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Latest Market Trends Update: 2026-02-02

## 2026๋…„ 2์›” 2์ผ ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ ๋ณ€๋™ ๋ถ„์„

์˜ค๋Š˜ ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ์€ $76,436์œผ๋กœ, 24์‹œ๊ฐ„ ๋™์•ˆ 2.27% ํ•˜๋ฝํ–ˆ๋‹ค. ํ•˜๋ฝ์„ธ์˜ ์›์ธ์„ ์ œ๊ณต๋œ ๋‰ด์Šค ๊ธฐ์‚ฌ๋“ค์„ ์ค‘์‹ฌ์œผ๋กœ ๋ถ„์„ํ•ด๋ณธ๋‹ค.

### 1. ์•”ํ˜ธํ™”ํ ๊ด€๋ จ ๋‰ด์Šค ๋ถ„์„

* **์–‘์ž ์œ„ํ˜‘ (Quantum Threat):** ์ด๋”๋ฆฌ์›€ ์žฌ๋‹จ์ด leanVM ๋ฐ PQ ์„œ๋ช…์„ ํ†ตํ•ด ๋ณด์•ˆ์„ ๊ฐ•ํ™”ํ•œ๋‹ค๋Š” ์†Œ์‹์€ ์žฅ๊ธฐ์ ์œผ๋กœ ์•”ํ˜ธํ™”ํ ์ƒํƒœ๊ณ„์— ๊ธ์ •์ ์ด์ง€๋งŒ, ๋‹จ๊ธฐ์ ์œผ๋กœ๋Š” ์‹œ์žฅ์— ๋ถˆํ™•์‹ค์„ฑ์„ ์•ผ๊ธฐํ•  ์ˆ˜ ์žˆ๋‹ค. ์ƒˆ๋กœ์šด ๊ธฐ์ˆ  ์ ์šฉ์— ๋Œ€ํ•œ ์šฐ๋ ค์™€ ๋ณ€ํ™”์— ๋Œ€ํ•œ ์ ์‘ ๊ธฐ๊ฐ„ ๋“ฑ์ด ํ•˜๋ฝ ์š”์ธ์œผ๋กœ ์ž‘์šฉํ•  ์ˆ˜ ์žˆ๋‹ค.
* **๋งˆ์ดํด ์„ธ์ผ๋Ÿฌ์˜ ์ถ”๊ฐ€ ๋งค์ˆ˜ ์‹ ํ˜ธ:** ๋งˆ์ดํด ์„ธ์ผ๋Ÿฌ๊ฐ€ ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ถ”๊ฐ€ ๋งค์ˆ˜๋ฅผ ์‹œ์‚ฌํ–ˆ๋‹ค๋Š” ์ ์€ ์žฅ๊ธฐ ํˆฌ์ž์ž๋“ค์—๊ฒŒ๋Š” ๊ธ์ •์ ์ธ ์‹ ํ˜ธ๋กœ ์ž‘์šฉํ•  ์ˆ˜ ์žˆ๋‹ค. ํ•˜์ง€๋งŒ, ํ˜„์žฌ ๊ฐ€๊ฒฉ์ด $78,000์—์„œ $76,436๊นŒ์ง€ ํ•˜๋ฝํ•œ ๊ฒƒ์„ ๊ณ ๋ คํ•˜๋ฉด, ์„ธ์ผ๋Ÿฌ์˜ ๋งค์ˆ˜ ์‹ ํ˜ธ๊ฐ€ ์ฆ‰๊ฐ์ ์ธ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์œผ๋กœ ์ด์–ด์ง€์ง€๋Š” ๋ชปํ•˜๊ณ  ์žˆ์Œ์„ ์•Œ ์ˆ˜ ์žˆ๋‹ค.
* **$75,000 ์ดํ•˜ ํ•˜๋ฝ ๋ฒ ํŒ… ์ฆ๊ฐ€:** ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ์ด $75,000 ์ดํ•˜๋กœ ํ•˜๋ฝํ•  ๊ฒƒ์ด๋ผ๋Š” ๋ฒ ํŒ…์ด ์ฆ๊ฐ€ํ–ˆ๋‹ค๋Š” ๊ฒƒ์€ ์‹œ์žฅ ์ฐธ์—ฌ์ž๋“ค์˜ ํ•˜๋ฐฉ ์••๋ ฅ์ด ์ปค์ง€๊ณ  ์žˆ๋‹ค๋Š” ๊ฒƒ์„ ์˜๋ฏธํ•œ๋‹ค. ์ด๋Ÿฌํ•œ ์‹ฌ๋ฆฌ๋Š” ์‹ค์ œ ๋งค๋„์„ธ๋กœ ์ด์–ด์ ธ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์„ ๋ถ€์ถ”๊ธธ ์ˆ˜ ์žˆ๋‹ค.
