Important news from last night and this morning (February 8th - February 9th)

Crypto.com founder announces ai.com is now live in beta.

Crypto.com founder Kris Marszalek announced on the X platform that ai.com is now in beta. Users who successfully reserve a username will have an AI assistant created for them. Each assistant is equipped with a fully functional "virtual computer," so it can not only chat but also perform various tasks, from simple tasks like managing emails and scheduling meetings to making phone calls to schedule appointments or cancel unwanted subscriptions. ai.com is the world's first easy-to-use and secure implementation of OpenClaw, an open-source intelligent agent framework that gained popularity two weeks ago. Previously, it was reported that Crypto.com founders acquired the AI.com domain for $70 million, making it the most expensive domain ever sold.

Binance SAFU Fund's unrealized loss on its 6,230 BTC purchases has narrowed to $6.05 million.

With a slight rebound in BTC prices, the unrealized loss on the 6,230 BTC purchased by Binance's SAFU fund has narrowed to $6.05 million. Between February 2nd and February 6th, Binance purchased BTC worth $434 million in three transactions at an average price of $69,740.79, and is now nearly halfway through its $1 billion purchase plan.

South Korea will launch a special investigation into cryptocurrency price manipulation and plans to introduce punitive fines for IT incidents.

The Financial Supervisory Service (FSS) of Korea today announced its 2026 business plan, outlining a series of enhanced regulatory measures for the virtual asset market. The FSS will conduct special investigations into high-risk areas that disrupt market order, focusing on combating typical manipulation tactics such as "whale"-style market manipulation, "net cage" methods, and "horse race" manipulation, as well as improper trading that uses API orders or social media to spread false information. Simultaneously, it will develop artificial intelligence analysis tools to perform second- and minute-level analysis of abnormally surging virtual asset prices, automatically identifying suspicious trading intervals and groups. To prevent financial IT incidents, the FSS will introduce a punitive fine system and strengthen the security responsibilities of CEOs and Chief Information Security Officers. Furthermore, a comprehensive monitoring system will be officially launched to collect and disseminate information on cyber threats in the financial sector.

Tether has invested its stablecoin profits in 140 projects and plans to expand its workforce to 450 people.

According to Cointelegraph, citing the Financial Times, Tether has invested its stablecoin business profits in 140 deals spanning sectors from agriculture to sports, and plans to expand its workforce to 450 people.

An anonymous individual transferred 2.565 bitcoins to Satoshi Nakamoto's genesis address last weekend.

According to Cointelegraph, an anonymous individual transferred 2,565 bitcoins (approximately $181,000) to Satoshi Nakamoto's genesis address over the weekend.

Vitalik: Algorithmic stablecoins are the real DeFi

Ethereum co-founder Vitalik Buterin published an article on the X platform stating that USDC deposit yields do not constitute DeFi; algorithmic stablecoins are the true DeFi. He explained from a risk structure perspective: if high-quality algorithmic stablecoins backed by ETH exist, even if their liquidity largely comes from CDP holders, the key lies in transferring counterparty risk on the USD side to market makers. Even if algorithmic stablecoins are backed by RWA, achieving over-collateralization and asset diversification—ensuring sufficient collateral remains even if any asset fails—constitutes a substantial improvement to the risk structure for holders. Buterin believes the industry should move in this direction and gradually move away from the USD as the unit of account, towards a more universal and diversified index-based pricing system. The current practice of "depositing USDC into Aave for interest" does not fall into this category.

Arthur Hayes bets that HYPE's stock price will outperform all "shitcoins" with a market capitalization of over $1 billion in the next six months.

In response to Kyle Samani, former managing partner of Multicoin Capital, who stated that "multiple structural problems in the crypto industry are reflected in Hyperliquid," BitMEX co-founder Arthur Hayes commented: "Since you say $HYPE is no good, let's make a bet. I bet that from 00:00 UTC on February 10, 2026 to 00:00 UTC on July 31, 2026, HYPE will outperform any shitcoin (in USD) with a market capitalization exceeding $1 billion on CoinGecko. You choose your favorite coin. The loser must donate $100,000 to a charity designated by the winner."

Billionaire Grant Cardone is listing one of his mansions for sale for 700 bitcoins.

According to Cointelegraph, billionaire Grant Cardone said he is listing his Gold Coast mansion for sale at 700 bitcoins, while his neighbor has listed a similar property for $88 million. He stated, "Let my neighbor make more fiat currency; four years from now, my choice will still be better."

Tom Lee: Bitcoin has recovered from multiple crashes, and the crypto market recovery has now begun.

According to The Bitcoin Historian, Tom Lee, chairman of Ethereum treasury Bitmine, stated on a CNBC live broadcast that the recovery of Bitcoin and the entire cryptocurrency market has begun. He said the crypto market has "survived six drops of more than 50%, but will recover as quickly as it fell." Market data shows that Bitcoin has rebounded to approximately $71,306, a 24-hour increase of 3.5%; Ethereum has rebounded to approximately $2,126, a 24-hour increase of 4.6%.

Two newly created wallets withdrew 3,500 BTC and 30,000 ETH from Binance 5 hours ago.

According to Lookonchain monitoring, two newly created wallets withdrew 3,500 BTC and 30,000 ETH from Binance five hours ago, with a total value of over $300 million, suggesting that a whale may have begun accumulating BTC and ETH.

