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Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
AI
Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
As the Christmas rally narrative goes head-to-head with the ghost of the 2000 tech bubble, Wall Street's most difficult directional moment has quietly arrived. Deutsche Bank, citing nearly a century of data, is backing a year-end rebound, while BTIG warns using the collapse of the Philadelphia Semiconductor Index as a template—zero panic in the options market, only one sector oversold, two major tech earnings sold off, and a true flush-out that never happened. The answer may lie in this Friday's closing price.
Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
On the eve of Binance's $6.3 billion hack, Vitalik had just warned of the fragility of centralized defense
Aggregator Hooks Bring External Liquidity into v4: What Is Uniswap Playing At?
Is Crypto Over? Don't Give Up, Liquidity Relief is on the Way
Precious metals recently drained marginal liquidity from other markets; the US government will soon end its shutdown and intervene in the market.
2026-02-02
BTC
invest
policy
currency
Trump
Is Crypto Over? Don't Give Up, Liquidity Relief is on the Way
Old Case Revisited: The 1011 Crash Sparks a Public Opinion Battle Between Exchanges and Ecosystems
More Than an Accident: Taking Sides, Grudges, and Calculations in the Battle Against Binance.
2026-02-02
Binance
OKX
CZ
Old Case Revisited: The 1011 Crash Sparks a Public Opinion Battle Between Exchanges and Ecosystems
Bitcoin Continues to Plummet, Will MicroStrategy Be Forced to Sell?
The "old money inflow" narrative has lost its effectiveness. In the absence of new buying pressure, the high-cost institutional holdings may transform into sustained selling pressure.
2026-02-02
BTC
Strategy
Bitcoin Continues to Plummet, Will MicroStrategy Be Forced to Sell?
From Libya to Iran: Countries in Blackout, Bitcoin Miners Uninterrupted
This is one of the most absurd energy stories of the 21st century: in two countries ravaged by sanctions and civil war, electricity is no longer just a public service but is treated as a form of "exportable" hard currency.
2026-02-02
finance
policy
currency
industry
From Libya to Iran: Countries in Blackout, Bitcoin Miners Uninterrupted
Weekly Funding Roundup | 3 Projects Secure Funding, Total Funding Reaches $214 Million (1.26-2.1)
Funding scale remained flat compared to last week, but the number of investment and financing deals was relatively cautious.
2026-02-02
stable currency
finance
Weekly Funding Roundup | 3 Projects Secure Funding, Total Funding Reaches $214 Million (1.26-2.1)
Tiger Research: Driven by a Liquidity Vacuum Leading to Sharp Sell-offs, Why Has Bitcoin Failed to Rebound?
Behind the two rounds of declines lies a common underlying cause: the continuous contraction in trading volume across Bitcoin spot and futures markets.
2026-02-01
BTC
invest
policy
AI
Trump
Tiger Research: Driven by a Liquidity Vacuum Leading to Sharp Sell-offs, Why Has Bitcoin Failed to Rebound?
Matrixport Research: Bitcoin Falls into Bear Market Territory, Could a Weakening Dollar Become the Next Pivot?
"The structurally weak pattern remains unchanged, but the shift in the dollar trend is becoming a key variable."
2026-02-01
invest
USDC
Matrixport Research: Bitcoin Falls into Bear Market Territory, Could a Weakening Dollar Become the Next Pivot?
Must-Watch Events Next Week|White House to Convene Banks and Crypto Industry for CLARITY Talks; Strategy to Release Q4 Earnings (Feb 2-8)
Reserve Bank of Australia, Bank of England, and European Central Bank to Announce Interest Rate Decisions; US to Release January Non-Farm Payroll Data.
2026-02-01
finance
policy
airdrop
Trump
Strategy
Must-Watch Events Next Week|White House to Convene Banks and Crypto Industry for CLARITY Talks; Strategy to Release Q4 Earnings (Feb 2-8)
Weekly Token Unlocks: HYPE to Unlock Tokens Worth Approximately $300 Million
This week, HYPE and ENA will unlock tokens representing about 2.9% and 2.8% of their circulating supply, respectively.
2026-02-01
invest
Weekly Token Unlocks: HYPE to Unlock Tokens Worth Approximately $300 Million
The Real Culprit Behind the Crypto Crash: The Warsh Effect
Following the nomination of the new Fed Chair, the outflow from ETFs led to consecutive liquidations.
2026-02-01
BTC
finance
policy
currency
Solana
The Real Culprit Behind the Crypto Crash: The Warsh Effect
$2.5 Billion Liquidated: Crypto Market Cursed with 'Following Drops, Not Rallies'
BTC Breaks Below Three-Month Trading Range; ETH Erases Six Months of Gains; The '1011 Insider' Who Rose to Fame Months Ago Suffers $700 Million Liquidation, Account Balance at 50.
2026-02-01
BTC
ETH
$2.5 Billion Liquidated: Crypto Market Cursed with 'Following Drops, Not Rallies'
Weekly Editor's Picks (0124-0130)
Top-tier in-depth analysis articles and a catch-up on the week's hot topics.
2026-01-31
finance
invest
policy
currency
Prediction Market
Weekly Editor's Picks (0124-0130)
Average Profit of $90 Million Per Person, The World's Largest Private Buyer of Gold
Selling dollars with the left hand, hoarding gold with the right, he understands the risks better than anyone.
2026-01-30
stable currency
USDT
Average Profit of $90 Million Per Person, The World's Largest Private Buyer of Gold
BitMart Insights: January Crypto Market Review and Hotspot Analysis
The overall market remains in a volatile and weak pattern, requiring vigilance against the risk of accelerated decline if support levels are breached.
2026-01-30
BTC
ETH
BitMart Insights: January Crypto Market Review and Hotspot Analysis