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OpenMind and Circle have officially announced a strategic partnership to jointly launch the world's first payment infrastructure specifically designed for autonomous intelligent agents and real-world embodied AI. By deeply integrating Circle's USDC stablecoin with OpenMind's x402 protocol module, this collaboration enables robots and AI entities to achieve direct and autonomous payments for energy, services, and data in the physical world.Based on the collaboration between OpenMind and Circle, the FABRIC Foundation will accelerate the implementation and large-scale deployment from two main directions: Robot Birthplace and Acceleration of Adoption.The payment infrastructure provided by OpenMind + Circle offers machines an "economic brain," while the FABRIC Foundation is responsible for the entire closed-loop chain of "birth, production, operation, and evolution." The synergy among these three will jointly give rise to a true machine economy era—where robots are no longer mere tools, but independent economic entities with autonomous perception, decision-making, action, and payment capabilities. In the coming months, more real-world deployment cases (such as automatic charging stations) are worth continuous attention.

Bitcoin mining company Abundant Mines CEO Beau Turner disclosed that as the U.S. tax law restores full "Bonus Depreciation" policy in mid-2025, eligible Bitcoin mining equipment can now achieve a 100% tax deduction in the year of purchase.Turner pointed out that under the current tax framework, if investors directly hold mining hardware, they can immediately deduct the entire equipment cost as an expense, significantly reducing taxable income for the year. He stated that this has become "one of the most powerful tax strategies in the crypto industry." Reports indicate that as tax season approaches, changes in relevant tax policies are prompting the market to refocus on the asset allocation and tax planning value of Bitcoin mining.

Metaplanet CEO Simon Gerovich posted on the X platform, stating that the benefits of productivity booms are almost entirely flowing to the owners of computation and capital, rather than to workers or governments. He said, "Every company holding cash or bonds is extracting from a system where the tax base is disappearing, and the system's response will be to print money. This trend is accelerating."Simon Gerovich further emphasized that AI agents do not have bank accounts or brand loyalty, and when machines optimize the financial system, they will bypass traditional banking systems and payment networks, opting to use digital assets for transactions. When it comes to storing value, AI will not park in money market funds but will hold digital capital—especially Bitcoin. As the AI economy expands, digital assets may become the primary means of value storage in the machine age.

Bitcoin plummeted from $67,600 to around $64,700 on Sunday night, dropping over 4% within two hours. Other major cryptocurrencies also fell, with ETH down 5.77% to $1,861 in 24 hours, XRP down 6.42% to $1.33, and SOL down 8.3% to $77.6.According to CoinGlass heatmap data, approximately $360 million in long positions were liquidated within an hour.

Bitfinex released an analysis report indicating that the decline in inflation in the U.S. market and the rise in interest rate cut expectations provide psychological support for risk assets, but the cryptocurrency market is more likely to experience phase fluctuations rather than a one-sided trend.The expansion of the Federal Reserve's balance sheet reduces systemic liquidity risks, which historically tends to benefit scarce assets like Bitcoin. However, the current pace of liquidity recovery is relatively slow, and selling pressure on spot Bitcoin re-emerged earlier this week, with cumulative sell-offs reaching several billion dollars. Although the market's ability to absorb sell orders has improved compared to before, on-chain indicators show that the adjusted SOPR (Spent Output Profit Ratio) has dropped to the range of 0.92–0.94, reflecting that most cryptocurrencies are being transferred at a loss, indicating that structural pressure still exists.The current macro environment provides a certain liquidity buffer for the cryptocurrency market, but it is still insufficient to support a sustained bull market. Bitcoin has tactical rebound potential in the short term, while long-term structural upward movement requires clearer signals of declining inflation and sustained spot demand support.

According to CoinDesk, Bitcoin's price fluctuated on Thursday, rebounding to around $67,000 after briefly dropping to about $65,900, with market attention shifting to Trump's latest statements on trade and tariffs.He previously posted on Truth Social that the U.S. trade deficit has "decreased by 78%" due to tariffs imposed on other countries and companies, and expressed optimism about achieving a surplus for the first time in decades this year.Analysts believe that if expectations for tariffs rise, it could affect the inflation trajectory and reinforce market pricing for "higher rates for longer." In this scenario, the dollar typically strengthens, risk assets come under pressure, and cryptocurrencies like Bitcoin are also susceptible to changes in liquidity and interest rate expectations.Market views suggest that if the tariff narrative strengthens further and drives the dollar higher along with a tightening financial environment, Bitcoin's rebound momentum may struggle to sustain; however, if related statements fade into political noise, the crypto market may refocus on capital flows, leverage conditions, and key technical levels.

