Latest Crypto News | Bitcoin, Ethereum and Altcoin Updates

A Chainstory analysis of 2,893 crypto press releases distributed between June and November found that over 60% originated from projects showing classic red flags or confirmed scam links, while only about 2% were genuinely newsworthy (venture funding or acquisitions). The report details how crypto-focused press-release syndication services and niche outlets allow paid promotional content — product updates, token launches, listing and trading announcements — to appear across many sites with minimal editorial or compliance checks. Chainstory flagged frequent warning signs: undoxxed teams, unrealistic tokenomics, copy‑pasted websites, falsified claims and names appearing on scam blacklists. Distribution services say they cannot fact‑check thousands of submissions and place responsibility on clients. Content breakdown in the sample: ~49% product/feature updates, ~24% listings/trading announcements, ~14% token launches/tokenomics/presales, ~6% events/sponsorships and ~2% funding/financial news. The report warns this pay‑to‑display pipeline creates an illusion of legitimacy, can mislead retail investors and briefly distort markets — citing the 2021 fake Walmart–Litecoin release that pumped LTC about 30% before a rapid reversal. For traders: expect elevated noise around token listings and launches, higher risk of short-term price spikes from promotional/false releases, and continued need for independent due diligence before trading on press‑release driven moves.

Ark Invest increased stakes in crypto-linked public companies — Coinbase, Block Inc., Bullish, Circle and Bitmine — disclosing purchases as Bitcoin and Ether traded below their 200-day moving averages and key long-term trend lines. Filings show roughly $11+ million of buys across those firms, with individual purchases including Bitmine (~$3.25M), Bullish (~$3.46M), Circle (~$2.4M), Block (~$1.77M) and Coinbase (~$0.63M). The trades came amid a broader crypto sell-off: Bitcoin sat below its 100-week and 200-day moving averages and was down year-to-date, while Ether remained far below its all-time high. Market sentiment indicators signalled elevated caution — the Fear & Greed Index was very low and BTC posted few positive days in the past month. Commentary from industry figures highlighted differing views: Bitwise’s CIO labeled the market an extended bear phase since early 2025 due to leverage and profit-taking, while Ark CEO Cathie Wood argued that gold’s rally and disinflation data could presage a multi-cycle Bitcoin upswing. For traders, the purchases suggest institutional accumulation at discounted valuations and could support crypto equities and ETF flows over the medium-to-long term. However, prevailing technicals and risk-off sentiment point to elevated short-term downside risk for BTC and broader tokens. Monitor Ark’s filings and related ETF/stock flows for signs of shifting positioning and watch support levels around BTC’s 100-week and 200-day moving averages for potential trade signals.

Surveyed attendees at the CfC St. Moritz conference report fading enthusiasm for crypto IPOs in 2026 after a record 2025 (11 IPOs raising $14.6bn). The CfC survey of 242 participants found reduced appetite for new crypto listings and rising consolidation risk as traditional financial firms increase involvement — 107 respondents said “TradFi is taking over,” a >50% year‑on‑year rise. Liquidity shortages and the small market size were identified as the top risks. Respondents also flagged improving regulatory environments: the US climbed from last to second in regulatory favorability, while the UAE remained the most favored jurisdiction. CfC CEO Nicolo Stöhr summed up the shift from IPO hype to priorities around infrastructure, liquidity and regulatory credibility. For traders: expect lower primary issuance, heightened M&A/consolidation activity, potential downward pressure on valuations for smaller crypto firms, and increased attention to jurisdictions and on‑chain liquidity metrics.

Rails, an institutional crypto-derivatives provider, has launched an institution-grade on-chain vault on the Stellar network to give brokerages, fintechs and intermediaries a unified back-end for perpetuals markets. The architecture separates centralized trade matching from on-chain custody: Rails operates a centralized matching engine while client collateral is held in audited Stellar smart-contract vaults. Every 30 seconds Rails posts P&L, fees and liabilities as Merkle roots on-chain so counterparties can independently verify balances and reconcile books. The vault design segregates client collateral from market-making and company funds to reduce counterparty and operational risk — a response to past exchange failures tied to pooled custody (eg. FTX). Rails cited Stellar’s fast ~5-second finality, low predictable fees and regulatory-facing track record as reasons for the choice. The firm has processed over $3.4bn in volume to date, is registered with the Cayman Islands Monetary Authority (CIMA) and is beginning registration with the U.S. National Futures Association; it plans to add options trading in Q2 2026. Context: global crypto derivatives volumes remain large (CoinGlass estimated $85.7tn in 2024), highlighting derivatives’ role in price discovery and the systemic risks of high leverage and concentrated venues. Key SEO keywords: Rails, Stellar, on-chain vault, institutional custody, perpetuals markets.

