The nomination of Kevin Wash as Federal Reserve Chair has prompted a reevaluation of U.S. monetary policy expectations. According to NS3.AI, this development suggests a possible shift from the previous focus on balance sheet expansion. German Bank analyst Erik Liem noted that the market now anticipates the Federal Reserve might integrate balance sheet reduction with interest rate cuts. Simultaneously, the U.S. Treasury's decision to maintain stable auction sizes is in line with market expectations, while still considering the possibility of increasing the issuance of various debt instruments.

الذهب يقترب من مستويات قياسية جديدة في 2026 وسط حالة عدم اليقين العالمية. وفى هذا الصدد فقد أظهر استطلاع أجرته رويترز أن تداول الذهب مُهيأ لتحقيق أداء قياسي جديد في عام 2026، حيث رفع المحللون توقعاتهم وسط استمرار حالة عدم اليقين الجيوسياسي وعمليات الشراء القوية من البنوك المركزية كعوامل رئيسية لدعم المعدن الأصفر. com source: https://www.tradersup.com/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a7%d9%84%d8%b3%d9%84%d8%b9/%d8%a7%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a7%d9%84%d8%b0%d9%87%d8%a8-%d8%a7%d9%84%d9%8a%d9%88%d9%85/%d8%ad%d8%a7%d9%84%d8%a9-%d8%b9%d8%af%d9%85-%d8%a7%d9%84%d9%8a%d9%82%d9%8a%d9%86-%d8%a7%d9%84%d8%b9%d8%a7%d9%84%d9%85%d9%8a%d8%a9-%d9%85%d9%86-%d9%81%d8%b1%d8%b5-%d8%a7%d8%b1%d8%aa%d9%81%d8%a7%d8%b9/152242

根据 SoSoValue 数据，昨日（美东时间 2 月 4 日）以太坊现货 ETF 总净流出 7947.73 万美元。昨日单日净流出最多的以太坊现货 ETF 为贝莱德（Blackrock） ETF ETHA，单日净流出为 5894.80 万美元，目前 ETHA 历史总净流入达 121.44 亿美元。其次为富达（Fidelity） ETF FETH，单日净流出为 2052.93 万美元，目前 FETH 历史总净流入达 25.65 亿美元。截至发稿前，以太坊现货 ETF 总资产净值为 127.08 亿美元，ETF 净资产比率（市值较以太坊总市值占比）达 4.85%，历史累计净流入已达 119.07 亿美元。

根据 SoSoValue 数据，昨日（美东时间 2 月 4 日）比特币现货 ETF 总净流出 5.45 亿美元。昨日单日净流出最多的比特币现货 ETF 为贝莱德 (Blackrock） ETF IBIT，单日净流出为 3.73 亿美元，目前 IBIT 历史总净流入达 617.85 亿美元。其次为富达 (Fidelity） ETF FBTC，单日净流出为 8643.63 万美元，目前 FBTC 历史总净流入达 111.92 亿美元。截至发稿前，比特币现货 ETF 总资产净值为 935.08 亿美元，ETF 净资产比率（市值较比特币总市值占比）达 6.36%，历史累计净流入已达 547.52 亿美元。

Several major financial institutions, including Barclays, Goldman Sachs, and HSBC, expect interest rates to remain unchanged in the near term. According to Jin10, Barclays suggests that while rates are likely to stay the same, a clear timeline for future rate cuts may not be provided. They anticipate the earliest rate cut could occur next month, driven by lower inflation expectations and a weakening labor market. Goldman Sachs predicts a 7-2 vote in favor of maintaining current rates, with the possibility of more members supporting a rate cut. They expect rate reductions in March, June, and September, potentially bringing rates down to 3% due to a weak employment market. Capital Economics also foresees stable rates, indicating that the next rate cut is not imminent. They suggest that if the Consumer Price Index (CPI) falls below 2.0%, rates could decrease to 3% instead of 3.5%. Mitsubishi UFJ anticipates no change in rates due to stronger economic growth momentum, with potential rate cuts in May and August, lowering the benchmark rate to 3.25%. HSBC believes the Bank of England is less concerned about the deflationary impact of a depreciating dollar compared to the European Central Bank, which may support the pound against the euro in the short term. Scotiabank expects a prolonged cycle of rate stability since last August, with 1-2 rate cuts anticipated this year, but without urgency. DBS Bank predicts stable rates, noting that future policy easing decisions will be more cautious and data-dependent, with the pound/dollar likely to remain weak. Oxford Economics suggests that if upcoming data indicates a cooling in wage growth, a rate cut could occur at the April meeting. JPMorgan expects a 7-2 vote to maintain rates, with adjustments in short-term unemployment forecasts and reductions in wage growth and inflation predictions supporting a March rate cut. Nordea anticipates stable rates due to cautious forward guidance, with the first rate cut expected in March, though recent growth momentum could delay it to April. Coface expects stable rates with signals of gradual rate cuts, predicting a rate cut at the end of April and two more within the year. Morgan Stanley forecasts a 6-3 vote to maintain rates, with a risk of a 5-4 outcome, and no change in policy guidance. They expect the terminal rate to be 3%, with cuts in March, July, and November.

Binance Futures has announced plans to delist the USDⓈ-M RVVUSDT and YALAUSDT perpetual contracts on February 10, 2026. According to BWEnews, this decision is part of the platform's regular review process to ensure the quality and performance of its offerings. The market capitalization for RVV stands at $4 million, while YALA has a market cap of $3 million. Users are advised to manage their positions accordingly before the delisting date.

PANews posted on X (formerly Twitter) that the prediction market has brought the concept of 'betting on outcomes' to the forefront, prompting traditional exchanges to take notice. Cboe, which previously attempted binary options in 2008 but withdrew after failing, is now preparing to relaunch them with a clear objective: to reclaim the retail investor segment. The article by @bz1022911 outlines the reasons behind the failure in 2008 and why the concept is being revisited today, providing a comprehensive analysis of the evolving market conditions.

在亚洲交易时段，受美联储主席提名人凯文·沃什相关预期的推动，美债收益率全线微跌。德国商业银行分析师 Erik Liem 在报告中指出，特朗普提名凯文·沃什加强了市场的一种预期，即美联储未来可能不会像过去那样沉重地依赖资产负债表手段。与此同时，美国财政部维持拍卖规模稳定的决定符合市场预期，尽管官方表示仍在评估未来增加票据、债券及浮动利率债券拍卖规模的可能性。(金十)

null source: https://x.com/CoinMarketCap/status/2019308050780238248

Raksasa perbankan internasional telah mencapai tonggak sejarah yang signifikan dengan berhasil melakukan proof-of-concept UDPN pertama, yang memungkinkan pertukaran dan transfer stablecoin secara real-time.