A growing shortage of rare earth elements is impacting suppliers to U.S. aerospace and semiconductor companies, according to industry insiders cited by Reuters. According to Jin10, two suppliers have already declined some customer orders due to the scarcity. The shortage primarily affects yttrium and scandium, lesser-known members of the 17-element rare earth family, which play crucial roles in defense technology, aerospace, and semiconductor sectors. Kevin Michaels, an aerospace supply chain expert, noted that while the yttrium shortage has not yet disrupted jet engine production, manufacturers remain concerned. Dylan Patel, founder and CEO of semiconductor research firm SemiAnalysis, warned that U.S. semiconductor manufacturers are running low on scandium, posing a risk to the production of next-generation 5G chips.

Indian Prime Minister Narendra Modi has extended an invitation to Israeli companies to invest in India, highlighting the potential for economic collaboration between the two nations. According to Jin10, Modi emphasized the benefits of Israeli investment in India's growing market, aiming to strengthen bilateral ties and enhance economic growth. The initiative is part of India's broader strategy to attract foreign investment and foster international partnerships. Modi's call for investment underscores India's commitment to creating a conducive environment for global businesses, particularly in sectors where Israeli companies have expertise. This move is expected to bolster economic relations and contribute to India's development goals.

A former CIA officer has proposed a three-wallet strategy to enhance asset security. According to Bitalk News, the strategy involves using three distinct wallets: one for everyday transactions and small expenses, another dedicated to high-risk operations, and a third solely for receiving and transferring assets without any authorizations or operations. This approach aims to separate high-risk activities from valuable assets, ensuring that any potential mistakes do not affect the wallet holding the most valuable assets.

Quantitative trading firm Jane Street was recently sued in the Southern District of New York federal court over the Terra ecosystem collapse, accused of using undisclosed information to avoid potential losses of over $200 million before the Terra/Luna crash in May 2022. The plaintiff alleges that it obtained crucial non-public information through communications with Terraform Labs' engineering and business teams and conducted large-scale transactions before the UST liquidity migration. Jane Street denies the allegations, calling the lawsuit "unfounded accusations." The complaint discloses that after Terraform withdrew 150 million UST from Curve3pool on May 7, 2022, related addresses quickly withdrew 85 million UST from the same pool, causing a liquidity imbalance. The Terra ecosystem subsequently collapsed within a week, wiping out approximately $40 billion in market capitalization. The report also points out that Jane Street had previously been subject to a 105-page enforcement filing by the Securities and Exchange Commission of India, accusing it of using structural advantages to obtain abnormal gains in the local market. The case currently involves 13 charges, including insider trading, securities fraud, and violations of the Commodity Exchange Act; some details remain sealed. (Forbes)

In short: No single AP is explicitly suppressing the price of Bitcoin. What the AP structure can suppress is the integrity of the price discovery mechanism itself.

Uniswap's governance is evaluating a proposal to implement protocol fees on eight additional chains and automate fee collection across all v3 pools. According to NS3.AI, this initiative has the potential to generate an estimated $27 million in additional annualized revenue. As the proposal gains traction, UNI's price has surged by 15%, indicating growing investor confidence.

Bitcoin’s structure is quietly improving beneath the surface. On-chain data shows that whales are no longer aggressively distributing, while U. S. spot demand is beginning to recover, a combination that historically appears during bottoming phases rather than market tops source: https://www.ethnews.com/crypto-whales-signal-possible-market-bottom-here-is-why/

The UK's leading banks are opposing a regulatory proposal aimed at enhancing lending by reducing their capital requirements. Bloomberg posted on X, highlighting that this resistance raises concerns about the effectiveness of the initiative designed to stimulate economic growth. The banks argue that maintaining higher capital levels is crucial for financial stability, despite the potential benefits of increased lending. This stance presents a challenge to regulators seeking to balance economic growth with financial security.

Stripe's co-founders have highlighted the urgent need for blockchain infrastructure to scale significantly to accommodate the transaction demands driven by AI agents. According to NS3.AI, current blockchain systems like Internet Computer Protocol and Solana are capable of handling transaction speeds above 1,000 transactions per second (TPS). However, this is far below the anticipated requirement of 1 million to 1 billion TPS as AI agents continue to evolve. The co-founders' letter emphasizes the potential consequences of blockchain limitations, including significant payment delays and increased fees, as transaction volumes are expected to rise sharply. The evolving capabilities of AI agents necessitate a robust and scalable blockchain infrastructure to ensure efficient and timely processing of transactions.

