Crypto Morning Brief: New Virtual Currency Regulations Introduced, Major Unlocks for AVAX, APT, STRK, and Other Tokens This Week

marsbitPublicado a 2026-02-09Actualizado a 2026-02-09

Resumen

Cryptocurrency Daily Digest: Key regulatory and market developments occurred. China's central bank and seven other ministries jointly issued a notice explicitly banning all virtual currency transactions and Real World Asset (RWA) tokenization businesses, declaring such activities illegal financial operations. In other news, the White House will hold its next stablecoin policy meeting next Tuesday. Illinois proposed a state-operated Bitcoin reserve program. Michael Saylor hinted at potential Bitcoin purchases by MicroStrategy following his social media post. Significant token unlocks are scheduled this week: AVAX ($15.2M unlock on Feb 11), APT ($12.3M on Feb 10), STRK ($6.3M on Feb 15), among others. Additional updates include: 21Shares filed for an Ondo ETF, Bithumb announced full compensation for a major BTC distribution error, and Li Bin denied rumors about investment and token sales. The Nikkei 225 index surged 4%. Market analysts suggest potential consolidation among Solana treasury firms amid current conditions.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

Nikkei 225 Index surges 4.00% intraday, now at 56,437.40 points

Nikkei 225 Index surged 4.00% intraday, now at 56,437.40 points.

Crypto Journalist: Next White House Meeting on Stablecoin Revenue Scheduled for Next Tuesday

According to crypto journalist Eleanor Terrett, informed sources stated that the next round of White House discussions on stablecoin revenue is scheduled for next Tuesday. This meeting will still be held at the staff level, and this time bank representatives themselves will attend, along with industry association representatives.

Illinois Proposes "Community Bitcoin Reserve Act" This Week, Aims to Establish State-Operated Bitcoin Reserve Program

According to Bitcoincom News, the state of Illinois proposed the "Community Bitcoin Reserve Act" this week, aiming to establish a state-operated Bitcoin reserve program using multi-signature cold wallet custody, with the first reserve named Altgeld Bitcoin Reserve. The bill stipulates that BTC in the reserve can only be traded or sold after new legislative authorization.

Central Bank and Seven Other Departments Jointly Issue Notice: Comprehensive Ban on Virtual Currency Trading and RWA Tokenization Business

The People's Bank of China, jointly with seven other departments, issued the "Notice on Further Preventing and Disposing of Risks Related to Virtual Currency and Other Activities" (Yin Fa [2026] No. 42) today, clarifying that virtual currency does not have legal tender status and related business activities constitute illegal financial activities.

The notice prohibits virtual currency trading and Real World Asset (RWA) tokenization activities within China. Without approval from relevant departments, domestic entities are not allowed to issue virtual currency or conduct tokenization business overseas.

Financial institutions are prohibited from providing services for related activities, and internet companies are prohibited from providing online venues and promotional services. The notice requires strengthening risk monitoring and industry supervision, and cracking down on related illegal and criminal activities. This notice takes effect from the date of issuance, simultaneously repealing the 2021 relevant regulations.

Bloomberg Analyst: 21Shares Has Filed Ondo ETF Application

Bloomberg Senior ETF Analyst Eric Balchunas disclosed via a post that 21Shares has submitted an Ondo ETF application document.

ETH in Yi Lihua's On-Chain Address Completely Liquidated

According to Arkham data, the on-chain address associated with Yi Lihua transferred the final 534 ETH to Binance. The ETH in his on-chain address has been completely liquidated, currently holding only 0.165 ETH.

Bithumb: To Provide Full Compensation for Customers Affected by "Incorrectly Issuing 620,000 BTC" Incident

According to an official announcement, South Korean cryptocurrency exchange Bithumb released a comprehensive compensation plan for the "incorrect issuance of 620,000 BTC" incident that occurred on February 6th. Bithumb承诺 to provide affected customers with 110% special compensation, with estimated losses around 10 billion KRW.

The announcement stated that Bithumb will strengthen its internal control system, including upgrading the asset verification system, improving multi-level approval processes, enhancing abnormal transaction detection and automatic blocking AI systems, and conducting system audits through global security professional agencies.

Additionally, Bithumb will provide 20,000 KRW compensation to all users who logged in during the incident period, offer zero-fee trading for all users for 7 days, and establish a "Customer Protection Fund" with a scale of 100 billion KRW to ensure the security of customer assets.

Li Lin Responds to Rumors: Not an Investor in LD or Garrett Gin, Did Not Reduce BTC or ETH Holdings During This Market Cycle

Huobi founder Li Lin stated in a post, "I am not an investor in LD or Garrett Gin, and did not reduce my Bitcoin or Ethereum holdings during this market cycle. I have been resting for many years, but almost every year I still need to clarify related rumors."

