Gate Insights and Crypto Market Analysis

馬斯克週三在 xAI 全體員工大會宣布，X Money 計劃在未來 1 至 2 個月內以「有限測試版」形式發布，目前已在公司內部進行封閉測試。他稱 X Money 為「遊戲規則改變者」，將成為所有資金集中地和貨幣交易中心。X 擁有 10 億安裝用戶和約 6 億月活，X Money 旨在整合社交、通訊、內容和金融服務。

Artificial Intelligence and Blockchain Technology have come together and are rapidly becoming a real infrastructure layer for decentralized apps, rather than just being an idea. Pundi AI partnered with InitVerse to reduce or eliminate centralized dependency in data pipelines for AI. This will

The United States has ordered cryptocurrency exchange Paxful to pay $4 million in criminal penalties for knowingly facilitating funds transfers. Prosecutors said Paxful lacked adequate anti-money-laundering controls and even promoted weak compliance practices. A U.S. federal court ordered Paxful

Sonic Labs focuses on strengthening the value of its S token. Sonic plans to build and acquire core applications and infrastructure, with integrated revenue streams. Sonic Labs, the blockchain development company formerly known as Fantom Foundation, announced that it is going to focus on

以太坊基金會 AI 負責人 Davide Crapis 和以太坊聯合創始人 Vitalik Buterin 提出利用零知識證明確保用戶與大型語言模型互動私密，同時防止垃圾郵件和濫用。每次用戶向 AI 聊天機器人發送訊息都會觸發 API 呼叫。他們稱用戶和供應商面臨核心挑戰是隱私、安全和效率。

泰國政府週二批准財政部提案，允許將數位資產用作衍生性商品和資本市場的基礎資產。此舉配合泰國證券交易所計劃於 2026 年推出比特幣期貨和 ETF。然而，該國央行仍禁止加密貨幣支付，消費者穩定幣使用受限。泰國最大交易所 Bitkub 日交易量達 6,500 萬美元，1 月啟動打擊「灰色資金」運動。

中國機器人公司卓益得於 1 月底發布 Moya，號稱全球首款完全仿生機器人。身高 165 公分體重 31 公斤，矽膠皮膚下增加類肌肉填充層與模擬肋骨結構，觸感接近真人。定位醫療陪伴與社交伴侶，售價約 17.3 萬美元，預計 2026 年下半年上市。

美国劳动力市场在2025年初表现强劲，1月非农就业人口增加13万，失业率降至4.3%。尽管修正后的11、12月就业数据下降，整体就业结构改善，工资和工时增加。医疗和建筑行业表现突出，制造业也首次回暖。然而，长期来看，2025年就业增长仍显疲弱，整体经济支出或受限，未来美联储政策可能受通胀影响。

社群媒體巨頭 Meta 旗下即時通訊應用 WhatsApp 指責俄羅斯試圖阻止數百萬用戶存取其應用，迫使他們轉向俄羅斯國有替代應用。莫斯科官方支持平台 Max 由俄羅斯科技公司 VK 於 2025 年 3 月推出，旨在成為 WhatsApp 和 Telegram 等外國服務本土替代品。

The XRP Ledger has overtaken Solana in real‑world asset tokenization value, excluding stablecoins, with $1.756 billion on‑chain — but holds the lead with just 22 holders. Solana counters with 285,000 RWA holders and $2.18 billion in monthly transfer volume. This is not a fluke; it is a deliberate institutional strategy. We examine the represented vs. distributed asset divide, the Permissioned Domains architecture, and why Ripple CEO Brad Garlinghouse calls XRP the “North Star” as Aviva Investo

CertiK 報告顯示，預測市場總交易量從 2024 年 158 億美元增至 2025 年 635 億美元，四倍增長延續至 2026 年 1 月。1 月 18 日當週創紀錄達 60 億美元。但三大平台（Kalshi、Polymarket、Opinion）佔 95% 市場形成系統性風險，虛假交易在空投高峰期可達 60%。

Morgan Stanley initiated coverage of Cipher Mining and TeraWulf with overweight ratings, setting $38 and $37 price targets implying 158% and 159% upside respectively. The investment firm views these bitcoin miners' pivot to AI data centers as major growth driver, with hyperscalers paying premiums for "time to power" solutions amid systematic AI compute supply shortage.

eSui (suiUSDe) is now live on the Sui Mainnet, and it is a significant step toward the financial ecosystem of the network. This synthetic dollar was developed together with Ethena Labs, and it is set to introduce a new high level of financial tools to both institutional and retail traders eSui

Charles Hoskinson took the stage at Consensus Hong Kong in a McDonald’s uniform, declared sentiment at an “all time low,” and then dropped two bombshells: Midnight’s mainnet launches March 2026 with Google and Telegram as launch partners, and LayerZero is coming to Cardano with institutional-grade privacy stablecoins. Meanwhile, DCG’s Barry Silbert predicts 5–10% of Bitcoin capital could rotate into privacy coins. We analyze the convergence of institutional DeFi, selective disclosure, and the “a

Stellar 發展基金會（SDF）在香港共識大會宣布，非託管錢包 TopNod 將與 Stellar 網路整合。此舉是 SDF 進軍亞洲市場策略一部分，在亞洲 SDF 在支付和代幣化市場面臨 Solana 等項目激烈競爭。XLM 已從 2025 年高點 0.52 美元跌約 71%，表現遜於比特幣和以太坊。

XRPL 在現實世界資產代幣化（不含穩定幣）價值達約 17.56 億美元，超越 Solana 的 16.82 億美元。數據顯示 XRPL 代表資產價值約 14.5 億美元，過去 30 天暴增 276.75%。然而 XRPL 僅有 22 個 RWA 持有者，Solana 則有 285,007 個。

A bitter dispute over stablecoin rewards has brought U.S. crypto legislation to the brink of collapse. Banks warn of a $500 billion deposit drain; Coinbase fights for ~$1B in annual revenue. With the White House now "furious" and the bill stalled, we examine the fault line that could determine whether regulated stablecoins become "digital cash" or whether yield-seeking capital migrates offshore into synthetic dollars.