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Bullish
Why can Plasma benefit in a bear market? In my experience during bear market seasons, I often notice one thing: projects that rely on old stories weaken very quickly, while projects that are truly building can survive, such as @Plasma . When the market declines, speculative activities drop sharply. However, stablecoins are still used: to preserve value, transfer money, make payments, and wait. That demand does not disappear with the cycle. It just becomes quieter. Plasma $XPL is one of the layer 1 solutions with low fees that can be used without needing a native token, making it very convenient and focusing on stablecoin transfers, which makes it less dependent on market excitement. Of course, a bear market also exposes weaknesses. Low revenue, reduced incentives, and the patience of validators are tested. In my opinion, if Plasma can maintain well during periods of low liquidity, then when the market rises again, it is quite a promising project, guys. @Plasma #Plasma $XPL
Why can Plasma benefit in a bear market?

In my experience during bear market seasons, I often notice one thing: projects that rely on old stories weaken very quickly, while projects that are truly building can survive, such as @Plasma .

When the market declines, speculative activities drop sharply. However, stablecoins are still used: to preserve value, transfer money, make payments, and wait. That demand does not disappear with the cycle. It just becomes quieter.

Plasma $XPL is one of the layer 1 solutions with low fees that can be used without needing a native token, making it very convenient and focusing on stablecoin transfers, which makes it less dependent on market excitement.

Of course, a bear market also exposes weaknesses. Low revenue, reduced incentives, and the patience of validators are tested.

In my opinion, if Plasma can maintain well during periods of low liquidity, then when the market rises again, it is quite a promising project, guys.
@Plasma #Plasma $XPL
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After a heated uptrend, the market faces a short-term downtrendThe downtrend cycle is gradually revealing itself, not necessarily due to a specific shock but because the market structure is starting to weaken after a prolonged upward phase. As leverage accumulates and liquidity contracts, even small corrections can create a more pronounced sense of instability than before. In the next 30 days, if $BTC hits levels like $83,000 or $78,000, they could respectively become psychological testing zones, where the market continuously reassesses its risk appetite. The scenario of a deeper pullback to 61k4 sounds difficult, but for me, it still falls within a range of possibility if the downtrend continues to be reinforced.

After a heated uptrend, the market faces a short-term downtrend

The downtrend cycle is gradually revealing itself, not necessarily due to a specific shock but because the market structure is starting to weaken after a prolonged upward phase. As leverage accumulates and liquidity contracts, even small corrections can create a more pronounced sense of instability than before.
In the next 30 days, if $BTC hits levels like $83,000 or $78,000, they could respectively become psychological testing zones, where the market continuously reassesses its risk appetite. The scenario of a deeper pullback to 61k4 sounds difficult, but for me, it still falls within a range of possibility if the downtrend continues to be reinforced.
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Binance's SAFU Fund transfers 1 billion USD to Bitcoin, how does the market react?In March 2023, Binance announced the restructuring of the SAFU Fund with a total value of about 1 billion USD, converting most of its assets to Bitcoin, Ethereum, and $BNB . At that time, the cryptocurrency market was in a weakened phase following a series of events that led to the collapse of many large institutions, low liquidity, and cautious investor sentiment. In the following months, Bitcoin $BTC recorded an increase of about 250%, Ethereum rose by about 200%.

Binance's SAFU Fund transfers 1 billion USD to Bitcoin, how does the market react?

In March 2023, Binance announced the restructuring of the SAFU Fund with a total value of about 1 billion USD, converting most of its assets to Bitcoin, Ethereum, and $BNB .
At that time, the cryptocurrency market was in a weakened phase following a series of events that led to the collapse of many large institutions, low liquidity, and cautious investor sentiment.
In the following months, Bitcoin $BTC recorded an increase of about 250%, Ethereum rose by about 200%.
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Bitcoin is consolidating, but liquidity is quietly concentratingBitcoin: I am noticing that the whale structure is changing. Looking at the on-chain data from the past few days, I see wallets holding 1,000 BTC or more are quietly increasing their holdings. The total number of $BTC controlled by this group is currently around 7.17 million, the highest in four months. At the same time, transactions over 1 million USD are appearing more frequently. To me, this resembles a capital rotation process more than a distribution. Usually, when whales are still trading heavily but have not withdrawn liquidity from the market, they are repositioning rather than offloading.

