Key Market Information Gap on February 8th - A Must-Read! | Alpha Morning News
Top News
1.Solayer Has Opened Qualification Query for Airdrop
2.Trump Plans to Announce Reciprocal Tariff Policy as Early as Friday
3.After Non-Farm Payrolls Data Release, March Rate Cut Probability Drops from 14.5% to 8.5%
4.Story Introduces IP Tokenomics, Community Allocation Accounts for 58.4% of Total Supply
5.Bitcoin Dropped Below $96,000 This Morning
Articles & Threads
By BlockBeats
According to Kaito's Mindshare ranking, today's top-ranked crypto projects include MegaETH, Monad, Story, Abstract, etc., all of which are yet to TGE. BlockBeats has compiled a summary of the popular projects in their ecosystem for readers' reference.
2.《The AI Bubble Punctured by DeepSeek: Blessing or Curse for Crypto AI?》
By BlockBeats
In January 2025, the debut of DeepSeek R1 triggered a seismic wave in the AI world, truly transforming the Crypto AI ecosystem. Over the past cycle, Crypto AI has mainly revolved around AI Agents, but DeepSeek R1 and its open-source strategy completely changed the game: ultra-low training costs, groundbreaking adaptive training methods made the decentralized vision of the AI industry no longer just talk but a tangible reality. This transformation has had a profound impact, with the total market capitalization of the Crypto AI market shrinking significantly, and many AI tokens experiencing a 70% pullback. But is this really a crisis? Or does it signify a thorough reshuffle of Crypto AI? Is DeepSeek truly the "terminator" shattering the narrative of Crypto AI, or the "disruptor" accelerating its entry into the era of utility?
24H Top Projects (‼️ High Rug Risk ‼️)
Daily new projects or community focus updates, filtered and ranked by X Alpha account follow count and growth
Data Source: getmoni.io
BlockBeats Note: The following are early-stage projects with low follow counts, extremely high Rug and contract risk. Participation should be cautious and is not investment advice
1. Blast (@Blastbera)
Blast meme on Berachain

2. Dexari (@DexariDotCom)
A mobile trading app built for complete freedom and control to dominate the on-chain crypto market. Supported by @hyperliquidx. Early access is now open.

3. Buzzit.TON (@buzzit_public)
The first polling app in Telegram's buzzit

Market Data
Daily market overall capital heat (reflected by funding rate) and token unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate

Token Unlocks
No token unlocks currently
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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.
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As of December 31, 2025: The company holds 1,183 BTC.
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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."
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
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.
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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.
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.
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.
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."
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
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.