137Labs
137Labs专注于挖掘市场真实需求，帮助用户在Web3领域把握投资机会。通过深度投研筛选出具有增长潜力的项目，并提供清晰易懂的信息支持。
X @137labsCN 🌍XZS137labs
38 Following
117 Followers
93 Liked
30 Shared
Posts
All
Quotes
A Comprehensive Look at Pump.fun's Latest Actions: GitHub Fee Sharing Launch and Ecosystem Review
In the Solana ecosystem, Pump.fun has become an undeniable name.
As a platform centered around memecoin issuance, it has quickly taken the lead with its innovative mechanisms and keen capture of market demand. Recently, Pump.fun launched a series of important updates, from the reconstruction of the creator economy to strategic upgrades of core technological facilities, marking its development entering a new stage.
This article will start with the @Pumpfun GitHub creator fee-sharing feature, delving into its protocol revenue situation, its share of earnings in the Solana ecosystem, the unique PUMP token buyback and burn mechanism, as well as the acquisition of the Vyper terminal, among a series of technical and strategic upgrades, providing a comprehensive interpretation of its current development status and future planning.
As a platform centered around memecoin issuance, it has quickly taken the lead with its innovative mechanisms and keen capture of market demand. Recently, Pump.fun launched a series of important updates, from the reconstruction of the creator economy to strategic upgrades of core technological facilities, marking its development entering a new stage.
This article will start with the @Pumpfun GitHub creator fee-sharing feature, delving into its protocol revenue situation, its share of earnings in the Solana ecosystem, the unique PUMP token buyback and burn mechanism, as well as the acquisition of the Vyper terminal, among a series of technical and strategic upgrades, providing a comprehensive interpretation of its current development status and future planning.
137 · Market Trends ✨2-14
Overview of 24H Hotspots - Market Brief
1、#BTC The price fluctuated around $69,000 during the day, #ETH broke through $2,000;
2、US stock crypto concept stocks strengthened: COIN rose about 15%-16% at one point during the day, #MSTR rose about 7.62%, HOOD rose about 6.69%;
3、Trump Media (Truth Social Funds) submitted a crypto application #ETF to the SEC: covering BTC/ETH and Cronos;
4、Grayscale applied to convert token trust #AAVE into an ETF listed on NYSE Arca and submitted S-1 to the SEC;
5、US Treasury Secretary Basent: Promoting the passage of the CLARITY crypto market structure bill may boost market sentiment, delaying or weakening the chances of passage;
6、Macroeconomic View: About one-third of tariff-related inflation pressure may continue to transmit in the coming months, and the Federal Reserve may cut interest rates twice this year;
7、Google Warning: State-sponsored hackers are using popular AI tools, including Gemini, to accelerate attacks.
Overview of 24H Hotspots - Market Brief
1、#BTC The price fluctuated around $69,000 during the day, #ETH broke through $2,000;
2、US stock crypto concept stocks strengthened: COIN rose about 15%-16% at one point during the day, #MSTR rose about 7.62%, HOOD rose about 6.69%;
3、Trump Media (Truth Social Funds) submitted a crypto application #ETF to the SEC: covering BTC/ETH and Cronos;
4、Grayscale applied to convert token trust #AAVE into an ETF listed on NYSE Arca and submitted S-1 to the SEC;
5、US Treasury Secretary Basent: Promoting the passage of the CLARITY crypto market structure bill may boost market sentiment, delaying or weakening the chances of passage;
6、Macroeconomic View: About one-third of tariff-related inflation pressure may continue to transmit in the coming months, and the Federal Reserve may cut interest rates twice this year;
7、Google Warning: State-sponsored hackers are using popular AI tools, including Gemini, to accelerate attacks.