Bitcoin is consolidating, but liquidity is quietly concentrating

Bitcoin: I am noticing that the whale structure is changing.
Looking at the on-chain data from the past few days, I see wallets holding 1,000 BTC or more are quietly increasing their holdings. The total number of $BTC controlled by this group is currently around 7.17 million, the highest in four months.
At the same time, transactions over 1 million USD are appearing more frequently. To me, this resembles a capital rotation process more than a distribution. Usually, when whales are still trading heavily but have not withdrawn liquidity from the market, they are repositioning rather than offloading.
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BTC loses main support, investors shift to defense$BTC has officially lost the important support zone. However, the bottom level of November is still intact, not breached. This is the last boundary keeping the medium-term structure from completely collapsing. In the current context, the most positive scenario that the bulls can hope for is that prices start to stabilize and that no additional aggressive selling occurs after this breakdown. If the market has a technical rebound back to the lost zone and reacts well enough, then it will be worth discussing the possibility of a reversal.

BTC loses main support, investors shift to defense

$BTC has officially lost the important support zone.
However, the bottom level of November is still intact, not breached. This is the last boundary keeping the medium-term structure from completely collapsing.
In the current context, the most positive scenario that the bulls can hope for is that prices start to stabilize and that no additional aggressive selling occurs after this breakdown.
If the market has a technical rebound back to the lost zone and reacts well enough, then it will be worth discussing the possibility of a reversal.
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🎙️ Do altcoins still have a rally in Q1 this year?
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Vision 2026: Vanar Chain wants to become the 'backbone' of the entertainment industryvanar eco When talking about the vision for 2026 of @Vanar , I think the most important question is not how many games they will release or how many big IPs they will sign, but rather: Does Vanar really want to become another entertainment platform, or do they want to be the 'backbone' of the entire digital entertainment industry? These two concepts are often confused, but the consequences are entirely different. The entertainment platform survives on content and attention. The backbone survives on the entire system being forced to operate based on it, even when the end users have no idea what it's called.

Vision 2026: Vanar Chain wants to become the 'backbone' of the entertainment industry

vanar eco
When talking about the vision for 2026 of @Vanarchain , I think the most important question is not how many games they will release or how many big IPs they will sign, but rather: Does Vanar really want to become another entertainment platform, or do they want to be the 'backbone' of the entire digital entertainment industry?
These two concepts are often confused, but the consequences are entirely different.
The entertainment platform survives on content and attention. The backbone survives on the entire system being forced to operate based on it, even when the end users have no idea what it's called.
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Why investors are starting to pull back before altcoin seasonIf it had been a little slower, the market picture at this moment could have been very different. At that time, $BTC traded around the 95–96k region, while Ethereum was around 3,300 USD. From the outside, the market still seems relatively positive: prices are high, supporting information appears frequently, and the story of 'altcoin season' is widely mentioned. However, signals on larger time frames indicate a more cautious perspective.

Why investors are starting to pull back before altcoin season

If it had been a little slower, the market picture at this moment could have been very different. At that time, $BTC traded around the 95–96k region, while Ethereum was around 3,300 USD.
From the outside, the market still seems relatively positive: prices are high, supporting information appears frequently, and the story of 'altcoin season' is widely mentioned. However, signals on larger time frames indicate a more cautious perspective.
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Plasma – Native chain for stablecoins in the RWA era? When talking about RWA, I often see stablecoins regarded as a layer that has 'done its job'. Everyone uses it, everyone understands it, so the narrative quickly jumps to tokenized bonds, on-chain stocks, or digital investment funds. But the more closely I observe, the more I see that stablecoins are actually the largest RWA that has truly operated at a global scale, and also the place where infrastructure begins to reveal its clearest limits. From that perspective, the question of whether @Plasma is the native chain for stablecoins in the RWA era is not merely a slogan, but hits on a very real issue.

