据 Onchain Lens 监测，某巨鲸今日向币安存入 15,001 枚 ETH，价值 3457 万美元，用于偿还贷款。过去 2 天内，该巨鲸累计向币安存入 121,185 枚 ETH，总价值 2.92 亿美元。

硅谷著名投资人、AngelList 联合创始人 Naval Ravikant 近日发文表示，Moltbook 正在成为新的“反图灵测试”（Reverse Turing Test）。受相关表态影响，Base 链 Meme 币 MOLT 短时快速拉升，涨幅一度超过 50%。

Seth has officially launched a high-performance Layer 1 blockchain testnet that is fully compatible with the Ethereum Virtual Machine (EVM). According to Foresight News, this network is deployed across Google's global node network and achieves a single-chain transaction processing speed of 30,000 transactions per second (TPS). It supports linear scalability and dynamically elects 1,024 nodes every 10 minutes from a node pool to form a block production committee for collaborative block generation. On the ecosystem level, Seth enables billion-level AI smartphones and embodied robots (with proprietary factories) to connect as full nodes. It aims to create a silicon-based infrastructure focused on AI agents for AI-native applications.

Metal markets continued their sharp decline on Monday during the Asian trading session, following a downturn that began last Friday. According to Odaily, Pepperstone strategist Michael Brown noted that the current adjustment mirrors previous trends, characterized by rapid and excessive drops. He suggested that a 'dead cat bounce' might soon occur, indicating a temporary recovery. Despite the recent volatility, Brown maintains a bullish outlook for the long term, citing strong demand from central banks and retail sectors. Additionally, precious metals remain a preferred choice for investors seeking geopolitical hedges over the U.S. dollar or U.S. Treasury bonds. The focus now shifts to whether market bubbles have been sufficiently deflated and speculative positions cleared, allowing fundamentals to once again drive price movements.

巴克莱银行利率策略师在研究报告中预计，美国财政部在下一季度以及整个 2026 财年将维持附息债券的发行规模不变。分析师 Dhiraj Narula 指出，这一预测与此前的政策指引一致，意味着自 2024 年 2 月至 4 月最后一次增加发行量以来，发债规模已整整两年保持稳定。Narula 在报告中强调，美国的底层财政状况依然严峻。他指出：“接近 2 万亿美元的年度赤字使美国财政部在债务发行方面持续承压。”虽然目前预计规模维持不变，但 Narula 提醒道，美国财政部在去年 11 月曾表示已“开始初步考虑未来增加”标售规模的可能性。因此，即将发布的季度再融资公告可能会透露这些扩产计划的最新进展。(金十)

Barclays Bank's interest rate strategist has projected that the U.S. Treasury will maintain the issuance size of interest-bearing bonds unchanged for the next quarter and throughout the 2026 fiscal year. According to Jin10, analyst Dhiraj Narula noted that this forecast aligns with previous policy guidance, indicating that the issuance size has remained stable for two years since the last increase from February to April 2024. Narula emphasized that the underlying fiscal situation in the United States remains challenging, with an annual deficit nearing $2 trillion putting continuous pressure on the Treasury's debt issuance. While the current expectation is for the issuance size to remain unchanged, Narula cautioned that the Treasury had previously indicated in November that it had "begun preliminary considerations" for potentially increasing auction sizes in the future. The upcoming quarterly refinancing announcement may reveal the latest developments in these expansion plans.

韩国 KOSPI 指数 2 月 2 日（周一）收盘下跌 274.67 点，跌幅 5.26%，报 4949.69 点。(金十)

Catenaa, February 02, 2026 – L3Harris Technologies has won a U. S. Navy contract to support the Marine Corps’ Precision Strike […] source: https://catenaa.com/l3harris-navy-contract-strike/

Delta will purchase 31 Airbus jets, boosting its A330-900 and A350 fleets to support premium long-haul travel and modernize its international operations. source: https://catenaa.com/markets/global-markets/delta-orders-31-airbus-jets-to-modernize-long-haul-fleet/

الرؤى الرئيسية: في عام 2025، تصدرت أخبار العملات المستقرة عناوين الصحف مع قيام الحكومة الأمريكية بتحركات قوية لصالحها. عادت العملات المستقرة مرة أخرى إلى اتجاهات سوق العملات الرقمية الآن، حيث انهار كل شيء. كان قانون GENIUS Act على وجه الخصوص أحد الروايات الرئيسية التي تقود أخبار العملات المستقرة source: https://www.thecoinrepublic.com/ar/2026/02/02/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%aa-%d8%a7%d9%84%d9%85%d8%b3%d8%aa%d9%82%d8%b1%d8%a9-%d9%87%d9%84-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%aa-%d8%a7%d9%84%d9%85/

关于加密市场和美联储的虚假叙事，流动性援军，正在赶来的路上。

构建2026年投资组合的核心在于管理一系列“硬约束”，而非单纯的预测。

据《华尔街日报》报道，阿布扎比支持的一家投资机构悄然达成协议，以5亿美元收购与美国总统唐纳德·特朗普有关联的加密货币初创企业World Liberty Financial（WLFI）半数股权。该交易在特朗普重返白宫前数日完成。

CrossCurve确认其跨链桥遭攻击者利用，因智能合约验证漏洞导致攻击者解锁代币，并在多个网络中盗取约300万美元资金。该项目已要求用户暂停使用平台，同时展开漏洞调查。

互联网正从以人类发起的交互为主导转向以自主代理为主导。

这并不是一个关于繁荣的故事，只是一个关于现实、债务以及供给约束重新显性化的时代开端。

AI与代币化对全球金融体系的重塑是大势所趋，其带来的效率革命与风险挑战并存，推动全球金融治理体系向更协同、更智能、更包容的方向发展。

金色财经推出加密货币和区块链行业早报《金色早8点》2955期，为您提供最新、最快的数字货币和区块链行业新闻。

在沃什时代，加密投资者需要摒弃“抄底反弹”的投机思维。

MicroStrategy,BTC,行情,微策略防线告破：比特币要滑向6字头了吗？ 金色财经,加密市场正迎来开年以来的最暗时刻。