An incident has been reported in the Strait of Hormuz, approximately 16 nautical miles north of Oman, according to the United Kingdom Maritime Trade Operations (UKMTO). The event occurred within the inbound traffic separation scheme of the strait, a crucial passage for global maritime trade. Details surrounding the incident remain unclear, and further information is awaited from relevant authorities. The Strait of Hormuz is a strategic chokepoint for oil transportation, and any disruptions can have significant implications for international shipping and energy markets.

On February 2, local time, the government of the Democratic Republic of Congo and the M23 rebel group signed an authorization for a ceasefire monitoring mechanism in Doha, Qatar. According to Jin10, the Qatari Foreign Ministry confirmed that both parties agreed to have the United Nations Organization Stabilization Mission in the Democratic Republic of the Congo lead and coordinate the deployment of a ceasefire monitoring team by the International Conference on the Great Lakes Region. The first monitoring team is expected to arrive in the strategic eastern city of Uvira in the coming days, establishing communication channels and holding regular assessment meetings. Additionally, both sides reaffirmed their commitment to the ceasefire and the Doha Peace Framework Agreement signed last November. The talks were hosted by Qatar, with observers from the United States and the African Union present, and Togo participating as the AU coordinator.

在最新数据显示美国经济韧性增强之际，美国国债收益率上行。Kudotrade 的 Konstantinos Chrysikos 在报告中表示，周一公布的 ISM 制造业 PMI“带来了明显的上行意外”。他指出，尽管就业和库存仍处于收缩区间，但就业分项指数的回升表明劳动力对经济的拖累可能正在缓解。“综合来看，这些数据强化了美国经济增长依然具有韧性的叙事。”据 Tradeweb 数据，美国两年期国债收益率上涨 1.4 个基点，至 3.582%；10 年期国债收益率上涨 1 个基点，至 4.286%(金十)

Outcome Trading brings prediction markets and structured contracts to Hyperliquid’s onchain ecosystem. source: https://dailycoin.com/hyperliquid-to-roll-out-outcome-trading-hype-soars/?utm_source=cryptopanic&utm_medium=rss

null source: https://x.com/WatcherGuru/status/2018641733245087972

Bitcoin (BTC) is trading 5.5% above its nine-month low of $74,500 reached on Monday, with hopes of a rebound toward $85,000. According to Cointelegraph, a potential "squeeze" toward $85,000 is anticipated as Bitcoin recovers from its multimonth lows. The return of spot Bitcoin ETF inflows could further fuel BTC price recovery in the short term. Bitcoin bulls are striving to maintain the recent recovery to $78,000, with traders optimistic about further price gains. Analyst Daan Crypto Trades noted a significant CME gap formed over the weekend, between Friday's close around $84,445 and Monday’s open near $77,400. This gap is the largest created in this cycle and marks the biggest weekend move in many months. Daan Crypto suggested keeping an eye on the $84,000 level as a potential point of interest if the price crosses back over $80,000. Fellow analyst Titan of Crypto highlighted that after sweeping previous monthly and quarterly lows, BTC could rebound toward the first fair value gap (FVG) between $79,000 and $81,000, with the next area of interest being the second FVG between $84,000 and $88,000. An FVG occurs when the price moves rapidly, leaving a gap in a three-candle pattern, indicating an imbalance where no trading occurred. Exchange order-book liquidity data from CoinGlass shows the price pinned below two sell-order clusters at $80,000 and just above $85,000. Bitcoin analyst AlphaBTC noted these strong liquidity levels, suggesting that a bounce at the start of February could potentially overcome these barriers, especially if the U.S. passes the Crypto bill. If the $80,000 level is breached, it could trigger a liquidation squeeze, forcing short sellers to close positions and driving prices toward $85,000, the next major liquidity cluster. February’s first Bitcoin ETF inflows provide hope for a market recovery. Market analyst CoinBureau expressed optimism, noting that Bitcoin spot ETFs recorded $561.9 million in net inflows, ending four consecutive days of outflows. This inflow has already surpassed all of January's figures, indicating renewed demand. Analyst Danny Scott mentioned that institutions are "buying the fear," referring to the "extreme fear" currently gripping the market. Data from Santiment shows that Bitcoin's rebound to $78,300 from $74,600 followed a peak in fear, uncertainty, and doubt (FUD) levels, suggesting the potential for a relief rally. Cointelegraph also reported that the MVRV z-score has reached its lowest level ever, signaling "fire-sale valuations for Bitcoin" and hinting at a potential rebound in the near term.

