๐บ๐ธ๐ QCP notes that amid rising tensions in Iran, crypto markets remain range-bound, with Bitcoin briefly hitting $63K and Ethereum at $1,910 before recovering. Saturdayโs U.S. strike caused approximately $300M in long liquidations but was contained, indicating reduced positions and some capital shifting to 24-hour assets like tokenized gold. Options reacted moderately, with 1-day implied volatility spiking to 93% but staying below 60%. After a similar strike last June, Bitcoin briefly fell below $100K, rebounded, and later rose to $123K. Current call buying on March 74K and 75K strikes suggests investors are positioning for a potential March rebound.
Best opportunity of this year! market review 02.03.2026 Episode 8
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12 min video
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Bitunix
๐ฎ๐ท๐ #BTC CQ: Iran escalation, zero panic. Bitcoin's short-term holders aren't blinking โ yet.
The sell-side pressure from recent buyers is fading. Panic is being replaced by patience, or at least exhaustion.
The sell-side pressure from recent buyers is fading. Panic is being replaced by patience, or at least exhaustion.
๐๐ According to CoinShares, digital asset investment products recorded $1 billion in inflows last week.
#BTC saw $881 million in inflows, while #ETH registered $117 million in inflows.
However, both Bitcoin and Ethereum remain in net outflow territory year to date. In contrast, #SOL recorded $53.8 million in inflows last week, and #LINK saw $3.4 million in inflows. link
#BTC saw $881 million in inflows, while #ETH registered $117 million in inflows.
However, both Bitcoin and Ethereum remain in net outflow territory year to date. In contrast, #SOL recorded $53.8 million in inflows last week, and #LINK saw $3.4 million in inflows. link
๐ต๏ธ CZ Addresses Binance FUD, BNB Ecosystem Controversies, and Market Cycle Outlook:
In a January 31 AMA, CZ denied market manipulation allegations, attributing volatility to macro factors and stressing that no single entity controls Bitcoin. He clarified that Binance Alpha is not an endorsement, reaffirmed 100% reserves and proof-of-reserves, and noted that FUD often stems from competitors or disgruntled users. Despite near-term volatility, he remains long-term bullish. #macro link
In a January 31 AMA, CZ denied market manipulation allegations, attributing volatility to macro factors and stressing that no single entity controls Bitcoin. He clarified that Binance Alpha is not an endorsement, reaffirmed 100% reserves and proof-of-reserves, and noted that FUD often stems from competitors or disgruntled users. Despite near-term volatility, he remains long-term bullish. #macro link
๐ฏ๐ต๐ต๏ธ $14 trillion BlackRock's iShares Core MSCI Japan IMI UCITS ETF disclosed they bought 621,400 ($1.27 million) Bitcoin treasury company MetaPlanet (3350.T) shares for the first time, in Q4 2025. #etf link
๐ฒ #SOL Solana Mobile has announced the launch of the modular integration solution Solana Mobile Stack for Android device manufacturers. This solution supports storing digital assets in Seed Vault and enables fast P2P or cross-border transfers through Seeker Wallet, along with direct integration with Visa, Stripe, PayPal, and other ecosystems. link
๐ถ The Qivalis alliance of 12 major European banks is advancing a euro stablecoin, targeting launch in the second half of 2026.
Members include CaixaBank, BNP Paribas, ING, UniCredit, and BBVA. The coin will be 1:1 pegged to the euro, with at least 40% of reserves in bank deposits and the rest in high-rated short-term eurozone sovereign bonds, offering 24/7 redemption. #stablecoin link
Members include CaixaBank, BNP Paribas, ING, UniCredit, and BBVA. The coin will be 1:1 pegged to the euro, with at least 40% of reserves in bank deposits and the rest in high-rated short-term eurozone sovereign bonds, offering 24/7 redemption. #stablecoin link