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P r o j e c t O b s e r v a t i o n
An 8.5% APY Prediction Market Pool, with an All-In Strategy?
When it's not your own money, you spend it decisively.
2026-02-20 16:34
DeFi
Prediction Market
An 8.5% APY Prediction Market Pool, with an All-In Strategy?
S e l e c t i o n a n d c o m p i l a t i o n
After raising $650 million in new funding, Dragonfly believes Crypto isn't designed for humans
A decade from now, we might be astonished that humans ever interacted directly with cryptocurrencies.
2026-02-19 13:08
smart contract
Dragonfly Capital
technology
AI
After raising $650 million in new funding, Dragonfly believes Crypto isn't designed for humans
M a r k e t A n a l y s i s
Oversold Rebound Kicks Off New Year's Market, Reducing Positions at Highs is More Prudent | Guest Analysis
As the Lunar New Year approaches, may everyone achieve immediate success and progress steadily, maintaining rational judgment and a good pace in the volatile market.
2026-02-16 14:33
BTC
invest
technology
Oversold Rebound Kicks Off New Year's Market, Reducing Positions at Highs is More Prudent | Guest Analysis
S e l e c t i o n a n d c o m p i l a t i o n
From Code Monkey to Crypto Billionaire: Solana's Toly's Wealth Exposed
From toiling for a decade at a web company to now building Solana, and it seems like it's only just the beginning.
2026-02-15 12:47
Solana
Galaxy Digital
From Code Monkey to Crypto Billionaire: Solana's Toly's Wealth Exposed
H o t s p o t I n t e r p r e t a t i o n
Odaily's On-Site Experience at Polymarket's First New York Store: The Most Timely Charity and Marketing
Who was at the front of the line? Do regular citizens know what a prediction market is? A no-strings-attached free giveaway? How did staff maintain order?
2026-02-13 08:07
Prediction Market
Odaily's On-Site Experience at Polymarket's First New York Store: The Most Timely Charity and Marketing
Bitcoin's Shutdown Price in Volatile Markets
Every time the price fluctuates, the "shutdown price" is brought up for discussion. It seems as if once the price falls below a certain number, miners will collectively turn off their machines, and the network will collapse. This article aims to discuss whether this misunderstood number is truly the miners' bottom line or merely a market filter.
2026-02-20 11:39
mining
BTC
BTC Ecosystem
Bitcoin's Shutdown Price in Volatile Markets
The White House will hold the third stablecoin earnings meeting tomorrow

Odaily News: Crypto journalist Eleanor Terrett posted on platform X, stating that the third stablecoin earnings meeting is scheduled for 9 AM Eastern Time tomorrow at the White House. A small group of representatives from the cryptocurrency sector and the banking industry are expected to attend.

2026-02-19 12:46
News
The White House will hold the third stablecoin earnings meeting tomorrow
Wu Jiezhuang: Hong Kong to Issue First Batch of Stablecoin Issuer Licenses in March, Suggests Promoting Usage Through Airdrops

Odaily News Hong Kong Legislative Council member Wu Jiezhuang stated on the "Finance CHAT" program that Hong Kong is expected to issue its first batch of stablecoin issuer licenses in March. He suggested that after relevant institutions obtain their licenses, the government could distribute consumption vouchers in the form of stablecoins to eligible citizens for use at local small and medium-sized enterprises (SMEs) to promote the adoption of stablecoins in Hong Kong.

Wu Jiezhuang pointed out that this initiative could draw lessons from the previous experience of promoting electronic payments through e-consumption vouchers. By creating use cases for stablecoins, it could stimulate the local economy and enhance Hong Kong's positioning in the fields of Web3 and digital assets. He mentioned that the related administrative costs could be borne by the licensed institutions. (Techub News)

2026-02-19 12:38
News
Wu Jiezhuang: Hong Kong to Issue First Batch of Stablecoin Issuer Licenses in March, Suggests Promoting Usage Through Airdrops
Polymarket Partners Exclusively with Substack, Integrating Market Data into News Content

Odaily News Polymarket has announced an exclusive partnership with Substack. According to the announcement, Substack authors will be able to natively integrate Polymarket market data into their content, using real-time prediction market information to support news reporting.

Both parties stated that this initiative aims to embed prediction market data into the writing process, providing data reference support for content creators.

