I'm COLE (also known as Anh Ba Cong in Vietnam).
EA Expert with 4 years in Funds.
20K followers on YT and Binance.
Mastering automated trading together!
What is the most frightening thing when BitMine and Strategy are forced to liquidate?
Hello everyone, here's the situation: we are facing one of the most "brain-intensive" phases of the cryptocurrency market at the beginning of 2026. If you have been fighting here for more than a year, you surely understand the feeling of a racing heart and trembling legs when looking at the red electronic board. But this time, the story is not just about the usual drops from retail investors; it is directly related to the "pockets" of the giants holding the market's fate: BitMine and Strategy.
The market is "on fire" intensely, I'm sure you all are very concerned. At this moment, the skill of "keeping quiet" that I mentioned in the video has become even more valuable. Don't rush to trade or transfer assets in a panic. Sitting still to protect your wallet is the wisest choice right now. I invite you to watch the video to keep a cool head and accompany the market in this financial sector! $BNB $BTC $XAU
Bitcoin heads towards the 82,500 USD zone: Belief from major buy-ins As you can see, despite the sarcastic remarks from Jim Cramer, Michael Saylor is still proving his position as a "dedicated player". That's the situation; Saylor's ability to make strong purchases to push the price of Bitcoin from the 76,500 USD zone back to 82,500 USD is not just a technical action, but also a confirmation of the strength of large capital flows. When the market experiences such strong rebounds, the anxiety of traders will soon be replaced by excitement. #Colecolen Although the 80,000 USD zone has just been breached, once the price returns and stabilizes above 82,500 USD, it will create a huge ripple effect. Many investors will believe that the market has truly reached a bottom and the negative trend has ended. In Crypto, sometimes the trust and capital flow of leaders like Saylor are more important than any dry technical indicators. Be prepared, because when the recovery wave begins, those who dare to believe and support the market at this moment will be the ones who reap the rewards the earliest. $BTC
Ethereum and BitMine's 6 Billion USD Loss: The Dark Side of the Crypto Treasury Strategy
The cryptocurrency market at the beginning of February 2026 is witnessing a seismic shock as BitMine Immersion – the publicly listed company led by strategist Tom Lee – records a massive unrealized loss amounting to 6 billion USD from its Ethereum (ETH) portfolio. This development not only affects the company's stock but also raises significant questions about the sustainability of businesses accumulating digital assets.
Bitcoin in the Tennessee state reserve fund: Opportunity or risk for tax dollars? Although the news that Tennessee wants to include Bitcoin in its reserve fund sounds very exciting, one must also have a clear head to analyze. The situation is this: using public funds – which is taxpayer money – to invest in an asset with strong price volatility like Bitcoin is always a double-edged sword. Although the bill requires extremely strict custody and transparency standards, no one can guarantee 100% about the value of BTC in the short term. #anhbacong Limiting the maximum purchase to 5% each year is a way to minimize risk, but if the market enters a deep correction phase, the pressure on the government will be extremely high. Investors with 1-3 years of experience should carefully observe how they implement it in practice instead of rushing to "jump on the bandwagon" based on news. Public financial investment requires absolute stability, while Bitcoin is still on its way to proving that. We need transparency in transactions and fund management to ensure that the interests of the people are not affected by market fluctuations. $BTC
BitMine lost 6 billion USD: Could this be the final signal of "mopping up"? Looking at the loss figure of 6 billion USD from BitMine, many brothers must be trembling, but let's try to look at it from another perspective. The fact that Tom Lee and BitMine are still determined to accumulate an additional 40,000 ETH early on February 1st shows their unwavering belief in the long-term value of Ethereum. That's how it is, large organizations often have a vision measured in years, not days. #Colecolen Currently, BitMine holds up to 4.24 million ETH. Although the portfolio value has decreased, the income from staking still brings them over 400 million USD each year. This is a huge number that helps them withstand the winter. For you guys, the fact that large organizations are "holding losses" is an opportunity for us to observe attractive discounted price areas. When the "diamond hands" of Wall Street have not yet let go, this correction may just be a stepping stone for a stronger explosion when liquidity returns. Be patient, because opportunities often arise in the midst of the most panicked crowds! $ETH
Zcash (ZEC): Struggling at the threshold of life and death – What is the next scenario? Zcash (ZEC) has just completed its short-term price target at the $270 range and is striving to perform a technical rebound as expected. The fact that the price has regained the important support level of $310 (the 61.8% psychological measurement level) is an encouraging signal, helping to temporarily prevent a deeper fall towards the $200 mark. However, the overall picture has not completely turned rosy. Currently, the $330 mark serves as a decisive barrier in the short term. If it cannot soon surpass and maintain above this level, it is highly likely that ZEC will return to test the $270 area once again. A key indicator to watch is the 200-day moving average (200 SMA). That's the situation, if the price continuously closes candles below this moving average, the market will gradually fall into a state of eroded buying power and head towards the $200 mark. To truly shift to a neutral state, we need to see a strong breakout up to the $450 zone – where both the diagonal resistance of the downtrend and horizontal resistance converge. #Colecolen The biggest lesson here is not to be too "emotionally invested" in the stories portrayed about the project but to focus on what the chart is showing. When you understand the direction of cash flow through the chart, you will inherently understand the story the market is telling. Prioritize strict risk management at these key levels instead of blind expectations. $ZEC
Don't rush to get excited: The $1 million portfolio of the Czech Republic is just a small test Although the information that the Czech National Bank is establishing a Bitcoin portfolio sounds impressive, we need to keep a cool head to look at reality. That's the way it is, $1 million for a central bank is just a drop in the bucket, even lower than the trading volume of a medium-sized shark. This is clearly just a small-scale research project for them to understand the operating mechanism, not a large-scale asset accumulation strategy as many have mistakenly thought. Don't rush to 'jump on the bandwagon' or over-leverage because of this news. Governor Michl emphasizes the importance of 'understanding' and 'experimenting', meaning they are still in the risk observation phase. Their focus on both USD stablecoins and tokenized deposits indicates that the main goal may be control and management rather than full support for Bitcoin's decentralization. In this market, any moves by politicians take a very long time to truly affect prices. Stay calm, keep monitoring, and don't let temporary excitement cloud your personal risk management plans. $BTC
Overview of the U.S. economic calendar this week: How will Bitcoin and Crypto react?
