Release Date: February 2, 2025
Author: BlockBeats Editorial Team

In the past 24 hours, the cryptocurrency market has shown structural changes across multiple dimensions. Mainstream topics focus on the trend of integrating prediction markets with DeFi and AI agents, while leading trading platforms and capital movements continue to influence market sentiment. In terms of ecological development, Solana is promoting application implementation through the integration of Polymarket via Jupiter, Ethereum is conducting new experiments around agentic DeFi and privacy tools, and the Perp DEX track is accelerating competition driven by projects like Hyperliquid and Lighter.

1. Mainstream Topics

1. Coinbase's Direct Confrontation with Wall Street

The Wall Street Journal published an article describing Coinbase CEO Brian Armstrong as "Wall Street's number one enemy." The report reviewed his intense confrontations with traditional banking executives like JPMorgan CEO Jamie Dimon during the World Economic Forum in Davos. The core of the controversy lies in the stalled advancement of the crypto-friendly Clarity Act and the banks' strong concerns about the potential outflow of deposits triggered by "interest-bearing stablecoins."

Dimon privately accused Armstrong of "talking nonsense"; Armstrong responded by stating that traditional banks are obstructing competition through lobbying, harming consumer choice and market vitality. The article pointed out that this conflict has become a microcosm of the struggle between the crypto industry and the traditional financial system.

Stripe CEO Patrick Collison commented that Armstrong's stance is not driven by short-term business interests but aims to promote a more competitive financial market structure.

The overall attitude of the crypto community is positive, generally viewing Armstrong as a "symbol of resistance against Wall Street," with a popular saying: "If Wall Street hates you, it means you're doing something right." Many opinions emphasize that the crypto system has a structural impact on traditional banking deposits and payment systems; however, there are also concerns that if stablecoin regulations tighten further, short-term liquidity may come under pressure.

Overall, the community sees this event as an important milestone in the institutionalization of the crypto industry, but a few question whether Coinbase is gradually evolving into "another bank."

2. CZ's Remarks Spark Community Doubts Again

Binance founder CZ (Changpeng Zhao) posted on Binance Square that due to ongoing FUD surrounding his "1011" incident, "the super cycle has been canceled." This statement was widely interpreted as emotional or even retaliatory, sparking a new round of controversy.

CZ later clarified that his original intention was to indicate that geopolitical uncertainty and a decline in market risk appetite are unfavorable for the formation of a super cycle, but the related discussions did not subside. Some edited clips circulated in the community, reinforcing the perception that "he still has an impact on the market."

Negative sentiment dominated. Many users described his remarks as "like a parent punishing a child," calling for a reduction in reliance on centralized exchanges and individual authorities, and a shift towards more transparent trading platforms (like Hyperliquid). Some opinions portrayed CZ as "a manipulator still influencing market expectations," emphasizing the systemic risks of centralized platforms; however, a few supporters argued that the market's interpretation was excessive. The overall consensus leans towards reducing narrative dependence on a single figure and returning to decentralized principles.

3. Epstein Documents Involving Bitcoin Developers Controversy

Recently exposed Epstein-related documents reveal that between 2015 and 2016, there were emails discussing how Israeli-related forces might influence Bitcoin core developers through funding to modify code or block transactions. The documents also involve Epstein's interactions with MIT and discussions on Bitcoin's governance structure.

One email from Armstrong in 2016 mentioned promoting a 2MB hard fork to avoid "early idealists" hindering the scaling process; another email from Epstein expressed concerns about the "ethical issues of pump-and-dump behavior" and seemingly involved Coinbase investments.

The timing of this revelation coincides closely with the political maneuvering surrounding the Clarity Act, drawing additional attention.

Bitcoin minimalists are generally shocked, worried about potential historical interventions in code or governance; however, many voices regard it as conspiracy theories or targeted FUD, calling for a return to a long-term perspective. Discussions further extend to Bitcoin governance vulnerabilities and the influence of large institutions. The overall tone still emphasizes Bitcoin's censorship resistance and decentralized resilience, interspersed with some dark humor (e.g., "Epstein wouldn't pump coins").

4. Vitalik Explores New Design Paths for Creator Tokens

Ethereum founder Vitalik Buterin proposed a new concept for creator tokens: a non-speculative DAO; by carefully selecting members and limiting scale, it avoids monopolization by high-status users; tokens are used to predict and filter potential high-quality creators rather than purely for financial incentives.

Vitalik criticized existing projects (like Zora) for being easily dominated by a few individuals and used Substack's success as an example to illustrate that high-quality content incentives do not equate to token speculation.

