If Bitcoin breaks through $86,000, the mainstream CEX aggregate short liquidation intensity will reach 9.12 billion

**F2Pool Founder: Wall Street’s ETH Understanding Lags Crypto’s 2014-2015 Era** Feb 10 — Jiang Zhuo’er, founder of mining pool F2Pool, said in a post that Wall Street’s current grasp of Ethereum (ETH) remains at the level of the crypto community’s 2014-2015 understanding. BTC’s “digital gold” narrative is accessible to external capital, he noted, while ETH’s “smart contract” value proposition is far more complex. The first ETH/BTC rate surge kicked off with the 2016-2017 ICO boom, when countless tokens launched. The second surge began in 2026-2027 amid the tokenization of traditional finance (USD, U.S. equities, U.S. Treasuries), with a flood of RMA tokens hitting the market.

**ASTER Whale (neoyokio.eth) Expands Position to $11M, 4x Leverage; Unrealized Profit ~$250k** As of February 10, per Coinbob Popular Address Monitor, the neoyokio.eth whale (0x152) has added to its ASTER position again over the past two days—after opening a 2x-leveraged ASTER spot position on January 28. The whale now holds a $11 million position with 4x leverage, an average entry price of $0.603, and ~$250,000 in unrealized profit (8% ROI), making it the largest ASTER long position on Hyperliquid. A linked sub-address (0xfb5...) previously held ~$2 million in ASTER longs but stopped out before the February 6 market dip and currently holds no related positions. This whale also has a track record of strategic trades: On September 24, it took a 1x-leveraged long position in XPL at an average $0.69, building a $20 million position that became the largest on-chain XPL long during the token’s sharp rally. It peaked with over $16 million in unrealized profit and was once flagged fo

On February 10, per BitcoinTreasuries.NET, South Korean publicly traded firm Parataxis Korea added 50 bitcoins to its holdings, pushing its total to 200 BTC.

Feb. 10 — A Citigroup strategist said Federal Reserve Chair nominee Kevin Warsh may take a gradual approach to shrinking the central bank’s $6.6 trillion balance sheet to avoid reigniting market turmoil. Citi strategists Alejandra Vazquez Plata and Jason Williams note the Fed under Warsh still has options to reduce its footprint. Rolling over longer-dated Treasury holdings into short-term debt — framed as the “path of least resistance” — would shorten the weighted average maturity of its holdings. The incoming chair may seek consensus among policymakers while prioritizing securing committee support for rate cuts. Additionally, the Fed could slow its ~$40 billion monthly Treasury purchases or halt them entirely. Other options include letting its mortgage-backed securities (MBS) holdings shrink naturally as they mature. Citi projects coupon-bearing bond issuance will rise starting in November 2026, with a risk of delay until February 2027. (FXStreet)

On February 10, BitMEX co-founder Arthur Hayes once again called out former Multicoin co-founder Kyle Samani on X, challenging him to a bet on the "ultimate shitcoin" prediction. Yesterday, Hayes hit back at Samani’s criticism of Hyperliquid by formalizing the bet: he claims HYPE’s price will outperform every shitcoin with a market cap over $1 billion in the coming months.

**Crypto Market Brief: Bitcoin Correction & Bear Market Bottom Predictions** February 10: After a steady crypto market decline since January 15, Bitcoin plummeted from $97,000 to over $60,000. It later rebounded in a correction to ~$70,000 before trading sideways for several days. With broad consensus the market is in a bear phase, BlockBeats rounded up key bottom forecasts from analysts: - **@alicharts**: Bitcoin is approaching its 200-week moving average (~$58,000) — a level that has acted as a bear market bottom and accumulation zone multiple times over 12 years. Historical bottoms also typically align with the -1.0 MVRV price band, currently ~$52,040. - **Glassnode’s Chris Beamish**: Bitcoin has strong support above $60,000, where long-term holders have heavy concentration. Upward, high supply density near $80,000 forms key resistance, defining current supply dynamics. - **Peter Brandt (2018 crash predictor)**: If Bitcoin plunges to its historical “banana peel” suppo