纳斯达克上市比特币矿企 BitFuFu 发布 1 月未经审计的比特币产量和运营指标报告，其中披露 1 月挖矿产出 229 枚 BTC（其中 183 BTC 来自云挖矿，46 BTC 来自自挖矿），比特币总持仓增至 1,796 枚，当前总算力为 29.6 EH/s，同比增长 46.5%。（Globenewswire）

纳斯达克上市比特币矿企 LM Funding America 披露 1 月挖矿产出 7.8 枚 BTC，总持仓增至 364.1 枚，按照 79960 美元价格计算持仓价值约合 2910 万美元。（Globenewswire）

Tradeweb Markets, a Nasdaq-listed electronic trading platform operator, has released its financial results for the year ending December 31, 2025. According to Odaily, the company reported an 18.9% increase in annual revenue, reaching $2.1 billion. Tradeweb also completed the industry's first on-chain electronic brokered deposit certificate auction. Additionally, by the end of last year, the company held approximately 1.6 billion Canton Coins.

欧洲央行维持三大利率不变，符合市场预期，为连续第五次会议按兵不动。存款机制利率、主要再融资利率和边际贷款利率分别维持在 2%、2.15%和 2.40%不变。(金十)

BTC正式失守 8 万美元这一关键心理关口，市场正在经历一场残酷的信心重塑。

DDC Enterprise Limited, a publicly traded company on the U.S. stock market, has announced the acquisition of an additional 105 bitcoins. According to Odaily, this purchase brings the company's total bitcoin holdings to 1,888. This marks the fourth consecutive week that DDC has invested in bitcoin. The average purchase cost for these bitcoins is reported to be $86,868. Since the beginning of the year, the company's bitcoin investment has yielded a return of 59.6%.

Institutional investors are changing their approach to Bitcoin returns, seeking methods akin to traditional finance rather than higher-risk strategies. According to Odaily, Thomas Chaffee, co-founder of GlobalStake, noted that fully collateralized, market-neutral strategies are now replacing DeFi or smart contracts, rekindling interest among institutional investors. Chaffee highlighted that previously, due to risks associated with smart contracts, leverage, and opaque strategies, institutional investors found the risk-reward ratio of BTC yield products unreasonable. As infrastructure evolves, hedge funds and financial departments are gravitating towards familiar deployment methods that offer compliance and risk control systems. Richard Green, head of Rootstock Institutional, also observed that BTC holders increasingly desire their assets to generate returns.

摩根大通表示，在黄金表现强劲且波动性加剧之后，比特币相对于黄金的长期吸引力有所提升。尽管近期加密货币走弱，但清算规模不大，不过现货比特币 ETF 的资金流出仍在持续。摩根大通指出，比特币目前的交易价格远低于其估计的生产成本 87,000 美元，历史上这是一个相对较低的底部。摩根大通的关键观点：比特币相对于黄金的风险调整后价值有所增强，其相对于黄金的波动性已降至历史新低，这意味着长期来看，比特币具有巨大的上涨潜力。

The Bank of England has observed a notable increase in gold outflows from its vaults in January, according to Deputy Governor Ramsden. According to Jin10, this month is typically characterized by frequent changes in the Bank's gold holdings. The recent trend highlights a significant movement of gold out of the Bank's reserves.

GlobalStake 联合创始人 Thomas Chaffee 表示，机构投资者对 BTC 收益的态度正发生转变，其并非追求更高风险，而是寻求类似于传统金融（TradFi）的收益方式。目前，全额抵押、市场中性策略正取代 DeFi 或智能合约，重新激发机构投资者的兴趣。Thomas Chaffee 指出，以往由于智能合约风险、杠杆及不透明策略，机构投资者认为 BTC 收益产品的风险收益比不合理。随着基础设施演进，对冲基金和财务部门开始倾向于其熟悉的、具备合规与风控体系的部署方式。Rootstock Institutional 主管 Richard Green 也表示，持有 BTC 的投资者日益希望资产能产生收益。（CoinDesk）

India will start swapping information about cryptocurrency transactions with tax departments in other countries starting April 1, 2027. source: https://www.cryptopolitan.com/india-cross-border-crypto-data/

随着被称为“最佳投资人”的 Kyle Samani 也选择淡出离场，加密市场的阶段性瓶颈或许正在经受前所未有的审视与重估。

下一代标配不是「迁去哪里」，而是「把增长掌握在自己手里」。

赵长鹏,人工智能,Binance,被灰产盯上的赵长鹏 金色财经,抖音平台中赵长鹏的相关视频点赞量超 10 万。

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Vitalik：我个人很喜欢很多可以称为「应用链」（app chains）的东西

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