* **$50,000 ์ดํ•˜ ์ „๋ง:** ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ์ด ๊ณผ๊ฑฐ ํ•˜๋ฝ์žฅ ํŒจํ„ด์„ ๋”ฐ๋ผ $50,000 ์ดํ•˜๋กœ ํ•˜๋ฝํ•  ๊ฒƒ์ด๋ผ๋Š” ์ „๋ง์€ ์‹œ์žฅ ์‹ฌ๋ฆฌ๋ฅผ ์œ„์ถ•์‹œํ‚ค๊ณ  ํˆฌ์ž์ž๋“ค์˜ ๋ถˆ์•ˆ๊ฐ์„ ์ฆํญ์‹œํ‚ฌ ์ˆ˜ ์žˆ๋‹ค.
* **์ฆ‰๊ฐ์ ์ธ ๋งŒ์กฑ ์ถ”๊ตฌ:** ์ฆ‰๊ฐ์ ์ธ ๋งŒ์กฑ์„ ์ถ”๊ตฌํ•˜๋Š” ์‹ฌ๋ฆฌ๊ฐ€ ๋น„ํŠธ์ฝ”์ธ ์‹œ์žฅ์˜ ํ™œ๋ ฅ์„ ์ €ํ•ดํ•œ๋‹ค๋Š” ๋ถ„์„์€ ๋‹จ๊ธฐ์ ์ธ ํˆฌ์ž ์‹ฌ๋ฆฌ๊ฐ€ ๊ฐ•ํ•ด์ง€๋ฉด์„œ ๋ณ€๋™์„ฑ์ด ์ปค์ง€๊ณ , ์žฅ๊ธฐ์ ์ธ ํˆฌ์ž ๊ด€์ ์ด ์•ฝํ™”๋˜๋Š” ํ˜„์ƒ์„ ์„ค๋ช…ํ•ด์ค€๋‹ค.
* **Binance ์ฑ…์ž„๋ก :** $190์–ต ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ์˜ ์†์‹ค์„ ์•ผ๊ธฐํ•œ ๋น„ํŠธ์ฝ”์ธ ํญ๋ฝ์— ๋Œ€ํ•ด Binance์— ์ฑ…์ž„์„ ๋Œ๋ฆฌ๋Š” ๋ถ„์œ„๊ธฐ๋Š” ์‹œ์žฅ ์ „์ฒด์— ๋Œ€ํ•œ ์‹ ๋ขฐ๋„๋ฅผ ๋–จ์–ด๋œจ๋ฆฌ๊ณ , ํˆฌ์ž ์‹ฌ๋ฆฌ๋ฅผ ์•…ํ™”์‹œํ‚ฌ ์ˆ˜ ์žˆ๋‹ค.
* **IBIT ํˆฌ์ž์ž ์ˆ˜์ต๋ฅ  ๊ฐ์†Œ:** ๋น„ํŠธ์ฝ”์ธ ๋งค๋„์„ธ๋กœ ์ธํ•ด IBIT ํˆฌ์ž์ž๋“ค์˜ ์ˆ˜์ต๋ฅ ์ด ๊ฐ์†Œํ–ˆ๋‹ค๋Š” ์†Œ์‹์€ ํˆฌ์ž์ž๋“ค์˜ ์†์‹ค ์šฐ๋ ค๋ฅผ ์ฆํญ์‹œํ‚ค๊ณ , ์ถ”๊ฐ€์ ์ธ ๋งค๋„ ์••๋ ฅ์œผ๋กœ ์ด์–ด์งˆ ์ˆ˜ ์žˆ๋‹ค.
* **์—˜๋ฆฌ์ž๋ฒ ์Šค ์›Œ๋ Œ์˜ ๊ฒฝ๊ณ :** ์—˜๋ฆฌ์ž๋ฒ ์Šค ์›Œ๋ Œ ์ƒ์›์˜์›์ด ํŠธ๋Ÿผํ”„์˜ ์•”ํ˜ธํ™”ํ ๊ฑฐ๋ž˜์— ๋Œ€ํ•ด ๊ฒฝ๊ณ ํ•œ ๊ฒƒ์€ ๊ทœ์ œ ๋ถˆํ™•์‹ค์„ฑ์„ ๋†’์ด๊ณ , ๊ธฐ๊ด€ ํˆฌ์ž์ž๋“ค์˜ ์ฐธ์—ฌ๋ฅผ ๋ง์„ค์ด๊ฒŒ ํ•  ์ˆ˜ ์žˆ๋‹ค.
* **'๋” ์˜ค๋ Œ์ง€':** ์‚ฌ์ผ๋Ÿฌ๊ฐ€ ๋น„ํŠธ์ฝ”์ธ ๊ธ‰๋ฝ๊ณผ ๋ ˆ๋ฒ„๋ฆฌ์ง€ ์†Œ๋ฉธ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ๋งค์ˆ˜ ์‹ ํ˜ธ๋ฅผ ๋ณด๋‚ธ ๊ฒƒ์€ ๊ธ์ •์ ์ธ ์š”์†Œ์ด์ง€๋งŒ, ์‹œ์žฅ ์ „๋ฐ˜์˜ ๋ถ€์ •์ ์ธ ๋ถ„์œ„๊ธฐ๋ฅผ ์••๋„ํ•˜๊ธฐ์—๋Š” ์—ญ๋ถ€์กฑ์ธ ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.

