Democrats have expressed opposition to the practice of ICE agents wearing masks during operations. Bloomberg posted on X, highlighting concerns that Democrats prefer ICE agents to operate with judicial warrants instead. This stance reflects ongoing debates over immigration enforcement practices and the balance between security measures and civil liberties. The issue continues to be a point of contention in political discussions.

Two Brazilian companies recently listed in the United States are encountering challenges due to fluctuating investor interest and market instability. Bloomberg posted on X, highlighting the difficulties these firms face as they navigate the unpredictable financial landscape. The companies, seeking to expand their reach and capitalize on the U.S. market, are met with cautious investor sentiment, influenced by broader economic uncertainties. The listing comes at a time when global markets are experiencing volatility, driven by various factors including geopolitical tensions and economic policy shifts. Investors are increasingly wary, impacting the performance and reception of new listings. The Brazilian firms are striving to adapt to these conditions, aiming to reassure stakeholders and stabilize their market presence. Despite the hurdles, the companies remain committed to their growth strategies, focusing on long-term objectives and potential opportunities within the U.S. market. Their efforts underscore the challenges faced by international firms in securing investor confidence amidst a turbulent economic environment.

路透调查显示，长端美债收益率短期内将持稳，但受通胀及美联储独立性担忧影响，年内晚些时候将趋于上行；短端收益率则因降息押注温和走低。与此同时，近 60%的债券策略师（37 人中的 21 人）认为，为特朗普减税及支出计划融资而面临的未来数年巨额国债发行，将使美联储大幅缩减 6.6 万亿美元资产负债表不具可行性。另一项路透调查显示，美联储预计将在今年晚些时候实施两次降息，首次在沃什接任美联储主席的 6 月。对利率敏感的 2 年期美债收益率预计将从目前的 3.50%降至 4 月底的 3.45%、7 月底的 3.38%。调查中值还显示，基准 10 年期美债收益率一年后料升至 4.29%，高于上月预测的 4.20%。(金十)

Applications for unemployment benefits in the United States decreased last week, following a significant increase attributed to severe winter weather conditions in the prior period. Bloomberg posted on X, highlighting the decline in claims as the weather improved, allowing for a more stable labor market. The recent data suggests a recovery from the temporary disruptions caused by the harsh weather, indicating resilience in the job market. This trend is being closely monitored by economists as they assess the broader economic impact of seasonal weather patterns on employment figures.

The deadline to fund the Department of Homeland Security (DHS) is fast approaching, raising questions about whether Democrats and Republicans can reach a consensus on issues surrounding Immigration and Customs Enforcement (ICE). Bloomberg posted on X, highlighting the urgency of the situation as lawmakers work to find common ground. The political divide over ICE has been a contentious issue, with both parties holding firm on their positions. As the deadline looms, the pressure is mounting for a resolution that will ensure continued funding for DHS operations. The outcome of these negotiations will have significant implications for national security and immigration policies.

Tether's advanced technology division, Tether EVO, has achieved fourth place in the Brain-to-Text '25 Kaggle competition. According to Foresight News, Tether EVO's approach emphasizes local execution, robustness to noisy inputs, and efficient representation of high-dimensional neural data, avoiding reliance on continuous cloud connectivity. These design choices reflect a broader focus on ensuring the usability of AI systems in environments where latency, privacy, and infrastructure constraints are critical.

2 月 12 日，Gate 主办的机构专项活动 “Gate Institutional Circle: CrossEx · Next-Gen Cross-Exchange Trading Infrastructure” 在香港举行并收官，围绕机构级基础设施建设、跨交易所统一账户体系及协作模式，探讨行业走向更成熟阶段的发展路径。活动通过专题分享、圆桌讨论、晚宴及颁奖等形式展开，邀请来自 Copper、Alber Blanc、Cyantarb、Flow Trader、Flow Desk、Pulsar 及 Wincent 等近百位机构代表参与。Gate 创始人及 CEO Dr. Han 发表主题演讲，解读支付体系与传统金融在加密空间中的结构性变革。此外，Gate CCO Simon Ren 在演讲中分享合规驱动下的全球业务布局与机构业务实践；Gate 全球机构负责人 Addis Hu 则系统阐述了 Gate 在机构级基础设施方向的整体布局。本次机构专项活动以高密度议题讨论与深度交流形式，为机构参与者提供了基础设施与协作模式的沟通平台，进一步推动行业在合规与专业化方向上的持续发展。

AB-InBev, the global brewing company, reported its earnings, revealing a record-low sales volume in North America for the fourth quarter. Bespoke Investment Group posted on X. Despite the decline in sales volume, the company's guidance was not as negative as anticipated. The report highlights the challenges faced by AB-InBev in the North American market, while also indicating some resilience in its overall business strategy.

A recent survey conducted by Reuters indicates that the yield on the U.S. 10-year Treasury note is projected to increase to 4.20% within the next three months. According to Jin10, the survey also forecasts the yield to reach 4.19% in six months and 4.29% within a year. These projections show an upward revision from the January survey, which predicted yields of 4.11%, 4.15%, and 4.20% for the same timeframes. The anticipated rise in yields reflects changing market expectations and economic conditions.

美国至 2 月 7 日当周初请失业金人数 22.7 万人，预期 22.2 万人，前值由 23.1 万人修正为 23.2 万人。(金十)

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.

前两天关于加密货币的两份文件出来之后，整个朋友圈算是被刷屏了。我看到大量同行朋友在做文章解读，也看到短视频上，大家讨论RWA的机构或团队也火热起来了。