137 · Market Trends✨ 2-13
Reviewing 24H Hotspots - Market Overview
1. The cryptocurrency market declined and triggered a chain liquidation: #BTC fell below 67,000/66,000, with liquidations amounting to approximately 278 million USD in 24 hours;
2. SEC and CFTC focus on "predictive market" regulation: acknowledging that jurisdiction may overlap, rules may follow;
3. #coinbase 2025 Q4/Annual Financial Report: Q4 revenue is approximately 1.8 billion USD but recorded a net loss of 667 million USD; annual trading volume is 52 trillion USD;
4. #AAVE Labs Proposal Framework: V4 becomes the core architecture, Aave brand product revenue is proposed to be 100% allocated to DAO, and a one-year funding application is submitted;
5. Miner cost indicators are under renewed scrutiny: mining 1 BTC is estimated to cost about 84,000 USD, higher than the current price;
6. #Polymarket Expanding crypto price prediction types: launching "5-minute rise and fall" betting
7. #Grok AI claims X Money is considering integrating BTC;
8. Anthropic completed a 30 billion USD financing: valued at approximately 380 billion USD (including this round).
Reviewing 24H Hotspots - Market Overview
1. The cryptocurrency market declined and triggered a chain liquidation: #BTC fell below 67,000/66,000, with liquidations amounting to approximately 278 million USD in 24 hours;
2. SEC and CFTC focus on "predictive market" regulation: acknowledging that jurisdiction may overlap, rules may follow;
3. #coinbase 2025 Q4/Annual Financial Report: Q4 revenue is approximately 1.8 billion USD but recorded a net loss of 667 million USD; annual trading volume is 52 trillion USD;
4. #AAVE Labs Proposal Framework: V4 becomes the core architecture, Aave brand product revenue is proposed to be 100% allocated to DAO, and a one-year funding application is submitted;
5. Miner cost indicators are under renewed scrutiny: mining 1 BTC is estimated to cost about 84,000 USD, higher than the current price;
6. #Polymarket Expanding crypto price prediction types: launching "5-minute rise and fall" betting
7. #Grok AI claims X Money is considering integrating BTC;
8. Anthropic completed a 30 billion USD financing: valued at approximately 380 billion USD (including this round).
What key events happened during the three days of Consensus Hong Kong 2026?
The Consensus Hong Kong 2026 conference will be held from February 10 to 12, 2026, at the Hong Kong Convention and Exhibition Centre, organized by CoinDesk. The conference will have over 10,000 to 15,000 participants from more than 100 countries, with over 350 speakers.
Discussion highlights include stablecoins, RWA tokenization, the integration of AI and Web3, DeFi, regulatory frameworks, and institutional adoption. Please refer to the agenda preview compilation released by @137LabsCN before the event starts (https://x.com/137LabsCN/status/2020842374952595553). The following organizes the main events, policy announcements, and key speaker remarks over three days by date, based on public reports and on-site records.
Discussion highlights include stablecoins, RWA tokenization, the integration of AI and Web3, DeFi, regulatory frameworks, and institutional adoption. Please refer to the agenda preview compilation released by @137LabsCN before the event starts (https://x.com/137LabsCN/status/2020842374952595553). The following organizes the main events, policy announcements, and key speaker remarks over three days by date, based on public reports and on-site records.
137 · Market Trends ✨ 2-12
Reviewing 24H Hotspots - Market Overview
1. BTC experienced severe fluctuations during the day: surged to 68,006.56 before retreating, dropping below 67,000 to 66,959.74, and earlier dipped to 65,992.09;
2. Binance responds to "24 hours outflow of 3.76 billion dollars": it's a problem with a third-party data source, expected to recover in 24–48 hours.
3. Tether: With the increase in USDT demand, expected to become one of the top ten buyers of U.S. Treasury bonds this year.
4. Rate cut expectations continue to shift: Citigroup expects the first rate cut in May; TD Securities has delayed from March to June;
5. Coingape: The probability of a U.S. government shutdown has risen to 84; Fear and Greed Index 10→9, and discusses the potential impact of the shutdown on BTC;
6. Coinbase launches AI tool: Aiming to "give any agent a wallet."
7. Trump: Meeting with Netanyahu was "very successful"; no clear decisions made except to continue negotiations with Iran.
