加密早报：虚拟货币新规出台，本周 AVAX、APT、STRK 等代币将迎来大额解锁

marsbitОпубліковано о 2026-02-09Востаннє оновлено о 2026-02-09

Анотація

中国人民银行等八部门联合发布新规，全面禁止虚拟货币交易及RWA代币化业务，相关活动定性为非法金融活动。美国伊利诺伊州提出《社区比特币储备法案》，拟建立州政府运营的比特币储备。白宫将于下周举行稳定币收益讨论会议。市场方面，日经225指数大涨4%。Bithumb交易所因误发62万枚BTC事故承诺全额赔偿并加强风控。易理华链上地址ETH近乎清仓，李林澄清未减持BTC和ETH。Michael Saylor或将于下周增持比特币。本周多个代币将迎来大额解锁，包括AVAX（约1520万美元）、APT（约1230万美元）、STRK（约630万美元）等。FWDI首席信息官表示若行业资金紧张将采取进攻策略并整合其他SOL财库公司。推荐阅读内容涵盖市场趋势、比特币与全球经济关系、流动性危机分析及抄底策略建议。

作者:深潮 TechFlow

昨日市场动态

日经 225 指数日内大涨 4.00%,现报 56437.40 点

日经 225 指数日内大涨 4.00%,现报 56437.40 点。

加密记者:白宫下一轮稳定币收益讨论会议将于下周二举行

据加密记者 Eleanor Terrett 报道,有知情人士称,白宫关于稳定币收益的下一轮讨论会议已定于下周二举行。此次会议仍将在工作人员层面进行,这次银行代表本身将出席,同时还有行业协会代表。

美国伊利诺伊州本周提出《社区比特币储备法案》,拟建立由州政府运营的比特币储备计划

据 Bitcoincom News 报道,美国伊利诺伊州本周提出《社区比特币储备法案》(Community Bitcoin Reserve Act),拟建立由州政府运营的比特币储备计划,采用多签冷钱包托管,首个储备名为 Altgeld Bitcoin Reserve。法案规定,储备中的 BTC 仅可在经新的立法授权后方可交易或出售。

央行等八部门联合发文:全面禁止虚拟货币交易和RWA代币化业务

中国人民银行联合七部门今日发布《关于进一步防范和处置虚拟货币等相关风险的通知》(银发〔2026〕42 号),明确虚拟货币不具有法定货币地位,相关业务活动属非法金融活动。

通知禁止境内开展虚拟货币交易及现实世界资产 (RWA) 代币化活动,未经相关部门批准,境内主体不得在境外发行虚拟货币或开展代币化业务。

金融机构不得为相关活动提供服务,互联网企业不得提供网络场所和宣传推广。通知要求加强风险监测和行业监管,严厉打击相关违法犯罪活动。本通知自发布之日起施行,同时废止 2021 年相关规定。

彭博分析师:21Shares 已提交 Ondo ETF 申请

彭博高级 ETF 分析师 Eric Balchunas 发文披露,21Shares 已提交 Ondo ETF 申请文件。

易理华链上地址中的 ETH 已彻底清仓

据 Arkham 数据显示,易理华相关的链上地址向币安转入了最后的 534 枚 ETH,其链上地址中的 ETH 已彻底清仓,目前仅剩 0.165 ETH。

Bithumb:将为“误发 62 万枚 BTC ”事故受影响客户提供全额赔偿

据官方公告,韩国加密货币交易所 Bithumb 针对 2 月 6 日发生的“误发 62 万枚 BTC ”事故发布全面赔偿方案。Bithumb 承诺为受影响客户提供 110% 的特别赔偿,预计损失约 10 亿韩元。

公告表示,Bithumb 将加强内部控制系统,包括升级资产验证系统、完善多级审批流程、强化异常交易检测与自动阻断 AI 系统,并通过全球安全专业机构进行系统审计。

此外,Bithumb 还将为事故期间登录的所有用户提供 2 万韩元补偿,为全体用户提供 7 天零手续费交易,并设立 1000 亿韩元规模的"客户保护基金",确保客户资产安全。