South Korea’s internet-only bank KBank has filed 13 trademark applications for stablecoin wallet services as it prepares for a planned KOSPI listing on March 5, 2026. The KIPRIS-registered filings include names such as KSC Wallet, KSTA Wallet, Kstable Wallet and KBank SC Wallet and are categorized under software for digital currency, cryptocurrency, stablecoins, crypto mining and NFT-related applications. KBank says IPO proceeds will fund expansion of its digital-asset and blockchain initiatives. Institutional book-building runs Feb. 4–10 with retail subscription sessions on Feb. 20 and 23; the bank is conducting investor roadshows in Hong Kong and Singapore. KBank has partnered with blockchain firm BPMG, Thailand’s Kasikornbank and Orbix Technology to develop a Korea–Thailand stablecoin payment service aimed at lowering cross-border fees and supporting daily stablecoin transfers for tourists and Thai workers in South Korea. The bank — Upbit’s sole banking partner since 2020 — has roughly 15 million users. Tension around the listing includes a shareholder contingent compensation: major shareholder BC Card agreed to cover up to 110 billion won if the IPO price falls short of investor return expectations, increasing pressure to achieve a stronger offer price. Key takeaways for traders: KBank’s trademark push signals productisation of stablecoin wallets and payments (a bullish catalyst for institutional stablecoin utility), the Korea–Thailand partnership targets real-world stablecoin remittances (could increase on-chain stablecoin flows), and the IPO timetable plus BC Card’s price support add near-term corporate-finance risk/price-sensitivity to the story.

U.S. spot Bitcoin ETFs saw about $272 million in net outflows on Feb. 3, 2026, while Bitcoin (BTC) traded roughly between $73,000 and $76,000 amid thin liquidity and heightened macro-driven volatility. Data provider SoSoValue and market observers link the BTC outflows to low liquidity and rising sensitivity of Bitcoin to equity-market stress — notably a sharp drop in U.S. software/tech stocks tied to renewed AI-related disruption concerns (including news around Anthropic’s new automation tool). By contrast, spot Ethereum (ETH) ETFs recorded roughly $14 million in net inflows and XRP-related ETFs about $20 million the same day, suggesting rotation within crypto rather than wholesale withdrawals. Analysts interpret ETH inflows as demand for smart-contract and DeFi exposure, and XRP flows as interest in cross-border payment narratives or relative-value trades. Key takeaways for traders: monitor ETF flows (BTC, ETH, XRP) as near-term liquidity signals; expect higher short-term BTC sensitivity to macro and tech-sector headlines; view ETH and XRP fund flows as potential rotation opportunities in risk-off episodes; and watch for recurring tech-sector volatility that could trigger further BTC correlation with equities. This report is informational and not investment advice.

Flare has launched permissionless modular lending markets for XRP through an integration with Morpho, with Mystic as the initial front-end. The system extends Flare’s XRP DeFi (XRPFi) stack—built around FXRP, Spectra, Hyperliquid and Firelight—by enabling FXRP and other assets (FLR, USDT) to be used as collateral in curated, yield-bearing vaults and to borrow supported assets. Modular lending separates markets into configurable components, allowing creators to set market-specific oracle feeds, loan-to-value (LTV) ratios and risk parameters. Each market supports a single collateral and loan asset and can be launched permissionlessly; curated vaults allocate capital across markets according to defined risk/yield goals. The modular design aims to let traders loop capital across staking, lending and borrowing, and to compose permissionless, actively managed vault strategies while maintaining ties to the XRP Ledger. Flare plans additional interfaces (for example the Morpho main app) over time. The launch follows recent Flare activity including FXRP listings and tokenized yield products, and may broaden XRP’s on-chain DeFi utility. Key SEO keywords: Flare, FXRP, XRP, modular lending, Morpho, permissionless lending, yield-bearing vaults, LTV.

