1. 大摩分析师：两家矿企有望在一年内上涨超 150%；2. 日股大涨，巴菲特单日浮盈近 20 亿美元；3. Polymarket 上“美国和伊朗在 2027 年之前达成核协议”事件概率暂报 44%；4. 在 BitMine 投资 2 亿美元后，MrBeast 收购了针对年轻人的银行应用 Step；5. Bitmine 从 FalconX 再度购入 2 万枚 ETH，价值 4,107 万美元；6. 美商务部长卢特尼克卷入爱泼斯坦文件，遭两党施压辞职；7. Jump Trading 拟以提供流动性为对价收购 Polymarket 股权；8. SBF 发文批评美国“政治执法”，称 FTX 始终保持偿付能力；9. 芝商所已上线 ADA、LINK 和 XLM 期货和微型期货合约产品；10. Sky Protocol 上周斥资 190 万枚 USDS 回购 3100 万枚 SKY。

Polymarket 交易数据显示，Backpack 发币首日 FDV 超过 10 亿美元的概率仅为 26%，市场并不太认可该交易所最新融资传闻中的估值。此前消息，消息人士透露 Backpack 拟以 10 亿美元估值融资 5000 万美元。

Gold prices experienced a slight intraday decline, while silver prices rose significantly by 2.45%. According to NS3.AI, volatility indices for Bitcoin and Ethereum decreased, suggesting reduced market uncertainty. In the commodities market, both WTI and Brent crude oil prices increased by approximately 1.8-1.9%. Additionally, the USD/CNH and USD/JPY exchange rates saw slight upward movements.

The Kobeissi Letter posted on X. Silver inventories at the Shanghai Futures Exchange have reached a historic low, with available silver for delivery dropping to just 350 tonnes, the lowest level since 2015. This represents a significant decline of 88% from the peak of approximately 3,000 tonnes observed in January 2021. The tightness in the silver market has been intensified by substantial silver exports from China to London in 2025, which helped alleviate the global physical squeeze but further depleted local stocks. The physical silver market is experiencing one of its rare periods of tightness.

U.S. Securities and Exchange Commission (SEC) Commissioner Mark T. Uyeda addressed the 2026 Asset Management Derivatives Forum, focusing on the progress of implementing treasury clearing rules and the development of tokenization in securities markets. According to ChainCatcher, the SEC has approved the registration of two new clearing agencies, CME Securities Clearing and ICE Clear Credit, providing market participants with more clearing options. Data from the Office of Financial Research indicates that if the rules are implemented within the first eight months of 2025, U.S. global systemically important banks could potentially free up an average of $34.5 billion in balance sheet space. Regarding tokenization, Uyeda noted that the SEC has shifted from using enforcement as the primary means of expressing views, opting instead for regulatory guidance and exemption orders to promote limited-scope pilots. He emphasized that SEC rules should remain technology-neutral, focusing on outcomes rather than processes, while ensuring appropriate investor protection measures.

加密非金融用例已死？这些结论既误解了核心理念，也误解了我们所处的发展阶段。加密货币长期主义的现实是漫长的基础铺垫期，之后迎来急剧的拐点。

Bitcoin’s Fear & Greed sentiment indicator fell to its lowest ever level, leading some analysts to suggest that $60,000 was the bottom for BTC. Does historical data agree? source: https://cointelegraph.com/news/bitcoin-sentiment-hits-record-low-as-contrarian-investors-say-dollar60k-was-btc-s-bottom?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

知情人士透露，Backpack 正在就新一轮 5000 万美元的融资条款进行磋商，估值 10 亿美元。（Axios）

CoinDesk has refuted Jim Cramer's assertion that the U.S. government would purchase Bitcoin at $60,000. According to NS3.AI, there is currently no legal framework that permits such an action. Establishing a government Bitcoin reserve would necessitate congressional legislation, which is not present in any proposed bills. The federal government's Bitcoin holdings are primarily derived from criminal seizures, while certain state governments are contemplating legislation to maintain BTC reserves.

On Feb 10, 2026, 01:08 AM(UTC). According to Binance Market Data, Bitcoin has crossed the 70,000 USDT benchmark and is now trading at 70,115.992188 USDT, with a narrowed narrowed 0.31% decrease in 24 hours.

U.S. Treasury yields have decreased, with the yield spread between the 2-year and 10-year bonds reaching its widest in ten months. According to Ming Pao, the Golden Dragon Index has risen for three consecutive days, marking a one-week high. Meanwhile, U.S. stocks have climbed for two days, with the Dow Jones Industrial Average hitting new intraday and closing highs. The market is now anticipating a series of crucial data releases this week.

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“境内严禁、境外严管”，RWA代币化活动监管原则正式明确。

币圈赚钱不神秘：你赚的是“差”，靠的是“势”，成交靠“信任”，放大靠“杠杆”

Web3 激励机制正处于从“流量幻象”回归“价值本质”的奇点时刻。

AI 的落地，会优先出现在那些需求刚性、流程清晰、价值可量化的地方。

黄金,传统金融,投资,黄金热了 但也乱了 金色财经,看似一片繁荣的黄金热背后，却暗流涌动、乱象丛生。

Crypto.com 的 CEO Kris Marszalek 计划在Super Bowl超级碗的中场广告打出一张价值 7000 万美元的王炸 — — AI.com。

国际主要经济体的公共债务进一步攀升、政府负债率高企，导致全球债务规模持续膨胀，加之债务期限结构的短期化，显著削弱了全球债务可持续性及金融系统稳定性。