市場快照
- Bitcoin：SkyBridge 的 Anthony Scaramucci 表示公司在回調時買入 — 在約 $84k、$63k 及目前較低區間增持 BTC，顯示機構對現貨敞口的持續需求。（來源：CoinDesk）
- Ether：技術分析指出在 $2,000 以下存在一個「大型需求區」，為買盤可能聚集的重要區域，短期顯示下行風險，但為觀察名單上的明確水平。（來源：Cointelegraph）
- Mining / equities：Canaan 報告了三年來最強的季度業績，但股價下跌約 7%，交易價格接近 $0.56，必須在 7 月前收復 $1 以避免可能的 Nasdaq 退市。（來源：Cointelegraph）
協議與基礎建設
- LayerZero 公布了計畫中的「Zero」鏈，獲 Citadel 與 ARK 等投資者支持；LayerZero Labs 表示 Zero 可利用零知識證明與 Jolt 擴展至 two million TPS，目標於 2026 年秋季推出。（來源：Cointelegraph）
- Robinhood 正在測試其基於 Arbitrum 的以太坊 layer‑2（Robinhood Chain），推動 tokenized stocks 與 24/7 交易的底層設施，以便整合 DeFi。（來源：CoinDesk、Cointelegraph）
- Solana：Lily Liu 在 Consensus Hong Kong 強調建構「internet capital markets」，主張以金融為導向的產品策略，並突顯亞洲的核心角色。（來源：CoinDesk）
政策、監管與政治
- U.S. policy：來自白宮會議的報導顯示，銀行家反對妥協並主張禁止 stablecoin yield 產品，凸顯在監管談判中加密公司與傳統金融之間持續的摩擦。（來源：CoinDesk）
- Political spending：Crypto PAC Fairshake 在阿拉巴馬州參議員初選投入 $5 million，顯示業界積極參與競選財務以支持親加密候選人。（來源：CoinDesk）
- Hong Kong：該市的行政長官在 Consensus 上重申政府對本地數位資產與 Web3 成長的支持，強調亞洲對產業友善的政策立場。（來源：CoinDesk）
- Enforcement：SafeMoon 前執行長因涉及 $9M 投資詐欺被判處 8 年徒刑；共犯仍在逃，突顯該領域持續存在的法律風險。（來源：Cointelegraph）
主要結論
- 機構買家在 BTC 市場仍活躍，願意在廣泛價格區間內進行累積。
- Ether 在 $2k 下方有顯著支撐 — 需留意下行風險，但同時可能成為買家的進場區。
- 生態系統在擴展基礎設施（LayerZero Zero、Robinhood Chain），同時美國的監管與法律壓力加劇；亞洲（尤其是香港）則持續展現支持。
來源
- LayerZero unveils ‘Zero’ chain, with Citadel, ARK backing — https://cointelegraph.com/news/layerzero-launching-zero-blockchain-with-backing-from-citadel-ark?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Solana’s Lily Liu champions internet capital markets at Consensus Hong Kong 2026 — https://www.coindesk.com/markets/2026/02/11/solana-s-lily-liu-champions-internet-capital-markets-at-consensus-hong-kong-2026
- SkyBridge’s Scaramucci is buying the bitcoin dip, calls Trump a crypto President — https://www.coindesk.com/markets/2026/02/11/we-are-a-buyer-of-bitcoin-in-this-market-skybridge-s-scaramucci-says
- Ex-SafeMoon chief sentenced to 8 years over $9M investor fraud — https://cointelegraph.com/news/safemoon-ceo-sentenced-8-years-crypto-scam?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Hong Kong continues to support local digital asset community growth, chief executive says — https://www.coindesk.com/business/2026/02/11/hong-kong-continues-to-support-local-digital-asset-community-growth-chief-executive-says
- Robinhood starts testing its own blockchain as crypto and tokenization push deepens — https://www.coindesk.com/business/2026/02/11/robinhood-starts-testing-its-own-blockchain-as-crypto-and-tokenization-push-deepens
- Robinhood launches Ethereum layer-2 testnet for tokenized assets — https://cointelegraph.com/news/robinhood-launches-ethereum-layer-2-testnet-for-tokenized-assets?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Crypto PAC Fairshake leaps into first midterm Senate race with $5 million in Alabama — https://www.coindesk.com/policy/2026/02/10/crypto-pac-fairshake-leaps-into-first-midterm-senate-race-with-usd5-million-in-alabama
- Crypto miner Canaan sinks 7% despite strongest quarter in 3 years — https://cointelegraph.com/news/crypto-miner-canaan-shares-fall-on-q4-report?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Crypto’s banker adversaries didn’t want to deal in latest White House meeting on bill — https://www.coindesk.com/policy/2026/02/10/crypto-s-banker-adversaries-didn-t-want-to-deal-in-latest-white-house-meeting-on-bill
- Large demand zone below $2K ETH price gives signal on where Ether may go — https://cointelegraph.com/news/large-demand-zone-below-dollar2k-eth-price-gives-signal-on-where-ether-may-go?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- What to expect at CoinDesk’s Consensus Hong Kong 2026 — https://www.coindesk.com/business/2026/02/10/what-to-expect-at-coindesks-consensus-hong-kong-2026
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