#USJobsData
The U.S. job market is basically saying: “I’m still okay… I’m just not as loud about it anymore.”
What actually happened (Jan):
• Employers added +130K jobs
• Unemployment stayed at 4.3% (about 7.4M people)
• People’s pay kept rising: $37.17/hr (+0.4% m/m, +3.7% y/y)
• Workweek: 34.3 hours (small uptick)
Where the jobs showed up:
• Health care: +82K (still carrying the whole squad)
• Social assistance: +42K
• Construction: +33K
• On the flip side: Federal jobs: -34K and Financial activities: -22K
The “heat check” (demand for workers):
• Job openings cooled to 6.542M
• Hiring was around 5.3M
• Quits about 3.2M (people still leaving, but not in a frenzy)
• Layoffs/discharges about 1.8M
Weekly pulse (stress level):
• Initial jobless claims: 227K (4-week average 219.5K) → still pretty calm.
ADP’s take (private sector):
• Softer print: +22K private jobs
• Pay growth still solid: +4.5% for people staying put, +6.4% for job switchers.
Plot twist that matters:
• BLS benchmark revisions trimmed the “back history” — March 2025 payroll level revised down ~898K (SA), and 2025 job growth revised to +181K (from +584K).
Translation: some of the past strength was overstated, so today’s “okay” numbers feel a bit less comfy.
Bottom line:
This isn’t a crash. It’s a cooldown — the job market is still standing, just picking its spots instead of sprinting.
#UsJobsData
🚨 THE FEAR & GREED INDEX JUST HIT ITS LOWEST LEVEL OF 2026 $ORCA $RPL
And I don’t think we’ve seen the worst of it yet. $POWER
The index is sitting at 33, deep in fear territory.
This is the most bearish sentiment reading of the entire year.
Most people are going to see this as a buying opportunity.
But I wouldn’t be so sure.
Here’s why:
THE SPEED OF THE DROP
One week ago this index was at 50.
It dropped 17 points in seven days.
That kind of velocity doesn’t happen in a healthy market.
That happens when the smart money is repositioning and retail hasn’t figured it out yet.
A month ago we were at 55. A year ago we were at 43. We’ve already blown through last year’s floor.
THE BUFFETT TRAP
Wall Street loves to recycle the “be greedy when others are fearful” quote every time there’s a dip.
They conveniently leave out that Buffett is sitting on record cash right now.
He’s not buying this market, he’s watching it.
The people telling you to buy the dip are the ones who need your liquidity to exit their positions.
It’s a distribution play, plain and simple.
WHAT I’M WATCHING
We haven’t even entered extreme fear yet, that’s below 25.
I’m monitoring the VIX, put/call ratios, and junk bond spreads for the signal that confirms the next leg down.
Sure, we might see a relief bounce here and there, that’s completely normal.
But don’t confuse a dead cat bounce for a recovery.
The rest of the week will be extremely volatile. But don’t worry, I’ll update you everyday.
I’ve been in this game for more than 20 years. I’ve been telling you since early January that I think a crash is coming sometime this year.
When I start deploying A LOT of my capital, I’ll say it here publicly because I want you to win.
Many people will wish they followed me sooner.
#CryptoUpdates
Crypto today feels like a tug-of-war: bulls keep trying to sprint, and the market keeps yanking them back by the hoodie.
Bitcoin is chopping around $67K (it’s been swinging roughly $66.7K–$69.1K), and you can feel that $70K level acting like a ceiling everyone keeps headbutting. Ethereum is hanging near $2K—steady, but not exactly celebrating.
What’s driving the mood?
• ETF flows cooled off: spot Bitcoin ETFs just had a rough patch with about $318M in net outflows (Feb 2–6). Translation: less “automatic buy pressure,” more drama on dips.
• Big banks are still tiptoeing in: Danske Bank opened BTC/ETH exposure through ETPs inside their banking apps. Quiet move, big message: crypto access is getting more “normal.”
• Public crypto stocks aren’t getting love: BitGo has been sliding since its Jan 22, 2026 IPO, showing how picky the market is even when the industry’s building.
• Security reality check: Step Finance reported roughly $40M stolen after executive devices were compromised—another reminder that risk isn’t just price candles.
Overall vibe: prices are noisy and emotional… but behind the scenes, the infrastructure keeps hardening. That’s usually what matters when the next big trend finally decides to wake up.
#CryptoUpdates
$ENSO ENSOUSDT 🖥️💎📈⚡🚀🐳🔥
Ethereum Name Service is surging with bullish momentum, benefiting from long-term accumulation near support 🟢💨. Technical indicators suggest room to continue upward, with RSI comfortably neutral 📊💥. Community engagement is strong, reinforcing the “internet identity” narrative as a structural growth story ⚡🛑. Volume trends show strategic buyers stepping in, signaling confidence 🌪️🚀. Momentum is accelerating, hinting at further gains in the medium-term horizon 🐳💎. Consolidation phases are shallow, allowing for smooth upward progression 📈🔥. ENS is positioned for sustained structural upside ⚡🖥️.
$LIT LITUSDT 🔥💎📈⚡🚀🐳🟢
Lighter is riding strong bullish momentum, showing resilience above key support zones 🟢💨. EMAs align in perfect bullish order, signaling trend continuation 📊💥. Volume patterns indicate smart money accumulation, suggesting sustained upside ⚡🛑. Short-term consolidation appears shallow, pointing to a potential breakout into higher targets 🌪️🚀. Narrative around perpetual trading adoption is strengthening, fueling buying pressure 🐳💎. Market structure supports a multi-leg advance as momentum remains robust 📈🔥. This is a high-conviction setup for trend-followers ⚡🟢.
