smoothed out, as institutions will exploit the 7x24 trading mechanism for arbitrage, compressing the speculative space for retail investors.
3. #合规 cost surges: Exchanges must register with the CFTC and comply with strict regulations such as anti-money laundering and customer asset segregation, and smaller platforms may be eliminated due to excessively high compliance costs.
In simple terms, the cryptocurrency sector is transitioning from the 'wild era' to the 'Wall Street era'.
$BNB
The strategic significance of the U.S. CLARITY Act is, in simple terms, that Wall Street aims to 'recruit' the cryptocurrency sector.
It means that #美国 is shifting from a regulatory vacuum to an institutional lowland, attempting to pull crypto assets from the gray area into the compliant track.
Impact on #币圈 :
1. Institutional influx: #监管框架 clarified that traditional financial giants (such as Goldman Sachs and JPMorgan) can now enter the market legitimately, bringing in a massive amount of capital.
2. Retail investor dividends disappear: The previous weekend's 'wild fluctuations' may be smoothed out, as institutions will exploit the 7x24 trading mechanism for arbitrage, compressing the speculative space for retail investors.
3. #合规 cost surges: Exchanges must register with the CFTC and comply with strict regulations such as anti-money laundering and customer asset segregation, and smaller platforms may be eliminated due to excessively high compliance costs.
In simple terms, the cryptocurrency sector is transitioning from the 'wild era' to the 'Wall Street era'.
$BNB
#CFTC主张预测市场联邦专属监管权
The CFTC's move this time, on the surface, is to compete with #州政府 for territory, but in reality, it is playing a bigger game.
Its strategic goal is very clear: to pull #预测市场 out of the quagmire of 'gambling' and redefine it as 'financial derivatives'.
How severe is this move? Once successful, #CFTC can rightfully bring this trillion-dollar cake under federal regulation, completely cutting off the state government's attempts to treat it as a game.
In simple terms, this aims to fully 'financialize' the prediction market, allowing institutions like #华尔街 to enter compliantly, rather than letting the state government treat it as a gaming machine.
So, does $BNB currently have the potential to dominate the field?
The CFTC's move this time, on the surface, is to compete with #州政府 for territory, but in reality, it is playing a bigger game.
Its strategic goal is very clear: to pull #预测市场 out of the quagmire of 'gambling' and redefine it as 'financial derivatives'.
How severe is this move? Once successful, #CFTC can rightfully bring this trillion-dollar cake under federal regulation, completely cutting off the state government's attempts to treat it as a game.
In simple terms, this aims to fully 'financialize' the prediction market, allowing institutions like #华尔街 to enter compliantly, rather than letting the state government treat it as a gaming machine.
So, does $BNB currently have the potential to dominate the field?
February 20, 2026 #Web3 Information Gap:
1. #特朗普家族 Making Money: The Trump family is hosting a cryptocurrency conference at Mar-a-Lago, and Goldman Sachs CEO David Solomon admits to holding Bitcoin, marking a major shift in Wall Street's attitude.
2. #AI机器人 Paying Salaries: OpenMind collaborates with Circle to launch the world's first AI robot automated payment project based on USDC, ushering in an era of machine-to-machine finance.
3. Nintendo Makes a Comeback in VR: Nintendo restarts the Virtual Boy and launches VR accessories specifically for the Switch 2, as the veteran gaming giant officially enters the metaverse hardware market.
4. Dr. Ni's Ecosystem Explodes: The Dr. Ni Web3 network mainnet upgrade is underway, with the official DEX set to launch soon and plans to list on Kraken, accelerating the compliance process.
5. #比特币 Whale Bottom Fishing: Bitcoin whales have increased their holdings by over 53,000 Bitcoins in the past week, marking the largest buy-in since November of last year.
6. Federal Reserve Sets Neutral Tone: The Federal Reserve's meeting minutes have been released, with officials divided over the pace of interest rate cuts, while the crypto market displays a pattern of "weak rebounds and low volumes."
7. Standard Chartered Changes Its Tune: Standard Chartered, which previously predicted Bitcoin to reach $300,000, has significantly lowered its target price for 2026 to $100,000 and warned of a potential drop to $50,000.
8. #资金流向 Reversal: Funds continue to withdraw from the crypto market, with nearly $4 billion in net outflows from global crypto-themed ETFs over the past three months, as capital flows into physical assets like gold.
9. MicroStrategy Reports Huge Losses: Bitcoin whale MicroStrategy incurs a massive loss of $12.4 billion in a single quarter, as its founder admits that "selling Bitcoin is also an option" for the first time.
10. Bitcoin Metaverse Offers Benefits: The Bitcoin Metaverse launches a limited edition NFT with a rainwater theme, available for free to members, focusing on solar terms culture.
