Bitcoin's network hashrate has experienced a significant increase of over 20% in the past two weeks. According to NS3.AI, this surge follows disruptions caused by a U.S. winter storm and regulatory challenges. The rebound is largely due to U.S.-based miners resuming operations despite recent price declines after Bitcoin temporarily surpassed $60,000. Consequently, a substantial rise in Bitcoin's mining difficulty is expected on February 20.

Toss is evaluating the possibility of acquiring an international cryptocurrency exchange, with a focus on platforms that operate institutional trading models. According to NS3.AI, the company has initiated discussions with several global exchanges, including a recent meeting with EDX Markets, based in the United States. Although no acquisition has been confirmed, Toss is actively seeking opportunities that align with the growth strategy of its blockchain division.

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。

The financial sector is closely monitoring the potential risks associated with the artificial intelligence (AI) boom. Bloomberg posted on X, highlighting concerns about whether the financial system can withstand a downturn in AI investments. As AI technology continues to expand rapidly, investors are pouring significant resources into the sector, raising questions about the sustainability of this growth. Experts are debating the implications of a possible bust in AI investments, which could lead to substantial financial losses. The current enthusiasm for AI has led to increased valuations and investments, but some analysts warn that a correction could have widespread effects on the economy. The financial system's ability to absorb potential losses from an AI downturn is under scrutiny. Analysts are assessing the resilience of banks and financial institutions in the face of a possible decline in AI-related assets. The situation is reminiscent of previous tech bubbles, where rapid growth was followed by significant market corrections. As the AI sector continues to evolve, stakeholders are urged to consider the long-term impacts of their investments. The focus remains on ensuring that the financial system is prepared to handle any adverse outcomes from the AI boom, maintaining stability and minimizing risks.

Bitcoin's price saw an increase after the release of the U.S. jobs report, which highlighted limited employment growth across various sectors despite a robust headline figure. According to NS3.AI, the market initially experienced 'extreme fear,' but the subsequent rise in Bitcoin's value suggests a fundamental resilience. This development indicates that investors might be cautiously optimistic about Bitcoin's short-term outlook amid the mixed economic indicators.

EcoHash has announced significant company developments, including institutional financing and management investment. According to ChainCatcher, the company has secured a $10.5 million investment from EWCL. Additionally, Chairman Xin Jin and Director Chang-Wei Chiu have agreed to contribute a total of $65 million in personal investments. The company has established a wholly-owned subsidiary, EcoHash Technology LLC, in Dallas to serve as the global hub for its AI operations. Jack Jin, former head of Zoom's infrastructure, has been appointed as CTO to oversee the development of a large-scale GPU cluster management platform. EcoHash has also taken steps to deleverage by adjusting its BTC holdings to repay loans, thereby strengthening its balance sheet. The company has converted some static assets into liquid funds, ensuring financial sustainability during its transition. This, along with the new financing, will support the development of AI computing infrastructure and software orchestration platforms.

Several important economic indicators are set to be released today. Bespoke Investment Group posted on X that at 8:30 AM (ET), data on initial jobless claims and continuing jobless claims will be made available. Later, at 10 AM, existing home sales figures will be published. These indicators are closely watched as they provide insights into the current state of the economy.

Artificial intelligence has been a significant topic in the stock market recently. Bloomberg posted on X, highlighting that despite the buzz surrounding AI, OpenAI has been notably missing from the conversation. The company, known for its advancements in AI technology, has not been a focal point in the current market discussions. This absence is intriguing given OpenAI's influence and contributions to the field. The reasons behind this lack of attention remain unclear, prompting speculation among market analysts and investors.

Scott Melker, host of The Wolf Of All Streets Podcast, posted on X, highlighting a positive data point regarding government actions. The government is reportedly firing employees deemed unnecessary to cut costs. This move is seen as a strategic effort to streamline operations and improve efficiency. The decision reflects a broader trend of cost-cutting measures in various sectors.

Thames Water is seeking further emergency funding from its creditors as discussions over a rescue package continue. Bloomberg posted on X, highlighting the ongoing financial challenges faced by the utility company. The negotiations have been extended as Thames Water attempts to secure the necessary funds to stabilize its operations. The company has been under financial strain, prompting the need for additional support from its creditors. The outcome of these talks will be crucial for Thames Water's future financial health.

The Wall Street Journal reports that a U.S. military spokesperson confirmed a collision between a destroyer and a supply ship during a refueling operation in the Caribbean. According to Jin10, the incident involved the Arleigh Burke-class destroyer USS Truxtun and the Supply-class fast combat support ship USNS Supply. Two individuals sustained minor injuries and are in stable condition, while both vessels are reported to be safe for continued navigation. Colonel Emmanuel Ortiz of the U.S. Southern Command stated that the cause of the collision is currently under investigation, and the exact location has not been disclosed. The USS Truxtun departed from its home port in Norfolk, Virginia, on February 6 for a scheduled deployment, while the USNS Supply was already on a mission in the Caribbean. The collision occurred within the Southern Command's area of responsibility, which includes the Caribbean Sea and parts of the South Atlantic and South Pacific Oceans.

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。

タイはビットコイン（BTC）を含むデジタル資産を、デリバティブおよび資本市場における原資産として承認した。これは同国が暗号資産を規制する手法において重要な転換点となる。

この措置により、健全な信用状況と担保を備えた証拠金取引顧客が仮想資産取引により積極的に参加するよう促され、リスク管理可能な枠組みのもとで香港市場の流動性が向上する見込みである。

《通知》はRWAトークン化を新たな証券活動と定義し、クロスボーダーRWAトークン化をクロスボーダー証券活動と位置づけた。これは中国本土と香港の両方でライセンスを持つ証券仲介機関が恩恵を受ける可能性を示唆している。