1. モルガン・スタンレーのアナリスト：2つの鉱山企業が1年以内に150％超上昇の見込み；2. 日本株大幅高、バフェットの1日当たり含み益は約20億ドル；3. Polymarketにおける「2027年までに米イランが核合意に達する」イベント確率が44％に；4. ビットマインへの2億ドル投資後、MrBeastが若者向け銀行アプリ「Step」を買収；5. ビットマインがFalconXから再び2万ETH（4,107万ドル相当）を購入；6. 米商務長官ルトニック、エプスタイン文書に巻き込まれ両党から辞任圧力；7. Jump Tradingが流動性提供を対価にPolymarket株式取得を計画；8. SBFが米国の「政治的法執行」を批判する投稿、FTXは常に支払能力を維持と主張；9. CMEグループがADA、LINK、XLM先物およびミニ先物契約商品を上場；10. Sky Protocolが先週190万USDSを投じ3100万SKYを買い戻す。

Polymarketの取引データによると、Backpackのトークン発行初日にFDVが10億ドルを超える確率はわずか26%であり、市場は同取引所の最新資金調達噂における評価額をあまり認めていない。以前の情報では、関係者がBackpackが10億ドルの評価額で5000万ドルの資金調達を計画していると明かしていた。

Gold prices experienced a slight intraday decline, while silver prices rose significantly by 2.45%. According to NS3.AI, volatility indices for Bitcoin and Ethereum decreased, suggesting reduced market uncertainty. In the commodities market, both WTI and Brent crude oil prices increased by approximately 1.8-1.9%. Additionally, the USD/CNH and USD/JPY exchange rates saw slight upward movements.

The Kobeissi Letter posted on X. Silver inventories at the Shanghai Futures Exchange have reached a historic low, with available silver for delivery dropping to just 350 tonnes, the lowest level since 2015. This represents a significant decline of 88% from the peak of approximately 3,000 tonnes observed in January 2021. The tightness in the silver market has been intensified by substantial silver exports from China to London in 2025, which helped alleviate the global physical squeeze but further depleted local stocks. The physical silver market is experiencing one of its rare periods of tightness.

U.S. Securities and Exchange Commission (SEC) Commissioner Mark T. Uyeda addressed the 2026 Asset Management Derivatives Forum, focusing on the progress of implementing treasury clearing rules and the development of tokenization in securities markets. According to ChainCatcher, the SEC has approved the registration of two new clearing agencies, CME Securities Clearing and ICE Clear Credit, providing market participants with more clearing options. Data from the Office of Financial Research indicates that if the rules are implemented within the first eight months of 2025, U.S. global systemically important banks could potentially free up an average of $34.5 billion in balance sheet space. Regarding tokenization, Uyeda noted that the SEC has shifted from using enforcement as the primary means of expressing views, opting instead for regulatory guidance and exemption orders to promote limited-scope pilots. He emphasized that SEC rules should remain technology-neutral, focusing on outcomes rather than processes, while ensuring appropriate investor protection measures.

Bitcoin’s Fear & Greed sentiment indicator fell to its lowest ever level, leading some analysts to suggest that $60,000 was the bottom for BTC. Does historical data agree? source: https://cointelegraph.com/news/bitcoin-sentiment-hits-record-low-as-contrarian-investors-say-dollar60k-was-btc-s-bottom?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

関係者によると、Backpackは新たな5000万ドルの資金調達条件について協議中であり、評価額は10億ドルとされている。（Axios）

CoinDesk has refuted Jim Cramer's assertion that the U.S. government would purchase Bitcoin at $60,000. According to NS3.AI, there is currently no legal framework that permits such an action. Establishing a government Bitcoin reserve would necessitate congressional legislation, which is not present in any proposed bills. The federal government's Bitcoin holdings are primarily derived from criminal seizures, while certain state governments are contemplating legislation to maintain BTC reserves.

On Feb 10, 2026, 01:08 AM(UTC). According to Binance Market Data, Bitcoin has crossed the 70,000 USDT benchmark and is now trading at 70,115.992188 USDT, with a narrowed narrowed 0.31% decrease in 24 hours.

U.S. Treasury yields have decreased, with the yield spread between the 2-year and 10-year bonds reaching its widest in ten months. According to Ming Pao, the Golden Dragon Index has risen for three consecutive days, marking a one-week high. Meanwhile, U.S. stocks have climbed for two days, with the Dow Jones Industrial Average hitting new intraday and closing highs. The market is now anticipating a series of crucial data releases this week.

ナスダックのXアカウントがハッキングされ、偽のミメコイン「STONKS」を宣伝した。