A singular, globally dominant network is unlikely to lead to the adoption of mainstream blockchain. The way forward is to build layers of infrastructure which are appropriate for the various regional circumstances. Many global centric crypto based ventures fail in emerging markets because of a lack of stable connectivity, the complexities of the onboarding process, and lack of localised interfaces. High volume throughput does not alleviate the barriers if there are no ways for the users to transact in their familiar languages or have access through credible payment systems.
Fogo’s multi zone validator architecture reflects a region oriented design. By clustering validators within defined geographic zones, the network reduces communication distance between nodes, which lowers confirmation delays and improves regional responsiveness. In globally dispersed systems, cross continental latency variance can exceed 100–150 milliseconds per communication round, and that variance compounds during congestion. Limiting those hops prioritizes execution stability within regions rather than maximizing geographic dispersion. During volatility, that stability matters, particularly when payment settlement must remain consistent or liquidation timing cannot afford drift.
Transitional architecture is not sufficient for adoption, measurable usage must be demonstrated through simple payment systems, solutions for merchant integration, and fast onboarding processes. It is easier to measure usage through regional transaction volumes, number of active addresses, and participant levels by validators than through the anecdotal nature of narrative growth.
Public data remains limited, which calls for caution. Regional strategy must convert into sustained activity. In infrastructure markets, ambition draws interest. Resilience determines credibility.
@fogo #fogo $FOGO
{future}(FOGOUSDT)
#CPIWatch 🧾🔥 Inflation just took a small step back… but rent is still the loudest voice in the room.
Here’s what the latest US CPI report (Jan 2026, released Feb 13) is really saying in plain English:
• Prices rose a little this month: +0.2% overall.
• Compared to last year: inflation sits at +2.4%.
• Core inflation (the “no food + no energy” version) is +2.5% y/y, with +0.3% on the month.
What moved the needle 👇
• Gas got cheaper (helped a lot): gasoline -3.2% m/m, and energy overall -1.5% m/m.
• Rent/shelter is still stubborn: shelter +0.2% m/m and +3.0% y/y — this is the “sticky” part keeping inflation from fully relaxing.
• A couple of curveballs: airline fares jumped (+6.5%), while used cars slipped (-1.8%).
Market reaction (the mood check) 📉📈
After this softer read, traders leaned a bit more toward the idea that rate cuts could arrive around mid-2026, and yields eased.
One important detail people miss 🧠
BLS also updates seasonal adjustments, which can revise seasonally adjusted CPI going back 5 years—so some “monthly narratives” can shift with revisions.
Next big checkpoint 🗓️
The next CPI release is scheduled for March 11, 2026 (8:30 a.m. ET).
Bottom line: Inflation is cooling, but for the Fed (and your wallet), it still comes down to one thing: housing costs need to calm down for real.
#CPIWatch
ZAMA Token Drops 16% Amid Mainnet Season 1 Launch, High Trading Volumes, and Market Volatility
ZAMAUSDT has experienced a sharp 16.15% price decrease in the last 24 hours, falling from a 24h open of 0.02316 to a current price of 0.01942. This decline is primarily attributed to recent liquidation events and sustained bearish sentiment observed across the market, alongside strong trading volumes and volatility following ZAMA’s Mainnet Season 1 launch and ongoing developer program. Despite active participation on exchanges including Binance, ZAMA’s price has seen heightened selling pressure, likely due to broader negative sentiment and profit-taking after earlier bullish momentum. The current trading volume remains robust, with spot trading activity and a circulating supply of 2.2 billion ZAMA coins, as market capitalization stands at approximately $43.82 million USD.
February 18, 2026
Watching Vanar Chain integrate OpenClaw today felt… different.
Over the past year, we’ve seen countless chains promise to “disrupt AI.” Huge roadmaps. Overengineered whitepapers. Bold claims about the future. And yet, when you look closer, barely anyone is actually building on them.
Why? Because developers don’t migrate just for a narrative. Switching ecosystems is expensive. It takes time, breaks momentum, and introduces risk. Most teams would rather keep shipping than rebuild everything from scratch.
What stands out here is the shift in strategy.
Instead of forcing developers to move, Vanar chose to embed itself. OpenClaw is already being used as an open-source Agent framework. Rather than replacing it, Vanar plugs in through the Neutron API and quietly handles one specific pain point: persistent memory.
No dramatic overhaul. No ecosystem lock-in speech. Just a simple interface that abstracts complex on-chain storage so Agents stop “forgetting.”
It’s not loud innovation. It’s practical infrastructure.
Right now, VANRY sitting around 0.006 looks sluggish. There’s no explosive chart, no viral hype. But toolchain-level integration is sticky. Once something becomes part of a developer’s workflow, replacing it isn’t easy.
If 2026 becomes the year Agents truly take off, it likely won’t be because AI suddenly became smarter. It’ll be because building and scaling Agents became simpler.
And sometimes, the quiet connectors — the ones solving small but critical problems — end up being the most important pieces of the stack.
@Vanar
#vanar
$VANRY
{future}(VANRYUSDT)