cb

According to CoinDesk, Brett Guynn, a legal official at the Federal Reserve, stated that there are currently no ongoing central bank digital currency (CBDC) development plans.

According to Jinshi Data, Christopher Wong, a strategist at OCBC Bank in Singapore, stated that as people expect the Middle East conflict to ease and the strength of the dollar has weakened, the safe-haven demand for gold has begun to re-emerge. This further proves that gold has not lost its appeal as a safe-haven asset. It was once pushed out of the market by the dollar, and now that pressure is easing.In the short term, gold prices may continue to be influenced by expectations of the Federal Reserve's policy path, the movement of the dollar, and changes in the geopolitical situation. However, this rebound indicates that price declines may still find support unless real yields rise significantly.

According to market news, European Central Bank Executive Board member Piero Cipollone stated in a speech in Brussels on Monday that for the European tokenized financial market to achieve scalability, stablecoins and tokenized deposits must use tokenized central bank currency as a public settlement anchor. He pointed out that the euro system DLT settlement project Pontes is expected to launch in the early third quarter of 2026, allowing market participants to settle DLT transactions in central bank currency.In addition, the ECB's Appia plan aims to build a blueprint for the European tokenized financial ecosystem by 2028 and calls for feedback from all parties. Cipollone also warned that Europe would face the risk of "building advanced settlement infrastructure on fragmented regulations" if it lacks a unified tokenized legal framework.

According to on-chain analyst Yu Jin's monitoring, "At the beginning of February, a whale/institution invested $500 million to buy the dip in BTC and ETH," and last night, after the market rose, they reduced their holdings by 12,000 ETH and 330 cbBTC, worth $51.79 million.However, the price of ETH has still not returned to their average buy-in price, which means this reduction still counts as a loss: their average cost for ETH is $2,667, and for cbBTC, it is $73,837. The reduction resulted in a loss of $19.66 million. They currently hold ETH and BTC worth $603 million: 138,000 ETH ($326 million) + 3,670 cbBTC ($277 million).

According to on-chain analyst @ai_9684xtpa, a smart money address that previously profited over 98.18 million dollars through ETH trading recharged 330 cbBTC (approximately 24.36 million dollars) to Coinbase at an average price of 73,841.19 dollars one hour ago, which would result in a loss of about 54,000 dollars if sold.This smart money address starting with 0xd458 has accumulated a total of 53,392 ETH and 4,000 cbBTC since February, with a total value of 420 million dollars, and the average purchase prices were 2,318.42 dollars and 74,003.92 dollars, respectively. Its assets once shrank by over 73.65 million dollars.

The U.S. Senate passed a bipartisan housing bill with 89 votes in favor and 10 against, which includes a provision prohibiting the Federal Reserve from issuing central bank digital currency (CBDC). The ban will last at least until the end of 2030, requiring the Federal Reserve not to issue or create CBDC or similar digital assets directly or through intermediaries such as financial institutions. However, the bill's prospects in the House of Representatives remain uncertain.Some lawmakers have raised objections to the provision in the bill that limits the number of homes large institutional investors can hold, which may lead the House to push for a new version of the bill, thereby affecting its progress. Industry insiders have stated that the relevant provisions reinforce the position of private sector-led digital asset innovation and protect financial privacy.

According to Jinshi reports, European Central Bank Governing Council member Kazimir stated that the war in Iran and its impact on inflation may force the European Central Bank to raise interest rates earlier than expected. Although he believes that the current situation is still in a "favorable position," he is concerned that the memory of inflation shocks in the region has lowered the threshold for businesses to raise prices and for consumers to receive wage increases.He pointed out that upside risks dominate the economic outlook and stated that the European Central Bank is ready to take action at any time. The market currently leans towards the belief that interest rates will be raised in September or later.

