The Middle East geopolitical conflict has led to a rise in international oil prices, while Bitcoin prices remain relatively stable, staying around $67,000. The US stock market has shown resilience, with increased correlation to Bitcoin, while Asian markets are more affected. As institutional funds enter the crypto market, Bitcoin is increasingly viewed as a risk asset. Additionally, although the US has a high level of energy independence, rising oil prices may still impact inflation through consumer spending.

The latest data shows that the winter storm in January significantly impacted Bitcoin mining in the United States, with the average daily production of publicly listed mining companies dropping from 70-90 coins to 30-40 coins. This storm forced miners to reduce operations, exposing the close relationship between mining and the energy market.

Odaily Planet Daily reports that He Yi posted on the X platform stating that taking things out of context and over-interpretation are hard to prevent, and rumors, hatred, and conspiracy theories always tend to sway public emotions more effectively. Investors who like to follow such emotions without verification often become a recurring group of investment failures in the industry. Previously, a post showed that CZ's views on Meme Coins were taken out of context and interpreted as criticizing Meme Coins, whereas his original intention was that most Meme Coins won't go very far, and Meme Coins with cultural value can exist long-term.

State Street and Galaxy Asset Management will launch the tokenized liquidity fund SWEEP on Solana in early 2026, providing 24-hour on-chain liquidity management, trading with PayPal stablecoin PYUSD, with an initial capital of approximately $200 million. Future plans include expanding to Stellar and Ethereum.