ChainCatcher news, according to Coingecko data, the market fell broadly this morning, with the total cryptocurrency market capitalization dropping to $2.81 trillion, a daily decline of 3.38%.Among the top 100 cryptocurrencies by market capitalization, the following tokens rose against the trend:Berachain (BERA) rose 10.2%, current price $7.38;Optimism (OP) rose 10.02%, current price $1.18;Aptos (APT) rose 8.56%, current price $6.02;Litecoin (LTC) rose 8.11%, current price $123.96;Movement (MOVE) rose 7.82%, current price $0.45;

ChainCatcher news, Binance CEO Richard Teng stated that the recent market volatility should be viewed as a "tactical pullback," rather than a structural decline in the crypto market. He emphasized that the crypto market has historically experienced macroeconomic shocks and rebounded strongly, such as when Bitcoin briefly fell below $20,000 in 2022 due to the Federal Reserve's interest rate hikes, but quickly recovered as the market stabilized.Teng pointed out that institutional investor interest is still on the rise, with continued inflows into ETFs, and Binance is also steadily growing. He believes that the Federal Reserve's pause on interest rate cuts is a key factor in the recent market adjustment, and although the likelihood of a rate cut in March has decreased, future policies will still depend on inflation and employment data.He stated that market pullbacks often present opportunities for seasoned investors to position themselves for the next upward cycle, and the crypto market has become part of the global financial system, proving its resilience in the face of macroeconomic fluctuations.

ChainCatcher news, Greeks.live macro researcher Adam released a Chinese community briefing, which pointed out that the market is generally turning bearish, with expectations for BTC to pull back to around $80,000.Most traders believe that ETH and SOL will continue to decline, but remain optimistic about BTC's medium to long-term trend. The trend of integration between traditional finance and cryptocurrency is that BTC is gradually decoupling from the crypto space, becoming a store of value for institutional investors, with reduced correlation to other crypto assets.

ChainCatcher message, encrypted KOL Ansem's post analysis states, "It seems that Bitcoin has broken below the support level and has breached the trading range of the higher time frame.The key price level maintaining the bearish view on the higher time frame is around $96,500. It is worth noting that there has not yet been any bearish range breakout on the higher time frame during this cycle; currently, there is only a downward divergence, so let's wait and see.I believe the main issue right now is whether the cryptocurrency market is leading to indicate the overall market's risk-averse sentiment. If stock indices also decline in the coming weeks, this is more likely to be the beginning of a downtrend rather than a small setback in an uptrend."

ChainCatcher message, Greeks.live macro researcher Adam released a community briefing indicating that current market participants are cautious about Bitcoin's short-term trend. Analysis shows that while traders maintain a long position in the long term, the market is expected to exhibit a volatile trend in the near term. The market is focusing on the $90,000 to $100,000 price range, especially the $95,200 support level.In the options market, traders are actively selling call options near $99,000 while maintaining bearish positions. Notably, the current options volatility is low, with the implied volatility of contracts expiring this week at 44%, and the market believes the current volatility is underestimated. Most traders are adopting range trading strategies in the $90,000 to $100,000 range, with some using a 9.6/100,000 ratio spread and laddered options structure for risk management.

ChainCatcher news, Matrixport's latest weekly report "How Liquidity and Macroeconomic Indicators Affect Bitcoin" shows that several macroeconomic and liquidity factors are influencing the price trend of Bitcoin. The report focuses on four key factors:First, the shift in U.S. debt issuance strategy. During Yellen's tenure, the U.S. Treasury preferred to issue short-term Treasury bills (T-bills) and issued fewer long-term bonds, which suppressed the rise in Treasury yields, reduced the attractiveness of fixed-income assets, and drove funds toward Bitcoin and stocks. However, the new Treasury Secretary Scot Bessent may increase the issuance of long-term Treasury bonds, which could push yields higher, tighten liquidity, and weaken demand for risk assets.Second, the trend of the U.S. Dollar Index (DXY). As an indicator of the strength of the dollar against a basket of foreign currencies, a stronger DXY often indicates tightening global liquidity, reducing the attractiveness of risk assets like Bitcoin.Third, the impact of inflation data. CPI and PCE are core indicators that the Federal Reserve focuses on, and a cooling of inflation may prompt the Fed to adopt a more hawkish stance, affecting market liquidity and risk appetite.Fourth, changes in global money supply (M2). The cessation of M2 contraction at the end of 2023 helped Bitcoin break through $40,000. The report suggests that a moderate growth of M2 and controlled inflation are most favorable for Bitcoin's performance, but if M2 grows too quickly, it may trigger rising inflation, forcing the Fed to tighten its policy.

