GuShiio.com Matrixport: The market share of ETH has dropped to 10%, and ETH prices may continue to be under pressure; the Ethereum spot ETF had a net inflow of US$420 million last week, and none of the nine ETFs had a net outflow; the President of Maldives is suspected of launching MLDVS tokens, and it is uncertain whether the X account was stolen.
Today’s top news tips:
Circle made a new $250 million USDC at Solana this morning
The Ethereum spot ETF had a net inflow of US$420 million last week, with none of the nine ETFs having a net outflow
Matrixport: ETH market share has dropped to 10%, ETH prices may continue to be under pressure
The President of the Central African Republic suspected of announcing the launch of Meme coin CAR, which has reached US$280 million
An X user shared that he encountered a game mod recruitment scam, and OKX Wallet warned him to avoid a loss of 200,000 yuan.
Electric Capital Partner: The future will be an era of small, efficient teams, with AI-first companies dominating the market
DeepSeek is recognized by top-level domain ai.com
Sam Altman released three observations about AGI: The cost of using AI is reduced by about 10 times every year
Regulation/macro
An X user shared that he encountered a game mod recruitment scam, and OKX Wallet warned him to avoid a loss of 200,000 yuan.
X user @guigumen recounted on social media about his almost encountering telecom fraud, and thanked OKX Wallet for protecting the security of his wallet and avoiding a loss of about 200,000 yuan. The user stated that the scammers used multiple trust-building methods to gradually lure victims into being deceived by disguising themselves as “game mod recruitment”, including sending forged white papers, creating highly imitation Discord communities, and video conferencing to bring closer trust. Eventually, the scammers tried to commit fraud by requiring the download of fake game links and wallet registration user names. At the critical moment, the user received a fraud risk warning for using OKX Wallet’s mobile App, and successfully avoided financial loss. After reviewing the offer, he pointed out that this was a carefully planned team fraud that targeted the user characteristics and areas of interest that the other party had long been concerned about.
Japan’s Financial Services Agency plans to position crypto assets as financial commodities
According to Nikkei Shimbun, the Financial Services Agency of Japan is studying positioning cryptoassets (virtual currencies) as financial commodities equivalent to securities to strengthen investor protection and require relevant companies to provide more detailed information disclosures. At the same time, the move also aims to promote the lifting of cryptocurrency-based trading open-end index funds (ETFs), thereby promoting the application and development of cryptoassets. At present, the Financial Services Department has held a private research meeting with experts to assess whether existing crypto asset regulations are sufficient. Based on the research results, the Financial Services Department plans to announce the direction of institutional reform before June this year to lay the foundation for subsequent policy adjustments.
South Korean financial authorities plan to launch a self-discipline disclosure system for virtual assets this year
According to South Korean media reports, South Korean financial authorities plan to introduce a self-regulatory system for virtual asset disclosure within 2025 to fill the current gap in market supervision. The move aims to protect investors and provide support for the development of the industry. Currently, South Korea implemented the “Virtual Asset User Protection Law” in July last year, which mainly focuses on investor protection such as prohibiting unfair trading behavior. However, the second phase of the bill covering the disclosure and issuance of virtual assets is still under discussion. In order to reduce regulatory gaps, financial authorities plan to take the lead in introducing a self-regulatory disclosure system that allows companies to make independent disclosures, and at the same time formulate guidelines related to advertising and marketing behavior.
AI/Metaverse
Electric Capital Partner: The future will be an era of small, efficient teams, with AI-first companies dominating the market
DeepSeek is recognized by top-level domain ai.com
Now type ai.com in your browser and it will be redirected directly to DeepSeek’s official website. It is understood that the positioning of the ai.com domain name is regarded as a symbol of cutting-edge AI. This domain name has been positioned on ChatGPT and Musk’s xAI official website for a long time.
France announced it will invest more than 100 billion euros in artificial intelligence
On the 9th local time, on the eve of the Artificial Intelligence Action Summit, French President Macron announced that he would invest 109 billion euros in the field of artificial intelligence in the next few years. Macron expressed the hope that France can seize the opportunities brought by this new era and said that 100,000 young people will receive training in this project. He emphasized that when facing the challenge of artificial intelligence, Europe must avoid regulating first and then innovating, otherwise it will deviate from the track of innovation and lag behind in competition in this field. The Artificial Intelligence Action Summit is scheduled to be held in Paris, France from February 9 to 12.
