크리티니의 AI가 초래한 글로벌 지능 위기 보고서가 시장을 뒤흔들었다. 서클이 크리티니 보고서의 최대 수혜자가 될 수 있으며, 서클의 예상보다 좋은 실적과 제인 스트리트의 소송 등 암호화폐 시장 전반의 상승을 이끈 배후 '주동자'일 수 있을까?

폴리마켓(Polymarket) 웹사이트 데이터에 따르면, "러시아가 2월 28일 이전에 빌리츠크(우크라이나)에 진입할 것"이라는 사건의 확률이 어제 11%에서 97%로 급등했으며, 해당 사건의 거래량은 20만 달러를 넘어섰다. 또한 "러시아가 3월 31일 이전에 빌리츠크(우크라이나)에 진입할 것"이라는 사건의 확률은 현재 96%로 보고되고 있다.

According to Jin10, Citigroup analysts have reported that some of the world's largest asset management firms, collectively overseeing over $20 trillion in assets, are increasingly investing in emerging market stocks, local currency bonds, and credit products. This shift is driven by expectations of robust global economic growth and a weakening U.S. dollar, which are anticipated to benefit these markets. Despite recent global market volatility due to concerns over artificial intelligence potentially disrupting various economic sectors, emerging market assets have performed well. The MSCI Emerging Markets Index rose by 0.7% on Thursday, reaching a record high, and trading volumes for related ETFs have surged significantly. This trend also highlights the growing uncertainty in developed markets, where policy unpredictability and fiscal concerns are weighing on market sentiment, leading to rising government bond yields in the U.S., Japan, and Germany.

Indiana's HB 1042 bill has passed both legislative chambers and is now awaiting the governor's signature. According to Foresight News, the bill, introduced by State Representative Kyle Pierce, permits public investment funds to engage in the digital currency sector by investing in cryptocurrency ETFs. To offer such options, states must establish investment programs, including 529 education savings plans and specific retirement funds for teachers, public employees, and legislators. Additionally, the bill allows investment funds from other states to allocate assets into crypto ETFs.

The savings rate in the United States fell to 3.6% in December, marking the lowest level since October 2022. According to Jin10, this decline in savings rate reflects ongoing economic pressures faced by American households. Analysts suggest that rising inflation and increased consumer spending during the holiday season may have contributed to the decrease in savings. The trend raises concerns about the financial resilience of consumers amid fluctuating economic conditions. Experts emphasize the importance of monitoring these indicators as they can impact broader economic stability.

Thailand's manufacturing sector experienced a notable increase in January, with output rising by 1.46% compared to the same period last year. According to Jin10, this growth exceeded the anticipated 0.9% increase projected by industry analysts. The positive performance highlights the resilience of Thailand's industrial sector amid global economic uncertainties. The data suggests a strengthening in manufacturing activities, which could have broader implications for the country's economic outlook.

According to the announcement from Binance, the platform will implement adjustments to the tick size of certain spot trading pairs by 2026-03-05 05:00 (UTC). This change aims to enhance market liquidity and improve the trading experience for users. The tick size refers to the minimum change in the unit price of a trading pair. Binance has provided details on the updated tick sizes for various trading pairs, which can be accessed through their Trading Parameters. The adjustment will not impact existing spot trading orders or other related functions. Orders placed before the update will continue to be matched using the original tick size. However, API users should note that the tick size via API will also change. They can use the GET /api/v3/exchangeInfo endpoint for the latest tick size information. Users are advised to adjust their trading bots accordingly to prevent any unnecessary disruptions in trading activities. The specific trading pairs affected by this update include ASTR/USDT, AUDIO/USDT, CFX/USDC, CFX/USDT, COTI/TRY, CTSI/USDT, DODO/USDT, FIDA/USDT, KAVA/USDT, LRC/USDT, MANTA/FDUSD, MANTA/USDC, MANTA/USDT, NFP/TRY, NFP/USDT, ONG/USDT, ONT/USDC, ONT/USDT, ROSE/TRY, STEEM/ETH, STEEM/USDC, STEEM/USDT, VET/EUR, VET/USDC, VET/USDT, WAN/USDT, YGG/USDC, and YGG/USDT. The updated tick sizes are designed to provide a more precise trading environment for these pairs. Binance emphasizes that the adjustments are part of their ongoing efforts to optimize trading conditions on the platform. Users are encouraged to stay informed about these changes and make necessary adjustments to their trading strategies. The platform apologizes for any inconvenience this may cause and appreciates the understanding and cooperation of its users.