ChainCatcher news, according to Forbes, despite the stagnation of Bitcoin prices, people remain optimistic about the long-term prospects of Bitcoin. The breakthrough of Bitcoin prices above $100,000 could mark the beginning of large-scale institutional adoption of Bitcoin, a trend that may last for 10 to 20 years. Samson Mow, CEO of Bitcoin wallet company Jan3 and founder of Pixelmatic, pointed out that the previous bull market was subdued due to backlog issues on trading platforms.However, with the launch of exchange-traded funds (ETFs), the barriers for traditional financial capital to flow into Bitcoin have been removed. Currently, capital inflow has not yet fully materialized, and institutions are just beginning to "dip their toes" into the cryptocurrency market.BlackRock led a campaign in 2023 to gain U.S. approval for a spot Bitcoin ETF, with a series of Bitcoin funds set to debut in January 2024, quickly becoming one of the fastest-growing ETFs in history. The U.S. spot Bitcoin ETF first surpassed the $100 billion net asset threshold last November, with BlackRock's iShares Bitcoin Trust (IBIT) leading the way at $60 billion, holding nearly 600,000 Bitcoins.

ChainCatcher news, during the "Trends and Rhythms of the New Web3 Cycle" event held at Consensus HK, UFLY Labs Investment Partner & UXLINK co-founder Neal, BrickBank founder & CEO Jeffrey, GOAT Network growth lead Annie, SevenX Ventures investor Yinghao, and Hashkey Capital investor Rui shared insights in a roundtable discussion on the theme of "New Trends in 2025."Regarding the direction of the current market, Annie believes it is difficult to apply the experiences of previous cycles and cannot draw simple conclusions, but she is relatively pessimistic at the moment; Yinghao predicts that the market will be very differentiated, with Bitcoin, Ethereum, and Solana having their own independent trends; Neal thinks this bull market is more influenced by macro factors than any previous cycle and advises investors to pay more attention to macro trends. Jeffrey believes that besides macro factors, there are also signs of large-scale applications in the industry, indicating that the industry is progressing. Rui states that where there is volatility, there are opportunities, and the discussion of whether a bull market exists is not very meaningful.In an uncertain market, what key areas should be focused on? Rui believes that new content will certainly emerge and suggests paying attention to mechanisms that are more competitive and complex. Jeffrey recommends looking for directions with a profit-making effect and then finding targets within that direction. Neal indicates he will heavily invest in AI; besides AI and memes, Annie is also focused on RWA. Yinghao is interested in new assets and new asset issuance methods.

ChainCatcher news, during the "Trends and Rhythms of the New Web3 Cycle" event held at Consensus HK, Kyle, partner of cooking.city & co-founder of EVG, 0xbing, investor at Paper Venture, crypto KOL YuYue, Vand Ni, founder of Asian on Chain, and Leo Li, Web3 product manager at OKX, held a roundtable discussion on the theme of "The Advanced Path of Meme and P Players."Regarding the trading skills that meme players are most concerned about, YuYue stated that, in addition to establishing their own methodology, it is fundamentally necessary to invest enough time and effort to potentially enter at lower price points. Vand Ni shared a similar view, noting that when only a few memes can emerge from a large volume of meme trading, players need time to cultivate their sensitivity and iterative skills. Leo Li believes it is necessary to reduce trading frequency, as high-frequency PVP poses too great a challenge for many ordinary players.On the impact of celebrities like Trump issuing coins on the meme market, Kyle believes it accelerates the attention of the outside market towards memes. As a primary investor, 0xbing feels that figures like Trump attract significant market attention, which has impacted primary investments to some extent. YuYue believes that the continued popularity of memes forces the market to rethink its valuation system, suggesting that memes may have a longer lifespan than most narratives.

