On February 8, trader Eugene Ng Ah Sio shared insights on his personal channel regarding recent market developments. According to BlockBeats, Ng Ah Sio emphasized the importance of evaluating market structures from a high time frame perspective, noting that the market has shown signs of trouble. While $60,000 remains a relatively reasonable support level, Ng Ah Sio cautioned against aggressive long positions without clear invalidation points. He highlighted lessons learned from previous cycles, where bull markets often exceed expectations and bear markets tend to worsen beyond predictions. Ng Ah Sio admitted uncertainty about the current bear market's bottom and whether the $60,000 level has been reached. He stressed the importance of survival and advised treating each trading opportunity as an independent decision, with stop-loss measures in place to mitigate further market declines.

Ai 아줌마가 X 플랫폼에 게시한 글에 따르면, 바이낸스 계정 SMXKX는 금과 은 공매도를 통해 바이낸스 선물 실거래 스마트 머니 30일 차트 1위에 올랐으며, 1228만 달러 이상의 수익을 올렸다. 해당 계정은 1월 하순부터 은을 공매도하며 일시적으로 100만 달러 이상의 손실을 기록했으나, 이후 1월 29일 금의 단기 고점에서 공매도를 시작해 2월 5일 1238만 달러의 최대 수익을 달성했다.

Kyle Samani, former managing partner at Multicoin Capital, expressed concerns on the X platform about structural issues within the crypto industry, specifically highlighting Hyperliquid. According to PANews, Samani pointed out that the project's founder had left their home country to develop the project. Additionally, the platform has been accused of potentially facilitating illegal or terror-related financial activities. The project also employs a closed-source architecture and has certain permissioned access controls. However, these statements are primarily personal opinions and lack specific evidence or detailed technical explanations.

트레이더 유진은 지난주 시장 상황을 돌아보며, 높은 시간 프레임(HTF) 시장 구조를 고려할 때 여전히 명백한 문제가 존재한다고 지적했다. 비록 비트코인 6만 달러가 여전히 합리적인 지지선으로 간주될 수 있지만, 그는 지난 사이클에서 배운 교훈은 손절 보호 없이 무턱대고 풀 포지션으로 매수하는 것을 절대 해서는 안 된다는 것이라고 강조했다. 유진은 강세장에서는 시장이 예상보다 더 광란적으로 움직이고, 약세장에서는 하락이 예상보다 더 가혹하게 나타난다고 지적했다. 그는 현재 약세장 바닥이 어디인지, 비트코인이 6만 달러에서 바닥을 쳤는지 여부는 불분명하지만 "생존이 항상 최우선 과제"라고 강조했다. 그는 트레이더들에게 각 포지션에 대한 위험을 개별적으로 평가하고, 추가 하락에 대비해 손절매 전략을 병행할 것을 권고했다.

Religion developing inside machines sounds like science fiction, but can AI actually develop beliefs? source: https://www.cryptopolitan.com/religion-ai/

The growth of the U.S. prediction market is reportedly built on an unstable foundation, primarily benefiting from regulatory arbitrage opportunities. According to Odaily, the lack of comprehensive regulations across various states allows users to engage in sports betting through prediction markets. Data from Dune Analytics indicates that by 2025, sports-related transactions will account for approximately 85% of Kalshi's trading volume and about 39% for Polymarket. Devin Ryan, Head of Financial Technology Research at Citizens Bank, suggests that the market requires robust integrity rules and an increase in non-sports market trading volumes. Currently, the market size for predicting January's CPI inflation data on Kalshi is under $1 million, and the core inflation prediction market is less than $30,000, which is insufficient liquidity to attract institutional participation. Furthermore, the U.S. prediction market is experiencing a 'fragile prosperity,' with growth heavily reliant on regulatory gray areas and substantial marketing investments. Should regulations tighten or user interest wane, growth could face significant pressure. There is also regulatory contention, as prediction markets often claim to be event contract trading under the Commodity Futures Trading Commission (CFTC), while state regulators adopt a more cautious stance. These legal disputes may ultimately require a Supreme Court decision.

BRICS has significantly increased its membership and influence, now accounting for 35-40% of the global GDP and nearly half of the world's population. According to NS3.AI, the bloc is developing alternative financial systems, such as the gold-backed BRICS Unit currency and BRICS Pay, to lessen reliance on the U.S. dollar. Despite facing internal disagreements, notably from India, and external challenges like trade tariff threats, BRICS is enhancing its economic and geopolitical importance.

