null source: https://x.com/BSCNews/status/2019673598869508576

Volkswagen has announced that the success of its plan to produce a new pickup model in South Africa depends on the government's ability to provide better tax incentives and other industrial support measures. According to Jin10, Martina Biene, Chairperson of Volkswagen Group South Africa, emphasized the need for urgent policy actions from the South African government to make the investment economically viable. She wrote to President Cyril Ramaphosa in December, urging swift reforms. Volkswagen joins other automakers in calling for measures to protect the industry, which is currently facing challenges from rising imports and increasing operational costs. Currently, only one-third of cars sold in South Africa are locally manufactured, a significant drop from 56% two decades ago. Biene mentioned that if all goes well, the company might start producing the first models at the Kariega plant by 2029 or 2030.

During a regular press conference on February 6, Foreign Ministry spokesperson Lin Jian addressed recent comments made by U.S. President Donald Trump on social media, where he expressed full support for Japanese election candidate Sanae Takaichi. According to Jin10, Lin Jian stated that the election is an internal matter for Japan and declined to comment further. He also mentioned that information regarding the conversation between the leaders of China and the United States has already been released.

null source: https://x.com/reutersbiz/status/2019671206455095526

null source: https://x.com/BSCNews/status/2019670661845905588

India's central bank may have concluded its easing cycle, according to a report by Capital Economics' Asia economist Shivaan Tandon. According to Jin10, Tandon noted that the recent bilateral trade agreements, which significantly reduced tariffs on Indian exports to the U.S., have moderately improved India's economic growth prospects. This development is likely a key reason for the central bank's decision to halt further policy easing. Additionally, the recent rise in precious metal prices has led the central bank to raise its inflation expectations. Tandon believes that given the improved economic outlook and inflation trending towards the 4% medium-term target, the threshold for resuming rate cuts is now considerably high.

Large Bitcoin holders have reduced their share of the cryptocurrency’s circulating supply to the lowest level in nine months, as Bitcoin prices declined sharply and market sentiment deteriorated, according to on-chain analytics firm Santiment.In a post on X on Thursday, Santiment said so-called “whale and shark” wallets—addresses holding between 10 and 10,000 BTC—now control approximately 68.04% of total Bitcoin supply, marking a nine-month low. The firm said this group has collectively sold around 81,068 BTC over the past eight days.The reduction in large-holder exposure coincided with a steep price drop. Bitcoin fell from roughly $90,000 to $65,000, a decline of about 27%, over the same period, according to data from CoinMarketCap. Bitcoin was trading near $64,800 at the time of publication, after briefly dipping just above $60,000.Whales sell as retail accumulatesMarket participants closely track large Bitcoin wallets for signals of accumulation or distribution, as shifts in whale behavior can influence liquidity and price trends.Santiment noted that while large holders have been selling aggressively, smaller investors have continued to accumulate. “This combination of key stakeholders selling and retail buying is what historically creates bear cycles,” the firm said.Supporting the cautious outlook, CryptoQuant CEO Ki Young Ju said on X that “every Bitcoin analyst is now bearish,” reflecting the broader shift in market sentiment.Sentiment sinks to multi-year lowsThe Crypto Fear & Greed Index, which tracks overall crypto investor sentiment, fell to 9 out of 100 on Friday—its lowest reading since mid-2022, when markets were still reeling from the collapse of the Terra.Meanwhile, Santiment data shows that “shrimp” wallets—addresses holding less than 0.1 BTC—have risen to a 20-month high. This cohort now controls about 0.249% of Bitcoin’s total supply, equivalent to roughly 52,290 BTC.A similar pattern emerged in mid-2024, when retail accumulation increased as Bitcoin traded near $66,000 before falling to $53,000 two months later. Prices later rebounded sharply, reaching $100,000 for the first time in December 2024, following a surge in risk appetite after Donald Trump won the U.S. presidential election.The latest data suggests that while retail demand remains resilient, continued selling by large holders has become a defining feature of the current market downturn. 

Onchain Lens 모니터링에 따르면, 바이낸스 SAFU 펀드(1BAuq...WQkD)가 3,600 BTC를 매입했으며, 이는 2억 3,300만 달러 상당이다.

