Moelis & Company has appointed Kyle Reidy to spearhead its private credit secondaries division. Bloomberg posted on X, highlighting that the decision comes as dealmaking activity slows, prompting increased interest in private credit secondaries. Reidy's leadership is expected to navigate the growing demand in this sector, which has become a focal point for investors seeking alternative opportunities. Moelis aims to capitalize on this trend by enhancing its capabilities and expanding its market presence in private credit secondaries.

The second day of the Consensus Hong Kong conference shifted its focus to developers, following an initial emphasis on institutional providers and traders. According to NS3.AI, the event featured discussions and presentations designed to engage the technical community and highlight current development trends. This change in focus underscores the conference's comprehensive approach to covering various participants in the cryptocurrency market.

The U.S. National Credit Union Administration (NCUA) has put forward a proposal to establish a licensing framework for its member credit unions to issue stablecoins. According to NS3.AI, this framework necessitates that credit unions secure a specific license and stipulates that stablecoin issuance must be conducted through non-credit union subsidiaries. The proposal also ensures that there is no discrimination against public blockchain platforms. Currently, the proposal is open for public comments before it is finalized.

Leading investment banks, including JPMorgan and Morgan Stanley, are showing reluctance in offering essential financing for renewable energy projects in the United States. Bloomberg posted on X, highlighting the cautious stance these financial institutions are taking amid the evolving landscape of renewable energy investments. The hesitation stems from various factors, including regulatory uncertainties and market dynamics that are influencing the decision-making processes of these banks. As the renewable energy sector continues to grow, the need for substantial financial backing becomes increasingly critical to support the development and expansion of projects. Despite the potential for growth in the renewable energy market, investment banks are carefully evaluating the risks and returns associated with financing these projects. The cautious approach reflects broader concerns about the stability and profitability of investments in the renewable sector. This trend of hesitancy among major banks could impact the pace at which renewable energy projects are developed, potentially slowing down the transition to cleaner energy sources in the U.S. As the industry navigates these challenges, stakeholders are closely monitoring the financial strategies of key players like JPMorgan and Morgan Stanley.

ICON shares experienced a significant decline in premarket trading following the company's announcement that it might have overstated some of its previous revenue figures. Bloomberg posted on X, highlighting that the health care services contractor has also withdrawn its financial guidance for the year. This development has raised concerns among investors and analysts, leading to increased scrutiny of ICON's financial practices. The company's decision to retract its guidance suggests potential challenges in accurately forecasting its financial performance. As the situation unfolds, stakeholders are closely monitoring any further updates from ICON regarding its revenue reporting and future projections.

I Squared Capital and CPP Investments have announced their acquisition of Inkia, a leading power producer in Peru. Wall Street Journal (Markets) posted on X that this strategic move is expected to capitalize on the increasing energy demand in the country. Inkia, known for its significant presence in the Peruvian energy sector, is well-positioned to benefit from the growing need for power as the nation continues to develop its infrastructure and economy. The acquisition aligns with I Squared Capital and CPP Investments' strategy to invest in essential infrastructure that supports economic growth and sustainability. This deal underscores the importance of the energy sector in Peru's economic landscape and highlights the potential for future investments in the region.

A US-based hotel chain is reassessing its strategies following revelations about the ownership of one of its branded hotels in Germany. Bloomberg posted on X that the hotel is owned by individuals with connections to the Iranian government. The chain is now exploring various possibilities to address the situation, which has raised concerns about its operations in the region. The ownership issue has prompted the company to consider its next steps carefully, as it seeks to maintain its reputation and compliance with international regulations.

CarMax has appointed Keith Barr as its new Chief Executive Officer, aiming to modernize the company and boost its performance. Bloomberg posted on X, highlighting Barr's previous role as the head of InterContinental Hotels Group, where he was recognized for his leadership in innovation and growth. CarMax is looking to leverage Barr's expertise to navigate the evolving automotive retail landscape and strengthen its market position. The company anticipates that Barr's strategic vision will drive significant improvements in operational efficiency and customer engagement.

UBS, Switzerland's largest bank, has significantly increased its Bitcoin exposure by 300% through IBIT. According to NS3.AI, this move highlights a substantial expansion of UBS's involvement in the cryptocurrency sector. The development underscores the growing institutional interest and adoption of digital assets by major financial institutions.

