@Everyone

Today’s Crypto Intelligence
Date: February 4, 2026 (Singapore Time)

1) Bitcoin briefly drops below $76,000 and approaches a one-year low (Short-term impact) 
· My interpretation: Mainstream asset prices continue to decline, breaking through multiple key support levels, significantly increasing risk sentiment.
· My reminder: This is not just a single-day fluctuation but a continuation of trend pressure, with short-term bulls remaining under pressure.
· What you should do: Reduce positions to avoid chasing highs; wait for confirmation of a reversal signal before considering deployment.

2) Global crypto contract market liquidation amount exceeds $730 million in 24 hours, with over 168,000 traders liquidated (Short-term impact) 
· My interpretation: Consecutive liquidations indicate tight market liquidity and severe losses on most leveraged positions.
· My reminder: Entering against the trend during a liquidation wave can easily result in being the next order to be liquidated.
· What you should do: Significantly reduce leverage; adopt conservative trading when risk appetite is low.

3) Total market liquidation within 24 hours is approximately $279 million (Short-term impact) 
· My interpretation: Short-term market cleansing is still ongoing, especially with passive liquidation of long positions.
· My reminder: The climax of liquidations often accompanies increased volatility, with high risk of rapid price reversals.
· What you should do: Strict stop-losses, control position sizes; prioritize waiting for consolidation before deploying.

4) No breakthrough in US White House crypto legislation meetings, divergence on stablecoin interest rate policies intensifies (Long-term impact) 
· My interpretation: Regulatory deadlock persists, with greater uncertainty around core rules like stablecoins in the future.
· My reminder: Policy disagreements will not disappear in the short term, posing a long-term obstacle for institutional capital entry.
· What you should do: For long-term investments, avoid high-regulation-risk assets and monitor regulatory developments.

5) Famous investor warns that Bitcoin falling below $70,000 could trigger greater systemic risks (Long-term impact) 
· My interpretation: Although an extreme view, it reflects that institutional risk sentiment may shift further toward caution.
· My reminder: Such macro-level warning signs should not be taken entirely at face value but can influence market psychology.
· What you should do: Prioritize defense, avoid overleveraging during macroeconomic instability.

6) Bitcoin price shows short-term rebound signs due to USD movement and market sentiment fluctuations (Short-term impact) 
· My interpretation: A pullback in the USD provides a brief respite for risk assets, but sustainability remains uncertain.
· My reminder: This rebound is more of a technical correction rather than a trend reversal.
· What you should do: For short-term trades, try small positions; add positions after confirming breakout of resistance levels.

7) Ripple (XRP) price dips slightly amid Bitcoin volatility (Short-term impact) 
· My interpretation: Despite positive licensing news, XRP still follows the overall market downward trend.
· My reminder: Positive news benefits are often masked by price trends during periods of strong risk aversion.
· What you should do: Wait for market stabilization and look for opportunities supported by news after confirmation.

8) US stocks and tech stocks generally decline, pulling down risk assets (Short-term impact) 
· My interpretation: Macro market linkage is evident; when equities are under pressure, crypto risk appetite also declines.
· My reminder: Do not rely solely on crypto data and ignore external risk asset movements.
· What you should do: Incorporate macro market indicators into risk management systems.

9) Chinese Central Bank announces 800 billion yuan 3-month reverse repurchase operation (Long-term impact) 
· My interpretation: This releases medium-term liquidity, easing financial system tightness and potentially supporting global risk appetite.
· My reminder: Crypto markets are significantly affected by global liquidity, and central bank policy changes should not be overlooked.
· What you should do: Include macro liquidity cycles in allocation decisions and adjust risk positions accordingly.

10) Global crypto assets have retraced nearly 40% from their 2025 highs, with a continued bear market structure (Dual long-term and short-term impact) 
· My interpretation: The long-term downtrend has not ended; the retracement reflects deep market sentiment correction.
· My reminder: Treating the bear market as a “short-term correction” is dangerous; risk appetite still needs time to recover.
· What you should do: Deploy in phases and stages, avoiding a one-time bottom-fishing approach that could lead to larger losses.