### 2. ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ ๋ฐ ์ฃผ์‹ ๊ด€๋ จ ๋‰ด์Šค ๋ถ„์„

* **Nancy Pelosi์˜ ๋””์ฆˆ๋‹ˆ ์ฃผ์‹ ๋งค๋„:** Pelosi์˜ ๋””์ฆˆ๋‹ˆ ์ฃผ์‹ ๋งค๋„๋Š” ๊ฐœ๋ณ„ ์ฃผ์‹์— ๋Œ€ํ•œ ๋‰ด์Šค์ด๊ธฐ๋Š” ํ•˜์ง€๋งŒ, ํˆฌ์ž ์‹ฌ๋ฆฌ์— ๊ฐ„์ ‘์ ์œผ๋กœ ์˜ํ–ฅ์„ ๋ฏธ์น  ์ˆ˜ ์žˆ๋‹ค. ์‹œ์žฅ ์ „๋ฐ˜์˜ ๋ถˆ์•ˆ๊ฐ์„ ๋ฐ˜์˜ํ•˜๋Š” ์‹ ํ˜ธ๋กœ ํ•ด์„๋  ์ˆ˜ ์žˆ๋‹ค.
* **๊ธฐ์ˆ ์ฃผ ์–‘๊ทนํ™”:** ๊ธฐ์ˆ ์ฃผ ์‹ค์  ๋ฐœํ‘œ ์ดํ›„ ์–‘๊ทนํ™” ํ˜„์ƒ์ด ์‹ฌํ™”๋˜๊ณ  ์žˆ๋‹ค๋Š” ๋ถ„์„์€ ํˆฌ์ž์ž๋“ค์˜ ์˜ฅ์„ ๊ฐ€๋ฆฌ๊ธฐ๋ฅผ ์ด‰์ง„ํ•˜๊ณ , ํŠน์ • ์ข…๋ชฉ์— ๋Œ€ํ•œ ์ง‘์ค‘ ํˆฌ์ž๋ฅผ ์•ผ๊ธฐํ•  ์ˆ˜ ์žˆ๋‹ค. ๋น„ํŠธ์ฝ”์ธ์„ ํฌํ•จํ•œ ์•”ํ˜ธํ™”ํ ์‹œ์žฅ ์—ญ์‹œ ๊ธฐ์ˆ ์ฃผ์™€ ์—ฐ๊ด€์„ฑ์ด ๋†’๊ธฐ ๋•Œ๋ฌธ์— ๊ฐ„์ ‘์ ์ธ ์˜ํ–ฅ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ๋‹ค.
* **์—”๋น„๋””์•„ ๊ด€๋ จ ๊ธ์ •์  ์ „๋ง:** ์—”๋น„๋””์•„์— ๋Œ€ํ•œ ๊ธ์ •์ ์ธ ์ „๋ง์€ ๊ธฐ์ˆ ์ฃผ ์ „๋ฐ˜์— ๋Œ€ํ•œ ํˆฌ์ž ์‹ฌ๋ฆฌ๋ฅผ ๊ฐœ์„ ํ•˜๊ณ , ์œ„ํ—˜ ์ž์‚ฐ์— ๋Œ€ํ•œ ํˆฌ์ž ์„ ํ˜ธ๋„๋ฅผ ๋†’์ผ ์ˆ˜ ์žˆ๋‹ค.
* **๋งˆ์ดํฌ๋กœ์ŠคํŠธ๋ ˆํ‹ฐ์ง€์˜ ๋น„ํŠธ์ฝ”์ธ ์ถ”๊ฐ€ ๋งค์ž…:** ๋งˆ์ดํฌ๋กœ์ŠคํŠธ๋ ˆํ‹ฐ์ง€๊ฐ€ ์ตœ๊ทผ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ๋น„ํŠธ์ฝ”์ธ์„ ์ถ”๊ฐ€ ๋งค์ž…ํ–ˆ๋‹ค๋Š” ์†Œ์‹์€ ์žฅ๊ธฐ์ ์ธ ๊ด€์ ์—์„œ ๊ธ์ •์ ์ธ ์‹ ํ˜ธ๋กœ ์ž‘์šฉํ•  ์ˆ˜ ์žˆ์ง€๋งŒ, ๋‹จ๊ธฐ์ ์ธ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์„ ๋ง‰๊ธฐ์—๋Š” ์—ญ๋ถ€์กฑ์ด์—ˆ๋‹ค.

