이더리움 재단사 비트마인(Bitmine)의 톰 리(Tom Lee) 회장은 인터뷰에서 지난 8년 동안 이더리움이 60% 이상의 조정(回撤)을 7차례 경험했으며, 이러한 조정 후에는 항상 빠른 회복세가 뒤따랐다고 밝혔다. 그는 이러한 움직임이 일반적으로 큰 폭의 하락 후 신속한 반등으로 나타난다고 지적했다. 톰 리는 또한 현재 암호화폐 시장이 바닥을 다지는 단계에 있다면, 일부 시장 동향을 볼 때 그러한 가능성이 존재한다고 언급하며, Strategy의 최근 약 25% 반등을 관찰 요소 중 하나로 꼽았다. 그는 역사적 경험에 따르면 이러한 반등은 대체로 빠른 회복 특성을 보인다고 설명했다. (CNBC)

미국 재정 적자는 단기적으로 변동하지만 장기적 추세는 악화되고 있다. 정책 약속은 실제 행동으로 전환되어야 하며, 그렇지 않으면 경제 위험을 가중시킬 것이다. 앞으로는 성장과 책임을 균형 있게 조화시켜 재정 안정성을 확보해야 한다.

Kalshi has ascended to the second position on the US Apple App Store's free apps chart, following closely behind ChatGPT. According to NS3.AI, this surge is likely driven by heightened interest in the Super Bowl. Polymarket reports a trading volume exceeding $700 million on the 'Super Bowl Champion' event, with Seattle currently holding a 75% probability of victory. This trend underscores the increasing retail interest in event-based prediction markets linked to major sports events.

Arthur Hayes has publicly wagered that the cryptocurrency HYPE will surpass the performance of any altcoin with a market capitalization exceeding $1 billion between February and July 2026. According to NS3.AI, this challenge comes amid criticism of HYPE's historical performance. The terms of the bet include a $100,000 donation to charity from the loser, directed to the winner's chosen cause.

The U.S. Federal Reserve is set to embark on a gradual approach to money printing, which is expected to mildly stimulate asset prices, according to economist and Bitcoin advocate Lyn Alden. According to Cointelegraph, Alden suggests that this strategy will not be as significant as the large-scale money printing anticipated by many in the Bitcoin community. In her February 8 investment strategy newsletter, Alden stated that her expectations align with the Federal Reserve's plans to expand its balance sheet at a pace similar to the growth of total bank assets or nominal GDP. She emphasized the importance of owning high-quality scarce assets while rebalancing away from overly euphoric areas towards under-owned sectors. U.S. President Donald Trump's nomination of Kevin Warsh as the next Federal Reserve Chairman has stirred reactions among market traders, who view Warsh as more hawkish on interest rates compared to other potential candidates. Interest rate policies have a significant impact on cryptocurrency prices, as expanding credit through increased money supply is generally seen as favorable for assets, while a contraction through higher interest rates can lead to economic slowdowns and lower prices. The upcoming Federal Open Market Committee (FOMC) meeting in March is not expected to result in an interest rate cut, with only 19.9% of traders anticipating such a move, down from 23% earlier. Current Federal Reserve Chairman Jerome Powell has provided mixed guidance on interest rate policies, despite having reduced rates multiple times in 2025. Powell highlighted the challenges of balancing inflation risks, which are tilted to the upside, against employment risks, which are on the downside. His term as chairman ends in May 2025, and Warsh's confirmation by the U.S. Senate remains pending, adding to investor uncertainty regarding interest rate policies in 2026.

Longer-dated Japanese government bonds (JGBs) experienced a decline following the landslide victory of Japan's Liberal Democratic Party (LDP) in the recent elections. Wall Street Journal (Markets) posted on X, highlighting the market's reaction to the political shift. The LDP's win is expected to influence Japan's economic policies, potentially affecting bond yields and investor sentiment. The election results have reinforced the LDP's position, allowing them to pursue their agenda with greater confidence. Analysts suggest that the party's policies may lead to changes in fiscal and monetary strategies, impacting the bond market. Investors are closely monitoring the situation, anticipating potential shifts in interest rates and government spending. The decline in longer-dated JGBs reflects concerns over possible adjustments in Japan's economic approach, as the LDP's victory could lead to increased government intervention in the economy. Market participants are evaluating the implications of the election outcome, considering how it might affect future bond performance and overall economic stability. As the LDP solidifies its control, the focus will be on how their policies will shape Japan's financial landscape. The bond market's response underscores the importance of political developments in influencing economic indicators and investor behavior.

