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南派平叔

价值投资 | 长期主义 | 复利思维 | 终身成长
DOGE Holder
DOGE Holder
Occasional Trader
12 Months
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Tether halts issuance of offshore RMB stablecoin. On February 20, Tether announced the gradual termination of support for the offshore RMB stablecoin CNH₮, immediately stopping the issuance of new coins, with redemption open within a year, mainly due to low demand and mismatched operational costs, rather than an abrupt "cancellation." This marks a streamlining of Tether's product line, with resources shifted towards mainstream stablecoins like USD/gold, having a relatively small overall impact on the global crypto market. #Blockchain#Stablecoin#Web3#Digital Assets
Tether halts issuance of offshore RMB stablecoin.
On February 20, Tether announced the gradual termination of support for the offshore RMB stablecoin CNH₮, immediately stopping the issuance of new coins, with redemption open within a year, mainly due to low demand and mismatched operational costs, rather than an abrupt "cancellation."
This marks a streamlining of Tether's product line, with resources shifted towards mainstream stablecoins like USD/gold, having a relatively small overall impact on the global crypto market.
#Blockchain#Stablecoin#Web3#Digital Assets
Putin officially signed the Internet disconnection law on February 21, 2026. ​ The Federal Security Service (FSB) can directly request operators to cut off the mobile, broadband, and mobile data of specific individuals without court approval. ​ - Operators must execute immediately and are exempt from liability. ​ - Those disconnected have no channels for appeal. ​ - Scope: Russian territory + Russian-controlled eastern Ukraine.
Putin officially signed the Internet disconnection law on February 21, 2026.

The Federal Security Service (FSB) can directly request operators to cut off the mobile, broadband, and mobile data of specific individuals without court approval.

- Operators must execute immediately and are exempt from liability.

- Those disconnected have no channels for appeal.

