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Key Market Information Discrepancy on February 2nd – A Must-See! | Alpha Morning Report

By: blockbeats|2026/02/02 13:00:01
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Top News

1. Gold and Silver Oil Stocks Fell Across the Board on Monday as Market Sentiment Shifted to Cautious

2. Bitcoin Downtrend Continues, Approaching Near 2025 Low Again

3. Vitalik Talks About Creator Tokens, Can Establish a Non-Tokenized DAO to Use Creator Tokens as Prediction Tools

4. Peter Brandt Implies in a Post that Bitcoin Will Fall to $58,000

5. Macro Outlook for the Week, Non-Farm Payroll Data is Coming, Precious Metal Trends May Affect Fund Flows

Articles & Threads

1. "With No Good News, Where Will Bitcoin Fall"

The only strong cryptocurrency in the market, Bitcoin, has also begun to falter. In the early hours of the first day of February, a needle pierced $75,000. Directly cleaning out the insider whale we have long trusted. It also reached Strategy, Bitcoin's largest holder, with a cost price. Strategy holds a total of 712,647 BTC, with a total acquisition cost of approximately $54.19 billion, an average cost of about $76,037 per coin. Billions of dollars in profit disappeared. After nearly a year, we once again saw Bitcoin starting with a 7. The peak of the 2021 bull market was $69,000, very close. As usual, we still need to find a reason.

2. "Per Capita Profit of $90 Million, the World's Largest Private Buyer of Gold"

Tether has hoarded around 140 tons, worth approximately 24 billion US dollars. This amount exceeds the reserves of central banks of countries such as South Korea, Hungary, Greece, Qatar, Australia, and others. Tether has become the world's largest gold holder outside of central banks. At this pace, Tether's monthly gold purchases exceed 1 billion US dollars. The price of gold has risen from around 2650 US dollars at the end of September 2024 to over 5100 US dollars now, resulting in Tether's unrealized gains on its balance sheet far exceeding 5 billion US dollars.

Market Data

Daily Market Overall Fund Heat (Reflected by Funding Rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

-- Price

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Funding Rate

Key Market Information Discrepancy on February 2nd – A Must-See! | Alpha Morning Report

Token Unlocks

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