CryptoQuantのキ・ヨンジュCEOは、2025年に3080億ドルの資金流入があったにもかかわらず、市場時価総額の向上につながらず、DAT戦略が機能不全に陥ったため、BTCは過剰な売り圧力に直面していると述べた。（Cointelegraph）

かつて投機主導だった暗号通貨業界は、今や機関レベルの金融インフラへと進化し、世界中の人々に向けたオープンソースモデルに似た金融インターネットの基盤となっている。

Pakistan has decided to participate in the T20 Cricket World Cup match against India, reversing its previous decision to boycott the game. Bloomberg posted on X that this change comes after significant diplomatic efforts by regional countries. The initial boycott was a result of political tensions, but recent negotiations have led to a resolution, allowing the match to proceed as planned. This development is seen as a positive step towards improving relations between the two nations, which have a long history of rivalry both on and off the cricket field. The decision is expected to be welcomed by cricket fans and officials who have been eager to see the two teams compete in the prestigious tournament.

On February 10, SK Group Chairman Chey Tae-won met with NVIDIA CEO Jensen Huang at a California restaurant to discuss high-bandwidth memory (HBM) supply and broader artificial intelligence business cooperation. According to Jin10, the meeting highlights ongoing efforts to strengthen ties between the two companies in the AI sector. Previously, reports indicated that Samsung Electronics plans to begin mass production of HBM4 as early as the third week of this month, which will be used in NVIDIA's next-generation AI computing platform, 'Vera Rubin.'

A recent report highlights that 34% of the fashion industry's profits are at risk due to climate inaction. Bloomberg posted on X, emphasizing the potential financial impact on the sector if environmental concerns are not addressed. The report suggests that the industry's failure to implement sustainable practices could lead to significant economic losses. The fashion industry, known for its substantial environmental footprint, faces increasing pressure to adopt eco-friendly measures. The report warns that without decisive action, the sector could experience a decline in profitability, affecting stakeholders across the supply chain. Experts urge companies to prioritize sustainability to mitigate risks and safeguard future earnings. The report calls for a shift towards sustainable materials and practices to reduce the industry's environmental impact. As climate change continues to pose challenges globally, the fashion industry must adapt to remain viable. The report serves as a wake-up call for businesses to integrate sustainability into their operations, ensuring long-term profitability and environmental responsibility.

Taiwan Semiconductor Manufacturing Co. (TSMC) experienced a significant increase in sales for January, marking the fastest growth in months. Bloomberg posted on X, highlighting that this surge indicates continued global investment in artificial intelligence, despite ongoing concerns about a potential industry bubble. The company's robust performance reflects the persistent demand for AI technologies, which has been a driving force in the semiconductor industry. TSMC's sales growth suggests that the market for AI-related products remains strong, even as some analysts warn of possible overvaluation in the sector. This development comes amid a broader context of fluctuating market conditions and varying forecasts for the tech industry. TSMC's ability to maintain growth in such an environment underscores its pivotal role in the global semiconductor supply chain. As the industry navigates these challenges, TSMC's sales figures provide a glimpse into the ongoing trends and potential future directions for AI and semiconductor markets.

According to the announcement from Binance, the platform is set to update the collateral ratio and Tiered Collateral Ratio for PM Pro concerning specific assets under Portfolio Margin. This adjustment is scheduled to take place on 2026-02-13 at 06:00 (UTC) and is expected to be completed within approximately 30 minutes. The assets affected by this update include W, SEI, RUNE, SSV, BB, 1INCH, COMP, KSM, AR, PYTH, CKB, KMNO, KNC, DUSK, ATA, MAV, SPK, YFI, HEI, and IOTA. The collateral ratios for these assets will be reduced, with W and SEI decreasing from 45% to 40%, and others like RUNE, SSV, BB, 1INCH, COMP, KSM, AR, PYTH, and CKB dropping from 35% to 30%. Additionally, KMNO, KNC, DUSK, ATA, MAV, SPK, YFI, HEI, and IOTA will see their collateral ratios decrease from 20% to 10%. For PM Pro assets, the collateral ratio adjustments will also affect the rank floor and cap in USD. For SSV, BB, and CKB, the rank floor will change from 90 to 100,000 USD, maintaining a 100% collateral ratio. The cap will adjust from 100,000 to 250,000 USD, with the collateral ratio decreasing to 80%. Further adjustments include a cap increase to 500,000 USD with a 50% collateral ratio, and a cap of 99,999,999,999 USD with a 10% collateral ratio. Binance advises users to closely monitor the Unified Maintenance Margin Ratio (uniMMR) to prevent potential liquidation or losses due to these changes. The collateral ratio impacts the uniMMR, and users should remain vigilant to manage their positions effectively.

