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

比推Pubblicato 2026-02-19Pubblicato ultima volta 2026-02-19

Introduzione

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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Domande pertinenti

QWhat were the key changes in Duan Yongping's investment portfolio in Q4 2025?

AIn Q4 2025, Duan Yongping significantly increased his holdings in NVIDIA, Pinduoduo, and Berkshire Hathaway. He also made small new investments in three AI-related companies. Meanwhile, he reduced his positions in Apple, Alibaba, and Occidental Petroleum.

QWhy did CZ unfollow the well-known KOL 'Enheng' on social media?

ACZ unfollowed the KOL 'Enheng' due to a series of controversial actions, including excessive flattery, which led to a breakdown in their previously beneficial relationship that had helped Enheng gain profits and prominence earlier in 2025.

QWhat investment strategy is suggested for a bear market according to the crypto KOLs discussed?

AThe suggested strategy for a bear market is to gradually dollar-cost average into Bitcoin (BTC) at appropriate price levels, emphasizing patience and long-term faith in its value rather than chasing uncertain projects.

QWhat is the World Liberty Forum (WLFI) and who were some notable attendees?

AThe World Liberty Forum is an invitation-only closed-door summit supported by the Trump family and hosted by the DeFi protocol World Liberty Financial (WLFI). Notable attendees included David Solomon (CEO of Goldman Sachs), Adena Friedman (Chair of Nasdaq), Brian Armstrong (Founder of Coinbase), and CZ (Binance).

QHow did the WLFI token perform following the announcement of the summit, and why?

AThe WLFI token increased by over 22% in 24 hours, likely influenced by the announcement of the high-profile summit and the attendance of prominent financial and crypto industry leaders.

Letture associate

KOL's Perspective: Why Is SOL Set to Rise from This Point?

**Summary: Why SOL is Positioned for Growth at This Level** The article argues that SOL is poised for an upward move from its current price point, citing several key factors. Primarily, SOL has just broken out of a 4-month consolidation phase. This breakout signals a return of risk appetite to the broader crypto market, as SOL is seen as a key indicator of overall crypto health. The token's ownership has reportedly shifted from short-term traders and tourists to long-term accumulators, leading to low volume. Any meaningful increase in trading activity could thus trigger significant upward momentum. Fundamental strengths include strong institutional adoption, integration with DeFi and RWAs (Real-World Assets), and the potential benefits from the Clarity Act. Despite its high volatility—having dropped 70% from its all-time high but still up 12x from its bear market low—SOL is highlighted as one of the few tokens from the last cycle to reach new highs. It boasts a robust ecosystem of applications, users, and protocols. Future catalysts include the expected influx of AI developers following the Miami Accelerate conference, which focused on AI on Solana. Furthermore, Solana is positioned as the premier chain for memecoin activity, a trend expected to continue and drive network usage and fees. The article concludes that recent price action reflects a healthy transfer to long-term holders, setting the stage for growth.

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KOL's Perspective: Why Is SOL Set to Rise from This Point?

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Those Pre-Bitcoin PoW Protocols Have Recently Been Reimplemented

This article details a recent surge in replicating pre-Bitcoin Proof-of-Work (PoW) protocols, specifically focusing on Hal Finney's 2004 RPOW (Reusable Proofs of Work). Within five days in May 2026, multiple independent builders in the Bitcoin/cypherpunk community launched projects inspired by this early electronic cash proposal. The initiative began with Fred Krueger's `rpow2.com`, a centralized but auditable system that replaced RPOW's original IBM 4758 hardware with Ed25519 signatures. Initially a faithful replica, it later adopted Bitcoin-like features (21M supply cap, difficulty adjustment) and a controversial 5.24% founder allocation. This sparked rapid forks, including `rpow4.com` which incorporated full Bitcoin parameters, a prediction market (`rpowmarket.com`), and a DEX (`rpow2swap.com`). Concurrently, Mike In Space created a prototype of Wei Dai's 1998 b-money proposal (`b-money.replit.app`), pushing the historical exploration even further back. The article contrasts these centralized, server-dependent experiments with Bitcoin's core innovation of decentralized, trustless consensus. It also highlights a parallel development: the `HASH` project on Ethereum, which uses smart contract hooks to enable a purely fair-launch, browser-mineable PoW token with 0% allocations to team or VCs. The collective activity is framed as a meme-driven, educational exploration of cypherpunk history rather than a serious financial movement, with all projects heavily disclaiming any investment value.