ChatGPT website traffic hits a new high, ranking sixth in the world
According to Similarweb data, ChatGPT (chatgpt.com) climbed to sixth place for the first time among the world’s most visited websites in January 2025, with a traffic share of 2.33%, a monthly increase of 5.91%. Google ranks first with a traffic share of 29.21%, and YouTube ranks second. Sam Altman tweeted: “There is still a long way to go to catch up with Google.”
Sam Altman released three observations about AGI: The cost of using AI is reduced by about 10 times every year
OpenAI CEO Sam Altman said in a blog post that AGI (General Artificial Intelligence) is gradually emerging and its impact may surpass all previous technological changes. He made three key observations about the economics of AI: 1. The intelligence of AI models has a logarithmic relationship with computing resources-investment in training calculations, data and inference calculations can be increased infinitely, and sustained and predictable benefits can be achieved. 2. The cost of using AI is reduced by about 10 times every year-for example, the word cost of GPT-4 in early 2023 has dropped by about 150 times compared with the cost of GPT-4o in 2024, far exceeding the growth rate of Moore’s Law. 3. The intelligence of linear growth brings ultra-exponential social and economic value-which encourages increasing investment and will not stop in the short term. Altman predicts that AI agents, such as software engineering assistants, will become “virtual colleagues” and penetrate widely across industries. He believes that the economic impact of AI may be similar to that of a transistor, changing the world in ways that are subtle but extremely profound. At the same time, the popularity of AI may lead to a sharp drop in the cost of certain commodities, while the prices of scarce resources such as land rise. He emphasized that policies and social consensus are crucial to the future of AGI. To ensure that the benefits of AGI are widely distributed, new economic models may be needed, such as providing a “calculated budget” to everyone around the world. He believes that by 2035, everyone should be able to mobilize intellectual resources equivalent to global wisdom in 2025, which will greatly unleash human creativity.
project dynamics
Cosine: The domain name of the CAR token official website was registered in Namecheap 4 days ago. The creator’s funds came from Binance
Slow Fog founder Cos (Cosine) tweeted that the suspected $CAR token announced by the President of the Central African Republic has multiple information opacity: 1. The official website car.meme is inaccessible, and the domain name was registered in Namecheap 4 days ago, which was a short time. 2. The creator’s funding source is Binance, and nearly 80% of the $CAR is distributed in 6 addresses related to the creator, but the details of the lockdown have not yet been verified. 3. The links to the $CAR official website quoted by some trading platforms contain malware. For example, the official website marked with GMGN-may cause user devices to be infected with viruses. In an environment lacking transparency, fraud or risky behavior may occur, and users need to be vigilant and avoid blindly chasing (FOMO).
Bitcoin network transaction fees have been reduced to 1 Cong/byte, and Ethereum Gas fees have been reduced to less than 1 gwei
Data from Mempool.space shows that the current transaction fee (Gas fee) on the Bitcoin network has dropped to 1 Cong/byte, or about US$0.14. Etherscan data shows that the median Gas fee price for Ethereum is currently about 0.9 gwei, or about 0.05 US dollars.
Jupiter Joint Venture: CAR token deployer has re-locked the contract to ensure irrevocability
Jupiter co-founder meow said on the X platform that the $CAR token team has verified its deployment through on-chain transactions and re-locked the contract to ensure irrevocability. The team redeployed contracts that were originally cancellable and tracked key transaction records from casting to locking, while destroying 0.06942 SOL to verify address ownership. In addition, tokens have been locked as planned, including national development, charity, public offering allocation and team shares, of which national development funds have now been changed to irrevocable. All lock-ups can be publicly queried through Streamflow. Although the ownership of the deployment address of the $CAR token has been verified through on-chain transactions and the revocable contract has been revised, no off-chain confirmation has been obtained, which means it cannot prove that the token has a formal connection with the government of the Central African Republic.
Bithumb will launch COOKIE Korean won trading pair
South Korean cryptocurrency exchange Bithumb announced that it will launch Cookie Dao (COOKIE) at 16:00 (KST) on February 10 and support Korean Won (KRW) trading.
Eternity Chain changes its name to Epic Chain and launches a 1:1 token swap
According to an official announcement, Eternity Chain (ERN) officially changed its name to Epic Chain (EPIC) and launched a 1:1 token swap. This upgrade has passed the DAO community vote and received a support rate of 97.1%, marking that the project has entered a new stage in the Layer 2 blockchain ecosystem, focusing on integrating real-world assets (RWAs) and entertainment fields to promote long-term development of the ecosystem. EPIC tokens will inherit all functions of ERN and expand to the Layer 2 ecosystem, including pledge, transaction, governance, etc. In addition, an enhanced pledge reward mechanism will be launched in the future, allowing users to receive token rewards for other projects issued on Epic Chain.
