Hong Kong's semiconductor stocks experienced a notable rise in early trading. According to Jin10, TianShu Intelligence (09903.HK) saw an increase of over 7.5%, while ASML Holding (00600.HK) rose by more than 6%. Additionally, GigaDevice Semiconductor (03986.HK) climbed over 3%, and both Montage Technology (06809.HK) and SMIC (00981.HK) gained more than 1%. This upward trend reflects positive investor sentiment in the semiconductor sector.

According to data from SoSoValue, on February 12 (Eastern Time), the XRP spot ETF saw a total net outflow of $6.424 million. According to Odaily, the Canary XRP ETF (XRPC) recorded a net inflow of $1.4449 million on the same day, bringing its historical total net inflow to $413 million. Meanwhile, the Grayscale XRP Trust ETF (GXRP) experienced a net outflow of $8.9104 million, with its historical total net inflow reaching $131 million. As of the time of reporting, the total net asset value of the XRP spot ETF stands at $971 million, with an XRP net asset ratio of 1.18%, and a cumulative historical net inflow of $1.224 billion.

据链上分析师@ai_9684xtpa 监测，累计做多 10.5 万枚 ETH 的多军把 3000 枚 ETH 加仓回来了，5 小时前他在 1919 美元的位置增持 3000 ETH，单地址多头头寸再次回到 6 万枚，两个地址累计持有 10.5 万枚 ETH，总价值 2.04 亿美元，浮亏 1,022.9 万美元。地址 0xa5B…01D41：持仓 6 万枚 ETH（1.16 亿美元），开仓价 2,048.9 美元，浮亏 636 万美元；地址 0x6C8…D84F6：持仓 4.5 万枚 ETH（8734 万美元），开仓价 2,029.38 美元，浮亏 386.9 万美元。

On February 13, a significant Ethereum investor increased their holdings as the cryptocurrency's price fell below $2,000. According to BlockBeats On-chain Detection, the whale added 3,000 ETH to their position at an average price of $1,919. The investor now holds a total of 105,000 ETH across two addresses. The first address, 0xa5B…01D41, contains 60,000 ETH, acquired at an opening price of $2,048.9, resulting in an unrealized loss of $6.36 million. The second address, 0x6C8…D84F6, holds 45,000 ETH, purchased at $2,029.38, with an unrealized loss of $3.869 million. Despite the current market conditions, the whale's total holdings are valued at $204 million, with a floating loss of $10.229 million.

根据 SoSoValue 数据，昨日（美东时间 2 月 12 日）XRP 现货 ETF 单日总净流出 642.42 万美元。其中 Canary XRP ETF(XRPC) 单日净流入 144.49 万美元，目前历史总净流入达 4.13 亿美元。Grayscale XRP Trust ETF(GXRP) 单日净流出 891.04 万美元，目前历史总净流入达 1.31 亿美元。截至发稿前，XRP 现货 ETF 总资产净值为 9.71 亿美元，XRP 净资产比率 1.18%，历史累计净流入已达 12.24 亿美元。

据 Ark Invest Tracker 数据，Cathie Wood 旗下 ARK Invest 于 2 月 12 日增持 174,677 股 Robinhood 股票（约合 1242 万美元），212,314 股 Bitmine 股票（约合 419 万美元）以及 74,323 股 Bullish 股票（约合 236 万美元），共计价值约 1897 万美元。

JPMorgan has revised its Bitcoin production cost estimate from $90,000 to $77,000, citing a notable decrease in network hashrate and mining difficulty. According to NS3.AI, this year's drop in mining difficulty is the most significant since China's mining ban in 2021, with a 15% decline. Despite the reduced production cost, JPMorgan maintains a positive outlook on Bitcoin, setting a long-term price target of $266,000.

根据 msx.com 数据，美股收盘，道指收跌 1.34%，标普 500 指数收跌 1.57%，纳指收跌 2.03%。加密概念股普跌，UPXI 跌 8.91%，HOOD 跌 8.79%，Coinbase 跌 7.9%，BNB Network 跌 5.49%，ALT5 Sigma 跌 4.7%。据悉，msx.com 是一个去中心化 RWA 交易平台，累计已上线数百种 RWA 代币，涵盖 AAPL、AMZN、GOOGL、META、MSFT、NFLX、NVDA 等美股及 ETF 代币标的。

The Long View, institutional investor, posted on X. Friedrich Merz, a prominent German politician, has called for extensive deregulation across all sectors in Germany. Merz emphasized the need for a 'regulatory clean slate,' suggesting that minor corrections to existing laws are insufficient to address the current challenges. His remarks highlight a push for significant policy changes aimed at reducing bureaucratic hurdles and fostering economic growth. Merz's proposal reflects ongoing debates within Germany about the balance between regulation and economic freedom.

According to the announcement from Binance, Binance Square has unveiled a new campaign on CreatorPad, offering verified users the opportunity to earn from a pool of 2,000,000 Fogo (FOGO) token voucher rewards. The campaign runs from 2026-02-13 01:00 (UTC) to 2026-02-27 01:00 (UTC). Participants can join by completing specific tasks to earn points and climb the leaderboard, which determines their share of the rewards. Participation Details: To engage in the campaign, users must click 'Join now' on the activity page and complete tasks such as creating posts on Binance Square, following Fogo’s account on Binance Square and X, and trading a minimum of $10 equivalent in FOGO on Binance Spot, Futures, or Convert. Posts must be at least 100 characters long, include the hashtag #Fogo, $FOGO, and mention the project’s account. Content should be relevant and original. Trading fees apply and are not included in the trade volume calculation. Reward Structure: Eligible users are ranked based on their leaderboard position to qualify for the reward pool. The top 50 creators on the FOGO Global Project Leaderboard and the top 100 eligible Chinese creators will share the rewards. The leaderboard data is updated with a T+2 delay, meaning data from 2026-02-13 will be visible on 2026-02-15. Users must complete account verification to receive rewards, and any suspicious activity may lead to disqualification. Rewards will be distributed within 14 working days after the campaign ends, with a voucher validity of seven days. Binance reserves the right to amend the terms and conditions of the campaign at its discretion.

金属本轮抛售由股市去风险与获利了结共振引发，算法与CTA策略加剧波动。分析师称这并非趋势反转，但短期波动率将显著抬升。

效率革命席卷各行各业，但一个根本性问题愈发尖锐：AI Agent创造的巨额价值，究竟流向了谁？

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Vitalik 一直是一个有原则的人。我印象中他从来没有过这样的时期。

如果以太坊要在AI时代真的实现Vitalik的理想和目标，未来恐怕还需要更高频的迭代和对AI更紧密的关注和跟踪。

警惕那些每隔三个月就更换核心赛道的项目，真正的创新需要深耕，频繁的叙事切换通常是为了掩盖旧业务的失败。

在 2026 年宏观背景下，ARK Invest 指出有四大趋势正在提升比特币价值，并认为比特币正从一种“可选的”边缘资产演变为机构投资组合中不可或缺的战略性资产。

从Memecoin炒作到智能体基础设施，Bankr 作为执行层等等

2026 年的开局，比预想中更冷冽。原本以为熬过了漫长熊市，春天触手可及，现实却是一场猝不及防的「倒春寒」。