GM20260203
1）Market Trends
BTC rebounds, altcoins rise broadly. BN's $1 billion fund buys $100 million in BTC. MicroStrategy continues to buy coins.
US stocks rebound, with storage leading the rise. Musk plans to merge SpaceX with xAI; last March he merged xAI with X, creating a super giant of rockets, AI, and social media. Musk's vision is to integrate all companies together.
2）Market Highlights：
1. BTC rebounds. The contract rates for BTC, ETH, and SOL are all negative.
2. Zama on BN, a privacy coin that does homomorphic encryption, has caught the attention of Vitalik.
3. Institutional public chain CC continues to rise sharply to a new high, with a circulating market value of $7 billion (hype is $8 billion circulating market value). Canton has a solid fundamental outlook, with active institutional usage, and the selling pressure of the tokens has basically been fully repurchased.
