ワシントンは、2026年に暗号通貨市場の構造に関する抜本的な法案を可決する時間が不足している。その理由は、ステーブルコインの利回り制限と、ドナルド・トランプ大統領の暗号通貨業界との深い金融的結びつきという、2つの爆発的な争点に関する交渉が停滞しているためである。

Crypto KOL Murphy posted on X that the Long-Term Holder Realized Profit/Loss Ratio (LTH-RPRL) for Bitcoin has fallen below 1 for the first time in this cycle, a situation last observed on May 9, 2022. Additionally, the Long-Term Holder Spent Output Profit Ratio (LTH-SOPR) is also below 1, indicating that long-term holders are not only experiencing losses but are also selling at a loss. For those who have not yet sold, each fluctuation in Bitcoin's price presents a growing psychological challenge, as the sensitivity of long-term holders to price changes has reached levels similar to those on November 29, 2014, November 3, 2018, and May 25, 2022. Historically, these points have been followed by events that exacerbated panic among long-term holders, marking the final phase of a bear market. Currently, the market sentiment is characterized by ignoring positive news and amplifying negative developments. Bitcoin appears to be increasingly desensitized to macroeconomic benefits, seemingly influenced by a mysterious force. This force is not controlled by any individual, institution, or entity but rather reflects a consensus issue among the majority of market participants. Historically, when the LTH-RPRL drops below 1, the probability of Bitcoin entering a prolonged bear market increases significantly. This phase is not defined by the depth of price drops but by the duration of the downturn. The final phase of a bear market is marked by extreme panic among long-term holders. The key indicator for this is the Entity-Adjusted Long-Term Holder Realized Loss (EA-LTH RL). The larger the scale, the greater the panic among long-term holders. On February 5, when Bitcoin fell to $60,000, the EA-LTH RL reached $680 million, surpassing the panic levels triggered by the LUNA crash in the previous bear market. Whether this marks the final phase of the bear market remains uncertain. However, if Bitcoin prices drop further and the EA-LTH RL decreases, it could signal the end. If not, as long as the LTH-RPRL remains below 1, opportunities will persist.

Naoki Tamura, a member of the Bank of Japan's Policy Board, stated that he has consistently believed Japan's neutral interest rate is at least around 1%. According to Jin10, Tamura emphasized that different measurement methods can lead to varying estimates of this rate. His comments highlight ongoing discussions about Japan's monetary policy and the challenges in determining the appropriate interest rate level. The neutral interest rate is a key factor in shaping economic policy, as it influences inflation and economic growth.

Bitcoin open interest falls to $34 billion as investor demand dries up and traders’ concerns shift to worrying US macroeconomic data. Is TradFi exiting BTC? source: https://cointelegraph.com/news/bitcoin-open-interest-hits-lows-not-seen-since-2024-is-tradfi-abandoning-btc?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

ブロックフィルズは、ビットコイン価格の急落と広範な市場ストレスを受けて、顧客の資金入出金を一時停止した。一部の顧客は取引を継続できるが、同社が流動性の回復に取り組む間、プラットフォームへの入出金は保留状態が続く。

Omnia platform combines traditional currencies, cryptocurrencies and stablecoins under single API source: https://www.blockhead.co/2026/02/13/lmax-group-launches-cross-asset-exchange-for-fx-and-digital-assets/

アナリストIT Techは木曜日のCryptoQuantレポートで、ビットコインの7日間平均実現損失が23億ドルに達したと指摘し、これは「ビットコイン史上最大級のパニック売り事件の一つであり、2021年の暴落、2022年のLuna/FTX崩壊、2024年半ばの調整と肩を並べる規模」だと述べた。「この損失規模は史上3～5位に入る」と同アナリストは付け加え、「ビットコイン史上、これほどのパニック売りが発生したのはごくわずかだ」と指摘した。」OKXの相場データによると、ビットコインは昨年10月の史上最高値12万6000ドル超から約50％急落し、現在は6万6600ドル付近で取引されている。2月6日には一時6万ドル台まで下落した後、やや回復している。

Naoki Tamura, a member of the Bank of Japan's (BOJ) Policy Board, emphasized the need for the central bank to avoid prematurely tightening monetary policy. According to Jin10, Tamura also highlighted the importance of preventing sustained inflation that cannot be described as 'moderate.' His comments reflect the BOJ's cautious approach to balancing economic growth with inflation control. The central bank continues to monitor economic indicators closely to ensure that any policy adjustments align with Japan's economic conditions.