Join the TG group chat, welcome to exchange ♥ https://t.me/Labs137
Reviewing 24H Hotspots - Market Overview
1. BTC experienced severe fluctuations during the day: surged to 68,006.56 before retreating, dropping below 67,000 to 66,959.74, and earlier dipped to 65,992.09;
2. Binance responds to "24 hours outflow of 3.76 billion dollars": it's a problem with a third-party data source, expected to recover in 24–48 hours.
3. Tether: With the increase in USDT demand, expected to become one of the top ten buyers of U.S. Treasury bonds this year.
4. Rate cut expectations continue to shift: Citigroup expects the first rate cut in May; TD Securities has delayed from March to June;
5. Coingape: The probability of a U.S. government shutdown has risen to 84; Fear and Greed Index 10→9, and discusses the potential impact of the shutdown on BTC;
6. Coinbase launches AI tool: Aiming to "give any agent a wallet."
7. Trump: Meeting with Netanyahu was "very successful"; no clear decisions made except to continue negotiations with Iran.
Join the TG group chat, welcome to exchange ♥ https://t.me/Labs137
Some interpretations of the new Binance Alpha model Alpha Box
Recently, the Binance Alpha system has faced the problem of declining user participation, prompting @BinanceWallet to launch a new model called Alpha Box. The first phase of the event went live on 2026-02-11.
This article will outline and interpret the background, mechanism, and potential impact of this model 👇
Issues faced by the Alpha system
The Binance Alpha system rewards users through points, allowing them to receive airdrops for new projects. Initially, this method attracted a large number of users. However, after entering 2026, some issues began to arise, leading to a decline in active participation from some users.
This article will outline and interpret the background, mechanism, and potential impact of this model 👇
Issues faced by the Alpha system
The Binance Alpha system rewards users through points, allowing them to receive airdrops for new projects. Initially, this method attracted a large number of users. However, after entering 2026, some issues began to arise, leading to a decline in active participation from some users.
137 · Market Trends ✨ 2-11
Overview of 24H Hotspots - Market Snapshot
1. U.S. Treasury Secretary Yellen: The 'Crypto Market Structure Bill' needs to pass this spring
2. #Robinhood (HOOD) Q4 earnings report misses expectations: Crypto revenue of $221 million, a year-on-year decrease of 38%; stock price fell about 8%-10% after hours
3. CryptoRank: Hashrate reportedly declines by about 20%, potentially triggering significant difficulty adjustments; some miners are shifting to AI data centers
4. Federal Reserve interest rate expectations: 21.6% chance of a 25bp rate cut in March; officials say rates may remain unchanged for a long time
5. #coinbase coin listing progress: #RAVE /DEEP/WAL goes live; UP has gone live; roadmap adds OPN
6. U.S. stocks and companies: S&P 500 down 0.3%, Nasdaq down 0.6%; Cloudflare (NET) performance and guidance highlights
7. Geopolitics: Axios reports Trump expected to hold a second round of U.S.-Iran talks next week and send a second aircraft carrier strike group to the Middle East.
Overview of 24H Hotspots - Market Snapshot
1. U.S. Treasury Secretary Yellen: The 'Crypto Market Structure Bill' needs to pass this spring
2. #Robinhood (HOOD) Q4 earnings report misses expectations: Crypto revenue of $221 million, a year-on-year decrease of 38%; stock price fell about 8%-10% after hours
3. CryptoRank: Hashrate reportedly declines by about 20%, potentially triggering significant difficulty adjustments; some miners are shifting to AI data centers
4. Federal Reserve interest rate expectations: 21.6% chance of a 25bp rate cut in March; officials say rates may remain unchanged for a long time
5. #coinbase coin listing progress: #RAVE /DEEP/WAL goes live; UP has gone live; roadmap adds OPN
6. U.S. stocks and companies: S&P 500 down 0.3%, Nasdaq down 0.6%; Cloudflare (NET) performance and guidance highlights
7. Geopolitics: Axios reports Trump expected to hold a second round of U.S.-Iran talks next week and send a second aircraft carrier strike group to the Middle East.