The Brazilian Central Bank has indicated that it may signal the beginning of an interest rate cut cycle at its next meeting. According to Jin10, the committee unanimously emphasized the necessity of maintaining rates at restrictive levels for the time being. This decision reflects the bank's ongoing assessment of economic conditions and its commitment to ensuring financial stability while considering future monetary policy adjustments.

SCRYPT, a Swiss-licensed institutional cryptocurrency firm, has announced a partnership with Gauntlet to deliver compliant and risk-managed decentralized finance (DeFi) yield strategies to professional investors. According to NS3.AI, this collaboration merges SCRYPT’s regulated infrastructure with Gauntlet’s quantitative risk models, facilitating safer and more transparent institutional access to DeFi. The joint effort aims to bridge the gap between traditional finance and DeFi by offering scalable and auditable DeFi portfolio management solutions within the Swiss regulatory framework.

Large ETH sales unsettle investors as price tests a key support zone. source: https://cryptonews.com/exclusives/vitalik-buterin-sells-1-2m-eth-as-ethereum-price-turns-critical/

In 2026, Brazil has emerged as a global leader in the tokenization of real-world assets (RWAs), thanks to effective collaboration between regulators and private sector financial institutions. According to NS3.AI, Liqi Digital Assets and the XDC Network have exceeded $100 million in tokenized RWAs, marking a significant transition from blockchain pilot projects to large-scale institutional adoption. The XDC Network's enterprise-grade infrastructure, characterized by low fees and adherence to global standards, supports this growth and sets a benchmark for similar emerging markets.

新加坡海湾银行已在其SGB Net平台上新增稳定币支持功能，允许机构客户在交易、持有、兑换及铸造USDC和USDT的同时，也能操作传统货币。该服务包含KYC和AML合规审查，并采用Fireblocks进行托管，将于2026年第一季度正式启动。

在币安发布市场期待已久的 10・10 大规模清算事件复盘报告当天，加密货币投资者又遭遇了一轮惨烈的闪崩。

香港正站在加密货币监管应用的历史性转折点上。该市金融监管机构香港金融管理局（HKMA）计划最早于2026年3月发放首批稳定币牌照，此举彰显了香港成为安全、受监管的数字资产枢纽的雄心。

ETF,Coinbase,加密 ETF 的“阳谋” 金色财经,ETF 一直是现代金融最伟大的创新之一。

韩国银行（KBank）正筹备第三次IPO，计划于2026年3月5日在韩国综合股价指数（KOSPI）上市，为此已为稳定币钱包及相关数字金融服务申请了新商标。这家纯线上银行正拓展稳定币支付与跨境转账业务，作为其数字资产业务扩张战略的重要组成部分。

埃隆·马斯克的人工智能初创公司xAI正悄然扩大其在数字资产领域的野心，新开设的远程职位"金融专家——加密货币"旨在训练其新一代模型像专业加密货币交易员那样进行推理——而不仅仅是对价格波动作出反应。

人工智能,Moltbook忧思录：碳基文明的末代契约 金色财经,碳基生命开始尝试一种终极的生存之道：融入硅基。

加密市场,FMG市场观察：当市场陷入极度恐慌 加密资产正在被重新定价 金色财经,加密市场呈现“宽幅震荡，极度恐慌”的防御特征。

Binance,币安还是宇宙第一大所吗？ 金色财经,或许币安该思考他们护城河还有多深了。

俄罗斯法院因欠债问题对BitRiver旗下控股公司启动破产监管程序，该公司创始人兼首席执行官伊戈尔·鲁涅茨因逃税指控被软禁。与此同时，BitRiver大部分挖矿业务已停运，高管团队集体辞职，这场危机正使俄罗斯最大比特币矿商深陷困境。