比特幣信仰者

$BNB According to the Wall Street Journal: The Trump family negotiated the acquisition of financial shares in Binance.
(From Jinshi Data APP)

$BTC
No matter what data comes out tomorrow, it will rise tomorrow. A deep drop followed by bad news is a big V. Wall Street thinks differently from retail investors; first, it rises, then it pulls back while selling. Little retail investors, hang in there.

No matter how tomorrow's CPI is, the US stock market will rise, the worst news is the best, let’s have another wash, Wall Street thinks differently from the retail investors, bad news brings a big V.

#钱包活动洞察 Wallet Activity Insights Description

Wallet Activity Insights is an analysis of transaction data from blockchain wallets, providing users with an in-depth understanding of their fund movements, trading patterns, and asset management. The following are the main analysis contents and application scenarios:

1. Transaction Analysis
• Transaction Frequency: Statistics of daily, weekly, or monthly transaction counts, observing changes in activity trends.
• Transaction Categories: Distinguishing between transfers, DEX transactions, NFT transactions, staking, lending, and other categories.
• Counterparty Analysis: Analyzing major counterparties, identifying common receiving or paying addresses.

2. Fund Flow
• Income Sources: Analyzing where income comes from, such as trading profits, mining rewards, airdrops, staking rewards, etc.
• Expenditure Categories: Understanding where funds mainly flow to, such as exchanges, staking contracts, NFT purchases, etc.

3. Asset Management
• Token Holding Changes: Tracking the proportion of holdings in different tokens, identifying long-term held assets and short-term fluctuations.
• Liquidity Situation: Analyzing the liquidity of assets, such as the proportion of stablecoins, long-term locked assets, etc.
• Yield Calculation: Calculating return on investment, tracking token buy/sell prices, estimating overall profit and loss.

4. Fees and Costs
• Transaction Fee Analysis: Statistics on Gas fee expenditures on chains like Ethereum, BSC, Polygon, etc., and finding optimization strategies.
• Cost Control: Analyzing trading habits, looking for ways to reduce fees or optimize profits.

5. Risk Monitoring
• Suspicious Transaction Detection: Identifying any abnormal transactions, such as high-frequency trading, associated scam addresses, etc.
• Smart Contract Interaction: Analyzing interactions with high-risk DApps or smart contracts to prevent fund losses.
• Wallet Security Check: Monitoring for any unexpected authorizations or fund loss situations.

6. Advanced Analysis
• DeFi Interaction Analysis: Analyzing whether the wallet participates in liquidity mining, lending, yield aggregation, and other DeFi activities.
• NFT Investment Analysis: Tracking NFT transaction records, analyzing the appreciation or depreciation of NFT assets.
• Social Trading: Comparing wallet trading patterns with those of well-known traders (whales) or robot trading patterns.

#市场情绪观察 Market sentiment analysis is crucial in cryptocurrency trading because market sentiment often reflects price trends in advance. The following are key indicators and methods for observing market sentiment:

1. Social media and news sentiment

(1) Social media discussion volume
• The discussion volume on Twitter, Reddit, and Telegram can reflect market attention.
• For example: If the Twitter discussion volume of Bitcoin suddenly surges, it usually means that market sentiment is fluctuating and may indicate short-term price changes.

(2) Keyword sentiment analysis
• Track the proportion of discussions related to "bullish" or "bearish".
• Monitor the frequency of keywords such as FOMO (fear of missing out) and FUD (fear, uncertainty, doubt).
• Tools such as Santiment, LunarCrush, and The Tie can be used for sentiment analysis.

(3) News media coverage
• Mainstream media vs. crypto media: When mainstream media (such as Bloomberg, CNBC) report crypto news, it often means that market sentiment has reached an extreme state (such as the peak of the bull market in 2021).
• Regulatory news: Any news related to regulation and policy will directly affect market sentiment.

2. Fund flows

(1) Exchange inflows/outflows
• Large amounts of funds flowing into exchanges ➝ may be an increase in selling pressure, a bearish signal.
• Large amounts of funds flowing out of exchanges ➝ may be a hoarding behavior, a bullish signal.

