1. 비탈릭, 이더리움 '만성적 죽음' 발언에 대한 답변: 시스템 업그레이드를 위해 4차례의 주요 변화를 계획 중; 2. 이더리움, 머지 이후 유통량 95만 개 이상 증가, 연간 인플레이션율 약 0.23%; 3. DFINITY 재단: 클라우드 엔진 수익의 20%를 ICP 소각에 사용; 4. 코인베이스 CEO: 코인베이스가 미국 내 BTC 및 ETH ETF 자산의 80% 이상을 보관 중, 2025년 유입액 정점 310억 달러 예상; 5. 10x 리서치: 서클(Circle), 다중 호재에 힘입어 펀더멘털과 기관 투자자 동조 효과로 주가 상승; 6. IoTeX 개인 키 유출 의혹으로 430만 달러 상당 토큰 손실 발생; 7. IoTeX: 토큰 금고 의심 활동 인지, 해커 자산 추적 및 동결 중; 8. Polymarket에서 '미국, 3월 31일 이전 이란 공격' 사건 확률 63%로 상승; 9. VanEck 온체인 보고서: 장기 보유자 매도 압력 완화, 해시 파워 감소로 향후 수익 구조 개선 가능성; 10. Uniswap: AI 에이전트 온체인 작업 지원을 위한 7가지 신규 기능 출시; 11. Nakamoto, 약 8163만 달러에 BTC Inc 및 UTXO 인수 완료.

null source: https://x.com/wublockchain/status/2025170847950938233

Investors often seek strategies to maximize returns by steering clear of underperforming companies. Bloomberg posted on X, highlighting the importance of identifying and avoiding investments in companies with poor financial health or negative market outlooks. This approach can be crucial for maintaining a robust investment portfolio. Financial experts suggest that thorough research and analysis are essential in recognizing companies that may not yield favorable returns. By examining financial statements, market trends, and industry performance, investors can make informed decisions to avoid potential losses. The strategy of avoiding poorly performing companies is not just about minimizing risk but also about reallocating resources to more promising opportunities. This method can lead to more stable and potentially profitable investment outcomes. In conclusion, while the market offers numerous investment opportunities, discerning investors prioritize due diligence to ensure their portfolios are not burdened by companies with bleak prospects.

Chain analysis platform 10x Research recently highlighted the varied performance of crypto-related stocks. According to PANews, Circle's stock (CRCL) has surpassed its 7-day and 30-day moving averages, indicating bullish technical signals with a weekly increase of approximately 3.6%. On the fundamental side, Circle has entered a strategic partnership with Polymarket, which will use native USDC as its primary settlement asset, expanding USDC's role in prediction markets. Institutional interest is evident as ARK Invest, led by Cathie Wood, increased its holdings by 218,000 shares of CRCL during a market pullback, valued at around $13 million, reflecting growing institutional confidence. Analysts suggest that under the GENIUS Act framework, the digital dollar reserve may more directly flow into the U.S. Treasury market, positioning Circle as a potential major beneficiary of this trend.

VanEck released a mid-February 2026 Bitcoin analysis report, highlighting significant market sentiment shifts and leverage adjustments. According to PANews, the report indicates that despite these fluctuations, Bitcoin's on-chain activity remains resilient, with a slowdown in mid-cycle distribution and tightening miner supply suggesting stronger fundamentals than current prices reflect. Bitcoin has experienced a 29% decline over the past 30 days, leading to deteriorating market sentiment. This downturn has pushed the Net Unrealized Profit/Loss (NUPL) into the anxiety zone, with moments of panic, while leverage reset has brought open interest levels back to those seen in September 2024. Mid-term holders are driving distribution, although sales have slowed. Actual sales are still concentrated among those holding for 1 to 5 years, with a noticeable slowdown in the distribution of tokens held for over a year in the past month. Miner profit margins have narrowed, and hash rate has contracted by approximately 14% over the last 90 days, indicating a tightening mining economy. Historically, such conditions have been precursors to stronger future Bitcoin returns.

