Moelis & Company has appointed Kyle Reidy to spearhead its private credit secondaries division. Bloomberg posted on X, highlighting that the decision comes as dealmaking activity slows, prompting increased interest in private credit secondaries. Reidy's leadership is expected to navigate the growing demand in this sector, which has become a focal point for investors seeking alternative opportunities. Moelis aims to capitalize on this trend by enhancing its capabilities and expanding its market presence in private credit secondaries.

The second day of the Consensus Hong Kong conference shifted its focus to developers, following an initial emphasis on institutional providers and traders. According to NS3.AI, the event featured discussions and presentations designed to engage the technical community and highlight current development trends. This change in focus underscores the conference's comprehensive approach to covering various participants in the cryptocurrency market.

The U.S. National Credit Union Administration (NCUA) has put forward a proposal to establish a licensing framework for its member credit unions to issue stablecoins. According to NS3.AI, this framework necessitates that credit unions secure a specific license and stipulates that stablecoin issuance must be conducted through non-credit union subsidiaries. The proposal also ensures that there is no discrimination against public blockchain platforms. Currently, the proposal is open for public comments before it is finalized.

Leading investment banks, including JPMorgan and Morgan Stanley, are showing reluctance in offering essential financing for renewable energy projects in the United States. Bloomberg posted on X, highlighting the cautious stance these financial institutions are taking amid the evolving landscape of renewable energy investments. The hesitation stems from various factors, including regulatory uncertainties and market dynamics that are influencing the decision-making processes of these banks. As the renewable energy sector continues to grow, the need for substantial financial backing becomes increasingly critical to support the development and expansion of projects. Despite the potential for growth in the renewable energy market, investment banks are carefully evaluating the risks and returns associated with financing these projects. The cautious approach reflects broader concerns about the stability and profitability of investments in the renewable sector. This trend of hesitancy among major banks could impact the pace at which renewable energy projects are developed, potentially slowing down the transition to cleaner energy sources in the U.S. As the industry navigates these challenges, stakeholders are closely monitoring the financial strategies of key players like JPMorgan and Morgan Stanley.

ICON shares experienced a significant decline in premarket trading following the company's announcement that it might have overstated some of its previous revenue figures. Bloomberg posted on X, highlighting that the health care services contractor has also withdrawn its financial guidance for the year. This development has raised concerns among investors and analysts, leading to increased scrutiny of ICON's financial practices. The company's decision to retract its guidance suggests potential challenges in accurately forecasting its financial performance. As the situation unfolds, stakeholders are closely monitoring any further updates from ICON regarding its revenue reporting and future projections.

I Squared Capital and CPP Investments have announced their acquisition of Inkia, a leading power producer in Peru. Wall Street Journal (Markets) posted on X that this strategic move is expected to capitalize on the increasing energy demand in the country. Inkia, known for its significant presence in the Peruvian energy sector, is well-positioned to benefit from the growing need for power as the nation continues to develop its infrastructure and economy. The acquisition aligns with I Squared Capital and CPP Investments' strategy to invest in essential infrastructure that supports economic growth and sustainability. This deal underscores the importance of the energy sector in Peru's economic landscape and highlights the potential for future investments in the region.

A US-based hotel chain is reassessing its strategies following revelations about the ownership of one of its branded hotels in Germany. Bloomberg posted on X that the hotel is owned by individuals with connections to the Iranian government. The chain is now exploring various possibilities to address the situation, which has raised concerns about its operations in the region. The ownership issue has prompted the company to consider its next steps carefully, as it seeks to maintain its reputation and compliance with international regulations.

CarMax has appointed Keith Barr as its new Chief Executive Officer, aiming to modernize the company and boost its performance. Bloomberg posted on X, highlighting Barr's previous role as the head of InterContinental Hotels Group, where he was recognized for his leadership in innovation and growth. CarMax is looking to leverage Barr's expertise to navigate the evolving automotive retail landscape and strengthen its market position. The company anticipates that Barr's strategic vision will drive significant improvements in operational efficiency and customer engagement.