Plume, a network focused on real-world assets (RWA), has entered into a strategic partnership with licensed digital asset platform EX.IO to facilitate the large-scale implementation of institutional-level RWA in Hong Kong. According to Foresight News, this collaboration aims to leverage Plume's on-chain asset infrastructure and ecosystem network alongside EX.IO's compliant trading system and local market resources. The partnership seeks to establish a comprehensive channel for issuance, compliance, and trading, enabling high-quality assets to efficiently enter the on-chain capital market. This initiative is expected to further solidify Hong Kong's position as a global hub for RWA and digital financial innovation.

Record Protocolを運営するYOAKE entertainmentは本日、320万ドル（約5億円）の資金調達を完了したことを発表した。本ラウンドはソニー・イノベーション・ファンド（Sony Innovation Fund、SIF）が単独でリード投資を行った。同時に、RecordはSony Block Solutions Labs Pte. Ltd.（SBSL）との協業関係をさらに深化させ、エコシステムへの重要な貢献者として、Soneiumの中核となる知的財産金融（IPFi）インフラとしての役割を加速させるとともに、音楽、映像、ゲーム、アニメなどの分野における幅広い実用化を推進する。

On February 13, a prominent trader has shifted their investment focus to U.S. technology stocks after closing significant positions in the Nasdaq index and copper, valued at $40 million. According to BlockBeats, the trader's current holdings amount to approximately $23.5 million, primarily concentrated in sectors related to storage and artificial intelligence. The trader's positions include a $9.31 million investment in Micron Technology (MU) with an average price of $379.993, yielding a profit of around $830,000. Additionally, they hold a $5.36 million position in NVIDIA (NVDA) at an average price of $192.858, currently incurring a loss of approximately $140,000. Their investment in Alphabet (GOOGL) stands at $4.63 million with an average price of $312.51, resulting in a loss of about $50,000. Lastly, the trader has a $3.19 million stake in SanDisk (SNDK) at an average price of $592.31, generating a profit of approximately $230,000. Previously, the trader was known for their significant investments in U.S. stocks and on-chain precious metals, notably being the largest long position holder in on-chain gold. They had heavily invested in the Nasdaq index and copper prices with a $40 million stake before transitioning their focus to the technology sector.

Crossmint, a company specializing in crypto API development, has introduced the OpenClaw open payment standard through lobster.cash. According to Foresight News, this initiative is backed by Crossmint, Visa Smart Commerce, Solana, Circle, and Stytch. Users can set permissions and approve transactions, with the proxy requesting necessary resources only when needed. Cards and stablecoins are protected by programmable security measures by default. The service is currently available for trial and is expected to be fully launched in the coming weeks.

金属市場の今回の売りは、株式市場のリスク回避と利益確定売りが重なったことで引き起こされ、アルゴリズムとCTA戦略が変動を加速させた。アナリストはこれはトレンドの反転ではないと指摘するが、短期的なボラティリティは大幅に上昇する見込みだ。

効率革命があらゆる業界を席巻しているが、根本的な問題がますます深刻化している：AIエージェントが生み出す莫大な価値は、いったい誰の手に渡っているのか？

金色财经が提供する暗号通貨・ブロックチェーン業界の朝刊『金色早8点』第2966号。最新・最速のデジタル通貨とブロックチェーン業界ニュースをお届けします。

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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。