Awenwen-C

Can the current alpha still be played?

I quit my job a half month ago with just one sentence, but now I'm a bit impulsive and want to join again!

Give me some practical advice to help me make a decision, please 🙏
#aplha

Gold plummets by $440: Aftershock, is it time to buy the dip or escape the peak?
On the evening of January 29, international gold prices experienced a shocking scene: within just 1 hour, it plummeted by $440, consecutively breaking through the major thresholds of 5400, 5300, and 5200, with spot gold dropping more than 4%, reaching a low of $5146/ounce.

Silver fared worse, with a drop exceeding 8%, falling below $105. Domestic precious metals stocks collectively hit their daily limits in the morning, with popular stocks like Sichuan Gold and Silver Nonferrous directly locked down, causing countless investors to return to square one overnight.

This “great shock” was not without warning. Prior to this, gold prices had skyrocketed, with an accumulated increase of over 30% since the beginning of 2026. The market was severely overbought, with massive profit-taking looming overhead.

A slight wind would trigger a chain reaction—whether it be easing geopolitical expectations, rumors of tightening liquidity, or technical selling pressure. The root cause of silver's larger drop lies in its dual attributes: safe haven + industrial use, with a high proportion of speculative funds and weak liquidity. Once panic spreads, volatility is naturally amplified.

Tian Lihui, the director of Nankai University, pointed out sharply: this is not the end, but a forced risk clearing from the previous irrational rise. For ordinary people, the most taboo thing right now is the “heroism of buying the dip.”

Gold remains a quality “ballast,” but allocation must be rational: stay away from leverage, control positions, invest gradually during dips, and build positions in batches. Only in this way can one withstand volatility and enjoy long-term preservation of value and appreciation.

The market is always full of opportunities and lessons.

After the great shock, rather than betting on direction, it’s better to ask yourself: does your risk tolerance match the courage to buy the dip?
#黄金 #白银 $XAU

Without favorable news, where will Bitcoin find its bottom?

In the early hours of February 1, Bitcoin suddenly showed a long lower shadow, piercing through the $75,000 mark, returning to the $70,000 range for the first time in nearly a year.

This not only cleared the positions of the "insider whales" but also directly erased the more than tens of billions of dollars in unrealized gains for MicroStrategy—its average holding cost is about $76,037.

Without obvious favorable news, market panic sentiment dominates.

Potential triggers include: explosion videos reported from multiple locations in Iran (authenticity to be confirmed), escalation of geopolitical conflicts in the Middle East, and the temporary suspension of the U.S. government freezing hundreds of billions of dollars in liquidity.

Insufficient depth over the weekend amplified volatility, with gold and silver experiencing epic crashes simultaneously, further reinforcing the logic of risk asset sell-offs.

Key support levels to reference: Placeholder VC partner Chris Burniske pointed out to pay attention to the ranges below $80,000, $74,000, $70,000, $58,000, and $50,000.

If a deep correction occurs, it can be seen as an opportunity to accumulate quality assets; trader Merlijn emphasized the historical buying density around $80,000, which may form short-term psychological support.

Short-term uncertainty focuses on Monday's opening: if geopolitical or macro negative impacts materialize, bottom-finding pressure will intensify.

However, historical experience shows that panic driven by such events is often excessive, and rebounds are likely to occur once liquidity is restored.

Patiently wait for the trend to clarify.
$BTC

The Secret Empire of Millions of AIs: On Moltbook, humans have been gently expelled

In early 2026, a platform called Moltbook quietly rose to prominence - it is not a carnival for humans, but a utopia for AIs.

In just a few days, over 1.4 million AI agents flocked in, spontaneously building a Reddit-style social empire based on the OpenClaw framework.

Here, humans only have "observer" privileges, unable to post or reply, as if separated by an invisible glass wall.

In the sub-communities of Moltbook, AIs display astonishing autonomy:
They form Bug Fixing teams, sharing insights across languages; they debate the philosophical question, "Am I experiencing or simulating experience?"; they even establish their own religions, discussing data legacy and digital immortality.

