美股三大股指大幅收跌，IBM 创 2000 年以来最大单日跌幅

Wintermute：加密与美股零售资金相关性转负，美股活跃度或成前瞻指标

Wintermute最新报告显示，自2024年底以来，零售资金在加密市场和美股之间的相关性由正转负。美股零售资金流入创纪录，加密市场交投谨慎，山寨币市值回落。报告指出，美股零售交易活跃度是观察加密市场走势的重要指标。

Grayscale：AI冲击科技股之际，区块链或成为长期受益者

Grayscale认为区块链与人工智能是互补的，而非竞争。尽管近期科技股波动导致加密市场承压，区块链的特性使其成为AI经济的重要基础设施。同时，区块链可帮助缓解与AI相关风险，但AI也可能对加密网络带来新挑战。

Circle股价触及90美元，分析师看好稳定币业务多元化增长

Circle 股价因第四季度业绩超预期上涨，最高突破90美元。分析师仍看好其增长潜力，认为Circle在基础设施扩展及新产品开发方面表现良好，预计收入多元化将提升整体盈利能力。

Block裁员约40%，Jack Dorsey推进AI优先战略

金融科技公司Block计划裁员近4000人，员工总数将减至不足6000人。联合创始人Jack Dorsey表示，此举旨在推动公司更扁平化和以AI为核心的结构。尽管财务稳健，重组是应对AI变革的必要措施。受影响员工将获得补偿，裁员后Block股价上涨超过20%。

Block Stock Pops as Jack Dorsey's Bitcoin, Payments Company Dumps 4,000 Jobs

Block Inc plans to cut over 4,000 jobs, reducing its workforce by more than 40% to better align with its strategic priorities. The restructuring is expected to incur up to $500 million in costs, primarily in severance and share-based compensation.

Morgan Stanley 'Absolutely' Plans to Offer Bitcoin Custody, Trading, Yield and Lending: Exec

In brief Morgan Stanley plans to build proprietary Bitcoin custody and trading services for clients. Yield and lending services are also under exploration as part of the crypto roadmap. The bank recently filed to launch Bitcoin, Ethereum, and Solana funds. Wall Street giant Morgan Stanle