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

marsbitPubblicato 2026-02-08Pubblicato ultima volta 2026-02-08

Introduzione

**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.

Domande pertinenti

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.

Letture associate

Annual Salary of Millions Competing for Electricians, Meta Rushes to Open Its Own Technical School

The AI boom is facing an unexpected bottleneck: a severe shortage of skilled construction workers and electricians. As tech giants like Meta, OpenAI, and Alphabet race to build massive data centers—such as OpenAI's $16 billion "Stargate" project—they are hitting a critical labor wall. The U.S. needs an estimated 130,000 more electricians, 240,000 construction workers, and 150,000 supervisors by 2030 for AI infrastructure alone, but tens of thousands of electrician jobs go unfilled each year. While AI companies offer high premiums, with electricians earning up to $280,000 annually, worker scarcity still causes massive losses—delays on a single project can cost $14.2 million per month. The complexity of building AI data centers, which require immense power (equivalent to powering hundreds of thousands of homes), sophisticated electrical systems, and advanced liquid cooling solutions, demands highly skilled technicians who are in short supply. To combat this, companies are investing heavily in training. Meta has committed $115 million to a free training school offering tuition, housing, and stipends, targeting 5,000 new workers. OpenAI is partnering with unions to secure skilled labor. These efforts are paying off, with a significant rise in Gen Z interest in trade schools over college. However, the power demands are staggering. AI data centers are driving a rapid surge in electricity consumption, projected to account for up to 12% of U.S. power use by 2028 and raising costs for consumers. Furthermore, the construction boom is project-based, leading to a potential future glut of trained workers once building peaks, which could depress wages industry-wide. The race for AI supremacy now depends as much on skilled hands as on advanced chips.

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OpenAI No Longer Sells Its Most Expensive Model for Profit

OpenAI is shifting its business strategy away from promoting its most expensive, flagship models for every task. Recent price cuts—80% for GPT-5.6 Luna and 20% for Terra—signal a deeper change: the company now actively advises users that many tasks don't require the most powerful model. Instead, OpenAI recommends a tiered approach: use the high-end GPT-5.6 Sol for complex planning and analysis, then delegate execution to cheaper models like Luna. This mirrors moves by Anthropic, which recently launched Claude Opus 5 at half the price of its top model, Fable 5. Both companies are de-emphasizing flagship models as primary revenue drivers, using them instead for brand prestige and technological showcases. The industry is entering a "mass-market" phase, similar to automotive, where high-volume, cost-effective models handle daily operations and drive scale. OpenAI's price reductions are partly enabled by AI models themselves optimizing underlying code and infrastructure, creating a self-reinforcing cycle of efficiency gains and cost reduction. Competition is shifting from "who is smartest" to "who offers the best value." The goal is no longer selling individual models but fostering widespread API adoption and ecosystem lock-in. By making AI calls cheap and ubiquitous, companies like OpenAI aim to become the indispensable, utility-like infrastructure powering automated workflows—the "water and electricity" of software, quietly embedded everywhere.

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OpenAI No Longer Sells Its Most Expensive Model for Profit

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Will the Fed Definitely Raise Interest Rates in September? How Will Crypto and U.S. Stocks Withstand the Pressure?

The market's expectation for a September Fed rate hike surged dramatically in early August, jumping from under 50% to over 80% within a week. This shift followed a contentious July FOMC meeting, where a 9-3 vote to hold rates revealed growing dissent from hawkish members advocating for an immediate hike to combat persistent inflation. The primary catalyst for this repricing is rising oil prices, driven by renewed geopolitical tensions around the Strait of Hormuz, which threaten global supply. Energy costs directly influence inflation metrics, making the upcoming July CPI report (due August 12th) a critical data point. If it shows inflation reaccelerating, the probability of a September hike will solidify. For Bitcoin and crypto assets, this is typically bearish news. Bitcoin continues to behave as a high-beta, liquidity-sensitive risk asset. A rate hike raises the opportunity cost of holding non-yielding assets and could drive capital toward money markets, pressuring crypto prices in the short term. However, historical patterns suggest that if a hike is perceived as the end of a tightening cycle rather than the start, any negative price impact may be brief. U.S. stocks, particularly crypto-linked equities like Coinbase and growth-oriented tech stocks, are also vulnerable. Higher rates increase discount rates in valuation models, putting pressure on high-multiple companies. This coincides with a pivotal tech earnings season where investor focus has shifted from massive AI capital expenditure to tangible revenue and cash flow generation. Companies with negative cash flow and weak growth narratives could face heightened volatility if borrowing costs rise in September. In summary, a September Fed hike has evolved into a mainstream market scenario. Key factors to watch are oil prices, the July CPI report, and Fed communications, which will determine the final decision and its impact on volatile crypto and equity markets.

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