(2) Whale transactions
• Whale accumulation: Whale wallets increase their holdings, usually indicating bullish market sentiment.
• Whale dumping: Whales transfer large amounts to exchanges, usually indicating that the market may fall.

#代币流动信号 Token Flow Signals are typically used to analyze the flow of funds in the cryptocurrency market, helping traders identify market trends, potential price movements, and trading opportunities. Here are some key token flow signal indicators:

1. Exchange Inflow/Outflow
• Exchange Inflow: When a large amount of tokens flows into an exchange, it may indicate that investors are preparing to sell, which could be a signal of selling pressure.
• Exchange Outflow: If a large amount of tokens is transferred from the exchange to private wallets or cold wallets, it may suggest that investors are accumulating, usually a bullish signal.

2. Whale Activity
• Whale Transfers: If a large number of tokens are transferred, especially involving whale wallets (wallets holding a large amount of tokens), it may foreshadow increased market volatility.
• Whale Accumulation: If whale accounts are continuously buying tokens, it may indicate that prices will rise.
• Whale Dumping: If whales deposit a large number of tokens into exchanges, it may mean they are about to sell off, leading to a market decline.

3. Holder Distribution
• Long-term vs. Short-term Holders: If long-term holders (wallets holding for more than 1 year) increase, it indicates strong market confidence; if short-term holders (wallets that bought recently) rapidly increase, it may suggest the market is in a speculative phase.
• Active Addresses: An increase in active addresses per day usually indicates rising market activity, which may drive prices up.

4. DeFi Fund Flow
• Total Value Locked (TVL): If the TVL in DeFi protocols rises, it indicates increased market confidence in decentralized finance, potentially leading to price growth.
• Staking and Liquidity Provision: If more and more tokens are staked in DeFi protocols, liquidity decreases, which may push prices up.

The number of active users (12,638,613,542) is one of the key indicators for assessing the health and potential of blockchain projects. For Virtuals Protocol (VIRTUAL), changes in the number of active users have a significant impact on its token price.

Impact of Active User Count on VIRTUAL Price
1. Correlation between User Growth and Price Increase:
• Data shows that the number of daily active addresses for Virtuals Protocol has significantly increased, indicating a continuous rise in network participation and adoption. This trend often signals increased market interest in the project, which may lead to a rise in token prices.
2. Role of Social Dominance:
• The social dominance of Virtuals Protocol shows a clear positive correlation with the number of monthly active addresses. When discussions about the project increase on social media, the number of active addresses also rises, reflecting enhanced community interest, thus positively impacting the token price.
3. Impact of Whale Activity:
• Recently, there have been large investments by crypto whales in Virtuals Protocol. For example, a case where a whale made a profit of $11.5 million within 19 days demonstrates that the participation of large investors boosts market confidence, potentially driving more user participation and further promoting token price increases.

Current Overview of VIRTUAL Price

As of now, the price of Virtuals Protocol (VIRTUAL) is $1.24, with a daily high of $1.32 and a low of $1.11.

Conclusion

An increase in the number of active users usually indicates healthy development of the project and an enhancement of market recognition, playing a positive role in token prices. However, investors should consider other market factors comprehensively, such as overall market trends, project technical advancements, and macroeconomic conditions, to make well-rounded investment decisions.

#价格趋势分析 As of now, the price of Virtuals Protocol (VIRTUAL) is $1.24, with a daily high of $1.32 and a low of $1.11.

In the past 24 hours, the price of VIRTUAL has increased by about 3.14%, but has fallen by about 17.28% in the past 7 days. Since last year, the price of VIRTUAL has increased by about 1,780.17%, with a high of $4.61 and a low of $0.022. 

Recently, VIRTUAL announced its expansion to the Solana chain, but the market performance on the first day was poor, with an AI Agent graduation rate of only 8.3% and low market participation. 

Overall, the price of VIRTUAL has fluctuated recently. Investors should pay close attention to market dynamics and project progress, and formulate a reasonable investment strategy based on their own risk tolerance.