李林回应传言:非 LD 或 Garrett Gin 投资人,本轮行情未减持 BTC 或 ETH

火币创始人李林发文表示,“自己并非 LD 或 Garrett Gin 的投资人,本轮行情中也未减仓比特币或以太坊,已休息多年,但几乎每年仍需就相关传言进行澄清。”

FWDI CIO:若行业陷入资金紧张,将采取进攻策略并整合其他 SOL 财库公司

据 Coindesk 报道,最大 Solana 财库公司 Forward Industries (FWDI) 首席信息官 Ryan Navi 表示,市场的错误定价正在创造机会,Forward 没有债务,如果行业陷入资金紧张,将采取进攻策略并整合其他 SOL 财库公司。

FWDI 拥有近 700 万 SOL,是上市 SOL 储备量最大的公司,比其后三个竞争对手的总和还要多。

Ryan Navi 重申,「无杠杆资产负债表是加密财库市场真正的优势。当别人都在防守时,Forward Industries 将维持增持。未来也将不杠杆,不负债,并将 Solana 视为战略基础设施的长期投资,而不是短期投机。」

Michael Saylor 再次发布比特币 Tracker 信息,或将于下周增持比特

Strategy 创始人兼执行主席 Michael Saylor 在 X 平台再次发布比特币 Tracker 相关信息并写道“Orange Dots Matter.”。

根据此前规律,Strategy 总是在相关消息发布之后的第二天披露增持比特币信息。

本周 AVAX、APT、STRK 等代币将迎来大额解锁

Token Unlocks 数据显示,本周多个加密货币项目将迎来代币解锁。

CONX 将于 2 月 15 日解锁 132 万代币,价值约 1560 万美元,占流通量 1.56%;

AVAX 将于 2 月 11 日解锁 167 万代币,价值约 1520 万美元,占流通量 0.32%;

APT 将于 2 月 10 日解锁 1131 万代币,价值约 1230 万美元,占流通量 0.69%;

STRK 将于 2 月 15 日解锁 1.27 亿代币,价值约 630 万美元,占流通量 4.61%;

SEI 将于 2 月 15 日解锁 5556 万代币,价值约 420 万美元,占流通量 1.03%;

MOVE 将于 2 月 9 日解锁 1.64 亿代币,价值约 380 万美元,占流通量 5.46%;

ME 将于 2 月 9 日解锁约 148 万代币,价值约 148 万美元,占流通量 2.32%;

LINEA 将于 2 月 10 日解锁约 438 万代币,价值约 438 万美元,占流通量 5.96%。

行情动态

Пов'язані питання

Q中国人民银行等八部门联合发布的新规，对虚拟货币交易和RWA代币化业务做出了哪些主要限制？

A新规明确虚拟货币不具有法定货币地位，相关业务活动属非法金融活动。禁止境内开展虚拟货币交易及现实世界资产（RWA）代币化活动，未经批准境内主体不得在境外发行虚拟货币或开展代币化业务。金融机构不得为相关活动提供服务，互联网企业不得提供网络场所和宣传推广。

Q本周哪些代币将迎来大额解锁？其中解锁数量占流通量比例最高的是哪个代币？

A本周将迎来大额解锁的代币包括CONX、AVAX、APT、STRK、SEI、MOVE、ME和LINEA。其中，解锁数量占流通量比例最高的是MOVE代币，解锁比例为5.46%。

Q美国伊利诺伊州提出的《社区比特币储备法案》主要内容是什么？

A美国伊利诺伊州提出的《社区比特币储备法案》拟建立由州政府运营的比特币储备计划，采用多签冷钱包托管，首个储备名为Altgeld Bitcoin Reserve。法案规定，储备中的BTC仅可在经新的立法授权后方可交易或出售。

Q韩国交易所Bithumb为‘误发62万枚BTC’事故提供了哪些赔偿和补偿措施？

ABithumb承诺为受影响客户提供110%的特别赔偿，预计损失约10亿韩元。此外，还为事故期间登录的所有用户提供2万韩元补偿，为全体用户提供7天零手续费交易，并设立1000亿韩元规模的'客户保护基金'以确保客户资产安全。

