ここ数日、暗号資産エコシステムで著名なベンチャーキャピタルの共同創業者らが、オンライン上で暗号資産エコシステムへの関心を失い、他のエコシステムへ移行することを公に表明した。

The tokenized commodities market has surpassed $6.1 billion in value, rising 53% in less than six weeks, as gold-backed tokens attract growing demand amid a historic rally in bullion prices.The market stood at just over $4 billion at the start of the year, meaning roughly $2 billion has been added since Jan. 1, according to data from Token Terminal. The surge makes tokenized commodities the fastest-growing segment within the real-world asset (RWA) tokenization space.Gold tokens dominate the marketGrowth has been overwhelmingly driven by tokenized gold products, which now account for more than 95% of the tokenized commodities market.Tether’s gold-backed token, Tether Gold (XAUt), has been the largest contributor. Its market capitalization rose 51.6% over the past month to $3.6 billion. Meanwhile, Paxos-issued PAX Gold (PAXG) increased 33.2% to $2.3 billion over the same period.Overall, tokenized commodities are now up 360% year-on-year, with growth since the start of 2026 far outpacing tokenized stocks (42%) and tokenized funds (3.6%).The sector is now valued at just over one-third of the $17.2 billion tokenized funds market and is substantially larger than tokenized equities, which stand at about $538 million.Tether expands tokenized gold strategyTether recently deepened its push into tokenized commodities by acquiring a $150 million stake in precious metals platform Gold.com. The company said XAUt will be integrated into Gold.com’s platform, and it is exploring options that would allow customers to purchase physical gold using its USDt stablecoin.Gold outperforms as crypto lagsThe rise in tokenized gold mirrors gold’s strong performance in traditional markets. Spot gold has gained more than 80% over the past year, reaching a new all-time high near $5,600 on Jan. 29. After a brief pullback toward $4,700, prices have rebounded to around $5,050.By contrast, Bitcoin and the broader crypto market have struggled since an October sell-off that triggered roughly $19 billion in liquidations. Bitcoin fell more than 50% from its early October peak of $126,080 to around $60,000, before rebounding to roughly $69,000, according to CoinGecko.The divergence has reignited debate over Bitcoin’s role as a safe-haven asset. Jack Mallers, CEO of Strike, has argued that markets still treat Bitcoin more like a high-growth software stock. Crypto asset manager Grayscale echoed that view, saying Bitcoin’s “digital gold” narrative has been tested as its price action increasingly resembles that of a risk asset.The contrast underscores why tokenized gold has emerged as the leading beneficiary of RWA adoption during the current market cycle, as investors seek onchain exposure to traditional safe-haven assets.

Goldman Sachs disclosed more than $1 billion in Bitcoin exposure in its fourth-quarter filing with the U.S. Securities and Exchange Commission, underscoring continued institutional involvement in crypto-linked products despite a steep market downturn.The exposure is held through spot Bitcoin exchange-traded funds, primarily BlackRock’s iShares Bitcoin Trust (IBIT) and Fidelity’s Wise Origin Bitcoin ETF (FBTC), rather than through direct holdings of Bitcoin.Industry figures noted the significance of the disclosure. “Shows direction of travel,” said Nate Geraci, co-founder of the ETF Institute. Changpeng Zhao, Binance’s former CEO, said the move highlights how banks are increasingly following paths pioneered by the crypto industry.Exposure maintained amid price routGoldman’s filing comes as Bitcoin has fallen roughly 47% from its October peak, contributing to an estimated $2 trillion decline in total crypto market value over the same period. Bitcoin was trading near $67,000 at the time of reporting, after briefly dipping close to $60,000.By contrast, traditional markets have remained resilient, with the S&P 500 up nearly 4% since October, and gold posting strong gains.Greg Magadini, director of derivatives at Amberdata, said Bitcoin’s recent rebound does not yet signal a definitive market reset. “Without a transfer of ownership into fresh hands, a new cycle hasn’t begun,” he said in a note shared with DL News.Altcoin ETF exposure also disclosedGoldman’s filing shows the bank has also expanded exposure beyond Bitcoin. The firm reported holdings of more than $1 billion in Ether ETFs, alongside $152 million in XRP ETFs and $108 million in Solana ETFs.Altcoins have underperformed Bitcoin during the downturn, with Solana down roughly 73% from its peak.Market context and upcoming appearanceThe disclosure follows heavy selling across crypto investment products. More than $6 billion has exited spot Bitcoin ETFs since November, according to DefiLlama. During last week’s market stress, IBIT recorded over $10 billion in trading volume, largely driven by selling after weak macroeconomic data.Meanwhile, Goldman Sachs CEO David Solomon is scheduled to speak at the World Liberty Financial cryptocurrency forum hosted by the family of Donald Trump in Florida on February 18, an event expected to draw investors, regulators, and U.S. lawmakers.As of the latest session, Bitcoin was down 3.5% over 24 hours, while Ethereum fell 3.6%, reflecting continued pressure across major digital assets.

