move

According to BBX data, yesterday global listed companies showed a trend of transitioning from "opportunistic buying" to "standardized automatic execution" in their crypto treasury allocations:$150 million allocation: Robinhood (NASDAQ: $HOOD) board approved a $150 million BTC/ETH mixed purchase plan today. The company clearly stated that it will leverage the liquidity advantage of its proprietary trading platform to complete the position within the next 30 days, aiming to optimize the long-term purchasing power of the company's idle cash.92% output retention: Iris Energy (NASDAQ: $IREN) disclosed its operational data for the first quarter of 2026, revealing that its Bitcoin output retention rate reached 92% yesterday, and announced plans to acquire an additional 800 BTC using renewable energy power premiums, aiming to align the company's asset structure more closely with "hard assets."40% net asset ratio: Meitu (1357.HK) financial report shows that the fair value of its held crypto assets has accounted for 40% of its total net assets. The company announced that it will continue to implement the "profit-to-coin" plan, continuously investing 20% of its annual business net profit into Bitcoin reserves.300 BTC energy arbitrage: Aker ASA (Seetee) disclosed that through its industrial energy arbitrage project in Norway, it converted surplus electricity into a holding of 300 BTC again yesterday. This giant is continuously diluting its fiat currency debt risk through a closed loop of "energy-computing-assets."$5 million standard configuration: Wolfspeed (NYSE: $WOLF) board passed a resolution to approve $5 million in Bitcoin as a long-term treasury reserve for the first time. This further validates that the semiconductor and high-tech manufacturing industries are beginning to view BTC as a "standard component" for financial health.

Coindesk analyst Omkar Godbole stated that Bloomberg has reaffirmed its prediction: Bitcoin could drop to $10,000------a price level not seen since mid-2020. Industry observers believe this prediction is overly absurd.However, on the largest crypto options trading platform Deribit, about $800 million in open positions are concentrated on $20,000 put options, betting that the price will fall below that level. This is the fourth most popular bearish bet on the platform. This indicates that some traders are preparing for a possible crash. But Deribit stated that not all positions are direct bets against a price crash.Deribit’s Global Retail Sales Head Sidrah Fariq said, "Most positions are more like selling put options rather than directional long hedges. Traders often sell out-of-the-money put options because the probability of reaching those levels is low." Meanwhile, Bitcoin has shown remarkable resilience, maintaining around $70,000 even as crude oil prices rebounded, pushing benchmark oil prices close to $100 in the early session, shaking traditional markets. Ethereum, XRP, and SOL have also remained strong, while HYPE tokens rose about 10% within 24 hours.Analysts say that excessive leverage is being cleared from the Bitcoin market, paving the way for price increases. Diana Pires, Vice President of Sales at crypto platform sFOX, stated in an email, "From a market structure perspective, this consolidation could be constructive, as reducing leveraged positions often lays a more stable foundation for the next wave of movement once clearer macro catalysts emerge."

The infrastructure developer behind Optimism, OP Labs, announced the layoff of 20 employees, accounting for approximately 19.6% of the total team. Jing Wang, co-founder of Optimism and CEO of OP Labs, stated in an internal letter that the layoffs are not due to financial pressure, as the company currently has sufficient funds and years of cash flow reserves. This move aims to "streamline operations, accelerate decision-making, and reduce collaboration costs."Currently, Optimism is undergoing a transformation. Last month, Base, the largest chain in the OP Stack ecosystem, announced a shift to a self-developed unified tech stack, which raised market concerns about Optimism's long-term sustainability, leading to a roughly 37% drop in the price of OP tokens over the past 30 days. Despite the challenges, OP Labs has established a roadmap for 2026, focusing on faster block times, native interoperability, custom compliance controls, and a zero-knowledge proof (ZK Proof) system aligned with the Ethereum roadmap. Additionally, OP token holders had previously voted to allocate 50% of Superchain sequencer revenue for token buybacks.

Larry Fink, CEO of BlackRock, stated that there are numerous intermediaries in the financial services sector. There are lengthy settlement periods and cumbersome processes. If every asset could be digitized, allowing for a seamless transition from cash or stablecoins in digital wallets to stocks or bonds, it would significantly reduce friction costs and transaction costs.Currently, there is $4.1 trillion in global digital wallets. If they want to invest in bonds, stocks, or engage in real estate transactions, they must transfer funds from digital wallets to traditional wallets, which involves various commissions and fees. The idea of tokenizing all assets (including eventual real estate) is to greatly reduce these friction costs, making investments easier and simpler. It will enable a more freely flowing investment process.

