Viewpoint: Bitcoin's current rebound should be treated with caution, $57,000 can be expected for long-term demand recovery

According to EmberCN’s monitoring, BitMine purchased 5,000 ETH via Kraken five hours ago, valued at approximately $11.22 million. Since the end of June last year, BitMine has been buying ETH almost weekly; over the past 18 months, it has accumulated around 6.06 million ETH, worth roughly $20.18 billion, with an average cost price of about $3,329.

SBI Holdings announced plans to invest $100 million in digital bank Erebor Bank via its US subsidiary SBI Holdings USA. Erebor supports stablecoin deposits and withdrawals, and SBI will explore broader cooperation with the firm.

According to data from the BIT Stock Platform, Apple closed down 1.83% this morning, and fell an additional 2.5% in after-hours trading. Why was it sold off by the market despite beating earnings expectations? This morning, Apple released its Q4 FY2026 financial results: revenue hit $114.48 billion, up 11.7% year-over-year; EPS stood at $2.10, both metrics exceeded analyst forecasts. iPhone revenue surged 17.5% YoY to around $57.6 billion, and Mac sales rose nearly 24% YoY, delivering strong performance. However, Greater China revenue, while up 21% YoY to approximately $17.5 billion, still missed analyst estimates by around 6.5%. The services segment’s growth slowed to roughly 9.8%, its lowest level in nearly three years, and the company’s guidance for next quarter’s services revenue growth is only 8%-9%, significantly below market expectations. More critically, management guided next quarter’s gross margin to fall to 45%-46%, lower than analysts’ expected ~46.3% and a notable drop from the current quarter’s 47.9%, driven by rising storage costs and AI-related expenses. Although next quarter’s revenue growth guidance of 7%-10% is above expectations, against the backdrop of Apple’s sharp stock rally in recent months and already high valuation, the underperformance in China, slowing services growth, and margin pressure have triggered investor profit-taking.

U.S. officials said the United States carried out an attack on Iran's Qeshm Island on Monday. The strike is the latest in a series of limited covert operations Washington has launched against Iran in recent weeks, while Trump publicly claimed that a diplomatic agreement between the two sides remains possible.

Solana-based liquidity protocol Kamino CEO Michael Weisz published a post detailing KMNO’s positioning and long-term roadmap. The project aims to capture roughly 10% of the tokenized real-world asset (RWA) market in the medium term, and reach a 20% share by 2030. Kamino’s on-chain and off-chain revenue, plus intellectual property, are held by the non-shareholder Kamino Foundation. Over the next 24 months, the foundation will allocate at least $20 million to product development, partnerships, and team expansion, and may roll out KMNO-supportive initiatives such as token buybacks and burns if its financial position allows. Most KMNO tokens will only unlock once the fully diluted valuation hits incremental milestones ranging from $1 billion to $10 billion, with a similar structure to be applied to team tokens going forward.

NEAR's decentralized on-chain governance body House of Stake has voted to approve a proposal to reduce NEAR's maximum annual inflation rate from 2.5% to 1.6%, with the cut to be phased in over 24 months. Officials noted that token holders can cast public votes on core parameters, and the new rate will be implemented per epoch in accordance with the published timeline, enabling verifiable long-term inflation reduction. The follow-up process is as follows: The House of Stake Security Committee will first review the results before granting approval; post-approval, a roughly 90-day grace period will follow, after which validators will adopt the change via a protocol upgrade to activate it. The inflation rate will then be adjusted per epoch, hitting 1.6% at the 24th month, with actual inflation tracked against the timeline via quarterly reports.