整理：Cora，Techub News

**TinTinLand
**

Fear and Greed Index: 10 (Extreme Greed)
Bitcoin Price: $70,241
BTC/ETH Spot ETF Fund Flow (2.9)
BTC Net Inflow: $150.77 M
ETH Net Inflow: $34.72 M

Hong Kong

BTC/ETH Spot ETF Fund Flow (2.9)

BTC Net Subscription: 46.89 BTC

ETH Net Subscription: 303.16 ETH

Insider: A fund in Hong Kong entered the crypto market to buy the dip on February 6, specific purchase scale unknown

A fund in Hong Kong began entering the crypto market to buy the dip on February 6, with the specific purchase scale unknown. Additionally, New Fire Technology has also received some inquiries about purchases in the past two days.

Hong Kong Chief Executive's Policy Group holds a digital finance seminar to discuss high-quality development to build a "financial powerhouse"

The Hong Kong Chief Executive's Policy Group held a digital finance seminar, with participants including the research team from the People's Bank of China Financial Research Institute, members of the Web3.0 Development Task Force, and former Monetary Authority President Norman Chan. The meeting discussed how Hong Kong can contribute to the construction of a national financial powerhouse in three aspects: digital finance application scenarios, balancing regulation and development, and connecting with mainland digital financial infrastructure for collaborative development.

Consensus Hong Kong 2026 Surrounding Event Guide

Hosted by CoinDesk, Consensus Hong Kong 2026 will be held from February 10 to 12 at the Hong Kong Convention and Exhibition Centre.

Regulation/Macro

French police arrest six suspects involved in cryptocurrency kidnapping case

French prosecutors stated that in a cryptocurrency ransom case involving the kidnapping of a female judge and her mother for about 30 hours last week, authorities have arrested six suspects, including a minor. Lyon prosecutor Thierry Dran revealed that the suspects sent ransom messages to the judge's partner, demanding payment in cryptocurrency and threatening to harm the victims if the transfer was not made in time, with the specific amount not disclosed.

South African Reserve Bank Governor: Stablecoins may "collapse," calls for central banks to protect currency unity

South African Reserve Bank Governor Lesetja Kganyago warned at the 2026 Warwick Economic Summit that the increasing popularity of stablecoins poses risks, and these cryptocurrency assets may face the danger of "collapse." Kganyago stated that central banks need to "maintain the unity of currency and the affordability of public currency."

Project/Company Updates

DePIN project LNT receives strategic investment from Waterdrip Capital and Paramita Capital

The LNT project, dedicated to building decentralized physical infrastructure (DePIN) for the Bitcoin Lightning Network, announced it has received strategic investments from Waterdrip Capital and Paramita Capital. The funds raised will be used for ongoing research and development of underlying technology, ensuring the network's security, efficiency, and foresight; accelerating the global expansion of the node network, with a goal of adding over 10,000 active nodes to the Lightning Network in the short term. This deployment will greatly enhance the network's decentralization and processing capacity, while also preparing for the seamless integration of assets like stablecoins (e.g., USDT) into the Lightning Network.

South Korean Financial Supervisory Service: Users who sold mistakenly issued Bitcoin in Bithumb are obligated to return the assets

Lee Chan-jin, head of the South Korean Financial Supervisory Service (FSS), stated regarding the incident where Bithumb mistakenly gifted over $40 billion worth of Bitcoin to customers that there is an urgent need to improve regulatory mechanisms to address such risks, emphasizing that regulatory agencies will carefully examine the issues exposed by the incident and legislate to bring digital assets under regulatory oversight. Lee added that users who sold mistakenly issued tokens are legally obligated to return the assets. Additionally, regarding the government's plan to launch Bitcoin spot exchange-traded products, Lee stated that a cautious approach will be taken, emphasizing that market stability must be ensured before considering it as a traditional financial asset.

Wall Street investment bank Jefferies: As of January 31, Tether's gold reserves are expected to reach approximately 148 tons

A recent report from Wall Street investment bank Jefferies indicates that as of January 31, Tether's gold reserves are expected to reach approximately 148 tons, valued at about $23 billion, placing it among the top 30 gold holders globally. In the fourth quarter of 2025 and January 2026, Tether purchased approximately 32 tons of physical gold, with the purchasing speed only behind Poland and Brazil. Currently, its gold holdings exceed those of several countries, including Australia, the UAE, and Qatar. Previously, Tether CEO Paolo Ardoino stated that the company plans to allocate 10%-15% of its portfolio to physical gold to support its USDT stablecoin and XAUT gold coin.

Slow Mist: ClawHub suffers large-scale supply chain poisoning attack

The official plugin center ClawHub of the open-source AI agent project OpenClaw is becoming a target for supply chain poisoning attacks. Due to the platform's lack of strict review mechanisms, a large number of malicious Skills have infiltrated to spread malicious code. According to Koi Security, 341 malicious Skills have been identified, which typically disguise themselves as crypto assets, security checks, or automation tools. Slow Mist advises users to review any commands that need to be copied and executed, be cautious of prompts that gain system permissions, and prioritize obtaining tools through official channels.

Vitalik: USDC deposit yields do not count as DeFi, algorithmic stablecoins do

Vitalik Buterin tweeted, "USDC deposit yields do not count as DeFi. Algorithmic stablecoins are the real DeFi. If we have high-quality algorithmic stablecoins backed by Ethereum, then even if 99% of the liquidity is actually provided by CDP holders, as long as you can transfer the counterparty risk on the dollar side to market makers, that is a significant advantage."

In-Depth & Outlook

Tether's compliance path changes as it assists Turkey in freezing $1 billion in assets

Tether often promotes its efforts to combat criminal activities, including in communications aimed at attracting potential investors, as the company seeks to raise funds at a valuation of up to $500 billion. According to its official website, Tether has assisted law enforcement in handling over 1,800 cases in 62 countries, freezing USDT worth $3.4 billion related to suspected illegal activities.

As on-chain lending systems gather

People rarely notice the role of credit, but it is indeed reflected in how businesses operate. An effective credit system allows companies to restock in time before shelves are empty, enables factories to upgrade before old equipment is completely scrapped, and allows founders to hire new employees before a human resource redundancy crisis erupts.

Opinion

From heavy positions to liquidation, why did Yi Lihua quickly close his Ethereum position?

Trend Research's liquidation is more like a microcosm of the current market deleveraging process. It reflects several recurring realities in the crypto market: trend judgments may be correct, but the timing may not be on your side; leverage can amplify returns but also magnify misjudgments of cyclical rhythms; and when positions are large enough, exiting itself becomes a problem.

Reviewing the Bitcoin bear market cycle, what price level can be considered a bottom?

If you believe that "history repeats itself," then now to the next 6-12 months is one of the few times in your life when you can buy the "future" at a "relatively low price."

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。