Arbitrum 在 X 平台发文表示，arbitrumdao_gov 账户已被盗。在另行通知前，请勿点击该账户发布的任何链接或与其发帖进行互动。Arbitrum 正在努力恢复访问权限，后续将发布更新。

Arbitrum has issued a security alert on the X platform regarding the unauthorized use of its official governance account, @arbitrumdao_gov. According to PANews, users are advised not to click on any links or interact with content from this account. The team is actively working to regain access and will provide updates as the situation develops.

Gate CBO Kevin Lee 就方舟投资凯茜·伍德（Cathie Wood）“比特币低 β 值兼具进攻与防守属性”的核心观点，发布专项分析指出，比特币长期价值与 β 值高低无关，核心在于其独有的商业化路径与网络效应。Kevin Lee 表示，比特币回报并非受单一风险因子驱动，而是由网络规模扩张、机构参与度提升、合规基础设施完善及链上应用落地等结构性因素共同驱动。其属性随市场环境动态切换：宏观冲击期呈现风险资产特征；技术迭代与采用率提升阶段，比特币则释放非系统性超额收益，即 α 值。他强调，β 值与 α 值依赖线性回归模型测算，受数据区间、统计频率影响，难以客观定义比特币真实风险收益结构。市场可用模型解释其历史表现，却无法约束比特币的未来。当前比特币网络仍在扩张，风险收益结构持续演化，这种动态成长性与独特性，正是其长期配置价值核心，也印证了“按比例纳入组合可优化有效前沿”的配置逻辑。

Tether, the world's largest stablecoin issuer, has taken a significant step toward expanding its influence in the cryptocurrency infrastructure. Continue Reading: Stablecoin Giant Tether Enters the Bitcoin Mining Sector! Here Are the Details source: https://en.bitcoinsistemi.com/stablecoin-giant-tether-enters-the-bitcoin-mining-sector-here-are-the-details/

A Nevada judge has issued a 14-day temporary restraining order against Blockratize, the operator of prediction market Polymarket, prohibiting it from offering event contracts to residents of the state. According to Odaily, this ruling challenges the industry's view that federal commodity laws take precedence over state gambling regulations. The court sided with the Nevada Gaming Control Board's application, asserting that Polymarket's sports and event markets constitute unlicensed gambling rather than regulated financial products. The judge emphasized that if the platform continues to operate without a gambling license, it would cause irreparable harm to the state's ability to regulate gambling integrity, prevent underage gambling, and uphold compliance standards. Previously, Tennessee also requested platforms like Polymarket and Kalshi to cease offering sports event contracts within the state.

2 月 2 日比特币跌破 8 万美元关口。Wintermute 曾在前一周将 8.5 万美元确定为本季度市场方向的关键轴心位，但该水平未能支撑行情，反而成为价格下跌的上限。比特币随后触及 7.57 万美元。Wintermute 分析指出，此次下跌标志着市场进入极端恐惧时期，情绪受去杠杆化和高贝塔投机头寸清算主导。Wintermute 认为传统的四年减半周期在机构化进程中已失效，加密经济结构转向围墙花园模式，流动性集中在现货 ETF 和数字资产国库支持的大市值资产中。山寨币反弹平均持续时间已从 2024 年的 60 天压缩至 2026 年初的 20 天。Wintermute 列出市场复苏的三大变量，包括机构指令扩展至 Solana 和 XRP 等资产、比特币持续上涨产生财富效应，以及零售兴趣回归。Wintermute 强调，真正的反转可能更依赖美联储政策，而非加密行业叙事。

ARK Invest, led by Cathie Wood, purchased approximately $72. 4 million in crypto-related equities during a sharp Bitcoin pullback that briefly pushed prices below $75,000. The buying activity was spread across the firm’s flagship exchange-traded funds, ARK Innovation ETF (ARKK), ARK Next Generation Internet ETF (ARKW), and ARK Fintech Innovation ETF (ARKF), and focused on companies tied […] The post ARK Invest Buys $72 source: https://www.ethnews.com/ark-invest-buys-72-4m-in-crypto-stocks-during-bitcoin-pullback/

Rich families are putting their money into artificial intelligence instead of cryptocurrencies, according to new research from J. P. Morgan. The bank’s latest Global Family Office Report shows that nearly nine out of ten wealthy families have completely avoided digital currencies, while most say AI is their top investment pick. The survey spoke to 333 single-family […] source: https://www.cryptopolitan.com/rich-family-offices-ditch-crypto/

Markets are enduring a bruising sell-off: uncertainty over next Federal Reserve chair collide with super-fragile sentiment. source: https://dailycoin.com/crypto-bloodbath-deepens-as-fed-picks-collide-with-macro-fear/?utm_source=cryptopanic&utm_medium=rss

Nevada 州法官已针对预测市场 Polymarket 运营商 Blockratize 下达为期 14 天的临时限制令，禁止其向该州居民提供赛事合约。该裁决挑战了行业关于联邦商品法优先于州博彩规则的观点。法院支持 Nevada Gaming Control Board 的申请，认为 Polymarket 提供的体育及其他赛事市场构成无牌照博彩，而非受监管的金融产品。法官指出，若该平台在无博彩牌照的情况下继续运营，将对该州监管博彩诚信、未成年人博彩及合规标准的能力造成不可弥补的损害。此前，Tennessee 也曾要求 Polymarket、Kalshi 等平台停止在该州开展体育赛事合约业务。

纳斯达克、纽交所官宣布局 24/7 全天候交易、DTCC 发行代币化证券，传统金融巨头的一系列积极动作，标志着金融市场基础设施正迎来结构性变革。

黄金,白银,BTC,金银与加密货币同日巨震：这不是两个故事 而是同一只手在调仓 金色财经,市场正在进行一场集体的“风险管理”。

早在 2011 年，爱泼斯坦就已经关注到了比特币，这一年比特币全年的总成交额还没有超过 1 亿美元，且当年的价格一度突破 30 美元又一度下跌 90%。

新加坡海湾银行已在其SGB Net平台上新增稳定币支持功能，允许机构客户在交易、持有、兑换及铸造USDC和USDT的同时，也能操作传统货币。该服务包含KYC和AML合规审查，并采用Fireblocks进行托管，将于2026年第一季度正式启动。

在币安发布市场期待已久的 10・10 大规模清算事件复盘报告当天，加密货币投资者又遭遇了一轮惨烈的闪崩。

香港正站在加密货币监管应用的历史性转折点上。该市金融监管机构香港金融管理局（HKMA）计划最早于2026年3月发放首批稳定币牌照，此举彰显了香港成为安全、受监管的数字资产枢纽的雄心。

ETF,Coinbase,加密 ETF 的“阳谋” 金色财经,ETF 一直是现代金融最伟大的创新之一。

韩国银行（KBank）正筹备第三次IPO，计划于2026年3月5日在韩国综合股价指数（KOSPI）上市，为此已为稳定币钱包及相关数字金融服务申请了新商标。这家纯线上银行正拓展稳定币支付与跨境转账业务，作为其数字资产业务扩张战略的重要组成部分。

埃隆·马斯克的人工智能初创公司xAI正悄然扩大其在数字资产领域的野心，新开设的远程职位"金融专家——加密货币"旨在训练其新一代模型像专业加密货币交易员那样进行推理——而不仅仅是对价格波动作出反应。

人工智能,Moltbook忧思录：碳基文明的末代契约 金色财经,碳基生命开始尝试一种终极的生存之道：融入硅基。