BlackRock’s spot Bitcoin exchange-traded fund recorded its highest trading volume on record on Thursday, underscoring signs of intensified institutional selling as Bitcoin slid toward the $60,000 level.According to Nasdaq data, BlackRock’s iShares Bitcoin Trust (IBIT) saw more than 284 million shares traded, representing over $10 billion in notional value. The figure surpassed its previous volume record of 169.2 million shares set in November by roughly 69%.The surge in activity coincided with a sharp price decline. IBIT fell 13% on the day to below $35, its lowest level since October 2024, extending its year-to-date loss to 27%. The fund peaked near $71.82 in early October.Redemptions accelerate amid market stressIBIT also accounted for a significant share of ETF outflows. The fund saw $175.3 million in redemptions on Thursday, representing about 40% of the $434.1 million in net outflows across spot Bitcoin ETFs, according to data from SoSoValue.As the world’s largest publicly listed Bitcoin fund, IBIT holds physical Bitcoin and is designed to closely track spot prices. The product has served as a primary access point for institutions seeking regulated exposure to Bitcoin, which fell sharply during the session.Options market reflects peak fearDerivatives activity reinforced the bearish signal. IBIT options saw a pronounced skew toward downside protection, with longer-dated put options trading at a premium of more than 25 volatility points above call options, according to MarketChameleon.Such an extreme put bias is often associated with capitulation, a phase in which investors exit positions aggressively amid heightened fear and deteriorating sentiment.Market implicationsThe combination of record trading volume, accelerating redemptions, and defensive positioning in options markets suggests institutional investors may be entering the most intense selling phase of the current downturn. While capitulation can sometimes precede market stabilization, analysts caution that bear markets can persist longer than expected, even after peak fear emerges.

DB Financial Investment has entered into a memorandum of understanding with the Solana Foundation to create a digital capital market centered on security tokens. According to NS3.AI, this partnership aims to source assets for security token offerings (STOs) both in South Korea and globally, while also managing financial structuring. Additionally, the collaboration will explore frameworks for issuing and distributing STOs on the Solana blockchain.

엘리자베스 워런 상원의원과 앤디 킴 상원의원은 국가 안보 위험을 이유로 중국이 스페이스X에 투자했을 가능성에 대한 국방부의 조사를 요청했다. 이 요청은 일론 머스크가 스페이스X와 자신의 인공지능 기업 xAI의 1조 2500억 달러 규모 합병을 발표한 직후에 나왔다.

제미니는 영국, 유럽연합, 호주에서의 모든 운영을 중단하고 직원 수의 25%를 감축하는 혁명적인 조치를 단행하며, 암호화폐 거래소에서 예측 시장 플랫폼을 플랫폼의 '중심'으로 전환하고 있습니다.

암호화폐 시장은 지속적인 장기 하락 추세를 보이고 있다. 이러한 환경에서 생존할 수 있는 프로젝트는 실용적이고 현실적인 비전을 제시하는 프로젝트들이다.

암호화폐, 파울 팔: 폭락은 압박감, 공포, 자기의심을 느끼게 합니다 여러 주기를 겪은 제 경험을 보세요 골든파이낸스, 다시 한번… 저점에서 매수하라(BTFD)

10월 11일 이후 암호화폐 시장은 50% 하락했으며 시가총액은 2조 2천억 달러가 증발했다. BTC는 미 대통령 선거 이후 상승분을 모두 반납했으며, 현재 트럼프 당선 당시보다 10% 하락한 상태다. 기본적 요인이 변하지 않았다면 암호화폐는 왜 폭락한 것일까?

비트와이즈는 미국 규제 당국에 유니스왑의 UNI 토큰을 추적하는 최초의 ETF 출시를 신청했다. 이를 통해 투자자들은 전통적인 투자 상품을 통해 UNI에 접근할 수 있게 된다. 제안된 펀드는 UNI를 직접 보유할 예정이며, 신청이 승인될 경우 코인베이스가 수탁 기관으로 활동할 것이다.

분산형 예측 시장 선도 기업 폴리마켓(Polymarket)이 거래 담보 자금을 브릿지 USDC에서 서클(Circle) 발행 네이티브 USDC로 이전함으로써 결제 인프라의 안전성과 신뢰성을 강화하기 위한 과감한 조치를 취하고 있다.

비트코인, 6만 달러 선까지 추락하며 또다시 폭락 글로벌 위험자산 매도 물결이 암호화폐를 새로운 하락 채널로 밀어넣으며 투자자들의 시장 하락에 대한 공포 심리가 가중되고 있다 신뢰도는 얼마나 남아 있을까? 어디까지 떨어질 것인가? 바닥 반등 가능성은 있을까?

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2959호를 발행합니다. 최신, 가장 빠른 디지털 화폐 및 블록체인 업계 소식을 제공합니다.

달러, 고평가된 달러가 약세를 보이고 있다: 위안화는 어떻게 대응해야 할까 골든파이낸스, 위안화가 자유환율을 실현하면 크게 평가절하될까?