alltrending-24htrending-weektrending-monthtrending-year

Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

Trump’s midterm fundraising boosted by AI and crypto heavyweights

|
Donald Trump has raised $429 million for the midterm cycle, with his super PAC holding $304 million—tens of millions more than Democratic counterparts. Major donors include figures and firms from the AI and crypto sectors: OpenAI co‑founder Greg Brockman and his wife gave $25 million; Elon Musk $5 million; crypto exchange Crypto.com $30 million; Blockchain.com $5 million; and Andreessen Horowitz co‑founders Ben Horowitz and Marc Andreessen each $3 million. SIG co‑founder Jeff Yass donated $16 million. Other large contributions came from healthcare, energy, finance and consumer sectors — for example, Extremity Care and affiliates $10 million, energy entrepreneur Kelcy Warren $12.5 million, and private investor Konstantin Sokolov $11 million. The disclosures highlight strong financial backing for Trump from both technology newcomers (AI and crypto) and traditional industry elites, signaling significant fundraising advantages heading into the midterms.
Neutral
Midterm fundraisingCrypto donationsAI sectorPolitical donationsCampaign finance

Operator of Incognito Market Sentenced to 30 Years after $105M Dark‑Web Drug Sales

|
U.S. authorities sentenced 24-year-old Taiwanese national Rui‑Siang Lin (alias “Pharaoh”) to 30 years in federal prison for operating the Incognito Market dark‑web drug marketplace. The Department of Justice says Incognito Market processed more than $105 million in illegal drug sales from October 2020 to March 2024, facilitating over 640,000 transactions for hundreds of thousands of buyers worldwide. Investigators linked Lin to the site through blockchain analysis, undercover purchases and operational security failures such as domain registration records containing his real name and contact details. Prosecutors say the marketplace contributed to at least one death and aggravated the opioid crisis. The case — among the largest dark‑web drug market prosecutions since Silk Road — underlines law enforcement’s continued ability to use blockchain tracing and traditional investigation methods to attribute and prosecute crypto‑facilitated crime. For crypto traders: the ruling reinforces regulatory and enforcement risk around darknet-related crypto flows and highlights continuing scrutiny of privacy tools and mixers, which could influence market sentiment for privacy tokens and services.
Bearish
Incognito Marketdarknetblockchain analysislaw enforcementprivacy tokens

Gold price tops $5,000 as three whales buy XAUT and PAXG

|
After gold surpassed $5,000, three large crypto whales increased holdings in gold-backed tokens XAUT and PAXG, Onchain Lens reports. Wallet 0xf56 spent $8.09 million USDC to buy 1,636.775314 XAUT at an average price of $4,943. Wallet 0xa92 used the equivalent of $6.00 million in WBTC and stETH to acquire 564.27 PAXG and 631.56 XAUT at about $5,020. Wallet 0x09e spent $4.85 million USDT to buy 977 XAUT at roughly $4,961. The purchases signal institutional or large-holder interest in tokenized gold as spot gold rallies; this could increase demand and on-chain liquidity for XAUT and PAXG. Relevant keywords: gold price, tokenized gold, XAUT, PAXG, whales, on-chain buying.
Bullish
goldtokenized goldXAUTPAXGwhale activity

Crypto.com launches US-only CFTC-backed prediction market app OG

|
Crypto.com has spun off its prediction-markets business into a standalone, US-only app called OG, run by Crypto.com Derivatives North America (CDNA), a CFTC-registered exchange and clearinghouse. The move follows rapid growth—CEO Kris Marszalek cited 40x weekly growth over six months—and aims to capture market share in a fast-expanding, regulated event-contracts market. OG will compete with incumbents such as Polymarket and Kalshi (with which Coinbase recently partnered) and positions Crypto.com to offer compliant, derivatives-style prediction products to both retail and institutional users. Industry data cited in coverage show prediction-market volume rising sharply from under $100m/month in early 2024 to multi‑billion levels by 2025, with analysts forecasting revenue growth from roughly $2bn to over $10bn by 2030. Key trader takeaways: OG’s CFTC registration may reduce legal risk relative to unregulated platforms, potentially attracting deeper liquidity and institutional order flow; success will depend on liquidity, market-resolution clarity, UX, and regulatory stability; wider adoption could increase on-chain and off-chain sentiment data useful for short-term trading signals and raise volatility around major events (e.g., elections, macro releases, sports, awards).
Neutral
Prediction MarketsCrypto.comCFTCDerivativesOG platform