ChainCatcher news, during the "Trends and Rhythms of the New Web3 Cycle" event held at Consensus HK, SoSoValue co-founder Jivvva Kwan shared a keynote speech on the topic "Crypto------Investment Logic in the Era of Mainstream Assets."Jivvva Kwan stated that investing is a gradual accumulation process. In 1985, the total size of the U.S. securities market was $2.3 trillion, while this year it has grown to $80 trillion. Currently, the size of the crypto market is about $3.3 trillion, with a promising future ahead. Kwan emphasized that as more assets become tokenized, stocks, bonds, commodities, and others will gradually enter the tokenization era, while the decentralized finance ecosystem will also thrive, which is highly certain.In addition, he introduced the SoSoValue Indexes Protocol, which utilizes on-chain smart contracts to repackage multi-chain, multi-asset portfolios into wrapped tokens, achieving the effect of passive index investing and helping investors capture both beta and alpha returns.

ChainCatcher news, according to CoinDesk, analyst Van Strate stated that data shows the actual volatility of Bitcoin and the implied volatility are both near multi-year lows, and the "volatility chaos index" has reached one of its highest levels in recent years, which may trigger short-term trends.Since the end of November, the price of Bitcoin has been oscillating within a narrow range of $91,000 to $109,000, with volatility significantly contracting. Glassnode data shows that the 2-week actual volatility (annualized) measuring the price fluctuations over the past two weeks has dropped to 32%, marking one of the lowest levels in years. Meanwhile, the 1-month options implied volatility, reflecting the market's expectations for volatility over the next four weeks, has also fallen below 50% annualized, similarly at a historical low.

ChainCatcher message indicates that, according to SoSoValue data, the encrypted market sector has generally experienced a significant correction, with a 24-hour decline of approximately 1% to 4%. Notably, ETH has risen against the trend, with a 24-hour increase of 1.95%, while Solana (SOL) has dropped by 6.01% due to various factors. Additionally, the Layer2 sector has increased by 0.15%, with Mantle (MNT), Arbitrum (ARB), and Optimism (OP) rising by 5.41%, 1.92%, and 3.69%, respectively.The AI sector briefly rose before correcting again, with a 24-hour decline of 5.25%. Within the sector, Virtuals Protocol (VIRTUAL) fell by 7.90%, ai16z (AI16Z) dropped by 12.18%, and AI Rig Complex (ARC) decreased by 26.16%.In other sectors, the CeFi sector saw a 24-hour decline of 0.84%, the DeFi sector dropped by 1.64%, the Layer1 sector fell by 2.45%, and the PayFi sector decreased by 3.30%. Within this sector, XRP fell by 3.09%, Stellar (XLM) dropped by 3.62%, but Telcoin (TEL) rose by 29.99%; the Meme sector declined by 3.83%.

ChainCatcher news, Web3 data company RootData and Chaincatcher will hold an event titled "Trends and Rhythms of the New Web3 Cycle" during Consensus HK.The event will take place on February 19 from 14:00 to 18:00 at the 2nd floor of the Hong Kong Convention and Exhibition Centre (28 Stanley Street, Central), focusing on hot topics in crypto such as AI Agent, Memecoin, RWA, etc., aiming to provide investors with market direction guidance.Guests at the event include industry leaders such as SoSoValue co-founder Jivvva Kwan, RootData co-founder Hunter, GMGN co-founder HZ, OKX Web3 product manager Leo Li, and many others.Click link to register now, and industry professionals are welcome to participate in the discussion.