On February 25, Moody's released an in-depth industry report highlighting significant financial risks emerging from the technology sector's race to build artificial intelligence infrastructure. According to BlockBeats, the five largest U.S. cloud service providers have collectively committed to future data center leases amounting to $662 billion. These leases have not yet commenced, and therefore, are not currently reflected as liabilities on their balance sheets. However, as these leases begin over the coming years, more than $500 billion in data center activities will be formally recorded. Moody's report analyzed the financial disclosures of Amazon, Meta, Alphabet (Google's parent company), Microsoft, and Oracle, noting that the unprecedented scale of AI data center construction is exerting significant pressure on traditional accounting metrics. By the end of 2025, the cumulative undiscounted future lease commitments of these tech giants will reach $969 billion, with over two-thirds, or $662 billion, representing leases that have yet to start. Under U.S. Generally Accepted Accounting Principles (GAAP), these companies are not required to record these substantial obligations on their current balance sheets. These "off-balance sheet" commitments are akin to implicit debt, which, once converted to on-balance sheet liabilities, will significantly increase adjusted debt levels and potentially impact financial flexibility and credit ratings.

Polling data from 2024 indicates that grocery affordability is a major concern for Americans. Bloomberg posted on X, highlighting that this issue has become a significant topic of discussion among the public. The data reflects growing worries about the cost of living and its impact on household budgets. As economic conditions continue to evolve, the affordability of essential goods remains a critical issue for many citizens.

Mexico's central bank is contemplating additional interest rate reductions, driven by a sluggish domestic economy and a robust currency, according to a board member. Bloomberg posted on X, highlighting the potential for monetary policy adjustments as the country navigates economic difficulties. The board member emphasized that the current economic conditions provide the central bank with the flexibility to implement further rate cuts, aiming to stimulate growth and address economic challenges. The stronger currency has also contributed to the central bank's ability to consider such measures, as it provides a buffer against inflationary pressures. The central bank's decision-making process will continue to be influenced by domestic economic indicators and global financial trends, ensuring that any policy changes align with the broader economic objectives. As Mexico faces ongoing economic hurdles, the central bank remains committed to supporting growth through strategic interest rate adjustments.

U.S. President Donald Trump has proposed that revenue from tariffs could potentially replace the income tax. Bloomberg posted on X, highlighting Trump's assertion that tariff money could serve as an alternative to income tax revenue. This suggestion comes amid ongoing discussions about the economic impact of tariffs and their role in the U.S. financial system. Trump's comments have sparked debate among economists and policymakers regarding the feasibility and implications of such a shift in tax policy.

Theo dõi dữ liệu từ Onchain Lens, hai ví mới tạo đã rút 687,72 BTC từ Binance, trị giá 45,72 triệu đô la.

Bitcoin’s price rebounded sharply on Wednesday, climbing more than 3% to trade above $66,000, as improving risk sentiment in U.S. equities and renewed ETF inflows helped crypto markets stabilize after a weak start to 2026.At the time of writing, Bitcoin (BTC) is trading around $66,800, extending its recovery as analysts point to a growing divergence between Bitcoin, stocks, and gold that has historically preceded major upside moves.Key TakeawaysBitcoin rose over 3%, reclaiming the $66,000 level alongside a rebound in U.S. equities.$258 million in net inflows into spot Bitcoin ETFs signaled renewed institutional demand.The Coinbase Premium Index flipped positive, suggesting U.S.-based buyers are stepping back in.Bitcoin’s correlation with stocks and gold is at multi-year lows, a pattern that has previously preceded strong BTC rallies.Bitcoin Tracks U.S. Equity ReboundBitcoin’s recovery closely mirrored gains in U.S. stock markets, where technology and AI-linked shares led a broad rebound. On Tuesday:The Nasdaq Composite gained 1.05%The S&P 500 rose 0.68%The Dow Jones Industrial Average added 421 points, up 0.86%Crypto-related equities also posted moderate gains, with Coinbase (COIN) rising 1.1% and Strategy (MSTR) up roughly 0.7%. The rebound in equities appears to have eased selling pressure across risk assets, including cryptocurrencies.Coinbase Premium and ETF Inflows Signal U.S. DemandOne of the strongest bullish signals came from the Bitcoin Coinbase Premium Index, which tracks the price difference between BTC on Coinbase and Binance. The metric turned positive for the first time since mid-January, indicating stronger buying pressure from U.S.-based investors.Analysts note that maintaining a positive premium is critical for sustaining upside momentum.Institutional interest also resurfaced, with spot Bitcoin ETFs recording $258 million in net inflows on Tuesday, reinforcing the view that recent price weakness may have been driven more by short-term de-risking than a structural shift in sentiment.Bitcoin–Gold and Stock Correlation Hits Multi-Year LowsDespite the short-term rebound, Bitcoin remains deeply disconnected from traditional risk assets. Over the past six months:Gold has surged roughly 50%The S&P 500 is up around 7%Bitcoin remains down more than 40% from its peakCurrent data shows Bitcoin’s correlation with the S&P 500 near 0.32, and negative correlation with gold around -0.45, marking the weakest relationship since the late-2022 FTX collapse.Onchain analytics firms argue that such extreme divergence has historically not persisted for long.“When an asset that is usually correlated breaks away this dramatically, it typically doesn’t stay disconnected forever,” analysts noted, adding that past episodes have often preceded significant upside for Bitcoin and altcoins.Liquidity, Not Narrative, Driving the DisconnectMarket participants caution against viewing the Bitcoin-versus-gold debate purely as a price comparison. Instead, liquidity conditions and leverage flows remain the dominant drivers.Analysts at QCP Capital argue that the divergence reflects position unwinds and leverage-driven selling, rather than a breakdown in Bitcoin’s long-term thesis.“Bitcoin still behaves like a long-term inflation hedge and an increasingly credible form of collateral,” the firm noted, emphasizing that adoption by institutions, banks, corporates, and even nation-states accelerated throughout 2025, according to Cointelegraph.

