GuShiio.com Global risk aversion has caused bitcoin prices to fall, and the Federal Reserve may maintain current interest rates.
Author: Shenchao TechFlow
yesterdaymarket dynamics
Safe says its developer machine has been compromised, contracts, front-end and servicessource codeThere are no loopholes
According to Bybit’s official mid-term report on the $1.5 billion theft incident, this theft was caused by a vulnerability in Safe infrastructure, and there were no abnormalities in Bybit’s related infrastructure.
The Safe team issued a response saying that a forensic review of Lazarus Group’s targeted attack on Bybit concluded that the attack on Bybit Safe was achieved through the intrusion of Safe developer machines, resulting in a disguised malicious transaction.
Forensic review by external security researchers did not find any vulnerabilities in Safe smart contracts or the front-end and service source code. Following recent incidents, the Safe team conducted a thorough investigation and has now restored Safe on the Ethereum main network through a phased roll-out. The Safe team has completely rebuilt and reconfigured all infrastructure and rotated all credentials to ensure that attack routes are completely eliminated.
After the final results of the investigation are available, the Safe team will release a complete post-mortem analysis report. rdquo;
QCP: Global risk aversion has caused bitcoin prices to fall, and the Federal Reserve may maintain current interest rates
QCP Asia released a market observation on February 26 that global risk aversion caused stocks, gold and bitcoin prices to fall. Bitcoin continues to trade simultaneously with risky assets, and the outflow of ETF funds confirms a lack of market confidence. In volatile markets, cryptocurrencies remain the first asset to sell when traders are eager to reduce their risk exposure.
Market concerns about stagflation have intensified, and the U.S. decision to impose 25% tariffs on Canada and Mexico (which took effect on March 3) further depressed market sentiment.
Consumer and retail confidence surveys will be key in the coming weeks. These indicators often lead actual economic data and may provide early warning signs of stagflation.
Greeks.live: Overall market sentiment is bearish, believing that BTC may fall below US$80,000
Adam, a macro researcher at Greeks.live, released a Chinese community briefing on the X platform, saying that the market is generally bearish and believes that the rebound is weak and that BTC may fall further below US$80,000. Some people even believe that it will follow last year’s volatile trend. Many traders pointed out that the current peak has fallen below the M peak and there are risks in the medium term. At the same time, the record net outflow of Bitcoin ETFs has also intensified bearish sentiment.
Options traders discussed the abnormal performance of current market volatility. Despite the sharp decline, the volatility of medium and forward options has not been effectively improved. This may indicate that the market expects this to be a one-time decline rather than a trend shift.
Regarding DVOL (Volatility Index), professionals pointed out that insufficient liquidity is the main problem. There are suggestions to introduce sustainable DVOL to increase liquidity, but they also face technical challenges in index design and risk management.
NVIDIA Q4 revenue of US$39.3 billion exceeded expectations, and Huang Renxun said the demand for Blackwell chips was staggering
According to Jin Shi, Nvidia announced that its fourth-quarter results for fiscal year 2025 significantly exceeded market expectations, with revenue increasing 78% year-on-year to US$39.3 billion, higher than analysts ‘expectations of US$38 billion. Among them, data center business revenue reached US$35.6 billion, a year-on-year increase of 93.5%, and net profit increased by 80% to US$22.091 billion.
For its outlook for the first quarter of fiscal year 2026, Nvidia expects revenue to reach US$43 billion, higher than analysts ‘expectations of US$42 billion, indicating that demand for AI chips remains strong. Although the DeepSeek model has recently triggered market concerns about chip demand, the financial report shows that more than 40% of Nvidia’s data center revenue comes from reasoning business, easing investor concerns.
Nvidia’s share price rose more than 3.5% after hours in the U.S. stock market after the earnings report was released. The company is expected to reveal more details about future chips at its annual meeting in California next month, including the next-generation AI chip codenamed Rubin, which is expected to go into production in 2026.
pump.fun Lianchuang: Pump.fun X account was stolen, please do not interact with it
According to a post by alon, co-founder of pump.fun, pump.fun’s official X account was stolen. Please do not interact with it.
Circle CEO: U.S. dollar stablecoin issuers should be mandatory to register and operate in the United States
According to Coindesk, Jeremy Allaire, CEO of stablecoin issuer Circle, said in an interview with Bloomberg that issuers of digital tokens pegged to the dollar should be mandatory to register and operate in the United States.
