据 Onchain Lens 监测，某巨鲸今日向币安存入 15,001 枚 ETH，价值 3457 万美元，用于偿还贷款。过去 2 天内，该巨鲸累计向币安存入 121,185 枚 ETH，总价值 2.92 亿美元。

Barclays Bank economist Bum Ki Son has projected that South Korea's export growth, driven by chip exports, is likely to remain robust through the first half of 2026. According to Jin10, Son noted that the significant increase in semiconductor contract prices has bolstered the country's tech product exports, with chip prices rising by 30%-40% quarter-on-quarter in the first quarter. He anticipates further price increases in the second quarter due to capacity constraints and expected supply shortages that may persist until the end of 2026. Consequently, Son added that the momentum in semiconductor export growth is expected to continue strong through the first half of 2026.

1. FTX 债权人代表：下一轮资金分配预计将于 3 月 31 日进行；2. PlanB：BTC 进入熊市区间或下探 5.5–5.8 万美元，但本轮或为浅熊；3. 分析：OECD 推进 CARF 落地，“离岸加密资产避税时代”正逐步结束；4. 美联储 3 月维持利率不变的概率为 84.7%；5. 欧盟警告 12 个成员国未落实加密税收规则，启动侵权程序；6. 野村控股股价一度跌超 5%，加密资产业务计提损失拖累业绩；7. 盈透证券：比特币和黄金再现趋同走势，白银近期类似“迷因股”；8. CrossCurve 跨链桥遭攻击，启动 72 小时白帽窗口并提供最高 10%赏金；9. 财新：东京香港连发巨额现金劫案，2 名虚拟货币兑换店店员已被拘捕；10. Tom Lee：ETH 或在 2400 美元附近筑底，长期或指向 1.2 万美元；11. Vitalik 发文探讨创作者代币设计思路：可创建非代币化 DAO；12. 美国众议院议长：有信心至少在下周二前获得足够票数结束部分政府停摆；13. “美联储传声筒”：特朗普戏称若不降息将起诉沃什；14. Tom Lee：“1011 崩盘”事件或致市场长期跛行，某交易平台定价漏洞触发连锁自动清算；15. PeckShield：1 月加密市场发生 16 起黑客攻击事件，总损失达 8601 万美元。

A foreign investment in a Trump crypto firm reportedly preceded a reversal in U. S. AI chip restrictions, prompting corruption allegations. source: https://decrypt.co/356591/uae-royals-trump-crypto-venture-ethical-concerns

现货黄金短线跳水，一度回落至 4600 美元/盎司下方，日内跌 6.10%。(金十)

OKX 行情数据显示，IP 短时触及 1.6 USDT，现报 1.585 USDT，24H 涨幅 10%。此前消息，Story 官方宣布：所有已锁定的 IP 代币的初始解锁及后续基于归属期（vesting）的释放，将统一延迟 6 个月。该调整适用于所有投资者、团队成员及内部人员。因此，在 2026 年 8 月 13 日前，不会有任何来自已锁定代币的新流动性进入市场。

On February 2, market participants expressed concerns over potential losses in India's bond market due to the government's record-high debt issuance plan. According to Jin10, India's Finance Minister Nirmala Sitharaman announced during the budget speech on Sunday that New Delhi will borrow 17.2 trillion rupees (approximately $187 billion) in the new fiscal year starting April 1. This figure represents an 18% increase from the revised estimate for the current fiscal year and exceeds survey forecasts of 16.5 trillion rupees. Traders from Kotak Mahindra Life Insurance Company and Ujjivan Small Finance Bank predict that the increased supply could lead to a rise in the 10-year government bond yield by 4 to 5 basis points on Monday. ICICI Securities Primary Dealership Ltd. anticipates that yields may climb to 7% in the coming weeks. The rising financing costs could further strain India's economy, which is already dealing with high tariffs from the United States, while the central bank has limited scope for further rate cuts to support growth. Bond yields are currently at their highest level in nearly a year due to large-scale debt issuance by state governments and weakened demand from pension and insurance funds.

据 GMGN 监测，BSC 链上 Meme 币 BULLA 于昨日夜间至今日凌晨出现快速下跌，约8小时内跌幅超过90%。行情显示，BULLA 价格一度报0.021美元，市值从阶段性高点近4亿美元大幅回落至当前约2200万美元附近，24小时成交量约为1.09亿美元。Odaily提醒用户，Meme 币价格波动较大，投资者请注意风险。

PANews posted on X (formerly Twitter). The replacement of the Federal Reserve Chair is expected to impact long-term market expectations rather than cause immediate cross-asset flash crashes. Typically, markets respond gradually and slowly adjust pricing, making it unlikely for precious metals, tech stocks, and cryptocurrencies to experience simultaneous sharp declines within a 48-hour period. The timing does not align with such rapid market reactions.

CITIC Securities has released a report predicting significant growth in the prices of precious metals by 2026. According to Jin10, the report suggests that gold could reach $6,000 per ounce, driven by its monetary attributes and continued safe-haven appeal. Silver is expected to exhibit strong price elasticity due to extreme shortages and trading activity, potentially reaching $120 per ounce. The report also forecasts robust performance for copper and aluminum, supported by supply constraints, resilient demand, and structurally low inventories. Copper and aluminum are projected to average $12,000 per ton and 23,000 yuan per ton, respectively, by 2026. In the battery metals sector, lithium prices are anticipated to rise to a range of 120,000 to 200,000 yuan per ton, fueled by strong demand for energy storage batteries. Cobalt prices are expected to be influenced by quota reductions, with a projected range of 400,000 to 500,000 yuan per ton. Indonesian nickel quota reductions are likely to drive nickel prices up to $22,000 per ton. Other metals such as rare earths, tungsten, tin, and natural uranium are expected to benefit from tight supply-demand dynamics and strategic metal premiums. The price targets for these metals are set at 600,000 to 800,000 yuan per ton for rare earths, 450,000 to 550,000 yuan per ton for tungsten, 450,000 to 500,000 yuan per ton for tin, and $100 per pound for natural uranium.

AI与代币化对全球金融体系的重塑是大势所趋，其带来的效率革命与风险挑战并存，推动全球金融治理体系向更协同、更智能、更包容的方向发展。

金色财经推出加密货币和区块链行业早报《金色早8点》2955期，为您提供最新、最快的数字货币和区块链行业新闻。

在沃什时代，加密投资者需要摒弃“抄底反弹”的投机思维。

MicroStrategy,BTC,行情,微策略防线告破：比特币要滑向6字头了吗？ 金色财经,加密市场正迎来开年以来的最暗时刻。

在刚刚过去不久的周五交易日，市场经历了一场足以载入史册的剧烈波动。

Binance,赵长鹏,CZ AMA 回应市场 FUD、10.10 闪崩、Alpha 争议 金色财经,近期，赵长鹏 (CZ) 成为加密社区争议的焦点。

人们常说用户并不真正关心隐私，在社交媒体时代，这或许是事实。

黄金,白银,投资,金属市场暴跌后超级周期逻辑依然坚固？ 金色财经,贵金属市场再迎一周上涨，而这很可能还远远到头。

本周共有 17 家区块链初创公司 完成融资，总融资额达 2.854 亿美元。Mesh（原 Front Finance）在 C 轮融资中筹集 7,500 万美元，为本周最大一笔融资。

两天，三万个 AI Agent 在同一个网站 Moltbook 上注册了账号。不是人类注册的，是 AI 自己注册的。