The first week of February 2026 is putting investors in a "holding their breath" state with a series of macroeconomic data that directly impacts global cash flow. From the U.S. jobs report to the interest rate decisions of European central banks, all are important pieces shaping the short-term trends of the cryptocurrency market. Focus on Wednesday and Thursday: A dramatic prelude
The capital management lesson from Tether: How they use gold to protect their empire
Tether and the ambitions of Central Banks: From the USDT empire to a 140-ton gold reserve The cryptocurrency world has just witnessed a historic shift as Tether, the world's largest stablecoin issuer, announced a strategy to become a "global gold custody center." This is not just a typical asset purchase but a strategic move aimed at reshaping the financial order of the future.
The market is highly volatile, but we still have ways to create sustainable passive income. In this video, I will guide you in detail about Binance's referral program – an opportunity for us to support and accompany each other. Instead of being preoccupied with executing trades during turbulent times, sharing this opportunity with friends is the right choice to earn rewards and optimize profits. Watch now so you don't miss out on the benefits, guys! $BNB $BTC $XAU
$ENA ENA: Touching the "life and death" support zone – Opportunity for recovery from the bottom of the price channel? The ENA currency is currently at a crucial technical turning point as the price approaches the extreme support zone on the 3-day (3D) chart. Observing the chart, we see that ENA is moving right at the lower boundary of a long-term downtrend channel – a place where history shows that buying pressure often appears strongly to prevent further declines. The most noteworthy point at this moment is the clear weakening of the Selling side. The situation is such that instead of vertical drops, the selling pressure is showing signs of slowing down, making way for a recovery structure to begin forming. When selling has exhausted right at this solid psychological support zone, a bounce is a very feasible scenario. If buying power remains stable, ENA could trigger a growth trend towards short-term targets at $0.19 and $0.25. In a more optimistic scenario when breaking out of the downtrend channel, further milestones like $0.46, $0.88, or even $1.32 could completely be reached. For investors, this is a phase that requires careful observation. The price maintaining this support zone is a confirmation of the return of the bulls. Pay attention to trading volume; a sudden spike here will be the ignition for a strong recovery cycle. Don’t miss the moment when the spring is tightly compressed right at the strategic bottom.
Economic calendar this week: A golden opportunity for bulls before the jobs report? Hello everyone, this week we have a series of "blockbuster" economic events about to unfold. The focus is on the Non-Farm Payroll (NFP) report on Friday, with a slight increase forecasted to 55,000 jobs. That's the situation; if the actual figures show that the U.S. labor market is still struggling to recover, it will be a very good boost for the sentiment towards risky assets like Bitcoin. In particular, the ECB and the Bank of England are likely to keep interest rates unchanged, creating a stable macroeconomic buffer. With the pressure of rising interest rates no longer too intense, capital will tend to flow back to more promising investment channels. You should take advantage of the fluctuations on Wednesday (ADP report) and Thursday to observe attractive support levels. If the job data is not too bad, this could be a launching pad for BTC to break out again. Don’t worry too much about tariff decisions, as the market usually reflects news in advance. Be patient, the opportunity is very close! $BTC #Colecolen
Tether's Reserve Blind Spots: Risks You Need to Be Aware Of Looking at Tether's reported profit of 10.1 billion USD, it may seem very shiny, but don't forget to closely observe the structure of the reserve assets to avoid complacency. That's the situation, currently there are more than 141 billion USD of Tether's assets tightly linked to U.S. Treasury Bonds directly and indirectly. This means that the stability of USD₮ heavily depends on the health of the U.S. public debt system. If there are significant macroeconomic fluctuations, the pressure on the collateral assets is not small. In addition, their portfolio still contains up to 17.04 billion USD in over-collateralized loans. Although it has been reported as secure, in scenarios of rapid market collapse, liquidating these loans could be challenging. The total amount of circulating USD₮ has surpassed 186 billion USD, a huge figure that requires extremely stringent governance processes. We need to carefully monitor audit reports to ensure that the excess reserve layer of 6.34 billion USD is capable of bearing the load when an event occurs. Never place all your trust in a single basket of assets. $BTC $XAU $PAXG
