Core Insights - eToro reported a net contribution revenue of $868 million for the full year 2025, representing a year-over-year growth of 10% [1] - The company achieved a GAAP net profit of $216 million for 2025, reflecting a 12% increase compared to the previous year [1] - As of the end of 2025, eToro's assets under management (AUA) reached $18.5 billion, marking an 11% growth year-over-year [1] Financial Performance - Full year net contribution revenue: $868 million, up 10% [1] - GAAP net profit: $216 million, up 12% [1] - Assets under management (AUA): $18.5 billion, up 11% [1] Corporate Actions - eToro's board approved an increase in the stock buyback program by $100 million, raising the remaining authorization to $150 million [1] Strategic Focus - The company plans to enhance its investment in AI tools, cryptocurrency, and on-chain infrastructure [1] - eToro aims to expand its offerings in 24/7 trading and products related to cryptocurrency and tokenization [1]

报告还梳理了数字人民币与全球加密资产的发展态势、核心特征以及全球监管政策与研究动态等，为我 国数字金融规范发展、守护国家金融安全提供学术参考与智力支撑。(完) （文章来源：中国新闻网） 报告提出三点政策建议：一是拓展数字人民币应用场景，夯实其数字经济底层地位；二是统筹防范稳定 币风险，维护人民币国际化战略空间；三是加强前瞻性研究，推动监管与学术协同。 中新网北京2月4日电(记者谢艺观)"当前新一轮数字技术革命深刻重塑全球经济与金融体系，数字货 币、加密资产等新型金融形态加速演进，既拓展了金融运行的技术边界，也对货币主权、金融安全和治 理能力提出新的挑战。"近日，《数字人民币与全球加密资产展望2026》发布会在北京举行，中央财经 大学副校长、国家数据工程与安全学院院长李建军如是表示。 会上发布了《数字人民币与全球加密资产展望2026》报告。报告指出，数字人民币试点已实现规模化运 行，功能向资金管理与治理工具延伸；全球稳定币规模大幅攀升，外溢影响需重点关注；加密资产市场 波动加剧且向头部集中，与宏观政策关联紧密。 ...

（来源：吴说） 区块链基础设施公司 Zerohash 正在洽谈以 15 亿美元估值融资 2.5 亿美元。消息称，该公司近期已退出 与万事达卡（Mastercard） 的收购谈判，选择保持独立，但万事达卡仍在考虑对 Zerohash 进行战略投 资。Zerohash 成立于 2017 年，向金融机构和金融科技公司提供加密资产、稳定币及代币化相关的 API 与开发工具，客户包括 Interactive Brokers、Stripe、贝莱德 BUIDL 基金、富兰克林邓普顿等。 （CoinDesk） ...

英国金融行为监管局 Financial Conduct Authority 已进入加密资产监管咨询的最后阶段，并就"消费者责 任（Consumer Duty）"规则如何适用于加密资产公司发布最终咨询文件，征求意见截止日期为 3 月 12 日。FCA 计划于 2026 年 9 月开放加密资产业务许可申请窗口，并要求所有在英国提供加密服务的机构 （包括已依据反洗钱法规注册的公司）最迟于 2027 年 10 月前获得正式授权。（CoinDesk） （来源：吴说） ...

据链上侦探 ZachXBT 披露，一名代号为 John（Lick） 的威胁行为者被发现控制多个钱包地址，近期曾 集中转移约 2300 万美元加密资产。其相关地址被指 直接关联 2024 年涉及美国政府的超 9000 万美元疑 似被盗资金，并与 2025 年 11 月至 12 月多名未披露受害者的资金流向有关。 （来源：吴说） ...

Group 1 - The core viewpoint is that digital assets are transitioning from speculative investments to mainstream financial instruments, akin to a "container moment" in global trade, which will lead to significant structural changes in the global financial landscape [1][3]. - Tokenization is identified as a crucial bridge linking real assets with blockchain technology, and major banks and brokers have begun establishing digital asset operations, laying the groundwork for a market explosion in 2026 [1][3]. - The entry of institutional investors through regulated custody solutions and derivative tools is transforming assets from purely speculative items to strategic reserve assets, enhancing market depth and fundamentally altering the valuation logic of cryptocurrencies [1][3]. Group 2 - Long-term conservative funds, including pensions and endowment funds, are gradually entering the market through complex approval processes, which is expected to have a significant long-term impact [2][4]. - The acceptance of digital assets by Registered Investment Advisors (RIAs) is considered one of the most underestimated positive factors in the current market, as this group manages trillions of dollars in wealth, providing a solid demand floor even with minimal structural allocation [2][4]. - The advancement of regulatory compliance is anticipated to be a catalyst for market integration, blurring the lines between traditional financial giants and the native crypto market, with 2026 expected to reflect comprehensive integration of the financial ecosystem rather than just price volatility [5].

