イーサリアム財庫会社Bitmineの会長トム・リー氏はインタビューで、過去8年間だけでイーサリアムは7回にわたり60％超の下落を経験したが、いずれもその後急速な回復トレンドが伴ったと述べた。同氏は、こうした動きは通常、大幅な下落後に急反発するパターンを示していると指摘した。トム・リー氏はさらに、現在の暗号資産市場が底入れ局面にある可能性について言及し、一部市場の動向からその可能性が示唆されるとした。また、Strategyの直近約25%のリバウンドを観察要素の一つとして挙げた。同氏は、歴史的経験から、このような回復は通常、比較的速い回復特性を示すと述べた。（CNBC）

米国の財政赤字は短期的に変動するものの、長期的な傾向は悪化している。政策公約は具体的な行動に移さなければならず、さもなければ経済リスクを悪化させる。今後は成長と責任のバランスを取り、財政の安定を確保する必要がある。

Kalshi has ascended to the second position on the US Apple App Store's free apps chart, following closely behind ChatGPT. According to NS3.AI, this surge is likely driven by heightened interest in the Super Bowl. Polymarket reports a trading volume exceeding $700 million on the 'Super Bowl Champion' event, with Seattle currently holding a 75% probability of victory. This trend underscores the increasing retail interest in event-based prediction markets linked to major sports events.

Arthur Hayes has publicly wagered that the cryptocurrency HYPE will surpass the performance of any altcoin with a market capitalization exceeding $1 billion between February and July 2026. According to NS3.AI, this challenge comes amid criticism of HYPE's historical performance. The terms of the bet include a $100,000 donation to charity from the loser, directed to the winner's chosen cause.

The U.S. Federal Reserve is set to embark on a gradual approach to money printing, which is expected to mildly stimulate asset prices, according to economist and Bitcoin advocate Lyn Alden. According to Cointelegraph, Alden suggests that this strategy will not be as significant as the large-scale money printing anticipated by many in the Bitcoin community. In her February 8 investment strategy newsletter, Alden stated that her expectations align with the Federal Reserve's plans to expand its balance sheet at a pace similar to the growth of total bank assets or nominal GDP. She emphasized the importance of owning high-quality scarce assets while rebalancing away from overly euphoric areas towards under-owned sectors. U.S. President Donald Trump's nomination of Kevin Warsh as the next Federal Reserve Chairman has stirred reactions among market traders, who view Warsh as more hawkish on interest rates compared to other potential candidates. Interest rate policies have a significant impact on cryptocurrency prices, as expanding credit through increased money supply is generally seen as favorable for assets, while a contraction through higher interest rates can lead to economic slowdowns and lower prices. The upcoming Federal Open Market Committee (FOMC) meeting in March is not expected to result in an interest rate cut, with only 19.9% of traders anticipating such a move, down from 23% earlier. Current Federal Reserve Chairman Jerome Powell has provided mixed guidance on interest rate policies, despite having reduced rates multiple times in 2025. Powell highlighted the challenges of balancing inflation risks, which are tilted to the upside, against employment risks, which are on the downside. His term as chairman ends in May 2025, and Warsh's confirmation by the U.S. Senate remains pending, adding to investor uncertainty regarding interest rate policies in 2026.

Longer-dated Japanese government bonds (JGBs) experienced a decline following the landslide victory of Japan's Liberal Democratic Party (LDP) in the recent elections. Wall Street Journal (Markets) posted on X, highlighting the market's reaction to the political shift. The LDP's win is expected to influence Japan's economic policies, potentially affecting bond yields and investor sentiment. The election results have reinforced the LDP's position, allowing them to pursue their agenda with greater confidence. Analysts suggest that the party's policies may lead to changes in fiscal and monetary strategies, impacting the bond market. Investors are closely monitoring the situation, anticipating potential shifts in interest rates and government spending. The decline in longer-dated JGBs reflects concerns over possible adjustments in Japan's economic approach, as the LDP's victory could lead to increased government intervention in the economy. Market participants are evaluating the implications of the election outcome, considering how it might affect future bond performance and overall economic stability. As the LDP solidifies its control, the focus will be on how their policies will shape Japan's financial landscape. The bond market's response underscores the importance of political developments in influencing economic indicators and investor behavior.