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.

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.

USD/CAD fell to about 1.3548 (near 1.3550) after a crude oil rally strengthened the Canadian dollar ahead of the US Non‑Farm Payrolls (NFP) release. WTI rose 2.1% to $84.72, extending a weekly gain of 4.3%, supported by Middle East tensions, OPEC+ production cuts of 2.2 million bpd, a 2.3 million‑barrel draw in US inventories and stronger Chinese manufacturing. Canada exports ~3.8 million barrels daily; higher oil typically boosts GDP and the loonie. Technicals: immediate resistance at the 50‑day MA (1.3580) and recent swing high (1.3620); support at 1.3520 (February low) and 200‑day MA (1.3470). The pair has a ~‑0.78 correlation with WTI over 30 sessions and has fallen ~1.8% for March so far. Markets await the March 2025 NFP (consensus ~210,000 jobs, unemployment 3.8%; avg. hourly earnings +0.3% m/m) — a stronger print could support the USD and delay Fed cuts, while weaker data would favor the loonie. Historical NFP days see average USD/CAD moves of ~0.8%. Interest‑rate divergence remains relevant: BoC paused with overnight rate at 4.25%, Fed funds at 4.50–4.75% with futures pricing ~68% chance of a June 2025 cut. Traders should expect elevated volatility at the NFP release and watch 1.3520/1.3580 for near‑term direction as oil dynamics, employment data and central‑bank signals interact.

EUR/USD is trading in a tight range around the 1.1900 psychological level as markets await the US Non-Farm Payrolls (NFP) report. Traders are avoiding large directional positions ahead of the data, which historically triggers significant volatility in the forex market. Key NFP components monitored by traders include headline job creation, the unemployment rate, and average hourly earnings (wage growth). A stronger-than-expected NFP (job additions above consensus and rising wages) would likely strengthen the US dollar and push EUR/USD lower, potentially breaking support near 1.1850 toward 1.1800. A weaker-than-expected report would likely weaken the dollar, lifting EUR/USD and targeting resistance around 1.1950–1.1980. Technical focus remains on 1.1900 as a confluent support/resistance zone. Analysts warn intraday swings can exceed 100 pips on a notable surprise, with the most intense volatility concentrated in the first 30–60 minutes post-release but with potential to set the medium-term trend depending on implications for Federal Reserve policy. Traders should monitor job additions, unemployment rate, and wage growth, and prepare for rapid repricing and elevated volatility around the NFP release.

South Korea Financial Supervisory Service (FSS) Governor Lee Chan-jin publicly criticized five-minute balance synchronization intervals used by some virtual asset exchanges after a recent Bitcoin distribution error at Bithumb exposed reconciliation risks. Lee called for exchanges to adopt true real-time ledger systems, arguing that five-minute batch updates create a reconciliation window susceptible to errors and manipulation. The FSS links current shortcomings to the industry’s reliance on self-regulation and says technical infrastructure standards will be a focus in the second phase of virtual asset legislation. Implementing real-time sync presents technical challenges—exchange internal ledgers must match on-chain holdings despite blockchain confirmation delays—but several exchanges and technology providers already use continuous audit and stream-processing approaches. Regulators plan a phased rollout: framework/specs (2025), pilots at major exchanges (2026), and full compliance (2027) — though final timing will depend on rulemaking by the Financial Services Commission. The development aligns South Korea with international moves (Japan, Singapore, EU) toward real-time monitoring to reduce operational risk and increase market integrity. Key keywords: real-time synchronization, exchange balance sync, Bithumb error, FSS, South Korea regulation.