According to market news, as spot trading volume continues to shrink, leverage has become the main driving factor for short-term fluctuations. In the absence of "structural buying" (long-term funds that can absorb selling pressure), the market will experience sharp rises and falls on both the bullish and bearish sides.From a technical perspective, BTC has found support near its 200-week moving average, which historically has often been the location where bear market bottoms form. Wintermute believes that until clear signals re-emerge at the macro level, each rebound will be viewed as an opportunity to de-risk rather than a reason to chase prices higher. For crypto, the key to returning to an upward trajectory still depends on macro clarity. The 200-week moving average remains supportive, and there has been no structural damage to the market, which means that once macro uncertainty dissipates, the pace of recovery could be faster than current sentiment suggests. In the short term, we are in a range-bound, slightly downward state; the market is dominated by leverage, and the $70,000 level remains an important resistance point in the near term.

According to Jinshi News, the global market will welcome a "data bomb" week next week. The Federal Reserve will release the minutes of the January monetary policy meeting on Thursday at 03:00, from which the market will seek more clues about the interest rate cut path in 2026; the focus will be on the initial value of the U.S. fourth-quarter GDP and core PCE price index to be released on Friday at 21:30. As the Fed's preferred inflation indicator, if the PCE reading is higher than expected, it may affect the pace of policy easing this year.On the central bank front, several Federal Reserve officials will speak intensively, the Reserve Bank of Australia will release the meeting minutes, and the Reserve Bank of New Zealand will announce its interest rate decision. The market generally expects the Reserve Bank of New Zealand to remain unchanged, while the Reserve Bank of Australia may emphasize the risks of rising inflation. In terms of asset performance, spot gold maintains a high-level fluctuation, rebounding to close higher after a significant drop during the week; oil prices rose and then fell, with market rumors that OPEC+ may resume production increases in April; the dollar's movement has become a key variable, and if it does not hit a new low, it may maintain relative strength against the backdrop of the approaching tariff decision.Meanwhile, demand for U.S. Treasuries is heating up, which may trigger a new round of asset reallocation. In terms of major events, the Supreme Court of the United States will issue opinions on February 20, including rulings on Trump's "Day of Liberation" tariff policy. If the ruling is unfavorable, it may have a significant impact on related tariff measures and affect global trade and market sentiment.On the company level, the earnings season is coming to an end. Walmart will announce its fourth-quarter fiscal year performance.

According to Lookonchain, crypto investor Machi (@machibigbrother) has once again faced partial liquidation, with his account currently holding only about $92,000. Over the past 20 days, he has deposited a total of $3.19 million USDC into the Hyperliquid platform, but has lost it all. His current holdings include 1,689.6 ETH (approximately $3.28 million), with a liquidation price of $1,929.08.

QCP's analysis states that Bitcoin and Ethereum have rebounded from last week's lows, with the spot Bitcoin exchange-traded fund (ETF) recording a net inflow of $145 million yesterday, continuing the momentum of last Friday's $371 million inflow, indicating that institutional demand is cautiously returning. The spot Ethereum ETF also reversed its downward trend, recording a net inflow of $57 million yesterday after three consecutive days of net outflows. Meanwhile, Tom Lee's BitMine continues to increase its holdings in Ethereum, stabilizing market confidence in Ethereum.On the macro front, geopolitical tensions between the U.S. and Iran seem to have eased, while lower-than-expected employment data has led traders to anticipate a possible interest rate cut in March. The cryptocurrency fear and greed index remains in the extreme fear zone at 9, indicating that market sentiment is still fragile.

According to Jinshi reports, Fed's Harker stated that achieving a 2% inflation rate is crucial before any further adjustments to interest rates.

According to Jinshi, Goldman Sachs CEO Solomon stated that the current macroeconomic situation is very favorable for risk assets.

