Moonwell suffered approximately $1.78 million in losses due to a misconfiguration of a price oracle.

February 18 — Binance CEO Changpeng Zhao (CZ) stated that BNB has delivered a cumulative return of 5,354x over the eight-plus years since Binance launched. Many users have earned significant profits in the Binance and BNB ecosystem, emerging as the core foundational force of the community. CZ specifically thanked “Binance Angels” — longtime volunteer contributors who’ve stayed involved for 5 to 8+ years, quietly supporting the community without pay. He emphasized Binance embraces the “Prosperity for All” business philosophy and adheres to reciprocity in competition and collaboration: “You treat me well, I treat you well.” Binance doesn’t actively seek trouble, but isn’t afraid of challenges. Noting industry players come and go, CZ said Binance will stand the test of time, using game theory to adapt to market shifts in a relatively stable landscape. Additionally, CZ pointed out Binance is committed to building a platform users can trust, but users still need to do their own res

On February 18, Phantom—the cryptocurrency wallet—announced the launch of its MCP Server. The server supports AI agent exchanges, signing, and management of all on-chain addresses compatible with Phantom, and can also integrate with Claude, OpenClaw, or any MCP-compatible client.

**Neil Shen’s H&H International Files 13F: Q4 2025 US Holdings Hit $17.5B, AI Allocation Surges** On February 18, Neil Shen’s investment firm H&H International Investment filed its 13F form disclosing its U.S. stock holdings as of the fourth quarter of 2025. The quarter-end portfolio value reached approximately $17.49 billion, up roughly 19% from $14.7 billion in the third quarter (Q3). The firm held 14 U.S. stocks, with its top 10 positions accounting for 99.66% of the portfolio. Its investment style remained heavily concentrated in value stocks and AI-focused opportunities. The top five holdings were: Apple (AAPL) at 50.30%, Berkshire Hathaway Class B (BRK.B) at 20.63%, NVIDIA (NVDA) at 7.72%, Pinduoduo (PDD) at 7.48%, and Alphabet Class C (GOOG) at 3.33%. ### Key Q4 Position Changes - **Apple (AAPL):** Reduced holdings by 7.09%, selling 2.47 million shares. - **NVIDIA (NVDA):** Boosted positions by over 1100%—from ~600,000 shares in Q3 to ~7.24 million shares—becoming t

Binance Alpha Airdrop Goes Live Today (Feb 18) at 18:00 UTC+8 Users holding at least 242 Alpha Points can claim tokens on a first-come, first-served basis—until the airdrop pool is fully distributed or the event concludes. More details coming soon.

On February 18, per HTX market data, Bitcoin topped $68,000, with its 24-hour price change narrowing to 0.74%.

On February 18, cryptocurrency research firm 10X Research noted that while Bitcoin has fallen 46% from its all-time high, Bitcoin ETFs have seen net outflows of just $8.5 billion—a relatively moderate pullback relative to their total assets under management (AUM). ETF ownership structure reveals market makers and arbitrage-focused hedge funds are the dominant holders, with most positions hedged or market-neutral rather than directional bets on Bitcoin. Additionally, a large share of holdings belong to long-term institutional investors with low turnover and extended investment horizons. Per the latest 13F filings for Q4 2025, an estimated 55-75% of the $61 billion in assets under BlackRock’s IBIT remain held by market makers and arbitrage-focused hedge funds. During Q4 2025, as Bitcoin consolidated around $88,000, market makers reduced their exposure by roughly $1.6-$2.4 billion—reflecting diminished speculative demand and fewer arbitrage opportunities.