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Just saw that USDC minted 90 million again, the market has become deeper. The positions in hand can turn a few more rounds, and the liquidity pool on the Ethereum chain has become richer, following the big institutions to share the soup, one can always get the most delicious bite. #USDC✅ #以太坊ETF #加密富翁
The US stock market quietly positions a 30x leveraged short position on the NASDAQ 100, with a $1.04 million position already in place. Opening position at $25,053, waiting for the market to deliver. Currently, the NASDAQ 100 mapped contracts are experiencing narrow fluctuations, and the outcome is about to be revealed. #美股 #纳指 #巨鲸动向
KAST $80 million financing: Capital signals in the stablecoin payment sector｜In-depth community analysis
On March 9, Bloomberg confirmed that stablecoin payment company KAST completed a $80 million financing round, with its valuation skyrocketing to $600 million; just three months ago, the company had only secured $10 million in seed funding backed by HongShan and Peak XV. From tens of millions to hundreds of millions in valuation, capital is voting with real money, and stablecoin payments and digital dollar accounts have become the golden track at the intersection of crypto and traditional finance.
As a veteran of the community and an industry observer, I will first lay out the core data: after this round of financing, the valuation is 600 million, with this year's ARR aiming for 100 million; the business focuses on stablecoin payments and on-chain USD settlements, bridging blockchain and traditional payment scenarios, addressing the pain points of slow cross-border transactions, high fees, and opaque settlements. Compared to the seed round in December last year, the financing scale has increased eightfold, and the valuation has seen exponential growth, driven by a surge in market demand for 'digital dollar accounts,' with VCs collectively ramping up investment in stablecoin payment startups.
As a veteran of the community and an industry observer, I will first lay out the core data: after this round of financing, the valuation is 600 million, with this year's ARR aiming for 100 million; the business focuses on stablecoin payments and on-chain USD settlements, bridging blockchain and traditional payment scenarios, addressing the pain points of slow cross-border transactions, high fees, and opaque settlements. Compared to the seed round in December last year, the financing scale has increased eightfold, and the valuation has seen exponential growth, driven by a surge in market demand for 'digital dollar accounts,' with VCs collectively ramping up investment in stablecoin payment startups.
Inverse Whale Double Kill: Cross-Industry Macroeconomic Strikes Suffer a Toxic Market Hit, Monthly Loss of 7.3 Million USD
As a long-time player in the chain, today I must talk about this so-called "market beacon" inverse whale (0x8af). On March 9th, the U.S. stock market and cryptocurrencies both retraced, while crude oil surged violently, directly sending this heavily betting big player into a predicament of being caught in a double kill. The total position exceeded 50 million USD, and the entire position collapsed, with a single-day floating loss exceeding 1.7 million USD, and a cumulative loss of up to 7.3 million USD in nearly a month, truly a large-scale crash scene on-chain.
This whale previously made a fortune of 50 million USD by shorting altcoins, becoming a somewhat famous profit player in the circle. However, since venturing into bulk commodities and U.S. stock index contracts, it has completely disconnected from the market rhythm. In the past 10 days, they crazily increased their position in XYZ100 Nasdaq long positions from 20 million USD to 38.5 million USD, solidifying themselves as the largest Nasdaq bull on-chain. As a result, when the U.S. stock market retraced, they faced a single-day floating loss of 1.268 million USD. The BTC long position was also opened at a temporary high point, with a position of 8.31 million USD showing a floating loss of 290,000 USD, each step landing on the market's reverse nodes.
This whale previously made a fortune of 50 million USD by shorting altcoins, becoming a somewhat famous profit player in the circle. However, since venturing into bulk commodities and U.S. stock index contracts, it has completely disconnected from the market rhythm. In the past 10 days, they crazily increased their position in XYZ100 Nasdaq long positions from 20 million USD to 38.5 million USD, solidifying themselves as the largest Nasdaq bull on-chain. As a result, when the U.S. stock market retraced, they faced a single-day floating loss of 1.268 million USD. The BTC long position was also opened at a temporary high point, with a position of 8.31 million USD showing a floating loss of 290,000 USD, each step landing on the market's reverse nodes.
