Gate Cryptocurrency News and Market Analysis

CleanSpark於2月拋售97%比特幣產量，主要因應比特幣價格走低及挖礦利潤率減縮，資金將用於擴張德州園區及AI業務轉型。此外，多家礦商也展開比特幣清倉潮，反映整體行業轉型為高功率服務供應商。

Elon Musk has revealed the beta launch of X Money, a payment platform integrated into the X social media network, with initial interface screenshots showing features for sending and receiving funds, direct deposit, and yield-bearing accounts.

GoldFinger has declared a new strategic alliance with DeAgentAI to move the integration of the artificial intelligence agents into blockchain-based financial systems. The partnership is aimed at facilitating trustless, autonomous decision making in the context of decentralized finance (DeFi) and

美國川普政府的新規草案要求企業在出口AI加速器前需獲得美國商務部授權，這影響了輝達和AMD等公司的股價，也對AI加密代幣造成壓力。草案將出口分為不同規模的授權制度，可能導致資料中心建設延遲，重塑全球AI晶片格局，並引發地緣政治博弈。

In brief City staff have concluded the Vancouver Charter does not allow Bitcoin in city reserves. The motion followed a late 2024 decree by Mayor Ken Sim to study crypto use. Municipal finance rules keep assets like Bitcoin outside treasuries, Decrypt was told. Vancouver staff have

美國FBI在聖馬丁島逮捕John Daghita，涉嫌非法存取法警署管理的4600萬美元加密貨幣。該案件源於鏈上偵探ZachXBT的追蹤，揭示政府在數位資產保管方面的漏洞，並引發對第三方託管安全的質疑。目前尚未確認是否追回被盜資產。

金融科技公司Revolut向美國貨幣監理署和FDIC提交國家銀行牌照申請，計劃設立「Revolut Bank US, NA」。這是其繼2021年受阻後的第二次嘗試，轉向聯邦級申請的原因在於優化監管架構和擴展業務能力，如直接接入支付系統和提供FDIC保障存款。Revolut目前擁有超過7000萬客戶，業務遍及40個市場。

Short seller Culper Research has disclosed a bearish position on Ethereum and ETH-linked securities, including treasury firm BitMine, arguing that the network's December 2025 Fusaka upgrade has "impaired ETH tokenomics" by flooding the network with excess blockspace and driving transaction fees down approximately 90 percent.

Polygon Labs has introduced the Polygon Agent CLI, an integrated command-line toolkit that enables artificial intelligence agents to create wallets, send and swap tokens, bridge assets, and register onchain identity through a single installation.

自2025年10月以來，多家比特幣挖礦公司大規模拋售比特幣，累計達1.5萬枚。由於利潤壓力、債務問題等多重因素，礦工們重新考慮資產管理，轉向多元化收入來源，如AI運算。MARA Holdings則強調其不面臨即時清倉風險，仍持有超過53,000枚比特幣。

Michaël van de Poppe's insights on TAO hint at a key resistance level at $180 that could lead to higher prices if surpassed. The token's tie to Bittensor and the AI-crypto narrative keeps it in focus as traders monitor its performance and volume for potential gains.

澳洲證券和投資委員會（ASIC）已批准AUDC Pty Ltd在XRP Ledger上發行受監管的澳元穩定幣，此次批准標誌著澳洲在數位資產監管方面的重要進步。受監管穩定幣可助力傳統金融機構進行合規鏈上支付和跨境結算。XRP Ledger因其即時結算、高吞吐量和低成本成為首選平台，未來還有望吸引更多金融科技業者進入澳洲的數位金融生態系統。

Negotiations over the CLARITY Act, the landmark U.S. crypto market structure bill, have stalled again after banking industry representatives rejected a White House compromise that would have permitted limited stablecoin rewards for specific activities while banning them on idle holdings.

PsiQuantum在芝加哥的百萬量子比特設施正式開工，與NVIDIA合作，計劃建造強大的量子電腦。該設施可挑戰比特幣加密技術，引發網絡安全討論。量子電腦的威脅評估顯示，早期UTXO錢包最脆弱，部分專家認為未來十年內量子電腦不會對比特幣造成重大影響。PsiQuantum強調無意攻擊比特幣，但技術擴散風險仍需關注。

Polygon Labs 推出 Polygon Agent CLI，為 AI 代理提供端到端鏈上工具包，解決開發者面臨的碎片化問題。該工具包具備錢包管理、交易執行和身份驗證等多項功能，並透過私鑰隔離和 Gas 抽象技術增強安全性，使 AI 代理能夠更高效地執行鏈上操作。

The U.S. Federal Reserve Board, along with the Federal Deposit Insurance Corporation and the Office of the Comptroller of the Currency, has issued joint guidance clarifying that tokenized securities should receive the same regulatory capital treatment as their traditional counterparts under existing bank capital rules.

Culper Research報告指出以太坊因Fusaka升級造成區塊空間過剩，交易費用下跌90%，可能進入“死亡螺旋”循環，導致質押需求和網路安全性下降。報告中提到Vitalik Buterin出售大量ETH，質疑Tom Lee的多頭觀點，並指出BitMine在以太坊持有的虧損風險。