Must-Watch Next Week|Double Whammy of Nonfarm Payrolls and CPI Data; Robinhood and Coinbase to Release Earnings (Feb 9-15)

marsbitPublicado a 2026-02-08Actualizado a 2026-02-08

Resumen

**Key Events to Watch (Feb 9-15):** The upcoming week is packed with significant events and announcements. Major economic data releases include the US Nonfarm Payrolls (Feb 11) and CPI inflation data (Feb 13), both of which are critical for market sentiment. In the crypto space, Robinhood and Coinbase will release their full-year 2025 financial reports on Feb 10 and Feb 12, respectively. MegaETH’s public mainnet launches on Feb 9, while Aztec enables token transfers on Feb 12 following a passed TGE proposal. Other notable events: CME Group introduces Cardano, Chainlink, and Stellar futures (Feb 9); the White House holds another stablecoin meeting (Feb 10); Consensus Hong Kong takes place (Feb 10–12); and Pendle initiates sPENDLE buybacks (Feb 9). Regulatory and tax developments include PayPal issuing crypto tax forms by Feb 15 per IRS rules, and a hearing in Nevada regarding Coinbase’s prediction markets. Several altcoins will be delisted from Binance on Feb 13.

Key Events Next Week

February 9

MegaETH: Public mainnet to launch on February 9;

February 10

White House to hold another stablecoin yield discussion meeting next Tuesday;

Robinhood to release full-year 2025 earnings report on February 10;

Consensus Hong Kong to be held in Hong Kong from February 10 to 12;

February 11

US to release January nonfarm payroll data at 21:30 on February 11;

February 12

Coinbase to release full-year 2025 financial performance report on February 12;

Aztec passes TGE plan proposal, token transfers to open on February 12;

February 13

US to release January CPI data at 21:30 on February 13;

From February 9 to February 15, more industry events worth watching are previewed below.

February 9

CME Group to launch Cardano, Chainlink, and Stellar futures on February 9

Odaily Planet Daily News: CME Group announced it will launch Cardano, Chainlink, and Stellar futures on February 9 to expand its crypto derivatives portfolio.

MegaETH: Public mainnet to launch on February 9

Odaily Planet Daily News: MegaETH officially announced on platform X that the public mainnet will officially launch on February 9, 2026.

Pendle: sPENDLE buyback scheduled to launch on February 9, first rewards to be distributed on February 13

Odaily Planet Daily News: Pendle announced on platform X that the sPENDLE buyback mechanism will officially launch on February 9. The first sPENDLE rewards will be distributed on February 13, calculated based on time-weighted accumulation starting from January 29, 2026, 00:00 UTC, including previously undistributed portions related to Pendle fee airdrops.

Prediction market Probable's first liquidity reward points to be distributed on February 9

Odaily Planet Daily News: BNB Chain prediction market Probable has launched a liquidity reward program, with the first liquidity reward points to be distributed on February 9.

February 10

White House to hold another stablecoin yield discussion meeting next Tuesday

Odaily Planet Daily News: Crypto journalist Eleanor Terrett posted on platform X that insiders revealed the next round of consultations between the White House and crypto institutions on stablecoin yields is scheduled for next Tuesday. The meeting will still involve banking staff, but this time, in addition to bank representatives, representatives from various industry associations will also attend.

The specific attendance list will be disclosed later.

Robinhood to release full-year 2025 earnings report on February 10

Odaily Planet Daily News: Nasdaq-listed Robinhood Markets announced it will release its Q4 and full-year 2025 financial earnings report after the US market closes on February 10, 2026. Chairman and CEO Vlad Tenev and incoming CFO Shiv Verma will host a live video conference call. Robinhood, headquartered in California, US, provides investors with trading services for stocks, options, futures (including event contracts), and cryptocurrencies. (Globenewswire)

Consensus Hong Kong to be held in Hong Kong from February 10 to 12

Odaily Planet Daily News: CoinDesk will host Consensus Hong Kong in Hong Kong from February 10 to 12, 2026.

Binance to delist RVV and YALA perpetual contracts on February 10, 2026

Odaily Planet Daily News: According to an official announcement, Binance Futures will automatically liquidate and settle the USDS-MRVVUSDT and YALAUSDT perpetual contracts at 09:00 (UTC) on February 10, 2026, and subsequently delist them. Starting from 08:00 (UTC) on February 10, 2026, users will be unable to place new orders for these contracts. Users are advised to close their positions before delisting to avoid automatic settlement.

Privacy RWA protocol PRIVA to launch trading on February 10,同步开启隐私协议公测

Odaily Planet Daily News: According to official news, privacy-driven RWA infrastructure PRIVA announced it will officially launch trading on February 10. Simultaneously, its core product, the Privacy Protocol, will also open for public beta testing.

