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Quick Facts:

• The RBA’s hawkish stance creates a high-rate environment that forces investors to prioritize utility and security over speculative assets.
• ‘Harvest Now, Decrypt Later’ threats are driving capital toward infrastructure that can withstand future quantum computing attacks.
• The shift from legacy encryption to quantum-proof standards represents a critical infrastructure upgrade for the entire blockchain industry.
• BMIC ($BMIC) offers a post-quantum financial stack that eliminates public key exposure risks.

The Reserve Bank of Australia (RBA) has solidified its position as a global hawkish outlier by raising the cash rate by 25 basis points to 3.85%. This decision marks the first increase since 2023, driven by heightened concerns over a resurgence in inflation and a consistently tight labor market.

While peers like the Federal Reserve and European Central Bank explored easing cycles earlier in the year, the RBA’s latest move signals a ‘higher for longer’ regime, with market pricing now implying two additional hikes may follow before the end of 2026.

Global Market Divergence and Capital Flight

This domestic tightening arrives amidst significant global volatility. While the RBA pivots toward further restrictions, other major economies present a mixed bag of resilience and risk:

• Central bank disparity: The ECB held its deposit rate at 2.00% as eurozone inflation dipped to 1.7%, while the Bank of England maintained rates at 3.75% despite downward growth revisions.
• Equity market turmoil: US software stocks faced a brutal 7.5% weekly decline due to fears of AI disruption from next-gen agents like Claude Cowork, dragging the Nasdaq 100 down by 1.9%.
• Asian retreat: The Hang Seng Index retreated 3.0% as investors reassessed stretched valuations in the chipmaking and tech sectors.

This mixed bag makes investors want security. As legacy cryptographic standards show fragility under macro stress, sophisticated investors are rotating toward infrastructure plays that address systemic security threats. The thesis is moving rapidly from raw accumulation to asset preservation, highlighting the value of protocols like BMIC ($BMIC) and its quantum-secure financial stack as a sanctuary for smart money seeking technological utility over pure speculation.

Hawkish Policy Drives Demand For Quantum-Proof Infrastructure

Connecting Australian interest rates to quantum security might sound like a stretch (at first glance), but the logic is rooted in cold, hard risk management. When central banks tighten the screws, the margin for error in investment portfolios vanishes. Institutional and enterprise-grade investors begin to price in ‘tail risks,’ those low-probability, high-impact nightmares that could wipe out value instantly.

Right now, the biggest unpriced risk in the market is the ‘Harvest Now, Decrypt Later’ threat. State actors and malicious entities are vacuuming up encrypted blockchain data today, just waiting for quantum computers to mature enough to break the standard elliptic curve cryptography (ECC) protecting nearly every wallet. The RBA’s restrictive policy forces capital efficiency; there is simply no room for assets that could become obsolete or vulnerable within the decade. It’s this that makes $BMIC one of the best crypto to watch. 

BMIC tackles this head-on. It deploys the only platform offering wallet, staking, and payments protected by post-quantum cryptography. Unlike legacy wallets that rely on key generation that could eventually be cracked, BMIC uses zero public-key exposure and AI-enhanced threat detection.

For investors navigating a tightening macro environment, this represents an infrastructure hedge. It suggests that while market volatility fluctuates with rate announcements, the fundamental need for a Quantum Meta-Cloud that secures digital sovereignty is interest-rate agnostic. Plus, the project’s use of ERC-4337 Smart Accounts cements this utility, allowing for a user experience that bridges the gap between complex security protocols and everyday usability.

EXPLORE THE BMIC SECURITY PACKAGE

Smart Money Rotation Visible In $433k Presale Data

While broader market sentiment remains jittery due to macro headwinds, capital flows into the BMIC ecosystem tell a different story. According to live commercial data, the project has successfully raised $444K, with the token currently priced at $0.049474.

This capital injection during a liquidity crunch is significant. It suggests investors are distinguishing between speculative vaporware and necessary infrastructure. The presale metrics indicate early positioning before the ‘quantum threat’ narrative hits the mainstream financial news cycle.

The tokenomics structure supports this long-term view: $BMIC isn’t just a speculative vehicle; it serves as ecosystem fuel for the Quantum Meta-Cloud, offering utility in governance and ‘burn-to-compute’ mechanics.

Pricing at roughly five cents represents a specific entry point for those betting on the inevitable migration from legacy encryption to quantum-resistant standards. Just as the internet migrated from HTTP to HTTPS to secure data, the blockchain is poised for a migration to post-quantum standards. The amount raised implies that a cohort of forward-thinking investors is already locking in their stake in this transition.

By solving the problem of public key exposure, BMIC is positioning itself as the ‘https’ moment for Web3, offering a value proposition that remains compelling whether the RBA hikes or cuts rates in the coming quarter.

CHECK OUT THE $BMIC PRESALE

The content provided in this article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments are volatile and high-risk. Always conduct your own due diligence before investing.

Arthur Hayes is turning a long-running debate about Hyperliquid into a price-denominated wager, staking $100,000 that HYPE will beat every altcoin with a $1 billion-plus market cap over a defined window.

“Since HYPE is bad Kyle Samani let’s make a bet,” Hayes wrote on X. “I bet that from 00:00 UTC 10 Feb 2026 to 00:00 UTC 31 July 2026 $HYPE will out perform any shitcoin >$1bn mcap on coingecko in USD terms. You choose your champion. Loser donates $100k to a charity of the winner’s choice.”

Hayes’ post landed in the wake of a pointed takedown from Multicoin Capital co-founder Kyle Samani, who called Hyperliquid “in most respects everything wrong with crypto,” while listing objections “Founder literally fled his home country to build, openly facilitates crime and terror, closed source, permissioned.”

Since $HYPE is bad @KyleSamani let’s make a bet.

I bet that from 00:00 UTC 10 Feb 2026 to 00:00 UTC 31 July 2026 $HYPE will out perform any shitcoin >$1bn mcap on coingecko in USD terms. You choose your champion.

Loser donates $100k to a charity of the winner’s choice. https://t.co/9n3TjxiRPk

— Arthur Hayes (@CryptoHayes) February 8, 2026

Why Hyperliquid Could Be Superior

The sparring unfolded alongside a separate thread of bullish commentary on Hyperliquid’s push into non-crypto derivatives via HIP-3, a product line that has begun listing equity and commodity perpetuals. Blockworks analyst Shaunda Devens, whose research was shared by Jon Charbonneau, argued that HIP-3 is already pulling meaningful activity outside pure crypto flow.

In devens’ analysis of HIP-3 silver perpetuals versus CME/COMEX Micro Silver futures, Hyperliquid is framed less as a meme-driven venue and more as an attempt to build an always-on, order-driven derivatives market for traditional underlyings. The report notes that “TradFi instruments now [account for] 31% of venue volume” with “daily notional above $5B,” positioning the silver contract as a stress test of whether those markets can hold up when the underlying is moving fast.

