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。

Investment in artificial intelligence infrastructure through off-balance sheet debt is heightening the exposure of insurers and private credit funds to hyperscalers. Bloomberg posted on X, highlighting the growing trend where financial entities are increasingly involved in funding AI infrastructure projects. This approach allows companies to expand their technological capabilities without directly impacting their balance sheets. The strategy involves leveraging debt to finance large-scale AI infrastructure, which is essential for supporting the operations of hyperscalers—companies that provide cloud computing services at a massive scale. Insurers and private credit funds are becoming more exposed to the risks associated with these investments, as they play a significant role in providing the necessary capital. The move reflects a broader trend in the financial sector, where traditional institutions are seeking new avenues for growth and diversification. By investing in AI infrastructure, these entities aim to capitalize on the rapid advancements in technology and the increasing demand for cloud services. However, this strategy also presents challenges, as the reliance on off-balance sheet debt can lead to increased financial risk. Insurers and credit funds must carefully assess the potential impacts on their portfolios and ensure they are adequately prepared to manage any associated risks. Overall, the investment in AI infrastructure through off-balance sheet debt is reshaping the financial landscape, offering new opportunities for growth while also requiring careful risk management.

针对 Parity 此前发布的预测市场收入排名，加密分析师 dash 在 X 平台发文表示，Kalshi 的数据大概率属实。根据其手续费结构和公开的 taker 交易计算，其手续费约为 1.18 亿美元。若通过 Robinhood 进行交易，1% 的名义金额估算较为准确，Kalshi 近 30 天名义交易额为 110 亿美元。此外，链上预测市场的手续费存在被低估的情况，目前 DefiLlama 等平台主要统计美元或稳定币手续费，忽略了以份额计价的手续费。在计入该部分手续费后，Polymarket、predict.fun 和 Limitless 等平台的实际手续费将更高，其中 Predict.fun 高出约 40%，Polymarket 高出约 80%。

European officials have expressed strong disapproval of Belgian Prime Minister Bart de Wever's suggestion to negotiate with Russian President Vladimir Putin to conclude the conflict in Ukraine and restore the supply of affordable Russian energy to Europe. Bloomberg posted on X, highlighting the widespread condemnation from various European leaders who argue that such a move would undermine efforts to hold Russia accountable for its actions in Ukraine. The proposal has sparked a debate on the continent, with many emphasizing the importance of maintaining a united front against Russian aggression and supporting Ukraine's sovereignty. Critics of de Wever's stance argue that compromising with Russia could set a dangerous precedent and weaken Europe's geopolitical position.

美国财长贝森特周一表示，目前美国对于一些船只通过霍尔木兹海峡一事持“认可”态度。他还指出，任何旨在缓解油价上涨的措施都将取决于伊朗战争持续的时间长短。“我们看到越来越多的燃料运输船开始启航了。伊朗的船只已经先行离开，而我们也就允许这种情况发生，以便向世界其他地区供应燃料。我们现在也看到印度的船只启航了。”他表示。“在海湾地区的任何舰队或护航舰队出现之前，这种情况应该会逐渐增加。所以我们认为伊朗方面会自然而然地做出让步。目前，我们对此表示满意。我们希望全球物资供应充足。”贝森特说道。当被问及特朗普政府除了释放石油储备之外，是否会使用其他手段来缓解油价上涨以及战争带来的影响时，贝森特表示：“这将取决于冲突的持续时间。”(金十)

