Robinhood Markets 公布 2026 年 2 月运营数据。截至 2 月底，平台资金账户用户数为 2740 万，较 1 月增加约 14 万，同比增加约 174 万；平台总资产规模为 3140 亿美元，环比下降 3%，同比增长 68%。交易方面，2 月股票交易额为 1944 亿美元，环比下降 14%，同比增长 36%；期权成交 1.803 亿份，环比下降 10%，同比增长 9%。加密货币交易额为 250 亿美元，环比增长 9%，同比增长 74%。其中 Robinhood App 加密交易额为 94 亿美元，环比增长 8%，Bitstamp 交易额为 156 亿美元，环比增长 10%。此外，Robinhood 2 月净存款为 56 亿美元，过去 12 个月累计净存款为 678 亿美元。保证金融资余额为 172 亿美元，同比大幅增长 98%。整体数据显示，尽管股票交易活跃度有所回落，但加密交易量仍保持较快增长。

Venus Protocol 发布 THE 资金池异常活动后续进展。除此前已暂停 THE 借款与提取外，目前还已将 BCH、LTC、UNI、AAVE、FIL、TWT 及 lisUSD 共 7 个市场的抵押因子降至 0，预防措施针对单一用户持有抵押品比例过高的市场，其他所有市场继续正常运营。初步判定攻击手段为：攻击者自 2025 年 6 月起通过正常存款流程缓慢积累 THE 代币，最终持有上限的 84%（约 1220 万枚 THE）。随后黑客将 THE 代币直接转入协议合约，瞬间推高供应量形成巨额抵押品，并利用链上 THE 流动性极低叠加 TWAP 预言机延迟进行递归循环价格操纵：存入 THE、借出其他资产、利用借出资产在链上买入更多 THE、等待 TWAP 预言机更新推高价格。Venus 表示调查结束后将发布完整报告。

美国官员表示，特朗普政府计划最快于本周宣布，多个国家已同意组成联盟，为通过霍尔木兹海峡的船只提供护航。不过，各方仍在讨论这些行动应在伊朗敌对行动结束之前还是之后启动。白宫拒绝发表评论。鉴于相关风险，许多国家在敌对行动结束之前对参与此类护航任务一直持不置可否的态度。(WSJ)

VenusProtocol 就 THE 资金池异常活动发布最新进展。除此前已暂停 THE 借款与提取外，协议已将 7 个相关市场的抵押因子（CF）降至 0，作为预防措施。这 7 个市场包括 BCH、LTC、UNI、AAVE、FIL、TWT 及 lisUSD，其余市场未受影响，仍正常运行。Venus 初步调查显示，攻击者自 2025 年 6 月起通过正常存款流程逐步积累 THE 代币，最终持有约 1220 万枚 THE，占该代币供应上限约 84%。随后攻击者将大量 THE 转入协议合约以提高抵押规模，并通过递归循环操作进行价格操纵：存入 THE 作为抵押借出其他资产，再使用借出的资产在链上买入更多 THE，等待 TWAP 预言机更新以推高价格。Venus 表示，调查仍在进行中，后续将在调查结束后发布完整报告。

FWD Group has announced its first full-year financial results since going public, reporting a profit of $166 million for the previous year, marking a record high for the second consecutive year. According to RTHK, the company also recorded positive operating cash flow for two years in a row. Shareholder profit amounted to $104 million, reversing a loss of $78 million from the year before. Post-tax operating profit attributable to shareholders rose by 21% to $440 million, with no dividends declared. Annualized new premiums grew by 25% to $2.45 billion, with the strongest performance in Hong Kong and Macau, where growth reached 51% to $1.21 billion. Japan and emerging markets saw increases of 11% and 27%, respectively, while Thailand and Cambodia experienced a decline of 6%. The value of new business increased by 11% to $950 million, although the new business profit margin fell by 5.1 percentage points to 38.6%. In Hong Kong and Macau, the margin decreased by 1.9 percentage points to 39.6% due to a rise in the risk discount rate, while Japan saw the largest drop of 9.7 percentage points to 64.9%. The new business contract service margin rose by 18% to $1.48 billion, reflecting improved operational leverage and growth in annualized new premiums. By the end of the year, the leverage ratio had decreased to 21.3%, down 4.2 percentage points year-on-year, approaching the target range of 15% to 20%.

