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.

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. 

据 Onchain Lens 监测，币安 SAFU 基金 (1BAuq...WQkD) 买入 3600 枚 BTC，价值 2.33 亿美元。

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.

Polymarket announced it will partner with USDC, taking a significant step for user balances on its platform. Continue Reading: Prediction Market Platform Polymarket Announces Partnership with Stablecoin Giant! Here Are the Details source: https://en.bitcoinsistemi.com/prediction-market-platform-polymarket-announces-partnership-with-stablecoin-giant-here-are-the-detai/

Key Takeaways Mike McGlone says Bitcoin’s current cycle resembles past bear markets and could face much deeper downside if equities […] The post Bitcoin Faces Prolonged Bear Market Risk as Warning Signals Mount appeared first on Coindoo. source: https://coindoo.com/bitcoin-faces-prolonged-bear-market-risk-as-warning-signals-mount/

Bitcoin’s sharp decline toward $60,000, marking a nearly 30% drop over the past week, has triggered widespread speculation among traders and analysts that the sell-off may have been driven by a large, forced liquidation rather than routine macro or risk-off positioning.The move represents Bitcoin’s most severe bout of selling since the 2022 FTX collapse, with market participants on X pointing to a growing “narrative vacuum” as prices fell rapidly through key technical levels.Forced selling theories gain tractionSeveral traders described the sell-off as unusually aggressive and indiscriminate. Crypto trader Flood said the price action appeared “forced,” suggesting possibilities ranging from a sovereign entity selling billions of dollars’ worth of Bitcoin to a major exchange-related balance sheet failure.A more detailed hypothesis was put forward by Pantera Capital general partner Franklin Bi, who suggested the seller may not have been a crypto-native firm.According to Bi, the liquidation could involve a large Asia-based institution with limited crypto-native counterparties, which may explain why on-chain analysts and crypto traders did not detect stress earlier. He outlined a potential chain reaction involving leveraged positions on Binance, a Japanese yen carry trade unwind, deteriorating liquidity, and a failed attempt to recover losses through gold and silver trades before a forced Bitcoin liquidation accelerated this week.IBIT activity raises options-driven unwind questionsOthers pointed to unusual activity in BlackRock’s spot Bitcoin ETF as a possible factor.DeFi Development Corp. COO and CIO Parker White noted that BlackRock’s iShares Bitcoin ETF (IBIT) recorded its highest-ever daily trading volume of $10.7 billion, alongside a record $900 million in options premium.White argued the pattern more closely resembles a large, options-driven liquidation than a typical crypto leverage unwind. He also pointed to stress in Hong Kong–linked funds, suggesting a leveraged IBIT options strategy—potentially funded with yen borrowing—may have unraveled as volatility spiked and funding costs rose.“I have no hard evidence here, just some hunches and bread crumbs,” White said, adding that the scenario appeared plausible given the scale and speed of the move.Security concerns re-emerge amid falling pricesBeyond leverage and liquidity, the sell-off has revived longer-term concerns around Bitcoin’s security model.Charles Edwards, founder of Capriole Investments, said falling prices may finally force meaningful attention on Bitcoin’s quantum security risks, an issue he has warned about previously.Edwards argued that lower prices could act as a catalyst for coordinated investment in quantum-resistant upgrades, adding that liquidity thinning and collapsing sentiment may create conditions for more serious discussion across the ecosystem.Market impact and outlookBitcoin’s recent decline has been characterized by sudden air pockets and sharp intraday swings, replacing the orderly dip-buying seen earlier in the year. The move has pushed BTC back toward levels last seen in late 2024, while liquidity across major venues has appeared thin.Altcoins have come under heavier pressure, and market sentiment has fallen to levels comparable to the post-FTX period. Until ETF flows, derivatives positioning, and funding markets stabilize, traders say rebounds are likely to be treated with caution rather than conviction.

参议员伊丽莎白·沃伦和安迪·金已要求五角大楼调查中国对SpaceX的潜在投资，理由是存在国家安全风险。此前埃隆·马斯克宣布将SpaceX与他的人工智能公司xAI进行价值1.25万亿美元的合并。

Gemini交易所正关闭其在英国、欧盟及澳大利亚的所有业务，并裁减25%的员工。此项革命性举措旨在将交易所从加密货币领域转型，使其预测市场平台成为平台的"核心支柱"。

加密货币市场持续处于长期下跌趋势。在这样的环境中，能够继续存活的项目，是那些呈现出务实且现实愿景的项目。

加密货币,Paoul Pal：暴跌让你感到压力、恐惧和自我怀疑 看看我多轮周期的经验 金色财经,再说一次……逢低买入（BTFD）

自10月11日以来加密市场已下跌50%，市值蒸发2.2万亿美元。BTC回吐全部美总统大选后涨幅，目前较特朗普当选时下跌10%。如果基本面未变，加密货币为何暴跌？

Bitwise已向美国监管机构提交申请，拟推出首只追踪Uniswap UNI代币的ETF，使投资者能通过传统投资产品参与该代币。若申请获批，该拟议基金将直接持有UNI代币，并由Coinbase担任托管方。

去中心化预测市场领导者Polymarket正采取大胆举措，通过将交易抵押品从桥接USDC迁移至Circle发行的原生USDC，以强化其结算基础设施的安全性与可靠性。

比特币再遭血洗触及6万美元，全球风险资产抛售潮将加密货币推入新一轮下行通道，投资者在市场下跌中恐慌情绪不断加剧，信心还有多少？要跌到哪里呢？还有触底反弹可能吗？

金色财经推出加密货币和区块链行业早报《金色早8点》2959期，为您提供最新、最快的数字货币和区块链行业新闻。

美元,高估的美元在走弱：人民币该如何应对 金色财经,一旦人民币实现自由兑换，就会大幅贬值吗？