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Those Pre-Bitcoin PoW Protocols Have Recently Been Reimplemented

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South Korean Exchanges 'Battle' Regulators, Challenging the Boundaries of Enforcement and Legislation

South Korea's cryptocurrency industry is engaged in a rare, direct confrontation with regulators. The Financial Intelligence Unit (FIU), the primary anti-money laundering (AML) watchdog, has recently imposed heavy penalties on major exchanges like Upbit and Bithumb for alleged violations involving unregistered overseas VASPs and AML procedures. However, exchanges are now actively challenging these actions in court and through industry associations. In a significant shift, the Seoul Administrative Court ruled in favor of Upbit's operator, Dunamu, overturning part of an FIU-ordered business suspension. The court found the FIU's penalty criteria and justification insufficiently clear. Similarly, the court suspended the enforcement of a six-month business suspension against Bithumb pending a final ruling, citing potential irreversible harm to the exchange. Beyond legal battles, the industry is contesting proposed legislative amendments. The Digital Asset eXchange Alliance (DAXA) strongly opposes a draft rule that would mandate Suspicious Transaction Reports (STRs) for all crypto transfers over 10 million KRW (~$6,800). DAXA argues this "poison pill" clause violates legal principles and would overwhelm the STR system, increasing reports from 63,000 to an estimated 5.45 million annually for major exchanges, thereby crippling effective AML monitoring. This conflict highlights a structural tension in South Korea's crypto governance: comprehensive digital asset laws are still developing, while regulators rely heavily on AML enforcement. The industry's move from passive compliance to active legal and legislative challenges signifies a new phase, pressing for clearer rules and more proportionate enforcement. While short-term disputes may intensify, this clash could ultimately lead to a more mature and sustainable regulatory framework for South Korea's vibrant crypto market.

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Earnings Report, CLARITY Bill, and Warsh's Arrival: CRCL Faces Three Major Tests This Week

Circle (CRCL) faces three major tests this week that will significantly impact its stock price and valuation. First, on May 11, it will release its Q1 2026 earnings. Key metrics to watch are overall revenue and EPS, the proportion of revenue paid to distributors like Coinbase, and growth in non-interest income. The market also awaits Circle's stance on renegotiating its revenue-sharing contract with Coinbase, which expires in August. Second, on May 14, the U.S. Senate Banking Committee will vote on the CLARITY Act. This bill aims to establish a clear federal regulatory framework for digital assets. A recent compromise proposal would ban yield on static stablecoin reserves but allow rewards for active ones. Its passage, currently seen as likely by prediction markets, would be a major positive for the industry and Circle. Finally, on May 15, Kevin Warsh will succeed Jerome Powell as Federal Reserve Chair. Warsh's proposed policy of quantitative tightening combined with interest rate cuts could pose a short-term headwind for CRCL, as lower rates reduce Circle's primary revenue from USDC reserves. However, long-term prospects may improve as Warsh, a known crypto investor who opposes a Fed CBDC, is seen as potentially favorable to regulated private stablecoins like USDC.

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Earnings Report, CLARITY Bill, and Warsh's Arrival: CRCL Faces Three Major Tests This Week

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After 50x Storage Surge, Justin Sun Always Looks to the Next Decade

Sun Yuchen, known for his controversial stunts like a $30 million lunch with Warren Buffett (canceled due to a kidney stone) and eating a $6.2 million duct-taped banana, is often overshadowed by a significant fact: his decade-long track record of spotting major investment trends. In 2016, he famously advised young people to invest in Bitcoin, Nvidia, Tesla, and Tencent instead of buying property. A hypothetical $20,000 investment in Nvidia and Tesla from that list would now be worth over 50 million RMB. His latest major call was on November 6, 2025, predicting a "50x storage opportunity" tied to the AI boom, which materialized with Sandisk's stock surging nearly 50-fold by 2026. Looking ahead, Sun now focuses on the next frontier: Physical AI. He identifies four key areas: 1. **Embodied AI/Robotics**: He sees this reaching its "iPhone moment," with companies like UBTech and Galaxy General leading in commercialization. 2. **Drones**: Viewed as the first commercially viable form of Physical AI, revolutionizing sectors from warfare (e.g., AeroVironment's Switchblade) to logistics. 3. **Spatial Computing**: Beyond VR, it's about AI understanding physical space, a foundational technology for robotics and autonomous systems, exemplified by Apple's Vision Pro. 4. **Space Exploration**: After a 2025 suborbital flight with Blue Origin, Sun advocates for space as the ultimate frontier, discussing blockchain's potential role in space asset management and data transactions. His investment philosophy involves betting on entire, inevitable trends rather than single companies. For robotics, he sees Tesla (the body/manufacturer) and Nvidia (the brain/AI platform) as complementary plays. In defense drones, he highlights companies making tanks obsolete (AeroVironment) and those augmenting fighter jets (Kratos). For space, he participated in Blue Origin's flight and anticipates SpaceX's potential IPO to redefine the sector's valuation. Sun Yuchen's vision frames the next two decades not as a revolution in information flow (like the internet), but in the fundamental operation of the physical world through AI-powered robots, autonomous systems, and spatial intelligence, ultimately extending human and AI activity into space. While many still focus on conventional assets, he continues to look toward the next technological horizon.

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