dpwatch

MUMBAI, Feb 9 - Indian foreign exchange traders will watch foreign portfolio inflows this week to see whether the rupee's rally, sparked by last Monday's U.S.-India trade deal announcement, could extend meaningfully.
In fixed income, bond market investors will monitor demand-supply dynamics, which could prove key in determining the direction of bond yields.
The rupee closed at 90.6550 on Friday, up over 1% on the week.
The U.S. and India unveiled an interim trade framework on Friday, building on an initial announcement earlier last week. While the breakthrough has lifted sentiment on Indian assets, analysts remain cautious about its impact on portfolio flows.
Foreign investors have net bought nearly $900 million of Indian stocks so far in February, after pulling $4 billion last month, though they have sold $19 billion so far in 2025.
While the currency (INR) could trade more stably for a while, especially if the drawdown in risk extends, spot upside is likely to prove limited," analysts at Goldman Sachs said in a note.
In global markets, the focus this week will be on the release of key U.S. economic data alongside reactions to elections outcomes in Japan and Thailand.
BONDS
The 10-year benchmark 6.48% 2035 yield settled at 6.7363% on Friday, notching its second consecutive weekly rise, after the Reserve Bank of India's monetary policy decision.
The central bank held rates at 5.25% as expected but offered no fresh liquidity support. Traders had expected tweaks to liquidity rules to ease deposit tightness amid rising yields and credit growth.
Traders expect the yield to move in a 6.71%–6.80% range this week, with sellers in the driving seat. On Friday,
With the budget and the central bank policy behind, the market focus will be on debt supply.The MPC is set for a prolonged pause, with the RBI focusing on liquidity via open market purchases and FX swaps, though higher FY27 borrowing could add upward pressure on yields, said Puneet Pal, PGIM India MF.
India aims to gross borrow a record 17.20 trillion rupees ($189.70 billion) next financial year, with net borrowing of 11.73 trillion rupees. India's financial year starts in April and runs through March.#BTCMiningDifficultyDrop #WhenWillBTCRebound #USIranStandoff #JPMorganSaysBTCOverGold #DPWatch

$BNB
BNB

📈 価格と市場のコンテキスト
最近の価格動向: $ETH は最近弱含みで、投資家が慎重になる中で広範な暗号売却と急激な損失を反映しています。BTCの市場下落はETHを下押ししています。
The Economic Times +1
現在の感情: 全体的な市場は「極度の恐怖」とともに弱気から中立のモメンタムを示しており、技術的指標はしばしば弱さを指し示していますが、時折短期的な反発が見られます。
CoinCodex +1
📊 テクニカルピクチャー (チャートインサイト)
短期的: ETHは高い水準を維持するのに苦労しており、しばしば重要な移動平均を下回っています。これは弱気の圧力を示す兆候です。価格がサポートバンドを下回り続ける場合、下方向のリスクが残ります。

Vanar Chain is designed to solve one of the biggest challenges in Web3: scalability without sacrificing performance. Unlike traditional blockchains that struggle with congestion, @Vanarchain-1 focuses on high-speed infrastructure tailored for gaming, AI, metaverse, and real-time digital applications. The network is built to support massive user adoption while keeping transactions smooth and cost-efficient.
What makes Vanar Chain stand out is its vision for true digital ownership, where users and developers can build immersive experiences without technical limitations. The $VANRY Y token plays a central role in securing the network, enabling ecosystem growth, and supporting future innovations. As Web3 evolves beyond speculation, Vanar Chain positions itself as a strong foundation for next-generation decentralized platforms. #Vanar
$VANRY
$BTC

#WhenWillBTCRebound
#WhenWillBTCRebound
#DPWatch
#DPWatch
#USIranStandoff
#WarshFedPolicyOutlook

@Vanarchain-1 @Bule Whale Media @Tienad @Vanarchain-1 @Dusk @Plasma @WalrusProtocol