Strategy Bitcoin Strategy Manager: Never Stop Buying BTC

Chaitanya Jain, Bitcoin strategy manager at Strategy, posted on the X platform, "We will never stop buying Bitcoin." He previously stated that Strategy is not a trader, does not speculate, does not attempt to time the market, does not conduct technical analysis, does not draw lines on charts, and buys and holds for the long term.

A closed-door seminar on policy outlook for the National People's Congress and the Chinese People's Political Consultative Conference (NPC & CPPCC) suggested implementing a substantial overall interest rate cut, at least 50 basis points for the whole year.

According to a report by 21st Century Business Herald cited by Jinshi, the "Closed-Door Seminar on Policy Outlook for the National People's Congress and the Chinese People's Political Consultative Conference (NPC & CPPCC)" hosted by Jiangxi University of Finance and Economics and the China New Economy Forum was recently held at the Beijing Institute for Advanced Studies of Jiangxi University of Finance and Economics. The meeting was chaired by Yin Yanlin, a member of the National Committee of the CPPCC, and Li Chungen, Vice President of Jiangxi University of Finance and Economics, attended and delivered a speech.

Michael Saylor has released another Bitcoin Tracker update; he may disclose his accumulating data next week.

Michael Saylor posted Bitcoin Tracker information again on the X platform. Based on previous experience, Strategy may disclose its increased holdings next week.

Block, the Bitcoin payments company founded by Jack Dorsey, plans to lay off 10% of its staff.

According to Cointelegraph, Block, the Bitcoin payments company founded by Jack Dorsey, is undergoing a broader restructuring and has begun notifying hundreds of employees that their positions may be eliminated during annual performance reviews. The layoffs could reach approximately 10%. Block initiated a restructuring plan in 2024 aimed at improving efficiency and streamlining its product line. The company is working to more closely integrate its peer-to-peer payments platform, Cash App, with its merchant services division, Square. Block is reportedly scheduled to release its quarterly earnings report on February 26.

Data: Tokens such as CONX, AVAX, and APT will see significant unlocking next week, with CONX unlocking value estimated at approximately $15.6 million.

According to Token Unlocks data, tokens such as CONX, AVAX, and APT will see large-scale unlocks next week. Specifically: Connex (CONX) will unlock approximately 1.32 million tokens at 8:00 AM Beijing time on February 15th, representing about 1.56% of the circulating supply, worth approximately $15.6 million; Avalanche (AVAX) will unlock approximately 1.67 million tokens at 8:00 AM Beijing time on February 11th, representing about 0.32% of the circulating supply, worth approximately $15.2 million; Aptos (APT) will unlock approximately 11.31 million tokens at 8:00 PM Beijing time on February 10th, representing about 0.69% of the circulating supply, worth approximately $12.3 million; and Starknet (STRK) will unlock approximately 127 million tokens at 8:00 AM Beijing time on February 15th.

Analysis: Despite the sharp drop in silver prices, retail investors are still doubling down their bets.

According to a report by the Financial Times cited by Jinshi, despite the sharp drop in silver prices, which almost wiped out the impressive gains at the beginning of the year, retail investors still poured nearly $500 million into the silver market in the past week. Data analysis from Vanda Research shows that as silver prices plummeted, retail investors poured $430 million into the largest silver ETF, SLV, in the six trading days ending Thursday, including over $100 million on January 30th, when silver prices fell 27%, marking the largest single-day drop in history. StoneX analyst Ronna O'Connell stated, "People are drawn to the allure of silver." She added that silver's appeal was further amplified by its "massive sell-off," with some investors seeing it as a golden opportunity to buy at lower prices.

A newly created wallet withdrew 30,000 ETH from Binance, worth $63.48 million.

According to Onchain Lens monitoring, a newly created wallet withdrew 30,000 ETH from Binance, worth $63.48 million.

A Binance user profited over $12.28 million by shorting gold and silver.

According to on-chain analyst Ai Yi's monitoring, Binance account SMXKX Square shows that he shorted silver (XAG) from late January, with floating losses exceeding one million US dollars. He then shorted gold at the short-term high of 01.29, and finally reached the highest profit point of 12.38 million US dollars at 02.05.

Eugene: Bitcoin may find support at $60,000; survival is paramount in a bear market; strict stop-loss orders are essential.

Trader Eugene, reviewing last week's market performance, stated that from a high-timeframe (HTF) market structure perspective, significant issues remain. While $60,000 for Bitcoin can still be considered reasonable support, he emphasized the lesson learned from the previous cycle: never blindly go all-in on long positions without stop-loss protection. Eugene pointed out that bull markets often see more volatility than expected, while bear markets tend to see more dramatic declines. He acknowledged that the bottom of the bear market is currently unclear, as is whether Bitcoin has bottomed out at $60,000, but stressed that "survival is always the top priority." He advised traders to assess the risk of each trade individually and implement stop-loss strategies to protect against further downside.

The US forecasting market boom is heating up: regulatory arbitrage and marketing-driven growth, but long-term prospects remain uncertain.

According to Business Insider, analysis indicates that the boom in the US prediction market is built on a precarious foundation, primarily benefiting from regulatory arbitrage opportunities. For example, currently, most US states lack comprehensive regulations to oversee user participation in sports betting through prediction markets. Data shows that in 2025, sports-related transactions accounted for approximately 85% of Kalshi's trading volume, while Polymarket accounted for approximately 39%. Prediction markets position themselves as futures contract trading regulated by the Commodity Futures Trading Commission (CFTC), thereby offering sports betting in states that prohibit sports betting, such as California and Texas.