2026-02-19 11:39
News
Polymarket Partners Exclusively with Substack, Integrating Market Data into News Content
Since activating the fee, Polymarket has accumulated $5.6 million in fee revenue

Odaily According to data compiled by Gate Research on Dune, since beginning to charge this fee for markets related to "15-minute cryptocurrency price movements" on January 6, Polymarket has accumulated approximately $5.6 million in fee revenue.

Previously, Polymarket expanded the fee to sports markets starting yesterday, initially covering new events in the NCAA and Serie A.

2026-02-19 11:15
News
Since activating the fee, Polymarket has accumulated $5.6 million in fee revenue
The United States and Iran have reached agreement on "some general issues" in the second round of negotiations

Odaily News On the 17th, the second round of Iran-U.S. negotiations concluded, during which the two sides reached agreement on some general issues. After the negotiation delegations report and consult with their respective governments, Iran and the United States will continue to discuss the details. On the 6th of this month, representatives from Iran and the United States held indirect talks in Muscat, the capital of Oman, and reached a consensus to continue the negotiations, although significant differences remain on core issues. The second round of indirect negotiations between the United States and Iran began on the 17th in Geneva, Switzerland. The talks took place at the Omani diplomatic mission in Geneva. (CCTV News)

2026-02-17 21:57
News
The United States and Iran have reached agreement on "some general issues" in the second round of negotiations
Strategy's floating loss is temporarily reported at $5.756 billion, BitMine's floating loss is temporarily reported at $7.943 billion

Odaily News According to on-chain analyst Yu Jin's post on platform X, combining the latest announcement data, the profit and loss status of Strategy and BitMine's holdings is as follows:

Bitcoin treasury company Strategy currently holds a total of 717,131 BTC ($48.765 billion), with an average cost of $76,027, resulting in a floating loss of $5.756 billion.

Ethereum treasury company BitMine currently holds a total of 4,371,497 ETH ($8.673 billion), with an average cost of $3,801, resulting in a floating loss of $7.943 billion.

2026-02-17 21:53
News
Strategy's floating loss is temporarily reported at $5.756 billion, BitMine's floating loss is temporarily reported at $7.943 billion
Ripple CEO: 80% Probability of CLARITY Act Passing Before End of April

Odaily News CoinDesk posted on platform X, stating that Ripple CEO Brad Garlinghouse believes there is an 80% probability of the CLARITY Act passing before the end of April.

Additionally, the probability of the "CLARITY Act being signed in 2026" on Polymarket is currently reported at 61%.

2026-02-17 21:37
News
Ripple CEO: 80% Probability of CLARITY Act Passing Before End of April
BitMine increased its holdings by 45,759 ETH last week, bringing its total holdings to 4.3715 million

Odaily News According to an official announcement, BitMine increased its holdings by 45,759 ETH last week, bringing its total holdings to 4.3715 million, accounting for 3.62% of Ethereum's total supply (120.7 million). Among these, BitMine has staked 3,040,483 ETH. Based on the current ETH price of $1,998 per coin, this is valued at approximately $6.1 billion.

2026-02-17 21:37
News
BitMine increased its holdings by 45,759 ETH last week, bringing its total holdings to 4.3715 million
Dragonfly Completes $650 Million Fundraising for Fourth Fund

Odaily News: According to Fortune, crypto VC Dragonfly has completed the fundraising for its fourth fund, with a size of $650 million. Dragonfly stated that the blockchain venture capital industry is currently undergoing a "large-scale shakeout," but institutions remain optimistic about the trend of crypto financialization, focusing on areas such as stablecoins, on-chain financial infrastructure, and real-world asset tokenization.

2026-02-17 21:12
News
Dragonfly Completes $650 Million Fundraising for Fourth Fund
Strategy Buys 2,486 BTC, Total Holdings Increase to 717,131

Odaily News: Michael Saylor, founder and chairman of Strategy, announced on platform X that Strategy purchased approximately 2,486 BTC for about $168.4 million, with an average price of around $67,710 per BTC. As of February 16, 2026, the company holds a total of 717,100 BTC, valued at approximately $54.52 billion, with an average purchase price of around $76,027 per BTC.

2026-02-17 21:09
News
Strategy Buys 2,486 BTC, Total Holdings Increase to 717,131
Viewpoint: MVRV Z-Score Has Not Yet Entered the Historical Low Green Zone, Possibly Indicating It's Not Yet Time to Buy the Dip

Odaily News Cryptocurrency researcher anıl posted on the X platform, stating that historical data shows Bitcoin reaches its price bottom when the MVRV Z-Score falls below 0, especially below -0.20. In the current cycle, the lowest value Bitcoin touched was +0.26, which means the classic "green zone" has not been tested. In every previous major cycle, the Z-Score has entered negative territory. If this value enters negative territory again, it may signal the most attractive medium-to-long-term risk-reward ratio interval for Bitcoin.

