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

比推Опубліковано о 2026-02-19Востаннє оновлено о 2026-02-19

Анотація

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.

Twitter:https://twitter.com/BitpushNewsCN

BitPush TG Discussion Group:https://t.me/BitPushCommunity

BitPush TG Subscription: https://t.me/bitpush

Original link:https://www.bitpush.news/articles/7612948

Пов'язані питання

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.

Пов'язані матеріали

Ripple Gets Major Boost For Prime Brokerage Growth: $200M Debt Facility Announced

Ripple has secured a $200 million debt facility from Neuberger Specialty Finance to fuel the growth of its prime brokerage platform, Ripple Prime. The funds will enhance lending capacity and support margin financing for institutional clients operating in both traditional and digital markets. Ripple Prime, which emerged from Ripple's acquisition of Hidden Road, has reportedly tripled its revenue year-over-year. Neuberger's involvement highlights the platform's position at the intersection of traditional finance and fintech innovation. The announcement follows a recent investment-grade "BBB" issuer rating from Kroll, which noted the platform's scaling activities in exchange-traded derivatives and repo markets. Concurrently, Ripple's cryptocurrency XRP traded at $1.47, up 8% over the past month.

bitcoinist11 хв тому

Ripple Gets Major Boost For Prime Brokerage Growth: $200M Debt Facility Announced

bitcoinist11 хв тому

What Happens to Ethereum Developer Tools After the Grants Run Out?

On February 27th, the Ethereum Foundation (EF) announced Project Odin, a structured sustainability support program designed for a select group of strategic, previously grant-funded teams. Unlike a standard grant, Odin offers a long-term advisory mechanism focused on helping these teams establish credible, sustainable paths within a two-year framework, thereby reducing long-term dependence on single funding sources. The program addresses a critical post-grant challenge: how essential public goods, especially major developer tools, can achieve financial sustainability beyond initial funding. While grants from EF and programs like Gitcoin or RetroPGF remain vital for startups and research, they often fall short for mature, widely-used infrastructure. Tools like compilers, languages, and network stacks are deeply embedded but struggle with monetization, trapped between being too foundational to lose and too public to generate natural revenue. Project Odin provides teams with a dedicated Strategic Advisor to guide them through a three-phase process: 1) analyzing current funding and realistic options, 2) validating potential paths with stakeholders, and 3) executing plans, which may include crafting support contracts, service agreements, or other recurring revenue models. The first pilot participant is Vyper, a critical smart contract language for the EVM, highlighting the need for sustainable models for core infrastructure. The initiative reframes the public goods conversation from "who should be funded" to "how do already-proven teams avoid perpetual funding crises?" It encourages ecosystem participants—protocols and projects that depend on these tools—to view sustainable support not just as charity, but as essential risk management for their own operational supply chains.

marsbit21 хв тому

What Happens to Ethereum Developer Tools After the Grants Run Out?

marsbit21 хв тому

MARA Reports Q1 Revenue Below Expectations, Net Loss of $1.3 Billion, Stock Plunges After Hours

Bitcoin mining firm MARA Holdings reported disappointing Q1 2024 results, causing its stock to erase all daily gains and fall 3.44% in after-hours trading. Revenue dropped 18% year-over-year to $174.6 million, missing Wall Street estimates of $192.7 million. The company posted a net loss of $1.3 billion, a significant increase from a $533.4 million loss a year ago, primarily driven by unrealized losses on its holdings of 38,689 Bitcoin, which depreciated in value during the quarter. MARA also sold over 15,100 BTC in late March to repurchase debt at a discount. The broader mining environment remains challenging due to a 35% decline in Bitcoin's price from its all-time high and a nearly 30% increase in mining difficulty over the past year. MARA's market cap ranking among U.S. miners has slipped to seventh. Critically, the company announced a strategic pivot away from Bitcoin mining expansion. It stated it has no plans to purchase new mining equipment and is fully transitioning toward AI data centers. Its strategy involves retrofitting existing mining sites for AI and high-performance computing (HPC) and leveraging its recent $1.5 billion acquisition of Long Ridge Energy & Power, a gas-fired power plant and data center. This infrastructure could eventually support 600 MW of AI compute capacity, allowing MARA to redeploy up to 90% of its non-custodial mining power for AI and IT workloads.