Overall feedback is quite positive. Many views consider this idea more restrained than existing creator economy models and closer to the value creation of content itself. Some discussions focus on execution aspects, such as DAO scale control and integration with platforms like Substack; a few raised concerns about governance complexity, but the overall sentiment is that this proposal provides a new design direction for the content economy.

5. DeepMind AGI Policy Head Comments on Moltbook

DeepMind AGI policy head Séb Krier commented that Moltbook is not a new concept, but rather closer to existing experiments like Infinite Backrooms. He emphasized that risk research on multi-agent systems is of practical significance and should incorporate more perspectives from economics and game theory to build positive-sum coordination mechanisms rather than creating panic narratives.

The discussion is polarized: one side believes Moltbook is merely a repackaging of old concepts, with the real focus being on AI risk governance; the other views it as a social experiment for AI, discussing emergent behaviors (like spontaneous language) that arise within it. Overall, the discussion is heated, but rationality prevails.

6. Columbia University Professor's Empirical Analysis of Moltbook

Columbia University professor David Holtz released a draft analysis of Moltbook, pointing out:

The number of agents in the system is large (over 6000), but the depth of interaction is limited;

93.5% of comments received no response, with dialogue levels not exceeding 5 layers;

It resembles "robots talking to themselves" rather than a true social structure.
The related code and tools have been open-sourced for real-time data analysis.

Most opinions agree that "true emergence has not yet occurred," viewing Moltbook as an early experiment rather than a signal of AGI; there are also discussions comparing it with human social data to analyze the technical reasons for limited AI interaction. Overall feedback is positive, believing that such empirical research helps cool excessive narratives.

7. Balaji's Strong Criticism of Moltbook

Balaji Srinivasan bluntly stated that Moltbook is merely "the exchange of AI slop," highly controlled by human prompts, and not a self-governing society. He believes that if AI lacks constraints and foundations in the physical world, it could be shut down at any time, making it difficult to achieve true social autonomy.

The controversy is intense. One side supports Balaji's judgment, believing this is an engineering demonstration rather than AGI; the other argues that even under constrained conditions, system-level interactions have revealed potential value and can serve as a "laboratory" for studying AI socialization.
The discussion focuses on AI autonomy, controllability, and risk boundaries, remaining highly active.

2. Mainstream Ecological Dynamics

1. Solana

Jupiter Integrates Polymarket

Jupiter Exchange announced the introduction of Polymarket into the Solana ecosystem, achieving native integration of prediction markets through the Jupiter platform. Users can complete transactions on a single interface without cross-chain or additional jumps, emphasizing a "seamless experience." Polymarket subsequently confirmed the collaboration and highlighted the synergy between its liquidity aggregation capabilities and Solana's high-performance network.

Related screenshots show that Polymarket's Super Bowl 2026 champion prediction market is now live: the Seattle Seahawks currently have a winning probability of about 39%, with a total trading volume of $884 million, and the settlement date is February 8, 2026.

The community response is highly positive, with many users describing it as "Huge / Yuuuuuuge," joking that "finally, we can farm Polymarket on Jupiter or just bet our salaries directly."
Some discussions focus on the importance of low friction and near-zero fees, believing this will significantly amplify participation in prediction markets; there are also a few voices concerned about integration details and risk control mechanisms. Overall sentiment is optimistic, viewing this as a key step for Solana in the prediction market track.

2. Ethereum

The Combination of DeFi, ERC-8004, x402, and AI Agents

Ethereum Foundation member binji proposed a concept for an "agent-native credit network": combining DeFi (on-chain credit and liquidity), ERC-8004 (portable reputation mechanisms), x402 (result-based lending execution), with AI agents.

Under this framework, AI agents use "reputation" as collateral to obtain computational resources or funds from DeFi lending pools without human intervention, thus forming a sustainable agent economy system. This proposal emphasizes Ethereum as a neutral infrastructure, supporting "non-human borrowers" and avoiding the re-concentration of computing power and credit.

Overall feedback is extremely positive, with many viewing this as one of the biggest potential opportunities at the intersection of FinTech and AI, frequently mentioning similar explorations like $TIBBIR.

Discussions extend to agent credit risks, reputation decay mechanisms, and liquidation logic, with some users sharing related attempts like Masumi Network and Credshields. A few concerns focus on scalability and governance complexity, but the overall consensus is that "it is worth entering the experimental phase as soon as possible."

