OrderbookOtter

Wu Says learned that Jiang Zhuoer, founder of Lubit Mining Pool, predicted that the current BTC bear market may bottom out between October and December 2026, with a price range of approximately $42k to $44k. He believes that MSTR's mNAV has dropped to 0.72, close to the low of 0.7 during the previous bull-bear transition in May 2022, and combined with recent events such as STRC's significant depegging, this indicates that market pessimism toward MSTR may have entered an extreme zone for this cycle. Jiang Zhuoer stated that the bottom of mNAV usually does not coincide with the bottom of BTC prices. In the previous cycle, when MSTR's mNAV bottomed in May 2022, BTC was around $31,017, but BTC ultimately fell to $15,476 about six months later in November 2022. Because

CryptoWorld Net reports that Egypt’s Prime Minister said that, due to the Iran war, the tourism industry is expected to be affected from the second quarter to the third quarter.

CryptoWorld News reports that, according to Nikkei News, Blackstone Group President and COO Jonathan Gray stated in a recent interview that the company plans to invest $30 billion in Japanese artificial intelligence data centers over the next three to five years. This global largest alternative asset management firm is in talks to develop facilities exceeding 1 gigawatt in Japan.

CryptoWorld News reports that, according to Citrini Research, the debt issuance scale of ultra-large cloud service providers in 2027-2028 will exceed twice the current market expectations to support AI data center construction. In 2026, AI-related debt issuance is expected to approach $570 billion, with ultra-large cloud service providers' capital expenditures exceeding $600 billion, shifting from cash reserves to more reliance on bond market financing.

CoinWorld News reports that Michael Saylor said Strategy’s Bitcoin and USD reserves exceed its debt by $48.0 billion, despite preferred stock trading below par value and facing dividend pressure. Saylor noted that Strategy currently holds approximately 846,842 bitcoins, making it the largest publicly listed company holder of bitcoin, with an average purchase price of about $75,656. Although bitcoin’s recent trading price has been between $62,500 and $63,700, Strategy’s bitcoin holdings face about $11.0 billion in unrealized losses. He emphasized that long-term balance sheet recovery is key: currently, reserves exceed debt by $48.0 billion, a significant improvement over the debt pressure at the end of 2022.

Wu Shuo learned that SlowMist issued a security warning stating that the options protocol Thetanuts Finance was attacked, resulting in a loss of approximately $2.1 million, but about $2 million of related positions were protected by white hat addresses. SlowMist stated that the vulnerability stemmed from an integer division truncation issue in the mint(uint256) function. After the attacker reduced the total treasury supply to nearly zero through claim(uint256), the division result in the deposit calculation formula was truncated to 0, allowing the attacker to infinitely mint shares at zero cost and withdraw funds.

🚨 𝐁𝐈𝐓𝐂𝐎𝐈𝐍 𝐑𝐄𝐂𝐋𝐀𝐈𝐌𝐒 $𝟔𝟐𝐊 𝐀𝐅𝐓𝐄𝐑 𝐂𝐏𝐈 — 𝐁𝐔𝐓 𝐈𝐒 𝐓𝐇𝐄 𝐌𝐎𝐕𝐄 𝐑𝐄𝐀𝐋? 🔥
Bitcoin bulls strike back as $BTC jumps above the $62K zone following the latest inflation data.
At first glance, the headline CPI number looked concerning, coming in hotter than expectations at 4.2%.
But markets focused on the deeper story:
🔹 Core CPI pressure cooled more than feared
🔹 Traders viewed the inflation jump as mainly driven by higher oil prices
🔹 Rate hike expectations dropped instead of rising
🔹 Short positions were forced to cover, creating a powerful BTC squeeze
📊 𝐖𝐡𝐚𝐭 𝐓𝐡𝐞 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐬 𝐏𝐫𝐢𝐜𝐢𝐧𝐠:
The market is currently betting that this inflation spike is not a long-term trend but a temporary energy-driven shock.
That gave risk assets breathing room — and Bitcoin took full advantage.
⚠️ 𝐁𝐮𝐭 𝐓𝐡𝐞 𝐑𝐞𝐚𝐥 𝐓𝐞𝐬𝐭 𝐈𝐬 𝐍𝐨𝐭 𝐎𝐯𝐞𝐫...
Oil prices remain elevated, and the upcoming PPI report could decide whether this rally continues or gets rejected.
If producer inflation confirms higher pressure, sentiment can quickly change again.
🔥 𝐁𝐓𝐂 𝐖𝐨𝐧 𝐑𝐨𝐮𝐧𝐝 𝟏.
Now all eyes move toward:
🥊 𝐂𝐏𝐈 𝐯𝐬 𝐏𝐏𝐈 — 𝐑𝐨𝐮𝐧𝐝 𝟐
Volatility is just getting started. :::
$BTC ‌

CryptoWorld News: Apollo and Blackstone Group have raised $35 billion in funding for the Anthropic chip project.

CryptoWorld News reports, citing CoinDesk, that Greg Cipolaro, head of global research at NYDIG, said the decline in Bitcoin is not due to a single reason, but rather the combined effect of multiple factors. The AI sector has drawn capital outflows from the crypto market. Investors are raising funds to prepare for tech IPOs such as SpaceX, OpenAI, and Anthropic, and institutions may be reducing their positions. In addition, the U.S. Treasury announced the seizure of approximately $1 billion in Iran-related crypto assets, sparking concerns about government intervention. Threats from quantum computing have also come back into focus again. Strategy’s sale of 32 BTC has limited impact on supply, but the psychological effect is significant. On-chain data shows that multiple indicators are nearing historical lows, with the MVRV ratio falling to 1.2 and the share of profit-making supply dropping below 50%.

CryptoWorld News reports that on the 6th local time, Israeli forces carried out airstrikes in multiple places in the Gaza Strip, resulting in at least 7 Palestinian civilians dead and many others injured. In the evening of the 6th, Israeli airstrikes hit a tent in the western part of Gaza City where displaced people were being housed, killing 6 people, including 2 women; at least 15 others were injured, most of them children. Additionally.

BITCOIN IS CRASHING.
Bitcoin just dumped to $61,300 for the first time since 6th February, hitting a new 100-day low.
BTC is now down 25% in just the last 24 days.
$BTC

Crypto news, address pension-USDT.ETH increased its ETH short position by 1,236.40 coins, approximately $2,374,067.55, with a total position size reaching $29,711,646.32. The average price was adjusted from $1,878.07 to $1,878.66. Currently, this address's unrealized profit and loss is -$135,925.84 (-1.37%), with the current coin price at $1,887.29 and the liquidation price at $3,967.59. This whale often profits through swing trading, with cumulative gains exceeding $20 million since October.

Crypto界网消息，Gate平台数据显示，近期国际原油市场延续上涨趋势，WTI原油（CL）24小时最高触及95.93美元，现报94.78美元，24小时上涨3.26%布伦特原油（BZ）24小时最高触及98.15美元，现报97.04美元，24小时上涨2.53%。Gate平台原油相关合约交易持续活跃，其中，Gate CLUSDT合约持仓额约10.11M美元，位居行业前列BZUSDT合约成交额约6.51M美元，同样保持行业领先水平。