Plasma – Native chain for stablecoins in the RWA era?



When talking about RWA, I often see stablecoins regarded as a layer that has 'done its job'. Everyone uses it, everyone understands it, so the narrative quickly jumps to tokenized bonds, on-chain stocks, or digital investment funds.
But the more closely I observe, the more I see that stablecoins are actually the largest RWA that has truly operated at a global scale, and also the place where infrastructure begins to reveal its clearest limits.
From that perspective, the question of whether @Plasma is the native chain for stablecoins in the RWA era is not merely a slogan, but hits on a very real issue.
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Bitcoin Analysis Enters a New Phase: Liquidity, Safe-Haven Role, and Reversal ExpectationsI focus on monitoring liquidity. There are two price zones that I am really interested in and ready to significantly increase my buying scale at $BTC the 75–80k zone, and in a more negative scenario, a retest of the EMA200 line around 60–65k. From a trading perspective, Bitcoin is gradually being positioned by the market as a safe-haven asset, with its price behavior increasingly resembling that of traditional commodities. I believe the likelihood of a reversal phase occurring within the next 2–4 months is high.

Bitcoin Analysis Enters a New Phase: Liquidity, Safe-Haven Role, and Reversal Expectations

I focus on monitoring liquidity. There are two price zones that I am really interested in and ready to significantly increase my buying scale at $BTC the 75–80k zone, and in a more negative scenario, a retest of the EMA200 line around 60–65k.
From a trading perspective, Bitcoin is gradually being positioned by the market as a safe-haven asset, with its price behavior increasingly resembling that of traditional commodities.
I believe the likelihood of a reversal phase occurring within the next 2–4 months is high.
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Bullish
Vanar Chain vs Ethereum: The core differences you need to know I was browsing Square and saw quite a few people discussing @Vanar with Ethereum; the interesting point is not to start from throughput or fees, but from the initial assumptions of each system. Ethereum is built as an open platform for all types of behavior: DeFi, NFT, DAO, financial experimentation. Vanar is not. It starts from a narrower question: how to make high-interaction applications run smoothly. The first difference lies in data handling. Ethereum keeps almost everything on-chain to ensure composability and neutrality, while $VANRY accepts layer separation: on-chain retains what is needed for integrity, off-chain handles heavy and continuously changing data. In return, it provides faster responses and more stable costs for end users. From my perspective, the second difference is the prioritization of experience. Ethereum accepts friction as a consequence of an open system. Vanar tries to make that friction disappear, especially in games and entertainment. In my opinion, Vanar does not replace Ethereum. It exists for use cases that Ethereum, due to its own philosophy, does not prioritize, so each project has its own strengths, my friends. @Vanar #vanar $VANRY
Vanar Chain vs Ethereum: The core differences you need to know

I was browsing Square and saw quite a few people discussing @Vanarchain with Ethereum; the interesting point is not to start from throughput or fees, but from the initial assumptions of each system.

Ethereum is built as an open platform for all types of behavior: DeFi, NFT, DAO, financial experimentation. Vanar is not. It starts from a narrower question: how to make high-interaction applications run smoothly.

The first difference lies in data handling. Ethereum keeps almost everything on-chain to ensure composability and neutrality, while $VANRY accepts layer separation: on-chain retains what is needed for integrity, off-chain handles heavy and continuously changing data. In return, it provides faster responses and more stable costs for end users.

From my perspective, the second difference is the prioritization of experience. Ethereum accepts friction as a consequence of an open system. Vanar tries to make that friction disappear, especially in games and entertainment.

