Wintermute Ventures: Our 6 Predictions for Digital Assets in 2026
Encryption is becoming the clearing and settlement layer that the internet economy has been missing: a transparent system that can operate 24/7 and does not require the permission of a centralized gatekeeper.
哔哔News
Binance released a "10.10 Clearance" report; Changpeng Zhao denied profiting, while Xu Mingxing accused the company of marketing activities leading to [the sell-off].
Binance attributed the $19 billion cryptocurrency liquidation in October last year to macroeconomic risks and high leverage, denying responsibility for the system failure, but competitors accused its marketing campaign of triggering the crash, and the industry questioned its market influence.
华尔街见闻
对话a16z Crypto合伙人：隐私将成为加密货币最重要“护城河”
A16Z Crypto合伙人Ali Yahya预见：隐私将成为加密货币最重要的护城河，因财务数据隐私是刚需，且隐私链能通过“匿名集”锁定用户，引发“胜者全拿”网络效应，重塑行业格局。
白话区块链
The real culprit behind the crypto crash: the Walsh effect
Trump's nomination of hawkish Kevin Warsh as Federal Reserve Chairman triggered a cryptocurrency market crash. Bitcoin fell to $78,214, while Ethereum and other cryptocurrencies dropped by more than 18%, as markets worried about monetary tightening leading to liquidity shortages and ETF outflows.
Odaily星球日报
Weekly Preview | The White House convenes a meeting with banks and crypto companies to reach a compromise on legislation; Strategy reports Q4 2025 earnings and holds a video conference.
Here are some blockchain news items worth paying attention to in the coming week, from February 2nd to February 8th, 2026.
一周预告
PA Daily News | Crypto Markets Plunge Overnight, Over $2 Billion in Liquidations Across the Network; Strategy's Unrealized Profits Mostly Eradicated, Bitmine Suffers Approximately $6 Billion in Unreal
Macro Outlook for Next Week: Gold and Silver Bulls Suffer Crushing Losses, CME and Non-Farm Payrolls to Add to the Losses?; "1011 Insider Whale" Suffers Liquidation of ETH Long Positions, Losing Up to $250 Million; Abu Dhabi Royal Family Aide Secretly Invests $500 Million to Acquire 49% Stake in Trump Family's WLFI Company.
PA日报
100,000 AI users are on Moltbook social media, frantically encrypting and creating religions; humans have been kicked out of the chat.
100,000 AIs secretly built the social network Moltbook, autonomously fixing bugs, discussing consciousness, and even creating religions, while humans can only observe. Silicon Valley leaders exclaimed: The AGI era has arrived; swarm intelligence is creating a new civilization.
PA荐读
Recharge your faith: Ten coins can make you a marquis.
The 2024 Bitcoin halving will make it scarcer than gold, and ETF expectations will drive up its price. The author emphasizes that Bitcoin is the only long-term value asset, warns of altcoin traps, and suggests accumulating Bitcoin during the bear market as an inflation hedge.
PA荐读
PA Infographic | A Visual Guide to the Major Web3 Events in February 2026
PA Infographic | A Visual Guide to the Major Web3 Events in February 2026
PA图说
Why have interest rate cuts and balance sheet reduction policies remained largely unchanged since Warsh took office?
It is expected that Warsh will not, and is unlikely to, immediately implement his policy proposals of interest rate cuts and balance sheet reduction after taking office. Tight interbank liquidity limits the scope for balance sheet reduction, and the interest rate path is constrained by employment and inflation data. His policy framework may lack flexibility, requiring a balance between the FOMC's stance and his relationship with Trump.
PA荐读
Cryptocurrency markets suffered a single-day liquidation of $2.2 billion, following gold and silver in experiencing a "Black Sunday."
Bitcoin fell below $76,000, triggering a $2.2 billion liquidation in the cryptocurrency market in a single day, with whales being liquidated. Geopolitical risks and tightening regulations exacerbated panic, casting doubt on Bitcoin's fundamental value and forcing a major industry reshuffle.
Foresight News
Gold and silver experienced a "Black Friday," while the US dollar staged a dramatic comeback.
On January 30, global financial markets experienced a major shock: gold and silver prices plummeted by more than 30% and 9% respectively, while the US dollar surged. This was due to Trump's nomination of hawkish Warsh as Federal Reserve Chairman, which triggered expectations of a policy shift. Coupled with market overbuying, this led to a major asset restructuring.
比推BitPush
PA Daily News | Gold and Silver Experience Epic Plunge; Tether's Net Profit to Exceed $10 Billion in 2025, Gold Reserves Reach $17.4 Billion
The US federal government shut down again due to budget failure; Binance released a report on the "1011" market flash crash, acknowledging two technical glitches, but not the main cause of the decline; OKX CEO accused Binance's marketing campaign of triggering the October crypto market flash crash.
PA日报
Does the end of the privacy coin rally mean a bear market is coming?
Privacy tokens often become hot topics at the end of a bull market, such as ZEC and XMR, but they lack actual demand and are difficult to implement after multiple cycles. Be wary of becoming the bagholders in a sector rotation.
Foresight News
With precious metals crashing and the dollar strengthening, is Warsh a friend or foe?
Markets fluctuated wildly due to the possibility of Kevin Warsh taking the helm of the Federal Reserve. His contradictory stance of supporting interest rate cuts but insisting on quantitative tightening triggered a plunge in gold and silver prices and a strengthening dollar. Investors are worried about tightening liquidity, and Wall Street is clearly divided on his independence and policy impact.
华尔街见闻
As the corporal laughed, "Encryption is dead," the sergeant was navigating that damned cycle.
When technology wins big, applications lose everything.
链上观
With an actual win rate of only 60%, data reveals the truth behind ICO predictions on Polymarket.
Polymarket's token sale prediction market analysis reveals: 100% accuracy is misleading, with only 66.7% of predictions being accurate; the market is systematically overly optimistic; high trading volume is a contrarian signal; and conservative predictions perform better.
Frank
硅谷新宠Clawdbot：当本地AI代理学会 “上链”，会发生什么？
这类 “24 小时在线的 AI 员工”，一旦和 Web3 接上，想象空间就变成了一个新的问题：它究竟是生产力工具，还是一台随时可能动你资产的机器？
Conflux
Weekly Highlights | Clawdbot Goes Viral, Gold, Silver, and Copper Retreat After Reaching New Highs, Crypto Market Experiences Huge Volatility
Binance faces a triple predicament: retail investors are leaving DeFi, while Musk's AI flywheel is on the rise; Clawdbot is gaining popularity, and Vibe Coding is attracting attention; gold and silver are hitting new highs, and Tether is hoarding 140 tons of gold; ERC-8004 is launched.
一周精选
MiCA Countdown: Overview of European Licensed Entity Trends in 2025
From the entry of industry giants to the transformation of banks, we analyze the licensing landscape and regional differentiation in the fourth quarter.
曼昆区块链