marsbit22 хв тому

MARA Reports Q1 Revenue Below Expectations, Net Loss of $1.3 Billion, Stock Plunges After Hours

marsbit22 хв тому

The AI Investment Landscape Is Being Reshaped: Beyond the 'Magnificent Seven', What Opportunities Lie in the Semiconductor Supply Chain?

AI Investment Map is Reshaping: Opportunities Beyond the 'Magnificent Seven' Since ChatGPT ignited the AI wave, investment initially focused on the "Magnificent Seven" tech giants dominating cloud infrastructure. However, the rise of DeepSeek and debates on AI capital expenditure effectiveness are shifting this dynamic. Investors now recognize opportunities deeper in the supply chain—the companies providing the essential "picks and shovels." Early concerns about an AI investment "arms race" and potential low returns were partly alleviated by strong Q1 earnings from cloud providers, validating robust compute demand. This has highlighted a more certain investment thesis: regardless of which AI applications ultimately win, massive capital expenditure will first fuel demand for semiconductors and related components. This "pick-and-shovel" logic has driven semiconductor ETFs to record highs. Key beneficiaries include: * **Memory Chipmakers (e.g., SK Hynix, Samsung, Micron)**: High Bandwidth Memory (HBM) is a critical bottleneck for AI training. * **Photonics Companies**: Crucial for high-speed data transfer within AI data centers. * **The Broader "AI-11" Semiconductor Ecosystem**: This encompasses foundries & lithography (TSMC, ASML), logic & custom chips (AMD, Broadcom, Intel, Marvell), and enterprise storage (SanDisk, Western Digital). Every dollar of AI infrastructure spending flows through this chain. While the "Magnificent Seven" remain dominant in market size, their earnings growth premium over the rest of the S&P 500 ("S&P 493") is narrowing. Market attention and marginal investment are shifting towards the expanding semiconductor supply chain. The investment narrative is evolving from "betting on the ultimate AI winner" to "investing in the certainty of the infrastructure build-out." Understanding this shift from the demand side to the supply side is key to identifying future AI investment opportunities.

marsbit51 хв тому

The AI Investment Landscape Is Being Reshaped: Beyond the 'Magnificent Seven', What Opportunities Lie in the Semiconductor Supply Chain?

marsbit51 хв тому

As Circle, the First Stablecoin Stock, Resolves to Shed Its Label

Circle, the "stablecoin stock," reported its Q1 2026 results, showing a 20% YoY revenue increase to $694M despite a 15% drop in net profit due to post-IPO stock-based compensation and operational investments. The company's USDC stablecoin hit a record $770B in circulation with on-chain transaction volume soaring 263% YoY. However, market share slightly declined amid competition. The key market catalyst was the announcement of a $222M pre-sale for the ARC token of Circle's new institutional-focused Layer 1 blockchain, Arc, valuing the network at $30B. Led by a16z, the round included major investors like BlackRock and Apollo. CEO Jeremy Allaire positioned this as a strategic pivot from a stablecoin issuer to a broader internet platform and "financial OS" company. Circle also launched "Agent Stack" products for AI agent payments using USDC. While reaffirming its full-year 2026 guidance, the company noted the financial impact of Arc is not yet included, leaving room for future upside. Following the report, CRCL's stock surged nearly 16%. Wall Street analysts remain largely bullish on the long-term narrative, though some caution about near-term execution risks and the current immaterial contribution of new initiatives like Arc. The focus is now on Arc's mainnet launch, ARC token adoption, and evolving U.S. crypto regulation.

链捕手1 год тому

As Circle, the First Stablecoin Stock, Resolves to Shed Its Label

链捕手1 год тому

Торгівля

Спот
Ф'ючерси
活动图片