A recent survey conducted by Reuters indicates that the yield on the U.S. 10-year Treasury note is projected to increase to 4.20% within the next three months. According to Jin10, the survey also forecasts the yield to reach 4.19% in six months and 4.29% within a year. These projections show an upward revision from the January survey, which predicted yields of 4.11%, 4.15%, and 4.20% for the same timeframes. The anticipated rise in yields reflects changing market expectations and economic conditions.

米国における2月7日までの週の新規失業保険申請件数は22万7000件で、予想の22万2000件を上回った。前週値は23万1000件から23万2000件に修正された。（金十）

German Chancellor Friedrich Merz and French President Emmanuel Macron have minimized their differences in anticipation of an EU leaders' retreat aimed at revitalizing the bloc's economy. Bloomberg posted on X, highlighting the leaders' efforts to present a united front as they prepare to discuss strategies for economic recovery. The retreat is expected to focus on collaborative measures to boost growth and address economic challenges facing the European Union. Both leaders emphasized the importance of cooperation and dialogue in overcoming any existing disagreements, underscoring their commitment to the EU's economic stability and progress.

The energy sector experienced notable gains, with significant movements observed in various energy stocks. Bespoke Investment Group posted on X, highlighting the upward trend in the sector. This surge is attributed to a combination of factors, including geopolitical tensions and fluctuations in global oil prices. Analysts have noted that the current market conditions are favorable for energy stocks, with investors showing increased interest. The rise in energy prices has been a key driver, influencing the performance of related stocks positively. Market experts suggest that the ongoing geopolitical developments could continue to impact the energy sector, potentially leading to further volatility. Investors are advised to monitor these trends closely as they could present both opportunities and risks. Overall, the energy sector's performance has been a focal point for market participants, with many keeping a close watch on future developments.

Crypto KOL Bill Qian posted on X. At the 'Future of On-Chain Assets Industry Forum' co-hosted by AWS Cloud and Cypher Capital, I participated in two panel discussions. The discussions involved in-depth exchanges with partners from various sectors of the ecosystem, focusing on trends and opportunities in on-chain assets. I am grateful for this opportunity for intellectual exchange and look forward to continued collaboration to jointly advance the industry's development.

YZi Labs is concentrating on the foundational elements propelling Web3's growth. YZi Labs posted on X. The focus is on stablecoins, on-chain foreign exchange, prediction markets, and advanced oracles. These components are crucial for developing scalable infrastructure and applications within the Web3 ecosystem. The aim is to enhance the maturity and functionality of Web3 technologies, ensuring they can support broader adoption and integration into various sectors.

The European Union's executive body is currently being investigated by the bloc's top prosecutors for potential misconduct related to a real estate transaction with Belgium. Bloomberg posted on X, highlighting the scrutiny surrounding the sale, which has raised questions about the conduct of the EU's executive branch. The investigation aims to uncover any irregularities or breaches of protocol in the handling of the property deal. Details of the transaction and the specific allegations have not been disclosed, but the inquiry underscores the importance of transparency and accountability within the EU's governing bodies. The outcome of the investigation could have significant implications for the EU's internal operations and its relationship with member states.

UK property professionals are expressing increased optimism about the housing market following the resolution of pre-budget uncertainties. Bloomberg posted on X that this shift in sentiment could influence property prices in the coming months. Factors that may support or challenge the market's trajectory are being closely monitored by industry experts. The recent alleviation of budget-related anxieties has contributed to a more positive outlook among real estate professionals, potentially impacting future market dynamics.

The corporate bond market is poised to experience an unprecedented surge in supply, with a significant influx of passive investors ready to absorb the new issuance. Bloomberg posted on X, highlighting concerns among some investors about potential market disruptions. As companies prepare to issue a record volume of bonds, the role of passive investment vehicles, such as exchange-traded funds (ETFs), is becoming increasingly prominent. These funds are expected to play a crucial role in purchasing the new debt, potentially altering market dynamics. The growing reliance on passive investment strategies has raised questions about market stability and liquidity. Some market participants caution that the increased presence of passive buyers could lead to volatility, particularly if there is a sudden shift in investor sentiment. The potential for disruption is heightened by the sheer scale of the anticipated bond issuance, which could test the market's capacity to absorb new debt efficiently. Despite these concerns, the demand for corporate bonds remains robust, driven by attractive yields and the search for stable returns in a low-interest-rate environment. The influx of passive investment is seen as a double-edged sword, providing liquidity and support for the market while also introducing new risks. As the corporate bond market navigates this historic supply wave, investors and analysts will be closely monitoring the impact of passive investment on market behavior and stability. The outcome could have significant implications for the broader financial landscape, influencing how companies finance their operations and how investors allocate their portfolios.

RLUSD reached $1. 2 billion supply on Ethereum, driving rapid growth and market adoption. source: https://www.cryptopolitan.com/ripples-rlusd-on-ethereum-hits-1-2b/

ヴィタリックは一貫して原則を重んじる人物だ。私の記憶では、彼にそんな時期は一度もなかった。

イーサリアムがAI時代においてヴィタリックの理想と目標を真に実現しようとするなら、将来はより頻繁なイテレーションと、AIに対するより緊密な注目と追跡が必要となるだろう。

3ヶ月ごとにコア事業を転換するプロジェクトには警戒すべきだ。真のイノベーションには深耕が必要であり、頻繁な事業転換は往々にして旧事業の失敗を隠蔽するためである。

2026年のマクロ環境を背景に、ARK Investはビットコインの価値を高める4つの主要トレンドを指摘し、ビットコインが「オプション的な」周辺資産から機関投資家のポートフォリオにおいて不可欠な戦略的資産へと進化しつつあると分析している。

ミームコインのブームからエージェント基盤へ、Bankrは実行層としてなど

2026年の幕開けは、予想以上に厳しいものとなった。長いベアマーケットを耐え抜いた後、春はもうすぐそこだと信じていたが、現実は予期せぬ「春寒」だった。

VC業界は「判断力主導」から「取引獲得能力主導」へのパラダイムシフトの途上にある。

銀行、伝統的金融、金融システム、シンギュラリティが迫る：暗号技術がデジタル銀行の基盤ロジックを書き換えるときゴールデンファイナンス、次の暗号スーパーアプリは誰になるのか？

英国財務省はトークン化された国債の試験運用にHSBCのOrionプラットフォームを採用した。これにより英国はG7諸国で初めてブロックチェーン技術を用いた国債試験運用を実施する国となった。DIGITパイロット事業では、より迅速なオンチェーン決済を模索し、英国金融市場全体のデジタルインフラ強化を目指す。

数日前に暗号通貨に関する二つの文書が発表されると、SNSのタイムラインはそれ一色に埋め尽くされた。多くの業界関係者が解説記事を書き、ショート動画ではRWA（現実世界資産）を扱う機関やチームについての議論が活発化しているのを目にした。