#链上数据洞察 On-chain data refers to all data recorded on the blockchain, including transaction information, smart contract interactions, token transfers, etc. Due to the openness, transparency and immutability of the blockchain, on-chain data provides investors, analysts and researchers with valuable resources to gain in-depth insights into the blockchain ecosystem and market dynamics.

Importance of on-chain data

By analyzing on-chain data, you can:

• Monitor market sentiment: observe capital flows, transaction volumes and the number of active addresses to determine market trends.

• Identify potential risks: discover abnormal large transfers or contract activities, and warn of possible security incidents.

• Optimize investment strategies: make more scientific trading and investment decisions based on data analysis.

Commonly used on-chain data analysis tools

The following are some mainstream on-chain data analysis tools:

• Glassnode: Provides on-chain indicators and market insights for multiple cryptocurrencies to help users understand market dynamics. 

• Hemera: Supports multi-chain data aggregation analysis to help users gain in-depth insights into transaction paths and capital flows on the blockchain. 
• JDB: A data analysis tool based on the EVM chain, supporting BSC and Ethereum blockchains, helping investors screen on-chain data insights that are conducive to decision-making. 

Real-time case analysis

Recently, on-chain data analysis showed that a cryptocurrency whale purchased VIRTUAL tokens again after experiencing a major loss. The whale address invested 419 ETH (about 1.14 million US dollars) and purchased about 1.049 million VIRTUAL tokens at an average price of 1.09 US dollars. Previously, the address had bought 5.038 million VIRTUAL at an average price of 2.76 US dollars, and then sold it at 1.76 US dollars, resulting in a loss of about 5.02 million US dollars.

As of now, the price of VIRTUAL is 1.24 US dollars, with a daily high of 1.32 US dollars and a low of 1.11 US dollars. This shows that the whale chose to re-enter the market after the price fell, and may be optimistic about the future performance of VIRTUAL.

#鲸鱼再次买入VIRTUAL Recently, a cryptocurrency whale bought VIRTUAL tokens again after experiencing a major loss. According to on-chain analyst EmberCN, the whale's address invested 419 ETH (about $1.14 million) and purchased about 1.049 million VIRTUAL tokens at an average price of $1.09. It is worth noting that the address had previously bought 5.038 million VIRTUAL at an average price of $2.76, and then sold it at $1.76, resulting in a loss of about $5.02 million.

As of now, the price of VIRTUAL is $1.24, with a daily high of $1.32 and a low of $1.11. This shows that the whale chose to re-enter the market after the price fell, and may be optimistic about the future performance of VIRTUAL.

However, investors should be cautious about such information. The operations of whales may be based on their unique investment strategies and risk tolerance, and may not be suitable for all investors. Before making an investment decision, it is recommended to fully study market dynamics and your own financial situation.

#Gas费影响 in cryptocurrency trading, **Gas Fees (transaction fees)** have a significant impact on traders and automated trading bots (such as Freqtrade) in the following ways:

1. Increased Trading Costs
• Each transaction requires payment of Gas Fees, which affects profits, especially when trading volumes are small.
• On ETH and other EVM-compatible chains (like BSC, Polygon), Gas Fees can skyrocket during network congestion, leading to high trading costs.

2. Impact on Transaction Execution Speed
• High Gas Fees represent faster transaction confirmation speeds, suitable for high-frequency trading (HFT).
• Low Gas Fees may cause transactions to get stuck in pending status, affecting the execution efficiency of automated trading strategies.

3. Limitations on Short-Term Trading Strategies
• Frequent trading (such as grid trading, momentum trading) may become unprofitable due to high Gas Fees.
• Some trading bots calculate profit and loss (PnL) after deducting Gas Fees to decide whether to execute trades.

4. Exchange Selection
• Centralized exchanges (CEX) like Binance, OKX usually do not have Gas Fees (but do have trading fees).
• Decentralized exchanges (DEX) rely on blockchain Gas Fees, such as Uniswap, PancakeSwap, resulting in higher trading costs.

5. Impact of Layer 2 and Alternative Public Chains
• Layer 2 (such as Arbitrum, Optimism) can reduce Gas Fees but may affect trading liquidity.
• Other public chains (like Solana, Avalanche) have lower Gas Fees, but market depth may be lower compared to mainstream chains.

