Core Viewpoint - The cryptocurrency market experienced a significant sell-off over the weekend, with Bitcoin dropping below $80,000 to its lowest level since April of the previous year, continuing a month-long downward trend. This sell-off was triggered by the nomination of Waller as the next Federal Reserve Chairman, negatively impacting both cryptocurrencies and precious metals like gold and silver, as market bets on dollar depreciation began to unravel [1][9]. Group 1: Market Performance - Bitcoin's price fell sharply, reaching a low of $75,709.88, with a one-day drop of 10% [1]. - Ethereum and Solana saw even steeper declines, with drops of 17% and over 17%, respectively [1]. - The total market capitalization of cryptocurrencies decreased by approximately $111 billion within 24 hours [1]. Group 2: Market Dynamics - The sell-off occurred in a context of thin liquidity and limited buying interest, leading to a total decline of over 30% for Bitcoin [3]. - Approximately $1.6 billion in long and short positions were liquidated, primarily in Bitcoin and Ethereum, with most liquidations happening in the last four hours [4][3]. - Retail investor interest is reported to be extremely low, with trading volumes expected to remain subdued for the next one to two quarters [6]. Group 3: Regulatory and Geopolitical Factors - The geopolitical tensions between Israel and Iran may also influence Bitcoin prices, as recent events have raised concerns in the market [9]. - Delays in new regulatory frameworks for the cryptocurrency industry have further weakened interest in digital assets, as the Senate committee shifted focus away from cryptocurrency legislation [9]. - Despite Waller's previous positive remarks about Bitcoin, his nomination appears to have reversed the upward momentum in both precious metals and cryptocurrencies [9]. Group 4: Investment Sentiment - Traditional safe-haven assets like gold and silver have regained favor among investors concerned about fiat currency, while Bitcoin has failed to attract significant inflows despite the recent surge in gold prices [7]. - The lack of buying interest highlights the challenges Bitcoin faces in its role within broader investment portfolios, as it struggles to serve as both a momentum trade and a hedge against currency depreciation [8].

来源：C Labs 加密观察 在1011事件之前，BTC走势和黄金、美股高度一致，都在特朗普上台后的乐观情绪中狂飙：BTC一度冲 上12万+美元高点，黄金也创历史新高，美股科技股同样火热，大家都是一个节奏的。 加密市场又双叒雪崩了．．．（前几天发的这张图含金量持续上升ing） 很多人把这次暴跌归咎于加密社区内部的巨大分裂——围绕去年10月11日（简称"1011事件"川普重启关 税战！加密市场暴跌．．．）责任归属的撕逼战越演越烈，双方阵营剑拔弩张，逐渐升级到神仙打架。 加密市场在1011后流动性本就脆弱，这场"内战"成了压垮骆驼的最后一根稻草，导致现在一片生灵涂 地。 01 1011的锅有多大？ 但1011之后，投资加密货币的韭菜们似乎意识到，加密市场的太草台班子了，原来市场还能有这么个跌 法！ | 热门 涨幅榜 | | 跌幅榜 新币上线 | 24h成交额 市值 | | | --- | --- | --- | --- | --- | | 而种 | 现意 | 导起 | | | | 名称 | | | 最新价 | 24h涨跌幅 | | TUT | | | 0.00063 | -99.28% | | | | | $0. ...

Core Insights - The cryptocurrency market has experienced a significant downturn, with Bitcoin dropping below $80,000 and other major tokens like Ethereum and Solana seeing declines of over 10% and 11% respectively [1][4] - The total market capitalization of cryptocurrencies has decreased by approximately $111 billion in the past 24 hours, with over 400,000 investors facing liquidations amounting to around $2.5 billion, primarily in Bitcoin and Ethereum [4] Market Reactions - Bitcoin has shown little response to market changes that would typically be favorable, such as a weakening US dollar and rising gold prices, indicating a lack of investor interest in digital assets [5] - The absence of sustained buying pressure has led to renewed skepticism regarding Bitcoin's role in asset allocation, as it has failed to act as a hedge against currency devaluation or attract funds during periods of geopolitical tension [5] Investor Sentiment - Analysts suggest that current price levels indicate extremely low retail interest, with trading volumes expected to remain subdued for another one to two quarters [5]

Group 1 - The cryptocurrency market experienced a significant downturn, with Bitcoin dropping below $80,000 and Ethereum falling over 10% [1][4] - The total market capitalization of cryptocurrencies decreased by approximately $111 billion in the past 24 hours, with over 400,000 investors facing liquidations amounting to around $2.5 billion, primarily in Bitcoin and Ethereum [4] - Bitcoin has shown little response to market changes that would typically be favorable, such as a weakening dollar due to concerns over government policy risks [5] Group 2 - The recent surge in gold prices did not lead to a corresponding increase in Bitcoin, indicating a lack of investor interest in digital assets [7] - The ongoing regulatory uncertainty in the U.S. cryptocurrency market has further diminished investor confidence, leading to skepticism about Bitcoin's role in asset allocation [7] - Analysts suggest that the current price levels indicate extremely low retail interest, with trading volumes expected to remain subdued for one to two more quarters [8]

| 1小时爆仓 | $985.68万 | 4小时爆仓 | $12.01亿 | | --- | --- | --- | --- | | 念車 | $174.12万 | 念車 | $11.35亿 | | 空車 | $811.56万 | 空車 | $6666.38万 | | 12小时爆仓 | $23.33亿 | 24小时爆仓 | $25.29亿 | | 念東 | $22.20亿 | 念車 | $24.03亿 | | 空車 | $1.13亿 | 空車 | $1.26亿 | 记者丨曾静娇 吴斌 编辑丨刘雪莹 周末，比特币持续下挫。 截至北京时间2月1日6:30左右， 比特币跌破79000美元关口， 报78130美元/枚， 跌至2025年4 月以来的最低水平。 以太坊、SOL、狗狗币等跌超10%。 CoinGlass数据显示，最近24小时， 全球共有超41万人被爆仓 ，爆仓金额高达25.29亿美元 （约合人民币175.8亿元。） 需要警惕的是，量子计算机理论上可以破解比特币的加密算法，逆向工程推导出用于授权转账 的私钥。Jefferies全球股票策略主管Christopher Wood将比特币从其投资组合中完全剔除，担 ...