Iran's New Leader Takes Office: A Power Transfer That Withstood Pressure, Adding Uncertainty to the Middle East Landscape
#伊朗新领袖 #国际油价突破100美元
In recent days, the world's attention has been focused on Iran. Amid sudden developments and external pressures, the Iranian expert meeting confirmed Mojtaba Khamenei as the new Supreme Leader by an overwhelming majority. As the son of the former Supreme Leader, he has long assisted in governance at the core level and has close ties with the Revolutionary Guards and security system. This succession was completed entirely in accordance with constitutional procedures, with no chaos as speculated from the outside, instead showing a rare stability and unity.
I have been paying attention to the situation in the Middle East. To be honest, this transfer of power is more stable than many expected. The parliament, military, and Revolutionary Guards have all expressed support in succession. The temporary committee transitioned efficiently, and the administrative and security systems are operating normally, indicating a high degree of cohesion within Iran at this critical juncture. In the face of external threats and media momentum, Iran has responded to all predictions of 'regime collapse' with a legitimate and orderly process.
In recent days, the world's attention has been focused on Iran. Amid sudden developments and external pressures, the Iranian expert meeting confirmed Mojtaba Khamenei as the new Supreme Leader by an overwhelming majority. As the son of the former Supreme Leader, he has long assisted in governance at the core level and has close ties with the Revolutionary Guards and security system. This succession was completed entirely in accordance with constitutional procedures, with no chaos as speculated from the outside, instead showing a rare stability and unity.
I have been paying attention to the situation in the Middle East. To be honest, this transfer of power is more stable than many expected. The parliament, military, and Revolutionary Guards have all expressed support in succession. The temporary committee transitioned efficiently, and the administrative and security systems are operating normally, indicating a high degree of cohesion within Iran at this critical juncture. In the face of external threats and media momentum, Iran has responded to all predictions of 'regime collapse' with a legitimate and orderly process.
Fabric Protocol: A New Generation of Underlying Protocols to Initiate the Era of Machine Economy
Recently, I have been studying the Fabric Protocol in depth, and the more I read, the more I feel that it is not just a simple AI + robot narrative, but rather a foundational network that truly integrates general robotics, verifiable computation, and distributed governance. The open network supported by the Fabric Foundation has a clear positioning: coordinating data, computing power, and regulation with a public ledger, enabling safe collaboration and co-evolution of humans and machines through modular infrastructure. At this moment, when AI agents and embodied intelligence are exploding, this direction is spot on.
Its core value is to solve the long-standing pain points in the robotics industry: closed ecosystems, data silos, untrustworthy collaboration, and opaque governance. Traditional robots are mostly built in closed loops by manufacturers, with data and computing power not interoperable, leading to high collaboration costs and difficult security guarantees. Fabric uses verifiable computation and agent-native infrastructure as a base, allowing the behaviors, data, and task execution of robots to be verifiably linked on-chain, fundamentally reducing trust costs. Whether it’s development, deployment, scheduling, or governance, it all happens within an open protocol, effectively creating a decentralized operating system for general robotics.
Its core value is to solve the long-standing pain points in the robotics industry: closed ecosystems, data silos, untrustworthy collaboration, and opaque governance. Traditional robots are mostly built in closed loops by manufacturers, with data and computing power not interoperable, leading to high collaboration costs and difficult security guarantees. Fabric uses verifiable computation and agent-native infrastructure as a base, allowing the behaviors, data, and task execution of robots to be verifiably linked on-chain, fundamentally reducing trust costs. Whether it’s development, deployment, scheduling, or governance, it all happens within an open protocol, effectively creating a decentralized operating system for general robotics.
A certain whale leveraged 20 times to go long on oil-related varieties, with a position value reaching 7.68 million USD
On March 9, according to Onchain Lens monitoring, with the continuous rise in oil prices, a certain whale has resumed activity after being silent for a month and a half, currently holding a position value of 7.68 million USD.
This whale's address previously earned over 3 million USD in profit. $BTC #国际油价突破100美元
On March 9, according to Onchain Lens monitoring, with the continuous rise in oil prices, a certain whale has resumed activity after being silent for a month and a half, currently holding a position value of 7.68 million USD.
