Gate Insights and Crypto Market Analysis

David Schwartz, Ripple’s Emeritus Chief Technology Officer, ignited a fresh crypto civil war on February 12, 2026, by declaring Bitcoin a “technological dead end” that now relies entirely on adoption and network effects rather than innovation. His remarks came during a heated exchange over XRP Ledger decentralization, where Schwartz pointed to Bitcoin’s 2010 and 2013 coordinated rollbacks as proof that no blockchain is truly immune to governance intervention. Hours later, XRP community influ

加密貨幣財資公司 ETHZilla 推出 Eurus Aero Token I，由兩台租賃給美國領先航空公司的商用噴射發動機支援。每個代幣定價 100 美元，最低購買 10 個，目標持有至 2028 年。ETHZilla 於 1 月以 1,220 萬美元購買這兩台引擎，資金來自出售部分 ETH 儲備。

Coinbase在致股东信中提出2026年战略方向，聚焦全能交易平台、稳定币支付及“将世界上链”。然而，Base网络近期因配置变更出现大规模交易延迟，反映其基础设施稳定性不足。尽管Base在市场中占有优势，其用户体验仍受影响，修复仅回滚而非重构，投资者对未来承诺的可信度产生疑虑。

美國俄亥俄州北區檢察官辦公室週四警告，情人節須謹慎愛情騙局，加密詐欺和有組織犯罪網絡瞄準了銷售旺季。當局敦促公眾保持警惕，因詐騙分子會利用網路關係騙取錢財，通常在建立數週或數月信任後將受害者引誘到加密支付和虛假投資計劃中。聖荷西寡婦 Margaret Loke 在騙局中損失近 100 萬美元。

Hyperliquid Strategies 確認季度虧損 3.18 億美元，其中 2.62 億美元歸因於 HYPE 代幣未實現虧損。代幣估值暴跌直接影響資產負債表，市場波動加劇損失。雖然未發生大規模清算，但估值衝擊揭示代幣集中度如何放大下行風險。

World Liberty Financial will host its inaugural World Liberty Forum at Mar-a-Lago on February 18, 2026, assembling 300 global leaders including Goldman Sachs CEO David Solomon, FIFA President Gianni Infantino, and CFTC Chairman Michael Selig. The gathering comes as the Trump family’s crypto venture has generated \$1.4 billion in 16 months—more than Trump’s real estate empire produced in eight years—through WLFI token sales, a \$500 million UAE stake acquisition, and a rapidly growing USD

根據《富比士》報道，巴倫·川普已從加密貨幣投資中賺取超過 8,000 萬美元，估計淨資產總額約 1.5 億美元，而他甚至還不到 20 歲。財富主要來自代幣銷售以及在 World Liberty Financial（WLFI）的股份持有。《富比士》根據財務揭露和市場數據估算，但因加密貨幣持有量難以核實未確認具體數字。

Polygon (POL) has surged over 6%, now trading at $0.095, amidst a bearish crypto market. Its trading volume has increased by 21%. While bullish momentum appears, the market sentiment remains cautious, with technical indicators suggesting both potential upsides and risks of correction.

The NY Fed has linked tariffs imposed on imports to inflation. Crypto prices are down, possibly in speculation of the upcoming inflation report. The US is working on deals to balance the tariffs effect. The Federal Reserve Bank of New York, or NY Fed, has published a report establishing a

加密流入疑似人口販運網路資金量在 2025 年增加 85%，但加密分析公司 Chainalysis 表示區塊鏈透明性可能有助於擾亂這些網路運作。Chainalysis 週四報告稱流向疑似販運網絡（主要位於東南亞）總交易額「在已識別服務中達數億美元」。

中國上市公司在農曆新年到來前派發歷史性股利，總額達 3,488 億元人民幣（約 505 億美元），創公司歷史新高。與往年相比，此次股利派發幅度超過 20%。時機在中國消費旺季前夕，傳統上過剩流動性導致投資者追逐收益，資金可能轉向其他投資，歷史顯示類似流動性事件伴隨比特幣交易量增加和風險偏好上升。

美國銀行家協會（ABA）敦促貨幣監理署（OCC）放慢批准加密和穩定幣公司的國家信託銀行牌照速度，直到《GENIUS 法案》下監管環境更加清晰。該協會警告國家信託章程可能被用規避 SEC 或 CFTC 註冊和審查，而這些公司從事活動原本會觸發證券或衍生品監管。

Tether’s frontier technology arm has taken a prominent spot on the global stage for brain-computer interface research, with its Tether EVO team finishing twice in the top five of the Brain-to-Text ’25 competition, including a hard-won fourth place, out of 466 participants. Tether said the results sh

2月13日，美股大幅下跌，Coinbase公布2025财报，全年收入增长但Q4净亏损6.67亿美元，股价跌至新低。尽管交易量和创新服务增长，市场对其可持续性存疑，未来面临挑战。

由於投資者需求枯竭，交易員關注點轉向令人擔憂的美國宏觀經濟數據，比特幣未平倉合約量降至 340 億美元。部分跌幅也歸因於強制平倉，過去兩週強制平倉總額達 52 億美元。過去一個月比特幣下跌 28%，黃金重回 5,000 心理關口標普 500 距歷史高點僅差 1%。

Cardano 與跨鏈訊息系統 LayerZero 整合，解鎖訪問 160 多個區塊鏈和 400 多種 OFT 代幣（總市值超 800 億美元）的技術途徑。LayerZero 已促成超過 2,000 億美元跨鏈交易量。但數據顯示 Cardano 總鎖倉價值僅約 1.25 億美元，穩定幣市值約 3,700 萬美元。

London Stock Exchange Group announced plans to build the LSEG Digital Securities Depository, an on-chain settlement system connecting traditional securities markets with multiple blockchain networks. The platform will enable institutional investors to trade and settle tokenised bonds, equities and private market assets while maintaining interoperability with existing infrastructure. Backed by major UK banks and facing activist pressure from Elliott Management, LSEG’s move signals that bl