小海聊币圈

Event Overview: Colombian pension fund AFP Protección launched a Bitcoin investment product, providing qualified investors with $BTC exposure.

Key Data: Managed assets of $22 billion, initial allocation of $50 million, expected to launch in Q2 2026.

Market Reaction: $BTC briefly surged 3% to break $88,000, with significant inflow of funds into Latin American cryptocurrency ETFs.

Operation Tips: Pay attention to whether it can hold above the dollar; if it breaks above the dollar, increase positions; Latin American concept coins like RSR and $MATIC can be laid out with a light position.

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$BTC The risk aversion sentiment impacted the market at midnight, causing a drop from $89,000 to $86,035, with a liquidation of $664 million in 24 hours.
Key data: Current price $87,500, drop of 2.8%, over 200,000 liquidations.
Market reaction: Funds view cryptocurrencies as "risk assets," diverging from gold trends, with institutions on the sidelines.
Operation tip: Pay attention to the support level of $86,000-$86,500; if it breaks, look for $85,000; if it stabilizes at $88,000-$88,500, the downward trend may pause.

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Scroll co-founder Kenneth Shen's X account was hacked this morning, with hackers impersonating the X official team to send phishing messages to KOLs in the crypto industry. The account has over 100,000 followers, and the hackers created panic by threatening account freezes within a 48-hour limit. Blockchain security researcher Wu Blockchain has issued a warning; the price of the $SCROLL token has not shown significant fluctuations yet, but the security incident may affect sentiments in the Layer2 track. Do not click any suspicious links in operations, immediately enable two-factor authentication (2FA), and verify communication information through official channels.

This morning, the cryptocurrency market saw a sharp decline across the board, with ETH dropping over 5%, triggering panic in the market.
Currently reported in US dollars (ETH fell to 2800 dollars (-5.14%), trading volume of mainstream coins surged by 40%.
Safe-haven funds flowed into gold and silver, with gold breaking through the dollar mark and silver soaring by 6%, while risk appetite sharply contracted.
In the short term, observe the support at the dollar level, and aggressive investors may consider small positions to bet on a rebound from ETH's oversold condition.

Submitting the S-1 application for the spot BNB ETF to the SEC, planning to list on NASDAQ (code GBNB). $BNB has a market value of approximately $120.5 billion, with a current price of $890-900, and a 24-hour trading volume of about $1.5 billion. After the news, the price remained stable, with BTC and $ETH not reacting, as the market waits for the SEC's approval progress. Watch for the opportunity for $BNB to break through $900, and if it stabilizes, look up to $950-1000; those who are cautious should wait for approval signals before re-entering the market.
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#美国加密市场法案延迟
The U.S. cryptocurrency market bill has been repeatedly delayed. On the surface, it appears to be an issue of legislative efficiency, but in reality, it reflects that the negotiation between the traditional financial system and the crypto world has not yet reached an agreement.
For the crypto community, delays do not equate to negative news. On the contrary, this state of being "up in the air" actually gives the market some breathing room in the short term. Once the real regulations are implemented, many gray areas will be clearly defined, and the impact on small to medium projects may be greater than expected.
From an asset perspective, $BTC and $ETH are relatively less affected. They have been characterized multiple times by mainstream institutions and are more often viewed as commodities or foundational networks. The ones truly under pressure may be certain altcoins, projects with overly strong anonymity, or those with vague narratives. Once the bill is clarified, their survival space will be quickly compressed.
Another overlooked point is that the delay in the bill is also accelerating the geographical migration of capital and projects. When the regulatory stance in the U.S. is inconsistent, funds will naturally seek clearer judicial jurisdictions, which itself is a reshaping of the global cryptocurrency market structure.
From a longer-term perspective, the U.S. cannot remain absent from the establishment of cryptocurrency regulations for long. The current delay is essentially a struggle for discourse power regarding "who will manage and how to manage." When the bill is truly advanced, the market will not face uncertainty but rather a new period of adaptation and reshuffling.
For ordinary investors, what is more important at this stage is not to bet on the rhythm of policies, but to identify which assets can exist long-term under the regulations and which ones rely solely on regulatory gray areas for survival.

#达沃斯世界经济论坛2026
When mentioning the 2026 Davos World Economic Forum, I feel that the biggest signal for the cryptocurrency space is not 'bullish or bearish,' but rather that crypto assets are being fully integrated into the mainstream narrative.
In the past two years, Davos's attitude towards cryptocurrencies and blockchain has changed significantly. Previously, discussions focused more on 'risks,' 'bubbles,' and 'should we regulate,' while now the discussions are about how to regulate, who will regulate, and how to unify the rules. This itself indicates a problem: the cryptocurrency space can no longer be considered a marginal experiment, but is viewed as part of the global financial system.
For cryptocurrency investors, this change is a double-edged sword. On one hand, once a consensus on regulation is formed, it will definitely compress the space for wild growth in the short term, making it increasingly difficult for air projects and extremely high-leverage strategies to survive; on the other hand, clear rules are inherently a long-term positive, especially for assets like $BTC and $ETH , which have been repeatedly validated by institutions.
Personally, I am more concerned about the discussion at Davos regarding 'digital currencies and national sovereignty.' Whether it be stablecoins, RWA, or various countries' digital currency systems, they are all intersecting with the crypto world. In the future, the cryptocurrency space may no longer be about 'countering traditional finance,' but rather being split, absorbed, and integrated into the existing system.
Therefore, from the perspective of Davos in 2026, the real change in the cryptocurrency space may not be wild fluctuations, but rather a transition from a chaotic era to a mature phase constrained by global rules. Opportunities still exist, but the gameplay will definitely change.

In the short term, it seems very tough;
In the long term, costs will basically be distributed—
either companies bear it, or consumers bear it.
It is pressure for Europe, and actually pressure for the U.S. itself as well.
Those who end up paying are rarely the ones who shout slogans.
So with this kind of news, it's fine to watch the excitement, but don't just pay attention to the ups and downs of the day; the changes in the following months are the focus.
#特朗普对欧洲加征关税

#下任美联储主席会是谁？ The position of the Chair of the Federal Reserve, to put it bluntly, is not something you can just manipulate however you want.

Inflation is there, debt is there, and market sentiment is also there.

If you change the person, the style may change, but it’s difficult to suddenly shift the overall direction.

So rather than guessing names, it’s better to pay attention to the tone of their recent statements:

Is it stable? Or are they starting to ease up?

These are much more substantial than just betting on the right person.

#特朗普取消对欧关税威胁 Trump has always been like this, first saying the harshest words to make the other party nervous, and when the situation is about right, he will say, 'I can consider it.'

This is more like negotiation skills, not like setting policy tone.

If it were really to be canceled, the documents would have been released long ago.

At this stage, it looks more like testing the waters, sending signals, and pressing for a lower price.

So for ordinary people watching this kind of news, don't get too excited or too optimistic; what he says is not important, what he does next is what matters.

$SOL broke through $130, with a 24-hour increase of over 2%. Current price $130.03, up +2.008%, showing strong performance.

Price trends show a steady rise, breaking key resistance at $129.50, with trading volume increasing simultaneously. Technical indicators confirm a MACD golden cross, RSI rises to 58, still within a healthy range.