This whale's address previously earned over 3 million USD in profit. $BTC #国际油价突破100美元
Today’s Trade PNL
+3.84%
Contract giant pension-usdt.eth starts to reduce its Bitcoin short position
On March 7, according to monitoring by Hyperinsight, the contract giant pension-usdt.eth is reducing its Bitcoin short position, which originally had a short position of 1000 bitcoins, now reduced to 900 bitcoins, and is currently still in the process of closing positions.
On March 7, according to monitoring by Hyperinsight, the contract giant pension-usdt.eth is reducing its Bitcoin short position, which originally had a short position of 1000 bitcoins, now reduced to 900 bitcoins, and is currently still in the process of closing positions.
Binance: Users with Alpha points greater than or equal to 240 can participate in the Espresso (ESP) Prime Sale event. On February 10, according to the official announcement, Binance announced that users with Alpha points greater than or equal to 240 can participate in the Espresso (ESP) Prime Sale event through the Alpha activity page. Participating in this event will consume 15 points. This Prime Sale event supports refunds. The redemption period for this Prime Sale is 24 hours (ending on February 11, 2026, at 22:00 UTC+8), and late claims will not be accepted. Users who do not claim will have their staked BNB and Alpha points automatically refunded to their participation wallet within 7 working days. $BTC
Opinion: This round of the crypto bear market is not caused by a single factor; 15 major factors collectively led to a sharp downturn. On February 7, renowned Argentine economist and seasoned crypto trader Alex Krüger posted on social media that this round of the crypto bear market is not caused by a single factor. He summarized the 15 major factors driving the sharp downturn, which mainly include: "1011" major liquidation, cold stock market performance of treasury companies, quantum threats, AI substitution effects (capital, talent, and mining companies turning to AI), political risks of Trump, scarcity of innovation in the crypto industry, excessive incremental token supply, and the nomination of Waller as the new chair of the Federal Reserve, among others. This viewpoint was supported by Nic Carter, co-founder of Castle Island Ventures and the father of smart contracts, who believes that this crypto bear market should not be attributed to any single event, as many of the 15 major factors mentioned are quite tricky. $BTC
Yili Hua is about to complete liquidation after removing leverage, having transferred 98% of ETH positions to CEX. On February 7, according to on-chain data analyst Yu Jin's monitoring, Yili Hua's Trend Research has cumulatively transferred 630,400 ETH (approximately $1.294 billion) to Binance, and there are only 21,300 ETH (approximately $43.94 million) left on-chain. 96% of the ETH has already been transferred to trading platforms, a quantity far exceeding the amount needed for liquidation, indicating that a full liquidation is likely. $ETH
Bitcoin has rebounded nearly 20% from its low point, and the on-chain funding rates indicate a continued bearish sentiment.
On February 7, according to Coinglass data, despite Bitcoin rebounding nearly 20% from a single-day low and briefly reaching $71,751, the current mainstream CEX and DEX funding rates show that the market remains bearish, with specific funding rates illustrated in the attached image.
Funding rates are the fees set by cryptocurrency trading platforms to maintain a balance between the contract price and the underlying asset price, typically applicable to perpetual contracts. It is a mechanism for the exchange of funds between long and short traders, and trading platforms do not charge this fee, which is used to adjust the cost or profit of traders holding contracts, ensuring that the contract price remains close to the underlying asset price.
When the funding rate is 0.01%, it represents the benchmark rate. When the funding rate is greater than 0.01%, it indicates a general bullish sentiment in the market. When the funding rate is less than 0.005%, it indicates a general bearish sentiment in the market. $BTC
On February 7, according to Coinglass data, despite Bitcoin rebounding nearly 20% from a single-day low and briefly reaching $71,751, the current mainstream CEX and DEX funding rates show that the market remains bearish, with specific funding rates illustrated in the attached image.
Funding rates are the fees set by cryptocurrency trading platforms to maintain a balance between the contract price and the underlying asset price, typically applicable to perpetual contracts. It is a mechanism for the exchange of funds between long and short traders, and trading platforms do not charge this fee, which is used to adjust the cost or profit of traders holding contracts, ensuring that the contract price remains close to the underlying asset price.
