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Elon Musk announced that xAI has completed its restructuring: Evolution of the architecture and talent renewal Company Restructuring: Musk confirmed that xAI completed its organizational restructuring a few days ago, aimed at improving execution efficiency. He compared the company to a "living organism," emphasizing that the structure must continue to evolve with rapid growth. Personnel Changes: Along with the restructuring, xAI conducted layoffs. On February 10, co-founder Yuhuai Wu announced his departure. Musk expressed his best wishes to departing colleagues. Recruitment Focus: The company is actively recruiting new talent, with Musk particularly mentioning developers interested in "building large-scale autonomous vehicles on the Moon," hinting at xAI's grand vision across fields. #xAI #马斯克 #人工智能 #吴宇怀
Elon Musk announced that xAI has completed its restructuring: Evolution of the architecture and talent renewal

Company Restructuring: Musk confirmed that xAI completed its organizational restructuring a few days ago, aimed at improving execution efficiency. He compared the company to a "living organism," emphasizing that the structure must continue to evolve with rapid growth.
Personnel Changes: Along with the restructuring, xAI conducted layoffs. On February 10, co-founder Yuhuai Wu announced his departure. Musk expressed his best wishes to departing colleagues.
Recruitment Focus: The company is actively recruiting new talent, with Musk particularly mentioning developers interested in "building large-scale autonomous vehicles on the Moon," hinting at xAI's grand vision across fields.
#xAI #马斯克 #人工智能 #吴宇怀
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The entire network experienced liquidations of 471 million USD in the last 24 hours, with nearly 150,000 people liquidated. Overview of liquidations: According to the latest data from Coinglass, the total amount liquidated across the network in the past 24 hours reached 471 million USD. Among them, long position liquidations dominated, amounting to 299 million USD; short position liquidations totaled 172 million USD. Scale of liquidations: A total of 149,680 traders were forcibly liquidated globally within the last 24 hours, amid significant market volatility and notable leverage risk. Largest single liquidation: The largest single liquidation during this volatility occurred in the BTC-USD trading pair on the Hyperliquid trading platform, valued at up to 11.8609 million USD. #爆仓数据 #BTC #Coinglass #市场波动 #杠杆清算
The entire network experienced liquidations of 471 million USD in the last 24 hours, with nearly 150,000 people liquidated.
Overview of liquidations: According to the latest data from Coinglass, the total amount liquidated across the network in the past 24 hours reached 471 million USD. Among them, long position liquidations dominated, amounting to 299 million USD; short position liquidations totaled 172 million USD.
Scale of liquidations: A total of 149,680 traders were forcibly liquidated globally within the last 24 hours, amid significant market volatility and notable leverage risk.
Largest single liquidation: The largest single liquidation during this volatility occurred in the BTC-USD trading pair on the Hyperliquid trading platform, valued at up to 11.8609 million USD.
#爆仓数据 #BTC #Coinglass #市场波动 #杠杆清算
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Citi successfully tokenized the bill of exchange and completed the full lifecycle from issuance, transfer to final settlement on the Solana public blockchain. Technical Architecture: Leveraging Citi's CIDAP (Comprehensive Digital Asset Platform), it achieved integration of traditional bank risk management with Solana's high-performance underlying technology. Efficiency Revolution: Replaced traditional paper trade finance processes with smart contracts, supporting 24/7 real-time settlement and directly programming compliance checks (KYC/AML) into the token. Strategic Significance: Marks the beginning of top investment banks transitioning from 'permissioned private chains' to utilizing public chains (Public L1) to handle commercial paper business on a scale of billions of dollars.
Citi successfully tokenized the bill of exchange and completed the full lifecycle from issuance, transfer to final settlement on the Solana public blockchain.
Technical Architecture: Leveraging Citi's CIDAP (Comprehensive Digital Asset Platform), it achieved integration of traditional bank risk management with Solana's high-performance underlying technology.
Efficiency Revolution: Replaced traditional paper trade finance processes with smart contracts, supporting 24/7 real-time settlement and directly programming compliance checks (KYC/AML) into the token.
Strategic Significance: Marks the beginning of top investment banks transitioning from 'permissioned private chains' to utilizing public chains (Public L1) to handle commercial paper business on a scale of billions of dollars.
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From "Offshore Giant" to "U.S. Treasury Giant": Tether Returns to the Core Financial Circle of the U.S. with the Compliant Stablecoin USAT. U.S. Treasury Market "Near Top Ten": In February 2026, Tether's U.S. CEO Bo Hines (former White House crypto advisor) announced that with the flagship coin USDT and the compliant coin USAT meeting the demands of the "GENIUS Act," Tether expects to rank among the top ten global holders of U.S. Treasury bonds this year. Holding Data: * U.S. Treasury Reserves: As of February 2026, Tether directly holds over $122 billion in U.S. Treasuries (83.11% of total reserves); if including overnight reverse repos and other indirect positions, the total has reached $141 billion. Global Ranking: Its holdings are positioned between Germany and Saudi Arabia, ranking around 18th globally. "Digital Gold Central Bank": Gold Reserves: Tether currently holds about 148 tons of physical gold, worth approximately $23 billion. This scale places it above countries like Qatar and Australia, ranking as the 23rd largest gold holder globally (ranked first among non-bank entities). Excess Reserves: As of the end of January, Tether holds about $6.3 billion in excess buffer funds to cope with extreme redemption pressure. Compliance Turning Point: USAT was officially launched on January 27, 2026, issued by Anchorage Digital Bank and audited by Cantor Fitzgerald. This marks Tether's successful transition from "regulatory fringe" to a "federally licensed" identity. #Tether #USDT #USAT #美债 #黄金储备
From "Offshore Giant" to "U.S. Treasury Giant": Tether Returns to the Core Financial Circle of the U.S. with the Compliant Stablecoin USAT.
U.S. Treasury Market "Near Top Ten": In February 2026, Tether's U.S. CEO Bo Hines (former White House crypto advisor) announced that with the flagship coin USDT and the compliant coin USAT meeting the demands of the "GENIUS Act," Tether expects to rank among the top ten global holders of U.S. Treasury bonds this year.
Holding Data: * U.S. Treasury Reserves: As of February 2026, Tether directly holds over $122 billion in U.S. Treasuries (83.11% of total reserves); if including overnight reverse repos and other indirect positions, the total has reached $141 billion.
Global Ranking: Its holdings are positioned between Germany and Saudi Arabia, ranking around 18th globally.
"Digital Gold Central Bank":
Gold Reserves: Tether currently holds about 148 tons of physical gold, worth approximately $23 billion. This scale places it above countries like Qatar and Australia, ranking as the 23rd largest gold holder globally (ranked first among non-bank entities).
Excess Reserves: As of the end of January, Tether holds about $6.3 billion in excess buffer funds to cope with extreme redemption pressure.
Compliance Turning Point: USAT was officially launched on January 27, 2026, issued by Anchorage Digital Bank and audited by Cantor Fitzgerald. This marks Tether's successful transition from "regulatory fringe" to a "federally licensed" identity.
#Tether #USDT #USAT #美债 #黄金储备
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Bearish
Nikolaos Panigirtzoglou Team Statement: The market is undergoing a structural shift from 'retail/treasury-driven' to 'institution-led'. Market Status and Correction: In February 2026, the total market value of digital assets has retreated from its peak to $2.3 trillion, a decrease of approximately 25% compared to last month. Despite the recent sluggish market, JPMorgan continues to maintain a bullish stance for the entire year of 2026. Institutional Inflows Become New Momentum: * Driving Force Replacement: JPMorgan notes that the record inflow of $130 billion in 2025 was primarily driven by ETFs and Digital Asset Treasury (DAT) companies. However, entering 2026, with key regulatory bills like the CLARITY Act advancing in Washington, compliant institutional funds (venture capital, mergers and acquisitions, IPOs) will become the main growth driver. DAT Model Cooling: The report observed that since October 2025, treasury companies like Strategy (MSTR), which have massively bought BTC as reserves, have significantly slowed their purchasing pace. Bitcoin's Price 'Anchor': * Production Cost Estimate: JPMorgan currently estimates the **production cost of Bitcoin (Production Cost)** to be $77,000 per coin. Self-Correcting Mechanism: When the BTC price falls below this line, it triggers a 'negative feedback loop' for miners. While some miners will clear their machines, this also leads to a decrease in hashrate, thereby reducing the production cost for the remaining miners, ultimately forming a new market equilibrium bottom around $77,000. Risk Assessment: Although optimistic about Bitcoin's long-term potential relative to gold, analysts warn that in the short term, if institutional funds fail to timely fill the gaps, the market will still need to undergo a period of 'painful deleveraging'. #摩根大通 #比特币生产成本 #机构资金 #CLARITY法案 #2026加密展望
Nikolaos Panigirtzoglou Team Statement: The market is undergoing a structural shift from 'retail/treasury-driven' to 'institution-led'.