February 11

US to release January nonfarm payroll data at 21:30 on February 11

Odaily Planet Daily News: On February 11 (Wednesday) at 21:30 Beijing Time: US January unemployment rate, seasonally adjusted nonfarm payrolls, average hourly earnings year-on-year/month-on-month, US 2025 nonfarm payroll benchmark revision final value (not seasonally adjusted).

February 12

Coinbase to release full-year 2025 financial performance report on February 12

Odaily Planet Daily News: Coinbase Global announced it will release its Q4 and full-year 2025 financial earnings after the US close on Thursday, February 12, 2026, and will hold a webcast at 2:30 PM Pacific Time that day to discuss its financial performance block. (Financial Times)

Aztec passes TGE plan proposal, token transfers to open on February 12

Odaily Planet Daily News: The Aztec community has completed voting and passed the AZTEC token TGE plan proposal. According to the proposal, tokens purchased through the CCA auction and Uniswap v4 liquidity pools, as well as all accumulated block rewards, will become transferable starting at 15:00 Beijing Time on February 12.

February 13

US to release January CPI data at 21:30 on February 13

Odaily Planet Daily News: On February 13 (Friday) at 21:30 Beijing Time: US January unadjusted CPI year-on-year, US January seasonally adjusted CPI month-on-month, US January seasonally adjusted core CPI month-on-month, US January unadjusted core CPI year-on-year.

Binance to delist ACA, CHESS, and 4 other tokens on February 13

Odaily Planet Daily News: According to an official announcement, Binance has decided to stop trading and delist the following tokens at 03:00 (UTC) on February 13, 2026: AcalaToken (ACA), Tranchess (CHESS), Streamr (DATA), dForce (DF), Aavegotchi (GHST), NKN (NKN). Related spot trading pairs will be removed, and services like trading bots and copy trading will also be stopped simultaneously. Withdrawal services will be supported until 03:00 (UTC) on April 13, 2026. (This flash news was AI-assisted)

February 14

FTX creditor representative Suni: FTX to begin payments on March 31, February 14 is the record date if KYC and relevant documents are completed

Odaily Planet Daily News: FTX creditor representative Sunil stated that FTX will begin payments on March 31. If you have completed KYC and relevant documents, February 14 is the record date. (Cointelegraph)

February 15

PayPal to send cryptocurrency tax forms to users by February 15 to comply with IRS regulations

Odaily Planet Daily News: PayPal officially announced it will provide free self-service tax filing services for its debit card users, including free filing of 2025 federal and state tax returns for US PayPal Debit Mastercard users. Additionally, according to PayPal's website information, cryptocurrencies on its platform require tax reporting. Starting from the 2025 tax year, the US Internal Revenue Service requires US digital asset brokers like PayPal to report gains from digital asset disposals on Form 1099-DA. If a user disposed of cryptocurrencies in their PayPal wallet, such as selling or exchanging, during the applicable tax year, PayPal will send the user the IRS tax Form 1099-DA by February 15.

Others (Specific time TBD)

Coinbase CLO: Hearing scheduled for next week regarding Nevada's attempt to block prediction market合约上线

Odaily Planet Daily News: Coinbase Chief Legal Officer Paul Grewal stated on platform X that the US Congress has granted the US Commodity Futures Trading Commission (CFTC) exclusive jurisdiction over the listing of relevant prediction market contracts. The latest news is that a hearing in Nevada federal court has been scheduled for next week, and he expressed gratitude to the relevant court for handling the matter. Paul Grewal previously stated that Nevada regulators attempted to unilaterally block the listing of any prediction market event contracts without giving Coinbase an opportunity to defend itself, and due process should at least include the right to a hearing.

Preguntas relacionadas

QWhat are the two major US economic data releases scheduled for the week of February 9-15, 2026, and when are they?

AThe two major US economic data releases are the January Nonfarm Payrolls data on February 11th at 21:30 (UTC+8) and the January CPI data on February 13th at 21:30 (UTC+8).

QWhich two trading platforms are set to release their full-year financial reports during this week?

ARobinhood is set to release its 2025 full-year financial report on February 10th, and Coinbase will release its 2025 full-year financial report on February 12th.

QWhat significant event for the cryptocurrency MegaETH is happening on February 9th?

AThe MegaETH public mainnet is scheduled to launch on February 9th, 2026.

QAccording to the article, what is the deadline for FTX creditors to have their KYC and documents completed to be eligible for the March 31st payment?

AThe record date for FTX creditors to have their KYC and relevant documents completed is February 14th to be eligible for the payment starting March 31st.

QWhich new futures products is the CME Group launching on February 9th?

AThe CME Group is launching futures for Cardano (ADA), Chainlink (LINK), and Stellar (XLM) on February 9th, 2026.

