PANews Editor's Note: PANews has selected the best content of the week to help you catch up on anything you might have missed over the weekend. Click on the title to read.
Macro perspective
The Darkest Hour: Crypto in 2026 = The Internet in 2002
We have reached the most dangerous, yet most critical, turning point in the industry. We are witnessing the "elitization" of cryptocurrencies, and if we are not careful, we will let the real revolution die at the hands of "fintech wrappers."
The departure of a key figure in xAI deals a major blow to Musk's AI ambitions.
Behind the continuous financial losses, the issue may be more complex than just salary concerns. Why did Crypto fail to help AI, and instead, why is AI saving Crypto?
The Web3 job market is being "demystified," bidding farewell to its unchecked growth and returning to rationality and common sense.
WLFI hosts a meeting, allies attend, Mar-a-Lago starts a crypto business.
In Palm Beach, Florida, Mar-a-Lago is far more than just Trump's private club. It's a power hub for American political and business elites, and a cash cow for the Trump family, generating tens of millions of dollars annually. And "Trump Avenue," leading to Mar-a-Lago, is already packed with discreet visitors.
In terms of content, Notice 2.6 is not a completely independent normative document.
Institutional Thinking and Dynamics
The next wave of potential buyers of Bitcoin remains financial advisors, large brokerages like Morgan Stanley, family offices, insurance companies, and sovereign nations.
Eight insights from a conversation with Cathie Wood about her big plans for 2026.
We are at a turning point that occurs approximately every 125 years.
ARK Invest: Four Trends Are Boosting Bitcoin's Value
The question facing investors today is no longer "whether" to allocate to Bitcoin, but rather "how much" and "through which channels" to allocate it.
Goldman Sachs Embraces Crypto: $2.3 Billion Allotment for ETH
Goldman Sachs disclosed a $2.3 billion crypto allocation list. Despite a significant difference in market capitalization, BTC and ETH are roughly equal in size, suggesting that Wall Street institutions are casting a vote of confidence in the Ethereum ecosystem.
Crypto × AI from the Primary Market: An Experiment in the Illusion of Tokenization
Current viewpoints are balanced: divided into four quadrants, with AI Helps Crypto and Crypto Helps AI each accounting for half.
Betting on a Tesla-SpaceX merger? "Sister Wood's" space ETF makes its first Tesla purchase.
The Space Exploration ETF (ARKX) managed by "Sister Wood" has made its first purchase of 35,766 Tesla shares, accounting for 1.99% of its total assets. This move may be intended to position itself in advance for the anticipated restructuring of the "Musk empire" following the merger of SpaceX and xAI.
About AI
This revolution may bring an end to the grand party meticulously organized by the AI shovel sellers sooner than anyone imagined.
Which assets will benefit from and which will suffer from Openclaw's agentic economy?
A deep dive into the asset repricing triggered by AI's shift from providing advice to autonomous execution: revealing the collapse of value in old assets that relied on human labor, and exploring the systemic migration of funds to computing power, automated settlement protocols, and embodied intelligent hardware.
The Seedance 2.0 shockwave: a cost collapse spanning e-commerce, gaming, and film.
A major industry reshuffle concerning beneficiaries and substitutes has already begun.
Beyond writing code, AI is reshaping the world in these 10 overlooked areas.
Your next startup idea is on this list from YC.
Market fluctuations
Meme wanes, narratives cool: Solana's cyclical boom ends as it falls below $80.
When the market turned bearish, the price of the coin fell, TVL was halved, on-chain transaction volume plummeted, and the growth flywheel stalled, Solana also faced its own various problems.
A deep dive into the physical and emotional bottom of Bitcoin's current cycle.
Robinhood achieved its best performance ever, but its stock price has fallen by nearly half.
For Robinhood, the real test is not the records in a bull market, but the floors in a bear market.
Tencent's "Deep Dive": The Lesson of $700 Million – The "Old Narrative" of the Crypto Market is Dead
A Chinese whale lost $770 million in six days, a priceless "public execution".
Seize the opportunity
For Coinbase and Robinhood, the "record-breaking" year of 2025 is history. The theme for 2026 will no longer be "growth," but "resilience." In 2026, the two giants must prove to the market that they have enough cash flow to survive until next summer.
LayerZero teased a major event on February 10th, after which the ZRO token price rose. Tether invested in LayerZero to support interoperability technology and announced the launch of the L1 blockchain Zero in the fall.
BlackRock's "bet" on UNI: Deconstructing the business logic behind its partnership with Uniswap
BlackRock deployed a $22 billion BUIDL tokenized fund on UniswapX and purchased UNI tokens, marking the widespread adoption of DeFi in terms of institutional liquidity and compliance.
2026 Forecast Market: A Battle of Titans – 7 Differentiated Breakthrough Strategies for New Players
These seven factors determine the depth of the moat.
MegaETH mainnet launched: Eight must-have dApps.
Including Euphoria, Blackhaven, Bad Bunnz, CAP, Legend, HelloTrade, Funes, and World
Web3 Matters
Undeterred by Bull and Bear Markets: The Rules of Crypto Survival
It took me 13 years to understand the game of the crypto world.
In an era of gambling and prediction markets, doubts and controversies cannot be quelled by self-justification. The more difficult challenge lies in restoring fairness, ethics, and trust.
CZ's Rise, Fall, and Rebirth: Starting with Selling His House and Betting $600 Worth of BTC
You don't need to be too stupid, but you don't need to be exceptionally smart either. Make a little progress every day, and stick to it for thirty years, and you're likely to be quite successful.
In the interview, Flap founder Cedric shared the original intention behind writing the viral article and recounted the real entrepreneurial journey of how a grassroots team abandoned impetuosity, relentlessly pursued product-market fit (PMF), and ultimately achieved growth in a sluggish market.
The most legendary domain name investment in history: how did $100 turn into $70 million?
Key Information
Coinbase released its Q4 financial report: a net loss of $667 million and a 20% drop in revenue.
Lighter and Circle reach a USDC deposit earnings sharing agreement
The Bhutanese government sent 100 BTC, worth $6.77 million, to QCP Capital.
Coinbase CEO sells approximately $550 million worth of Coinbase stock in the past year.
Arkham: Trend Research's final loss on ETH in this round was $869 million.
The largest ETH bullish whale on Hyperliquid added 5,000 ETH to its long position.
Goldman Sachs disclosed that it indirectly holds $2.361 billion in cryptocurrencies through ETFs.
Bitmine pledged over 140,000 ETH again 4 hours ago, equivalent to approximately $282 million.
Robinhood shares fell after the earnings release, as its Q4 cryptocurrency revenue declined by 38%.
Polymarket partners with Kaito AI to launch a social data-driven attention market.