South Korean lawmakers have taken proactive measures regarding AI development with a new law dubbed the AI Basic Act. source: https://www.cryptopolitan.com/ai-driven-semiconductor-south-koreas/

透明化監督の流れの中で、誰が「混乱した帳簿」から「税務コンプライアンス」へのアップグレードをいち早く達成できるか、それが激化するWeb3グローバル競争において持続的な優位性を勝ち取る鍵となる。

Ether inflows into accumulation addresses spike despite ETH price falling below $2,000, signalling strong investor confidence in the long term. source: https://cointelegraph.com/news/ethereum-holders-full-scale-accumulation-eth-price-drops-below-2k?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Explore the impact of Kraken moving 116 million XRP to Binance. We analyze how this $165 million transaction affects market liquidity, the role of OTC flows and what it means for XRP price trends today. source: https://u.today/kraken-moves-116-million-xrp-to-binance-analyzing-liquidity-and-otc-flows

ロイター調査：回答した101人のエコノミストのうち60人が、米連邦準備理事会（FRB）が6月末までにフェデラルファンド金利を25ベーシスポイント引き下げ、3.25％～3.50％のレンジに設定すると予想している（1月の調査ではコンセンサスなし）。

2026년 1월, 암호화폐 공격은 더욱 표적화됩니다: 스캠 스니퍼는 시그니처 피싱 손실이 +207% 증가했다고 보고했습니다. Safe Labs에서 주소 중독 및 지갑 비우기에 대한 글로벌 경고를 발표합니다. source: https://ko.spaziocrypto.com/amhohwa/amhohwa-sigeuniceo-pisingyi-pogbaljeogin-jeungga/

春節が近づいています。10分ほど時間を取って、お財布のセキュリティ診断をしましょう。

Key takeaways: Bitcoin ETFs recorded $166. 5 million in net inflows. Ethereum ETFs saw modest $13. 8 million inflows. source: https://coindoo.com/bitcoin-posts-166m-inflow-as-crypto-etfs-snap-losing-streak/

過去数年間、ウォール街でイーサリアムをマクロ資産として語る術を最も心得ている人物を選ぶなら、トム・リーは間違いなく上位に名を連ねるだろう。

In January 2026, crypto attacks become more targeted: Scam Sniffer reports +207% in signature phishing losses. Safe Labs launches a global warning against address poisoning and emptied wallets. source: https://en.spaziocrypto.com/crypto/crypto-signature-phishing-explodes/

Bitgetは、暗号資産業界初のアニメーションデジタルヒューマン「Gracy AI」のリリースを発表しました。これは一対一の対話形式を通じて、実際の経営者の思考と長期的な意思決定の視点をユーザー交流に導入することを目的としています。Gracy AIは、BitgetのCEOであるGracy Chenの経験と意思決定ロジックに基づいて構築され、市場サイクル、業界トレンド、戦略的思考、キャリア開発などのトピックに焦点を当て、複雑な市場環境においてユーザーがより明確な判断を下せるよう支援します。本製品はBitget UEX（ユニバーサル・エクスチェンジ）変革プロセスにおけるAI戦略の重要要素であり、既存のGetAgentがデータ分析・意思決定支援機能をカバーする基盤の上に、より人間味のある対話レイヤーへと拡張された。Gracy AI正式リリースに合わせ、Bitgetはバレンタインデーや春節など多様なテーマの対話シナリオを同時展開し、AIインタラクション体験を豊かにするとともに実用性と没入感を高める。Bitget CEOのGracy Chen氏は次のように述べています。「業務において最も重要なのは、ユーザーの真のニーズに耳を傾け、細部にまで深く入り込み、市場の真の動きを理解する手助けをすることです。チームはこの理念を貫きGracy AIを開発しました。より多くのユーザーが私やチームと繋がり、サポートを受けながら学び成長することを願っています。」

ローンチからわずか5ヶ月で、Borosの名目取引高は60億ドルを突破し、未決済建玉残高は最近2億6800万ドルという史上最高値を更新した。

暗号資産がニッチな資産から主流資産へと移行する過程そのものが、遅く曲折に満ちたものである。

香港は新たなステーブルコイン条例に基づき、2026年3月に初のステーブルコインライセンスを発行する見込みだ。中国が仮想通貨活動に慎重な姿勢を保つ中、同市は仮想通貨市場の規制拡大とトークン化プロジェクトを推進している。

欧州連合（EU）は、EU居住者とロシアの事業体間のすべての仮想通貨取引を完全に禁止することで、ロシアに対する戦争を仕掛ける準備を進めている。

EUは、ロシアが暗号資産を通じて資金を移動させ、既存の制裁を回避するのを支援したとして、キルギスの銀行2行とその他の外国金融機関数行に対する制裁を計画している。また、ロシアに関連するすべての暗号資産取引（ステーブルコインやデジタルルーブルを含む）を遮断し、決済と貿易の経路を断つつもりだ。

元FTX最高経営責任者（CEO）のサム・バンクマン＝フリード氏が、自身の評判回復に向け再び劇的な動きを見せている。今回は新たな詐欺裁判の申し立てを行い、25年の実刑判決を受けた有罪判決の覆しを図ろうとしている。