周一，特朗普政府在白宫主持召开了一次会议，召集了加密货币和银行业贸易团体，但谈判最终未能就 如何解决关键争议点达成任何协议。 据知情人士透露，近日加密货币公司提出了一些可能的妥协方案。部分知情人士称，这些方案包括要求 稳定币发行方将其部分准备金(即支持其虚拟资产的资金)存放在社区银行。另一位知情人士表示，还有 一项提议是简化社区银行发行自有稳定币的流程。他们强调，双方尚未就解决方案达成一致。目前尚不 清楚这些提议是否足以解决银行对客户提取存款的担忧。 参议院银行委员会主席Tim Scott周三告诉媒体，他仍然希望这两个阵营能够达成平衡。他说："我们既 可以保护消费者和社区银行，又能通过创新和竞争降低价格、扩大市场覆盖面。双方都在努力寻求妥协 方案，以确保创新留在美国。" 智通财经APP获悉，数周以来，加密货币公司一直在努力争取持怀疑态度的银行的支持，以挽救一项可 能重塑市场关键部分的全面数字资产法案。现在，这些加密货币公司正在就争议的核心领域——稳定币 ——做出新的让步。据知情人士透露，新的提案包括赋予社区银行在稳定币系统中更大的作用——例如 通过合作持有准备金或发行代币。 尽管并非所有加密货币公司都认同这些 ...

Market Overview - The market is mixed, with the Dow up 336 points (0.7%) while the NASDAQ is down over 1% [1] - The S&P 500 is down 0.21%, but the equal-weighted S&P 500 is performing better, indicating strength in smaller stocks [1] - The Dow transports have surged 2.5% over the last three days, up nearly 8% since the ISM manufacturing report [1] Sector Performance - Materials sector is leading with a 2.4% increase, followed by real estate and energy sectors, which is up over 15% year-to-date [1] - The healthcare, staples, and financials sectors are also showing gains of more than 1% [1] - The tech sector is under pressure, with significant declines in major stocks like Tesla (down 3%), Broadcom (down 4%), and AMD (down 16%) [1] Earnings Growth Forecast - Morgan Stanley forecasts a 17% earnings growth for the S&P 500 this year, driven by positive operating leverage and improved pricing power [2] - The median stock in the Russell 3000 is experiencing a 13% year-over-year earnings growth, the best in four years [2] Valuation Insights - Current valuation is extended historically, with the median stock in the S&P trading at a three-turn discount to the cap-weighted index [2] - Historical data suggests that when earnings growth exceeds 8% and the Fed funds rate declines, market multiples tend to expand 90% of the time [2] Investment Opportunities - Small caps and consumer discretionary sectors are highlighted as areas of opportunity, with the S&P 600 small cap index showing 10% earnings growth, the best since 2022 [2] - Consumer discretionary is favored due to improving unit demand and pricing, alongside a fiscal tailwind of $65 billion expected in 2026 [2] Tech Sector Analysis - Despite recent pressures, the fundamental setup for large-cap tech remains intact, with revenue revisions at 20-year highs [2] - The market is rewarding high capital expenditure to sales behavior, benefiting AI enablers and hyperscalers [2] Crypto Market Dynamics - The crypto market has seen significant volatility, with Bitcoin down approximately 40% from its October highs, raising concerns about leverage and liquidity [5] - Tokenization is expected to gain traction in 2026, with tokenized treasuries and stocks showing substantial growth [6] Ford's EV Strategy - Ford's US vehicle sales dropped about 5% in January, with EV sales collapsing by approximately 70% [5] - The company is working on a universal EV platform expected to be profitable by 2027-2028, while also exploring partnerships with Chinese OEMs [5] Uber's Business Model - Uber reported strong fourth-quarter results, with bookings up 22% and revenue up 20%, but guidance weighed on stock performance [5] - The long-term risk for Uber lies in the evolution of autonomous vehicles and potential market share loss to vendors like Waymo and Tesla [5]

Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones Industrial Average rising by 0.53%, while the Nasdaq fell by 1.51% and the S&P 500 declined by 0.51% [1] Technology Sector - Major technology stocks experienced widespread declines, with AMD dropping over 17%, marking its worst single-day performance since 2017. Other notable declines included Nvidia, Tesla, and Broadcom, each down over 3%, while Google and Amazon fell more than 2%. Apple, however, saw an increase of over 2% [1] Semiconductor and Crypto Industry - Semiconductor equipment and materials, as well as storage concept stocks, faced significant losses. SanDisk fell nearly 16%, Micron Technology dropped over 9%, and Western Digital declined over 7%. Additionally, Applied Materials and Coinbase were down over 6%, while ASML fell over 3% [1] Healthcare and Real Estate - Weight loss drug stocks and residential real estate showed strong gains, with Eli Lilly rising over 10%, Amgen increasing by over 8%, and Pfizer up nearly 4% [1]

每经AI快讯，美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌0.51%，热门 科技股普遍下跌，AMD跌超17%，英伟达、特斯拉、博通、Meta跌超3%，谷歌、亚马逊跌超2%，苹果 涨超2%。半导体设备与材料、存储概念股、加密矿企跌幅居前，闪迪跌近16%，美光科技跌超9%，西 部数据跌超7%，应用材料、Coinbase跌超6%，阿斯麦跌超3%。减肥药概念股、住宅地产涨幅居前，礼 来涨超10%，安进涨超8%，辉瑞涨近4%。 ...

