Wu's Daily Selected Crypto News + This Week's Macroeconomic Indicators

1. Large Token Unlocks This Week

In the next 7 days, significant single unlocks (over 5 million USD) include CONX, SAND, APT, BERA, ARB, AVAX, ZKJ, ATH, STRK, SEI, CYBER, XCN, etc. Linear large unlocks (daily unlocks over 1 million USD) include SOL, WLD, DOGE, TIA, AVAX, TAO, SUI, DOT, NEAR, JTO, ENS, etc. The total unlock value exceeds 742 million USD.

2. CZ Discusses TST Token Listing on Binance

CZ posted about the TST token listing on Binance: so far, he has never bought a meme coin; exchanges must compete and list popular coins early (with trading volume); there are many stubborn defenders of memes, do not go against the community; as an observer, he believes that listing announcements by Binance four hours after a coin listing is somewhat problematic.

3. Alliance DAO Founder: Sold Ethereum Held for 10 Years Last Year Due to Limited Growth Potential

Alliance DAO founder Qiao Wang stated: he has held Ethereum since the genesis block but sold it last year after holding it for a full 10 years, as he believes Ethereum's growth potential is nearly exhausted. The chances of Ethereum's Layer 2 or other emerging Layer 1 surpassing Solana are less than 50%, possibly only 10% to 20%. Qiao Wang is an alumnus of Vitalik and one of the most important early investors in Pumpfun.

4. QCP: Trump's New Tariffs Cause Market Volatility, Options Lean Bearish

QCP Capital analysis pointed out that Trump's announcement of a 25% tariff on steel and aluminum caused a brief market volatility, with $BTC dipping to 95,000 USD before rebounding, showing clear sentiment-driven movements. The market is focused on the upcoming Powell testimony and CPI data. Trump's hint at possible sanctions against Japan has further escalated trade tensions. $BTC options volatility continues to lean bearish, with a lack of upward catalysts expected before April. The market is forming a feedback loop, highly sensitive to Trump's reactions, while the market continues to test his policy bottom line, which may exacerbate future volatility.

5. Strategy Acquires 7,633 $BTC for 742.40 Million USD

MSTR (Strategy) announced it has acquired 7,633 $BTC for approximately 742.40 million USD, with an average acquisition price of 97,255 USD, achieving a 4.1% $BTC yield year-to-date as of February 9, 2025. As of February 9, 2025, Strategy holds 478,740 $BTC, with a total acquisition cost of 31.10 billion USD and an average price of 65,033 USD.

6. Japan's Financial Services Agency Plans to Treat Crypto Assets as Financial Products Similar to Securities

Japan's Financial Services Agency plans to treat crypto assets as financial products similar to securities and intends to implement tax reductions and approve Bitcoin spot ETFs. Currently, the agency is holding closed-door meetings with experts to review the existing regulatory framework, with system reform policies expected to be announced in June and legal amendments to be promoted in the 2026 regular National Diet session. The new system also considers lifting the ban on Bitcoin spot ETFs and may reduce the current tax rate of up to 55% to 20%.