Investment bank TD Cowen stated that the U.S. Congress may be close to passing legislation to permanently prohibit the Federal Reserve from issuing a Central Bank Digital Currency (CBDC). This move could benefit stablecoin issuers but may also introduce new complexities for cryptocurrency market structure legislation.Last week, U.S. Senator Ted Cruz proposed an amendment in the housing bill "21st Century ROAD to Housing Act," calling for a permanent ban on the Federal Reserve issuing CBDC. The amendment aims to convert the currently effective temporary ban, which lasts until 2030, into a permanent provision. The housing bill is expected to be submitted for a Senate vote as early as this week.Jaret Seiberg, Managing Director of TD Cowen's Washington research department, indicated that the housing bill ultimately submitted for the president's signature is likely to include this ban, and the possibility of a permanent ban is higher than that of a temporary one. Seiberg pointed out that the amendment is primarily aimed at solidifying the current policy stance.The Federal Reserve has repeatedly stated that it will not issue a digital dollar without explicit authorization from Congress. Meanwhile, several U.S. lawmakers have recently co-signed a letter to congressional leadership, urging for a permanent ban on CBDC. Congressman Ralph Norman stated that unlike cash, CBDC could allow the government to track transactions and monitor individual spending behavior, thus a permanent ban is necessary to protect the privacy and freedom of Americans.It is noteworthy that the U.S. House of Representatives passed the "Anti-CBDC Surveillance State Act" last year, which prohibits the Federal Reserve from directly issuing CBDC to individuals. Cruz has also been actively pushing for similar legislation in the Senate.

Gate CBO Kevin Lee recently published an article titled "War, War Never Changes... How Will the Macro Market Move?" regarding the recent situation in the Middle East. He pointed out that geopolitical conflicts themselves do not alter the fundamental operating logic of the market; what truly determines the medium-term direction of assets is the impact of the prolonged conflict on the inflation path and changes in central bank policy orientation.Kevin stated that within hours to days after the outbreak of conflict, crude oil typically experiences significant volatility first, as the market prices in the tail risk of supply disruptions; gold then activates, serving both as a safe haven and an inflation hedge; the stock market faces short-term pressure, with VIX rising rapidly and significant sector divergence.As the situation progresses from several days to two weeks, if energy supply is not continuously damaged, oil prices and risk premiums often retrace, and stocks and crypto assets rebound with the recovery of risk sentiment; however, if high oil prices persist for an extended period, inflation expectations will be systematically elevated, shifting the asset pricing logic from a trading perspective to a macro perspective.The article further emphasizes that what truly changes the trend is not the market reaction on the day of the conflict but the inflation data and policy expectations that gradually emerge weeks later. Over a longer cycle, the market will reprice around the evolution path of inflation, the credibility of monetary policy, and the economic growth outlook. Historical experience repeatedly proves that in high-uncertainty environments, emotional decision-making often comes at a high cost; understanding the transmission sequence and respecting cyclical patterns are key to navigating volatility.

According to market news, European Central Bank President Christine Lagarde is considering stepping down before her term ends in October 2027, so that French President Macron and German Chancellor Merz can reach an agreement on her successor before the French elections in April 2027.A spokesperson for the European Central Bank later responded that Lagarde is "fully focused on her mission and has not made any decisions regarding the end of her term." Lagarde's potential early departure comes at a critical time for the advancement of the digital euro by the European Central Bank. Under her leadership, the European Central Bank has been continuously advancing the preparations for the digital euro and has repeatedly emphasized the need to manage the risks of private digital currencies such as stablecoins within the framework of the EU's Markets in Crypto-Assets Regulation.Lagarde herself has long held a critical stance towards cryptocurrencies like Bitcoin, describing them as "highly speculative," "worthless," and "not backed by any underlying assets." If there is a change in the leadership of the European Central Bank, it could affect the institution's communication focus and priorities regarding the digital euro, stablecoin regulation, and crypto-related payment arrangements, although the overall regulatory direction has already been established at the EU level.

