1. Yi Lihua: ETH price target above $10,000, optimistic about performance in the new bull market;

2. Market News: US House of Representatives approves funding bill to end government shutdown;

3. Tom Lee: The cryptocurrency market may have already hit or be near a bottom;

4. Kraken's parent company reports FY2025 results: Revenue of $2.2 billion, up 33% year-over-year;

5. Vitalik: Ethereum L2's old model is "dead," new paths need to be found;

6. US Senate Democrats plan closed-door meeting on crypto market structure tomorrow;

7. Bitwise CEO: Bitcoin currently lacks a clear "Schelling point-style price catalyst";

8. White House Crypto Advisor: Crypto bill will not accept provisions targeting Trump personally;

9. Ondo launches real-time on-chain trading service for US stock IPOs post-listing;

10. Axie Infinity plans to launch new token bAXS and conduct two airdrops;

11. Y Combinator: Will offer USDC financing option to startups starting from Spring 2026 batch;

12. Coinbase: Major Australian banks imposing "illegal de-banking" on crypto companies;

13. Grayscale CoinDesk Crypto 5 ETF to add BNB;

14. Galaxy Digital Q4 2025 net loss of $482 million, exceeding analyst expectations;

15. Avalanche Policy Alliance launches advisory committee to promote global crypto regulatory coordination;

16. Nevada court issues temporary restraining order, deems event markets offered by Polymarket constitute unlicensed gambling.

Odaily News: The UK's largest Bitcoin treasury company, Smarter Web Company, officially listed on the main market of the London Stock Exchange on February 3rd, with the stock code SWC. On its first trading day, the share price closed at 43 pence, corresponding to a market capitalization of approximately £118 million.

Public information shows that Smarter Web Company currently holds a total of 2,674 Bitcoins, with an average purchase price of around $111,000, making it the UK-listed company with the largest Bitcoin treasury holdings.

Odaily News a16z General Partner Guy Wuollet posted on X, stating that a16z will lead a $2.5 million seed round investment in prediction market terminal Kairos. The latter will provide the fastest prediction market trading services for professional traders.

Odaily News: Payward today announced its financial results for fiscal year 2025 and further clarified its positioning as a unified infrastructure layer, providing underlying support for its suite of products including Kraken, NinjaTrader, Breakout, and xStocksFi.

Payward stated that its infrastructure, through "a global liquidity pool, a unified risk and margin engine, an integrated collateral and settlement system, and a consolidated compliance and licensing framework," enables different products to serve distinct customer segments, regulatory environments, and use cases on a shared foundation.

Regarding financial data, Payward achieved adjusted revenue of $2.2 billion in FY2025, a 33% year-on-year increase; adjusted EBITDA reached $531 million, up 26% year-on-year; annual platform trading volume hit $2 trillion, a 34% year-on-year increase; platform assets under custody totaled $48.2 billion, an 11% year-on-year increase; and the number of funded accounts reached 5.7 million, a 50% year-on-year increase. Notably, driven by the integration of NinjaTrader and Breakout, the futures DART metric surged by 119% year-on-year.

Payward noted that FY2025 established a new benchmark for the company in terms of scale, profitability, and long-term development ambition.

Odaily News According to data from msx.com, at the close of the U.S. stock market yesterday, the Dow Jones Industrial Average fell 0.34%, the S&P 500 Index fell 0.84%, and the Nasdaq Composite Index fell 1.43%. Crypto-related stocks showed mixed performance, with ALTS rising over 6.87%, BNC rising over 5.36%, ABTC falling over 5.59%, and HODL falling over 5.58%.

It is reported that msx.com is a decentralized RWA trading platform that has cumulatively listed hundreds of RWA tokens, covering U.S. stocks and ETF token targets such as AAPL, AMZN, GOOGL, META, MSFT, NFLX, and NVDA.

According to the latest data from Gate, the price of gold has risen to $4,998.81 per ounce, with an intraday increase of 1.03%. The price of silver has increased to $85.473 per ounce, with an intraday gain of 0.63%. The latest quote for BVIX (BTC Volatility Index) is 49.96, up 6.93% intraday. The latest quote for EVIX (ETH Volatility Index) is 72.38, up 11.37% intraday.

In the forex market, USD/CNH (US Dollar vs. Offshore Chinese Yuan) rose 0.01% intraday, with the current exchange rate at 6.93365. USD/JPY (US Dollar vs. Japanese Yen) rose 0.17% intraday, with the current exchange rate at 155.938.

In the commodities market, WTI crude oil rose 0.18% intraday to $63.92 per barrel. Brent crude oil rose 2.69% intraday to $68.55 per barrel.

Gate enables users to directly trade traditional financial market products within the platform, offering one-stop access to multiple asset classes including precious metals, forex, global stock CFDs, major indices, and commodities. This facilitates deep integration between crypto assets and traditional financial assets. Gate's TradFi-related features are fully integrated into the Gate App and Web platform, allowing users to conveniently participate in global asset price trading without switching platforms. This unlocks more strategies and opportunities beyond the crypto market, continuously enhancing the diversified asset allocation experience.

Odaily News According to monitoring by The Data Nerd, 1 hour ago, DBS (0x...) transferred 3 million USDC to Galaxy Digital, likely for purchasing ETH.

Odaily News According to Onchain Lens monitoring, a whale (0x8d0E...9244) deposited another $3 million USDC and opened a BTC long position with 20x leverage. This address previously incurred losses exceeding $11 million.

