Liz Thomas, Head of Investment Strategy at SoFi, posted on X about significant developments in the software sector and the ongoing market rotation. The note highlights how these changes are influencing investment strategies and market dynamics. The software industry is experiencing notable shifts, which are impacting market trends and investor decisions. This rotation is seen as a response to evolving economic conditions and technological advancements. Investors are advised to stay informed about these changes to make strategic decisions in the current market landscape.

Analyst @ai_9684xtpa posted on X that Vitalik Buterin has initiated a plan to donate 16,384 ETH, with 27.6% of the total already sold. Since February 2, the multisignature address has sold 4,521.59 ETH through Cowswap, amounting to $9.939 million at an average price of $2,202.44 per ETH. The selling process is ongoing, with transactions continuing from the designated wallet address.

Jim Bianco, president of Bianco Research posted on X, notes that some degens blame the stalled Clarity Act in Congress for the crypto decline. He argues that expecting government permission for a crypto rally is misguided.

According to Jin10, analysts James Smith and Chris Turner from ING Bank have indicated that political developments in the UK are expected to play a crucial role in shaping the trajectory of UK sovereign bonds. The Bank of England's recent interest rate decision on Thursday hinted at the possibility of further rate cuts, which should have supported UK bonds. However, internal political tensions within the ruling Labour Party may continue to dominate the direction of the UK sovereign bond market. The yield on the 10-year UK government bond recently fell by 1.6 basis points to 4.522%. Earlier, concerns over potential leadership changes had pushed the yield to 4.594%, marking a two-and-a-half-month high.

ドイツ銀行（Deutsche Bank）は水曜日の報告書で、ビットコインの最近の下落は、単一のマクロショックによるものではなく、機関投資家と規制当局の信頼が徐々に損なわれていることが主な要因だと指摘した。同銀行は、この資産に圧力をかけている3つの要因として、継続的な機関資金の流出、ビットコインと伝統的市場の関係性の崩壊、流動性とボラティリティの圧縮を支えてきた規制の勢いの減退を挙げた。報告書は、米国のビットコイン現物ETFが10月以降、継続的な大規模な資金流出を記録しており、11月には70億ドル超、12月には約20億ドル、1月には30億ドル超が流出したと指摘した。ビットコインと株式・金との相関性はともに弱まり、「デジタルゴールド」としてのストーリーが損なわれている。今年は金が60％以上上昇した一方、ビットコインは6.5％下落した。さらに、議会におけるステーブルコイン条項をめぐる論争の中で、超党派協力によるデジタル資産市場「CLARITY法案」の進展は停滞している。ドイツ銀行の調査によると、米国消費者の暗号資産採用率は2025年半ばの17％から約12％に低下した。またシティグループは火曜日のレポートで、資金流入の減速と抵抗感の高まりを受け、ビットコインが重要なETFコスト水準を下回って取引され、選挙前の価格底値に近づいていると指摘した。（CoinDesk）

Eight digital asset companies regulated by the European Union have issued a warning to European regulators about the potential loss of their early lead in blockchain-based capital markets to the United States. According to Foresight News, these firms argue that the EU's distributed ledger technology pilot regime imposes excessive restrictions, which could result in capital shifting to U.S. markets. Major U.S. trading venues, including the Chicago Mercantile Exchange (CME), New York Stock Exchange (NYSE), and Nasdaq, have already developed tokenized asset plans. The companies involved in this warning are Securitize, 21X, Seturion from the Stuttgart Stock Exchange Group, Central Securities Depository, Lise, OpenBrick, STX, and Axiology. They emphasize the need for the EU to reconsider its regulatory approach to maintain its competitive edge in the rapidly evolving blockchain sector.

Several tokenization and market infrastructure operators, including Securitize, have collectively addressed EU policymakers, warning that current restrictions in the EU's distributed ledger technology (DLT) pilot regime may drive liquidity and market activity towards the United States. According to PANews, signatories of the letter include entities such as 21X, central securities depositories, and the Stuttgart Exchange Group. The letter highlights that while the EU's 'Market Integration and Regulation Scheme' establishes a sound long-term framework, its implementation timeline delays crucial reforms until at least 2030. Meanwhile, the DLT pilot regime's narrow scope of eligible assets, low transaction volume caps (currently set at 60-90 billion euros), and a six-year license duration are hindering the scaling of launched products, as the U.S. rapidly advances in on-chain market infrastructure. These companies are urging the EU to enact 'swift amendments' to the pilot regime within six months, either through independent technical revisions or minor legislative proposals. Suggested changes include broadening the range of eligible assets, increasing transaction volume caps to 100-150 billion euros, and removing the six-year validity limit on DLT market infrastructure licenses.

Stablecoin provider Circle has announced a collaboration with Polymarket to improve the stablecoin infrastructure for prediction markets. According to Odaily, Circle aims to introduce a transparent and fully reserved stablecoin system to enhance settlement reliability and reduce friction, supporting the next phase of development in on-chain financial markets.

Hex Trust, a digital asset custodian, has announced the provision of XRP DeFi access for institutional clients while maintaining asset custody control. According to Odaily, institutions can mint and redeem FXRP, a wrapped token of XRP on the Flare Network, through the Hex platform and stake native FLR. Previously, Flare launched an FXRP lending market, enabling users to earn or borrow without selling XRP. FXRP offers a one-to-one mapping with XRP, allowing participation in smart contract applications without transferring the original XRP.

Web3 security firm Certora has announced receiving a grant from the Ethereum Foundation. According to Odaily, the specific amount of the funding has not been disclosed. The grant will support Certora's efforts in verifying the correctness of automated precompilation, a crucial optimization technology in zero-knowledge computation. This technology was developed by Powdr Labs for the Ethereum Foundation's zkEVM project. Certora intends to open-source the specifications, proofs, and verification framework it develops.

米ドル、過大評価された米ドルが弱含み：人民元はどう対応すべきかゴールデンファイナンス、人民元が自由交換を実現したら、大幅に切り下がるのか？

金色财经は『金色Web3.0日報』を創刊し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

一般プレイヤーとプロモーターが直面するリスクとは？「予測市場」の背後にある刑事責任を一文で解説。

BTCが8万ドルという重要な心理的関門を正式に割り込み、市場は厳しい信頼回復の過程を経験している。

「最高の投資家」と呼ばれるカイル・サマニも退場を選択したことで、暗号資産市場が直面する段階的なボトルネックは、かつてないほどの検証と再評価の過程にあるのかもしれない。

次世代の標準装備は「どこへ移転するか」ではなく、「成長を自らの手に握ること」である。

趙長鵬,人工知能,Binance,闇産業に狙われた趙長鵬金色財経,TikTokプラットフォームにおける趙長鵬関連動画の「いいね」数が10万を超えた。

「ダイヤモンドの手」から「万人坑」へ——「富のチャンス」と包装されたゲームは、最終的に個人投資家の集団パニック売りに発展した。

フランス当局は、イーロン・マスクのX社に対して大規模な取り締まりを開始し、2月3日に同社のパリ事務所を家宅捜索した。これは、同プラットフォームの生成型AIチャットボット「Grok」に関する刑事捜査の一環である。

バイナンスの創業者チャンペン・ジャオ氏は、AI生成画像を用いて自身を装い虚偽の主張を拡散する偽のSNSアカウントについてユーザーに警告した。同氏は「画像は加工されており、自身が決して着用しない色の服を着たものもある」と述べ、フォロワーに対しこうした詐欺に警戒するよう呼びかけた。