BTC、仮想通貨、機関投資家が大幅な損切り　BTCが200週移動平均線を割り込む　金色財経、BTCの下落が止まらず、再び6万1000ドルの大台を脅かす。

The U.K. government raised its domestic crude oil price outlook, saying prices could remain around $100 per barrel until before 2028 even if the United States and Iran reach a peace agreement. According to Jin10, the government said it now expects energy supply in the Gulf region to take longer to recover. The new analysis warned that pressure on energy prices was higher than previously expected and that the global economic outlook was increasingly deteriorating. The U.K. government had previously expected supply in the Persian Gulf region to recover about six months after the end of the war, but it now said the recovery could take as long as 14 months.

Strategy founder and executive chairman Michael Saylor published an essay titled The Four Ideologies of Bitcoin, describing four major ideological groups within the current Bitcoin community. According to Odaily, Saylor categorized these groups as Bitcoin Maximalists, Bitcoin Capitalists, Bitcoin Technologists, and Bitcoin Fundamentalists. Saylor wrote that Bitcoin Maximalists emphasize Bitcoin’s position as the dominant digital currency network. He said Bitcoin Capitalists advocate integrating Bitcoin into global capital markets, the banking system, and corporate balance sheets. He added that Bitcoin Technologists support technical upgrades to improve scalability, privacy, and security. Saylor said Bitcoin Fundamentalists prioritize self-custody, decentralization, and the protocol’s immutability, aiming to prevent Bitcoin from being captured by institutions or regulatory forces. Saylor stated that Bitcoin has developed from a niche technical experiment into a global digital currency network and asset. He said that while different groups recognize Bitcoin’s importance, they differ on its development path, methods of expansion, and protection mechanisms. He argued that Bitcoin’s future success requires combining the four perspectives, including maintaining core characteristics such as scarcity, security, and decentralization, while also advancing institutional adoption, integration with capital markets, and higher-level innovation. Saylor added that Bitcoin can serve as personal money, corporate capital, bank collateral, a national reserve asset, and infrastructure for global financial markets.

The market capitalization of RWA chains edged up to $31.5 billion, while the number of holders surged 12%, but stablecoin transfer volume dropped 40%, reflecting a market pattern described as “user accumulation with depleted activity.” According to PANews, the Hong Kong Monetary Authority has set up an expert group on tokenized bonds, and four major banks including JPMorgan have jointly built a tokenized deposit network. The report also said Goldman Sachs has launched a tokenized real estate fund. PANews added that the global tokenization trend is accelerating alongside regulatory moves and increased institutional participation.

Polymarket Chief Marketing Officer Matthew Modabber transferred more than $2.5 million to over 800 people via a personal PayPal account between 2025 年 1 月 and 2026 年 2 月, Politico reported. According to Foresight News, about 24 identifiable influencers who received payments later posted Polymarket-related content on X more than 490 times in total, without disclosing paid promotional relationships. The recipients included content creators with differing political viewpoints, including conservative and progressive voices. Some posts presented Polymarket odds data using news-style wording such as “BREAKING” and “NEW.” A Polymarket spokesperson said working with influencers is part of the company’s routine business activities, but declined to comment on disclosure policies or questions about Modabber using a personal account for the transactions. The U.S. Federal Trade Commission requires influencers to disclose “material connections” with brands they promote.

China has tightened oversight of its 23 trillion yuan private fund industry, raising the bar for private fund registration and stepping up enforcement against illegal activities. According to RTHK, the China Securities Regulatory Commission said the move aims to reduce financial risks and encourage long-term “patient” capital to support tech-focused venture capital investments. The CSRC said regulators will set up a cross-agency monitoring platform to identify risks and misbehaviours, and will increase monitoring of government-backed funds’ operations. It also said it will clamp down on illegitimate cross-border flows, illicit fundraising and misappropriation of money. The announcement came two weeks after China launched a crackdown on cross-border investment and tightened capital controls, and follows clean-up efforts that began in 2023, including the deregistration of more than 5,000 private fund managers.

India’s economy grew 7.8% in the first quarter, exceeding the 7.3% median expectation, despite higher energy costs linked to the Iran war and a weaker rupee. According to Jin10, India’s Ministry of Statistics and Programme Implementation said the stronger-than-expected growth came even as external shocks weighed on the outlook. The report said India’s economy has faced pressure from a recent series of external disruptions, including additional U.S. tariffs and the follow-on effects of the Iran war, leaving prospects unclear. On Friday, the Reserve Bank of India announced measures aimed at attracting foreign capital, including expanding access to government bonds to encourage inflows and ease pressure on the rupee, while keeping interest rates unchanged. The government also removed capital gains tax for foreign investors on bond investments, seeking to shield the economy from an energy crisis shock associated with the Iran war.

ここ数ヶ月、暗号資産業界で最も盛り上がった話題は、「誰が米国株式市場をブロックチェーン上に移行できるか」という点に集約されていた。

決済、暗号資産市場、アフリカの決済市場構造のマクロ経済的要因　金色財経、なぜモバイル決済と暗号資産は銀行の届かない場所で急成長しているのか。

ドナルド・トランプ米大統領は、長年の盟友であり、現在連邦住宅金融庁（FHFA）長官を務めるウィリアム・J・パルテ氏を国家情報長官（DNI）代行に任命し、自身の最も忠実な支持者の一人を、米国の情報機関全体を統括する要職に据えた。

Zcash、Zcashが50%急落した背景：ZECは本当に「無限に発行」されるのか？最悪の場合、何が起こるのか？ 金色財経、この脆弱性はZECの全体的な無限発行にはつながらないが、依然として不確実性は残る。

ステーブルコインは、ニッチな暗号資産決済ツールとして分析すべきではない。企業金融の分野において、ステーブルコインは「プログラム可能な決済基盤」として、ますます中核的な位置づけを占めつつある。

韓国警察は、現実世界のイベントに対する仮想通貨賭けに関連した違法賭博の疑いで、「Polymarket」の利用者らを捜査している。当局は取引の追跡や利用者への事情聴取を行っており、法令違反が確認された場合は罰金が科される可能性がある。

ナイジェル・ファラージ氏が率いる「リフォームUK」は、著名な暗号資産億万長者2人から約700万ポンドの資金提供を受けたことで、英国で最も資金力のある政党となった。これは、政治運動におけるデジタル資産による富の影響力が拡大していることを浮き彫りにしている。

人工知能、人文科学はなぜAI時代のチャンスを逃したのか？ 金色財経、事実が証明しているように、規律の面では、現実が常に最後に作用するものだ。

ストラテジーが32ビットコインを売却したことを受け、ジム・クレイマー氏は強い反応を示し、この動きをビットコインの急落や市場への圧力の高まりと結びつけた。この売却、ETFからの資金流出の拡大、そしてストラテジーの損失拡大は、ビットコイン価格を支える上での同社の役割をめぐる議論を活発化させている。