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Check In Weekly, Win Prizes Weekly — Join the Fun!Create Content for HTX and Win a Share of 1000U!Zama: Cross-Chain Privacy Layer with FHEOn-chain analysts warn that Bitcoin’s structure is fragile des

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On-chain analysts warn that Bitcoin’s structure is fragile despite its short-term strength, with a critical support level now defining the market’s next major move.According to on-chain analysis shared this week, Bitcoin must hold above $71,000 to avoid a deeper breakdown. A sustained loss of this level could trigger a capitulation phase similar to the 2022 downturn, with the next major support zone projected near $55,500.Alphractal’s João Wedson notes that disbelief in such downside scenarios mirrors sentiment at previous cycle lows, when market participants consistently underestimated how far prices could fall.These concerns emerge even as Bitcoin posted a 4.04% gain over the past 24 hours, outperforming its recent weekly trends and aligning with a broader crypto market rise of 2.85%.The bounce reflects competing forces, including expanding institutional infrastructure from firms like Fidelity and BlackRock, alongside heightened geopolitical risks that are reshaping global risk appetite. However, whether Bitcoin can strengthen its haven narrative under rising tensions or continue to cede that role to gold remains an open question.Meanwhile, on-chain indicators support the cautious outlook. Data tracking Bitcoin’s Supply in Loss percentage has begun trending upward again, a pattern that historically marks the early stages of bear markets.In prior cycles in 2014, 2018, and 2022, this metric shifted higher well before prices found a definitive bottom, as losses gradually spread from short-term holders to longer-term participants.While the current reading is well below historical capitulation levels, the directional change suggests the market may be transitioning into a bear market structure rather than a routine pullback within a broader uptrend.Analysts emphasize that on-chain metrics often signal stress before it becomes vi

On-chain analysts warn that Bitcoin’s structure is

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Check In Weekly, Win Prizes Weekly — Join the Fun!Create Content for HTX and Win a Share of 1000U! MOLT: Hub for OpenClaw & AI Agents以下是华尔街分析师对IREN盈利不及预期的看法 IREN（IREN）最新财报展现了该公司转型中的现状，其股价目前正为此付出代价。该公司

以下是华尔街分析师对IREN盈利不及预期的看法

IREN（IREN）最新财报展现了该公司转型中的现状，其股价目前正为此付出代价。该公司公布的营收和利润均低于预期，原因是比特币挖矿业务让位于其快速扩张的人工智能云业务。

在2024年比特币减半后，比特币矿工的利润率跌至历史新低，他们正努力转型为数字基础设施提供商，将耗电量巨大的矿场改造为支持人工智能的数据中心，以期获得更稳定、更长期的收入。

IREN是去年表现最佳的股票之一，不仅在加密货币领域，在整个市场也是如此。自去年11月触及接近77美元的历史高点以来，IREN股价有所回落。受周四市场暴跌的影响，IREN股价下跌约20%，周五收于39.77美元，与前一日持平。

IREN已获得与微软合同相关的36亿美元GPU融资，以及19亿美元的客户预付款。管理层表示，这笔资金将覆盖其人工智能业务扩展过程中约95%的GPU相关资本支出。摩根大通分析师雷金纳德·史密斯和查尔斯·皮尔斯认为这一进展令人鼓舞。

据这家华尔街银行称，IREN第二财季营收环比下降，原因是平均算力降低、挖矿数量减少以及比特币价格环比下跌。

挖矿业务的拖累部分被云服务的快速增长所抵消，云服务营收较上一季度翻了一番多，达到1700万美元。这一数字高于摩根大通1400万美元的预期，但远低于华尔街2800万美元的预测。管理层表示，目前所有已投入使用的GPU均已满额签约，摩根大通认为这是一个令人鼓舞的信号，因为该公司正在向人工智能基础设施转型。

成本控制也有助于缓解本季度的业绩下滑。现金销售、管理及行政费用大幅下降至 4300 万美元，同时由于平均算力下降，电力成本也随之降低。因此，经调整后的 EBITDA 达到 7500 万美元，超出银行预期，这主要得益于运营和能源支出的降低。该银行维持对该股的“减持”评级。