Market Status and Correction: In February 2026, the total market value of digital assets has retreated from its peak to $2.3 trillion, a decrease of approximately 25% compared to last month. Despite the recent sluggish market, JPMorgan continues to maintain a bullish stance for the entire year of 2026.
Institutional Inflows Become New Momentum: * Driving Force Replacement: JPMorgan notes that the record inflow of $130 billion in 2025 was primarily driven by ETFs and Digital Asset Treasury (DAT) companies. However, entering 2026, with key regulatory bills like the CLARITY Act advancing in Washington, compliant institutional funds (venture capital, mergers and acquisitions, IPOs) will become the main growth driver.
DAT Model Cooling: The report observed that since October 2025, treasury companies like Strategy (MSTR), which have massively bought BTC as reserves, have significantly slowed their purchasing pace.
Bitcoin's Price 'Anchor': * Production Cost Estimate: JPMorgan currently estimates the **production cost of Bitcoin (Production Cost)** to be $77,000 per coin.
Self-Correcting Mechanism: When the BTC price falls below this line, it triggers a 'negative feedback loop' for miners. While some miners will clear their machines, this also leads to a decrease in hashrate, thereby reducing the production cost for the remaining miners, ultimately forming a new market equilibrium bottom around $77,000.
Risk Assessment: Although optimistic about Bitcoin's long-term potential relative to gold, analysts warn that in the short term, if institutional funds fail to timely fill the gaps, the market will still need to undergo a period of 'painful deleveraging'.
#摩根大通 #比特币生产成本 #机构资金 #CLARITY法案 #2026加密展望
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XXYY.cc Morning News | February 12, 2026 21:00-07:00 Keywords: Non-Farm Payroll Surprises · BTC 68,000 · Goldman Sachs Holdings · White House Compromise 1️⃣ U.S. Non-Farm Payroll Data Exceeds Expectations, Rate Cut Expectations Douse The overnight release of January's non-farm payroll added 130,000 jobs (expected 65,000), and the unemployment rate fell to 4.3%. Strong data caused the probability of a rate cut in April to drop to 20%, and expectations for a prolonged high-interest environment led to a collective retreat in risk assets. 2️⃣ BTC Struggles to Hold $68,000, $240 Million Liquidated in 24 Hours Affected by macroeconomic headwinds, BTC fell below the $68,000 mark, dipping as low as $67,500. ETH also weakened, briefly falling below the psychological level of $2,000. Over the past 24 hours, more than 120,000 people were liquidated, forcing the long positions' defensive focus to shift downwards. 3️⃣ White House Stablecoin Meeting Makes Progress, Banks Consider "Yield Exemption" for the First Time The latest round of stablecoin discussions from the White House releases good news: banks are softening their stance and are willing to consider the proposal for "trading reward exemptions" from crypto companies. This is viewed as an important concession in the compliance and yield characteristics of stablecoins. 4️⃣ Goldman Sachs Discloses $2.36 Billion in Crypto Assets, BTC Makes Up Half Goldman Sachs' latest financial report reveals its crypto holdings: $1.1 billion in BTC, $1 billion in ETH, with the rest distributed among XRP and SOL. The significant holdings of this top investment bank provide strong psychological support in the current volatile market. 5️⃣ Financial Circle: China's Central Bank Signals "Moderate Easing," Gold Bets at $5,000 China's central bank reiterated that there is still room for reserve requirement ratio and interest rate cuts, supporting the economy. Meanwhile, spot gold, although reaching a high of $5,078, fell back to around $5,000 under pressure from a strengthening dollar, showing intense range fluctuations. 6️⃣ LayerZero Secures Investments from Castle Securities and ARK, Launches Institutional-Level Zero Chain LayerZero announced the launch of the Zero Chain designed specifically for financial institutions. The backing of top traditional capital shows that Web3 infrastructure is accelerating its penetration into TradFi.
XXYY.cc Morning News | February 12, 2026
21:00-07:00 Keywords: Non-Farm Payroll Surprises · BTC 68,000 · Goldman Sachs Holdings · White House Compromise
1️⃣ U.S. Non-Farm Payroll Data Exceeds Expectations, Rate Cut Expectations Douse
The overnight release of January's non-farm payroll added 130,000 jobs (expected 65,000), and the unemployment rate fell to 4.3%. Strong data caused the probability of a rate cut in April to drop to 20%, and expectations for a prolonged high-interest environment led to a collective retreat in risk assets.
2️⃣ BTC Struggles to Hold $68,000, $240 Million Liquidated in 24 Hours
Affected by macroeconomic headwinds, BTC fell below the $68,000 mark, dipping as low as $67,500. ETH also weakened, briefly falling below the psychological level of $2,000. Over the past 24 hours, more than 120,000 people were liquidated, forcing the long positions' defensive focus to shift downwards.
3️⃣ White House Stablecoin Meeting Makes Progress, Banks Consider "Yield Exemption" for the First Time
The latest round of stablecoin discussions from the White House releases good news: banks are softening their stance and are willing to consider the proposal for "trading reward exemptions" from crypto companies. This is viewed as an important concession in the compliance and yield characteristics of stablecoins.
4️⃣ Goldman Sachs Discloses $2.36 Billion in Crypto Assets, BTC Makes Up Half
Goldman Sachs' latest financial report reveals its crypto holdings: $1.1 billion in BTC, $1 billion in ETH, with the rest distributed among XRP and SOL. The significant holdings of this top investment bank provide strong psychological support in the current volatile market.
5️⃣ Financial Circle: China's Central Bank Signals "Moderate Easing," Gold Bets at $5,000
China's central bank reiterated that there is still room for reserve requirement ratio and interest rate cuts, supporting the economy. Meanwhile, spot gold, although reaching a high of $5,078, fell back to around $5,000 under pressure from a strengthening dollar, showing intense range fluctuations.
6️⃣ LayerZero Secures Investments from Castle Securities and ARK, Launches Institutional-Level Zero Chain
LayerZero announced the launch of the Zero Chain designed specifically for financial institutions. The backing of top traditional capital shows that Web3 infrastructure is accelerating its penetration into TradFi.
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Macroeconomic suppression and dual blow to individual stock fundamentals: Interest rate cut expectations fluctuate, crypto stocks retract recent gains. Macroeconomic headwind: On February 10, 2026, U.S. retail data for December stagnated, raising market concerns about "stagflation." At the same time, the hawkish expectation of Trump nominating Kevin Warsh as the next Federal Reserve chairman (advocating for balance sheet reduction and increasing real interest rates) has significantly reduced the willingness to allocate risk assets. Individual stock "misery": Gemini (GEMI) leads the decline (-7.72%): As a newly listed exchange asset, GEMI has recently suffered from the impact of the "global contraction strategy." In addition to the decline in trading fees and custody fees due to the drop in BTC, the market is pessimistic about its layoffs and restructuring after withdrawing from the UK, EU, and Australian markets, with the stock price hovering around the low of $7.9. Strategy (MSTR) (-3.93%): Despite Michael Saylor publicly stating that BTC's long-term returns will double on the same day, MSTR remains trapped by a multi-billion dollar impairment loss in Q4 2025 (Non-cash impairment). After BTC fell below $69,000, its premium rate was subjected to a second review by institutional investors. ETH concept stocks: ETHZ (-7%) and BMNR (-6.99%) performed poorly. The annual inflation rate of Ethereum has risen to 0.8%, compounded by the L2 narrative crisis, causing the DAT (Digital Asset Treasury) company, which is pegged to ETH, to face harsher liquidity discounts. Market sentiment: Although Bitmine (BMNR) disclosed that its total crypto assets reached $10.7 billion, it still struggled to withstand sector-wide adjustments in the atmosphere of "post-Trump benefits fully priced in." #美股收盘 #GEMI #MSTR #KevinWarsh #ETHZ
Macroeconomic suppression and dual blow to individual stock fundamentals: Interest rate cut expectations fluctuate, crypto stocks retract recent gains.
Macroeconomic headwind: On February 10, 2026, U.S. retail data for December stagnated, raising market concerns about "stagflation." At the same time, the hawkish expectation of Trump nominating Kevin Warsh as the next Federal Reserve chairman (advocating for balance sheet reduction and increasing real interest rates) has significantly reduced the willingness to allocate risk assets.
Individual stock "misery":
Gemini (GEMI) leads the decline (-7.72%): As a newly listed exchange asset, GEMI has recently suffered from the impact of the "global contraction strategy." In addition to the decline in trading fees and custody fees due to the drop in BTC, the market is pessimistic about its layoffs and restructuring after withdrawing from the UK, EU, and Australian markets, with the stock price hovering around the low of $7.9.
Strategy (MSTR) (-3.93%): Despite Michael Saylor publicly stating that BTC's long-term returns will double on the same day, MSTR remains trapped by a multi-billion dollar impairment loss in Q4 2025 (Non-cash impairment). After BTC fell below $69,000, its premium rate was subjected to a second review by institutional investors.
ETH concept stocks: ETHZ (-7%) and BMNR (-6.99%) performed poorly. The annual inflation rate of Ethereum has risen to 0.8%, compounded by the L2 narrative crisis, causing the DAT (Digital Asset Treasury) company, which is pegged to ETH, to face harsher liquidity discounts.
