China's Vice Minister of Commerce, Sheng Qiuping, announced plans for the upcoming nine-day Lunar New Year holiday, focusing on boosting consumer spending through special activities and promotions. According to RTHK, the government, in collaboration with various departments, will offer 'New Year gift packages' and discounts in dining, accommodation, and shopping sectors. Additionally, local authorities are set to increase subsidies for trade-ins during the holiday, with a budget of 2.05 billion yuan allocated for consumer vouchers, subsidies, and red envelopes to benefit consumers. Sheng highlighted that this year's holiday is the longest in history, providing an ideal opportunity for people to purchase New Year goods and travel. The initiatives are considered high-value policies aimed at stimulating holiday consumption. Prize invoice activities will be conducted in 50 pilot cities, with over 1 billion yuan in prizes available. Consumers in these cities who spend over 100 yuan can participate in a lottery, offering tangible benefits. Sheng also extended an invitation to international tourists to visit during the Lunar New Year, promising improvements in payment environments, including bank cards, mobile payments, and cash. Over 10,000 tax-free stores will offer a variety of quality products, with foreign tourists enjoying an additional 10% discount on purchases. Yang Mu, Director of the Department of Market Operation and Consumption Promotion, noted that the online New Year goods festival, which began last month, has seen various activities launched by e-commerce platforms and brands. As of the past Sunday, national online retail sales exceeded 989.7 billion yuan, with online dining and travel services growing by over 11% and 5%, respectively, fueling the New Year consumption trend.

A prominent Shanghainese dining chain in China has unexpectedly closed 10 of its outlets in Shanghai, reflecting the ongoing consumption downturn in the country. Bloomberg posted on X, noting that the closures have stirred discontent among patrons, occurring just days before the Lunar New Year celebrations. The sudden shutdown underscores the challenges faced by businesses amid China's economic slowdown, impacting consumer spending and business operations. The timing of the closures, coinciding with a major holiday period, has heightened public reaction and concern over the broader economic implications.

The European Union has decided to exempt one of Volkswagen's electric vehicles, manufactured in China, from significant import duties. Bloomberg posted on X, highlighting that this marks the first approval under a new framework designed to ease trade tensions. The exemption is part of a broader strategy to improve economic relations between the EU and China, focusing on reducing barriers and fostering cooperation in the automotive sector. Volkswagen's move is seen as a significant step in enhancing its presence in the European market, leveraging China's advanced manufacturing capabilities. This development comes amid ongoing discussions about trade policies and their impact on international commerce. The EU's decision reflects a shift towards more collaborative approaches in addressing trade challenges, aiming to balance economic interests with geopolitical considerations. As the automotive industry continues to evolve, such measures are expected to play a crucial role in shaping future trade dynamics.

Tokenization firms warn the EU’s DLT Pilot constraints risk pushing liquidity to the US and urge rapid technical reforms to preserve competitiveness. source: https://catenaa.com/markets/cryptocurrencies/tokenization-firms-urge-eu-to-amend-dlt-pilot-to-retain-market-activity/

ゴールドマン・サックスが米国証券取引委員会（SEC）に提出した13F報告書によると、2025年12月31日時点で同機関は各種ビットコイン現物ETFを合計2120万株保有しており、総額は約10億6000万ドルに上る。保有数量は第3四半期比39.4％減少した。同時に、同機関は約4070万株のイーサリアム現物ETFを保有しており、価値は約10億ドルで、保有数は前期比27.2％減少した。さらに、ゴールドマン・サックスは第4四半期にXRPとソラナの現物ETFのポジションを新たに追加した。昨年末時点で、同機関は1億5220万ドル相当のXRP現物ETFと1億890万ドル相当のSolana現物ETFを保有している。暗号資産市場は昨年第4四半期に全体的に下落し、ビットコイン価格は9月末の11万4000ドルから年末には約8万8400ドルまで下落、イーサリアム価格は4140ドルから2970ドルまで下落した。

It held $1. 06 billion in spot bitcoin ETFs and $1 billion in spot Ethereum ETFs as of the end of last year, according to its 13F filing. source: https://www.theblock.co/post/389332/goldman-sachs-trims-bitcoin-etf-exposure-q4?utm_source=rss&utm_medium=rss

The White House has made adjustments to its factsheet concerning the US-India trade agreement, specifically removing references to pulses and altering the language related to digital services. Bloomberg posted on X, highlighting these changes as part of ongoing diplomatic and trade discussions between the two nations. The revisions come amid efforts to strengthen economic ties and address trade imbalances. The updated factsheet reflects a shift in focus towards broader economic cooperation and digital trade, aligning with current global trade trends. The modifications underscore the importance of adapting trade agreements to evolving market conditions and technological advancements. The White House's actions are seen as a strategic move to enhance bilateral relations and foster mutual economic growth.

