Odaily星球日报讯 日本证券巨头 SBI 集团宣布，其加密业务创下季度利润新高，在第三季度财报中，SBI 集团的加密业务收入约为 628 亿日元，同比增长 103.5%，税前利润达 181 亿日元（约 1.196 亿美元），同比增长 787%。SBI 表示，近期加密市场的复苏推动了其交易平台的增长，其加密账户数量环比增长 15.3%。预计本季度 SBI VC Trade 和 BITPoint 的总收入将超过 600 亿日元（约 396 万美元）。此外，SBI 将于 3 月 8 日前完成对竞争对手 DMM Bitcoin 客户的迁移，预计迁移后 SBI VC Trade 平台的钱包数量将增至约 130 万，而 BITPoint 目前拥有约 40 万个钱包。

Odaily星球日报讯 据官方消息，美国鲸鱼艺术家 Randy Pallant 近日宣称将投资 2000 万美元，成立鲸鱼数字资产投资基金。该基金将以排名靠前的 BTC、SOL 等主流资产作为投资主体，并全力赋能 Randy Pallant 发行的鲸鱼艺术 Meme 币 WLME。

本文将从市场情绪、技术创新瓶颈、资本动向三个维度，剖析以太坊疲弱背后的复杂逻辑。

According to Odaily, Electric Capital partner Avichal recently stated on social media that the 'golden era' for software engineers in San Francisco has concluded. From 2000 to 2020, software engineering was synonymous with high-paying careers. However, with over 100,000 layoffs in the tech industry in 2024, the globalization of remote work, and the rapid advancement of AI technology, the career trajectory for software engineers has fundamentally shifted. Avichal likened the rise of ChatGPT to a '2008 moment' for the software engineering sector, altering the market landscape. Despite these changes, Avichal emphasized that the situation is not entirely negative. The future will favor small, efficient teams, with AI-driven efficiency leading to the emergence of billion-dollar companies built by teams of just ten people. AI-first companies are expected to dominate the market, granting designers, product managers, and domain experts unprecedented influence, thereby fostering a new generation of entrepreneurs. He predicts that as the cost of software production continues to decrease, the enterprise software industry will undergo significant transformation. The era of 'easy money' for ordinary software engineers is over, and a new 'gold rush' in San Francisco has quietly begun.

According to Odaily, Kyber Network announced on X that KyberSwap will discontinue support for Polygon zkEVM starting this week. This decision is part of ongoing efforts to streamline and enhance the platform. The company aims to optimize its services to maintain KyberSwap as a high-performance, user-friendly, and secure platform. The focus will be on chains that are most active and valuable to the community. Transactions on this chain will cease, and users are not required to take any action.

According to Odaily, Caroline Butler, the Global Head of Digital Assets at BNY Mellon, has recently advocated for a comprehensive reevaluation of digital asset regulation. She emphasized that blockchain and smart contracts should not merely enhance existing infrastructure by 20%. One of the initial actions by the new acting chair of the SEC was to revoke SAB 121, a move BNY Mellon has been lobbying for since its introduction. Butler believes that regulation should be reimagined around the future of capital markets, which will focus on wallet structures. She stated, "It should not conform to our current model, as wallets should encompass a variety of elements. This will disrupt the current model where institutions are more segmented by asset class. We should have a use-case-driven regulatory system that manages and focuses on wallets. I think this is a significant shift." Additionally, Nadine Chakar, Managing Director and Global Head of Digital Assets at DTCC, highlighted the need for a cultural shift within the market, given that companies are divided into fixed income and derivatives teams. She added, "While we are exploring disruptive technologies, I believe that innovation will be incremental for some time before the industry can truly thrive."

