February 18 Market Key Insights, How Much Did You Miss?
Highlights
1.CZ Donates 150 BNB to Community Charity Event
3.Following Musk xAI Grok 3 Release, X Sees Significant Increase in Premium+ Subscription Price
5.Inaugural Solana Global Hackathon Now Open for Registration
Trending Topics
Source: Overheard on CT (tg: @overheardonct), Kaito
FTT: Today's discussions about FTT primarily revolve around the upcoming FTX settlements, which are expected to inject a significant amount of liquidity into the market, potentially impacting Solana as a large amount of SOL is scheduled to be released on March 1. Market sentiment is mixed, with some anticipating market volatility while others see it as a bullish opportunity. Additionally, there are comparisons to past events like the FTX collapse, with some users expressing skepticism about the current market conditions and potential scams.
MET: Today's discussions about MET mainly focus on the allegations of financial misconduct against Meteora and its co-founder Ben Chow. Ben Chow has resigned amid allegations of insider trading and market manipulation related to the LIBRA Memecoin issuance. Controversies include coordinated schemes with Kelsier Ventures and other entities, leading to significant financial losses for retail investors. Meteora denies any wrongdoing and has hired a third-party law firm to investigate these allegations. This situation has sparked widespread debate and scrutiny within the crypto community.
FABLEBORNE: Fableborne has attracted significant attention today due to its Kingdoms NFT presale on the Ronin network, which saw over a 17,000% oversubscription, raising over $21 million with participation from over 5,000 individuals. The success of the presale is attributed to strong community support and the game's innovative integration of ARPG and strategy elements. The high demand for the presale and the upcoming $POWER token launch have positioned Fableborne as a leading project in the Web3 gaming space, with discussions emphasizing its potential impact on the gaming industry.
UNI: Today's discussion about UNI has primarily focused on the latest developments of Uniswap and its impact on the DeFi ecosystem. Key topics include the release of Uniswap V4, seen as a significant innovation in decentralized finance and liquidity management, as well as the operational budget for the Uniswap 2025-2026 fiscal year. Additionally, the community has shown significant interest in Uniswap's TVL decline and its position in the DeFi space, drawing comparisons with other protocols like Aave and Lido. The community is also discussing the potential integration of Uniswap V4 with Coinbase DEX, highlighting Uniswap's strategic importance in the broader crypto ecosystem.
Threads & Tweets
1. Clip of Melei's on-stage presentation to the media, @tier10k

2. DeFiTuna exposes LIBRA's issuance advisor for manipulating projects like MELANIA to rug pull over $200 million, @SolanaFloor

Featured Articles
1. "Going Back to Basics: Distinguishing Between Memecoin and Shitcoin"
Original Compiled by: Azuma, Odaily
From Dawkins defining a meme as a "cultural unit" to the birth of DOGE in 2013, memecoins have become the intersection of Internet culture and decentralized finance. Now, what's most important is to distinguish those true memecoins—cultural artifacts stemming from community humor, shared values, and organic dissemination—from shitcoins designed to capitalize on speculative frenzy. Mixing the two is not just a semantic mistake; it also undermines the cultural foundation that makes memecoins so captivating. A memecoin is a narrative that can be traded as an asset, with its value being merely a byproduct of collective belief.
2. "Several Projects Harvesting 200 Million? Insider Reveals How Kelsier Ventures Dumped"
by shushu, BlockBeats
On January 31, Argentine President Milei tweeted from his X account: "He's providing me with advice on the impact and application of blockchain technology and artificial intelligence in the country," along with a photo of himself with a young man in a suit and gold-rimmed glasses. That person is Hayden Mark Davis, a key figure in the LIBRA token issuance controversy.
Biggest Gainers & Losers
Token Price Movement on February 18, sorted and ranked by trading volume
Top Gainer
1. $ACH

2. $IP

3. $MKR

Top Loser
1. $FARTCOIN

2. $SHELL

3.$AI16Z

On-chain Data
On-chain Fund Movement on February 18th

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins
On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.
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In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.
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Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC
DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation
DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.
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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins
On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.
Revenue: Expected to be between $39 million and $41 million, reaching a new company high.
Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.
Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.
Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.
In 2025, DDC's core consumer food business maintained strong operational performance.
The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.
In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.
In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.
As of December 31, 2025: The company holds 1,183 BTC.
As of February 28, 2026: Holdings increased to 2,118 BTC
Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC
DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation
DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.
The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.