Max.S
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The "Performance Pains" of Traditional Giants: Warnings from Coinbase and Robinhood's Q4 Earnings Reports
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.Crypto.com spends a whopping $70 million to acquire AI.com; ERC-8004 will power AI Agent infrastructure.
From how the ERC-8004 protocol grants AI agents "on-chain sovereignty" to the underlying restructuring of payment and identity layers, the narrative center of the crypto market is shifting from "serving human retail investors" to "serving silicon-based agents." This ultimate battle over traffic entry points and infrastructure may well determine the financial landscape for the next decade.The Abyss Gaze Below $65,000: Deconstructing the Liquidation Panic of Micro-Strategies and Macroeconomic Vitality in 2026
On February 6, 2026, Bitcoin's drop below $65,000 triggered global panic, and MicroStrategy was once again embroiled in rumors of a "liquidation spiral." This article dissects its capital structure and debt characteristics to reveal the underlying logic behind Michael Saylor's "no liquidation even if it falls to $1" policy. In-depth quantitative models show that the real risk is not creditor liquidation, but the collapse of the NAV premium. In the current context of tightening macro liquidity and institutional competition, this article deconstructs the crisis and opportunities behind this abyss-like gaze for readers.In-depth analysis of the intergenerational asset migration behind Tether's increase of 27 tons of gold holdings
Tether added another 27 tons of gold in the fourth quarter, bringing the circulating supply of USDT to over 187 billion. Meanwhile, Hong Kong announced plans to build a 2,000-ton gold storage facility. Behind this series of "gold hoarding frenzy" lies the depletion of physical asset liquidity and the explosion of on-chain finance. This article analyzes, through the latest data, why Tether's gold purchases are a "game-changer" and why Bitcoin is the only Noah's Ark in 2026.From Disruption to Embedded Integration: This Major Exchange Uses SWIFT to Bridge the "Last Mile" of USDT Withdrawals
Binance Australia has announced the full restoration of bank transfer services for the Australian Dollar (AUD), with the PayID channel reopened. The partnership began in 2020, was suspended in 2023, and resumed in January 2026. For most retail investors, this is merely a regional feature fix; however, for observers familiar with crypto payment architectures, this represents Binance adding another important piece to its global fiat payment landscape.