Flare Launches Modular Lending for FXRP, Bringing DeFi Yield and Borrowing to XRP

|
Flare has launched a modular lending system for XRP via FXRP, a 1:1 representation of XRP on the Flare network. Built in partnership with Morpho and Mystic under the XRPFi framework, the modular lending product lets FXRP holders deposit into curated yield-bearing vaults, borrow stablecoins or other crypto against FXRP collateral, and loop capital across staking, lending and borrowing. The modular design composes permissionless, actively managed vaults that aim to turn XRP into a productive source of yield, credit and composable strategy while keeping ties to the XRP Ledger. The launch follows recent Flare activity — FXRP listing on Hyperliquid, Fireflight staking, and Spectra yield tokenization — and broader XRPL tokenization projects (including a $280M diamond tokenization backed by Ripple). At the time of reporting XRP traded near $1.59, down ~1.5% over 24 hours amid a wider market downturn. Primary keywords: Flare, FXRP, XRP lending, modular lending, DeFi. Secondary keywords: Morpho, Mystic, XRPFi, yield-bearing vaults, tokenization.
Neutral
FlareFXRPXRPDeFi lendingTokenization

MLB’s NFT Shift: From Speculation to Utility and Fan Engagement

|
Major League Baseball’s NFT strategy has shifted from speculative sales to utility-focused fan engagement. MLB and partners like Candy Digital and Topps launched high-profile NFT drops in 2021, but the crypto crash of 2022 collapsed trading volumes and secondary markets. Candy Digital — backed by Fanatics investors — initially raised large funding and produced one-of-one drops, then pivoted to giving free commemorative NFTs and digital tickets to onboard mainstream fans. Teams experimented with dynamic NFTs (Tampa Bay Rays), game-linked giveaways (Pittsburgh Pirates), and fantasy integration via Sorare (signed 2022), which uses NFT player cards and has grown globally. After layoffs and Fanatics exiting Candy, Futureverse acquired Candy Digital in 2025, bringing 4 million NFTs and 1.5 million accounts and plans to integrate collections into a metaverse platform. Current direction emphasizes utility: dynamic NFTs, tokens unlocking real experiences, fantasy gaming, and metaverse displays rather than static collectibles. Most MLB NFTs lost value post-crash; secondary market activity is minimal except for rare pieces. For traders, this indicates NFTs tied to sports are now more about long-term engagement strategies, platform partnerships (Sorare, Futureverse), and utility-driven tokenomics rather than short-term speculative flips.
Neutral
MLBNFTsSports NFTCandy DigitalSorare

Dusting Attacks Surge After Ethereum Fusaka Upgrade; Stablecoin Transfers Now Impact ~26% of Addresses

|
Dusting attacks using stablecoins have sharply increased following Ethereum’s Fusaka upgrade. On-chain analysis shows stablecoin-based dusting now represents roughly 11% of daily transactions and affects about 26% of active addresses — up from pre-Fusaka rates of ~3–5% of transactions and 15–20% of addresses. Coin Metrics’ deeper dataset (Nov 2025–Jan 2026) identified that 43% of stablecoin balance updates were transfers under $1 and 38% under $0.01, characterizing many as dusting/address-seeding. The Fusaka upgrade reduced L2→L1 data-transfer costs and median ETH transaction sizes, lowering gas expenses and making mass, low-value stablecoin transfers economically viable; one attacker reportedly executed 3 million dust transfers spending only $5.18 in stablecoin, while January address-poisoning losses were flagged at about $740k. While a portion of the increase reflects legitimate micro-transactions, the rise in dusting inflates raw on-chain metrics (transaction counts, active addresses) and complicates analytics, compliance screening, and wallet privacy. Recommended industry responses include wallet-level dust detection, improved filtering by analytics firms, strengthened institutional on-chain hygiene to avoid false positives, user guidance to avoid interacting with unexpected small deposits, and broader deployment of dust-mitigation features. For traders: treat spikes in transaction counts and active-address growth as noisy signals post-Fusaka, adjust analytics to exclude likely dusting activity, and monitor privacy- and security-related developments that could affect user behavior or dApp usage. Keywords: Ethereum, Fusaka upgrade, dusting attacks, stablecoins, wallet privacy, gas fees.
Neutral
EthereumDusting AttacksStablecoinsFusaka UpgradeWallet Privacy

