On March 7th, several venture capitalists stated that the AI boom has reduced the flow of funds into crypto startups, with investors preferring options with visible revenue. Although crypto startups raised $128 million this week, bringing the total close to $2.5 billion, there is still a need to strengthen defensiveness and profitability models. Major funding events include significant financing rounds for ARQ, Crossover Markets, and QFEX.

Large Bitcoin mining companies are accelerating sales due to a significant price decline, with funds shifting to the artificial intelligence sector, repositioning as AI data center operators. MARA, CleanSpark, and others are actively adjusting their strategies to respond to market changes and seek more predictable revenue. Analysts believe the outlook for mining companies is optimistic.

BlockBeats News, March 3rd, OpenClaw's star count on Github has exceeded 250,000, surpassing React's approximately 243,000, making it the most starred actual software project on GitHub. Star count, as the most straightforward indicator of a project's popularity and community attention on GitHub, shows that the AI agent boom continues to erupt.

Odaily Planet Daily reports that American Bitcoin Corp, a mining company supported by the Trump family, disclosed a net loss of $59 million in the fourth quarter. The company previously went public on NASDAQ during the crypto market boom, but as the industry has experienced a significant correction since 2022, its stock price has fallen approximately 90% from its peak in September last year, with a noticeable decrease in market value. After the earnings report was released, the company's stock price dropped nearly 3% again, trading at just over $1 per share. (Bloomberg)

Morgan Stanley analyst Joseph Moore predicts strong Q4 performance for NVIDIA, expecting full-year revenue to grow and possibly exceed $64 billion. He believes that despite surpassing expectations last quarter, the growth momentum has not slowed down.

Citron Research released a report stating that SanDisk's market pricing is too high, recommending shorting its stock and predicting that the memory cycle will peak. Samsung's competition in the high-end SSD market is increasing, and SanDisk's capacity bottleneck may be a short-term phenomenon, with the stock price potentially declining during the cycle adjustment.

ChainCatcher News reports that Federal Reserve Board member Barr stated that the AI boom is unlikely to lead to a Federal Reserve rate cut.

February 11 News, crypto market maker Wintermute pointed out in its latest market commentary that the AI investment boom has been ongoing for several months, drawing away available global funds and weakening the growth momentum of Bitcoin and the entire cryptocurrency market. The organization believes that if AI-related trading continues to dominate capital, digital assets may find it difficult to outperform other risk assets in the medium term. Wintermute stated that the current market is experiencing a clear sector rotation, with funds flowing heavily into AI stocks, which has compressed the liquidity available for inflows into the crypto space. Over the past year, driven by demand for chips, cloud computing, and automation, many leading AI companies saw stock price increases of over 200%, attracting significant institutional allocations. In contrast, Bitcoin and mainstream crypto assets, while still above the lows of the previous cycle, have lagged significantly behind the AI sector in terms of gains.

On February 11, during a panel discussion at the Consensus Hong Kong 2026 conference, several industry leaders explored the development trends of tokenized real-world assets (RWA). Participants included Evan Auyang, President of Animoca Brands Group; Christian Rau, Senior Vice President of Digital Assets and Blockchain at Mastercard; Nicola White, Vice President of Crypto at Robinhood; and Marcin Kazmierczak, Co-founder of Redstone Group, who moderated the discussion. During the discussion, the guests echoed the view of Rob Goldstein, Chief Operating Officer of BlackRock: digital ledgers are the most exciting innovation in finance since the advent of double-entry bookkeeping 700 years ago. Currently, RWAs are primarily targeted at institutional investors, with demand mainly focused on tokenized money market funds, U.S. Treasuries, stablecoin integration, and collateral optimization products, such as BlackRock’s BUIDL and Robinhood’s solutions, demonstrating the increasing practical value of this field.

Gate News Bot Message, February 11th, according to CoinMarketCap data, CITY (Manchester City Fan Token) is currently priced at $0.57, up 6.26% in the past 24 hours, reaching a high of $0.62 and a low of $0.47. The current market capitalization is approximately $7.24 million, an increase of $427,000 from yesterday. ### Market Drivers Analysis Recent Important News for CITY: 1️⃣ **Global Urban Development Boom Boosts Crypto Community Enthusiasm** Recently, multiple countries and regions around the world have launched crypto-friendly city development projects, including Bhutan supporting the construction of a new economic center with 10,000 Bitcoins, Kazakhstan collaborating with China to build a crypto city, and the Chief Executive of Hong Kong Special Administrative Region expressing continued support for local digital asset communities.