Grayscale research head Zach Pandl says Bitcoin is undergoing a role shift — its correlation with gold has dropped while its 30‑day rolling correlation with software tech ETF (IGV) reached 0.73. The report argues Bitcoin currently behaves more like a high‑risk growth asset than a safe haven, a trend amplified by institutional inflows through spot ETFs that tie BTC to traditional markets. When macro risk rises, institutions tend to sell volatile assets like Bitcoin rather than treat them as refuge. Analysts note AI‑driven disruption to software firms can spill over to BTC because the market increasingly views Bitcoin as part of the digital‑economy growth cohort. Grayscale still remains constructive long term, framing the current phase as a maturation period: Bitcoin’s 17‑year history contrasts with gold’s millennia, so transient high correlation with tech and volatility are part of its evolution. Key figures and data: Zach Pandl (Grayscale), 30‑day BTC–IGV correlation = 0.73, Bitcoin age = ~17 years. Traders should note higher beta behavior, ETF‑driven flows, and sensitivity to tech/AI news when positioning for short‑term risk, while Grayscale expects BTC to trend toward a long‑term store‑of‑value role as digitization continues.

Stripe has rolled out a preview of a new payments feature designed for machine and AI agents, enabling programmatic payments using USDC and integrating the X.402 standard. The announcement was shared by Circle CEO Jeremy Allaire on X. The feature targets automated workflows where software agents (including AI services) can initiate and receive payments on behalf of users or systems, leveraging USDC’s stablecoin rails. Integration of the X.402 standard suggests Stripe is adopting a protocol aimed at standardized machine-to-machine payment flows. No launch date, pricing details or full technical documentation were provided in the announcement. This move signals deeper collaboration between payment infrastructure providers and the stablecoin ecosystem, and may accelerate adoption of on-chain stablecoin payments in commercial and AI-driven applications.

Bitcoin dropped below the psychological $69,000 level and was trading around $68,968 on Binance USDT, prompting increased trading activity during Asian hours. Analysts noted heightened volume, mixed exchange flows, recent mining difficulty adjustments, and shifting derivatives open interest and funding rates. Technicals show short-term RSI leaning toward oversold while longer-term charts remain neutral; immediate support sits near $68,000 with resistance around $70,500. Network fundamentals remain strong — hash rate near all-time highs, steady transaction and Lightning Network growth — suggesting the move is largely a short-term price adjustment within historical volatility norms (current average daily move ~±3.5%). Drivers cited include broader market volatility, regulatory announcements, and macro data (inflation/interest-rate expectations). Institutional holdings appear stable and custody activity showed no mass withdrawals. Traders should watch liquidity clusters, order-book depth, funding rates and derivatives open interest for short-term trade signals, while longer-term investors may view this as consolidation amid robust on-chain fundamentals.

China’s Consumer Price Index (CPI) and Producer Price Index (PPI) are published by the National Bureau of Statistics around the 9th–10th of each month at 09:30 Beijing Time (01:30 GMT). These monthly inflation gauges—CPI measuring retail prices and PPI measuring factory-gate prices—are closely watched by forex traders because PPI often precedes CPI and signals industrial demand. Strong Chinese PPI/CPI prints typically point to higher demand for Australian commodity exports (iron ore, coal, LNG), supporting AUD via improved trade receipts and reduced expectations of PBOC easing. Conversely, weak prints can weigh on AUD. Market reactions are strongest when releases surprise consensus forecasts. Traders should cross-check CPI/PPI with other Chinese indicators (PMI, trade balance, retail sales) and weigh them against US Fed policy: a hawkish Fed can offset positive China-driven AUD moves. Historical episodes—such as a late-2023 PPI surprise that preceded a ~1.2% AUD/USD rally—illustrate the pair’s sensitivity. For 2025 strategy, use the official release schedule to time risk management, compare actuals vs. consensus, and integrate macro context (PBOC, RBA, Fed) to gauge whether China data will produce short-term volatility or shift longer-term AUD trend.

Doppler Finance launched a tokenized treasury yield product that enables XRP and RLUSD holders to earn U.S. Treasury yield without exiting their positions. The platform mints a tokenized yield-bearing instrument by depositing assets into a yield strategy that allocates into U.S. Treasuries, then issues claim tokens to users. The offering targets XRP and RLUSD users, providing an on‑chain way to capture fiat-equivalent treasury returns within the Ripple ecosystem. Key points: Doppler Finance integrates tokenized U.S. Treasury exposure; product supports XRP and RLUSD balances; users receive transferable claim tokens representing accrued treasury yield; the mechanism aims to bridge traditional treasury yields and crypto liquidity. The move may attract yield-seeking traders and liquidity providers looking for lower-risk, dollar-denominated returns while retaining crypto exposure. Primary keywords: Doppler Finance, XRP yield, RLUSD, tokenized treasury. Secondary/semantic keywords used: U.S. Treasuries, tokenized yield, on-chain yield, Ripple ecosystem, yield-bearing token.

