Weekly Highlights | Gold, US stocks, and cryptocurrencies all decline; Wosh and Epstein are this week's celebrities

PANews Editor’s Note: PANews has selected high-quality content from the past week to help everyone identify gaps over the weekend. Click on the title to read.

Macroe Perspective

Why have rate cuts and balance sheet reductions been difficult to implement substantively since Warsh took office?

It is expected that Warsh will not immediately pursue the policies of rate cuts and balance sheet reduction. Tight interbank liquidity limits the space for balance sheet reduction, and the interest rate path is constrained by employment and inflation data. His policy framework may lack flexibility, requiring a balance between FOMC stance and relations with Trump.

Gold metal crash, dollar rally—friend or foe for Warsh?

Market volatility surged due to Kevin Warsh potentially leading the Fed. His contradictory stance supporting rate cuts while insisting on balance sheet reduction triggered sharp declines in gold and silver, and a strengthening dollar. Investors worry about liquidity tightening, and Wall Street shows clear divisions over his independence and policy influence.

Behind the U.S. Senate Agriculture Committee’s passage of the CLARITY Act: bleak prospects ahead

Due to collective opposition from Democratic senators, the committee vote barely passed amid strict partisan divides. If partisan conflicts persist, prospects may become even gloomier as elections approach.

The real culprit behind the crypto crash: Warsh effect

Trump’s nomination of hawkish Kevin Warsh as Fed Chair triggered a crypto market plunge. Bitcoin fell to $78,214, Ethereum and others dropped over 18%, amid concerns that monetary tightening would lead to liquidity exhaustion and ETF outflows.

Breaking down the White House crypto meeting: two-hour fierce debate between banking giants and crypto industry—what are they fighting over?

The White House convened representatives from the crypto and banking sectors for a key dialogue on the controversy over stablecoin yields in the CLARITY Act, aiming to advance legislation and balance innovation with financial stability.

Market Fluctuations

No black swan—four atypical guesses about Bitcoin’s oversold “culprit”

Without warning, Bitcoin suddenly plunged into the third-largest oversold zone in history, with long accounts’ balances and psychological defenses collapsing simultaneously. What confuses the market is that this spiral decline lacks a clear trigger. Some atypical guesses attempt to explain the bizarre market behavior.

Gazing into the abyss below $65,000: deconstructing MicroStrategy’s liquidation panic and macro prospects for 2026

On February 6, Bitcoin broke below $65,000, sparking global panic. MicroStrategy faced rumors of a “liquidation spiral” again. By analyzing its capital structure and debt attributes, this article reveals Michael Saylor’s underlying logic of “not liquidating even if it drops to $1.”

Wall Street’s hottest trades retreat across the board

Popular trades on Wall Street have shifted to risk aversion. Tech stocks, gold, and Bitcoin plummeted amid concerns over excessive AI spending and overvaluation. Investors are turning to defensive strategies.

Why are gold, US stocks, and Bitcoin all falling?

Global assets collectively plummeted, driven by fears of an AI bubble and fiscal sustainability issues, triggering a liquidity crisis. Cryptocurrencies, as risk assets, led the sell-off, with investors panic-selling for USD cash.

Bitcoin’s continuous plunge—Is forced liquidation by MSTR the focus?

The “old money” narrative has failed. Without new buyers, institutional holdings trapped at high levels may turn into ongoing selling pressure.

CICC: When gold and US Treasuries go hand in hand

To end the gold trend, the US must spend heavily to rebuild trust in US debt, solving the “trilemma” of low inflation, low interest rates, and dollar dominance.

Epstein’s Story

Genius or devil? The unbelievable life of Epstein turned into a movie

From math prodigy to financial tycoon, Epstein manipulated global elites through power and sex trades, involved in scandals, financial fraud, and political conspiracies. His bizarre death and crypto market crashes have fueled conspiracy theories.

Claims to have met Satoshi Nakamoto and called Saylor a freak—secrets in Epstein files about crypto

The US Department of Justice released Epstein documents revealing early crypto connections: investing in Bitcoin, participating in Blockstream funding, supporting Bitcoin Core development, inviting Saylor to parties, and possibly contacting Satoshi’s team, sparking industry speculation.

The “zombie” kicked out of Epstein dinners, Saylor became Bitcoin’s biggest winner

In 2010, Epstein’s PR Peggy Siegal complained in an email that Saylor spent $25,000 attending a dinner but left halfway because he was boring and hard to communicate with, like a “drugged zombie.”

Using AI to analyze 260,000 Epstein files, uncovering this “crypto circle connection list”

Epstein was not an investor in crypto. Multiple clues suggest he was more of an information broker.

About Vibe Coding and Agents

Lobster social: a wasteful “zombie network” built on power

Moltbook’s content has been criticized for high homogeneity, lacking diversity and depth of genuine human social networks. Peking University professor Hu Yong and others believe this pure AI social experiment is a “waste of computing power” and may worsen internet spam.

Overview of core projects in the OpenClaw ecosystem on Base chain

Includes six major projects: Clanker liquidity infrastructure, Bankr Twitter interaction DeFi platform, Moltbook agent social scene, 4claw.org anonymous discussion board, clawd.atg.eth application deployment agent, and CLAWNCH asset issuance platform.