投资银行 B. Riley 将 IREN 的目标股价从 74 美元上调至 83 美元，并重申其“买入”评级，认为近期的回调创造了一个极具吸引力的买入时机。

尽管 IREN 第二财季业绩疲软，经调整后的 EBITDA 为 7530 万美元，低于预期，但 B. Riley 仍上调了其评级。B. Riley 表示，IREN 在人工智能转型方面取得的进展掩盖了盈利不及预期的影响，其中包括与微软交易相关的 36 亿美元低成本 GPU 融资、覆盖约 95% GPU 资本支出的 19 亿美元预付款，以及目前已超过 4.5 吉瓦 (GW) 的扩展电力组合。

Compass Point 分析师 Michael Donovan 重申了对 IREN 的“买入”评级和 105 美元的目标价。他表示，尽管近期业绩有所下滑，但最新财报显示该公司已做好更充分的增长准备。他指出，IREN 目前拥有更稳定的电力供应和更清晰的扩张融资计划，这比一个季度业绩疲软更为重要。

Donovan 将第四季度描述为一个变革时期。由于公司减少了比特币挖矿业务，并将设备从老旧的比特币挖矿机更换为用于人工智能的新型芯片，导致营收下降至 1.847 亿美元。尽管如此，随着人工智能相关服务在业务中所占份额的增加，营收结构有所改善。

他指出，与 IREN 的微软项目相关的 36 亿美元融资方案是一个重要的里程碑。此次融资规模超出原计划，资金结构也经过精心设计，将根据项目建设进度和收入合同生效情况分阶段拨付。

多诺万预计，IREN 将于 2026 年第二季度末开始确认来自微软的收入，此后收入将逐步增长。他预计，到 2026 年底，IREN 的年化收入将达到约 34 亿美元。



以下是华尔街分析师对IREN盈利不及预期的看法 IREN（IREN）最新财报展现了该公司转型中的现

200 USDT | Share Insights on 2026 Crypto TrendsCheck In Weekly, Win Prizes Weekly — Join the Fun!Predict BTC's Price & Win 450M $HTX for 30 Days Bitcoin whales dump over 80,000 BTC as holdings hit 9-m

200 USDT | Share Insights on 2026 Crypto Trends

Predict BTC's Price & Win 450M $HTX for 30 Days

Bitcoin whales dump over 80,000 BTC as holdings hit 9-month low

Bitcoin ($BTC) whales and large holders have sharply reduced their exposure as the cryptocurrency slid toward the $60,000 level, according to fresh on-chain data.


Namely, blockchain analytics show that so-called whale and shark wallets, that is, those holding between 10 and 10,000 $BTC, have been steadily reducing their exposure to the asset, judging by statistics published by crypto data intelligence platform Santiment on February 5.


Specifically, these large holders now control “only” 68.04% of the total Bitcoin supply, a nine-month low, having dumped roughly 81,068 $BTC over the past eight days alone. According to the same data, the new figure suggests increased selling pressure from major market participants during the recent downturn.


Small-cap Bitcoin holders continue to buy


In contrast to whales, small-cap Bitcoin investors, often called “shrimps,” appear to be moving in the opposite direction. Indeed, these more modest wallets holding less than 0.01 $BTC now account for 0.249% of total supply, a 20-month high. While the share remains small in absolute terms, Santiment suggests the rise reflects persistent retail dip-buying despite the broader market weakness.


Historically, however, this kind of setup, i.e., large holders distributing coins while retail accumulates, has often marked the early stages of bear market cycles. Accordingly, until retail investors show clearer signs of capitulation, larger players are more likely to remain comfortable selling, feeling little urgency to get back into the market.