Core Insights - The Norwegian Government Pension Fund is projected to gain indirect exposure to approximately 9,573 BTC by 2025 through investments in crypto-related publicly traded companies, representing a year-over-year increase of about 149% [1] Group 1: Investment Details - The indirect exposure to Bitcoin primarily stems from investments in companies such as Coinbase, Marathon Digital, and Metaplanet [1]

联邦选举委员会文件显示，Winklevoss 兄弟于 2025 年 8 月向该 Super-PAC 转入 188.45 枚 BTC，当时比 特币价格约 11.4 万美元。由于未及时兑换为现金，截至 12 月 31 日比特币价格已下跌约 23%，使该笔 捐款账面价值减少近 500 万美元。此外，Digital Freedom Fund 还收到来自 Kraken 运营方 Payward 的 100 万美元现金捐款。 （来源：吴说） 据彭博社，由 Gemini 联合创始人 Cameron 与 Tyler Winklevoss 发起的政治募资团体，在 2025 年最后五 个月共筹集逾 2200 万美元，但因比特币下跌，其部分捐款价值明显缩水。 ...

Group 1: Binance and Tether Developments - Binance announced plans to convert its SAFU fund's $1 billion stablecoin reserve into Bitcoin reserves, aiming to complete the conversion within 30 days and maintain a minimum fund value of $800 million through additional Bitcoin purchases if necessary [1] - Tether has become the largest holder of gold reserves outside of sovereign nations and banks, with over 140 tons valued at approximately $24 billion, surpassing the official reserves of countries like Australia and Saudi Arabia [1] Group 2: Regulatory Updates - SEC Chairman Paul Atkins expressed support for allowing investors to allocate cryptocurrencies in 401(k) retirement accounts, emphasizing the need for clear regulatory frameworks to ensure market transparency and investor protection [2] - The SEC clarified that tokenized securities may require registration, categorizing them into issuer-led and third-party led, with the latter potentially subject to stricter regulations due to additional counterparty risks [3] - The UK government directed banks to provide services to cryptocurrency businesses, aiming to reduce the debanking phenomenon while ensuring compliance with anti-money laundering and anti-terrorism financing obligations [4] Group 3: Market Trends and Insights - PayPal's survey indicated that large enterprises are driving the adoption of cryptocurrency payments, with about 40% of merchants accepting crypto payments and a significant portion reporting increased sales [8] - Coinbase's report highlighted that Bitcoin is entering a more stable and resilient phase, with reduced sensitivity to market shocks and a shift in institutional investor preferences towards options hedging rather than high-leverage futures positions [8] Group 4: Company Activities and Financing - South Korea's third-largest cryptocurrency exchange, Coinone, is up for sale, with its major shareholder considering various options for divesting shares [5] - Tether launched USA₮, a dollar-pegged stablecoin compliant with the GENIUS Act, aimed at institutional payments and financial infrastructure [7] - Robinhood invested in the cryptocurrency trading platform Talos, which is valued at $1.5 billion, indicating ongoing interest in crypto infrastructure [10]

（来源：吴说） Bitwise 首席投资官 Matt Hougan 在采访中表示，在未来 20 年内，比特币价格有望达到约 650 万美元。 他指出，当前加密市场正处于熊市底部后期阶段，短期内比特币或在 7.5 万至 10 万美元区间震荡，但 并不改变其长期看涨判断。他认为，比特币在 2025 年避免更大跌幅，主要得益于企业与 ETF 的持续买 入；同时，黄金上涨反映了市场对法币贬值与资产没收风险的担忧，这一趋势长期将利好比特币。 他透露，部分央行已开始就比特币进行初步研究，但真正配置仍需 10–20 年。其长期价格预测基于全球 债务扩张、货币超发与比特币数字黄金属性，而非短期采用率变化，并认为 2026 年整体基本面依然向 好。（CoinDesk） ...

Group 1 - The cryptocurrency concept stocks experienced significant declines, with Blue Ocean Interactive (08267) down 5.56% to HKD 0.34, OK Blockchain (01499) down 2.13% to HKD 0.184, and OSL Group (00863) down 1.41% to HKD 16.76 [2] - On January 29, Bitcoin price fell below USD 85,000 for the first time in two months, dropping as much as 6.8% to a low of USD 83,240, the lowest level since November 21 of the previous year [2] - Ethereum, Dogecoin, Cardano, and Solana all saw declines of at least 7% [2] Group 2 - On January 30, Bitcoin continued to approach USD 81,000, with a daily drop exceeding 4% [2] - Chris Newhouse, the business development director of Ergonia, noted that the weak performance highlights the positioning of crypto assets in the market, often acting as a "leveraged amplifier" of traditional risk assets [2] - The ongoing pressure on tech stocks has further amplified the overall selling sentiment in the digital asset market, with over-leveraged long positions being liquidated, creating mechanical selling pressure that exacerbates the already fragile market [2]