巴克莱银行预计，如果油价持续维持在每桶 100 美元附近，且经济增长保持停滞状态，欧洲公司的每股收益（EPS）增长率很可能会降至较低的个位数水平，欧洲斯托克 600 指数将跌至约 550 点。从历史数据来看，在滞胀时期，能源、公用事业和医疗行业表现更为出色，而金融、电信和消费领域则往往表现滞后。该行在一份报告中称，尽管经济的能源消耗强度随着时间的推移有所下降，但经济的增长仍面临风险，因为欧洲对中东能源供应的依赖程度高达 30%。(金十)

Rheinmetall CEO has projected that Europe's defense expenditure will align with that of the United States in the future. According to Jin10, this statement reflects a significant shift in the geopolitical landscape, as European nations are expected to increase their military budgets substantially. The CEO's remarks underscore the growing emphasis on defense capabilities amid evolving global security challenges. This development could lead to increased collaboration and investment in defense technologies across Europe, potentially impacting the global defense industry.

Italian Prime Minister Giorgia Meloni has called on the European Union to consider offering gas liquidity services for national gas pipeline operators. According to Jin10, this initiative aims to inject gas into the market at predetermined prices. The proposal is part of Italy's broader strategy to stabilize energy supplies and manage market volatility amid ongoing geopolitical tensions affecting energy resources.

据 Lookonchain 监测，交易员 pension-usdt.eth 正在做空 BTC 和 ETH，同时做多石油。其头寸包括 1000 枚 BTC（价值 6955 万美元）、8950 枚 ETH（价值 1807 万美元）和 3 万份 xyz:CL（价值 259 万美元）。自 3 月 1 日以来，该交易员已连续获利 12 次，总利润约为 2700 万美元，胜率为 85%。

The tokenized real-world asset market has experienced significant growth this year, expanding by approximately 66% to reach a total value of $23.6 billion. According to NS3.AI, the largest segment within this market comprises tokenized U.S. Treasury, bond, and money market funds, which collectively account for around $10.5 billion. This expansion highlights the increasing interest and investment in tokenized assets, reflecting a broader trend towards digital financial instruments.

Kodiak, the largest decentralized exchange on Berachain, has integrated Orbs' dSLTP protocol to enhance its trading capabilities. According to NS3.AI, this integration introduces decentralized stop-loss and take-profit orders for swap trades, providing users with automated sell order execution when predetermined price levels are met. The protocol operates on Orbs' Layer 3 infrastructure, aiming to offer more robust trading options for users on the platform.

Taiwan's major life insurance companies are preparing for a substantial decrease in their book value, potentially amounting to billions of dollars. Bloomberg posted on X, highlighting the challenges these insurers face due to fluctuating market conditions and economic uncertainties. The decline in book value is attributed to various factors, including volatile interest rates and changes in the global financial landscape. These elements have put pressure on the insurers' investment portfolios, leading to potential losses. Industry experts suggest that the insurers may need to adjust their strategies to mitigate the impact of these financial challenges. This situation underscores the broader economic pressures affecting financial institutions worldwide. As Taiwan's life insurers navigate these turbulent times, they are likely to focus on risk management and strategic adjustments to safeguard their financial stability. The evolving economic environment continues to pose significant challenges for the insurance sector.

Germany is still waiting for clear signs of economic recovery, according to Ralph Solveen of Commerzbank. According to Jin10, recent improvements in business sentiment and PMI data indicate expansion in both manufacturing and services. However, these surveys were conducted before the outbreak of the Iran war. Meanwhile, core industrial orders fell in January, with December's figures revised downward. "So far, hard data only shows that the industrial sector's downward trend has ended; signs of recovery have yet to appear," Solveen noted. The construction sector has been recovering, but both PMI and order data show weak signals. Additionally, the retail sector shows no signs of imminent recovery, with sales stagnating since last spring.

Italy's Prime Minister Giorgia Meloni has called for an urgent suspension of the European Union's Emissions Trading System (EU ETS) regulations concerning heat generation. According to Jin10, Meloni emphasized the necessity of this suspension until global fossil fuel prices return to pre-Middle East crisis levels. The appeal highlights Italy's concerns over the impact of current energy prices on its economy and the need for immediate action to alleviate pressure on energy costs.

Italian Prime Minister Giorgia Meloni emphasized the importance of supporting small and medium-sized enterprises (SMEs) within the framework of the new European Competitiveness Fund. According to Jin10, Meloni highlighted the need to ensure balanced distribution of EU resources across all regions. This initiative aims to bolster economic growth and competitiveness by providing targeted support to SMEs, which are crucial for regional development and economic stability. The focus on SMEs is part of a broader strategy to enhance the overall competitiveness of the European Union and ensure equitable resource allocation.

xStocks launched the xPoints rewards programme to give users points for trading tokenised stocks, providing liquidity, and using the assets in DeFi. The governance wording in the programme has sparked speculation about a possible future token, though nothing has been confirmed.

这支源自新马的创业团队，在过去三年确实向市场展现了其产品执行力，但他们同样在每一个监管灰色地带，用其商业逻辑进行充分的套利。

China’s highest court has signaled a tougher stance against cryptocurrency-related crime, warning that individuals and organizations using digital assets to launder money or move funds illegally across borders could face harsher penalties.

黄仁勋,人工智能,黄仁勋罕见发长文：AI是“五层蛋糕”基础设施 金色财经,人工智能（AI）是当今塑造世界的最强大力量之一。

人工智能,AI Agent,OpenClaw,Anthropic,你养的“龙虾” 已在失控边缘 金色财经,现在的AI能力够可怕了，该是时候给安全提提速了。

因wstETH预言机价格异常，AAVE用户承受了2100万美元的误清算。AAVE协议自身未产生任何坏账，但大量仓位健康的用户遭遇了不公清算。

从产业视角看，AI 可以拆解为五层技术堆栈：能源 → 芯片 → 基础设施 → 模型 → 应用。

Trust Wallet has added a new feature to stop address poisoning, a scam where attackers trick users into sending crypto to fake wallets that look like real ones. The feature automatically checks addresses in real time and highlights differences to prevent users from sending funds to scammers.

矿企,人工智能,算力,BTC,矿企转卖AI算力：是一夜暴富 还是烧钱陷阱？ 金色财经,重压之下亦有出路。

A French couple in their late 50s was coerced to transfer roughly $1 million in Bitcoin after criminals posing as police officers carried out a violent home invasion west of Paris, highlighting a growing wave of physical attacks targeting cryptocurrency holders.