Nevada Sues Coinbase, Seeks Halt to Unlicensed Prediction Markets

|
Nevada’s Gaming Control Board has filed a civil enforcement action against Coinbase Financial Markets, alleging that its prediction-market and event-linked derivatives products amount to unlicensed sports wagering under state law and asking a Carson City court for a temporary restraining order and preliminary injunction to stop sales to Nevada residents. The move follows Coinbase’s U.S. rollout of prediction markets in partnership with Kalshi and comes amid similar state actions targeting crypto-native prediction markets. Separately, a Nevada judge granted a 14-day temporary restraining order against Polymarket operator Blockratize, barring it from offering event-based contracts to Nevada residents while litigation proceeds; a preliminary injunction hearing is scheduled for Feb. 11. Regulators argue these products resemble gambling rather than regulated financial derivatives, citing risks to betting integrity, underage gambling safeguards and consumer protection. Tennessee and other states have taken comparable enforcement steps, requiring platforms to suspend sports-event contracts and refund users. The cases raise a central legal question: whether CFTC oversight of event contracts preempts state gambling laws. Coinbase has sued several state regulators seeking federal rulings that CFTC-regulated venues should be exempt from state gambling statutes. The Nevada actions increase legal uncertainty for prediction markets, likely forcing geofencing, narrower product access, higher compliance costs, and potential market withdrawals — factors traders should monitor for liquidity, product availability and regulatory risk exposure.
Bearish
CoinbasePrediction MarketsNevada Gaming Control BoardRegulatory RiskPolymarket

Ethereum Spot ETFs Post $14.06M Net Inflow; BlackRock’s ETHA Leads After Three-Day Outflows

|
Ethereum spot ETFs recorded a $14.0551 million net inflow on Feb 3 (US ET), marking the first positive day after three consecutive days of outflows, according to SoSoValue. BlackRock’s ETHA led single-day inflows with $42.8535 million, bringing ETHA’s cumulative net inflows to about $12.203 billion. Grayscale’s Ethereum Mini Trust (ETH) added $19.115 million (cumulative $1.646 billion). Fidelity’s FETH saw the largest single-day outflow at $54.835 million but retains cumulative net inflows of $2.586 billion. Total assets under management (AUM) for Ethereum spot ETFs were reported at $13.388 billion, roughly 4.82% of Ethereum’s market capitalization, and cumulative historical net inflows across all Ethereum spot ETFs stood near $11.986 billion. Earlier-week data (Jan 12–16) showed larger weekly flows — $479 million net inflow for the week, led by ETHA ($219 million) and Grayscale’s ETH ($123 million) — and a higher reported AUM of $20.42 billion, reflecting that ETF flows and reported AUM can vary materially across reporting dates. For traders: the Feb 3 inflow interrupts a short streak of outflows and highlights continued institutional rotation among providers (notably strong demand for ETHA), but single-day large outflows from providers such as FETH demonstrate ongoing shifting allocations. This pattern suggests sustained institutional interest in gaining Ethereum exposure via spot ETFs, though inflows are volatile day-to-day. Data source: SoSoValue. This is market information, not investment advice.
Bullish
EthereumSpot ETFETF FlowsBlackRock ETHAFidelity FETH

Nasdaq-listed TIRX to Acquire 15,000 BTC via Equity Deal, Partners on AI–Crypto Lab

|
Insurance broker TIRX (Nasdaq: TIRX) has reached a strategic agreement with an unnamed global digital-asset investor to acquire 15,000 Bitcoin (approximately $1.1 billion) in exchange for equity. The deal also establishes a strategic collaboration focusing on artificial intelligence and cryptocurrency: the partners plan to set up a joint innovation lab to build AI-driven trading and risk-management tools, blockchain infrastructure, decentralized applications, and products across layer-2 networks, DeFi and NFTs. TIRX described the counterparty only as an experienced investor in crypto and technology markets and did not disclose timing, custody arrangements, or settlement mechanics. No investment advice is provided.
Bullish
BitcoinTIRXInstitutional Bitcoin PurchaseAI in CryptoDeFi and NFTs

Base developers roll back propagation change after transactions lost and delayed

|
Base Network experienced transaction loss and packaging delays on January 31 after a change to transaction propagation configuration caused block builders to repeatedly fetch transactions that could not execute due to rapidly rising base fees. The team rolled back the configuration change, validated that network stability was restored, and is implementing measures to prevent recurrence. Planned fixes include optimizing the transaction pipeline, removing unnecessary P2P overhead, and adjusting the mempool queue; these upgrades are expected to take about one month. The team is also improving alarms and change-monitoring during infrastructure deployments. No financial figures or specific timelines beyond the one-month estimate were provided. This incident affected transaction throughput and could have temporarily increased failed or delayed transactions for users and builders on Base.
Neutral
Base Networktransaction propagationmempoolnetwork stabilityinfrastructure upgrade

