印第安纳州众议院与参议院已通过《加密货币监管与投资法案》（HB 1042），目前法案已提交州长签署。该法案要求部分州管理的退休及储蓄计划提供包含至少一种加密资产投资选项的自主经纪账户，适用范围包括立法者缴费型退休计划、Hoosier START 大学储蓄计划，以及公共雇员与教师退休基金相关计划。此外，法案规定除金融机构部门外，其他公共机构不得限制个人接受加密货币支付、持有自托管或硬件钱包资产；同时禁止针对加密活动征收区别于其他金融交易的特别税种。若州长签署通过，相关条款将于 2026 年 7 月 1 日生效。（The Block）

A growing shortage of rare earth elements is impacting suppliers to U.S. aerospace and semiconductor companies, according to industry insiders cited by Reuters. According to Jin10, two suppliers have already declined some customer orders due to the scarcity. The shortage primarily affects yttrium and scandium, lesser-known members of the 17-element rare earth family, which play crucial roles in defense technology, aerospace, and semiconductor sectors. Kevin Michaels, an aerospace supply chain expert, noted that while the yttrium shortage has not yet disrupted jet engine production, manufacturers remain concerned. Dylan Patel, founder and CEO of semiconductor research firm SemiAnalysis, warned that U.S. semiconductor manufacturers are running low on scandium, posing a risk to the production of next-generation 5G chips.

Indian Prime Minister Narendra Modi has extended an invitation to Israeli companies to invest in India, highlighting the potential for economic collaboration between the two nations. According to Jin10, Modi emphasized the benefits of Israeli investment in India's growing market, aiming to strengthen bilateral ties and enhance economic growth. The initiative is part of India's broader strategy to attract foreign investment and foster international partnerships. Modi's call for investment underscores India's commitment to creating a conducive environment for global businesses, particularly in sectors where Israeli companies have expertise. This move is expected to bolster economic relations and contribute to India's development goals.

A former CIA officer has proposed a three-wallet strategy to enhance asset security. According to Bitalk News, the strategy involves using three distinct wallets: one for everyday transactions and small expenses, another dedicated to high-risk operations, and a third solely for receiving and transferring assets without any authorizations or operations. This approach aims to separate high-risk activities from valuable assets, ensuring that any potential mistakes do not affect the wallet holding the most valuable assets.

量化交易机构 Jane Street 近日因 Terra 生态崩盘相关事件在纽约南区联邦法院遭起诉，被指控在 2022 年 5 月 Terra/Luna 崩溃前利用未公开信息规避超 2 亿美元潜在损失。原告称，其通过与 Terraform Labs 工程及商务团队的沟通获取重要非公开信息，并在 UST 流动性迁移前进行大额交易。Jane Street 否认相关指控，称诉讼为“无端指责”。诉状披露，2022 年 5 月 7 日 Terraform 从 Curve3pool 撤出 1.5 亿枚 UST 后，关联地址迅速从同一池子提走 8500 万枚 UST，引发流动性失衡。Terra 生态随后在一周内崩溃，市值蒸发约 400 亿美元。报道指出，Jane Street 此前亦曾被印度证券交易委员会发布 105 页执法文件，指控其在当地市场利用结构性优势获取异常收益。当前案件共涉及内幕交易、证券欺诈、商品交易法违规等 13 项指控，部分细节仍处于密封状态。（Forbes）

简而言之：没有任何一家AP在明确打压比特币价格。AP结构能够压制的，是价格发现机制本身的完整性。

Uniswap's governance is evaluating a proposal to implement protocol fees on eight additional chains and automate fee collection across all v3 pools. According to NS3.AI, this initiative has the potential to generate an estimated $27 million in additional annualized revenue. As the proposal gains traction, UNI's price has surged by 15%, indicating growing investor confidence.

Bitcoin’s structure is quietly improving beneath the surface. On-chain data shows that whales are no longer aggressively distributing, while U. S. spot demand is beginning to recover, a combination that historically appears during bottoming phases rather than market tops source: https://www.ethnews.com/crypto-whales-signal-possible-market-bottom-here-is-why/

The UK's leading banks are opposing a regulatory proposal aimed at enhancing lending by reducing their capital requirements. Bloomberg posted on X, highlighting that this resistance raises concerns about the effectiveness of the initiative designed to stimulate economic growth. The banks argue that maintaining higher capital levels is crucial for financial stability, despite the potential benefits of increased lending. This stance presents a challenge to regulators seeking to balance economic growth with financial security.

