PandaX

#JapanElection
Cryptocurrencies and Their Market Impact Analysis
✨The Japanese election victory created a ripple effect in global markets known as "Takaichi Trading," and had mixed effects on cryptocurrencies. In the short term, the post-election strengthening of the yen and global liquidity crunch put pressure on Bitcoin (BTC); BTC retreated from its peak of $72,000 to around $70,000. This decline was due to capital flows shifting to traditional assets because of the stock market rally in Japanese markets. Gold, on the other hand, hit a record high, surpassing $5,000, reflecting a shift in preference among risky assets.
✨In the long term, Takaichi's supermajority could accelerate Japan's crypto-friendly policies. The government plans to reduce the crypto tax from 55% to 20% and reclassify cryptocurrencies as financial products; this could increase investor attractiveness by 2028. Reforms such as stablecoin regulations and tokenization infrastructure could encourage institutional adoption. Japan's supportive stance towards Web3, coupled with its election victory, could provide an advantage in the global crypto capital cycle, but reforms could have been delayed if there had been a parliamentary split.
✨From a general market perspective, the victory boosted risk appetite; Asian stock markets rose and the dollar weakened. However, debt concerns due to fiscal stimulus and tax cuts could trigger long-term inflation risks. For the crypto sector, Japan can solidify its leading position in Asia by offering regulatory clarity, which could support a recovery in assets like BTC and Ethereum.

#JapanElection
Sanae Takaichi's Landing Victory Unleashes a New Era for Japan.
✨ In the general elections held in Japan on February 8, 2026, the Liberal Democratic Party (LDP), led by Prime Minister Sanae Takaichi, achieved its biggest victory in history, securing a supermajority in the lower house of parliament. According to results from public broadcaster NHK, the LDP alone won 316 of the 465 seats in the lower house, while its coalition partner, the Japan Innovation Party, reached a total of 352 seats. This result gives Takaichi the power to overcome the vetoes of the opposition-controlled upper house.
✨ Takaichi, who took office in October 2025 as Japan's first female prime minister, aimed to secure public approval of her leadership by calling for early elections in January 2026. Her election victory paves the way for her to fulfill her promise to suspend the 8% sales tax on food products for two years. Takaichi, at a press conference, stated that "Responsible and proactive fiscal policy is at the core of the policy transition," committing to implementing tax cuts as soon as possible, but emphasizing that he would avoid new borrowing.
✨ Before the election, the LDP had been penalized for money scandals in the 2024 elections and lost its simple majority. However, thanks to Takaichi's popularity, the party achieved its highest representation in the lower house in the post-war period. Opposition parties suffered heavy defeats; the main opposition party experienced significant losses. The victory gives Takaichi the opportunity to advance his immigration, tough stance against China, and economic agenda.
✨ Markets reacted positively to this victory: the Nikkei 225 index rose 3.4% to a record high of 57,000. Takaichi promised to build confidence with the markets after the victory.

#GlobalTechSell-OffHitsRiskAssets
The technology sell-off that has been ongoing in global markets for the past week continues to deeply shake risky assets. In particular, the fear of "business model disruption" caused by Anthropic's new AI automation tools in the software and services sector has been a trigger, and this concern has spread rapidly. The S&P 500 software and services index has lost approximately $1 trillion in market value since the end of January; giants like Salesforce and ServiceNow have experienced sharp declines, while Amazon's shares fell by over 10% after announcing a massive $200 billion AI spending plan for 2026. Alphabet's capex expectation of up to $185 billion has further fueled the question of whether the AI bubble is bursting. This sell-off wave was not limited to technology; the risk-off mode spread to all asset classes. Bitcoin lost nearly 50% of its value from its record high, falling to around $61,000, and even silver and gold came under pressure. The crypto market has entered a full-blown bear market atmosphere with liquidity crunch and the mass unwinding of leveraged positions. Analysts are divided on whether this movement is just a correction or a deeper AI narrative breakdown. On one side are those who say "overreaction, a dip-buying opportunity"; on the other, the prevailing view is "high valuations + massive capex + business model risk = unsustainable". Currently, the markets are in a state of searching for equilibrium: volatility is high, liquidity is thin, and dip hunters are clashing with panic sellers. The earnings and guidance announcements of major tech companies in the coming days seem likely to determine the direction of this storm. Do you think this is just a temporary rotation, or has the first major trend break of 2026 begun? I await your comments!