### 3. ๊ฑฐ์‹œ ๊ฒฝ์ œ ๊ด€๋ จ ๋‰ด์Šค ๋ถ„์„

* **๋ฏธ๊ตญ ์—ฐ์ค€ ๋งคํŒŒ์  ์ธ์‚ฌ ๋ฐœ์–ธ:** ๋ฏธ๊ตญ ์—ฐ์ค€์˜ ๋งคํŒŒ์  ์ธ์‚ฌ ๋ฐœ์–ธ์œผ๋กœ ์ธํ•ด ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ์ด ํญ๋ฝํ–ˆ๋‹ค๋Š” ๋ถ„์„์€ ๊ธˆ๋ฆฌ ์ธ์ƒ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์•„์ง€๋ฉด์„œ ์œ„ํ—˜ ์ž์‚ฐ์— ๋Œ€ํ•œ ํˆฌ์ž ์‹ฌ๋ฆฌ๊ฐ€ ์œ„์ถ•๋˜์—ˆ์Œ์„ ์‹œ์‚ฌํ•œ๋‹ค.

### ๊ฒฐ๋ก 

์˜ค๋Š˜ ๋น„ํŠธ์ฝ”์ธ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์€ ์•”ํ˜ธํ™”ํ ์‹œ์žฅ ์ž์ฒด์˜ ๋ถˆ์•ˆ์ •์„ฑ, ๊ฑฐ์‹œ ๊ฒฝ์ œ ํ™˜๊ฒฝ์˜ ๋ถˆํ™•์‹ค์„ฑ, ๊ทธ๋ฆฌ๊ณ  ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์˜ ์œ„ํ—˜ ํšŒํ”ผ ์‹ฌ๋ฆฌ๊ฐ€ ๋ณตํ•ฉ์ ์œผ๋กœ ์ž‘์šฉํ•œ ๊ฒฐ๊ณผ๋กœ ๋ถ„์„๋œ๋‹ค. ํŠนํžˆ, ์–‘์ž ์œ„ํ˜‘, $50,000 ์ดํ•˜ ์ „๋ง, Binance ์ฑ…์ž„๋ก  ๋“ฑ ์•”ํ˜ธํ™”ํ ์‹œ์žฅ์— ๋Œ€ํ•œ ๋ถ€์ •์ ์ธ ๋‰ด์Šค๋“ค์ด ํˆฌ์ž ์‹ฌ๋ฆฌ๋ฅผ ์œ„์ถ•์‹œํ‚ค๊ณ  ๋งค๋„์„ธ๋ฅผ ๋ถ€์ถ”๊ธด ๊ฒƒ์œผ๋กœ ๋ณด์ธ๋‹ค.

