Robinhood Marketsは2026年2月の運営データを発表した。2月末時点で、同プラットフォームの資金口座保有者数は2740万人となり、前月比で約14万人増、前年同月比で約174万人増となった。プラットフォームの総資産規模は3140億ドルで、前月比3％減、前年同月比68％増となった。取引面では、2月の株式取引高は1,944億ドルで、前月比14％減、前年同月比36％増となった。オプションの約定数は1億8,030万枚で、前月比10％減、前年同月比9％増となった。暗号資産の取引高は250億ドルで、前月比9％増、前年同月比74％増となった。このうち、Robinhoodアプリの暗号資産取引高は94億ドルで前月比8％増、Bitstampの取引高は156億ドルで前月比10％増となった。さらに、Robinhoodの2月の純預金残高は56億ドル、過去12ヶ月間の累計純預金残高は678億ドルとなった。信用取引残高は172億ドルで、前年同期比で98％の大幅な増加を示した。全体的なデータからは、株式取引の活況がやや鈍化したものの、暗号資産の取引量は依然として堅調な伸びを維持していることがうかがえる。

Factory activity in New York state remained stagnant in March, primarily due to a decrease in shipments. Bloomberg posted on X that despite this slowdown, manufacturers are optimistic about reduced inflationary pressures in the coming months. The decline in shipments has been a significant factor in the overall stagnation of factory activity, impacting the state's manufacturing sector. However, the outlook remains positive as manufacturers anticipate a less challenging inflation environment, which could potentially ease operational strains. The expectation of reduced inflationary pressures suggests a more favorable economic climate for manufacturers moving forward.

Solana has experienced a nearly 10% increase over the past month. According to NS3.AI, three bearish indicators are challenging the upward trend. These include increased address profitability, reduced holder accumulation, and approximately $306 million in long leverage. These factors could exert downward pressure on Solana's price if it falls below $89.

現在の暗号資産業界において、期待が持てる投資家といえば、蔡文勝氏もその一人と言えるだろう。

Bank of America is preparing for a significant expansion at One Bryant Park in midtown Manhattan, where it currently serves as the anchor tenant. Bloomberg posted on X, revealing that the financial institution is looking to increase its footprint in the iconic skyscraper. This move comes as part of Bank of America's broader strategy to enhance its presence in key urban locations. The expansion is expected to bolster the bank's operations and accommodate its growing workforce. One Bryant Park, known for its sustainable design and prime location, offers Bank of America an opportunity to further establish its influence in the financial hub of New York City. Details regarding the timeline and scale of the expansion have yet to be disclosed.

Key TakeawaysBitcoin is trading at $73,900, up 2.39% in 24 hours, per SoSoValue dataEthereum has climbed to $2,286, gaining 4.40% and decisively reclaiming the $2,200 levelLayer1 led sector gains with a 2.59% rise; Zcash (ZEC) surged 7.99% to top individual performersAI, CeFi, DeFi, Meme, and Layer2 sectors all posted gains ranging from 1.58% to 2.47%Sector indices ssiLayer1, ssiAI, and ssiRWA rose 3.80%, 3.76%, and 2.96% respectivelyThe broader cryptocurrency market continued its recovery on March 16, with gains spread across majors and sectors, according to SoSoValue data.Bitcoin climbed 2.39% over 24 hours to $73,900, while Ethereum advanced 4.40% to $2,286, decisively reclaiming the $2,200 level. The moves extend a broader recovery trend that has seen risk appetite return to crypto markets following recent lows.Sector BreakdownThe PayFi sector rose 2.67%, with Telcoin (TEL) up 3.92% and Dash (DASH) gaining 3.62%. Layer1 added 2.59%, led by Zcash (ZEC), which surged 7.99% to rank among the session's strongest individual performers.The AI sector gained 2.47%, with Bittensor (TAO) rising 6.57%. CeFi advanced 2.45%, with Binance Coin (BNB) up 2.86%. DeFi added 1.97%, with PancakeSwap (CAKE) jumping 7.75%. The Meme sector climbed 1.73%, with Pepe (PEPE) up 5.07%, while Layer2 rose 1.58%, with ImmutableX (IMX) gaining 4.67%.Among composite indices, MAG7.ssi rose 2.90% and MEME.ssi gained 0.44%, while DEFI.ssi slipped marginally by 0.05%.Sector Indices Signal Broader StrengthLonger-term sector performance indices reinforced the bullish picture, with ssiLayer1 up 3.80%, ssiAI advancing 3.76%, and ssiRWA rising 2.96% -- pointing to sustained momentum in infrastructure, artificial intelligence, and real-world asset tokenization narratives.

予測市場データプラットフォームのParityは、Xプラットフォーム上で投稿を行い、過去30日間の予測市場収益ランキング上位6社は以下の通りであると発表した。Kalshiが1億1000万ドル、Polymarketが約420万ドル、Crypto.com：約417万ドル；Opinion Labs：136万ドル；Limitless：約117万ドル；IBKR：約60万ドル。

Shell anticipates sustained growth in global demand for liquefied natural gas (LNG) due to its flexibility and reliability. Bloomberg posted on X, highlighting that despite ongoing conflicts in the Middle East causing price volatility, the energy giant remains optimistic about LNG's long-term prospects. The company believes that LNG will continue to play a crucial role in the global energy landscape, driven by its adaptability to various energy needs and its ability to provide a stable energy supply. This outlook comes as geopolitical tensions in the Middle East contribute to fluctuations in energy prices, underscoring the importance of reliable energy sources like LNG.