Group 1 - Nevada has filed a lawsuit against Coinbase, alleging that some of its events contracts violate state law, leading to a decline in Coinbase's stock price [1] - Following the lawsuit, DraftKings and FanDuel-parent Flutter Entertainment saw their stock prices increase [1] - Cathie Wood's ARK Invest purchased Coinbase shares after the stock dip and sold approximately $21 million worth of DraftKings shares [1] Group 2 - Bitcoin has fallen to a 16-month low, with Stifel warning of a potential drop to $38,000 [1] - The cryptocurrency market is experiencing a downturn, referred to as a "crypto winter," which is impacting Coinbase's stock performance [1] - Analysts have noted that DraftKings is benefiting from positive comments and new data-center plays, leading to a target price hike [1]

Coinbase 宣布将 Rainbow（RNBW）和 RaveDAO（RAVE）加入资产路线图，上述资产的交易上线仍取 决于做市支持及技术基础设施是否到位，满足相关条件后将另行公布具体上线时间。 来源：市场资讯 （来源：吴说） ...

吴说获悉，Coinbase Markets 宣布将于 2026 年 2 月 5 日上线 Doodles（DOOD）现货交易，DOOD-USD 交易对将在满足流动性条件后于当日太平洋时间上午 9 点或之后开放。 （来源：吴说） ...

Investment Involvement - Coinbase co-founder Fred Ehrsam was involved in discussions regarding a $3 million investment from Jeffrey Epstein in 2014, despite Epstein's prior conviction [1][2] - Ehrsam expressed interest in a meeting related to the investment during the funding round [1][3] Communication and Investment Details - Emails reveal direct communication between Epstein's team and Ehrsam, discussing a potential meeting in New York [2] - On December 2, 2014, Brock Pierce contacted Epstein about investing in Coinbase's Series C fundraising round, indicating a first close of $12 million with 20% of the round available [4][5] - Epstein sought advice from Reid Hoffman regarding the investment, who advised against participation, stating he lacked deep insight into Coinbase [5] Financial Transactions - Blockchain Capital co-founder W. Bradford Stephens indicated intentions to invest approximately $3.25 million in Coinbase through three affiliated entities [6] - A valuation report dated December 31, 2014, confirmed a transaction described as "Purchase of Coinbase via IGO LLC" for $3,001,000 [6] Reputational Concerns - Legal and reputational risks have emerged as businesses and individuals associated with Epstein seek to distance themselves, highlighted by JPMorgan Chase and Deutsche Bank settling lawsuits for a combined $365 million related to Epstein's activities [7]

责任编辑：陈钰嘉 美国内华达州博彩监管局对加密货币交易平台Coinbase提起民事诉讼，指控该平台通过旗下预测市场产 品，在未取得相关牌照的情况下提供体育博彩服务，违反了该州相关法律。 诉状显示，内华达州博彩管制委员会本周正式提起诉讼，要求叫停Coinbase推出的与体育赛事结果挂钩 的事件型合约，并称这类合约属于博彩行为，平台开展相关业务必须持有该州的博彩经营牌照。 Coinbase的预测市场平台支持用户交易与体育、政治等各类现实事件挂钩的合约产品。内华达州监管机 构认为，无论相关合约的结构设计或名称标注如何，只要其标的为体育赛事结果，就属于该州博彩法规 的监管范畴。 此次诉讼距Coinbase与Kalshi合作在全美推出预测市场产品仅过去数周——双方合作后，该类产品已在 美国全部50个州上线。 彼时Coinbase曾辩称，这类合约属于联邦层面监管的事件市场产品，并非传统博彩；该平台此前还因类 似的监管执法行动，对密歇根州、伊利诺伊州和康涅狄格州的监管机构提起诉讼，称各州的博彩监管规 则与联邦商品交易法存在冲突。 而内华达州此次的诉讼直接驳斥了这一观点，坚称与体育赛事挂钩的合约仍受州级监管机构管辖。诉状 显 ...

With shares down 46% after a rough past three months, Coinbase Global (COIN) is once again testing the resolve of investors. While COIN stock reached an all-time high of more than $444 within the last year, shares are now trading as low as the $179 mark. This decline has been due to a sharp drop in crypto prices as well as the overall risk-off environment for high-beta assets. As a result, COIN stock is in an extremely oversold position, as the Relative Strength Index has fallen to nearly 21. While it is ...