At the "Build and Scale in 2026" themed forum recently held by ChainCatcher in Hong Kong, Spark co-founder Sam MacPherson delivered a keynote speech on "The Growth Engine of DeFi," systematically explaining how Spark builds an integrated solution to address the fragmentation and inefficiency of on-chain capital markets by integrating savings, lending, and institutional-level capital allocation.Sam MacPherson pointed out that the current on-chain capital market still faces challenges of severe fragmentation and low capital utilization efficiency. Spark builds its growth engine through three core products: first, the all-chain savings account Spark Savings, which has managed over $2.75 billion in deposits, providing users with a safe and stable income entry; second, the lending protocol SparkLend, which focuses on blue-chip assets and captures value by reducing external protocol commissions and protocol fees; third, institutional lending in collaboration with the Anchorage custodian, seeking risk-adjusted returns between DeFi, CeFi, and traditional finance.He believes that the next phase of DeFi's growth will rely on integrated protocols that can seamlessly integrate multi-chain liquidity, provide institutional-level risk control, and possess sustainable token economic models. Spark is promoting the evolution of DeFi towards a more efficient and robust direction through its product matrix and ecosystem development.

Bitwise CEO Hunter Horsley stated in an interview with CNBC, "Bitcoin has seen a double-digit drop in a single day and is currently in a bear market, down nearly 30% year-to-date. As for the reasons, I believe the current crypto market is being swept up by the overall macro environment, with investors selling off all liquid assets. Gold is down, the Nasdaq 100 is down, and Amazon is also being sold off. Over the past few months, there have indeed been some internal factors in the crypto space, such as operational disruptions at certain offshore trading platforms, but at this moment, crypto assets are trading more in sync with other highly liquid assets. I feel that long-term holders are experiencing uncertainty; meanwhile, newly entering institutional investors feel they are encountering a 'second chance,' seeing prices they once thought they had missed forever. I believe we are currently in a transitional phase. Ultimately, crypto assets remain a relatively small asset class, and most investors have not truly allocated to them yet. Therefore, the overall long-term outlook is very solid; it is just currently experiencing fluctuations and reversals during this transitional period."

According to Antpool data, as the price of Bitcoin recently dipped to around $78,500, currently, the vast majority of Bitcoin miners, except for the latest generation of mining machines, are either operating at a loss or close to breakeven.Data shows that only the latest models, such as the Antminer S23 series, are still profitable, with the Antminer S23 Hydro generating a daily revenue of about $18.53 per unit; meanwhile, the earlier Antminer S21 series has seen its daily revenue drop to around $0.12, and the Whatsminer M63S is experiencing a daily loss of approximately $0.47.

Cobo & F2pool co-founder DiscusFish posted on X platform that Bitcoin has dropped nearly 15% this week. When the price of Bitcoin reaches $75,000, a mining machine with a power of 23.3 W/T will reach the breakeven point (i.e., shutdown price).

According to Jinshi News, Huatai Macro Research Report pointed out that on January 30, Beijing time, Trump announced the nomination of Kevin Warsh as the next Federal Reserve Chairman. After taking office, Warsh may promote a policy combination of "rate cuts + balance sheet reduction," and communication with the president may be smoother. However, the Trump administration's support for capital markets and liquidity will remain, and the overall orientation of monetary policy will still be loose. In the medium term, the independence of the Federal Reserve may be eroded, and the trend of the dollar's intrinsic value declining may not change.

Spark Protocol co-founder Sam MacPherson has confirmed attendance at the "Build and Scale in 2026" themed forum to be held in Hong Kong on February 10. This event is co-hosted by ChainCatcher, RootData, and Alibaba Cloud, and is one of the important side events of the Consensus HongKong conference.Spark Protocol is a decentralized lending market launched by MakerDAO, integrating direct lending features within MakerDAO. Through Spark, users can obtain DAI loans using assets such as ETH, stETH, and sDAI. This forum will focus on industry convergence trends, growth paths, and market opportunities in the new cycle, with in-depth discussions around key tracks such as RWA, stablecoins, AI, payments, and DeFi. The event aims to gather high-quality project parties, investment institutions, and developers from around the world to build a high-value industry network and jointly explore future opportunities and value potential in the Web3 ecosystem.Event registration: https://luma.com/md5v6b5z