Must-Watch Next Week|White House to Convene Banks and Crypto Industry for CLARITY Talks; Strategy to Release Q4 Earnings (Feb 2-8)

marsbitPubblicato 2026-02-01Pubblicato ultima volta 2026-02-01

Introduzione

Next week (February 2-8) features several key events in crypto, finance, and policy. The White House will host a meeting with banking and crypto industry executives on February 2 to advance the stalled CLARITY Act, focusing on stablecoin regulation. Trump Media & Tech Group sets February 2 as the record date for its digital token distribution. Uniswap launches its token auction feature on the web app, while Rainbow Wallet begins a CCA auction for its RNBW token. ZAMA Pre-TGE认购 and Aster’s airdrop Phase 6 also start on February 2. On February 3, Australia’s central bank will release its interest rate decision, and CoinList begins the public sale for AC’s new project Flying Tulip (FT). Stable Protocol upgrades on February 4, making USDT0 the native gas token. February 5 sees the Bank of England and European Central Bank announcing rate decisions. Strategy will report Q4 2025 earnings, and Rainbow may conduct its TGE. YO Protocol opens claims for its genesis airdrop. The US releases January non-farm payroll data on February 6. Additionally, Berachain faces a February 6 deadline for certain VC refund rights. No major events are scheduled for February 7-8.

Key Events for Next Week

February 2

White House plans to convene a meeting with banking and crypto industry executives next Monday to advance progress on the CLARITY Act;

Trump Media & Technology Group: The record date for the digital token plan is February 2;

February 3

Reserve Bank of Australia to announce interest rate decision and monetary policy statement on February 3;

CoinList to launch public sale for AC's new project Flying Tulip (FT) in the early hours of February 3;

February 5

Bank of England and European Central Bank to announce interest rate decisions consecutively on February 5;

Strategy to release Q4 2025 earnings report on February 5;

February 6

US to release January non-farm payroll data;

From February 2 to February 8, more industry events worth watching are detailed below.

February 2

White House plans to convene a meeting with banking and crypto industry executives next Monday to advance progress on the CLARITY Act

Odaily Planet Daily News The White House plans to convene a meeting with banking and cryptocurrency industry executives next Monday in an attempt to find a path forward for the landmark crypto legislation, the CLARITY Act, which is currently deadlocked due to opposing positions between the two industries.

The report stated that the meeting will be chaired by the White House Crypto Committee, with executives from several industry associations invited to attend. The discussion will focus on how the bill regulates the interest and other earnings generated by dollar-pegged tokens (stablecoins) held by crypto companies for their clients. Analysis suggests this meeting may help ease disagreements between the banking and crypto industries on relevant clauses and also indicates the Trump administration's desire to push the bill forward quickly. (Reuters)

Trump Media & Technology Group: Digital Token Plan Record Date is February 2

Odaily Planet Daily News Trump Media & Technology Group announced that the record date for its recently announced digital token plan is February 2, 2026. After the record date, Trump Media will partner with Crypto.com to mint the digital tokens, display them on the blockchain, and custody these digital assets before distribution. More details regarding the specific process for the planned distribution of tokens to eligible shareholders on February 2 will be announced later. (Globenewswire)

Uniswap: Token Auction Feature to Launch on Web App on February 2

Odaily Planet Daily News Uniswap will launch an "Auctions" tab on the "Explore" page of its Web App on February 2. This feature supports the Continuous Clearing Auctions (CCA) protocol, allowing users to discover, bid on, and claim tokens directly in the interface. CCA is a permissionless protocol for Uniswap v4 designed to help projects conduct on-chain price discovery and bootstrap liquidity before tokens are widely traded.

Previously, in November 2025, Aztec raised $60 million through a CCA. Currently, CCA contracts are live on Ethereum, Unichain, Arbitrum, and Base.

ZAMA Pre-TGE Subscription to Begin on February 2

Odaily Planet Daily News The ZAMA Pre-TGE subscription will begin on February 2, offering participants who were not successful in the auction an opportunity to purchase ZAMA tokens at the auction settlement price, with a participation cap of $10,000. The token claim date is set for February 2.

