过去这几天，加密生态中一个知名风投的联创在网上公开宣布自己已经对加密生态不再感兴趣，将转向其它生态了。

The tokenized commodities market has surpassed $6.1 billion in value, rising 53% in less than six weeks, as gold-backed tokens attract growing demand amid a historic rally in bullion prices.The market stood at just over $4 billion at the start of the year, meaning roughly $2 billion has been added since Jan. 1, according to data from Token Terminal. The surge makes tokenized commodities the fastest-growing segment within the real-world asset (RWA) tokenization space.Gold tokens dominate the marketGrowth has been overwhelmingly driven by tokenized gold products, which now account for more than 95% of the tokenized commodities market.Tether’s gold-backed token, Tether Gold (XAUt), has been the largest contributor. Its market capitalization rose 51.6% over the past month to $3.6 billion. Meanwhile, Paxos-issued PAX Gold (PAXG) increased 33.2% to $2.3 billion over the same period.Overall, tokenized commodities are now up 360% year-on-year, with growth since the start of 2026 far outpacing tokenized stocks (42%) and tokenized funds (3.6%).The sector is now valued at just over one-third of the $17.2 billion tokenized funds market and is substantially larger than tokenized equities, which stand at about $538 million.Tether expands tokenized gold strategyTether recently deepened its push into tokenized commodities by acquiring a $150 million stake in precious metals platform Gold.com. The company said XAUt will be integrated into Gold.com’s platform, and it is exploring options that would allow customers to purchase physical gold using its USDt stablecoin.Gold outperforms as crypto lagsThe rise in tokenized gold mirrors gold’s strong performance in traditional markets. Spot gold has gained more than 80% over the past year, reaching a new all-time high near $5,600 on Jan. 29. After a brief pullback toward $4,700, prices have rebounded to around $5,050.By contrast, Bitcoin and the broader crypto market have struggled since an October sell-off that triggered roughly $19 billion in liquidations. Bitcoin fell more than 50% from its early October peak of $126,080 to around $60,000, before rebounding to roughly $69,000, according to CoinGecko.The divergence has reignited debate over Bitcoin’s role as a safe-haven asset. Jack Mallers, CEO of Strike, has argued that markets still treat Bitcoin more like a high-growth software stock. Crypto asset manager Grayscale echoed that view, saying Bitcoin’s “digital gold” narrative has been tested as its price action increasingly resembles that of a risk asset.The contrast underscores why tokenized gold has emerged as the leading beneficiary of RWA adoption during the current market cycle, as investors seek onchain exposure to traditional safe-haven assets.

Goldman Sachs disclosed more than $1 billion in Bitcoin exposure in its fourth-quarter filing with the U.S. Securities and Exchange Commission, underscoring continued institutional involvement in crypto-linked products despite a steep market downturn.The exposure is held through spot Bitcoin exchange-traded funds, primarily BlackRock’s iShares Bitcoin Trust (IBIT) and Fidelity’s Wise Origin Bitcoin ETF (FBTC), rather than through direct holdings of Bitcoin.Industry figures noted the significance of the disclosure. “Shows direction of travel,” said Nate Geraci, co-founder of the ETF Institute. Changpeng Zhao, Binance’s former CEO, said the move highlights how banks are increasingly following paths pioneered by the crypto industry.Exposure maintained amid price routGoldman’s filing comes as Bitcoin has fallen roughly 47% from its October peak, contributing to an estimated $2 trillion decline in total crypto market value over the same period. Bitcoin was trading near $67,000 at the time of reporting, after briefly dipping close to $60,000.By contrast, traditional markets have remained resilient, with the S&P 500 up nearly 4% since October, and gold posting strong gains.Greg Magadini, director of derivatives at Amberdata, said Bitcoin’s recent rebound does not yet signal a definitive market reset. “Without a transfer of ownership into fresh hands, a new cycle hasn’t begun,” he said in a note shared with DL News.Altcoin ETF exposure also disclosedGoldman’s filing shows the bank has also expanded exposure beyond Bitcoin. The firm reported holdings of more than $1 billion in Ether ETFs, alongside $152 million in XRP ETFs and $108 million in Solana ETFs.Altcoins have underperformed Bitcoin during the downturn, with Solana down roughly 73% from its peak.Market context and upcoming appearanceThe disclosure follows heavy selling across crypto investment products. More than $6 billion has exited spot Bitcoin ETFs since November, according to DefiLlama. During last week’s market stress, IBIT recorded over $10 billion in trading volume, largely driven by selling after weak macroeconomic data.Meanwhile, Goldman Sachs CEO David Solomon is scheduled to speak at the World Liberty Financial cryptocurrency forum hosted by the family of Donald Trump in Florida on February 18, an event expected to draw investors, regulators, and U.S. lawmakers.As of the latest session, Bitcoin was down 3.5% over 24 hours, while Ethereum fell 3.6%, reflecting continued pressure across major digital assets.