Stripe's co-founders have highlighted the urgent need for blockchain infrastructure to scale significantly to accommodate the transaction demands driven by AI agents. According to NS3.AI, current blockchain systems like Internet Computer Protocol and Solana are capable of handling transaction speeds above 1,000 transactions per second (TPS). However, this is far below the anticipated requirement of 1 million to 1 billion TPS as AI agents continue to evolve. The co-founders' letter emphasizes the potential consequences of blockchain limitations, including significant payment delays and increased fees, as transaction volumes are expected to rise sharply. The evolving capabilities of AI agents necessitate a robust and scalable blockchain infrastructure to ensure efficient and timely processing of transactions.

1. Meteora 联创回应内幕交易质疑：已建立风控机制，相关情况“事先并不知情”；2. 美国政府利用技术霸权从陈志案与赵长鹏案中获利近 200 亿美元；3. Monad 联创：Jane Street 压制比特币至 15 万美元以下这种阴谋论站不住脚；4. Polymarket 上“ZachXBT 会锤谁”事件中 Axiom 概率逼近 Meteora，暂报 22%；5. Vitalik 售出 16420 枚 ETH，价值 3284 万美元，略超出原定计划；6. glassnode 联创：Jane Street 诉讼案公开后“10 点砸盘策略”神奇消失；7. Vitalik 仍在继续出售 ETH，累积达 17196 枚，超出原计划 16384 枚；8. Polymarket 上“俄罗斯会在 2 月 28 日之前进入比利茨克（乌克兰）”事件概率从昨日 11%暴涨至 97%；9. 美 OCC 发布实施“天才法案”拟议规则，征求公众意见；10. 最高法：下一步将打击重点聚焦于利用虚拟货币、地下钱庄进行“洗钱”等关联犯罪；11. PUMP 核心金库关联钱包向 Kraken 转入 112 亿枚 PUMP，占总供应量 1.12%；12. 一鲸鱼尝试做多 ARC 攻击 Lighter 协议失败，损失 530 万美元；13. CFTC 表示有权监管预测市场交易违规行为；14. 周鸿祎：美国将涉案虚拟货币转为战略储备，收割行为导致受害者二次损失；15. 财新：传中国监管机构审查 Jane Street 在中国 ETF 市场交易中的行为模式；16. 加密市场 24 小时爆仓 5.85 亿美元，近一个半月以来空单爆仓量首次超过多单爆仓量。

Critini有关AI引发全球智能危机的报告引爆市场，Circle或成Critini报告最大受益者，叠加Circle超预期财报，以及Jane Street被起诉等，是否是加密市场普涨的幕后“推手”？

利用其速度和规模优势操纵单一市场，然后在衍生品市场中获利。

摩根士丹利将于2026年上半年通过E*Trade平台为零售客户推出加密货币直接交易服务，用户可买卖比特币、以太坊和索拉纳。该行正在自主构建加密资产托管与结算平台，同时在初期运营阶段将借助Zerohash公司提供交易、托管及结算系统支持。

比特币正随美国股市反弹，上涨3%重回66,000美元关口——但吸引分析师关注的不仅是价格走势。

人工智能,AI Agent,算力,2028年全球智能危机？真实的未来会比这个报告更残酷 金色财经,AGI时代：重要的不是生产，而是分配。

英伟达发布2026财年Q4财报，营收超出市场预期。公司对下一季度给出780亿美元的营收指引，同样高于华尔街预期。这一强劲业绩有助于缓解市场对AI投资过热可持续性的疑虑。

人工智能,加密货币,资产,AI Agent,如何面对AI带来的冲击？ 金色财经,AI越进步，越要守好现金和资产。

Stripe的下一步，是要定义下一代全球商业规则。

日本金融厅（FSA）的态度转变体现了当前日本的哪些监管风向？日本距离推出加密现货ETF交易还需跨过哪些门槛，市场机会与合规门槛会如何同步升级？