“Pre-crash, Hyperliquid was competitive at top-of-book for the sizes that dominate perp flow,” the report said, citing a 2.4 bps median spread versus 3 bps on COMEX, and “median slippage was 0.5 bps from the benchmark.” But it also emphasized the capacity gap: roughly “~$230k within ±5 bps on Hyperliquid vs. ~$13M on COMEX,” a difference that matters as clip sizes rise.

That trade-off sharpened during a violent silver selloff, when the report says both venues degraded but Hyperliquid developed a heavier execution tail. It cites a brief dislocation of more than 400 bps versus the benchmark before mean reversion via funding, and notes that “1% of Hyperliquid trades printed >50 bps from mid, vs. none on COMEX.”

Hayes’ wager effectively reframes the dispute: not whether Hyperliquid is philosophically “good” or “bad,” but whether its growth narrative, especially around 24/7 access to non-crypto risk, translates into token outperformance relative to large-cap peers.

If the next six months validate the thesis embedded in HIP-3: tight execution for retail-weighted flow, continuous trading when legacy venues are closed, and a path to less cycle-sensitive revenue, HYPE’s relative performance becomes a simple scoreboard. If not, the bet offers a high-visibility way for critics to test whether the market is pricing substance or momentum.

At press time, HYPE traded at $32.275.

Quick Facts:

• The real threat to Bitcoin isn’t quantum computing; it’s the urgent need for scalable execution layers to preserve economic integrity.
• Bitcoin Hyper ($HYPER) bridges the gap by bringing Solana’s execution speed to Bitcoin, enabling high-frequency DeFi and gaming on the world’s most secure chain.
• Immediate staking APY and a developer-friendly Rust environment position the protocol to capture liquidity from both Bitcoin holders and Solana developers.

Institutional analysis of Bitcoin’s long-term security architecture has moved on. It is no longer just about hash rates; the conversation has shifted to complex threat modeling. While ‘quantum risk,’ the theoretical point where supercomputers could crack encryption, dominates headlines, recent findings from digital asset manager CoinShares suggest the immediate danger isn’t code-breaking.

A new report by Bitcoin research lead Christopher Bendiksen clarifies that breaking Bitcoin’s cryptography would require quantum systems roughly 100K times more powerful than today’s hardware, estimating that only about 10,200 $BTC in legacy addresses face a real threat of market disruption. Instead of a cryptographic crisis, the more pressing foreseeable engineering challenge is network congestion.

The Bitcoin network must evolve without compromising its settlement layer. As transaction volumes surge, the ‘quantum’ leap required isn’t cryptographic; it’s throughput. The market is increasingly pricing in a reality where Layer 1 remains the immutable bedrock, while execution moves to high-speed layers.

CoinShares’ research cautions against aggressive interventions like burning vulnerable coins, arguing that Bitcoin ‘can adopt post-quantum signatures’ and continue evolving defensively. This structural necessity is driving capital toward infrastructure that can handle millions of transactions without clogging the main chain or undermining core property rights.

Enter Bitcoin Hyper ($HYPER). The project has emerged within this high-stakes environment not merely as a token, but as a structural hedge against network obsolescence. By integrating the speed of the Solana Virtual Machine (SVM) directly with Bitcoin’s settlement guarantees, it tackles the core institutional concern: scaling utility without breaking the bank.

SVM Integration Solves the ‘Velocity Gap’

The driver here is Bitcoin Hyper’s integration of the Solana Virtual Machine (SVM) as a Bitcoin Layer 2. That matters. It bridges the ecosystem’s single largest gap: the disparity between Bitcoin’s liquidity and Solana’s execution speed. Bitcoin provides the gold standard for settlement, but its lack of native smart contract capabilities has historically forced liquidity to bridge out to Ethereum or Solana, fragmenting security in the process.

Bitcoin Hyper keeps that value in orbit. Using a decentralized canonical bridge (and a single trusted sequencer with periodic L1 state anchoring), the network delivers sub-second finality while inheriting the security properties of the Bitcoin base layer. This isn’t just a technical upgrade; it’s an economic unlock.

Developers can now build high-frequency trading applications, Rust-based gaming dApps, and complex DeFi protocols on Bitcoin that were previously impossible due to block time constraints.

The market implications are stark. Historically, ‘Bitcoin L2’ meant payment channels like Lightning. The introduction of full programmability via SVM changes the competitive landscape. It suggests the future of DeFi isn’t an ‘$ETH killer’ L1, but rather a ‘$BTC enabler’ L2. For developers, the availability of an SDK and API in Rust lowers the barrier to entry, allowing existing Solana builders to deploy on Bitcoin instantly.

EXPLORE THE $HYPER ECOSYSTEM

Whales Accumulate $31M as Smart Money Positions for L2 Summer

Capital flows surrounding Bitcoin Hyper indicate smart money is front-running a broader rotation into Bitcoin application layers. $HYPER has already rasied over $31M, a figure that significantly outpaces typical seed rounds for comparable infrastructure plays. With the token currently priced at $0.0136753, the valuation suggests early investors are betting on a repricing event once the mainnet stabilizes.

On-chain analysis reveals specific high-value accumulation patterns that often precede wider retail attention. Etherscan data shows multiple whale purchases in the six figure mark, the largest being $500K. This type of concentration usually implies institutional or syndicate positioning rather than scattered retail ‘FOMO.’

Plus, the incentive structure is designed to lock in long-term liquidity. The protocol offers high APY for immediate staking after the Token Generation Event (TGE), combined with a modest 7-day vesting period for presale stakers. That short vesting window is unusual, it suggests the team is confident in immediate utility demand rather than relying on artificial lock-ups to prop up the price.

GET YOUR $HYPER ON THE OFFICIAL PRESALE WEBPAGE

The information provided in this article is for educational purposes only and does not constitute financial advice. Cryptocurrency investments, including presales and Layer 2 tokens, carry inherent high risks and volatility. Always conduct your own due diligence before making investment decisions.

Quick Facts:

• Jack Dorsey’s restructuring of Block Inc. signals a broader market shift toward operational efficiency and profitability over unchecked growth.
• The tightening of legacy fintech and social platforms is driving creators toward decentralized alternatives that offer better revenue splits and autonomy.
• SUBBD Token leverages proprietary AI tools and Ethereum-based smart contracts to automate creator workflows and reduce platform fees.
• Early investment flows indicate strong demand for Web3 protocols that solve real-world inefficiencies in the $85B creator economy.

The recent strategic restructuring at Block Inc., led by Jack Dorsey, marks a definitive shift in the fintech landscape. We are seeing a hard pivot from aggressive expansion to rigorous operational discipline.

By executing targeted layoffs, reportedly affecting up to 10% of its roughly 11,000 staff during annual performance reviews this February, the parent company of Square and Cash App is signaling that the era of ‘growth at all costs’ has formally concluded. According to a report from Bloomberg over the weekend.

This move, which follows the March 2025 elimination of 931 roles, is part of a broader overhaul intended to better integrate Cash App with Square, while the company is also investing in its internal AI productivity tool, Goose.

This isn’t merely a cost-cutting exercise; it’s a recalibration of resources designed to improve margins and focus on high-conviction bets like Bitcoin hardware and the self-custody wallet, Bitkey.