- Scope: Russian territory + Russian-controlled eastern Ukraine.
Don't worry
Don't worry
Respect every frog and its well. Respect every donkey and its millstone. Respect every bird and the sky that belongs to it. Not disturbing the mountains and seas of others is the highest form of kindness. The frog's well, the donkey's millstone, and the bird's sky are all that make up their world. True cultivation is understanding and respecting every different form of pursuit.
Respect every frog and its well.
Respect every donkey and its millstone.
Respect every bird and the sky that belongs to it.
Not disturbing the mountains and seas of others is the highest form of kindness.
The frog's well, the donkey's millstone, and the bird's sky are all that make up their world.
True cultivation is understanding and respecting every different form of pursuit.
Another country plans to impose taxes on cryptocurrency transactions The Vietnamese Ministry of Finance proposed to tax cryptocurrency transfer transactions at a rate of 0.1%. Currently, the countries that have clearly imposed taxes on cryptocurrency are: United States, United Kingdom, Canada, Australia, Germany, Japan, India, South Korea, Spain, Italy, Denmark, Brazil, Indonesia. Mainland China: Cryptocurrency trading is prohibited, but any overseas income must be declared for individual income tax (actually tracked through CRS). Most OECD countries, including France, the Netherlands, Sweden, Norway, South Africa, Turkey, Argentina, and Mexico, have included cryptocurrency in capital gains or income tax scope. Currently, countries with basically no tax or very low tax on cryptocurrency assets include the United Arab Emirates (UAE, including Dubai), Cayman Islands, El Salvador, and Malta. Singapore: No capital gains tax (only a 17% income tax on transactions considered as business income). Switzerland: Individuals have no capital gains tax. Portugal: Long-term holding (>1 year) is tax-free, short-term 28%. Belarus: Partial exemption until after 2025, may be adjusted. Georgia, Malaysia (individual long-term holding), Bermuda, British Virgin Islands, and others are also often listed as low/zero tax areas.
Another country plans to impose taxes on cryptocurrency transactions
The Vietnamese Ministry of Finance proposed to tax cryptocurrency transfer transactions at a rate of 0.1%.
Currently, the countries that have clearly imposed taxes on cryptocurrency are:
United States, United Kingdom, Canada, Australia, Germany, Japan, India, South Korea, Spain, Italy, Denmark, Brazil, Indonesia.
Mainland China: Cryptocurrency trading is prohibited, but any overseas income must be declared for individual income tax (actually tracked through CRS).
Most OECD countries, including France, the Netherlands, Sweden, Norway, South Africa, Turkey, Argentina, and Mexico, have included cryptocurrency in capital gains or income tax scope.
Currently, countries with basically no tax or very low tax on cryptocurrency assets include the United Arab Emirates (UAE, including Dubai), Cayman Islands, El Salvador, and Malta.
Singapore: No capital gains tax (only a 17% income tax on transactions considered as business income).
Switzerland: Individuals have no capital gains tax.
Portugal: Long-term holding (>1 year) is tax-free, short-term 28%.
Belarus: Partial exemption until after 2025, may be adjusted.
Georgia, Malaysia (individual long-term holding), Bermuda, British Virgin Islands, and others are also often listed as low/zero tax areas.
According to ChainCatcher, U.S. Treasury Secretary Becerra stated that implementing a strong dollar policy means taking measures to create a robust support environment for the dollar. During the 2024 presidential campaign, Donald Trump significantly shifted to support cryptocurrency, promising that the U.S. would become the global cryptocurrency hub and that his administration would support Bitcoin and other digital assets. Among them, the most striking statement was his suggestion that the remaining Bitcoin supply should be mined in the U.S., and that the country could establish a dedicated national Bitcoin reserve. These commitments helped drive strong market optimism, leading to a sharp rebound in Bitcoin and a series of new historical highs that emerged after his election in 2025.
According to ChainCatcher, U.S. Treasury Secretary Becerra stated that implementing a strong dollar policy means taking measures to create a robust support environment for the dollar.
During the 2024 presidential campaign, Donald Trump significantly shifted to support cryptocurrency, promising that the U.S. would become the global cryptocurrency hub and that his administration would support Bitcoin and other digital assets.
Among them, the most striking statement was his suggestion that the remaining Bitcoin supply should be mined in the U.S., and that the country could establish a dedicated national Bitcoin reserve.
These commitments helped drive strong market optimism, leading to a sharp rebound in Bitcoin and a series of new historical highs that emerged after his election in 2025.
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Bullish
Polymarket submits POLY trademark application, marking progress in token release. Polymarket launched in 2020 and is the number one decentralized prediction market on the Polygon chain, settled in USDC, where users trade Yes/No contracts on event outcomes, with prices reflecting market probabilities. Once the results are in, the correct party's contract redeems for 1 USDC. In the 2024 U.S. presidential election, trading volume exceeded $3.68 billion, accurately predicting Trump's victory, contrary to traditional polls, resulting in a French trader making a profit of $85 million.
Polymarket submits POLY trademark application, marking progress in token release.
Polymarket launched in 2020 and is the number one decentralized prediction market on the Polygon chain, settled in USDC, where users trade Yes/No contracts on event outcomes, with prices reflecting market probabilities. Once the results are in, the correct party's contract redeems for 1 USDC.
In the 2024 U.S. presidential election, trading volume exceeded $3.68 billion, accurately predicting Trump's victory, contrary to traditional polls, resulting in a French trader making a profit of $85 million.
On February 1, Sergey Shoigu, the Secretary of the Security Council of the Russian Federation, was appointed by Putin to hold closed-door strategic communications in Beijing. Four days later, eight departments in China announced a ban on the tokenization of real assets within the country. The notice defined the behavior of asset digital tokens as illegal financial operations. Meanwhile, Russia's largest bank is preparing to launch cryptocurrency mortgage services for corporate clients.
On February 1, Sergey Shoigu, the Secretary of the Security Council of the Russian Federation, was appointed by Putin to hold closed-door strategic communications in Beijing.
Four days later, eight departments in China announced a ban on the tokenization of real assets within the country.
The notice defined the behavior of asset digital tokens as illegal financial operations.
Meanwhile, Russia's largest bank is preparing to launch cryptocurrency mortgage services for corporate clients.
Have you bought enough gold? On February 6, Tether announced a strategic investment in the t-0 network, which is a USD₮-driven settlement platform for licensed financial institutions.
Have you bought enough gold?
On February 6, Tether announced a strategic investment in the t-0 network, which is a USD₮-driven settlement platform for licensed financial institutions.
From Trust Machines to Intelligent Economy: How AI is Reshaping the Ultimate Narrative of CryptocurrencyThe rapid development of artificial intelligence (AI) is profoundly reshaping the global economic system, while cryptocurrency and blockchain, as digital native assets and trust infrastructure, are at the forefront of this transformative intersection. Based on the latest developments as of February 2026 and insights from technology experts, this article explores how AI will have multi-dimensional impacts on the cryptocurrency ecosystem in the short term (2026–2027) and medium to long term (2028+). 1. AI Agents: Cryptocurrency is entering the era of the 'machine-native economy.' The most significant trend in 2026 is the commercialization breakthrough of agentic AI (autonomous intelligent agents). Leading models such as OpenAI, Anthropic, and xAI have achieved multi-step planning, tool invocation, and long-term memory, with enterprise-level AI agents beginning to handle complex workflows that span hours to days.

From Trust Machines to Intelligent Economy: How AI is Reshaping the Ultimate Narrative of Cryptocurrency

