Duan Yongping, CZ, Mar-a-Lago... What Have Crypto KOLs Been Talking About in the Past 24 Hours?

比推Published on 2026-02-19Last updated on 2026-02-19

Abstract

Over the past 24 hours, Chinese crypto KOLs on X (formerly Twitter) have been actively discussing several key topics. Legendary investor Duan Yongping’s investment moves drew significant attention. His fund, H&H International Investment, held a portfolio worth approximately $17.5 billion at the end of 2025. In Q4, he made a major 11x increase in his Nvidia position, signaling strong confidence in AI computing demand. He also added to his holdings in Pinduoduo and Berkshire Hathaway, while reducing exposure to Apple, Alibaba, and Occidental Petroleum. A controversy emerged around Binance founder CZ (Changpeng Zhao) unfollowing a well-known KOL, "Enheng." Their relationship, which began with CZ helping Enheng profit in early 2025, reportedly soured due to the latter's "bootlicking" and other controversial actions, highlighting the fragile, interest-driven nature of relationships within the crypto circle. Amid the bear market, a common sentiment among discussions was the strategy of "buying when there is silence" and practicing dollar-cost averaging (DCA) into assets like Bitcoin. Many expressed belief that patience and faith in the long-term value of crypto would eventually be rewarded. Finally, the exclusive, invitation-only World Liberty Forum (WLFI) summit, held at Mar-a-Lago and supported by the Trump family, was a hot topic. High-profile attendees included executives from Goldman Sachs, Nasdaq, Coinbase, and Binance. The native token of the event's organizer, WLFI, su...

Sleep in on the third day of the Lunar New Year, then catch up on some reading.

What have the KOLs in the crypto space been talking about in the past 24 hours—

Note: The following content is compiled from the X platform and represents personal opinions. It does not represent the stance of this platform and should not be considered investment advice.

Details of Legendary Investor Duan Yongping's Holdings

Editor's Note: As of the end of 2025, the total market value of holdings managed by Duan Yongping's H&H International Investment was approximately $17.489 billion, equivalent to over RMB 120 billion. Overall, H&H International Investment holds 14 companies, including Apple, Berkshire Hathaway, NVIDIA, Pinduoduo, and others.

In the fourth quarter of 2025, Duan Yongping significantly increased his holdings in NVIDIA, as well as added to his positions in Pinduoduo and Berkshire Hathaway, while also taking new small positions in three AI-related companies. Meanwhile, he reduced his holdings in Apple, Alibaba, Occidental Petroleum, and others.

Popular replies:

Unlike Buffett, Duan Yongping has a very open mindset towards new tech trends;

Judging from the 13F and stock price, Duan Yongping's investment in Occidental Petroleum (OXY) is likely at a floating loss and not yet profitable;

As someone who's in San Francisco every day, he really dared to invest in corewave;

Duan Yongping increased his NVIDIA holdings by 11 times—this signal is clear enough. He has always had a concentrated, non-diversified style, showing strong confidence in AI computing demand;

CZ Unfollows a "Well-Known" KOL, Sparking Controversy

Editor's Note: The shift from CZ's interactions with Enheng in early 2025 (CZ reposting to help him profit) to the current split (unfollowing due to Enheng's bootlicking and a series of puzzling actions) reflects the fragile relationships driven by interests in the crypto circle. Enheng's rise relied on CZ's halo, but controversy and失控的舆论 accelerated the collapse of his "crown prince" aura.

Bear Market Reflection: Buy When No One is Interested?

Popular replies:

It's a bear market. Unless it's a project with certain outcomes, it's really better to DCA into BTC at the right price. The power of belief will eventually bring you returns and not辜负 your efforts.

DCA slowly, be friends with time, and good results will follow.

Mar-a-Lago WLFI Summit

The World Liberty Forum is an invitation-only closed-door summit hosted by the Trump family-supported DeFi protocol World Liberty Financial (WLFI). Attendees included Goldman Sachs CEO David Solomon, Nasdaq Chair Adena Friedman, Coinbase founder Brian Armstrong, Binance's CZ, and others. Many Chinese-speaking KOLs were also invited and shared from the scene. Possibly influenced by this news, WLFI rose over 22% in 24 hours.

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The Largest IPO in History Is Approaching, Surpassing SpaceX, 28 Years of AI Self-Iteration, Countdown to Intelligence Explosion

"Anthropic Nears Trillion-Dollar IPO, Fueled by Explosive Growth and 2028 'Intelligence Explosion' Warning Anthropic is considering a deal valuing the AI company near $1 trillion, potentially leading to one of the largest IPOs ever and surpassing SpaceX. Its revenue has skyrocketed, with Annual Recurring Revenue (ARR) reaching $45 billion in May 2026—a 500% increase in just five months. This vertical growth curve is attributed to its key products, Claude Code and Cowork, dominating AI coding and enterprise collaboration. Beyond commercial success, co-founder Jack Clark issued a pivotal warning in an interview: there is a greater than 50% chance that by the end of 2028, AI systems will achieve recursive self-improvement—the ability to autonomously build a 'better version' of themselves, initiating an 'intelligence explosion.' This prophecy underpins the company's astronomical valuation, as the market prices in the potential for transformative and disruptive AI. Further signaling its ambition, Anthropic formed a $1.5 billion joint venture with Goldman Sachs and Blackstone, aiming to disrupt traditional consulting firms like McKinsey by deploying Claude AI for complex strategic work. This move tests AI's capacity to replace high-level cognitive labor, a precursor to its predicted autonomous evolution. The narrative presents a dual future: unprecedented economic opportunity alongside significant risks like economic restructuring and security threats. Anthropic's meteoric rise and Clark's 2028 prediction frame the coming years as a countdown to a potential technological singularity."