Multicoin Capitalは暗号通貨業界の最新動向に基づき、暗号分野における8つの主要投資テーマを提示した。Multicoin Capitalは、これらのテーマが今後10年間で暗号通貨と許可不要金融の発展を牽引すると見ている。

Japan's real wages have decreased for the twelfth consecutive month, according to data released on Monday. This decline is attributed to nominal wage growth being slightly lower than the slowing consumer inflation. According to Jin10, after raising interest rates by 25 basis points to 0.75% in December, wage trends have become a crucial factor for the Bank of Japan in determining the timing of its next rate hike. As a key indicator of consumer purchasing power, inflation-adjusted real wages fell by 0.1% year-on-year in December. This continues the shrinking trend that began in January 2025, although the decline has narrowed to the lowest level in this contraction cycle. The annual data released on Monday shows that Japan's real wages fell by 1.3% in 2025. This marks the fourth consecutive year of decline since consumer inflation began exceeding the Bank of Japan's 2% target in 2022.

アメリカのスーパーボウル（Super Bowl）の影響か、Kalshiは米国Apple App Storeの無料ランキングでChatGPTに次ぐ2位となった。現在、Polymarketにおける「アメリカスーパーボウル優勝チーム」イベントの取引高は7億ドルを超え、シアトルの優勝確率は75%となっている。

Crypto KOL Simon Hayes posted on X. The analysis of Silver ($XAG) on both daily and monthly timeframes reveals potential short-term and long-term trends. On the daily chart, Silver is maintaining its position above the rising support line, which is currently between $68 and $66. If Silver continues to hold this support, it may consolidate for several weeks before resuming its upward trend, with resistance identified around $92. In a broader perspective, the monthly chart suggests longer-term possibilities. If the current bull run in precious metals concludes, Silver might experience a decline to test historic support levels between $50 and $48. Such a movement could unfold over several months or even years.

Arthur HayesはXプラットフォームで投稿し、Kyle SamaniがHYPEのパフォーマンスが不十分だとする発言に対し、賭けを提案した。アーサー・ヘイズは、2026年2月10日00:00 UTCから2026年7月31日00:00 UTCまでの期間において、HYPEの米ドル建てパフォーマンスがCoinGecko上で時価総額10億ドルを超えるいかなるアルトコインよりも優れていると予測している。敗者は勝者が指定する慈善団体に10万ドルを寄付する必要がある。

Oil prices experienced a decline as traders potentially adjusted their positions in response to ongoing developments in the Middle East. Wall Street Journal (Markets) posted on X, highlighting the impact of geopolitical tensions on the energy market. The situation in the region has led to uncertainty, prompting market participants to reassess their strategies. Analysts suggest that the fluctuations in oil prices are influenced by the complex dynamics of supply and demand, as well as the geopolitical landscape. The market is closely monitoring the situation, with potential implications for global energy supplies and economic stability. Traders are advised to stay informed about the evolving circumstances and adjust their positions accordingly.

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2962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。

ゴールデンウィークリーはゴールデンファイナンスが提供する週次ブロックチェーン業界総括コラムであり、週間重要ニュース、マイニング情報、プロジェクト動向、技術進捗などの業界動向を網羅しています。

分析会社によると、米国は現在約32万8000枚のビットコインを保有しており、その価値は230億ドルに上ると推定されている。

2026年2月6日、中国人民銀行は八つの部門と共同で【銀発〔2026〕42号】文書を再発表しました。市場では既に多くの解釈がなされていますが、本稿ではRWAと現在のオンチェーン市場の現状を結びつけ、より垂直的な分析を行いたいと思います。

「正の相関ビットコイン」こそが将来的に真に重要な方向性となる可能性があり、金利が上昇する際にビットコインも逆に上昇する。

詐欺、プロジェクト、投資、最新整理：12の資金逃亡または間もなく逃亡する資金調達スキーム詐欺ゴールデンファイナンス、注意。

伝統的な金融の証拠金ルールの脆弱性は、ビットコインの反脆弱性である。

多くの人がSolanaの最も熱心な伝道者と見なすカイル・サマニが、Multicoinの日常業務から一歩退き、AI、ロボット工学、ライフサイエンスなどの新技術分野に注力すると発表した。個人としての暗号資産投資は継続する。