Point of View: The Federal Reserve Has Over-Eased, with a 65% Chance of Stagflation in the United States

On February 11, LookOnChain monitoring data reveals that the whale address "0x28eF"—which purchased 60,784 ETH (valued at $126 million) three days ago—has staked 60,073 ETH, worth $117 million.

February 11: UK-based Bitcoin treasury firm The Smarter Web Company has added 15 Bitcoin to its holdings, bringing its total to 2,689.

On February 11, Hong Kong’s Securities and Futures Commission (SFC) released new guidance allowing licensed brokers offering virtual asset trading services (virtual asset brokers) to expand their scope to include margin financing. The regulator also established a high-level framework to guide virtual asset trading platforms in proposing leveraged virtual asset products for professional investors. These changes align with the SFC’s ASPIRe roadmap, which focuses on diversifying product and service offerings. Under the new rules, virtual asset brokers may offer virtual asset financing to their securities margin clients—provided they meet requirements for adequate collateral and strong investor protection. This is expected to boost participation from margin clients with solid credit and collateral, while enhancing Hong Kong’s virtual asset market liquidity in a risk-controlled framework. For licensed virtual asset trading platforms, the SFC has for the first time rolled out a high-le

QCP Capital released market analysis on its official channel on February 11, noting Bitcoin and Ethereum rebounded from last week’s lows—sparking market optimism and potentially forming a short-term bottom. QCP still expects BTC to stay range-bound as the market awaits fresh catalysts; fund inflows remain a key driver. Yesterday, spot BTC ETFs posted a net inflow of $145 million, following Friday’s $371 million inflow—breaking the prior outflow trend and signaling a pickup in institutional demand. Spot ETH ETFs also flipped to a $57 million net inflow after three straight days of outflows, while Tom Lee’s BitMine continued accumulating, offering solid support for Ethereum. On the macro front, marginal easing is emerging. U.S.-Iran tensions appeared to ease following Friday’s talks, and weak employment data tilted markets toward a potential Fed rate cut in March. Current focus centers on nonfarm payrolls and the CPI report—these two data points are likely to quickly reshape Fed ex

On February 11, former Multicoin co-founder Kyle Samani predicted Solana’s microstructure advancements over the next 18 months will outpace any prior period in crypto history. Key highlights to watch include: **Alpenglow**: A major upcoming consensus mechanism upgrade—one of Solana’s largest protocol-level changes ever. It simplifies consensus logic drastically, cutting block finalization time from ~12 seconds to 100–150 milliseconds, while removing legacy components like Proof of History and Tower BFT. New block propagation and voting mechanisms will deliver ultra-low latency infrastructure for high-frequency financial apps. **ACE (Application Control of Execution)**: A core innovation on Solana’s roadmap. Unlike traditional blockchains where validators/block producers fully control transaction ordering, ACE lets smart contracts/apps set their own transaction order, settlement logic, and priorities. This lets Solana DeFi apps customize their market microstructure—e.g., order mat

Binance will launch its first Alpha blind box airdrop today (February 11th) at 6:00 PM UTC+8. The airdrop pool includes tokens from multiple projects. Users holding a minimum of 242 Alpha Points can claim token rewards on a first-come, first-served basis—until the pool is fully distributed or the event ends.