Jim Bianco, president of Bianco Research posted on X, questions whether the next all-time high will mirror 2017, taking six years, or 2021, taking three years. He ponders the impact of waiting to break even while other opportunities arise.

The S&P 500 has seen its earnings growth rate rise to 12.1% in the fourth quarter, driven by positive EPS surprises. FactSet posted on X that this marks the fifth consecutive quarter of double-digit growth for the index. John Butters, FactSet VP Senior Earnings Analyst, highlighted the performance across various sectors, the contrast between domestic and international exposure, and net profit margins. Additionally, there has been a notable increase in discussions about artificial intelligence during Q4 earnings calls. Analysts are also projecting earnings growth for 2026.

Cookie DAO has announced its transformation into a prediction market platform, focusing on the fastest-growing sector in the crypto industry. According to Odaily, this decision follows the revocation of API access for the InfoFi application by X, leading Cookie DAO to cease operations of Snaps.

Kyle Samani, co-founder of Multicoin Capital, has publicly expressed skepticism regarding the expansive vision of Web3. According to NS3.AI, Samani stated that blockchain technology primarily functions as a ledger with limited applications outside of transforming the financial sector. He noted DePIN as a noteworthy advancement in the field. His comments, which implied that most significant questions surrounding cryptocurrency have been addressed, were shared online but subsequently removed before he announced his resignation.

Cookie DAO 在 X 平台发文宣布，将转型成为预测市场平台，押注加密领域增长最快的赛道。此前消息，由于 X 撤销 InfoFi 应用的 API 访问权限，Cookie DAO 宣布停止运营 Snaps。

Tether 发布 2025 年第四季度（Q4）报告，USDT 多项核心数据刷新历史纪录。报告显示，USDT 市值在 Q4 增长 124 亿美元，达到 1873 亿美元；季度内链上月活跃用户数、转账次数及转账金额均创历史新高，链上持有 USDT 的钱包数量也录得最大单季度增幅。用户规模方面，USDT 在 2025 年第四季度新增约 3520 万名用户，预估用户总数增至 5.345 亿，已连续第八个季度实现单季用户增长超过 3000 万。储备方面，Tether 总储备在第四季度增加 117 亿美元，达到 1929 亿美元，净资产约 63 亿美元。储备资产包括 96,184 枚比特币（季度内增加 9,850 枚）以及 127.5 公吨黄金（季度内增加 21.9 公吨）。报告指出，USDT 市值在 10 月环比增长 4.9%，随后受 10 月 10 日清算风暴影响，增速有所放缓。

何一在 X 平台发文表示，社区部分用户发起了“提币运动（withdrawal campaign）”，不过在该行动启动后币安地址内的资产数量反而出现增长，定期对所有交易平台发起提币其实是一次非常有效的压力测试，但提醒在提币过程中需要仔细核对地址以降低操作错误风险，因为区块链转账一旦完成通常无法追回资金。何一还表示，正在学习以积极的心态看待一切，例如价格下跌可能是以更低价格获得高价值资产的机会，而 FUD 可以提高那些之前不了解币安的人对币安的认知，同时强调相关观点不构成投资建议。

The recent fluctuations in the metals and foreign exchange markets are driving a surge in recruitment by hedge funds and banks, as institutions compete for traders who can capitalize on increased volatility. According to Jin10, multi-strategy fund companies are particularly focused on hiring experts in 'volatility arbitrage,' a strategy that profits from the difference between expected and actual market volatility. Tony Ernest, managing partner at hedge fund recruitment firm Monroe Partners Asia, noted that these traders have been highly successful in recent days. A founder of a recruitment company in Tokyo reported that Japanese securities firms are actively seeking foreign exchange and fixed income traders. Additionally, a source revealed that a major Australian bank, following its best monthly trading revenue performance in nearly a decade, plans to expand its workforce in areas including commodities.

Hong Kong's new consumer sector experienced a notable upswing as several stocks showed significant gains. According to Jin10, Pop Mart International Group (09992.HK) led the charge with an increase of over 4%. Other companies such as Gu Ming (01364.HK), Lao Pu Gold (06181.HK), Blue Orca (00325.HK), Weilong (09985.HK), and Mixue Group (02097.HK) also followed suit with upward trends in their stock prices.

On February 5, Westpac's Chief Economist Luci Ellis suggested that the Reserve Bank of Australia (RBA) might be compelled to implement a second consecutive interest rate hike in March. According to Jin10, the RBA became the first major monetary authority to raise rates this year on Tuesday. Previously, traders and economists widely anticipated that the RBA would take further action at its May meeting following the release of first-quarter inflation data. For most market observers, the threshold for action next month is considered high. Ellis, who previously served as the RBA's Assistant Governor, stated in an interview on Wednesday, "I cannot rule out the possibility of consecutive rate hikes in March." Although her core prediction remains a rate hike in May, she added, "If the data flow between now and the March meeting shows stronger momentum, consecutive hikes could occur." Ellis noted, "If conditions roughly align with our expectations, I believe they have reason to maintain rates until May. However, I also observed that the Governor clearly stated in the press conference that their projected inflation trajectory is unacceptable. They wish to reduce inflation more swiftly."

欧盟《数字服务法》的内容涵盖了数字服务监管的各个方面，核心围绕“分级监管、责任明晰、透明可追溯”三大原则展开。

金色财经推出加密货币和区块链行业早报《金色早8点》2958期，为您提供最新、最快的数字货币和区块链行业新闻。

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酝酿三年的香港《稳定币条例》正式生效，全球最大稳定币 USDT 一夜之间从香港市场 “蒸发”。

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