2026年第1四半期、暗号資産市場は歴史的なデレバレッジの嵐に見舞われた。

Poland's Foreign Minister has emphasized the significance of the United States as Poland's most crucial partner in military cooperation. According to Jin10, this statement underscores the ongoing strategic alliance between the two nations. The collaboration is pivotal for Poland's defense strategy, reflecting the broader geopolitical dynamics in the region. The partnership with Washington remains a cornerstone of Poland's military policy, highlighting the importance of U.S. support in maintaining regional stability.

On February 26, Coinbob's popular address monitoring revealed that major holders of privacy coins ZEC, XMR, and DASH on Hyperliquid are experiencing substantial unrealized losses. According to BlockBeats, these investors have not yet opted to close their positions or exit the market. The largest loss is attributed to the biggest ZEC bull (address 0xcf9), who holds a leveraged long position with a scale of $5.03 million at an average price of $574. The current unrealized loss has reached $6.68 million, marking a 294% loss, with the liquidation price set at $142. The largest XMR bull (address 0xc17) maintains a relatively stable position with a 3x leveraged long position valued at $3.29 million, facing an unrealized loss of $350,000, or 32%, at an average price of $384. This address also holds ZEC long positions and has been consistently increasing its holdings to average down the ZEC and XMR positions. Meanwhile, the largest DASH bull (address 0xd47) holds a 5x leveraged long position worth $1.63 million, with an unrealized loss of $1.34 million, representing a 414% loss at an average price of $64. This address was previously known as the largest ZEC bear, having been deeply trapped in its positions.

イーサリアム上のPloutusプロトコルの流動性プール（0xD060…945D2）がオラクル設定の不備により攻撃を受け、約39万米ドルの損失が発生した。分析によると、このプールはUSDC価格を誤ってChainlinkのBTC/USDフィード価格に紐づけていたため、価格が大幅に乖離していた。攻撃者はこの脆弱性を悪用し、わずか8 USDCの担保で187 ETHを借り出した。オンチェーンデータからは、攻撃取引が設定変更の確認後最初のブロックで発生しており、攻撃者がパラメータ更新をリアルタイムで監視し即座に悪用した可能性が示唆されている。

Regulatory timing, infrastructure development, and marketplace integration were also discussed as key factors shaping the adoption curve for tokenized rewards and payments. source: https://catenaa.com/markets/cryptocurrencies/rain-and-uptop-explore-stablecoin-rewards-as-everyday-payments/

Bank of England Governor Andrew Bailey has initiated efforts to improve the movement of traditional currency across international borders. Bloomberg posted on X, highlighting Bailey's focus on enhancing the efficiency and reliability of cross-border transactions. This initiative aims to address existing challenges in the global financial system, ensuring smoother and more secure transfers of money between nations. Bailey's approach is part of a broader strategy to modernize financial infrastructure and support economic stability. The Bank of England is committed to collaborating with international partners to achieve these goals, emphasizing the importance of cooperation in the evolving financial landscape.

null source: https://x.com/cointelegraph/status/2026944830178275575

Hong Kong's leading property developer has announced an increase in its first-half profit, indicating a positive trend in the city's real estate market. Bloomberg posted on X that this growth reflects a broader recovery in Hong Kong's property sector, which has been gradually rebounding. The developer's financial performance highlights the resilience of the real estate market in the region, as it continues to recover from previous downturns. This development is seen as a positive sign for investors and stakeholders in the Hong Kong property market.

Kenya's shilling has demonstrated remarkable stability against the U.S. dollar over the past 18 months, trading within a notably narrow range. Bloomberg posted on X, highlighting the shilling's performance as one of the most stable currencies globally during this period. This stability is noteworthy given the volatility experienced by many other currencies in the face of global economic challenges. The shilling's consistent performance is attributed to various factors, including effective monetary policies and economic measures implemented by the Kenyan government. As a result, the currency has managed to maintain its value against the dollar, providing a sense of economic stability in the region. Analysts suggest that this trend may continue if current economic conditions persist, offering a positive outlook for Kenya's financial landscape.

BitgetはイノベーションゾーンとAIゾーンにFabric Protocol (ROBO)を上場します。入金チャネルは現在開放中、取引チャネルは2月27日18:00（UTC+8）に開放されます。

ZachXBT limits pre-announcing probes to curb leak-driven manipulation in prediction markets, as the CFTC and state regulators scrutinize insider trading. source: https://coincu.com/news/prediction-markets-see-scrutiny-amid-zachxbt-disclosure-curb/

ノースカロライナ州の米連邦捜査官は、国土安全保障調査局の支援を得て複数のウォレットを経由した資金の流れを追跡した結果、暗号通貨ロマンス投資詐欺に関連する6100万ドル相当のUSDTを押収した。テザー社は当局による資金凍結に協力しており、当該資金は現在没収の対象となっている。

市場の注目がジェーン・ストリート自体に向けられるようになると、同社自体も謎となった。

今日の暗号通貨相場全体の上昇を牽引したのは何か？Circleだ！Circleは『2028年のグローバル・インテリジェント危機』レポートの最大の受益者の一つかもしれない。

ブロックフィルズの共同創業者兼CEOであるニコラス・ハマーが、自身が築き上げた事業を静かに去った。シカゴ拠点の暗号資産貸付業者は、7500万ドルの損失と顧客出金の継続的な凍結に直面しており、この状況が2026年のデジタル資産信用市場における新たなストレス再燃への懸念を再燃させている。

AaveはDeFi分野で最大規模の貸付プロトコルである。ロックアップ価値は260億ドルに達し、年間収益は1億4000万ドルで、DeFi貸付市場の60%のシェアを占めている。

下半期の暗号資産市場は依然として期待できる。FRB議長の交代、関税変動の具体化、中間選挙といった要素が重なり、良好な反発が期待される。

韓国は、暗号資産インフルエンサーに対し、個人の保有資産とデジタル資産の宣伝で受け取った報酬の開示を義務付ける法案を導入した。この法律は投資家を保護し、非開示の宣伝行為を相場操作などの重大な金融犯罪と同様に扱うことを目的としている。

暗号市場、ETF、機関投資家、TradFi、人工知能、機関はまだ売るのか？これが暗号ETF資金フローの真実金色财经、AIはCryptoの資金を奪っているのか？

連邦裁判官は、xAI が OpenAI を相手取って起こした営業秘密侵害訴訟を却下し、イーロン・マスク氏の人工知能スタートアップ企業が、同社自体と元従業員による不正行為の疑惑との関連性を十分に立証できなかったとの判断を下した。