Odaily星球日报讯 CryptoQuant CEO CryptoQuant 首席执行官 Ki Young Ju 表示，BTC-USDT 永续合约杠杆率正在降温。其补充表示，随着 MSTR 和 ETF 流入资金不再阻止过度的多单被清洗，该指标正回归至 ETF 获批前的水平。

Odaily News F2Pool co-founder Wang Chun posted on the X platform, stating that during the "Silver Thursday" in 1980, COMEX implemented a series of regulatory rules that effectively prohibited new purchases of silver, only allowing liquidation and selling. He expressed curiosity about how those spreading FUD sentiment in the market would react if CZ were to execute a similar operation.

It is reported that Silver Thursday was a major event in the silver commodity market on March 27, 1980. The Hunt brothers from Texas, USA, failed to manipulate the silver market, triggering a sharp drop in silver prices. The New York Commodity Exchange introduced "Silver Rule No. 7" to address the brothers' hoarding behavior. This new regulation was specifically designed to target financial leverage, significantly restricting the practice of purchasing commodities using margin. Subsequently, silver prices fell by over 50% in just four days. Since the Hunt brothers relied heavily on borrowing to fund their silver purchases, they were unable to repay their debts at this point, causing market panic.

According to on-chain analyst Yu Jin, Trend Research previously made a profit of $315 million by going long on ETH, but this long position has now resulted in a loss of $763 million. This not only wiped out all previous profits but also incurred an additional loss of $448 million in principal.

Since the afternoon of August 1st, Trend Research has cumulatively sold 255,500 ETH at an average price of $2,168 to stop losses, amounting to $554 million. They also withdrew 483 million USDT from Binance to repay loans and reduce leverage. Currently, the liquidation prices for several of their ETH loan positions have dropped to the range of $1,509 to $1,708, with most concentrated around $1,560.

Currently, Trend Research still holds 396,000 ETH, valued at $754 million, with an average cost basis of $3,180. Their total loss has reached $763 million, comprising $258 million in realized losses and $505 million in unrealized losses. They still have $526 million in leveraged loans outstanding.

Odaily News Binance announced that the Binance Alpha airdrop can be claimed at 17:00 today. Users holding at least 240 Binance Alpha points are eligible to claim the token airdrop. It's first-come, first-served until the airdrop pool is depleted or the event concludes. Specific details will be announced separately.

Odaily News Due to the previous U.S. government shutdown, the release of the U.S. January Non-Farm Payrolls report has been postponed to February 11 (next Wednesday) at 21:30, and the January CPI report has been postponed to February 13 (next Friday) at 21:30. Next week is the last trading week before the Chinese New Year, and these two heavyweight data releases may trigger a new round of market turbulence. Investors are advised to stay alert. (Jin10)

Odaily News According to Greeks.live data, 33,000 BTC options are set to expire today, with a Put Call Ratio of 0.54, a max pain point of $80,000, and a notional value of $2.1 billion. 219,000 ETH options are set to expire today, with a Put Call Ratio of 0.91, a max pain point of $2,400, and a notional value of $420 million.

According to monitoring by Onchain Lens, the Binance SAFU Fund (1BAuq...WQkD) has purchased 3,600 BTC, valued at $233 million.

Odaily News On Thursday, Bitcoin's price fell below $63,000, reaching its lowest level since November 2024. Since failing to break through $90,500 on January 28th, Bitcoin's price has dropped by 30%, leaving traders skeptical of any near-term upward momentum. Weak US job market data and concerns over massive capital expenditures in the artificial intelligence sector have exacerbated the current pessimism.

Regardless of whether Bitcoin's sharp decline is triggered by macroeconomic changes, options traders currently generally believe that the probability of Bitcoin returning to $90,000 in March is only 6%. (Cointelegraph)

According to on-chain analyst Ai Yi's monitoring, Trend Research (0xFaf...840f) is suspected to have sold 47,000 ETH in the past 6 hours to avoid liquidation, with a total value of $89.29 million. The institution continued to deposit 20,000 ETH into Binance, with the latest liquidation range being $1,509 to $1,800.

Odaily News: Phong Le, CEO of MicroStrategy, stated during the company's Q4 financial results webinar that Bitcoin would need to drop to $8,000 and remain at that level for five to six years to pose a genuine threat to repaying its convertible debt. MicroStrategy's Executive Chairman, Michael Saylor, also dismissed concerns about quantum computing's impact on Bitcoin, calling it "terrible FUD."

MicroStrategy reported a net loss of $12.6 billion for the quarter, primarily due to unrealized losses on its digital asset holdings as Bitcoin's price fell below the company's average acquisition cost. MicroStrategy's CFO, Andrew Kang, said, "These results were clearly impacted by the decline in Bitcoin's market value at quarter-end, and we employ a mark-to-market accounting method." However, Kang noted the company's long-term strategy, adding, "We will continue to execute our established strategy, even amidst market volatility." (The Block)

Odaily News Gate market data shows that spot gold continues to rebound, returning above $4900 per ounce, having rebounded nearly $250 from the daily low, with an intraday gain of 2.5%.

Odaily News According to on-chain monitoring data, the Gate hot wallet address 0x0D0…492Fe transferred 1,499.999307 XAUt to address 0x3ab9...F84f at 12:15 (UTC+8) on February 6, 2026. Based on the price at the time, the value is approximately $7.1446 million, with a unit price of about $4,767.7. This may represent the first concentrated receipt by a single large-scale hoarding/self-custody address.

From a market perspective, with international gold prices remaining in a high range, the trading and circulation activity of on-chain gold assets has significantly increased. CoinGlass data shows that Gate's spot and contract trading volume for gold-related assets such as XAUt has long been among the top three in the industry, with both liquidity and user participation maintaining high levels. It has become an important platform for on-chain gold price discovery and capital allocation. Against the backdrop of accelerating integration between traditional financial assets and crypto assets, Gate has gradually established itself as a main battlefield for gold trading.

1. Viewpoint: This decline may be due to actual loss-driven flight caused by market panic;

2. Metaplanet CEO: Strategy remains unchanged, will continue to accumulate BTC;

3. Brother Mai's BTC and PUMP long positions were fully liquidated this morning, with a weekly win rate of only 27%;

4. CZ: Collaborating with more countries to launch their native stablecoins;

5. A whale deposited all 3,947 ETH to Binance after holding for 4 months, incurring a loss of $11.97 million;

6. Matrixport: Influenced by capital structure and participation, Bitcoin is unlikely to turn bullish in the short term;

7. Bitcoin spot ETFs saw a total net outflow of $434 million yesterday, marking the third consecutive day of net outflows;

8. Ethereum spot ETFs saw a total net outflow of $80.7923 million yesterday, with Fidelity's FETH leading with a net outflow of $55.7826 million.