币安联席 CEORichard Teng 在 Consensus HK 大会上表示，“1011 崩盘”事件并非由币安引发，而是全球所有交易所均经历大规模清算。当日约 75% 清算发生在美国东部时间 21:00 前后，同时伴随稳定币脱钩及资产转移延迟等孤立问题。Teng 指出，当天美国股市市值下跌约 1.5 万亿美元，其中股市清算额约 1,500 亿美元，而加密市场清算总额约 190 亿美元，且波及所有交易所。Binance 对受影响用户提供支持，而其他交易所未采取类似措施。去年币安交易量达 34 万亿美元，用户 3 亿，数据未显示平台出现大规模提款。他补充，市场短期受地缘政治和利率不确定性影响，但机构仍在持续进入加密市场，显示“聪明资金”仍在布局。Teng 强调，长期参与者应关注加密行业基础发展，零售需求虽相对平淡，但机构部署和企业参与仍然强劲。（CoinDesk）

Gate 创始人及 CEO Dr. Han 受邀出席 Consensus HK 活动主舞台并发表主题演讲，聚焦 Intelligent Web3 分享其对数字资产发展方向的前瞻洞察。Dr. Han 在演讲中指出，TradFi、Web3 与 AI 正在从并行发展走向深度融合：传统金融为资产体系提供坚实根基，Web3 提升价值流动效率，而 AI 正在重塑价值配置方式。三者协同之下，数字资产正从单一交易工具演进为具备智能化能力的基础设施形态。Dr. Han 进一步强调，随着应用场景不断拓展，Web3 的核心关注点也在发生变化，从交易效率逐步延伸至更复杂的系统协同与价值管理层面。围绕这一趋势，Gate 持续发挥平台创新优势，推进 GateAI 能力建设与 TradFi 产品布局，为多场景资产配置与行业发展提供支撑。

加密市场,行情,监管,中国的「加密寒冬」愈发寒冷 金色财经,「资本管制与稳定币自由化从根本上就是互斥的。」

On Feb 12, 2026, 08:28 AM(UTC). According to Binance Market Data, Bitcoin has dropped below 67,000 USDT and is now trading at 66,918.351563 USDT, with a narrowed narrowed 0.03% increase in 24 hours.

贝莱德 iShares 亚太区负责人 Nicholas Peach 在香港 Consensus 大会上表示，若亚洲传统投资组合中仅配置 1% 加密资产，理论上可带来接近 2 万亿美元新增资金流入。加密 ETF 在亚洲机构接受度提升，部分配置模型已建议小比例加入加密。以亚洲约 108 万亿美元家庭财富规模测算，即使保守比例，也将产生深远影响。（CoinDesk）

