Hong Kong's semiconductor sector experienced a downturn as several key stocks saw significant declines. According to Jin10, TianShu Intelligence (09903.HK) and HongGuang Semiconductor (06908.HK) both fell over 5%, while Hua Hong Semiconductor (01347.HK) dropped 4.8%. Additionally, NaXin Microelectronics (02676.HK) and Semiconductor Manufacturing International Corporation (00981.HK) decreased by more than 2%. The market sentiment reflects broader concerns impacting the semiconductor industry.

나스닥 상장 이더리움 재단 기업 샤플링크(Sharplink)는 기관 지분율이 사상 최고치인 46%에 달했다고 발표하며, 동시에 브랜드 리브랜딩과 리더십 팀 확장을 진행할 예정이라고 밝혔다. 또한 해당사는 ETH 보유량이 867,798개(원생 ETH 587,232개, LsETH에서 환급된 ETH 225,429개, WeETH에서 환급된 ETH 55,137개 포함)에 달한다고 공개했으며, 2025년 6월 이후 발생한 13,615 ETH의 스테이킹 보상은 전액 주주에게 배분되었다. (Globenewswire)

Hong Kong's Deputy Secretary for Financial Services and the Treasury, Chan Ho-lim, highlighted the impact of geopolitical uncertainties on the global environment over the past year. According to RTHK, despite these challenges, Hong Kong's asset market has shown improvement with continuous capital inflow, an increase in visitor numbers, stable local consumption, and strong performance in overall exports and fixed capital investment. The economy grew by 3.5% last year, marking the third consecutive year of expansion. Speaking at the Hong Kong Gold Exchange's Lunar New Year opening ceremony, Chan emphasized the government's efforts to diversify Hong Kong's international financial services. The government is actively promoting Hong Kong as an international gold trading center, aiming to attract gold storage, clearing, and settlement activities. This initiative is expected to boost investment in derivative products, storage, insurance, trade, and logistics sectors. The government has set a target to exceed 2,000 tons of gold storage within three years, establishing Hong Kong as a regional gold storage hub. Efforts are also underway to encourage gold merchants to build or expand refineries in Hong Kong. A memorandum of cooperation has been signed with the Shenzhen Local Financial Supervision Bureau to support Hong Kong gold merchants in refining gold in Shenzhen for export to Hong Kong for trading and settlement. Additionally, the government plans to enhance cooperation between the Shanghai and Hong Kong gold markets. The Hong Kong Gold Clearing System, fully owned by the government, aims to begin trial operations within this year. Chan stated that the government will continue to optimize policies, financial infrastructure, and technological innovation to attract more international capital and talent to Hong Kong. These efforts are intended to strengthen Hong Kong's role as a super connector and value-added hub, aligning with the national development strategy outlined in the 15th Five-Year Plan, and reinforcing Hong Kong's status as an international financial center.

According to data from SoSoValue, on February 19, Solana (SOL) spot ETFs experienced a total net inflow of $5.9436 million. According to ChainCatcher, the Bitwise Solana Staking ETF (BSOL) led the inflows with $5.4618 million, bringing its historical total net inflow to $691 million. The Fidelity Solana Fund ETF (FSOL) followed with a net inflow of $481,800, reaching a historical total of $160 million. As of the time of reporting, the total net asset value of SOL spot ETFs stands at $710 million, with a net asset ratio of 1.52% and cumulative historical net inflows amounting to $886 million.

According to Odaily, data from SoSoValue indicates that on February 19, XRP spot ETFs experienced a total net inflow of $4.0509 million. The Bitwise XRP ETF (XRP) led with a single-day net inflow of $2.5213 million, bringing its historical total net inflow to $364 million. Following this, the Franklin XRP ETF (XRPZ) saw a net inflow of $1.5296 million, with its historical total reaching $330 million. As of the latest update, the total net asset value of XRP spot ETFs stands at $1.013 billion, with an XRP net asset ratio of 1.18%. The cumulative historical net inflow has reached $1.231 billion.

Tesla has announced a price reduction for its Cybertruck Cyberbeast model in the United States. According to Jin10, the electric pickup truck's price has been lowered from $114,990 to $99,990. This adjustment reflects Tesla's strategic pricing approach in the competitive electric vehicle market.

일본 비트코인 지갑 기업 메타플래닛(Metaplanet)의 사이먼 게로비치(Simon Gerovich) 최고경영자(CEO)는 X 플랫폼에 게시한 글에서 익명 계정이 책임 없이 여론을 선동하며 회사를 "정보 공개가 불성실하다"고 비난한 데 대해 반박했다. 그는 해당 주장이 사실과 다르며, 본인 및 회사는 모든 발언과 행동에 대해 공개적으로 책임을 질 용의가 있다고 밝혔다. 또한 회사의 장기적이고 체계적인 비트코인 보유 확대 전략은 변함없다고 강조했다. 사이먼 게로비치는 지난 6개월간 변동성 확대 속에서 수익형 사업 비중을 확대했으며, 풋옵션 매도와 스프레드 전략을 통해 프리미엄 수익을 창출하고 일부 자금을 장기 비트코인 보유에 활용했다고 설명했다. 모든 비트코인 매입은 결정 즉시 공개되었으며, 회사 전체 비트코인 주소는 공개되어 주주들이 실시간 대시보드로 보유 현황을 확인할 수 있다고 덧붙였다. "9월 고점에서 매수했으나 공개하지 않았다"는 지적에 대해, 9월 총 4차례의 비트코인 매입이 있었으며 모두 즉시 공시했다고 설명했습니다. 해당사의 전략은 시점 선택이 아닌 장기적이고 체계적인 비트코인 축적입니다. 또한 풋옵션 매도는 단순한 상승 베팅이 아닌 현물 가격보다 낮은 실효 비용으로 비트코인을 확보하기 위한 것입니다. 지속적인 손실은 장기 보유하며 매도하지 않는 비트코인의 미실현 공정가치 변동에서 비롯된 것으로, 이를 전략적 실패로 해석하는 것은 오독에 해당한다.

