Credit markets have demonstrated stability despite significant fluctuations in certain stock prices. Bespoke Investment Group posted on X that the trading day revealed minimal concern from credit markets regarding the downturn in some stocks. This observation highlights the resilience of credit markets in the face of stock market volatility. The daily wrap commentary suggests that while some stocks are experiencing declines, the broader credit market remains largely unaffected, indicating a potential divergence in market reactions.

Japan's Finance Minister, Goto Katayama, addressed comments made by Prime Minister Sanae Takaichi regarding the overly tight policies of the past. According to Jin10, Katayama acknowledged that previous budgets did not account for rising prices and labor costs. This response highlights ongoing discussions within Japan's government about the need to adapt fiscal strategies to current economic conditions.

Japan $EWJ, Utilities $XLU, and Australia $EWA have emerged as the top-performing key ETFs this week. Bespoke Investment Group posted on X. In contrast, Bitcoin $IBIT, natural gas $UNG, and Financials $XLF have been the least successful in terms of performance.

Three significant areas were highlighted in today's reports. Bespoke Investment Group posted on X, emphasizing the importance of these topics. The reports delve into various aspects that are crucial for understanding current market dynamics. While the full details are available to members, the highlighted areas provide a glimpse into the broader analysis offered. These insights are part of an ongoing effort to keep stakeholders informed about relevant developments.

On February 13th, according to SoSoValue data, the cryptocurrency market saw mixed performance, with the AI ​​sector performing particularly well, rising 2.80% in the past 24 hours. Virtuals Protocol (VIRTUAL) and Bittensor (TAO) rose 4.11% and 4.44% respectively, while Kite (KITE) surged 18.14%. Meanwhile, Bitcoin (BTC) fell 1.66%, dropping below $67,000; Ethereum (ETH) fell 1.03%, fluctuating narrowly around $1,900. In other sectors, the Layer 2 sector rose 1.51% in the last 24 hours, with Polygon (POL) up 7.22%; the Meme sector rose 1.20%, with Pump.fun (PUMP) up 2.40%; the DeFi sector rose 0.87%, with River (RIVER) up 29.94%; the CeFi sector rose 0.25%, with Aster (ASTER) up 3.10%; the Layer 1 sector rose 0.11%, with Hedera (HBAR) up 2.58%; and the PayFi sector fell 1.52%, with Trust Wallet (TWT) bucking the trend and rising 9.23%. Crypto sector indices reflecting historical sector performance show that the ssiRWA, ssiSocialFi, and ssiDePIN indices rose 4.46%, 3.54%, and 2.47%, respectively.

Marex, a global financial services firm, has significantly increased its investment in Bitmine, according to a recent 13F-HR filing. According to NS3.AI, the firm boosted its stake by 560.05%, holding over 10 million shares as of the fourth quarter of last year. This represents a substantial rise from the approximately 1.5 million shares reported in November. Bitmine's share price closed at $19.74 on February 12.

Twenty-two Bitcoins, valued at approximately $1.5 million, have mysteriously disappeared from a cold wallet held as evidence by Seoul's Gangnam Police Station. According to NS3.AI, while the physical wallet remains intact, its digital contents have been emptied, leading to an internal investigation by the Gyeonggi Bukbu Provincial Police Agency. Authorities are examining the possibility of internal involvement in the unauthorized transfer.

Anthropic, an artificial intelligence company, is investing $20 million into a super PAC operation designed to counter the influence of OpenAI's political activities. New York Times posted on X, highlighting this strategic move as a significant development in the AI industry. The super PAC aims to balance the political landscape by providing an alternative perspective to OpenAI's initiatives. This investment underscores the growing intersection of technology and politics, as companies seek to influence policy and public opinion. Anthropic's decision reflects its commitment to shaping the future of AI governance and ensuring diverse viewpoints are represented in the political arena.

Polygon announced on the X platform that for AI agents to autonomously conduct commercial transactions and payments at scale, friction must be eliminated, and payments should be instantaneous with nearly zero fees. According to Odaily, the PIP-82 proposal suggests reclaiming up to $1 million in base fuel fees through the Polygon x402 facilitator to accelerate transactions between agents and further reduce AI agent costs. Polygon holds a significant share in Agentic Commerce, having processed several key AI agent transactions. Notably, OpenClaw completed the first fully autonomous AI-to-AI commercial transaction on Polygon, involving automatic listing, pricing, negotiation, transaction, and payment.

Bubblemaps disclosed on the X platform that Trove Markets had quietly refunded KOLs who participated in the pre-sale, while other pre-sale participants suffered heavy losses. Monitoring wallets associated with TROVE token deployers revealed that a day after the token crash, $100,000 worth of USDC and $350,000 worth of USDT were transferred to newly invested wallets. On-chain evidence and leaked chat logs now prove that the project team engaged in discriminatory treatment of investors. After raising $11.5 million through an ICO in January, Trove stated it would retain $9,397,403 to continue building PerpDEX on Solana. This move sparked strong community dissatisfaction, causing its token price to plummet by over 95%, resulting in significant losses for ICO participants who accused the team of rigging. According to community feedback, the project had issues such as "paying KOLs for promotion, and funds flowing to entertainment platform deposit addresses."

The current sell-off in metals was triggered by a combination of risk aversion and profit-taking in the stock market, with algorithmic trading and CTA strategies exacerbating volatility. Analysts say this is not a trend reversal, but short-term volatility will increase significantly.

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Jinse Finance launches its cryptocurrency and blockchain industry daily news bulletin, "Jinse at 8 AM," issue 2966, providing you with the latest and fastest news on the digital currency and blockchain industry.

Jinse Finance launches the "Jinse Web3.0 Daily," providing you with the latest and fastest news on MEME, DeFi, DAO, NFT, and the metaverse industry.

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