FountainVest Partners is reportedly exploring the possibility of selling the franchise operator of Papa John's and Dairy Queen in China, according to individuals familiar with the situation. Bloomberg posted on X, indicating that the private equity firm is evaluating options for its investment in the restaurant chains. The potential sale comes as FountainVest Partners seeks to capitalize on its holdings in the Chinese market, where both Papa John's and Dairy Queen have established a significant presence. The move could attract interest from various investors looking to expand their footprint in the region's fast-food industry. FountainVest Partners has been involved in the management of these franchises, contributing to their growth and adaptation to local consumer preferences. The decision to consider a sale aligns with the firm's strategy to optimize its portfolio and maximize returns. While details regarding the valuation or potential buyers have not been disclosed, the development highlights the dynamic nature of the food and beverage sector in China. The market continues to evolve, driven by changing consumer tastes and increasing demand for international brands. The outcome of FountainVest Partners' deliberations remains uncertain, but the potential sale underscores the ongoing interest in China's lucrative franchise market. As the situation unfolds, stakeholders will be closely monitoring any updates regarding the future of Papa John's and Dairy Queen operations in the country.

Worldcoin's parent company, Tools for Humanity, is experiencing significant leadership changes. According to PANews, Chief Architect and Security Officer Adrian Ludwig and Chief Legal and Privacy Officer Damien Kieran have recently departed. Following their exit, heads of the company's protocol, personnel, talent, and product departments have also left. CEO Alex Blania has appointed several interim executives to fill key roles, as indicated by internal Slack messages. Former employees attribute the turnover to issues with company culture and leadership style. These changes occur as the company faces regulatory hurdles in Kenya and parts of Europe over its biometric data collection practices. Meanwhile, Sam Altman and Alex Blania have founded Merge Labs, a company focused on brain-machine interface technology, raising concerns about their commitment to leadership at the identity verification startup.

OpenAI has introduced a tailored version of ChatGPT on the U.S. Department of Defense's GenAI.mil platform, enhancing military access to advanced generative AI technologies. According to NS3.AI, the system is sanctioned for unclassified use and includes measures to safeguard sensitive data. However, experts caution that excessive dependence on the technology could lead to security vulnerabilities, particularly with classified information. The Pentagon is progressing in AI integration across military networks, striving to balance innovation with careful attention to data security.

TON財団は、Telegramミニアプリ内でアプリを離れることなく、また別途ウォレットを使用せずに、トンコインとUSDTで直接支払いができる新たな決済ツール「TON Pay」をリリースしました。このシステムは、ほぼ瞬時の取引と1セント未満の手数料により、アプリ内での暗号資産決済をより迅速かつ低コストにすることを目指しています。

英国の金融監督当局は、主要なソーシャルメディア企業に対し、仮想通貨取引所HTXを英国ユーザーから遮断するよう要請した。これは、広告規則を無視していると非難される仮想通貨企業に対する規制当局の苛立ちが高まっていることを示す、異例の強硬な措置である。

ビットコインの動向は、もはや「仮想通貨業界内部の論理」だけで説明できるものではない。それはますます鏡のようになり、世界的な流動性の流れ、テクノロジーの物語、そして異なる資産クラス間の相対的な力関係の推移を映し出している。

私たちは最もコストパフォーマンスに優れたトークンを生産し、アプリケーション爆発の時代を迎えます。

米連邦準備制度理事会（FRB）の短期金利操作は効果的だが、長期金利とインフレの動向は複雑だ。金融化がバブルと不平等を助長し、金融政策のジレンマが顕在化している。

本稿では、米国二つの政権下における暗号資産規制の具体的な法規・政策を整理し、代表的な事例を通じて政策差異の背景にある論理と影響を分析し、米国暗号資産規制の変遷の軌跡を明確に示す。

AI暗号プロジェクトは真偽を見極める必要がある。現在のAIエコシステムは必ずしもブロックチェーンに依存しておらず、トークン発行ブームにはバブルリスクに警戒すべきだ。投資家は理性的に観察すべきである。

金色财经は暗号通貨とブロックチェーン業界の朝刊『金色早8点』第2964号を発行し、最新かつ最速のデジタル通貨とブロックチェーン業界ニュースをお届けします。

注目すべきは、取引規模が急速に拡大する一方で、予測市場はインフラの安全性、コンプライアンスの一貫性、そして長期的な持続可能性の面で依然として顕著な課題に直面していることである。

ビットコインは高度に複雑な形で世界の資本市場に組み込まれており、将来逆圧力が生じた際には、上昇トレンドはこれまで以上に急峻なものとなるだろう。