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Honda has encountered difficulties due to its substantial and delayed investment in the electric vehicle sector. Bloomberg posted on X, highlighting that the company is now dealing with an outdated product lineup and uncertainty regarding its future in the automotive industry. The situation underscores the challenges traditional automakers face as they navigate the rapidly evolving landscape of electric vehicles.

Mexico organized the world's largest soccer class on Sunday in the main square of its capital city. Bloomberg posted on X, highlighting the event as part of the country's preparations to co-host the World Cup in June. The massive gathering aimed to promote the sport and engage the community in anticipation of the upcoming international tournament. Participants of all ages joined the event, showcasing Mexico's enthusiasm for soccer and its commitment to hosting a successful World Cup. The initiative reflects the country's dedication to fostering sports culture and encouraging active participation among its citizens.

Lynas Rare Earths has entered into a binding agreement to provide the Pentagon with rare-earth oxides over a four-year period. Bloomberg posted on X, highlighting the significance of this deal in securing a stable supply of these critical materials. The agreement underscores the strategic importance of rare-earth elements in defense applications and the ongoing efforts to diversify supply chains away from China. This move aligns with broader initiatives to enhance national security and technological capabilities by ensuring access to essential resources.

Saudi Crown Prince and UAE President have jointly expressed concerns over Iran's ongoing attacks on Gulf Cooperation Council (GCC) countries, labeling them as a dangerous escalation that poses a threat to regional security. According to Jin10, the leaders emphasized the need for collective measures to address these aggressive actions and safeguard the stability of the region. The statement underscores the heightened tensions in the Middle East and calls for international attention to prevent further destabilization.

China's ongoing initiative to expand its energy resources is receiving renewed impetus due to the conflict in the Middle East. Bloomberg posted on X, highlighting that this development is bolstering a strategy that has led grid operators to engage in extensive bond sales. The geopolitical tensions have underscored the importance of energy security, prompting China to accelerate its efforts in diversifying energy sources. This strategic push is part of a broader plan to ensure stable and sustainable energy supplies, reducing reliance on volatile regions. The situation has also influenced financial markets, with increased activity in bond markets as operators seek to fund infrastructure projects. China's commitment to enhancing its energy infrastructure is seen as a critical step in securing its economic future amid global uncertainties.

当一家实体产业公司将实体资产注入一个 Layer1 项目，再以实体资产价值的数倍计算就可以轻易制造出 9.5 亿美元估值，这样的资本游戏是不是过于离谱了？

NFT 项目价值捕获逻辑重塑：实体商品获客联动链上生态，驱动 IP 商业化与消费场景增长。

稳定币的真正意义，是把美元变成互联网原生货币，并最终形成互联网金融平台

Bobby Ong 是加密货币数据平台 CoinGecko 的联合创始人兼首席执行官，该平台由他用 200 美元白手起家，历时 12 年打造而成，在这过程中没有风险投资。

美联储主席鲍威尔的律师曾向联邦检察官传达明确信号：若针对鲍威尔的刑事调查持续，他将不会在5月主席任期届满后主动离开美联储理事会，其理事席位可保留至2028年1月。

伊朗,金融体系,石油,霍尔木兹封锁 14 天：全球 7 大经济体谁会先撑不住？ 金色财经,七国脆弱度全排查。

当 AI 开始能够写代码、优化代码，甚至逐步接管软件生产流程时，一场更深层的结构性变化正在逼近：职业分工、企业组织乃至知识壁垒，都可能被重新定义。

金融市场上有很多高学历、高智商的聪明人，但赚钱的总是少数人，其中相当一部分学历不高。

​本周共有 15 家区块链初创公司融资，总金额达到 1.97 亿美元。Kast 在 A 轮融资 中筹集 8000 万美元，为本周最大融资。