Robinhood Marketsは2026年2月の運営データを発表した。2月末時点で、同プラットフォームの資金口座保有者数は2740万人となり、前月比で約14万人増、前年同月比で約174万人増となった。プラットフォームの総資産規模は3140億ドルで、前月比3％減、前年同月比68％増となった。取引面では、2月の株式取引高は1,944億ドルで、前月比14％減、前年同月比36％増となった。オプションの約定数は1億8,030万枚で、前月比10％減、前年同月比9％増となった。暗号資産の取引高は250億ドルで、前月比9％増、前年同月比74％増となった。このうち、Robinhoodアプリの暗号資産取引高は94億ドルで前月比8％増、Bitstampの取引高は156億ドルで前月比10％増となった。さらに、Robinhoodの2月の純預金残高は56億ドル、過去12ヶ月間の累計純預金残高は678億ドルとなった。信用取引残高は172億ドルで、前年同期比で98％の大幅な増加を示した。全体的なデータからは、株式取引の活況がやや鈍化したものの、暗号資産の取引量は依然として堅調な伸びを維持していることがうかがえる。

The Kremlin has expressed its stance on the ongoing peace talks concerning Ukraine, highlighting that U.S. negotiators currently have different priorities. According to Jin10, the Kremlin noted that the workload of American representatives is substantial, which may impact their focus on the negotiations. The statement underscores the complexities involved in the diplomatic efforts to address the conflict in Ukraine. The peace talks aim to find a resolution to the ongoing tensions, but differing priorities among international negotiators pose challenges to reaching a consensus.

South Africa is actively exploring new energy supply options to address its ongoing power crisis. Bloomberg posted on X, highlighting the government's efforts to secure alternative sources of energy. President Cyril Ramaphosa's administration is engaging in discussions to diversify the country's energy supply and reduce reliance on its current sources. This move comes as South Africa continues to face challenges in meeting its energy demands, which have led to frequent power outages and economic disruptions. The government aims to stabilize the energy sector and ensure a reliable power supply for its citizens and industries. These efforts are part of a broader strategy to enhance energy security and support economic growth in the region.

MetaplanetのCEOであるSimon Gerovich氏は、Xプラットフォームへの投稿で、同社がmNAV条項付きの「ムービング・ストライク・ワラント（Moving Strike Warrants）」を1億口発行したと発表した。この仕組みでは、新株1株の発行ごとに株主価値が向上することを確実にするため、同社の株価がmNAVの1.01倍を上回った場合にのみ、ワラントの行使が認められるよう設計されている。サイモン・ゲロヴィッチ氏は、この仕組みにより、ビットコイン購入のために約2億3400万ドルの追加資金を調達できる見込みであり、1株当たりのBTC保有量が増加する場合にのみ行使がトリガーされると述べた。

The UK's inflation measurement basket is set to include non-alcoholic beer, reflecting changing consumer preferences. Bloomberg posted on X, highlighting this update as part of the annual review conducted by the Office for National Statistics (ONS). The inclusion of non-alcoholic beer is indicative of its growing popularity among consumers, aligning with broader trends towards healthier lifestyle choices. The ONS regularly updates the basket of goods and services used to calculate inflation, ensuring it accurately represents current spending habits. This year's changes also include the addition of frozen berries and men's loungewear, while items such as envelopes and hi-fi systems have been removed. The basket is crucial for calculating the Consumer Prices Index (CPI), which is a key indicator of inflation in the UK. The CPI influences economic policy and interest rates, impacting both consumers and businesses. By updating the basket, the ONS aims to provide a more accurate reflection of the cost of living and spending patterns. The decision to include non-alcoholic beer comes amid a rise in demand for alcohol-free alternatives, driven by health-conscious consumers and changing social attitudes towards alcohol consumption. This shift is part of a broader trend observed in various markets, where healthier options are gaining traction. Overall, the annual review of the inflation basket highlights the dynamic nature of consumer behavior and the importance of adapting economic measures to reflect these changes. The updated basket will be used in future calculations to ensure the CPI remains relevant and accurate.

