Tech Headlines

1. From AI Agents to On-Chain Permission Boundaries: What Is ERC-8004 Changing?

https://news.marsbit.co/20260207174110838879.html

Explain the background, core mechanism, and application value of ERC-8004, a new Ethereum permission standard, noting that it aims to address the long-standing lack in Web3 of fine-grained, verifiable, and manageable on-chain authorization. It upgrades authorization from one-time signatures to a structured permission model that covers subject, action, conditions, validity period, and verification, supporting secure and controllable automated collaboration in scenarios such as DeFi, AI Agents, and RWA.

2. Institutions Launch "Ethereum Digital Dollar," Driving Upgrades to On-Chain Settlement Infrastructure

https://calebandbrown.com/blog/weekly-rollup-february-3-2026/

Institutional-grade financial services are further entering the Ethereum ecosystem, with Fidelity launching a U.S. dollar stable asset based on Ethereum for institutional clearing and on-chain transactions. The project combines bank-grade reserves with smart contract functionality and is seen as an important signal of the convergence of traditional finance and Web3 payment systems.

3. Decentralized Trading Protocol SushiSwap Partners with Solana Ecosystem Aggregation Trading Protocol Jupiter

https://foresightnews.pro/news/detail/97210

According to Foresight News, Sushi Managing Director Alex announced that SushiSwap has reached a partnership with Jupiter and will be integrated on the Solana chain. SushiSwap will support token trading in the Solana ecosystem on February 9 and will also support cross-chain swaps between Solana and EVM networks.

Industry Dynamics

1. The CSRC Releases the "Regulatory Guidelines on the Overseas Issuance of Asset-Backed Securities Tokens Backed by Onshore Assets"

https://www.csrc.gov.cn/csrc/c101954/c7614288/content.shtml

Caixin published an article titled "China Releases Regulatory Framework Allowing Onshore Assets to Issue RWA Overseas," which notes that the overseas issuance of RWAs (real-world asset tokenization) backed by assets within China will no longer be a gray area. Regulators believe that foreign-debt RWAs, equity RWAs, and asset-securitization RWAs should, under the principle of "same business, same risk, same rules," be regulated in accordance with the law and regulations in the same way as the corresponding traditional financing businesses. Therefore, foreign-debt RWAs are classified under the supervision of the NDRC; equity RWAs and asset-securitization RWAs are classified under the supervision of the CSRC. As with traditional overseas financing businesses, overseas RWAs also involve the issue of repatriating funds raised overseas back into China, which is supervised by SAFE. Other forms of RWAs are classified under the CSRC, which will supervise them together with relevant departments according to their respective duties.

In short, foreign-debt RWAs, equity RWAs, asset-securitization RWAs, and other forms of RWAs: the first three correspond respectively to traditional overseas financing businesses in which corporate foreign debt is subject to NDRC review and registration, stock issuance follows "exchange review and CSRC registration," and asset securitization is subject to exchange review, while all situations other than these three are classified as the fourth category.

2. China's Central Bank and Seven Other Agencies' Latest Regulatory Focus: Spotlight on Virtual Currencies and RWA Tokenized-Asset Risks

https://www.pbc.gov.cn/tiaofasi/144941/3581332/2026020619591971323/index.html

Recently, multiple departments jointly issued a notice clarifying that virtual currencies and unauthorized real-world asset (RWA) tokenization–related activities constitute illegal financial activities. It comprehensively prohibits related domestic transactions and intermediary services, and cracks down on overseas illegal services targeting domestic entities.

The notice strengthens central–local coordinated supervision and requires financial, internet, and intermediary institutions not to provide such services. Domestic entities conducting related business overseas must undergo strict approval; violations will be subject to criminal liability, and investors shall bear related losses themselves. The notice takes effect from the date of issuance, replacing the relevant 2021 provisions and reinforcing the financial security defense line.

3. Hong Kong SFC Holds the Third Digital Asset Consultative Panel Meeting: Discussing Plans to Strengthen the Digital Asset Ecosystem

https://www.shujiaowang.cn/home/article/detail?id=998

According to Mars Finance, on February 7, the Hong Kong Securities and Futures Commission held its third Digital Asset Consultative Panel meeting, jointly discussing the future regulatory development of Hong Kong's digital assets with licensed virtual asset trading platforms. The meeting discussed plans to strengthen the digital asset ecosystem, including enhancing the liquidity of licensed virtual asset trading platforms and regulatory measures to further expand the types of products and services. Dr. Eric Yip, Executive Director of Intermediaries at the Hong Kong SFC and Chair of the Digital Asset Consultative Panel, stated that it is crucial to strike a balance between innovation and robust investor protection, and that the SFC will work to promote a prosperous and sustainable digital asset market in Hong Kong, ensuring that regulatory policies are pragmatic, effective, and appropriate.

4. Canada's Investment Industry Regulatory Organization Formally Establishes an Interim Crypto Custody Framework

https://news.marsbit.co/flash/20260204200703847753.html

According to Mars Finance, citing Cointelegraph, the Canadian Investment Regulatory Organization (CIRO) has formally introduced an interim regulatory framework for the custody of cryptocurrencies and tokenized assets. The framework aims to provide regulatory clarity for investment dealers and to protect investors' interests during the development of long-term rules. It sets custody requirements for dealer members operating crypto trading platforms, including caps on custody ratios, specified capital thresholds, and clear reporting obligations. CIRO has introduced a tiered custody model that, based on the proportion of client assets a custodian is permitted to hold, correspondingly increases requirements for capital, insurance, governance, and technical safeguards.

In-Depth Analysis

1. a16z's Latest Report: Why Is Blockchain a Must-Have in the AI Era?

https://news.marsbit.co/20260205140105933654.html

AI's large-scale content generation is making it difficult to distinguish between human and machine identities, leading to rampant impersonation, a trust crisis, and payment bottlenecks. The article argues that blockchain can, through mechanisms such as decentralized proof of personhood, portable agent passports, machine-scale micropayments, and zero-knowledge privacy protection, raise the cost of impersonation, ensure identity uniqueness, support an agent economy, and rebuild trust in human–machine interactions.