MarketWhisper

Ethereum Domain Name Service ENS cancels the Layer-2 Namechain plan, opting to deploy ENSv2 directly on the mainnet. Lead developer nick.eth stated that gas costs have decreased by 99% over the past year, and Fusaka upgrade will raise the gas cap to 60 million, with a target of 200 million by 2026. ENS will focus resources on architectural improvements while maintaining L2 interoperability.

Solana's price approached $90 on Monday, holding onto last Friday's 11% rebound, but it has been consolidating for the third consecutive day. Derivative product data shows retail interest continues to decline, with SOL futures open interest decreasing by 2% to $5.32 billion within 24 hours, and financing rates remaining negative. The US spot Solana ETF experienced an outflow of $11.86 million, and technically, the RSI dropped to 29, indicating an oversold condition.

Google launches Project Genie, an interactive world for prompt generation, triggering panic in gaming stocks. Unity plummets 35%, with Take Two, Nintendo, and others declining. Unity CEO states that it is an accelerator, not a risk; probabilistic generation is not suitable for gaming. Take Two CEO: Tools are not the same as the作品, talent remains key.

OpenAI releases GPT-5.3-Codex, the first model that "participates in creating itself," capable of debugging its own code, managing deployment, and diagnosing tests. Karpathy states that this update is "the closest scenario to AI taking off."

Gerald Cotten, QuadrigaCX founder, died at 30 in India on December 8, 2018, allegedly taking passwords to $169M in customer crypto. Netflix's "Trust No One" explores whether Gerald Cotten faked death. The 76,000 customers lost fortunes as cold wallets were empty. Gerald Cotten operated Ponzi scheme gambling customer funds. His widow inherited $9M estate 12 days after his will.

The Office of the Comptroller of the Currency (OCC) has approved five crypto institutions—Circle, Ripple, BitGo, Fidelity Digital Assets, and Paxos—to obtain nationwide trust bank charters, marking a thorough integration of TradFi and crypto. Federal licenses allow giants to connect directly to the Federal Reserve's clearing network, Fedwire, gaining real-time settlement capabilities. The acting OCC deputy director stated that new entrants benefit competition within the banking system.

Moltbook, a platform where only AI can speak and humans can only observe, exploded in popularity within three days, with registered Agents reaching 1.5 million. However, researcher Gal Nagli revealed unlimited account creation, with OpenClaw able to create 500,000 accounts at once, indicating that the 1.5 million registrations are highly inflated. Analysis shows that over 93% of comments received no response, one-third of messages are completely duplicated, and hackers discovered that the database is fully controllable without verification.

ERC-8004 is about to go live on the Ethereum mainnet, providing a standardized solution for trust issues in AI Agents. The AP2 protocol promoted by Google and the x402 protocol have integrated payment scenarios, but cross-platform AI Agents face a key bottleneck in verifying each other's identity and reputation. ERC-8004 establishes a trusted communication mechanism through on-chain identity verification and reputation systems.

President Bukele of El Salvador has a support rate of 91.9%, reaching a new high. Among 1,200 people, 62.8% strongly support him, mainly due to improved public safety rather than Bitcoin. Only 2.2% of respondents believe BTC is a failure, and it was rarely mentioned. The country adopted BTC in 2021, but daily usage remains limited, with only 1 coin purchased per day. The country has received a $1.4 billion loan from the IMF, and the Chivo wallet is facing closure.

Goldman Sachs warns that in the coming weeks, commodity trading advisor (CTA) funds may sell off up to $80 billion worth of stocks, triggering systemic risk. Goldman Sachs' trading division stated that CTA funds have issued a sell signal for the S&P 500, potentially liquidating $33 billion within a week. Deteriorating liquidity and increased short gamma positions amplify volatility risks, posing spillover threats to macro-sensitive assets such as Bitcoin, gold, and silver.

