"Weekly Editor's Picks" is a "functional" column of Odaily Planet Daily. Based on the extensive coverage of a large amount of real-time information every week, the Planet Daily also publishes many high-quality in-depth analysis content, but they may be hidden among information flows and hot news, passing you by.
Therefore, our editorial team will select some time-worthy, collectible quality articles from the past 7 days every Saturday, bringing you new insights from the perspectives of data analysis, industry judgment, and opinion output, while you are in the cryptocurrency world.
Now, let’s read together:
Investment and Entrepreneurship
The Black Swan Turns Out to Be This: The Real Reason Behind This Round of Bitcoin Crash
The sharp sell-off of Bitcoin on February 5 was mainly due to widespread deleveraging in the traditional financial sector, rather than a bearish outlook from the cryptocurrency native market. This process was amplified by the exposure to a gamma-negative structure in the options market, but did not lead to a massive outflow of funds from Bitcoin ETFs.
AI is "Siphoning" Bitcoin: Capital Migration Behind the Outflow of 6.2 Billion from ETFs
Bitcoin ETFs have become the primary driver for the overall decline of the cryptocurrency market, with a net outflow exceeding 6.2 billion dollars since last November.
The AI narrative is absorbing funds that originally belonged to Bitcoin or even software stocks.
Before the Coinbase premium turns positive, ETF funds continue to flow in, and basis rates stabilize, Bitcoin may find it difficult to emerge from the trough.
55,000 Dollars Will Be Bitcoin's Lifeline
The profit space for Bitcoin has been drastically compressed, but volatility has not declined in tandem. It remains a market of extreme fluctuations, with significant shrinkage in peak increases, making such cyclical patterns unsustainable.
To truly reset the growth curve, three types of forces are needed: large-scale structural capital allocation, adoption at the level of sovereign states, or continuing rigid demand that is insensitive to price.
The author believes there are also hidden dangers at the protocol level: upgrading quantum resistance to relieve threats from early holders.
Tiger Research: Realism is the Only Answer During the Cryptocurrency Slump
Projects that solve real, concrete problems can maintain resilience even during market downturns.
Hyperliquid, Canton, and Kite address different problem areas, but they share a common feature: providing practical and realistic solutions rather than abstract narratives.
To assess such realism, the analysis should focus on three factors: the problems the project aims to solve, the structure of the solution, and the team's execution capabilities in practice.
Dialogue with Cathie Wood: Eight Insights on the 2026 Grand Plan
A "singularity" of 7% global GDP growth; space data centers; commodification of cognition; the US-China AI Cold War; the next major wave for Bitcoin (price reaching 150,000 by 2030); nuclear energy revival; autonomous taxis to destroy the automotive industry (as we know it); autonomous delivery is already here.
a16z Partner's Self-Story: Boutique VC is Dead, Scaling Up is the Endgame for VC
As software becomes the backbone of the US economy and the arrival of the AI era, the demand of startups for capital and services has undergone a qualitative change.
The VC industry is transitioning from a "judgment-driven" to a "deal-winning ability-driven" paradigm. Only "giant institutions" like a16z, which have scaled platforms and can provide comprehensive support to founders, can win in the trillion-dollar game.
This is not just an evolution of models, but also self-evolution of the VC industry under the tide of "software eating the world."
Prediction Market
High-Frequency "Scraping", Earning 100,000 a Year: The Most "Boring" Profit Myth on Polymarket
This article reviews a typical high-frequency quant player—over the course of a year, through more than 61,000 predictions, netting 106,000 dollars.
Its strategy can be summarized as: extreme certainty and horrifying execution frequency.
For ordinary players, the insight is: the power of compounding is not to be underestimated; earning 0.5% daily through high-frequency trading yields far more stable returns than betting on a tenfold coin after a year; technology is the lethal skill; in the cryptocurrency era, quant tools and API calling capabilities are standard configurations for top players; certainty is greater than odds; seeking small profit opportunities with high probability (such as over 90% certainty) is easier to survive than gambling on 50/50 large events.
Traditional Betting Giants Enter Prediction Markets, Seeking to Strike Down Wall Street
Advanced data models and the ability to obtain information ahead of the public are the core advantages of traditional betting companies.
Cryptocurrency investors and gamblers do not allow "hands to be idle," and the period before the World Cup is set to be the next outbreak for prediction markets.
As Someone Who Plays the Prediction Market Daily, I've Seen These Innovations and Changes
Emerging platforms are reshaping the way users participate in prediction markets by allowing funds to "earn interest while holding," making predictions as easy as scrolling through short videos, and creating exclusive predictive events around community hot topics.
Also recommended: 《The Israeli Military is Catching Internal Traitors on Polymarket》.
Ethereum and Scaling
Ethereum's Repricing: From Rollup-Centric to "Security Settlement Layer"
Security, neutrality, and predictability have become the core of Ethereum once again.