Core Viewpoint - The Italian Securities and Exchange Commission (CONSOB) has issued a warning to social media financial influencers (finfluencers) regarding the promotion of high-risk products such as cryptocurrencies, contracts for difference (CFDs), and foreign exchange within the EU, emphasizing compliance with investment recommendation and advertising regulations [1] Regulatory Compliance - Promotion of financial products must adhere to investment recommendation and advertising regulations in the EU [1] - Non-compliance, such as providing personalized investment advice without a license or failing to disclose paid promotions, may result in significant fines or even criminal charges [1] Public Awareness - The regulatory body has highlighted that promoting financial products is not akin to selling consumer goods like shoes or watches [1] - There is a cautionary note for the public to be wary of "get rich quick" schemes and unauthorized partnerships [1]

Core Viewpoint - Polygon is nearing the acquisition of Coinme, a U.S. Bitcoin ATM operator, with an estimated transaction price between $100 million and $125 million [1] Company Summary - Coinme launched its first licensed Bitcoin ATM on May 1, 2014, and currently operates in approximately 49 states across the U.S. [1] - The company supports multiple cryptocurrencies at some retail self-service terminals [1] Industry Summary - The acquisition reflects the growing interest and investment in cryptocurrency infrastructure, particularly in the Bitcoin ATM sector [1]

Group 1 - Coinbase's CEO Brian Armstrong revealed the strategic focus for 2026, which includes expanding a one-stop exchange for crypto assets, stocks, and commodities globally, supporting spot, futures, and options trading [1] - The company aims to enhance its stablecoin and payment services, and promote user onboarding through the Coinbase developer platform, Base chain, and Base App [1] - There will be increased investment in product quality and underlying automation [1] Group 2 - Turkmenistan has legalized cryptocurrency mining and exchange operations, allowing non-residents to participate after registration [2] - The new law mandates that crypto exchanges in Turkmenistan must obtain licenses and comply with KYC/AML requirements and cold storage regulations [2] - Cryptographic assets are not recognized as legal tender, currency, or securities in Turkmenistan [2] Group 3 - Bithumb, the second-largest crypto exchange in South Korea, discovered approximately 291.6 billion Korean Won (around 20.18 million USD) in dormant customer assets across about 2.6 million accounts [3] - Some accounts have been inactive for over 10 years, with the longest inactivity period reaching 4,380 days (nearly 12 years) [3] - Bithumb plans to notify eligible users and assist in account recovery [3] Group 4 - Iran's defense export center, Mindex, has proposed accepting cryptocurrency as a payment method for selling advanced weapon systems to foreign governments [2] - The organization has established customer relationships with 35 countries and offers various types of weaponry [2] - Mindex's website has been verified for authenticity through archived versions, registration information, and technical infrastructure review [2]

Core Viewpoint - The recent rise in security risks within the cryptocurrency market is highlighted by a case where a fraudster impersonated a customer service representative from Coinbase, illegally obtaining approximately $2 million in crypto assets from multiple users [1][4]. Group 1: Fraud Details - The fraudster utilized sophisticated social engineering techniques to gain the trust of victims, reflecting the vulnerability of human factors in the decentralized finance ecosystem [1][4]. - The investigation led by ZachXBT revealed that the fraudster's identity was tracked through cross-referencing Telegram chat screenshots, social media activity, and on-chain wallet transactions [1][4]. - Despite attempts to conceal their identity by frequently changing Telegram usernames and deleting old accounts, the fraudster's ostentatious display of wealth online provided crucial evidence for tracking [1][4]. Group 2: Psychological Manipulation - The core of social engineering fraud lies in the precise manipulation of victims' psychological expectations, often creating a high-pressure environment that leads victims to lower their guard [2][5]. - Fraudsters typically create professional-sounding customer service environments and provide seemingly official email responses to mislead victims into believing they are addressing urgent security issues [2][5]. Group 3: Risk Prevention Strategies - Establishing a systematic security defense framework is deemed essential, with recommendations for investors to adhere to the principle of "not sharing unless necessary" [2][5]. - It is advised that investors utilize physical security keys for cross-platform identity verification instead of relying solely on SMS codes, as traditional protective measures are becoming insufficient [2][5]. - Storing large assets in offline hardware wallets is recognized as one of the most effective risk mitigation strategies [2][5]. Group 4: Industry Regulation and User Awareness - Strengthening the collaboration between industry regulation and technical monitoring is crucial for protecting investor interests, with calls for trading platforms and third-party security agencies to establish rapid warning mechanisms [3][6]. - Users are encouraged to enhance their operational security awareness by avoiding excessive exposure of their asset holdings or personal contact information on social media [3][6]. - Regular self-checks of account security settings and consulting through official channels are recommended to safeguard digital wealth in a complex market environment [3][6].