Indian investors allocated more funds to gold exchange-traded funds (ETFs) than to equity mutual funds in January, marking an unusual shift in investment preferences. Bloomberg posted on X, highlighting the sustained demand for bullion among Indian investors. This trend reflects a growing interest in gold as a safe-haven asset amid economic uncertainties. The shift comes as investors seek stability in their portfolios, with gold traditionally seen as a hedge against inflation and currency fluctuations. The increased investment in gold ETFs suggests a cautious approach by investors, prioritizing security over potential higher returns from equities. Analysts note that this trend may continue if economic conditions remain volatile, as gold often performs well during periods of financial instability. The preference for gold ETFs over equity mutual funds indicates a broader sentiment of risk aversion among investors. This development is significant in the context of India's investment landscape, where equity mutual funds have typically been favored for their growth potential. The crossover in January underscores the changing dynamics in investor behavior, driven by global economic factors and domestic market conditions. As investors navigate these uncertain times, the demand for gold ETFs may persist, reflecting a strategic shift towards more conservative investment options. This trend highlights the importance of monitoring market conditions and adjusting investment strategies accordingly.

Global asset manager Keppel has successfully obtained a $125 million investment from the Asian Infrastructure Investment Bank (AIIB) to bolster its private credit strategy. Bloomberg posted on X, highlighting the significance of this financial move for Keppel's growth and expansion in the private credit sector. The investment aims to enhance Keppel's ability to provide financing solutions across various industries, supporting infrastructure development and economic growth in the region. This strategic partnership with AIIB is expected to strengthen Keppel's position in the market, enabling it to leverage new opportunities and expand its reach. The collaboration underscores the increasing importance of private credit strategies in driving sustainable development and fostering economic resilience. Keppel's focus on private credit aligns with broader trends in the financial industry, where alternative investment strategies are gaining traction among institutional investors. The AIIB's investment reflects confidence in Keppel's expertise and potential to deliver impactful financial solutions. As Keppel continues to advance its private credit initiatives, the partnership with AIIB is poised to play a pivotal role in shaping the future of infrastructure financing in Asia.

TRM Labsの新たな調査によると、中国語圏の暗号資産保証サービス「シンビ」は、大規模な取締りやプラットフォーム禁止措置にもかかわらず、179億ドル相当のブロックチェーン取引量を処理したと報じられている。

The Ethereum co-founder has outlined a four-quadrant Ethereum-AI buildout spanning private AI use, agent markets, and governance. source: https://decrypt.co/357575/vitalik-buterin-ethereum-led-alternative-race-for-agi

Retail investors experienced gains from the rise in gold and silver prices between 2022 and early 2024. According to NS3.AI, many investors purchased coins from retailers such as Costco and Walmart. However, following a significant market downturn in early 2024, coin shops are now inundated with metal coins and have begun restricting purchases to manage their capital. Despite the recent market fluctuations, investors who acquired precious metals over the past year have generally seen substantial profits.

韓国上場企業パラタクシス・コリア（288330.KQ）がビットコインを50枚追加購入した。現在同社のビットコイン保有総数は200枚となり、ビットコイン保有ランキングで86位に位置している。（BitcoinTreasuries.NET）

Tether has destroyed 3.5 billion USDT on the Ethereum mainnet. According to PANews, this action was detected by Whale Alert approximately an hour and a half ago.

イーサリアムL2、ETH、レイヤー2、アルトコイン、ヴィタリック・ブテリン、ヴィタリック自身がL2を否定　アルトコインに救いはあるのか？ゴールデンファイナンス、アルトコインのサバイバルゲーム。

Royal Philips has set a goal to achieve an operating margin in the mid-teens by 2028. Bloomberg posted on X, highlighting the company's efforts to move past the expensive recall of its sleep apnea devices. The medical technology firm is focusing on improving its financial performance following the challenges posed by the recall. Philips is implementing strategies to enhance its operational efficiency and profitability over the coming years. The company is committed to restoring its reputation and financial stability as it navigates the aftermath of the recall incident.

The crypto market’s volatility is just “part of the game,” says the Federal Reserve’s Chris Waller, who said traditional finance may have added to the recent market drop. source: https://cointelegraph.com/news/fed-waller-crypto-hype-fading-tradfi-tie-ins?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

『金持ち父さん貧乏父さん』の著者ロバート・キヨサキはXプラットフォームで、金とビットコインのどちらが優れた投資先かと問われた際、資産の分散化を図るため金・ビットコイン・銀の組み合わせを推奨すると述べた。ただし、いずれか一つを選ばねばならない場合、彼はビットコインを選択すると明言した。キヨサキ氏は、金は理論上無限であり、金価格が上昇すれば鉱山労働者がより多くの金を採掘すると指摘。一方ビットコインは供給上限が2100万枚に設定されており、供給量を増やすことができないため、理論上ビットコイン価格は上昇を続けるべきだと述べた。さらにキヨサキ氏は米ドルの見通しについて悲観的な見解を示し、法定通貨で貯蓄する人々が最大の敗者となる可能性があると指摘。自身が600枚の銀製アメリカ・イーグルコインを購入済みであることを明かし、現在の銀現物価格は1オンスあたり約82ドルだが、2026年までに1オンス200ドル以上に上昇すると予測している。

Eight Roads, a venture capital firm supported by Fidelity Investments' billionaire Johnson family, has decided to pause its plans to sell stakes in numerous Chinese technology companies. Bloomberg posted on X that this decision comes as geopolitical tensions ease and the valuations of these firms show signs of improvement. The firm had initially considered divesting its holdings due to the challenging geopolitical climate and fluctuating market conditions. However, the recent stabilization in these areas has prompted a reassessment of their strategy. Eight Roads' decision reflects a broader trend among investors who are cautiously optimistic about the Chinese tech sector's potential for recovery and growth. The firm continues to monitor the situation closely, balancing the risks and opportunities presented by the evolving market landscape.

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。

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。