The President of the Central African Republic suspected of announcing the launch of Meme coin CAR, which has reached US$280 million
According to news released on platform X, President of the Central African Republic Faustin-Archange Touadéra announced the launch of Meme Coin CAR, calling it an “experiment aimed at uniting the people, supporting national development and putting the Central African Republic on the world stage.” He emphasized that as the second president in the world to use Bitcoin as legal tender, he has always recognized the global potential of cryptocurrencies. In addition, he said he was working with the X Platform to restore @CARMeme_News (the account has been frozen), and confirmed that the supply of CAR tokens has been securely locked through @streamflow_fi and executed in accordance with the distribution plan and release schedule. Chain data shows that CAR broke through US$0.48 for a short time and is now quoted at US$0.28, with a total market value of approximately US$280 million. It is unclear whether Touadéra’s account was hacked.
views
Matrixport: ETH market share has dropped to 10%, ETH prices may continue to be under pressure
Matrixport released today’s report saying that since late January, the cumulative inflow of funds into the Ethereum Spot ETF has reached US$500 million, but the ETH price has not rebounded significantly, indicating that market selling pressure is still strong. Despite this, interest from long-term value investors seems to be picking up, and some institutions, including members of the World Financial Freedom Organization, have also begun to pay attention to ETH. Looking to the market outlook, the Ethereum network upgrade in March is seen as a potential catalyst, but the market response is relatively cold and fails to reproduce the enthusiastic atmosphere of previous upgrades. The market generally believes that this upgrade is unlikely to trigger a big market. In the absence of clear benefits, ETH prices may continue to be under pressure. At present, Ethereum’s market share has dropped to 10%.
important data
Nansen: Top 5 wallets sold $3.3 million BERA in 24 hours
According to Nansen’s monitoring, in the past 24 hours, the top 5 wallets have sold a total of US$3.3 million worth of BERA tokens. Among them, the Top 100 LINK.E Leaderboard wallet sold the highest amount, reaching US$1.2 million; followed by the “Kingcooom” wallet sold US$812,000; the “Yomomani” wallet sold US$733,000;cryptocleopatra.eth sold US$371,000; and the High Balance wallet sold US$193,000.
The Ethereum spot ETF had a net inflow of US$420 million last week, with none of the nine ETFs having a net outflow
According to SoValue data, from February 3 to February 7, the net inflow of Ethereum spot ETF in a single week was US$420 million, and there was no net outflow from all nine ETFs. Among them, BlackRock’s ETHA net inflow was US$287 million, with a historical total net inflow of US$4.42 billion; Fidelity’s FETH net inflow was US$97.28 million, with a historical total net inflow of US$1.51 billion. As of press time, the total net asset value of the Ethereum Spot ETF was US$9.880 billion, the ETF net asset ratio (as a proportion of Ethereum’s total market value) reached 3.17%, and the historical cumulative net inflow reached US$3.179 billion.
Chainalysis: More than 810,000 wallets lost more than $2 billion due to Trump’s price collapse
According to the New York Times, on January 17, 2025, the Trump family announced the issuance of $Trump tokens, which immediately triggered violent market fluctuations. An early trader (wallet address 6QSc2Cx) spent $1,096,109 on 5,971,750 $Trump units at a unit price of $0.18 less than two minutes after the news was released. After the price soared to $75, the maximum profit was US$109 million in two days. However, investors who entered the market late suffered heavy losses. According to Chainalysis analysis, as of this week, more than 810,000 wallets have lost more than US$2 billion due to the plummeting price of $Trump. The current price of the token is only US$17, down more than 75% from its peak. Despite the volatile market, the Trump family and their partners have earned nearly $100 million in transaction fees from the token transaction, but most of it has not yet been cashed.
Circle made a new $250 million USDC at Solana this morning
According to monitoring by Onchain Lens, Circle created US$250 million on the Solana blockchain early this morning. Since 2025, Circle has created a cumulative US$7 billion USDC on Solana.
4664 bitcoins were transferred from unknown wallets to the Kraken exchange, worth nearly $450 million
According to Whale Alert monitoring, at 7:32 Beijing time, 2,500 bitcoins (approximately US$240 million) were transferred from unknown wallets to the Kraken exchange. 2,164 bitcoins (approximately US$208 million) were transferred from unknown wallets to the Kraken exchange.
