Web3 Daily Briefing

2026-02-07
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The dominant factor in today's market is the reaffirmation by China's eight departments that virtual currency activities are illegal, along with a massive "ghost" balance error at Bithumb, which has triggered intense community anxiety. Macro sentiment has plunged into "extreme fear," with the index dropping to 6. Bitcoin is facing a sharp decline toward $67,723, while analysts are watching for a potential historical bottom near a 0.6 Mayer Multiple. For investors focusing on fiat on-ramps, Binance's latest reserve report shows USDT collateralization at a healthy 103.76%, and Circle's issuance of 1.5 billion USDC on Solana indicates that, despite current volatility, substantial liquidity is still being deployed. As Aave has liquidated over $450 million in collateral and whales have transferred $351 million worth of BTC to exchanges, the current focus should be on monitoring USDT off-exchange premiums and liquidation zones to identify potential entry signals. This environment characterized by large-scale liquidations and regulatory pressure suggests that, although "extreme fear" often signals a rebound, entries should be gradual and closely watch the price spreads between fiat and cryptocurrencies.

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