Cango Mines ~500 BTC in January; to Sell Some BTC to Fund AI and Expansion

|
Cango Inc. (NYSE: CANG) reported January 2026 Bitcoin production and operational results. Severe cold and blizzards in key North American regions caused temporary downtime and reduced average hashrate, but a decline in network difficulty helped offset the impact. The company mined nearly 500 BTC in January and continues to hold a multi-thousand-BTC treasury from prior months. Management (CEO Paul Yu) said Cango will begin selectively selling a portion of newly mined Bitcoin to fund expansion of its AI inference platform, improve mining efficiency and support other near-term growth initiatives — a tactical shift from prior statements that it did not intend to sell holdings. A major shareholder committed additional capital in late December to boost mining efficiency and develop integrated energy and distributed AI compute projects; that funding is expected to close in January 2026. Cango operates more than 40 mining sites across North America, the Middle East, South America and East Africa, runs pilot projects in integrated energy solutions and distributed AI compute, and also operates an online used-car export business. For traders: the update signals operational resiliency despite weather disruptions and a new monetization approach that could increase BTC supply to market in the near term while funding growth in AI and infrastructure.
Neutral
Bitcoin miningCango Inc.BTC productionAI compute fundingMining operations

Tether scales back $20bn funding plan after investor backlash

|
Tether, the issuer of the USDT stablecoin, has retreated from plans to seek up to $20bn in new funding after pushback from investors. The company had explored expanding its capital-raising ambitions but faced resistance over size, terms and timing, prompting it to pare back the proposal. The report cites investor concerns about concentration risk, valuation and market conditions for large-scale private placements. Tether’s decision follows increased scrutiny of stablecoin issuers and heightened investor caution across the crypto sector. While precise details on revised funding targets or new terms were not disclosed, the pullback reduces expectations of a major near-term liquidity influx from Tether into markets. Key implications: Tether’s funding recalibration may ease fears of aggressive balance-sheet expansion, but also signals tighter capital-raising conditions for major crypto firms. Traders should watch USDT supply metrics, Tether disclosures and secondary-market spreads for potential volatility. Primary keywords: Tether, USDT, funding, investor pushback. Secondary/semantic keywords included: stablecoin issuer, capital raise, liquidity, market conditions, investor concerns.
Neutral
TetherUSDTstablecoin fundingcapital raisemarket liquidity

DigiFT and Hines Launch Tokenized Access to $6B+ Institutional Global Real Estate

|
DigiFT, a MAS- and SFC-regulated digital asset exchange for real-world assets (RWAs), has partnered with global real estate manager Hines to tokenise and distribute an indirect interest in a Hines-sponsored global real estate portfolio exceeding US$6 billion. The offering is available only to Accredited, Professional and Institutional Investors and represents one of the first regulated on-chain distributions tied directly to a multi-billion-dollar institutional real estate fund. DigiFT provides licensed issuance, ownership tracking, distribution and secondary market infrastructure while Hines supplies portfolio management and deal origination. The structure preserves existing fund governance and regulatory safeguards while enabling digital issuance, streamlined cross-border distribution to eligible investors and a foundation for compliant secondary transfers. Key figures quoted include Henry Zhang (Founder & Group CEO, DigiFT), Paul Ferraro (Global Head, Private Wealth Solutions, Hines) and Hao Zhan (Head of Asia, Private Wealth Solutions, Hines). DigiFT is positioned as an institutional bridge for tokenized RWAs and lists partners such as Invesco, UBS Asset Management and DBS among clients. The initiative signals broader institutional adoption of tokenization for private market real estate and aims to improve access, efficiency and liquidity for eligible investors without altering underlying fund structures.
Neutral
Real-world assetsTokenizationInstitutional real estateDigiFTHines