Market sentiment: Although Bitmine (BMNR) disclosed that its total crypto assets reached $10.7 billion, it still struggled to withstand sector-wide adjustments in the atmosphere of "post-Trump benefits fully priced in."
#美股收盘 #GEMI #MSTR #KevinWarsh #ETHZ
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XXYY.cc Morning News | February 11, 2026 21:00-07:00 Keywords: Visa Blockchain · Consensus Hong Kong · 68,000 Attacks and Defenses · CPI Postponed 1️⃣ Visa officially launches stablecoin settlement in Ethereum production environment Global payment giant Visa announced that starting today (February 10/11), it will directly settle stablecoin transactions on Ethereum. This marks the transition of top financial infrastructure from pilot to “normal operation,” establishing Ethereum's core position as the global payment clearing layer. 2️⃣ Consensus Hong Kong 2026 opens today, focusing on AI and compliance The world's premier cryptocurrency event, Consensus, opens today in Hong Kong. Government officials and senior regulators are in attendance, and the market is closely watching the latest policy guidelines on “compliant stablecoins” and “RWA regulatory frameworks.” 3️⃣ BTC pressured below $69,000, $217 million liquidated in 24 hours The cryptocurrency market weakened overnight, with BTC dropping below the $69,000 mark. Coinglass data shows that over 90,000 people were liquidated in the past 24 hours, with a total liquidation amount reaching $217 million. Bulls in the market are retreating to the crucial support level of $68,000. 4️⃣ U.S. January CPI data postponed to February 13, market awaits guidance The U.S. Bureau of Labor Statistics announced that the January CPI data originally scheduled for today will be postponed to February 13 (Friday) due to unforeseen circumstances. This change extends the market's speculation period but also alleviates the immediate volatility that may arise today due to data uncertainty. 5️⃣ Financial Circle: Gold reaches $5,050, silver returns to $81 In the commodities market, risk aversion has driven spot gold to a high of $5,050 per ounce, with silver standing at $81. Funds continue to flow into precious metals amid inflation expectations and geopolitical games, creating a certain diversion of funds from digital gold (BTC). 6️⃣ Tether collaborates with U.S. Justice Department to freeze $1 billion in assets, cooperation reaches new high Tether confirmed cooperation with U.S. and Turkish authorities to block approximately $1 billion in unusual funds. Despite triggering controversy over decentralization, this is seen as a comprehensive shift to secure the right to settle in U.S. dollars under strict regulations in 2026.
XXYY.cc Morning News | February 11, 2026
21:00-07:00 Keywords: Visa Blockchain · Consensus Hong Kong · 68,000 Attacks and Defenses · CPI Postponed
1️⃣ Visa officially launches stablecoin settlement in Ethereum production environment
Global payment giant Visa announced that starting today (February 10/11), it will directly settle stablecoin transactions on Ethereum. This marks the transition of top financial infrastructure from pilot to “normal operation,” establishing Ethereum's core position as the global payment clearing layer.
2️⃣ Consensus Hong Kong 2026 opens today, focusing on AI and compliance
The world's premier cryptocurrency event, Consensus, opens today in Hong Kong. Government officials and senior regulators are in attendance, and the market is closely watching the latest policy guidelines on “compliant stablecoins” and “RWA regulatory frameworks.”
3️⃣ BTC pressured below $69,000, $217 million liquidated in 24 hours
The cryptocurrency market weakened overnight, with BTC dropping below the $69,000 mark. Coinglass data shows that over 90,000 people were liquidated in the past 24 hours, with a total liquidation amount reaching $217 million. Bulls in the market are retreating to the crucial support level of $68,000.
4️⃣ U.S. January CPI data postponed to February 13, market awaits guidance
The U.S. Bureau of Labor Statistics announced that the January CPI data originally scheduled for today will be postponed to February 13 (Friday) due to unforeseen circumstances. This change extends the market's speculation period but also alleviates the immediate volatility that may arise today due to data uncertainty.
5️⃣ Financial Circle: Gold reaches $5,050, silver returns to $81
In the commodities market, risk aversion has driven spot gold to a high of $5,050 per ounce, with silver standing at $81. Funds continue to flow into precious metals amid inflation expectations and geopolitical games, creating a certain diversion of funds from digital gold (BTC).
6️⃣ Tether collaborates with U.S. Justice Department to freeze $1 billion in assets, cooperation reaches new high
Tether confirmed cooperation with U.S. and Turkish authorities to block approximately $1 billion in unusual funds. Despite triggering controversy over decentralization, this is seen as a comprehensive shift to secure the right to settle in U.S. dollars under strict regulations in 2026.
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XXYY.cc Evening Report | February 11, 2026 Keywords: Visa Settlement · Hong Kong License · Saylor Stays Strong · Korea Accountability 1️⃣ Visa officially launches stablecoin settlement in Ethereum production environment Global payment giant Visa announced today (February 10) that it will directly settle stablecoin transactions in its actual business on the Ethereum mainnet. This marks the transition of top financial infrastructure from 'pilot' to 'regular operation', establishing Ethereum's status as a mainstream payment clearing layer. 2️⃣ Consensus Hong Kong 2026 opens, initial stablecoin licenses expected to heat up The global Web3 event opens today in Hong Kong. Market rumors suggest that the Hong Kong government may issue the first batch of stablecoin 'temporary licenses' during the conference. Standard Chartered, Ant Group and other giants are seen as popular candidates, and this move will reshape the global stablecoin landscape, activating the trillion-dollar RWA track. 3️⃣ BTC hovers after a thrilling V-shaped recovery, Saylor hints at increasing holdings with 'dividends' After experiencing extreme volatility testing $60,000, BTC stabilizes at $70,500. Michael Saylor stated overnight that MSTR may pay dividends through asset sales and continue to increase BTC holdings. Institutional positions remain unchanged, greatly alleviating market fears of 'institutional liquidation chain reactions'. 4️⃣ Korea's Financial Supervisory Service intervenes in Bithumb incident, refusal to return 'airdrop tokens' may lead to criminal charges Regarding the previous erroneous distribution of 2,000 BTC by Bithumb, Korean officials warned today: those who fraudulently claim or privately liquidate related assets will face charges of 'embezzlement'. The platform has recovered 99% of the assets and launched a commission-free week to reassure users. 5️⃣ Financial circle: Dow Jones holds steady at 50,000 points, metals ETF becomes a hit The Dow Jones Industrial Average firmly holds the 50,000 mark, boosting confidence in risk assets. Several domestic metals-themed ETFs have seen their scale surpass ten thousand, driven by AI and industrial demand growth, indicating that capital is returning to resource and hard tech sectors. 6️⃣ Tether assists in judicial freeze of $1 billion, regulatory transparency reaches new heights Tether confirmed that it cooperated with law enforcement agencies in multiple countries to freeze approximately $1 billion of suspicious assets. Under high-pressure regulations in 2026, the stablecoin leader is seeking survival space through deep compliance. Although controversial, this move significantly reduces systemic decoupling risks.
XXYY.cc Evening Report | February 11, 2026
Keywords: Visa Settlement · Hong Kong License · Saylor Stays Strong · Korea Accountability
1️⃣ Visa officially launches stablecoin settlement in Ethereum production environment
Global payment giant Visa announced today (February 10) that it will directly settle stablecoin transactions in its actual business on the Ethereum mainnet. This marks the transition of top financial infrastructure from 'pilot' to 'regular operation', establishing Ethereum's status as a mainstream payment clearing layer.
2️⃣ Consensus Hong Kong 2026 opens, initial stablecoin licenses expected to heat up
The global Web3 event opens today in Hong Kong. Market rumors suggest that the Hong Kong government may issue the first batch of stablecoin 'temporary licenses' during the conference. Standard Chartered, Ant Group and other giants are seen as popular candidates, and this move will reshape the global stablecoin landscape, activating the trillion-dollar RWA track.
3️⃣ BTC hovers after a thrilling V-shaped recovery, Saylor hints at increasing holdings with 'dividends'
After experiencing extreme volatility testing $60,000, BTC stabilizes at $70,500. Michael Saylor stated overnight that MSTR may pay dividends through asset sales and continue to increase BTC holdings. Institutional positions remain unchanged, greatly alleviating market fears of 'institutional liquidation chain reactions'.
4️⃣ Korea's Financial Supervisory Service intervenes in Bithumb incident, refusal to return 'airdrop tokens' may lead to criminal charges
Regarding the previous erroneous distribution of 2,000 BTC by Bithumb, Korean officials warned today: those who fraudulently claim or privately liquidate related assets will face charges of 'embezzlement'. The platform has recovered 99% of the assets and launched a commission-free week to reassure users.
5️⃣ Financial circle: Dow Jones holds steady at 50,000 points, metals ETF becomes a hit
The Dow Jones Industrial Average firmly holds the 50,000 mark, boosting confidence in risk assets. Several domestic metals-themed ETFs have seen their scale surpass ten thousand, driven by AI and industrial demand growth, indicating that capital is returning to resource and hard tech sectors.
6️⃣ Tether assists in judicial freeze of $1 billion, regulatory transparency reaches new heights