When the funding rate is 0.01%, it represents the benchmark rate. When the funding rate is greater than 0.01%, it indicates a general bullish sentiment in the market. When the funding rate is less than 0.005%, it indicates a general bearish sentiment in the market. $BTC
The White House will arrange a new round of discussions on cryptocurrency and the banking industry next Tuesday.
On February 7, crypto journalist Eleanor Terrett posted on social media that, according to insiders in the banking industry, the White House has scheduled a new round of discussions between the cryptocurrency industry and banks on the topic of stablecoin yields, set to take place next Tuesday. This meeting will still be at the staff level, but it is expected that there will be bank representatives attending together with industry trade groups for the first time. $USDC
On February 7, crypto journalist Eleanor Terrett posted on social media that, according to insiders in the banking industry, the White House has scheduled a new round of discussions between the cryptocurrency industry and banks on the topic of stablecoin yields, set to take place next Tuesday. This meeting will still be at the staff level, but it is expected that there will be bank representatives attending together with industry trade groups for the first time. $USDC
Circle increased 1.5 billion USDC on the Solana network in the past 9 hours
On February 7, according to Onchain Lens monitoring, Circle has increased 1.5 billion USDC on Solana within the past 9 hours.
As of now, Circle's total issuance of USDC on the Solana network has reached 14.75 billion dollars by 2026.$BTC
On February 7, according to Onchain Lens monitoring, Circle has increased 1.5 billion USDC on Solana within the past 9 hours.
As of now, Circle's total issuance of USDC on the Solana network has reached 14.75 billion dollars by 2026.$BTC
Uniswap Founder: AMM Outperforms Order Books in Low Volatility Currency Pairs, High Volatility Long Tail Markets, and Mainstream Tokens
On January 6, Uniswap founder Hayden Adams posted on the X platform expressing his strong opposition to claims about the disadvantages of AMM (Automated Market Makers). He pointed out that in low volatility currency pairs, AMM can provide stable returns for low-cost investors, thereby weakening the competitiveness of professional market makers. In high volatility long tail markets, AMM is the only scalable option, with project teams or early supporters as liquidity providers (LPs), whose liquidity creation effects outperform the costs of paying options to market makers.
Regarding high volatility mainstream tokens, Hayden Adams stated that AMM is continuously growing; although order books are currently in optimal condition, AMM's development is still in its early stages. With the development of Uniswap v4's Hook, more profitable liquidity pools will be offered in the future. Hayden Adams believes that due to the advantages of low capital costs and liquidity being easier to combine and collateralize, AMM will ultimately prevail in this field. $ETH #加密ETF十月决战
On January 6, Uniswap founder Hayden Adams posted on the X platform expressing his strong opposition to claims about the disadvantages of AMM (Automated Market Makers). He pointed out that in low volatility currency pairs, AMM can provide stable returns for low-cost investors, thereby weakening the competitiveness of professional market makers. In high volatility long tail markets, AMM is the only scalable option, with project teams or early supporters as liquidity providers (LPs), whose liquidity creation effects outperform the costs of paying options to market makers.
Regarding high volatility mainstream tokens, Hayden Adams stated that AMM is continuously growing; although order books are currently in optimal condition, AMM's development is still in its early stages. With the development of Uniswap v4's Hook, more profitable liquidity pools will be offered in the future. Hayden Adams believes that due to the advantages of low capital costs and liquidity being easier to combine and collateralize, AMM will ultimately prevail in this field. $ETH #加密ETF十月决战
Vitalik reiterates Ethereum's mission: to reduce external dependency vulnerabilities through resilience, allowing people to gain sovereign freedom
On January 6, Ethereum founder Vitalik published an article reiterating Ethereum's mission, saying, "The creation of Ethereum is not meant to make finance more efficient or applications more convenient, but to allow people to gain freedom." This is an important and controversial phrase from the "Unpermissioned Declaration" that deserves our re-examination and better understanding of its meaning. Words like "efficient" and "convenient" imply improving the average situation in an already quite good context. Efficiency means allowing the world's best engineers to invest their souls, reducing latency from 473 milliseconds to 368 milliseconds, or increasing yields from 4.5% APY to 5.3% APY. Convenience means allowing people to click once instead of three times, reducing registration time from 1 minute to 20 seconds. These things may be great to achieve. But we must understand that we can never outdo the corporate players in Silicon Valley in this game.