Key TakeawaysTrump is considering seizing Kharg Island, which handles approximately 90% of Iran's crude oil exports, if the Strait of Hormuz blockage continuesThe White House is seeking to form a multinational "Hormuz Alliance" to reopen the strait, with an announcement expected this weekTrump ordered strikes on Kharg Island military facilities on Friday but did not target oil infrastructureIran is blocking oil exports from Gulf countries while allowing tankers carrying Iranian crude to pass freelyNo country has publicly committed to joining the coalition; Trump warned NATO allies that non-participation would negatively impact the allianceThe Trump administration is weighing a significant military and economic escalation in the Persian Gulf, including the potential seizure of Iran's Kharg Island oil hub, as efforts to reopen the Strait of Hormuz intensify, according to four sources cited by Axios.Kharg Island, located approximately 15 miles off the Iranian coast, is the transit point for roughly 90% of Iran's crude oil exports. US officials acknowledged that seizing the island would deliver a severe economic blow to the Iranian regime but warned it could also trigger retaliatory strikes by Iran against oil infrastructure across Gulf states.Hormuz Alliance Takes ShapeThe White House has branded its coalition-building effort the "Hormuz Alliance." Trump called for participation from China, France, Japan, South Korea, and the United Kingdom in a Truth Social post on Saturday, stating that the US and multiple nations would send warships to the Persian Gulf. Speaking aboard Air Force One on Sunday, Trump said the US is in negotiations with seven countries, some of which have already declined to participate.Trump discussed the plan with UK Prime Minister Keir Starmer by phone on Sunday and warned NATO allies that failure to respond would carry consequences for the alliance's future. As of reporting time, no country has publicly committed to joining, though senior US officials indicated they expect announcements of support this week.Strikes Already UnderwayTrump ordered strikes on military facilities on Kharg Island on Friday, though oil infrastructure was not targeted. The move signals a graduated escalation approach, with the potential island seizure representing a more dramatic step that would require US ground forces.Iran has been blocking oil exports from Gulf countries while permitting tankers carrying Iranian crude to pass freely through the strait -- a selective disruption that has heightened tensions with regional oil exporters and global energy markets.Macro Risk for CryptoA sustained Hormuz disruption or military escalation involving Gulf oil infrastructure carries significant macro implications for risk assets including crypto. Oil price shocks historically tighten financial conditions and weigh on high-beta assets, though Bitcoin has at times traded as a geopolitical hedge during periods of acute uncertainty. Traders will be watching for any coalition announcements or further escalation this week as a potential volatility trigger.

Gateのデータによると、WTI原油は本日3.00%下落し、現在は1バレルあたり96.27ドルとなっている。

Key TakeawaysUSDC holdings have surpassed USDT in Colombia, South Africa, the United States, Germany, and Brazil, according to Lisk Research Head Leon WaidmannUSDT retains its position as the globally dominant stablecoin, but the gap is narrowing rapidlyWaidmann shared the findings in a post on XUSDC has overtaken USDT in actual holdings across several major markets, including the United States, Germany, and Brazil, according to Leon Waidmann, Research Head at Lisk.Posting on X, Waidmann cited stablecoin adoption data showing that USDC holdings have surpassed those of USDT in five countries: Colombia, South Africa, the United States, Germany, and Brazil. The finding marks a notable shift in the stablecoin competitive landscape, particularly given USDT's long-standing dominance in most major markets.Waidmann acknowledged that Tether's USDT continues to hold the top position globally by total holdings, but noted the gap between the two stablecoins is closing at a rapid pace.The data points to a potential geographical bifurcation in stablecoin preference, with USDC gaining ground in regulated Western markets where institutional adoption and compliance considerations may favor Circle's offering over Tether. USDT continues to dominate in emerging markets and regions where dollar access and transaction utility take precedence over regulatory profile.           

紙幣印刷機はすでにフル稼働しており、今後の成長の限界は2つの要因にのみ左右される。

暗号資産の本質は消費財であり、これこそが通貨の起源である。

テザーは、単なるステーブルコイン企業から、伝統的な金融業界を揺るがす巨大勢力へと成長しつつある。

ザリガニブームにより、2026年の暗号資産取引は完全自動化の時代へと突入した。

中国は、エネルギー供給の回復力について自信を示しており、豊富な埋蔵量と国内生産力を背景に、現在進行中のイラン情勢による世界的な石油供給の混乱を乗り切れると主張している。一方、ドナルド・トランプ米大統領は、今月下旬に予定されている訪中を前に、戦略的に重要なホルムズ海峡の安全確保に向けた協力を北京側に求めている。

2026年3月の第1週、サンフランシスコの天気は変わりやすく、まさに今、AI業界で起きている激動の様相を彷彿とさせる。

オーストラリア上院経済立法委員会が、暗号資産プラットフォームを同国の金融サービス規制の対象とする新法案の可決を勧告したことを受け、同国はデジタル資産に関する包括的な規制枠組みの導入に向け、一歩前進した。

RWAプロジェクトは、真に優れたRWA資産を見つけるという一点にリソースを集中させるべきである。

オーストラリアの金融規制当局ASICは、ソーシャルメディアやAIを金融アドバイスとして過度に頼らないよう若年層の投資家に警告した。これらの情報源は信頼性が低く、リスクを伴う可能性があるためだ。ある調査によると、Z世代の23％が暗号資産を保有しており、その多くがインフルエンサーの投稿や短期的な投機に基づいて取引を行っていることが分かった。