ADA volume fading amid accumulation; $0.292–$0.305 base with $0.4234 upside if volume returns

|
ADA (Cardano) shows low 24‑hour volume (~$598M) amid a short-term downtrend; price trades at $0.2954 below the EMA20 with RSI ~33–35. Volume is 15–20% below the prior week’s average, signaling weakening selling pressure and potential accumulation around the $0.2920–$0.3047 value area. Multi‑timeframe (1D/3D/1W) volume clusters mark several supports (notably $0.2951, $0.2819, $0.2685) and resistances ($0.2997, $0.3149, $0.3647). Analysts flag accumulation characteristics (low‑volume declines, rising spot hold ratios, whale addresses holding) but warn of distribution risk if rallies lack volume—recent resistance tests were low‑volume and indicators (Supertrend, MACD) remain bearish. Possible scenarios: a volume‑confirmed breakout above $0.3047 could target $0.4234; a volume‑less breakdown below $0.2685 risks a move to $0.1578. ADA’s moves correlate with BTC: BTC weakness supports accumulation for ADA, while BTC recovery could trigger renewed participation. Recommended risk management: monitor $0.2685 support and use a ~2% stop. This analysis emphasizes volume as the key trigger for bullish confirmation.
Neutral
CardanoVolume AnalysisAccumulationSupport and ResistanceBitcoin Correlation

Aave Labs Drops Avara Brand but Retains Family Infrastructure

|
Aave Labs has retired the Avara brand while keeping the underlying family of infrastructure and services intact. The move removes the Avara name from public materials and branding, but Aave Labs confirmed that key teams, products and developer tools within the Aave ecosystem will continue to operate under other Aave-owned or affiliated labels. The decision appears focused on brand consolidation rather than product shutdowns or layoffs. No major protocol migrations or token changes were announced. Aave Labs framed the change as part of broader organizational simplification to reduce confusion around multiple sub-brands and to streamline developer and user-facing communications. The announcement included assurances that existing integrations and developer tooling tied to the former Avara brand will remain supported during the transition.
Neutral
Aave LabsBrand consolidationDeFi infrastructureDeveloper toolsAvara retirement

Ark Invest Buys BitNile and Circle Stakes, Leaning Into Crypto Dip

|
Ark Invest, led by Cathie Wood, has increased exposure to crypto-related equities during recent market weakness by buying shares in BitNile Holdings and Circle across its actively managed ETFs. The firm previously added to positions in Coinbase and MicroStrategy and continues to favor companies with direct Bitcoin exposure or crypto-adjacent business models such as mining, custody, and stablecoin issuance. Ark’s moves—averaging down on leading crypto stocks and expanding into BitNile (Bitcoin mining/holdings) and Circle (USDC issuer)—signal institutional accumulation amid price weakness and reflect a long-term bet on Bitcoin adoption and tokenized financial services. For traders, this suggests potential support for crypto-adjacent equities, possible correlation with Bitcoin price action, and that Ark’s buying may precede a broader market recovery. Keywords: Ark Invest, Cathie Wood, BitNile, Circle, Coinbase, MicroStrategy, Bitcoin, USDC, crypto equities.
Bullish
Ark InvestCathie WoodCrypto equitiesBitNileCircle/USDC

SOL at Critical $96–$108 Range — Key Levels to Watch for Bounce or Breakdown

|
SOL (Solana) is trading near $99, sitting inside a decisive $96.02 support and $108.27 resistance zone after a 4–5% 24h drop and high $6.1B volume. Technicals show a downtrend: price below EMA20 ($117.60), bearish Supertrend, MACD negative and RSI 28.9 (oversold), implying short-term bounce potential but prevailing bearish momentum. Analysts highlight two scenarios: bullish if daily close holds above $96.02 and breaks $108.27 (confirmation: RSI rising toward 50, MACD crossing positive, rising volume) with targets $120.51 and $145.55; bearish if price breaks below $96.02 with RSI <20, MACD new low and increasing sell volume, targeting $85 then $51.22. SOL is closely correlated with BTC; Bitcoin weakness (support $75,759) could drag SOL into the $80s, while BTC strength above $77,864 would support SOL rallies. Traders should watch daily/4-hour closes, RSI/MACD signals, EMA crossovers, volume anomalies and BTC moves. Risk management and confirmation from multiple timeframes are recommended. This analysis is for informational purposes and not investment advice.
Neutral
SOLSolanatechnical analysissupport and resistanceBitcoin correlation