In sum, the data appears to suggest that the Bitcoin correction is driven less by panic selling and more by a structural handoff from institutional-scale wallets to smaller, long-term hopeful buyers. This pattern, if history is anything

Bitcoin whales dump over 80,000 BTC as holdings hi

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Check In Weekly, Win Prizes Weekly — Join the Fun!Sent: Building the Open GRID NetworkClaim1,200 USDT in the Monthly Creation Challenge Multiliquid, Metalayer launch instant redemption backstop for RW

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Multiliquid, Metalayer launch instant redemption backstop for RWAs on Solana

Multiliquid and Metalayer Ventures have launched an institutional liquidity facility to provide instant redemptions for tokenized real-world assets (RWAs) on Solana.


The facility allows holders of tokenized assets to convert positions into stablecoins instantly. The vehicle is raised and managed by Metalayer Ventures, with infrastructure and market support provided by Uniform Labs, the developer behind the Multiliquid protocol, according to an announcement shared with Cointelegraph.


“Traditional finance has repo markets, prime brokerage and overnight lending facilities. Tokenized markets have had nothing comparable, until now,” said Will Beeson, founder and CEO at Uniform Labs. “This is the liquidity infrastructure that institutional RWA markets will require at scale.”


Last year, the Bank for International Settlements warned that tokenized money market funds face liquidity mismatches that could amplify stress during periods of elevated redemption demand.


Related: Startale, SBI launch blockchain for institutional FX, RWA trading


Standing buyer delivers instant RWA liquidity


Metalayer’s facility functions as a standing buyer of tokenized RWAs, purchasing assets at a dynamic discount to net asset value.


Metalayer Ventures supplies and manages the capital backing redemptions, while Multiliquid provides the smart contract infrastructure used for pricing, compliance enforcement and settlement.


The vehicle will initially support tokenized assets issued by companies including VanEck, Janus Henderson and Fasanara, covering tokenized Treasury funds and select alternative investment products.


Related: True tokenization demands asset composability, not wrapped bubbles


Solana gains ground in tokenized RWAs


Solana (SOL) has emerged as a growin

Multiliquid, Metalayer launch instant redemption b

Check In Weekly, Win Prizes Weekly — Join the Fun!Create Content for HTX and Win a Share of 1000U! MOLT: Hub for OpenClaw & AI Agents5 Coins Defying the 2026 Crypto Crash: Why These Tokens Are UP The 

5 Coins Defying the 2026 Crypto Crash: Why These Tokens Are UP

The crypto market crashed 20% in early 2026, but 5 tokens are still in the green. Analyze how these altcoins are outperforming Bitcoin.The 2026 Crypto Crash

The start of 2026 has been a trial by fire for digital asset investors. While the year began with high hopes, a sudden deleveraging event saw the total cryptocurrency market capitalization plummet by more than 20% in less than a month. However, market-wide bloodbaths often reveal the "alpha"—projects with enough fundamental demand or narrative strength to decouple from Bitcoin's gravity.

Which coins are up in 2026?

Despite the $Bitcoin price struggling to maintain support, five specific tokens have remained profitable since January 1st, 2026. These assets have defied the downward trend, in some cases posting double-digit gains while the rest of the crypto news cycle remains bearish.

Crypto Market is Decoupling

In cryptocurrency trading, decoupling occurs when the price action of a specific altcoin stops following the price movements of Bitcoin or the Total Market Cap. This usually happens due to project-specific catalysts such as high protocol revenue, a major technological upgrade, or a shift in investor sentiment toward a specific niche (like Perp DEXs or Layer 1 innovations).

Analyzing the 2026 Total Market Cap Crash

Based on the current market data, the total crypto market cap recently shed over $1 trillion in value. This move, characterized by a sharp downward slope on the daily charts, was triggered by institutional outflows and a "negative Coinbase premium."

When the market enters a "risk-off" environment, liquidity usually dries up. However, the tokens listed below have maintained high liquidity and buying pressure.

