上周，美股市场遇到了DeepSeek聊天机器人、大型科技公司财报和美联储议息会议带来的冲击，就在股市似乎安然度过了这些风暴时，关税威胁来了。

On Feb 05, 2025, 09:34 AM(UTC). According to Binance Market Data, BNB has dropped below 570 USDT and is now trading at 569.630005 USDT, with a narrowed 1.09% decrease in 24 hours.

Odaily星球日报讯 据链上分析师 Ai 姨监测，Meme 币 PAIN 预售筹款阶段，巨鲸“5r2kw...Aq1Bv”投入了 20000 枚 SOL（当时价值 430 万美元）成为 TOP1 打款地址，占总资金池的 10.74%。 此外，根据预售打款情况，空投按比例发放后，前排筹码分布情况如下： TOP5：打款 32747 SOL，持有总占比 17.6%； TOP10：打款 43242 SOL，持有总占比 23.2%； TOP20：打款 59299 SOL，持有总占比 31.87% TOP20 持币总占比超三分之一，若在开盘后抛售或对币价产生极大影响。

According to PANews, India's Minister of Electronics and Information Technology, Ashwini Vaishnaw, recently announced on social media platform X that he met with OpenAI CEO Sam Altman. The discussion focused on artificial intelligence strategies related to GPUs, models, and applications. Vaishnaw stated that OpenAI is interested in collaborating with India in these areas and praised Indian Prime Minister Narendra Modi's vision for democratizing technology.

According to PANews, Solid Intel reports that the newly appointed U.S. Treasury Secretary, Bessent, along with Commerce Secretary nominee Lutnick, are anticipated to unveil a U.S. sovereign wealth fund plan within the next 90 days. Additionally, Sacks, known as the "czar" of artificial intelligence and cryptocurrency, is expected to announce his cryptocurrency plan in 170 days.

According to BlockBeats, on February 5, technology stocks in the U.S. pre-market trading experienced a general decline. Google (GOOG.O) saw a 7% drop due to its fourth-quarter revenue falling short of market expectations. Apple (AAPL.O) also faced a decrease, with shares down by 2.4%. Among popular Chinese stocks, Pinduoduo (PDD.O) fell by 5%, and Li Auto (LI.O) experienced a 3% decline.

The global cryptocurrency market cap now stands at $3.22T, up by 3.17% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $96,150 and $100,778 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $97,782, down by -0.84%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include FORTH, SPELL, and AMP, up by 53%, 20%, and 17%, respectively. Top stories of the day: Bitwise Compliance Officer Discusses SEC Developments Amid Cryptocurrency Changes 22 U.S. States Introduce Bitcoin and Digital Asset Legislation Bitcoin Network Sees Slight Hashrate Increase Amid Decreased Mining Difficulty SEC Requires Top-Level Approval for Launching Probes Under New Republican Leadership Cryptocurrency Market Experiences Broad Pullback: DeFAI and AI Agents Sectors Suffer Significant Losses Surge in Bitcoin Spot ETFs with $341 Million Net Inflows Ark Invest Predicts Bitcoin Price Targets for 2030 BlackRock Records Highest Single-Day ETH Inflow Potential Bitcoin Reserves Discussed by Government Task Force U.S. Expected to Pass Cryptocurrency Legislation by November 2025 Ohio Senator Proposes Bill for Bitcoin Reserves and Payments SEC Reduces Cryptocurrency Enforcement Team Amid Regulatory Changes U.S. Congress to Establish Cryptocurrency Task Force Morgan Stanley Economists Adjust U.S. Interest Rate Forecast Ethereum News: Ethereum's Rocky Performance Post-Merge Raises Concerns as Bitcoin Surges 160% Republican Senator To Propose Stablecoin Regulation Framework Messari BNB Chain Q4 Report: Market Cap Soars to $101.09B, DeFi TVL Hits $5.35B Amidst 114% Annual Growth India Reconsiders Crypto Policy Amid Global Shifts Pro-Crypto Regulation Expected in The U.S. by November, Says Scaramucci XRP News: XRP Shows Bullish Signs Amid Global Economic Concerns Market movers: ETH: $2772.47 (+2.34%) XRP: $2.5238 (-0.38%) SOL: $204.49 (-0.33%) BNB: $571.62 (-0.73%) DOGE: $0.26581 (+0.73%) ADA: $0.7533 (+2.35%) TRX: $0.2259 (+3.53%) TRUMP: $18.13 (+7.53%) WBTC: $97759.49 (-0.95%) LINK: $19.66 (-0.66%) Top gainers on Binance: FORTH/USDT (+53%) SPELL/USDT (+20%) AMP/USDT (+17%)