Vanar هي سلسلة بلوكشين من الطبقة الأولى (L1) مُصمّمة بالكامل لتناسب الاستخدام الواقعي. يتمتع فريق Vanar بخبرة في العمل مع الألعاب وقطاع الترفيه والعلامات التجارية؛ ويركز نهجهم التقني على جذب 3 مليارات مستخدم إضافي إلى عالم الـ Web3. توظّف Vanar سلسلة من المنتجات التي تغطي عدّة قطاعات رئيسية مثل الألعاب والميتافيرس والذكاء الاصطناعي والحلول البيئية، وحلول العلامات التجارية. من أبرز منتجات Vanar المعروفة ميتافيرس Virtua وشبكة ألعاب VGN. وتعتمد Vanar على رمز VANRY لتشغيل منظومتها.#DPWatch

BitMine Immersion Technologies, the $ETH Ethereum-focused digital asset treasury firm chaired by Wall Street strategist Tom Lee, now finds itself facing an estimated $8 billion in unrealized losses after the price of Ethereum (ETH) slipped below the psychologically important $2,000 level. Fed by a massive accumulation strategy, BitMine’s heavy exposure to ETH has turned into one of the most prominent examples of market risk in the current crypto downturn.

📉 Why BitMine Is Underwater
BitMine built one of the largest institutional Ethereum$ETH treasuries in the world, accumulating roughly 4.2–4.3 million ETH at an average cost basis of around $3,800–$3,900 per ETH. When ETH slipped below $2,000 — down sharply from nearly $4,000+ in late 2025 — this enormous position lost more than half its market value. At current prices, that stash is worth about $8.2 billion, compared with a purchase cost exceeding $16 billion, resulting in over $8 billion in paper losses.

The downturn has hit BitMine’s stock (NYSE: BMNR) hard as well, with shares tumbling more than 80–88% from their mid-2025 peaks in line with the broader Ethereum sell-off.

🧠 Tom Lee’s Response: Long-Term Strategy, Not Panic Selling

Despite the staggering losses on paper, Tom Lee and BitMine executives have been vocal that this is not a crisis that necessitates selling at fire-sale prices. Unlike highly leveraged hedge funds, BitMine financed its ETH purchases primarily through equity issuance instead of borrowed funds, meaning there are no debt covenants forcing liquidation. The company also holds significant cash reserves (hundreds of millions) and has a portion of its ETH actively staked, generating recurring income.

Lee has repeatedly emphasized a long-term belief in Ethereum’s fundamentals and network growth, dismissing short-term price swings as inherent to any volatile asset. He has compared unrealized losses during downturns to similar drawdowns seen in traditional equity and exchange-traded funds during broader market sell-offs.

📊 The Bigger Context: Ethereum Market Weakness

Ethereum’s drop below $2,000 reflects deeper bearish pressure across crypto markets. $ETH has seen significant percentage declines year-to-date, with some analysts attributing the weakness to macro headwinds, reduced risk appetite among traders, and rotation into traditional safe-haven assets like gold.

The broader market has seen selling from multiple fronts, including miners, institutional holders, and even some early stakeholders — highlighting how price action in major cryptocurrencies often diverges from underlying network growth metrics such as daily transactions or active addresses.

🧾 Risk, Reward, and What Comes Next

BitMine’s strategy has been one of big bets for big rewards: aggressive accumulation of ETH with the aim of capturing long-term price appreciation and yield through staking. If Ethereum’s price eventually rebounds, BitMine could recoup and potentially profit from its massive holdings. However, in the short term, unrealized losses remain significant and highlight the inherent risk of concentrated crypto treasuries.