No more crazy switching between 20 tabs! Web3 Investment Research Assistant - Surf
Have you seen a popular project and want to quickly understand its fundamentals, but need to jump back and forth between multiple platforms like Twitter, Dune, Token Terminal, and Discord? You open ChatGPT to ask questions, only to get some outrageous answers, even fabricated funding information? An hour has passed, and you still haven't gained a clear judgment.
What I want to share today is an investment research tool that I have found very useful after some time of use—it is changing the way many investors conduct research—Surf.
The biggest difference between it and ChatGPT is that Surf is specifically optimized for the cryptocurrency field.
What I want to share today is an investment research tool that I have found very useful after some time of use—it is changing the way many investors conduct research—Surf.
The biggest difference between it and ChatGPT is that Surf is specifically optimized for the cryptocurrency field.
137 · Market Trends ✨ 2-10
Review of 24H Hotspots - Market Overview
1、#BTC fluctuated sharply around the $70,000 mark during the day: after breaking above $71,000 USDT, it fell back below $70,000 USDT;
2、Precious metals strengthened: spot #黄金 broke through $5080 per ounce, New York futures gold reached $5100; New York futures silver stood above $83;
3、Jump Trading exchanged a small stake in Kalshi and Polymarket for market making/liquidity services;
4、U.S. crypto legislation is accelerating, the “Market Structure Bill” may be completed within months;
5、Backpack Exchange is discussing new financing: pre-investment valuation of about $1 billion, plans to raise about $50 million;
6、Trump again criticized Powell, stating that Kevin Walsh could drive U.S. economic growth of up to 15%;
7、Bitcoin mining revenue indicators hit a historical low: hash price is about 3 cents per terahash; difficulty decreased by about 11%;
8、U.S. stocks strengthened and crypto stocks rose: S&P +0.5%, Nasdaq +1%; Bullish (BLSH) at one point rose about 10.86%;
9、#Farcaster founder Dan Romero and Varun Srinivasan joined the stablecoin startup Tempo.
Review of 24H Hotspots - Market Overview
1、#BTC fluctuated sharply around the $70,000 mark during the day: after breaking above $71,000 USDT, it fell back below $70,000 USDT;
2、Precious metals strengthened: spot #黄金 broke through $5080 per ounce, New York futures gold reached $5100; New York futures silver stood above $83;
3、Jump Trading exchanged a small stake in Kalshi and Polymarket for market making/liquidity services;
4、U.S. crypto legislation is accelerating, the “Market Structure Bill” may be completed within months;
5、Backpack Exchange is discussing new financing: pre-investment valuation of about $1 billion, plans to raise about $50 million;
6、Trump again criticized Powell, stating that Kevin Walsh could drive U.S. economic growth of up to 15%;
7、Bitcoin mining revenue indicators hit a historical low: hash price is about 3 cents per terahash; difficulty decreased by about 11%;
8、U.S. stocks strengthened and crypto stocks rose: S&P +0.5%, Nasdaq +1%; Bullish (BLSH) at one point rose about 10.86%;
9、#Farcaster founder Dan Romero and Varun Srinivasan joined the stablecoin startup Tempo.
Consensus HK 2026 Guide: Must-Read for Web3 Attendees!
This guide comprehensively summarizes the core information of the Consensus Hong Kong 2026, a flagship conference in the Asia-Pacific region organized by CoinDesk.
Time, agenda, stages, and guests—a piece to understand how to navigate this conference.
The conference is scheduled to take place from February 10 to 12, 2026, at the Hong Kong Convention and Exhibition Centre (HKCEC), and is expected to attract over 15,000 attendees from more than 100 countries.
The guide will detail the forefront topics that the conference focuses on, including institutional adoption, DeFi, stablecoins, RWA tokenization, the integration of AI and blockchain, the Bitcoin ecosystem, and Asia-Pacific macro policies, as well as a detailed agenda divided by date. If this helps you, remember to like it.
Time, agenda, stages, and guests—a piece to understand how to navigate this conference.
The conference is scheduled to take place from February 10 to 12, 2026, at the Hong Kong Convention and Exhibition Centre (HKCEC), and is expected to attract over 15,000 attendees from more than 100 countries.