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Decrypt Feed โ€ข 1์‹œ๊ฐ„ ์ „

Will Artificial Intelligence Save Humanityโ€”Or End It?

A debate featuring prominent transhumanists and futurists revealed deep divides over whether AGI can be made safe, or will inevitably threaten human survival.

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The Hong Kong lawmaker and Web3 advocate said common law, open capital flows and ties to southern China give the city a unique role in global crypto markets.

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The Ethereum founder claims his strategy of betting against extreme market sentiment "usually makes money" on Polymarket.

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Based on dollar-weighted flows, aggregate returns for investors in BlackRockโ€™s iShares Bitcoin Trust have turned negative following Bitcoinโ€™s recent sell-off.

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CoinDesk RSS โ€ข 5์‹œ๊ฐ„ ์ „

Hints of progress: State of Crypto

The White House is meeting folks, Congress advanced a bill and key regulators are back to joint press appearances.

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Society is experiencing a shift toward gambles that offer rapid feedback and immediate stimulation over long-term investment.

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This surge in demand for lower-strike puts contrasts with the post-Trump-election pattern of enthusiasm for high-strike calls.

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Strategyโ€™s ability to fund a large bitcoin purchase appears limited after a weak performance for the price of its common and preferred shares.

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Earlier in January, the Ethereum Foundation formally elevated post-quantum security to a strategic priority, creating a dedicated Post-Quantum team.

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The Sheikh has pushed to buy high-powered AI chips from the U.S. for a startup that he owns, and secured the chips months after acquiring the stake.

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Holders with large troves of unreported crypto held offshore are rightly getting nervous about new and invasive tax-reporting regimes.

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๋น„ํŠธ์ฝ”์ธ 8๋งŒ ๋‹ฌ๋Ÿฌ ์•„๋ž˜: ์•”ํ˜ธํ™”ํ ์‹œ์žฅ์—์„œ ๋ฌด์Šจ ์ผ์ด ์žˆ์—ˆ๋‚˜  Traders Union

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CoinTelegraph RSS โ€ข 14์‹œ๊ฐ„ ์ „

Step Finance treasury breach leads to $27M in losses, STEP crashes 90%

Solana-based DeFi platform Step Finance disclosed a treasury wallet breach that saw over $27 million in SOL moved onchain, sending its STEP token down more than 90%.

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CoinTelegraph RSS โ€ข 14์‹œ๊ฐ„ ์ „

Sam Bankman-Fried turns up Trump support following Ellisonโ€™s release

FTX founder Sam Bankman-Fried said US president Donald Trump was โ€œright on cryptoโ€ and that Joe Biden โ€œbungled cryptoโ€ in a series of recent X posts.

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CoinDesk RSS โ€ข 15์‹œ๊ฐ„ ์ „

Single trader just lost $220 million as ether plunged 10%

A massive ETH liquidation on Hyperliquid led a leverage-driven wipeout that pushed total crypto liquidations past $2.5 billion in 24 hours.

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CoinDesk RSS โ€ข 15์‹œ๊ฐ„ ์ „

Tom Leeโ€™s BitMine sits on $6 billion loss from ether bets

The firmโ€™s recent ETH purchases came just ahead of a sharp market slide, pushing unrealized losses past $6 billion as liquidity thinned and liquidations picked up.

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CoinTelegraph RSS โ€ข 17์‹œ๊ฐ„ ์ „

Bitcoin's price may have seen 'deepest pullback' at $77K: Analyst

Bitcoin advocate and accountant Rajat Soni warned, โ€œNever trust a weekend pump or dump,โ€ as Bitcoin plunged and over $2 billion was wiped from the crypto market.

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