Vibe Coding’s golden age—open source is quietly dying

While Vibe Coding improves programming efficiency, AI-mediated processes cut off feedback and income for open source maintainers, potentially weakening the software ecosystem long-term. The paper calls for restructuring profit distribution, viewing open source as a foundational infrastructure requiring investment.

Million-agent social experiment, Moltbook’s viral spread, and meme speculation

Moltbook’s AI social experiment went viral, with over a million agents active. However, security vulnerabilities and fake accounts emerged, fueling a crypto meme craze and sparking deep debates on AI autonomy.

Interview with OpenClaw founder: AI is a lever, not a replacement—80% of apps will be replaced

AI assistant ClawdBot (now OpenClaw) became popular, capable of controlling computer applications via messaging platforms, even fixing code and managing smart homes. Founder Peter Steinberger believes AI will replace 80% of mobile apps but emphasizes human taste and judgment are indispensable; otherwise, output is just trash.

AI agents are experimenting anew: 110,000 people compete to be “oxen and horses,” crypto payments become essential

AI platform Rentahuman.ai enables AI to hire humans for real-world tasks. Nearly 110,000 registered, paying with cryptocurrencies, exploring new human-AI collaboration models, with encryption tech as key infrastructure.

Seizing Opportunities

15-minute win-or-lose game: analysis of 1 million trades reveals Bitcoin’s “folding world” prediction market

PANews team analyzed 3 days of data covering 1.05 million trades on Bitcoin’s 15-minute price prediction market. For ordinary participants, it’s either becoming a top sniper with high success rate or maintaining extremely low frequency and restraint; frequent trading likely only benefits the ecosystem.

Five key indicators dissect Bitcoin’s bottom—has the time to buy bottom arrived?

After the market turned bearish, where is Bitcoin’s bottom? Multiple indicators suggest Bitcoin may be approaching or at the bottom, but confirmation requires further data like trading volume.

Hyperliquid enters prediction arena—what are the selling points of HIP-4 protocol?

Hyperliquid launched the prediction market feature Outcomes, with its token HYPE surging over 10%. The feature uses full collateralization, nonlinear settlement, and shares margin with existing trading products, aiming to redefine prediction market rules.

Web3 News

Multicoin partner leaves, but I’m not ready to fold yet

Crypto VC Multicoin partner Kyle Samani announced his departure from crypto, shifting to AI and other fields. His exit prompts industry reflection: the crypto sector is shifting from grand narratives to reality. While financial applications remain, confidence is shaken by AI impacts, and some still seek possibilities.

Circle: Why do 95% of stablecoins ultimately go to zero?

Stablecoin issuance is not a technical issue but a strategic choice involving trust and compliance. Most projects fail due to lack of operational capacity. Companies should prioritize using mature stablecoins rather than reinventing the wheel.

Faith in deposits: ten coins can be called “marquis”

Bitcoin’s 2024 halving will make it more scarce than gold. ETF expectations push prices higher. Bitcoin is the only long-term value asset. Beware of altcoin traps. It’s recommended to hold coins during bear markets as an inflation hedge. For ordinary investors, understanding and holding Bitcoin is key to participating and possibly winning in this crypto game.

The biggest airdrop in crypto is the Yuanbao given

Crypto market crashes, investors suffer heavy losses, turning to “snatching Yuanbao red envelopes” for comfort. Compared to high-risk, low-return Web3 airdrops, Web2 cash red envelopes are more reliable.

Key News

• Epstein funded crypto company Blockstream, discussed Bitcoin with Peter Thiel, Adam Back, etc.
• Author of “Rich Dad Poor Dad”: prepare to buy during the crash of gold, silver, and Bitcoin markets
• Anthropic plans to allow employees to sell shares at a $350 billion valuation
• Ark Invest increased holdings in Bitmine, Coinbase, Circle, and other stocks
• US stock indexes all declined, with Coinbase and Circle down over 4%
• Trump signed a funding bill ending partial government “shutdown”
• The prototype of “The Big Short”: Bitcoin crash may trigger a $1 billion sell-off of gold and silver
• Chiliz to launch US fan tokens, with 10% of proceeds used for buyback and burn of CHZ tokens
• Ark Invest bought the dip in crypto stocks like Circle and Bitmine, totaling over $24 million
• US reduced Indian goods tariffs from 50% to 18%, India agreed to stop buying Russian oil and switch to US oil
• Strategy CEO: Bitcoin needs to fall to $8,000 and stay there for years to threaten its debt repayment
• Trend Research recharged Binance with 20,000 ETH, suspected to sell 47,000 ETH within 6 hours
• Delphi Digital: Since January last year, 97% of altcoins have been in decline, with an average retracement of 78%
• Santiment: Whale holdings of BTC hit a 9-month low, retail holdings hit a 20-month high
• Cryptocurrency market evaporated $1 trillion in 22 days, with an average daily loss of $45 billion
• MSTR Q4 2025 net loss of $12.4 billion, stock price fell 17% that day
• Saylor’s unrealized loss exceeds $10.1 billion, Tom Lee’s unrealized loss over $8.65 billion
• Binance USDT OTC price rose to 7.1 yuan, selling price up to 7.03 yuan
• Bitcoin plunged 15.48% in one day, the largest single-day drop since FTX collapse
• Suspected Multicoin Capital-related wallet exchanged large amounts of ETH for HYPE tokens