Byreal stated that it is committed to becoming a decentralized exchange native to Agents, believing that the next generation of market participants will not all be human, and the protocol needs to be built for AI Agents.Byreal also open-sourced byreal-cli, the first DeFi tool in the AI Agent Skills ecosystem that supports strategy replication, allowing Agents to autonomously execute on-chain trades, manage positions, and replicate top users' LP strategies.

According to Arkham data, at 06:19, 10 million MOVE (worth approximately 2.21 million USD) was transferred from Movement Network to Null Address.

Gate CBO Kevin Lee recently published an article titled "War, War Never Changes... How Will the Macro Market Move?" regarding the recent situation in the Middle East. He pointed out that geopolitical conflicts themselves do not alter the fundamental operating logic of the market; what truly determines the medium-term direction of assets is the impact of the prolonged conflict on the inflation path and changes in central bank policy orientation.Kevin stated that within hours to days after the outbreak of conflict, crude oil typically experiences significant volatility first, as the market prices in the tail risk of supply disruptions; gold then activates, serving both as a safe haven and an inflation hedge; the stock market faces short-term pressure, with VIX rising rapidly and significant sector divergence.As the situation progresses from several days to two weeks, if energy supply is not continuously damaged, oil prices and risk premiums often retrace, and stocks and crypto assets rebound with the recovery of risk sentiment; however, if high oil prices persist for an extended period, inflation expectations will be systematically elevated, shifting the asset pricing logic from a trading perspective to a macro perspective.The article further emphasizes that what truly changes the trend is not the market reaction on the day of the conflict but the inflation data and policy expectations that gradually emerge weeks later. Over a longer cycle, the market will reprice around the evolution path of inflation, the credibility of monetary policy, and the economic growth outlook. Historical experience repeatedly proves that in high-uncertainty environments, emotional decision-making often comes at a high cost; understanding the transmission sequence and respecting cyclical patterns are key to navigating volatility.

According to the official page, OpenClaw has removed the content related to "recommended model provider Venice" from the documentation.Previously, Venice founder Erik Voorhees tweeted that Venice had become the recommended model provider for OpenClaw.

According to the token unlock data from the crypto asset data platform RootData, Movement (MOVE) will unlock approximately 17.674 million tokens on March 9th at 11:00 AM Beijing time, worth about 3.8 million USD.

According to The Block, the Federal Reserve recently announced a proposal to permanently remove the consideration of reputational risk factors from the banking regulatory framework, and has opened a 60-day public comment period.The proposal aims to ensure that banking regulatory decisions are based solely on substantive financial risks, preventing banks from refusing services due to customers' political views, religious beliefs, or involvement in legal but sensitive industries.Federal Reserve Vice Chair Michelle W. Bowman stated that there have been multiple cases of de-banking, and such discriminatory practices should not exist within the Federal Reserve's regulatory framework. Senator Cynthia Lummis welcomed the proposal, stating that this move will help the U.S. become a global hub for digital assets.

Binance leverage will remove the following leveraged tokens and trading pairs on February 26 at 14:00.Cross-margin trading pairs: POL/USDC, ALCX/USDT, SAPIEN/USDC, PNUT/USDC, ARKM/USDC, OPEN/USDC, CKB/USDC, HOLO/USDC, FIL/BTC, BROCCOLI714/USDC;Isolated-margin trading pairs: POL/USDC, ALCX/USDT, SAPIEN/USDC, PNUT/USDC, ARKM/USDC, OPEN/USDC, CKB/USDC, HOLO/USDC, FIL/BTC.

According to tracking data from the Web3 asset data platform RootData X, in the past 7 days, the currency market Echelon Market based on the Move language has been the project with the most new followers among X (Twitter) top personalities. New influential figures following this project include CryptoMaid (@maid_crypto), Little Catcher CHAOS (@iamyourchaos), and Chinese Web3 KOL Calman (@CalmanBTC).In addition, the projects with the most followers among X top personalities also include The TIE and PRED.

Blockworks researcher Kunal Doshi posted on the X platform that Polymarket's newly launched 5-minute BTC market has generated $25.2 million in trading volume within 40 hours of its launch. The average trading volume per window is approximately $52,000, reaching 10% to 20% of the 15-minute market's trading volume.Data shows that 7.1% of unique addresses simultaneously purchased Yes and No in a single window, with only 4.2% of addresses executing this in more than 50 windows. Although the number of such addresses is small, their trading volume accounts for 7.5% of the total, and the number of trades represents 23.4% of the total. Among these, 92.6% of the orders are buy orders, and 72.3% are executed as limit orders.These addresses achieved profitability in 80% of the windows, with the median transaction price for Yes and No at $0.9823. Currently, the market is exhibiting early arbitrage behavior, and if structural liquidity is introduced, the trading volume in the 5-minute market is expected to exceed that of the 15-minute market.