Aster to Begin Phase 6 Airdrop on February 2

Odaily Planet Daily News According to an official announcement, the Aster Phase 6 airdrop, Convergence, will begin on February 2, 2026, and end on March 29, lasting 8 weeks. This phase allocates 0.8% of the total supply, approximately 64 million ASTER tokens, making it the phase with the lowest token emission. This airdrop phase features an optional 6-month lock-up period and a burn mechanism, and it is the final distribution based on trading activity. With the Aster Chain testnet running and the staking function in its final preparation stages, future emissions will shift to a staking-based distribution model.

Crypto Wallet Rainbow to Launch CCA Auction on Uniswap on February 2

Odaily Planet Daily News Crypto wallet Rainbow posted on X platform, stating it will launch a CCA mechanism auction on Uniswap on February 2. Anyone can participate in this auction, and 100% of the proceeds will automatically become on-chain liquidity for RNBW. More details will be announced later.

February 3

Reserve Bank of Australia to Announce Interest Rate Decision and Monetary Policy Statement on February 3

Odaily Planet Daily News Beijing Time February 3 (Tuesday) 11:30, 12:30: Reserve Bank of Australia announces interest rate decision and monetary policy statement; RBA Governor Michele Bullock holds monetary policy press conference.

CoinList to Launch Public Sale for AC's New Project Flying Tulip (FT) in the Early Hours of February 3

Odaily Planet Daily News Flying Tulip, a unified on-chain financial system founded by Sonic Labs founder Andre Cronje, will launch its token sale on CoinList. This public sale aims to raise $200 million, representing 20% of the total FT token supply (2 billion tokens), at a token price of $0.10, corresponding to an FDV of $1 billion. The public sale will begin at 00:00 Beijing Time on February 3 and end at 05:00 on February 7, with a minimum purchase amount of $100.

Tokens participating in this sale will be protected by a "Perpetual PUT" structure. Participants will receive FT NFTs containing a redemption right, allowing them to choose to hold, burn the tokens for a refund at the original price, or unlock the tokens for free trading (unlocking will forfeit the redemption right).

February 4

Stable to Upgrade on February 4, Upgrading USDT0 to Native Gas Token

Odaily Planet Daily News Stable will undergo a v1.2.0 mainnet protocol upgrade on February 4 at 16:00. This upgrade will see USDT0 replace gUSDT to become the native Gas token.

February 5

Bank of England and European Central Bank to Announce Interest Rate Decisions Consecutively on February 5

Odaily Planet Daily News Beijing Time February 5 (Thursday) 20:00, 20:30: Bank of England announces interest rate decision, meeting minutes, and Monetary Policy Report; Bank of England Governor Andrew Bailey holds monetary policy press conference;

Subsequently at 21:15, 21:45: European Central Bank announces interest rate decision; ECB President Christine Lagarde holds monetary policy press conference.

Strategy to Release Q4 2025 Earnings Report on February 5

Odaily Planet Daily News Bitcoin treasury company Strategy announced that it will release its Q4 2025 financial results after the close of US financial markets on Thursday, February 5, 2026, and will host a webcast at 5:00 PM Eastern Time to discuss the performance. The company currently holds 687,410 bitcoin, with a holdings value of approximately $66.47 billion. (Businesswire)

Rainbow TGE Likely on February 5, 2026

Odaily Planet Daily News Crypto wallet Rainbow released a video on the X platform, disclosing that its token RNBW is likely to undergo a TGE on February 5, 2026.

Previous news indicated that the Rainbow Foundation will become the largest single shareholder of Rainbow at TGE, holding 20% of the company's equity, so that token holders and shareholders can share the same benefits. This equity is held on behalf of every RNBW token holder.

YO Protocol Reveals Tokenomics: 8% Allocated to Genesis Airdrop, Airdrop Claims to Open on February 5

Odaily Planet Daily News YO Protocol announced the launch of its native governance token YO and released its tokenomics model. The total supply of YO is 1 billion tokens, allocated as follows: 30% for community growth and future rewards, 24% to core contributors, 21.5% for ecosystem development and strategic partnerships, 16.5% to early investors, and 8% for the genesis airdrop. Token airdrop claims will open on February 5. Eligible users can connect their Base network wallet to claim.

February 6

US to Release January Non-Farm Payroll Data

Odaily Planet Daily News Beijing Time February 6 (Friday) 21:30: US to release January unemployment rate, US January seasonally adjusted non-farm payrolls, US final benchmark revision for 2025 non-farm payrolls (not seasonally adjusted).