据 Gate 数据，WTI 原油回落至 95 美元/桶下方，日内跌 4.41%。布伦特原油日内跌超 2.00%，现报 98.85 美元/桶。

Key TakeawaysCrypto ETPs recorded $1.06 billion in inflows last week, led by $793 million into Bitcoin products, per CoinSharesThree consecutive weeks of inflows now total $2.7 billion, bringing net year-to-date inflows to approximately $1.2 billionBitcoin ETP AuM has risen 9.4% to nearly $140 billion since the onset of the Iran crisisEthereum ETPs pulled in $315.3 million last week but remain $23 million in net outflows year-to-dateUS spot Bitcoin ETFs posted their first five-day inflow streak of 2026, attracting $767.3 million, though year-to-date net outflows still stand at approximately $493 millionXRP suffered a second consecutive week of outflows totaling $76 millionCrypto investment products extended their recovery streak last week, with exchange-traded products recording $1.06 billion in net inflows for the third consecutive week, according to CoinShares data published Monday.The three-week run has now accumulated $2.7 billion in total inflows, pushing net year-to-date figures to approximately $1.2 billion across all digital asset ETPs.Bitcoin Leads, Safe-Haven Case StrengthensBitcoin products captured the bulk of last week's flows at $793 million, bringing Bitcoin ETP year-to-date gains to $933 million. CoinShares Head of Research James Butterfill pointed to the sustained momentum as evidence of Bitcoin's growing role as a relative safe-haven asset, noting that total digital asset ETP assets under management have climbed 9.4% to nearly $140 billion since the onset of the Iran crisis.Short-Bitcoin products also attracted $8.1 million in inflows, which Butterfill described as a sign that market opinion remains "somewhat polarized" despite the broader bullish trend.Ethereum Approaches Flow NeutralEthereum ETPs recorded $315.3 million in inflows last week, sharply narrowing their year-to-date deficit to approximately $23 million in net outflows. Butterfill attributed the improved momentum in part to new staking ETF listings in the US, which he said have brought Ethereum ETP flows close to a net neutral position.US Spot Bitcoin ETFs Post First Five-Day Streak of 2026US spot Bitcoin ETFs were the primary driver of last week's Bitcoin inflows, attracting $767.3 million and posting their first five-day consecutive inflow streak of the year. Despite the milestone, the funds remain in negative territory for 2026, with approximately $493 million in net outflows year-to-date following $1.8 billion in combined outflows during January and February, partially offset by $1.34 billion in March inflows so far.Whether US spot Bitcoin ETFs can flip positive for the year remains the key metric to watch this week.Mixed Picture for AltcoinsXRP recorded its second straight week of outflows, shedding $76 million. Solana bucked the trend with $9.1 million in modest inflows.

The Colorado River is facing significant challenges due to a combination of factors, including a lack of winter snow in the Rocky Mountains and an ongoing heat wave. Bloomberg posted on X, highlighting the severe impact these conditions are having on the river's stability. The situation is described as a 'multilevel climate train wreck,' emphasizing the urgent need for attention and action to address the environmental issues affecting this crucial water source. The river's declining condition poses risks to the ecosystems and communities that depend on it, underscoring the broader implications of climate change on natural resources.

据链上分析师余烬监测， 比特币财库公司 Strategy(MSTR) 上周以约 70,194 美元的价格购买了 22,337 枚 BTC，他们现在总共持有 761,068 枚 BTC (559.62 亿美元)，成本均价 75,696 美元，浮亏 16.48 亿美元。以太坊财库公司 Bitmine(BMNR) 上周以约 2,112 美元的价格购买了 60,999 枚 ETH (1.29 亿美元)。他们现在总共持有 4,595,562 枚 ETH (104.64 亿美元)，成本均价 3,714 美元，浮亏 66.04 亿美元。

Romanian Prime Minister Ilie Bolojan is under increased scrutiny as the largest party in the ruling coalition criticized his leadership as 'unacceptable.' Bloomberg posted on X, highlighting the tensions within the coalition just days before a crucial budget vote. The criticism comes at a pivotal moment for Bolojan, who must secure support to pass the budget and maintain stability within the government. The outcome of the vote could significantly impact the political landscape in Romania, as coalition dynamics are tested.

如果说当下的加密行业还有哪些投资人值得期待，蔡文胜应该算一个。

印钞机已经跑起来了，未来的天花板仅取决于两大变量。

加密货币的本质是一种消费品，这也是货币的由来历程。

Tether 正从一家稳定币公司，长成撼动传统金融的超级力量。

小龙虾的爆火把 2026 年的加密交易拉进了全自动的时代。

中国对其能源韧性表现出信心，声称凭借雄厚的储备和国内产量，足以应对当前伊朗冲突引发的全球石油供应中断——尽管美国总统唐纳德·特朗普正敦促北京方面协助保障具有战略意义的霍尔木兹海峡的安全，以备其本月晚些时候的计划访问。

2026年3月的第一个星期，旧金山的天气阴晴不定，恰如此刻人工智能赛道上的风云变幻。

澳大利亚参议院经济立法委员会建议通过一项新法案，将加密货币平台纳入该国的金融服务监管体系，此举使澳大利亚在实施数字资产综合监管框架方面又迈进一步。

RWA 项目应该把资源集中在一件事上——找到真正好的 RWA 资产。

澳大利亚金融监管机构ASIC警告年轻投资者，不要仅依赖社交媒体或人工智能获取理财建议，因为这些渠道可能不可靠且存在风险。一项调查显示，23%的Z世代持有加密货币，其中许多人根据网红内容或短期投机进行交易。