Deribit Chief Commercial Officer Jean-David Péquignot stated at the Consensus HK conference that the long-term upward trend of Bitcoin has currently been disrupted, and it is difficult to repair the technical upward structure before the price reclaims $85,000.Recently, Bitcoin's price has mainly been operating in the range of $60,000 to $70,000, a decline of about 45% from last year's historical high, and it may record a fourth consecutive week of decline. If Bitcoin breaks through $85,000 again, it would mean that buyers have basically absorbed the supply that previously suppressed the market and regained market dominance. At this stage, traders generally view the range of $58,000 to $60,000 as the key ultimate support area for this adjustment cycle.

According to Binance spot market data, the market has experienced significant fluctuations. MOVE has dropped by 22.26% in the last 24 hours, while TREE has risen by 7.05%, reaching a new high for today.At the same time, GLM has reached a new high for the week, with an increase of 5.67%. Additionally, ICP and LRC have both hit new lows for today, with declines of 5.22% and 14.25%, respectively. Among other tokens, ATM and C98 have experienced slight declines over 5 minutes and a "pullback" state, while RAD and CITY have also shown a "pullback" state, with declines of 13.1% and 10%, respectively.

At the "Build and Scale in 2026" themed forum held by ChainCatcher in Hong Kong, Michael, co-founder & CEO of the ZK verifiable computing platform Brevis, delivered a keynote speech on "The Infinite Computing Layer Where Everything Can Be Computed," sharing how ZK technology is driving a fundamental transformation in the blockchain computing paradigm.Michael pointed out that the current on-chain computing costs are high and the speed is slow. The "verifiable computing" paradigm proposed by Brevis can offload heavy computations to off-chain, requiring only low-cost verification on-chain, achieving decoupling of computation and verification while supporting privacy protection scenarios.The speech showcased the performance breakthroughs of Brevis's core product, Pico ZKVM: its latest generation, Pico Prism, can complete Ethereum block proofs in an average of 6.9 seconds, with 99.6% of blocks completed within 12 seconds, achieving real-time proof (RTP) for Ethereum for the first time. Currently, Pico ZKVM, as an "on-chain ZK data co-processor," has been applied in various scenarios such as privacy-preserving incentive distribution, high-performance DeFi, and trustless on-chain data computation, providing Rust programming support for developers with zero ZK development experience.Michael predicts that in the next 10 years, 99% of blockchain computing will occur off-chain, verified through ZK proofs. Brevis is driving this process through its verifiable computing infrastructure.

According to the official announcement, Binance leverage will remove the following leveraged trading pairs on February 13, 2026, at 14:00 (UTC+8):Cross-margin trading pairs: QNT/BTC, GRT/BTC, CFX/BTC, IOTA/BTC, ROSE/BTC, THETA/BTC, SAND/BTC, RUNE/BTC, ALGO/BTC, LPT/BTC;Isolated-margin trading pairs: QNT/BTC, GRT/BTC, CFX/BTC, IOTA/BTC, ROSE/BTC, THETA/BTC, SAND/BTC, RUNE/BTC, ALGO/BTC, LPT/BTC.

Coinbase Chief Legal Officer Paul Grewal stated on the X platform that the U.S. Congress has granted the Commodity Futures Trading Commission (CFTC) exclusive jurisdiction over the launch of related prediction market contracts. The latest news is that a federal court hearing in Nevada has been scheduled for next week, and he also expressed gratitude for the handling of the relevant court matters.Paul Grewal previously stated that Nevada regulators attempted to unilaterally prevent the launch of any prediction market event contracts without giving Coinbase an opportunity to defend itself, and that due process should at least include the opportunity to obtain a hearing.

He Yi posted on the X platform, stating that some users in the community initiated a "withdrawal campaign." However, after this action was launched, the amount of assets in Binance addresses actually increased. Regularly initiating withdrawals on all trading platforms is a very effective stress test. He reminded users to carefully verify addresses during the withdrawal process to reduce the risk of operational errors, as blockchain transfers, once completed, are usually irreversible.He Yi also mentioned that he is learning to view everything with a positive mindset, such as how price drops may present opportunities to acquire high-value assets at lower prices, and how FUD can enhance the awareness of Binance among those who were previously unfamiliar with it. He emphasized that these views do not constitute investment advice.