BTC,加密货币,机构大幅割肉 BTC跌破200周均线 金色财经,BTC继续跌跌不休，再度冲击61k的城门。

The U.K. government raised its domestic crude oil price outlook, saying prices could remain around $100 per barrel until before 2028 even if the United States and Iran reach a peace agreement. According to Jin10, the government said it now expects energy supply in the Gulf region to take longer to recover. The new analysis warned that pressure on energy prices was higher than previously expected and that the global economic outlook was increasingly deteriorating. The U.K. government had previously expected supply in the Persian Gulf region to recover about six months after the end of the war, but it now said the recovery could take as long as 14 months.

Strategy founder and executive chairman Michael Saylor published an essay titled The Four Ideologies of Bitcoin, describing four major ideological groups within the current Bitcoin community. According to Odaily, Saylor categorized these groups as Bitcoin Maximalists, Bitcoin Capitalists, Bitcoin Technologists, and Bitcoin Fundamentalists. Saylor wrote that Bitcoin Maximalists emphasize Bitcoin’s position as the dominant digital currency network. He said Bitcoin Capitalists advocate integrating Bitcoin into global capital markets, the banking system, and corporate balance sheets. He added that Bitcoin Technologists support technical upgrades to improve scalability, privacy, and security. Saylor said Bitcoin Fundamentalists prioritize self-custody, decentralization, and the protocol’s immutability, aiming to prevent Bitcoin from being captured by institutions or regulatory forces. Saylor stated that Bitcoin has developed from a niche technical experiment into a global digital currency network and asset. He said that while different groups recognize Bitcoin’s importance, they differ on its development path, methods of expansion, and protection mechanisms. He argued that Bitcoin’s future success requires combining the four perspectives, including maintaining core characteristics such as scarcity, security, and decentralization, while also advancing institutional adoption, integration with capital markets, and higher-level innovation. Saylor added that Bitcoin can serve as personal money, corporate capital, bank collateral, a national reserve asset, and infrastructure for global financial markets.

The market capitalization of RWA chains edged up to $31.5 billion, while the number of holders surged 12%, but stablecoin transfer volume dropped 40%, reflecting a market pattern described as “user accumulation with depleted activity.” According to PANews, the Hong Kong Monetary Authority has set up an expert group on tokenized bonds, and four major banks including JPMorgan have jointly built a tokenized deposit network. The report also said Goldman Sachs has launched a tokenized real estate fund. PANews added that the global tokenization trend is accelerating alongside regulatory moves and increased institutional participation.

Polymarket Chief Marketing Officer Matthew Modabber transferred more than $2.5 million to over 800 people via a personal PayPal account between 2025 年 1 月 and 2026 年 2 月, Politico reported. According to Foresight News, about 24 identifiable influencers who received payments later posted Polymarket-related content on X more than 490 times in total, without disclosing paid promotional relationships. The recipients included content creators with differing political viewpoints, including conservative and progressive voices. Some posts presented Polymarket odds data using news-style wording such as “BREAKING” and “NEW.” A Polymarket spokesperson said working with influencers is part of the company’s routine business activities, but declined to comment on disclosure policies or questions about Modabber using a personal account for the transactions. The U.S. Federal Trade Commission requires influencers to disclose “material connections” with brands they promote.

China has tightened oversight of its 23 trillion yuan private fund industry, raising the bar for private fund registration and stepping up enforcement against illegal activities. According to RTHK, the China Securities Regulatory Commission said the move aims to reduce financial risks and encourage long-term “patient” capital to support tech-focused venture capital investments. The CSRC said regulators will set up a cross-agency monitoring platform to identify risks and misbehaviours, and will increase monitoring of government-backed funds’ operations. It also said it will clamp down on illegitimate cross-border flows, illicit fundraising and misappropriation of money. The announcement came two weeks after China launched a crackdown on cross-border investment and tightened capital controls, and follows clean-up efforts that began in 2023, including the deregistration of more than 5,000 private fund managers.

India’s economy grew 7.8% in the first quarter, exceeding the 7.3% median expectation, despite higher energy costs linked to the Iran war and a weaker rupee. According to Jin10, India’s Ministry of Statistics and Programme Implementation said the stronger-than-expected growth came even as external shocks weighed on the outlook. The report said India’s economy has faced pressure from a recent series of external disruptions, including additional U.S. tariffs and the follow-on effects of the Iran war, leaving prospects unclear. On Friday, the Reserve Bank of India announced measures aimed at attracting foreign capital, including expanding access to government bonds to encourage inflows and ease pressure on the rupee, while keeping interest rates unchanged. The government also removed capital gains tax for foreign investors on bond investments, seeking to shield the economy from an energy crisis shock associated with the Iran war.

过去几个月，加密行业最热闹的场面，发生在"谁能把美股搬上链"这件事上。

支付,加密市场,非洲支付市场格局的宏观经济溯因 金色财经,为什么移动支付和加密货币在银行缺位之处蓬勃生长。

US President Donald Trump has appointed William J. Pulte, a longtime ally and current head of the Federal Housing Finance Agency (FHFA), as acting Director of National Intelligence (DNI), placing one of his most loyal supporters in charge of overseeing the country’s intelligence community.

Zcash,Zcash闪崩50%背后：ZEC真能“无限增发”吗？最坏会发生什么？ 金色财经,漏洞不会导致ZEC全局无限增发，但仍有不确定性。

稳定币不应被视作小众加密支付工具来分析。在企业金融场景中，它愈发核心的定位是可编程结算底层。

South Korean police are investigating Polymarket users for suspected illegal gambling linked to crypto bets on real-world events. Authorities are tracing transactions and questioning users, with fines possible if laws were broken.

Nigel Farage’s Reform UK has emerged as Britain’s best-funded political party after receiving roughly £7 million from two prominent crypto billionaires, underscoring the growing influence of digital asset wealth on political movements.

人工智能,人文学科为何错失人工智能时代机遇？ 金色财经,事实证明，在纪律方面，现实总是最后才发挥作用。

Jim Cramer reacted strongly after Strategy sold 32 Bitcoin and linked the move to Bitcoin’s sharp fall and growing pressure on the market. The sell-off, wider ETF outflows, and rising losses at Strategy have fuelled debate over its role in supporting Bitcoin’s price.