For the broader market, this move suggests efficiency is the new alpha. Investors are increasingly rewarding companies that demonstrate lean operations and clear paths to profitability rather than bloated headcount metrics, a sentiment reflected in the 5% jump in Block’s shares following the report. However, a second-order effect is rippling through the digital economy.

As centralized giants tighten their belts, the creators and merchants who rely on these platforms are realizing the fragility of their dependence on legacy tech stacks. When major platforms restructure, user fees often stagnate (or rise) while support services dwindle.

This corporate austerity is inadvertently accelerating the migration toward decentralized solutions where efficiency isn’t just a corporate mandate, but a user benefit. The friction between platform profitability and creator earnings is creating a vacuum for Web3 alternatives that use automation to lower costs. Emerging protocols are now using artificial intelligence to offer the same operational efficiency Dorsey seeks for Block, but democratized for individual creators.

Leading this charge is SUBBD Token ($SUBBD), a project merging AI utility with blockchain transparency to disrupt the $85B content creation industry.

Decentralized AI Tools Offer Creators Sovereign Efficiency

While legacy fintech firms like Block streamline their internal operations, the SUBBD Token ecosystem is deploying technology to streamline the external workflow of content creators. The core value proposition here addresses a critical inefficiency in the current market: the extractive nature of Web2 platforms. These giants can take up to 70% of a creator’s revenue while offering limited tools for growth.

SUBBD utilizes an Ethereum-based architecture to remove these intermediaries, but its primary differentiator lies in its integration of proprietary AI models.

The platform functions as a comprehensive operational suite. Features like the AI Personal Assistant automate routine interactions, while AI Voice Cloning and AI Influencer Creation tools allow creators to scale their output without expanding their overhead, effectively mirroring the ‘do more with less’ philosophy currently sweeping Silicon Valley.

By automating content generation and fan engagement, SUBBD allows creators to maintain high-volume output without the burnout associated with the traditional influencer treadmill. Plus, the platform’s governance model (HoneyHive) ensures that protocol upgrades are dictated by token holders rather than a centralized board seeking to cut costs at the expense of user experience.

FIND OUT MORE ABOUT SUBBD TOKEN

SUBBD Presale Momentum Highlights Demand For Web3 Monetization

The market’s appetite for efficient, AI-driven infrastructure is evident in the early capital flows into the SUBBD Token presale. $SUBBD has successfully raised over $1.4M, signaling strong conviction from retail and early-stage investors. With tokens currently priced at $0.057495, the entry point reflects a valuation that anticipates significant growth as the platform rolls out its beta features.

This capital injection suggests that smart money is looking for exposure to the intersection of two high-growth narratives: the maturation of the creator economy and the utility of generative AI.

Beyond the immediate price action, the project’s staking mechanics offer a clear incentive structure designed to reduce sell pressure and reward long-term alignment. Investors can lock tokens to earn a fixed 20% APY in the first year, a yield that significantly outpaces traditional dividend stocks or savings rates.

This staking model also unlocks utility benefits, including access to exclusive livestreams and ‘behind the scenes’ drops, effectively gamifying the holding process. As Ethereum (ERC-20) compatible assets continue to dominate the DeFi landscape, SUBBD’s seamless integration into the broader EVM ecosystem ensures liquidity and accessibility, positioning it as a serious contender against legacy subscription models.

Get your $SUBBD on the official presale site

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments carry inherent risks, including high volatility and potential loss of capital.

Quick Facts:

• Bitcoin’s rebound near $71K acts as a stabilizer, reducing volatility and encouraging capital rotation into higher-risk, higher-reward assets.
• The shift in market sentiment favors projects that combine viral meme culture with tangible utility, such as trading competitions and dynamic staking rewards.
• Maxi Doge ($MAXI) is the ‘never skip a leg day’ gym-bro seeking the high-risk high-reward plays.

Bitcoin’s recent price action offers a masterclass in market psychology. After a shaky period, it rebounded to consolidate firmly near $71K. While casual observers might see a simple recovery, veteran analysts see something else: a specific technical structure forming. This recovery saw Bitcoin gain 2.41% over a 24-hour period to trade around $70.8K on February 9, 2026.

It’s a high-time-frame floor that typically precedes a major capital rotation event; however, some analysts warn that if historical patterns repeat, a test of the long-term holder realized price near $40.3K could theoretically forecast a deeper bottom toward $34.5K. The significance of Bitcoin reclaiming the $71K zone matters less for the number itself than for what it unlocks. It signals a stabilization of volatility that historically flashes the ‘risk-on’ green light for the broader ecosystem.

When the market leader establishes a defensive line, volatility dampens. The cost of capital effectively drops for retail traders. This stability allows the market to transition from ‘fear of liquidation’ to a hungry ‘search for yield.’ Current on-chain data suggests that while Bitcoin absorbs sell pressure at this key resistance-turned-support, smart money is already positioning itself further out on the risk curve.

But here’s the twist: the rotation isn’t going into legacy altcoins this cycle. Instead, it’s flowing toward assets, capturing the specific cultural zeitgeist of high-leverage trading and aggressive growth.

That dynamic creates a perfect storm for “beta” assets, tokens that amplify Bitcoin’s movements. This search for high-octane performance has led liquidity directly toward the emerging ‘leverage king’ culture of Maxi Doge ($MAXI), which has recently surged past the $4.5M milestone in its presale by catering to the high-risk appetite of traders looking for ‘1000x leverage energy’ through gamified staking and trading competitions.

Smart Money Bets on the ‘Leverage King’ Culture

Crypto markets have always favored narratives that mirror the psychological state of participants. In a cycle defined by aggressive positioning and the hunt for outsized returns, Maxi Doge has emerged as the avatar for the ‘1000x mentality.’

Unlike traditional meme coins relying on cute aesthetics, Maxi Doge taps into the gym bro trading culture. Think of it as a 240-lb canine juggernaut representing the heavy lifting required to survive a bull market. The project’s tagline, ‘Never skip leg-day, never skip a pump,’ isn’t just humor. It’s a rallying cry for retail traders feeling priced out of blue-chip assets and seeking the volatility needed to change their financial standing.

This isn’t just narrative fluff; it’s backed by significant on-chain flows. Smart money is moving with whale buys around $314K.

The project sets itself apart through “Holder-Only Trading Competitions.” It attempts to solve the retail problem of lacking capital by gamifying the experience with leaderboard rewards. By integrating viral humor with actual competitive utility, the project captures the two most potent drivers of crypto volume: the desire for entertainment and the hunger for ROI.

START SEEING THE GAINS WITH $MAXI

Presale Momentum and Dynamic Staking Rewards

While Bitcoin stabilizes the macro environment, the microeconomics of Maxi Doge are driving rapid presale adoption. The project has successfully raised over $4.5M, a signal of robust demand even before public listing. With tokens currently priced at $0.0002803, early participants are positioning themselves before the wider market catches wind of the ‘Leverage King.’ When it does catch on, we see it becoming one of the top trending crypto.

The valuation model is intriguing, too. Rather than launching with a bloated fully diluted valuation (FDV), the pricing structure seems designed to leave room for the type of parabolic discovery often seen in meme assets post-launch.