UBS, Switzerland's largest bank, has significantly increased its Bitcoin exposure by 300% through IBIT. According to NS3.AI, this move highlights a substantial expansion of UBS's involvement in the cryptocurrency sector. The development underscores the growing institutional interest and adoption of digital assets by major financial institutions.

Chinese gold demand remained strong at the start of the year, with inflows into gold exchange-traded funds hitting a record high for January, according to the World Gold Council.In its Monthly Review of the Chinese Gold Market, the World Gold Council said Chinese gold ETFs recorded net inflows of 44 billion yuan ($6.2 billion), equivalent to 38 metric tons, in January, marking the highest January inflow on record. Both total assets under management and total ETF gold holdings reached new all-time highs.Physical demand and festival restocking support marketUpstream physical demand also remained resilient. Total gold withdrawals from the Shanghai Gold Exchange reached 126 tons in January, up 1 ton year-on-year and 11 tons month-on-month.The World Gold Council attributed the strength to robust gold bar sales and increased inventory restocking by jewelry retailers ahead of the Spring Festival, a period that typically drives seasonal demand.Central bank buying continuesOn the official sector side, the People’s Bank of China continued to add gold to its reserves in 2026. The central bank increased its holdings by 1.2 tons in January, bringing total gold reserves to 2,308 tons.Gold now accounts for 9.6% of China’s total foreign exchange reserves, underscoring continued diversification efforts amid global macro uncertainty.Investor implicationsThe record ETF inflows highlight strong investor appetite for gold in China, reflecting a combination of safe-haven demand, seasonal buying, and sustained central bank accumulation. The data reinforces gold’s role as a core defensive asset for both retail and institutional investors at the start of the year. 

비탈릭은 항상 원칙을 지키는 사람이었다. 내 기억에 그는 그런 시기를 겪은 적이 없다.

이더리움이 AI 시대에 비탈릭의 이상과 목표를 진정으로 실현하려면, 앞으로 더 빈번한 반복과 AI에 대한 더 긴밀한 관심 및 추적이 필요할 것이다.

3개월마다 핵심 사업 분야를 바꾸는 프로젝트에 경계하라. 진정한 혁신은 깊이 있는 탐구가 필요하며, 빈번한 서사 전환은 대개 기존 사업의 실패를 가리기 위한 것이다.

2026년 거시경제적 배경 속에서 ARK Invest는 비트코인의 가치를 높이는 네 가지 주요 트렌드가 존재한다고 지적하며, 비트코인이 '선택적'인 변방 자산에서 기관 투자 포트폴리오의 필수적인 전략적 자산으로 진화하고 있다고 분석했다.

밈코인 투기에서 에이전트 인프라스트럭처까지, Bankr는 실행 계층으로서 등등

2026년의 시작은 예상보다 훨씬 더 차갑게 찾아왔다. 긴 약세장을 견뎌냈으니 봄이 코앞에 다가왔을 거라 생각했지만, 현실은 갑작스러운 '봄 추위'였다.

VC 업계는 '판단력 주도'에서 '거래 성사 능력 주도'로의 패러다임 전환을 겪고 있다.

은행, 전통 금융, 금융 시스템, 특이점이 다가온다: 암호 기술이 디지털 은행의 근본 논리를 재정의할 때 골든 파이낸스, 누가 다음 암호화폐 슈퍼 앱이 될 것인가?

영국 재무부는 토큰화된 국채 시범 운영을 위해 HSBC의 오리온 플랫폼을 선정했다. 이로써 영국은 G7 국가 중 최초로 블록체인 기술을 국채 관리에 적용하는 국가가 됐다. 'DIGIT' 시범 사업은 더 빠른 온체인 결제를 탐구하며 영국 금융 시장 전반의 디지털 인프라 강화를 목표로 한다.

며칠 전 암호화폐 관련 두 건의 문서가 공개된 후, 전체 소셜 미디어가 이를 도배하는 듯했다. 수많은 동료들이 이를 분석하는 글을 올리는 모습을 보았고, 동영상 플랫폼에서도 RWA를 논의하는 기관이나 팀에 대한 관심이 뜨거워지는 것을 목격했다.