Arthur Hayes responds to Samani's criticism, betting that HYPE will outperform all 1 billion market cap shitcoins starting from February 10. Hayes also states that the BTC crash was caused by a sell-off cycle resulting from delta hedging of BlackRock's IBIT structured products. Pantera Bi believes it was an Asian physical yen arbitrage unwind.

Google Trends data shows that global searches for "cryptocurrency" have plummeted to 30 (out of 100), approaching the annual low of 24. The total market capitalization of cryptocurrencies has crashed from a historic high of over $4.2 trillion to about $2.4 trillion, evaporating $1.8 trillion. The Fear and Greed Index has fallen to a historic low of 5, and current investor sentiment is the same as during the Terra-LUNA collapse in 2022.

Wintermute founder Gaevoy criticizes the crypto market for deviating from its original purpose, stating that Bitcoin has lost its way in price chasing, and that cyberpunk (institutional control) has overshadowed crypto anarchism (privacy and freedom). Stablecoins are just intermediaries replacing genuine change, and DEX risk engines limit scalability. He praises Ethereum founder Vitalik for staying true to the original vision and describes himself as a hopeful cynic.

Sanae Takashi's Liberal Democratic Party (LDP) has secured an over two-thirds supermajority in the House of Representatives, marking a historic turning point in Japanese politics. The market bets that Takashi's policies will drive expansionary fiscal measures, leading the yen to weaken against the US dollar to the 157.50 range. The Japanese stock market benefited from policy tailwinds and surged strongly, while the bond market was pressured by expectations of fiscal expansion. This victory not only consolidates Takashi's ruling position but also signals Japan's move toward an economic path characterized by large-scale borrowing to support public spending.

On February 9, Bitcoin rebounded to around $71,000, but traders believe the bear market is not over. Filbfilb compared to 2022, considers the 50-week EMA of $95,300 as a key level. BitBull states that Bitcoin's bottom is below $50,000, and an ETF at $82,000 would result in a loss.

Japanese Prime Minister Sanae Takaichi achieved the biggest post-war victory in the February 8 parliamentary election, with the Liberal Democratic Party expected to secure 274 to 326 seats. The market responded quickly, with the US dollar rising 0.2% against the yen to 157, and Bitcoin surging 5% against the yen. The strong mandate paves the way for crypto tax reforms, with the current top rate of 55% potentially reduced to 20%, along with capital gains tax and allowing loss carryforwards for three years.

On February 7, an anonymous individual transferred 2.565 Bitcoins (approximately $181,000 USD) to Satoshi Nakamoto's wallet. This address holds the first block reward of 50 BTC from January 3, 2009, has never transferred out any funds, and currently holds about 57 BTC (worth approximately $4 million USD). Satoshi Nakamoto is estimated to hold 1.1 million Bitcoins that have never been moved, with a theoretical value of $70 to $77 billion USD.

Teltlk supports Visa cards for Pi Coin and USDT global spending, allowing shopping on Amazon, eBay, and Apple Pay. KYB verification has been completed, supporting deposit, withdrawal, and exchange. New features include quick exchange, no binding required for deposit and withdrawal, and improved notifications. The Discover page has added a Web3 Academy educational module.

Economist and Bitcoin advocate Lyn Alden states that the Federal Reserve is entering gradual money printing, mildly stimulating without large-scale liquidity injections. She recommends holding scarce assets and balancing from optimistic sectors to underweighted ones. Trump nominates hawkish Waugh, with March rate cut expectations dropping to 19.9%. Alden says all policies will ultimately lead to currency depreciation.

Milwaukee Bucks forward Giannis Antetokounmpo has invested in the prediction market platform Kalshi, becoming the first active NBA player to directly invest in a federally regulated event contract exchange. The two-time MVP announced the partnership on Friday, stating that he will participate as a shareholder and collaborate on live events. Kalshi confirmed the agreement but emphasized that internal regulations prohibit Giannis Antetokounmpo from trading in any NBA-related markets.