尽管美国劳动力市场韧性迹象暗示美联储或长期按兵不动，美元依然走弱。Corpay 策略师卡尔·沙莫塔表示：“这表明看空情绪已根深蒂固，并对包括我们在内那些预期美国强劲基本面将提供支撑的人构成警示。以历史标准衡量，美元迄今跌幅仍属温和，若市场情绪无转变，后续下行空间犹存。”(金十)

CZ 在币安广场回复关于 AI 发展趋势的看法时表示，AI 一定会百花齐放，可能两年对他来说都是长远的时间节点，但有一点似乎可以肯定的是，未来的 AI Agent 大概率都会采用加密货用作结算。

Data center startup Nscale has successfully obtained $1.4 billion in financing from lenders such as Pimco and Blue Owl. Bloomberg posted on X, the funds will be used to acquire chips that Nscale plans to lease to its customers. This financial move is part of Nscale's strategy to enhance its service offerings and expand its market presence. The company aims to leverage this investment to meet the growing demand for data center services and technology solutions. The involvement of prominent lenders like Pimco and Blue Owl underscores the confidence in Nscale's business model and future prospects.

预测市场平台 Polymarket 宣布， “纽约首家免费杂货店 The Polymarket ”已在纽约市南 7 大道 137 号正式开业，作为纽约市第一家免费杂货店，由纽约人建造，为纽约人服务。近期预测市场平台 Kalshi 和 Polymarket 拉新竞争加剧，Kalshi 于 2 月 3 日在曼哈顿下城的 WestSide Market 推出活动，向顾客免费提供价值 50 美元的杂货，现场排队人数众多，许多参与者表示这相当于几小时工资，很有吸引力。Kalshi 联合创始人 Tarek Mansour 表示此举为了回馈社区并扩大用户基数。Polymarket 则今日开业 “纽约首家免费杂货店 The Polymarket ”，全部商品免费、无需购买、向所有纽约人开放，还额外捐赠 100 万美元给当地食物银行。

The U.S. dollar has shown signs of weakening, even as indicators of resilience in the American labor market suggest that the Federal Reserve may maintain its current stance for an extended period. According to Jin10, Corpay strategist Karl Schamotta noted that this trend highlights entrenched bearish sentiment, serving as a warning to those, including himself, who expect robust U.S. fundamentals to provide support. Schamotta added that, by historical standards, the dollar's decline remains moderate, but if market sentiment does not shift, there could be further room for depreciation.

The Joint Chiefs of Global Tax Enforcement (J5) have issued a warning regarding the use of cryptocurrency over-the-counter (OTC) trading desks and payment processors in facilitating criminal activities. According to NS3.AI, these platforms are often utilized to obscure and transfer funds linked to illegal operations. Despite handling daily volumes that significantly surpass those of exchanges, many OTC desks fail to adequately report suspicious activities, thus enabling tax evasion and money laundering. In response to these concerns, regulatory measures are being strengthened globally. New regulations in regions such as Hong Kong are being implemented to enhance the oversight of OTC operations and ensure compliance with financial laws. These efforts aim to curb the misuse of cryptocurrency platforms for illicit financial activities.

Cement stocks have continued their downward trend due to speculation that the European Union may postpone the tightening of its carbon controls. Bloomberg posted on X, indicating that this potential delay could impact the pricing power of companies that have adopted greener practices. The uncertainty surrounding the EU's environmental policies has led to concerns among investors, affecting the market performance of these stocks. As firms have invested in sustainable practices, the anticipated delay in carbon control measures could undermine their competitive advantage, leading to further declines in stock prices. The situation highlights the ongoing challenges faced by industries in adapting to regulatory changes and the impact of policy shifts on market dynamics.

The rolling 12-month average for the Consumer Price Index (CPI) has consistently been 2.7% in recent months. FactSet posted on X, highlighting the stability in inflation rates over this period. This steady figure suggests a period of relative economic stability, as the CPI is a key indicator of inflation and purchasing power. Analysts are closely monitoring these trends to assess future economic conditions.

