ChainCatcher news, according to Cointelegraph, Federal Reserve Chairman Powell stated on February 11 during a Senate Banking Committee meeting that "there is no need to rush to adjust" interest rates, but the cryptocurrency market has shown strong resilience.Cryptocurrency analyst Matthew Hyland noted that although this is "the worst news for the crypto market in 2025," the market reacted calmly, with some tokens even experiencing gains, which may indicate that the market has already priced in the expectation of the Federal Reserve maintaining high interest rates.

ChainCatcher news, according to The Block, the cryptocurrency market indices have retraced their gains following the U.S. elections. Among them, the GMMEME and GMAI indices have fallen by 60% and 56% respectively from their peaks in December 2024.In contrast, the U.S. and DeFi-related indices have shown more resilience. The GMUS index, representing U.S. native protocols (including SOL, XRP, DOGE, etc.), has only dropped 29% from its peak in January 2025; the GMDEFI index (including LINK, UNI, AAVE, etc.) has decreased by 38% from its peak in December.The GM30 index (representing the top 30 cryptocurrencies) has seen a decline of 24%, mainly due to the price stability of Bitcoin, XRP, and BNB. Data shows that since early December 2024, the TOTAL2 index has fallen by 28%, while Bitcoin has only decreased by 6%, with Bitcoin's market cap share increasing by 13%.

ChainCatcher news, according to The Block, based on GMCI index data, the Meme and AI token sectors have experienced the most severe declines during the recent market adjustment, with the GMMEME and GMAI indices down 60% and 56% respectively from their peaks in December 2024. Additionally, several sectors such as GML2, GMDEPIN, GMGM, and GMSOLMEME have returned to levels seen before the U.S. elections.In contrast, the U.S. concept (GMUSA) and DeFi (GMDEFI) indices have shown relatively robust performance. The GMUSA index has only retraced 29% from its peak in January 2025, covering projects like SOL, XRP, DOGE, ADA, LINK, LTC, and XLM. The GMDEFI index is down 38% from its December peak, but still outperforms the Meme and AI tokens. The GMDEFI components include LINK, OM, UNI, ONDO, AAVE, and MKR.Overall market-wise, the GM30 index (top 30 cryptocurrencies) has fallen 24% since December, primarily supported by the relative stability of BTC, XRP, and BNB, while other altcoins have generally weakened. BTC dominance (BTC.D) has increased by 13%, indicating that funds are concentrating towards Bitcoin, reflecting a massive sell-off in the altcoin market.

ChainCatcher news, QCP Capital's latest analysis shows that traditional financial markets continue to be volatile against the backdrop of developments in U.S. trade policy and a high-risk tariff war. The S&P 500 index struggles to maintain the 6000-point mark, and last week's fluctuations led to a pullback in the cryptocurrency market, with Bitcoin briefly touching $92,000 and Ethereum dropping to $2,100. Although the U.S. has delayed imposing tariffs on Mexico and Canada, the U.S.-China trade war remains the market focus.In terms of cryptocurrency regulation, regulatory agencies have established a dedicated working group to draft stablecoin regulations and assess the feasibility of Strategic Bitcoin Reserves (SBR). QCP Capital believes that while Bitcoin's resilience is shown by its maintenance above $90,000, it is advisable to adopt a defensive investment strategy in light of geopolitical risks and the lack of short-term positive catalysts.

ChainCatcher news, Bitfinex Alpha's latest report shows that the Bitcoin market is undergoing a structural transformation. Although the BTC price fell below $100,000 due to Trump's tariff policy, the continuous accumulation by institutional investors indicates market resilience. MicroStrategy increased its holdings by 10,107 bitcoins for $1.1 billion, bringing its total holdings to 158,400 bitcoins, and submitted a financing application to the SEC in preparation for future purchases; the Japanese listed company Metaplanet completed a $745 million financing to expand its Bitcoin reserves to hedge against the risk of yen depreciation. In January 2025, BTC recorded a 10% increase, with prices consolidating within a 15% range for nearly 65 days.On a macro level, Bitcoin's correlation with traditional markets has increased, with a 30-day correlation with the S&P 500 reaching 0.8, a new five-month high. The Federal Reserve maintained interest rates at 4.25%-4.50%, with inflation still above the 2% target, and core PCE year-on-year remaining at 2.8%. Meanwhile, Tether is integrating its $140 billion USDT into the Bitcoin Lightning Network, enhancing network payment efficiency through Taproot Assets technology, and driving Bitcoin's transformation from a store of value to a payment network.