Tether confirmed that it cooperated with law enforcement agencies in multiple countries to freeze approximately $1 billion of suspicious assets. Under high-pressure regulations in 2026, the stablecoin leader is seeking survival space through deep compliance. Although controversial, this move significantly reduces systemic decoupling risks.
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XXYY.cc Morning News | February 10, 2026 21:00-07:00 Keywords: Consensus Hong Kong Opening · Waller Pours Cold Water · RWA Regulatory Red Line · Chip Tariff Exemption 1️⃣ Consensus Hong Kong 2026 officially opens today, focusing on the integration of Web3 and AI The world’s top crypto event, Consensus, officially opens today at the Hong Kong Convention and Exhibition Centre. The first day of the conference emphasizes discussions on “Decentralized AI” and “Payment Infrastructure.” The Solana Foundation simultaneously launches its APAC accelerator, which is seen as a key point in reclaiming the Web3 narrative in the Asia-Pacific region. 2️⃣ Fed Governor Waller: The crypto frenzy sparked by Trump is fading In an overnight speech, Fed Governor Waller stated that as the market experiences severe sell-offs, the optimism previously ignited by Trump’s election has noticeably cooled. He pointed out that the recent plunge is mainly due to mainstream financial companies conducting risk hedging operations, rather than a single fundamental deterioration. 3️⃣ Eight departments set RWA red line, strictly prohibiting unauthorized tokenization activities China's financial regulatory authorities reiterated that any form of RWA (Real World Assets) token issuance and trading within the country constitutes illegal financial activity. The new regulations emphasize the implementation of “same business, same rules” supervision on cross-border RWA, aiming to completely cut off the survival space for illegal asset tokenization. 4️⃣ Trump plans to exempt tech giants from chip tariffs, Nasdaq rebounds in response Stimulated by news of “exempting tech giants from chip tariffs,” the U.S. tech sector rebounded overnight. This creates a favorable premium for the crypto market, which is highly tied to computing power. BTC stabilized at $70,500, alleviating the technical bearish pressure after breaking below $70,000. 5️⃣ Ethereum whales stop losses, Trend Research accumulates losses over $600 million On-chain tracking shows that the institutional-level whale Trend Research deposited 53,600 ETH (worth approximately $12.3 million) into Binance overnight for stop-loss liquidation. Its total investment loss in Ethereum has expanded to $613 million, and the institution's leverage clearing has kept ETH under high pressure around $2,100. 6️⃣ Circle issues 750 million USDC on Solana, liquidity shifts to high-speed chains Circle significantly issued 750 million USDC on the Solana network overnight. With the Solana Breakout conference starting today, a large amount of arbitrage capital is moving from Ethereum to Solana, seeking a high-efficiency, low-cost DeFi safe haven.
XXYY.cc Morning News | February 10, 2026
21:00-07:00 Keywords: Consensus Hong Kong Opening · Waller Pours Cold Water · RWA Regulatory Red Line · Chip Tariff Exemption
1️⃣ Consensus Hong Kong 2026 officially opens today, focusing on the integration of Web3 and AI
The world’s top crypto event, Consensus, officially opens today at the Hong Kong Convention and Exhibition Centre. The first day of the conference emphasizes discussions on “Decentralized AI” and “Payment Infrastructure.” The Solana Foundation simultaneously launches its APAC accelerator, which is seen as a key point in reclaiming the Web3 narrative in the Asia-Pacific region.
2️⃣ Fed Governor Waller: The crypto frenzy sparked by Trump is fading
In an overnight speech, Fed Governor Waller stated that as the market experiences severe sell-offs, the optimism previously ignited by Trump’s election has noticeably cooled. He pointed out that the recent plunge is mainly due to mainstream financial companies conducting risk hedging operations, rather than a single fundamental deterioration.
3️⃣ Eight departments set RWA red line, strictly prohibiting unauthorized tokenization activities
China's financial regulatory authorities reiterated that any form of RWA (Real World Assets) token issuance and trading within the country constitutes illegal financial activity. The new regulations emphasize the implementation of “same business, same rules” supervision on cross-border RWA, aiming to completely cut off the survival space for illegal asset tokenization.
4️⃣ Trump plans to exempt tech giants from chip tariffs, Nasdaq rebounds in response
Stimulated by news of “exempting tech giants from chip tariffs,” the U.S. tech sector rebounded overnight. This creates a favorable premium for the crypto market, which is highly tied to computing power. BTC stabilized at $70,500, alleviating the technical bearish pressure after breaking below $70,000.
5️⃣ Ethereum whales stop losses, Trend Research accumulates losses over $600 million
On-chain tracking shows that the institutional-level whale Trend Research deposited 53,600 ETH (worth approximately $12.3 million) into Binance overnight for stop-loss liquidation. Its total investment loss in Ethereum has expanded to $613 million, and the institution's leverage clearing has kept ETH under high pressure around $2,100.
6️⃣ Circle issues 750 million USDC on Solana, liquidity shifts to high-speed chains
Circle significantly issued 750 million USDC on the Solana network overnight. With the Solana Breakout conference starting today, a large amount of arbitrage capital is moving from Ethereum to Solana, seeking a high-efficiency, low-cost DeFi safe haven.
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XXYY.cc Evening News | February 10, 2026 Keywords: MegaETH Launch · CME New Products · Bithumb Zero Fees · Robot Liquidation 1️⃣ MegaETH Public Testnet Launched Today, Targeting 100,000 TPS The real-time blockchain MegaETH officially begins testing today. This project has previously processed 11 billion transactions during stress testing. As the core focus of high-performance Layer 2 in 2026, its testing performance will directly define a new height for scaling Ethereum. 2️⃣ BTC's Early Morning Fluctuation Due to Robot Liquidation, Not Institutional Exodus In response to the severe flash crash and V-shaped recovery of BTC and ETH early yesterday morning, Wintermute's founder pointed out that this is likely caused by a malfunction or liquidation of a market-making robot, rather than the rumored institutional collapse. Currently, BTC is stabilizing around $68,000. 3️⃣ CME Officially Launches ADA, LINK, XLM Futures Trading CME has today opened standard and mini futures for Cardano, Chainlink, and Stellar. The completion of institutional-grade hedging tools marks a deep involvement of mainstream capital in the altcoin market, and short-term volatility may increase due to derivatives speculation. 4️⃣ Bithumb Fully Launches “Zero Fee” Compensation Week To address the previous erroneous distribution of 620,000 BTC, the Korean exchange Bithumb will implement a zero-fee policy for 7 days starting today at 00:00. The official has recovered 99.7% of the assets and has begun issuing 110% price difference compensation to affected users. 5️⃣ Dow Jones Fluctuates at 50,000 Points, Market Awaits Tomorrow’s CPI Data The U.S. stock market enters profit-taking consolidation after the Dow Jones surpasses 50,000. The financial industry's focus shifts to the U.S. January CPI data to be released tomorrow (February 11), which will determine the first monetary policy tone under Powell's leadership at the Federal Reserve. 6️⃣ Tether Assists in Freezing $1 Billion in Assets, Cooperation Level at an All-Time High Tether confirmed today that it has cooperated with relevant agencies in Turkey and the United States to freeze approximately $1 billion in assets with unusual flows. Under the regulatory pressure in 2026, stablecoin issuers are seeking long-term survival space through comprehensive compliance.
XXYY.cc Evening News | February 10, 2026
Keywords: MegaETH Launch · CME New Products · Bithumb Zero Fees · Robot Liquidation
1️⃣ MegaETH Public Testnet Launched Today, Targeting 100,000 TPS
The real-time blockchain MegaETH officially begins testing today. This project has previously processed 11 billion transactions during stress testing. As the core focus of high-performance Layer 2 in 2026, its testing performance will directly define a new height for scaling Ethereum.
2️⃣ BTC's Early Morning Fluctuation Due to Robot Liquidation, Not Institutional Exodus
In response to the severe flash crash and V-shaped recovery of BTC and ETH early yesterday morning, Wintermute's founder pointed out that this is likely caused by a malfunction or liquidation of a market-making robot, rather than the rumored institutional collapse. Currently, BTC is stabilizing around $68,000.
3️⃣ CME Officially Launches ADA, LINK, XLM Futures Trading
CME has today opened standard and mini futures for Cardano, Chainlink, and Stellar. The completion of institutional-grade hedging tools marks a deep involvement of mainstream capital in the altcoin market, and short-term volatility may increase due to derivatives speculation.
4️⃣ Bithumb Fully Launches “Zero Fee” Compensation Week
To address the previous erroneous distribution of 620,000 BTC, the Korean exchange Bithumb will implement a zero-fee policy for 7 days starting today at 00:00. The official has recovered 99.7% of the assets and has begun issuing 110% price difference compensation to affected users.
5️⃣ Dow Jones Fluctuates at 50,000 Points, Market Awaits Tomorrow’s CPI Data
The U.S. stock market enters profit-taking consolidation after the Dow Jones surpasses 50,000. The financial industry's focus shifts to the U.S. January CPI data to be released tomorrow (February 11), which will determine the first monetary policy tone under Powell's leadership at the Federal Reserve.
6️⃣ Tether Assists in Freezing $1 Billion in Assets, Cooperation Level at an All-Time High
