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）

币圈赚钱不神秘：你赚的是“差”，靠的是“势”，成交靠“信任”，放大靠“杠杆”

前美联储副主席克拉里达表示，沃什成就斐然，备受尊敬，在没有前瞻指引的情况下实行货币政策是有可能的，沃什必须与 FOMC 委员会合作才能做出改变。美联储主席几乎总是能如愿以偿，这将是沃什领导下的美联储，美联储和财政部就平衡目标进行对话是恰当的。(金十)

机构分析指出，一份数据量超出常规的就业报告预计将揭示美国劳动力市场近年放缓的程度——抑或可能显示其根本未曾增长。除常规的月度非农就业和失业数据外，将于周三发布的 1 月非农就业报告还包含备受期待的就业数据修正。初步预估显示，截至 2025 年 3 月的年度就业数据将创纪录地下修 91.1 万人，预计此次修正将大幅调低就业增长步伐。“今年的年度基准修订将比往年更具影响力，”加拿大蒙特利尔银行资本市场首席美国经济学家斯科特·安德森表示，“当前劳动力市场确实处于净就业增长与可能就业萎缩的临界点。”每年 1 月就业报告发布时，美国劳工统计局都会以更精确但时效性较差的《季度就业和工资普查》（QCEW）数据为基准修订非农就业数据。该数据基于各州失业保险税记录，覆盖美国大多数工作岗位。(金十)

Web3 激励机制正处于从“流量幻象”回归“价值本质”的奇点时刻。

The search for affordable housing in the United States is revealing new trends beyond the popular states of Florida and Texas. Bloomberg posted on X, highlighting emerging areas that are gaining attention in the housing market due to their affordability. As homebuyers continue to seek cost-effective options, these new regions are becoming increasingly attractive. The shift indicates a broader trend in the housing market, where affordability is a key factor driving relocation decisions. This development suggests a changing landscape in the American housing market, with potential implications for future real estate dynamics.

International spot gold prices have entered a consolidation phase, raising questions about the continuation of its upward momentum. According to Jin10, the distribution of market positions has created several critical thresholds. Maintaining the bullish trend is contingent upon holding these key levels.

The Shanghai Futures Exchange has announced adjustments to the price limits and margin rates for several contracts, effective from their listing dates. According to Jin10, the changes include: 1. Copper CU2702, Aluminum AL2702, Lead PB2702, Zinc ZN2702, and Alumina AO2702 contracts will have their price limit adjusted to 10%, with hedging margin rates set at 11% and general margin rates at 12%. 2. Cast Aluminum Alloy AD2702, Wire WR2702, and Stainless Steel SS2702 contracts will see a price limit adjustment to 8%, hedging margin rates at 9%, and general margin rates at 10%. 3. Nickel NI2702 and Tin SN2702 contracts will have a price limit adjustment to 12%, with hedging margin rates at 13% and general margin rates at 14%. 4. The Gold AU2605 contract will have its price limit adjusted to 17%, hedging margin rates at 18%, and general margin rates at 19%. 5. The Silver AG2702 contract will see a price limit adjustment to 20%, with hedging margin rates at 21% and general margin rates at 22%. 6. Rebar RB2702, Hot Rolled Coil HC2702, Pulp SP2702, and Offset Printing Paper OP2702 contracts will have their price limit adjusted to 7%, hedging margin rates at 8%, and general margin rates at 9%. 7. Fuel Oil FU2703, Petroleum Asphalt BU2702, and Butadiene Rubber BR2702 contracts will have a price limit adjustment to 9%, with hedging margin rates at 10% and general margin rates at 11%.

Bitcoin mining is undergoing a significant transformation as less efficient miners are leaving the industry. According to NS3.AI, this change is anticipated to enhance the overall health and sustainability of the Bitcoin network. The exit of these miners is likely to result in increased profitability and opportunities for more robust mining operations.

Kyle Samani, co-founder of Multicoin Capital, has openly criticized the notion of hyperliquidity within cryptocurrency markets. According to NS3.AI, his remarks have led to speculation regarding his potential exit from Multicoin Capital. This critique highlights the growing debate surrounding the sustainability and risks associated with hyperliquid market conditions in crypto investing.

Metalpha Technology Holding Limited, a publicly listed Bitcoin treasury company in Japan, has announced a new Bitcoin allocation plan approved by its board. According to Foresight News, the company intends to allocate up to 20% of its annual net profit to Bitcoin. Based on its fiscal year 2025 net profit of $15.9 million, the authorized allocation amount is approximately $3.2 million. On February 9, 2026, Metalpha executed its first transaction under this plan, investing around $1 million. The transaction was completed using its proprietary Accumulator structure, with an average purchase price of approximately $54,000 per Bitcoin. Metalpha's CEO, Adrian Wang, stated that the initiative aims to leverage Bitcoin's foundational role in the industry to create long-term value for shareholders.

Mexico's inflation rate increased in January, reinforcing the central bank's recent decision to halt its record easing cycle. Bloomberg posted on X that the rise in inflation has led to adjustments in both headline and core estimates for the upcoming year. The central bank's move comes amid concerns about inflationary pressures, which have prompted a reassessment of monetary policy strategies. This development highlights the challenges faced by policymakers in balancing economic growth with inflation control. The central bank's decision reflects a cautious approach to managing the country's economic stability in the face of rising prices.

AI 的落地，会优先出现在那些需求刚性、流程清晰、价值可量化的地方。

黄金,传统金融,投资,黄金热了 但也乱了 金色财经,看似一片繁荣的黄金热背后，却暗流涌动、乱象丛生。

Crypto.com 的 CEO Kris Marszalek 计划在Super Bowl超级碗的中场广告打出一张价值 7000 万美元的王炸 — — AI.com。

国际主要经济体的公共债务进一步攀升、政府负债率高企，导致全球债务规模持续膨胀，加之债务期限结构的短期化，显著削弱了全球债务可持续性及金融系统稳定性。

人工智能,chatGPT,技术,AI 大模型与日俱新：打工人如何摆脱「AI 焦虑」？ 金色财经,建立一道过滤器，只捕捉对你工作真正重要的东西。

零知识（Zero Knowledge，简称 ZK），ZK 首次被提出，它回答了这样一个问题：“证明者能否在不透露证人身份的情况下，说服验证者相信某个陈述为真？”

比特币网络正因非货币数据泛滥而受到侵蚀，而实施 BIP-110 是清理网络、恢复节点健康，从而为比特币达到百万美元估值扫清道路的必要措施。

此举再次体现了平台持续打造顺畅、创新、以用户为核心的数字资产服务体系的长期承诺。