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#ETH承压期 The Empire Counterattack: Vitalik's $44 Million Dump and the "Torn" L2 Contract
On January 30, 2026, the alarm bells of on-chain detectives sounded almost simultaneously. A long-dormant wallet—Vitalik Buterin's main address—transferred out 16,384 ETH. At the market price at the time, this amounted to $44.4 million. If it had been an unknown whale dumping, Wall Street's quant machines would have only trembled briefly, but this was Ethereum's spiritual totem—the one who always wears a unicorn T-shirt and scoffs at money. While the entire internet speculated whether this was another chari
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HeavenSlayerSupportervip:
Vitalik's recent large ETH transfers and statements about "moderate tightening" are signs of an internal conflict within the Ethereum ecosystem (especially with L2), signaling a shift in Ethereum's development strategy from "L2 first" to an "empire counterattack" led by the mainnet, aimed at regaining control and core value.
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Trending on the hot topic: $TRIA IPO 👀👀
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Yesterday's strategy was a complete success
Bitcoin broke below 77,900, Ethereum broke below 2,300 for shorting
But the market is dropping rapidly, then rebounding quickly, clearly a shakeout behavior
Currently, there is a lot of information about the Federal Reserve cutting interest rates. The day before yesterday's rebound was good, last night the US stock market fell, and the crypto market took the opportunity to clean out
The good news is that gold rebounded nicely. Keep observing, and if the momentum can be maintained, we can continue to use our RSI method to trade
Understanding the liqui
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Future
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#InstitutionalHoldingsDebate Institutional participation in crypto has reached a stage where it no longer asks for permission—it defines the environment. By February 2026, institutions are not just holders of Bitcoin and Ethereum; they are structural actors shaping liquidity conditions, volatility patterns, and long-term market behavior. The conversation has moved beyond “if institutions matter” to “how their behavior rewires the market itself.”
One of the most important shifts is the scale of custody concentration. With millions of BTC and tens of millions of ETH under institutional managemen
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HeavenSlayerSupportervip:
In-depth analysis of institutional holdings impact is very accurate, revealing the true nature of the structural changes in the crypto market by 2026—institutions have evolved from "incremental variables" to "defining forces."
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The market continues to be hot... Great opportunities are coming soon💥
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#DASH has already finished clearing out, clearing out, clearing out, clearing out, clearing out.
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BULLISH: ⚡️Elon Musk’s $1.2 trillion AI giant — xAI is now hiring Bitcoin and crypto experts!THIS IS HUGE 🚀
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US Senate Democrats Meet Behind Closed Doors to Discuss Crypto Market Structure Act
US Senate Democrats will hold a closed-door meeting tomorrow (February 4, 2026) to discuss market structure legislation related to crypto assets. This is the first member-level meeting on the Democratic side since the Senate Banking Committee postponed its planned markup hearing last month.
The focus of the meeting will likely be on critical issues affecting the fate of the sector, such as the SEC-CFTC separation of powers under the CLARITY Act, the stablecoin yield debate, the status of tokenized assets, and D
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ybaservip:
2026 GOGOGO 👊
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Futures - evil!
But what I play with are just bonus futures.
They can be constantly accumulated as bonuses from Gate exchange by completing certain daily tasks. Complete them to get a small chance to trade on the real futures market without using your own money, with leverage from ×5 to ×10 on #doge and #sui.
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$PI
One of the core team members, McPhillip, issued a statement:
The price of the digital token Coin is experiencing a decline, currently hovering around 0.16M yuan, but I remain optimistic.
The official team is building a long-term business ecosystem, and short-term price fluctuations should not distract us from our larger vision.
In February, the largest unlock of the year will take place, with over 186 million tokens being unlocked! This will provide crucial liquidity for our over 16 million mainnet pioneer users, and as we prepare for the full launch of the mainnet ecosystem, it will also
PI1.33%
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windxvip:
Watching Closely 🔍️
If you're lucky, people will love you in the way they know how; if you're truly very lucky, the way people love you will just happen to be the way you expect.
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馬币火
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#ETHUnderPressure Ethereum is going through a phase that feels uncomfortable on the surface but is structurally familiar beneath it. Price pressure does not mean the network is weakening; it reflects a period where macro forces, capital rotation, and market psychology are temporarily outweighing fundamentals. ETH sits at the intersection of innovation and risk appetite, which makes it especially sensitive during uncertain environments.
A major contributor to Ethereum’s current struggle is the broader market context. When Bitcoin becomes volatile or uncertain, capital tends to consolidate into
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HeavenSlayerSupportervip:
Your analysis of Ethereum's current situation is extremely insightful, precisely highlighting the dialectical relationship between its price pressure and long-term fundamentals.
#HongKongIssueStablecoinLicenses HongKongIssueStablecoinLicenses 📌 Hong Kong’s Blueprint for Regulated Stablecoin Finance
Hong Kong is approaching a defining milestone in digital asset regulation as the Hong Kong Monetary Authority prepares to issue its first stablecoin issuer licenses in March 2026. This marks the practical rollout of the Stablecoins Ordinance, and the strategy is intentionally conservative. Only a very small number of licenses are expected in the initial phase, signaling a focus on credibility, control, and systemic stability rather than rapid market expansion.
This measure
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MrThanks77vip:
Happy New Year! 🤑
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#WhenWillBTCRebound?
The current Bitcoin market is a classic example of a rebound. As of early February 2026, we've seen a significant pullback from the January peaks, with BTC down approximately 16% in the last 30 days. The "weak bounces" you mentioned are characteristic of a market searching for a bottom after a period of dispersal.
Here's a summary of when a recovery might occur and the specific "signs" to watch for:
1. When to Expect a Recovery?
Historically, Bitcoin recovers not according to a fixed schedule, but when seller fatigue is combined with a liquidity catalyst.
Short Term (Days
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LittleQueenvip:
thank you for sharing your great information
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when you get into a coin early and it is destined for millions
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ybaservip:
New Year Wealth Explosion 🤑
Morning Analysis of Bitcoin on the 2nd
Bitcoin once again broke below a new low, and the intense market volatility triggered a wave of liquidations across the entire network, with over 80% of long positions being liquidated.
Although there has been a rebound in the current market, the overall downward trend remains clear.
From a technical perspective, the bearish trend is firmly established, with each rebound facing strong resistance. The overall direction remains bearish, and breaking below the 70,000 level is still possible. Friends currently entering long positions should avoid stubbornness
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Viewing the Top Market Coins Spot Chart and comparing them
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Satosh陌Nakamatovip:
Sorry, the provided source text appears to be a string of random characters and does not contain any translatable content. Please provide the actual text you need translated.
#PI #PI Currently, there are 17.17 million mapped accounts. Such a large community is bound to have vast potential. 2026 will be the year of ecological prosperity, and our public initiatives will need everyone's collective effort to realize. #PI #BTC #PI
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US trade deficit widens by the most in nearly 34 years in November
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