米国における2月21日までの週の新規失業保険申請件数は21.2万人、予想は21.5万人、前週値は20.6万人から20.8万人に修正された。米国2月14日週の継続失業保険申請件数は183.3万人（予想185.8万人）、前週値は186.9万人から186.4万人に修正。米国2月21日までの週の新規失業保険申請件数4週間移動平均は22.025万人、前回値は21.9万人から21.95万人に修正された。(金十)

The World Gold Council has issued a cautionary note regarding the current state of the gold market. According to Jin10, the council highlights concerns over high valuations and persistent macroeconomic risks. These factors necessitate a prudent approach for investors navigating the gold market. The council's warning comes amid ongoing global economic uncertainties, which could impact gold prices and investor sentiment. As the market continues to face volatility, the World Gold Council emphasizes the importance of careful consideration in investment strategies.

ワールドゴールドカウンシルは、金融投機行為が顕著であり、特に金に対する安全資産需要の増加につながる可能性があると指摘した。金は、より強いインフレヘッジ需要と株式・債券の相関性強化によって支えられる見込みだが、過大評価と持続的なマクロリスクを考慮し、慎重な姿勢を維持する必要がある。（金十）

EBay has announced plans to reduce its workforce by approximately 800 positions, representing 6% of its full-time employees. Bloomberg posted on X, stating that the company aims to align its staffing with its strategic priorities. The decision reflects EBay's ongoing efforts to adapt to changing market conditions and optimize its operations. The layoffs are part of a broader strategy to ensure the company's resources are effectively allocated to support its long-term goals. EBay's move comes as businesses across various sectors reassess their workforce needs in response to evolving economic landscapes.

HSBCストラテジストは米国株のエクスポージャーを半減させ、代わりに新興市場と欧州への投資を拡大した。欧州は現在、堅調な経済状況にあり、過去2か月間で消費や製造業などの主要な循環的指標が成長を示している。ストラテジストは「我々はこのより強い循環的成長トレンドに積極的に順応しており、現在非米国株のポジション比率を増やしている」と述べた。」と述べた。ストラテジストらは、技術面、ポジション、市場センチメントの好転が、地政学リスク、貿易問題、人工知能（AI）関連の懸念による変動を相殺できると見ている。年初来、S&P500種指数は1.5％上昇した一方、米国株を除いたグローバル株式指数は11％上昇、新興市場ベンチマーク指数は15％上昇している。（金十）

The European Union Commission has announced a new counter-terrorism agenda aimed at bolstering the EU's ability to address evolving threats of terrorism and violent extremism. According to Jin10, the agenda, released on February 26, is part of the EU's internal security strategy, 'Protecting the EU,' and includes a series of comprehensive cross-sector measures designed to enhance prevention and response capabilities. Key aspects of the new agenda focus on improving risk prediction capabilities, strengthening online and offline security measures, and deepening cooperation with international partners. Additionally, the EU Commission has proposed legislation to combat illegal firearms trafficking and gun-related crimes. This initiative underscores the EU's commitment to safeguarding its citizens against security threats.

[email protected] posted on X. On February 27, a significant number of Bitcoin and Ethereum options are set to expire, with 116,000 BTC options and 206,000 ETH options reaching maturity. The Put Call Ratio for Bitcoin stands at 0.76, with a maximum pain point of $75,000 and a nominal value of $7.9 billion. For Ethereum, the Put Call Ratio is 0.77, with a maximum pain point of $2,200 and a nominal value of $980 million. The cryptocurrency market remains sluggish, with Bitcoin having briefly dipped below the $60,000 mark earlier in February. Throughout the month, Bitcoin has experienced weak fluctuations above this level. Tomorrow, options accounting for 20% of total open interest, amounting to nearly $9 billion, will expire. Bitcoin's open interest has reached a peak not seen in recent years. Thanks to a recent rebound, the implied volatility for both Bitcoin and Ethereum has increased, with BTC's main term IV at 47% and ETH's at 65%. This has somewhat alleviated the downward price trend, although market confidence remains low. In terms of trading, large-scale call options have dominated, especially following yesterday's rebound, with significant medium to long-term call transactions. Key options data indicates a comprehensive rebound in Skew, suggesting the emergence of market bottom-fishing forces. Despite these developments, the market remains bearish. The cryptocurrency sector lacks new capital inflows and notable hotspots, with pessimistic sentiments prevalent on social media. It appears the market bottom has yet to be reached.