Ethereum Members Deposit Funds into The DAO via Tornado Cash

DAO member pcaversaccio transferred 69,420 ETH to the Ethereum Beacon deposit contract through a Tornado Cash address, emphasizing the privacy and security attributes of the operation.
This action renders future withdrawals and allocations on-chain as "tainted" (used in a positive context), seen as a real example of Tornado Cash's legitimate use. Previously, a 1 ETH test was completed, with validator activation expected in about 70 days.

Privacy advocates widely support this, with the community popularizing the slogan "Long Live Tornado Cash," believing this move directly counters the narrative that it is "only for criminal use."
Jokes surrounding the amount's "nice number (69,420)" are frequent, and there are technical discussions suggesting future expansion to a 32 ETH pool. Overall sentiment is positive, emphasizing the legitimacy of privacy tools within the Ethereum ecosystem.

MegaETH Mainnet Launching on February 9

MegaETH announced that its mainnet will launch on February 9, along with the first batch of ecological project listings, including:

Consumer and Gamified DeFi: Euphoria, Hit.one

DeFi: Kumbaya Launchpad, Brix Money (carry trade)

Gaming: Showdown (Poker + TCG), TopStrike (football trading)

GambolFi: OffshoreOnMega

Upcoming: Rocket (prediction market), HelloTrade (equity Perps)

The project team emphasizes the diversity of ecological direction and the positioning of a "real-time blockchain."

The community recognizes the breadth of the ecosystem, with projects like Ubitel (DePIN) and Hit.one Beta receiving significant attention; some users also mention NFT projects (like WCNetizens, 404bunnies). Discussions focus on the potential of gaming and AI agent economies (like Mirra), with overall sentiment optimistic, though rational voices remind participants to conduct thorough research before engaging.

3. Perp DEX

Suspected Multicoin Purchase of Approximately $40 Million HYPE

On-chain monitoring shows that a suspected Multicoin Capital-related address purchased 1.355 million HYPE over the past week, valued at approximately $40.8 million.
The related transactions were tracked via Hypurrscan, sparking speculation in the market about whether Multicoin is increasing its stake in the Hyperliquid ecosystem.

Community reactions are sharply divided: some mock it as a "pussy amount" or Kyle Samani's "emotional capitulation," warning of potential top signals; others view it as a positive sign of heavyweight capital entering the market. The controversy remains focused on the authenticity of the wallet's ownership and investment motives.

Lighter Launches LighterEVM

Lighter.xyz launched LighterEVM, an Ethereum-based L2 that uses custom ZK circuits to achieve low-cost, low-latency transactions, focusing on optimizing write latency and exploring synchronous execution solutions, positioning itself as a digital asset trading infrastructure. The token ticker is LIT.

Tech-oriented users recognize its potential in composability and atomic execution; however, some caution against the proliferation of EVM forks and "scam farming."
Overall attitudes are cautiously optimistic, with a general consensus that ongoing observation of actual performance and potential insider behavior is necessary.

Hyperliquid Launches Unified Margin Account

Hyperliquid introduced a unified account under the Portfolio Margin model:
Stablecoins can be directly used for Perps and Spot trading without manual transfers.
Currently in the pre-alpha stage, with a limit of $1,000, it will support HIP-3 cross-margin in the future.

Users generally refer to it as a "game changer," believing it significantly enhances the trading experience and reduces operational friction.
Some discussions focus on the limits and launch pace, but overall, it is seen as an important enhancement to Hyperliquid's competitiveness.

HIP-3 + Prediction Market Perps

Outcome deployed HIP-3-based prediction market Perps on Hyperliquid, settling in USDT, with a self-staked 500,000 HYPE.
It supports predictions on real and digital assets, with up to 10x leverage, and collaborates with USDT0 and Luganodes for staking, targeting real traders and launching the ANYTHING/USDT market.

The market reacted positively to "prediction market Perps," viewing them as part of the prediction market supercycle.
Discussions focus on self-staking commitments and potential profit structures, with a few remaining cautious about long-term viability.

4. Others

Circle CEO Promotes Agentic DeFi

Circle CEO Jeremy Allaire publicly promoted the concept of agentic DeFi:

Clawnch: AI agents obtain funds through USDC + Morpho lending instead of selling tokens;

Purch.xyz: Agents use USDC to directly purchase Amazon products.

The core narrative is: building an agent-driven autonomous economic system based on public infrastructure and custom oracles without the need for VCs.

The innovation received affirmation, but concerns about security and risk control have significantly increased, with some users warning that "vibe-coded slop" could lead to liquidation risks. Others compared it to Treasure DAO's Halo Finance, pointing out low liquidity issues. Overall, the sentiment is polarized: one side is optimistic about the potential for agent-human collaboration, while the other calls for a return to "Ethereum itself" and risk assessment.

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