The guide will detail the forefront topics that the conference focuses on, including institutional adoption, DeFi, stablecoins, RWA tokenization, the integration of AI and blockchain, the Bitcoin ecosystem, and Asia-Pacific macro policies, as well as a detailed agenda divided by date. If this helps you, remember to like it.
137 · Market Trends ✨2-9
Review of 24H Hotspots - Market Overview
1、#BTC Short-term volatility: After breaking above 72,000 USDT, it fell back below 70,000;
2、Goldman Sachs Trading Division: The U.S. stock sell-off may not be over, and CTA may continue to net sell;
3、Infini exploiters transferred 9,154 coins through Tornado Cash $ETH ;
4、Crypto.com CEO reportedly purchased AI.com for 70 million dollars in cryptocurrency;
5、Institutional/Spot sentiment: Coinbase Bitcoin premium has been negative for 25 consecutive days;
6、Tom Lee: The crypto market may be in a "bottoming phase", Ethereum has often quickly recovered after deep declines in history;
7、Stablecoin landscape: Circle and Tether together hold 84.8% market share;
8、#Based announced tokenomics: total supply of 1 billion coins, community/ecosystem/investors/core contributors at 36%/23.64%/20.36%/20%.
Review of 24H Hotspots - Market Overview
1、#BTC Short-term volatility: After breaking above 72,000 USDT, it fell back below 70,000;
2、Goldman Sachs Trading Division: The U.S. stock sell-off may not be over, and CTA may continue to net sell;
3、Infini exploiters transferred 9,154 coins through Tornado Cash $ETH ;
4、Crypto.com CEO reportedly purchased AI.com for 70 million dollars in cryptocurrency;
5、Institutional/Spot sentiment: Coinbase Bitcoin premium has been negative for 25 consecutive days;
6、Tom Lee: The crypto market may be in a "bottoming phase", Ethereum has often quickly recovered after deep declines in history;
7、Stablecoin landscape: Circle and Tether together hold 84.8% market share;
8、#Based announced tokenomics: total supply of 1 billion coins, community/ecosystem/investors/core contributors at 36%/23.64%/20.36%/20%.
137 · Market Trends ✨ 2-7
Reviewing 24H Hotspots - Market Overview
1. South Korean exchange Bithumb's accounting/distribution error triggered a 'flash crash': a large amount of BTC was mistakenly recorded, and the BTC on the platform once dropped to about $55,000
2. Coinbase's collateralized lending product experienced the 'largest liquidation wave since launch': $170 million was liquidated in 7 days, with extreme scenarios potentially leading to liquidations of up to $600 million;
3. Coinbase International/Advanced will suspend multiple perpetual contract trades around February 20
4. U.S. stocks rebounded strongly: the S&P 500 saw an increase of about $1.1 trillion in market value in a single day, with S&P +2.1%, Nasdaq +2.3;
5. Russia's largest bank Sberbank is advancing 'crypto asset mortgage loans', with related legislation expected to be introduced by mid-2026
6. BTC experienced significant volatility during the day: after surging to 70,000—71,000, it fell back below 70,000 (USDT/USD basis);
7. Crypto-related U.S. stocks strengthened simultaneously: MSTR rose over 20% during the day, with institutions giving a target of $440
8. Prediction market activity is rising: Polymarket and Kalshi had multiple indicators reaching ATH in January, with a gap of only a few percentage points.
Reviewing 24H Hotspots - Market Overview
1. South Korean exchange Bithumb's accounting/distribution error triggered a 'flash crash': a large amount of BTC was mistakenly recorded, and the BTC on the platform once dropped to about $55,000
2. Coinbase's collateralized lending product experienced the 'largest liquidation wave since launch': $170 million was liquidated in 7 days, with extreme scenarios potentially leading to liquidations of up to $600 million;
3. Coinbase International/Advanced will suspend multiple perpetual contract trades around February 20
4. U.S. stocks rebounded strongly: the S&P 500 saw an increase of about $1.1 trillion in market value in a single day, with S&P +2.1%, Nasdaq +2.3;
5. Russia's largest bank Sberbank is advancing 'crypto asset mortgage loans', with related legislation expected to be introduced by mid-2026
6. BTC experienced significant volatility during the day: after surging to 70,000—71,000, it fell back below 70,000 (USDT/USD basis);
7. Crypto-related U.S. stocks strengthened simultaneously: MSTR rose over 20% during the day, with institutions giving a target of $440
8. Prediction market activity is rising: Polymarket and Kalshi had multiple indicators reaching ATH in January, with a gap of only a few percentage points.
