Key Market Intelligence on February 26th, how much did you miss out on?
Featured News
1.Selected AI Sector Tokens Rebound, SWARMS Surges 35.4% in 24 Hours
2.Opinion: Continuous Growth of Global M2 Money Supply May Trigger Significant Bitcoin Price Surge
3.Oklahoma House Committee Passes Bitcoin Strategic Reserve Bill, Heads to Full House Vote
5.Hong Kong to Issue Second Virtual Asset Policy Statement
Trending Topics
Source: Overheard on CT (tg: @overheardonct), Kaito
DOT: Today's discussions around DOT primarily revolved around Grayscale's Polkadot ETF application submitted to Nasdaq, causing significant excitement as a positive development for Polkadot. This move is expected to attract institutional investment and boost DOT ecosystem liquidity. Additionally, there is high anticipation for Polkadot 2.0, which promises significant changes such as the Parathread model and OpenGov, aiming to enhance network flexibility and community governance.
UNI: Today's main UNI discussions focused on the SEC dropping its investigation into Uniswap Labs, seen as a major win for the DeFi space. This decision has sparked positive sentiments and discussions on regulatory transparency and its impact on the future of decentralized finance. Furthermore, there were mentions of new features and improvements in Uniswap V4, along with broader discussions on SEC's recent actions affecting other crypto platforms like Coinbase and Robinhood.
BABYLON: Today, the discussion around BABYLON is mainly focused on the $BABY token airdrop registration launched by Babylon Labs, which is open until March 15. Eligibility criteria include Phase 1 stakers, Vanguard Pass NFT holders, Phase 1 finality providers, and contributors to specific GitHub repositories. The project has garnered attention for its innovative approach to Bitcoin staking, providing a trustless self-custody protocol that combines Bitcoin's security with a PoS chain. Babylon's collaboration with major players such as Binance and OKX, as well as the strong support from Paradigm and Polychain, has also been notable.
REDSTONE: Today, discussions around REDSTONE (ticker: $RED) surged as it was announced that the token would be listed on the Binance Launchpool, making it the 64th project on the platform. Pre-market trading is set to commence on February 28, 2025, introducing a new circuit breaker mechanism. Users can stake BNB, FDUSD, and USDC to mine $RED, with 4% of the total supply allocated for this purpose. The project is known for its modular oracle solution and has been gaining attention for its integration with Movement Labs' Layer 2 network, enhancing its role in the Ethereum ecosystem.
Featured Articles
1. "CEX Liquidation Discrepancy: Is the Market Situation Worse Than Reported?"
threesigmaxyz
This article explores the significant gap between CEX-reported liquidation data and actual liquidation activity. By comparing Hyperliquid's transparent liquidation data with CEX's reported data, it reveals that CEX may underreport liquidation data to mask market volatility or manage public perception. The article also emphasizes the importance of transparency in understanding market risk and systemic risk, pointing out that exchanges like Bybit are taking more open approaches to releasing liquidation data to push the industry towards greater transparency.
2. "Pectra Begins Upgrade Process: What Updates Will Ethereum See?"
Francesco
This upgrade has released a clear signal of Ethereum. We know that these upgrades have been on the agenda for a long time and are not a response to recent criticism. Nevertheless, this upgrade focuses on making the Ethereum network more secure, improving Ethereum accounts, and extending the processing capabilities of "data blobs," which aligns with some of the most critical development needs.
Price Performance
Token price movement on February 26, sorted and ranked by transaction volume
Top Gainer
1. $IP

2. $TIA

3. $MKR

Top Loser
1. $B3

2. $VR

3. $OSOL

On-Chain Data
On-chain fund movement on February 26

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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.

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