Multi-Ecosystem and Cross-Chain
LayerZero launched its self-developed L1 Zero, aiming to carry transactions and settlements of institutional-level financial markets.
Wall Street institutions are starting to clearly establish their platform or investment. A project doing cross-chain bridges is transforming, successfully acquiring collective endorsements from clearing, exchanges, market makers, asset management, stablecoins, and cloud computing along this industry chain.
Traditional institutions are making another move to layout on-chain financial pipelines. Wall Street wants to move trading onto the chain, but Ethereum cannot bear it.
Interested players regarding ZRO can keep an eye on three time points:
- In June, a second vote on the cost switch. Whether it passes directly determines whether ZRO has endogenous demand.
- This autumn, the Zero mainnet will go live.
- Until 2027, the ZRO tokens will not be fully unlocked. Before that, each round of unlocking is pressure, compounded by the current bear market in cryptocurrency, and positive news may not necessarily drive up the price of ZRO.
CeFi & DeFi
BlackRock Buys UNI, What’s the Purpose?
On February 11, global asset management giant BlackRock announced that it would deploy its tokenized treasury fund BUIDL, approximately 2.2 billion dollars in size, to the UniswapX protocol for on-chain trading. Meanwhile, BlackRock confirmed that it has purchased Uniswap's native governance token UNI. The UNI token immediately surged over 25%.
This is the first time Wall Street has actively taken up DeFi coins, which is not just a simple asset launch but a new trial of financial infrastructure.
For Uniswap, this means it is transforming from a primarily retail-driven exchange to an invisible backend for institutional-level liquidity.
CME Gap: A Misunderstood Market "Clock," Not a Prophecy
The gap is not a mysterious force; it is merely a record of time when one market is closed while another is still trading. It has nothing to do with prophecies, but merely reflects mismatched trading times on the charts.
This Week's Hot Topics Review
In the past week, Trend Research has Essentially Completed Liquidation, Yili Hua's total loss from leveraged long positions on ETH is approximately 747 million dollars; Bithumb accidentally mistakenly airdropped 620,000 BTC, of which 99.7% has been recovered (review), and has initiated user compensation; the Brazilian House of Representatives' Economic Development Committee submitted a strategic alternative for Bitcoin reserves, planning to purchase at least 1 million in the next 5 years;
In addition, on the policy and macro market front, US Treasury Secretary Yellen agreed that the Senate committee can investigate Federal Reserve Chairman Powell; SBF applied for a retrial, attempting to overturn the fraud conviction regarding FTX (details); Caixin: a hearing on the case of laundering 60,000 BTC will be held on February 16, involving over 30 billion yuan related to nearly 130,000 Chinese victims; Wu Jiezhuang suggested that Hong Kong establish a dedicated agency or department to comprehensively coordinate the development of digital and cryptocurrency assets; the Hong Kong Securities and Futures Commission plans to launch a perpetual contract regulatory framework limited to institutional investors; the Hong Kong Monetary Authority will include tokenization as a work priority for 2026 to support sustainable and responsible development of digital assets;
In views and statements, Jeff Park: We are in a bear market, quantitative easing is no longer effective, silver will crash like altcoins; Kaiko Research: The rebound of Bitcoin is only a matter of time, a drop to nearly 60,000 dollars may be the "mid-point" of the bear market; Eugene: 60,000 dollars may become a support level for Bitcoin, surviving takes precedence during the bear market, trading requires strict stop-loss; analysis: Bitcoin's "Mayer Multiple" indicator fell to 2022 levels, the market may still have downward space; Deribit CBO: 85,000 dollars is the critical watershed for this round of BTC upward movement, 58,000-60,000 dollars is the ultimate support zone; Bitwise advisor clarifies rumors: Nasdaq has not canceled the IBIT options position limit; Li Lin responds to market rumors: not an LD or Garrett Gin investor, has not reduced Bitcoin or ETH holdings in this round;
Regarding institutions, large companies, and leading projects, the parent company of the New York Stock Exchange, ICE launched index futures contracts and sentiment tools for prediction markets; the compliance and RWA positioned L2 Robinhood Chain opened for public testing; Polymarket market manager: has not yet conducted a token airdrop snapshot; Polymarket expands fees to the sports market, starting from February 18, fees will apply to NCAA and Serie A events;
On security matters, Balancer activated the V2 event white hat rescue fund application window, valid for 180 days; Bithumb: currently has not released compensation information for the "Bitcoin erroneous issuance incident," beware of phishing SMS scams; CertiK: in 2025 crypto "wrench attack" (violent incidents) confirmed 72 cases, with a year-on-year increase of 75%... indeed, it has been another rollercoaster week.
Attached is the "Weekly Editor's Picks" series portal.
See you next time~
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