人工知能企業Anthropicが300億ドルのシリーズG資金調達を完了し、ポストマネー評価額は3800億ドルに達した。GICとCoatueが主導し、D.E.Shaw Ventures、Dragoneer、Founders Fund、ICONIQ、MGXなどが共同でリードインベスターを務めた。Accel、Addition、JPモルガン、Sequoia Capital、Temasekなどが参加した。調達資金は研究の深化、製品イノベーションの継続、インフラ拡張のための十分なリソース確保に充てられる。

PolygonはXプラットフォームで、AIエージェントによる自律的な商業取引と決済を実現する「エージェント商業のスケール化」には摩擦の解消が必要であり、決済には即時性と予測可能なほぼゼロ手数料が求められると表明した。PIP-82提案では、Polygon x402プロモーターを通じて最大100万ドルのガス基本料金を回収し、エージェント間取引を加速させ、AIエージェントのコストをさらに削減することを提案している。PolygonはAgentic Commerce（エージェント型取引）分野で顕著なシェアを占め、複数の重要AIエージェント取引を処理してきた。例えばOpenClawはPolygon上で初の完全自律型AI間商業取引（自動出品・価格設定・交渉・成約・入金）を完了させている。

On February 13, Jin10 reported that CICC Wealth Management released an analysis of the fundamentals of precious metals, highlighting a strong bullish sentiment towards gold among major global institutions. According to Jin10, the consensus is driven by factors such as the normalization of geopolitical conflict risks, the ongoing global de-dollarization of assets, central banks purchasing gold, geopolitical risks, and a shift in gold pricing from a real interest rate framework to a credit risk hedging framework. From an investment perspective, a simple calculation suggests that the proportion of investable gold could exceed the 2011 peak of 3.6% between 2026 and 2028, with gold prices potentially rising to $5,100-$6,000 per ounce. Regarding silver, it is believed that after the gold-silver ratio is corrected to a range of 55-80, any excessive increase in silver prices may face policy suppression, reducing the risk of a squeeze. Silver is expected to primarily follow the trend of gold.

Ho Chi Minh City is taking measures to address noise pollution caused by karaoke activities, responding to demands from Vietnam's growing middle class for a quieter environment. Bloomberg posted on X, highlighting the city's efforts to regulate noise levels as residents seek more peace and tranquility. The crackdown comes as the middle class in Vietnam continues to expand, bringing with it increased expectations for improved living conditions and reduced disturbances. Authorities are implementing stricter regulations to ensure that karaoke establishments comply with noise control standards, aiming to balance entertainment with community well-being. The initiative reflects broader societal changes as economic growth leads to shifts in lifestyle preferences and urban development.

Shenzhen's Local Financial Regulatory Bureau has issued a public notice to further regulate gold market operations. According to Jin10, the notice prohibits companies from engaging in illegal gold trading activities such as pre-pricing transactions, leveraged trading, and deferred transactions. These activities often occur through online platforms like WeChat groups, mini-programs, apps, and websites, where customers are allowed to pay a margin to lock in the price of a certain weight of gold. The transactions are then settled based on price fluctuations, allowing for closing positions without actual physical gold delivery. Additionally, the notice warns against illegal fundraising activities disguised as gold custody, leasing, or buyback agreements that promise fixed returns to customers.

Bangladesh's newly appointed leader is tasked with navigating diplomatic relations with both India and China, ensuring the country maintains its sovereignty without becoming overly reliant on either nation. Bloomberg posted on X, highlighting the challenges faced by the leader in balancing these crucial ties. As Bangladesh continues to develop economically, the strategic partnerships with these neighboring countries will play a significant role in shaping its future. The leader's ability to manage these relationships effectively will be pivotal in maintaining Bangladesh's independence and fostering growth.

China's second-hand home prices experienced a slower decline in January, offering a rare positive indication amid the ongoing property crisis. Bloomberg posted on X, highlighting this development as a potential sign of stabilization in the market. The property sector in China has been under significant pressure, with various factors contributing to the prolonged downturn. However, the recent data suggests a potential easing of the crisis, as the rate of price decline has decelerated. This change could signal a shift in market dynamics, providing some relief to stakeholders in the real estate industry. The slower pace of decline in second-hand home prices may reflect adjustments in market conditions and could influence future trends in the property sector. As the situation evolves, market observers will be closely monitoring further developments to assess the long-term implications for China's real estate market.

The yuan's recent appreciation against the rupee is expected to continue, driven by differing currency management strategies in India and China, analysts suggest. Bloomberg posted on X, highlighting the contrasting approaches of the two nations in handling their currencies. China's currency policy has been more supportive of the yuan, while India's approach has been less aggressive in defending the rupee. This divergence is contributing to the yuan's ongoing strength against the Indian currency. Analysts believe that unless there is a significant shift in policy from either country, the yuan may maintain its upward trajectory against the rupee. The situation underscores the broader economic strategies of both nations as they navigate global financial markets.

The Financial Supervisory Service (FSS) in South Korea has issued a no-action letter that exempts virtual asset service providers (VASPs) from certain penalties under the Credit Information Act. According to NS3.AI, this exemption is applicable when VASPs report suspected market manipulation or unfair trading to the Financial Services Commission (FSC) or FSS, or when they provide investigative data. The letter ensures that these exchanges are protected from legal consequences, provided their actions adhere to the specified guidance.

Bitcoin Magazineの報道によると、Coinbaseは毎週定期的に購入することで、ビットコインの保有量を3900万ドル増加させたことを明らかにした。

金属市場の今回の売りは、株式市場のリスク回避と利益確定売りが重なったことで引き起こされ、アルゴリズムとCTA戦略が変動を加速させた。アナリストはこれはトレンドの反転ではないと指摘するが、短期的なボラティリティは大幅に上昇する見込みだ。

効率革命があらゆる業界を席巻しているが、根本的な問題がますます深刻化している：AIエージェントが生み出す莫大な価値は、いったい誰の手に渡っているのか？

金色财经が提供する暗号通貨・ブロックチェーン業界の朝刊『金色早8点』第2966号。最新・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。

金色财经は『金色Web3.0日報』を創刊し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

ヴィタリックは一貫して原則を重んじる人物だ。私の記憶では、彼にそんな時期は一度もなかった。

イーサリアムがAI時代においてヴィタリックの理想と目標を真に実現しようとするなら、将来はより頻繁なイテレーションと、AIに対するより緊密な注目と追跡が必要となるだろう。

3ヶ月ごとにコア事業を転換するプロジェクトには警戒すべきだ。真のイノベーションには深耕が必要であり、頻繁な事業転換は往々にして旧事業の失敗を隠蔽するためである。

2026年のマクロ環境を背景に、ARK Investはビットコインの価値を高める4つの主要トレンドを指摘し、ビットコインが「オプション的な」周辺資産から機関投資家のポートフォリオにおいて不可欠な戦略的資産へと進化しつつあると分析している。

ミームコインのブームからエージェント基盤へ、Bankrは実行層としてなど

2026年の幕開けは、予想以上に厳しいものとなった。長いベアマーケットを耐え抜いた後、春はもうすぐそこだと信じていたが、現実は予期せぬ「春寒」だった。