Key Market Intelligence from February 8th, How Much Did You Miss Out On?

By: blockbeats|2025/02/08 19:15:03
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Top News

1. Yesterday's U.S. Bitcoin Spot ETF Sees $171 Million Net Inflow

2. Zhu Su: Closed BERA Short Position, Switched to Long ETH

3. Trump: DeepSeek Poses No Security Threat, U.S. Can Benefit from Its Innovation

4. U.S. Bond Yields Close Mixed This Week, CPI to Be Released Next Week

5. Whale Address Bets on TRUMP Rebound, Bought 95,000 TRUMP Tokens 4 Hours Ago

Trending Topics

Source: Overheard on CT (tg: @overheardonct), Kaito

[STORYPROTOCOL] Today's discussion about STORYPROTOCOL mainly focused on the unveiling of its tokenomics and the upcoming $IP token, which aims to revolutionize blockchain-based intellectual property management. The community is excited about its fair distribution model, with 58.4% of the tokens allocated to the ecosystem and community, and the $IP token is expected to be used for governance and staking. Due to STORYPROTOCOL's unique approach to IP tokenization and support from prominent investors like a16z, the project has garnered widespread attention. Additionally, the community is actively discussing the rewards that proactive participants and 'yappers' may receive, as well as strategic partnerships and initiatives that STORYPROTOCOL is undertaking to drive ecosystem growth.

[KAITO] Today's discussion about Kaito primarily centered around its yapper program and collaborations with key industry projects, notably its partnership with Story Protocol, expected to reward active participants. The community is actively engaging in content creation and interaction to maximize their Yaps, reflecting KAITO's increasing influence in the crypto space.

[COINBASE] Coinbase has become the focal point of today's discussion due to several key events. The platform announced the listing of Solana's meme coins $PENGU and $POPCAT for spot trading, sparking widespread attention. Additionally, Coinbase's CEO Brian Armstrong was mentioned in a viral text exchange with Kanye West, where Kanye expressed a desire to engage in crypto transactions bypassing intermediaries. The CFTC announced the launch of a digital asset market pilot program, with Coinbase as one of the participants, further highlighting the company's involvement in regulatory advancements. All these developments, along with discussions about Coinbase's potential growth and strategic partnerships, have boosted its visibility and engagement on social media.

[MONAD] Today's discussion about MONAD has focused on its growing community and ecosystem, with anticipation building for its upcoming testnet launch. The community has been praised for its supportive culture and innovative projects, including NFTs and decentralized applications (dApps), expected to drive widespread adoption. MONAD's unique execution system and consensus mechanism have also garnered attention for their ability to efficiently process a high volume of transactions. The anticipation for MONAD's development is reflected in its growing mindshare, with community members actively engaged in driving its vision and potential.

[SOLAYER] SOLAYER has captured extensive attention on Twitter due to its upcoming airdrop and token generation event (TGE) scheduled for February 11. The airdrop eligibility check tool is now live, allowing users to verify if they qualify for the $LAYER token airdrop. The project has allocated 12% of the total supply for the airdrop, with no vesting period, making all tokens available at TGE. The community is excited about SOLAYER's potential, as SOLAYER is developing InfiniSVM, which is the next-generation blockchain architecture. Discussions have also focused on the project's tokenomics, with a total supply of 1 billion $LAYER tokens and an initial circulating supply of 220 million tokens.

Threads & Tweets

1. VC Returns, @YettaSing

Key Market Intelligence from February 8th, How Much Did You Miss Out On?

2. Web3 Team Composition, @0xAikoDai

Featured Articles

1.《Elon Musk Terminates Hundreds of Contracts in 18 Days, Leading a Revolution with Post-2000s in the U.S.

BlockBeats

Musk collaborated with Trump to establish the "Department of Government Efficiency" (DOGE), under the guise of "streamlining the government," to drive radical reform. Its core goals include reducing government spending, digitizing the bureaucratic system, and using algorithms to replace human decision-making. The high-profile shutdown of the USAID operation has also exposed the true face of the previously mysterious DOGE group members, and this may only be the beginning as the power map of the U.S. federal government is rapidly being reshaped.

2.《BTC Trading Sideways, Altcoins at New Lows - Is the Bull Market Over? | Trader's Observation

BlockBeats

Since Trump took office, there has been no significant policy promotion for the cryptocurrency market, except for the family WLFI fund continuously buying coins, with some scandals suggesting a "possible collusion with projects" relationship; Trump's son called for buying ETH, and the fund "allegedly quietly dumped ETH." Trump's government pressure on the SEC to lower rates also had no impact, and government entities such as the established cryptocurrency committee have been all talk and no action.

Top Gainers & Losers

Token price movements on February 8, sorted by trading volume

Top Gainer

1.$POPCAT

2.$UXLINK

3.$BRISE

Top Loser

1.$BERA

2.$MOVE

3.$ARC

On-chain Data

On-chain Fund Movement on February 8th

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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.


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