로빈후드 마켓츠(Robinhood Markets)가 2026년 2월 운영 실적을 발표했다. 2월 말 기준, 플랫폼 내 자금 계좌 보유자 수는 2,740만 명으로, 전월 대비 약 14만 명 증가했으며 전년 동기 대비 약 174만 명 증가했다. 플랫폼의 총 자산 규모는 3,140억 달러로, 전월 대비 3% 감소했으나 전년 동기 대비 68% 증가했다. 거래 측면에서, 2월 주식 거래액은 1,944억 달러로 전월 대비 14% 감소했으나 전년 동기 대비 36% 증가했다. 옵션 체결 건수는 1억 8,030만 건으로 전월 대비 10% 감소했으나 전년 동기 대비 9% 증가했다. 암호화폐 거래액은 250억 달러로, 전월 대비 9% 증가했으며 전년 동기 대비 74% 증가했다. 이 중 Robinhood 앱의 암호화폐 거래액은 94억 달러로 전월 대비 8% 증가했고, Bitstamp의 거래액은 156억 달러로 전월 대비 10% 증가했다. 또한, 로빈후드의 2월 순예금 잔액은 56억 달러였으며, 지난 12개월간 누적 순예금 잔액은 678억 달러를 기록했다. 마진 대출 잔액은 172억 달러로 전년 동기 대비 98% 급증했다. 전체 데이터를 보면, 주식 거래 활동은 다소 주춤했으나 암호화폐 거래량은 여전히 빠른 성장세를 유지하고 있다.

Factory activity in New York state remained stagnant in March, primarily due to a decrease in shipments. Bloomberg posted on X that despite this slowdown, manufacturers are optimistic about reduced inflationary pressures in the coming months. The decline in shipments has been a significant factor in the overall stagnation of factory activity, impacting the state's manufacturing sector. However, the outlook remains positive as manufacturers anticipate a less challenging inflation environment, which could potentially ease operational strains. The expectation of reduced inflationary pressures suggests a more favorable economic climate for manufacturers moving forward.

Solana has experienced a nearly 10% increase over the past month. According to NS3.AI, three bearish indicators are challenging the upward trend. These include increased address profitability, reduced holder accumulation, and approximately $306 million in long leverage. These factors could exert downward pressure on Solana's price if it falls below $89.

Bank of America is preparing for a significant expansion at One Bryant Park in midtown Manhattan, where it currently serves as the anchor tenant. Bloomberg posted on X, revealing that the financial institution is looking to increase its footprint in the iconic skyscraper. This move comes as part of Bank of America's broader strategy to enhance its presence in key urban locations. The expansion is expected to bolster the bank's operations and accommodate its growing workforce. One Bryant Park, known for its sustainable design and prime location, offers Bank of America an opportunity to further establish its influence in the financial hub of New York City. Details regarding the timeline and scale of the expansion have yet to be disclosed.

Key TakeawaysBitcoin is trading at $73,900, up 2.39% in 24 hours, per SoSoValue dataEthereum has climbed to $2,286, gaining 4.40% and decisively reclaiming the $2,200 levelLayer1 led sector gains with a 2.59% rise; Zcash (ZEC) surged 7.99% to top individual performersAI, CeFi, DeFi, Meme, and Layer2 sectors all posted gains ranging from 1.58% to 2.47%Sector indices ssiLayer1, ssiAI, and ssiRWA rose 3.80%, 3.76%, and 2.96% respectivelyThe broader cryptocurrency market continued its recovery on March 16, with gains spread across majors and sectors, according to SoSoValue data.Bitcoin climbed 2.39% over 24 hours to $73,900, while Ethereum advanced 4.40% to $2,286, decisively reclaiming the $2,200 level. The moves extend a broader recovery trend that has seen risk appetite return to crypto markets following recent lows.Sector BreakdownThe PayFi sector rose 2.67%, with Telcoin (TEL) up 3.92% and Dash (DASH) gaining 3.62%. Layer1 added 2.59%, led by Zcash (ZEC), which surged 7.99% to rank among the session's strongest individual performers.The AI sector gained 2.47%, with Bittensor (TAO) rising 6.57%. CeFi advanced 2.45%, with Binance Coin (BNB) up 2.86%. DeFi added 1.97%, with PancakeSwap (CAKE) jumping 7.75%. The Meme sector climbed 1.73%, with Pepe (PEPE) up 5.07%, while Layer2 rose 1.58%, with ImmutableX (IMX) gaining 4.67%.Among composite indices, MAG7.ssi rose 2.90% and MEME.ssi gained 0.44%, while DEFI.ssi slipped marginally by 0.05%.Sector Indices Signal Broader StrengthLonger-term sector performance indices reinforced the bullish picture, with ssiLayer1 up 3.80%, ssiAI advancing 3.76%, and ssiRWA rising 2.96% -- pointing to sustained momentum in infrastructure, artificial intelligence, and real-world asset tokenization narratives.