2026-02-17 20:46
News
Viewpoint: MVRV Z-Score Has Not Yet Entered the Historical Low Green Zone, Possibly Indicating It's Not Yet Time to Buy the Dip
Machi Big Brother's Hyperliquid Holdings Value Falls Below $1 Million, Uses 5-Year-Old Investment Funds to Cover Positions, Total Loss Reaches $28 Million

According to Arkham monitoring, the value of Machi Big Brother's Hyperliquid account has fallen below $1 million. To replenish the margin for his latest Hyperliquid long positions, Machi Big Brother utilized funds deposited into the PleasrDAO treasury 5 years ago. His net worth was close to $100 million 5 months ago, and his total losses currently stand at $28 million.

2026-02-17 20:12
News
Machi Big Brother's Hyperliquid Holdings Value Falls Below $1 Million, Uses 5-Year-Old Investment Funds to Cover Positions, Total Loss Reaches $28 Million
Data: BTC Open Interest Drops 55% from All-Time High, Marking Largest Decline Since April 2023

Odaily News, according to a post by crypto analyst Maartunn on platform X, BTC open interest has fallen 55% from its all-time high, representing the largest drop since April 2023.

2026-02-17 20:07
News
Data: BTC Open Interest Drops 55% from All-Time High, Marking Largest Decline Since April 2023
Data: Polygon's Daily USDC Transaction Volume Hits Record High, Surpassing 12 Million

Odaily News: Leon Waidmann, Head of Research at Lisk, posted on the X platform stating that Polygon's daily USDC transaction volume has reached a record high, exceeding 12 million. This figure far surpasses other blockchain networks, where daily USDC transaction volumes are all below 3 million. The transaction volume data for Base, Arbitrum, and the Ethereum mainnet are lower compared to Polygon.

2026-02-17 19:34
News
Data: Polygon's Daily USDC Transaction Volume Hits Record High, Surpassing 12 Million
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Featured Viewpoints
Leo the Horseman (prediction arc)
@LeotheHorseman
Random Thoughts on Public Chains in 2026: 1. The playbook of "controlling inflation + high-interest deposit attraction + DeFi trifecta + founder's dog meme + having our own hyperliquid + aggressively OTC selling to liquid funds" is no longer viable. 2. This isn't just a problem for Monad and MegaETH to face; it's also an issue for Rise, Fogo, and even N1. As for older public chains, it depends on the situation. Sei and Polygon still seem to be struggling, while most have already given up. 3. The loyalty of projects incubated from a public chain's Day 1 remains questionable. The limited number of founders in the industry already have options like BNB Chain, Solana, and even Base. Most who deploy on a new chain are eyeing the public chain foundation's treasury. Once they secure funding through endorsement and capture the first wave of launch users from the public chain's community, founders are incentivized to: 1) build their own app chain to boost valuation, or 2) switch to other chains to compete. 4. This has led some founders to stop claiming they are part of the "xx ecosystem," instead saying xx chain is their "GTM Partner." 5. Therefore, ecosystem projects that are too weak are like the "unhelpable Adou," while those that are too strong become the "backstabbing Lü Bu" to their godfather. 6. The original laissez-faire, neutral model of public chain development has essentially ended. Valuation models based on MEV revenue need revision (shoutout to @LeePima). Today's public chains embody more controllability than possibility, engaging in fintech under the premise of a controllable economic system. 7. Future public chains will feature a centralized power structure, with top-down dev shops and CVCs. The main role of the treasury will be M&A—frantically pursuing vertical consolidation rather than nurturing an ecosystem. In other words, there won't be another kingmaker like Solana (cc. @mablejiang). 8. In this sense, BNB Chain, Tempo, and Monad are moving in the same direction; it's just a matter of "southern oranges vs. northern tangerines" and resource allocation. 9. The final question then becomes: what model should we use to estimate FDV and follow the hype at this point? And for roles like Growth Leads and Operations Leads, whose skill sets are entirely geared toward the token sale, fundraising, and fee-extraction economic model, the tickets from the old era may no longer board the ship of the new one.
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