Hyperliquid 宣布上线 AZTEC/USDC 永续合约，最高支持 3 倍杠杆。

Key TakeawaysBinance Co-CEO Richard Teng says clear regulation is essential for crypto innovation and institutional adoptionU.S. legislative progress is accelerating stablecoin issuance and corporate treasury adoptionInstitutional investors added ~43,000 BTC in January, signaling continued “smart money” accumulationBinance is expanding tokenized real-world assets through partnerships with traditional financeHong Kong has all prerequisites to become a global crypto hub, Teng saysRichard Teng: Clear Regulation Is the Foundation of Crypto InnovationAt the Consensus Hong Kong on February 12, Richard Teng, Co-CEO of Binance, shared his views on crypto regulation, institutional demand, and the company’s long-term strategy in an interview with CoinDesk.Teng said the crypto industry has spent years operating under regulatory uncertainty, weak oversight, and inconsistent enforcement. According to him, clear and transparent regulation is now a prerequisite for sustainable innovation.He highlighted recent U.S. legislative developments, including the Genius Act, as a major confidence boost for the stablecoin sector. As a result, financial institutions and corporations are increasingly launching their own stablecoins or partnering with established issuers.Corporate treasuries worldwide are also shifting away from traditional fiat rails toward stablecoins and crypto assets, driven by lower costs and faster cross-border settlement. Teng stressed that regulatory clarity enables developers, exchanges, and innovators to build with confidence.Binance Expands Tokenization With Traditional Finance PartnersTeng revealed that Binance has recently deepened cooperation with Franklin Templeton, focusing on using tokenized money market funds as institutional collateral on the exchange.This move aims to reduce trading costs and improve capital efficiency for institutional investors. Teng noted that the boundaries between Web2 finance and Web3 are rapidly disappearing.He also pointed to Binance’s newly launched precious metals derivatives, which saw strong trading volume growth within a single month. The demand reflects growing interest in 24/7 global markets that allow institutions to manage risk continuously.Binance plans to continue supporting asset tokenization efforts, bringing more real-world assets on-chain to enable global, always-on trading.Institutional Bitcoin Demand Remains Strong Despite VolatilityAccording to Teng, Asia-Pacific and Latin America remain the fastest-growing regions for retail crypto users. However, retail participation has slowed amid market volatility.Institutional investors, by contrast, continue to accumulate aggressively. Teng said institutions added approximately 43,000 BTC in January alone, underscoring sustained confidence in Bitcoin.He expects retail investors to eventually return as new market narratives emerge and confidence improves.Hong Kong Has All the Conditions to Become a Global Crypto HubTeng expressed strong confidence in Hong Kong’s ambitions to become a global crypto center.He said he met with policymakers and regulators during the event and encouraged them to continue advancing clearer policies and stronger regulatory frameworks. As an established international financial center, Hong Kong already has the infrastructure, talent, and regulatory capacity needed to support large-scale crypto adoption.Teng added that progress in any jurisdiction benefits the entire global crypto ecosystem.Binance to Build Tailored Products for Different User SegmentsLooking ahead, Teng said Binance’s goal of onboarding the next billion users remains a long-term mission.To achieve this, the exchange will continue developing customized product offerings for different user groups, including VIP clients, institutional investors, and retail traders. User demand will remain the core principle guiding Binance’s product design and strategic expansion.

T-Mobile即将推出一项实时电话翻译测试服务，该服务通过直接嵌入移动网络的人工智能技术，无需额外应用或设备即可实时翻译50多种语言。这项免费测试将于2026年1月12日启动，部分用户今春即可体验，并计划于今年晚些时候全面推广。

Meta has announced a significant investment of $10 billion to construct a data center in Indiana, aimed at providing 1 gigawatt of electrical capacity to bolster its AI initiatives. According to NS3.AI, this move aligns with the U.S. 'Make in America' policy, distinguishing Meta's strategy from that of Amazon and Microsoft, which are collectively investing $53 billion in data centers in India. While the project is expected to bring economic benefits and enhance the local power grid, it has drawn criticism from environmental activists who are concerned about the potential impact on local power supply and the environment.

Integration enables institutional investors to swap tokenized fund shares on decentralized exchange around the clock source: https://www.blockhead.co/2026/02/12/blackrocks-buidl-fund-now-trading-on-uniswap-as-traditional-finance-bridges-defi/