South Korean lawmakers have taken proactive measures regarding AI development with a new law dubbed the AI Basic Act. source: https://www.cryptopolitan.com/ai-driven-semiconductor-south-koreas/

在透明化监管浪潮下，谁能率先完成从“混乱账目”到“税务合规”的升级，谁才能在愈加激烈的Web3全球竞争中赢得长效的确定性。

Ether inflows into accumulation addresses spike despite ETH price falling below $2,000, signalling strong investor confidence in the long term. source: https://cointelegraph.com/news/ethereum-holders-full-scale-accumulation-eth-price-drops-below-2k?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Explore the impact of Kraken moving 116 million XRP to Binance. We analyze how this $165 million transaction affects market liquidity, the role of OTC flows and what it means for XRP price trends today. source: https://u.today/kraken-moves-116-million-xrp-to-binance-analyzing-liquidity-and-otc-flows

路透调查：101 名受访经济学家中有 60 人认为，美联储将在 6 月底前将联邦基金利率下调 25 个基点至 3.25%-3.50%的区间（1 月份调查无共识）。

2026년 1월, 암호화폐 공격은 더욱 표적화됩니다: 스캠 스니퍼는 시그니처 피싱 손실이 +207% 증가했다고 보고했습니다. Safe Labs에서 주소 중독 및 지갑 비우기에 대한 글로벌 경고를 발표합니다. source: https://ko.spaziocrypto.com/amhohwa/amhohwa-sigeuniceo-pisingyi-pogbaljeogin-jeungga/

春节将至，不妨花 10 分钟，给你的钱包做一次系统性的安全体检。

Key takeaways: Bitcoin ETFs recorded $166. 5 million in net inflows. Ethereum ETFs saw modest $13. 8 million inflows. source: https://coindoo.com/bitcoin-posts-166m-inflow-as-crypto-etfs-snap-losing-streak/

在过去几年里，如果要从华尔街挑出一个最懂得怎么把以太坊讲成宏观资产的人，Tom Lee 一定在名单前列。

In January 2026, crypto attacks become more targeted: Scam Sniffer reports +207% in signature phishing losses. Safe Labs launches a global warning against address poisoning and emptied wallets. source: https://en.spaziocrypto.com/crypto/crypto-signature-phishing-explodes/

Bitget 宣布推出 Gracy AI，这是加密行业首个动画数字人，旨在通过一对一对话形式，将真实的管理者思维与长期决策视角引入用户交流中。Gracy AI 基于 Bitget 首席执行官 Gracy Chen 的经验与决策逻辑构建，重点围绕市场周期、行业趋势、策略思考及职业发展等话题，帮助用户在复杂市场环境中形成更清晰的判断。该产品也是 Bitget UEX（Universal Exchange）转型进程中 AI 战略的重要组成部分，在此前 GetAgent 已覆盖数据分析与决策支持能力的基础上，进一步拓展至更具人性化的交互层。为配合 Gracy AI 正式上线，Bitget 将同步推出情人节、春节等多元主题对话场景，丰富 AI 互动体验，提升实用性与场景沉浸感。Bitget 首席执行官 Gracy Chen 表示：“工作中至关重要的一部分，是倾听用户的真实诉求，深入细节，帮助大家理解市场的真实动态。团队正是秉持这一理念打造了 Gracy AI，希望让更多用户与我及团队建立连接，在获得支持的过程中学习与成长。”

上线短短 5 个月，Boros 的名义交易额已超 60 亿美元，其未平仓合约量更是在近期创下 2.68 亿美元的历史新高。

加密资产从边缘资产走向主流资产，本身就是一个缓慢而曲折的过程。

香港将于2026年3月根据新颁布的《稳定币条例》首次发放稳定币牌照。在内地对加密货币活动保持审慎态度之际，香港正同步扩展加密货币市场监管框架及代币化项目。

欧盟正准备对俄罗斯发动战争，通过全面禁止欧盟居民与俄罗斯实体之间的所有加密货币交易来实施制裁。

欧盟计划对两家吉尔吉斯斯坦银行及多家外国金融机构实施制裁，因其协助俄罗斯通过加密货币转移资金并规避现有制裁。欧盟同时拟封堵所有与俄罗斯相关的加密货币交易，包括稳定币和数字卢布，以切断该国支付与贸易的资金通道。

前FTX首席执行官山姆·班克曼-弗里德正采取另一项戏剧性举措来挽救自己的声誉，此次他提交了重新审理欺诈案的动议，试图推翻导致其被判25年监禁的定罪判决。