6. Dynamic Management of Gas Fees
• Predicting Gas Fee changes: Use Gas fee monitoring tools (like Etherscan Gas Tracker) to adjust trading times.
• Dynamic Gas settings: Freqtrade can integrate Gas fee monitoring APIs to ensure reasonable Gas Fees during trading.

7. Optimization of Automated Trading
• Batch Transactions: Combine multiple transactions to reduce Gas Fees.
• Flash Loans: No need to prepay Gas Fees, but repayment must occur within one block.
• MEV (Maximum Extractable Value): Utilize Gas Fee bidding to capture arbitrage opportunities, but may also face front-running.

The price prediction table for Ethereum in 2025 indicates that the average price may range between $1,825.03 on the low end and $4,760.28 on the high end. Compared to today's average price, if ETH reaches the projected target price, Ethereum could grow by 74.13% before 2025.

As of February 19, 2025, the FTX exchange has officially launched the user compensation program. The first round of compensation took place on February 18, primarily targeting creditors with claims not exceeding $50,000, with a compensation ratio of approximately 119%, totaling around $1.2 billion. It is expected that 98% of creditors will receive a compensation ratio between 118% and 143%.

The next round of compensation is scheduled to begin on May 30, 2025, applicable to holders of Class 5 customer equity claims and Class 6 general unsecured claims. Creditors must confirm their claim eligibility by April 11, 2025.

It is worth noting that the compensation amount is calculated based on the account balances at the time of FTX's bankruptcy in November 2022. Given that the cryptocurrency market has experienced significant increases since then, some creditors may feel that the actual compensation amount does not reflect the current market value.

Additionally, FTX founder Sam Bankman-Fried has been sentenced to 25 years in prison for fraud and other charges.

#以太坊现货ETF连续净流入 Recently, Ethereum spot exchange-traded funds (ETFs) have continued to attract capital inflows, indicating that investors' interest and confidence in Ethereum has increased. The following are recent capital inflows:
• February 4: Ethereum spot ETFs had a total net inflow of approximately US$308 million, recording net inflows for four consecutive days. 
• February 5: Net inflow of approximately US$18.1052 million.
• February 6: Net inflow of approximately US$10.6519 million. 
• February 7: Capital inflows remained flat, with net inflows/outflows of 0. 
• As of February 9: This week, the net inflow of US Ethereum spot ETFs has exceeded US$400 million. 

As of now, the total net asset value of Ethereum spot ETFs is approximately US$9.88 billion, accounting for 3.17% of Ethereum's total market value, and the historical cumulative net inflow has reached US$3.179 billion. 

These data reflect investors' continued attention and confidence in Ethereum. However, market conditions are volatile and investors should remain cautious and pay close attention to market developments.

#币安上线BERA BNB airdrop of 4.6 coins, sold in the first hour after going online on Binance, for 9 dollars! Forgot it, don't care, it has dropped. I had eight BNB staked just for this effortless profit! Although it has been dropping badly recently! Taking advantage of the cheap prices, I could actually buy a few more BNB, and reach a total of 25 coins for VIP. BnB will eventually return to 700 😊

$BTC As of February 6, 2025, the price of Bitcoin (BTC) was approximately US$98,976. It reached a high of US$99,167 and a low of US$96,148 on the same day.

Recently, the price of Bitcoin has been volatile. After reaching a high of $106,459.9 on January 31, it began to correct, falling to a low of $91,051.4 on February 3 and subsequently rebounded to its current level. In terms of technical indicators, the MACD on the daily chart shows that the downward momentum has increased, and the trend line continues to rise to $98,700. The Bollinger Bands are shrinking and moving sideways, with the upper track at $102,000 and the lower track near $95,000. 

Technical analysis shows that Bitcoin is currently in a consolidation phase, with short-term support between $97,000 and $98,000 and resistance around $100,135. If the price can break through and hold the above resistance level, it may open up further upside space. 

Overall, Bitcoin's recent trend is weak, and investors should pay close attention to changes in key support and resistance levels and operate with caution.

