市场深寒下加密高管加速「撤离」，两日内已有3位高管官宣转行

分析师：比特币鲸鱼趁回调加仓，当前模式与2022年上半年牛市启动前相似

BlockBeats 消息，2 月 12 日，据 Cointelegraph 报道，Glassnode 分析师表示，比特币鲸鱼在回调期间加仓，交易平台 30 日平均流出占比达到 3.2%，与 2022 年上半年牛市启动前的模式相似。

Morgan Stanley Picks 2 Bitcoin Miners to Double: 158% Upside on AI Pivot

Morgan Stanley initiated coverage of Cipher Mining and TeraWulf with overweight ratings, setting $38 and $37 price targets implying 158% and 159% upside respectively. The investment firm views these bitcoin miners' pivot to AI data centers as major growth driver, with hyperscalers paying premiums for "time to power" solutions amid systematic AI compute supply shortage.

Gate 研究院：加密市场总市值连续回落｜以太坊质押率创历史新高

Gate 研究院周报：市场急跌后修复震荡，BTC、ETH 仍受均线压制；资金回流 AI 等高弹性板块，风险偏好小幅回暖。以太坊质押率突破 30% 创历史新高，供给收缩与流动性结构再平衡。Zerohash 集成 Monad 与 USDC，推动 L1 稳定币支付基础设施落地。Tether 国债配置持续扩张，稳定币正加速嵌入短端利率体系。加密市场总市值连续回落，短期仍处于去风险阶段。Anchorage 完成约 1 亿美元的战略融资，本轮由 Tether 参与投资。

Cardano’s Privacy Blockchain Midnight Lands Google, Telegram in March — Silbert: 5-10% of Bitcoin to Privacy

Charles Hoskinson took the stage at Consensus Hong Kong in a McDonald’s uniform, declared sentiment at an “all time low,” and then dropped two bombshells: Midnight’s mainnet launches March 2026 with Google and Telegram as launch partners, and LayerZero is coming to Cardano with institutional-grade privacy stablecoins. Meanwhile, DCG’s Barry Silbert predicts 5–10% of Bitcoin capital could rotate into privacy coins. We analyze the convergence of institutional DeFi, selective disclosure, and the “a

名义价值25.2亿美元BTC与3.9亿美元ETH期权将于明日到期交割

BlockBeats 消息，2 月 12 日，据 Deribit 数据显示，明日 16 时将迎来期权到期交割，其中： · BTC 期权名义价值 25.2 亿美元，看跌/看涨比率 0.76，最大痛点 7.5 万美元； · ETH 期权名义价值 3.9 亿美元，看跌/看涨比率 0.93，最大痛点 2200 美元。