1. Meteora co-founder responds to insider trading allegations: a risk control mechanism has been established, and the company was "unaware" of the situation beforehand; 2. The US government profited nearly $20 billion from the Chen Zhi and Zhao Changpeng cases by leveraging its technological hegemony; 3. Monad co-founder: The conspiracy theory that Jane Street suppressed Bitcoin to below $150,000 is untenable; 4. In the "ZachXBT will target someone" event on Polymarket, Axiom's probability is approaching Meteora's, currently reported at 22%; 5. Vitalik sold 16,420 ETH, worth $32.84 million, slightly exceeding the original plan; 6. Glassnode co-founder: The "10 o'clock dumping strategy" mysteriously disappeared after the Jane Street lawsuit was made public; 7. Vitalik continues to sell ETH, accumulating 17,196 ETH, exceeding the original plan by 16,384 ETH; 8. The probability of the "Russia will enter Bilitsk (Ukraine) before February 28" event on Polymarket has increased from yesterday... 11% surged to 97%; 9. The US OCC released proposed rules for implementing the "Genius Act" and solicited public comments; 10. The Supreme People's Court: The next step will focus on combating crimes related to "money laundering" using virtual currencies and underground banks; 11. 11.2 billion PUMPs were transferred from the PUMP core vault-linked wallet to Kraken, accounting for 1.12% of the total supply; 12. A whale's attempt to go long on the ARC attack on the Lighter protocol failed, resulting in a loss of $5.3 million; 13. The CFTC stated that it has the right to regulate illegal activities in prediction market trading; 14. Zhou Hongyi: The US has converted the virtual currencies involved in the case into strategic reserves, and the harvesting behavior has caused secondary losses to the victims; 15. Caixin: It is reported that Chinese regulators are reviewing Jane Street's behavior patterns in the Chinese ETF market; 16. $585 million in short positions were liquidated in the crypto market in 24 hours, the first time in nearly a month and a half that short positions were liquidated more than long positions.

A member of the Bank of Japan's Policy Board, Hajime Takata, expressed approval for the government's efforts to boost economic growth through strategic initiatives and stimulus measures. According to Jin10, Takata emphasized that the Bank of Japan can support these efforts through its own policy measures. The collaboration between government strategies and central bank policies aims to enhance Japan's economic performance.

Critini's report on the global intelligence crisis caused by AI has ignited the market. Circle may be the biggest beneficiary of Critini's report. Coupled with Circle's better-than-expected financial report and the lawsuit against Jane Street, are these factors behind the general rise in the crypto market?

They leverage their speed and scale to manipulate a single market and then profit from it in the derivatives market.

Morgan Stanley will launch direct cryptocurrency trading for retail clients through E*Trade in the first half of 2026, allowing users to buy and sell Bitcoin, Ethereum and Solana. The bank is also building its own crypto custody and settlement platform, while using Zerohash to run the trading, custody and settlement systems at launch.

Bitcoin is rebounding alongside US equities, climbing 3% back above the $66,000 level — but it’s not just the price action that has analysts paying attention.

Artificial Intelligence, AI Agent, Computing Power, Global Intelligence Crisis in 2028? The Real Future Will Be More Cruel Than This Report. Golden Finance, The AGI Era: What Matters Is Not Production, But Distribution.

Nvidia released its Q4 FY2026 earnings report, with revenue exceeding market expectations. The company also provided revenue guidance of $78 billion for the next quarter, surpassing Wall Street expectations. This strong performance helps alleviate market concerns about the sustainability of the overheated AI investment trend.

Artificial intelligence, cryptocurrency, assets, AI agents: How to cope with the impact of AI? Golden Finance: The more advanced AI becomes, the more important it is to safeguard cash and assets.

Stripe's next step is to define the next generation of global business rules.

What regulatory trends in Japan are reflected in the Financial Services Agency's (FSA) shift in attitude? What hurdles does Japan still need to overcome before launching cryptocurrency spot ETF trading, and how will market opportunities and compliance requirements evolve in tandem?