Therefore, the main underlying game Ethereum plays must be a different game. This game is resilience. Resilience is not about 4.5% APY versus 5.3% APY, but about minimizing the risk of suffering -100% APY. Resilience means that if you become politically unpopular and get censored, or your application developers go bankrupt or disappear, or Cloudflare goes down, or a cyberwar breaks out, your 2000 milliseconds of latency remains at 2000 milliseconds. Resilience is that anyone, anywhere in the world can access the network and become a top participant.
Resilience is sovereignty, in the sense of "digital sovereignty" or "food sovereignty"—actively reducing vulnerabilities to external dependencies that can be arbitrarily stripped away at any time, that is the game Ethereum is suited to win. Ethereum must first and foremost be a decentralized, permissionless, and resilient block space—then let it flourish. $BTC #比特币2026年价格预测
On January 6, Ethereum founder Vitalik published an article reiterating Ethereum's mission, saying, "The creation of Ethereum is not meant to make finance more efficient or applications more convenient, but to allow people to gain freedom." This is an important and controversial phrase from the "Unpermissioned Declaration" that deserves our re-examination and better understanding of its meaning. Words like "efficient" and "convenient" imply improving the average situation in an already quite good context. Efficiency means allowing the world's best engineers to invest their souls, reducing latency from 473 milliseconds to 368 milliseconds, or increasing yields from 4.5% APY to 5.3% APY. Convenience means allowing people to click once instead of three times, reducing registration time from 1 minute to 20 seconds. These things may be great to achieve. But we must understand that we can never outdo the corporate players in Silicon Valley in this game.
Therefore, the main underlying game Ethereum plays must be a different game. This game is resilience. Resilience is not about 4.5% APY versus 5.3% APY, but about minimizing the risk of suffering -100% APY. Resilience means that if you become politically unpopular and get censored, or your application developers go bankrupt or disappear, or Cloudflare goes down, or a cyberwar breaks out, your 2000 milliseconds of latency remains at 2000 milliseconds. Resilience is that anyone, anywhere in the world can access the network and become a top participant.
Resilience is sovereignty, in the sense of "digital sovereignty" or "food sovereignty"—actively reducing vulnerabilities to external dependencies that can be arbitrarily stripped away at any time, that is the game Ethereum is suited to win. Ethereum must first and foremost be a decentralized, permissionless, and resilient block space—then let it flourish. $BTC #比特币2026年价格预测
Caixin: Starting January 1, 2026, digital renminbi wallet balances will earn interest
On December 29, according to Caixin, the digital renminbi will undergo a scheme upgrade. Starting January 1, 2026, wallet balances will earn interest. Without changing the dual-layer operating structure, the digital renminbi of bank-type operating institutions will transition from off-balance sheet to on-balance sheet, changing from 100% reserve to partial reserve; non-bank payment institutions will implement a 100% digital renminbi margin. Banking institutions will pay interest on customers' real-name digital renminbi wallet balances, adhering to self-regulatory agreements on deposit interest rate pricing, and can independently conduct asset-liability management for digital renminbi wallet balances, with deposit insurance providing the same safety guarantees as deposits by law. For non-bank payment institutions, the digital renminbi margin is no different from the customer reserve funds of non-bank payment institutions. #加密市场观察
On December 29, according to Caixin, the digital renminbi will undergo a scheme upgrade. Starting January 1, 2026, wallet balances will earn interest. Without changing the dual-layer operating structure, the digital renminbi of bank-type operating institutions will transition from off-balance sheet to on-balance sheet, changing from 100% reserve to partial reserve; non-bank payment institutions will implement a 100% digital renminbi margin. Banking institutions will pay interest on customers' real-name digital renminbi wallet balances, adhering to self-regulatory agreements on deposit interest rate pricing, and can independently conduct asset-liability management for digital renminbi wallet balances, with deposit insurance providing the same safety guarantees as deposits by law. For non-bank payment institutions, the digital renminbi margin is no different from the customer reserve funds of non-bank payment institutions. #加密市场观察
Core Dynamics of the Global Cryptocurrency Market on December 27, 2025
The following is a summary of the core dynamics of the global cryptocurrency market on December 27, 2025.