Tether confirmed today that it has cooperated with relevant agencies in Turkey and the United States to freeze approximately $1 billion in assets with unusual flows. Under the regulatory pressure in 2026, stablecoin issuers are seeking long-term survival space through comprehensive compliance.
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XXYY.cc Evening Report | February 9, 2026 Keywords: MegaETH Testnet · Bithumb Zero Commission · CME New Products Launch · Liquidity Summit 1️⃣ MegaETH Public Testnet Launched Today, Challenging Ethereum's Performance Limits The highly anticipated "real-time blockchain" MegaETH officially launched its public testnet today (February 9). The project claims to achieve 100,000 TPS. As the number one challenger for high-performance L2 in 2026, its testnet performance will directly impact market confidence in Ethereum's scaling solutions. 2️⃣ Bithumb Launches 'Zero Commission' Week Across All Platforms, Compensates 44 Billion for Mishap To quell the turmoil caused by the previous "2,000 BTC misdelivery," the Korean exchange Bithumb announced a 7-day zero trading fee activity starting from today at 00:00. The official has conducted on-site inspections and is currently providing a 110% price difference compensation to the affected users. 3️⃣ CME Officially Launches ADA / LINK / XLM Futures Trading The Chicago Mercantile Exchange (CME) officially opened futures trading for Cardano, Chainlink, and Stellar today. This marks a further enhancement of risk control tools for mainstream institutions in the altcoin space. Against the backdrop of a market retreat from $70,000, institutional shorting and hedging demands are expected to increase significantly. 4️⃣ 2026 Global Liquidity Summit Kicks Off in Hong Kong Today, the cross-border event of traditional finance and crypto assets—Liquidity Summit—was held at the JW Marriott Hotel in Hong Kong. The conference focuses on regulatory breakthroughs for RWA (Real World Assets) in 2026. Meanwhile, Saudi Arabia's Global Blockchain Show also kicked off today, drawing attention to the flow of funds in the Middle East. 5️⃣ New Address Withdraws 1,546 BTC from Binance, Whales Hoard Against the Trend On-chain tracking shows that a newly created address (39B2BNj...) withdrew 1,546 BTC from Binance early this morning, worth approximately $106 million. Despite fluctuations in ETF fund flows, the frequent withdrawals by whales in the $68,000 - $70,000 range indicate that large holders are making long-term strategic moves. 6️⃣ Finance Circle: Webster Financial (WBS) Ex-Dividend Today Webster Financial in the US executed its dividend plan today ($0.4 USD per share). In the context of sustained high-interest global environments and US Treasury yields climbing to 4.9%, the dividend and payout performance of bank stocks has become a defensive haven of interest in the financial circle.
XXYY.cc Evening Report | February 9, 2026
Keywords: MegaETH Testnet · Bithumb Zero Commission · CME New Products Launch · Liquidity Summit
1️⃣ MegaETH Public Testnet Launched Today, Challenging Ethereum's Performance Limits
The highly anticipated "real-time blockchain" MegaETH officially launched its public testnet today (February 9). The project claims to achieve 100,000 TPS. As the number one challenger for high-performance L2 in 2026, its testnet performance will directly impact market confidence in Ethereum's scaling solutions.
2️⃣ Bithumb Launches 'Zero Commission' Week Across All Platforms, Compensates 44 Billion for Mishap
To quell the turmoil caused by the previous "2,000 BTC misdelivery," the Korean exchange Bithumb announced a 7-day zero trading fee activity starting from today at 00:00. The official has conducted on-site inspections and is currently providing a 110% price difference compensation to the affected users.
3️⃣ CME Officially Launches ADA / LINK / XLM Futures Trading
The Chicago Mercantile Exchange (CME) officially opened futures trading for Cardano, Chainlink, and Stellar today. This marks a further enhancement of risk control tools for mainstream institutions in the altcoin space. Against the backdrop of a market retreat from $70,000, institutional shorting and hedging demands are expected to increase significantly.
4️⃣ 2026 Global Liquidity Summit Kicks Off in Hong Kong
Today, the cross-border event of traditional finance and crypto assets—Liquidity Summit—was held at the JW Marriott Hotel in Hong Kong. The conference focuses on regulatory breakthroughs for RWA (Real World Assets) in 2026. Meanwhile, Saudi Arabia's Global Blockchain Show also kicked off today, drawing attention to the flow of funds in the Middle East.
5️⃣ New Address Withdraws 1,546 BTC from Binance, Whales Hoard Against the Trend
On-chain tracking shows that a newly created address (39B2BNj...) withdrew 1,546 BTC from Binance early this morning, worth approximately $106 million. Despite fluctuations in ETF fund flows, the frequent withdrawals by whales in the $68,000 - $70,000 range indicate that large holders are making long-term strategic moves.
6️⃣ Finance Circle: Webster Financial (WBS) Ex-Dividend Today
Webster Financial in the US executed its dividend plan today ($0.4 USD per share). In the context of sustained high-interest global environments and US Treasury yields climbing to 4.9%, the dividend and payout performance of bank stocks has become a defensive haven of interest in the financial circle.
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XXYY.cc Morning News | February 8, 2026 21:00-07:00 Keywords: Dow Jones 50,000 · BTC Recovery · Bithumb Mistake · Japan Election 1️⃣ Dow Jones Breaks 50,000 Points for the First Time, BTC Strongly Rebounds from $60,000 The US stock market's Dow Jones has historically surpassed the 50,000 mark, with a recovery in risk appetite driving BTC to make a V-shaped reversal, rebounding from $60,074 to above $66,000. A technical correction is underway after significant liquidations across the network. 2️⃣ Bithumb Incorrectly Issued $44 Billion in Rewards, Official Promises 110% Compensation Korean Bithumb mistakenly issued 2,000 BTC instead of won, leading to a 17% instant drop in the internal currency price. The official has intercepted most of the assets and promised 110% cash compensation for affected users. 3️⃣ Japan Holds Election Today, May Become Next Week's Financial "Black Swan" Japan is holding elections on February 8, with the market closely monitoring the monetary policy stance. If the winning side tends to tighten liquidity, it may trigger a reversal in "Yen arbitrage trading," posing a secondary selling pressure risk on US stocks and the crypto market. 4️⃣ MSTR Falls Below Cost Line, Saylor Insists on "Never Selling" Strategy (MSTR) has an average cost of about $76,000, currently at a floating loss. However, Saylor reiterated the financial structure's robustness and is preparing for a new round of financing. The market views this as the last psychological support below $60,000 for BTC. 5️⃣ ENS Abandons L2 Plan to Return to Mainnet, Triggering Structural Reflection ENS Labs canceled the Namechain (L2) plan, shifting to deployment on the Ethereum mainnet. This move responds to Vitalik's concerns about L2 excess, showing that top protocols are returning to the mainnet security narrative. 6️⃣ Mining Difficulty Warning: BTC Mining Difficulty Sees Largest Drop Since 2021 BTC mining difficulty has decreased by 11%, reflecting that some small and medium miners have shut down due to price volatility and high energy costs, leading to a deep clearing in the hash rate market.
XXYY.cc Morning News | February 8, 2026
21:00-07:00 Keywords: Dow Jones 50,000 · BTC Recovery · Bithumb Mistake · Japan Election
1️⃣ Dow Jones Breaks 50,000 Points for the First Time, BTC Strongly Rebounds from $60,000
The US stock market's Dow Jones has historically surpassed the 50,000 mark, with a recovery in risk appetite driving BTC to make a V-shaped reversal, rebounding from $60,074 to above $66,000. A technical correction is underway after significant liquidations across the network.
2️⃣ Bithumb Incorrectly Issued $44 Billion in Rewards, Official Promises 110% Compensation
Korean Bithumb mistakenly issued 2,000 BTC instead of won, leading to a 17% instant drop in the internal currency price. The official has intercepted most of the assets and promised 110% cash compensation for affected users.
3️⃣ Japan Holds Election Today, May Become Next Week's Financial "Black Swan"
Japan is holding elections on February 8, with the market closely monitoring the monetary policy stance. If the winning side tends to tighten liquidity, it may trigger a reversal in "Yen arbitrage trading," posing a secondary selling pressure risk on US stocks and the crypto market.
4️⃣ MSTR Falls Below Cost Line, Saylor Insists on "Never Selling"
Strategy (MSTR) has an average cost of about $76,000, currently at a floating loss. However, Saylor reiterated the financial structure's robustness and is preparing for a new round of financing. The market views this as the last psychological support below $60,000 for BTC.
5️⃣ ENS Abandons L2 Plan to Return to Mainnet, Triggering Structural Reflection
ENS Labs canceled the Namechain (L2) plan, shifting to deployment on the Ethereum mainnet. This move responds to Vitalik's concerns about L2 excess, showing that top protocols are returning to the mainnet security narrative.
6️⃣ Mining Difficulty Warning: BTC Mining Difficulty Sees Largest Drop Since 2021
BTC mining difficulty has decreased by 11%, reflecting that some small and medium miners have shut down due to price volatility and high energy costs, leading to a deep clearing in the hash rate market.
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CZ posted on platform X that Binance has assisted in the recovery work for the mistaken airdrop incident of Bithumb. CZ also suggested that all airdrop functionalities should have a maximum value check. Today's news, Bithumb admitted to mistakenly airdropping a total of 3% of Bitcoin to users, and has now recovered 99.7% of the total amount, with related improper profit accounts frozen.
CZ posted on platform X that Binance has assisted in the recovery work for the mistaken airdrop incident of Bithumb.