Addressing the common issue of meme coin velocity (where tokens are dumped immediately after a pump), the team implemented a robust staking mechanism. Maxi Doge employs a dynamic APY system (with current rewards of 68%), featuring planned daily automatic smart contract distributions from a 5% staking allocation pool. This encourages a ‘lift and hold’ behavior, effectively locking supply while rewarding those with the highest conviction.

Plus, the ecosystem is supported by the ‘Maxi Fund’ treasury, designed to provide liquidity and fund partnerships (including potential integrations with futures platforms). This creates a feedback loop: as the treasury grows, so does the project’s ability to market itself and sustain liquidity. That reduces the ‘rug risk’ often associated with lower-cap assets.

FIND OUT MORE ABOUT $MAXI ON ITS OFFICIAL PRESALE PAGE

The information provided in this article does not constitute investment advice, financial advice, trading advice, or any other sort of advice. You should not treat any of the article’s content as such. Crypto assets are volatile and high-risk.

A simple slip of the fingers has turned into huge losses for some crypto users. One wallet lost over $12 million in January after copying the wrong address, and similar high-value mistakes were seen in December.

Reports say attackers are using tiny deposits and subtle address tweaks to trick people into sending funds to accounts they do not control.

How Copying Mistakes Turn Costly

Address lookalikes are the trick. Attackers send tiny “dust” transfers from addresses that mimic ones in a user’s history so that when someone copies an address they get the wrong string.

According to Scam Sniffer, that single mistake cost one user $12.2 million in January and followed a $50 million hit in December.

The tactic relies on people trusting what appears familiar; it works because most wallets show only the first and last few characters, and the middle can be swapped for a malicious match.

Someone lost $12.25M in January by copying the wrong address from their transaction history. In December, another victim lost $50M the same way.

Two victims. $62M gone.

Signature phishing also surged — $6.27M stolen across 4,741 victims (+207% vs Dec).

Top cases: · $3.02M —… pic.twitter.com/7D5ynInRrb

— Scam Sniffer | Web3 Anti-Scam (@realScamSniffer) February 8, 2026

Signature Phishing Is Growing Too

Signature scams lure users into approving dangerous contract calls or broad token approvals. Reports say $6.27 million was stolen from 4,741 victims in January, a 207% rise from December.

Two wallets took the lion’s share — accounting for 65% of those signature phishing losses. Attackers increasingly mix both tricks: small deposits to get attention, followed by social engineering that convinces someone to sign a transaction.

Scale And Automation

This is not limited to a few isolated scams. Based on reports from several trackers, roughly 270 million poisoning attempts have been recorded across Ethereum and Binance Smart Chain, targeting around 17 million addresses.

Confirmed cases leading to actual theft number about 6,633, but the confirmed loss figure already tops $83.8 million. One campaign alone created 82,030 lookalike wallets, and in September 2025 there were about 32,290 suspicious poisoning events hitting 6,516 unique victims.

The numbers show a picture of automated scripts and high-volume tactics designed to find and exploit simple human errors.

Why Ethereum Has Seen More Dust Activity

Analysts link part of the recent surge to the Fusaka upgrade, which lowered the cost of sending tiny transactions. Coin Metrics analyzed over 227 million stablecoin balance updates on Ethereum from November 2025 through January 2026 and found that 38% of those updates were under a single penny.

Stablecoin-related dust now makes up an estimated 11% of Ethereum transactions and touches 26% of active addresses on an average day. Lower fees make these spray-and-pray tactics cheap and efficient.

Where Stolen Funds End Up

Blockchain intelligence teams have tracked flows and noticed patterns. Whitestream reports that DAI has become a favored place to park illicit proceeds because its protocol governance does not cooperate with authorities to freeze wallets.

Web3 Antivirus has cataloged a range of large poisonings, with tracked losses spanning from $4 million to $126 million in some incidents. Once funds move through these paths they are often hard to recover.

Featured image from Arek Socha/Pixabay, chart from TradingView

Quick Facts:

• The move of major conferences to Hong Kong signals a permanent shift in liquidity, favoring infrastructure that unifies Asian and Western markets.
• The next cycle’s winners likely won’t be new blockchains, but L3s like LiquidChain that fuse $BTC, $ETH, and $SOL into one verifiable execution layer.
• With over $532K raised at $0.0136, early capital is positioning for interoperability solutions before the retail crowd arrives.

The pivot of crypto’s center of gravity from West to East isn’t just a forecast anymore; it’s an active migration. With Consensus, the industry’s premier gathering, planting its flag in Hong Kong for 2025 and setting the stage for future iterations, the narrative has firmly shifted toward Asian liquidity dominance.

This momentum is further solidified by major players like KuCoin, which recently announced its participation in Consensus Hong Kong 2026. On February 12, Edwin Wong, KuCoin’s Vice President and Head of Risk Control, will join the featured panel ‘Turning Intelligence Into Action’ on the Explorations Stage to discuss how on-chain signals and AI capabilities can be translated into trust-first infrastructure and practical governance.

Hong Kong’s aggressive regulatory clarity has created a vacuum for liquidity hubs. While major exchanges figure out the licensing maze, the underlying trend is the unification of fragmented markets. Traders in the Asian session historically drive massive volume across Bitcoin, Ethereum, and increasingly, Solana. But there’s a catch: the friction of moving capital between these chains remains the industry’s glaring inefficiency.

Context matters. Bitcoin recently tested the $100K psych-level before retracing, while Ethereum struggles to maintain dominance against Solana’s monolithic speed. This ‘chain tribalism’ fractures liquidity, making execution expensive and slow. The winners of the 2026 cycle won’t be the L1s fighting for dominance. It’ll be the L3s that connect them. (It’s somewhat ironic that while users argue over which chain is ‘best,’ smart money is quietly funding the protocols that make the underlying chain irrelevant to the end-user.)

This infrastructure gap is where new interoperability layers enter the chat. As exchanges and institutions look toward the 2026 horizon, they need ‘deploy-once’ architectures. This macroeconomic setup creates a perfect storm for LiquidChain ($LIQUID), a project designed to dissolve the barriers between the industry’s three largest liquidity pools.

LiquidChain Solves the ‘Wrapped Asset’ Risk Plaguing Asian Markets

Fragmentation defines the current market structure. To trade $BTC on Solana, users rely on wrapped assets, derivatives that introduce counterparty risk and bridge vulnerability. LiquidChain flips this dynamic by operating as a Layer 3 (L3) infrastructure that fuses Bitcoin, Ethereum, and Solana liquidity into a single execution environment.

That matters for one big reason: institutional capital, the kind courted at events like Consensus Hong Kong, can’t tolerate bridge exploits. LiquidChain offers verifiable settlement without the complex user flows that currently plague DeFi. By enabling a ‘single-step execution’ model, it allows developers to build apps that access users on all three chains simultaneously.

For a developer, the pitch is efficiency: deploy code once on LiquidChain, and instantly access liquidity from the top three ecosystems. No need to maintain fragmented liquidity pools across different networks, a redundancy that currently bleeds capital efficiency. As the dialogue moves toward the 2026 institutional horizon, protocols offering this level of unification are positioning themselves as the ‘TCP/IP’ of the blockchain era, invisible, essential, and highly valued.

