An insurgency in eastern Democratic Republic of Congo, supported by Rwanda-backed rebels, has embroiled Africa’s largest wireless carrier, MTN Group, in a diplomatic controversy over the use of cross-border telecommunications signals. Bloomberg posted on X, highlighting the complexities faced by MTN Group as it navigates the geopolitical tensions in the region. The situation has raised concerns about the impact on telecommunications operations and the broader implications for regional stability. The insurgency has intensified scrutiny on MTN Group's operations, as the company finds itself at the center of a diplomatic dispute involving cross-border signal interference. The ongoing conflict in the region underscores the challenges faced by businesses operating in politically volatile areas, where telecommunications infrastructure can become entangled in broader geopolitical issues. As the situation develops, MTN Group continues to monitor the impact on its operations and the potential diplomatic repercussions.

曾成功预测 2018 年比特币暴跌的著名交易员和图表分析师 Peter Brandt 表示，比特币市场可能尚未触及真正底部， “真实底部或要到 2026 年 10 月才会出现 ”。他此前曾预测，比特币 2026 年三季度可能下探至 6 万美元区域。2 月 6 日，比特币一度跌至约 62,700 美元。Brandt 认为，短期内价格或震荡上行，但年内仍可能回落至 5 万美元高位区间。与此同时，Arthur Hayes 指出，在美元流动性改善前，以太坊价格或将在当前区间持续横盘震荡。截至发稿，以太坊报约 1,941 美元，近 30 日跌幅超过 40%。不过，MN Trading Capital 创始人 Michaël van de Poppe 认为，以太坊当前处于具吸引力的布局区间，并强调过去 18 个月稳定币交易量增长约 200%。。(Cointelegraph)

周五公布的通胀读数低于预期，美国国债价格应声上涨，投资者对美联储2026年降息三次的预期随之升温。对央行政策变化最敏感的两年期美国国债收益率一度下跌多达6个基点至3.40%，创去年10月以来新低，随后略有收窄。数据公布后，交易员定价的年内降息幅度约为63个基点——暗示在已定价的两次降息基础上，年底前进行第三次25个基点降息的概率约为50%，而周四的定价为58个基点。针对1月非农就业数据，交易员本周早些时候已不再完全定价年中降息25个基点，将押注推迟至7月。此前预测3月降息的华尔街银行也纷纷将预期推后至2026年晚些时候。(金十)

Transports experienced a 2.5% decline, while semiconductors fell over 4% yesterday. Bespoke Investment Group posted on X that historically, such simultaneous pullbacks from 52-week highs have not indicated market cycle peaks. This trend provides some reassurance for bullish investors as they approach the long weekend.

Defense startup Shield AI is reportedly in discussions to secure up to $1 billion in funding, which could significantly increase its valuation within a year. Bloomberg posted on X, citing unnamed sources familiar with the matter, that the company aims to more than double its current valuation through this potential deal. Shield AI, known for its advanced artificial intelligence technology in defense applications, is looking to capitalize on growing interest in AI-driven solutions in the defense sector. The funding talks come amid a broader trend of increased investment in AI technologies, as companies seek to enhance their capabilities in various industries. Shield AI's efforts to raise substantial capital reflect its ambition to expand its market presence and technological advancements. The company has not publicly commented on the ongoing negotiations or the specifics of the potential deal. As the defense industry continues to evolve with technological innovations, Shield AI's move to secure significant funding highlights the competitive landscape and the demand for cutting-edge AI solutions.

Paul Ashworth, Chief North American Economist at Capital Economics, highlighted that while the core PCE inflation measure typically averages about 0.3 percentage points lower than the CPI, their calculations indicate that the Federal Reserve's preferred core PCE inflation measure rebounded to 3.0% in January. According to Jin10, this suggests a notable increase in inflationary pressures, which could influence the Federal Reserve's monetary policy decisions.

Ethereum's price fluctuations could lead to substantial liquidations on major centralized exchanges. According to ChainCatcher, data from Coinglass indicates that if Ethereum's price falls below $1,872, the cumulative liquidation of long positions could reach $932 million. Conversely, if Ethereum surpasses $2,066, the liquidation of short positions could total $492 million.

According to ChainCatcher, PIMCO economist Tiffany Wilding has described the recent inflation report as "quite encouraging" due to two positive developments. Firstly, housing prices, which have been rising since the pandemic began, are now showing signs of slowing down. Secondly, the impact of tariffs is gradually diminishing. As these trends continue, the Federal Reserve is likely to be more inclined to lower interest rates, with Wilding suggesting that two more rate cuts this year would be reasonable.

据 Gate 数据，现货黄金站上 5000 美元/盎司，此前美国 1 月整体和核心 CPI 年率均有所回落。

A Colombian high court has temporarily halted the government's decision to raise the minimum wage by 23%. Bloomberg posted on X, highlighting the court's intervention in the government's economic policy. The suspension comes amid debates over the impact of such an increase on the economy and businesses. The court's decision is expected to influence ongoing discussions about wage policies in the country.

马斯克以“月球基地Alpha”新叙事替代火星计划，拟在月球制造并发射AI卫星以突破算力瓶颈。

在 AI 冲击软件股的当下，投资者必须区分：这是暂时的市场恐慌，还是护城河真的在崩塌？

在 AI 冲击软件股的当下，投资者必须区分：这是暂时的市场恐慌，还是护城河真的在崩塌？

@Clawnch_Bot是个很受关注的项目。主要原因是不少生态内的大V们一开始就关注了它，就连Coinbase的Jesse都经常在网上转发项目的相关进展。

英国政府近日委任汇丰银行旗下 Orion 平台，试点发行数字金边债券（DIGIT），标志着主权债务市场正式迈入区块链时代。

过渡期后，建议允许加密资产服务提供商（CASPs）在提交并等待PSD2授权申请的同时，继续交易符合支付服务资格的电子货币代币九个月。

电影《大空头》的结尾，正是2008年经济危机拉开序幕的时刻，除了电影中的几位眼光独到的投资鬼才，大多数人在这场泡沫破碎的时刻血本无归。

一份写满历史新高的财报，配上一个 52 周新低的股价。

段子手不亏反赚，庄家在赌什么，孙宇晨：笔不错，归我了！

一座城市用昨天的规则，去迎接明天的革新，它就注定了要在今天迷失。