FWDI CIO: If Industry Faces Funding Shortage, Will Adopt Offensive Strategy and Integrate Other SOL Treasury Companies

According to Coindesk, Ryan Navi, Chief Investment Officer of the largest Solana treasury company Forward Industries (FWDI), stated that market mispricing is creating opportunities. Forward has no debt; if the industry faces a funding shortage, it will adopt an offensive strategy and integrate other SOL treasury companies.

FWDI holds nearly 7 million SOL, making it the listed company with the largest SOL reserves, more than the sum of its next three competitors.

Ryan Navi reiterated, "A leverage-free balance sheet is the true advantage in the crypto treasury market. While others are defending, Forward Industries will maintain an overweight position. The future will also be without leverage, without debt, and we view Solana as a long-term investment in strategic infrastructure, not short-term speculation."

Michael Saylor Again Posts Bitcoin Tracker Information, May Increase Bitcoin Holdings Next Week

MicroStrategy founder and executive chairman Michael Saylor posted information related to the Bitcoin Tracker on platform X again, writing "Orange Dots Matter.".

Based on previous patterns, MicroStrategy always discloses Bitcoin acquisition information the day after related messages are posted.

Major Unlocks for AVAX, APT, STRK, and Other Tokens This Week

Token Unlocks data shows that multiple cryptocurrency projects will undergo token unlocks this week.

CONX will unlock 1.32 million tokens on February 15, worth approximately $15.6 million, 1.56% of circulating supply;

AVAX will unlock 1.67 million tokens on February 11, worth approximately $15.2 million, 0.32% of circulating supply;

APT will unlock 11.31 million tokens on February 10, worth approximately $12.3 million, 0.69% of circulating supply;

STRK will unlock 127 million tokens on February 15, worth approximately $6.3 million, 4.61% of circulating supply;

SEI will unlock 55.56 million tokens on February 15, worth approximately $4.2 million, 1.03% of circulating supply;

MOVE will unlock 164 million tokens on February 9, worth approximately $3.8 million, 5.46% of circulating supply;

ME will unlock approximately 1.48 million tokens on February 9, worth approximately $1.48 million, 2.32% of circulating supply;

LINEA will unlock approximately 4.38 million tokens on February 10, worth approximately $4.38 million, 5.96% of circulating supply.

Market Dynamics

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This article explores the relationship between the cryptocurrency market and Forbes magazine cover figures, pointing out that market frenzies often peak when mainstream media pays attention. It analyzes the logic behind this phenomenon through multiple cases, including the experiences of crypto figures like CZ, SBF, and Michael Saylor.

Bloodbath in US Stocks, Bitcoin, and Silver: A Bizarre Global Asset Massacre

This article discusses the "liquidity black hole" style asset massacre experienced by global markets on February 6th, where multiple asset classes including US stocks, silver, and cryptocurrencies fell sharply simultaneously. Despite no obvious external black swan event, a liquidity crisis became the core reason for this market crash. The article analyzes the causes of this global market turmoil in detail from the perspectives of changes in US stocks, silver, cryptocurrencies, and the Japanese government bond market.

Darkest Hour for Crypto, Real Vision Founder: Hold Firmly, Buy the Dip Boldly

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Criptos en tendencia

Preguntas relacionadas

QWhat is the key content of the new virtual currency regulation issued by the People's Bank of China and seven other departments?

AThe new regulation explicitly states that virtual currencies do not have legal tender status and related business activities are illegal financial activities. It prohibits virtual currency trading and Real World Asset (RWA) tokenization activities within China. It also mandates that domestic entities cannot issue virtual currencies or conduct tokenization business overseas without approval from relevant departments.

QWhich tokens are scheduled for significant unlocks this week according to the article?

AAccording to the article, the tokens scheduled for significant unlocks this week are: CONX, AVAX, APT, STRK, SEI, MOVE, ME, and LINEA.

QWhat did the US state of Illinois propose regarding Bitcoin this week?

AThe US state of Illinois proposed the 'Community Bitcoin Reserve Act', which aims to establish a state-operated Bitcoin reserve program. The plan involves using multi-signature cold wallets for custody, with the first reserve named the Altgeld Bitcoin Reserve. The legislation stipulates that BTC in the reserve can only be traded or sold after new legislative authorization.

QWhat action did Michael Saylor hint at with his post 'Orange Dots Matter.'?

ABased on previous patterns, Michael Saylor's post 'Orange Dots Matter.' on the X platform, which included Bitcoin Tracker information, is a hint that his company, MicroStrategy, is likely to announce another purchase of Bitcoin the following day.

QWhat was Bithumb's response to the 'misissuance of 620,000 BTC' incident?

ABithumb announced a comprehensive compensation plan for customers affected by the incident. They promised to provide 110% special compensation to affected clients, estimated at a loss of about 10 billion KRW. Additionally, they will offer 20,000 KRW to all users who logged in during the incident period, provide zero-fee trading for all users for 7 days, and establish a 'Customer Protection Fund' with a scale of 100 billion KRW to ensure the safety of customer assets.

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