BTC 24H Market Deep Dive: Extreme Fear, Negative Rates, and Off-Market Premium
This article aims to thoroughly organize and analyze the recent market data performance, especially how various indicators within the market collectively depict a complex picture after significant price declines. In the past 24 hours, the Bitcoin market has experienced intense volatility, which is not merely a simple price correction, but a 'de-leveraging' process intertwined with multiple factors that profoundly affect market sentiment, capital flow, and traders' behavior patterns.
1. Market Overview: Intense fluctuations and significant declines within 24 hours
1. Market Overview: Intense fluctuations and significant declines within 24 hours
137 · Market Trends ✨ 2-6
Review of 24H Hotspots - Market Overview
1. The cryptocurrency market has sharply declined and is concentrating on deleveraging: approximately $2.114 billion in liquidations across the network in the last 24 hours;
2. Bitwise submitted the S-1 registration statement for the Bitwise Uniswap ETF to the SEC;
3. Increasing signals for U.S. cryptocurrency legislation: the Senate is brewing to restart the market structure bill, and the Treasury Secretary is applying pressure;
4. The Russian bank has launched BTC-backed loans for the public;
5. Divergence in predictions between markets and institutional views: Polymarket bets on increasing downside probability, while JPM sets a long-term high target;
6. Coinbase launches Hyperliquid (HYPE) and Rainbow (RNBW) spot trading;
7. USDT OTC premium rises;
8. U.S. stocks and macro: Amazon's CAPEX guidance impacts stock prices, U.S. stock indices close lower.
Review of 24H Hotspots - Market Overview
1. The cryptocurrency market has sharply declined and is concentrating on deleveraging: approximately $2.114 billion in liquidations across the network in the last 24 hours;
2. Bitwise submitted the S-1 registration statement for the Bitwise Uniswap ETF to the SEC;
3. Increasing signals for U.S. cryptocurrency legislation: the Senate is brewing to restart the market structure bill, and the Treasury Secretary is applying pressure;
4. The Russian bank has launched BTC-backed loans for the public;
5. Divergence in predictions between markets and institutional views: Polymarket bets on increasing downside probability, while JPM sets a long-term high target;
6. Coinbase launches Hyperliquid (HYPE) and Rainbow (RNBW) spot trading;
7. USDT OTC premium rises;
8. U.S. stocks and macro: Amazon's CAPEX guidance impacts stock prices, U.S. stock indices close lower.
A Brief Discussion on the U.S. Government "Shutdown": Simplifying Complex Politics
Recently, you may have frequently seen the term " #美国政府停摆 " in the news. For friends unfamiliar with American politics, this may sound a bit incredible: how can a country's government just shut down?
To help everyone clarify, I have organized this simple note. I hope to explain the ins and outs of this matter in the simplest language.
1. What is a government "shutdown"?
In simple terms, a government "shutdown" is like a family's "pocket money crisis."
In the United States, the government needs money to operate (pay salaries, repair roads, maintain parks, etc.). But this money cannot be spent freely; it must be approved by Congress (the accountants) through a "spending bill." If the members of Congress argue and fail to pass this bill within the stipulated time, the government's account will run out of money.
To help everyone clarify, I have organized this simple note. I hope to explain the ins and outs of this matter in the simplest language.
1. What is a government "shutdown"?
In simple terms, a government "shutdown" is like a family's "pocket money crisis."
In the United States, the government needs money to operate (pay salaries, repair roads, maintain parks, etc.). But this money cannot be spent freely; it must be approved by Congress (the accountants) through a "spending bill." If the members of Congress argue and fail to pass this bill within the stipulated time, the government's account will run out of money.
