Core Viewpoint - Coinbase has accused Australia's four major banks of systematically refusing to provide banking services to legitimate cryptocurrency and fintech companies, claiming that "debanking" has evolved from an isolated issue to a norm within the industry, effectively constituting a "de facto illegal regulatory ban" [1] Group 1: Industry Impact - The term "debanking" refers to the practice where banks unilaterally shut down accounts or restrict transfers related to cryptocurrency transactions, leading to significant operational challenges for affected companies [1] - As of 2021, approximately 60% of fintech companies reported being denied services by banks, indicating a widespread issue that remains unresolved [1]

29日，现货黄金最高触及5598.75美元的历史高点，深夜盘中一度大跌5.9%，最低时报5097.36美元/盎 司，现货白银一度大跌8.4%，最低报106.76美元/盎司。随后黄金、白银强势反弹，收复近半跌幅。30 日盘中再度跳水，截至发稿，现货黄金跌至5343.808美元/盎司，日内跌0.62%。 现货白银跌至115.366美元/盎司，日内跌0.43%。 市场方面，港股赤峰黄金(06693.HK)跌8.24%、紫金黄金国际(02259.HK)跌5.96%、山东黄金(01787.HK) 跌4.36%、珠峰黄金(01815.HK)跌3.55%。 每经编辑｜陈柯名 分析认为，金银的短线跳水源于投资者在价格频刷新高后获利了结。 High Ridge Futures金属交易主管David Meger表示："在贵金属价格近期刷新历史新高后，我们看到了一 波剧烈的抛售。" A股白银有色、招金黄金、豫光金铅等热门股一字跌停。 昨日黄金跳水，网友不淡定了，纷纷发帖： "刚买了4克黄金，跌没了" "今天刚上车就1克，亏了一百多？" 金价反弹后 网友感叹： "大晚上的谁受得了这种刺激！" "终于能好好睡觉了……" 但要指出的是， ...

美国总统特朗普及其盟友过去一年筹得创纪录的4.29亿美元政治捐款，科技亿万富豪与寻求政策调整的 企业纷纷解囊，为其中期选举前积累资金。 英国《金融时报》分析发现，由特朗普盟友掌控的单一政治行动委员会（PAC）"让美国再次伟 大"（Maga Inc）目前持有3.04亿美元资金——这一数额超过了历届中期选举年任何政治行动委员会的 储备资金，较民主党相关阵营的手头资金多出数千万美元。 对于一位受任期限制、无法再为自身竞选募资的总统而言，这样的筹款规模极为罕见。这一结果证明， 即便民调显示部分摇摆选民因特朗普的移民收紧政策和海外干预行动对其心生不满，他仍在共和党内部 占据绝对主导地位。 这一数据也凸显出，大额捐赠者迫切希望为这届政府提供资金支持——本届政府大力扶持加密货币和人 工智能行业，废除或放宽多项监管规定，还终止了对政治盟友的司法调查。 特朗普尚未表明将如何动用这笔资金火力，但其盟友已通过独立基金针对共和党众议员托马斯・马西 （Thomas Massie）展开行动。马西曾因预算法案和爱泼斯坦文件公开事宜与特朗普产生冲突。 "让美国再次伟大"这类超级政治行动委员会可筹集无上限资金，但不得与竞选活动进行直接协调。 ...

奔跑财经2月3日 ...

这个周末，当大多数人正准备放松休息时，全球市场却接连传来重磅消息。 最抓人眼球的是比特币的价格，它像坐了失控的过山车，一头跌破8万美元的心 理关口，创下近一年来的新低。 无数投资者的手机被爆仓警报刷屏。 然而，这只是动荡乐章的一个音符。 在地球的另一端，美国总统特朗普正在对伊朗释 放一种"谈谈打打"的复杂信号，而全球最主要的石油生产国集团"欧佩克 "则紧急开会，决定继续踩下增产的刹车。 这三件看似独立的事件，正像三股强劲 的涡流，搅动着从国际政治到普通人口袋里财富的每一个角落。 2026年2月1日，美国总统特朗普在佛罗里达州的海湖庄园发表讲话。 他对着镜头说："我们希望与伊朗能够达成协议。 "这句话立刻被全球各大媒体捕捉， 视为紧张局势可能缓和的信号。 因为自2025年下半年以来，美国与伊朗在波斯湾地区的对峙不断升级，任何关于"谈判"的字眼都显得极其敏感。 但是，特朗普的"橄榄枝"后面紧跟着的是"大棒"。 在同一个讲话中，他强硬地回应了伊朗最高领袖哈梅内伊的警告，声称："我们派出了世界上最大、最强 大的舰艇。 如果他们想试试，那我们就会看看他说的是否正确。 "他所指的，是近期被紧急调派至波斯湾海域的"福特"号 ...

