Weekly Highlights | BTC Continues to Fluctuate, AI Sparks Panic, Market Urgently Needs a New Narrative

PANews Editor’s Note: PANews has selected a week’s worth of high-quality content to help everyone fill in gaps over the weekend. Click on the titles to read.

Macroeconomic Perspective

Darkness Before Dawn: Crypto in 2026 = Internet in 2002

We have reached the most dangerous yet critical turning point in the industry. We are witnessing the “aristocratization” of cryptocurrencies. If we’re not careful, we may let the true revolution die in the hands of “Fintech wrappers.”

Key Figures in xAI Flee, Elon Musk’s AI Ambitions Suffer Major Blow

Behind the continuous blood loss, it might be more than just compensation issues. Is it true? Why hasn’t crypto helped AI, but instead AI is saving crypto?

Salary cuts, higher thresholds, restricted identities—Is Web3 in 2026 still worth pursuing?

The Web3 job market is undergoing “disenchantment,” bidding farewell to reckless growth and returning to rationality and common sense.

WLFI organizes a gathering, allies meet, and the Sea Lake Manor starts doing crypto business

In Palm Beach, Florida, Sea Lake Manor is no longer just Trump’s private club. It’s a power hub for US political and business elites and a cash cow for the Trump family, earning tens of millions of dollars annually. The “Trump Avenue” leading to Sea Lake Manor is already crowded with crypto visitors.

RWA Profits? Comprehensive Analysis of the “2.6 Notice” Virtual Currency Regulatory Policy

In terms of content, the 2.6 Notice is not a completely independent normative document.

Institutional Insights and Developments

Dialogue with Bitwise Chief Investment Officer: Multiple factors led to market crash; optimistic about institutional future buy-ins

The next potential buyers of Bitcoin remain financial advisors, large brokerages like Morgan Stanley, family offices, insurance companies, and sovereign nations.

Dialogue with Cathie Wood on Eight Insights for 2026’s Big Plan

We are at a turning point that occurs roughly once every 125 years.

ARK Invest: Four Major Trends Are Boosting Bitcoin Value

Investors’ current concern is no longer “whether” to allocate to Bitcoin but “how much” and “through which channels.”

Goldman Sachs Embraces Crypto: $2.3 Billion in ETH Confidence

Goldman disclosed a $2.3 billion crypto allocation, with BTC and ETH close in size despite market cap differences, possibly signaling Wall Street institutions’ confidence in the Ethereum ecosystem.

From Primary Markets: Crypto × AI—A Tokenization Illusion Experiment

Current views are balanced: divided into four quadrants, with AI helping crypto and crypto helping AI roughly equally.

Betting on Tesla and SpaceX Merger? “Woodpecker” Space ETF Buys Tesla for the First Time

The ARK Space Exploration ETF (ARKX) bought 35,766 shares of Tesla, accounting for 1.99% of total assets. This move may be aimed at pre-positioning for the expected merger of SpaceX and xAI under Elon Musk’s “Musk Empire” restructuring.

About AI

The Next Earthquake in AI: Why the Real Danger Is Not SaaS Killers, But the Computing Power Revolution

This revolution might end the grand party carefully hosted by AI salespeople sooner than anyone expects.

Openclaw’s Agentic Economy—Which Assets Will Benefit or Suffer?

Deep analysis of asset re-pricing driven by AI shifting from advice provision to autonomous execution: revealing the collapse of old, human-dependent assets and exploring systematic capital migration to computing energy, automated settlement protocols, and embodied intelligent hardware.

Seedance 2.0 Shockwave: A Cost Collapse from E-commerce, Gaming to Film and TV

An industry reshuffle benefiting some while replacing others has already begun.

Beyond Coding: AI Is Reshaping the World in These 10 Overlooked Sectors

Your next startup idea is in this YC list.

Market Fluctuations

Meme Decline, Narrative Cooling: Solana’s Cycle Dividend Ends After Dropping Below $80?

As the market turns bearish, prices fall, TVL halves, on-chain trading volume plummets, and growth stalls, Solana faces various issues of its own.

Triple Resonance at Bitcoin Bottom: The Ultimate Macro, On-Chain, and Miner Economics Indicators

In-depth analysis of Bitcoin’s physical and emotional lows in this cycle.

