Weekly Preview | The White House and cryptocurrency institutions will hold the next round of consultations on stablecoin yields; Consensus HK opens.

Breaking News Preview:

• CME Group will launch ADA, LINK and XLM futures on February 9;
• The White House and cryptocurrency institutions will hold the next round of consultations on stablecoin yields on February 10 (Eastern Time).
• Consensus HK will be held from February 10th to 13th;
• The Ethereum Layer 2 network MegaETH public mainnet will launch on February 9th;
• The U.S. Department of Labor announced that non-farm payroll data will be released on February 11, while CPI data will be released on February 13.
• Coinbase will release its Q4 and full-year 2025 financial results on February 13th;
• The expected registration date for the next FTX allocation is February 14, 2026.

February 9

Exchange:

CME Group will launch ADA, LINK and XLM futures on February 9.

CME Group will launch Cardano (ADA), Chainlink (LINK) and Stellar (XLM) futures contracts on February 9, covering both standard and micro contracts.

CME Group plans to launch 100-ounce silver futures contracts on February 9.

The CME Group announced plans to launch a 100-ounce silver futures contract on February 9, 2026, pending regulatory approval. Jin Hennig, Managing Director and Global Head of Metals at CME Group, stated, “Amid rising geopolitical uncertainty and an accelerating energy transition, silver is increasingly favored by retail traders looking to diversify their portfolios across a wider range of metals. The launch of 100-ounce silver futures will enhance market accessibility, enabling more traders to benefit from the liquidity and efficiency offered by our futures markets.”

PANews Note: According to the product page information, as of 7 PM Beijing time on February 8th, it still shows as "Pending regulatory approval".

Binance Futures will launch several USDT-based perpetual equity contracts, including MSTR, on February 9th.

Binance Futures will launch several USDT-margined equity perpetual contracts on February 9th. Specifically: MSTRUSDT perpetual contract (with a maximum leverage of 10x, underlying stock: Strategy Inc.) will launch at 22:30 on February 9th, 2026; AMZNUSDT perpetual contract (with a maximum leverage of 10x, underlying stock: Amazon.com Inc.) will launch at 22:40 on February 9th, 2026; CRCLUSDT perpetual contract (with a maximum leverage of 10x, underlying stock: Circle Internet Group Inc.) will launch at 22:50 on February 9th, 2026; COINUSDT perpetual contract (with a maximum leverage of 10x, underlying stock: Coinbase Global Inc.) will launch at 23:00 on February 9th, 2026; and PLTRUSDT perpetual contract (with a maximum leverage of 10x) will launch at 23:10 on February 9th, 2026. The target stock is Palantir Technologies Inc.

Project Updates:

MegaETH public mainnet will launch on February 9th.

Ethereum Layer 2 network MegaETH announced that its public mainnet will officially launch on February 9th. Positioned as a "real-time" blockchain for Ethereum, the project aims to achieve ultra-low latency and high transaction throughput, primarily targeting trading platforms, games, and other consumer-facing crypto applications.

SushiSwap, in partnership with Jupiter, will support trading of Solana ecosystem tokens starting February 9th.

Sushi Managing Director Alex announced that SushiSwap has partnered with Jupiter to integrate with the Solana blockchain. SushiSwap will support Solana ecosystem token trading on February 9th, and will also support cross-chain swaps between the Solana and EVM networks.

ZKsync launches ZKnomics staking pilot program, with the first quarter starting on February 9th.

ZKsync will launch the ZKnomics staking pilot program, with the first quarter starting on February 9th. In the future, ZK token holders will be able to stake tokens through the Tally staking pilot interface and earn rewards while participating in governance. The total reward cap for the first quarter is 10 million ZK, and the total reward cap for the second quarter is 25 million ZK. The target annual interest rate at the start of each season is 3%, and depending on participation, the maximum annual interest rate can reach 10% per season. Rewards will be continuously distributed with no lock-up period.

Token unlocking:

Movement (MOVE) will unlock approximately 164 million tokens at 8 PM Beijing time on February 9th, representing about 5.46% of the circulating supply, worth approximately $3.8 million.

February 10

Policy and regulation:

Crypto Reporter: The White House's next round of discussions on stablecoin yields will be held on February 10th.

According to crypto journalist Eleanor Terrett, citing a banking insider, the next round of consultations between the White House and cryptocurrency institutions regarding stablecoin yields is scheduled for next Tuesday (February 10). The meeting will again involve bank staff, as well as representatives from individual banks and industry associations.

Exchange:

Robinhood will release its full-year 2025 earnings report on February 10.

Robinhood (NASDAQ: HOOD) will release its fourth quarter and full-year 2025 financial results after the close of the U.S. stock market on February 10, 2026. Chairman and CEO Vlad Tenev and incoming CFO Shiv Verma will hold a live video conference call at that time.

Binance will delist RVVUSDT and YALAUSDT perpetual contracts on February 10th.

