Robinhood Marketsは2026年2月の運営データを発表した。2月末時点で、同プラットフォームの資金口座保有者数は2740万人となり、前月比で約14万人増、前年同月比で約174万人増となった。プラットフォームの総資産規模は3140億ドルで、前月比3％減、前年同月比68％増となった。取引面では、2月の株式取引高は1,944億ドルで、前月比14％減、前年同月比36％増となった。オプションの約定数は1億8,030万枚で、前月比10％減、前年同月比9％増となった。暗号資産の取引高は250億ドルで、前月比9％増、前年同月比74％増となった。このうち、Robinhoodアプリの暗号資産取引高は94億ドルで前月比8％増、Bitstampの取引高は156億ドルで前月比10％増となった。さらに、Robinhoodの2月の純預金残高は56億ドル、過去12ヶ月間の累計純預金残高は678億ドルとなった。信用取引残高は172億ドルで、前年同期比で98％の大幅な増加を示した。全体的なデータからは、株式取引の活況がやや鈍化したものの、暗号資産の取引量は依然として堅調な伸びを維持していることがうかがえる。

Key TakeawaysPolymarket's "Bitcoin Price in March" market now prices a $75,000 rebound at 84% probability, up 43 percentage pointsOdds of Bitcoin reaching $80,000 in March have risen to 40%The probability of Bitcoin falling to $65,000 in March has dropped to 30%Contract trading volume on the event has reached nearly $45 million ($44,904,165)OKX data shows BTC touched an intraday high of 74,464.6 USDT, currently trading at 73,758.1 USDT, up 1.29% in 24 hoursPrediction market sentiment around Bitcoin's near-term price trajectory has shifted sharply bullish, with Polymarket odds for a March rebound to $75,000 surging to 84% -- a jump of 43 percentage points -- as Bitcoin briefly touched $74,464 on Monday.According to Polymarket's "Bitcoin Price in March" contract, the probability of BTC reaching $80,000 before month-end has also climbed to 40%. On the downside, the market has largely priced out a deeper correction, with the probability of Bitcoin falling back to $65,000 in March now standing at just 30%.Total trading volume on the event contract has approached $45 million, reaching $44,904,165, reflecting significant speculative interest in Bitcoin's March price outcome.On the spot market, OKX data shows Bitcoin touched an intraday high of 74,464.6 USDT during Monday's session before pulling back slightly to 73,758.1 USDT, representing a 24-hour gain of 1.29%.The convergence of rising prediction market probabilities and strengthening spot prices suggests growing trader conviction that Bitcoin's recent recovery has further room to run before the end of March.

The United Arab Emirates is experiencing a substantial reduction in its daily oil output, which has decreased by nearly 50%. Bloomberg posted on X, citing a source familiar with the situation, that this decline is attributed to the effective closure of the Strait of Hormuz. The Strait is a critical maritime passage for global oil shipments, and its closure has significantly impacted the UAE's oil production capabilities. The situation underscores the strategic importance of the Strait of Hormuz in the global energy market and highlights the vulnerabilities faced by oil-exporting nations in the region.

Key TakeawaysChicago-based crypto broker BlockFills has filed for Chapter 11 bankruptcy protection through its operating entity, Reliz Ltd.Court documents list estimated assets of $50 million to $100 million against liabilities of $100 million to $500 millionThe firm suspended client deposits and withdrawals in February before filing in the US Bankruptcy Court for the District of DelawareTop unsecured creditors include 007 Capital LLC ($17.1 million), Richard E. Ward Revocable Trust ($9.4 million), and Artha Investment Partners ($6.9 million)BlockFills counts Susquehanna Private Equity Investments and CME Ventures among its institutional backersChicago-based cryptocurrency brokerage BlockFills has filed for Chapter 11 bankruptcy protection, becoming one of the first crypto firms to seek court restructuring following the October 10 market crash that wiped nearly $2 trillion from digital asset valuations.The firm's operating entity, Reliz Ltd., filed for voluntary restructuring on Sunday in the US Bankruptcy Court for the District of Delaware. Court documents show estimated assets between $50 million and $100 million, set against liabilities ranging from $100 million to $500 million.Liquidity Pressures Preceded FilingThe bankruptcy follows a February suspension of client deposits and withdrawals, an early signal of deepening financial strain at the institutional trading platform. BlockFills described the Chapter 11 process as the "most responsible path forward" following discussions with investors, clients, and creditors, adding that the court-supervised restructuring is designed to preserve business value and maximize stakeholder recovery.Creditors and BackersCourt filings identify several large unsecured creditors. 007 Capital LLC holds the largest claim at approximately $17.1 million, followed by the Richard E. Ward Revocable Trust at roughly $9.4 million, and Artha Investment Partners LLC at around $6.9 million. Japanese crypto exchange operator SBI VC Trade Co. and Nexo Capital Inc., which holds a promissory note claim, are also listed among creditors.Despite backing from institutional names including Susquehanna Private Equity Investments and CME Ventures, BlockFills was unable to withstand the prolonged market downturn that has pressured trading volumes and liquidity across the broader crypto industry.