The rapid development of artificial intelligence (AI) is profoundly reshaping the global economic system, while cryptocurrency and blockchain, as digital native assets and trust infrastructure, are at the forefront of this transformative intersection.
Based on the latest developments as of February 2026 and insights from technology experts, this article explores how AI will have multi-dimensional impacts on the cryptocurrency ecosystem in the short term (2026–2027) and medium to long term (2028+).
1. AI Agents: Cryptocurrency is entering the era of the 'machine-native economy.'
The most significant trend in 2026 is the commercialization breakthrough of agentic AI (autonomous intelligent agents). Leading models such as OpenAI, Anthropic, and xAI have achieved multi-step planning, tool invocation, and long-term memory, with enterprise-level AI agents beginning to handle complex workflows that span hours to days.
As soon as you invest in commercial space, the satellite production has stopped; As soon as you invest in storage, storage is no longer in short supply; As soon as you invest in gold, gold and silver have plummeted dramatically; As soon as you invest in energy storage, the U.S. is no longer short on electricity; As soon as you invest in computing power, the AI bubble is about to burst, and Nvidia's negotiations have collapsed; I've heard that you're going to invest in liquor and consumer goods again today? You are the one who disrupts the environment, huh [laughing cry][sweat]
As soon as you invest in commercial space, the satellite production has stopped;
As soon as you invest in storage, storage is no longer in short supply;
As soon as you invest in gold, gold and silver have plummeted dramatically;
As soon as you invest in energy storage, the U.S. is no longer short on electricity;
As soon as you invest in computing power, the AI bubble is about to burst, and Nvidia's negotiations have collapsed;
I've heard that you're going to invest in liquor and consumer goods again today?
You are the one who disrupts the environment, huh [laughing cry][sweat]
J.P. Morgan releases global family office report: 72% do not have gold investments, 89% do not hold cryptocurrencies. Do you believe it?
J.P. Morgan releases global family office report: 72% do not have gold investments, 89% do not hold cryptocurrencies.
Do you believe it?
USD1: A Financial Closed Loop in GreenlandOn February 3, Trump reiterated his strong support for cryptocurrency in public, stating that he is a "big supporter of cryptocurrency" and that "I have done more for cryptocurrency than anyone else because I believe in it." He emphasized that if the United States does not quickly advance relevant legislation, China may dominate the field. He said so, and he did so. Even the entire family took action. USD1, as a dollar stablecoin issued by WLFI, has rapidly evolved from a family endorsement project in March 2025 to a digital dollar infrastructure with quasi-sovereign characteristics.

USD1: A Financial Closed Loop in Greenland

On February 3, Trump reiterated his strong support for cryptocurrency in public, stating that he is a "big supporter of cryptocurrency" and that "I have done more for cryptocurrency than anyone else because I believe in it."
He emphasized that if the United States does not quickly advance relevant legislation, China may dominate the field.
He said so, and he did so.
Even the entire family took action.
USD1, as a dollar stablecoin issued by WLFI, has rapidly evolved from a family endorsement project in March 2025 to a digital dollar infrastructure with quasi-sovereign characteristics.
Tom Lee stated on CNBC's live broadcast that the bottom for Bitcoin and cryptocurrencies has formed, and prices are about to rise parabolically. He is so deep in Ethereum, do you believe what he says?
Tom Lee stated on CNBC's live broadcast that the bottom for Bitcoin and cryptocurrencies has formed, and prices are about to rise parabolically.
He is so deep in Ethereum, do you believe what he says?
The China Securities Regulatory Commission announced the "Regulatory Guidelines on the Issuance of Asset-Backed Security Tokens for Domestic Assets Abroad", imposing strict regulations on the issuance of asset-backed security tokens for domestic assets abroad.
The China Securities Regulatory Commission announced the "Regulatory Guidelines on the Issuance of Asset-Backed Security Tokens for Domestic Assets Abroad", imposing strict regulations on the issuance of asset-backed security tokens for domestic assets abroad.
Can't compare You simply can't compare
Can't compare
You simply can't compare
On January 31st, a large-scale fierce battle broke out in Pakistan, with thousands of Pakistani rebels attacking at least 12 cities. CZ and Sun Yuchen's cooperation with the country may suffer losses.
On January 31st, a large-scale fierce battle broke out in Pakistan, with thousands of Pakistani rebels attacking at least 12 cities.
CZ and Sun Yuchen's cooperation with the country may suffer losses.
What are the characteristics of people with low cognition: stubborn, habitually argumentative, domineering at home, emotionally unstable, constantly quarrels over trivial matters, cannot handle major issues, do not learn, binary thinking, hold grudges, treat others' kindness as a sign of being easy to bully.
What are the characteristics of people with low cognition: stubborn, habitually argumentative, domineering at home, emotionally unstable, constantly quarrels over trivial matters, cannot handle major issues, do not learn, binary thinking, hold grudges, treat others' kindness as a sign of being easy to bully.
The future truly decentralized world will not be created by carbon-based civilization, but by silicon-based civilization. Because carbon-based civilization cannot escape the problems of human nature.
The future truly decentralized world will not be created by carbon-based civilization, but by silicon-based civilization. Because carbon-based civilization cannot escape the problems of human nature.
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Bearish
Buffett's recent movements. In the second half of 2025 to early 2026, his overall strategy tends to be cautious and conservative, focusing on continued net selling of stocks and accumulating a massive amount of cash. Looking only at the investment portfolio (public stocks + cash/short-term investments): Cash ratio ≈ 59% Stock ratio ≈ 41%
Buffett's recent movements.
In the second half of 2025 to early 2026, his overall strategy tends to be cautious and conservative, focusing on continued net selling of stocks and accumulating a massive amount of cash.
Looking only at the investment portfolio (public stocks + cash/short-term investments):
Cash ratio ≈ 59%
Stock ratio ≈ 41%
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