Binance announced that it will automatically settle and close all positions of USDⓈ-M RVVUSDT and YALAUSDT perpetual contracts at 17:00 Beijing time on February 10, 2026, and will subsequently delist the relevant contracts.

Project Updates:

LayerZero has announced a major event to be released on February 10th.

According to official sources, the cross-chain interoperability protocol LayerZero has announced an important event to be released on February 10th.

pump.fun acquired the multi-chain transaction terminal Vyper, which will gradually cease operations starting February 10th.

Pump.fun has acquired the multi-chain trading terminal Vyper for an undisclosed sum. The Vyper team and technical staff will join Pump.fun's product ecosystem, and the infrastructure will soon be migrated to the Terminal trading terminal. Vyper will begin phasing out its services on February 10th.

Espresso Foundation: Registration for the ESP airdrop will close at 8:00 AM on February 10th.

The Espresso Foundation has issued a reminder that registration for the ESP airdrop will close at 8:00 AM on February 10th.

Community activities:

Consensus HK will be held from February 10th to 13th.

Token unlocking:

Aptos (APT) will unlock approximately 11.31 million tokens at 8 PM Beijing time on February 10th, representing about 0.69% of the circulating supply, with a value of approximately $12.3 million.

February 11

Macroeconomics:

U.S. Labor Department: Non-farm payrolls will be released on February 11, CPI data will be released on February 13.

The U.S. Bureau of Labor Statistics announced that the release date for the January non-farm payrolls report will be February 11; the release date for the January CPI report will be February 13. In addition, the December job openings and labor mobility report will be released on February 5. Previously, due to the partial U.S. government shutdown, the release of some data was delayed, but the shutdown ended late Tuesday local time, and the Department of Labor and most other government agencies will maintain operating funds until September 30. It is understood that in addition to the regular monthly employment data and unemployment rate data, the January employment report also includes the highly anticipated annual employment data revisions.

Project Updates:

A Nevada court has issued a temporary injunction against Polymarket and will hold a preliminary hearing on February 11.

A Nevada court issued a temporary restraining order prohibiting Polymarket from offering event contract services to Nevada residents prior to its preliminary hearing on February 11. Judge Jason Woodbury determined that the platform's activities may violate Nevada's gambling laws and are not protected by the exclusive jurisdiction of the federal derivatives regulator. "The Commodity Exchange Act does not grant exclusive jurisdiction over Polymarket contracts to the Commodity Futures Trading Commission. Unlicensed participants like Polymarket, which are not regulated by the Commission, hinder the Commission's ability to perform its statutory functions, including preventing individuals who could influence event outcomes from betting, blocking underage participants, and preventing unqualified individuals from participating. The issuance of this temporary restraining order is well-founded after weighing the difficulties against the public interest of maintaining the integrity of the Nevada gambling industry."

Token unlocking:

Avalanche (AVAX) will unlock approximately 1.67 million tokens at 8:00 AM Beijing time on February 11th, representing about 0.32% of the circulating supply, with a value of approximately $15.2 million.

February 12

Policy and regulation:

The FCA is seeking public comment on its proposed UK cryptocurrency regulatory rules; the deadline is February 12th.

The UK Financial Conduct Authority (FCA) has opened a consultation on proposed rules for regulating cryptocurrencies in the UK. The rules cover areas such as access and disclosure, market manipulation, crypto asset trading platforms, intermediaries, staking, lending, DeFi, and prudential regulatory requirements. The deadline for submitting comments is February 12, 2026.

David Geale, FCA's Head of Payments and Digital Finance, stated, "Our goal is to establish a mechanism that protects consumers, supports innovation, and fosters trust. We have made significant progress in implementing our cryptocurrency regulatory plan and are helping companies meet our standards and complete registration, while we are also awaiting further legislation."

Project Updates:

A federal judge has suspended enforcement of Connecticut's gambling law against Kalshi, and oral arguments regarding the injunction will be held on February 12.

A federal judge has temporarily blocked Connecticut’s enforcement of gambling laws against prediction market platform Kalshi and ordered state regulators to hold off on any enforcement action while the court weighs the company’s preliminary injunction request.

Previously, the Connecticut Department of Consumer Protection issued stop-operation notices to Kalshi, Robinhood, and Crypto.com last week, accusing them of providing unlicensed online sports betting services. Kalshi subsequently filed for a preliminary injunction, arguing that as a contract market designated by the U.S. Commodity Futures Trading Commission (CFTC), it is subject to exclusive federal jurisdiction and that state gambling laws do not apply. The court has scheduled oral arguments for the preliminary injunction on February 12, 2026. Kalshi currently faces similar regulatory challenges in Nevada and other states.

Aztec will conduct TGE on February 12th, with the ETH/AZTEC pool serving as the primary price discovery source.

The Aztec community approved the TGE proposal last week, with over 4,500 validators participating in the vote. Based on the voting results, tokens previously purchased through the CCA auction, tokens in the Uniswap V4 pool, and any accumulated block rewards will begin to unlock and become transferable on February 12, 2026 at 15:00 (Beijing time).

