没错，正如马斯克所说的，我们需要从更大的画面来看待加密货币。当整个工业与经济被AI重塑，流通环节的法币介入可能已经没有意义。
人类与人工智能的未来也许只需要从价值存储直接到高效的终端智能结算，而全环节都将是数字化、去信任、可验证的。

True.
Once the solar energy generation to robot manufacturing to chip fabrication to AI loop is closed, conventional currency will just get in the way.
Just wattage and tonnage will matter, not dollars. x.com/naval/status/2…

Elon Musk

Twitter

Indeed, as Musk said, we need to look at cryptocurrencies from a broader perspective. When entire industries and economies are reshaped by AI, the involvement of fiat currency in circulation may become meaningless.

The future of humanity and artificial intelligence may simply involve a shift from value storage to efficient, intelligent terminal settlement, with the entire process being digitalized, trustless, and verifiable.

Author | Jeff Park (Chief Information Officer, Bitwise)
Compiled by Odaily Odaily(@OdailyChina)
Translator | Dingdang (@XiaMiPP)
Editor's Note: On February 5th, the cryptocurrency market experienced another sharp drop, with over $2.6 billion liquidated in 24 hours. Bitcoin briefly plummeted to $60,000, but the market seems to lack a clear consensus on the causes of this decline. Jeff Park, CIO of Bitwise, offers a new analytical framework from the perspective of options and hedging mechanisms. [...]

The Black Swan Event Was Actually This: The Real Reason for the Recent Bitcoin Crash

Author | Jeff Park (Chief Information Officer, Bitwise)
Compiled by Odaily Odaily(@OdailyChina)
Translator | Dingdang (@XiaMiPP)
Editor's Note: On February 5th, the cryptocurrency market experienced another crash, with over $2.6 billion liquidated in 24 hours. Bitcoin briefly plummeted to $60,000, but the market seems to lack a clear consensus on the causes of this decline. Bitwise CIO Jeff Park offers a new analytical framework from the perspective of options and hedging mechanisms.
...

The release of this new regulation marks a historic leap in the attitude of Chinese regulators towards virtual assets, shifting from a "complete ban" to a "combination of restriction and guidance."

Article Author & Source: Guofeng Law Firm On February 6, 2026, the "Notice on Further Preventing and Handling Risks Related to Virtual Currencies" (Yinfa [2026] No. 42, hereinafter referred to as "Document No. 42"), jointly issued by eight ministries led by the People's Bank of China, and the "Regulatory Guidelines on the Issuance of Asset-Backed Securities Tokens Overseas by Domestic Assets" (hereinafter referred to as the "Guidelines") simultaneously issued by the China Securities Regulatory Commission, have triggered significant reactions in the legal and financial circles...