大家好，我是风音，一家四百多人技术开发软件公司的商业模式设计师。 2026年2月1日凌晨，币圈彻底炸了锅，一场史诗级暴跌突然来袭！ 龙头币种比特币带头跳水，价格一度跌破76000美元/枚，创下近10个月来的新低——要知道，1月初它还站在9.7万美元的高位，短短一个月，价格跌去近 2万美元，开年至今累计跌幅已经达到10%。 截至目前，比特币勉强回弹到78500美元左右，但颓势根本挡不住，市场恐慌情绪已经拉满。 这不是比特币孤军奋战的暴跌，而是整个加密货币市场的"集体翻车"。 以太坊单日最大跌幅超11%，最低跌到2202美元；Solana、狗狗币等热门币种跌幅全超10%，一些小市值币种更是跌得离谱，跌幅直接突破14%，相当于 投10万，一天就亏1.4万。 更惨的是无数加杠杆的投资者，一夜之间从"奔富"变"返贫"。 据数据统计，24小时内全球加密货币总市值蒸发超1100亿美元，折合人民币约7700亿元——相当于10个顶级上市公司的市值一夜归零； 全网合约爆仓金额高达25.61亿美元，超42.35万名投资者惨遭爆仓，其中九成以上都是看涨的投资者，最大一笔爆仓单更是高达2.22亿美元，有人加50 倍、100倍杠杆追高， ...

Core Insights - The market has shifted from a "worst-case scenario" to a phase of "waiting for validation" as U.S. stock markets experience a broad rally, with the Dow Jones index rising over 1% [2] - Economic data, particularly the ISM manufacturing index for January at 52.6, significantly exceeded market expectations of 48.5, indicating a shift from contraction to expansion and marking the highest level since 2022 [2] - This positive economic data alleviates three major market fears: concerns over a "hard landing," the stabilization of profit bottoms, and the Federal Reserve's ability to control inflation without rushing to intervene in the market [3] Market Reactions - The rise in U.S. stock markets has restored "missing confidence," which is crucial for mitigating the current global market downturn [2] - Gold and silver markets began to rebound after passive selling subsided, indicating a temporary recovery rather than a return of bullish sentiment [3] - The current market calm does not imply that issues have been resolved; rather, it suggests that problems are being postponed for later resolution [3] Future Outlook - The market is currently in a "repair phase," transitioning from panic to recovery, but caution is advised as misjudging the market's direction could be dangerous [3] - There is a call for deeper insights into global markets, suggesting that assumptions about January's direction continuing into February may be misleading [3]

Group 1 - The current market situation is characterized as a "repricing of risk assets" rather than a simple price correction, indicating a collective reassessment of long-ignored assumptions [3][5] - The macroeconomic environment has shifted, with signals from the Federal Reserve suggesting a potential slowdown in interest rate cuts, leading to a reevaluation of assets that thrived on low rates and high liquidity [4][5] - The tightening of liquidity and the strengthening of the dollar have forced long positions in various assets, including gold, to be liquidated, resulting in simultaneous declines in these safe-haven assets [6][7] Group 2 - Bitcoin and gold are both influenced by macroeconomic trends but differ significantly in their belief systems, funding structures, and correction mechanisms [20] - The recent decline in gold prices is attributed to its status as a central bank asset, which provides a buffer against severe drops, unlike Bitcoin, which is more volatile [21] - Gold is recognized as a universal hard currency with intrinsic value, and its price is expected to rise in the long term due to limited supply and increasing global demand, despite short-term fluctuations [23]

转自：贵州日报 韩国股市2日遭遇重挫，主要股指韩国综合股价指数大幅下跌超5%，触发熔断机制，暂停交易5分钟。 图为2月2日，在韩国首尔，银行工作人员在显示股指信息的屏幕前忙碌。 新华/传真 受美联储货币政策预期转"鹰"、技术性调整压力、贵金属市场震荡外溢效应和市场担忧科技股估值过高 等因素影响，全球市场2日遭遇"黑色星期一"。贵金属市场经历"过山车"行情，原油市场大幅下跌，部 分股市显著下挫甚至触发"临时停牌"。 国际市场贵金属价格2日开盘后大幅跳水。纽约商品交易所黄金期货价格盘中一度跌至每盎司4423.2美 元，较前一交易日收盘价下跌超6%；白银期货价格盘中一度跌至每盎司71.2美元，下跌超9%。现货市 场同样惨淡，伦敦现货黄金价格盘中一度跌至每盎司4402.06美元，跌幅超10%；白银价格盘中一度跌 至每盎司71.312美元，跌幅超16%。此后，金价银价有所反弹。 国际黄金和白银价格近期刷新历史高点后出现剧烈波动。与1月29日创下的历史最高点相比，2日白银价 格盘中低点的累计跌幅已达40%，金价累计跌幅约20%。 彭博社报道，2日的市场表现表明，在贵金属持续上涨和股市屡创新高之后，市场波动性正在加剧。与 ...

Publicly traded Ethereum treasury firm BitMine Immersion Technologies (BMNR) acquired another 41,788 ETH, valued around $96 million, over the last week as its unrealized losses continue to mount as the price of the crypto asset craters. The firm now holds 4,285,125 ETH—more than 3.5% of the circulating supply of Ethereum—which is valued at $9.9 billion. However, it has racked up more than $6 billion in unrealized losses based on data from its most recent 10-Q filing with the SEC as ETH tumbles to a recent p ...