WTI crude oil plunged below $64 per barrel (settling near $63.50) on March 13, 2025, after heavy selling pressured prices through key supports. The decline marked a roughly 15% fall from 2025 highs above $72 and represented one of the largest single-day drops this quarter. Drivers included a larger-than-expected U.S. crude inventory build of 4.8 million barrels, a stronger U.S. dollar after Fed commentary, and downgrades to global demand outlooks from the IEA and OPEC. Despite escalating Middle East tensions, markets priced in limited immediate supply disruption — spare OPEC+ capacity and elevated strategic reserves reduced the traditional geopolitical risk premium. Technical indicators showed the RSI in oversold territory, suggesting potential short-term bounces, but fundamentals (weaker demand growth and energy transition pressures) remain dominant. Brent and Oman benchmarks also fell, with Brent holding a ~$3.50 spread above WTI. Short-term impacts: pressure on U.S. shale margins, likely cuts to E&P capex and drilling activity, and relief for fuel‑dependent sectors (airlines, transport). Medium-to-long term outlook hinges on OPEC+ decisions, China/Europe demand recovery, and any escalation threatening chokepoints like the Strait of Hormuz. Key stats: WTI ~ $63.52 (-4.3%), Brent ~ $67.15 (-3.5%), U.S. inventory build +4.8M barrels. Main keyword: WTI crude. Secondary keywords: oil prices, Middle East tensions, U.S. crude inventories, OPEC+, demand outlook.

Grayscale’s research note, “Market Byte: Bitcoin Trading More Like Growth Than Gold,” finds Bitcoin’s short-term price behavior aligns more with high‑growth tech stocks than with traditional safe havens such as gold. The firm points to a recent pullback — BTC fell to about $60,000 on Feb. 5 after peaking above $126,000 in October (a drop of more than 50%) — and shows Bitcoin moving in step with overvalued software names as investors exit risky growth assets amid market fear and AI-driven sector rotation. Grayscale stresses Bitcoin retains long-term ‘digital gold’ attributes (limited supply, decentralization) but says the market currently treats BTC as a risk-on asset. The report’s author, Zach Pandl, notes gold and precious metals have rallied while Bitcoin has declined, underlining the divergence. Key implications for traders: expect BTC to remain correlated with growth/tech sentiment in the short term, while its store‑of‑value thesis may strengthen only as adoption and macro recognition increase.

Hong Kong Chief Executive John KC Lee reaffirmed the city’s commitment to grow its digital asset and Web3 ecosystem in remarks at Consensus Hong Kong 2026. He cited the “one country, two systems” framework, deep financial liquidity and strong investor protections as competitive advantages. Lee highlighted recent policy work on digital-asset regulation and said the Hong Kong Monetary Authority is close to issuing the first stablecoin licences, possibly within weeks. He also noted the Securities and Futures Commission is focused on deepening virtual-asset market liquidity to support industry development. The government invited global crypto firms and institutions to participate as Hong Kong seeks to position itself as a global hub for digital-asset innovation.

The People’s Bank of China set the USD/CNY daily reference rate at 6.9458, a 0.1% strengthening from the prior fixing of 6.9523. The adjustment—calculated via a managed floating mechanism combining prior close and a currency basket—follows supportive economic data including an 8.7% wider trade surplus and foreign reserves of $3.25 trillion. Onshore trading bands remain ±2% around the midpoint. Markets reacted with an 18% rise in offshore yuan (CNH) volumes and CNH briefly touching 6.9432; forward points across tenors moved, and corporate treasuries adjusted conversion and payment timing. Analysts link the timing to positioning ahead of the upcoming U.S. Federal Reserve meeting and broader steps in China’s financial opening. Key fundamentals cited: export growth, rising foreign bond ownership, expanding services and manufacturing PMI, and ample FX buffers. Traders should watch PBOC guidance, Fed policy path, China–US yield differentials, and cross-border flows. Primary keywords: PBOC reference rate, yuan strength, USD/CNY fixing. Secondary/semantic keywords: CNH volumes, trade surplus, foreign reserves, exchange rate regime, monetary policy.