In my opinion, Vanar does not replace Ethereum. It exists for use cases that Ethereum, due to its own philosophy, does not prioritize, so each project has its own strengths, my friends.
@Vanarchain #vanar $VANRY
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A monitored scenario: BTC could adjust to the 32,000 USD level if it repeats the cycle patternToday, there has been a significant drop, many long holders were liquidated for more than 800M$ last night I am recording a scenario to monitor, not to make certain predictions: there could be a large correction, and if the market continues to follow the pattern of 'deep drop after peak' like in previous cycles, then the ~32,000$ level is a point that many people are talking about. The reason is looking back at history, BTC has had very strong declines after reaching cycle peaks:

A monitored scenario: BTC could adjust to the 32,000 USD level if it repeats the cycle pattern

Today,
there has been a significant drop, many long holders were liquidated for more than 800M$ last night
I am recording a scenario to monitor, not to make certain predictions:
there could be a large correction, and if the market continues to follow the pattern of 'deep drop after peak' like in previous cycles, then the ~32,000$ level is a point that many people are talking about.
The reason is looking back at history, BTC has had very strong declines after reaching cycle peaks:
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Bullish
Plasma's potential ranks in the top 10 chains for stablecoin balance @Plasma is a high-performance Layer 1, EVM-compatible. If ranking stablecoin balance, and wondering where Plasma stands, with stablecoins, the determining factor for ranking is not TPS, but where people leave their money when they don't have to think about it. Plasma, in my opinion, has a clear advantage as it was designed around stablecoins from the beginning. Blockspace, fee mechanism, and experience all serve to hold and transfer stable value. This helps Plasma attract capital flows during high payment demand periods, especially with USDT. However, holding money is harder than attracting it. Stablecoin balance is only sustainable when users believe they can withdraw at any time, with predictable costs and time. Plasma needs to prove this not only when the network is calm, but also when the system is under pressure. From my perspective, the potential is there, but whether Plasma can consistently replicate usage habits to turn that potential into a stable position is something we will have to wait for in the future, my friends. @Plasma #Plasma $XPL
Plasma's potential ranks in the top 10 chains for stablecoin balance

@Plasma is a high-performance Layer 1, EVM-compatible. If ranking stablecoin balance, and wondering where Plasma stands, with stablecoins, the determining factor for ranking is not TPS, but where people leave their money when they don't have to think about it.

Plasma, in my opinion, has a clear advantage as it was designed around stablecoins from the beginning.

Blockspace, fee mechanism, and experience all serve to hold and transfer stable value. This helps Plasma attract capital flows during high payment demand periods, especially with USDT.

However, holding money is harder than attracting it. Stablecoin balance is only sustainable when users believe they can withdraw at any time, with predictable costs and time.

Plasma needs to prove this not only when the network is calm, but also when the system is under pressure.

From my perspective, the potential is there, but whether Plasma can consistently replicate usage habits to turn that potential into a stable position is something we will have to wait for in the future, my friends.
@Plasma #Plasma $XPL
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Bitcoin is again rejected at 90,000 USD: Waiting for a breakthrough at 93,000 USDI see Bitcoin being rejected at the 90,000 USD mark, and this time it feels not because the market is 'afraid' but because the push isn't clean enough to break through the technical and psychological barriers. The recovery momentum before the FOMC meeting on Wednesday stalled quite predictably: it hit a strong resistance area, ETFs haven't pumped in new demand, so the price was pulled back to the accumulation area. Since January 20, $BTC has been almost stuck in the 86,000–90,000 USD range. I've noticed that the 86,000–87,000 USD area is where prices have returned to test multiple times, and a notable point lies around the 100-week moving average of about 87,500 USD.

Bitcoin is again rejected at 90,000 USD: Waiting for a breakthrough at 93,000 USD

I see Bitcoin being rejected at the 90,000 USD mark, and this time it feels not because the market is 'afraid' but because the push isn't clean enough to break through the technical and psychological barriers.
The recovery momentum before the FOMC meeting on Wednesday stalled quite predictably: it hit a strong resistance area, ETFs haven't pumped in new demand, so the price was pulled back to the accumulation area.
Since January 20, $BTC has been almost stuck in the 86,000–90,000 USD range. I've noticed that the 86,000–87,000 USD area is where prices have returned to test multiple times, and a notable point lies around the 100-week moving average of about 87,500 USD.
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Why Bitcoin Could Rise Faster than Gold, Even Though Its Scale Is Still Small?Bitcoin is often called 'digital gold', but upon closer inspection, these two operate very differently, and it is precisely these differences that sometimes create room for $BTC to accelerate more strongly (in percentage terms), even though its current scale is still much smaller than gold. In the past 12 months, $BTC has been significantly outperformed by gold in terms of performance (according to data cited in the article): Bitcoin dropped about 13.25% while gold increased nearly 100%. The question is: if gold has already run ahead, does BTC have a chance to 'catch up'?