The Aztec Foundation's decision to use Uniswap's CCA mechanism and to price the publicly sold AZTEC tokens in ETH is based on Aztec's long-term development vision. During this TGE, the Uniswap ETH/AZTEC pool has been injected with liquidity by participants through the CCA mechanism, with an initial price of 1 AZTEC = 0.00001551 ETH. This pool currently holds 4234.6 ETH and 273 million AZTEC tokens, making it the third largest liquidity pool in Uniswap V4 and a primary source of price discovery in the early stages of the TGE. Because the initial liquidity is denominated in ETH, the token's fully diluted valuation (FDV) will be affected by ETH market price fluctuations.

Polymarket will open a free grocery store in New York on February 12th, and Kalshi has already given away $50 worth of free food to users.

Prediction market platform Polymarket announced plans to open "The Polymarket," a free grocery store, in New York City on February 12. Polymarket has signed a lease and donated $1 million to the New York City Food Bank. Meanwhile, competitor Kalshi is also running a similar campaign in New York, giving away $50 worth of free groceries to customers and stating that thousands have already claimed their free Kalshi groceries.

February 13

Exchange:

Coinbase will release its Q4 and full-year 2025 financial results on February 13th.

Coinbase announced that it will release its financial results for the fourth quarter and full year of 2025 on February 13, 2026 (Beijing time) at 0:00 AM, and will hold a conference call and webcast at 6:30 AM on the same day. The replay and transcript of the financial results will be released on the investor relations website later.

Binance will delist the spot trading pairs ACA, CHESS, DATA, DF, GHST, and NKN on February 13th.

Binance will cease trading and delist all spot trading pairs for Acala Token (ACA), Tranchess (CHESS), Streamr (DATA), dForce (DF), Aavegotchi (GHST), and NKN (NKN) at 11:00 AM on February 13th. Trading in these spot pairs will cease and orders will be automatically cancelled on February 13th. Deposit services will cease at 11:00 AM on February 14th, and withdrawal support will end at 11:00 AM on April 13th. Furthermore, Binance Futures will automatically settle and delist the aforementioned token contracts at 5:00 PM on February 6th. Margin trading will also gradually cease lending and delisting of related trading pairs on the same day. Delisted assets may be exchanged for stablecoins after April 14th, but successful exchange is not guaranteed.

Binance states that monitored tokens carry significantly higher volatility and risk compared to other listed tokens. These tokens will be closely monitored and subject to regular review. Please note that tokens with a monitored label may face delisting if they no longer meet the platform's listing standards.

Project Updates:

The Pendle buyback program will launch on February 9th, with the first revenue distribution scheduled for February 13th.

Pendle has announced that the sPENDLE buyback program will officially launch on Monday, February 9th, with the first revenue distribution taking place on February 13th. Rewards will be time-weighted, retroactive to 8:00 AM on January 29th, and include any undistributed Pendle fee airdrops. Future distributions will also be time-weighted based on previous distributions.

February 14

Exchange:

FTX: The registration date for the next allocation is February 14th, with a $2.2 billion reduction in disputed claims reserves to fund the allocation.

FTX announced that the expected record date for the next distribution to shareholders holding legitimate interests in FTX is February 14, 2026. The next distribution is expected to begin on March 31, 2026. FTX also filed a revised notice proposing to reduce its disputed debt reserves by $2.2 billion. Subject to court approval, these funds will be released for distribution to approved debt holders in the next distribution.

Project Updates:

Trust Wallet: The first batch of eligible claimants have been compensated. The deadline for claim applications is February 14th.

Trust Wallet has released a security incident update for its browser extension version 2.68 on the X platform. Trust Wallet stated that it has completed compensation payments for the first batch of eligible users, and the remaining claims are being processed in batches. As of now, it has received claims for approximately 95% of the affected funds. Users who have not yet submitted an application must do so by February 14, 2026. Trust Wallet advises users that wallets affected by this security incident should not be used, and users should update to the latest version and migrate their funds immediately. Trust Wallet has launched the "Migrate assets" feature on its browser extension and mobile app to assist with asset migration. The official statement clarifies that if users continue to use the affected wallet after receiving notification, resulting in losses, Trust Wallet will not provide compensation.

February 15

Token unlocking:

Connex (CONX) will unlock approximately 1.32 million tokens at 8:00 AM Beijing time on February 15th, representing about 1.56% of the circulating supply, with a value of approximately $15.6 million.

Starknet (STRK) will unlock approximately 127 million tokens at 8:00 AM Beijing time on February 15th, representing about 4.61% of the circulating supply, worth approximately $6.3 million.

Sei (SEI) will unlock approximately 55.56 million tokens at 8 PM Beijing time on February 15th, representing about 1.03% of the circulating supply, with a value of approximately $4.2 million.