137 · Market Trends✨ 2-5
Review of 24H Hotspots - Market Overview
1. The crypto market plummeted with high-intensity liquidations: #BTC once dropped below $72,000, with about $705 million liquidated in 24H;
2. #CME FedWatch: The probability of maintaining the interest rate unchanged in March is about 90.1%, and the cumulative probability of a 25bp rate cut in June is about 46.0;
3. CFTC re-examines the regulatory and enforcement direction for "prediction markets/event contracts";
4. U.S. Treasury Secretary Bessent: No authority to use taxpayer funds to buy/"rescue" Bitcoin; Congress clashes over "Bitcoin reserves";
5. #Vitalik transferred about $29 million in ETH: providing funding support for the Ethereum Foundation, and again proposing a major network "upgrade";
6. Precious metals retracement and capital flow: #Gold/#Silver plummeted, with China's four largest gold ETFs experiencing record net outflows in a single day.
Review of 24H Hotspots - Market Overview
1. The crypto market plummeted with high-intensity liquidations: #BTC once dropped below $72,000, with about $705 million liquidated in 24H;
2. #CME FedWatch: The probability of maintaining the interest rate unchanged in March is about 90.1%, and the cumulative probability of a 25bp rate cut in June is about 46.0;
3. CFTC re-examines the regulatory and enforcement direction for "prediction markets/event contracts";
4. U.S. Treasury Secretary Bessent: No authority to use taxpayer funds to buy/"rescue" Bitcoin; Congress clashes over "Bitcoin reserves";
5. #Vitalik transferred about $29 million in ETH: providing funding support for the Ethereum Foundation, and again proposing a major network "upgrade";
6. Precious metals retracement and capital flow: #Gold/#Silver plummeted, with China's four largest gold ETFs experiencing record net outflows in a single day.
Prediction Market Polymarket: The 'Pricing Power' of Global Consensus
This article aims to deeply analyze the latest developments of the leading Web3 prediction market - Polymarket, in a straightforward manner. It will comprehensively dissect how this platform defines the future paradigm of value discovery in information, from its performance as an 'oracle' in international current events to its strategies for compliance and tokenization in 2026, for everyone to learn from.
If you still think Polymarket is just a website for 'betting on elections', then you are really out of touch. As of today in 2026, Polymarket has become the world's most sensitive 'traffic light'. While news still uses vague terms like 'possible' and 'probably', the market in pm has already provided the cold hard answers with real money.
If you still think Polymarket is just a website for 'betting on elections', then you are really out of touch. As of today in 2026, Polymarket has become the world's most sensitive 'traffic light'. While news still uses vague terms like 'possible' and 'probably', the market in pm has already provided the cold hard answers with real money.
137 · Market Trends ✨ 2-4
Overview of 24H Hotspots - Market Snapshot
1. Crypto market experiences overnight 'V-shaped' shock: #BTC / #ETH plummets quickly and rebounds, with liquidation scale expanding
2. #美国政府部分停摆结束 Partial 'shutdown' of the U.S. federal government ends: funding extended to September 30, DHS receives two weeks of funding first
3. BNB Chain launches #BAP standard and BAP-578, introducing the concept of 'Non-Fungible Agents (NFA)'
4. U.S. stocks and tech stocks weaken: S&P -0.8%, Nasdaq -1.5%, Nvidia's intraday decline expands to about 5%
5. Aave DAO proposal: plans to shrink Aave V3 multi-chain deployment (Phase 1) and raise the threshold for adding new chains
6. On-chain monitoring: suspected large holder repays loans, transferring approximately 310,000 ETH to Binance in the past 3 days
