Claude Cowork Adds Scheduled Task, Jane Street Incident Continues to Stir, What's the Overseas Crypto Community Talking About Today?

Publication Date: February 26, 2025
Author: BlockBeats Editorial Team

Over the past 24 hours, the crypto market has exhibited high-density evolution across multiple dimensions. The mainstream discussion has focused on the potential manipulation controversy by Wall Street market makers and the structural impact brought about by the commercialization of AI agents; in terms of ecosystem development, Solana has repaired trust through a prediction market and infrastructure update, expanded the application boundaries, Ethereum's internal governance accountability has heated up, and the Perp DEX track has entered a new round of competition in defense mechanisms and derivative innovation.

 I. Mainstream Topics

1. Jane Street Controversy Continues to Ferment

The Terraform trustee sues Jane Street, accusing it of obtaining non-public liquidity information through a private chat named "Bryce's Secret" during the 2022 Terra/Luna meltdown and colluding with insiders. Following Terraform's initial withdrawal of $150 million UST from the Curve 3pool, Jane Street quickly removed $85 million in liquidity, totaling $235 million withdrawn within 10 minutes, directly triggering UST's depegging, leading to a subsequent $40 billion market cap loss over 6 days.

Simultaneously, Jane Street significantly increased its SLV (silver ETF) holdings in Q4, adding 20.6 million shares, becoming the largest position holder, raising questions about market manipulation through "paper silver – physical pair trading."

After the lawsuit was exposed, the long-rumored "daily 10AM BTC sell-off" suddenly disappeared, with BTC rising by 10% in a single day, increasing the overall market cap by nearly $200 billion, and the community jokingly referred to it as "bogeyman gone." Key Opinion Leaders (KOLs) like Eric Balchunas expressed relief at no longer being "beat up at 10 am every day," and many interpreted the price movement as a validation of manipulation theories. Accounts such as Aakash Gupta and ZeroHedge focused on dissecting the operational chain of "insider information + frontrunning + bottom picking" and called for thorough investigation and even imprisonment. The overall sentiment is a mix of anger, relief, and structural distrust of Wall Street.

2. Tether's Strategic Investment in Whop

Tether announced a $200 million strategic investment in Whop, valuing it at $1.6 billion. Whop is positioned as the "largest internet marketplace platform" and plans to combine the Tether wallet with a global payment network to help users earn sustainable income through the internet. Prior to this, Whop had completed a $55 million Series B funding round led by Bain Capital Ventures.

The community widely sees this as Whop's key step from a sneaker bot / course marketplace to a "Global Creator + Payment Infrastructure," with highly optimistic sentiment, celebrating the new narrative of "Stablecoin + Open Market." Whop CEO @cultured posted a long article looking back on the entrepreneurial journey, from selling software as a teenager to co-building a new internet economy with Tether, sparking widespread retweets. Several Crypto KOLs (such as @based16z) exclaim "Whop 100x from the start," believing the combination of Paolo Ardoino and Cultured is highly imaginative.

3. Perplexity Launches "Perplexity Computer"

Perplexity officially unveils the "Perplexity Computer," integrating search, research, design, coding, deployment, and management into an end-to-end system. CEO Arav Srinivas demonstrated on-site, using it to build a real-time data Bloomberg Terminal alternative in one go (originally priced at around $30,000/year). Meanwhile, the company transitioned from a subscription model to a credits consumption + model routing "cloud computing bill-style" business model.

The community is awestruck by the disruption of financial terminals while discussing the systemic risk of analyst roles, emotions swinging between awe and anxiety. @BoringBiz_ believes "2026 is truly the first year of agentic workflow," with hedge funds and PE firms potentially significantly reducing junior analyst positions. Aakash Gupta points out that Perplexity is becoming a "multi-model reseller + AI procurement layer," routing 19 models to select the optimal solution, completely opening up the revenue ceiling (targeting $656 million ARR in 2026).

4. Claude Cowork Introduces Scheduled Tasks

Claude Cowork launches the "Scheduled Tasks" feature, allowing automatic execution of recurring tasks at fixed times, such as morning briefings, weekly reports, and team presentations. Combined with previous remote device operation, code execution capabilities, and Anthropic's strengthening of computer operation capabilities through the Vercept_ai acquisition, this is seen as a key step for Claude towards a general-purpose work agent.

The community is universally shocked by the iteration speed, while engaging in discussions around "job displacement" and "adapt or be phased out," emotions oscillating between love and fear. @sytaylor jokes, "Can Anthropic take a day off," @sjdedic bluntly says, "Today we eliminated global secretaries and personal assistants." @cryptopunk7213 believes that after 48 hours of intense feature updates, Claude Cowork may fully align with OpenClaw in 2–4 weeks.

5. Anthropic Acquires Vercept_ai

Anthropic has officially announced the acquisition of the computer vision startup Vercept_ai, with the core goal of enhancing Claude's "computer vision capabilities" to enable it to perform clicks, operations, and task execution in a real desktop environment.

This acquisition is seen as a significant signal of Anthropic's full commitment to the agentic path, forming a "Three Kingdoms" pattern with Perplexity Computer and OpenClaw. The community is calling it the "Agent War Officially Explodes," with some creating comparison charts and others joking that "Claude's computer is going on strike." Overall public opinion is merging this with the update of Claude Cowork, believing that Anthropic has entered a clear all-in phase.

