2026 年 2 月 6 日，中国人民银行等八部委发布了《关于进一步防范和处置虚拟货币等相关风险的通知》（银发〔2026〕42 号，以下简称“42 号文”）。

Bitcoin.com News 在 X 平台发文表示，伊利诺伊州于本周早些时候提出了《社区 Bitcoin 储备法案》。该法案旨在建立一个由州政府运营的项目，通过多重签名冷存储方式持有 Bitcoin，并首先设立 Altgeld Bitcoin 储备库。根据该法案，储备的 Bitcoin 仅在获得新立法授权的情况下方可进行交易或出售。

金色财经推出加密货币和区块链行业早报《金色早8点》2961期，为您提供最新、最快的数字货币和区块链行业新闻。

Solana 财库公司 Forward Industries（FWDI）首席信息官 Ryan Navi 表示，市场当前存在错误定价，为公司创造了潜在机会。Ryan Navi 指出，Forward Industries 目前无任何债务，若行业陷入资金紧张，公司将采取进攻性策略，推动对其他 SOL 财库公司的整合。他披露，Forward Industries 目前持有近 700 万枚 SOL，持仓规模超过其后排名前三家竞争对手的总和。Ryan Navi 进一步表示，无杠杆、无负债的资产负债表被其视为加密财库市场的核心优势，公司将继续在不使用杠杆和不举债的前提下，将 Solana 作为长期战略基础设施进行配置，而非短期投机工具。（Coindesk）

According to data from CryptoQuant, Bitcoin’s Sharpe Ratio has entered a zone that has historically aligned with the final phases of bear markets. The chart shows the Sharpe Ratio falling into a deeply depressed range, an area previously observed during periods when Bitcoin’s risk-adjusted returns deteriorated sharply. source: https://www.ethnews.com/bitcoin-sharpe-ratio-enters-historical-bear-market-zone/

1. Bitwise 顾问复盘 2 月 5 日暴跌：比特币下挫或源于传统金融去杠杆，而非加密基本面；2. CZ：币安已为 Bithumb 处理“误发 2000 枚比特币空投”事件提供帮助；3. 南非央行行长警告稳定币使用增长或冲击货币统一性；4. Coinbase CEO：长期看好加密货币，Coinbase 将在任何市场条件下持续运营；5. BTC、ETH 现货 1 分钟级别出现异常波动，单分钟振幅一度超 3%；6. Bitwise 顾问澄清传言：纳斯达克并未取消 IBIT 期权持仓限制；7. Michael Saylor 不再坚持“只买不卖”：出售比特币也是一个选项；8. 特朗普手机至今仍未上市，价格将上调且不再是“美国制造”；9. Tether 应土耳其请求协助冻结 5.44 亿美元非法加密资产；10. 安永：钱包将成下一代金融核心入口，掌控钱包即掌控客户关系；11. Wintermute CEO：对近期“有机构爆雷”的市场传言持强烈怀疑态度；12. 比特币短期走势意见分裂：部分交易员看向 8.4 万美元，但熊市风险仍存；13. CoinList：AC 新项目 Flying Tulip 代币销售已结束。

Elon Musk, who is evidently the strangest and most embarrassing rich man we just happen to have, is getting close to becoming a trillionaire; a concept far scarier than everything he already is. Forbes claims that the Tesla CEO’s net worth has hit $845 billion, making him the first person to ever cross $800 billion. […] source: https://www.cryptopolitan.com/could-elon-actually-become-a-trillionaire/

据 Cloverpool 数据，2 月 8 日，比特币在区块高度 935424 处完成新一轮挖矿难度调整，挖矿难度下调 11.16%，降至 125.86 T，创 2021 年夏季以来最大单次下调幅度，同时为比特币历史上第十大挖矿难度调整。目前，全网近七日平均算力为 990.08 EH/s。数据显示，过去一个月比特币网络总算力下降约 20%，其中仅上周算力便下降约 11%，降至约 863 EH/s，明显低于去年 10 月创下的约 1100 EH/s 历史高位。算力下滑一方面与比特币价格自 12.6 万美元高点回落超过 45% 有关，ETF 资金持续流出叠加市场避险情绪对矿工收益形成压力；另一方面，1 月下旬美国多地遭遇冬季风暴，部分矿工被迫降低算力以支援当地电网，约 200 EH/s 算力一度中断。

BitMNR, an Ethereum treasury company, has recently acquired an additional 20,000 ETH valued at $41.98 million. According to NS3.AI, despite facing an unrealized loss of $7.5 billion on its ETH holdings, the company has purchased a total of 40,000 ETH this week. The total expenditure for these acquisitions amounts to approximately $88.02 million, with an average price of $2,200 per ETH. These purchases were made during a market downturn, suggesting a strategic accumulation approach by the institution.

Voting has begun for the Japanese House of Representatives election, with 1,284 candidates vying for 465 seats. According to RTHK, these seats include 289 from single-member districts and 176 from proportional representation. In single-member districts, voters directly cast their votes for candidates, with the highest vote-getter winning the seat. In proportional representation districts, voters cast their votes for political parties, and seats are allocated to parties based on the proportion of votes received. The focus of public attention is whether the ruling coalition, composed of the Liberal Democratic Party and the Japan Restoration Party, will secure a majority of the seats in this election. The House of Representatives was officially dissolved on the 23rd of last month, marking the shortest period between dissolution and voting since the end of World War II, with only 16 days separating the two events.

Bitcoin mining difficulty in China fell 11. 16% to a record low. source: https://www.cryptopolitan.com/bitcoin-mining-difficulty-posts-biggest-drop/

Thailand's parliamentary elections commenced on February 8 at 8 a.m. local time, with voting set to continue until 5 p.m. According to Jin10, the Thai Election Commission reports that 57 political parties are competing for 500 seats in the lower house, with over 90 candidates nominated for the prime minister position. The official vote count must be completed by April 9. The newly elected parliament is required to convene within 15 days to elect a speaker, followed by the selection of a new prime minister through a vote in the lower house. Concurrently, a constitutional referendum is being held to decide whether to authorize the parliament to initiate a constitutional amendment process, potentially replacing the current constitution established by the military in 2017.

交易所,Bithumb,韩国,离谱操作天花板：Bithumb 凭空发出 62 万枚 BTC 金色财经,有人差点白嫖 1.3 亿美元。

2026 年是我们决定以核心价值为代价的主流采用不值得的时候。「足够好」的去中心化不够好。用户应该得到比信任基础设施提供商访问「去信任」网络更好的东西。

对于虚拟货币、稳定币的监管力度进一步加强，但对于此前不久受到监管严格定性的RWA业务，却似乎留出了一道合规窄门。

这场博弈远未结束——下一波上涨的动力或许并非源于乐观情绪，而是源于「不得不买」的刚需。

巴克莱认为，软件行业的大幅下跌正对其持有高比例投资敞口（20%）的商业发展公司造成显著冲击。

“2.6”注定会计入虚拟货币史册，也让人似乎找到了本次暴跌的原因。

针对近期有关八部委的联合通知，本文是针对该通知的逐条全面解读。

金色财经推出加密货币和区块链行业早报《金色早8点》2960期，为您提供最新、最快的数字货币和区块链行业新闻。