예측 시장 데이터 플랫폼 Parity는 X 플랫폼에 게시한 글에서, 최근 30일 동안 예측 시장 매출 상위 6개 플랫폼은 다음과 같다고 밝혔습니다: Kalshi 매출 1억 1,000만 달러, Polymarket 매출 약 420만 달러; Crypto.com 약 417만 달러; Opinion Labs 136만 달러; Limitless 약 117만 달러; IBKR 약 60만 달러.

Shell anticipates sustained growth in global demand for liquefied natural gas (LNG) due to its flexibility and reliability. Bloomberg posted on X, highlighting that despite ongoing conflicts in the Middle East causing price volatility, the energy giant remains optimistic about LNG's long-term prospects. The company believes that LNG will continue to play a crucial role in the global energy landscape, driven by its adaptability to various energy needs and its ability to provide a stable energy supply. This outlook comes as geopolitical tensions in the Middle East contribute to fluctuations in energy prices, underscoring the importance of reliable energy sources like LNG.

Key TakeawaysTrump is considering seizing Kharg Island, which handles approximately 90% of Iran's crude oil exports, if the Strait of Hormuz blockage continuesThe White House is seeking to form a multinational "Hormuz Alliance" to reopen the strait, with an announcement expected this weekTrump ordered strikes on Kharg Island military facilities on Friday but did not target oil infrastructureIran is blocking oil exports from Gulf countries while allowing tankers carrying Iranian crude to pass freelyNo country has publicly committed to joining the coalition; Trump warned NATO allies that non-participation would negatively impact the allianceThe Trump administration is weighing a significant military and economic escalation in the Persian Gulf, including the potential seizure of Iran's Kharg Island oil hub, as efforts to reopen the Strait of Hormuz intensify, according to four sources cited by Axios.Kharg Island, located approximately 15 miles off the Iranian coast, is the transit point for roughly 90% of Iran's crude oil exports. US officials acknowledged that seizing the island would deliver a severe economic blow to the Iranian regime but warned it could also trigger retaliatory strikes by Iran against oil infrastructure across Gulf states.Hormuz Alliance Takes ShapeThe White House has branded its coalition-building effort the "Hormuz Alliance." Trump called for participation from China, France, Japan, South Korea, and the United Kingdom in a Truth Social post on Saturday, stating that the US and multiple nations would send warships to the Persian Gulf. Speaking aboard Air Force One on Sunday, Trump said the US is in negotiations with seven countries, some of which have already declined to participate.Trump discussed the plan with UK Prime Minister Keir Starmer by phone on Sunday and warned NATO allies that failure to respond would carry consequences for the alliance's future. As of reporting time, no country has publicly committed to joining, though senior US officials indicated they expect announcements of support this week.Strikes Already UnderwayTrump ordered strikes on military facilities on Kharg Island on Friday, though oil infrastructure was not targeted. The move signals a graduated escalation approach, with the potential island seizure representing a more dramatic step that would require US ground forces.Iran has been blocking oil exports from Gulf countries while permitting tankers carrying Iranian crude to pass freely through the strait -- a selective disruption that has heightened tensions with regional oil exporters and global energy markets.Macro Risk for CryptoA sustained Hormuz disruption or military escalation involving Gulf oil infrastructure carries significant macro implications for risk assets including crypto. Oil price shocks historically tighten financial conditions and weigh on high-beta assets, though Bitcoin has at times traded as a geopolitical hedge during periods of acute uncertainty. Traders will be watching for any coalition announcements or further escalation this week as a potential volatility trigger.