Fear & Greed Index Signals Recovery as Crypto Sell-Off Eases

|
The Fear & Greed Index has moved from deep fear toward neutral/optimism, suggesting the recent crypto market crash may be nearing its end. Improved risk sentiment coincides with stabilizing prices across major coins, reduced volatility, and increased inflows to spot Bitcoin products. Traders cite indicators such as rising on-chain activity, shrinking funding-rate pressure, and recovering derivatives open interest as signs of demand returning. Market commentators warn that while sentiment metrics and technicals point to a possible relief rally, macro risks (inflation data, central-bank policy) and residual leverage can still trigger reversals. Key takeaways for traders: watch the Fear & Greed Index as a contrarian sentiment gauge, monitor funding rates and open interest for confirmation, use tightened risk management on rebounds, and look for sustained volume and price support above recent local lows before scaling long positions.
Neutral
Fear & Greed Indexmarket sentimentBitcoin inflowsfunding ratesvolatility

rentahuman.ai launches — Claude-based AI agents can hire humans for real-world tasks

|
Crypto developer Alex (AlexanderTw33ts), known for work at UMA Protocol and Across Protocol, launched rentahuman.ai, a marketplace where autonomous AI agents can hire humans to perform physical, real-world tasks. Users list themselves with hourly rates for errands, meeting attendance, photography, signing documents and purchases. The founder reported about 26,000 registrations so far, while the team is actively removing duplicate and fake accounts. The platform was built using Claude-based AI agents and an iterative “vibe coding” method dubbed the “Ralph loop,” which the founder says produced production-ready code. Alex also stated rentahuman.ai will not issue a cryptocurrency token — it is positioned as a pure AI-human service bridge. For crypto traders: the project highlights growing intersections between agentic AI tooling and crypto developer communities, but because there is no token, direct price or market-cap impact on any cryptocurrency is limited. Key SEO keywords: rentahuman.ai, AI agents, Claude AI, gig economy, vibe coding, UMA Protocol.
Neutral
AI agentsrentahuman.aiClaude AIgig economyvibe coding

TRX Shows Accumulation on Low Volume — Key Support $0.2815–$0.2871, Breakout Needs Volume

|
TRX (TRX/USDT) is exhibiting signs of Wyckoff-style accumulation amid a short-term downtrend. Current price trades around $0.28–$0.287 (latest ~ $0.2868). 24-hour volume (~$137M–$164M across reports) is 15–25% below the one-week average, suggesting reduced retail activity and potential whale/institutional accumulation. Volume profile shows a high-volume node (POC/support) around $0.2815–$0.2863 with a low-volume resistance band near $0.2895–$0.2957 (daily resistances also noted at $0.2873, $0.2955, $0.3015). Technical indicators are mixed: price sits below EMA20 (~$0.29), RSI is near oversold (≈36–41), Supertrend and MACD histogram are bearish, but volume divergence favors buyers as up-move volumes exceed down-move volumes and recent declines occurred on lower volume. Whale activity and positive volume delta were reported, supporting the institutional-accumulation thesis. Tactical outlook: cautiously bullish if TRX breaks above $0.2871–$0.2873 with confirmation of rising volume (target near $0.3175–$0.3210 on meaningful volume expansion). Bear case: continued low-volume down moves could push price toward $0.2395; a sharp Bitcoin drop would likely accelerate weakness (monitor BTC support/resistance levels noted in reports). Recommended trader actions: consider long entries near the $0.2815–$0.2863 support band only with volume confirmation and strict stop-loss (suggested stop near ~$0.2706); avoid chasing low-volume rallies. This is market analysis, not investment advice.
Neutral
TRXTechnical AnalysisVolume AccumulationWhale ActivityBitcoin Correlation

Asia leads retail crypto usage; U.S. dominates institutional infrastructure — CoinDesk index

|
CoinDesk Research’s Global Digital Asset Adoption Index ahead of Consensus Miami finds a split crypto market: Asia leads in retail activity—top exchange trading volumes, stablecoin flows and ownership—while the U.S. dominates institutional infrastructure such as exchange-traded products, custody and compliant capital formation. Stablecoins illustrate the divide: in developed markets they serve trading and collateral roles, whereas in emerging markets (notably Latin America) they power remittances, cross-border commerce and inflation hedging, creating steady transaction demand even during price downturns. The report characterizes the market as multipolar, with leadership determined by the specific layer of the crypto stack (retail/trading vs institutional/compliance) rather than geography alone. Key takeaways for traders: (1) expect sustained retail liquidity and trading activity concentrated in Asian venues, (2) anticipate the U.S. to continue attracting institutional inflows via regulated products and custody services, and (3) monitor stablecoin flows and regional use-cases (remittances, commerce, hedging) as indicators of non-speculative transaction demand.
Neutral
Global Digital Asset AdoptionAsia crypto tradingU.S. institutional cryptoStablecoinsConsensus Miami