Berachain Granted Refund Rights to Some VCs, Deadline February 6

Odaily Planet Daily News Berachain granted special refund right terms to Brevan Howard's Nova Digital fund in its Series B round. This fund obtained the right to request a full refund within one year after TGE, with a deadline of February 6, 2026. Crypto lawyers suggest this may violate most-favored-nation clauses and SEC anti-fraud requirements. (Unchained)

February 7

None

February 8

None

Crypto di tendenza

Domande pertinenti

QWhat is the purpose of the White House meeting with banking and crypto industry executives on February 2nd?

AThe White House is convening the meeting to discuss the stalled CLARITY Act, specifically focusing on how the bill should regulate interest and other earnings from dollar-pegged stablecoins held by crypto companies for their clients, in an effort to find a path forward.

QWhich company is holding a token registration date on February 2nd for its digital token plan?

ATrump Media & Technology Group has set February 2nd as the record date for its recently announced digital token plan.

QOn which date and platform is the new project Flying Tulip (FT) public sale beginning?

AThe public sale for Flying Tulip (FT) begins on February 3rd on the CoinList platform.

QWhen will the company Strategy release its Q4 2025 financial results?

AStrategy will release its Q4 2025 financial results after the US market closes on February 5th.

QWhat significant US economic data is scheduled to be released on February 6th?

AThe US January nonfarm payrolls data, including the unemployment rate and the change in nonfarm payrolls, is scheduled to be released on February 6th.

Letture associate

Must-Watch Events Next Week|CLARITY Act Could Face Senate Vote; SpaceX, Circle to Report Earnings (8.3-8.9)

**Summary: Key Events and Developments to Watch (August 3-9)** The upcoming week is marked by significant financial disclosures, key legislative deadlines, and notable product updates. **Major Financial Events:** Several companies are scheduled to release their Q2 2026 earnings. American Bitcoin (ABTC) will report on August 3, followed by SpaceX and Hut 8 Mining Corp. on August 4, and Circle on August 5. Notably, a significant portion of SpaceX shares (up to 12% of total shares) will be unlocked on August 6 following their earnings release. **Key Legislative Deadline:** The U.S. Senate faces an August 7 deadline to secure 60 votes for the CLARITY Act, a bipartisan bill aiming to establish a federal regulatory framework for cryptocurrencies. The Senate may hold a full vote on the bill during the week. **Economic Data:** The U.S. July Non-Farm Payrolls report will be released on August 7, providing crucial labor market data. **Technology & Product Updates:** * **Shutdowns:** DeFi portfolio tracker Zapper and wallet app Ctrl Wallet will cease operations on August 3. * **Upgrades:** LayerZero will deprecate its v1 relayers on August 3. XRP Ledger's new version 3.3.0, featuring five new functions, is expected next week. * **AI:** Elon Musk announced that the advanced Grok 4.6 AI model is set for release around August 7. * **Bitcoin:** The BIP-110 forced signaling for a potential Bitcoin network change is scheduled to begin around August 8. **Other Notable Events:** Chinese robotics firm Unitree Tech has set its preliminary price inquiry for its IPO for August 5. South Korean exchange Upbit will delist AQT and AERGO tokens on August 3.

marsbit41 min fa

Must-Watch Events Next Week|CLARITY Act Could Face Senate Vote; SpaceX, Circle to Report Earnings (8.3-8.9)

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Stocks Are Plummeting More Sharply Than Cryptocurrencies. Where Has the Money Gone?