1. Hyperliquid (HYPE): The Volatility Winner

Hyperliquid has been the standout p

5 Coins Defying the 2026 Crypto Crash: Why These T

Check In Weekly, Win Prizes Weekly — Join the Fun!Zama: Cross-Chain Privacy Layer with FHE MOLT: Hub for OpenClaw & AI Agents Ethereum Libra Formation In Play: ETH’s Next Big Move Could Be Loading Eth

Ethereum Libra Formation In Play: ETH’s Next Big Move Could Be Loading

Ethereum is quietly setting up for a potentially decisive move as the Libra formation remains active on the weekly chart. While confirmation is still pending, the structure has not been invalidated, keeping the upside scenario firmly on the table. With key resistance levels overhead and momentum beginning to stabilize, $ETH may be entering a critical phase where the next major directional move starts to take shape.

Weekly Libra Formation Keeps The Bullish Case Alive

On the X platform, Kamile Uray highlighted that Ethereum is currently forming a Libra pattern on the weekly chart. With the weekly candle yet to close and no invalidation so far, the bullish formation remains active and continues to be a valid scenario.

According to the update, confirmation of a reversal would open the door for a move toward the $4,956 high, but the price may face notable resistance along the way, particularly around the $3,445 level. Kamile Uray noted that a daily close above $2,475 would serve as the first technical signal that upside momentum is strengthening and that the recovery could continue. Failure to sustain movement above this area could delay further progress and keep the price vulnerable to pullbacks.

Since the Libra formation is developing on the weekly timeframe, the pattern would only be considered invalid if Ethereum breaks below the $1,388 low, underscoring the broader, long-term nature of the setup.



Ethereum Libra Formation In Play: ETH’s Next Big M

Check In Weekly, Win Prizes Weekly — Join the Fun!Sent: Building the Open GRID NetworkClaim1,200 USDT in the Monthly Creation Challenge US Stock Indexes High Close Paves Way for Crypto Market Jumps US

US Stock Indexes High Close Paves Way for Crypto Market Jumps

US stock indexes, S&P 500, Nasdaq, and Dow, ended higher this Friday.


The crypto market noted an increase of 7.49% in its market cap.


There are a few possible factors behind this rally.


Three US stock indexes have ended Friday on a high note, possibly paving the way for a surge in the global crypto market. It comes around the time when India & the US announced interim deals and Mary Daly expressed the need for further rate cuts. Kalshi Traders expect lower chances of $ATH for $BTC and $ETH in 2026.


A High for US Stock Indexes


S&P 500, Nasdaq, and Dow, all three US stock indexes, ended on a high note, with Dow recording the highest gain of 2.47%. It was followed by Nasdaq (2.18%) and S&P 500 (1.97%). Dow went on to hit the 50k milestone for the time. Most of it is attributed to clarity over AI-related concerns.


Amazon and Alphabet have expressed their intent to increase spending on AI data centers. Last week saw companies take a hit when AI was presented as a competitor, hurting their margins.


Additionally, a statement by San Francisco Federal Reserve Bank President Mary Daly has underlined the requirement for a rate cut. Mary, calling the current position of the labor market precarious, said that further rate cuts may be needed. There is currently a 22.7% chance for the US Federal Reserve to cut rate after the March meeting.


Crypto Market Jumps


A high end in the US stock indexes has brought out the confidence of investors, further reflecting in the recent price surges across the crypto market. The collective market cap is up by 7.49% to $2.41 trillion, even though the FGI walks in a single digit of 8 points. $BTC is back to the $70k mark, potentially testing a level of around $71,000 to avoid the projected low of $60,000.


Critical data pertaining

US Stock Indexes High Close Paves Way for Crypto M

MOLT: Hub for OpenClaw & AI AgentsCheck In Weekly, Win Prizes Weekly — Join the Fun!Zama: Cross-Chain Privacy Layer with FHE 5 криптовалют, которые противостоят краху криптовалют 2026 года: почему эти

5 криптовалют, которые противостоят краху криптовалют 2026 года: почему эти токены растут

Крипторынок рухнул на 20% в начале 2026 года, но 5 токенов всё ещё в плюсе. Проанализируйте, как эти альткоины превосходят Биткоин. Крах криптовалют 2026 года

Начало 2026 года стало испытанием для инвесторов в цифровые активы. Хотя год начался с больших надежд, внезапное сокращение кредитного плеча привело к падению общей рыночной капитализации криптовалют более чем на 20% менее чем за месяц. Однако обвалы рынка часто выявляют «альфу» — проекты с достаточным фундаментальным спросом или сильной историей, чтобы отделиться от влияния Биткоина.

