Crypto Morning Brief: New Virtual Currency Regulations Introduced, Major Unlocks for AVAX, APT, STRK, and Other Tokens This Week

marsbitОпубліковано о 2026-02-09Востаннє оновлено о 2026-02-09

Анотація

Cryptocurrency Daily Digest: Key regulatory and market developments occurred. China's central bank and seven other ministries jointly issued a notice explicitly banning all virtual currency transactions and Real World Asset (RWA) tokenization businesses, declaring such activities illegal financial operations. In other news, the White House will hold its next stablecoin policy meeting next Tuesday. Illinois proposed a state-operated Bitcoin reserve program. Michael Saylor hinted at potential Bitcoin purchases by MicroStrategy following his social media post. Significant token unlocks are scheduled this week: AVAX ($15.2M unlock on Feb 11), APT ($12.3M on Feb 10), STRK ($6.3M on Feb 15), among others. Additional updates include: 21Shares filed for an Ondo ETF, Bithumb announced full compensation for a major BTC distribution error, and Li Bin denied rumors about investment and token sales. The Nikkei 225 index surged 4%. Market analysts suggest potential consolidation among Solana treasury firms amid current conditions.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

Nikkei 225 Index surges 4.00% intraday, now at 56,437.40 points

Nikkei 225 Index surged 4.00% intraday, now at 56,437.40 points.

Crypto Journalist: Next White House Meeting on Stablecoin Revenue Scheduled for Next Tuesday

According to crypto journalist Eleanor Terrett, informed sources stated that the next round of White House discussions on stablecoin revenue is scheduled for next Tuesday. This meeting will still be held at the staff level, and this time bank representatives themselves will attend, along with industry association representatives.

Illinois Proposes "Community Bitcoin Reserve Act" This Week, Aims to Establish State-Operated Bitcoin Reserve Program

According to Bitcoincom News, the state of Illinois proposed the "Community Bitcoin Reserve Act" this week, aiming to establish a state-operated Bitcoin reserve program using multi-signature cold wallet custody, with the first reserve named Altgeld Bitcoin Reserve. The bill stipulates that BTC in the reserve can only be traded or sold after new legislative authorization.

Central Bank and Seven Other Departments Jointly Issue Notice: Comprehensive Ban on Virtual Currency Trading and RWA Tokenization Business

The People's Bank of China, jointly with seven other departments, issued the "Notice on Further Preventing and Disposing of Risks Related to Virtual Currency and Other Activities" (Yin Fa [2026] No. 42) today, clarifying that virtual currency does not have legal tender status and related business activities constitute illegal financial activities.

The notice prohibits virtual currency trading and Real World Asset (RWA) tokenization activities within China. Without approval from relevant departments, domestic entities are not allowed to issue virtual currency or conduct tokenization business overseas.

Financial institutions are prohibited from providing services for related activities, and internet companies are prohibited from providing online venues and promotional services. The notice requires strengthening risk monitoring and industry supervision, and cracking down on related illegal and criminal activities. This notice takes effect from the date of issuance, simultaneously repealing the 2021 relevant regulations.

Bloomberg Analyst: 21Shares Has Filed Ondo ETF Application

Bloomberg Senior ETF Analyst Eric Balchunas disclosed via a post that 21Shares has submitted an Ondo ETF application document.

ETH in Yi Lihua's On-Chain Address Completely Liquidated

According to Arkham data, the on-chain address associated with Yi Lihua transferred the final 534 ETH to Binance. The ETH in his on-chain address has been completely liquidated, currently holding only 0.165 ETH.

Bithumb: To Provide Full Compensation for Customers Affected by "Incorrectly Issuing 620,000 BTC" Incident

According to an official announcement, South Korean cryptocurrency exchange Bithumb released a comprehensive compensation plan for the "incorrect issuance of 620,000 BTC" incident that occurred on February 6th. Bithumb承诺 to provide affected customers with 110% special compensation, with estimated losses around 10 billion KRW.

The announcement stated that Bithumb will strengthen its internal control system, including upgrading the asset verification system, improving multi-level approval processes, enhancing abnormal transaction detection and automatic blocking AI systems, and conducting system audits through global security professional agencies.

