以太坊财库公司 Bitmine 董事长 Tom Lee 在接受采访时表示，仅在过去 8 年中，以太坊已经历 7 次超过 60% 的回撤，而上述回撤均伴随随后出现的快速修复走势。他指出，这些走势通常表现为先出现大幅下跌，随后迅速回升。Tom Lee 还表示，如果当前加密市场正处于筑底阶段，从部分市场表现来看存在这一可能性，并提及 Strategy 近期约 25% 的反弹作为观察因素之一。他称，历史经验显示，此类回升往往呈现较为快速的修复特征。（CNBC）

Kalshi has ascended to the second position on the US Apple App Store's free apps chart, following closely behind ChatGPT. According to NS3.AI, this surge is likely driven by heightened interest in the Super Bowl. Polymarket reports a trading volume exceeding $700 million on the 'Super Bowl Champion' event, with Seattle currently holding a 75% probability of victory. This trend underscores the increasing retail interest in event-based prediction markets linked to major sports events.

Arthur Hayes has publicly wagered that the cryptocurrency HYPE will surpass the performance of any altcoin with a market capitalization exceeding $1 billion between February and July 2026. According to NS3.AI, this challenge comes amid criticism of HYPE's historical performance. The terms of the bet include a $100,000 donation to charity from the loser, directed to the winner's chosen cause.

The U.S. Federal Reserve is set to embark on a gradual approach to money printing, which is expected to mildly stimulate asset prices, according to economist and Bitcoin advocate Lyn Alden. According to Cointelegraph, Alden suggests that this strategy will not be as significant as the large-scale money printing anticipated by many in the Bitcoin community. In her February 8 investment strategy newsletter, Alden stated that her expectations align with the Federal Reserve's plans to expand its balance sheet at a pace similar to the growth of total bank assets or nominal GDP. She emphasized the importance of owning high-quality scarce assets while rebalancing away from overly euphoric areas towards under-owned sectors. U.S. President Donald Trump's nomination of Kevin Warsh as the next Federal Reserve Chairman has stirred reactions among market traders, who view Warsh as more hawkish on interest rates compared to other potential candidates. Interest rate policies have a significant impact on cryptocurrency prices, as expanding credit through increased money supply is generally seen as favorable for assets, while a contraction through higher interest rates can lead to economic slowdowns and lower prices. The upcoming Federal Open Market Committee (FOMC) meeting in March is not expected to result in an interest rate cut, with only 19.9% of traders anticipating such a move, down from 23% earlier. Current Federal Reserve Chairman Jerome Powell has provided mixed guidance on interest rate policies, despite having reduced rates multiple times in 2025. Powell highlighted the challenges of balancing inflation risks, which are tilted to the upside, against employment risks, which are on the downside. His term as chairman ends in May 2025, and Warsh's confirmation by the U.S. Senate remains pending, adding to investor uncertainty regarding interest rate policies in 2026.

Longer-dated Japanese government bonds (JGBs) experienced a decline following the landslide victory of Japan's Liberal Democratic Party (LDP) in the recent elections. Wall Street Journal (Markets) posted on X, highlighting the market's reaction to the political shift. The LDP's win is expected to influence Japan's economic policies, potentially affecting bond yields and investor sentiment. The election results have reinforced the LDP's position, allowing them to pursue their agenda with greater confidence. Analysts suggest that the party's policies may lead to changes in fiscal and monetary strategies, impacting the bond market. Investors are closely monitoring the situation, anticipating potential shifts in interest rates and government spending. The decline in longer-dated JGBs reflects concerns over possible adjustments in Japan's economic approach, as the LDP's victory could lead to increased government intervention in the economy. Market participants are evaluating the implications of the election outcome, considering how it might affect future bond performance and overall economic stability. As the LDP solidifies its control, the focus will be on how their policies will shape Japan's financial landscape. The bond market's response underscores the importance of political developments in influencing economic indicators and investor behavior.

Japan's real wages have decreased for the twelfth consecutive month, according to data released on Monday. This decline is attributed to nominal wage growth being slightly lower than the slowing consumer inflation. According to Jin10, after raising interest rates by 25 basis points to 0.75% in December, wage trends have become a crucial factor for the Bank of Japan in determining the timing of its next rate hike. As a key indicator of consumer purchasing power, inflation-adjusted real wages fell by 0.1% year-on-year in December. This continues the shrinking trend that began in January 2025, although the decline has narrowed to the lowest level in this contraction cycle. The annual data released on Monday shows that Japan's real wages fell by 1.3% in 2025. This marks the fourth consecutive year of decline since consumer inflation began exceeding the Bank of Japan's 2% target in 2022.

