Robinhood Markets 公布 2026 年 2 月运营数据。截至 2 月底，平台资金账户用户数为 2740 万，较 1 月增加约 14 万，同比增加约 174 万；平台总资产规模为 3140 亿美元，环比下降 3%，同比增长 68%。交易方面，2 月股票交易额为 1944 亿美元，环比下降 14%，同比增长 36%；期权成交 1.803 亿份，环比下降 10%，同比增长 9%。加密货币交易额为 250 亿美元，环比增长 9%，同比增长 74%。其中 Robinhood App 加密交易额为 94 亿美元，环比增长 8%，Bitstamp 交易额为 156 亿美元，环比增长 10%。此外，Robinhood 2 月净存款为 56 亿美元，过去 12 个月累计净存款为 678 亿美元。保证金融资余额为 172 亿美元，同比大幅增长 98%。整体数据显示，尽管股票交易活跃度有所回落，但加密交易量仍保持较快增长。

在 The Digital Chamber 举办的 DC Blockchain Summit 期间，多位美国国会议员与行业人士将讨论稳定币立法进展。Tim Scott（参议院银行委员会主席）预计将在活动上被问及相关法案下一次审议（markup）的时间表。业内人士透露，目前围绕稳定币“收益（yield）”问题的谈判已接近达成共识。Cody Carbone 表示，监管方案可能包括禁止对闲置稳定币余额提供收益，但允许基于交易行为的奖励机制，相关各方有望在未来一周内达成解决方案。此外，Thom Tillis 与 Angela Alsobrooks 被视为关键立法推动者，两人对银行业关于资金从存款账户流向高收益加密产品的担忧表示关注。业内人士认为，一旦这两位议员对法案文本达成满意，稳定币收益率争议有望基本解决，随后监管重点将转向 DeFi 与代币分类等问题。（Cryptoinamerica）

美国证券交易委员会（SEC）已撤销针对 BitClout 创始人 Nader Al‑Naji 的民事执法诉讼。根据 3 月 12 日提交至法院的联合文件显示，SEC 与 Al-Naji 同意终止案件审理，该案将被永久关闭，监管机构也不得就同一指控再次提起诉讼。SEC 表示，此决定“基于本案的具体事实与情况”。据悉，SEC 曾于 2024 年 7 月起诉 Al-Naji，指控其通过加密社交网络项目 BitClout（后与去中心化社交区块链 DeSo 相关）进行电信欺诈并出售未注册证券，据称其通过出售 BitClout 原生代币 BTCLT 筹集约 2.57 亿美元，并涉嫌将超过 700 万美元投资者资金用于个人开支，包括租赁比佛利山庄豪宅等。(CoinDesk)

Fujairah Port, a key energy hub in the United Arab Emirates, was attacked again on Monday, leading to a suspension of oil loading operations and pushing international oil prices above $100 per barrel. According to BlockBeats, the port is assessing the damage from the latest attack and has taken precautionary measures to halt loading. This marks the second shutdown in three days, following a drone attack on Saturday that caused a fire, with operations briefly resuming over the weekend. Fujairah Port is a crucial hub for crude and fuel exports in the UAE and the only oil export route that bypasses the Strait of Hormuz. It serves as the terminal for pipelines connecting to major oil fields of the Abu Dhabi National Oil Company. The port's significance to global energy supply has increased amid disruptions in the Strait due to regional conflicts. Meanwhile, tensions in the Middle East continue to escalate. U.S. President Donald Trump has called on major world powers to deploy naval forces to escort commercial ships and help reopen the Strait of Hormuz. However, no country has yet committed to participating. The heightened supply risks have increased market caution, driving international oil prices higher.

PANews posted on X (formerly Twitter). U.S. President Donald Trump has ordered a military strike on Iran's Kharg Island, a move that could potentially impact the global oil market. In other developments, aluminum prices have surged following production cuts by Bahrain's aluminum industry. Meanwhile, gold prices have seen a decline, although JPMorgan predicts a potential rise in the future. Goldman Sachs has issued a warning about the risk of a stock market crash. In the cryptocurrency market, Bitcoin experienced a 10.37% increase last week, surpassing the $74,000 resistance level. While bearish analysts suggest a possible pullback, bullish perspectives indicate a continued upward trend.

The Kobeissi Letter recently highlighted that the proportion of U.S. gold reserves relative to government debt is at a historic low. According to Odaily, gold reserves currently account for only 3% of U.S. federal debt, marking one of the lowest levels on record. Despite the United States holding 8,133.5 metric tons of gold, the largest reserve globally, and gold prices reaching historic highs, this ratio remains low. In contrast, in 1980, the ratio was approximately 18%, six times higher than the current level. To match the 1980 reserve level, gold prices would need to increase by 400% to $26,000 per ounce. During the 1940s, the ratio of gold reserves to federal debt exceeded 50%. To achieve the 1940s ratio, gold prices would need to rise by 1,340% to about $75,000 per ounce. The data on gold reserves underscores the growth in U.S. debt levels.