#TopCoinsRisingAgainsttheTrend
XRP Takes Center Stage After Market Crash: Strong Recovery
The cryptocurrency market was shaken by a sharp sell-off in the first days of February 2026. Bitcoin fell by around 7%, while many major altcoins experienced double-digit losses. On February 5th, XRP became one of the worst-performing tokens, falling by 16-20% and briefly dropping to $1.11-$1.21. This dip was triggered by the liquidation of leveraged positions and a general risk-off sentiment. However, the situation completely reversed on February 6th. XRP led the overall market recovery trend, becoming the star of the day. The token jumped approximately 18-20% in 24 hours, reaching the $1.45-$1.49 range. Leading the CoinDesk 20 index, XRP attracted all the attention with its +20.1% performance. This recovery was recorded as one of the strongest comebacks in the last 24 hours.
$XRP ‌🔆Why Did XRP Recover So Strongly?
Ripple's recent steps towards the XRPL ecosystem have been effective. The company announced innovations such as permissioned markets, lending, and privacy tools for institutional DeFi, which increased long-term confidence. In addition, the SEC case being fully closed in 2025 and institutional interest in spot XRP ETFs strengthened the token's resilience. Market dip buying and short position closing also supported the rise.
Ripple CEO Brad Garlinghouse's quote, "Be greedy when others are fearful," resonated with the community, and these dips were seen as a buying opportunity.
☕Although XRP took the hardest hit first in the market crash, it deserved the title of "star of the day" by exhibiting the brightest performance in the recovery. This movement shows that despite the token's volatile nature, it is maintaining strong support levels and could signal a potential trend reversal. However, overall uncertainty in the crypto market persists; investors should exercise caution and conduct their own research.

#USIranNuclearTalksTurmoil
✨Current situation
Nuclear negotiations between the US and Iran, following weeks of tension and fears of war, concluded today in an indirect format in Muscat, the capital of Oman. The talks ended with both sides demonstrating a "will to continue," but deep disagreements and mistrust remain on the table.
Today's Developments (February 6, 2026)
The talks are over: Iranian Foreign Minister Abbas Araghchi described the negotiations as "a very good start" and said "an understanding was reached that the talks will continue." However, it was stated that there would be no immediate new round, but rather progress following consultations in the capitals.
Format and participants: The talks were held indirectly (US and Iranian representatives did not meet directly face-to-face; communication was facilitated through Oman). On the US side, Middle East special envoy Steve Witkoff and Trump's son-in-law Jared Kushner participated. CENTCOM commander noted: The presence of the US Central Command (CENTCOM) commander at the talks was interpreted as a strong signal that Washington is still keeping the military option on the table. Iran's red lines are clear: Tehran reiterated that it will not discuss any issues other than its nuclear program (ballistic missiles, regional proxy forces). It categorically refused to completely halt uranium enrichment or send its stockpiles abroad.
US demands are broad: The Trump administration wants to put not only the nuclear program but also the ballistic missile program and support for proxy groups such as Hezbollah and Hamas on the table. The goal of "zero nuclear capacity" remains the official stance.
General Situation and Atmosphere
The talks come after the US airstrikes on Iranian nuclear facilities in recent months, the crackdown protests in Tehran, and the deployment of US naval forces to the Gulf. Both sides sent the message of "keeping the diplomatic path open," but mistrust remains very high. Iran is demanding "negotiations without threats and pressure," while the Trump administration is seeking a quick and comprehensive agreement. It is reported that regional countries (particularly Arab leaders) lobbied the White House not to cancel the talks, and this pressure has enabled the negotiations to take place.