Four major U.S. economic reports this week could impact Bitcoin, with inflation, jobs, and spending data shaping Federal Reserve policy and market trends. source: https://coinpaprika.com/news/four-key-u-s-economic-reports-this-week-could-shake-crypto-markets

Odaily星球日报讯 日本金融厅已开始考虑将加密资产（虚拟货币）定位为类似于证券的金融产品，目的是要求企业披露更详细的信息来保护投资者。目前，金融厅正在与专家举行闭门研究会议，以审查当前对虚拟货币的监管是否充分。 据悉，日本金融厅已开始设计一套体系，将于今年 6 月公布系统改革政策，并于今年秋季在金融体系委员会进行讨论后在 2026 年的通常国会上修改该法律。 彭博社近日报道称，“日本金融厅设立的专家研究小组普遍一致认为，加密货币开始被定位为投资目标”，这似乎是对美国 SEC 批准比特币现货 ETF 和以太坊现货 ETF，以及特朗普政府支持加密行业的行动做出的回应。 新系统还旨在解除对“比特币现货 ETF”的禁令，还有可能将目前高达 55%的税率降低至 20%，与金融所得税率相同，以达到既保护投资者又振兴市场的目的。未来提出的一个重要问题是，目标是否是所有加密资产，还是仅限于那些已在美国获批作为 ETF 的资产，例如比特币和以太坊。（日经新闻）

Odaily星球日报讯 纽约梅隆银行（BNY Mellon）数字资产全球负责人 Caroline Butler 近日呼吁对数字资产监管进行广泛反思，以便区块链和智能合约不仅仅是对现有基础设施进行 20%的增量优化。SEC 新任代理主席的首批行动之一是撤销 SAB 121，纽约梅隆银行自该法案出台以来一直在游说这一举措。 Butler 认为，监管需要围绕资本市场的未来进行重新构想，而资本市场的未来将围绕钱包结构展开：“它不应该符合我们今天的模式，因为钱包应该包含很多东西。这将打破我们今天的模式，即我们的机构根据资产类别进行更多的划分。我们应该有一种用例驱动的监管制度，来管理并专注于钱包。我认为这是一个巨大的转变。” 此外，DTCC 数字资产董事总经理兼全球主管 Nadine Chakar 指出，鉴于公司分为固定收益团队和衍生品团队，市场内部需要进行文化转变，其补充道：“虽然我们正在研究颠覆性技术，但我认为，在行业实现蓬勃发展之前，创新在一段时间内将只是渐进式的。”

Changpeng Zhao said in the notice period of a token's listing, its prices could go high on DEX 'and then people sell on CEX.' source: https://www.theblock.co/post/339693/changpeng-zhao-critiques-binances-token-listing-process-as-a-bit-broken?utm_source=rss&utm_medium=rss

Odaily星球日报讯 据官方公告，LBank 已于 2025 年 2 月 10 日 15:00（SGT）上线 CAR U 本位永续合约，最高杠杆为 50 倍。

Solana 的 2025 顶级叙事，全方位解读 Solayer、SOON、Sonic SVM。

A landfill in Wales, believed to contain a hard drive with 8,000 Bitcoin, is slated for closure.

Figure AI ended its partnership with OpenAI after developing its own advanced AI for humanoid robots. The company secured major deals, including one with BMW, and plans to reveal a groundbreaking robot achievement soon.

狙中多个 Al Agent蓝筹标的的钻石手讲述其投研方法论和建仓风格。

Elon Musk has denied any interest in purchasing TikTok, despite speculation from Chinese officials about him buying its US operations if a ban occurs. President Trump has also suggested that Musk or Oracle's Larry Ellison could acquire the platform through a government-backed deal.

威尔士的一个垃圾填埋场即将关闭，据称该填埋场埋藏了一块装有 8,000 比特币的硬盘。

当白宫记者问特朗普：你通过特朗普代币转了十几亿美元，你怎么看这件事情？特朗普回答：“和这些人（孙正义，马斯克）比起来，这都是小钱”。

Michael Saylor's company, Strategy, is preparing for another major Bitcoin purchase, continuing its aggressive accumulation strategy. The firm holds over 471,000 Bitcoin, worth $45 billion, and has raised billions through stock offerings to finance its acquisitions.

Solana-based Pump.fun denied rumours of an upcoming token launch. Co-founder Alon Cohen rejected claims of leaked tokenomics as false, despite documents suggesting a planned issuance of 420 million tokens, with 210 million for public sale through Dutch auctions on centralised exchanges.