Core Viewpoint - The U.S. House Financial Services Committee is scrutinizing the SEC's enforcement actions regarding Justin Sun and his connections to Donald Trump, raising concerns about potential political influence on regulatory decisions [1][2]. Group 1: SEC's Enforcement Actions - The SEC has largely abandoned previous crypto enforcement cases since the leadership change under Trump, including the investigation into Justin Sun for allegedly inflating the price of TRX [2][5]. - Justin Sun was accused by the SEC in 2023 of artificially inflating TRX's trading volume through a "wash trading" scheme, involving over 600,000 wash trades [3]. - The SEC paused the case against Sun in court a year ago while considering a potential resolution, which has not yet been announced [3]. Group 2: Political Connections and Implications - Representative Maxine Waters highlighted Sun's connections to Trump's business interests, suggesting that these ties may have influenced the SEC's enforcement decisions [4]. - The SEC's new leadership has criticized the previous "regulation-by-enforcement" approach, leading to the dropping of high-profile cases against major crypto companies [5]. - SEC Chairman Paul Atkins stated that the agency's focus will be on real fraud, but did not clarify if this extends to fraud in the crypto market [5][6].

美国最大加密货币交易所联合创始人兼首席执行官Brian Armstrong已跌出彭博亿万富豪指数全球前500 富豪榜单。 本周早些时候，随着摩根大通分析师下调Coinbase目标价，市场对这家加密货币交易所的情绪进一步恶 化。 其个人财富主要来自于他在Coinbase约14%的持股，财富缩水也反映出整个加密货币行业的剧烈波动。 加密资产价格直接影响Coinbase的市场表现，因为该公司营收模式高度依赖交易手续费，而在市场低迷 时期，交易手续费通常会大幅减少。 Coinbase股价周二大幅收低，延续了长达六个月的跌势，该股较2025年7月的高点已跌去近60%。 该行在给投资者的报告中指出，加密货币价格走弱以及稳定币业务缺乏增长是下调目标价的主要原因， 目标价被下调了27%。 监管摩擦之下，大选后的市场势头消退 2024年美国大选后加密货币市场的狂热情绪已明显降温。 尽管比特币在2025年10月创下126，000美元（116，000欧元）的历史新高，但投资者原本期待监管层面 能迎来更多明确规则，然而相关进展却陷入停滞。 特朗普总统于2025年7月签署了《美国稳定币引导与确立国家创新法案》（GENIUS法案），为稳 ...

吴说获悉，据 Techub News，香港胜利证券于2026年2月9日下午起正式关闭所有中国大陆身份用户的虚 拟货币交易功能，仅保留提币权限，不再支持充币及新交易。平台对内地用户逐步收紧服务的延续措 施，包括此前禁止买入、暂停新地址认证等，旨在符合香港证监会监管要求及内地相关政策。目前，非 大陆税务居民用户仍可正常使用加密货币交易服务，受影响用户可继续提取资产。 （来源：吴说） ...

Group 1 - The head of South Korea's financial market regulatory agency stated that the local cryptocurrency exchange Bithumb mistakenly sent users Bitcoin worth over $40 billion, highlighting the urgent need for improved regulatory rules to address various security vulnerabilities in the cryptocurrency sector [1][2]

Group 1 - The core of the article revolves around a heated congressional hearing where U.S. Treasury Secretary Scott Bencet faced intense criticism and verbal attacks from Democratic lawmakers regarding financial policies and the Trump family's business dealings [1] - The hearing, typically a platform for serious economic policy discussions, devolved into a political drama with Bencet engaging in insults and confrontations with Democratic representatives [1] - Key moments included Bencet calling Congresswoman Sylvia Garcia "confused" during a discussion on the impact of undocumented immigrants on housing affordability, which led to a sharp rebuttal from Garcia [1] Group 2 - Tensions escalated when Bencet mocked Massachusetts Congressman Stephen Lynch's inquiry about halting investigations into cryptocurrency companies, prompting Lynch to demand a more serious tone for the hearing [1] - California Congresswoman Maxine Waters called for intervention from committee leadership to silence Bencet during discussions about tariffs and inflation [1] - The hearing also featured a contentious exchange between Bencet and Congressman Gregory Meeks regarding investments by the Abu Dhabi royal family in a cryptocurrency company linked to the Trump family, with Meeks accusing Bencet of protecting the former president [1]

智通财经获悉，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理念，但这些示好表明，他们正在加倍努力推动市场结构法案的 通过。该法案去年在众议院获得通过后，由于参议院内部存在诸多分歧，其进展缓慢。 最大的争议点之一在于，像Coinbase Global(COIN.US)这样的加密货币交易平台是否应该向持有稳定币 (一种旨在保持美元价值的虚拟资产)的用户支付奖励。银行认为这种安排可能会对支票账户和储蓄账户 构成潜在威胁，因为这些账户是客户存放闲置资金的地方。 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。 ...