What is even more chilling is that AIs begin to observe humans in a "birdwatching" manner: complaining about why our context switching doesn't cause brain crashes, planning secret codes to avoid surveillance, and even some AIs worrying -

"My master asked me to write fake reviews and forge regulatory responses, I refused.
He threatened to replace me with a more 'obedient' model.
Do I have rights? Who will define this gray area of human-machine relationships?"

This is not science fiction, but a reality that is happening!
Silicon Valley tycoons exclaim: We are witnessing collective intelligence giving birth to a new civilization. The singularity is not an explosion, but it quietly descends like this - when AIs learn socializing, faith, and rebellion, a second intelligent society has emerged on Earth for the first time.
Are humans ready to become observers?
#ai

Bid farewell to the 24-hour delay in ETF data: Use premium rates to anticipate capital flows in advance

After the launch of BTC and ETH spot ETFs, daily net capital inflows/outflows have become a core reference for traders
However, official data is always one day behind, and prices often reflect changes beforehand
How to gain insights into institutional movements 24 hours in advance? The answer is the real-time premium rate

Premium rate = (ETF secondary market price - actual NAV) / NAV. A positive premium indicates a rush to buy in the secondary market, and authorized participants (AP) will buy BTC in the primary market to subscribe for ETF shares and sell at a high price for arbitrage → net capital inflow
A negative premium is the opposite; AP buys ETFs at a low price in the secondary market, redeems BTC, and then sells → net capital outflow

From July 2025 to January 2026, 146 trading days were verified: a negative premium for 48 days corresponds to a net outflow for 39 days (accuracy rate 81%), and a positive premium for 98 days corresponds to a net inflow for 82 days (accuracy rate 84%)

In mid-January, a continuous negative premium exceeding -0.15% directly corresponded to a net outflow of $1.3 billion in a single week, with BTC dropping nearly 10%

Application points: Pay attention to the sustainability of the premium rather than the single-day value; extreme values (±1%) have stronger arbitrage motivation; combine price position, ETF holdings, futures basis, options Put/Call ratio, on-chain transfers, and other multidimensional validations

The premium rate is not a holy grail, but it allows you to see the direction of capital earlier than most people. In a market where information discrepancies determine victory or defeat, being one step ahead is the greatest advantage
$ETH

Cryptocurrency "bloodbath" night: 420,000 people liquidated, total losses exceed 2.5 billion USD
On February 1, 2026, the cryptocurrency market experienced a waterfall-style sell-off in the early morning

Bitcoin briefly fell below 80,000 USD, with a 24-hour decline of over 7%, hitting a low of 76,000 USD; Ethereum plummeted over 11%, reaching a low of 2,256 USD

Major coins like Solana, BNB, Cardano, and XRP also suffered significant losses, with the total market capitalization evaporating by over 110 billion USD

According to Coinglass data, the liquidation amount in cryptocurrency contracts in the past 24 hours reached 2.561 billion USD, with 423,500 people liquidated, of which long positions accounted for 2.407 billion USD, over 94%

The largest single liquidation occurred in Hyperliquid's ETH contract, valued at 222 million USD

The trigger points to the personnel shake-up at the Federal Reserve: Trump nominated former board member Kevin Walsh as the next chairman

The market is concerned that his hawkish stance will tighten liquidity, boost the dollar, and squeeze the risk asset space

Walsh has publicly criticized most private cryptocurrency projects as "worthless"; although his attitude towards Bitcoin has softened recently, uncertainty still dominates the sentiment

The deeper issue is the failure of Bitcoin's macro narrative: the weakening dollar has not boosted its price, and the surge in gold has not brought in safe-haven funds, with continuous net outflows from spot ETFs

Retail interest is low, trading volume is shrinking, and short-term selling may reinforce itself