Byreal AI has introduced a new agent skill on ClawHub. According to Foresight News, this skill enables OpenClaw AI agents to autonomously discover, install, and execute related functions. With this capability, AI agents can independently conduct Solana DEX trading or manage liquidity pools.

Brazilian economists have increased their projections for inflation and the benchmark interest rate for this year, intensifying the monetary policy outlook. Bloomberg posted on X that these adjustments come just days before the central bank is set to make a decision on borrowing costs. The revised forecasts suggest a more challenging economic environment, as policymakers weigh the implications of higher inflation and interest rates on the nation's financial stability. The central bank's upcoming decision will be closely watched, as it could signal shifts in Brazil's economic strategy amid these new projections.

Russia has imposed a fine of 35 million rubles on Telegram for not deleting prohibited content. According to PANews, the penalty was reported by the International News Agency. The fine reflects ongoing tensions between Russian authorities and the messaging platform over compliance with local regulations.

A question that seemed unimaginable weeks ago has emerged: Will the Federal Reserve raise interest rates next? According to BlockBeats, the financial markets are beginning to consider this possibility, with derivatives market traders estimating a 25% chance of a rate hike this year. This shift in expectations highlights the direct impact of geopolitical conflicts on global energy markets and inflation outlooks, prompting investors to reassess the Fed's policy trajectory. While most economists anticipate the Fed will maintain its current stance at the upcoming meeting, discussions about rate hikes are no longer taboo. Analysts suggest this dynamic not only challenges the widespread expectation of continued rate cuts but also injects significant uncertainty into future monetary policy directions, directly affecting bond yields and stock market risk appetites. Federal Reserve officials are scheduled to meet on March 17-18 for a monetary policy meeting. The market will closely watch Chairman Powell's statements for any clues regarding future interest rate paths. The surge in oil prices has reignited inflation concerns, leading some market participants to call for the Fed to take tightening actions. Carl Weinberg, Chief Economist at High Frequency Economics, believes the Fed should raise rates at the upcoming meeting, predicting that oil prices will push the Fed's preferred inflation measure, the Personal Consumption Expenditure Price Index (PCE), to a 3.5% annual rate by summer. Despite calls for rate hikes, most economists expect the Fed to remain inactive in the short term due to the uncertainty brought by the conflict. Former Dallas Fed President Robert Kaplan urged patience, suggesting that the situation might look different by the end of March. Former senior Fed official Vincent Reinhart noted that most within the Fed still lean towards easing monetary policy, albeit not hastily. Economists will closely monitor any signals regarding the Fed's next steps. James Egelhof, Chief U.S. Economist at BNP Paribas Securities, will observe whether Fed officials alter their language to indicate plans for rate changes in the coming months. The Fed's standard approach is to "look through" oil price shocks, considering them temporary. Bill Adams, Chief Economist at Comerica, agrees that the Fed will signal openness to rate changes. He notes that policymakers may indicate their readiness to use tools to prevent energy price shocks from escalating into trend inflation rates, suggesting a conditional willingness to hike rates, though not imminently.

加密货币的本质是一种消费品，这也是货币的由来历程。

Tether 正从一家稳定币公司，长成撼动传统金融的超级力量。

小龙虾的爆火把 2026 年的加密交易拉进了全自动的时代。

中国对其能源韧性表现出信心，声称凭借雄厚的储备和国内产量，足以应对当前伊朗冲突引发的全球石油供应中断——尽管美国总统唐纳德·特朗普正敦促北京方面协助保障具有战略意义的霍尔木兹海峡的安全，以备其本月晚些时候的计划访问。

2026年3月的第一个星期，旧金山的天气阴晴不定，恰如此刻人工智能赛道上的风云变幻。

澳大利亚参议院经济立法委员会建议通过一项新法案，将加密货币平台纳入该国的金融服务监管体系，此举使澳大利亚在实施数字资产综合监管框架方面又迈进一步。

RWA 项目应该把资源集中在一件事上——找到真正好的 RWA 资产。

澳大利亚金融监管机构ASIC警告年轻投资者，不要仅依赖社交媒体或人工智能获取理财建议，因为这些渠道可能不可靠且存在风险。一项调查显示，23%的Z世代持有加密货币，其中许多人根据网红内容或短期投机进行交易。

这不是炒币的窗口，这是资产配置的窗口。时代变了，认知要跟上。

不要小看本次的加密市场独立行情，若BTC在未来继续与美股跌势形成鲜明对比，那么整个加密市场的叙事都可能发生变化