美国至 2 月 21 日当周初请失业金人数 21.2 万人，预期 21.5 万人，前值由 20.6 万人修正为 20.8 万人。美国至 2 月 14 日当周续请失业金人数 183.3 万人，预期 185.8 万人，前值由 186.9 万人修正为 186.4 万人。美国至 2 月 21 日当周初请失业金人数四周均值 22.025 万人，前值由 21.9 万人修正为 21.95 万人。(金十)

The World Gold Council has issued a cautionary note regarding the current state of the gold market. According to Jin10, the council highlights concerns over high valuations and persistent macroeconomic risks. These factors necessitate a prudent approach for investors navigating the gold market. The council's warning comes amid ongoing global economic uncertainties, which could impact gold prices and investor sentiment. As the market continues to face volatility, the World Gold Council emphasizes the importance of careful consideration in investment strategies.

世界黄金协会表示，金融投机行为明显，可能会导致更多的避险需求，尤其是对黄金的需求，黄金将因更强的通胀对冲需求和股票与债券相关性增强而获得支撑，估值过高以及持续存在的宏观风险需要我们保持谨慎。(金十)

EBay has announced plans to reduce its workforce by approximately 800 positions, representing 6% of its full-time employees. Bloomberg posted on X, stating that the company aims to align its staffing with its strategic priorities. The decision reflects EBay's ongoing efforts to adapt to changing market conditions and optimize its operations. The layoffs are part of a broader strategy to ensure the company's resources are effectively allocated to support its long-term goals. EBay's move comes as businesses across various sectors reassess their workforce needs in response to evolving economic landscapes.

汇丰策略师们将美国股市敞口减半，并转而加大对新兴市场和欧洲的投资，因后者当前经济形势强劲，在过去两个月里，诸如消费和制造业等关键周期性指标出现了增长。策略师们表示：“我们正积极顺应这种更为强劲的周期性增长趋势，并且目前对非美国股市的持仓比例有所增加。”策略师们认为，技术面、仓位和市场情绪的积极态势能够抵消由地缘政治、贸易和人工智能方面的担忧所引发的波动。今年截至目前，标普 500 指数上涨了 1.5%，而剔除美国股票的全球股票指数上涨了 11%，新兴市场基准指数则上涨了 15%。(金十)

The European Union Commission has announced a new counter-terrorism agenda aimed at bolstering the EU's ability to address evolving threats of terrorism and violent extremism. According to Jin10, the agenda, released on February 26, is part of the EU's internal security strategy, 'Protecting the EU,' and includes a series of comprehensive cross-sector measures designed to enhance prevention and response capabilities. Key aspects of the new agenda focus on improving risk prediction capabilities, strengthening online and offline security measures, and deepening cooperation with international partners. Additionally, the EU Commission has proposed legislation to combat illegal firearms trafficking and gun-related crimes. This initiative underscores the EU's commitment to safeguarding its citizens against security threats.

[email protected] posted on X. On February 27, a significant number of Bitcoin and Ethereum options are set to expire, with 116,000 BTC options and 206,000 ETH options reaching maturity. The Put Call Ratio for Bitcoin stands at 0.76, with a maximum pain point of $75,000 and a nominal value of $7.9 billion. For Ethereum, the Put Call Ratio is 0.77, with a maximum pain point of $2,200 and a nominal value of $980 million. The cryptocurrency market remains sluggish, with Bitcoin having briefly dipped below the $60,000 mark earlier in February. Throughout the month, Bitcoin has experienced weak fluctuations above this level. Tomorrow, options accounting for 20% of total open interest, amounting to nearly $9 billion, will expire. Bitcoin's open interest has reached a peak not seen in recent years. Thanks to a recent rebound, the implied volatility for both Bitcoin and Ethereum has increased, with BTC's main term IV at 47% and ETH's at 65%. This has somewhat alleviated the downward price trend, although market confidence remains low. In terms of trading, large-scale call options have dominated, especially following yesterday's rebound, with significant medium to long-term call transactions. Key options data indicates a comprehensive rebound in Skew, suggesting the emergence of market bottom-fishing forces. Despite these developments, the market remains bearish. The cryptocurrency sector lacks new capital inflows and notable hotspots, with pessimistic sentiments prevalent on social media. It appears the market bottom has yet to be reached.

HSBC strategists have reduced their overweight position in U.S. equities, opting to increase investments in emerging markets and Europe. Bloomberg posted on X that this strategic shift is driven by robust economic momentum in these regions. The decision reflects HSBC's assessment of global economic conditions and potential growth opportunities outside the United States. By reallocating resources, HSBC aims to capitalize on the promising economic prospects in emerging markets and Europe, which are currently experiencing strong economic activity.

DMG Blockchain has released its unaudited financial results for the first quarter of fiscal year 2026, revealing a revenue of 11.2 million CAD, marking a 2% decrease from the previous quarter and a 4% decline year-over-year. According to Odaily, the company mined 69 Bitcoins during the quarter, down from 72 in the previous quarter and 97 in the same period last year. The company's computing power increased by 10% to 1.76 EH/s. DMG Blockchain's cash, short-term investments, and digital assets totaled 58.6 million CAD, a 10% decrease from the end of the fiscal year. Total assets stood at 122 million CAD, reflecting an 8% decline quarter-over-quarter. The net loss was 2.2 million CAD, or 0.01 CAD per share, an improvement from the net loss of 3.1 million CAD in the same period last year. However, due to changes in the fair value of digital assets, the comprehensive net income shifted from a profit of 12.2 million CAD last year to a loss of 16.5 million CAD.

A recent analysis suggests that Citadel's actions may have contributed to calming the markets earlier this week. Bespoke Investment Group posted on X, highlighting the potential impact of Citadel's strategic decisions on market dynamics. The report explores how Citadel's involvement might have played a role in stabilizing market conditions amid recent fluctuations. While the exact influence of Citadel's actions remains a topic of discussion, the analysis underscores the significant role major financial entities can have on market trends. The report does not provide specific details on the measures taken by Citadel but emphasizes the broader implications of such interventions in the financial landscape.

比特币不仅是代码，更是由无数参与者共同塑造的社会实验。

美国通过技术霸权收割全球虚拟资产，本质是为了维护其经济霸权与美元地位

1858 年的夏天，一根铜芯电缆横穿大西洋海底，把伦敦和纽约连在了一起。

单季结算11.9万亿美元：USDC的规模已逼近美国GDP的一半。

三星正式发布Galaxy S26系列，将其定位为全球首款"智能代理AI手机"。该设备不仅能响应用户指令，更能跨应用程序代为执行多步骤操作。

以太坊联合创始人维塔利克·布特林已出售逾17,000枚ETH，略高于其最初计划，所得资金将用于资助以太坊基金会并支持新项目。该基金会目前仍持有约172,000枚ETH，并发布了详细路线图，旨在实现更快的交易速度、增强隐私保护及推动网络长期发展。

真正的护城河，从来不是某一项单点技术，而是无数个正确决策在时间轴上的复利。

以太坊的「以卷积（Rollup）为中心」的路线图，是如何因为内斗、激励失调和自找的延误而失败，最终导致网络在自我内耗中失地的。

预测市场平台Kalshi近日公开表态反对内幕交易，态度异常鲜明。这个曾被视为创新领域的行业，如今正面临监管机构和机构观察员的日益严格审查。

Tether已向数字市场平台Whop投资2亿美元，使该平台估值达到16亿美元。此次合作将把Tether的稳定币整合至Whop平台，使创作者能够直接接收付款并拓展全球业务。