紙幣印刷機はすでにフル稼働しており、今後の成長の限界は2つの要因にのみ左右される。

Senegal's increasing dependence on a rapidly expanding regional debt market is alleviating pressure on its credit, considered one of the riskiest in Africa. Bloomberg posted on X, highlighting that this approach is also postponing conversations about potential debt restructuring. Investors and analysts have noted that Senegal's strategy is providing temporary relief from financial strain, allowing the country to manage its obligations more effectively. However, the delay in addressing debt restructuring could pose challenges in the future if market conditions change or if the country's financial situation worsens. The focus remains on how Senegal will navigate its fiscal responsibilities while maintaining economic stability.

Wall Street is closely monitoring developments involving Meta, National Storage, and Sable Offshore ahead of the market opening. Bloomberg posted on X, highlighting the interest these companies are generating among investors. Meta's latest initiatives and strategic moves are under scrutiny as analysts assess their potential impact on the company's performance. National Storage is drawing attention due to its recent financial disclosures and operational updates, which could influence investor sentiment. Meanwhile, Sable Offshore's activities are being watched for any signs of shifts in the energy sector. These companies are at the forefront of discussions as traders prepare for the day's market activities.

The Digital Chamberが主催する「DC Blockchain Summit」において、多数の米国議会議員と業界関係者がステーブルコインに関する立法の進捗について議論する予定だ。ティム・スコット上院銀行委員長に対し、関連法案の次回審議（マークアップ）の日程について質問が寄せられる見通しだ。業界関係者によると、現在、ステーブルコインの「利回り（イールド）」問題をめぐる協議は合意形成に近づいているという。Cody Carbone氏によると、規制案には、未使用のステーブルコイン残高に対する利回りの提供を禁止する一方、取引行動に基づく報酬メカニズムは認める内容が含まれる可能性があり、関係各者は今後1週間以内に解決策に合意する見通しだ。また、Thom Tillis氏とAngela Alsobrooks氏は主要な立法推進者と見なされており、両氏は預金口座から高利回りの暗号資産商品へ資金が流出することに対する銀行業界の懸念に留意を示している。業界関係者は、この2人の議員が法案の文言に合意すれば、ステーブルコインの利回りに関する論争は基本的に解決され、その後、規制の焦点はDeFiやトークンの分類などの問題に移ると見ている。（Cryptoinamerica）

The far-right political parties in France made significant gains in the first round of the municipal elections held on Sunday. Bloomberg posted on X, highlighting the increased support for these parties, which could influence the political landscape in the country. The elections, which are crucial for local governance, saw a notable shift in voter sentiment towards the far-right, reflecting broader trends in European politics. This development may have implications for future national elections and the overall political climate in France.

Hollywood has long been a significant force in cultural development. Bloomberg posted on X, raising questions about Paramount's recent decisions as it positions itself to become one of the largest and most influential movie studios globally. The studio's strategy involves engaging with figures associated with the #MeToo movement, sparking discussions about its implications for the industry. Paramount's actions are being closely watched as they may influence broader cultural narratives and industry practices.

Apollo Global Management is reportedly in negotiations to acquire a substantial minority stake in Syntegon Technology, according to individuals familiar with the situation. Bloomberg posted on X, highlighting the potential investment move by Apollo, a prominent private equity firm. Syntegon, a company specializing in processing and packaging technology, could see a shift in its ownership structure if the deal proceeds. The discussions are ongoing, and further details about the transaction have not been disclosed. Apollo's interest in Syntegon underscores its strategy to expand its portfolio in the industrial sector.

暗号資産の本質は消費財であり、これこそが通貨の起源である。

テザーは、単なるステーブルコイン企業から、伝統的な金融業界を揺るがす巨大勢力へと成長しつつある。

ザリガニブームにより、2026年の暗号資産取引は完全自動化の時代へと突入した。

中国は、エネルギー供給の回復力について自信を示しており、豊富な埋蔵量と国内生産力を背景に、現在進行中のイラン情勢による世界的な石油供給の混乱を乗り切れると主張している。一方、ドナルド・トランプ米大統領は、今月下旬に予定されている訪中を前に、戦略的に重要なホルムズ海峡の安全確保に向けた協力を北京側に求めている。

2026年3月の第1週、サンフランシスコの天気は変わりやすく、まさに今、AI業界で起きている激動の様相を彷彿とさせる。

オーストラリア上院経済立法委員会が、暗号資産プラットフォームを同国の金融サービス規制の対象とする新法案の可決を勧告したことを受け、同国はデジタル資産に関する包括的な規制枠組みの導入に向け、一歩前進した。

RWAプロジェクトは、真に優れたRWA資産を見つけるという一点にリソースを集中させるべきである。

オーストラリアの金融規制当局ASICは、ソーシャルメディアやAIを金融アドバイスとして過度に頼らないよう若年層の投資家に警告した。これらの情報源は信頼性が低く、リスクを伴う可能性があるためだ。ある調査によると、Z世代の23％が暗号資産を保有しており、その多くがインフルエンサーの投稿や短期的な投機に基づいて取引を行っていることが分かった。

これは単なる仮想通貨の取引の場ではなく、資産配分の場です。時代は変わりました。認識もそれに合わせていく必要があります。