来源：中国经济网 周五（2月6日），韩国加密货币交易所Bithumb误向用户发放了价值超过440亿美元（约合人民币3053亿元）的比特 币，导致平台币价一度暴跌超17%。 超级乌龙指 此次乌龙事件是定于当地时间周五19点开启的"随机宝箱"活动，交易所原本打算向参与者支付每人2000至50000韩元的 中奖金额（相当于人民币9.5元至237元），但系统执行时将数字单位从韩元错误替换为比特币。 Bithumb表示，使用积分参与活动的共有695人，其中打开宝箱的249人原本能获得62万韩元，结果变成62万枚比特 币。而收到比特币的用户，在看到后第一件事就是砸盘、变现、赶紧提走跑路。 Bithumb事后发布的复盘公告显示，活动开始后20分钟发现"发的是比特币"，然后又花了15分钟启动阻止相关账户交 易/提币的程序，到19点40分才完成突发情况的处置，冻结了受影响账户的交易和提现权限。 根据交易所披露的最新情况，错发的62万个比特币中，已回收618212个。事发后，一共有等值1788个比特币的资产被 抛售，交易所已经追回了其中的93%。 交易员错把 " 韩元 " 录入成 " 比特币 " 周五晚间，韩国第二大加密货币交易 ...

Core Insights - The Bull & Bear Indicator has reached its highest level since 2006, signaling a "sell" recommendation from Bank of America strategist Michael Hartnett, with a current reading of 9.6, indicating extreme market conditions [1] - Hartnett suggests a shift in asset allocation for 2026, advocating for a strategy of "long Main St, short Wall St," which involves moving funds from crowded tech giants and cryptocurrencies to small-cap stocks and international markets [3] Market Dynamics - The recent market downturn aligns with Hartnett's warnings, marked by a sudden crash in software stocks and significant declines in silver and Bitcoin prices, exacerbated by political factors [4] - The cryptocurrency market has lost $2 trillion in value since October 2025, equivalent to 10% of U.S. consumer spending, which Hartnett warns will have a substantial economic impact [4] Technology Sector Analysis - Tech giants are facing a "capital expenditure trap," with projected AI-related capital expenditures for 2026 reaching $670 billion, which is 96% of their combined cash reserves, compared to 40% in 2023 [5] - This shift from a "light asset" to a "heavy asset" model threatens the market leadership of tech stocks in the 2020s [5] Economic Policy Implications - Hartnett believes that the Trump administration will intervene in various sectors to lower inflation, which, combined with AI's impact on the labor market, could lead to unexpected declines in inflation by 2026, benefiting small and mid-cap stocks [6] - Since the new government took office, small-cap stocks have outperformed billionaire concept stocks, with small caps rising 13% compared to a mere 6% increase for the latter [7] Capital Flow Trends - Recent EPFR data indicates a significant style shift in the market, with outflows from safe-haven assets like gold and cryptocurrencies, while undervalued markets are seeing substantial inflows [10] - Investment-grade bonds have experienced 41 consecutive weeks of net inflows, indicating a preference for safer assets amid market volatility [11] Future Outlook - Hartnett posits that the years 2025-2026 will mark the end of "American exceptionalism" and the beginning of "global rebalancing," with emerging markets and commodities becoming the new winners [15] - The current market decline is viewed as a "healthy and overdue bubble deflation," unless a systemic event occurs [13]

币圈惊现"超级乌龙指"！ 本周五，韩国加密货币交易所Bithumb误向用户发放了价值超过400亿美元的比特币。 据韩联社援引未具名人士报道，Bithumb原计划向一项活动的获奖者发放62万韩元（约424美元），但一名员工在录入时把"韩元"错输成了"比特币"。 该错误导致交易所在周五当地时间晚上7点向695名用户发放了62万枚比特币，获奖者实际收到的却是每人至少2000 枚比特币。而收到比特币的用户，在 看到后第一件事就是砸盘、变现、赶紧提走跑路。 交易所称，这一问题在20分钟内就被发现。 Bithumb在声明中表示："部分用户账户被错误发放了异常数量的比特币。由于其中一些账户开始卖出入账的比特币，比特币价格出现了短暂但剧烈的波 动。" 交易所数据显示，周五晚间Bithumb平台上的比特币价格一度从约9829 万韩元（约67188美元）短暂下挫17%，跌至8110万韩元（约55400美元）。交易量 随之飙升。 今年以来，加密货币持续走低。比特币价格较去年10月创下的创纪录高点12.6万美元下跌超过40%。预测平台Polymarket显示，比特币年内有82%的概率 会跌至6.5万美元下方，跌破5.5万美元的概率也 ...