Morpho reclaims its structure as buyers press advantage toward major resistance zone. source: https://ambcrypto.com/morpho-surges-11-as-buyers-take-control-can-1-80-unlock-a-bigger-breakout/

HTX Ventures and HTX DAO used Consensus Hong Kong 2026 to outline investment priorities, governance reforms and ecosystem expansion plans for the year ahead. source: https://catenaa.com/markets/cryptocurrencies/htx-units-outline-web3-roadmap-at-consensus/

North Korea has declared South Korea as a 'permanent enemy,' according to a report by the Korean Central News Agency on February 26. During the ninth congress of the Workers' Party of Korea, held in Pyongyang, North Korean leader Kim Jong-un emphasized the hostile stance towards South Korea, stating that it is considered a 'thorough enemy.' According to Jin10, Kim Jong-un asserted that North Korea has no relations with South Korea, which he described as the 'most hostile entity,' and will forever exclude it from the category of compatriots. This marks a firm principle in North Korea's stance, positioning the inter-Korean relationship as one of the most adversarial between nations. Kim Jong-un highlighted recent provocations, including airspace violations by South Korea, as evidence of its untrustworthiness as a neighbor. He dismissed the notion of dialogue and cooperation with South Korea as 'unscientific and unrealistic,' suggesting that North Korea will not pursue such engagements. Kim Jong-un further stated that as long as South Korea remains geopolitically adjacent to North Korea, its only path to security is to avoid contact with the North. He warned that any actions perceived as threats to North Korea's security environment could prompt a response from Pyongyang.

단일 시장을 속도와 규모 우위를 이용해 조작한 후 파생상품 시장에서 이익을 얻는다.

모건 스탠리는 2026년 상반기 중 E*Trade를 통해 소매 고객 대상 직접 암호화폐 거래 서비스를 출시할 예정이다. 이를 통해 사용자는 비트코인, 이더리움, 솔라나를 매매할 수 있게 된다. 해당 은행은 자체 암호화폐 보관 및 결제 플랫폼을 구축 중이며, 출시 시점에는 제로해시(Zerohash)를 활용해 거래·보관·결제 시스템을 운영할 계획이다.

비트코인이 미국 주식과 함께 반등하며 3% 상승해 6만6000달러 선을 다시 넘어섰다. 그러나 분석가들의 관심을 끄는 것은 단순히 가격 움직임만이 아니다.

인공지능, AI 에이전트, 컴퓨팅 파워, 2028년 글로벌 지능 위기? 현실의 미래는 이 보고서보다 더 잔혹할 것이다 골든파이낸스, AGI 시대: 중요한 것은 생산이 아니라 분배다.

엔비디아, 2026 회계연도 4분기 실적 발표…매출 시장 예상치 상회 회사는 다음 분기 매출 전망치를 780억 달러로 제시했으며, 이는 월가 예상치를 넘어선 수치다. 이러한 강력한 실적은 AI 투자 과열의 지속 가능성에 대한 시장의 우려를 완화하는 데 기여할 전망이다.

인공지능, 암호화폐, 자산, AI 에이전트, AI가 가져오는 충격에 어떻게 대처할 것인가? 골든파이낸스, AI가 발전할수록 현금과 자산을 더욱 잘 지켜야 한다.

스트라이프의 다음 단계는 차세대 글로벌 비즈니스 규칙을 정의하는 것이다.

일본 금융청(FSA)의 태도 변화는 현재 일본의 어떤 규제 동향을 반영하는가? 일본이 암호화폐 현물 ETF 거래를 출시하기까지 넘어야 할 장벽은 무엇이며, 시장 기회와 규제 장벽은 어떻게 동시에 업그레이드될 것인가?

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2979호를 발행합니다. 최신·최속의 디지털 화폐 및 블록체인 업계 소식을 제공합니다.