X product lead and Solana advisor Nikita Bier announced plans to integrate video editing features similar to other social applications within X. According to PANews, Bier anticipates a development cycle of approximately three months for this project. However, he managed to create a complete browser-based video editor prototype in just 15 minutes using new tools, which led him to believe that AI tools could soon replace some functions of traditional software suites like Adobe. Bier also forecasts a significant decline in the demand for manual video editing in the coming months as AI technology advances. He highlighted the challenges faced by product developers due to rapid changes in technological capabilities and user behavior, making it increasingly difficult for companies to accurately predict product forms and demand structures in the near future.

Robert Kiyosaki, author of 'Rich Dad Poor Dad,' addressed criticism on the X platform regarding his previous statement about ceasing to accumulate silver at $60, Bitcoin at $6,000, and gold at $300. According to Odaily, Kiyosaki clarified that he is aware of his Bitcoin purchase cost, approximately $6,000, but does not focus on the exact purchase date. He criticized those questioning the authenticity of his statements based on the timing of his investments. Kiyosaki further questioned the motives of community members overly concerned with purchase dates, emphasizing his focus on asset price ranges and long-term value. He stated that if Bitcoin's price falls back to $6,000, he plans to continue buying without regard to the specific purchase time. He also revealed his current intention to increase his gold holdings, prioritizing asset allocation results, such as the quantities of Bitcoin, gold, silver, and Ethereum he holds, over the exact acquisition times. Kiyosaki advised investors to avoid associating with those who focus excessively on acquisition dates at the expense of asset value and price, advocating for an investment mindset oriented towards long-term value.

Samsung Electronics is set to begin shipping its next-generation high-bandwidth memory, HBM4, following the Lunar New Year holiday. According to Jin10, industry insiders revealed that Samsung plans to start deliveries to NVIDIA as early as the third week of February. The HBM4 memory will be used in NVIDIA's upcoming AI accelerator platform, Vera Rubin. NVIDIA is expected to showcase the Vera Rubin product featuring Samsung's HBM4 at the NVIDIA GTC 2026 conference next month.

분석 회사에 따르면, 미국은 현재 약 32만 8천 개의 비트코인을 보유하고 있으며, 그 가치는 230억 달러에 달한다.

2026년 2월 6일, 중국 인민은행은 8개 부처와 공동으로 【은발〔2026〕42호】 문서를 다시 발표했으며, 시장에 이미 많은 해석이 나와 있습니다. 본 글은 RWA와 현재 온체인 시장 현황을 결합하여 보다 세분화된 분석을 시도하고자 합니다.

"양의 상관관계를 보이는 비트코인"이야말로 미래에 진정으로 중요한 방향일 수 있다. 금리가 상승할 때 오히려 비트코인도 함께 상승할 것이다.

사기, 프로젝트, 투자, 최신 정리 12개 도주 또는 곧 도주할 자금 사기 골든파이낸스, 주의하세요.

전통 금융의 마진 규칙의 취약성은 바로 비트코인의 반(反)취약성이다.

많은 이들이 솔라나의 가장 확고한 전도사로 여기는 카일 사마니가 멀티코인의 일상적 경영에서 물러나겠다고 발표하며, AI, 로봇, 생명과학 등 신기술 분야에 집중할 계획이라고 밝혔다. 다만 개인 암호화폐 투자는 계속 유지할 예정이다.

현재 "암호화폐의 비금융적 용례는 이미 죽었다"고 주장하는 것이 유행이다. 또 어떤 이들은 "읽기-쓰기-소유(read write own)"가 실패했다고 주장한다. 이러한 결론들은 우리의 핵심 논점을 오해했을 뿐만 아니라 우리가 처한 단계를 잘못 판단한 것이다.

이번 주에는 총 18개의 블록체인 스타트업이 자금 조달을 완료했으며, 총 금액은 2억 7,890만 달러에 달했습니다. Anchorage Digital은 전략적 투자 라운드에서 1억 달러를 조달하며 이번 주 최대 규모의 자금 조달을 기록했습니다.

2026년 2월 6일, 중국 인민은행 등 8개 부처는 「가상화폐 등 관련 위험에 대한 추가 예방 및 처리 조치에 관한 통지」(은발〔2026〕42호, 이하 "42호 문서"라 함)를 발표했다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2961호를 발행합니다. 최신, 가장 빠른 디지털 화폐 및 블록체인 업계 소식을 제공합니다.