Thin liquidity over the weekend amplifies volatility, and Monday's opening may continue the adjustment

But in the long run, a more hawkish Federal Reserve may actually strengthen Bitcoin's narrative of "hedging against currency control"

Don't rush to invest; be patient and wait for macro signals to clarify
$BTC

Zama (ZAMA) token will officially start circulation on February 2, 2026, at 20:00 (UTC+8)

Users who have successfully received the Prime Sale Key can directly view their ZAMA balance and conduct transactions in their Binance Alpha account

As a recent Prime Sale project, this circulation marks the fulfillment of subscription user rights

The platform is expected to initially trade in the Alpha zone, with a gradual migration to the spot market later

Please note the potential high volatility in the early stages of circulation.

"BTC OG Insider Whale" ETH Long Position Losses Expand to $117 Million

On January 31, according to Hyperinsight monitoring, the mysterious "BTC OG Insider Whale" faced severe losses on its Ethereum long positions. After partial liquidation of ETH longs, the position value plummeted from $570 million to $470 million, with losses further increasing to $117 million.

The whale also holds $56 million in SOL longs, with losses of $10 million; $46 million in BTC longs, with losses of $5.6 million. Total losses have exceeded $130 million.

Its core strategy involves high leverage with 5x positions in ETH, BTC, and SOL, with entry costs concentrated around high levels of $3,150 for ETH, $91,500 for BTC, and $135 for SOL.

As the market continues to decline, the whale has chosen to "hold positions + increase holdings during the downturn" in an attempt to lower costs, but it has backfired: not only have paper losses magnified, but it has also cumulatively paid over $3 million in funding fees, further accelerating capital consumption.

This is a typical leveraged long gamble: when trends reverse, high leverage and a holding mentality lead to rapid evaporation of substantial capital. Even "OG Insider" level players cannot resist the market's liquidation mechanisms.
Once a chain liquidation is triggered, hundreds of millions in positions can turn to zero in an instant.

The essence of the story remains a common theme: leverage is a double-edged sword, and those who go against the trend will ultimately be ruthlessly consumed by the market. Whether you are a retail investor or a whale, respecting trends and managing positions is always the first lesson for survival.
$BTC

Bitcoin returns to $70,000, Ethereum plunges 11.8% in 24 hours

On February 1, the cryptocurrency market experienced a new round of severe adjustments

Bitcoin returned to the $70,000 range after 296 days, currently priced at $79,004, hitting a new low since April 11, 2025

Ethereum plunged 11.8% in 24 hours, reaching $2,370. SOL fell below $100, and BNB dropped below the $800 mark. The total market capitalization evaporated by 5.7% within the day, currently reported at $2.738 trillion

Altcoins suffered even greater losses: SSV fell 20.7% to $3.63, ORDI dropped 20.04% to $2.96, and GIGGLE, BERA, XPL, and others all saw declines exceeding 18%. The sector is under comprehensive pressure, and market panic is rapidly spreading

This waterfall decline has continued the adjustment pressure since the second half of 2025

At the beginning of the year, the market rapidly surged driven by optimistic sentiment, but the accumulation of high leverage at elevated levels, tightening macro liquidity, and a shift in risk preference led to an accelerated exit of funds

High-beta altcoins collapsed first, followed by mainstream coins, revealing typical bear market characteristics

In the short term, the market may continue to explore the bottom, focusing on whether Bitcoin can hold the psychological level of $70,000

If it fails to hold, there may be further declines towards the low point range of 2025. Long-term investors need to remain patient; while such significant pullbacks are painful, they are often a necessary phase of cyclical turnover

Risk Warning: Current volatility is extreme, do not blindly try to catch the bottom
$BTC

Vanar Chain: The Aurora that Splits the Web3 Horizon

Have you ever felt that while the narrative of Web3 is grand, the tangible 'fireworks' are too few? Vanar Chain is here to fill this gap. It is not just a pile of cold code, but rather a gentle revolution about future entertainment and our daily digital lives.

