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.

A potential block on stablecoin yield payments in the United States could lead other countries to offer such options, according to Takatoshi Shibayama, Asia-Pacific lead at crypto wallet company Ledger. According to Cointelegraph, Shibayama suggested that if the U.S. enacts a broader ban on stablecoin yields, it would initiate discussions among institutions, stablecoin issuers, and regulators internationally on how to address the situation. Shibayama noted that countries like Australia have provided regulatory carveouts for stablecoin issuers, yet most stablecoins globally are not offering yields or rewards to users to safeguard banking interests. He emphasized that a change in U.S. policy could spark significant dialogue between stablecoin issuers and regulators about allowing yields or rewards to be distributed to users. The U.S. Senate is currently deliberating a bill to define how market regulators will oversee crypto activities. However, a provision backed by banking lobbyists to prohibit third-party platforms from offering stablecoin yields has stalled the legislation, facing resistance from crypto lobbyists. Meanwhile, Shibayama observed a shift in Asia's financial sector's approach to crypto. Since last year, there has been a separation between crypto and blockchain technology in Asia, with institutions focusing more on blockchain applications rather than cryptocurrency exposure. They are exploring possibilities like tokenizing financial products and issuing stablecoins, rather than engaging in decentralized finance (DeFi) and staking. Asset managers, however, are still interested in launching crypto products to diversify offerings for clients, drawn by the lack of stringent regulations requiring regulated custodians. Shibayama noted that while asset managers prefer regulated custodians, they are becoming more selective in choosing custody providers.

New Zealand's inflation is anticipated to surpass the Reserve Bank's 1-3% target range for a significant portion of the year, driven by escalating fuel prices linked to the Iran conflict. Bloomberg posted on X that three out of the four major local banks have projected this inflationary trend. The ongoing geopolitical tensions have led to increased fuel costs, which are expected to impact the country's inflation rates. The Reserve Bank may face challenges in maintaining its target as these external factors continue to influence the economy.

Nomura Securities economist Jeong Woo Park has indicated that if the conflict in Iran extends beyond three months, the likelihood of a rate hike by the Bank of Korea may increase. According to Jin10, rising oil prices have heightened the central bank's sensitivity to inflation, and prolonged tensions in the Middle East could push inflation above the central bank's 2% target, potentially triggering a rate increase. Despite the economic drag from rising oil prices, strong overseas demand for semiconductors and domestic fiscal support appear to limit downside growth risks. Nomura maintains its forecasts for South Korea's GDP growth and inflation in 2026 at 2.3% and 2.4%, respectively, both higher than the Bank of Korea's projections.

레저(Ledger)의 아시아태평양 지역 책임자 타카토시 시바야마(Takatoshi Shibayama)는 미국이 스테이블코인 수익 지급을 더 광범위하게 금지할 경우, 다른 국가의 기관, 스테이블코인 발행사 및 규제 당국 간에 관련 논의가 전개될 것이라고 밝혔다. 그는 호주 등 일부 국가가 이미 스테이블코인 발행사에 규제 면제를 제공하고 있지만, 현재 대부분의 스테이블코인은 은행의 이익을 보호하기 위해 미국 이외의 지역에서도 사용자에게 수익이나 보상을 제공하지 않고 있다고 지적했다. 미국 정책이 변경될 경우, 각국 스테이블코인 발행사와 규제 당국 간에 사용자에게 수익을 전달하는 것을 허용할지에 대한 논의가 크게 늘어날 전망이다. 현재 미국 상원은 암호화폐 규제 법안을 추진 중이지만, 은행 업계 로비 단체가 지지하는 제3자 플랫폼의 스테이블코인 수익 제공 금지 조항으로 인해 입법이 교착 상태에 빠졌으며, 암호화폐 업계 로비 측은 이에 반대하고 있다. 시바야마는 또한 아시아 금융 기관들의 암호화폐 업계에 대한 관심 방식이 변화했으며, 작년부터 암호화폐와 블록체인 기술 간에 어느 정도 분리 현상이 나타나고 있다고 언급했다. 기관들은 디파이(DeFi)나 스테이킹과 같은 암호화폐 고유 상품보다는 금융 상품의 토큰화와 스테이블코인 발행에 더 주목하고 있으며, 비트코인이나 이더리움과 같은 암호화폐 자산은 논의 대상에서 제외되고 있다. 다만 자산운용사들은 여전히 고객의 선택지를 넓히기 위해 암호화폐 상품 출시를 고려하고 있다.

A recent study conducted by Cambridge University has revealed insights into the resilience of Bitcoin's network infrastructure. According to NS3.AI, the research indicates that between 72% and 92% of inter-country submarine cables would need to fail randomly for more than 10% of Bitcoin nodes to disconnect. In scenarios involving targeted attacks, this threshold decreases significantly, requiring only 5% to 20% of cables to fail to achieve a similar level of disconnection. The findings underscore the robustness of Bitcoin's network against widespread disruptions, while also highlighting vulnerabilities in the event of targeted attacks.

Economic tensions are anticipated to escalate as the TACO window approaches closure. Bloomberg posted on X, highlighting insights from John Authers regarding the potential for increased volatility in the financial markets. The closing of the TACO window, a critical period for economic adjustments, is expected to bring heightened uncertainty and challenges for investors. Analysts suggest that market participants should prepare for possible fluctuations and shifts in economic dynamics as this period concludes. The implications of the TACO window's closure are likely to impact various sectors, prompting a reassessment of strategies and forecasts. As the window narrows, stakeholders are advised to remain vigilant and responsive to emerging trends and developments.

Hong Kong's chip stocks experienced a notable surge during trading hours, with Zhaoyi Innovation (03986.HK) rising over 8%. According to Jin10, Huahong Semiconductor (01347.HK) also saw an increase of more than 5%. Other companies such as Horizon Robotics (09660.HK), Hongguang Semiconductor (06908.HK), Innosec (02577.HK), and Biren Technology (06082.HK) followed suit with gains. The upward movement in these stocks reflects a positive sentiment in the semiconductor sector within the Hong Kong market.

Japan's defense minister announced that the country has no intention of deploying warships to the Strait of Hormuz. Bloomberg posted on X that this decision comes despite U.S. President Donald Trump's urging for Tokyo to take action ahead of a summit meeting with Takaichi scheduled later this week. The Strait of Hormuz is a strategic waterway, and the U.S. has been seeking support from allies to ensure security in the region. However, Japan has opted to maintain its current stance and not participate in military operations there.

The Philippine peso is approaching the significant psychological threshold of 60 pesos per dollar. Bloomberg posted on X, indicating that this development has led the central bank to take action to bolster the currency. The intervention aims to stabilize the peso amid concerns over its weakening value.

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