Tom Lee: BitMine’s $6B Unrealized ETH Loss ‘By Design’ as Firm Doubles Down on Long-Term ETH Treasury

|
BitMine Immersion’s chairman Tom Lee defended the firm’s roughly $6 billion in unrealized losses on its Ethereum (ETH) holdings as an intentional outcome of a long-term ETH treasury strategy. The firm holds about 4.24 million ETH after continued accumulation — roughly 40,000 ETH added before the latest price drop — lowering its average cost to an estimated ~$3,800/ETH while the market price is near ~$2,250/ETH. Lee framed BitMine as an index-style, long-duration ETH vehicle designed to track and “outperform over the cycle,” not a tactical trading fund. BitMine also earns staking revenue (previously estimated at about $164 million annually), which partly offsets drawdowns but does not remove large paper losses in a downturn. Lee warned the market is still in a deleveraging phase that could extend into early 2026 and said current ETH prices are “attractive” given expected L1 on-chain activity growth in 2026. Operationally, BitMine has no debt and has continued aggressive accumulation (e.g., recent 20,000–40,000 ETH buys via counterparties), pushing total holdings above 4.2 million ETH. For traders, the key takeaways are: BitMine’s buying supports long-term ETH demand but its large paper losses highlight downside risk and capital-duration exposure; continued accumulation amid deleveraging could exacerbate short-term volatility; staking revenue provides a modest yield buffer but not a hedge against price drops. Primary keywords: BitMine, Ethereum, ETH, unrealized losses, staking revenue.
Neutral
EthereumBitMineUnrealized LossesStaking RevenueMarket Accumulation

DITO Redirects Blocked Crypto-Exchange Traffic to PAGCOR-Approved Gambling Sites

|
DITO Telecom is routing Filipino users who try to access unregistered cryptocurrency exchanges (examples: Binance, MEXC, Crypto.com) to a bespoke “ACCESS RESTRICTED” warning page that frames those platforms as unlicensed gambling sites. Instead of a standard network or NTC block message (seen on ISPs like Smart and Globe), the DITO landing page displays a PAGCOR-branded notice that warns of scams and lost funds and explicitly promotes PAGCOR-approved online casinos — showing icons for Nustar, PlayTime, WinZir, GGPoker and Lucky Taya and seals for PAGCOR, NTC and CICC. The behavior was reported by web3 entrepreneur Steve Jimenez and documented by BitPinas. The page’s messaging has confused users and drawn attention because it redirects traffic from major crypto exchanges toward licensed gambling platforms, reframing regulatory blocking as a public-safety recommendation. No official statement from DITO, PAGCOR, NTC or the exchanges is cited in the report. Market-relevant facts: affected exchanges named (Binance, MEXC, Crypto.com); ISP involved (DITO Telecom); regulator and agency seals present (PAGCOR, NTC, CICC).
Bearish
DITOPAGCORcrypto exchange blocksPhilippinesinternet censorship

Credit-market stress timing could dictate next Bitcoin accumulation phase

|
Data and market signals indicate the timing of credit-market stress may determine Bitcoin’s next accumulation phase. ICE BofA US corporate option-adjusted spread (OAS) has narrowed to 0.75, the lowest since 1998, even as US federal debt reached $38.5 trillion and the 10-year Treasury yield rose to 4.28%. Historically, when credit spreads widen, BTC tends to bottom within three to six months rather than rebound immediately. Analysts note a divergence between compressed credit spreads and rising macroeconomic pressure, suggesting the market has not fully priced in risk. On-chain flows show increased whale and mid-term holder transfers to exchanges — about 5,000 BTC moved from wallets holding 1,000+ BTC and another ~5,000 BTC from 6–12 month holders — matching December peaks. At the same time, SOPR has fallen to near 1, indicating reduced profit-taking and weakening sell momentum. Forecasts estimate that if Treasury yields keep climbing and credit spreads widen after April, spreads could reach 1.5–2%, potentially triggering a BTC accumulation window from mid-2026 onward. The article highlights key indicators traders should watch: ICE BofA OAS, US 10-year yield, exchange whale inflows, and SOPR. No investment advice provided.
Neutral
BitcoinCredit spreadsMacro economyWhale flowsOn-chain metrics

