Ethena 在 X 平台发文表示，计划将 sUSDe 的解质押冷却期由此前固定的 7 天调整为动态机制，与 USDe 储备中流动性稳定币的占比挂钩。根据新机制，当前 sUSDe 解质押等待期将从原先的 7 天缩短至 1 天，未来冷却期将在 1 至 7 天之间浮动，具体取决于 USDe 储备中流动性更高资产的构成比例。

The United States has reported that more than 60 Iranian vessels, including over 30 mine-laying ships, have been damaged or destroyed. According to Jin10, this development highlights ongoing tensions in the region. The situation underscores the complex geopolitical dynamics at play, with potential implications for regional stability and international relations. Further details on the incidents or the broader context were not provided in the report.

Zealand Pharma is set to open a new research facility in Boston as part of its strategy to strengthen its footprint in the United States. Bloomberg posted on X, highlighting the company's focus on expanding its operations in the U.S. market. The facility will support Zealand's efforts in developing obesity treatments, aligning with its broader mission to address global health challenges. This move is expected to bolster Zealand's research capabilities and foster collaborations within the U.S. scientific community. The expansion reflects the company's commitment to innovation and growth in the pharmaceutical sector.

Bonds are struggling to fulfill their traditional role of mitigating stock losses, prompting Wall Street to seek alternatives. Bloomberg posted on X, highlighting the growing concern among investors as bonds fail to provide the expected buffer against stock market volatility. This shift has led financial experts to explore other options to safeguard investments during turbulent times. Historically, bonds have been relied upon to offset declines in stock portfolios, offering a sense of security to investors. However, recent market dynamics have challenged this assumption, with bonds not performing as anticipated. The situation has sparked discussions among analysts and investors about the need for new strategies to protect assets. As the financial landscape evolves, Wall Street is increasingly considering alternative investment vehicles that might offer better protection against market fluctuations. These include exploring commodities, real estate, and other asset classes that could potentially provide the stability that bonds are currently lacking. The search for effective alternatives underscores the importance of adapting investment strategies to changing market conditions. Investors are urged to remain vigilant and consider diversifying their portfolios to mitigate risks associated with stock market downturns. The ongoing exploration of new options reflects a broader trend in the financial industry, where traditional methods are being reevaluated in light of current economic challenges.

在原油价格周四上涨逾 10%、逼近每桶 100 美元的背景下，比特币仍守住 7 万美元关口。美国总统特朗普表示，相比油价，他更关心阻止伊朗行动；与此同时，伊朗新任最高领导人首次公开声明称，霍尔木兹海峡应保持封闭。市场担忧加剧，股票大幅下跌：纳斯达克跌 1.6%，标普 500 跌 1.2%。摩根士丹利 8 亿美元北港私募收益基金暂停赎回，其股价下跌 4%，金融板块普遍承压。摩根大通、花旗与富国银行跌约 3%，私募股权公司 KKR、Ares Management 下跌 3%-4%。CoinShares 研究主管 James Butterfill 指出，油价及其背后的地缘政治危机已成为全球资产定价的主要驱动力，市场对美联储加息预期的敏感度减弱。尽管市场波动加大，比特币依然展现韧性，这反映出机构投资者对比特币的需求已超越单纯价格投机，更关注能够释放比特币金融效用的基础设施和应用。比特币在多重风险交织下保持坚挺，显示大型投资者正在寻求更完善的比特币金融生态。（CoinDesk）

The software industry is unlikely to experience widespread credit rating downgrades due to the impact of artificial intelligence, according to S&P. Bloomberg posted on X, highlighting that the credit rating agency does not foresee AI advancements causing significant disruptions in the sector. S&P's analysis suggests that while AI will continue to influence the industry, it will not lead to a substantial decline in credit ratings across the board. The agency's outlook remains stable, indicating confidence in the software sector's ability to adapt to technological changes without major financial setbacks.

据 Lookonchain 监测，今日美国比特币 ETF 净流入 1965 枚 BTC，以太坊 ETF 净流入 19243 枚 ETH，Solana ETF 净流入 37479 枚 SOL。

国际油价回吐涨幅，美、布两油涨幅现分别收窄至 7.6%和 6%，分别报 95.26 美元/桶和 96.9 美元/桶。消息面上，伊朗副外长称此前允许了部分船舶通过（霍尔木兹）海峡。(金十)

身份验证初创公司 VeryAI 完成 1000 万美元种子轮融资，Polychain Capital 领投，Berggruen Institute、Anagram 及多位加密领域天使投资人参投。VeryAI 当前重点服务加密平台，提供基于手机摄像头的掌纹扫描 SDK，合作方可在现有应用内集成，用于对抗机器人账号和多因素验证疲劳。（Axios）

Brazil's Finance Minister, Fernando Haddad, has stated that the country's new export tax measures will not result in a loss of revenue. According to Jin10, Haddad emphasized that the government has carefully considered the economic implications of these measures. The finance minister reassured stakeholders that the tax adjustments are designed to maintain fiscal stability while supporting Brazil's economic growth. The announcement comes amid broader discussions on Brazil's economic policies and their impact on international trade.

SEC,CFTC,监管,美国加密监管“内战”停火：SEC 与 CFTC 十年权力之争迎来转折 金色财经,在数字金融时代，谁来制定规则？

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

2026年初有所放缓。1月全球央行的净购买总量为5吨，仅为2025年平均月需求量的不到20%

从“养龙虾”到“杀龙虾”，短短几天内“谈虾色变”，关于 AI 智能体与安全边界的争论也拉开帷幕……

OpenClaw,RWA,从 OpenClaw 到 250 亿 RWA 市场：AI 代理如何悄悄接管链上资产 金色财经,这是一次需要被认真对待的产业跃迁。

AI Agent,OpenClaw,APP 时代的终结：AI Agent 带来的软件交互大洗牌 金色财经,“以 APP 为中心”的逻辑正在加速落幕。

AI已经进入自我改进阶段，人形机器人即将进入规模化生产。而AI“奇点之后”的经济难预测，但他押注通缩与“钱不再重要”。

OpenClaw“龙虾”凭借强大的功能迅速走红，成为不少人提升日常工作效率的新工具。

Hackers hijacked the Bonk.fun website and deployed a fake prompt that can drain connected crypto wallets. Only users who interacted with the malicious message during the attack were affected, while losses so far are reported as minimal.

New Zealand’s financial regulator has ruled that the New Zealand dollar-pegged stablecoin NZDD does not qualify as a financial product, a move that could provide greater regulatory clarity for stablecoins operating in the country.