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。

A potential block on stablecoin yield payments in the United States could lead other countries to offer such options, according to Takatoshi Shibayama, Asia-Pacific lead at crypto wallet company Ledger. According to Cointelegraph, Shibayama suggested that if the U.S. enacts a broader ban on stablecoin yields, it would initiate discussions among institutions, stablecoin issuers, and regulators internationally on how to address the situation. Shibayama noted that countries like Australia have provided regulatory carveouts for stablecoin issuers, yet most stablecoins globally are not offering yields or rewards to users to safeguard banking interests. He emphasized that a change in U.S. policy could spark significant dialogue between stablecoin issuers and regulators about allowing yields or rewards to be distributed to users. The U.S. Senate is currently deliberating a bill to define how market regulators will oversee crypto activities. However, a provision backed by banking lobbyists to prohibit third-party platforms from offering stablecoin yields has stalled the legislation, facing resistance from crypto lobbyists. Meanwhile, Shibayama observed a shift in Asia's financial sector's approach to crypto. Since last year, there has been a separation between crypto and blockchain technology in Asia, with institutions focusing more on blockchain applications rather than cryptocurrency exposure. They are exploring possibilities like tokenizing financial products and issuing stablecoins, rather than engaging in decentralized finance (DeFi) and staking. Asset managers, however, are still interested in launching crypto products to diversify offerings for clients, drawn by the lack of stringent regulations requiring regulated custodians. Shibayama noted that while asset managers prefer regulated custodians, they are becoming more selective in choosing custody providers.

New Zealand's inflation is anticipated to surpass the Reserve Bank's 1-3% target range for a significant portion of the year, driven by escalating fuel prices linked to the Iran conflict. Bloomberg posted on X that three out of the four major local banks have projected this inflationary trend. The ongoing geopolitical tensions have led to increased fuel costs, which are expected to impact the country's inflation rates. The Reserve Bank may face challenges in maintaining its target as these external factors continue to influence the economy.

Nomura Securities economist Jeong Woo Park has indicated that if the conflict in Iran extends beyond three months, the likelihood of a rate hike by the Bank of Korea may increase. According to Jin10, rising oil prices have heightened the central bank's sensitivity to inflation, and prolonged tensions in the Middle East could push inflation above the central bank's 2% target, potentially triggering a rate increase. Despite the economic drag from rising oil prices, strong overseas demand for semiconductors and domestic fiscal support appear to limit downside growth risks. Nomura maintains its forecasts for South Korea's GDP growth and inflation in 2026 at 2.3% and 2.4%, respectively, both higher than the Bank of Korea's projections.

Strategy创始人Michael Saylor在访谈中系统阐述了其比特币长期战略，他将比特币定义为“数字资本”与“数字黄金”，认为其核心价值在于提供经济赋权与长期价值储存能力。

Ledger 亚太区负责人 Takatoshi Shibayama 表示，若美国实施更广泛的稳定币收益禁令，其他国家的机构、稳定币发行方和监管机构之间将展开相关讨论。他指出，澳大利亚等国已为稳定币发行方提供监管豁免，但目前大多数稳定币即使在美国以外也未向用户提供收益或奖励，以保护银行利益。若美国政策发生变化，各国稳定币发行方与监管机构之间关于允许收益传递给用户的讨论将大幅增加。目前美国参议院正在推进一项加密监管法案，但由银行业游说团体支持的禁止第三方平台提供稳定币收益的条款导致立法陷入停滞，加密行业游说方对此表示反对。Shibayama 还表示，亚洲金融机构对加密行业的关注方式已发生转变，自去年以来加密与区块链技术出现一定程度的脱钩。机构更关注金融产品代币化和稳定币发行，而非 DeFi 和质押等加密原生产品，比特币和以太坊等加密资产被排除在讨论之外。不过资产管理公司仍在考虑推出加密产品以丰富客户选择。

A recent study conducted by Cambridge University has revealed insights into the resilience of Bitcoin's network infrastructure. According to NS3.AI, the research indicates that between 72% and 92% of inter-country submarine cables would need to fail randomly for more than 10% of Bitcoin nodes to disconnect. In scenarios involving targeted attacks, this threshold decreases significantly, requiring only 5% to 20% of cables to fail to achieve a similar level of disconnection. The findings underscore the robustness of Bitcoin's network against widespread disruptions, while also highlighting vulnerabilities in the event of targeted attacks.

Economic tensions are anticipated to escalate as the TACO window approaches closure. Bloomberg posted on X, highlighting insights from John Authers regarding the potential for increased volatility in the financial markets. The closing of the TACO window, a critical period for economic adjustments, is expected to bring heightened uncertainty and challenges for investors. Analysts suggest that market participants should prepare for possible fluctuations and shifts in economic dynamics as this period concludes. The implications of the TACO window's closure are likely to impact various sectors, prompting a reassessment of strategies and forecasts. As the window narrows, stakeholders are advised to remain vigilant and responsive to emerging trends and developments.

美国证券交易委员会（SEC）已永久撤销对BitClout创始人纳德尔·阿尔-纳吉（Nader Al-Naji）提起的民事诉讼，撤销了对其涉嫌欺诈及滥用投资者资金的指控。此前，美国司法部（DOJ）已决定撤销相关刑事指控，此次决定是在SEC加密货币特别工作组进行审查后做出的。

英国前首相鲍里斯·约翰逊将比特币描述为“庞氏骗局”，并声称这种数字资产的投资吸引力甚至不如《宝可梦》交易卡，此言论引发了加密货币社区的强烈反响。

Hong Kong's chip stocks experienced a notable surge during trading hours, with Zhaoyi Innovation (03986.HK) rising over 8%. According to Jin10, Huahong Semiconductor (01347.HK) also saw an increase of more than 5%. Other companies such as Horizon Robotics (09660.HK), Hongguang Semiconductor (06908.HK), Innosec (02577.HK), and Biren Technology (06082.HK) followed suit with gains. The upward movement in these stocks reflects a positive sentiment in the semiconductor sector within the Hong Kong market.

Japan's defense minister announced that the country has no intention of deploying warships to the Strait of Hormuz. Bloomberg posted on X that this decision comes despite U.S. President Donald Trump's urging for Tokyo to take action ahead of a summit meeting with Takaichi scheduled later this week. The Strait of Hormuz is a strategic waterway, and the U.S. has been seeking support from allies to ensure security in the region. However, Japan has opted to maintain its current stance and not participate in military operations there.

The Philippine peso is approaching the significant psychological threshold of 60 pesos per dollar. Bloomberg posted on X, indicating that this development has led the central bank to take action to bolster the currency. The intervention aims to stabilize the peso amid concerns over its weakening value.

解读Strategy最重要优先股的运行机制、扩容潜力与风险。

由于地区局势紧张影响了安全、国际旅行及活动后勤保障，TOKEN2049迪拜站已推迟至2027年4月21日至22日举行。随着中东地区安全担忧加剧，另一场加密货币盛会TON Gateway迪拜站已完全取消。

传统资本市场正日益将区块链和加密货币技术融入到资本世界中。

3月15日晚间，“315晚会”曝光了AI大模型被“投毒”的问题，矛头直指GEO（生成式引擎优化）技术。

如果比特币继续下跌，数据显示它可能会在哪里找到支撑底部？

金色财经推出加密货币和区块链行业早报《金色早8点》2997期，为您提供最新、最快的数字货币和区块链行业新闻。

当一家实体产业公司将实体资产注入一个 Layer1 项目，再以实体资产价值的数倍计算就可以轻易制造出 9.5 亿美元估值，这样的资本游戏是不是过于离谱了？