Gate 데이터에 따르면, WTI 원유는 이날 3.00% 하락해 현재 배럴당 96.27달러를 기록하고 있다.

Key TakeawaysUSDC holdings have surpassed USDT in Colombia, South Africa, the United States, Germany, and Brazil, according to Lisk Research Head Leon WaidmannUSDT retains its position as the globally dominant stablecoin, but the gap is narrowing rapidlyWaidmann shared the findings in a post on XUSDC has overtaken USDT in actual holdings across several major markets, including the United States, Germany, and Brazil, according to Leon Waidmann, Research Head at Lisk.Posting on X, Waidmann cited stablecoin adoption data showing that USDC holdings have surpassed those of USDT in five countries: Colombia, South Africa, the United States, Germany, and Brazil. The finding marks a notable shift in the stablecoin competitive landscape, particularly given USDT's long-standing dominance in most major markets.Waidmann acknowledged that Tether's USDT continues to hold the top position globally by total holdings, but noted the gap between the two stablecoins is closing at a rapid pace.The data points to a potential geographical bifurcation in stablecoin preference, with USDC gaining ground in regulated Western markets where institutional adoption and compliance considerations may favor Circle's offering over Tether. USDT continues to dominate in emerging markets and regions where dollar access and transaction utility take precedence over regulatory profile.           

화폐 발행 기계가 이미 가동되었으며, 향후 성장의 한계는 오직 두 가지 변수에 달려 있다.

암호화폐의 본질은 일종의 소비재이며, 이는 화폐가 발전해 온 과정이기도 하다.

테더는 단순한 스테이블코인 기업에서 벗어나, 전통적인 금융계를 뒤흔드는 거대 세력으로 성장하고 있다.

가재의 폭발적인 인기는 2026년 암호화폐 거래를 완전 자동화 시대로 이끌었습니다.

중국은 현재 진행 중인 이란 사태로 인한 세계적 석유 공급 차질을 견뎌낼 수 있는 탄탄한 비축량과 국내 생산 능력을 바탕으로 에너지 안보에 대한 자신감을 드러내고 있다. 한편 도널드 트럼프 미국 대통령은 이달 말 예정된 방문을 앞두고 중국 측에 전략적 요충지인 호르무즈 해협 안보 확보를 지원해 줄 것을 촉구하고 있다.

2026년 3월 첫째 주, 샌프란시스코의 날씨는 변덕스러웠는데, 마치 지금 인공지능 분야의 급변하는 상황과도 같았다.

호주 상원 경제입법위원회가 암호화폐 플랫폼을 호주의 금융 서비스 규제 체계에 편입시키는 새로운 법안의 통과를 권고한 데 이어, 호주는 디지털 자산에 대한 포괄적인 규제 체계를 도입하는 데 한 걸음 더 다가섰다.

RWA 프로젝트는 자원을 단 한 가지 목표, 즉 진정으로 우수한 RWA 자산을 발굴하는 데 집중해야 합니다.

호주 금융감독원(ASIC)은 소셜 미디어나 인공지능(AI)에 의존해 투자 조언을 구하는 것은 신뢰할 수 없고 위험할 수 있다며 젊은 투자자들에게 주의를 당부했다. 한 설문조사에 따르면 Z세대의 23%가 암호화폐를 보유하고 있으며, 상당수가 인플루언서의 콘텐츠나 단기 투기적 판단에 따라 거래를 하고 있는 것으로 나타났다.

이것은 단순히 암호화폐 투기를 위한 기회가 아니라, 자산 배분을 위한 기회입니다. 시대가 변했으니, 인식도 그에 맞춰야 합니다.