沃什对通胀的鹰派立场主要源于2008年后QE时期的普遍担忧，如今环境已变。从其近期表态看，对沃什抱鹰派预期并无道理。

U.S. President Donald Trump stated that Indian Prime Minister Narendra Modi has agreed to cease purchasing oil from Russia. According to Jin10, Modi has committed to increasing oil imports from the United States and is also considering sourcing oil from Venezuela. This development marks a significant shift in India's energy procurement strategy, aligning more closely with U.S. interests.

On February 3, Ark Invest, led by Cathie Wood, made a substantial acquisition of BMNR shares. According to BlockBeats, the investment firm purchased 274,358 shares, valued at approximately $6.255 million. This move reflects Ark Invest's continued interest in expanding its portfolio with BMNR holdings.

A 74-year-old man from Isère, France, was kidnapped on January 25 and subjected to 16 hours of illegal detention and severe abuse, according to Foresight News. The man was moved to a bar in the Drôme region, where he suffered facial cuts and had a finger severed. The kidnappers mistakenly believed his son was a cryptocurrency millionaire and demanded a ransom of 3 million euros in cryptocurrency, sending videos of the abuse via encrypted communication to exert pressure. Police apprehended three suspects in their twenties in the Rhône Valley area. The individuals have been formally charged and detained on counts of organized kidnapping, torture, and barbaric acts. Investigations suggest the suspects may have been acting under someone else's instructions.

The Hong Kong stock market opened with positive momentum as the Hang Seng Index rose by 0.82% and the Hang Seng Tech Index increased by 0.68%. According to Jin10, sectors such as gold stocks, copper mining stocks, and prominent technology stocks experienced a rebound. Notably, NetEase-S (09999.HK) saw an increase of over 3%, while Zijin Mining International (02259.HK) rose by more than 4%. Additionally, chip stocks showed signs of recovery, with Gigadevice Semiconductor (03986.HK) climbing over 5%.

Plan C posted on X. The Purchasing Managers' Index (PMI) experienced a significant increase, rising from 47.9 in December to 52.6 in January. This marks a notable shift from contraction to expansion, ending a 26-month period of economic contraction. Recent analysis by Sminston and Plan C highlighted a correlation between the Bitcoin cycle and the business cycle, suggesting that changes in economic indicators like the PMI could have implications for cryptocurrency trends.

10x Research 在 X 平台发文表示，在过去 72 小时内，黄金、白银和 BTC 受内部人士驱动的重新定价、宏观冲击和强制清算影响，价格大幅下跌。10x Research 指出，在盘中低点前，BTC 崩盘保护价格被高估，且 BTC 已接近强劲支撑。目前市场处于风险回报比变化、波动性压缩阶段，10x Research 已针对反弹提出战术性仓位布局策略。

美国经济正面临一场全国性危机，但这并非此前熟悉的那种危机。与政府支出失控导致的高通胀持续风险不同，美国经济正被一股扩张性通缩力量所吞噬。

白宫本周一召集加密行业与传统银行业代表，就稳定币收益（stablecoin rewards）这一加密立法中的核心争议问题举行闭门会议。与会方包括 Coinbase、多家加密行业协会以及银行业组织，会议由总统数字资产顾问委员会成员 Patrick Witt 主持。加密行业代表普遍对会议给予积极评价。区块链协会 CEO Summer Mersinger 表示，此次会议是推动两党数字资产市场结构立法的重要一步，稳定币收益问题是当前剩余的关键分歧之一。数字商会 CEO Cody Carbone 亦称，各方已识别出主要痛点与潜在妥协方向，但尚未达成最终解决方案，目标是在 2 月底前形成路径。报道指出，稳定币收益问题主要集中在：是否允许第三方平台（如 Coinbase）向稳定币持有者提供奖励。银行业组织则继续反对相关做法，担忧其可能分流银行存款、冲击社区银行放贷能力，并批评此前通过的 GENIUS 稳定币法案在此问题上存在监管漏洞。知情人士称，会议中银行方面立场相对强硬，谈判灵活性有限。白宫方面计划在后续缩小磋商范围，推动各方在未来会议中就具体妥协方案作出决策。（The Block）

The rise and fall of the manufacturing index from mid-2020 through 2023 closely mirrored Bitcoin and the broader crypto market’s price movements over the same timeframe. source: https://cointelegraph.com/news/ism-manufacturing-pmi-rise-bullish-bitcoin?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

U.S. President Donald Trump stated he was unaware of the $500 million acquisition of WLFI shares by UAE National Security Advisor Sheikh Tahnoon bin Zayed Al Nahyan, indicating that such matters are handled by his son and family members. According to Foresight News, this statement follows a report by The Wall Street Journal, which highlighted U.S. Senator Elizabeth Warren's call for a congressional hearing on the transaction. The deal, signed by Eric Trump, involved $187 million flowing directly to Trump family entities, with at least $31 million going to entities linked to Trump ally Steve Witkoff.

Tether has announced the launch of its open-source operating system, Mining OS (MOS), designed for real mining infrastructure. According to Odaily, the system features modularity and scalability, tailored for energy, hardware, and data processing needs. Documentation for MOS is now available, and a Discord community has been established for developers to engage and collaborate.

前xAI工程师披露，马斯克正推进“Macro Hard”计划，即租用北美约400万辆特斯拉的闲置车载电脑，分布式训练可替代白领工作的“人类模拟器”AI。

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在 AI 的加持下，我一个人 + AI，本质上就是一个完整团队。

在两个饱受制裁和内战摧残的国家，电力不再只是公共服务，而是被当作一种可以「金融出口」的硬通货。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

美国流动性紧缩是导致资产下跌的主要原因，而这一障碍即将消除。

加密市场,BTC,暴跌40%之后 加密市场还有什么底牌？ 金色财经,2026年的第一场加密风暴，比以往来得更猛烈。

加密市场,FMG市场观察：当市场陷入极度恐慌 加密资产正在被重新定价 金色财经,加密市场呈现“宽幅震荡，极度恐慌”的防御特征。