marsbit8m ago

The Largest IPO in History Is Approaching, Surpassing SpaceX, 28 Years of AI Self-Iteration, Countdown to Intelligence Explosion

marsbit8m ago

The Exquisite Self-Interest of Former OpenAI CTO Murati: Personally Handing Over the Knife and Then Being the First to Seek Reconciliation

Court documents from Elon Musk's lawsuit reveal OpenAI's former CTO, Mira Murati, played a central and seemingly self-interested role in Sam Altman's November 2023 ouster and reinstatement. As early as 2022, she complained to Altman about his shifting priorities and pressure to prioritize revenue. By 2023, she privately supplied co-founder Ilya Sutskever with extensive internal evidence against Altman, which became a key 52-page memo for the board. She was appointed interim CEO after Altman's firing and informed Microsoft. However, text messages show Murati simultaneously relayed the board's stance to Altman while secretly urging Microsoft's CEO to help reverse the decision. Once employee backlash mounted, she refused to publicly defend the board's move she helped engineer. She then became the first signatory on the employee petition demanding the board resign and reinstate Altman. A former board member testified Murati was "waiting to see which way the wind blew," not realizing "she herself was the wind." The evidence depicts her actions as consistently aligning with her own interests throughout the crisis.

marsbit13m ago

The Exquisite Self-Interest of Former OpenAI CTO Murati: Personally Handing Over the Knife and Then Being the First to Seek Reconciliation

marsbit13m ago

AI Inference Bills Soar, Shopify and Roblox Warn: Savings from Layoffs Not Enough to Cover Chip Costs

The 2026 Q1 earnings season reveals a paradox: while AI helps companies freeze hiring and boost productivity, the soaring costs of AI inference—token consumption and GPU depreciation—are eroding savings from workforce reductions. Shopify reported that AI now writes over 50% of its code, enabling significant output with stable headcount. However, LLM costs, driven by heavy usage of its AI assistant Sidekick, are pressuring its subscription毛利率. Similarly, Roblox attributed a quarter of its full-year利润率下调 to increased AI investment. The article highlights a broader industry imbalance: combined AI capital expenditure for Amazon, Meta, Microsoft, and Google is projected to reach $725 billion in 2026, vastly outpacing potential savings from layoffs. For instance, Meta's planned裁员 would save about $2.4 billion annually, offsetting only ~12% of its incremental AI depreciation. While底层 model and chip suppliers like NVIDIA maintain high profitability, application-layer companies face a pricing squeeze. Their strategies now involve要么 tightly linking AI costs to user engagement (like Shopify) or introducing fees for advanced AI features (like Roblox), as covering AI bills with裁员 savings alone is financially unsustainable.

marsbit23m ago

AI Inference Bills Soar, Shopify and Roblox Warn: Savings from Layoffs Not Enough to Cover Chip Costs

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Has Hook Summer Really Arrived? sato, Lo0p, FLOOD Ignite the New Narrative of Uniswap v4

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marsbit33m ago

Has Hook Summer Really Arrived? sato, Lo0p, FLOOD Ignite the New Narrative of Uniswap v4

marsbit33m ago

Has Hook Summer Truly Arrived? sato, Lo0p, FLOOD Ignite the New Uniswap v4 Narrative

With the broader market showing signs of recovery, a new wave of interest has emerged around Ethereum-based meme coins. Following ASTEROID, tokens like sato, sat1, Lo0p, and FLOOD, built upon the Uniswap v4 Hook protocol, are capturing market attention. Their market capitalizations range from millions to tens of millions of dollars, injecting much-needed focused liquidity into a market lacking narratives. This article explores whether this trend signifies an incoming "Hook Summer" and its potential impact on UNI's price. Hooks are essentially plug-in smart contracts for Uniswap v4 liquidity pools, allowing developers to inject custom logic at key points in a pool's lifecycle (like initialization, adding/removing liquidity, swaps). This transforms the AMM into programmable building blocks. Key highlighted projects include: * **sato**: Peaked over $38M market cap. It utilizes a v4 curve for minting/burning; buying locks ETH as reserve to mint new tokens, while selling redeems ETH from the reserve and burns tokens. * **sat1**: Market cap briefly exceeded $10M, promoted as an "optimized sato," but later declined significantly. * **Lo0p**: Reached nearly $6.6M. It's a lending AMM protocol where buying LO0P tokens locks them as collateral, allowing users to borrow ETH from the pool reserve at 40% LTV, aiming to improve capital efficiency for idle ETH in LPs. * **FLOOD**: Peaked near $6M. Its mechanism directs asset reserves from buys into Aave v3 to generate yield, with fees and interest retained in the pool to potentially influence the token's price long-term. In the long term, the development of the Hook ecosystem can attract users and liquidity to Uniswap v4, benefiting UNI's fundamentals—especially combined with the recent activation of the protocol fee switch, where a portion of fees is used to burn UNI. However, in the short term, these Hook-based tokens are unlikely to directly drive significant UNI price appreciation. Their impact is moderated by factors like token sustainability, price volatility, and broader market and regulatory conditions. Currently, Uniswap v4's TVL ($595M) still trails behind v2 and v3, indicating adoption and growth will take time. The article concludes that while the Hook ecosystem provides long-term "nourishment" for UNI, its short-term role is more of a "catalyst" than a "booster." Readers are cautioned that these are early-stage experimental tokens and may carry unknown risks.

Odaily星球日报45m ago

Has Hook Summer Truly Arrived? sato, Lo0p, FLOOD Ignite the New Uniswap v4 Narrative