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JPモルガン（JPMorgan）は2月3日に発表した調査報告書の中で、ビットコインネットワークのハッシュレート（業界内の競争とマイニングの難易度を代用する指標） ... The post ビットコインのハッシュレート上昇は1月に鈍化：JPモルガン first appeared on CoinDesk JAPAN（コインデスク・ジャパン）. source: https://www.coindeskjapan.com/274715/

According to Odaily, cryptocurrency analyst Miles Deutscher has stated that the present time offers a better entry opportunity for retail investors compared to November and December of last year. Data indicates that viewership on major cryptocurrency YouTube channels has halved since peaking in early December, reflecting a shift in market sentiment from peak FOMO (fear of missing out) to a state of fear and apathy at the bottom.

According to Odaily, Citi's latest research report suggests that the correlation between Bitcoin and the stock market is expected to weaken over the long term as digital asset adoption increases. Citi highlights that while the stock market remains a primary macroeconomic driver for the crypto market, the maturing of the crypto asset market, expansion of the investor base, technological advancements, and increased adoption rates will gradually reduce this correlation. Additionally, clearer U.S. crypto regulations may introduce more market fluctuations driven by non-macro factors. The report also notes that Bitcoin's volatility is anticipated to continue decreasing with the growth of institutional adoption. Furthermore, the correlation between Bitcoin and gold is noteworthy, potentially indicating early signs of its 'store of value' attribute.

Odaily星球日报讯 花旗（Citi）在最新研究报告中表示，随着数字资产采用的增长，比特币与股市的相关性预计将在长期内减弱。 Citi 指出，尽管股票市场仍是加密市场的主要宏观驱动因素，但随着加密资产市场的成熟、投资者基础扩大、技术进步及采用率的提高，股市与加密资产的关联度将逐步下降。此外，美国加密监管的进一步清晰化可能带来更多非宏观因素驱动的市场波动。报告还提到，比特币的波动性预计将在机构采用增长的情况下持续下降。同时，比特币与黄金的相关性值得关注，可能是其“价值储存”属性的早期信号。

Tether expands beyond stablecoins with Tether Data, an AI-powered SDK integrating a voice assistant, AI translator, and Bitcoin wallet assistant. Announced by CEO Paolo Ardoino, it runs on a Bare JavaScript runtime to enhance crypto transactions and accessibility.

现实是，每一轮周期都比上一轮更难。市场参与者的数量在增加，竞争越来越激烈，老玩家更精明，最终失败的人自然也更多。

真正的机会不在于简单地储存比特币；而在于将比特币融入全球金融体系，从而巩固而不是破坏美国的经济领导地位。

FTX will begin repaying small creditors (claims under $50,000) in the Bahamas on February 18, 2025, with 9% annual interest on their claims. Creditors outside the Bahamas will receive their payouts starting by March 4, 2025.

Trump's presidential election victory seems to have boldened rich Asian investors to invest more of their money into digital assets. And these investors have chosen Singapore as the place they would be safekeeping their money.

对于加密市场而言，这是一个不平静的春节：特朗普打响关税战致加密市场大跌；Deepseek发布，市场反应剧烈；萨尔瓦多取消比特币官方货币地位；美联储继续维持不降息决定……

OpenAI partnered with South Korea’s Kakao to integrate its AI into KakaoTalk and develop a Korean-language assistant. CEO Sam Altman also met with SoftBank, Samsung, and SK Hynix to discuss AI collaborations, including the Stargate data centre project.

Google CEO Sundar Pichai plans to invest $75 billion in capital expenditures for 2025, with AI as the primary focus—a 43% jump from 2023. Strategic vision or overreach?