Robinhood Achieves Record Performance, But Stock Price Falls Nearly in Half

For Robinhood, the real test is not the record in a bull market but the floor in a bear market.

Tencent “Periscope”: $700 Million Lesson—Old Narratives in Crypto Market Are Dead

Chinese whale lost $77 million in six days, a costly “public execution.”

Seizing Opportunities

Traditional Giants’ “Earnings Pain”: Warnings from Coinbase and Robinhood Q4 Reports

For Coinbase and Robinhood, the “record-breaking” 2025 is history. The theme for 2026 is no longer “growth” but “resilience.” Both must prove to the market they have enough cash flow to survive until the next summer.

LayerZero’s Big Move After Two and a Half Years of Preparation

On February 10, LayerZero announced a major event, causing ZRO token prices to rise. Tether invested in LayerZero’s interoperability tech and announced the launch of L1 blockchain Zero in fall.

BlackRock “Bets” on UNI, Dissecting the Business Logic of Collaboration with Uniswap

BlackRock deployed $22 billion in BUIDL tokenization funds on UniswapX and bought UNI tokens, indicating widespread institutional adoption of DeFi liquidity and compliance.

2026 Prediction Market: Seven Differentiation Strategies for New Players to Break the Deadlock

These seven points determine the depth of the moat.

MegaETH Mainnet Launch: Eight Must-See dApps

Including Euphoria, Blackhaven, Bad Bunnz, CAP, Legend, HelloTrade, Funes, and World.

Web3 Topics

Fearless of Bulls and Bears: Crypto Survival Rules

It took me 13 years to understand this game in the crypto world.

$23 Million Bet on Staying or Leaving: NBA Star Giannis Antetokounmpo’s Investment in Kalshi Sparks Outrage

In the era of betting and prediction markets, doubts and controversies cannot be quelled by self-justification. Restoring fairness, morality, and trust is a more difficult challenge we face.

CZ’s Rise, Fall, and Rebirth: From Selling His House to HODLing $600 BTC

You don’t need to be overly smart, just improve a little every day. Persist for thirty years, and you might succeed remarkably.

A Post That Gained a Million Community Views: Flap Founder Tells the Story of Beating “Shandong Learning”

In an interview, Flap founder Cedric shared the motivation behind his viral article and recapped how a grassroots team abandoned impatience, focused on PMF, and ultimately achieved growth in a sluggish market.

A 10-Year Accidental Investment, 30 Years Later Yielding 700,000x: The Man Behind the ai.com Domain

The most legendary domain investment ever—how $100 turned into $70 million.

Key News

• Coinbase announces $39 million Bitcoin buy-in
• Aave Labs proposes transferring 100% protocol revenue to DAO for operational funds
• Coinbase Q4 report: net loss $667 million, revenue down 20%
• Lighter and Circle reach USDC deposit yield sharing agreement
• Bhutan government sends 100 BTC to QCP Capital, worth $6.77 million
• Coinbase CEO sold about $550 million worth of Coinbase stock in the past year
• Binance confirms SAFU fund completed last purchase of 4,545 BTC, total holdings 15,000 BTC
• Ethereum holdings report: over 60% of total supply stored in ETH2 deposit contract; Rain Lohmus is the largest individual holder
• Alameda bankruptcy management distributes over $15 million in SOL to creditors
• Arkham: Trend Research’s final loss on ETH in this round is $869 million
• Hyperliquid’s largest ETH whale adds 5,000 ETH longs
• Goldman Sachs discloses indirect crypto holdings of $2.361 billion via ETFs
• Fong Yi Leung announces three new measures for Hong Kong virtual asset regulation, including secured financing and perpetual contracts
• Bitmine pledges over 140,000 ETH again, worth about $282 million, 4 hours ago
• Robinhood stock drops nearly half after earnings report, due to 38% decline in Q4 crypto revenue
• LayerZero to launch new blockchain “Zero” targeting traditional finance, with Citadel, ICE, and Cathie Wood involved
• A Hyperunit whale holding over $10 billion in BTC lost $250 million on ETH longs on Hyperliquid
• EU plans to ban all crypto transactions with Russia to curb sanctions evasion
• Polymarket and Kaito AI partner to launch social data-based attention markets