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On February 10, 2026, a crucial White House meeting between banks and crypto firms focused on stablecoin regulations, particularly stablecoin yield programs. Banks pushed for a total ban on rewards to stablecoin holders, citing risks to traditional deposit models, while crypto companies advocated for competitive fairness and limited exemptions. The CLARITY Act faces delays due to these disputes, with a March 1st deadline set for agreement before legislative momentum could stall further.

Binance appears to have started setting aside repayment funds for GOPAX's GoFi service victims as early as mid-December. A South Korean crypto news outlet found three wallets holding 10 cryptocurrencies mirroring the exact GoFi deposit amounts announced by GOPAX in January. These funds were transferred from Binance-labeled wallets on December 17.

A senior strategist at Russell Investments indicates the Federal Reserve is approaching the conclusion of its fight against inflation. Key factors include a balancing labor market, easing tariff-driven inflation in the latter half of the year, and sluggish U.S. real estate activity. Inflation is expected to remain manageable through this year and next despite steady economic growth.

South Korean crypto exchange Bithumb mistakenly credited users with $43 billion worth of Bitcoin during a promotional event. Although most funds were recovered and accounts frozen, some users withdrew or sold Bitcoin before the error was fixed, leading to legal complexities around civil recovery versus criminal liability. The incident exposed weaknesses in exchange oversight and is expected to accelerate regulatory tightening in South Korea.

マトリックスポートは、暗号通貨市場における小売参加が依然として低く、韓国などの市場で限定的な買い需要が観察されていると報告しています。この増分の買い圧力の欠如は、永久契約の資金調達率を抑制し、アービトラージの機会を減少させ、結果としてビットコインETFの流入を妨げます。ビットコインの長期的な統合フェーズは続くと予想されており、機関投資家の配分を刺激するために小売主導の価格変動が現れない限り、続くでしょう。

Malayan Banking reports that the US Dollar Index (DXY) has found support as short positions moderately unwind ahead of the January nonfarm payrolls release. Despite weaker-than-expected December retail sales data, the dollar remains supported, with market focus on the modest expected payroll increase and stable unemployment rate. The key driver weighing on the dollar is the forecasted historic annual downward revision of employment figures by 825,000, leading to expectations of dollar consolidation before Friday's data.

柴犬は、デジタルアート企業Goodiesとのコラボレーションで、Telegram上でトークン化されたステッカーを発表し、高い初期ユーザ需要を引き起こしました。技術的な新規性にもかかわらず、このプロジェクトはSHIBコミュニティから様々な反応を受けており、多くの人々がトークンの価格の長期的な下落とShibarium関連のトークンバurnに対する期待の未達に対して不満を表明しています。SHIBは過去1年間で62%下落し、現在の取引価格は$0.0000059で、深刻な投資家の不満を反映しています。

米国労働統計局は、70,000件の雇用増加が予想される遅延した1月の非農業部門雇用者数（NFP）データを発表します。市場参加者は、賃金成長や雇用の強さに関する混合信号の中で、連邦準備制度の金利決定に関する手がかりを得るために、この報告書を注意深く見守っています。USDは若干の強さを示していますが、賃金のインフレが緩やかで、雇用の増加が少ない場合、ドルに圧力がかかり、EUR/USDを押し上げる可能性があります。

イーサリアムは年初来で30%以上下落し、$2,000を下回って取引されており、ETF投資家やBitMineのような大規模な財務を含む主要な保有者が重要な未実現損失に直面しています。この下落にもかかわらず、オンチェーンデータと機関投資家の行動は、クジラや主要な保有者がETHを買い続け、ステーキングを行っていることを示しています。この保有パターンの耐久性は、広範な市場動向とイーサリアムが重要な価格レベルを回復する能力に依存しています。

CZ shared insights into his early career at Blockchain.info and OKCoin during the All-In podcast. He described joining OKCoin as CTO but leaving after about eight months due to cultural and value differences, notably in marketing practices. His experience at Blockchain.info involved remote work, paying salaries in Bitcoin, and guerrilla marketing that grew users to around 2 million.

