Editor's Note from PANews: PANews has curated a selection of high-quality content from the past week to help readers utilize their weekends for review and catch up. Click on the titles to read more.
Macroeconomic Perspective
The Darkest Hour Before Dawn: Crypto in 2026 = Internet in 2002
We have reached the most dangerous yet crucial turning point in the industry. We are witnessing the 'aristocratization' of cryptocurrencies, and if we are not careful, we will allow the true revolution to die at the hands of a 'fintech wrapper'.
Key figure departs xAI, dealing a heavy blow to Musk's AI ambitions.
The continuous loss-making goes beyond just compensation issues. If it becomes reality, why hasn't Crypto been able to help AI, but rather AI is rescuing Crypto?
With shrinking salaries, higher barriers, and restricted eligibility, is Web3 still worth pursuing in 2026?
The Web3 job market is undergoing 'disenchantment', moving away from unbridled growth and returning to rationality and common sense.
WLFI organized a gathering, allies attended, and Mar-a-Lago ventured into cryptocurrency business.
In Palm Beach, Florida, Mar-a-Lago is no longer just Trump’s private club. It serves as both a nexus of power for American political and business elites and a cash cow generating tens of millions of dollars annually for the Trump family. Meanwhile, 'Trump Avenue,' the road leading to Mar-a-Lago, is already crowded with crypto visitors.
RWA Profitability? Comprehensive Analysis of the '2.6 Notice' on Cryptocurrency Regulatory Policies
In terms of content, Notice 2.6 is not an entirely independent regulatory document.
Institutional Insights and Dynamics
Conversation with Bitwise Chief Investment Officer: Multiple factors led to the market crash; optimistic about future institutional buying.
The next wave of potential Bitcoin buyers includes financial advisors, large brokerages like Morgan Stanley, family offices, insurance companies, and sovereign nations.
Dialogue with Cathie Wood: Eight insights into her 2026 grand plan.
We are at an inflection point that occurs approximately once every 125 years.
ARK Invest: Four major trends are enhancing the value of Bitcoin.
The question investors face now is no longer 'whether' to allocate to Bitcoin, but rather 'how much' and 'through which channels' to allocate.
Goldman Sachs Embraces Crypto: $2.3 Billion Allocation Casts a Vote of Confidence in ETH
Goldman Sachs disclosed a $2.3 billion cryptocurrency allocation, revealing a near equal-scale holding of BTC and ETH despite significant market cap differences, potentially signaling confidence from Wall Street institutions in the Ethereum ecosystem.
Viewing Crypto × AI from the primary market: An experimental tokenization illusion.
Current perspectives are balanced: divided into four quadrants, with AI Helps Crypto and Crypto Helps AI each accounting for half.
Betting on a Tesla and SpaceX merger? Ark Invest's space ETF buys Tesla shares for the first time.
Cathie Wood's space exploration ETF (ARKX) initiated its first position in Tesla, acquiring 35,766 shares, accounting for 1.99% of total assets. This move may aim to secure an early position in anticipation of a potential restructuring of the 'Musk Empire' following the merger of SpaceX and xAI.
On AI
The Next Earthquake in AI: Why the Real Danger Isn't the SaaS Killer, but the Computing Power Revolution?
This revolution may bring an earlier-than-expected end to the grand party meticulously hosted by the 'AI pickaxe sellers.'
Which assets will benefit or be adversely affected by Openclaw's Agentic economy?
In-depth analysis of asset repricing triggered by AI's transition from providing recommendations to autonomous execution: Revealing the collapse in value of legacy assets reliant on human labor and exploring the systemic migration of capital towards computational power, energy, automated settlement protocols, and embodied intelligent hardware.
Seedance 2.0 Shockwave: A Cost Collapse Across E-commerce, Gaming, and Film
A major industrial reshuffle involving benefits and substitutions has already begun.
Beyond coding, AI is reshaping the world in these 10 overlooked sectors.
Your next startup idea might be found in YC’s list.
Market volatility
Meme wave recedes, narrative cools: Falling below $80, has Solana's cyclical dividend come to an end?
As the market turns bearish, cryptocurrency prices fall, TVL is halved, on-chain trading volume plummets, and after the growth flywheel stalls, Solana also faces its own set of challenges.
The Triple Resonance at the Bottom of Bitcoin: The Ultimate Indication from Macroeconomics, On-Chain Data, and Miner Economics
An in-depth analysis of the physical bottom and sentiment bottom of Bitcoin's current cycle.
