从链上数据和公开披露的信息来看，这一轮下跌中，不少熟面孔已经开始用实际行动调整仓位。以太坊生态里的头部人物也并非完全"按兵不动"。Aave 创 始人 Stani Kulechov 在近期连续卖出了超过 4,500 枚 ETH，按照当时价格计算，规模接近 800 万美元；以太坊联合创始人 Vitalik Buterin 也在一段时间内分 批卖出了约 6,800 枚 ETH，用于捐赠和现实世界的资金安排。这类操作很容易被解读为"核心人物减持"，但从动机上看，更像是面对高波动环境时，对个人 资产结构进行的再平衡，而不是对整个以太坊生态的否定。 经历了一段时间的震荡修复后，加密市场最近再次回到高波动区间。宏观流动性预期反复、风险资产整体承压，比特币和以太坊在前高附近遇阻回落，带动 整个市场情绪迅速降温。不少山寨币在短时间内走出明显回调，衍生品市场的爆仓数据也再度放大，社交平台上关于"这一轮是不是要走弱周期"的讨论明显 变多。在这种环境下，市场关注点开始从单纯的价格涨跌，转向一个更现实的问题：真正掌握大体量资金的那批人，在这轮回调中到底在怎么操作？ | � | 2 小时 前 | 0x8036e34dF1af66891F ...

据 Axios 披露，加密货币交易平台 Backpack Exchange 正在以 10 亿美元投前估值洽谈新一轮融资。知 情人士称，该公司计划融资 5000 万美元，但最终融资规模可能进一步扩大。Backpack Exchange 由前 FTX 与 Alameda 团队成员创立。 （来源：吴说） ...

Coinbase就交易表现不佳问题发声：问题现已解决。 来源：滚动播报 ...

Core Insights - The article highlights the increasing focus on compliance in the cryptocurrency market as global asset volatility rises, marking a shift from "rapid growth" to "strict risk control" in the industry [1][4] - Following a Bitcoin deposit error at Bithumb that caused local turmoil, financial regulators have drastically reduced their tolerance for market manipulation, indicating a significant impact on regional crypto liquidity [1][4] Regulatory Developments - South Korean regulators have initiated a large-scale investigation into high-risk trading strategies, reflecting a new phase in the regulatory landscape for the crypto industry [1][4] - The Financial Supervisory Service (FSS) has implemented AI-driven monitoring tools as of February 2, aimed at quickly analyzing price trajectories to identify coordinated manipulation by "whale" accounts [1][5] Internal Controls and Market Structure - The vulnerability of internal controls at exchanges has become a focal point for regulators, leading to a comprehensive audit of local platforms following incidents like promotional errors at Bithumb and price fluctuations during Upbit's system maintenance [2][5] - The ongoing development of the second phase of the Digital Asset Basic Law is expected to institutionalize the crypto market, promoting a more transparent and resilient trading environment in the long term [2][5] Investor Considerations - Investors are advised to closely monitor the impact of API trading restrictions and social media compliance reviews on token premiums, factoring in potential costs associated with regulatory compliance in their strategies [2][5]

（来源：吴说） 据官方公告，币安将于 2026 年 02 月 10 日 16:00（东八区时间）移除以下现货交易对并停止交易： ARDR/BTC、BB/BNB、BB/BTC、BERA/BTC、DIA/BTC、FLUX/BTC、GALA/FDUSD、GPS/BNB、 GRT/FDUSD、GUN/FDUSD、ICP/ETH、ICX/BTC、KAITO/FDUSD、KERNEL/BNB、MANA/ETH、 NOM/FDUSD、REQ/BTC、XNO/BTC、YGG/BTC 和 ZRO/BTC。 ...

吴说获悉，链上数据显示，币安 SAFU 基金地址再次买入 4225 枚 BTC，价值约 3 亿美元。此前，币安 表示将把 SAFU 基金中约 10 亿美元的稳定币储备逐步转换为比特币储备。 （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 - Bithumb, a South Korean cryptocurrency exchange, mistakenly issued 620,000 bitcoins worth over $40 billion to 695 customers due to a manual input error during a promotional event [3][5] - The error was identified within 20 minutes, and all transactions and withdrawals were frozen shortly after the mistake was discovered [3] - Bithumb has successfully recovered 618,212 bitcoins, which accounts for 99.7% of the mistakenly issued amount, and 93% of the 1,788 bitcoins sold by users have also been retrieved [3][5] Group 2 - LABUBU, a product from Pop Mart, achieved annual sales exceeding 10 million units, indicating strong market demand [6] - The global average selling price of smartphones is projected to surpass $400 by Q4 2025, driven by a trend towards higher-end models [5] - Several banks have raised deposit rates, with new three-year fixed deposit rates reaching 1.95%, reflecting a competitive banking environment [9]

Group 1 - Bithumb, a South Korean cryptocurrency exchange, mistakenly issued 620,000 bitcoins worth over $40 billion due to a manual input error during a promotional event, with 99.7% of the mistakenly issued bitcoins recovered within 20 minutes [2] - The global average selling price (ASP) of smartphones is projected to exceed $400 for the first time by Q4 2025, reaching $424, driven by a trend towards higher-end devices [2] - Major smartphone brands like Xiaomi, OPPO, and vivo are expected to raise prices for new models starting in the second half of 2025, with Xiaomi's CEO indicating that the Xiaomi 14 will be the last flagship model starting at 3999 yuan [3] Group 2 - LABUBU, a product line from Pop Mart, achieved annual sales exceeding 100 million units, with total product sales across all categories surpassing 400 million units [5] - The 2026 Milan-Cortina Winter Olympics gold medal has reached a record material value of $2,210, driven by fluctuations in precious metal markets [5] - Multiple express delivery companies in China announced they will operate during the Spring Festival, although some will charge a "resource adjustment fee" due to increased operational costs [6] Group 3 - Seris plans to divest significant assets by establishing a new company with the Chongqing government, resulting in a loss of control over its blue electric vehicle assets [6] - The iMaiTai app will undergo maintenance from February 8 to 9 to improve user experience due to high traffic [7] - The first Apple section in a duty-free store at the Zhuhai port has opened, marking Apple's entry into the duty-free market in China [8] Group 4 - OpenAI is reportedly developing a custom version of ChatGPT for the UAE in collaboration with G42, tailored for government use [14] - Apple is preparing to allow third-party AI voice control applications to integrate with its CarPlay system, enabling users to interact with AI chatbots through their vehicle interface [15] - Anthropic is finalizing a funding round expected to exceed $20 billion, potentially doubling its valuation to nearly $350 billion [15]

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 ...