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Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
AI
Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
As the Christmas rally narrative goes head-to-head with the ghost of the 2000 tech bubble, Wall Street's most difficult directional moment has quietly arrived. Deutsche Bank, citing nearly a century of data, is backing a year-end rebound, while BTIG warns using the collapse of the Philadelphia Semiconductor Index as a template—zero panic in the options market, only one sector oversold, two major tech earnings sold off, and a true flush-out that never happened. The answer may lie in this Friday's closing price.
Christmas Rally or a Repeat of the 2000 Bubble? Wall Street's Two Great Historical Scripts Face Off
On the eve of Binance's $6.3 billion hack, Vitalik had just warned of the fragility of centralized defense
Aggregator Hooks Bring External Liquidity into v4: What Is Uniswap Playing At?
In-depth Interpretation of China's Latest Virtual Asset Regulatory Framework: Paradigm Reconstruction and Strategic Implications Under the "Combination of Blocking and Channeling"
On February 6, 2026, China's financial regulatory system simultaneously released two highly significant policy documents: the "Notice on Further Preventing and Disposing of Risks Related to Virtual Currency and Other Matters" (Yin Fa [2026] No. 42) jointly issued by the People's Bank of China and seven other ministries, and the "Regulatory Guidelines on the Overseas Issuance of Asset-Backed Security Tokens by Domestic Assets" concurrently introduced by the China Securities Regulatory Commission (CSRC).
2026-02-12
blockchain
stable currency
finance
policy
currency
RWA
In-depth Interpretation of China's Latest Virtual Asset Regulatory Framework: Paradigm Reconstruction and Strategic Implications Under the "Combination of Blocking and Channeling"
Traditional Gambling Giants Enter Prediction Markets, Aiming to Outmaneuver Wall Street
Advanced data models and the ability to access information ahead of the public are the core advantages of traditional gambling companies.
2026-02-12
Prediction Market
Traditional Gambling Giants Enter Prediction Markets, Aiming to Outmaneuver Wall Street
Vitalik Endorses Algorithmic Stablecoins, Is the True Soul of DeFi Embarking on a Revival Path?
Vitalik Defines "True DeFi", Algorithmic Stablecoin Revival Starts with Breaking Free from the Dollar.
2026-02-12
Vitalik
Algorithmic Stablecoins
Vitalik Endorses Algorithmic Stablecoins, Is the True Soul of DeFi Embarking on a Revival Path?
The "Real vs. Illusory Boom" in Perpetual Contracts: Can You See Through It?
The current perpetual contracts market is no longer a simple growth story; it requires nuanced interpretation of multiple metrics.
2026-02-12
DeFi
The "Real vs. Illusory Boom" in Perpetual Contracts: Can You See Through It?
24H Hot Cryptocurrencies and Key News|US House Narrowly Rejects Motion, Trump Tariff Resolution Can Be Brought to Full House Vote; Hong Kong SFC Plans to Launch Perpetual Contract Regulatory Framework, Limited to Institutional Investors (February 12)
Analysis: Whales Have Significantly Increased Bitcoin Holdings Recently, But Overall Market Demand Remains Insufficient; US January Non-Farm Payrolls Data Far Exceeds Expectations, Signaling Improvement in Labor Market.
2026-02-12
SEC
Uniswap
Trump
24H Hot Cryptocurrencies and Key News|US House Narrowly Rejects Motion, Trump Tariff Resolution Can Be Brought to Full House Vote; Hong Kong SFC Plans to Launch Perpetual Contract Regulatory Framework, Limited to Institutional Investors (February 12)
Strong Non-Farm Payrolls Dampen Rate Cut Expectations, AI Disruption Concerns Continue to Simmer
Following the data release, rate cut expectations have significantly declined. The swap market has pushed back the timing of the next rate cut from June to July, with the probability of a March cut almost completely eliminated. CME data shows that the probability of the Fed holding steady in March has risen to over 94%.
2026-02-12
AI
Strong Non-Farm Payrolls Dampen Rate Cut Expectations, AI Disruption Concerns Continue to Simmer
High-Frequency Scalping, Earning $100K Annually: The Most "Boring" Profit Myth on Polymarket
A player on Polymarket executed 61,793 trades in one year, raking in $106,000.
2026-02-11
Prediction Market
High-Frequency Scalping, Earning $100K Annually: The Most "Boring" Profit Myth on Polymarket
AI Is "Draining" Bitcoin: The Capital Migration Behind $6.2 Billion in ETF Outflows
The AI narrative is absorbing capital that originally belonged to Bitcoin and even software stocks.
2026-02-11
BTC
AI Is "Draining" Bitcoin: The Capital Migration Behind $6.2 Billion in ETF Outflows
Kalshi Trading Volume Continues to Hit New Highs, What is a Reasonable Pre-Market Stock Price?
Assessing high-potential, high-performing stocks ahead of the capital markets.
2026-02-11
finance
Prediction Market
Kalshi Trading Volume Continues to Hit New Highs, What is a Reasonable Pre-Market Stock Price?
BTC Halved, DAT Companies Face Billions in Floating Losses: Who's "Selling to Stop the Bleeding"?
Companies that rose purely on "storytelling and leverage" are now paying the price for their aggressive expansion.
2026-02-11
BTC
ETH
DAT
BTC Halved, DAT Companies Face Billions in Floating Losses: Who's "Selling to Stop the Bleeding"?
Maitong (MSX) Official Website msx.com Launches Comprehensive Upgrade, Redefining the RWA Trading Brand Sanctuary with Design
Centered on the core design philosophy of "Rational Romanticism," the upgrade achieves a complete reconstruction across four dimensions: perception, texture, color, and space.
2026-02-11
exchange
RWA
Maitong (MSX) Official Website msx.com Launches Comprehensive Upgrade, Redefining the RWA Trading Brand Sanctuary with Design
Robinhood Achieved Its Best Performance Ever, but Its Stock Price Nearly Halved
For Robinhood, the real test is not the records set in a bull market, but the floor it hits in a bear market.
2026-02-11
Robinhood
Robinhood Achieved Its Best Performance Ever, but Its Stock Price Nearly Halved
Odaily Editorial Team Tea Talk (February 11th)
Prediction markets remain active.
2026-02-11
invest
policy
AI
Prediction Market
Odaily Editorial Team Tea Talk (February 11th)
"AINFT Challenge" Launches, Unveiling a New Chapter in Decentralized Intelligent Services with a Total Prize Pool of 13,000 USDT
The "AINFT Challenge" event offers a dual participation path of claiming millions of points and a recharge lottery, while unlocking and sharing a progressively expanding prize pool.
2026-02-11
AI
"AINFT Challenge" Launches, Unveiling a New Chapter in Decentralized Intelligent Services with a Total Prize Pool of 13,000 USDT
CZ's Latest Interview: I'm Not a Legend, Just an Ordinary Person
With a net worth of billions, his living room still leaks after being released from prison.
2026-02-11
BNB
FTX
founder
CZ
CZ's Latest Interview: I'm Not a Legend, Just an Ordinary Person