Из жизни альткоинов

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.

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.