Additionally, Bithumb will provide 20,000 KRW compensation to all users who logged in during the incident period, offer zero-fee trading for all users for 7 days, and establish a "Customer Protection Fund" with a scale of 100 billion KRW to ensure the security of customer assets.

Li Lin Responds to Rumors: Not an Investor in LD or Garrett Gin, Did Not Reduce BTC or ETH Holdings During This Market Cycle

Huobi founder Li Lin stated in a post, "I am not an investor in LD or Garrett Gin, and did not reduce my Bitcoin or Ethereum holdings during this market cycle. I have been resting for many years, but almost every year I still need to clarify related rumors."

FWDI CIO: If Industry Faces Funding Shortage, Will Adopt Offensive Strategy and Integrate Other SOL Treasury Companies

According to Coindesk, Ryan Navi, Chief Investment Officer of the largest Solana treasury company Forward Industries (FWDI), stated that market mispricing is creating opportunities. Forward has no debt; if the industry faces a funding shortage, it will adopt an offensive strategy and integrate other SOL treasury companies.

FWDI holds nearly 7 million SOL, making it the listed company with the largest SOL reserves, more than the sum of its next three competitors.

Ryan Navi reiterated, "A leverage-free balance sheet is the true advantage in the crypto treasury market. While others are defending, Forward Industries will maintain an overweight position. The future will also be without leverage, without debt, and we view Solana as a long-term investment in strategic infrastructure, not short-term speculation."

Michael Saylor Again Posts Bitcoin Tracker Information, May Increase Bitcoin Holdings Next Week

MicroStrategy founder and executive chairman Michael Saylor posted information related to the Bitcoin Tracker on platform X again, writing "Orange Dots Matter.".

Based on previous patterns, MicroStrategy always discloses Bitcoin acquisition information the day after related messages are posted.

Major Unlocks for AVAX, APT, STRK, and Other Tokens This Week

Token Unlocks data shows that multiple cryptocurrency projects will undergo token unlocks this week.

CONX will unlock 1.32 million tokens on February 15, worth approximately $15.6 million, 1.56% of circulating supply;

AVAX will unlock 1.67 million tokens on February 11, worth approximately $15.2 million, 0.32% of circulating supply;

APT will unlock 11.31 million tokens on February 10, worth approximately $12.3 million, 0.69% of circulating supply;

STRK will unlock 127 million tokens on February 15, worth approximately $6.3 million, 4.61% of circulating supply;

SEI will unlock 55.56 million tokens on February 15, worth approximately $4.2 million, 1.03% of circulating supply;

MOVE will unlock 164 million tokens on February 9, worth approximately $3.8 million, 5.46% of circulating supply;

ME will unlock approximately 1.48 million tokens on February 9, worth approximately $1.48 million, 2.32% of circulating supply;

LINEA will unlock approximately 4.38 million tokens on February 10, worth approximately $4.38 million, 5.96% of circulating supply.

Market Dynamics

Recommended Reading

Dialogue with Jeff Park: We Are in a Bear Market, Quantitative Easing No Longer Effective, Silver Will Crash Like Altcoins

This article explores the current changing trends in the Bitcoin market, fluctuations in the precious metals market, and the future direction of the Federal Reserve and fiscal policy. Through a dialogue format, it provides an in-depth analysis of the relationship between Bitcoin and the global economic environment, and introduces the concept of "positive correlation Bitcoin." The article also discusses the potential of Kevin Warsh as Fed Chair and the current situation and future of the silver market.

Interpreting MicroStrategy's Latest Earnings Report: After a $12.4 Billion Loss, How Long Can the Bitcoin Flywheel Keep Spinning?

This article analyzes the close relationship between MicroStrategy and Bitcoin. The earnings report shows its operating condition heavily relies on Bitcoin price fluctuations. Although its capital operations perform excellently, in the long run, a continuous decline in Bitcoin price may threaten its operational model.

Forbes Editorial, The Most Accurate Short Signal in Crypto?

This article explores the relationship between the cryptocurrency market and Forbes magazine cover figures, pointing out that market frenzies often peak when mainstream media pays attention. It analyzes the logic behind this phenomenon through multiple cases, including the experiences of crypto figures like CZ, SBF, and Michael Saylor.