Robinhood posted its best-ever earnings, but its stock price dropped by nearly half.
For Robinhood, the real test is not the records set during a bull market, but the bottom encountered during a bear market.
Tencent's 'Qianwang': A $700 Million Lesson – The 'Old Narrative' of the Cryptocurrency Market is Dead
A Chinese crypto whale lost $770 million in six days, an expensive 'public execution.'
Seizing Opportunities
Traditional giants’ ‘earnings pain’: Warnings from Coinbase and Robinhood’s Q4 financial reports.
For Coinbase and Robinhood, the 'record-breaking' year of 2025 has become history. The keyword for 2026 is no longer 'growth,' but 'resilience.' In 2026, these two giants must prove to the market that they have sufficient cash flow to last until the next summer.
LayerZero, which never engages in low-end operations, has spent two and a half years preparing a major strategic move.
LayerZero announced a major event on February 10, followed by a rise in the price of the ZRO token. 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: Analyzing the business logic behind the 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 Market Forecast: Seven Key Differentiation Strategies for New Entrants in a Competitive Landscape
These seven factors determine the depth of the moat.
MegaETH mainnet goes live: A review of eight unmissable dApps
Including Euphoria, Blackhaven, Bad Bunnz, CAP, Legend, HelloTrade, Funes, and World
Web3 Insights
Fearless in bull and bear markets: The rules of crypto survival
It took me 13 years to truly understand the game of the crypto world.
After a $23.3 million bet on staying or leaving, why did NBA star Giannis Antetokounmpo's investment in Kalshi spark outrage?
In an era of gambling and prediction markets, doubts and controversies cannot be resolved by self-assertion alone. Restoring fairness, ethics, and trust is a more challenging proposition that we need to address.
CZ’s Rise, Fall, and Rebirth: Starting with Selling His House to Go All-In on $600 Worth of BTC
You don’t have to be exceptionally smart, but you can’t be too dull either. Make small progress every day, persist for thirty years, and you are very likely to achieve significant success.
An article garnered millions of views in the community as the founder of Flap shared the story of how their product triumphed over 'Shandong studies.'
In the interview, Cedric, founder of Flap, shared the original intention behind writing the viral article and reviewed the genuine entrepreneurial journey of a grassroots team that rejected impatience, focused rigorously on PMF, and ultimately achieved growth in a sluggish market.
An Unintentional Move at Age 10 Brings a 700,000-Fold Return 30 Years Later: The Man Behind the ai.com Domain
The Most Legendary Domain Investment in History: How $100 Turned into $70 Million?
Key information
Coinbase Announces Additional Purchase of $39 Million in Bitcoin
Aave Labs Proposes to Transfer 100% of Protocol Revenue to the DAO in Exchange for Operational Funding
Coinbase Reports Q4 Earnings: Net Loss of $667 Million, Revenue Down 20%
Lighter and Circle Reach USDC Deposit Revenue Sharing Agreement
The Bhutanese government sent 100 BTC, valued at $6.77 million, to QCP Capital.
Coinbase's CEO has sold approximately $550 million worth of Coinbase shares over the past year.
Binance confirmed that the SAFU fund completed its final purchase of 4,545 BTC, bringing its total Bitcoin holdings to 15,000 BTC.
Ethereum Holdings Report: Over 60% of the total supply is stored in ETH2 deposit contracts, with Rain Lohmus being the largest individual holder.
Alameda's bankruptcy administrator distributed more than $15 million worth of SOL to creditors.
Arkham: Trend Research’s final loss on this round of ETH investment amounted to $869 million.
The largest ETH long position whale on Hyperliquid added 5,000 ETH long contracts.
Goldman Sachs discloses indirect holdings of $2.361 billion worth of cryptocurrencies through ETFs
Christina Leung announced three new initiatives regarding Hong Kong's virtual asset regulation, including margin financing and perpetual contracts.
Bitmine Immersion Technologies Stakes Over 140,000 ETH Again Four Hours Ago, Worth Approximately $282 Million
Robinhood's stock price fell after the earnings release due to a 38% decline in Q4 cryptocurrency revenue.
LayerZero to launch new blockchain 'Zero' targeting traditional finance; Citadel, ICE, and Cathie Wood participate
A Hyperunit whale, which once held more than $10 billion worth of BTC, lost $250 million from ETH long positions on Hyperliquid.
The EU plans to comprehensively ban transactions involving Russian crypto assets to curb sanctions evasion
Polymarket partners with Kaito AI to launch an attention marketplace based on social data
