Odaily Planet Daily reports that Arthur Hayes posted on the X platform stating that BTC (white) has not yet decoupled from the US SaaS technology company (green). This may just be a short-term rebound, and it has not yet moved out of the danger zone. Patience is required.

Stripe co-founder John Collison stated in an interview that claims of an end-of-days for the SaaS industry are unfounded, as current data does not show a slowdown in growth. He believes that changing market expectations for the long-term outlook may cause fluctuations in the current situation, despite decreasing software production costs, the market response remains unstable.

On February 13, news broke that Anthropic, OpenAI's strongest competitor, announced the completion of a $30 billion Series G funding round, with a post-money valuation of approximately $380 billion, reigniting global capital enthusiasm for the artificial intelligence sector. This round was led by GIC and Coatue, with participation from Founders Fund, Sequoia Capital, BlackRock, Temasek, Microsoft, NVIDIA, and other institutions. Meanwhile, the company's annual revenue has risen to about $14 billion, maintaining a tenfold growth over three years, and is expected to approach $18 billion this year. This phenomenon not only reshapes the landscape of tech investment but also subtly influences the capital structure of digital assets. As AI tools can replace various SaaS services, enterprise software valuations come under pressure. Bloomberg reported that in early February, software stocks lost approximately $285 billion in market value over a single week. Market analyst Jim Bianco pointed out that the trends of Bitcoin and software stocks are highly synchronized, driven by the same underlying force: the flow of private credit funds.

In 2025, among the top 20 companies holding BTC, China’s Cango and Next Technology Holding rank 16th and 18th respectively. Cango has transformed from auto finance to a Bitcoin mining company, becoming the second-largest mining enterprise globally. Meanwhile, Next Technology is a Nasdaq shell company for a micro-business SaaS platform.

Odaily Planet Daily News reports that Alliance DAO co-founder qw shared his personal ranking of "the levels of competitive moats across different industries" today, and pointed out that the moat of blockchain itself is very limited, at approximately 3/10. qw's moat scoring system is as follows: 10/10 (Strongest Moat): Microsoft (Key SaaS), Apple (Brand + Ecosystem), Visa/Mastercard (Payment Network Effects), TSMC (IP + Physical Infrastructure) 9/10: Google (Search and AI IP), Amazon (E-commerce Network Effects + Logistics Infrastructure), Moody's, S&P, FICO (Regulatory Driven + Brand + Rating Network Effects), Major Cloud Providers (AWS/Azure/GCP, etc.) 8/10: Meta (Social Network Effects), NVIDIA (IP +

According to Gate News bot, Gate announced on November 6 that it will launch Belong on November 6, 2025, at 20:00 UTC+8 for 0192837465656574839201 spot trading. Belong will open the LONG/USDT trading pair. Belong is an AI-driven alliance network platform that connects real-world venues, promoters, and customers through verified performance rewards. The project is developed by the Belong SaaS team, and its main product, Belong CheckIn, allows venues to charge only verified visitors and consumers while promoters and customers can automatically earn rewards through blockchain. The LONG token is deployed on the BSC network, and the contract address is 0x9Eca8dedb4882BD694aea786C0Cbe770e70D52e3.

IBM has partnered with Dfns to launch the digital asset platform "Digital Asset Haven," providing cross-chain digital asset management and compliance solutions for financial institutions, governments, and enterprises, supporting over 40 chains, covering secure encryption and compliance services. The platform is expected to launch SaaS and on-premises versions in 2025 and 2026, respectively.

NASDAQ-listed company RYVYL has signed a merger agreement with Web3 digital media SaaS company RTB Digital, with RTB injecting over $30 million worth of Bitcoin to enhance its balance sheet. The new company after the merger will be named RTB Digital, Inc, with RYVYL and RTB Digital shareholders holding 15.15% and 84.85%, respectively.

Odaily News A joint report released on Thursday by crypto assets market maker Keyrock and Latin American exchange Bitso predicts that by 2030 the payment volume of stablecoins will exceed $1 trillion annually. This rise will be driven by institutional adoption of business-to-business (B2B), peer-to-peer (P2P), and credit card payment channels, which are already showing signs of rapid growth in these areas, while forex settlement may represent the largest untapped opportunity. In the coming years, all major fintech companies will ultimately integrate stablecoin infrastructure, just as software as a service (SaaS) tools have become ubiquitous. (CoinDesk)

ChainCatcher news, EdgeX Labs announced the launch of a brand new official website, fully presenting the hybrid AI + DePIN technology architecture that integrates cloud and edge, along with the global Computing Power network layout. This upgrade focuses on PaaS and SaaS level AI services, deeply integrating multimodal large language model capabilities, hybrid AI Computing Power scheduling protocols, and the global Node network, providing developers and enterprises with full-link support from model deployment, personalized fine-tuning to real-time inference. At the same time, the newly integrated TTS voice service and multimodal interaction system enable text, images, and voice to achieve low latency and efficient collaboration within the same intelligent network. EdgeX Labs Smart Hardware Matrix: PoS GPU-Server for enterprise-level high concurrency inference, PoW AI Dual