ICYMI: Markets Are Entering A New Era Of AI-Driven Disruption
We Cover:
🔸 Productivity regime shift
🔸 Mag7 buybacks fading
🔸 Factor rotations
🔸 Bitcoin’s failure vs gold
🔸 Fed policy, Epstein list & more!
@Tyler_Neville_ @qthomp @fejau_inc
Timestamps:
00:00 Intro
02:16 De-Leveraging and Market Stress
05:20 AI CapEx vs Buybacks and Mag7
14:04 Crypto Bloodbath and Risk Assets
18:47 Ads (Grayscale)
21:42 Credit Risk, Factors, and Fed Path
32:52 Epstein Fallout
35:47 Ads (Grayscale, Coinbase)
37:19 Market Structure, Bond Market
46:18 Private Equity and AI CapEx
59:27 Final Thoughts

Twitter

Author | Jeff Park (Chief Information Officer, Bitwise)
Compiled by Odaily Odaily(@OdailyChina)
Translator | Dingdang (@XiaMiPP)
Editor's Note: On February 5th, the cryptocurrency market experienced another crash, with over $2.6 billion liquidated in 24 hours. Bitcoin briefly plummeted to $60,000, but the market seems to lack a clear consensus on the causes of this decline. Bitwise CIO Jeff Park offers a new analytical framework from the perspective of options and hedging mechanisms.
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The Black Swan Event Was Actually This: The Real Reason for the Recent Bitcoin Crash

Author | Jeff Park (Chief Information Officer, Bitwise)
Compiled by Odaily Odaily(@OdailyChina)
Translator | Dingdang (@XiaMiPP)
Editor's Note: On February 5th, the cryptocurrency market experienced another sharp drop, with over $2.6 billion liquidated in 24 hours. Bitcoin briefly plummeted to $60,000, but the market seems to lack a clear consensus on the causes of this decline. Jeff Park, CIO of Bitwise, offers a new analytical framework from the perspective of options and hedging mechanisms. [...]

The release of this new regulation marks a historic leap in the attitude of Chinese regulators towards virtual assets, shifting from a "complete ban" to a "combination of restriction and guidance."

Article Author & Source: Guofeng Law Firm On February 6, 2026, the "Notice on Further Preventing and Handling Risks Related to Virtual Currencies" (Yinfa [2026] No. 42, hereinafter referred to as "Document No. 42"), jointly issued by eight ministries led by the People's Bank of China, and the "Regulatory Guidelines on the Issuance of Asset-Backed Securities Tokens Overseas by Domestic Assets" (hereinafter referred to as the "Guidelines") simultaneously issued by the China Securities Regulatory Commission, have triggered significant reactions in the legal and financial circles...