Chinese gold demand remained strong at the start of the year, with inflows into gold exchange-traded funds hitting a record high for January, according to the World Gold Council.In its Monthly Review of the Chinese Gold Market, the World Gold Council said Chinese gold ETFs recorded net inflows of 44 billion yuan ($6.2 billion), equivalent to 38 metric tons, in January, marking the highest January inflow on record. Both total assets under management and total ETF gold holdings reached new all-time highs.Physical demand and festival restocking support marketUpstream physical demand also remained resilient. Total gold withdrawals from the Shanghai Gold Exchange reached 126 tons in January, up 1 ton year-on-year and 11 tons month-on-month.The World Gold Council attributed the strength to robust gold bar sales and increased inventory restocking by jewelry retailers ahead of the Spring Festival, a period that typically drives seasonal demand.Central bank buying continuesOn the official sector side, the People’s Bank of China continued to add gold to its reserves in 2026. The central bank increased its holdings by 1.2 tons in January, bringing total gold reserves to 2,308 tons.Gold now accounts for 9.6% of China’s total foreign exchange reserves, underscoring continued diversification efforts amid global macro uncertainty.Investor implicationsThe record ETF inflows highlight strong investor appetite for gold in China, reflecting a combination of safe-haven demand, seasonal buying, and sustained central bank accumulation. The data reinforces gold’s role as a core defensive asset for both retail and institutional investors at the start of the year. 

Vitalik luôn là người có nguyên tắc. Tôi không nhớ anh ấy từng trải qua giai đoạn nào như thế này.

Nếu Ethereum thực sự muốn hiện thực hóa lý tưởng và mục tiêu của Vitalik trong kỷ nguyên AI, có lẽ nó sẽ cần nhiều lần cải tiến hơn và chú trọng, theo dõi sát sao hơn nữa AI trong tương lai.

Hãy cảnh giác với những dự án thay đổi mô hình kinh doanh cốt lõi cứ ba tháng một lần. Đổi mới thực sự đòi hỏi sự vun đắp chuyên sâu, và những thay đổi chiến lược thường xuyên chỉ là nỗ lực che đậy sự thất bại của các mô hình kinh doanh cũ.

Trong bối cảnh triển vọng kinh tế vĩ mô năm 2026, ARK Invest xác định bốn xu hướng chính đang nâng cao giá trị của Bitcoin và cho rằng nó đang phát triển từ một tài sản "tùy chọn" bên lề thành một tài sản chiến lược không thể thiếu trong danh mục đầu tư của các tổ chức.

Từ cơn sốt Memecoin đến cơ sở hạ tầng tác nhân thông minh, Bankr đóng vai trò là lớp thực thi, và nhiều hơn nữa...

Đầu năm 2026 lạnh hơn dự kiến. Chúng ta cứ tưởng rằng sau một thời kỳ thị trường gấu kéo dài, mùa xuân đã cận kề, nhưng thực tế lại là một đợt "lạnh đột ngột" bất ngờ.

"Ngành đầu tư mạo hiểm đang trong quá trình chuyển đổi từ mô hình 'dựa trên phán đoán' sang mô hình 'dựa trên năng lực để chốt thương vụ'."

Ngân hàng, tài chính truyền thống, hệ thống tài chính, điểm kỳ dị đang đến: khi công nghệ mã hóa viết lại logic nền tảng của ngân hàng kỹ thuật số. Tài chính Vàng: Ai sẽ trở thành siêu ứng dụng tiền điện tử tiếp theo?

Bộ Tài chính Anh đã chọn nền tảng Orion của HSBC để thí điểm trái phiếu chính phủ được mã hóa, đưa Anh trở thành quốc gia G7 đầu tiên thử nghiệm công nghệ blockchain cho nợ công. Dự án thí điểm DIGIT sẽ khám phá khả năng thanh toán nhanh hơn trên chuỗi và hướng đến mục tiêu thúc đẩy cơ sở hạ tầng kỹ thuật số trên khắp các thị trường tài chính của Anh.

Hai tài liệu về tiền điện tử đã được công bố cách đây vài ngày, và chúng gần như tràn ngập trên trang mạng xã hội của tôi. Tôi thấy nhiều đồng nghiệp viết bài để phân tích chúng, và các video ngắn cũng sôi nổi thảo luận về các tổ chức và nhóm RWA.