ChainCatcher news, Bitfinex released a report stating that Bitcoin experienced an astonishing rebound last week, rising back above $100,000 after briefly dropping to a low of $89,698. The rebound peaked at $105,800. The 18.2% rebound from peak to trough highlights Bitcoin's relative strength compared to stocks. The recovery was primarily driven by positive spot buying, evidenced by a significant increase in cumulative spot trading volume. This indicator suggests that buying pressure from buyers, especially from U.S. exchanges, is substantial. The buying pattern is similar to previous activities associated with MicroStrategy and ETF purchases, further confirming the view that institutional demand remains strong.However, the spot buying pressure observed last week may take time to replenish buying interest, potentially leading to a brief pullback before further upward momentum can resume. Bitcoin's resilience and sustained demand suggest it will continue to strengthen in the medium term.

ChainCatcher news, according to Cointelegraph, the EU's Digital Operational Resilience Act (DORA) has officially come into effect, requiring cryptocurrency companies to comply with new cybersecurity regulations. According to the regulations, financial entities within the EU must establish a comprehensive register of third-party IT service provider contract arrangements to ensure infrastructure security and risk management.DORA is a further extension of the EU's Markets in Crypto-Assets Regulation (MiCA), aimed at enhancing the ability of companies to respond to disruptions such as cyberattacks and IT failures, with the ultimate goal of strengthening investor protection and market integrity. Matt Sullivan, Deputy General Counsel and Head of Ireland at crypto infrastructure company MoonPay, stated that all crypto asset service providers licensed under MiCA must comply with DORA's requirements.

ChainCatcher message, Su Zhu posted on X: "I find it strange that people are surprised by SUI's outstanding performance. The success of Solana this cycle has made people realize that smart contract platforms can be quickly disrupted, and each generation is much better than the last. In the ocean of copy-pasting EVM, Move represents a significant upgrade moment.In fact, during the competition in 2022, Sui was at a disadvantage compared to Aptos. In reality, the two major mistakes of 3AC that year were only investing in Aptos instead of Aptos + Sui (and investing in Fuel Labs instead of Fuel + Celestia).Therefore, Sui has a more resilient and guerrilla-like underdog advantage. If you talk to Solana developers who are currently deploying on Sui, you will find that they are very optimistic about the developer experience. Ultimately, if the projects we are talking about can reach a market cap of over $100 billion, those are the truly important things."

ChainCatcher news, Investors Edge Market and Research Director John Choong stated that after the release of the non-farm payroll report in November, the market predicts a greater than 90% chance of the Federal Reserve cutting interest rates this month, which has exceeded market expectations. Traders seem to focus on the fact that while the U.S. job market shows no signs of cooling, it also shows no signs of heating up. However, Choong's interpretation of the data is different.He believes that the non-farm payroll data for November indicates that last month's weakness was merely a temporary phenomenon caused by the hurricane, and the U.S. labor market is resilient. The Federal Reserve needs to carefully "thread the needle," as they cannot cut rates too early if inflation remains high. He expects rate cut expectations to be repriced, "because today's strong data challenges the view of a rate cut in December."

ChainCatcher news, according to The Block, major altcoins have outperformed Bitcoin in both weekly and monthly indicators, demonstrating greater stability, even amidst Bitcoin's recent volatility. After Bitcoin reached an all-time high of $103,000, its price has dropped over 5% in the past 24 hours, falling below the $100,000 mark. In contrast, altcoins like Ethereum and Solana have only seen a slight pullback of about 1% during this decline.Bitwise's Head of Research in Europe, André Dragosch, stated, "Since the beginning of November and the U.S. elections, an increasing number of altcoins have outperformed Bitcoin. The Altcoin Season Index shows that 85% of the altcoins it tracks have outperformed Bitcoin in the past 30 days. Additionally, altcoins seem to be driven by a more diversified investment narrative, with their performances showing an increasingly widening divergence."André Dragosch pointed out that Bitwise's data indicates that the correlation between Bitcoin and major altcoins is weakening. He explained, "The performance correlation between altcoins and Bitcoin has significantly decreased. A lower correlation means that altcoins now have a greater likelihood of achieving excess returns or outperforming Bitcoin compared to before the U.S. elections."

ChainCatcher news, during the "DeInsight 2024" annual summit held in Bangkok Devcon, Manta Network co-founder Victor shared a keynote speech on "The First Layer2 Adopting MultiDA."Victor stated that Manta Network not only values on-chain data but also pays great attention to on-chain user behavior and use cases. The network has consistently ranked among the top three in the Layer2 market in terms of monthly active users. Data shows that Manta Network's monthly active addresses have exceeded 346,000, with average transaction fees as low as $0.0001 and daily transaction volume reaching up to 381,000.He then elaborated on the groundbreaking MultiDA (Multi Data DA Framework) technology introduced by Manta. By integrating multiple DA solutions such as EigenDA, NEAR DA, 0G, Nubit, and Dill, Manta has not only significantly enhanced the network's stability and resilience but is also the first Layer2 network to adopt the MultiDA architecture.He revealed that the Celestia DA layer has saved Manta over $12 million in costs.Video live stream link:https://www.youtube.com/live/tTVcUPumPysImage live stream link:https://www.pailixiang.com/album_ia7637038926.html