美国银行经济学家指出，投资者对美联储与美国财政部可能达成“协同协议”的猜测正引发疑问。该行认为，此类协议“定义尚不明确”，且可能性很可能已被市场消化。“除非协议内容超越当前市场讨论范畴，否则任何新协议都难以引发实质性价格波动。”美银称，协议将主要围绕美联储缩表及美债发行展开。经济学家预计，若货币政策受到影响（该行认为可能性极低）或财政部限制长债发行（美银认为存在可能），则对市场影响更大。(金十)

Key TakeawaysCZ says real-world asset (RWA) tokenization is drawing increasing attention from governmentsHe points to prediction markets around major global events as another potential growth areaCZ cautions that long-term predictions are uncertain and unexpected sectors may still emergeChangpeng Zhao has shared his personal view on where capital and builder attention may flow in the crypto industry over the next two to three years, highlighting real-world asset (RWA) tokenization and prediction markets as areas gaining increasing interest.Speaking during a recent AMA, CZ prefaced his response by noting that long-term predictions are inherently uncertain.“It’s a prediction question, and my predictions are most likely going to be wrong,” he said.Growing Government Interest in RWA TokenizationCZ said one of the most visible trends he is observing is rising global interest in tokenizing real-world assets. Based on his conversations with policymakers and industry participants, he said many countries are exploring ways to tokenize assets within their borders.According to CZ, tokenization allows governments to raise capital upfront while delivering physical goods or redemption later, creating liquidity and economic activity around previously illiquid assets.He cited examples such as gold reserves, rare earth minerals, water resources, and even salt, noting that many countries hold valuable natural assets that are not yet fully developed or extracted.“If you tokenize an asset, you create an economy around that asset class,” CZ said.He also pointed out that certain resources, such as drinking water, already command high real-world value on a per-unit basis, making them attractive candidates for future tokenization initiatives.Prediction Markets Around Global EventsIn addition to RWAs, CZ highlighted prediction markets as another area that could see increased activity, particularly around major global events.He said large-scale events such as the World Cup, elections, and other widely followed outcomes tend to drive interest in prediction-based products, as users seek new ways to express views and hedge outcomes.According to CZ, prediction markets tied to such events are relatively easy to anticipate compared to other emerging sectors.Expect the UnexpectedDespite outlining these themes, CZ emphasized that crypto innovation often comes from unexpected directions. He noted that some of the most impactful trends historically were not obvious in advance and emerged “out of left field.”“There are usually some things that come out that you never imagine, and that becomes really hot,” he said.

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Vitalik 一直是一个有原则的人。我印象中他从来没有过这样的时期。

如果以太坊要在AI时代真的实现Vitalik的理想和目标，未来恐怕还需要更高频的迭代和对AI更紧密的关注和跟踪。

警惕那些每隔三个月就更换核心赛道的项目，真正的创新需要深耕，频繁的叙事切换通常是为了掩盖旧业务的失败。

在 2026 年宏观背景下，ARK Invest 指出有四大趋势正在提升比特币价值，并认为比特币正从一种“可选的”边缘资产演变为机构投资组合中不可或缺的战略性资产。

从Memecoin炒作到智能体基础设施，Bankr 作为执行层等等

2026 年的开局，比预想中更冷冽。原本以为熬过了漫长熊市，春天触手可及，现实却是一场猝不及防的「倒春寒」。

“VC 行业正处于从“判断力驱动”向“赢得交易能力驱动”的范式转移中。”

银行,传统金融,金融体系,奇点将至：当加密技术重写数字银行的底层逻辑 金色财经,谁将成为下一个加密超级应用？

The UK Treasury has chosen HSBC’s Orion platform to pilot tokenised government bonds, making Britain the first G7 country to test blockchain for sovereign debt. The DIGIT pilot will explore faster, on-chain settlement and aim to boost digital infrastructure across UK financial markets.