멀티코인 캐피털은 암호화폐 산업의 최신 발전 현황을 바탕으로 암호화폐 분야의 8대 투자 테마를 제시했습니다. 멀티코인 캐피털은 이러한 테마들이 향후 10년간 암호화폐와 탈중앙화 금융(DeFi)의 발전을 주도할 것이라고 전망합니다.

Japan's real wages have decreased for the twelfth consecutive month, according to data released on Monday. This decline is attributed to nominal wage growth being slightly lower than the slowing consumer inflation. According to Jin10, after raising interest rates by 25 basis points to 0.75% in December, wage trends have become a crucial factor for the Bank of Japan in determining the timing of its next rate hike. As a key indicator of consumer purchasing power, inflation-adjusted real wages fell by 0.1% year-on-year in December. This continues the shrinking trend that began in January 2025, although the decline has narrowed to the lowest level in this contraction cycle. The annual data released on Monday shows that Japan's real wages fell by 1.3% in 2025. This marks the fourth consecutive year of decline since consumer inflation began exceeding the Bank of Japan's 2% target in 2022.

미국 슈퍼볼(Super Bowl) 경기의 영향으로 Kalshi가 미국 애플 앱 스토어 무료 차트에서 ChatGPT에 이어 2위를 기록했다. 현재 Polymarket에서 '미국 슈퍼볼 우승팀' 이벤트 거래량은 7억 달러를 넘어섰으며, 시애틀의 우승 확률은 75%로 나타났다.

Crypto KOL Simon Hayes posted on X. The analysis of Silver ($XAG) on both daily and monthly timeframes reveals potential short-term and long-term trends. On the daily chart, Silver is maintaining its position above the rising support line, which is currently between $68 and $66. If Silver continues to hold this support, it may consolidate for several weeks before resuming its upward trend, with resistance identified around $92. In a broader perspective, the monthly chart suggests longer-term possibilities. If the current bull run in precious metals concludes, Silver might experience a decline to test historic support levels between $50 and $48. Such a movement could unfold over several months or even years.

Arthur Hayes는 X 플랫폼에 게시한 글에서 Kyle Samani가 HYPE의 부진한 성과를 지적한 발언에 대해 베팅을 제안했습니다. Arthur Hayes는 2026년 2월 10일 00:00 UTC부터 2026년 7월 31일 00:00 UTC까지 HYPE의 달러 기준 가격이 CoinGecko 상 시가총액 10억 달러 이상인 모든 알트코인보다 우수한 성과를 낼 것이라고 예측했다. 패자는 승자가 지정한 자선단체에 10만 달러를 기부해야 한다.

Oil prices experienced a decline as traders potentially adjusted their positions in response to ongoing developments in the Middle East. Wall Street Journal (Markets) posted on X, highlighting the impact of geopolitical tensions on the energy market. The situation in the region has led to uncertainty, prompting market participants to reassess their strategies. Analysts suggest that the fluctuations in oil prices are influenced by the complex dynamics of supply and demand, as well as the geopolitical landscape. The market is closely monitoring the situation, with potential implications for global energy supplies and economic stability. Traders are advised to stay informed about the evolving circumstances and adjust their positions accordingly.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2962호를 발행합니다. 최신, 가장 빠른 디지털 화폐 및 블록체인 업계 소식을 제공합니다.

골든 위클리는 골든 캐피털이 선보이는 주간 블록체인 업계 요약 코너로, 일주일 간의 주요 뉴스, 채굴 정보, 프로젝트 동향, 기술 발전 등 업계 동향을 다룹니다.

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.