Key Takeaways Darknet markets processed nearly $2. 6 billion in crypto transactions in 2025. Fentanyl precursor payments declined sharply, preceding a […] The post Darknet Markets Processed $2. source: https://coindoo.com/darknet-markets-processed-2-6-billion-in-crypto-in-2025-according-to-a-new-report/

Crypto KOL Ted posted on X about the historical patterns observed in the BTC/Gold market cycle. According to Ted, the BTC/Gold ratio has shown a consistent pattern of bottoming out after 14 months in previous cycles. This trend was noted in 2014, 2018, and 2022, where each cycle reached a bottom after a 14-month period. Currently, the BTC/Gold bear market has persisted for 14 months, leading to speculation about whether a bottom has been reached in this cycle as well. Ted's analysis suggests that if historical patterns hold, the market may be at or near a bottom, although this remains speculative and subject to market conditions. The observation raises questions about the predictability of market cycles and whether past performance can be an indicator of future trends. Investors and analysts are closely monitoring the situation to determine if the BTC/Gold ratio will follow the same pattern as in previous years.

European Central Bank Governing Council member and Bank of Italy Governor Fabio Panetta has commented on the economic impact of tariffs imposed by U.S. President Donald Trump. According to Jin10, Panetta stated that the U.S. economy has borne the majority of the burden from these tariffs. Speaking in Venice on Saturday, he noted that foreign exporters have absorbed approximately 10% of the losses. Initially, U.S. businesses absorbed these losses through reduced profits, but over time, some of the costs have been passed on to consumers, who now bear about half of the burden. Overall, tariffs are estimated to have contributed slightly more than 0.5 percentage points to U.S. inflation.

Is ETH finally going to rebound decisively, or will there be another crash to new lows. source: https://cryptopotato.com/ethereum-eth-forms-a-bullish-flag-but-theres-a-major-catch-analyst/

null source: https://x.com/wublockchain/status/2025167297674109146

폴리마켓, 예측, 로이드 카페에서 폴리마켓까지: 예측 시장이 보험 산업을 재편하고 있다 골든파이낸스, 전례 없는 '보험 대이탈'이 미국에서 벌어지고 있다.

미국 연방대법원은 6대 3의 표결 결과로 트럼프의 글로벌 관세 정책을 기각했다. 이는 트럼프 취임 이후 겪은 가장 큰 정책적 좌절이다.

인터넷이 해결한 것은 정보가 기계 사이에서 어떻게 흐르는가였다. 그렇다면 에이전트 시대가 진정으로 해결하려는 것은 능력이 기계 사이에서 어떻게 흐르고 즉각적으로 실현되는가이다.

웹3 산업에서 주류로 자리 잡은 분야를 평가한다면, 스테이블코인과 예측 시장이 유일한 두 가지 답일 수 있다.

AI는 강력하고 심지어 영리하다. 하지만 취약하다. 규율과 체계적 사고 아래에서 사용될 때, 그것은 힘의 증폭기다. 함부로 사용될 때, 그것은 소음에 불과하다.

버핏은 은퇴 전 3년간 꾸준히 주식을 순매도해왔으며, 간신히 새로 진입한 포지션들도 2026년에 들어서도 연이어 '폭락'을 기록하고 있다. 예를 들어 최근 유니온헬스케어는 하루 만에 20% 급락했다.

미국 연방대법원은 판결을 발표하며 미국의 '국제 비상 경제 권한법'이 대통령에게 대규모 관세 부과 권한을 부여하지 않았다고 인정했다. 이는 트럼프 정부의 관세 정책이 큰 차질을 빚게 되었음을 의미한다.

미국 연방대법원은 트럼프 취임 이후 가장 논란이 된 '전 세계 관세' 정책에 대해 최종 판결을 내렸다: 위법, 취소.

모델 능력과 에이전트 공학의 발전, 기업 데이터 거버넌스와 조직 적응성의 향상과 함께, 에이전트는 점차 모든 기업에서 매우 경쟁력 있는 디지털 직원으로 자리매김할 것이다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2974호를 발행합니다. 최신·최속의 디지털 화폐 및 블록체인 업계 소식을 제공합니다.