Japan and the United States are reportedly working to include nuclear power projects in the second phase of Japan's $550 billion investment plan. According to Jin10, this collaboration aims to enhance energy security and promote sustainable development. The initiative is part of broader efforts to strengthen bilateral ties and address global energy challenges. Details on specific projects and timelines remain undisclosed, but the move underscores the strategic importance of nuclear energy in future investments.

Myanmar's military government has announced plans to limit the use of private vehicles in an effort to conserve fuel. Bloomberg posted on X, highlighting the government's decision as part of broader measures to address fuel shortages in the country. The restrictions are expected to impact daily commuting and transportation, as authorities aim to manage the nation's fuel consumption more effectively. The move comes amid ongoing economic challenges and is seen as a response to the rising costs and limited availability of fuel. The government has not yet specified the exact details of the restrictions or how they will be enforced, but the announcement has already sparked discussions among citizens and businesses about the potential implications for daily life and economic activities.

At 15:56, a transaction involving 300.1 BTC was recorded, moving from one anonymous address to another. According to ChainCatcher, the transfer was noted by Arkham data, with the sending address beginning with bc1qfq0u and the receiving address starting with bc1qtve0.

Central bank gold purchases plunged to just 5 tonnes in January—about 80% below the 2025 monthly average—but the entry of new sovereign buyers suggests the long-term demand trend remains intact.The slowdown comes despite persistent geopolitical uncertainty that continues to support gold’s role as a reserve asset.Central Bank Gold Purchases Fall SharplyAccording to the latest report from the World Gold Council, central banks added only 5 tonnes of gold in January, a sharp drop from the 2025 monthly average of 27 tonnes.The decline marks a significant slowdown in early-year gold accumulation by monetary authorities.Marissa Salim, Senior Research Manager for Asia Pacific at the World Gold Council, said the weaker buying momentum may reflect short-term factors rather than a structural change in demand.Price Volatility and Seasonal Factors May Explain the PauseSalim noted that several factors could explain the slowdown in January purchases, including:Gold price volatilitySeasonal and holiday-related pausesTiming adjustments in reserve managementThese dynamics may have temporarily delayed central bank buying rather than indicating reduced long-term interest in gold reserves.New Sovereign Buyers Enter the MarketDespite the sharp monthly decline, the report highlights a growing number of sovereign participants entering the gold market.The emergence of new central bank buyers suggests that the global base of gold reserve accumulation is expanding, potentially supporting stronger demand over time.Geopolitical Risks May Sustain Gold DemandThe World Gold Council believes geopolitical uncertainty will remain a key driver of gold demand among central banks.With global tensions showing little sign of easing, the organization expects sovereign gold purchases to remain a structural trend through 2026 and beyond.Central banks have been among the largest buyers of gold in recent years, reflecting a broader shift toward diversification away from traditional reserve assets.Outlook for Gold ReservesWhile January’s data shows a sharp monthly slowdown, the broader trend of central bank accumulation remains intact.The combination of geopolitical instability, diversification strategies and the entrance of new sovereign buyers suggests gold will likely continue playing an important role in global reserve portfolios in the coming years.

Spanish Prime Minister Pedro Sanchez has expressed his opposition to a potential war with Iran, stating that such a conflict would not contribute to a more just international order, higher wages, better public services, or a healthier environment. According to Jin10, Sanchez emphasized the importance of seeking diplomatic solutions and maintaining peace to address global challenges effectively. His remarks come amid rising tensions in the region, highlighting the need for careful consideration of the broader implications of military actions.