Lecturas Relacionadas

600 People, $66 Billion: The First Major Cash-Out in the Era of Large Models

The first systematic "big cash-out" of the AI era occurred in October 2025, when over 600 current and former OpenAI employees sold a total of $6.6 billion in shares via a secondary market. Approximately 75 individuals maxed out a $30 million per-person sale limit, while around 525 others cashed out an average of $8.3 million each. This event, exceeding the scale of any 2024 US IPO, functioned as a "shadow IPO." It marked a radical departure from the traditional Silicon Valley path of waiting for a public listing, instead allowing employees to convert equity to cash after just two years of tenure—a direct retention tool in a fiercely competitive talent market where rivals like Meta have offered packages worth hundreds of millions. This massive liquidity event presents a dual-edged sword for OpenAI. While it helps retain talent, it also risks triggering a brain drain as newly wealthy employees may depart. Furthermore, it creates a dilemma for those who sold: they forfeited potential future gains as the company's valuation soared from $400 billion to $852 billion within months. In stark contrast, employees at rival Anthropic demonstrated greater reluctance to sell during their own secondary offering. The financial narratives of the two labs also diverge sharply. OpenAI, while achieving over $20 billion in annualized revenue by 2025, faces massive projected losses (up to $14 billion in 2026), a long path to cash flow positivity, and significant revenue-sharing payments to Microsoft. Anthropic reports rapid revenue growth, improving gross margins, and a faster path to profitability. OpenAI's trajectory is thus balanced precariously between skyrocketing valuation based on funding narratives and the pressures of sustained financial losses post-cash-out. The event underscores that the AI race has evolved into a capital and human experiment, where immense wealth crystallizes the complex calculations of greed, fear, and ambition within the industry.

marsbitHace 4 min(s)

600 People, $66 Billion: The First Major Cash-Out in the Era of Large Models

marsbitHace 4 min(s)

NVIDIA Begins Adding Soap to the Bubble

NVIDIA is taking on a dual role: not just as a leading chip supplier, but as a massive capital allocator across the entire AI supply chain. In 2026, the company has committed over $40 billion in investments within five months, targeting everything from optical fiber manufacturing and data center operations to foundational AI model development. This investment spree, described as a systematic "sprinkler" approach, primarily funds companies that are major buyers of NVIDIA's own GPUs. Critics, including analysts from Goldman Sachs, label this a "circular revenue" loop—comparable to a supplier financing a customer to buy more of its products. A prominent example is NVIDIA's investment in OpenAI, which is expected to generate around $13 billion in revenue for NVIDIA, much of which may be reinvested back into OpenAI. While CEO Jensen Huang dismisses the "circular financing" critique as "absurd," arguing the investments are confidence votes in long-term generational shifts, some analysts express discomfort. They note that while investments in critical supply chain components like optics are strategically sound, funding new cloud providers like CoreWeave feels like "pre-paying for your own GPUs." The strategy carries significant risks. If the AI investment cycle turns, the market may question how much demand is genuine versus artificially sustained by NVIDIA's own balance sheet. Despite posting record-breaking earnings—$215.9 billion in annual revenue and $120 billion in net profit for FY2026—NVIDIA's stock fell after its report, signaling that "beating expectations" may no longer be enough to assure investors about the duration of the AI spending boom. The article concludes that while a bubble isn't necessarily a fraud, NVIDIA's actions resemble adding soap to a bubble—making it appear more robust and durable. This creates a complex scenario requiring extreme冷静 from investors to distinguish between real structural growth and financial engineering.

marsbitHace 21 min(s)

NVIDIA Begins Adding Soap to the Bubble

marsbitHace 21 min(s)

Short Positions Have Been Squeezed Out: Will the Next Leg of the U.S. Stock AI Rally Continue in Seoul?

"Short Squeeze Exhausted: Will the Next Leg of the AI Rally Continue in Seoul?" A Nomura report suggests the US AI stock rally, which saw the S&P 500 rise ~16.6% in 28 days largely driven by 10 key stocks, may be pausing. The fuel from short covering, CTA fund positioning, and volatility-control strategies is nearing its limit. For the rally to continue, new momentum from retail and sentiment-driven FOMO (Fear Of Missing Out) is needed. South Korea's market provided a potential answer on the very day the report was published. The KOSPI index surged 4.32%, triggering a buy-side circuit breaker, led by massive gains in chip giants SK Hynix (+11.98%) and Samsung. This surge is characterized by retail "hynix FOMO" and overseas funds precisely buying into AI themes via chip-focused ETFs, shifting from broad Korean market ETFs. The Korean rally is a high-beta extension of the US AI capital expenditure story, as major cloud providers plan massive infrastructure spending, directly benefiting memory chip leaders. However, this linkage also implies vulnerability. The sustainability of this next leg depends on whether US tech stocks correct, the trajectory of US inflation (with upcoming CPI data key), and geopolitical tensions around the Strait of Hormuz. Seoul has emerged as the new epicenter of the AI trade, but its fate remains tied to these broader macro and market dynamics.

marsbitHace 26 min(s)

Short Positions Have Been Squeezed Out: Will the Next Leg of the U.S. Stock AI Rally Continue in Seoul?

marsbitHace 26 min(s)

Trading

Spot
Futuros
活动图片