meet our customers' needs; our ability to attract, retain and motivate qualified personnel; competition in our industry; failure of counterparties to perform their contractual obligations; systems, networks, telecommunications or service disruptions or failures or cyber-attack; ability to obtain additional financing on reasonable terms or at all; litigation costs and outcomes; our ability to successfully maintain and enforce our intellectual property rights and defend third party claims of infringement of t ...

吴说获悉，香港理工大学（PolyU）区块链技术研究中心与 Ethereum Foundation 于 2 月 10 日签署合作 备忘录（MoU），双方将围绕区块链科研合作与人才培养展开长期合作。根据协议，双方将深化学术 研究、推动 Web3 相关领域发展，并支持区块链方向的硕士及博士人才培养。以太坊基金会还将支持设 立奖学金，用于奖励区块链技术及网络安全相关项目的优秀学生。 （来源：吴说） ...

On February 12, 2026, Oasis Management Co Ltd. disclosed a new position in Core Scientific (NASDAQ:CORZ), acquiring 2,643,729 shares worth $38.49 million. What happened According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Oasis Management Co Ltd. reported acquiring 2,643,729 shares of Core Scientific as a new position. The quarter-end value of the position stood at $38.49 million, which accounts for both the purchase and the stock’s price movement during the period. Wh ...

Core Insights - High-profile investors have been discussing the convergence of artificial intelligence (AI) and cryptocurrency for nearly two years, but no standout AI crypto has emerged yet [1] - Ethereum, the second-largest cryptocurrency, is suggested as a potential leader in the AI crypto space [2] Group 1: Ethereum's Potential in AI - Ethereum founder Vitalik Buterin has previously explored the potential uses of Ethereum's blockchain for AI, especially during the rise of generative AI [3] - Buterin believes that blockchain technology is well-suited for AI due to its speed, scale, and decentralized nature, potentially serving as an economic base layer for AI [4] - Ethereum could facilitate the development of new tools for interacting with AI models without relying on centralized tech providers, and enable innovative methods for AI agents to coordinate and transact [5] Group 2: Investment Implications - A surge in AI activity could significantly increase Ethereum's value, similar to its role in the decentralized finance (DeFi) sector, suggesting it may currently be undervalued at around $2,000 [6] - However, there are concerns that this vision for Ethereum may be overly idealistic and economically unfeasible, as it aims to enhance market and governmental functions while empowering individuals [7] - Buterin envisions a scenario where individuals can remain connected to blockchain and AI models even in remote settings, referred to as the "cypherpunk mountain man vision" [8]

Core Insights - Morgan Stanley is enhancing its crypto infrastructure capabilities, focusing on decentralized finance (DeFi) and real-world asset tokenization, in response to the pro-crypto environment in the US [1][2] Group 1: Job Opportunities and Focus Areas - The firm is actively seeking a senior-level engineer to lead its blockchain architecture, emphasizing DeFi and tokenization as key areas of focus [2] - The successful candidate will be responsible for developing scalable, secure, and regulatory-compliant solutions that integrate traditional banking with digital asset industries [4] Group 2: Market Growth and Value - DeFi and real-world asset tokenization have become the fastest-growing sectors in the crypto economy, with over $100 billion in total value locked (TVL) according to DeFiLlama [3] - The infrastructure strategy involves using Ethereum and Polygon for public network liquidity and Layer-2 scaling, while Hyperledger and Canton will be utilized for privacy-preserving transactions [5] Group 3: Future Developments - Morgan Stanley plans to launch a proprietary crypto trading service on its E*Trade platform in the first half of 2026, supporting Bitcoin, Ethereum, and Solana trading [6] - The firm’s expansion aligns with trends in traditional finance, as competitors like BlackRock and Fidelity are also engaging in tokenization of institutional funds [6] Group 4: Industry Trends - There is a notable increase in blockchain-related job openings at major financial institutions like JPMorgan Chase, indicating a shift from experimental projects to permanent digital asset products [7]

Trump Media and Technology Group is expanding its push into digital assets, filing for two new cryptocurrency exchange-traded funds tied to Bitcoin, Ether and the Cronos ecosystem. Key Takeaways: Trump Media filed for two crypto ETFs tracking Bitcoin, Ether and the Cronos token. The Cronos fund would include staking rewards with Crypto.com providing custody and services. The move deepens ties between US politics and the growing crypto investment sector. Truth Social Funds, the ETF arm of the comp ...