CHECK OUT THE UNIFIED LIQUIDITY LAYER

Early Capital Flows into $LIQUID Presale Signal Infrastructure Demand

While headlines fixate on meme coin volatility, capital allocators are rotating into infrastructure plays that solve the interoperability crisis. The LiquidChain presale data reflects this methodical accumulation. It has already raised over $532K, and tokens are priced at $0.0136. Early investors also have access to staking rewards, currently sitting at 1943%.

This sub-million market cap entry point is notable compared to legacy interoperability protocols, which often trade in the billions. The pricing suggests the project is still in a discovery phase, distinct from the retail mania that usually follows major exchange listings.

The utility of the $LIQUID token extends beyond simple governance. It functions as the transaction fuel for the cross-chain VM and is required for liquidity staking. The tokenomics are designed to incentivize bonding assets from $BTC, $ETH, and $SOL into the LiquidChain ecosystem, rewarding users who provide the ‘glue’ for this unified layer. We see it as one of the next crypto to explode, due to its offering.

Investors are eyeing the $0.0136 price point not just for immediate gains, but as a derivative bet on cross-chain volume growth. If the thesis holds, that Asia will demand seamless execution across chains, LiquidChain’s ability to merge these ecosystems places it in a prime position to capture value from every transaction it facilitates.

CHECK OUT THE $LIQUID PRESALE

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, including presales like LiquidChain, carry high risks. Always conduct independent due diligence before participating.

Специалисты по безопасности из ScamSniffer сообщили, что в январе один пользователь потерял $12,2 млн, отправив средства на поддельный адрес, скопированный из истории транзакций. В декабре из-за той же ошибки другой пользователь потерял $50 млн.

Punti Chiave: 

• • Tom Lee identifica i principali indicatori tecnici e macro che suggeriscono che il mercato orso delle criptovalute abbia toccato il fondo, aprendo la porta agli asset risk-on.
  • Con l’aumento del valore degli asset, la strategia “raccogli ora, decripta dopo” (harvest now, decrypt later) diventa una minaccia critica per la crittografia delle blockchain legacy.
  • BMIC (BMIC) utilizza la crittografia post-quantistica e l’ERC-4337 per fornire uno stack di sicurezza di livello istituzionale per l’imminente ciclo rialzista.

Vai a BMIC

L’Head of Research di Fundstrat, Tom Lee, è noto per aver predetto inversioni di mercato proprio quando tutti gli altri sono ancora nel pieno del panic-selling. La sua analisi recente suggerisce che il minimo del mercato crypto sia già stato raggiunto, o che sia comunque pericolosamente vicino. Lee punta a una “tempesta perfetta” di indicatori: il raffreddamento dell’inflazione, il mercato che ha finalmente assorbito l’eccesso di offerta derivante dai principali fallimenti e la sorprendente resilienza di Bitcoin durante le tensioni geopolitiche. La fase di “epurazione” del ciclo, a quanto pare, si è conclusa.

Ma osservare solo l’azione dei prezzi significa perdere il punto centrale. L’importanza di un minimo di mercato non risiede solo nel fatto che i prezzi smettano di scendere; sta nel fatto che la narrazione si sposta dalla sopravvivenza all’espansione. Quando la liquidità ritorna (guidata dall’inevitabile inversione di rotta della Fed e dagli afflussi negli ETF), non fluisce semplicemente nelle stesse vecchie monete.

Essa cerca nuove infrastrutture che risolvano minacce esistenziali. Nei cicli precedenti, abbiamo visto questo capitale inondare le soluzioni di scalabilità e i protocolli DeFi. Questa volta? La prossima grande rotazione potrebbe dare priorità ai layer di sicurezza in grado di gestire valori di livello istituzionale.

Questo è importante perché la “prossima tappa rialzista” deve affrontare un baratro tecnologico che le corse precedenti non hanno conosciuto: la minaccia incombente del calcolo quantistico. Con il gonfiarsi del valore degli asset, l’incentivo a rompere gli attuali standard di crittografia cresce in modo esponenziale.

Ciò crea un enorme punto cieco in cui i wallet tradizionali sono essenzialmente dei rischi sottovalutati, mentre l’infrastruttura resistente ai quanti rappresenta l'”alpha” non ancora rilevata. Gli investitori che seguono i segnali “risk-on” di Tom Lee sono ora a caccia di progetti che mettano in sicurezza il futuro digitale contro le minacce di prossima generazione.

Ed è qui che entra in gioco BMIC ($BMIC), un progetto che si posiziona come il livello fortificato per questo nuovo ciclo di liquidità.

Gli afflussi istituzionali richiedono una corazza post-quantistica

Il vettore d’attacco “raccogli ora, decripta dopo” (harvest now, decrypt later) è forse l’elefante nella stanza dell’intero settore. Attori statali e gruppi di hacker sofisticati stanno attualmente rastrellando dati crittografati dalle blockchain, archiviandoli e semplicemente aspettando che la potenza del calcolo quantistico distrugga gli standard attuali come RSA e la Crittografia a Curva Ellittica (ECC).

Se la previsione di Tom Lee su un Bitcoin a sei cifre dovesse avverarsi, l'”honey pot” (il bottino appetibile) per questi aggressori diventerebbe un tesoro dal valore di trilioni di dollari.

BMIC ($BMIC) affronta questo problema offrendo quella che dichiara essere l’unica piattaforma con uno stack finanziario interamente a prova di quanti. A differenza dei wallet crypto legacy che si affidano a metodi di crittografia degli anni ’90, BMIC utilizza la crittografia post-quantistica per garantire che gli asset archiviati oggi rimangano sicuri contro i futuri attacchi di forza bruta computazionale. (E no, non si tratta solo di paranoia; è una necessità matematica per qualsiasi azienda che pianifichi di detenere asset digitali per più di cinque anni).

Al di là del livello di crittografia, il progetto integra gli account smart ERC-4337. Questo standard consente l'”astrazione dell’account” (account abstraction), il che significa che gli utenti ottengono la robusta sicurezza della resistenza quantistica senza il mal di testa di dover gestire complessi seed phrase, che rappresentano spesso il più grande ostacolo per i clienti istituzionali.

Combinando il rilevamento delle minacce potenziato dall’intelligenza artificiale con l’assenza di esposizione della chiave pubblica, il protocollo crea efficacemente intorno agli asset degli utenti un “fossato” che nemmeno un computer quantistico può attraversare.

Scopri di più su BMIC I dati della prevendita BMIC segnalano la fiducia dei primi investitori

Mentre la “massa” attende la conferma dell’inversione di tendenza prevista da Tom Lee, lo smart money si muove spesso verso le prevendite per massimizzare l’asimmetria del rendimento. I dati attuali della raccolta fondi di BMIC indicano uno scollamento tra l’apatia generale del mercato e l’alta convinzione degli investitori focalizzati sulla sicurezza. $BMIC ha raccolto oltre 444.000 $, con i token attualmente prezzati a 0,049474 $.

