港股科網股午後探底回升，美團(03690.HK)漲超10%，京東(09618.HK)漲超3.5%，阿里巴巴(09988.HK)漲超3%，阿里健康(00241.HK)貝殼(02423.HK)、京東健康(06618.HK)等均漲超2%。

Market & Flows • Dormant wallet linked to Clifton Collins moves $35M BTC after 10 years. • Bhutan transfers 519.7 BTC (~$36.75M); still holds 4,453 BTC (~$315.9M). • Bitcoin trades below key level amid geopolitical and Fed uncertainty. • Bitcoin sees rare two-block reorg as Foundry overtakes AntPool and ViaBTC. Institutional & Investment • Ark Invest buys $16M+ Circle shares; stock drops 20% amid stablecoin concerns. • Robinhood approves new $1.5B share buyback program. • Bernstein: Bitcoin likely bottomed; sees 226% upside for Strategy. Corporate & Treasury • Bitmine adds 67,111 ETH (~$145M); remains largest ETH treasury holder. • Hut 8 shifts strategy toward energy infrastructure model. Corporate & Industry Developments • Balancer Labs winding down after $128M exploit and legal risks. • Eureka Labs raises $6.7M seed round (SAFE with token warrants). • Hyperliquid Strategies launches options trading for PURR shares. Regulation & Policy • CFTC forms innovation task force for crypto, AI, and prediction markets. • Stablecoin legislation may restrict rewards, reducing USDC attractiveness. • TD Cowen: prediction market bills unlikely this year; 2028 election key risk. • Kalshi and Polymarket tighten insider trading controls amid Senate scrutiny. Stablecoins & Payments • Tether hires Big Four firm for first full reserves audit. • Circle freezes USDC in 16 wallets linked to suspicious activity. Blockchain & Infrastructure • NYSE partners with Securitize for 24/7 tokenized securities platform. • Zama and T-REX launch privacy layer for tokenized assets targeting institutions. • Silo V3 introduces new liquidation mechanism enabling new collateral types. Products & Trading • BitGo offers OTC prediction market access via Susquehanna partnership. • OKX launches equity perpetual swaps with up to 5x leverage on “Mag 7” stocks. Security & Risk • Resolv gives exploiter 72-hour ultimatum to return 90% of $25M stolen funds.

澳大利亞2月未季調CPI年率 3.7%，預期3.8%，前值3.80%。