MicroStrategy recently advanced its Bitcoin strategy through various financing means. The company raised approximately $584 million by issuing preferred shares and plans to raise a total of $42 billion over the next three years to purchase Bitcoin. As of now, MicroStrategy holds about 471,107 Bitcoins, with an average purchase cost of $64,511 per Bitcoin. Additionally, the company has renamed itself to 'Strategy' to reflect its focus on the fields of Bitcoin and artificial intelligence. Despite reporting losses in the fourth quarter, the company's investment strategy in Bitcoin continues to move forward.

$BTC On February 3, 2025, the cryptocurrency market experienced a violent shock known as the "cryptocurrency massacre." The price of Bitcoin (BTC) fell below $100,000 at one point, hitting a low of $91,130, a single-day drop of 6.83%. Ethereum (ETH) plummeted 25%, hitting a near one-year low of $2,080.19. 

The sharp drop caused more than 700,000 people across the network to have their positions liquidated, with a total liquidation amount of up to US$2.21 billion, of which long positions reached US$1.87 billion and short positions reached US$340 million. 

Analysis of the main reasons:
1. US tariff policy: US President Trump announced a 25% tariff on imports from Canada and Mexico, and a 10% tariff on Chinese goods. The market is worried that this will intensify global trade tensions, push up inflation, and in turn affect the cryptocurrency market. 
2. Macroeconomic uncertainty: Global trade tensions have raised investors’ concerns about an economic recession, with funds withdrawing from risky assets and the cryptocurrency market taking a hit. 

Despite the wild market swings, experts advise investors to remain calm and avoid panic selling, stressing the importance of a long-term investment perspective. 

#比特币国家战略储备
In recent years, the concept of Bitcoin as a national strategic reserve asset has garnered widespread attention. Some countries have begun to incorporate Bitcoin into their official reserves to enhance financial stability and address economic uncertainty.

Movements in the United States:

In July 2024, then-President Trump pledged to designate Bitcoin as a strategic reserve asset for the United States at the Bitcoin conference. Subsequently, Wyoming Senator Cynthia Lummis proposed the 'Strategic Bitcoin Reserve Act,' suggesting the sale of a portion of the Federal Reserve's gold reserves to purchase 1 million Bitcoins without increasing the government deficit, thereby establishing a 'Strategic Bitcoin Reserve.' Additionally, the U.S. Senate Banking Committee has established a Digital Assets Committee, focusing on legislation including the Strategic Bitcoin Reserve.

Practices in Other Countries:

El Salvador is the first country to adopt Bitcoin as legal tender, currently holding approximately 6,010 Bitcoins, valued at around $612 million. Bhutan also holds over 11,000 Bitcoins through its state investment agency, primarily sourced from mining activities.

Global Reserve Overview:

As of now, the total amount of Bitcoin held by governments around the world exceeds 510,000. Among them, the United States and China lead the way, holding approximately 198,109 and 190,000 Bitcoins, respectively. Other countries such as the United Kingdom, Ukraine, Bhutan, and El Salvador also hold Bitcoin in their strategic reserves.

Expert Opinions:

Some experts believe that incorporating Bitcoin into national strategic reserves can help diversify investment risks and enhance the resilience of the financial system. However, there are also views suggesting that the high volatility of Bitcoin may pose challenges to national economic stability. Therefore, countries considering incorporating Bitcoin into their strategic reserves need to comprehensively assess its potential risks and benefits.

In general, with the rise of digital assets, discussions about Bitcoin as a national strategic reserve are increasing. Governments are exploring the possibility of including Bitcoin in their official reserves while evaluating its potential advantages and risks.

$BTC Glodon February 1st | At the end of New York trading on Friday (January 31st), the main contract of CME Bitcoin futures BTC was quoted at $103,000, down 2.45% from the end of New York trading on Thursday, and up 7.71% in January. The trading range is US$90,195-111,000. In January, spot Bitcoin rose by about 9% in total. After falling to $89,329.19 on January 13, it rebounded and reached $109,000 on January 20. The main contract of CME Ethereum futures DCR was quoted at US$3,346.00, up 5.67% from Thursday and down 1.92% in January.