Bloodbath in US Stocks, Bitcoin, and Silver: A Bizarre Global Asset Massacre

This article discusses the "liquidity black hole" style asset massacre experienced by global markets on February 6th, where multiple asset classes including US stocks, silver, and cryptocurrencies fell sharply simultaneously. Despite no obvious external black swan event, a liquidity crisis became the core reason for this market crash. The article analyzes the causes of this global market turmoil in detail from the perspectives of changes in US stocks, silver, cryptocurrencies, and the Japanese government bond market.

Darkest Hour for Crypto, Real Vision Founder: Hold Firmly, Buy the Dip Boldly

This article describes the current market being in a低迷 state, with investors普遍 feeling panic and confusion, but the author emphasizes holding firmly and buying the dip boldly. It highlights the advantages of long-term holding and分批加仓, pointing out that high market volatility is a price that must be accepted. The author is optimistic about the future market, believing the current market低迷 is a panic sell-off within a bull market, and plans to continue buying the dip on crypto assets.

Пов'язані питання

QWhat is the key content of the new virtual currency regulation issued by the People's Bank of China and seven other departments?

AThe new regulation explicitly states that virtual currencies do not have legal tender status and related business activities are illegal financial activities. It prohibits virtual currency trading and Real World Asset (RWA) tokenization activities within China. It also mandates that domestic entities cannot issue virtual currencies or conduct tokenization business overseas without approval from relevant departments.

QWhich tokens are scheduled for significant unlocks this week according to the article?

AAccording to the article, the tokens scheduled for significant unlocks this week are: CONX, AVAX, APT, STRK, SEI, MOVE, ME, and LINEA.

QWhat did the US state of Illinois propose regarding Bitcoin this week?

AThe US state of Illinois proposed the 'Community Bitcoin Reserve Act', which aims to establish a state-operated Bitcoin reserve program. The plan involves using multi-signature cold wallets for custody, with the first reserve named the Altgeld Bitcoin Reserve. The legislation stipulates that BTC in the reserve can only be traded or sold after new legislative authorization.

QWhat action did Michael Saylor hint at with his post 'Orange Dots Matter.'?

ABased on previous patterns, Michael Saylor's post 'Orange Dots Matter.' on the X platform, which included Bitcoin Tracker information, is a hint that his company, MicroStrategy, is likely to announce another purchase of Bitcoin the following day.

QWhat was Bithumb's response to the 'misissuance of 620,000 BTC' incident?

ABithumb announced a comprehensive compensation plan for customers affected by the incident. They promised to provide 110% special compensation to affected clients, estimated at a loss of about 10 billion KRW. Additionally, they will offer 20,000 KRW to all users who logged in during the incident period, provide zero-fee trading for all users for 7 days, and establish a 'Customer Protection Fund' with a scale of 100 billion KRW to ensure the safety of customer assets.

Пов'язані матеріали

The Value Distribution of Stablecoins

**Summary: The Value Distribution of Stablecoins** The article argues that stablecoins are evolving from mere trading tools into broader channels for dollar access. It divides the stablecoin ecosystem into four layers to analyze how value is distributed: 1. **Issuance Layer:** Mints stablecoins, holds reserve assets, and captures the spread between reserve yield and user costs (e.g., Tether, Circle). This layer currently earns the largest profit margin. 2. **Infrastructure Layer:** Connects stablecoins to the traditional financial system, handling fiat on/off-ramps, banking integration, compliance (KYC/AML), and asset management (e.g., Bridge, BVNK). This is the "unglamorous" but critical work, building the essential bridges between crypto and real-world finance. 3. **Acquiring/Distribution Layer:** Integrates stablecoins into merchant systems, manages payment flows, and provides enterprise financial software (e.g., Stripe, Coinbase). They act as the access point for businesses. 4. **Application Layer:** The end-users and businesses that ultimately use stablecoins for payments, settlements, or as a store of value. They benefit from convenience but have little pricing power. The core thesis is that while the issuance layer currently dominates profits, the often-overlooked **infrastructure layer holds significant long-term potential**. The real challenge and barrier to mass adoption is not the on-chain transfer of stablecoins (which is simple), but the complex "last mile" integration into existing business workflows, banking systems, and regulatory frameworks across different countries. Companies in this layer are currently in a "land grab" phase, investing heavily to build networks, secure bank partnerships, and establish compliance pathways. While their position is currently pressured by the profitable issuers above and distribution platforms below, the article suggests that if stablecoins become a default financial rail for businesses, the infrastructure providers who have done the hard work of integration will ultimately gain strong pricing power and become entrenched, essential players.

