A study by the European Central Bank reveals that U.S. President Donald Trump's trade tariffs are not the primary factor behind China's increased exports to other regions. Bloomberg posted on X, highlighting that the research indicates other elements are contributing to China's export expansion. The study suggests that China's trade strategies and global economic conditions play significant roles in this growth. Despite the tariffs, China's export activities have continued to thrive, driven by various underlying factors. The findings challenge the notion that U.S. trade policies are the sole drivers of China's export dynamics, pointing to a more complex interplay of global trade influences.

体育预测市场 Novig 宣布完成 7500 万美元 B 轮融资，Pantera Capital 领投。本轮融资将 Novig 的估值推至 5 亿 guidance 美元。Novig 表示，Novig 是一家专注于体育领域的预测市场平台。该公司由 Jacob Fortinsky 和 Kelechi Ukah 创立，旨在通过点对点（P2P）交易模式挑战传统的体育博彩市场。该平台目前采用抽奖模式运营，并正在申请美国商品期货交易委员会的监管许可。Novig 对散户免收佣金，通过向机构参与者收费获利。本轮融资资金将用于扩大其在体育预测市场领域的业务规模。（财富杂志）

An influx of U.S. tax refunds could provide a near-term liquidity boost for cryptocurrency markets, potentially lifting retail participation as prices hover near key technical levels.U.S. taxpayers are expected to receive around $150 billion in tax refunds by the end of March 2026, supported by recent tax cuts and fiscal incentives, according to analysis cited by NS3.AI.Historically, a portion of tax refunds has flowed into risk assets, including equities and cryptocurrencies, as households deploy excess cash beyond immediate consumption. Analysts say the timing is notable, as the refund window coincides with crypto markets trading near important breakout and resistance zones.Market observers argue that an incremental rise in retail inflows—layered on top of existing institutional activity—could amplify volatility and increase the likelihood of short squeezes, particularly in assets with crowded derivatives positioning.While not all refunds are expected to reach crypto markets, even a modest allocation could meaningfully impact short-term demand and trading volumes, given the sector’s relatively smaller size compared with traditional asset classes. Analysts caution that the effect will depend on broader risk sentiment and macro conditions but view the refund season as a potential catalyst worth monitoring.

null source: https://x.com/BSCNews/status/2024108165374042619

A UK-based computer manufacturer is attracting significant attention in the stock markets as investors look to capitalize on the growing interest in artificial intelligence tools. Bloomberg posted on X, highlighting the company's potential as a beneficiary of the AI boom. The surge in investor interest reflects the broader trend of companies leveraging AI technologies to enhance their operations and market value. As AI continues to evolve, businesses across various sectors are exploring ways to integrate these tools to drive innovation and efficiency. The UK computer maker's recent prominence underscores the increasing importance of AI in shaping market dynamics and investor strategies.

California's economy, once a beacon of prosperity, is facing significant challenges that require urgent attention. Bloomberg posted on X, highlighting concerns about the state's economic trajectory. The state's high cost of living, regulatory environment, and taxation policies are contributing to a less favorable business climate. These factors are prompting some businesses and residents to relocate to more economically friendly states. The tech industry, a major driver of California's economy, is also experiencing shifts. Companies are exploring options outside the state due to operational costs and regulatory hurdles. This trend could impact California's economic growth and innovation landscape. Addressing these issues is crucial for maintaining California's economic vitality. Policymakers are urged to consider reforms that could enhance the state's competitiveness and retain its status as an economic powerhouse.

Arthur Hayes 发文表示，比特币作为全球法币流动性的报警器，近期与纳斯达克 100 指数的表现背离，预示着一场大规模信贷毁灭事件即将到来。AI 的普及将导致 20%的白领知识工作者失业，进而引发美国商业银行约 5570 亿美元的消费信贷与抵押贷款违约。Arthur Hayes 表示，即便比特币从 12.6 万美元降至 6 万美元，若美联储不重启货币扩张，市场仍面临下行压力。其指出，一旦美联储因银行危机被迫干预，Maelstrom 将把多余的稳定币头寸部署至 ZEC 与 HYPE。其预测 HYPE 将在 7 月达到 150 美元，较目前水平上涨约 5 倍。

Wells Fargo analyst Ohsung Kwon anticipates that new legislation leading to increased U.S. tax refunds in 2026 will revive speculative trading, potentially injecting $150 billion into stocks and Bitcoin. According to NS3.AI, the anticipated rise in disposable income, particularly among high-income earners, is expected to drive speculative investments. On-chain data indicates that while smart money maintains net short positions on Bitcoin futures, whale addresses are accumulating spot Bitcoin.

The exploit saw the Moonwell protocol exploited for $1. 78 million after cbETH was mispriced at $1. 12 instead of roughly $2,200, intensifying debate around AI-co-authored smart contracts. source: https://cointelegraph.com/news/moonwell-exploit-cbeth-oracle-misprice-ai-commits-testing-audits?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

The Long View, institutional investor, posted on X that while the S&P 500 has remained flat year-to-date, global equities outside the United States have experienced significant gains. Japan has led the charge with a 13.8% increase, followed by Emerging Markets, which have risen by 11.3%. Contrary to some expectations, these returns have not been primarily driven by a weaker dollar.

2026年，随着合规体系完善、试点场景深化、技术创新突破，Web3行业将迎来“高质量发展期”，不再追求“概念热度”，而是聚焦“实用价值”。

伯克希尔·哈撒韦公司在“股神”巴菲特卸任CEO前最后一个季度继续调整科技巨头持仓，减持多只重仓股的同时，首次建仓传统媒体纽约时报。

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​一年多前，对于众多寻求提升股价的企业来说，成为数字资产金库看起来是个轻而易举的决定。

AI的进步速度惊人，远超大多数人想象，可能比疫情更深远地改变社会。

在像 Polymarket 这样的平台上，大多数人（包括曾经的我）对“串关”（Parlay，即多重事件组合投注）的定价方式通常是：将每一项事件的概率简单相乘。

2026年2月18日，Polymarket宣布从这一天起，平台将在体育市场试点收取市价单手续费。第一波覆盖的赛事是美国大学篮球（NCAA）和意甲联赛，未来将逐步推广至所有体育赛事。

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