A new wallet withdrew 1.6 million ASTER from Binance, worth approximately $1.12 million

On February 12, Krishna Guha of Evercore ISI noted that Kevin Warsh’s hawkish stance on inflation may have been overstated. While his potential nomination initially lifted Treasury yields and pressured gold prices, Warsh should be viewed as a pragmatic conservative who can distinguish between supply-driven and demand-driven inflation — a distinction that could make Fed policy more flexible under his leadership. Warsh has previously argued that artificial intelligence and productivity gains are positive supply shocks that could ease pressure for tighter monetary policy. He supports the Fed’s balance sheet runoff but is unlikely to pursue aggressively tight policies that could roil markets. In a politically charged environment, the Fed’s consensus-driven approach is expected to persist, though it will face extraordinary pressure.

Binance is set to list Espresso (ESP) across its Launchpool, One-Click Buy Crypto, Instant Exchange, Margin, and Futures platforms on February 12. The ESP contract will go live at 21:00 UTC+8 on the same date.

February 12. The GLM Coding Plan—an AI programming subscription package from Today's Spectrum—launched today and sold out immediately. It’s rare in the industry for a paid subscription for a Chinese domestic AI coding model to sell out right after launch. Token prices for Chinese domestic large models are just a fraction of those in the U.S. On the call volume leaderboard of OpenClaw (OpenRouter’s global large model API aggregation platform), Kimi K2.5 recently climbed to the top in just one week, overwhelmingly outpacing giants like Gemini and Claude. Chinese domestic large models are leveraging low prices as a catalyst, paired with strong performance to boost user retention—delivering a one-two punch of price and performance to the AI market.

February 12 — Mining firm Bitdeer (BTDR) released its Q4 2025 financial report on Tuesday, with key metrics posting strong year-over-year (YoY) growth: - Revenue: $2.248 billion (up 226% YoY) - Net income: $70.5 million (a $602.4 million YoY improvement) - Adjusted EBITDA: $31.2 million (up $35.5 million YoY) Operationally, the company delivered standout performance: - Total hash rate: 71.0 EH/s (up 229% YoY) - Self-mined BTC: 1,673 coins (up 257% YoY) - Mining machine efficiency: 17.9 J/TH (a sharp jump from 30.4 J/TH previously) Additionally, Bitdeer’s 3.0 GW power portfolio prioritizes hosting services for large-scale AI and high-performance computing (HPC) applications, while it continues to explore GPU-as-a-Service (GPUaaS) opportunities.

On February 12, the Espresso Foundation announced that claims for its Espresso (ESP) token airdrop are now open.

On February 12, Binance founder CZ said he’s confident in the decision to shift the $1 billion SAFU fund into BTC, inviting people to check in on the outcome down the line. “I could be wrong, but I think this’ll ultimately be good for the SAFU fund. Save this tweet—we can circle back to it later.” Today, Binance’s SAFU fund address added 4,545 BTC (valued at $304.58 million) to its holdings, wrapping up its $1 billion Bitcoin buy plan. The fund now holds 15,000 BTC. Based on the prices at the time of transfers to the fund address, Binance has spent a total of $1.03867 billion—for an average Bitcoin purchase price of roughly $69,245.