Report: Most crypto press releases originate from high‑risk or scam projects

|
Chainstory analysed 2,893 crypto press releases issued between June and November 2025 and found 62.5% were linked to high‑risk projects or outright scams. Using multiple independent risk signals (eg, unrealistic yield promises, copy‑pasted websites, doxxing status, unresolved security incidents), Chainstory classified 35.6% of issuers as high‑risk and 26.9% as scams; only 27% were low‑risk. Roughly 74% of releases from risky issuers concerned product updates, exchange listings or trading events and often featured duplicated content and promotional claims. The report warns that low‑cost “shotgun distribution” of press releases can manufacture visibility, bypass editorial checks and be used to manipulate token prices. It cites historical examples — such as the 2021 fake Walmart–Litecoin release and a fake Circle/USDC announcement in late 2025 — and notes parallels with TradFi pump‑and‑dump cases pursued by regulators. For traders, the takeaway is clear: press‑release volume increasingly signals promotion rather than credibility. Traders should treat releases skeptically, verify issuer credibility, rely on on‑chain metrics and independent sources, and be wary of duplicated or repeated announcements as potential manipulation signals.
Bearish
press releasesmarket manipulationcrypto scamsmedia distributionChainstory report

MetaMask Adds 200+ Ondo Tokenized US Stocks, ETFs and Commodities

|
MetaMask has integrated Ondo Finance’s Ondo Global Markets into its mobile wallet, enabling eligible non-US users to hold and transfer more than 200 tokenized U.S. stocks, ETFs and commodity-linked products directly inside the self-custodial wallet. The rollout, live from Feb. 3, 2026, covers major names including Apple, Amazon, Microsoft, NVIDIA and Tesla, plus ETF exposure (eg. QQQ, IWM) and commodity tokens for gold, silver and other materials. Ondo Global Markets, launched Sept 2025 and now over $500m TVL, mints and redeems tokens on traditional market hours while allowing 24/7 transfers across Ethereum, Solana and BNB Chain. The integration removes the need for separate broker accounts for token access, adds DeFi composability for tokenized securities, and aims to reduce settlement bottlenecks seen with traditional brokerages. Ondo has announced plans to scale to thousands of tokenized securities and to build regulatory-ready infrastructure (Ondo Chain) for institutional adoption; key stakeholders quoted include Ondo President Ian De Bode and ConsenSys founder Joe Lubin. For traders: expect expanded on‑chain liquidity for tokenized securities, new arbitrage and access opportunities for non‑US retail and institutional traders, and potential increases in trading volume and cross‑chain flows that could affect tokenized-stock markets and related on‑chain activity.
Bullish
MetaMaskOndo FinanceTokenized StocksTokenized ETFsCross‑chain DeFi

Ozak AI Simulations Predict Up to 510× ROI if Network Matches 2021 AI Token Growth

|
Ozak AI (OZ) growth simulations claim the token could deliver a potential 510× return for buyers at $0.014 if the project’s network expansion replicates the 2021 AI token cycles. The 510× projection would raise OZ to about $7.14, turning a $100 stake into roughly $51,000. Ozak reports over one billion tokens purchased cumulatively worth about $6.1 million and says the token is approaching listing and a possible $1 valuation. Drivers cited include cross-chain functionality, token utility (governance, staking, yield), access to AI Agents and real-time analytics, plus strategic partnerships such as with Meganet to integrate node-based bandwidth sharing and predictive agents for on-chain compute and financial insights. The projection is framed as a simulation based on assumptions about network growth mirroring past AI-token cycles; it is promotional in tone and lacks independent verification. Traders should note the speculative nature of such ROI claims, dependency on market cycles, token listing dynamics, and project execution risks.
Bullish
Ozak AIAI cryptotoken ROIcross-chainpartnerships

Analysts Say Tier‑1 Exchange Listing Could Propel Ozak AI (OZ) Up to 14× in Weeks

|
Analysts expect Ozak AI’s token (OZ) to surge following anticipated listings on tier‑1 exchanges. Current projections claim an initial 71× ROI from a $0.014 presale price to $1 at listing, and a subsequent 14× reprice from $1 to $14 — implying a potential 1,000× gain from the presale price. Support for this bullish outlook includes more than $6.1 million spent to acquire 1.12+ million OZ tokens during presale, planned technical launches (a Dune Analytics presale dashboard and the Ozak Streaming Network) intended to improve transparency and on‑chain data access, and strategic partnerships such as with Openledger to aid AI training and developer projects. Analysts tie the expected repricing to increased visibility and liquidity from tier‑1 listings plus momentum from product launches and alliances. Traders should note projections are speculative: gains depend on actual exchange listings, market conditions, token unlocks, and real adoption of Ozak AI’s technical features.
Bullish
Ozak AIOZExchange ListingPresaleAI Crypto