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Gm Fire fam, ready for some extreme vibes? 🎢 The Fear & Greed Index just plunged to a bone-chilling 5 (Extreme Fear) - levels we haven't seen since the FTX collapse.

While $BTC ( ▼ 0.7% ) fights to hold $67K, "blowout" US jobs data (130K, jobless 4.3%) shoved the 10Y near 4.2%, kicking rate-cut hopes down the road and squeezing BTC. Is this the ultimate "blood in the streets" buy signal, or are we just painting the town red (again) on the way to a longer winter? 🩸

Here’s what we got for you today:

In the brutal casino of the semiconductor world, there is one "House" that always wins: Nvidia. But this week, AMD CEO Lisa Su walked up to the table with a stack of chips that made the whole room go quiet.

AMD just dropped its Q4 earnings, and the market reacted with a nasty 17% sell-off. Most investors saw the red candles and ran for the exit. They are missing the bigger picture.

💡 Our secret: The market is punishing AMD for "messy" accounting margins, but ignoring the fact that they just captured 52% of their revenue from the one sector that matters most. 👇

But while Wall Street is busy fighting over server racks and profit margins, what is happening on-chain? I’ve been telling you to go fishing, touch grass, and ignore the noise for a few weeks. Well, I hope you enjoyed the vacation, because break time is over. Let’s look at the projects demanding our attention right now...

Fam, sentiment just hit rock bottom. The Crypto Fear & Greed Index just plunged to 5.

We haven't seen sentiment this nuked since the FTX collapse. We are deep in "Extreme Fear" territory, and the "buy the dip" crowd is suddenly very quiet. But before you rage-sell your bags, let's break down why the market is panicking and if this is actually a generational entry or a trap.

1/ Macro data flipped the script

Ironically, crypto is dumping because the U.S. economy is doing too well.

The latest U.S. Jobs Report was a blowout — adding 130,000 jobs (nearly double what experts predicted) and dropping unemployment to 4.3%.

→ A hot economy means the Fed has zero reason to cut interest rates in March. Bond markets reacted instantly, sending the 10-year Treasury yield toward 4.2%. When yields go up, liquidity dries up. Risk assets like Bitcoin get starved of the "cheap money" they need to rally.

2/ Global uncertainty hit record highs

It’s not just crypto degens who are scared. The World Uncertainty Index (yes, that’s a real thing) just hit an all-time high — double the peaks we saw during COVID-19 and Brexit.

Total crypto market cap is down 22% in 2026 so far. $ETH ( ▲ 0.53% ) is down 33.8% YTD. The optimism from January has been completely erased.

3/ Should we buy the blood or wait for summer? 🤔

So, what’s the play? We have two very different takes from industry heavyweights:

The Contrarian Bull: Analyst Kyle Chassé points out that every time the Fear Index hit these lows (2018 bottom, March 2020 crash, FTX), it marked a massive asymmetric opportunity. If you have the guts to buy when the index is at 5, history says you usually win.

The Realist Bear: Ray Youssef (CEO of NoOnes) warns against catching a falling knife. He predicts $BTC ( ▼ 0.7% ) could trade sideways until Summer 2026. He thinks we are entering a "long accumulation" phase where any pump you see is likely a "bull trap" triggered by short squeezes, not real demand.

🧠 Well…I just want to say

The macro environment has shifted from "tailwind" to "headwind." With yields rising, the "easy mode" money is gone.

$65,000 is the critical level for BTC. If we lose that, things get ugly fast. My advice? Stop trying to leverage the bottom. This is a spot-accumulation game now. If Chassé is right, buying here is legendary. If Youssef is right, you're going to be holding that bag for 6 months.

If you can survive the boredom, you'll survive the bear.

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Check out a list of cards you can use to do this here.

Coinbase just dropped a major bomb that’s about to turn your AI assistants into full-blown economic players.

On Wednesday, Coinbase officially rolled out Agentic Wallets — the first-ever wallet infrastructure built specifically for autonomous AI agents. We’re moving from the era of "AI that advises" to the era of "AI that acts"!

1/ What is an Agentic Wallet?

Until now, AI bots were basically "broke." They could tell you where the best yield was, but they couldn't actually move your money to capture it without you clicking "approve."

Agentic Wallets change that. By integrating with Coinbase’s x402 protocol (an open standard for machine-to-machine payments), these bots can now:

Imagine your agent finds a massive yield opportunity on Base at 3 AM. Instead of waiting for you to wake up, it just... does it. 😳 It rebalances, stakes, and secures your profit before you've even had your coffee!

2/ The x402 protocol powers gasless trading

This isn't just a fancy software update; it's built on serious infrastructure. The x402 protocol has already processed over 50 million transactions. By building on Base (Coinbase's Layer 2), these agents can perform gasless transactions. That means your bot won't get "stuck" just because it ran out of $ETH ( ▲ 0.53% ) for fees.

3/ Is it safe?

I know what you’re thinking: "What if my bot goes rogue and trades my life savings for JPEGs of rocks?" Coinbase has built in what they call Smart Security Guardrails. You can set:

🧠 This is the "missing link" for the AI Supercycle

We’ve talked about “AI agents x crypto” for months. This is one of the first real attempts at production-grade wallet infra for agents.

If AI agents start managing: Yield strategies, Treasury ops, Micro-payments, API-based service payments - then wallets won’t just belong to humans anymore. And that’s a huge narrative shift!

Keep an eye on x402 adoption. If agents begin transacting at scale, we might be watching the early rails of machine-to-machine finance getting laid.

🚀 Welcome to programmable money… run by programmable entities.

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The U.S. faces another potential government shutdown in Feb 14. Didn’t they just pass a bill? Read more

Binance just completed a massive $1 billion purchase of $BTC ( ▼ 0.7% ) for its insurance fund, executing the buy at an average price near $70,000. Read more

Tether is on track to become a top 10 holder of U.S. Treasury bills this year, cementing $USDT ( ▼ 0.01% )'s role as a major buyer of American debt. Read more

BlackRock just brought BUIDL onchain via Uniswap and $UNI ( ▼ 10.04% ) said “gm TradFi.” Wall Street finally touching DeFi without gloves. Read more

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.