Key Market Information Discrepancy on February 11th - A Must-See! | Alpha Morning Report

By: blockbeats|2025/02/11 10:15:02
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Editor's Picks

1.North Carolina has proposed a strategic Bitcoin reserve bill aimed at becoming the first Bitcoin-buying state in the U.S.

2.Nasdaq files listing and trading CoinShares XRP ETF application with the U.S. SEC

3.Trump's crypto project WLFI increases its MOVE holdings

4.Strategy accumulated 7,633 BTC last week at an average price of $97,255

5.CZ: BNB Chain has been trapped for too long, it's time to break free

Articles & Threads

1. "Decoding Solana's Staking Market, Nurturing New DeFi Opportunities"

by radetheflow_, Crypto Researcher

Ethereum is currently the main battlefield for staking, but with Solana's rapid growth in this bull market cycle, its low cost, high throughput, and strong network effects make it a potential hotbed for staking. The author explores the market opportunities of Solana staking, including its ecosystem maturity, innovation potential, network scalability, and optimization of DeFi capital efficiency.

2. "USDT Savings' Highest Yield Exceeds 90%, Is Kamino's Next PYUSD Moment Here?"

Rhythm BlockBeats

The continued decline has made market participants more resistant to risks and has strengthened their demand for stable returns. For DeFi users, stablecoins not only serve as a hedge against market volatility but have also gradually evolved into a "steady wins the race" financial track. The rapid expansion of stablecoin applications in the Solana ecosystem has provided participants with more diverse investment strategies and greater potential for returns. Next, we will take the leading lending protocol Kamino on Solana as an example to explore its new trends and high-yield opportunities in the stablecoin financial management field.

24H Popular Projects (‼️High Rug Risk‼️)

Daily new projects or community attention dynamics, sorted and ranked by X Alpha account followers and growth

Data Source: getmoni.io

BlockBeats Note: The following are early-stage projects with few followers, with extremely high Rug and contract risks. Participation should be cautious, and this is not investment advice

1. Latent Arena (@latentarena)

A decentralized platform that allows users to predict the interactivity of content

Key Market Information Discrepancy on February 11th - A Must-See! | Alpha Morning Report

2. BRAT (@Bratonbase_io)

Base ecosystem meme

3. TxLabs (Ø,G) (@TxLabsAI)

The first AI smart agent hub on 0G, part of the largest DeAI L1 ecosystem

Market Data

Daily overall market funding heat (reflected by funding rate) and token unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


Uncovering YZi Labs 229 Investment: Over 18% of the portfolio is already inactive, with an average project transparency score of 78

In terms of strategic direction, YZi Labs has begun to extend into areas such as AI and stablecoins, but overall it is still in the layout and validation stage.

The business of crypto VC is becoming promising

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