据官方消息，BNB 链上预测市场 Predict.fun 宣布完成对另一预测市场 Probable 的战略收购。Probable 是由 PancakeSwap 和 YZi Labs 孵化的链上预测平台。据称，自 2025 年 12 月推出以来，Predict.fun 已处理了 15 亿美元的累计交易量，拥有超过 12 万用户，记录了超过 330 万笔交易。

James Throne, Chief Market Strategist at Wellington-Altus, has expressed criticism towards banks for their opposition to stablecoin rewards in the proposed CLARITY bill. According to NS3.AI, Throne views this stance as a defensive maneuver aimed at safeguarding their interests. He draws parallels to the 1970s debate on money market funds, suggesting that supporting competition at that time resulted in advantages for ordinary investors and compelled banks to innovate. Throne cautions that the current resistance to stablecoin rewards is an effort to hinder innovation and preserve a profit structure akin to a banking cartel.

Crypto analytics firm Santiment has noted a historical pattern where low social media mentions of 'alt season' often precede altcoin price rallies. According to NS3.AI, these mentions typically peak when the altcoin market reaches its top, while low mentions are observed before large holders begin accumulating. However, Santiment cautions that low social media mentions alone do not ensure a price increase.

The Hong Kong stock market closed with significant losses, as the Hang Seng Index fell by 2.01% and the Technology Index dropped by 0.96%. According to Jin10, energy and shipping stocks experienced a sharp pullback, contributing to the overall market decline. Notably, China Oil and Gas Group (00603.HK) plummeted by 30%, Sinopec Oilfield Service Corporation (01033.HK) fell by over 11%, and COSCO Shipping Energy Transportation (01138.HK) decreased by more than 10%. The downturn in these sectors weighed heavily on the market, reflecting broader concerns among investors.

Neuberger Berman portfolio manager Hakan Kaya emphasizes the importance of commodities during geopolitical crises. According to Jin10, Kaya notes that commodities provide diversification when traditional assets struggle to price geopolitical risks. He anticipates an acceleration in strategic reserves across various commodities. Kaya highlights that the oil market was already tight due to growing demand and disciplined supply before the conflict. Gold continues to attract buyers as a store of value and a hedge against geopolitical shocks. Industrial metals like copper reflect expectations of long-term supply scarcity, driven by electrification and infrastructure investment needs. Kaya asserts that even if geopolitical risk premiums diminish, the rationale for commodity allocation remains strong.

Bitcoin has surged past the $70,000 threshold amid escalating geopolitical tensions in the Middle East — and remarkably, there is no sign of panic.

人工智能,算力,芯片,DeepSeek,英伟达,中国AI算力反击战 金色财经,中国AI，到底需要怎样的一场算力独立？

Iran’s largest crypto exchange, Nobitex, saw crypto outflows surge 700% to nearly $3 million in just 48 hours following coordinated US and Israeli airstrikes, signaling a frenzied dash for safety as traders scrambled to protect their assets from both war and domestic restrictions.

X will suspend creators from its revenue-sharing programme for 90 days if they post AI-generated videos of armed conflict without marking them as AI-made. Repeat violations will lead to permanent removal, as the platform aims to stop misleading content and protect authentic information during war.

代码会贬值，模型会迭代，只有对业务的深度理解会越来越值钱。

人工智能,AI Agent,OpenAI,三年前OpenAI预测不会被AI影响的职业 正以4倍速被残酷碾压 金色财经,留给我们的时间,可能只剩下24个月。

这不是谁对谁错的问题，而是当利益和立场不一致时，现有的治理机制没有提供有效的化解方式。

Vitalik Buterin said Ethereum cannot fix the world’s problems and should not try to act like a political power, even though financial freedom remains important. Instead, he urged the network to focus on building open tools that protect privacy, support coordination and reduce the risk of any single authority gaining total control.

目前首要关注点是美伊冲突相关的头条新闻。如果冲突持续时间超出预期，能源成本上涨可能会重塑利率预期，并对风险资产造成普遍压力。

Bybit says its new AI-powered fraud detection engine prevented or disrupted more than $300 million in scam-linked crypto withdrawals in the fourth quarter of 2025. But unlike traditional hack recoveries, most of that money was never clawed back because it just never left.