The Social Democratic Party (SPD) faction in the German Bundestag has firmly opposed UniCredit's attempt to acquire Commerzbank. According to Jin10, the SPD has expressed significant concerns over the potential acquisition, citing issues related to national interest and financial stability. The party's stance reflects broader apprehensions within Germany about foreign takeovers of key domestic financial institutions. The SPD's opposition could influence the regulatory review process and impact the future of the proposed deal. The acquisition attempt by UniCredit, an Italian banking group, underscores the ongoing consolidation trends within the European banking sector.

Iran's Foreign Ministry spokesperson announced that the Iranian armed forces will disclose every target they have attacked, specifying which targets were not hit. According to Jin10, this statement was reported by Iran's SNN news agency. The announcement comes amid heightened tensions in the region, with Iran seeking to clarify its military actions and intentions.

Venezuela's oil production experienced a significant decline in January, dropping by 21% to 780,000 barrels per day. Bloomberg posted on X, highlighting the challenges faced by the country's oil industry. The decrease in output reflects ongoing issues within Venezuela's energy sector, which has been struggling with various operational and economic difficulties. This reduction in oil production could have broader implications for the country's economy, which heavily relies on oil exports as a primary source of revenue. The decline underscores the need for strategic measures to address the underlying problems affecting the industry.

PhonePe has announced a temporary halt to its plans for a public market debut. Bloomberg posted on X that the company intends to resume the process once global capital markets show signs of stabilization. The decision comes as a response to the current volatility in financial markets, which has prompted the company to reassess its timing for entering the public sphere. PhonePe remains committed to its growth strategy and will continue to monitor market conditions closely before proceeding with its initial public offering.

Israel has intensified its military deployment in southern Lebanon in response to an increase in cross-border rocket attacks by Hezbollah. Bloomberg posted on X, highlighting the growing tensions in the region. The escalation follows a series of exchanges between the two sides, raising concerns about potential further conflict. The Israeli military's actions aim to bolster security and deter further aggression from Hezbollah, which has been launching rockets into Israeli territory. The situation remains tense as both parties continue to engage in military maneuvers, with international observers closely monitoring developments.

RWAプロジェクトは、真に優れたRWA資産を見つけるという一点にリソースを集中させるべきである。

オーストラリアの金融規制当局ASICは、ソーシャルメディアやAIを金融アドバイスとして過度に頼らないよう若年層の投資家に警告した。これらの情報源は信頼性が低く、リスクを伴う可能性があるためだ。ある調査によると、Z世代の23％が暗号資産を保有しており、その多くがインフルエンサーの投稿や短期的な投機に基づいて取引を行っていることが分かった。

これは単なる仮想通貨の取引の場ではなく、資産配分の場です。時代は変わりました。認識もそれに合わせていく必要があります。

今回の暗号資産市場の独自の動きを侮ってはならない。もし今後、BTCが米国株の下落傾向と鮮明な対照を成し続けるならば、暗号資産市場全体のストーリーが変化する可能性がある。

人工知能、315が「AIポイズニング」を暴露――莆田からシリコンバレーへと広がるビジネス　金色財経は、315においてGEOを基盤としたビジネスを暴露した。

2024年、ステーブルコインの年間取引高は27.6兆ドルに達した。同年、世界全体の決済額に占めるその割合は、2023年や2022年と同様、依然として1%にとどまった。絶対値は爆発的に増加しているにもかかわらず、相対的なシェアは微動だにしない。

Aaveは、流動性が極端に低かったため、あるユーザーがトークンのスワップで約5,000万ドルの損失を被ったことを受け、「Aave Shield」と呼ばれる機能を追加する。このトレーダーは、いくつかの警告が表示されていたにもかかわらず取引を確定させた結果、約3万6,000ドル相当のトークンしか受け取ることができなかった。

DeFi、DeFiのリスク管理体制　金色財経、クレジット分野にはより充実したリスク管理インフラが必要だ。

一般に「CLARITY法」として知られる「米国デジタル資産市場構造明確化法」は、ステーブルコインの規制や分散型金融（DeFi）の保護を巡る意見の相違により、4月の重要な期限を目前に法案が頓挫する恐れがあることから、議会内で圧力が高まっている。

今回のサイクルにおいて、BTCオプションの未決済建玉残高は長期にわたり400億～500億ドル規模で推移しており、多額の資金がオプションを通じて市場の方向性を示すことで、オプションの構造はBTCの短期的な価格動向を左右する重要な要因となっており、価格変動にもより深い影響を及ぼしている。