France has expressed surprise over the European Union Commission's decision to send officials to a U.S.-initiated 'Peace Committee' meeting without authorization from the European Council. According to Jin10, French Foreign Ministry spokesperson Anne-Claire Legendre stated on February 19 that the EU official involved should provide an explanation for attending the meeting. Legendre emphasized that France cannot participate in the committee unless its focus is clearly defined on the Gaza situation, highlighting concerns over the committee's ambiguous scope.

Tether CEO Paolo Ardoino announced on the X platform that over the past six months, tokenized gold equivalent to 94 tons has been transferred on-chain, incurring a total fee of only 0.0016%. According to ChainCatcher, this contrasts sharply with the traditional system where central banks spend millions on logistics and security to transport physical gold. Tokenized gold enables nearly instant settlement and low-cost transfers, showcasing the advantages of on-chain assets in cross-border movement efficiency. XAUT, issued by Tether, is a tokenized asset pegged to physical gold, allowing users to transfer gold ownership on the blockchain.

Metaplanet CEO Simon Gerovich has responded to accusations from an anonymous account on the X platform, which claimed the company was dishonest in its information disclosure. According to ChainCatcher, Gerovich refuted these claims, stating that both he and the company are willing to take public responsibility for their actions. He emphasized that Metaplanet's strategy of systematically increasing its Bitcoin holdings remains unchanged. Gerovich explained that over the past six months, amid rising volatility, the company has increased its allocation to yield-generating businesses. This was achieved by selling put options and using spread strategies to earn premiums, with some funds directed towards long-term Bitcoin holdings. He assured that all Bitcoin purchases are disclosed immediately after decisions are made, and the company's Bitcoin addresses are publicly available. Shareholders can view holdings through a real-time dashboard. Addressing allegations of undisclosed high-level purchases in September, Gerovich clarified that four Bitcoin acquisitions were made during that month, all of which were promptly announced. He stressed that the company's strategy is not based on timing the market but on a long-term, systematic accumulation of Bitcoin. Selling put options is not merely a bet on price increases but a method to acquire Bitcoin at an effective cost below the spot price. Gerovich also noted that recurring losses are primarily due to the unrealized fair value fluctuations of Bitcoin, which the company holds long-term and does not intend to sell. Interpreting these fluctuations as strategic failures is a misunderstanding, he added.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2973호를 발행합니다. 최신, 가장 빠른 디지털 화폐 및 블록체인 업계 소식을 제공합니다.

스테이블코인은 기존 금융 시스템에서 벗어나 운영되지 않으며, 그 시장 구조, 위험 외부화 및 제도적 영향은 상당 부분 현행 통화 및 결제 시스템의 기존 구도를 지속하고 확대한다.

비트코인과 알코인의 향후 시나리오는 두 가지뿐이다: 비트코인이 126,000달러에서 60,000달러로 떨어지는 것이 전체 하락폭이거나, 주식 시장 붕괴와 함께 비트코인이 계속 폭락하는 것이다.

OpenAI는 아마도 누구의 에이전트가 온체인 세계에서 자율적으로 생존하는 법을 배우느냐에 따라 다음 단계의 입장권을 획득하게 될 것임을 이미 인지하고 있을 것이다.

인공지능, ChatGPT, 머스크가 또 장난쳤다: 네 AI가 현장에서 싸우다 주식 투자로 47% 수익, GPT-5가 바닥에 눌려 뒹굴다? 골든파이낸스, AI 스스로 경쟁하게 하는 것이야말로 가장 무서운 진화다.

인공지능, AI 에이전트, 2026년 춘절 거대 기업들은 왜 45억을 쏟아부어 AI 결제에 미친 듯이 보조금을 지급하는가? 골든파이낸스, 결제 행위 자체가 불필요해졌을 때, 거대 기업들은 대체 무엇을 차지하려 하는가?

인간의 시각과 AI 에이전트 경제체의 시각은 다르다.

양측은 두 차례 회담을 가졌으며, 이번 주에 새로운 회담이 열릴 수도 있으나 지금까지 어떠한 합의도 도출하지 못했다.

USDT, 금, 스테이블코인에서 금 거물로 테더는 무엇을 원하는가? 골든파이낸스, 가장 오래된 가치 저장 수단이 최신식 궤도를 달린다.

RWA, 중국 RWA 규제 프레임워크 공식 발표 각계 분석 및 전망 예측 골든파이낸스, 중국 가상자산 규제 체계의 또 다른 중요한 제도적 업그레이드.