marsbit4 хв тому

The Value Distribution of Stablecoins

marsbit4 хв тому

The Value Distribution of Stablecoins

The Value Distribution of Stablecoins The article argues that stablecoins are evolving from a mere trading tool into a broad "dollar channel." It analyzes the industry's value chain through four layers: 1. **Issuance Layer (e.g., Tether, Circle):** The top layer that mints stablecoins, holds reserve assets, and captures the thickest interest rate spread. 2. **Infrastructure Layer (e.g., Bridge, BVNK):** Connects stablecoins to the traditional financial system, handling critical but complex "dirty work" like fiat on/off-ramps, banking integration, compliance (KYC/AML), and cross-border settlement. 3. **Acquiring/Distribution Layer (e.g., Stripe, Coinbase):** Embeds stablecoins into merchant systems, manages payment flows, and integrates with enterprise software. 4. **Application Layer:** End-users and businesses that ultimately use stablecoins for payments, settlement, or storing value. The author posits that while the issuance layer currently captures the most profit, the most overlooked and potentially critical layer is infrastructure. The core challenge for stablecoin adoption isn't the on-chain transfer (which is simple), but bridging the gap between blockchain and the real-world financial system. This involves solving practical problems for businesses: fiat conversion, reconciliation, tax handling, and user onboarding. Infrastructure companies are currently in a difficult "land-grab" phase—building networks, securing banking relationships, and achieving compliance country-by-country. They face pressure from both the profitable issuance layer above and distribution platforms below. However, the author suggests this layer is building a crucial moat. Once stablecoins become a default business rail, the infrastructure players who have done the hard work of integration may gain significant, durable value and pricing power.

链捕手8 хв тому

The Value Distribution of Stablecoins

链捕手8 хв тому

Why Is Nvidia Borrowing $20 Billion When It's Not Short of Cash?

Nvidia's recent announcement to issue at least $20 billion in senior notes, despite holding a strong cash position with over $48.6 billion in free cash flow last quarter, is not a sign of financial need. Instead, it represents a strategic move to leverage its high credit rating (recently upgraded to AA by S&P) to secure low-cost, long-term debt. This capital will support long-term AI infrastructure investments, data centers, R&D, supply chain prepayments, and strategic investments, while allowing the company to continue aggressive shareholder returns through stock buybacks and dividends. The decision reflects a mature capital management strategy: using debt to finance long-term growth assets is more efficient and less dilutive to shareholders than equity financing. It signals that Nvidia, like other tech giants (Alphabet, Meta, Amazon), is entering a new phase of heavy AI capital expenditure, shifting from a pure growth story to a story about capital allocation, credit strength, and long-term ecosystem positioning. The key question for investors is whether Nvidia can maintain its high cash flow generation and ensure that returns from these AI investments justify the cost of capital over the long term. The bond issuance amplifies its expansion capabilities but also ties its valuation more closely to the broader AI investment cycle's sustainability and profitability.

marsbit43 хв тому

Why Is Nvidia Borrowing $20 Billion When It's Not Short of Cash?

marsbit43 хв тому

Liberland Fires Tech Secretary After Alleged Blockchain And Website Takeover Attempt

Liberland's congress has voted to remove Technology Secretary Dorian Stern Vukotić, following a resolution accusing him of attempting to hijack the Liberland.org domain, removing administrative multisig protections, blocking the president from voting, and launching unauthorized tokens. The incident serves as a case study in blockchain governance, highlighting risks that go beyond smart contracts to include control over domains, admin keys, and off-chain authority. For the crypto industry, it underscores the need to scrutinize decentralization claims against operational realities, where a small group can still compromise governance. The story reflects a broader market shift where infrastructure security and governance are becoming as critical as price action. Editorial framing should treat the development as a verified information signal about governance risks, avoiding overstatement of Liberland's legal status and leaving room for follow-up evidence.