II. Mainstream Ecosystem Dynamics

1. Solana: Meteora Clarifies Controversies, Jupiter Launches Prediction Market API

Meteora co-founder @realdezen has released a long article in response to recent insider trading allegations. He stated that since taking over operations in March 2025, the team has established strict internal control mechanisms; Meteora is a completely permissionless protocol, and in past launches over the past year (such as $NYC, $YZY), the team only learned relevant information afterwards. The core focus has always been on the technology and infrastructure itself, rather than collaboration with project teams.

Regarding the community's concerns about Polymarket prediction market issues, the team has completed an internal review, confirmed process compliance, found no anomalies, and emphasized a continued focus on "putting every ounce of energy into the right things."

Meanwhile, Jupiter has officially launched the Prediction API Beta, providing programmatic access for the first time to Polymarket (based on Solana settlement), supporting custom front ends, AI automated trading prediction markets, social trading copy, and other usage scenarios. Related documentation is now available. The current daily trading volume on Polymarket has exceeded $100 million, making Jupiter the only gateway on Solana to offer such an API.

The Meteora clarification post received 540+ likes, with overall community support leaning towards believing that its "permissionless structure itself is the strongest proof" and that the "team has always been doing the hard but right thing." Some also jokingly requested the team to buy NO on Polymarket for "self-attestation through action."

The Jupiter Prediction API quickly went viral after its release, with KOLs enthusiastically proclaiming "The imminent explosion of predictive markets + AI agents" and "Solana is poised to capture the entire Polymarket traffic." Developers have started discussing specific use cases such as "AI reading news for automatic betting" and "bot copy trading." The overall sentiment is optimistic, believing that Solana is steadily consolidating its infrastructure advantage through trust minimization and new tooling.

2. Ethereum: AAVE Governance Conflict Escalation, Vitalik Publicly Advocates for "Anti-Internal Closure"

The Aave Chan Initiative (@AaveChan) released a heavy-hitting audit report, directly addressing AAVE Labs' governance and execution issues over the past few years:
Accumulating around $86 million (ICO, VC, DAO, unauthorized swap fees), accounting for approximately 23% of the initial supply, without completing any significant BD; all six products launched were operating at a loss; governance participation rate is only around 2.5%; out of 785 multisig executions, none were directly related to proposals; and no systematic accountability or retrospective report has ever been released. Tomorrow, a vote will be held on the "Aave Will Win" proposal with a scale of $51 million, and ACI urges the community to pay close attention.

Simultaneously, Vitalik publicly responded in the related discussion, stating that "Ethereum's own ecosystem also suffers from a severe walled garden issue," believing that only by first addressing internal closure and incentive structure issues can a truly open model be exported outward. He emphasized the continuous strengthening of the core elements of permissionless, open-source, and minimal trust assumptions to ensure its long-term superiority over any closed system.

The AAVE Labs audit post has surpassed 140,000 reads, and the community's sentiment quickly heated up, with many users exclaiming "Taking away $86 million but producing 0" and "Morpho has outpaced AAVE by miles," with the comments section filled with statements like "Vote NO," "Prepare to fork," and "Stani should listen to the community's voice."

Vitalik's remarks received nearly 900 likes, interpreted by ETH maxis as "V God personally stepping in" and "Ethereum returning to its original intent," also triggering extended discussions on the trend of L2 enclosure. The overall sentiment shows strong governance accountability pressure and a re-echoing of Ethereum's long-term open narrative.

3. Perp DEX: Lighter Successfully Defends in Real Battle, Hyperliquid Ecosystem Accelerates

Lighter (@Lighter_xyz) released a lengthy thread, revealing its LLP Strategies' first full defense case in actual combat:
ARC whale address 0x5F64 established a 210 million ARC position (worth around $20.45 million) in an attack attempt, with the unclosed OI reaching up to 50 million USDC. Lighter, through OI limit control, funding rate adjustment, and ADL mechanism, kept the LLP risk within 75,000 USDC for a single strategy. The attacking party was ultimately liquidated, with a loss of around $5.3 million, while LLP only lost about $75,000. Lookonchain subsequently synchronized on-chain data to verify the entire event.

Meanwhile, the Hyperliquid testnet saw the first option contract (BTC binary price prediction, expiring on 2026-02-28), and the community speculated that HIP-4 is imminent. Hyperlend (Hyperliquid's native lending protocol) also released a TGE teaser video, officially entering the countdown phase.

Lighter Thread and Lookonchain data posts received a significant amount of engagement, with the Perp trading community generally commenting "LLP design is too solid," "First time seeing Perp protocol positively repelling whale attacks," "Lighter proves it's not a paper tiger."

As soon as the Hyperliquid option signal appeared, comments flooded in, such as "BTC options are finally coming?" "Prediction market + options double buff." Hyperlend's TGE video also sparked emotional releases like "gLend" and "Finally waited for the coin to be issued." The overall atmosphere indicates that the Perp DEX arms race has entered a high-intensity phase, while the main storyline of the Hyperliquid ecosystem continues to strengthen.

4. Miscellaneous: ZachXBT Survey Target Speculated to Shift to Robinhood

@based16z posted that the upcoming ZachXBT investigation into the "most profitable business insider trading in crypto history" has already pumped the price of Meteora (MET). Personally, he is more inclined towards Robinhood (HOOD), giving it a probability estimate of around 20%, while @LuckyXBT jokingly called this "an interesting bet."

Comments focused on "MET has already fully priced in," "HOOD is the only one worthy of the title 'most profitable business,'" and "Zach won't be guessed so easily," as well as some people starting to jokingly parlay MET + HOOD. Overall, it seems more like a prelude discussion to "Zach's Thursday drama," adding a bit of entertainment value to the market sentiment.