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BlockBeats News, February 7, according to monitoring by Lookonchain, the address starting with 0xcA0, labeled as "BTC OG Insider Whale" (agent Garrett Jin), and Trend Research under Yilihua used the same deposit address at a certain exchange. According to on-chain data, the Trend Research address transferred 7.989 million USDT to the address starting with 0xcdF one day ago, which was then moved to a hot wallet address at a certain exchange starting with 0x28C. The "BTC OG Insider Whale" transferred 10,000 ETH to the address starting with 0xcdF two hours ago, which was then moved to the hot wallet address at the exchange starting with 0x28C. Lookonchain did not provide further interpretation. However, exchange deposit addresses are usually exclusive to users (especially frequently used hot deposit addresses for large amounts), so the possibility of "coincidence" or "address reuse" (such as through a common fund provider/OTC channel) cannot be completely ruled out. Nevertheless, under normal circumstances, the probability of two independent whales/institutions using exactly the same deposit address is extremely low.

Foresight News reported that the intelligent DeFi ecosystem INFINIT has announced a postponement of the token unlocking schedule for investors and core contributors. INFINIT will delay the unlocking date for investor token allocations by 3 months, with the original first unlocking date set for February 7, 2026, and the new unlocking date now May 7, 2026. In addition, the unlocking date for core contributor token allocations will also be postponed by 3 months, extending the lock-up period from 12 months to 15 months, followed by a 3-year vesting period.

BlockBeats News, February 7, a16z partner and a16z crypto leader Chris Dixon published an article on social media titled "The Long Game of Crypto," stating: There is a popular saying right now—that non-financial applications of crypto are dead. Some also claim that the "read-write-own" model has failed. These conclusions both misunderstand the core concept and misjudge the stage of development we are in. We are currently in the financial era of blockchain. But the core idea was never that all crypto applications would emerge at once, nor that finance would not come first. The central concept has always been that blockchain introduces a new primitive: the ability to coordinate people and capital at internet scale, embedding ownership directly into the system. (And increasingly, it is also being used to coordinate AI agents.) Finance is the field where this primitive most naturally proves its value, which is why we often cite finance as the primary productive use case for tokens. Finance is not separate from the broader vision, but a part of it. It is the foundation and testing ground for all other applications. At a16z and a16z crypto, we take the long view: our fund structures are designed for cycles of over 10 years, because building new industries takes time—and the order of operations is crucial. Infrastructure and distribution networks often precede new categories of applications. The internet did not begin with social media, streaming, or online communities; it began with packet switching, TCP/IP, and basic connectivity. Only after hundreds of millions of people came online did entirely new cultural and economic categories emerge. Crypto will likely be similar. A reasonable hypothesis is that we need to onboard hundreds of millions of people through financial applications such as payments, stablecoins, savings, and DeFi before we see meaningful adoption in media, gaming, AI, or other potentially more distant fields. Many applications rely on wallets, identity, liquidity, and trust mechanisms already being in place. This is why a16z has spent more than five years working to promote the establishment of clear token regulatory frameworks. Great undertakings take time. The breakthroughs we see today in AI are the result of decades of hard work by outstanding talent. Building new technological systems is a marathon, and this is what a marathon looks like in practice: long periods of groundwork, followed by sharp inflection points. It is these chaotic years that create the achievements that will seem obvious in the future.