HSBC strategists have reduced their overweight position in U.S. equities, opting to increase investments in emerging markets and Europe. Bloomberg posted on X that this strategic shift is driven by robust economic momentum in these regions. The decision reflects HSBC's assessment of global economic conditions and potential growth opportunities outside the United States. By reallocating resources, HSBC aims to capitalize on the promising economic prospects in emerging markets and Europe, which are currently experiencing strong economic activity.

DMG Blockchain has released its unaudited financial results for the first quarter of fiscal year 2026, revealing a revenue of 11.2 million CAD, marking a 2% decrease from the previous quarter and a 4% decline year-over-year. According to Odaily, the company mined 69 Bitcoins during the quarter, down from 72 in the previous quarter and 97 in the same period last year. The company's computing power increased by 10% to 1.76 EH/s. DMG Blockchain's cash, short-term investments, and digital assets totaled 58.6 million CAD, a 10% decrease from the end of the fiscal year. Total assets stood at 122 million CAD, reflecting an 8% decline quarter-over-quarter. The net loss was 2.2 million CAD, or 0.01 CAD per share, an improvement from the net loss of 3.1 million CAD in the same period last year. However, due to changes in the fair value of digital assets, the comprehensive net income shifted from a profit of 12.2 million CAD last year to a loss of 16.5 million CAD.

A recent analysis suggests that Citadel's actions may have contributed to calming the markets earlier this week. Bespoke Investment Group posted on X, highlighting the potential impact of Citadel's strategic decisions on market dynamics. The report explores how Citadel's involvement might have played a role in stabilizing market conditions amid recent fluctuations. While the exact influence of Citadel's actions remains a topic of discussion, the analysis underscores the significant role major financial entities can have on market trends. The report does not provide specific details on the measures taken by Citadel but emphasizes the broader implications of such interventions in the financial landscape.

ビットコインは単なるコードではなく、無数の参加者によって形作られる社会実験である。

米国は技術覇権を通じて世界の仮想資産を収奪しているが、その本質は自国の経済覇権とドルの地位を維持するためである。

1858年の夏、銅芯ケーブルが大西洋海底を横断し、ロンドンとニューヨークをつないだ。

四半期決算で11.9兆ドル：USDCの規模は米国GDPの半分に迫る。

サムスンはGalaxy S26シリーズを発表し、世界初の「能動型AIスマートフォン」として位置づけた。これは単なる指示応答だけでなく、ユーザーの代わりにアプリを跨いだ複数ステップの操作を実行するデバイスである。

イーサリアムの共同創設者ヴィタリック・ブテリンは、イーサリアム財団への資金提供と新規プロジェクト支援のため、当初計画より若干多い17,000 ETH以上を売却した。財団は現在も約172,000 ETHを保有しており、取引速度の向上、プライバシー強化、長期的なネットワーク発展を目指す詳細なロードマップを発表している。

真の護城河は、決して単一の技術ではなく、無数の正しい決断が時間軸上で複利効果を生むことにある。

イーサリアムの「ロールアップ中心」のロードマップは、内部対立、インセンティブの不整合、自ら招いた遅延によっていかに失敗し、最終的にネットワークが自己消耗の中で地盤を失う結果を招いたのか。

予測市場プラットフォームのカルシは、かつては目新しい存在だったこの分野が規制当局や機関投資家からの監視強化に直面する中、インサイダー取引に対して異例の公的な反対姿勢を示した。

テザーはデジタルマーケットプレイス「Whop」に2億ドルを投資し、同プラットフォームの評価額を16億ドルとした。この取引によりテザーのステーブルコインがWhopに統合され、クリエイターは直接支払いを受け取り、グローバルに事業拡大が可能となる。