Stock Markets Plunge Deeper Than Cryptocurrencies: Where Did the Money Go? In late July, Seoul's Kospi index triggered circuit breakers for two consecutive days, plummeting over 40% from its June high. The collapse was led by heavyweight stocks like SK Hynix, whose record profits still disappointed investors, and devastating leveraged ETFs, with one major product losing over 83% of its value. This signaled a global, forced deleveraging targeting the most crowded trades. Interestingly, while stocks exhibited extreme volatility akin to crypto markets, Bitcoin rose nearly 15% in July after a prior steep drop. Analysis shows the money fleeing equities did not flow into Bitcoin. Instead, Bitcoin had already absorbed its sell-off in May-June, when U.S. spot Bitcoin ETFs saw historic outflows. The true safe-haven beneficiary was gold, whose price rose over 20% year-on-year, highlighting a decoupling between Bitcoin and gold as "digital gold." The sell-off was a targeted unwinding of leveraged positions in tech and semiconductors, accelerated by broker-dealer risk management and shifts in the AI narrative, including new competition from Chinese memory chipmakers. The retreat path was clear: from high-valuation tech stocks to cash and U.S. Treasuries, then to gold. For Bitcoin to attract sustained institutional inflows, conditions like eased global liquidity pressure, a "soft-landing" Fed rate cut, and U.S. regulatory clarity via legislation like the stalled CLARITY Act are needed. Currently, Bitcoin is not a safe haven but an already-cleared asset. Its low correlation with tech stocks, however, makes it a potential diversification play for institutional portfolios once the storm passes. The money isn't here yet, but the positioning is underway.

marsbit41 min fa

Stocks Are Plummeting More Sharply Than Cryptocurrencies. Where Has the Money Gone?

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In Conversation with Ray Dalio: We Are Currently in an AI Bubble, with 1% of My Portfolio in Bitcoin

Ray Dalio, founder of Bridgewater Associates, warns in an interview that the current AI boom shows classic bubble characteristics, which could lead to significant economic downturns as seen in past cycles like 1929 or 2000. He explains that speculative enthusiasm, fueled by debt and overvaluation, often precedes a crash when rising rates or taxation force asset sales, causing widespread losses and recession. Dalio also outlines his "Big Cycle" theory, describing an approximate 80-year pattern where widening wealth gaps, massive government deficits, and shifting geopolitical power (like China's rise) create internal conflict and global instability. He emphasizes that we are in a late-cycle, transitional phase where traditional powers like the US and UK face decline. For personal wealth protection, Dalio advises diversification beyond cash into assets like stocks, bonds, real estate, and particularly gold, which he prefers over Bitcoin. While he holds about 1% of his portfolio in Bitcoin as a non-printable hard asset, he views gold as more secure from technological or governmental threats. Regarding AI's impact, Dalio believes it will disproportionately benefit capital owners, worsening inequality by replacing both physical and cognitive labor. He suggests that human intuition and emotional intelligence, combined with AI, will be key for future workers. On taxation, Dalio argues that wealth taxes are impractical and risk triggering asset sell-offs, reducing productive investment. He points to the UK as a cautionary example of debt, low productivity, and political strife. Geopolitically, Dalio foresees a more regionalized world, with the US showing weakness in prolonged conflicts like with Iran, akin to past imperial declines. The ideal outcome, he suggests, is coexisting powerful blocs (e.g., Americas, China-Asia Pacific) without major war.

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In Conversation with Ray Dalio: We Are Currently in an AI Bubble, with 1% of My Portfolio in Bitcoin

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Daily 7.2 Trillion KRW: Foreign Capital's Record Net Buying on Friday! Wall Street Says Headwinds for Korean Stock Fund Flows Have Subsided

South Korean stock market sees a dramatic shift in fund flows. On July 31, foreign investors made a record net purchase of approximately KRW 7.2 trillion in KOSPI stocks, marking a fundamental reversal from the persistent large-scale net outflows seen in previous months. This contributed to a significant narrowing of foreign net selling in July to KRW 9.8 trillion, down sharply from KRW 48.4 trillion in June and KRW 44.5 trillion in May. Simultaneously, domestic institutional pressure eased. South Korean pension funds and asset managers turned to a net buying position in July, purchasing KRW 1.0 trillion worth of KOSPI shares, contrasting with net sales in May and June. Market volatility is expected to be dampened by new financial regulations. Effective July 31, the Financial Services Commission tightened access for retail investors to single-stock leveraged ETFs by raising the minimum cash deposit requirement. Trading volumes for these products subsequently dropped to about 50% of their monthly average. Citigroup Research maintains its year-end KOSPI target of 10,000 points. The firm cites several supportive factors: the substantial easing of headwinds from capital outflows, a robust fundamental outlook for the semiconductor sector, historically low market valuations, strong economic fundamentals, and the potential for policy support from financial authorities if needed.

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Daily 7.2 Trillion KRW: Foreign Capital's Record Net Buying on Friday! Wall Street Says Headwinds for Korean Stock Fund Flows Have Subsided

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