Epic positive news amid extreme panic—has the reversal truly arrived?

$BTC $ETH $SOL

Today’s Fear and Greed Index: 21 (Extreme Fear)

The index has dropped directly into the "Extreme Fear" zone. At this critical juncture, most retail investors are cutting losses and fleeing, but those with real patience are studying the fundamentals.

📰 Here are three things you must know:

1️⃣ Visa officially announces opening USDC settlement channels on the Solana chain for U.S. banks

The first cooperating banks, Cross River and Lead Bank, are already onboard. In other words—traditional funds can now flow on-chain 24/7. The story of Solana's "on-chain Nasdaq" is moving from paper to reality, which is highly significant for the entire SOL ecosystem and is a game-changing positive.

2️⃣ Major news for DeFi: SEC’s four-year investigation into Aave concludes

The conclusion is clear—no enforcement action. This marks a watershed moment for the DeFi sector. The regulatory uncertainty that loomed overhead has finally dissipated, and institutional funds are now flooding into DeFi (especially in the RWA direction). $AAVE $Protocols like UNI are worth watching.

3️⃣ ABTC holdings remain stable, top 20 global listed companies unchanged

Price fluctuations are one thing, but holding 5,098 BTC indicates the fundamentals are sound; more likely, it’s just capital market chip turnover.

Market outlook:

BTC at the $87,200 level:
The 4-hour chart is still in a downtrend, but on-chain holdings (OI) have dropped sharply, indicating leveraged longs have been largely washed out. The key support zone is 85,000–85,500. If volume can push back above 88,200 (middle band), a stabilization is almost confirmed.

ETH now at $2,948:
The daily chart shows a long lower shadow rebounding from the Bollinger lower band at 2,818, indicating strong buying interest around 2800. The 4-hour chart is forming a potential "triple bottom" pattern. Resistance is at 3,070; breaking through could lead to a rapid rise.

How to operate:

An index of 21 in extreme fear is usually the best window for left-side positioning. The cooperation with Visa and the advancement of compliance are real positives. The decline is mainly due to market sentiment release. The return of funds to the Solana ecosystem and the rebound opportunities in DeFi are two key areas to focus on.