The Federal Reserve is still expected to cut interest rates later this year despite a stronger-than-expected January U.S. jobs report, though the urgency for near-term easing has diminished, according to UBS Global Wealth Management.In a recent report cited by Jin10, Mark Haefele, chief investment officer at UBS Global Wealth Management, said ongoing evidence of cooling U.S. inflation should allow the Federal Reserve to stick to its planned easing path.UBS’s base case remains two 25-basis-point rate cuts, expected in June and September. Haefele said such a trajectory “would create a favorable environment for stocks, bonds, and gold,” even as recent data has prompted markets to reassess the timing.Market reprices rate-cut expectationsMoney market pricing has shifted following the January non-farm payrolls release. Data from the London Stock Exchange shows that investors have trimmed expectations for total Fed rate cuts in 2026 to about 50 basis points, down from roughly 60 basis points previously.Markets have also pushed back expectations for the next rate cut, moving the implied timing from June to July, reflecting reduced urgency for policy easing after signs of continued labor market resilience.Despite the adjustment, UBS said the broader disinflation trend remains intact, supporting its view that the Fed can still begin easing later this year, even if the path unfolds more gradually than previously anticipated. 

A blockchain address tagged to the Royal Government of Bhutan transferred 100 Bitcoin, worth approximately $6.77 million, to QCP Capital, according to on-chain data.The transaction was flagged by Onchain Lens, which monitors large and entity-linked wallet movements.

A notable transfer of SOL tokens has been reported. According to ChainCatcher, at 20:02 UTC+8, a total of 41,845 SOL was moved from an anonymous address beginning with 7VqNJ to Fireblocks Custody. This transaction highlights ongoing activity within the cryptocurrency market.

Binance Alpha has listed Espresso (ESP), according to the platform’s official page.The ESP token is deployed on the Arbitrum network. The contract address is:0x3b8db18e69d6686ad9371a423afe3dd1065c94f1 

Evercore ISI Vice Chairman Krishna Guha has cautioned investors that U.S. President Donald Trump's nominee for Federal Reserve Chair might be more dovish than initially perceived. Bloomberg posted on X, highlighting Guha's analysis that the nominee's policy stance could lean towards a more accommodative monetary approach. This perspective suggests that the nominee may prioritize economic growth and employment over inflation control, potentially influencing future interest rate decisions. Investors are advised to consider this possibility as they assess the implications of the nomination on financial markets.

Stock futures experienced an uptick as traders closely monitored corporate earnings and economic data. Bloomberg posted on X, highlighting the market's focus on these key indicators. Investors are paying attention to the latest reports from major companies, which could influence market sentiment and trading strategies. Additionally, economic data releases are being scrutinized for signs of growth or potential challenges in the economy. Analysts suggest that these factors could play a significant role in shaping market movements in the coming days. As the earnings season progresses, traders are expected to adjust their positions based on the information provided by these reports.

Flávio Bolsonaro has introduced a preliminary economic proposal, aiming to address key financial issues. Bloomberg posted on X, highlighting the plan's current lack of detail. Meanwhile, the Treasury is offering fixed-rate bonds, reflecting ongoing efforts to manage the country's fiscal policies. The proposal and bond offerings come at a time when economic strategies are under scrutiny, with stakeholders closely monitoring developments.

The India AI Impact Summit in Delhi has generated significant attention, highlighting the growing interest in artificial intelligence. Bloomberg posted on X, noting the event's influence in sparking a fervent pursuit of AI advancements. The summit has become a focal point for discussions on AI's potential impact across various sectors, drawing participants eager to explore the technology's future applications. As AI continues to evolve, the summit underscores the importance of understanding its implications and opportunities.

Ukraine has reported that a Russian airstrike last month caused damage to its section of the Druzhba oil pipeline, resulting in a suspension of oil supplies to Hungary. Bloomberg posted on X, highlighting the impact of the attack on the pipeline, which is a crucial conduit for oil exports to Central Europe. The incident underscores the ongoing tensions and disruptions in energy supplies amid the conflict between Russia and Ukraine. The Druzhba pipeline, one of the world's longest oil pipelines, plays a significant role in transporting Russian oil to various European countries. The halt in supplies to Hungary marks a significant setback in regional energy security, as countries continue to navigate the challenges posed by geopolitical conflicts. Ukrainian authorities are assessing the extent of the damage and exploring options to restore the pipeline's operations. Meanwhile, Hungary is seeking alternative sources to mitigate the impact of the supply disruption. The situation remains fluid, with potential implications for energy markets and regional stability.

Hedge fund Elliott Management has intensified its activist campaigns in Japan, focusing on investments in the market. Bloomberg posted on X, highlighting the fund's strategic moves to enhance its presence and influence in the region. Elliott's increased activity comes as part of a broader trend among international investors seeking opportunities in Japan's evolving economic landscape. The hedge fund's efforts are aimed at driving changes in corporate governance and unlocking shareholder value. This development underscores the growing interest of global investors in Japan's market potential.

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。

ブロックチェーン分析企業アーカムによると、バイナンスは現在、トランプ家系が支援するワールド・リバティ・フィナンシャル（WLF）が発行する主力ステーブルコイン「USD1」の総供給量の驚異的な87％を保管している。

アラブ首長国連邦中央銀行は、ディルハムを裏付けとするステーブルコイン「DDSC」を承認した。同コインは現在ADI Chain上で稼働しており、機関投資家および政府機関向けに使用される。決済、清算、貿易、プログラム可能な金融サービスに活用され、承認プラットフォームを通じてFABの顧客が利用可能となる。