The assassination of Iran's leader, Ayatollah Khamenei, marks a significant shift in U.S. foreign policy, disrupting a strategy that has been in place for over fifty years. Bloomberg posted on X, highlighting the profound implications this event has on international relations and regional stability. The targeted attack raises questions about future diplomatic engagements and the potential for escalating tensions in the Middle East. Analysts are closely monitoring the situation to assess the broader geopolitical consequences and the impact on global security dynamics.

The U.S. Dollar Index (DXY) has reached 98, marking a daily increase of 0.34%. According to ChainCatcher, this development highlights the strengthening of the dollar in the currency markets.

China's initiative to stimulate growth in the technology sector through an onshore bond program aimed at innovation has unexpectedly benefited Asia's largest dairy producer. Bloomberg posted on X, highlighting how the program, initially designed to support technological advancements, has extended its impact to other industries. The dairy producer has capitalized on the favorable conditions created by the bond program, which was primarily intended to drive innovation in tech-related fields. The bond program, part of China's broader strategy to enhance its technological capabilities, has inadvertently provided financial advantages to companies outside the tech sector. This development underscores the program's wider economic implications, as it facilitates access to capital for diverse industries, including agriculture and food production. The dairy producer's success in leveraging the bond program reflects the interconnected nature of modern economies, where initiatives targeting specific sectors can have ripple effects across various industries. As China continues to pursue its technological ambitions, the broader economic landscape may witness similar instances of cross-sectoral benefits. This unexpected outcome highlights the complexity of economic policies and their potential to influence multiple sectors, beyond their original scope. The bond program's impact on the dairy industry serves as a reminder of the dynamic interactions within the economy, where targeted measures can yield unforeseen advantages for a range of businesses.

Solana (SOL) has been experiencing a period of low volatility, trading within a narrow range for almost a month. According to NS3.AI, this pattern reflects investor indecision. On-chain data indicates a rise in new addresses and consistent accumulation by long-term holders, pointing to increased interest in the network despite moderate buying momentum. Analysts suggest that a breakout above $88 could propel prices to $97 or higher, while failing to maintain support at $77 might lead to a decline towards $67.

One of Japan's major regional banks is exploring the country's volatile bond market by focusing on shorter-term notes to achieve better returns. Bloomberg posted on X, the bank is steering clear of longer-dated securities due to increasing interest rates. This strategy reflects a cautious approach in response to the current economic climate, aiming to balance risk and reward effectively. The bank's decision highlights the challenges faced by financial institutions in adapting to fluctuating market conditions.

An explosion has been reported at a British Air Force base in Cyprus, according to BNO News. The incident has raised concerns about the safety and security measures at the base. Details about the cause of the explosion and any potential casualties are currently unclear. Authorities are investigating the situation to determine the circumstances surrounding the event. Further updates are expected as more information becomes available.

UK Prime Minister Stamer announced plans to invite Ukrainian experts to assist Gulf partners in countering Iranian drone threats. According to Jin10, this initiative aims to bolster regional security and enhance collaborative efforts in addressing the growing concerns over Iran's drone capabilities. The move reflects the UK's commitment to strengthening alliances and ensuring stability in the Gulf region amid escalating geopolitical tensions.

null source: https://x.com/BSCNews/status/2028229432884797723

The CME's FedWatch tool indicates a 6.4% probability of a 25 basis point rate cut by the Federal Reserve in March, with a 93.6% chance of maintaining current rates. According to Jin10, the likelihood of a cumulative 25 basis point cut by April stands at 22.6%, while the probability of rates remaining unchanged is 76.2%. Additionally, there is a 1.2% chance of a cumulative 50 basis point cut by April. By June, the probability of a cumulative 25 basis point cut increases to 43.9%.

The U.S. Capitol is set to implement heightened security measures tonight and tomorrow due to concerns over potential terrorism following an attack on Iran. According to Jin10, Fox News reported that while there is no specific threat to the Capitol, apprehensions persist, especially with Congress about to reconvene. The House of Representatives is in recess tomorrow, but the Senate will meet on Monday afternoon. Regarding the possibility of installing large fences or smaller 'bike rack' barriers around the Capitol grounds, officials have indicated that there are currently no plans to do so.

市场直接影响将是，全球避险资产走强，黄金将延续牛市。若石油供应中断推高油价，美债将尤其受益；全球股市下跌，但美股表现相对更优。

2026 年 2 月的最后一天，当人们在 Polymarket 下注美国是否会进攻伊朗的时候，炸弹声在德黑兰响起。

今天，德黑兰北部的谢米兰区笼罩在一种极度不安的静谧中。对于伊朗最高领袖阿亚图拉·阿里·哈梅内伊而言，这种静谧通常意味着安全，但在这一天，它成了死亡的前奏。

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这封信很大篇幅给了AI的进展，有时候感觉快跟不上节奏了。刚发布的产品和去年最先进的东西之间，差距是赤裸裸的。

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