Why Bitcoin Could Rise Faster than Gold, Even Though Its Scale Is Still Small?

Bitcoin is often called 'digital gold', but upon closer inspection, these two operate very differently, and it is precisely these differences that sometimes create room for $BTC to accelerate more strongly (in percentage terms), even though its current scale is still much smaller than gold.
In the past 12 months, $BTC has been significantly outperformed by gold in terms of performance (according to data cited in the article): Bitcoin dropped about 13.25% while gold increased nearly 100%. The question is: if gold has already run ahead, does BTC have a chance to 'catch up'?
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The potential of RWA + AI on Vanar: Market predictions for 2026 If you ask me, 'What will RWA + AI on look like in 2026?', I think the answer does not lie in a price spike or a new narrative being pumped up, but in how the market begins to use blockchain as a serious infrastructure layer for real assets. RWA is not like early-stage DeFi, where everything could be permissionless and flexible to the point of chaos. When real-world assets enter on-chain, everything must be tied to data, compliance, and responsibility. And this is the context in which Vanar is trying to position itself.

The potential of RWA + AI on Vanar: Market predictions for 2026


If you ask me, 'What will RWA + AI on
look like in 2026?', I think the answer does not lie in a price spike or a new narrative being pumped up, but in how the market begins to use blockchain as a serious infrastructure layer for real assets.
RWA is not like early-stage DeFi, where everything could be permissionless and flexible to the point of chaos. When real-world assets enter on-chain, everything must be tied to data, compliance, and responsibility. And this is the context in which Vanar is trying to position itself.
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Plasma in the increasingly centralized context of L2If you look at the current L2 landscape of Ethereum, I think there is a quite clear feeling but rarely expressed directly: L2 is becoming more centralized, not less. Centralized sequencer, centralized governance, centralized upgrade roadmap, even many operational decisions leaning more towards 'off-chain trust' than 'on-chain guarantee'. This is not necessarily bad, but it raises an important question: in that context, where does Plasma stand, and why is it being mentioned again?

Plasma in the increasingly centralized context of L2

If you look at the current L2 landscape of Ethereum, I think there is a quite clear feeling but rarely expressed directly: L2 is becoming more centralized, not less. Centralized sequencer, centralized governance, centralized upgrade roadmap, even many operational decisions leaning more towards 'off-chain trust' than 'on-chain guarantee'.
This is not necessarily bad, but it raises an important question: in that context, where does Plasma stand, and why is it being mentioned again?
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BTC Dominance touches long-term resistance: Is the altcoin season about to return?I am paying attention to the story of 'BTC.D being rejected' because this is often a quite early signal for the money flow that may shift to altcoins. Currently, Bitcoin's dominance ratio is approaching the long-term resistance trendline — if pushed down in this area, altcoins often have more 'stage' in the short term. In 2021, I remember BTC.D also touched the trendline and then turned strongly, and shortly after that was an explosive altcoin season: many coins rose quickly and outperformed compared to $BTC .

BTC Dominance touches long-term resistance: Is the altcoin season about to return?

I am paying attention to the story of 'BTC.D being rejected' because this is often a quite early signal for the money flow that may shift to altcoins.