Ether may be nearing another sharp rebound despite its recent sell-off, according to Tom Lee, who argues that historical patterns point to a familiar V-shaped recovery.Speaking at a conference in Hong Kong on Wednesday, Lee said Ethereum has repeatedly staged rapid rebounds after deep drawdowns. “Since 2018, Ethereum has fallen more than 50% eight times,” he said. “Eight out of eight times, Ethereum has had a V-shaped bottom.”Lee noted that in each case, Ether recovered at roughly the same speed as its decline. He added that last year alone, Ethereum dropped 64% between January and March, before rebounding.“Nothing has changed,” Lee said. “Ether will see another V-shaped bottom.”Analysts see signs of a near-term bottomLee said Ether appears close to a bottom similar to prior downturns in late 2018, late 2022, and April 2025, suggesting investors should focus on opportunity rather than capitulation.Market analyst Tom DeMark of BitMine flagged $1,890 as a potential downside target, describing a possible “undercut” scenario in which the level is briefly tested twice. Lee characterized such a pattern as a “perfected bottom.”“You don’t really have to worry about the bottom,” Lee said. “If you’ve already seen a decline, you should be thinking about opportunities here instead of selling.”Ether struggles below $2,000Ether has remained under pressure in recent weeks. Prices on Coinbase fell to about $1,760 on Feb. 6, just above the 2025 low near $1,400, according to TradingView.At the time of writing, Ether was trading around $1,970, having failed to reclaim the $2,000 level after a roughly 37% decline over the past 30 days.Staking demand reaches record levelsDespite weak price action, on-chain data points to strong long-term conviction. The wait time to stake Ether has climbed to a record 71 days, with roughly 4 million ETH in the validator entry queue, according to ValidatorQueue.The share of Ether supply staked has also reached an all-time high of 30.3%, or about 36.7 million ETH.“This is a massive supply restriction,” said crypto analyst Milk Road, noting that roughly one-third of Ether’s supply is now illiquid and earning around 2.83% APR. “When people lock up $74 billion during a price dip, they’re not speculating. They’re settling in.”The combination of historical rebound patterns and tightening liquid supply underpins Lee’s view that Ether may be approaching another rapid recovery phase, even as near-term volatility persists.

Cathie Wood 的 Ark Invest 再次增持 Peter Thiel 支持的加密交易所 Bullish 股票，并购入 Circle 股票，显示其对加密资产的长期信心。当天，Ark 通过旗下三只 ETF 共买入 364,044 股 Bullish 股票，按收盘价计算价值约 1,160 万美元，这是连续第十个交易日扩大持仓。Bullish 自 2 月 9 日收盘低点 24.90 美元以来已反弹约 28.3%，周三收于 31.88 美元。同时，Ark 当日增持 Circle 75,559 股，价值约 440 万美元。Circle 当天股价下跌 3.2%，收于 57.86 美元，过去五日上涨 7.8%，但过去一个月仍下跌 30%。市场整体方面，美股主要指数小幅下行，道指跌 0.1%，纳指跌 0.2%，标普 500 持平。加密市场中，比特币过去 24 小时上涨 0.2%，报 67,143 美元；以太坊上涨 0.9%，报 1,968 美元。（The Block）

俄罗斯正试图阻止本国用户访问Meta旗下的即时通讯平台WhatsApp，该公司称此举旨在将用户引导至国家支持的应用程序Max。该限制措施影响了数千万依赖该平台进行私人通信的俄罗斯人。

人工智能,投资,项目投资,软件股暴跌 20%——但我重仓了 Adobe 和 Salesforce 金色财经,理由是：切换成本高、AI 整合能力强、估值极低。

Robinhood Chain 是代币化股票超级入口，还是合规的孤岛？

Aztec定位为以太坊上Privacy-first Layer2网络。

Coinbase推出Agentic钱包，这是一款无需人工批准即可让人工智能代理在区块链上进行交易、支付和收益的加密钱包。该钱包采用x402协议，支持以太坊和Solana等多条网络，并内置安全控制功能以管理支出并保护私钥。

深入分析 AI 从提供建议转向自主执行引发的资产重定价：揭示依赖人力的旧资产价值坍塌，并探讨资金向算力能源、自动化结算协议及具身智能硬件的系统性迁移。

以太坊价格已跌破关键的2000美元关口，市场普遍预期将出现大规模清算和抛售。然而链上数据显示出截然相反的趋势：长期持有者和鲸鱼正积极买入并囤积ETH，这表明市场对该资产长期前景充满信心。

从整体定性上来看，最新的监管政策属于“利好，但利好有限”。