South Korean financial regulators have established a task force involving key agencies and the Digital Asset eXchange Alliance to improve control measures within crypto exchanges. This initiative responds to a recent incident of mistaken virtual asset payments. The task force aims to develop and implement enhanced self-regulation frameworks across virtual asset trading platforms.

DeFi lending protocol Spark has introduced a new institutional OTC crypto lending service connecting off-chain borrowers with on-chain liquidity. The service includes Spark Prime for margin lending with collateral across various platforms and Spark Institutional Lending designed for fully custodial institutional clients. Spark aims to serve hedge funds, trading firms, and fintech companies complying with traditional custody and regulatory standards.

Coinbase CEO Brian Armstrong has fallen off Bloomberg's list of the world's 500 richest people due to a sharp decline in cryptocurrency prices that cut his net worth from $17.7 billion to $7.5 billion. Other notable crypto figures like the Winklevoss twins, Michael Novogratz, and Michael Saylor were also removed from the list. The decrease reflects the broader impact of falling crypto valuations on the wealth of industry leaders.

ロビンフッドの2025年第4四半期の収益は、収益予想を下回り、暗号取引収益が減速する一方で、予測市場が重要な成長ドライバーとしての地位を高めています。アナリストは、同社がAIの自動化の拡大、銀行商品、そしてサイクル的な暗号取引を相殺する効率の向上により、成功裏に多様化していると見ています。規制の不確実性は予測市場にとって障壁として残りますが、強力な流通と新たな収益源が短期的な株価下落にもかかわらず、ポジティブな長期的展望を支えています。

Bitcoin has recently dropped close to its 2021 all-time high price levels but faces continued downward pressure with notable weekly and monthly losses. Despite concerns, experts suggest it is unlikely Bitcoin will fall as low as the $15,000 level seen after the 2022 FTX collapse, attributing this cycle’s decline to macroeconomic and geopolitical strains rather than exchange failures. Some forecasts expect Bitcoin to dip below $40,000 this year but predict a new all-time high around 2026, following a possible five-year market cycle.

Bank Negara Malaysia has launched three pilot projects in 2024 focused on a ringgit-backed stablecoin and tokenized deposits through its Digital Asset Innovation Hub. These trials involve major local banks and cover B2B payments, domestic and international wholesale payments, and settlement of tokenized assets. The projects will inform Malaysia's standards for digital currency usage and may pave the way for a future wholesale CBDC.

Spot Bitcoin ETFs recorded $167 million in net inflows on February 10, marking the third consecutive day of inflows. Spot Ethereum ETFs also experienced positive inflows totaling $13.82 million, driven by Grayscale’s Ethereum Mini Trust ETF with $13.32 million. This trend indicates growing investor interest in crypto ETFs as accessible vehicles for exposure to digital assets.

LayerZero's native token ZRO surged about 22% amid a broader crypto market downturn, reaching a four-month high. The rally was driven by the announcement of LayerZero's new scalable blockchain called Zero and strategic investments from Citadel Securities and ARK Invest. These institutional backings, along with partnerships involving major firms like Google Cloud and the NYSE parent company, have boosted investor confidence in ZRO.

エリック・ヴォーリースは、初期のビットコイン支持者であり、ShapeShiftの創設者で、最近1382 PAXGトークンを購入しました。彼は、トークンを平均4926ドルで購入するために約681万ドルのUSDCを使用しました。ヴォーリースはこれらの取引を円滑にするために9つの新しいウォレットを作成し、トークン化された金投資への戦略的な移行を示しています。

日本の金融庁（FSA）は、2026年から暗号通貨交換所にサイバーセキュリティ自己評価を実施することを要求する草案を導入しました。この動きは、従来のコールドウォレット保護を超えた広範な攻撃手法に焦点を当て、交換のハッキングの世界的増加に対応しています。FSAは現在、提案に関する一般の意見を3月11日まで募集しています。