CZ also suggested that all airdrop functionalities should have a maximum value check.

Today's news, Bithumb admitted to mistakenly airdropping a total of 3% of Bitcoin to users, and has now recovered 99.7% of the total amount, with related improper profit accounts frozen.
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XXYY.cc Evening News | February 7, 2026 Keywords: BTC V-shaped reversal · Dow Jones breaks 50,000 · Bithumb blunder · Saylor hold on 1️⃣ BTC staged a stunning V-shaped reversal, violently recovering from $60,000 to $70,000 After hitting a new yearly low of $60,074, BTC surged over 15% overnight, briefly returning to the $70,000 mark. Analysts call this a "leveraged cleanup after extreme overselling." Although it has currently fallen back to around $66,300 and is fluctuating, the market has already digested the more than $1.2 billion in ETF outflows this week, and initial signs of bottoming out are emerging. 2️⃣ Dow Jones Closes Above 50,000 for the First Time in History, US Stocks Rebound Boosts Risk Appetite US stocks recovered from the shadow of "Black Thursday" overnight, with the Dow Jones Industrial Average surging 1,200 points to break the 50,000 mark for the first time. A retaliatory recovery in tech stocks injected liquidity and confidence into the crypto market. Despite a lackluster performance from AI leader Nvidia, overall market risk aversion significantly cooled. 3️⃣ Bithumb Mistakenly Sends $44 Billion in BTC Rewards, Triggering a 17% Plunge The South Korean exchange Bithumb suffered an epic blunder: instead of a planned 2,000 won reward, it mistakenly sent 2,000 BTC. The incident caused the exchange's BTC price to plummet by 17% to $61,000. The exchange has since recovered 99.7% of the assets and promised 110% compensation to affected users. 4️⃣ MSTR's financial report shows holdings of 713,000 BTC; Saylor calls out "LFG" Strategy (MSTR)'s latest financial report confirms its average BTC holding price is approximately $76,000. Despite a paper loss of $4.7 billion, Michael Thaler's high-profile call to "LFG" on social media caused the company's stock price to surge 26% along with the broader market rebound, temporarily alleviating rumors of institutional liquidations. 5️⃣ ADA/LINK/XLM futures to launch on CME next week, institutional product lines continue to expand The CME Group has confirmed that it will officially launch futures trading for ADA, LINK, and XLM on February 9th. During a period of significant market volatility, traditional financial giants are still accelerating the enrichment of their crypto toolkits, demonstrating a strong optimism about the long-term narrative of Web3. 6️⃣ Cardano founder admits to $3 billion loss, but refuses to exit the market. Charles Hoskinson admitted his assets have shrunk by approximately $3 billion, but emphasized that the technology roadmap is unaffected by coin prices. Meanwhile, Trend Research, owned by Yi Lihua, has transferred a total of 630,000 ETH to Binance, suggesting that this whale's cashing out may be to create room for future bottom-fishing.
XXYY.cc Evening News | February 7, 2026