Critics have questioned whether such large concentrated positions make sense for a publicly traded company, while supporters argue that long cycles require endurance through volatility. Much will depend on whether Ethereum’s price recovers and how investor sentiment shifts in the coming months.
#EthereumLayer2Rethink? #DPWatch #RiskAssetsMarketShock

📉 Market & Price Moves
Bitcoin and broader market under pressure: Bitcoin and many cryptos have been sliding recently, with repeated tests of support levels and volatility due to broader market conditions and weak sentiment. �
Fortune +1
Market reshuffle: BNB has overtaken XRP in market cap rankings as the latter struggles.
$BTC
$BNB
$XRP #USIranStandoff #BitcoinGoogleSearchesSurge #RiskAssetsMarketShock #JPMorganSaysBTCOverGold #DPWatch

This week is considered one of the most important weeks in the American financial market during February 2026, as it witnesses the release of a set of major economic data, some of which were delayed due to a recent short-term government shutdown. These data include the December retail sales report, the January jobs report, initial jobless claims, January existing home sales, and most importantly the January CPI inflation index, in addition to five Federal Reserve speaker events. All these elements will directly affect expectations for monetary policy, the path of interest rates, and investment decisions in stocks, bonds, and currencies.The week begins ⬇️

⬆️ on Monday (approximately February 9) with the release of December retail sales data, which was delayed due to the government shutdown. Retail sales represent a crucial indicator of the strength of consumer spending, which constitutes about 70% of U.S. GDP. Estimates indicate an increase of approximately 0.5-0.6% month-over-month, with special focus on core sales (excluding cars and fuel) to measure underlying trends. If the data comes stronger than expected, it reinforces the idea that the economy remains strong despite previously elevated interest rates, which may reduce the chances of an imminent rate cut. However, if it comes weak, it may reflect a slowdown in consumption due to inflation pressures and high rates, thereby supporting expectations for faster rate cuts. This report follows the holiday shopping season, so it will have a significant impact on assessing the resilience of the American consumer ⬇️

⬆️ On Wednesday (approximately February 11), the January jobs report (Nonfarm Payrolls) is released, which is one of the most important economic reports ever. It was also delayed due to the government shutdown, and it is expected to show the addition of about 80-100 thousand jobs only, compared to December’s relatively weak numbers (around 50 thousand). The unemployment rate is expected to remain stable near 4.4-4.5%. This report is considered a “double blow” alongside inflation later, because it determines the strength of the labor market. If it comes strong (more than 150 thousand jobs with elevated wage growth), it will indicate that the economy does not need additional monetary support, thereby strengthening the Federal Reserve’s cautious stance. But if it is weak, it may increase pressure on the Fed to cut rates in upcoming meetings, especially with the noticeable slowdown in hiring in recent months

⬆️ On Thursday (approximately February 12), two important releases arrive: initial jobless claims and January existing home sales. Initial jobless claims are released weekly and provide an immediate glimpse into the health of the labor market; around 230-235 thousand claims are expected, and any noticeable increase heightens slowdown concerns

As for existing home sales (from NAR), they are expected to be around 4.2-4.35 million units annually. The housing market is suffering from high mortgage interest rates, which reduces activity, but any improvement may signal the beginning of a recovery with expectations of lower rates

These two releases complete the picture of the labor market and housing, and influence expectations for overall economic growth ⬇️

⬆️ On Friday (approximately February 13), the Consumer Price Index (CPI) for January is released, which is the most impactful data point this week

Estimates indicate a monthly increase of 0.3%, and an annual rate of around 2.5-2.7%, with core CPI (excluding food and energy) close to 2.5%. Inflation has recently stabilized after declining from its 2022 peak, but the Fed is waiting for additional evidence of a sustainable return to the 2% target. If inflation comes higher than expected, especially in core components, it will reduce the probability of a rate cut in March or April, and may push markets to price in a slower cutting cycle. But if it is low, it strengthens expectations for an imminent cut, supporting stocks and gold while pressuring the dollar ⬇️

⬆️ In addition to this data, there are five Federal Reserve speaker events during the week, making monetary communication (forward guidance) pivotal. The speakers usually include members such as Waller, Bostic, Hammack, Logan, and others (such as Miran or Cook in some events). Their statements will focus on assessing incoming data, especially jobs and inflation, and the need to adjust policy. If they indicate caution (due to persistent inflation or a strong labor market), it will be negative for risk assets. But if they appear optimistic about inflation slowing, they may support positive expectations.Overall, this week is decisive in determining the path of monetary policy in 2026
The delayed data makes interaction with them more intense, and markets are extremely sensitive to any deviation from expectations. Investors are watching how the Fed reacts to this combined picture: is the economy strong enough to withstand higher rates for longer, or is the slowdown accelerating and requiring faster intervention? The answer will determine market trends for the coming weeks 🤔