Questa raccolta di capitale è degna di nota non solo per il totale, ma per l’utilità del finanziamento. Il token $BMIC non è un semplice strumento di governance; agisce come carburante per l’ecosistema del “Quantum Meta-Cloud” e alimenta l’esclusivo meccanismo “Burn-to-Compute”.

Come funziona il Quantum Meta-Cloud?

Il sistema punta a connettere diversi fornitori di hardware quantistico sotto un unico layer di accesso decentralizzato. L’obiettivo è rendere disponibile la potenza di calcolo in modo trasparente e senza dipendere da un singolo provider centralizzato.

Man mano che la rete cresce, la domanda di potenza di calcolo sicura contro i quanti spinge la velocità del token. Grazie a questa offerta, riteniamo che $BMIC sia uno dei migliori investimenti crypto a lungo termine.

Perché gli investitori ci credono?

Chi analizza il rapporto rischio-rendimento sta scommettendo su una premessa semplice: con la maturazione del mercato crypto, i premi legati alla sicurezza sono destinati a schizzare alle stelle.

• Valutazione Attuale: Il mercato prezza quasi a zero il divario tra un wallet standard e uno sicuro contro i quanti.

• Potenziale: Se BMIC riuscirà a diventare lo standard per l’archiviazione post-quantistica, quel divario si chiuderà rapidamente.

Con la crypto presale ancora attiva, il punto di ingresso rimane legato alle prime fasi di sviluppo piuttosto che all’immenso valore speculativo che la narrativa sulla sicurezza potrebbe generare in futuro.

Vai a BMIC

Quick Facts:

• Institutional Bitcoin treasuries are shifting focus from passive holding to active yield generation, creating demand for robust Layer 2 infrastructure.
• Capital B recently acquired 5 $BTC for a sum of $320K.
• Bitcoin Hyper utilizes the Solana Virtual Machine (SVM) to bring high-speed smart contracts and sub-second finality to the Bitcoin network.
• The integration of a decentralized Canonical Bridge allows for secure, trust-minimized asset transfers between Bitcoin L1 and the execution layer.

The era of passive Bitcoin accumulation is dying. In its place? A race for capital efficiency. Recent market movements indicate that Capital B, the heavy-hitting class of institutional allocators and corporate treasuries, is no longer satisfied with merely holding the asset.

As giants like MicroStrategy and Semler Scientific vacuum up liquidity, a secondary supply shock is emerging, characterized not just by scarcity but by a desperate demand for yield on these dormant assets. This shift is exemplified by companies like Capital B (The Blockchain Group), which recently confirmed the acquisition of an additional 5 BTC for €0.32M, bringing its total holdings to 2,828 BTC while achieving a year-to-date BTC yield of 0.1%.

The numbers don’t lie. On-chain data indicates that long-term holder supply has reached historical highs, creating a squeeze that stabilizes the price floor. But there’s a catch. This massive influx of institutional capital exposes a glaring utility gap: native Bitcoin offers zero yield. Billions of dollars sit trapped in cold storage (essentially collecting dust), unable to touch decentralized finance (DeFi) without handing keys to centralized custodians.

That inefficiency is triggering the next major rotation in the crypto economy. We are witnessing a pivot from Layer 1 accumulation to Layer 2 utilization. Smart money is hunting for infrastructure that turns BTC from digital gold into productive collateral. This shift from ‘store of value’ to ‘network of value’ creates the perfect storm for Bitcoin Hyper ($HYPER), a protocol engineered to bridge the gap between Bitcoin’s security and high-speed execution.

SVM Integration Redefines Bitcoin Scalability

Historically, the bottleneck preventing institutional Bitcoin adoption in DeFi has been purely technical. The Bitcoin network’s scripting language is intentionally rigid for security, making complex smart contracts a nightmare to deploy. Bitcoin Hyper fixes this by integrating the Solana Virtual Machine (SVM) directly as a Layer 2 execution environment. It’s a radical architectural departure from older solutions like Stacks or Lightning, which rely on different consensus mechanisms or payment channels.

By leveraging the SVM, Bitcoin Hyper hits transaction speeds that rival traditional finance while anchoring final settlement on Bitcoin L1. Why does that matter? It allows developers to write in Rust, a language favored for safety and performance, and deploy dApps capable of handling the volume required by institutional treasuries.

Plus, the decentralized Canonical Bridge cuts down trust assumptions, letting assets move fluidly between the mainnet and the high-performance L2 without relying on risky centralized wrappers.

For a corporate treasurer, this architecture offers a compelling value prop: the ability to deploy Bitcoin holdings into yield-bearing DeFi protocols, high-speed payment rails, or lending markets without ever leaving the Bitcoin security umbrella. The project’s modular approach (separating settlement from execution) suggests they are finally cracking the “trilemma” of security, scalability, and decentralization that stalled earlier Bitcoin L2 attempts.

EXPLORE MORE OF BITCOIN HYPER ($HYPER)

Whale Accumulation Signals Confidence in The $31M Raise

While the technical architecture provides the thesis, the market data surrounding the Bitcoin Hyper presale suggests smart money is actively positioning for this L2 narrative. $HYPER has already raised over $31M, a figure that blows typical seed rounds out of the water. With tokens priced at $0.0136753, the valuation reflects a market that is pricing in substantial growth for Bitcoin-native infrastructure. But if you want in at that price, hurry, as an increase is coming today.

This capital inflow isn’t just retail speculation. On-chain analysis reveals significant wallet activity typical of high-net-worth syndicates. Etherscan records show significant whale buys, the largest being $500K. Conviction plays like this during a presale usually signal that sophisticated actors anticipate a liquidity rotation coming, moving from Ethereum L2s toward the nascent Bitcoin L2 ecosystem.

The tokenomics structure, which includes staking rewards immediately after the Token Generation Event (TGE), aligns perfectly with the broader theme of capital efficiency. Investors are evidently attracted to the dual utility of the asset: potential price appreciation from the L2 narrative plus yield generation. With the ‘Capital B’ cohort looking for productive ways to deploy BTC, protocols showing deep liquidity are poised to capture institutional mindshare.

GET YOUR $HYPER FROM THE OFFICIAL PRESALE SITE

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, particularly presales and Layer 2 protocols, carry inherent risks including volatility and technical uncertainty. Always conduct your own due diligence.

Биткоин предпринимает попытку восстановления после волны агрессивных распродаж, которая стала фазой усиления давления на крипторынок, заявили аналитики Matrixport.

Quick Facts:

• Tom Lee identifies key technical and macro indicators suggesting the crypto bear market has bottomed, opening the door for risk-on assets.
• As asset values rise, the ‘harvest now, decrypt later’ strategy becomes a critical threat to legacy blockchain encryption.
• BMIC utilizes post-quantum cryptography and ERC-4337 to provide an institutional-grade security stack for the coming bull cycle.