Meanwhile, another whale (0x218A...7Da2) deposited another $5.2 million USDC and opened a BTC short position with 14x leverage. This address previously realized profits of $10 million.

Odaily News According to the latest data from Gate, spot gold has broken above $5,000 per ounce, with its intraday gain expanding to 1.1%, rebounding nearly $600 from this week's low.

Odaily News According to on-chain analyst Yu Jin's monitoring, Trend Research stopped losses and reduced its position by 153,500 ETH over the past two days at an average price of $2,294, worth $352 million, and repaid $266 million USDT to lower leverage. Currently, the liquidation price range for several of Trend Research's ETH lending positions is between $1,685 and $1,855, mainly concentrated around $1,800.

Trend Research currently still holds 498,000 ETH, worth $1.11 billion, with an average cost basis of $3,180. The cumulative loss has reached $605 million, including $136 million in realized losses and $469 million in unrealized losses. There is still $743 million USDT in leveraged borrowing.

Odaily News According to Onchain Lens monitoring, Trend Research (0x4a2...b82) deposited 15,000 ETH, worth $33.08 million, into Binance. To date, Trend Research has cumulatively deposited 153,588 ETH, with a total value of $352.43 million, into Binance for sale and loan repayment.

Odaily News The Nevada Gaming Control Board has filed a civil enforcement lawsuit in the First Judicial District Court of Nevada, alleging that Coinbase, through its Coinbase Financial Markets division, offered unlicensed sports event contract betting services.

The documents show that the regulator also requested the court to issue a temporary restraining order and a preliminary injunction, requiring Coinbase to cease "operating a derivatives exchange and prediction market related to sports betting" in Nevada. Mike Dreitzer, Chairman of the Nevada Gaming Control Board, stated that this action aims to fulfill regulatory duties and protect the order of the local gaming industry and the interests of residents within the state.

This lawsuit was filed less than a week after Coinbase announced its partnership with Kalshi to launch prediction market services across all 50 U.S. states. Although Kalshi is regulated at the federal level by the U.S. Commodity Futures Trading Commission, state-level regulators can still initiate legal challenges against related operations.

Furthermore, Nevada has recently taken similar action against Polymarket, with the court previously approving a temporary restraining order prohibiting it from offering event-based contract betting to state residents. The related case is also seen as potentially challenging federal-level regulatory authority over prediction markets. (Cointelegraph)

Odaily News Bitwise CEO Hunter Horsley recently posted on the X platform, stating that one of the core issues Bitcoin currently faces is the lack of a "Schelling point-style price catalyst" strong enough to form market consensus.

Horsley explained that a so-called "Schelling point catalyst" refers to a key event that, once realized, is widely recognized by the market as a decisive positive development, thereby significantly driving up the price of Bitcoin. In recent years, such catalysts have appeared multiple times:

In 2023, market focus centered on whether a spot Bitcoin ETF would be approved;

In the first half of 2024, attention shifted to the actual scale of capital inflows into Bitcoin ETFs;

In the second half of 2024, the U.S. presidential election and expectations for improved regulatory clarity in the crypto industry became the core narrative;

In the first half of 2025, discussions emerged around whether a national-level Bitcoin strategic reserve would be established;

Subsequently, the rapid rise of Bitcoin treasury management companies became a new focal point for the market.

He pointed out that entering the first half of 2026, if you ask multiple industry participants about the key factor that will drive a significant Bitcoin price increase in the coming year, you often receive scattered, even contradictory answers, including broad trend-based judgments like "institutional adoption."

Horsley believes that, overall, a single, uncertain catalytic event can no longer easily dominate the entire market trend, which in itself is a sign of the industry's gradual maturation. However, this has simultaneously created a "vacuum of focus" in the market narrative, lacking a unified focal point.

He concluded that this seemingly subtle change is actually one of the important reasons for the persistently weak market sentiment at present.

Odaily News: Crypto journalist Eleanor Terrett posted on platform X, stating that according to two sources familiar with the plans, Senate Democrats plan to reconvene a closed-door meeting on crypto market structure tomorrow. This is the first member-level meeting among Democrats since BankingGOP postponed its review last month.

Odaily News According to Onchain Lens monitoring, within the past 7 hours, a Bitcoin OG (08b5...edb8e) who has held assets for 11 years deposited 35,000 ETH into Binance, valued at $78.31 million. Subsequently, the address withdrew 82.39 million USDT and USDC from Binance to repay loans. Among these transactions, the most recent one involved a deposit of 15,000 ETH, valued at $33.35 million.

Odaily News Prediction market platforms Kalshi and Polymarket are engaged in fierce competition for New York users, both using "free food" as a customer acquisition strategy.

Reports indicate that on Tuesday, Kalshi distributed free food benefits worth $50 to users to attract more participants to its real-world event prediction products. Almost simultaneously, its main competitor Polymarket announced plans to open "New York's first free grocery store" on February 12th, promoting it through social media.

Analysis suggests that both promotional campaigns, occurring just before the Super Bowl, reflect direct competition between the two companies for user attention and betting volume. Furthermore, this type of benefit marketing capitalizes on the growing issue of cost-of-living pressures in the New York area, a topic repeatedly emphasized during the campaign of newly elected New York City Mayor Zohran Mamdani. (Bloomberg)