LayerZero announced a new blockchain named Zero aimed at institutional adoption, backed by Citadel Securities, Intercontinental Exchange (ICE) and DTCC, with Cathie Wood joining its advisory board. Zero uses an ‘heterogeneous architecture’ and zero-knowledge proofs (ZKP) to separate execution from verification. LayerZero claims Zero can reach up to 2 million transactions per second (TPS) with per-transaction costs under one-millionth of a dollar — purportedly ~100,000× faster than Ethereum and ~500× faster than Solana. Zero will debut in September with three initial zones: an EVM-compatible general environment, a privacy-focused payments zone, and a cross-asset trading zone. DTCC and ICE are exploring tokenization and 24/7 trading/secured collateral integration; Google Cloud will collaborate on AI-agent micropayments. Zero’s native token ZRO will serve governance and staking roles; ZRO rose over 15% in the prior 24 hours. The project emphasizes institutional requirements and modular design, raising questions about decentralization as traditional financial players directly shape blockchain infrastructure. Traders should watch ZRO token moves, institutional partnership announcements, on-chain performance after mainnet launch, and any regulatory commentary from partnering firms and regulators.

LayerZero Labs CEO Bryan Pellegrino says blockchain scalability is primarily constrained by the storage layer and by inefficiencies from every node replicating computation. LayerZero built a storage layer reportedly capable of 3,000,000 updates per second and is developing a new blockchain, Zero, plus Zero OS to reduce computation replication via proof-based validation and log-based databases. Pellegrino argues moving from Merkle Patricia Tries to log-based databases yields large performance gains (he cites a 100x improvement) and notes Aptos can reach ~1,000,000 TPS on a single node. He warns recent industry shifts toward centralized, institution-focused chains are troubling and stresses the need for decentralized, permissionless systems that can support 24/7 global markets. LayerZero is positioned as immutable and dominant (claimed 82–85% market share) and emphasizes real-world system integrations — including work tied to partners such as PYUSD — as drivers of adoption. Key figures: Bryan Pellegrino (LayerZero CEO). Key metrics: 3,000,000 storage updates/sec, ~1,000,000 TPS single-node Aptos, claimed 82–85% LayerZero market share. Primary themes: storage-layer bottlenecks, node computation inefficiency, log-based verifiable databases, proof validation to cut replication costs, decentralization vs centralization, Zero blockchain and Zero OS rollout. Primary keywords: LayerZero, blockchain scalability, storage layer, node computation, Zero OS, Zero blockchain.

On-chain metrics indicate Ethereum may be entering a market bottom. Blockchain analytics show the Ethereum MVRV‑Z score at -0.42, a level historically associated with capitulation and undervaluation (past lows: -0.76 in Dec 2018; deep negatives in 2022). Analysts including Alphractal and trader Michaël van de Poppe interpret the reading as a potential accumulation zone rather than a guaranteed trough. Complementary on-chain indicators cited are exchange netflow, entity‑adjusted dormancy and network profit/loss (NPL). Implications: ETH acting as a bellwether could restore confidence across altcoins if sustained recovery follows, aided by network upgrades and Layer‑2 scaling progress. Risks remain—macro headwinds, regulatory uncertainty and the MVRV‑Z not yet at historic extremes—so strategies suggested include dollar‑cost averaging and watching for confirming signals (MVRV‑Z reversal toward zero, falling exchange inflows, break of technical resistance). This probabilistic signal favors cautious accumulation for traders who match exposure to risk tolerance and time horizon.

MUFG’s currency analysis finds Thailand’s recent political stability is a key driver of Thai baht (THB) resilience versus regional peers. Improved predictability after elections and government formation has reduced risk premia, boosted investor confidence, and made monetary and fiscal measures more effective. MUFG highlights three transmission channels: increased foreign direct investment (FDI) into manufacturing and tech, tourism recovery supplying foreign exchange, and stronger export competitiveness due to reduced currency volatility. Recent quarter moves cited: THB/USD +2.3%, THB/EUR +1.8%, THB/JPY +3.1%, THB/CNY +0.9%. Additional supportive fundamentals include a current account surplus and roughly $220 billion in FX reserves, lower external debt, 15% lower volatility than the regional average, and 22% YoY inflows into Thai bonds. MUFG warns future risks — local elections, constitutional reforms or trade shifts — could alter dynamics, but institutional continuity and fiscal discipline make THB comparatively stable. For traders, the report implies lower hedging needs and a more predictable environment for FX, equity and fixed-income positions tied to Thailand.