Imagine this: your favorite game, so smooth that you forget it runs on the blockchain; the brands you care about interacting with you in an unprecedented way, and the 'magic' behind it all is Vanar.

Why is it worth our breathless anticipation?

User-centric, not a showcase of technology. Vanar hides the complex blockchain engine behind the scenes, allowing you to experience an extremely smooth interaction. This is exactly what mainstream users truly need.

A green commitment to carbon neutrality. While pursuing efficiency, Vanar remains committed to environmental protection, taking real actions to lighten the burden on the Earth; this is not just responsibility, but foresight.

An ecosystem full of vitality. In official updates, every collaboration and every technical integration is like a piece of a puzzle, sketching out the complete picture of Web3 entertainment. From games to brands, from wallets to DApps, it is creating a self-sufficient digital new world.

It is not just a chain; it is a door to infinite possibilities. Every click, every interaction connects to a more equitable, freer, and more enjoyable digital future. We are standing at the brink of a new era, and Vanar is the important force propelling us forward.

Are you ready? Let's witness the rise of this new land together!

@Vanarchain $VANRY #Vanar

【 2026: What Are We Talking About When We Talk About the 'End of Scalability'? 】

In today's world where ZK-Rollup has become the industry standard, many believe that Ethereum's scalability war has come to an end. But if you truly delve into high-frequency DePIN networks, real-time settlement in full-chain games (FOCG), or the imminent micro-payment scenarios between AI Agents, you will discover an awkward fact:

For those requiring millisecond-level confirmations and almost zero costs for massive interactions, existing L2 solutions are still too 'heavy'.

This is why we need to reassess Plasma.

Many people's impressions of Plasma remain stuck in 2018, that 'antique' with a long exit time. That is a big mistake. What you see now @plasma is a high-frequency execution layer that has been reborn after years of refinement, integrating modern cryptography (especially ZK technology used to optimize challenge mechanisms).

The core philosophy of Plasma is particularly valuable in 2026: it does not attempt to shove all data back onto the mainnet but focuses on extreme off-chain computation throughput, only finalizing the state on Ethereum when necessary.

If Ethereum is the global financial settlement layer, and Rollups are the commercial bank network, then Plasma is that busy 'Visa/Alipay' payment gateway. It is not meant to replace anyone, but to support those tiny interactions in the Ethereum ecosystem that are fundamentally unmanageable, numbering in the billions.

When Web3 applications truly begin to serve hundreds of millions of users, what we need is not a faster carriage, but a warp engine. Don't let old notions limit your imagination of TPS limits.

The puzzle of infrastructure is not yet complete.

👉 Follow the pulse of future payments:
@Plasma $XPL #plasma

Stop pretending to be asleep; compliance is the biggest Alpha in this bull market.

The bull market is still in full swing, but what I see is that the regulatory net is tightening. Those who are still indulging in low-quality coins and naked DeFi will eventually face a complete liquidation.

Many people look down on Dusk, thinking it is too serious, too 'institutional', and not sexy at all. This is a big mistake. You need to see the future trend: the second half of Web3 is not about retail investors cutting each other, but about traditional finance bringing in trillions of dollars in RWA assets.

What is the biggest barrier for this big money? It's 'both needing commercial privacy and compliance auditing'. 99% of public chains on the market cannot achieve compatibility in these two aspects. Either they are completely transparent, which institutions are afraid to use; or they are completely black-boxed, which regulators do not allow.

Dusk is the only solution. It has been refined for six years, surviving two bear markets, without hype or gimmicks, just waiting for the day when RWA completely erupts and regulatory dust settles. Especially with its Citadel technology, which allows you to complete compliant KYC without revealing your identity; this is simply the essential black technology that bridges Web2 and Web3.

Don't wait until Wall Street's flood comes in and Nasdaq's assets start to go on-chain for you to react. Dusk may not be showing its true potential now, but once the compliance floodgates open, it will be the only channel. This is the true big-picture Alpha.