Group 1 - The Bull & Bear Indicator has reached its highest level since 2006, currently at 9.6, signaling a "sell" recommendation from Bank of America's chief investment strategist Michael Hartnett [1] - Hartnett attributes this extreme reading to a combination of "position peak, liquidity peak, and inequality peak" [1] - The recent market downturn aligns with Hartnett's warnings, including significant drops in software stocks and cryptocurrencies, leading to a broader panic in the market [4] Group 2 - Hartnett suggests a strategic shift for 2026: "long Main St, short Wall St," indicating a move away from crowded tech giants and cryptocurrencies towards small-cap stocks and international markets [3] - The anticipated capital expenditures for tech giants in AI for 2026 are projected to reach $670 billion, which is 96% of their combined cash reserves, compared to only 40% in 2023 [5] - This shift from a "light asset" to a "heavy asset" model poses a significant threat to the market leadership of tech stocks in the 2020s [5] Group 3 - Hartnett believes that the Trump administration will intervene in various sectors to lower inflation, which, combined with AI's cooling effect on the labor market, will benefit small and mid-cap stocks in 2026 [7] - Since the new government took office, small-cap stocks have risen by 13%, while billionaire concept stocks like NVDA and META have only increased by 6% [7] - There is a significant style shift in the market, with key "bubble support levels" identified for tech ETFs, Bitcoin, and gold [10] Group 4 - Recent data shows a net outflow from safe-haven assets, with gold funds experiencing their first weekly net outflow since November 2025, and cryptocurrency funds seeing a $1.5 billion outflow [14] - Conversely, there has been a massive inflow into undervalued markets, with the Korean stock market recording a historic $5.2 billion weekly inflow [14] - Hartnett views the current period as a historical turning point, marking the end of "American exceptionalism" and the beginning of "global rebalancing," with a focus on international stocks and emerging market commodities [15]

近日，韩国第二大加密货币交易所 Bithumb 的一场促销活动，闹出了全球金融圈都震惊的大乌龙。 原本计划给 249 名中奖用户发总计 62 万韩元（约 2879 元人民币）的"随机宝箱"奖励，结果执行员工一个手 滑，把发放单位从"韩元"改成了"比特币"。 这次事件纯属内部操作失误，和黑客攻击无关，但也暴露了加密货币交易所的风控漏洞。韩国监管已经紧急介 入现场检查，准备全面严查行业内控问题。 网友看完直呼："这哪是手滑，简直是把印钞机按在了键盘上！" （参考：微博、每经、红星，本文经由 AI 优化） 这一下直接天翻地覆：62 万韩元瞬间变成 62 万枚比特币，按当时价格算价值超 440 亿美元，人均能领 1.6 亿美元，相当于白捡 11 亿人民币！ 消息一出，平台内比特币价格直线暴跌 17%，从 6.7 万美元砸到 5.5 万美元，引发全网恐慌抛售。 好在交易所反应够快， 20 分钟发现异常，35 分钟就锁死涉事账户 ，没让更多资产外流。最终 99.7%的错发 比特币都被追回，只剩 125 枚（约 862 万美元）没收回。 更良心的是，平台宣布对低价抛售的用户 全额补差价 + 10%额外赔偿 ，还向所有活动期 ...

人民财讯2月8日电，韩国第二大加密货币交易所Bithumb 6日发生一起"乌龙"事件，在一场线上奖励活 动中，错把奖金单位由"韩元"输成了"比特币"，当天活动共派发了62万枚比特币，引发该平台内的比特 币价格短时大幅下挫近18%。不过，活动开始后20分钟交易所发现了这一失误，并在35分钟内对涉事账 户采取了限制措施，暂停交易与提现，目前已追回超61.8万枚比特币，占比达99.7%。 转自：证券时报 ...