Tether holds 140 tons of gold: A stepping stone to becoming a new generation central bank? You see, Tether is no longer just a simple stablecoin issuer. By accumulating nearly 140 tons of gold and maintaining a purchasing rate of 1–2 tons each week, Tether is owning the largest gold reserve in the world outside of state banking systems. This shows their extremely long-term vision for a new monetary order, where gold returns to a central position. #Colecolen For you, this is extremely positive news. The fact that USDT is backed by a highly profitable entity with enormous gold reserves will reinforce absolute trust in the Crypto market. Moreover, the emergence of USAt – the stablecoin compliant with the GENIUS Act in the US – will help Tether expand its influence into the "den" of traditional finance. As Tether continues to grow and become more transparent, capital flows from institutional investors will pour into the market stronger, paving the way for a sustainable growth cycle. You just stay confident and support the ecosystem! $XAU $PAXG
PEPE is demonstrating outstanding strength with a beautifully accumulating structure on the weekly chart. The maintenance of important support areas shows that demand is still completely overpowering the sellers. This is a positive signal indicating a strong breakout is imminent. Please pay special attention to holding positions as the capital is prioritizing a return to this top memecoin. $PEPE
Metaplanet Strategy: Diversification or Over-Concentration on Bitcoin? From a capital management perspective, Metaplanet's strategy is a prime example of betting everything on a single asset. That's the situation, raising 137 million USD through stocks and warrants is a smart way to raise long-term capital, but it also brings the risk of asset dilution for existing shareholders. #anh_ba_cong For those with 1-3 years of experience, this is the time to observe rather than act on impulse. Pay attention to whether other companies continue to "mimic" this model. The fragmentation of liquidity among Bitcoin reserve companies can create unpredictable fluctuations for both stock prices and Bitcoin prices. Smart risk management at this moment means closely monitoring the Bitcoin price at 83,000 USD. If this level cannot be maintained, companies using leverage like Metaplanet may face trouble. Keep a flexible position and do not put all your capital into a single scenario, no matter how rosy that scenario may be. $BTC
Transferring insurance funds to Bitcoin: A bold move or hidden risks? Historically, insurance funds have often prioritized stablecoins to maintain fixed value, but converting to Bitcoin is a completely different story. We must remain clear-headed and recognize that Bitcoin, no matter how powerful, is still an asset with significant price volatility. That's the situation; if the market suddenly enters a deep correction phase, the value of the SAFU fund could evaporate quickly just when users need compensation the most. #anhbacong Although the exchange has committed to compensating additional funds if the fund drops below 800 million USD, financial pressure during market panic periods cannot be underestimated. The conversion within 30 days is an effort to mitigate impact, but it also shows an increasing dependence on the stability of BTC. We should not rush to "jump on the bandwagon" of excitement and forget that risk management is the key to survival. We need to closely monitor regular audit reports to ensure that this "shield" is always thick enough to protect the community from any unexpected events. $BTC $BNB
USD remains the "king" despite gold making a strong breakthrough Although the information that gold has surpassed US government bonds in the reserves of central banks sounds shocking, one needs to keep a cool head to see the reality. That's the way it is; gold surpassing bonds only happens in the "non-USD" asset group. In reality, the USD is still absolutely dominant, accounting for about 58% of total global reserves. The 23% share of US bonds, although reduced, is still an indispensable part of the financial system. #anhbacong Many small investors can easily fall victim to FOMO when they see central banks buying over 4,500 tons of gold since the end of 2019. However, diversifying reserves is a long-term defensive strategy; it doesn't mean they will quickly trade all assets in USD overnight. We should not misunderstand this as a complete "usurpation" of the dollar. In investing, excessive excitement can sometimes lead to wrong decisions. Before considering "jumping ship" to other assets, remember that the global financial system still operates on the backbone of the USD. Observe rather than hastily act based on shocking headlines. $XAU $PAXG
Kazakhstan and the mixed reserve strategy: New trends of central banks? Kazakhstan's strategy is an interesting experiment as they exchange part of their gold and foreign currency for cryptocurrency assets. They are not going all-in on Bitcoin but are building a mixed portfolio to spread risk. That's how it is; establishing a dedicated account at the Central Custody and working with venture capital funds shows a very systematic and cautious preparation. #anh_ba_cong For those who have 1-3 years of experience, this is a big lesson in portfolio management. Even a country must consider between traditional assets (gold) and new assets (Crypto). Their utilization of the seized Bitcoin from illicit activities to seed capital for the reserve fund is an intelligent way to optimize resources. We should monitor whether this model succeeds and is adopted by other countries. Instead of being excited or fearful, consider this a milestone in the evolution of the global financial system, where the line between traditional and digital currency is gradually blurring. $BTC