⚡️ INSIGHT: January stablecoin transaction volume reached $10T, including $8.4T from USDC, per Circle CEO Jeremy Allaire. https://t.co/PAJCbWio3O ...

January 2026 marked a watershed moment for stablecoins, with total on-chain transaction volume surpassing $10 trillion in a single month. USDC dominated that surge, processing more than $8.4 trillion in payments, far outpacing rivals and exceeding the combined monthly payment volumes of Visa and Mastercard. Yet despite this explosive growth, Circle, the issuer of USDC, continues to face a sharp disconnect between on-chain reality and market valuation. USDC Hits $8.4 Trillion in January Transactions as Ci ...

RT Danny Kunwoong Park (@ParkKunwoong)ICYMI: Ark Invest (@ARKInvest) is staying committed to crypto.On Monday, @CathieDWood's firm bought Circle, Bitmine, Bullish, Coinbase, Block shares. Notably, @circle is down 65% the past 6 months.The ultimate "buy the dip" before the next bull run, or more pain ahead? https://t.co/l3JTWFTiI2 ...

🔥 LATEST: Cathie Wood's Ark Invest continues accumulating crypto stocks as the market dips.The firm made purchases across Robinhood, Circle, Bitmine, Coinbase, Bullish, Block Inc. and its own Bitcoin ETF on Feb 3. https://t.co/NBYkHjNOVe ...

Ark Invest buys the dip in Circle, Bitmine, Bullish shares https://t.co/C07utVYP6Q ...

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The focus in private markets has shifted from interest rates and inflation to tariffs and trade policies, which have reached levels not seen in a century, increasing operational and investment risks for funds [4][33] - Fundraising sentiment is stable but demanding, with capital flowing towards large platforms or niche managers, while those in the middle face tougher conditions [5] - AI adoption in private markets has accelerated, with nearly all firms exploring AI tools, although governance and clear policies are still lacking [6][116] Macro - The federal funds rate is expected to decrease, with market pricing indicating two cuts by year-end and another two next year, although inflation concerns may affect borrowing costs [19][21] - The effective US tariff rate has risen significantly, impacting private markets and leading funds to manage FX risk through increased hedging [33][36] Private Market Trends - Fundraising has returned to pre-pandemic levels, but there is a split in capital flow, with large and niche funds performing better than mid-sized funds [5][52] - Investors expect moderate growth in AUM, with nearly 70% anticipating an increase of 10% or more over the next 12 months [62] - The fundraising environment is characterized by a bifurcation, where large funds are aggregating capital while niche funds succeed through sectoral expertise [63] Spotlight: AI and Firm Operations - The era of AI hesitation has ended, with most firms now exploring AI tools, although implementation remains a challenge [116] - Firms are focusing on building data infrastructure to maximize the benefits of AI, as many lack the necessary data foundation [117][118] - AI tools are primarily being used in areas where junior staff work, but hiring for junior positions remains strong as firms view AI as a complement rather than a replacement [129][130]

（原标题：美股三大指数集体收涨，英特尔涨近5%，中概指数跌0.65%） 市场恐慌情绪缓和，叠加特朗普宣布与印度达成贸易协议，美股反弹；美股三大指数集体收涨，道指涨1.05%，标普500指数涨0.54%，纳指涨 0.56%，热门科技股多数上涨，英特尔涨近5%，苹果、AMD涨超4%，谷歌、亚马逊涨超1%，英伟达跌超2%，微软、Meta跌超1%。 美国基建股、存储概念股涨幅居前，闪迪涨超15%，西部数据涨近8%，卡特彼勒涨超5%。加密货币、贵金属、能源股普跌，Robinhood跌超9%， Circle跌近8%，美洲白银公司跌超5%，Coinbase跌超3%，埃克森美孚跌超2%。 纳斯达克中国金龙指数收跌0.65%，热门中概股里，小鹏收跌8.2%，比亚迪跌6.7%，小马智行跌4.2%，文远知行跌4.1%，阿里跌0.6%，拼多多涨 2.3%，百胜中国涨2.4%，新东方涨2.8%。 | 游戏ETF | | --- | | (产品代码:159869) | | ★ 跟踪:中证动漫游戏指数 | | 近五日涨跌： -1.97% | | 市盈率： 41.24倍 | | 资金流向: 最新份额为90.7亿份,增加 了600.0万份,净 ...

🇺🇸 JUST IN: Several New York prosecutors warned that the GENIUS Act could provide legal cover for stablecoin-related fraud, reportedly criticizing Tether and Circle’s cooperation with law enforcement. ...

🏒📊 Circle's CCTP transfer volume is up ~200% YoY.@circle's revenue has historically been driven by USDC AUM, CCTP marks a strategic shift toward transaction-based monetization. https://t.co/QAAWFf9qtn ...

Welcome Hecto to Circle Payments Network (CPN)!Hecto has joined CPN to offer compliant, stablecoin-powered fiat payouts for global enterprises, enabling efficient money movement from Korea into overseas markets.This expands their ability to power:→ International enterprise payouts→ Cross-border B2B payments→ Platform and merchant disbursements→ Treasury and liquidity operationsWith CPN, Hecto connects businesses to always-on, compliance-first settlement through a single global network. ...