[1/2] [Crypto/TradFi Information Summary] 2026-02-09 08:00 (Beijing Time) ━━ Important News ━━ 1. An Infini exploit user transferred 9,154 ETH via Tornado Cash. An Infini exploiter/hacker transferred 9,154 ETH, worth approximately $19.33 million, via Tornado Cash. (TechFlow | PANews | BlockBeats) 2. Goldman Sachs Trading Department: US Stock Sell-off May Not Be Over, CTAs May Continue Net Selling. Goldman Sachs warns that "the US stock sell-off is not over yet," and trend-following CTAs may continue net selling: If the stock market falls further, it may trigger a sell-off of about $33 billion this week; if the S&P 500 falls below 6707 points, systemic sell-offs in the next month may reach as high as $80 billion; even if the market is stable, CTAs may still sell about $15.4 billion worth of US stocks this week. (BlockBeats) 3. US Debt: Record Interest Payments to Foreign Holders In the third quarter of 2025, interest payments on U.S. public debt to foreign holders rose to a record $292 billion, more than double the amount in 2020. (Kobeissi Letter) 4. Bloomberg: Jack Dorsey's Block plans to lay off up to 10% of its workforce. According to Bloomberg, Block plans to lay off up to 10% of its workforce in an effort to improve efficiency. (The Block) 5. Crypto.com CEO reportedly paid $70 million in cryptocurrency to acquire AI.com Crypto.com CEO Kris Marszalek reportedly paid $70 million in cryptocurrency to acquire AI.com and plans to make his debut during the Super Bowl. (The Block) 6. CoinShares: Only about 10,200 BTC face "real quantum risk" CoinShares stated that only about 10,200 BTC face “real quantum risk,” refuting the market’s “exaggerated” estimates of the quantum threat. (The Block) 7. Trump reiterates his goal of 100,000 Dow Jones Industrial Average. Trump reiterated his goal of 100,000 Dow Jones Industrial Average and emphasized factors such as tariff policies in related posts. (BlockBeats | Kobeissi Letter) Market Analysis 1. Bitcoin experienced sharp short-term fluctuations: After breaking through 72,000 USDT, it fell back below 70,000. Bitcoin briefly rose above/recovered 72,000 USDT (currently trading at 72,028.44; some sources say it rose 4.21% in 24 hours), before falling back and breaking below 71,000 and 70,000 USDT (reaching a low of 69,983.77), indicating an intensified battle between bulls and bears. (Odaily | Foresight News | Foresight News | Foresight News | WatcherGuru) 2. Derivatives Clearing and Funding: Over $107 million cleared in nearly 60 minutes. Cointelegraph reports that over $107 million was liquidated in the past 60 minutes (85.4 million short positions and 22.45 million long positions); and over $4 billion in leveraged liquidations have occurred in the past 5 days. It also reports that the total market capitalization of the crypto market increased by approximately $50 billion in the past 24 hours. (Cointelegraph) 3. Institutional/Spot Sentiment: Coinbase Bitcoin premium has been negative for 25 consecutive days. Cointelegraph reports that Coinbase's Bitcoin premium has been negative for 25 consecutive days. (Cointelegraph) 4. Tom Lee: The crypto market may be in a "bottoming-out phase," with Ethereum historically experiencing multiple rapid recoveries after sharp drops. Tom Lee believes the crypto market may be in a "bottoming phase," and points out that Ethereum has experienced seven deep retracements of over 60% in the past eight years, all of which have been quickly repaired (V-shaped rebounds). If it is currently bottoming out, historical experience suggests that the structure will be repaired quickly. (Odaily | BlockBeats) 5. Stablecoin landscape: Circle and Tether together hold 84.8% market share. Cointelegraph states that Circle and Tether together account for 84.8% of the stablecoin market. (Cointelegraph) ━━ Project Updates ━━ 1. BitMine: Has achieved approximately 71% of its goal of holding 5% of the total ETH supply. Cointelegraph reports that BitMine has now achieved approximately 71% of its goal of holding 5% of the total ETH supply. (Cointelegraph) 2. Pudgy Penguins: Will hold a Valentine's Day pop-up event in New York City. Pudgy Penguins will be holding a Valentine's Day pop-up event in New York City, along with brand marketing featuring merchandise such as plush bouquets. (Decrypt) ━━ Other ━━ 1. Grant Cardone: Billionaire Grant Cardone has announced that he is listing his Gold Coast mansion for sale for 700 bitcoins; similar properties in the neighborhood are listed for approximately $88 million. (PANews)