Bangladesh's oldest political party has been barred from participating in the elections scheduled for this week, raising concerns about ongoing political instability in the country. Bloomberg posted on X, the party has urged its supporters to boycott the polls, claiming they lack credibility. The party's exclusion from the electoral process has sparked debates about the fairness and transparency of the upcoming elections. Observers are closely monitoring the situation, as the party's call for a boycott could impact voter turnout and the overall legitimacy of the election results. The political landscape in Bangladesh remains tense, with questions surrounding the democratic process and the future of political participation in the nation.

Lookonchainのモニタリングによると、新規作成されたアドレス（0x6C85）がHyperliquidに1288万USDCを預け入れ、20倍のレバレッジでETHのロングポジションを借り入れた。現在、このアドレスは16270ETHのロングポジションを保有しており、その価値は3338万ドルに相当する。

米証券取引委員会（SEC）委員のマーク・T・ウエダ氏は、証券のトークン化について見解を示し、SECの規則が技術進化において「不必要な障壁」を設けるべきではないと述べた。ウエダ氏は資産管理デリバティブフォーラムでの講演で、トークン化が理論的探求から初期実践段階に移行し、市場参加者が伝統的証券のオンチェーン発行・保有・譲渡方法をテストしていると指摘した。彼は、トークン化証券は依然として証券規制の適用範囲内であり、技術進歩によって開示義務、資産保管、投資家保護といった中核的な法的義務が変わったわけではないと強調した。Uyeda氏は、SECの役割は暗号資産専用の並行ルールを創設することではなく、既存の証券法をブロックチェーン環境に適合させることであり、不必要な摩擦を生むべきではないと述べた。同氏はSECが「技術中立」の原則を堅持し、具体的なプロセスではなく規制結果に焦点を当てていることを改めて表明した。Uyeda氏は特に、SECが最近「投資会社法」に基づく免除申請を受理したことを挙げ、「トークン化はもはや理論上の推論ではなく、現実のものとなりつつある」と指摘した。（The Block）

AIインテリジェント経済の各構成要素——決済、評判、アイデンティティ——はそれぞれ数か月かけて構築されてきた。OpenClawはそれらを接続する基盤となるかもしれない。

クリプト・ドットコムのCEOクリス・マルザレックは、約7000万ドルで希少価値の高いAI.comドメインを取得した。支払いは全額仮想通貨で行われた。

私たちは歴史上最も特異で非対称な時代の一つに生きている。今、唯一の正しい道は、時間軸を長く捉え、短期主義を完全に放棄することだ。

「怠け者のために生まれた」ローカルAIが、どうやってあなたのPCの主人になるのか？

ホワイトハウスが2月10日に開催したステーブルコイン政策会議は、『CLARITY法案』の膠着状態を打破する重要な一歩と見なされている。

モルガン・スタンレーは、FRBのバランスシート縮小は技術的には可能だが、そのプロセスは緩やかに進み、主に受動的な縮小に依存すると指摘した。逆レポがほぼ枯渇したため、今後の縮小は銀行準備金の減少としてより顕著に現れ、市場流動性に影響を与える可能性がある。

暗号通貨の非金融ユースケースは死んだのか？こうした結論は、中核理念を誤解しているだけでなく、我々が置かれた発展段階をも誤解している。暗号通貨の長期主義の現実とは、長い基盤整備期間を経て、その後急激な転換点を迎えることである。

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