PANews editorial note: PANews has selected a week's worth of quality content to help everyone check and fill gaps in knowledge during the weekend. Click the title to read.
Macroeconomic Perspective
The Darkness Before Dawn: Crypto in 2026 = The Internet in 2002
We have reached the most dangerous yet crucial turning point for the industry. We are witnessing the "nobility" of cryptocurrency, and if we're not careful, we will let the real revolution die in the hands of the "fintech wrappers".
Key Figures from xAI Flee, Musk’s AI Ambitions Suffer Blow
The continuous bloodletting might not be just a simple salary issue. Why is it that crypto couldn't help AI, but instead, AI is saving crypto?
Salary Shrinkage, Higher Barriers to Entry, Identity Limitations—Is Web3 Still Worth It in 2026?
The Web3 job market is being "de-mystified", bidding farewell to barbaric growth and returning to rationality and common sense.
WLFI Sets Up Meetings, Allies Gather, Mar-a-Lago Ventures into Crypto Business
In Palm Beach, Florida, Mar-a-Lago is no longer just Trump’s private club. It is both a power hub for American political and business elites and a money-making tree that brings in tens of millions of dollars for the Trump family. The "Trump Avenue" leading to Mar-a-Lago is already crowded with crypto visitors.
In terms of content, the 2.6 notice is not an entirely independent normative document.
Institutional Thoughts and Dynamics
The next batch of potential buyers for Bitcoin still includes financial advisors, large brokerages like Morgan Stanley, family offices, insurance companies, and sovereign nations.
Dialogue with Cathie Wood: Eight Insights on the Grand Plan for 2026
We are at a turning point that occurs only once every 125 years.
ARK Invest: Four Major Trends are Enhancing Bitcoin Value
The question investors face today is no longer "whether" to allocate Bitcoin, but "how much" and "through which channels" to allocate.
Goldman Sachs Embraces Crypto: $2.3 Billion Allocation Expresses Confidence in ETH
Goldman Sachs disclosed a $2.3 billion crypto allocation, where BTC and ETH are closely matched in size despite a vast market cap disparity, indicating that Wall Street institutions are casting confidence votes in the Ethereum ecosystem.
Viewing Crypto x AI from the Primary Market: An Experiment in Tokenization Illusion
Current views are balanced: split into four quadrants, AI Helps Crypto and Crypto Helps AI are evenly distributed.
Cathie Wood's space exploration ETF (ARKX) has established a position of 35,766 shares in Tesla, accounting for 1.99% of total assets. This move may aim to position in advance for the restructuring expectations following the merger of SpaceX and xAI.
About AI
This revolution may end the grand party hosted by the AI shovel sellers earlier than anyone imagines.
Openclaw's Agentic Economy—Which Assets Will Benefit and Which Will Not?
An in-depth analysis of the asset repricing triggered by AI transitioning from providing suggestions to autonomous execution: revealing the collapse of old asset values reliant on human labor and discussing the systemic migration of funds towards computational energy, automated settlement protocols, and embodied intelligent hardware.
Seedance 2.0 Shockwave: A Cost Collapse from E-commerce, Gaming to Film and Television
A grand reshuffle of industries concerning benefits and replacements has already begun.
Besides Coding, AI is Reshaping the World in These 10 Overlooked Tracks
Your next startup idea is in this list from YC.
Market Fluctuations
Meme Tide Recedes, Narrative Cools: Lost Below $80, Has Solana's Cycle Bonus Ended?
When the market turns bearish, with falling prices, TVL being halved, and a sharp drop in on-chain trading volume, the growth flywheel stagnates, and Solana faces various internal problems.
A deep analysis of the physical bottom and emotional bottom of Bitcoin in this cycle.
Robinhood Achieves the Best Performance in History, but Its Stock Price Drops Nearly Half
For Robinhood, the real test is not the records in a bull market, but the floor in a bear market.
Tencent's "Ponder": $700 Million Lesson, The "Old Narrative" in the Crypto Market is Dead
A Chinese whale lost $770 million in six days, a "public execution" worth its weight in gold.
Seizing Opportunities
Traditional Giants' "Performance Pain": Warnings from Coinbase and Robinhood's Q4 Financial Reports
For Coinbase and Robinhood, the "record-breaking" of 2025 has already become history. The keyword for 2026 is no longer "growth" but "resilience". In 2026, both giants must prove to the market that they have enough cash flow to survive until the next summer.
LayerZero announced a significant event on February 10, leading to a subsequent rise in the price of the ZRO token. Tether invested in LayerZero to support interoperability technology and announced the launch of the L1 blockchain Zero in the fall.
BlackRock "Bets" on UNI, Analyzing the Business Logic of Cooperation with Uniswap
BlackRock deployed a $22 billion BUIDL tokenized fund on UniswapX and purchased UNI tokens, marking widespread adoption of DeFi in terms of institutional liquidity and compliance.
2026 Predictions: A Battle Among Market Participants—7 Differentiated Paths for New Players
These seven points determine the depth of the moat.
MegaETH Mainnet Launch, Eight Must-See dApps
Including Euphoria, Blackhaven, Bad Bunnz, CAP, Legend, HelloTrade, Funes, and World
Web3 Matters
Fearless of Bulls and Bears: The Rules of Survival in Crypto
It took me 13 years to understand this game in the crypto world.
After a $23.3 Million Bet on Departure, Why is NBA Star Giannis' Investment in Kalshi Angering Many?
In the era of betting and prediction markets, doubts and controversies cannot be quelled by mere assertions. Restoring fairness, ethics, and trust is a more challenging proposition we need to solve.
CZ's Rise, Fall, and Rebirth: Starting from Selling a House to Gamble $600 on BTC
You can't be too stupid, but you don't need to be especially smart either. Progressing a little every day and persisting for thirty years, you are very likely to be quite successful.
In the interview, Flap's founder Cedric shared the original intention of writing the explosive article and recounted how a grassroots team abandoned the superficial, focused on PMF, and ultimately achieved a growth curve in a sluggish market.
A Chance Move at Age 10 Returned 70,000 Times After 30 Years: The Man Behind the ai.com Domain
The most legendary domain investment in history, how did $100 turn into $70 million?
Key Information
Coinbase Announces to Increase Bitcoin Holdings by $39 Million
Aave Labs Proposal Transfers 100% of Protocol Revenue to DAO for Operational Funding
Coinbase Releases Q4 Financial Report: Net Loss of $667 Million, Revenue Down 20%
Lighter and Circle Reach USDC Deposit Yield Sharing Agreement
The Bhutanese Government Sends 100 BTC to QCP Capital, Worth $6.77 Million
Coinbase CEO Has Sold Approximately $550 Million in Coinbase Stock Over the Past Year
Binance Confirms SAFU Fund Completes Purchase of the Last Batch of 4,545 BTC, totalling 15,000 BTC
Alameda Bankruptcy Management Allocates Over $15 Million in SOL to Creditors
Arkham: Trend Research's Final Loss on ETH This Round is $869 Million
The Largest ETH Bull Whale on Hyperliquid Increases Position by 5,000 ETH
Goldman Sachs Discloses Indirect Ownership of $2.361 Billion in Cryptocurrency Through ETFs
Bitmine Stakes Over 140,000 ETH Again 4 Hours Ago, Equivalent to $282 Million
The EU Plans to Completely Ban Trading Crypto Assets with Russia to Curb Sanction Evasion
Polymarket Partners with Kaito AI to Launch a Social Data-Based Attention Market
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