According to market news, the decentralized derivatives exchange Decibel, incubated by Aptos Labs, announced the launch of its protocol-native stablecoin USDCBL before its mainnet goes live this month. This token is issued by Bridge and aims to serve as collateral for on-chain perpetual contracts, retaining the earnings generated from cash and U.S. Treasury reserves within the protocol.Decibel stated that users will need to deposit USDC and exchange it for USDCBL for trading after the launch. The USDCBL reserves are supported by a mix of cash and short-term U.S. Treasury bonds, and the reserve earnings will be used for protocol development and ecosystem building, reducing reliance on trading fees and incentive programs. The foundation emphasized that this move is not "issuing another stablecoin," but positioning USDCBL as a core exchange infrastructure.

According to Cointelegraph, Ray Dalio warned that CBDCs are coming, which will eliminate financial privacy while giving governments the power to tax, seize funds, and cut off the funding sources of political opponents.

According to on-chain analyst Ai Yi (@ai_9684xtpa), a whale address that previously profited $99.22 million from ETH swing trading has accumulated another 2,500 cbBTC in the past 8 hours, worth approximately $182 million.Since February 2, this address has withdrawn a total of 4,000 cbBTC from the Coinbase platform, with an average withdrawal price of $74,003.9. Currently, the address has an unrealized loss of about $2.995 million. Notably, this address has not purchased ETH for 2 consecutive days.

According to on-chain analyst Yu Jin's monitoring, a whale/institution that made a profit of $98.95 million through swing trading has bought another 750 cbBTC ($55.95 million). In the days following the sharp decline, it has purchased $318 million in assets.Currently, this whale/institution holds 83,392 ETH ($204 million) at an average price of $2,450, as well as 1,500 cbBTC ($113 million) at an average price of $75,820. Now it holds a total of 173,000 ETH ($406 million) and 1,500 cbBTC ($113 million), with an unrealized loss of $65.43 million, an average cost of $2,667 for ETH, and an average price of $75,820 for cbBTC.

According to on-chain analyst Ai Yi's monitoring, in the past 8 hours, smart money (0xFB7...e0A3) has made a profit of 99.22 million dollars in ETH, withdrawing 750 cbBTC from Coinbase, with a total value of 55.999 million dollars and an average withdrawal price of 74,665.8 dollars.

According to crypto analyst Yu Jin @EmberCN, in the past 15 hours, an address that previously made a profit of approximately $98.95 million through ETH swing trading has continued to increase its position, adding about 23,000 ETH.In the last 3 days, this address has accumulated purchases worth approximately $262 million in ETH and cbBTC, including 83,392 ETH (approximately $204 million, with an average price of about $2,450) and 750 cbBTC (approximately $57.78 million, with an average price of about $77,040).As of now, this address holds approximately 173,000 ETH (approximately $406 million) and 750 cbBTC (approximately $57.78 million), with an average holding price of about $2,667 for ETH and about $77,040 for cbBTC, resulting in an overall unrealized loss of approximately $55.11 million.

According to on-chain analyst Yu Jin's monitoring, a certain whale/institution that previously made a profit of 98.95 million dollars in ETH trading bought 208 million dollars worth of cbBTC and ETH during the recent market downturn over the past three days. This included the purchase of 60,392 ETH, worth 150 million dollars, at an average price of 2,495 dollars; and the purchase of 750 cbBTC, worth 57.78 million dollars, at an average price of 77,040 dollars. Currently, this entity holds a total of 150,000 ETH, worth 330 million dollars, and 750 cbBTC, worth 57.78 million dollars.

According to Onchain Lens monitoring, a certain whale (0xFB7...e0A3) purchased 14,750 ETH (worth $33.88 million) and 740 cbBTC (worth $56.91 million) from FalconX and Coinbase. Currently, this whale holds a total of 150,572 ETH (worth $336.89 million) and 750 cbBTC (worth $57.12 million).

According to Onchain Lens monitoring, the whale "0xFB7" further purchased 14,750 ETH (worth $33,880,000) and 740 cbBTC (worth $56,910,000) from FalconX and Coinbase. The whale's holdings have reached 150,572 ETH (worth $336,890,000) and 750 cbBTC (worth $57,120,000).