#WarshFedPolicyOutlook #ADPDataDisappoints #DPWatch #Fed $ETH
$BTC
$BNB

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クリプト市場のブルランの正確な時間を予測するのは難しいですが、2026年にはビットコインの2024年のハルビングの影響が市場に反映されるとき、強いラリーの可能性が高くなります。通常、ハルビングの12〜18か月後に主要なブルサイクルが始まります。もしグローバルな金利が低下し、ビットコインETFの流入が強く、機関投資家の採用が増加すれば、2026年の中頃または後半に新たな高値を見ることができるかもしれません。しかし、マクロリスク、規制、流動性条件も重要な要因です。常にリスク管理と適切な調査を行った上で投資してください。

2026年8月2日 16:18:46
BlockBeatsニュース、2月8日、Strategyの創設者マイケル・セイラーは再びビットコイントラッカーに関連する情報を共有しました。そして、「オレンジの点は非常に重要です。」と述べました。

以前のパターンによれば、Strategyは関連ニュースが発表された翌日にビットコインの蓄積情報を常に開示しています。
#plasma $XPL @Plasma
#RiskAssetsMarketShock
#DPWatch

グローバル市場の不確実性が再び暗号空間全体で強い動きを引き起こしており、ゲームトークンが最も活発なパフォーマーのいくつかとして浮上しています。投資家が伝統的な資産を超えて見る中、資本はブロックチェーンゲームのような高成長セクターに流入しており、いくつかのゲーム関連コインが注目を集めています。
Axie Infinity AXSは顕著な価格活動を示しており、$1.31で取引されており、過去24時間で-15.02%の変動があります。�

素晴らしい方法で**ミラノ・コルティナ2026冬季オリンピック**を始めることができました！フランチェスカ・ロッロブリジダは確かに金メダルを獲得し、その背後にあるストーリーは彼女のパフォーマンスと同じくらい映画的です。

彼女の**35歳の誕生日**に競技を行い、ロッロブリジダはこの大会でホスト国の初めての金メダルを獲得しました。これは歴史的なブレークスルーであり、彼女にとって初めてのオリンピック金メダルであるだけでなく、**イタリアの女性が長距離スピードスケートで金メダルを獲得したのは初めて**でもありました。

### 記録を破るパフォーマンス

2026年2月6日にオマーンのマスカットで行われた最近の間接交渉は、緊張を緩和するための高リスクな試みを表しているが、現在は「時間稼ぎ」によって特徴づけられており、画期的な進展には至っていない。両側は前向きな言葉を使ったが、ワシントンの要求とテヘランのレッドラインの間には依然として重要なギャップが残っている。

### マスカットラウンドからの主要な進展

* **A "Good Start" under Pressure:** イランの外相アッバス・アラグチは、会談を「良いスタート」と呼び、トランプ大統領はそれを「非常に良い」と表現した。しかし、米国は「最大限の圧力」姿勢を維持し、セッションが終了した直後にイランの石油「影の艦隊」に対する新たな制裁を発表した。

$BTC ビットコインは現在、120日で-53％崩壊しましたが、重大なネガティブニュースやイベントはありません。これは異常です。
マクロ圧力は役割を果たしますが、ビットコインが継続的に下落する主な理由ではありません。本当のドライバーは、ほとんどの人がまだ話していないもっと大きなものです。
ビットコインの元々の評価モデルは、供給が2100万コインで固定されており、価格はそのコインの実際の購入と販売に基づいて動くという考えに基づいて構築されていました。初期のサイクルでは、これはほぼ真実でした。しかし、今日では、その構造は変わりました。