Fundstrat’s Head of Research, Tom Lee, is known for calling market reversals while everyone else is still panic-selling. His recent analysis suggests the crypto market bottom is already in, or at least dangerously close. Lee points to a ‘perfect storm’ of indicators: cooling inflation, the market finally absorbing the supply overhang from major bankruptcies, and Bitcoin’s surprising resilience during geopolitical tension. The ‘purge’ phase of the cycle, it seems, has concluded.

But staring at price action alone misses the point. The significance of a market bottom isn’t just that prices stop falling; it’s that the narrative shifts from survival to expansion. When liquidity returns (driven by the Fed’s inevitable pivot and ETF inflows), it doesn’t just flow back into the same old coins.

It seeks new infrastructure that solves existential threats. In previous cycles, we saw this capital flood into scaling solutions and DeFi primitives. This time? The next major rotation could prioritize security layers capable of handling institutional-grade value.

That matters because the ‘next leg up’ faces a technological cliff that previous bull runs didn’t: the looming threat of quantum computing. As asset values swell, the incentive to break current encryption standards grows exponentially.

This creates a massive blind spot where traditional wallets are essentially undervalued risks, and quantum-resistant infrastructure is the undetected alpha. Investors tracking Tom Lee’s ‘risk-on’ signals are now hunting for projects that secure the digital future against next-generation threats.

Enter BMIC ($BMIC), a project positioning itself as the fortified layer for this new liquidity cycle.

Institutional Inflows Demand Post-Quantum Armor

The ‘harvest now, decrypt later’ attack vector is perhaps the industry’s elephant in the room. State actors and sophisticated hacking groups are currently scraping encrypted data from blockchains, storing it, and simply waiting for quantum computing power to shatter standard RSA and Elliptic Curve Cryptography (ECC).

If Tom Lee’s prediction of Bitcoin reaching six figures holds true, the ‘honeypot’ for these attackers becomes worth trillions.

BMIC addresses this by offering what it claims to be the only platform with a full quantum-secure finance stack. Unlike legacy wallets that rely on encryption methods from the 1990s, BMIC uses post-quantum cryptography to ensure that assets stored today remain secure against tomorrow’s computational brute-force attacks. (And no, this isn’t just paranoia; it’s a mathematical necessity for any enterprise planning to hold digital assets for more than five years).

Beyond the encryption layer, the project integrates ERC-4337 smart accounts. This standard allows for ‘account abstraction,’ meaning users get the robust security of quantum resistance without the headache of managing complex seed phrases, often the biggest barrier for institutional clients. By combining AI-enhanced threat detection with zero public-key exposure, the protocol effectively creates a moat around user assets that even a quantum computer can’t cross.

LEARN MORE ABOUT THE $BMIC PRESALE

BMIC Presale Metrics Signal Early Adopter Confidence

While the herd waits for confirmation of the reversal Tom Lee predicts, smart money often moves into presales to maximize asymmetry. The current data from the BMIC raise indicates a disconnect between general market apathy and the high conviction of security-focused investors. $BMIC has raised over $444K, with tokens currently priced at $0.049474.

This capital raise is notable not just for the total, but for the utility of its funding. The $BMIC token isn’t merely a governance instrument; it acts as ecosystem fuel for the ‘Quantum Meta-Cloud’ and powers a unique ‘Burn-to-Compute’ mechanism. As the network grows, the demand for quantum-secure processing power drives token velocity. With what it’s offering its not surprising that we feel $BMIC is one of the best long-term crypto investments.

Investors analyzing the risk-reward ratio here are betting on a simple premise: as the crypto market matures, security premiums will likely skyrocket. The gap between a standard wallet and a quantum-secure wallet is currently priced at zero by the market. If BMIC succeeds in becoming the standard for post-quantum storage, that gap closes rapidly. With the presale still active, the entry point remains pegged to early development rather than the immense speculative value of the security narrative.

BUY YOUR $BMIC FROM THE OFFICIAL PRESALE PAGE

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments, particularly in presale stages, carry high risks including total loss of capital. Always conduct your own due diligence.

Розничные инвесторы ждут, когда рынок криптовалют достигнет дна, чтобы закупить как можно больше монет по сниженным ценам, заявили аналитики платформы Santiment.

Quick Facts:

• The ‘Everybody Coinbase’ Karaoke Ad Signals Crypto’s Shift From Niche Speculation To Mainstream Utility.
• Coinbase Utilized High-Energy Shared Experiences To Prove That Digital Assets Are Now Accessible To Everyone.
• SUBBD Token differentiates itself by combining crypto payments with proprietary AI tools like voice cloning and automated personal assistants.
• With over $1.47M raised and a 20% APY staking incentive, the project demonstrates strong early validation from value-focused investors.

The trajectory of crypto adoption is often mapped by the audacity of its marketing, and few metrics tell that story better than the sentiment surrounding Coinbase’s Super Bowl advertising strategy. On February 8, 2026, Coinbase unveiled its ‘Everybody Coinbase’ campaign, a karaoke-style singalong to ‘Everybody (Backstreet’s Back)’ that replaced the viral minimalism of the 2022 bouncing QR code with a high-energy call for mainstream inclusion.

While the 2022 ad crashed servers, this 2026 strategy signifies that crypto has moved past early adopters to become a secure, accessible tool for the 52M Americans already engaging with the asset class.

With the crypto market experiencing a turbulent time, the market is defined by a demand for ‘fear of missing utility.’ Retail investors are no longer captivated by vague promises of future wealth; they want tangible blockchain applications that solve immediate, real-world friction.

This points to a crucial pivot: when major exchanges like Coinbase use global stages to highlight broad-appeal accessibility, subsequent liquidity flows historically bypass speculative assets in favor of infrastructure and utility projects.

This ‘retail readiness’ environment provides a massive tailwind for the creator economy, currently valued at over $85B. As investors look for the next logical step in web3 adoption, the focus is narrowing on platforms merging decentralized payments with the booming AI sector.

This market rotation is actively channeling attention toward SUBBD Token ($SUBBD), a project specifically engineered to dismantle the inefficiencies of legacy content platforms by providing the exact type of real-world utility today’s investors demand.

AI-Driven Monetization Disrupts The $85B Creator Economy

The fundamental flaw in the current content creation landscape is economic inefficiency. Legacy platforms frequently extract up to 70% of creator earnings in fees, all while imposing bans and payment restrictions. SUBBD Token ($SUBBD) doesn’t just address this as a payment rail; it’s a technological overhaul merging Web3 sovereignty with advanced AI tooling.

The real differentiator for the SUBBD Token ecosystem is the integration of proprietary AI models designed to automate the creator workflow. The platform offers an AI Personal Assistant for automated interactions and AI Voice Cloning technology. This allows influencers to scale their presence without a massive time investment. (It suggests the platform is directly targeting the ‘burnout’ crisis prevalent among top-tier creators, offering automation as a retention tool.)

By using Ethereum-based EVM-compatible smart contracts, the project ensures that revenue generation, whether through subscriptions, pay-per-view (PPV), or tips, remains transparent. No more opaque algorithms from Web2 giants.

For a full project run-down, check out our ‘What is SUBBD Token‘ guide

For the end-user and fan, utility extends beyond passive consumption. The ecosystem introduces token-gated access to exclusive content and XP multipliers for engagement. It creates a circular economy where participation is actually quantified and rewarded. By removing high-fee intermediaries, the protocol redirects value back to the two parties that matter: the creator and the consumer.