7. U.S. Treasury reportedly investigates whether crypto platforms assist Iran in evading sanctions.
8. Rumors: Grayscale GDLC constituents may be adjusted, with BNB being pointed out as a replacement for AD
Overview of 24H Hotspots - Market Snapshot
1. Crypto market experiences overnight 'V-shaped' shock: #BTC / #ETH plummets quickly and rebounds, with liquidation scale expanding
2. #美国政府部分停摆结束 Partial 'shutdown' of the U.S. federal government ends: funding extended to September 30, DHS receives two weeks of funding first
3. BNB Chain launches #BAP standard and BAP-578, introducing the concept of 'Non-Fungible Agents (NFA)'
4. U.S. stocks and tech stocks weaken: S&P -0.8%, Nasdaq -1.5%, Nvidia's intraday decline expands to about 5%
5. Aave DAO proposal: plans to shrink Aave V3 multi-chain deployment (Phase 1) and raise the threshold for adding new chains
6. On-chain monitoring: suspected large holder repays loans, transferring approximately 310,000 ETH to Binance in the past 3 days
7. U.S. Treasury reportedly investigates whether crypto platforms assist Iran in evading sanctions.
8. Rumors: Grayscale GDLC constituents may be adjusted, with BNB being pointed out as a replacement for AD
What is the recently hottest ERC-8004 in the community, aside from Moltbot?
This article organizes a recent hot topic in the market aside from Moltbot, 'ERC-8004'. With the mainnet deployment completed, this emerging Ethereum standard is attracting the attention of many developers, institutions, and investors. Let's explore its essence, similarities with the past hype of x402, as well as the current progress and noteworthy ecological dynamics.
What is ERC-8004? How does it intersect with x402?
In simple terms, ERC-8004 is an Ethereum standard, fully known as 'Trustless Agents', providing a decentralized discovery and interaction framework for autonomous AI agents through three on-chain registries - identity registry, reputation registry, and validation registry.
What is ERC-8004? How does it intersect with x402?
In simple terms, ERC-8004 is an Ethereum standard, fully known as 'Trustless Agents', providing a decentralized discovery and interaction framework for autonomous AI agents through three on-chain registries - identity registry, reputation registry, and validation registry.
137 · Market Trends ✨ 2-3
Review of 24H Hotspots - Market Overview
1. Trump claims the US and India have reached a trade agreement: proposes to reduce "reciprocal tariffs" on India from 25% to 18%, India plans to stop purchasing Russian oil and commits to buying over $500 billion in US products;
2. Partial US government shutdown may affect data releases: BLS may not be able to publish the January employment report on time;
3. Federal Reserve's Bostic: Tariffs pushing inflation still high, expects no rate cuts until 2026; just 1-2 more rate cuts needed to return to neutral;
4. White House cryptocurrency meeting focuses on stablecoin "yield/reward" controversy: cryptocurrency companies and banks negotiate market structure legislation; New York State Attorney General criticizes the GENIUS Act;
5. Musk plans to integrate "Space + AI": SpaceX and xAI reportedly advancing merger/acquisition through an all-stock deal, post-merger valuation around $1.25 trillion; Musk says they are in "deep negotiations";
6. Circle issues 750 million USDC on the Solana network;
7. BTC briefly drops below 78,000 USDT: lowest around 77,992, daily drop of approximately 1.34%.
Review of 24H Hotspots - Market Overview
1. Trump claims the US and India have reached a trade agreement: proposes to reduce "reciprocal tariffs" on India from 25% to 18%, India plans to stop purchasing Russian oil and commits to buying over $500 billion in US products;
2. Partial US government shutdown may affect data releases: BLS may not be able to publish the January employment report on time;
3. Federal Reserve's Bostic: Tariffs pushing inflation still high, expects no rate cuts until 2026; just 1-2 more rate cuts needed to return to neutral;
4. White House cryptocurrency meeting focuses on stablecoin "yield/reward" controversy: cryptocurrency companies and banks negotiate market structure legislation; New York State Attorney General criticizes the GENIUS Act;
5. Musk plans to integrate "Space + AI": SpaceX and xAI reportedly advancing merger/acquisition through an all-stock deal, post-merger valuation around $1.25 trillion; Musk says they are in "deep negotiations";
6. Circle issues 750 million USDC on the Solana network;
7. BTC briefly drops below 78,000 USDT: lowest around 77,992, daily drop of approximately 1.34%.
Login to explore more contents