$BTC $ETH $BNB
1. #特朗普家族 Making Money: The Trump family is hosting a cryptocurrency conference at Mar-a-Lago, and Goldman Sachs CEO David Solomon admits to holding Bitcoin, marking a major shift in Wall Street's attitude.
2. #AI机器人 Paying Salaries: OpenMind collaborates with Circle to launch the world's first AI robot automated payment project based on USDC, ushering in an era of machine-to-machine finance.
3. Nintendo Makes a Comeback in VR: Nintendo restarts the Virtual Boy and launches VR accessories specifically for the Switch 2, as the veteran gaming giant officially enters the metaverse hardware market.
4. Dr. Ni's Ecosystem Explodes: The Dr. Ni Web3 network mainnet upgrade is underway, with the official DEX set to launch soon and plans to list on Kraken, accelerating the compliance process.
5. #比特币 Whale Bottom Fishing: Bitcoin whales have increased their holdings by over 53,000 Bitcoins in the past week, marking the largest buy-in since November of last year.
6. Federal Reserve Sets Neutral Tone: The Federal Reserve's meeting minutes have been released, with officials divided over the pace of interest rate cuts, while the crypto market displays a pattern of "weak rebounds and low volumes."
7. Standard Chartered Changes Its Tune: Standard Chartered, which previously predicted Bitcoin to reach $300,000, has significantly lowered its target price for 2026 to $100,000 and warned of a potential drop to $50,000.
8. #资金流向 Reversal: Funds continue to withdraw from the crypto market, with nearly $4 billion in net outflows from global crypto-themed ETFs over the past three months, as capital flows into physical assets like gold.
9. MicroStrategy Reports Huge Losses: Bitcoin whale MicroStrategy incurs a massive loss of $12.4 billion in a single quarter, as its founder admits that "selling Bitcoin is also an option" for the first time.
10. Bitcoin Metaverse Offers Benefits: The Bitcoin Metaverse launches a limited edition NFT with a rainwater theme, available for free to members, focusing on solar terms culture.
$BTC $ETH $BNB
$BTC $BNB
The UAE officially designated #比特币 as "#数字黄金 "
The sovereign fund publicly includes #战略储备 , holding spot ETFs and mining assets exceeding $1.6 billion.
This is not speculation; the national-level #资金 has begun to recognize #BTC as the next-generation value storage tool, and global crypto assets are entering a sovereign era.
Binance, as the leading global cryptocurrency exchange, has an obvious potential for its platform token $BNB !
The UAE officially designated #比特币 as "#数字黄金 "
The sovereign fund publicly includes #战略储备 , holding spot ETFs and mining assets exceeding $1.6 billion.
This is not speculation; the national-level #资金 has begun to recognize #BTC as the next-generation value storage tool, and global crypto assets are entering a sovereign era.
Binance, as the leading global cryptocurrency exchange, has an obvious potential for its platform token $BNB !
$BNB token, #币安 platform coin
It seems to have worked out, like an old lady going down the stairs!
During #春节 , due to personnel unable to concentrate!
Could only leave at #套现 , imagining a good year!
And who would have thought, capital is precisely using this point,
Using #宏观 emotions to conduct profound education on the market!
So, what exactly will the emotions be?
That can lead to #市场 deep reflection
And truly enter the space of rising!
It seems to have worked out, like an old lady going down the stairs!
During #春节 , due to personnel unable to concentrate!
Could only leave at #套现 , imagining a good year!
And who would have thought, capital is precisely using this point,
Using #宏观 emotions to conduct profound education on the market!
So, what exactly will the emotions be?
That can lead to #市场 deep reflection
And truly enter the space of rising!
February 19, 2026 #Web3 information gap:
1. #高盛 CEO has admitted defeat: acknowledges holding Bitcoin, Wall Street giants have completely softened.
2. #Base family feud: announces separation from the Optimism ecosystem, the L2 track begins to become competitive.
3. #华尔街 job snatch: BlackRock's ETH staking ETF fee drops to 0.25%, directly killing DeFi.
4. Exchanges are making big moves: Kraken acquires Magna, filling in gaps to prepare for IPO.
5. AI to conduct audits: OpenAI teams up with Paradigm to launch an EVM testing framework, AI begins auditing smart contracts.
6. Mining companies being forced to transform: aggressive investors urge Riot Platforms to abandon mining and fully embrace AI computing power.
7. #比特币 bonds are here: Ledn issues $188 million Bitcoin-backed ABS bonds, traditional finance is rapidly infiltrating.
8. New York can't sit still: plans to launch a tokenized asset trading platform for all-day trading, traditional exchanges are stepping in to grab a share.
9. Sui ETF opens: America's first interest-bearing SUI ETF officially trades, altcoins begin to be incorporated by institutions.
10. Aptos changes model: announces a shift to a deflationary model, reducing production to stabilize prices against market fluctuations.