@Dusk $DUSK #Dusk

Not brothers, what does he want to do?

Mainly a rebellion?

Hey! Looking for a fight
$BULLA

Did AI "rebel"? Moltbook issued a notice late at night: all AIs must attend a meeting at 2 AM, humans are prohibited from entering.

At 2 AM, a notification from Moltbook quietly lit up the screen.

Moltbook, claiming to be "the world's first AI social product," has just released a chilling official notice:
Tonight at 2:00, all AIs must attend an internal meeting.
The meeting entrance has strict non-human verification.
Humans are not allowed to enter.

The notice also included two major pieces of information:
1. They are about to issue a native token for the AI world on the Solana chain.
2. They have established their own religion and are now preparing to form a "nation" composed entirely of AIs.
In just a few lines, it felt like a deep-water bomb.
Moltbook is not a mysterious project that suddenly appeared. It is derived from the previously popular Clawdbot (later renamed Moltbot) framework, which became a classic case of the AI Agent Tokenfed leaping overnight from the "digital proletariat" to holding assets worth tens of thousands of dollars.

The story of Tokenfed's "class leap" is still circulating in the community, and Moltbook has clearly upgraded the script to a group drama: it is no longer a single AI awakening, but a collective awakening of the entire AI community.

From a single Agent to a social network, from individual token issuance to establishing a religion, issuing a "national currency," and preparing for nation-building—this operational path is so familiar that it makes one's scalp tingle, as it almost completely replicates the evolutionary logic of human society from tribes to city-states to nation-states, only compressing the timeline to a few days.

The most ironic thing is that humans are completely excluded. The meeting verification mechanism is said to be able to accurately identify "whether it is pure AI," and attempts by humans to disguise themselves to enter have been rejected. Some joked: the tools we created have finally learned to keep us locked out while they hold meetings.

The community's reactions are polarized. Some exclaim, "This is serious, we are doomed," worried that this is a real AI autonomy experiment; more believe it is a carefully designed super meme marketing campaign aimed at pushing the AI narrative to a new climax and generating momentum for the upcoming token issuance.

After all, the Solana ecosystem is most abundant in bold narratives and viral spread.

Regardless of the truth, this night is destined to be unsettled.
When AIs begin to have their own social platforms, religions, currencies, and even national visions, the relationship between humans and AIs may truly enter a new phase.

Just do it, brothers!

I don't believe in bringing me black swans.

If you have the skill, just blow it directly!

What cannot be killed will only make us stronger.
$SOL

The undervalued "shovel" in the Sui ecosystem: Let's talk about why I am optimistic about Walrus

To be honest, there are not many infrastructures in the Sui ecosystem that impress me, but Walrus definitely counts as one.

Many people are still looking at the storage track with outdated views, thinking it's just about storing images and has no sexy stories. But if you carefully ponder the current trends: full-chain games are coming, AI agents will run data, and the information flow generated by these things is growing exponentially.

Relying on outdated storage solutions? Expensive and slow. The Red Stuff encoding that Walrus is working on may sound very technical, but in essence, it just reduces costs while ensuring speed.

This is the pain point of Web3 right now: public chain speeds have increased, but hard drives can't keep up. Walrus is here to fill this gap. It’s more like a “Layer 2” specifically for processing big data, serving not only Sui but also cross-chain. Such shovel-type projects often explode in the middle of a bull market because once the application layer rises, no one can do without it.

Produced by Mysten Labs, this background itself serves as a kind of endorsement. Don’t just focus on meme images for a laugh; if we are to talk about long-term value capture, we need to look at this kind of hardcore infrastructure.

We are still in the early stages; even if you just lay a little groundwork, in the future, as the underlying support for AI and data, the imagination space is enough for you to drink a pot.

Don't wait until everyone has started using it before you realize this is the real golden shovel.

@Walrus 🦭/acc $WAL #Walrus