Какие монеты вырастут в 2026 году?


 Несмотря на то, что цена биткоина с трудом удерживает поддержку, пять конкретных токенов остаются прибыльными с 1 января 2026 года. Эти активы противостояли нисходящему тренду, в некоторых случаях демонстрируя двузначный рост, в то время как остальная часть новостного цикла в сфере криптовалют остается медвежьей.

Криптовалютный рынок расщепляется

В торговле криптовалютами расщепление происходит, когда ценовое движение конкретного альткоина перестает следовать за ценовыми движениями биткоина или общей рыночной капитализации. Обычно это происходит из-за специфических для проекта катализаторов, таких как высокая выручка протокола, крупное технологическое обновление или изменение настроений инвесторов в сторону определенной ниши (например, бессерверные децентрализованные биржи или инновации первого уровня).

Анализ обвала общей рыночной капитализации в 2026 году

Согласно текущим рыночным данным, общая рыночная капитализация криптовалют недавно потеряла более 1 триллиона долларов. Это движение, характеризующееся резким нисходящим наклоном на дневных графиках, было вызвано оттоком средств от институциональных инвесторов и «отрицательной премией Coinbase».


 Когда рынок входи

5 криптовалют, которые противостоят краху криптова

Check In Weekly, Win Prizes Weekly — Join the Fun!Create Content for HTX and Win a Share of 1000U! MOLT: Hub for OpenClaw & AI Agents Solana [SOL] is sending mixed signals to the market right now. Whi


Solana [SOL] is sending mixed signals to the market right now. While the price and derivatives look shaky at best, capital might be making its way into Spot SOL ETFs though.

There’s a gap between long-term belief and short-term trader sentiment, which will make a difference if this pace is maintained.

Solana ETF inflows return

Datat from SoSoValue highlighted capital entering ETFs this week, even as the native token SOL recorded a double digit fall over the same timeframe. Total net assets held by spot SOL ETFs climbed to $674 million too, implying that investors may be willing to add exposure at press time levels.

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Source: SoSoValue

Rather than chasing prevalent short-term price moves, ETF buyers might be a bit more patient in their efforts to create a time of consolidation. While these flows don’t quite confirm a trend reversal, it could happen in time.

Here, while inflow sizes seemed to be modest, the consistency can be deemed notable.

‘Cautious’ derivatives as SOL trades in a range

This buying seemed to be in great contrast with what’s happening across Solana’s derivatives market.

On the price charts, it looks like there’s little to no faith in SOL this week. At press time, SOL was trading at around $87.17, moving sideways after recovering slightly from last week’s drop. The Bollinger Bands revealed the price being compressed between the $84.60 lower band and the $89.14 upper band. There’s a lack of pace.

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Source: TradingView

The RSI was at 51.16, while MACD histograms turned green over the last few days. Meanwhile, Aggregated Open Interest was at around $2.34 billion, down from recent highs.

Traders have been selling rather than adding leverage. The average Funding Rate was -0.0222, meaning short positions continued to dominate, with traders willing to pay to stay bearish.

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Source: Coinalyze

The

Solana [SOL] is sending mixed signals to the marke

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2月2日狗狗币价格展望：空头势头强劲，但DOGE重现此前看涨形态 狗狗币仍面临下行压力，但长期指标显示，其形态此前曾预示着重大上涨周期的到来。接下来会如何？ 值得注意的是，狗狗币（$DOGE）仍面临轻微抛售压力，过去24小时内下跌1.5%，交易价格在0.1032美元附近。该币种日内波动区间狭窄，在0.1001美元附近的低点上方徘徊，但在0.1065美元附近遭遇阻力，反映出价格走势震荡且犹豫不决。 

2月2日狗狗币价格展望：空头势头强劲，但DOGE重现此前看涨形态 狗狗币仍面临下行压力，但长期指标

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