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Foresight News reported that, according to information on Circle's official website, approximately 8.4 billion USDC were issued and about 5.8 billion USDC were redeemed in the week ending February 12 (local time), resulting in a net increase of around 2.6 billion USDC in circulation. As of February 12 (local time), the circulating supply of USDC was approximately 73.1 billion, with reserve assets valued at about 73.4 billion US dollars.

Gelonghui, February 15th｜Recently, Gao Yi Asset disclosed its U.S. stock holdings as of the end of 2025 to the U.S. Securities and Exchange Commission (SEC). According to the data, by the end of 2025, Gao Yi Asset held shares in 13 companies in the U.S. stock market, with a total market value exceeding $600 millions. From the top ten holdings, Chinese concept stocks are its main focus. In addition, in the fourth quarter of last year, Gao Yi Asset increased its positions in Chinese concept stocks such as Pinduoduo and KE Holdings, and newly bought Yatsen Holding. Public information from the SEC shows that as of the end of 2025, Gao Yi Asset's top ten U.S. stock holdings were Huazhu Group, Pinduoduo, Google, Yum China, KE Holdings, RLX Technology, NetEase, iQIYI, TSMC, and ISHARES TR, with Chinese concept stocks occupying a dominant position. By the end of last year, Gao Yi Asset held 1.333 million shares of Pinduoduo, a significant increase of 629,000 shares compared to the end of the third quarter last year.

10x Research posted on X that cryptocurrencies and related stocks are entering a critical turning point, with inflation falling faster than expected and position allocations reaching extreme levels. Despite earnings reports falling short of expectations, a certain exchange has quietly rebounded, and several mining companies shifting to the AI sector have attracted billions of dollars in institutional funds and long-term infrastructure investment. Bitcoin stabilized after forced liquidations, and whales have started accumulating, but structural risks remain unresolved. MicroStrategy announced that future acquisitions will prioritize the use of perpetual preferred stock to optimize its capital structure, with unrealized losses reaching $4.8 billion.