Core View - Helix Partners Management increased its stake in Core Scientific by purchasing 350,000 additional shares, valued at approximately $6.10 million, reflecting confidence in the company's future prospects [2][8]. Company Overview - Core Scientific is a leading provider of digital asset mining and blockchain infrastructure services in North America, utilizing advanced data center facilities and proprietary software to enhance mining efficiency [6][9]. - The company operates a dual business model, generating revenue from both direct digital asset mining and recurring fees from hosting services for institutional clients [9]. Financial Performance - For the trailing twelve months (TTM), Core Scientific reported revenue of $334.18 million, with a net income loss of $768.31 million [4]. - In the third quarter, the company generated $81.1 million in revenue, with high-density colocation revenue increasing to $15.0 million from $10.3 million year-over-year, despite a decline in total revenue [11]. - As of February 12, 2026, Core Scientific's stock price was $17.48, reflecting a 44.58% increase over the past year, outperforming the S&P 500 by 31.68 percentage points [4][8]. Investment Implications - Core Scientific now constitutes 27.41% of Helix Partners Management's assets under management, indicating a strong conviction in the company's potential [8][10]. - The company is pivoting towards high-density colocation services tied to AI workloads, with significant capital expenditures funded by CoreWeave [12].

Group 1 - Blockchain is a foundational technology known as the "trust machine," transforming various sectors such as finance, logistics, and government operations [2] - The core of blockchain is a "shared, immutable ledger," where data is maintained by a decentralized network of nodes, making data tampering nearly impossible [2] - The three main advantages of blockchain are decentralization, transparency, and smart contract autonomy, which enhance data reliability and operational efficiency [2] Group 2 - In the financial sector, the mBridge cross-border payment project achieves real-time settlement and reduces fees by over 90%, revolutionizing traditional cross-border remittance methods [3] - In supply chain management, Ping An's "Yiqichain" allows core enterprises to transmit credit along the chain, enabling SMEs to secure financing based on real transaction data, reducing financing cycles from 30 days to 1 day [3] - In government services, Shenzhen's blockchain electronic certificate platform significantly improves efficiency, reducing invoice reimbursement time to 3 minutes and real estate registration to under 1 hour [3] Group 3 - Blockchain has evolved from "1.0" to "2.0" supporting smart contracts, and is now in the alliance chain phase aimed at enterprise collaboration, focusing on reconstructing trust mechanisms rather than disrupting existing systems [3] - The future of blockchain lies in its integration with AI and IoT technologies, unlocking value in areas such as carbon trading and industrial internet, establishing trust as a fundamental attribute of the digital economy [3] - Understanding blockchain's essence as a "trust machine" is crucial, as it addresses trust issues between strangers, paving the way for a more transparent, efficient, and trustworthy digital world [3]

Figure Technology confirmed Friday that it suffered a customer data breach after an employee was targeted in a social engineering attack. The hacking group ShinyHunters claimed responsibility, saying Figure refused to pay a ransom and that it published 2.5 gigabytes of stolen data. TechCrunch, which first reported on the breach, said that it reviewed some of the files, which included customers’ full names, home addresses, dates of birth, and phone numbers. “We recently identified that an employee was so ...

Shares of Figure Technology Solutions (Nasdaq: FIGR) jumped more than 7% on Feb. 13 after the blockchain-based lending and capital markets company shared preliminary financial results for the fourth quarter of 2025 and announced plans for a secondary stock offering. The company said it expects fourth-quarter revenue of between $158 million and $162 million. It also expects adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $80 million to $83 million. Both figures are high ...