Keywords: BTC V-shaped reversal · Dow Jones breaks 50,000 · Bithumb blunder · Saylor hold on

1️⃣ BTC staged a stunning V-shaped reversal, violently recovering from $60,000 to $70,000

After hitting a new yearly low of $60,074, BTC surged over 15% overnight, briefly returning to the $70,000 mark. Analysts call this a "leveraged cleanup after extreme overselling." Although it has currently fallen back to around $66,300 and is fluctuating, the market has already digested the more than $1.2 billion in ETF outflows this week, and initial signs of bottoming out are emerging.

2️⃣ Dow Jones Closes Above 50,000 for the First Time in History, US Stocks Rebound Boosts Risk Appetite

US stocks recovered from the shadow of "Black Thursday" overnight, with the Dow Jones Industrial Average surging 1,200 points to break the 50,000 mark for the first time. A retaliatory recovery in tech stocks injected liquidity and confidence into the crypto market. Despite a lackluster performance from AI leader Nvidia, overall market risk aversion significantly cooled.

3️⃣ Bithumb Mistakenly Sends $44 Billion in BTC Rewards, Triggering a 17% Plunge

The South Korean exchange Bithumb suffered an epic blunder: instead of a planned 2,000 won reward, it mistakenly sent 2,000 BTC. The incident caused the exchange's BTC price to plummet by 17% to $61,000. The exchange has since recovered 99.7% of the assets and promised 110% compensation to affected users.

4️⃣ MSTR's financial report shows holdings of 713,000 BTC; Saylor calls out "LFG"

Strategy (MSTR)'s latest financial report confirms its average BTC holding price is approximately $76,000. Despite a paper loss of $4.7 billion, Michael Thaler's high-profile call to "LFG" on social media caused the company's stock price to surge 26% along with the broader market rebound, temporarily alleviating rumors of institutional liquidations.

5️⃣ ADA/LINK/XLM futures to launch on CME next week, institutional product lines continue to expand

The CME Group has confirmed that it will officially launch futures trading for ADA, LINK, and XLM on February 9th. During a period of significant market volatility, traditional financial giants are still accelerating the enrichment of their crypto toolkits, demonstrating a strong optimism about the long-term narrative of Web3.

6️⃣ Cardano founder admits to $3 billion loss, but refuses to exit the market.

Charles Hoskinson admitted his assets have shrunk by approximately $3 billion, but emphasized that the technology roadmap is unaffected by coin prices. Meanwhile, Trend Research, owned by Yi Lihua, has transferred a total of 630,000 ETH to Binance, suggesting that this whale's cashing out may be to create room for future bottom-fishing.
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XXYY.cc | February 7, 2026 Keywords: Dow Jones breaks 50,000 · BTC rebounds violently · Saylor's holding red line · Non-farm data 1️⃣ The Dow Jones reached above 50,000 points for the first time in history, led by tech stocks Overnight, the U.S. stock market rebounded strongly, with the Dow Jones soaring 1,200 points to first cross the 50,000 mark. Despite Nvidia, the AI leader, performing moderately, the market experienced a retaliatory recovery after the 'Black Thursday', with both the S&P 500 and Nasdaq recording significant gains, boosting the sentiment for all risk assets. 2️⃣ BTC shows a V-shaped reversal, quickly recovering from $60,000 to $70,000 After hitting an annual low of $60,074, BTC surged violently overnight by over 15%, briefly rushing back to $70,000. Analysts describe this move as the 'leveraged washout' after being 'extremely oversold'. Currently, the price has rebounded to around $66,300 and is fluctuating as the market digests over $1.2 billion in ETF outflows this week. 3️⃣ MSTR financial report: holding 713,000 BTC, currently in a paper loss state Strategy (MSTR) latest financial report shows that its average holding price for BTC is around $76,000. At the current price, the company's paper loss is about $4.7 billion. Although the stock price has risen by 6.7% due to the market rebound, Michael Saylor's 'infinite accumulation' strategy is facing its most severe test since 2024. 4️⃣ U.S. non-farm employment figures exceed expectations, market lowers the probability of rate cut in March The January non-farm report shows that the labor market remains resilient, with unemployment rates staying low. After the data was released, U.S. Treasury yields rose, and the dollar index strengthened. This has made investors worried that even if the newly nominated Fed chair Warsh takes office, he may find it difficult to fulfill the promise of 'immediate significant rate cuts'. 5️⃣ Gemini announces restructuring: laying off 200 overseas employees and streamlining international operations Affected by the recent 'winter' sentiment in the crypto market, Gemini announced plans to cut 200 overseas employees. Co-founders Winklevoss brothers stated they will focus on core compliance business. This move is seen as a 'contraction for survival' signal for secondary exchanges amid a liquidity drought. 6️⃣ ENS Labs strategic shift: abandoning L2 plans, fully returning to Ethereum mainnet ENS Labs announced the cancellation of its Layer 2 plan called 'Namechain', and will instead fully deploy ENS v2 on the Ethereum mainnet. This decision responds to Vitalik's recent call for a re-evaluation of L2 value.
XXYY.cc | February 7, 2026
Keywords: Dow Jones breaks 50,000 · BTC rebounds violently · Saylor's holding red line · Non-farm data
1️⃣ The Dow Jones reached above 50,000 points for the first time in history, led by tech stocks
Overnight, the U.S. stock market rebounded strongly, with the Dow Jones soaring 1,200 points to first cross the 50,000 mark. Despite Nvidia, the AI leader, performing moderately, the market experienced a retaliatory recovery after the 'Black Thursday', with both the S&P 500 and Nasdaq recording significant gains, boosting the sentiment for all risk assets.
2️⃣ BTC shows a V-shaped reversal, quickly recovering from $60,000 to $70,000
After hitting an annual low of $60,074, BTC surged violently overnight by over 15%, briefly rushing back to $70,000. Analysts describe this move as the 'leveraged washout' after being 'extremely oversold'. Currently, the price has rebounded to around $66,300 and is fluctuating as the market digests over $1.2 billion in ETF outflows this week.
3️⃣ MSTR financial report: holding 713,000 BTC, currently in a paper loss state
Strategy (MSTR) latest financial report shows that its average holding price for BTC is around $76,000. At the current price, the company's paper loss is about $4.7 billion. Although the stock price has risen by 6.7% due to the market rebound, Michael Saylor's 'infinite accumulation' strategy is facing its most severe test since 2024.
4️⃣ U.S. non-farm employment figures exceed expectations, market lowers the probability of rate cut in March
The January non-farm report shows that the labor market remains resilient, with unemployment rates staying low. After the data was released, U.S. Treasury yields rose, and the dollar index strengthened. This has made investors worried that even if the newly nominated Fed chair Warsh takes office, he may find it difficult to fulfill the promise of 'immediate significant rate cuts'.
5️⃣ Gemini announces restructuring: laying off 200 overseas employees and streamlining international operations
Affected by the recent 'winter' sentiment in the crypto market, Gemini announced plans to cut 200 overseas employees. Co-founders Winklevoss brothers stated they will focus on core compliance business. This move is seen as a 'contraction for survival' signal for secondary exchanges amid a liquidity drought.
6️⃣ ENS Labs strategic shift: abandoning L2 plans, fully returning to Ethereum mainnet
ENS Labs announced the cancellation of its Layer 2 plan called 'Namechain', and will instead fully deploy ENS v2 on the Ethereum mainnet. This decision responds to Vitalik's recent call for a re-evaluation of L2 value.
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🔥Rainbow-Airdrop: Claim your Rnbw airdrop $RNBW has been listed on exchanges such as Binance Alpha, Gate, Coinbase, etc. Claiming process: - Open your Rainbow wallet Google extension or install the Rainbow app to claim - Click the airdrop icon - Claim completed✅ Contract address (base network): 0xa53887F7e7c1bf5010b8627F1C1ba94fE7a5d6E0
🔥Rainbow-Airdrop: Claim your Rnbw airdrop