Allaire believes that non-U.S. stablecoin providers should not be allowed to circumvent U.S. regulations while still providing services to U.S. customers.
21 staff members of the U.S. Department of Efficiency resigned collectively, saying they refused to use technical expertise to dismantle key public services”
According to the Southeast Morning Post, 21 staff members of the Department of Government Efficiency(DOGE) led by Elon Musk resigned collectively on February 25 local time. In a joint resignation letter, they refused to use their technical expertise to dismantle key public services, and accused many of the people Musk recruited as political visionaries who lacked the skills or experience needed to complete their work tasks.
Meanwhile, New York Gov. Cathy Hochur said on February 25 that recently fired federal workers were welcome to apply for state positions through the online portal. Currently, DOGE is coordinating federal government layoffs, with the stated goal of cutting federal bureaucracy, but there is no official statistics on the total number of layoffs.
Strive CEO sent a letter to GameStop, suggesting that Bitcoin be included in the company’s reserves to build the top Bitcoin treasury company in the gaming industry”
According to Nate Geraci, President of The ETF Store, Matt Cole, CEO of ETF issuer Strive, sent a letter to GameStop Chairman and CEO Ryan Cohen on February 24, recommending that GameStop shift its nearly US$5 billion in cash reserves to Bitcoin and build the company into the gaming industry. The top Bitcoin treasury company. Cole said GameStop has significantly reduced operating losses in the past two years and has earned interest income from cash holdings generated from equity financing to offset those deficits, but the company’s core challenges remain: physical retail is declining and consumer preferences are shifting to digital game downloads.
As an asset manager that holds GameStop shares through exchange-traded funds, Strive believes GameStop has an incredible opportunity to transform its financial future by becoming the gaming industry’s Bitcoin treasury. The letter mentioned that GameStop is considering purchasing Bitcoin and other cryptocurrencies to address business challenges, but Strive believes execution strategies are critical to success and makes specific recommendations.
Hong Kong to issue second virtual asset policy declaration
According to the Hong Kong Economic Times, Hong Kong Financial Secretary Paul Chan announced in the 2025 – 26 Budget that the Hong Kong government will soon issue its second policy declaration on the development of virtual assets, which will explore how to combine the advantages of traditional financial services with virtual assets. Technological innovation in the field, improve the security and flexibility of real economic activities, and encourage local and international companies to explore innovative applications of virtual asset technology.
Chen Maobo reiterated that the government will conduct consultations on the licensing system for over-the-counter trading and custody services of virtual assets within the year. Regarding the supervision of stablecoins, the Hong Kong government has submitted a bill to the Legislative Council. After the bill is passed, the HKMA will approve license applications as soon as possible.
Slow fog CISO: Users need to be vigilant when discovering advanced SMS phishing attacks that appear in Binance’s official conversation thread
Slowfog Chief Information Security Officer@im23pds posted a warning on social media that there has been a recent advanced SMS phishing attack against Binance users. This attack is different from ordinary phishing text messages. Fraud text messages appear in the conversation thread of Binance official text messages, share the same channel as the real official text messages, and have a large time span, accurately forging the official text message environment.
@im23pds analysis believes that such attacks may have two technical principles: one is that fraudsters use SMS Spoofing technology to forge the SMS sending number, allowing phishing messages to be mixed into the official conversation thread; the other is that attackers may use SMS gateway vulnerabilities or supply chain attacks to successfully invade SMS channels or cooperate with bad SMS providers.
FBI confirms North Korean hacker group responsible for theft of approximately $1.5 billion in Bybit assets
According to an FBI announcement, the FBI issued a Security Announcement (PSA) confirming that the North Korean hacker group was responsible for the theft of approximately US$1.5 billion in digital assets on the Bybit Exchange. The FBI said the hacker group acted quickly and had converted some of the stolen assets into Bitcoin and other digital assets and dispersed them to thousands of addresses on multiple blockchains. These assets are expected to be further laundered and eventually converted into legal tender.
To stop the circulation of stolen assets, the FBI specifically urged various participants in the cryptocurrency ecosystem to take action, including RPC node operators, exchange platforms, cross-chain bridge services, blockchain analytics companies, decentralized financial services and other virtual asset service providers to fully block all transactions related to or originating from addresses used by hackers to launder money.
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