编辑: 杨诗劼 人能闯多大的祸？把"韩元"错输成"比特币"，韩国一加密货币交易所员工因重大操作失误，错发价值超 400亿美元比特币，引发恐慌情绪，比特币遭连环抛售。 据了解，该员工因输入错误，一共向695人错发比特币。用户收到后火速砸盘、变现、跑路，致平台币 价一度下挫17%。交易所紧急冻结账户，35分钟内截停交易，当晚追回99.7%误发币量。 据交易所估算，当晚因紧急抛售而受损的用户，损失约为68.3万美元，将由公司全额补偿差价并加10% 赔偿。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：看看新闻Knews） 00:36 责编: 刘佳 ...

Core Viewpoint - The recent announcements from Chinese regulatory bodies indicate a continued strict stance on virtual currencies and stablecoins, while allowing for the tokenization of real-world assets (RWA) under specific conditions, particularly in overseas markets [1][2][3]. Regulatory Developments - The People's Bank of China and other regulatory bodies issued a notification prohibiting the issuance of RMB stablecoins, confirming that attempts to create offshore RMB stablecoins are no longer viable [2]. - The tokenization of real-world assets is not permitted within China but can be conducted overseas, with detailed guidelines provided by the China Securities Regulatory Commission (CSRC) [2][3]. Compliance and Oversight - Any overseas issuance of RWA must adhere to strict compliance measures, ensuring that only high-quality domestic assets are tokenized, with oversight from the CSRC [3]. - The CSRC's involvement in RWA indicates a shift in regulatory focus, suggesting that this area will not be open to all participants but rather limited to significant players in the market [3]. Market Implications - The regulatory framework aims to ensure that the tokenization of assets contributes positively to China's economic development, potentially offering a more efficient fundraising mechanism compared to traditional asset securitization [3][4].

来源：Bithumb 据悉，涉事活动是定于当地时间周五晚19点开启的"随机宝箱"活动。Bithumb原计划向一项活动的获奖者发放62万韩元，但一名员工在录入时把"韩元"错 输成了"比特币"。该错误导致交易所在周五当地时间晚上7点向695名用户发放了62万枚比特币，获奖者实际收到的却是每人至少2000枚比特币。 Bithumb事后发布的复盘公告显示，活动开始后经过20分钟发现"发的是比特币"，然后又花了15分钟启动阻止相关账户交易/提币的程序，到19点40分完成 突发情况的处置。 红星资本局2月8日消息，韩国加密货币交易所Bithumb2月7日发布公告，称其在一次促销活动奖励发放过程中操作失误，误向用户发放了总计62万枚比特 币，按当时价格计算价值超440亿美元（现汇率约合 3056.36亿元人民币）。 该事件引发平台内比特币价格短时大幅下挫，其比特币挂牌价一度被砸到8111万韩元，相当于5.5万美元，显著低于市场价格。Bithumb已就此致歉，并称 绝大部分误发资产已被追回。 万幸的是，绝大多数错误发放的比特币在流入市场前就被扣下，同时涉事的比特币也没有外流，殃及更广泛的市场。交易所称已追回99.7%的误发币 ...

近日，韩国加密货币交易所Bithumb误向用户发放了价值超过400亿美元的比特币。 交易所称，这一问题在20分钟内就被发现。 Bithumb在声明中表示："部分用户账户被错误发放了异常数量的比特币。由于其中一些账户开始卖出入账的比特币，比特币价格出现了短暂但剧烈的波 动。" 据媒体报道，Bithumb原计划向一项活动的获奖者发放62万韩元（约424美元），但一名员工在录入时把"韩元"错输成了"比特币"。该错误导致交易所在周 五当地时间晚上7点向695名用户发放了62万枚比特币，获奖者实际收到的却是每人至少2000枚比特币。而收到比特币的用户，在看到后第一件事就是砸 盘、变现、赶紧提走跑路。 图片来源：Bithumb 交易所数据显示，周五（6日）晚间Bithumb平台上的比特币价格一度从约9829万韩元（约67188美元）短暂下挫17%，跌至8110万韩元（约55400美元）。 交易量随之飙升。 Bithumb表示，其在晚上7:35开始暂停这些被入账账户的交易与提现，并在7:40彻底封锁相关操作。交易所称已追回99.7%的误发币量。 在发生错误发放后的35分钟内，该交易所已对受影响的695名客户采取了限制交易和 ...