吴说每日精选加密新闻 + 本周宏观指标

WuSaidBlockchainW · 2026-02-09T14:07:22+00:00

In the next 7 days, several tokens will undergo large-scale unlocks, totaling over $278 million. At the same time, Chinese regulatory authorities are guiding some banks to limit holdings of U.S. debt to manage market risks. Strategy and BitMine have respectively increased their holdings of Bitcoin and Ethereum, while South Korea's Financial Supervisory Service plans to investigate virtual asset manipulation activities. This week, focus on U.S. non-farm payroll data and CPI.

WuSaidBlockchainW

2026-02-09 14:07:22

Abstract generation in progress

Large Token Unlocks This Week

In the next 7 days, there will be single large unlocks (unlock amount greater than $5 million) for CONX, AVAX, APT, STRK, and others; and linear large unlocks (daily unlock amount greater than $1 million) for RAIN, SOL, CC, TRUMP, RIVER, WLD, DOGE, and more. The total value of these unlocks exceeds $278 million.

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Bloomberg: Chinese Regulators Guide Some Banks to Limit US Debt Holdings

Recently, Chinese regulatory authorities verbally instructed some large commercial banks to restrict new US Treasury purchases and asked banks with high US debt exposure to gradually reduce their holdings to address concentration risk and market volatility. This guidance does not apply to China’s sovereign foreign exchange reserves, only to commercial banks, and does not specify adjustment scales or timelines. Regulators stated that this move aims to diversify market risk and is unrelated to geopolitical factors or fundamental concerns about US creditworthiness.

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Strategy Announces $90 Million Purchase of 1,142 Bitcoins, Total Holdings 714,644 Bitcoins

Strategy announced it has purchased approximately 1,142 bitcoins for about $90 million, at an average price of approximately $78,815. As of February 8, 2026, Strategy holds a total of 714,644 bitcoins, with a cumulative investment of about $54.35 billion, and an average holding cost of approximately $76,056.

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BitMine Increased ETH Holdings by 40,613 Last Week, Total Holdings 4,325,738 ETH

Ethereum treasury company BitMine increased its ETH holdings by 40,613 coins in the past week. Its total Ethereum holdings now reach 4,325,738 coins, accounting for 3.58% of the total supply, over 72% of its 5% target. As of February 8, BitMine’s total crypto assets, cash, and investments amount to $10 billion, including 2,897,459 ETH staked. Chairman Tom Lee stated that although ETH prices have fallen about 62% from their 2025 high, on-chain transaction volume and active addresses are at all-time highs. Historically, after significant corrections, ETH has rebounded in a V-shape, and the current pullback is seen as a long-term accumulation opportunity.

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Korea Financial Supervisory Service 2026 Plan: Planning Investigation on Virtual Asset Manipulation

On February 9, the Korea Financial Supervisory Service announced its 2026 work plan, which includes planned investigations into high-risk areas of the virtual asset market, such as “whale” manipulation, “fencing” and “horse racing” tactics, API order manipulation, and false information spread on social media. They are developing AI-based text analysis and automatic detection of assets with abnormal rapid price increases. A new task force has been established to prepare the basic law on digital assets, supporting the implementation of phase two legislation, establishing disclosure systems for issuance/trading, and creating licensing review manuals. They also aim to promote differentiated fee management and detailed disclosure for exchanges.

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Wu’s Weekly Macro Indicators & Analysis: US Non-Farm Payrolls, CPI

Summary

Last week, the European Central Bank kept interest rates unchanged, and the US January ADP employment data was below expectations; this week, focus will be on US non-farm payrolls and January CPI data.

Last Week’s Review

US January ADP employment increased by 22,000, below the expected 48,000; previous was 41,000.

The ECB maintained its three key interest rates, in line with market expectations, for the fifth consecutive meeting. The deposit facility rate, main refinancing rate, and marginal lending rate remain at 2%, 2.15%, and 2.40%, respectively.

US initial jobless claims for the week ending January 31 were 231,000, versus an expected 212,000; previous was 209,000.

The Bank of Japan released a summary of opinions from the January monetary policy meeting: some members proposed raising interest rates promptly to address inflation.

US February one-year inflation expectations initial value is 3.5%, versus an expected 4%.

US February University of Michigan Consumer Sentiment Index preliminary reading rose from 56.4 in January to 57.3.

Key Events & Indicators This Week

February 11

US January Unemployment Rate (21:30)

US January Non-Farm Payrolls (in ten-thousands) (21:30)

February 12

US initial jobless claims for the week ending February 7 (in ten-thousands) (21:30)

February 13

US January CPI Year-over-Year (not seasonally adjusted) (21:30)

AVAX-0,32%

APT-1,25%

STRK-0,78%

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