bitcoinist1 год тому

Liberland Fires Tech Secretary After Alleged Blockchain And Website Takeover Attempt

bitcoinist1 год тому

How to Do Research Well: Deliberately Practice the Real Skills That Matter

No one truly teaches you how to do research. You're often given a desk, a pre-selected problem, and vague instructions to "create something new." Consequently, many people reverse-engineer the job based on visible outputs—papers, posts, announcements—learning only how to *appear* like a researcher rather than how to *become* one. True research capability is built from stacking small, trainable skills, nearly all of which can be developed through deliberate practice. **Pick Your Own Problem:** Most researchers absorb problems from advisors or trends, lacking the underlying reasoning. Choosing a problem you genuinely care about, as John Schulman advises, leads to original work. Develop "taste" like a muscle: predict experiment outcomes, guess paper results from methods, and track which findings remain important over time. **Upgrade Your Inputs:** Relying on shared reading lists (arXiv hot lists, filtered group chats) leads to unoriginal conclusions. Undervalued old literature often holds crucial insights (e.g., MoE, LSTM, backpropagation). Richard Sutton's "The Bitter Lesson" or Claude Shannon's 1952 talk on creative thinking are more predictive than lengthy modern surveys. Breadth matters as much as depth: draw from neuroscience, mechanism design, hardware knowledge, and honest statistics. Read papers directly, especially appendices and limitations sections. **Write Everything Down:** As Paul Graham noted, writing exposes flaws in seemingly mature ideas. Writing is the cheapest defense against self-deception. Following Feynman's principle, Darwin programmatically wrote down facts contradicting his theory to combat memory bias. Maintain a detailed log of hypotheses, setups, predictions, results, and updated understandings. Reviewing past logs fosters essential humility.

marsbit2 год тому

How to Do Research Well: Deliberately Practice the Real Skills That Matter

marsbit2 год тому

Торгівля

Спот
Ф'ючерси

Популярні статті

Як купити APT

Ласкаво просимо до HTX.com! Ми зробили покупку Aptos (APT) простою та зручною. Дотримуйтесь нашої покрокової інструкції, щоб розпочати свою криптовалютну подорож.Крок 1: Створіть обліковий запис на HTXВикористовуйте свою електронну пошту або номер телефону, щоб зареєструвати обліковий запис на HTX безплатно. Пройдіть безпроблемну реєстрацію й отримайте доступ до всіх функцій.ЗареєструватисьКрок 2: Перейдіть до розділу Купити крипту і виберіть спосіб оплатиКредитна/дебетова картка: використовуйте вашу картку Visa або Mastercard, щоб миттєво купити Aptos (APT).Баланс: використовуйте кошти з балансу вашого рахунку HTX для безперешкодної торгівлі.Треті особи: ми додали популярні способи оплати, такі як Google Pay та Apple Pay, щоб підвищити зручність.P2P: Торгуйте безпосередньо з іншими користувачами на HTX.Позабіржова торгівля (OTC): ми пропонуємо індивідуальні послуги та конкурентні обмінні курси для трейдерів.Крок 3: Зберігайте свої Aptos (APT)Після придбання Aptos (APT) збережіть його у своєму обліковому записі на HTX. Крім того, ви можете відправити його в інше місце за допомогою блокчейн-переказу або використовувати його для торгівлі іншими криптовалютами.Крок 4: Торгівля Aptos (APT)Легко торгуйте Aptos (APT) на спотовому ринку HTX. Просто увійдіть до свого облікового запису, виберіть торгову пару, укладайте угоди та спостерігайте за ними в режимі реального часу. Ми пропонуємо зручний досвід як для початківців, так і для досвідчених трейдерів.

160 переглядів усьогоОпубліковано 2024.12.11Оновлено 2026.06.02

Як купити APT

Обговорення

Ласкаво просимо до спільноти HTX. Тут ви можете бути в курсі останніх подій розвитку платформи та отримати доступ до професійної ринкової інформації. Нижче представлені думки користувачів щодо ціни APT (APT).

活动图片