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Morgan Stanley Initiates Bitcoin Miner Coverage, Rates Cipher and TeraWulf Overweight, Marathon Underweight

Morgan Stanley has initiated coverage on major Bitcoin miners, framing them as infrastructure businesses rather than pure cryptocurrency plays. The bank assigned Overweight ratings to Cipher Mining and TeraWulf, citing their potential to transition into stable utility-like companies through long-term power contracts and site leasing—particularly to AI tenants. Cipher is seen as well-positioned for a potential “REIT endgame,” while TeraWulf’s management experience in power and infrastructure supports its positive outlook. In contrast, Marathon Digital received an Underweight rating due to its heavy dependence on Bitcoin price volatility, mining difficulty, and energy costs, making it a higher-risk investment. Morgan Stanley emphasizes that the infrastructure model offers more predictable income and deserves higher valuation multiples.

TheNewsCrypto02/10 07:10

Morgan Stanley Initiates Bitcoin Miner Coverage, Rates Cipher and TeraWulf Overweight, Marathon Underweight

TheNewsCrypto02/10 07:10

Here’s why SUI’s failure at $1 might be a sign of more downside for altcoin

Sui (SUI) has experienced significant price declines, dropping below the critical psychological support level of $1 amid a broader cryptocurrency market downturn influenced by Bitcoin's volatility. The failure to surpass the $1.02 resistance, which represents the 61.8% retracement level, signals a bearish trend continuation. SUI's long-term downward trajectory has been evident since it failed to break previous highs, with sustained selling pressure and capital outflows. Traders are targeting lower support levels around $0.788, with a further extension to $0.70. A move above $1.16 would invalidate the bearish outlook, but this is currently considered unlikely. Monitoring Bitcoin's price action is crucial due to its potential impact on SUI's volatility.

ambcrypto02/10 07:03

Here’s why SUI’s failure at $1 might be a sign of more downside for altcoin

ambcrypto02/10 07:03

Ark Invest Buys More Bullish as Stock Surges Over 16%

Cathie Wood's Ark Invest purchased an additional 57,164 shares of Bullish (estimated value $1.83 million) as the stock surged 16% amid a broader crypto equity rally. This follows a much larger acquisition of Bullish shares the previous Friday, while Ark simultaneously reduced its position in Coinbase. The moves reflect a strategy of selective capital rotation within the crypto sector rather than broad bets. The rally in crypto stocks occurred even as major digital assets like Bitcoin saw mixed price action, highlighting a growing trend where these equities are traded as a distinct asset class influenced by company-specific factors and broader equity sentiment.

TheNewsCrypto02/10 07:00

Ark Invest Buys More Bullish as Stock Surges Over 16%

TheNewsCrypto02/10 07:00

$55,000 Will Be Bitcoin's Make-or-Break Line

Bitcoin is currently testing a critical threshold at $55,000, which may determine the structural integrity of its four-year market cycle. Historical data shows diminishing peak-to-peak growth multiples: 15.9× (2013–2017), 3.5× (2017–2021), and a projected 1.8× for the current cycle (2021–2025). This compressed upside—coupled with a recent drawdown exceeding 44% from the anticipated peak of ~$126,000 to ~$60,000—threatens the sustainability of Bitcoin’s long-term growth model. A drop below $55,000 would imply a 56% retracement and break key technical supports, including the 3000-day trendline and the previous cycle’s all-time high of $69,000. Such a breach could signal the failure of the classic cycle model, where high volatility no longer justifies reduced returns. The market now faces three potential paths: glory (reduced volatility, stabilized growth), destruction (cycle model breakdown), or reset (new demand drivers like sovereign adoption or structural capital inflows). The outcome hinges on whether Bitcoin can hold above $55,000. If it fails, the historical cycle framework may be irreparably broken.

marsbit02/10 06:39

$55,000 Will Be Bitcoin's Make-or-Break Line

marsbit02/10 06:39

a16z: AI Can't Escape Advertising Either, Driven by Huge Monetization Pressure

The article discusses the inevitability of advertising as a monetization strategy for AI services, using OpenAI's recent announcement to introduce ads for free users as a key example. It argues that advertising is the most effective way to scale internet services to billions of users, as seen with platforms like Google and Facebook. Data shows consumer AI subscription conversion rates are low (5-10%), as most users employ AI for personal productivity tasks (e.g., writing emails, searching) rather than high-value activities like programming. While premium subscriptions work for heavy users, ads are necessary to achieve mass adoption. The author outlines several potential AI monetization models, including intent-based ads, contextual advertising, affiliate commerce, gaming, outcome-based bidding, subscriptions for entertainment/companion AI, and token-based pricing. The core thesis is that advertising, despite criticisms, funds widespread access to technology and will inevitably become central to AI business models.

marsbit02/10 06:21

a16z: AI Can't Escape Advertising Either, Driven by Huge Monetization Pressure

marsbit02/10 06:21

$70 Million for a Downtime: ai.com Crashes Immediately After Launch

A summary of the article titled "7,000 万美元买了个宕机：ai.com 上线即翻车". The article details the story behind the record-breaking $70 million purchase of the premium domain ai.com. The buyer was revealed to be Kris Marszalek, the co-founder and CEO of the cryptocurrency exchange Crypto.com, not an AI giant like OpenAI or xAI as previously speculated. This transaction, finalized in April 2025 and paid for in cryptocurrency, ended a years-long bidding war for the highly sought-after domain, which had previously been linked to both OpenAI and Elon Musk's xAI as a marketing tactic by its former owner. Following the purchase, Marszalek announced the launch of a new AI product on the domain, coinciding with the Super Bowl. The platform promised AI Agents that could perform tasks like stock trading and workflow automation. However, the highly anticipated launch was marred by technical issues, as the ai.com website experienced significant downtime and a "504" error within its first 48 hours of going live, leading to public criticism. The site was later restored, allowing users to register subdomains. The article concludes by contextualizing this extravagant purchase within a broader trend of crypto executives seeking mainstream legitimacy through high-profile investments. It cites other examples, including Aave's founder buying a multi-million-dollar mansion, Tether investing profits into various sectors, and Justin Sun acquiring hydroelectric power plants in Norway.

