据 Onchain Lens 监测，某巨鲸今日向币安存入 15,001 枚 ETH，价值 3457 万美元，用于偿还贷款。过去 2 天内，该巨鲸累计向币安存入 121,185 枚 ETH，总价值 2.92 亿美元。

The Hong Kong Monetary Authority (HKMA) has received 36 applications for stablecoin licenses in its first round of submissions. According to Odaily, the HKMA is currently assessing these applications with the aim of issuing the first batch of licenses by March. HKMA Chief Executive Eddie Yue stated that regulatory authorities have requested additional information for some applications. The initial submissions primarily contained basic information required for licensing. Further verification is needed on specific application scenarios, risk management arrangements, and the composition of reserve assets. The HKMA aims to complete the licensing process by March, provided all necessary information is available. However, Yue emphasized that the number of licenses issued in the first batch will be limited, with a focus on a cautious and prudent approach.

据 Lookonchain 监测，2 个沉睡 5 年的以太坊 OG 地址（0xC3fe...31e4 和 0x34d1...4Ac1）通过循环借贷方式买入 ETH。这两个地址向 Aave 存入 44,490 枚 ETH，价值 9830 万美元，随后借出 1.04 亿 USDT，并以 2295 美元的均价买入 45,319 枚 ETH。

On February 1, local time, Cuba's Ministry of Foreign Affairs issued a statement condemning all forms of terrorism and expressing willingness to collaborate with the United States and other countries to enhance regional and international security. According to Jin10, the statement emphasized Cuba's denial of the presence or support of any terrorist or extremist organizations within its borders. It highlighted a 'zero tolerance' policy towards financing terrorism and money laundering, pledging to combat illegal financial activities in accordance with international standards. The statement also proposed resuming technical cooperation with the U.S. in areas such as counter-terrorism, anti-money laundering, drug trafficking prevention, cybersecurity, human trafficking, and financial crime. Cuba committed to strengthening its legal framework to support these efforts.

Public transportation in many German cities and municipalities is expected to face disruptions on Monday due to a strike called by Verdi, Germany's second-largest union. According to Jin10, the strike is in response to demands for shorter working hours and increased bonuses. Christine Behle, the union's vice-chair, stated on the Verdi website over the weekend that employees in the public transport sector are under significant pressure due to unfavorable working hours, shift work, and ongoing time constraints. She emphasized the urgent need for improvements to reduce high turnover rates and attract reliable technical workers back to the industry. Currently, collective bargaining is underway in Germany's 16 federal states, with Verdi advocating for better working conditions. Their demands include reducing weekly working hours and shift lengths, extending rest periods, and increasing bonuses for night and weekend work. According to Verdi, the dispute involves nearly 100,000 employees from 150 municipal transport and bus companies. The strike will not affect intercity train routes operated by the state-owned railway company, Deutsche Bahn.

香港金融管理局 总裁余伟文表示，首轮已收到 36 家机构提交的稳定币牌照申请，目前正持续评估，争取尽快作出决定并在 3 月发出首批牌照。余伟文指出，监管机构已就部分申请要求补充资料。由于首轮提交内容多为发牌所需的基本信息，后续仍需重点核实具体应用场景、风险管理安排以及储备资产构成等关键要素。在资料齐备的前提下，金管局将力争于 3 月完成首批发牌，但强调首批牌照数量不会多，将以审慎稳妥为原则推进。

On February 2, it was reported that a suspected address linked to Multicoin Capital increased its holdings by 355,000 HYPE tokens last week. According to BlockBeats On-chain Detection, the value of these tokens is estimated at $40.8 million. The activity has drawn attention within the cryptocurrency community, highlighting the ongoing interest and investment in digital assets.

Matrixport 发布最新分析指出，比特币近期盘整延续的核心原因在于“叙事缺位”。数据显示，比特币现货 ETF 已连续三个月录得净流出，尽管多家美国财富管理机构陆续开放配置入口，但新增渠道未带来相应的增量资金，ETF 资金面整体偏弱。Matrixport 认为，传统金融（TradFi）端的边际需求可能已阶段性趋于饱和。从时间节奏看，7 月为最后一次较为明显的净流入窗口，此后资金动能持续走弱。报告指出，比特币或需一次“叙事重启”或新的核心定价主线，才能在资金与预期层面形成实质支撑并重新吸引 TradFi 资金回流；当前走势更可能是阶段性回调，而非长期趋势反转。

据 Onchain Lens 监测，某巨鲸 (0xFB7...e0A3) 从 FalconX 和 Coinbase 买入 14,750 枚 ETH（价值 3388 万美元）和 740 枚 cbBTC（价值 5691 万美元）。目前，该巨鲸共计持有 150,572 枚 ETH（价值 3.3689 亿美元）和 750 枚 cbBTC（价值 5712 万美元）。

Analysts have noted that among major energy-consuming nations, India is particularly sensitive to price changes. According to Jin10, when energy costs surge, few countries are as vocal as India. However, the current atmosphere in New Delhi is notably relaxed. Government officials and industry leaders believe that oil, natural gas, and coal have entered a buyer's market, potentially for the long term. This sentiment aligns with market realities. For instance, crude oil prices have fallen to around $65 per barrel, roughly half of what they were following the onset of the Russia-Ukraine conflict in 2022. When adjusted for inflation, oil prices have returned to levels seen in the mid-1980s. Prices for coal and natural gas have also significantly decreased. India's top energy official, Hardeep Singh Puri, remarked, "The good news is that more energy is flowing into the global market." When asked if this indicates a buyer's market, he acknowledged, "While I don't always state it outright, the characteristics of a buyer's market are indeed present."

据《华尔街日报》报道，阿布扎比支持的一家投资机构悄然达成协议，以5亿美元收购与美国总统唐纳德·特朗普有关联的加密货币初创企业World Liberty Financial（WLFI）半数股权。该交易在特朗普重返白宫前数日完成。

CrossCurve确认其跨链桥遭攻击者利用，因智能合约验证漏洞导致攻击者解锁代币，并在多个网络中盗取约300万美元资金。该项目已要求用户暂停使用平台，同时展开漏洞调查。

互联网正从以人类发起的交互为主导转向以自主代理为主导。

这并不是一个关于繁荣的故事，只是一个关于现实、债务以及供给约束重新显性化的时代开端。

AI与代币化对全球金融体系的重塑是大势所趋，其带来的效率革命与风险挑战并存，推动全球金融治理体系向更协同、更智能、更包容的方向发展。

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在沃什时代，加密投资者需要摒弃“抄底反弹”的投机思维。

MicroStrategy,BTC,行情,微策略防线告破：比特币要滑向6字头了吗？ 金色财经,加密市场正迎来开年以来的最暗时刻。

在刚刚过去不久的周五交易日，市场经历了一场足以载入史册的剧烈波动。

Binance,赵长鹏,CZ AMA 回应市场 FUD、10.10 闪崩、Alpha 争议 金色财经,近期，赵长鹏 (CZ) 成为加密社区争议的焦点。