QForward Industries (FWDI) 的首席信息官Ryan Navi对当前市场环境下的策略是什么？

ARyan Navi表示，市场的错误定价正在创造机会，Forward没有债务，如果行业陷入资金紧张，将采取进攻策略并整合其他SOL财库公司。公司重申将维持增持，不杠杆，不负债，并将Solana视为战略基础设施的长期投资，而不是短期投机。

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OpenAI Audited Financial Report: $38.5 Billion Loss in 2025, $19.2 Billion Burned on R&D, Microsoft Takes $17.2 Billion in a Year

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OpenAI Audited Financial Report: $38.5 Billion Loss in 2025, $19.2 Billion Burned on R&D, Microsoft Takes $17.2 Billion in a Year

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With Daily Active Users Reaching 3-4 Times That of the Industry's Second Place, Which Crack in the Office Agent Market Has Tencent's WorkBuddy Torn Open?

Tencent's AI office assistant, WorkBuddy, has achieved daily active users (DAU) 3-4 times that of the industry's second-place product, primarily driven by non-technical users like HR, operations, and administrative staff. Its rapid growth, starting with a public beta in March 2026, highlights a key strategic divergence from competitors like OpenAI's Codex and Anthropic's Claude Code. Unlike those tools, which originated as developer-focused assistants (in command lines or IDEs) and are now expanding towards office scenarios, WorkBuddy was built from the ground up for non-technical office workers. Its development was user-driven, initiated after腾讯云's team observed non-technical employees using their CodeBuddy coding tool for general tasks. WorkBuddy's design is defined by three core decisions aimed at lowering barriers: 1) Using natural language instead of technical concepts, so users describe their goal without needing to understand prompts or agents. 2) Providing pre-packaged "Skill" templates for common office tasks like data processing, content creation, and research. 3) Natively integrating into existing腾讯 ecosystems like腾讯 Docs and WeChat, making the agent a seamless part of the user's workflow rather than a separate tool. This "scenario encapsulation" approach, prioritizing the shortest path for users to get work done, contrasts with the "underlying capability" focus of Codex and Claude, which offer more flexibility but require more technical setup. Analysts confirm WorkBuddy's leading market position in China by mid-2026, with massive user and request growth following its launch. Recognizing the same trend of surging non-technical adoption, OpenAI and Anthropic are now pivoting their products with features like role-based plugins (Codex) and a simplified desktop interface (Claude Cowork). However, adapting tools built for developers requires significant changes to interaction models and integrations. WorkBuddy currently holds an estimated six-month lead in delivering a complete solution for non-technical office users. Its recently launched enterprise version aims to solidify this advantage. The competition underscores two valid paths: embedding agent capabilities directly into familiar work environments versus building powerful, general-purpose agents that users must learn to access. WorkBuddy's early success demonstrates the effectiveness of the former strategy for mainstream office adoption.

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Bitcoin Mining Farm Transforms into AI Data Center: Sangha's 'Sell-Out' Decision

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Ласкаво просимо до спільноти HTX. Тут ви можете бути в курсі останніх подій розвитку платформи та отримати доступ до професійної ринкової інформації. Нижче представлені думки користувачів щодо ціни APT (APT).

加密早报：虚拟货币新规出台，本周 AVAX、APT、STRK 等代币将迎来大额解锁

Анотація

昨日市场动态

行情动态

推荐阅读

Пов'язані питання

Пов'язані матеріали

OpenAI Audited Financial Report: $38.5 Billion Loss in 2025, $19.2 Billion Burned on R&D, Microsoft Takes $17.2 Billion in a Year

With Daily Active Users Reaching 3-4 Times That of the Industry's Second Place, Which Crack in the Office Agent Market Has Tencent's WorkBuddy Torn Open?

Bitcoin Mining Farm Transforms into AI Data Center: Sangha's 'Sell-Out' Decision

Dalio's Latest Warning: Don't Get Carried Away by AI, Real Returns on US Stocks in the Next 5-10 Years Could Be -5% to -10%

Rain Valuation Approaches $20 Billion: The Battle for U-Cards Extends to Rewards Systems

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