Canada's IPO market, which has struggled for years, is beginning to show signs of recovery. Bloomberg posted on X, highlighting the renewed interest in initial public offerings within the country. This development comes after a prolonged period of inactivity and unsuccessful attempts to invigorate the market. Analysts are cautiously optimistic, noting that while the market is not yet booming, the recent activity suggests potential growth. The resurgence is attributed to various factors, including favorable economic conditions and increased investor confidence. As companies explore public listings, the Canadian market may see further developments in the coming months.

Novo Nordisk has announced a partnership with U.S. biotech company Vivtex to create innovative treatments for obesity, diabetes, and other metabolic disorders. Bloomberg posted on X, highlighting that the collaboration could be valued at up to $2.1 billion. This strategic alliance aims to leverage Vivtex's expertise in drug delivery technologies to enhance Novo Nordisk's capabilities in addressing metabolic health challenges. The partnership underscores the growing focus on developing effective solutions for prevalent health issues such as obesity and diabetes, which continue to impact global populations. Both companies are committed to advancing research and development efforts to bring new therapies to market, potentially transforming the landscape of metabolic disease treatment.

U.S. President Donald Trump's handling of tariffs has been more restrained than many anticipated. Bloomberg posted on X, highlighting that several analysts, including some who initially predicted a more aggressive stance, have been surprised by his approach. This unexpected moderation has sparked discussions among experts and policymakers about the potential implications for international trade and economic relations. Observers continue to analyze the long-term effects of this strategy on global markets.

U.S. President Donald Trump has emphasized the strength of the American economy, citing macroeconomic indicators such as the stock market. Bloomberg posted on X, noting that Trump can use these indicators to argue that the nation is performing well economically. Despite various challenges, the stock market remains a key point of reference for assessing economic health. Trump's focus on these indicators comes amid ongoing debates about the broader economic landscape and its impact on the average American.

Jinse Finance ra mắt "Jinse Web3.0 Daily", cung cấp cho bạn những tin tức mới nhất và nhanh nhất về MEME, DeFi, DAO, NFT và ngành công nghiệp metaverse.

Giao thức Aave đã phát triển thành một dự án trị giá 2 tỷ đô la, nhưng vẫn chưa giải đáp được một số câu hỏi cơ bản. Liệu DAO có sở hữu thương hiệu Aave? Liệu Labs đang phục vụ những người nắm giữ token hay đang hợp tác với họ?

Chưa bao giờ các tổ chức và doanh nghiệp lại hào hứng với tiền điện tử đến vậy. Trong khi đó, những người am hiểu về tiền điện tử dường như đang mắc kẹt trong một vòng xoáy chán nản không hồi kết.

Tính đến ngày 20 tháng 2, lượng Bitcoin mà BitDeer nắm giữ đã chính thức bằng không.

Đến năm 2026, việc mã hóa tài sản trong thế giới thực (RWA) sẽ vượt qua giai đoạn thử nghiệm và giai đoạn chứng minh khái niệm.

Web 4.0 không chỉ là một sự đổi mới công nghệ, mà còn là một sự chuyển đổi sâu sắc về cấu trúc xã hội và mô hình kinh tế.

Các tác nhân AI đang bắt đầu tự làm việc, blockchain đang trở thành loại tiền tệ cơ bản của nền kinh tế máy móc, ranh giới giữa thực tế và ảo ngày càng trở nên mờ nhạt, và làn sóng Web 4.0 đang lan rộng.

MoonPay vừa ra mắt MoonPay Agents, một công cụ cho phép hệ thống AI tạo ví, giữ tiền và thực hiện các giao dịch tiền điện tử mà không cần sự can thiệp của con người sau khi đã nạp tiền. Nền tảng này được xây dựng trên MoonPay CLI và hỗ trợ giao dịch, hoán đổi, thanh toán định kỳ và giao dịch giữa máy với máy, đồng thời vẫn giữ quyền kiểm soát cho người dùng.

Theo các nguồn tin, Stripe đang xem xét việc mua lại đối thủ PayPal, khi gã khổng lồ fintech một thời này đang phải vật lộn với sự cạnh tranh ngày càng gay gắt, sự thay đổi nhân sự cấp cao và giá cổ phiếu giảm 85% so với mức đỉnh năm 2021.

Báo cáo "HALO Impact" của Goldman Sachs chỉ ra rằng trong kỷ nguyên AI, thị trường đang chuyển từ "các tài sản có thể mở rộng, không cần nhiều tài nguyên" sang "các tài sản vật lý khó sao chép".