確かに、日本にとって歴史的で雪の降る日です。今日、**2026年2月8日の日曜日**、1億人以上の有権者が、**高市早苗**首相を巡る高リスクの国民投票としての臨時総選挙の投票所に向かっています。

投票が午後8時（JST）に締め切られた後、最終結果がすぐに発表されると予想されていますが、現在の予測と出口調査は、高市と彼女の新設された保守連合の支配的なパフォーマンスを示唆しています。

### 予測される展望

主要なニュースメディア、*共同*や*朝日*を含む、は与党である自由民主党（LDP）とそのジュニアパートナーである**日本維新の会（Ishin）**の大勝を予測しています。

That is an incredible hypothetical (or future!) scenario you've laid out. As of the most recent real-world data leading into 2026, India does indeed hold the record for the most titles (five), but a sixth win—especially with a performance like that—would be historic.

To keep things grounded in the current reality of cricket:

* **The Record:** India currently has **five** U-19 World Cup titles (2000, 2008, 2012, 2018, and 2022). Winning a sixth would further cement their absolute dominance in age-group cricket.
* **The Player:** Vaibhav Suryavanshi is a very real and exciting talent. He recently made headlines for being one of the youngest players to debut in first-class cricket and scoring a blistering 58-ball century in a U-19 "test" against Australia.
* **The Score:** A 175-run innings in a final would eclipse the current record for the highest individual score in a U-19 World Cup final (currently held by India's Manjot Kalra with 101* in 2018 and Unmukt Chand with 111* in 2012).

### Current U-19 World Cup Winners Table

| Year | Winner | Runner-up | Margin |
| --- | --- | --- | --- |
| 2018 | **India** | Australia | 8 wickets |
| 2020 | **Bangladesh** | India | 3 wickets (DLS) |
| 2022 | **India** | England | 4 wickets |
| 2024 | **Australia** | India | 79 runs |

> **A Quick Correction:** While Vaibhav Suryavanshi is a phenom, the most recent U-19 World Cup (2024) was actually won by **Australia**, who defeated India in the final.

It sounds like you might be looking at a projection or perhaps a match report from a simulation! If this is for a story you're writing or a "what-if" sports analysis, that 175-run knock would easily make him the biggest prospect in world cricket.

Would you like me to help you draft a fictional "Player of the Match" profile for Vaibhav based on this 175-run performance?#EthereumLayer2Rethink? $XRP
#DPWatch $USDC
#USIranStandoff $BTC
#BitcoinGoogleSearchesSurge

#DPWatch BitcoinGoogleSearchesSurge $XRP $XRP

2026年2月8日、今日はポルトガルにとって決定的な日であり、市民は大統領選挙の決選投票に向けて投票所に向かっています。この選挙は歴史的なもので、ポルトガルの民主主義の歴史（1974年以降）で大統領選挙が二回目のラウンドを必要とするのはこれが二度目となります。

### 候補者たち

決選投票は、ポルトガルの非常に異なる二つのビジョンを対峙させています:

* **アントニオ・ジョゼ・セグーロ (社会党 - PS):** ベテラン政治家で元社会党のリーダーであるセグーロは、「安定性」の候補者としてキャンペーンを行っています。彼は「広範な支持基盤」を成功裏に築き、急進主義に対する防波堤と見なされる中道右派のリーダーを含む政治スペクトル全体の人物からの支持を受けています。

タイにとって大きな日です。ニュースがまさに起こっている最中にキャッチしました—今日は、**2026年2月8日（日曜日）**、5000万人以上のタイ人が重要なダブルフィーチャーのために投票所に向かっています：**一般選挙**と画期的な**憲法投票**。

これはタイの歴史において、国民投票が一般選挙と同時に行われる初めての事例です。地上で何が起こっているのかを以下に示します：

## 一般選挙：三つ巴の戦い

激しい「リーダーシップの変動」の期間を経て—過去2年間で裁判所の命令によって2人の首相が解任されることを含む—国は新しい500人の下院議員を選出するために投票しています。