Bitcoin’s dominance has declined from about 65.2% in July 2025 to roughly 59.3% (a ~9% drop) amid broader market weakness. TradingView data shows altcoin market cap excluding BTC (TOTAL2) fell from ~$1.15T to ~$946B (‑17.7%), while Bitcoin’s market cap dropped ~35% from $2.13T to $1.38T — an underperformance versus altcoins. Technical analysis from CryptoInsightUK points to compressed Bollinger Bands on the Bitcoin dominance ratio (weekly), indicating low volatility and a possible imminent breakout. Historically, a downward move in BTC dominance has coincided with altcoin rallies; the analyst cites late 2024 when BTC dominance fell ~11% and XRP surged about 490% to $2.90. If dominance continues to fall, capital rotation into altcoins could benefit XRP given its liquidity and past responsiveness. No confirmed breakout has occurred; traders are advised to await market-structure and volatility confirmation before taking positions. (Keywords: Bitcoin dominance, XRP, altcoins, market cap, Bollinger Bands)

Ripple Chief Legal Officer Stuart Alderoty described recent White House discussions on stablecoin policy as “productive,” signaling progress toward bipartisan agreement on how to regulate revenue from stablecoin reserves. Closed-door meetings brought together banking and crypto industry representatives to focus on interest and other income generated by reserve assets (for example, U.S. Treasury yields held to back tokens such as USDC and USDT). Key policy questions under consideration include revenue distribution, regulatory jurisdiction (banking vs. securities law or a bespoke framework), reserve transparency and consumer protections like 1:1 redeemability. With more than $150 billion in stablecoins outstanding and competing regulatory frameworks emerging globally, Alderoty said the window to pass comprehensive crypto market-structure legislation is open. Experts view a consensus on technical issues — especially reserve income — as a pragmatic pathway to federal law that would clarify asset classification, platform rules and oversight for large issuers. Traders should watch for legislative momentum and executive-branch alignment, which could reduce legal uncertainty for payment stablecoins, encourage institutional flows, and affect liquidity and peg stability for major stablecoins.

Bitcoin Cash (BCH) has traded inside a long-term range (~$272–$640) for about 20 months. Weekly technicals remain constructive: accumulation (A/D) has trended higher since 2024 and weekly RSI sits near neutral (≈47). The $456 mid-range support has been wick-tested several times but not closed below on weekly charts, keeping the bullish case intact. Short-term liquidity and liquidation heatmaps point to magnetic supply around $550–$610, with local supply building at $540–$550. Analysts suggest a likely scenario where BCH is pushed up into the $550–$560 area (possible short squeeze) to collect liquidity before reversing toward the $440–$460 mid-range — a potential low-risk, high-reward buying zone. That bearish reversal would be invalidated if BCH closes above ~$580. Note: on-chain metrics show rising transactions and whale activity, indicating healthy liquidity movement. Traders should watch $540–$580 overhead resistance and $440–$460 support for trade setups.

On‑chain data shows realized losses are outweighing profits as Bitcoin trades below $70,000, signaling persistent bearish pressure. Darkfost’s analysis reports a realized profit‑to‑loss ratio near 0.25 (about $4 in losses for every $1 of profit), with the seven‑day average approaching levels typical of bear markets. Exchange and treasury selling — including large holders who bought near recent highs — has contributed to distribution volume and increased trading activity during the recent selloff. Price action broke intermediate support and slipped below short‑ and medium‑term moving averages; the $60,000–$65,000 range is identified as the next critical demand zone. While realized profits have recently started to slightly exceed losses after weeks of deficits, analysts view stabilization as tentative: a sustained recovery likely requires the purge of weaker hands and rebuilding of unrealized gains. Key points for traders: elevated realized losses indicate continued downside risk, watch volume for distribution vs. accumulation, monitor the $60k–$65k support band, and note moving averages remain bearish.