1. Market Overview: Delivery Completion and Precious Metals Frenzy
As the largest options delivery in Bitcoin's history concludes, the market has not emerged from a one-sided trend but instead has fallen into a phase of fluctuating consolidation. Despite approximately $28 billion in nominal value of options being delivered, Bitcoin briefly surpassed $89,000 before quickly retreating, currently fluctuating around $87,000 seeking support. Ethereum is also weakening, with prices dropping below $2,900.
There is a significant divergence in the funding layer. Spot gold continues to attract investment, with prices standing at $4,540 per ounce; spot silver has increased over 160% this year, surpassing $76 per ounce. In contrast, sentiment in the cryptocurrency market remains low, with the fear index consistently below 30, and a phase of decoupling has occurred where 'U.S. stocks rise slightly while cryptocurrency concept stocks fall broadly.'
1. Market Overview: Delivery Completion and Precious Metals Frenzy
As the largest options delivery in Bitcoin's history concludes, the market has not emerged from a one-sided trend but instead has fallen into a phase of fluctuating consolidation. Despite approximately $28 billion in nominal value of options being delivered, Bitcoin briefly surpassed $89,000 before quickly retreating, currently fluctuating around $87,000 seeking support. Ethereum is also weakening, with prices dropping below $2,900.
There is a significant divergence in the funding layer. Spot gold continues to attract investment, with prices standing at $4,540 per ounce; spot silver has increased over 160% this year, surpassing $76 per ounce. In contrast, sentiment in the cryptocurrency market remains low, with the fear index consistently below 30, and a phase of decoupling has occurred where 'U.S. stocks rise slightly while cryptocurrency concept stocks fall broadly.'
Russian traffic police stole Bitcoin worth hundreds of thousands of dollars through violent evidence collection, sentenced to 7 years
On December 27, a traffic police officer in Ufa, Russia, was sentenced to 7 years in prison for stealing approximately 20 million rubles (equivalent to hundreds of thousands of dollars) in Bitcoin. The case dates back to 2022, when the officer illegally obtained access to the mobile phones of two detainees while handling a case, transferring BTC through messaging applications and cryptocurrency wallets, accompanied by violent evidence collection. The court sentenced him to 7 years in a normal security prison, ordered him to compensate the victims approximately 20 million rubles, and stripped him of his police rank. (Bits.media)$BTC
On December 27, a traffic police officer in Ufa, Russia, was sentenced to 7 years in prison for stealing approximately 20 million rubles (equivalent to hundreds of thousands of dollars) in Bitcoin. The case dates back to 2022, when the officer illegally obtained access to the mobile phones of two detainees while handling a case, transferring BTC through messaging applications and cryptocurrency wallets, accompanied by violent evidence collection. The court sentenced him to 7 years in a normal security prison, ordered him to compensate the victims approximately 20 million rubles, and stripped him of his police rank. (Bits.media)$BTC
Galaxy Research Director: The performance of the U.S. ETP is stable, and it is only a matter of time before Bitcoin, imitating gold, becomes a hedge against currency devaluation. On December 27, Galaxy Research Director Alex Thorn stated on platform X that for Bitcoin to achieve positive returns in 2025, its price must close above $93,389 on the last day of the year. However, the sentiment among Bitcoin investors is undoubtedly rather bleak at the moment, although some portfolio managers may reconsider Bitcoin in January 2026. This year, Bitcoin has seen many favorable news, and this 'good news' seems to have become the norm. Despite a lackluster performance at the end of the year, the performance of the U.S. Bitcoin ETP has been much more stable, with cumulative inflows only down 9% since reaching a historical high of $62 billion in October, further highlighting the increasing maturity of this asset class. Galaxy believes that Bitcoin imitating gold as a hedge against currency devaluation may only be a matter of time, and several large asset allocators and central banks may ignite this trend. $BTC #美联储回购协议计划
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