比推02/10 06:12

$70 Million for a Downtime: ai.com Crashes Immediately After Launch

比推02/10 06:12

Crypto Clarity At Standstill In Congress, Says Fed Governor On Market Structure Bill

Federal Reserve Governor Christopher Waller stated that progress on the crypto market structure bill, known as the CLARITY Act, has stalled in Congress due to disagreements over key issues. The main points of contention include stablecoin yield provisions and the Fed's proposed "skinny" master accounts. Crypto advocates argue that yield-bearing stablecoins promote adoption and competition, while banking groups oppose them, warning of potential deposit outflows from traditional banks. Additionally, the White House has scheduled a meeting to address tensions between crypto firms and banks. The Fed aims to propose regulations for skinny master accounts by the fourth quarter of this year.

bitcoinist02/10 06:02

Crypto Clarity At Standstill In Congress, Says Fed Governor On Market Structure Bill

bitcoinist02/10 06:02

Binance’s SAFU fund hits 10,455 BTC as $734M bet on Bitcoin grows

Binance is executing a major treasury migration, shifting its $1 billion Secure Asset Fund for Users (SAFU) from stablecoins to Bitcoin. On February 9, the exchange purchased an additional 4,225 BTC worth $299.6 million, bringing its total BTC holdings to 10,455 BTC valued at approximately $734 million. This represents 73.4% completion of its plan to convert the entire fund to Bitcoin within 30 days, a strategy designed to minimize market impact. Binance has committed to replenishing the fund if it falls below $800 million, providing strong downside support for BTC. This move signals a long-term vote of confidence in Bitcoin as the most reliable reserve asset, echoing a similar successful strategy in 2023. The purchases are occurring during a broader market dip, with BTC's high dominance indicating a flight to safety rather than a full market exit.

ambcrypto02/10 06:02

Binance’s SAFU fund hits 10,455 BTC as $734M bet on Bitcoin grows

ambcrypto02/10 06:02

XION Introduces On-Chain Email Verification With DKIM and ZK Modules

XION has introduced protocol-level DKIM and Zero-Knowledge (ZK) modules to enable truly trustless on-chain email verification. By storing email authentication keys directly on the blockchain, XION eliminates reliance on centralized DNS infrastructure, preventing issues like broken proofs due to key rotation. The system currently supports Gmail and Apple Mail, covering over 90% of global email users. The ZK Module allows zero-knowledge proofs to be verified directly on-chain, improving efficiency and enabling users to prove facts from emails—such as employment status or credentials—without revealing personal data. Use cases include anonymous whistleblowing, seedless wallet recovery, private credential verification, and automated ticket resale. This development aims to transform email into a universal, secure trust layer for the internet, supporting broader adoption of verifiable and private digital interactions. Over 150 brands are already building on XION’s expanded verification infrastructure.

TheNewsCrypto02/10 05:40

XION Introduces On-Chain Email Verification With DKIM and ZK Modules

TheNewsCrypto02/10 05:40

Ethereum Repricing: From Rollup-Centric to the 'Security Settlement Layer'

Ethereum is undergoing a fundamental strategic shift, moving from a "Rollup-Centric" scaling vision to establishing itself as a global "Security Settlement Layer." This pivot, highlighted by Vitalik Buterin's recent reflections, acknowledges the slower-than-expected decentralization of Layer 2s (L2s) and the increasing throughput capacity of the Ethereum mainnet (L1) itself. The core change is a new "L1-first paradigm." L1 will focus on providing the highest levels of security, censorship resistance, and finality, while L2s evolve into a spectrum of networks offering differentiated services (e.g., privacy, AI). This redefines Ethereum's value proposition: its core asset is no longer just transaction throughput ("traffic") but its unparalleled "settlement sovereignty." This shift necessitates a complete recalibration of Ethereum's valuation framework. Traditional corporate models (like P/E ratios) are a category error, as Ethereum is a neutral infrastructure that often prioritizes lower fees and ecosystem growth over protocol revenue. A new model is proposed, weighting four value quadrants: 1. **Security Settlement Layer (45% weight):** ETH's value as a credibly neutral, global settlement base. Priced via validator economics and staking DCF models. 2. **Monetary Property (35%):** ETH's role as the native currency for on-chain finance (stablecoins, DeFi, RWA). Valued using a layered monetary demand model. 3. Platform/Network Effects (10%): Growth optionality from ecosystem expansion, measured by a trust-adjusted Metcalfe model. 4. Protocol Revenue (10%): A cash flow floor during bear markets, valued via P/S and fee yield models. An external "state adaptation" mechanism is suggested to dynamically adjust these weights based on macro conditions, market structure, and on-chain sentiment. Furthermore, the path towards institutionalization—through staking ETFs and using ETH for settlement—could create a "second curve" of demand, transforming ETH from a speculative asset into a yield-bearing, utility-based infrastructure asset. In conclusion, the current market downturn represents not a collapse in value but a "migration of the pricing anchor" towards Ethereum's core structural value as the world's premier security settlement layer.

marsbit02/10 05:37

Ethereum Repricing: From Rollup-Centric to the 'Security Settlement Layer'

marsbit02/10 05:37

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