AI
Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
As the Christmas rally narrative goes head-to-head with the ghost of the 2000 tech bubble, Wall Street's most difficult directional moment has quietly arrived. Deutsche Bank, citing nearly a century of data, is backing a year-end rebound, while BTIG warns using the collapse of the Philadelphia Semiconductor Index as a template—zero panic in the options market, only one sector oversold, two major tech earnings sold off, and a true flush-out that never happened. The answer may lie in this Friday's closing price.
a16z Partner's Personal Account: Boutique VC is Dead, Scaling Up is the Ultimate Endgame for VC
The VC industry is undergoing a paradigm shift from being "judgment-driven" to "deal-winning capability-driven."
2026-02-12
invest
a16z
ARK Invest: Bitcoin's Path to Institutionalization
The question facing investors in 2026 is no longer "whether to allocate," but "how much to allocate, and through which tools."
2026-02-12
BTC
invest
ICE, Parent Company of NYSE, Makes Major Moves with Index Futures Contracts and Predictive Market Sentiment Tools
TradFi giants are rushing into the crypto market at an unprecedented pace.
2026-02-12
exchange
finance
DeFi
futures contract
USDC
Prediction Market
Robinhood Ventures into L2, Focusing on RWA Tokenization
As of February 9th, the total value of Robinhood's tokenized stocks is currently $15.1 million, with cumulative trading volume reaching $74.43 million.
2026-02-12
Robinhood
RWA
Tokenized stocks
Commercials during the American Spring Festival Gala all look like scams
A trader fan rushed onto the field to advertise himself.
2026-02-12
Prediction Market
The End of Tokenization Illusion: How Vitalik's Four Quadrants Rewrite the AI×Crypto Script
From Vitalik's perspective, he remains more optimistic about AI Helps Crypto.
2026-02-12
Vitalik
AI
After Mainland China's Document No. 42 Sets the Tone, What is the Best RWA Token Standard?
From on-chain data, from early 2025 to early 2026, on-chain RWA assets surged 5-fold, reaching a scale of $23.7 billion, which is already a market that cannot be ignored.
2026-02-12
RWA
Left Hand Exposes Millions in Black Money, Right Hand Launches 600k to Zero: Beaver's Double Life
Beaver, a hero on one side, a devil on the other.
2026-02-12
Musk
In-depth Interpretation of China's Latest Virtual Asset Regulatory Framework: Paradigm Reconstruction and Strategic Implications Under the "Combination of Blocking and Channeling"
On February 6, 2026, China's financial regulatory system simultaneously released two highly significant policy documents: the "Notice on Further Preventing and Disposing of Risks Related to Virtual Currency and Other Matters" (Yin Fa [2026] No. 42) jointly issued by the People's Bank of China and seven other ministries, and the "Regulatory Guidelines on the Overseas Issuance of Asset-Backed Security Tokens by Domestic Assets" concurrently introduced by the China Securities Regulatory Commission (CSRC).
2026-02-12
blockchain
stable currency
finance
policy
currency
RWA
Traditional Gambling Giants Enter Prediction Markets, Aiming to Outmaneuver Wall Street
Advanced data models and the ability to access information ahead of the public are the core advantages of traditional gambling companies.
2026-02-12
Prediction Market
Vitalik Endorses Algorithmic Stablecoins, Is the True Soul of DeFi Embarking on a Revival Path?
Vitalik Defines "True DeFi", Algorithmic Stablecoin Revival Starts with Breaking Free from the Dollar.
2026-02-12
Vitalik
Algorithmic Stablecoins
The "Real vs. Illusory Boom" in Perpetual Contracts: Can You See Through It?
The current perpetual contracts market is no longer a simple growth story; it requires nuanced interpretation of multiple metrics.
2026-02-12
DeFi
24H Hot Cryptocurrencies and Key News｜US House Narrowly Rejects Motion, Trump Tariff Resolution Can Be Brought to Full House Vote; Hong Kong SFC Plans to Launch Perpetual Contract Regulatory Framework, Limited to Institutional Investors (February 12)
Analysis: Whales Have Significantly Increased Bitcoin Holdings Recently, But Overall Market Demand Remains Insufficient; US January Non-Farm Payrolls Data Far Exceeds Expectations, Signaling Improvement in Labor Market.
2026-02-12
SEC
Uniswap
Trump
Strong Non-Farm Payrolls Dampen Rate Cut Expectations, AI Disruption Concerns Continue to Simmer
Following the data release, rate cut expectations have significantly declined. The swap market has pushed back the timing of the next rate cut from June to July, with the probability of a March cut almost completely eliminated. CME data shows that the probability of the Fed holding steady in March has risen to over 94%.
2026-02-12
AI
High-Frequency Scalping, Earning $100K Annually: The Most "Boring" Profit Myth on Polymarket
A player on Polymarket executed 61,793 trades in one year, raking in $106,000.
2026-02-11
Prediction Market
AI Is "Draining" Bitcoin: The Capital Migration Behind $6.2 Billion in ETF Outflows
The AI narrative is absorbing capital that originally belonged to Bitcoin and even software stocks.
2026-02-11
BTC