CHECK OUT THE OFFICIAL SUBBD TOKEN ($SUBBD) PRESALE SITE

Presale Data And Staking Structure Highlight Early Demand

Sentiment analysis provides the backdrop, but the hard data surrounding the SUBBD Token presale shows robust early-stage accumulation. The market clearly has an appetite for AI-integrated crypto solutions, as seen by the $1.4M presale raise for $SUBBD.

The token is currently priced at $0.0574925, an accessible entry point relative to established AI assets. However, smart money is watching the staking architecture closely. The protocol offers a fixed 20% APY for the first year. This mechanism is designed to incentivize long-term holding and reduce circulating supply volatility during the initial launch phase.

But it’s not just about raw yield. Staking unlocks tiered platform benefits, including access to exclusive livestreams and ‘behind the scenes’ (BTS) content drops, effectively gamifying the investment process.

The combination of a hard-capped supply, clear deflationary pressure via staking locks, and a direct link to revenue generation in the creator economy presents a compelling case. As Coinbase and other majors normalize crypto for the masses, the beneficiaries will be the projects that offer those new users something to do with their digital assets.

GET YOUR 20% STAKING REWARDS WITH $SUBBD 

This article is for informational purposes only and does not constitute financial advice. Cryptocurrency investments carry inherent risks, including high volatility and potential loss of capital. Always conduct your own due diligence before investing.

Руководитель отдела исследований Биткоина в компании CoinShares Кристофер Бендиксен (Christopher Bendiksen) утверждает, что угрозы квантовых вычислений для блокчейна первой криптовалюты сильно преувеличены.

Гендиректор компании Bullish Том Фарли (Tom Farley) в интервью CNBC заявил, что криптоиндустрию в ближайшее время ожидает консолидация, в рамках которой крупные игроки начнут поглощать более мелкие компании.

Несмотря на снижение цены в последние месяцы, криптоактив Ondo остается на пороге топ-50 по рыночной капитализации. Это говорит о том, что текущее состояние проекта может быть устойчивее, чем следует из динамики котировок. Но так ли это на самом деле?

Bitcoin got hit hard on Feb. 5 (down 13.2%), and Jeff Park’s take is pretty blunt: this didn’t look like a crypto headline. It looked more like tradfi plumbing: margin, derivatives, and ETF mechanics, running through spot Bitcoin ETFs, with BlackRock’s IBIT right in the middle. Here’s the odd part: flows didn’t show the big redemptions you’d normally expect on a day like that.

Why Did Bitcoin Crash On Feb. 5?

Park starts with the ETF tape in his X post from Feb. 7. IBIT, he said, did record volume—“2x the prior high, 10B+”—and options were going nuts too, with contract counts at launch-era highs. And unlike prior spikes in options interest, he says this one leaned put-heavy, based on a clear volume imbalance.

That timing matters. It landed right as markets were going risk-off across the board. Park cited Goldman’s prime brokerage desk calling Feb. 4 one of the worst daily performance events for multi-strat funds, around a 3.5 z-score—basically a “0.05% event” in his framing. When that happens, pod-shop risk managers step in and tell everyone the same thing: cut gross, fast. Park frames Feb. 5 as the second leg of that forced deleveraging.

But the flow data didn’t line up with the obvious story. He points to prior IBIT drawdowns where you did see real redemptions: Jan. 30’s roughly $530 million of net outflows after a 5.8% down day, and Feb. 4’s roughly $370 million during the losing streak. On a -13% day, you’d think you’d see $500M–$1B of outflows. He didn’t. Instead, Park points to net creations: about 6 million new IBIT shares created, adding roughly $230 million in AUM. And the rest of the spot Bitcoin ETF complex was net positive too—$300M+. “That is a little perplexing,” he wrote. His point: it probably wasn’t one thing.

Deleveraging First, Then Short-Gamma Mechanics

His main claim: the trigger wasn’t crypto-native. “The catalyst to the sell off was that there was a broad based deleveraging across multi-asset funds/portfolios due to the high downside correlation of risk assets reaching statistically anomalous levels,” he wrote. In his view, that set off violent de-risking that included Bitcoin, even if a lot of the exposure was supposedly “delta neutral”: basis trades, RV versus crypto equities, and other setups that box delta across dealers.

After that, the hedging mechanics took over. “This deleveraging then caused some short gamma to come into effect that compounded to the downside,” he wrote, basically saying dealers had to sell IBIT as their hedges updated. And because it happened so fast, he thinks market makers ended up net short Bitcoin without really managing inventory the “normal” way. That can mute what you’d otherwise see as big ETF outflows on the tape.

He also notes how closely IBIT tracked software equities and other risk assets in the weeks leading into the drop. In his framing, the software-led selloff is the cleaner spark here: gold matters, sure, but it’s less central to the funded multi-strat trades he’s talking about.

One hard datapoint he leans on is the CME basis. Using a dataset he attributed to Anchorage Digital Head of Research David Lawant, Park said the near-dated CME BTC basis jumped from 3.3% on Feb. 5 to 9% on Feb. 6—an unusually big move since the ETF launch. He reads that as a forced unwind of the basis trade by large multi-strat shops (sell spot, buy futures).

As extra fuel, he brings up structured products: knock-ins and barrier levels. Not necessarily the driver, but something that can make a fast move nastier. He referenced a JPM note priced in November with a barrier “right at 43.6,” and argued that if similar notes were printed later as BTC slid, barriers could cluster around “38–39.”

That’s the kind of zone where a fast selloff can flip hedging into a cascade. If barriers break, negative vanna and quickly changing gamma can force dealers to sell hard into weakness. He also notes implied vol nearly touching 90% in his description.

Why Bitcoin Snapped Back On Feb. 6

Park frames Feb. 6’s “heroic 10%+ recovery” as a positioning reset. CME open interest expanded faster than Binance’s. He says CME OI collapsed from Feb. 4 to Feb. 5 (supporting the basis-unwind idea), then recovered as players leaned back into relative-value setups.

In his telling, ETF creates/redeems can look flat-ish if the basis trade is being rebuilt, even if price stays heavy because crypto-native leverage and short-gamma exposures—often on offshore venues—are still clearing out.

Bottom line, in his view: this may not have been “fundamental” at all. It was technical plumbing: multi-asset de-risking, then derivatives feedback loops making it worse. If ETF inflows keep coming without a matching expansion in the basis trade, he implies, that’s the cleaner signal of real demand, less dealer recycling, more sticky buyers.

At press time, BTC traded at $70,649.

Александр Хаминский заявил, что перевод средств с банковских депозитов в криптовалюты сопряжен с повышенными рисками. Снижение процентных ставок по вкладам подталкивает граждан к поиску альтернативных инструментов, однако крипторынок остается высоковолатильным и уязвимым для мошеннических схем.

Генеральный директор Morgan Creek Capital Марк Юско (Mark Yusko) рассказал о преимуществах биткоина перед драгоценными металлами и государственными валютами.