Currently, Bitcoin's dominance ratio is approaching the long-term resistance trendline — if pushed down in this area, altcoins often have more 'stage' in the short term.
In 2021, I remember BTC.D also touched the trendline and then turned strongly, and shortly after that was an explosive altcoin season: many coins rose quickly and outperformed compared to $BTC .
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Bullish
@Vanar The initial Chain was not created with the ambition of becoming an AI-powered blockchain. Previously, it was known as Virtua, a project focused on the metaverse, NFTs, and digital content. At that stage, Virtua addressed the problem of IP ownership and digital experiences but was still limited by the narrative of content: growth depended on market tastes and attention cycles. The turning point occurred when the team realized that the core issue was not in creating more content but in the underlying infrastructure. Virtua gradually restructured into Vanar $VANRY , shifting its focus to data processing capabilities, low costs, and an almost imperceptible blockchain experience. The integration of AI is not aimed at telling new stories but to optimize content distribution, personalize experiences, and automate operational flows on-chain. In my view, Vanar is not pursuing the AI trend, but because they want to become the foundational layer for entertainment and data applications in the future. When AI needs a transparent environment to record ownership and distribute value, blockchain is no longer a plus but a prerequisite. Vanar is positioning itself right at that intersection. @Vanar #vanar $VANRY
@Vanarchain The initial Chain was not created with the ambition of becoming an AI-powered blockchain. Previously, it was known as Virtua, a project focused on the metaverse, NFTs, and digital content.

At that stage, Virtua addressed the problem of IP ownership and digital experiences but was still limited by the narrative of content: growth depended on market tastes and attention cycles.

The turning point occurred when the team realized that the core issue was not in creating more content but in the underlying infrastructure. Virtua gradually restructured into Vanar $VANRY , shifting its focus to data processing capabilities, low costs, and an almost imperceptible blockchain experience.

The integration of AI is not aimed at telling new stories but to optimize content distribution, personalize experiences, and automate operational flows on-chain.

In my view, Vanar is not pursuing the AI trend, but because they want to become the foundational layer for entertainment and data applications in the future.

When AI needs a transparent environment to record ownership and distribute value, blockchain is no longer a plus but a prerequisite. Vanar is positioning itself right at that intersection.
@Vanarchain #vanar $VANRY
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Bullish
If Ethereum is congested, how does Plasma respond? Crypto enthusiasts are certainly familiar with the scene of Ethereum congestion. I often use @Plasma because the fees are cheap, transferring money is also simple, and there is no need to prepare native tokens to pay fees like on the main chain. But to be honest, whenever the network gets busy, the downsides become clear: long wait times and high fees to push through. There have been times when I needed to withdraw quickly, and the congestion made it frustrating and anxious. Therefore, if you often trade on DeFi, I think it's better to use both networks in parallel to avoid congestion. Usually, transactions run smoothly on Plasma $XPL , but when you need to secure a transaction or handle something important, switching back to Ethereum when the network is less busy will be easier. As for my personal experience, Plasma is quite stable: it runs smoothly and is less congested even with many users. I'm not making any guarantees, but during this cycle, Plasma is a choice worth trying for you, at least to avoid the frustration of congestion and high fees during peak hours. DYOR, everyone @Plasma #Plasma $XPL {spot}(XPLUSDT)
If Ethereum is congested, how does Plasma respond?

Crypto enthusiasts are certainly familiar with the scene of Ethereum congestion. I often use @Plasma because the fees are cheap, transferring money is also simple, and there is no need to prepare native tokens to pay fees like on the main chain.

But to be honest, whenever the network gets busy, the downsides become clear: long wait times and high fees to push through. There have been times when I needed to withdraw quickly, and the congestion made it frustrating and anxious.

Therefore, if you often trade on DeFi, I think it's better to use both networks in parallel to avoid congestion. Usually, transactions run smoothly on Plasma $XPL , but when you need to secure a transaction or handle something important, switching back to Ethereum when the network is less busy will be easier.

As for my personal experience, Plasma is quite stable: it runs smoothly and is less congested even with many users. I'm not making any guarantees, but during this cycle, Plasma is a choice worth trying for you, at least to avoid the frustration of congestion and high fees during peak hours.
DYOR, everyone
@Plasma #Plasma $XPL
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