$BTC $ETH $BNB
1. #高盛 CEO has admitted defeat: acknowledges holding Bitcoin, Wall Street giants have completely softened.
2. #Base family feud: announces separation from the Optimism ecosystem, the L2 track begins to become competitive.
3. #华尔街 job snatch: BlackRock's ETH staking ETF fee drops to 0.25%, directly killing DeFi.
4. Exchanges are making big moves: Kraken acquires Magna, filling in gaps to prepare for IPO.
5. AI to conduct audits: OpenAI teams up with Paradigm to launch an EVM testing framework, AI begins auditing smart contracts.
6. Mining companies being forced to transform: aggressive investors urge Riot Platforms to abandon mining and fully embrace AI computing power.
7. #比特币 bonds are here: Ledn issues $188 million Bitcoin-backed ABS bonds, traditional finance is rapidly infiltrating.
8. New York can't sit still: plans to launch a tokenized asset trading platform for all-day trading, traditional exchanges are stepping in to grab a share.
9. Sui ETF opens: America's first interest-bearing SUI ETF officially trades, altcoins begin to be incorporated by institutions.
10. Aptos changes model: announces a shift to a deflationary model, reducing production to stabilize prices against market fluctuations.
$BTC $ETH $BNB
#比特币再跌破69000美元
$BTC How much will the trap reach this time?
Is it 60,000 or 65,000?
The result is unknown.
But one thing is certain!
From a long-term perspective, #比特 will definitely break the previous high!
As the platform currency of the largest exchange!
$BNB will definitely have great potential!
No hesitation, long-term believers, increase positions aggressively!
$BTC How much will the trap reach this time?
Is it 60,000 or 65,000?
The result is unknown.
But one thing is certain!
From a long-term perspective, #比特 will definitely break the previous high!
As the platform currency of the largest exchange!
$BNB will definitely have great potential!
No hesitation, long-term believers, increase positions aggressively!
2026.2 February 18th #Web3 Information Gap：
1. #比特币 Plummeted: A single-day drop of 12% to $63,000, with a market value evaporating by 1.2 trillion, the narrative of digital gold collapses.
2. #稳定币 Banking: Stripe's Bridge obtained a U.S. OCC license, and stablecoins officially become "quasi-banks".
3. #香港 Licensing: The first batch of stablecoin issuer licenses in Hong Kong is expected to be issued in March, accelerating the compliance system's implementation.
4. Quantum Crisis: The threat from quantum computing intensifies, with approximately 6.51 million bitcoins facing "collect-decrypt" attack risks.
5. Institutional Accumulation: MicroStrategy invests another $168 million to buy 2,486 bitcoins, with holdings surpassing 710,000.
6. DeFi Vulnerability: A critical vulnerability (CVE-2025-55182) has been discovered in React server components, with a CVSS score of 10.0.
7. Capital Shift: Dragonfly raises $650 million to heavily invest in RWA (Real World Assets) and payment infrastructure.
8. Compliance Going Overseas: OKX obtained a payment license in Malta, proactively preparing for the EU MiCA regulation to take effect.
9. Sovereign Entry: Abu Dhabi's sovereign fund's holdings in bitcoin ETFs exceed $1 billion, with big money accelerating entry.
10. #AI+Web3 : Google launches WebMCP interface, promoting the internet to become a database for AI agents.
$BTC $ETH $BNB
1. #比特币 Plummeted: A single-day drop of 12% to $63,000, with a market value evaporating by 1.2 trillion, the narrative of digital gold collapses.
2. #稳定币 Banking: Stripe's Bridge obtained a U.S. OCC license, and stablecoins officially become "quasi-banks".
3. #香港 Licensing: The first batch of stablecoin issuer licenses in Hong Kong is expected to be issued in March, accelerating the compliance system's implementation.
4. Quantum Crisis: The threat from quantum computing intensifies, with approximately 6.51 million bitcoins facing "collect-decrypt" attack risks.
5. Institutional Accumulation: MicroStrategy invests another $168 million to buy 2,486 bitcoins, with holdings surpassing 710,000.
6. DeFi Vulnerability: A critical vulnerability (CVE-2025-55182) has been discovered in React server components, with a CVSS score of 10.0.
7. Capital Shift: Dragonfly raises $650 million to heavily invest in RWA (Real World Assets) and payment infrastructure.
8. Compliance Going Overseas: OKX obtained a payment license in Malta, proactively preparing for the EU MiCA regulation to take effect.
9. Sovereign Entry: Abu Dhabi's sovereign fund's holdings in bitcoin ETFs exceed $1 billion, with big money accelerating entry.
10. #AI+Web3 : Google launches WebMCP interface, promoting the internet to become a database for AI agents.
$BTC $ETH $BNB
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