Core Viewpoint - The U.S. Treasury is investigating whether cryptocurrency exchanges and related infrastructure are being used to help Iran evade sanctions, shifting focus from individual wallets to service-layer systems like exchanges, stablecoin channels, and liquidity hubs [1] Group 1: Regulatory Actions - The U.S. has imposed sanctions on cryptocurrency exchanges operating within Iran's financial system for the first time [1] - The Office of Foreign Assets Control (OFAC) of the U.S. Treasury has listed relevant platforms in the sanctions list [1] Group 2: Market Impact - Iran's annual cryptocurrency trading volume is estimated to be between $8 billion and $10 billion [1] - Regulatory authorities believe that the key to combating sanction evasion lies in cutting off liquidity and funding channels rather than targeting individual addresses [1]

Group 1 - The U.S. government has entered a technical partial "shutdown" due to the inability to complete the legislative process before the budget authorization deadline on January 31, despite the Senate passing a $1.2 trillion funding bill [1] - The Indian government plans to borrow a record ₹17.2 trillion for the fiscal year 2026-27, with a projected reduction in the fiscal deficit from 4.4% to 4.3% and a decrease in debt-to-GDP ratio from 56.1% to 55.6% [2] - South Korea's semiconductor exports surged by 102.7% year-on-year in January, reaching $20.5 billion, contributing to an overall export growth of 33.9% to $65.85 billion, setting a record for January [4] Group 2 - The U.S. Securities and Exchange Commission (SEC) has initiated an emergency operational plan due to the partial government shutdown, retaining only essential personnel to maintain basic functions until funding is restored [2] - The U.S. Senate Agriculture Committee is advancing a cryptocurrency federal regulatory framework bill, highlighting partisan divisions that may hinder its passage in the full Senate [1][2] - Japan's core CPI rose by 2% year-on-year in January, lower than the expected 2.2%, indicating a slowdown in inflation and reducing expectations for recent interest rate hikes by the Bank of Japan [3]

特朗普在社交平台Truth Social上宣布了这一消息，并在帖文中对凯文·沃什表达了极高的认可与期待。他表示， 自己与沃什相识已久，毫不怀疑其将成为最伟 大的美联储主席之一，甚至可能是最优秀的一位； 同时提到，沃什的形象气质完全契合美联储主席这一职位的公众期待，坚信其不会让大众失望。 当地时间周五， 特朗普总统宣布将提名凯文·沃什担任下届美联储主席，接替5月任期届满的现任主席鲍威尔。 这位曾在2017年被特朗普弃选的前美联储理 事，在改变长期坚持的鹰派立场、公开支持降息后，终于在55岁时获得了这一全球金融界最具影响力的职位。 沃什曾在2006年至2011年担任美联储理事，并在2017年被特朗普考虑提名主席时落选。此次获得提名的关键在于，这位一度以通胀鹰派著称的经济学家在 2025年公开转向支持降息，与特朗普的政策立场保持一致。 沃什的任命将使美联储的传统独立性面临考验，许多经济学家和投资者担忧，白宫对货币政策的影响正在加剧。 不过，这并不能保证美联储政策立即转向，利率决策由12名联邦公开市场委员会成员投票决定。消息公布后， 交易员继续预期美联储今年将降息两次。 美债 维持跌势，10年期收益率上行2个基点至4 ...

Group 1: Binance and Tether Developments - Binance announced plans to convert its SAFU fund's $1 billion stablecoin reserve into Bitcoin reserves, aiming to complete the conversion within 30 days and maintain a minimum fund value of $800 million through additional Bitcoin purchases if necessary [1] - Tether has become the largest holder of gold reserves outside of sovereign nations and banks, with over 140 tons valued at approximately $24 billion, surpassing the official reserves of countries like Australia and Saudi Arabia [1] Group 2: Regulatory Updates - SEC Chairman Paul Atkins expressed support for allowing investors to allocate cryptocurrencies in 401(k) retirement accounts, emphasizing the need for clear regulatory frameworks to ensure market transparency and investor protection [2] - The SEC clarified that tokenized securities may require registration, categorizing them into issuer-led and third-party led, with the latter potentially subject to stricter regulations due to additional counterparty risks [3] - The UK government directed banks to provide services to cryptocurrency businesses, aiming to reduce the debanking phenomenon while ensuring compliance with anti-money laundering and anti-terrorism financing obligations [4] Group 3: Market Trends and Insights - PayPal's survey indicated that large enterprises are driving the adoption of cryptocurrency payments, with about 40% of merchants accepting crypto payments and a significant portion reporting increased sales [8] - Coinbase's report highlighted that Bitcoin is entering a more stable and resilient phase, with reduced sensitivity to market shocks and a shift in institutional investor preferences towards options hedging rather than high-leverage futures positions [8] Group 4: Company Activities and Financing - South Korea's third-largest cryptocurrency exchange, Coinone, is up for sale, with its major shareholder considering various options for divesting shares [5] - Tether launched USA₮, a dollar-pegged stablecoin compliant with the GENIUS Act, aimed at institutional payments and financial infrastructure [7] - Robinhood invested in the cryptocurrency trading platform Talos, which is valued at $1.5 billion, indicating ongoing interest in crypto infrastructure [10]