人工智能,投资,项目投资,软件股暴跌 20%——但我重仓了 Adobe 和 Salesforce 金色财经,理由是：切换成本高、AI 整合能力强、估值极低。

据 Lookonchain 监测，某鲸鱼 2 小时前再次开设 25 倍杠杆 ETH 多单，现仓位 9366 枚 ETH，价值 1844 万美元。据悉该鲸鱼 9 小时前平仓此前开设的 ETH 多单，亏损 54.7 万美元。

据官方公告，今日 21:00 可领取币安 Alpha 空投，持有至少 240 个币安 Alpha 积分的用户可申领代币空投。先到先得。直至空投池领取完毕或活动结束。具体详情将另行公布。

Robinhood Chain 是代币化股票超级入口，还是合规的孤岛？

Binance has completed a $1 billion Bitcoin purchase for its Secure Asset Fund for Users (SAFU), acquiring a total of 15,000 BTC at an average price of approximately $70,000, according to on-chain analyst Yu Jian.The purchases were executed in multiple tranches, reflecting a staggered accumulation strategy amid market volatility. The breakdown disclosed by Yu Jian is as follows:1,315 BTC for $100 million at $76,0451,315 BTC for $100 million at $76,0453,600 BTC for $250 million at $69,4444,225 BTC for $300 million at $71,0064,545 BTC for $300 million at $66,006The final tranche was executed at the lowest price, pulling the blended average close to $70,000. 

Key takeaways: Binance purchased 4,545 BTC in the final tranche. source: https://coindoo.com/binance-buys-4545-btc-to-complete-1b-bitcoin-transition/

QCP 高管 Elbert Iswara 在采访中表示，比特币近期从约 6 万美元快速反弹至 7 万美元上方，更可能属于流动性重置，而非市场结构性变化。他指出，尽管经历快速回撤，但当前价格企稳显示长期持有者及机构需求仍然存在。Elbert Iswara 认为，当前市场方向主要由宏观流动性环境与利率预期变化主导，而 ETF 资金流、衍生品仓位及杠杆去化等加密市场内部因素则放大了波动幅度与速度。他表示，短期来看比特币表现更接近对流动性敏感的高 Beta 风险资产，尤其是在风险偏好下降阶段，但这并不意味着其长期价值储存叙事失效。比特币更类似于随宏观周期变化而切换属性的混合型资产。短期需重点关注 6 万至 6.5 万美元关键区间、ETF 资金流变化、杠杆与清算情况，以及比特币与美股相关性变化。长期来看，市场应关注机构参与稳定性、市场结构成熟度及采用率增长情况。

Aztec定位为以太坊上Privacy-first Layer2网络。

아서 헤이즈는 하이퍼리퀴드 생태계의 네이티브 토큰인 HYPE를 매입하여 보유 지분을 늘린 것으로 알려졌다. 계속 읽어보세요: 온체인 데이터에 따르면 비트멕스 창립자 아서 헤이즈가 이 알트코인을 대량으로 매입했습니다! 자세한 내용은 다음과 같습니다 source: https://kr.bitcoinsistemi.com/according-to-onchain-data-bitmex-founder-arthur-hayes-made-a-large-purchase-of-this-altcoin-here-are-the-details/

Binance has completed the integration of Ripple USD on the XRP Ledger, enabling users to deposit the stablecoin on the network.Deposits for RLUSD are now open, while withdrawals will be enabled once sufficient on-chain liquidity is established, Binance said. Users can access their assigned deposit addresses through the platform, with the token’s contract details available on the XRP Ledger.The integration expands RLUSD’s accessibility within Binance’s ecosystem and adds to the growing range of stablecoin options supported across multiple blockchain networks.

Coinbase推出Agentic钱包，这是一款无需人工批准即可让人工智能代理在区块链上进行交易、支付和收益的加密钱包。该钱包采用x402协议，支持以太坊和Solana等多条网络，并内置安全控制功能以管理支出并保护私钥。

The XRP Ledger has moved ahead of Solana in total on-chain real-world asset tokenization value, excluding stablecoins. Data from RWA. xyz shows XRPL holding approximately $1. 75 billion in tokenized RWA value, compared to $1 source: https://www.ethnews.com/xrpl-surpasses-solana-in-on-chain-rwa-value/

X 产品负责人兼 Solana 顾问 Nikita Bier 转发 X 平台最新数据：1. X 平台用户已超 10 亿2. X 平台订阅年化收入突破 10 亿美元3. 1 月 X 平台创下用户互动量新高4. X 应用下载量环比增长 50%5. X 平台新用户每日停留时长提升 55%6. X 平台的文章发布量增长 10 倍，阅读量增长 17 倍

Arthur Hayes reportedly increased his position by buying HYPE, the native token of the Hyperliquid ecosystem. Continue Reading: According to Onchain Data, Bitmex Founder Arthur Hayes Made a Large Purchase of This Altcoin! Here Are the Details source: https://en.bitcoinsistemi.com/according-to-onchain-data-bitmex-founder-arthur-hayes-made-a-large-purchase-of-this-altcoin-here-are/

深入分析 AI 从提供建议转向自主执行引发的资产重定价：揭示依赖人力的旧资产价值坍塌，并探讨资金向算力能源、自动化结算协议及具身智能硬件的系统性迁移。

以太坊价格已跌破关键的2000美元关口，市场普遍预期将出现大规模清算和抛售。然而链上数据显示出截然相反的趋势：长期持有者和鲸鱼正积极买入并囤积ETH，这表明市场对该资产长期前景充满信心。

从整体定性上来看，最新的监管政策属于“利好，但利好有限”。

如今的永续合约市场不再是一个简单的增长故事，它需要对多个指标进行细腻的解读。

马来西亚正通过推出监管沙盒，致力于开发符合伊斯兰教法的林吉特挂钩稳定币，从而将自己置于符合伊斯兰教法的数字金融前沿。

美国法院对加密货币交易所Paxful处以400万美元罚款，认定该平台多年来协助犯罪分子转移资金，并纵容非法卖淫等犯罪活动在其平台上运作。监管机构指出，该公司漠视基本的反洗钱规则，且未对可疑交易行为进行上报。