CryptoQuant CEO Ki Young Ju 称，尽管 2025 年有 3080 亿美元资金流入，但未能提升市场市值，导致 DAT 策略失效，BTC 正面临过度的抛售压力。（Cointelegraph）

加密货币这个曾经由投机驱动的行业，现已进化为机构级金融基础设施，成为面向全球人群、类似开源模式的金融互联网底层。

Pakistan has decided to participate in the T20 Cricket World Cup match against India, reversing its previous decision to boycott the game. Bloomberg posted on X that this change comes after significant diplomatic efforts by regional countries. The initial boycott was a result of political tensions, but recent negotiations have led to a resolution, allowing the match to proceed as planned. This development is seen as a positive step towards improving relations between the two nations, which have a long history of rivalry both on and off the cricket field. The decision is expected to be welcomed by cricket fans and officials who have been eager to see the two teams compete in the prestigious tournament.

On February 10, SK Group Chairman Chey Tae-won met with NVIDIA CEO Jensen Huang at a California restaurant to discuss high-bandwidth memory (HBM) supply and broader artificial intelligence business cooperation. According to Jin10, the meeting highlights ongoing efforts to strengthen ties between the two companies in the AI sector. Previously, reports indicated that Samsung Electronics plans to begin mass production of HBM4 as early as the third week of this month, which will be used in NVIDIA's next-generation AI computing platform, 'Vera Rubin.'

A recent report highlights that 34% of the fashion industry's profits are at risk due to climate inaction. Bloomberg posted on X, emphasizing the potential financial impact on the sector if environmental concerns are not addressed. The report suggests that the industry's failure to implement sustainable practices could lead to significant economic losses. The fashion industry, known for its substantial environmental footprint, faces increasing pressure to adopt eco-friendly measures. The report warns that without decisive action, the sector could experience a decline in profitability, affecting stakeholders across the supply chain. Experts urge companies to prioritize sustainability to mitigate risks and safeguard future earnings. The report calls for a shift towards sustainable materials and practices to reduce the industry's environmental impact. As climate change continues to pose challenges globally, the fashion industry must adapt to remain viable. The report serves as a wake-up call for businesses to integrate sustainability into their operations, ensuring long-term profitability and environmental responsibility.

Taiwan Semiconductor Manufacturing Co. (TSMC) experienced a significant increase in sales for January, marking the fastest growth in months. Bloomberg posted on X, highlighting that this surge indicates continued global investment in artificial intelligence, despite ongoing concerns about a potential industry bubble. The company's robust performance reflects the persistent demand for AI technologies, which has been a driving force in the semiconductor industry. TSMC's sales growth suggests that the market for AI-related products remains strong, even as some analysts warn of possible overvaluation in the sector. This development comes amid a broader context of fluctuating market conditions and varying forecasts for the tech industry. TSMC's ability to maintain growth in such an environment underscores its pivotal role in the global semiconductor supply chain. As the industry navigates these challenges, TSMC's sales figures provide a glimpse into the ongoing trends and potential future directions for AI and semiconductor markets.

According to the announcement from Binance, the platform is set to update the collateral ratio and Tiered Collateral Ratio for PM Pro concerning specific assets under Portfolio Margin. This adjustment is scheduled to take place on 2026-02-13 at 06:00 (UTC) and is expected to be completed within approximately 30 minutes. The assets affected by this update include W, SEI, RUNE, SSV, BB, 1INCH, COMP, KSM, AR, PYTH, CKB, KMNO, KNC, DUSK, ATA, MAV, SPK, YFI, HEI, and IOTA. The collateral ratios for these assets will be reduced, with W and SEI decreasing from 45% to 40%, and others like RUNE, SSV, BB, 1INCH, COMP, KSM, AR, PYTH, and CKB dropping from 35% to 30%. Additionally, KMNO, KNC, DUSK, ATA, MAV, SPK, YFI, HEI, and IOTA will see their collateral ratios decrease from 20% to 10%. For PM Pro assets, the collateral ratio adjustments will also affect the rank floor and cap in USD. For SSV, BB, and CKB, the rank floor will change from 90 to 100,000 USD, maintaining a 100% collateral ratio. The cap will adjust from 100,000 to 250,000 USD, with the collateral ratio decreasing to 80%. Further adjustments include a cap increase to 500,000 USD with a 50% collateral ratio, and a cap of 99,999,999,999 USD with a 10% collateral ratio. Binance advises users to closely monitor the Unified Maintenance Margin Ratio (uniMMR) to prevent potential liquidation or losses due to these changes. The collateral ratio impacts the uniMMR, and users should remain vigilant to manage their positions effectively.

Bangladesh's oldest political party has been barred from participating in the elections scheduled for this week, raising concerns about ongoing political instability in the country. Bloomberg posted on X, the party has urged its supporters to boycott the polls, claiming they lack credibility. The party's exclusion from the electoral process has sparked debates about the fairness and transparency of the upcoming elections. Observers are closely monitoring the situation, as the party's call for a boycott could impact voter turnout and the overall legitimacy of the election results. The political landscape in Bangladesh remains tense, with questions surrounding the democratic process and the future of political participation in the nation.

据 Lookonchain 监测，一个新创建的地址（0x6C85）向 Hyperliquid 存入 1288 万 USDC，以 20 倍杠杆借贷做多 ETH。目前，该地址已开立 16270 枚 ETH 的多单，价值 3338 万美元。

美 SEC 委员 Mark T. Uyeda 就证券代币化发表观点，称 SEC 的规则不应在技术演进中设置“不必要的障碍”。Uyeda 在资产管理衍生品论坛演讲中指出，代币化已从理论探索步入早期实践阶段，市场参与者正在测试传统证券如何在链上发行、持有和转让。他强调，代币化证券仍属证券法规监管范畴，技术进步并未改变信息披露、资产托管和投资者保护等核心法律义务。Uyeda 表示，SEC 的职责并非为加密原生资产创设一套平行规则，而是将现有证券法律适配至链上环境，且不应造成不必要的摩擦。他重申 SEC 坚持“技术中立”原则，关注监管结果而非具体流程。Uyeda 特别提及，SEC 近期已收到一份基于《投资公司法》的豁免申请，这表明代币化“不再只是理论推演，而是正在成为现实”。（The Block）

AI智能体经济的各个组成部分——支付、声誉、身份——已分别构建了数月。OpenClaw或许就是它们所接入的载体。

Crypto.com CEO Kris Marszalek has acquired the coveted AI.com domain for approximately $70 million, paid entirely in cryptocurrency.

我们正处在历史上最具独特性、最不对称的时刻之一。现在唯一正确的做法，就是拉长你的时间维度，彻底放弃短期主义。

一个“为偷懒而生”的本地AI，如何成为你电脑的主人？

白宫2月10日召开的稳定币政策会议，被视为打破《CLARITY法案》僵局的关键一步。

摩根士丹利指出，美联储缩减资产负债表技术上可行，但过程将缓慢推进，主要依赖被动缩表。随着逆回购基本耗尽，未来缩表将更多体现为银行准备金下降，可能影响市场流动性。

加密非金融用例已死？这些结论既误解了核心理念，也误解了我们所处的发展阶段。加密货币长期主义的现实是漫长的基础铺垫期，之后迎来急剧的拐点。

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