$RNBW has been listed on exchanges such as Binance Alpha, Gate, Coinbase, etc.

Claiming process:

- Open your Rainbow wallet Google extension or install the Rainbow app to claim

- Click the airdrop icon

- Claim completed✅

Contract address (base network):
0xa53887F7e7c1bf5010b8627F1C1ba94fE7a5d6E0
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XXYY.cc Evening News | February 5, 2026 Keywords: Falls below $70,000 · $4.6 billion in unrealized losses · WLFI sell-off · Token stockification 1️⃣ BTC falls below $70,000 for the first time in 15 months, hitting a new low since Trump's election victory The crypto market was hit hard overnight, with BTC plunging 7.2% to a low of $69,500. Due to a series of leveraged liquidations (over 270,000 people liquidated in 24 hours) and over $500 million in outflows from spot ETFs for two consecutive days, market sentiment has fallen into "extreme panic." Bulls are attempting to establish a buffer zone around $68,000. 2️⃣ MSTR's holdings suffer a $4.6 billion unrealized loss, Thaler faces a test of "institutional bottom line" According to Lookonchain monitoring, with the sharp drop in cryptocurrency prices, the total value of MSTR's 713,000 BTC holdings has shrunk, and the current unrealized loss exceeds $4.6 billion. The market is focused on whether Michael Thaler will announce a new "bottom-fishing" plan to boost confidence after tomorrow's earnings report. 3️⃣ Trump family DeFi project WLFI sells WBTC, cashing out $5 million World Liberty Financial (WLFI), a project associated with the Trump family, exchanged 73 WBTC for approximately $5.037 million worth of stablecoins overnight. This move comes amid a House investigation into the project's $500 million transaction with the UAE, sparking negative speculation in the community about the core team reducing their holdings. 4️⃣ Ethereum Falls Below $2,100 Psychological Barrier, On-Chain Selling Pressure Hits Nine-Month High ETH continued its weak performance, falling over 8% intraday to $2,090. On-chain data shows that large holders (Whales) are frequently transferring ETH to exchanges. Analysts warn that if the $2,000 level cannot be stabilized, ETH may retrace to the four-year low of $1,725. 5️⃣ SEC Issues Guidance on Tokenized Securities: Emphasizing Technological Innovation Does Not Change the Nature of Securities The SEC clarified that even when existing in token form, tokenized stocks are fully subject to current securities laws. Meanwhile, the Brazilian Congress is pushing forward legislation to ban algorithmic stablecoins (such as USDe). The regulatory crackdown on assets without sufficient reserves indicates that 2026 will be a year of significant compliance challenges. 6️⃣ Initial jobless claims exceeded expectations, and US Treasury yields climbed to 4.92%. US initial jobless claims last week totaled 231,000, higher than the expected 212,000. However, with the 30-year US Treasury yield returning to 4.92%, the high-interest-rate environment continues to drain liquidity from zero-interest assets (gold, cryptocurrencies).
XXYY.cc Evening News | February 5, 2026

Keywords: Falls below $70,000 · $4.6 billion in unrealized losses · WLFI sell-off · Token stockification

1️⃣ BTC falls below $70,000 for the first time in 15 months, hitting a new low since Trump's election victory

The crypto market was hit hard overnight, with BTC plunging 7.2% to a low of $69,500. Due to a series of leveraged liquidations (over 270,000 people liquidated in 24 hours) and over $500 million in outflows from spot ETFs for two consecutive days, market sentiment has fallen into "extreme panic." Bulls are attempting to establish a buffer zone around $68,000.

2️⃣ MSTR's holdings suffer a $4.6 billion unrealized loss, Thaler faces a test of "institutional bottom line"

According to Lookonchain monitoring, with the sharp drop in cryptocurrency prices, the total value of MSTR's 713,000 BTC holdings has shrunk, and the current unrealized loss exceeds $4.6 billion. The market is focused on whether Michael Thaler will announce a new "bottom-fishing" plan to boost confidence after tomorrow's earnings report.

3️⃣ Trump family DeFi project WLFI sells WBTC, cashing out $5 million

World Liberty Financial (WLFI), a project associated with the Trump family, exchanged 73 WBTC for approximately $5.037 million worth of stablecoins overnight. This move comes amid a House investigation into the project's $500 million transaction with the UAE, sparking negative speculation in the community about the core team reducing their holdings.

4️⃣ Ethereum Falls Below $2,100 Psychological Barrier, On-Chain Selling Pressure Hits Nine-Month High

ETH continued its weak performance, falling over 8% intraday to $2,090. On-chain data shows that large holders (Whales) are frequently transferring ETH to exchanges. Analysts warn that if the $2,000 level cannot be stabilized, ETH may retrace to the four-year low of $1,725.

5️⃣ SEC Issues Guidance on Tokenized Securities: Emphasizing Technological Innovation Does Not Change the Nature of Securities

The SEC clarified that even when existing in token form, tokenized stocks are fully subject to current securities laws. Meanwhile, the Brazilian Congress is pushing forward legislation to ban algorithmic stablecoins (such as USDe). The regulatory crackdown on assets without sufficient reserves indicates that 2026 will be a year of significant compliance challenges.

6️⃣ Initial jobless claims exceeded expectations, and US Treasury yields climbed to 4.92%. US initial jobless claims last week totaled 231,000, higher than the expected 212,000. However, with the 30-year US Treasury yield returning to 4.92%, the high-interest-rate environment continues to drain liquidity from zero-interest assets (gold, cryptocurrencies).
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Binance contracts will automatically liquidate RVVUSDT and YALAUSDT U-based perpetual contracts on February 10, 2026, at 17:00 (UTC+8) and will delist the above perpetual contract trading pairs after the liquidation is completed.
Binance contracts will automatically liquidate RVVUSDT and YALAUSDT U-based perpetual contracts on February 10, 2026, at 17:00 (UTC+8) and will delist the above perpetual contract trading pairs after the liquidation is completed.
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