或受美国超级碗（Super Bowl）比赛影响，Kalshi 在美国 Apple App Store 免费榜排名第二，仅次于 ChatGPT。目前，Polymarket 上“美国超级碗冠军”事件交易量超 7 亿美元，Seattle 夺冠概率为 75%。

Crypto KOL Simon Hayes posted on X. The analysis of Silver ($XAG) on both daily and monthly timeframes reveals potential short-term and long-term trends. On the daily chart, Silver is maintaining its position above the rising support line, which is currently between $68 and $66. If Silver continues to hold this support, it may consolidate for several weeks before resuming its upward trend, with resistance identified around $92. In a broader perspective, the monthly chart suggests longer-term possibilities. If the current bull run in precious metals concludes, Silver might experience a decline to test historic support levels between $50 and $48. Such a movement could unfold over several months or even years.

Arthur Hayes 在 X 平台发文表示，针对 Kyle Samani 认为 HYPE 表现不佳的言论，其提议进行一项对赌。Arthur Hayes 预测，自 2026 年 2 月 10 日 00:00 UTC 至 2026 年 7 月 31 日 00:00 UTC 期间，HYPE 以美元计价的表现将优于 CoinGecko 上任何市值超过 10 亿美元的山寨币。输家需向赢家指定的慈善机构捐款 10 万美元。

Oil prices experienced a decline as traders potentially adjusted their positions in response to ongoing developments in the Middle East. Wall Street Journal (Markets) posted on X, highlighting the impact of geopolitical tensions on the energy market. The situation in the region has led to uncertainty, prompting market participants to reassess their strategies. Analysts suggest that the fluctuations in oil prices are influenced by the complex dynamics of supply and demand, as well as the geopolitical landscape. The market is closely monitoring the situation, with potential implications for global energy supplies and economic stability. Traders are advised to stay informed about the evolving circumstances and adjust their positions accordingly.

PEPE's futures interest drops by 30%, reflecting broader market decline. Demand and profitability decline, raising questions about memecoin future.

Solana experienced a significant 319% surge in Q1 2024, driven by increased memecoin trading on decentralized platforms. Despite this, challenges like a decline in DEX volume and active validators pose risks. However, announcements of token airdrops and potential yield opportunities offer optimism for Solana's growth in Q2.

New Meme Coin "Bobaoppa" faces a rocky debut as high fees and founder's past raise concerns. Solana's Hump emerges, aiming for exponential growth. However, caution advised given founder's track record.

Memeland introduces Memenet, a blockchain dedicated to meme coins, aiming for a secure, cost-effective ecosystem. With plans for EVM compatibility and native revenue mechanisms, Memenet targets a September launch.

The Base network, supported by Coinbase, has experienced a surge in activity, particularly in memecoin trading. Transactions and trading volumes have reached record highs, with over 2.3 million transactions on March 30 alone. Decentralized exchanges on Base have seen unprecedented volumes, led by UniSwap. Memecoins have played a significant role in driving this surge, with speculation that Base could become a hub for such coins. However, this growth has also led to a significant increase in gas fees on the network. As Base continues to grow, sustaining its momentum will be crucial for its future success.

While Dogecoin's surge is noteworthy, it also highlights the inherent volatility of meme coins, which may pose risks to investors.

Meme coins inspired by the legal drama surrounding Sam Bankman-Fried experienced rapid surges and subsequent crashes in value. Tokens like "Sam Baseman Fraud" and "Som Bonkmon Fraud" saw astronomical gains before plummeting, leaving investors with substantial losses. Despite the allure of quick profits, the speculative nature of these ventures poses significant risks, often resulting in disappointment for holders.

The surge in Base's gas fees, driven by trading bots, undermines the effectiveness of Ethereum's Dencun upgrade in scaling Layer-2 networks. Despite initial success, the incident highlights the vulnerability of these networks to manipulation, raising concerns about their long-term resilience.

Polkadot Web3 launches PINK Memecoin, aiming to enhance community engagement. The token's fair distribution strategy and airdrop to parachain teams emphasize Polkadot's community-centric approach. PINKDROP GameFi introduces interactive challenges, with 15% of tokens reserved for participants. Efforts to integrate PINK into gaming highlight Polkadot's innovation. However, questions linger about the long-term impact of memecoin dynamics.

BlackRock's recent $100 million deposit into USD Coin (USDC) on Ethereum marks a notable shift towards memecoins and NFTs. This move accompanies the establishment of a tokenization fund and reflects BlackRock's evolving stance on digital assets. Led by Chairman and CEO Larry Fink, BlackRock's vision includes tokenizing financial assets on Ethereum, aiming for a unified ledger. Despite initial skepticism, BlackRock's embrace of cryptocurrencies and NFTs underscores a changing tide in traditional finance.