ChainCatcher news, according to Dongwang reports, the Deputy COO of Victory Securities published an analysis stating that the virtual asset market has reached the lower end of a volatile trend. Last week, Bitcoin's price dropped by approximately 4.25% over the week, while Ethereum fell by about 5.29%. The decline in virtual assets is mainly due to the impact of U.S. economic data, but from the perspective of the virtual asset market, it still shows resilience.In terms of capital flow, about $706 million flowed out of the over-the-counter Bitcoin ETF last week, and approximately $98 million flowed out of the Ethereum ETF. Despite the outflow of funds, if market sentiment remains positive, it may only be a temporary adjustment rather than a change in the long-term trend; the open interest in Bitcoin contracts on exchanges is at a historical high, which usually indicates that capital remains in the market, showing traders' strong commitment to the market.This dynamic of funds may reflect market participants' recognition of the current price level and signs of optimism for the mid-to-long-term in the latter half of the bull market. From a spillover effect perspective, the average market capitalization ratio of the top 10% of U.S. listed companies to the average market capitalization of the other 90% of U.S. listed companies has reached twenty-eight times, indicating a concentration of leading companies, which suggests that a rotation within U.S. stocks may soon unfold, potentially leading to a decline in virtual assets.In this week's fluctuations in the virtual asset market, the prices of Bitcoin and Ethereum have experienced a decline, but this does not necessarily indicate a change in the long-term trend. Market volatility is an inherent characteristic, and investors should pay more attention to the fundamentals and long-term value of the market. As the market develops and matures, more stability and predictability may be anticipated.

ChainCatcher news, Aave and Lens Protocol founder Stani Kulechov stated, "In light of the recent arrest of Telegram's CEO Pavel Durov, I have been reflecting on how to build a 'resilient approach' that can uphold various rights, even when these rights (such as freedom of speech and content moderation) may conflict with each other.First, when discussing resilient software, it is important to move away from the concept of 'decentralization.' 'Decentralization' is a term that can easily lead to misunderstandings, and its meaning is rarely agreed upon.Instead, the construction of social networks should focus on resilience. In fact, resilience means minimizing any potential single points of failure that could undermine or affect the functionality and integrity of the network. This concept is easier to understand and measure.For example, the most successful DeFi projects today are built this way. They do not necessarily aim to achieve a certain level of decentralization, but rather to ensure that protocols like Aave can withstand potential threats and single points of failure from various participants.A truly resilient social network is a system that is extremely difficult to penetrate or disrupt by any single entity or coalition of entities.Resilience ensures that participation in the network or protocol is safeguarded at all levels. The flow of information should be resilient against manipulation or biased censorship. Administrators should be protected from undue influence. Content should be able to resist deletion by operators and be fully controlled by its authors.Currently, blockchain technology provides a means to achieve resilience. At its core, blockchain ensures access control (who can write) and secure storage of value (assets). It can determine who can publish in the information flow, join communities, moderate content, serve as legitimate fact-checkers, and how funds are allocated within the network. Additionally, it enables a community-driven framework for selecting administrators or fact-checkers through voting mechanisms.For resilience to be effective, accountability and transparency are key. Transparent networks are more likely to ensure resilience, and if privacy is needed, guarantees like zero-knowledge proofs (ZK-proofs) can provide verifiability while ensuring transparency. Public blockchains have these features built-in.I believe that a truly resilient social network will unlock new interesting use cases, as developers will no longer have to worry about being shut down.These foundational principles will guide the development of Lens V3."

ChainCatcher news, DeFiance Capital founder and CEO Arthur Cheong posted on X that the market may shift to favor crypto projects that have demonstrated their product-market fit (PMF) and resilience across multiple market cycles.These projects may be re-rated to a higher market capitalization, while those with low circulation and high market cap (FDV), which have been continuously hyped, will see little effect.Some of these companies are undervalued and have even become more dominant over the past few years. Ultimately, their price-to-earnings ratio will no longer be below 20 times.

ChainCatcher news, according to The Block, the European Parliament has passed the cybersecurity legislation for digital finance and crypto asset service providers, the Digital Operational Resilience Act (DORA), with 556 votes in favor and 18 against. The regulations related to this law will come into effect 24 months after being published in the Official Journal of the European Union, expected in 2025.DORA aims to coordinate the risk management requirements and processes for reporting cybersecurity incidents. Financial institutions will be required to monitor and report security incidents, and technology service providers will be under the supervision of European regulators. DORA stems from the EU's 2020 Digital Finance Package. Additionally, the vote on MiCA has been postponed until February next year. (source link)