Abstract:

The crypto market has experienced intense volatility over the past 24 hours, with Bitcoin (BTC) seeing a short squeeze in the $65k–$66k range. Meanwhile, rumors of Stripe acquiring PayPal, Meta's stablecoin plans, and Trump's reiterated tariff policies are reshaping market narratives.

This article breaks down today's core market dynamics and OSL's exclusive investment insights.

📈 Market Flash: Bitcoin V-Shape Rebound, Short Squeeze Triggers Over $100M in Liquidations

Market sentiment is heating up today. Bitcoin (BTC) prices fluctuated violently between $65,000 and $66,000. After briefly falling below the $65,000 mark, BTC quickly staged a strong rebound to reclaim the $66,000 level.

According to multiple on-chain data monitors, this rebound phase featured a significant Short Squeeze. In a short period, total network liquidations reached approximately $110 million to $130 million, predominantly from short positions.

Coinbase Institutional analysis points out that a dense support zone has formed around $60,000, with the first key resistance level at approximately $82,000. Additionally, option Gamma distribution may further amplify market volatility in the short term.

🌐 Core Market Dynamics Today

1. Fintech Landscape Reshuffle: Are Stablecoins Approaching a "$10 Trillion" Singularity?

• Market Dynamics: Fintech giant Stripe disclosed in its 2025 Annual Letter that its stablecoin payment volume has doubled year-over-year. Market rumors also suggest that Stripe's valuation has soared to $159 billion, and it is actively evaluating the possibility of acquiring another industry giant, PayPal. Meanwhile, Meta (Facebook) plans to relaunch its stablecoin project in the second half of 2026, which is expected to reach billions of users globally.

• OSL Insight: Stablecoins are undergoing an unprecedented process of decoupling from "crypto volatility," gradually establishing themselves as the core infrastructure for global payments. The aggressive entry of tech giants will inject massive liquidity into Web3-native assets, and the ecosystem value of underlying public chains (such as Solana and Ethereum) is expected to undergo a comprehensive revaluation.

2. Tech Stocks Face "Repricing": AI Disruption Outpaces Expectations

• Market Dynamics: AI star startup Anthropic recently rolled out a flurry of product updates (including legal plugins and enterprise data connectors), directly triggering a historic sell-off in the traditional enterprise software sector. Cybersecurity and legal SaaS sectors plummeted, with tech giant IBM recording its largest single-day drop since 2000.

• OSL Insight: Market capital is actively repricing companies based on their ability to "coexist with AI." The speed at which AI is disrupting traditional industries is ten times faster than that of the cloud computing era. In the digital asset space, decentralized applications integrating AI Agents are emerging as a new track closely monitored by institutional investors.

3. Macroeconomic Policy Shifts: The Ripple Effects of Trump's New Tariffs

• Market Dynamics: In his latest State of the Union address, US President Donald Trump reiterated his commitment to aggressive tariff policies, planning to ultimately replace income tax with tariffs, while Congress advances massive tax cut legislation.

• OSL Insight: Aggressive tariff policies are highly likely to exacerbate global inflation expectations and trade frictions, thereby disrupting the Federal Reserve's anticipated pace of interest rate cuts. Against this backdrop of heightened macroeconomic uncertainty, Bitcoin's hedging and allocation value as a "non-sovereign, anti-inflationary asset" will become increasingly prominent.

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