The Cryptonomist

After a brutal sell-off and weather-related outages, the bitcoin mining ecosystem is undergoing a sharp reset that puts Bitcoin mining economics back in the spotlight.

Largest difficulty drop since China’s 2021 crackdown

Bitcoin‘s BTC $70,411.45 network just saw an 11% decline in mining difficulty, the steepest fall since China‘s industry crackdown in 2021. The adjustment followed a rapid hashrate drop triggered by plunging prices and widespread winter storm-related outages across the U.S.

Mining difficulty determines how hard it is to discover new blocks, and it automatically adjusts roughly every two weeks. This mechanism keeps the average block time close to 10 minutes, regardless of how many machines are online.

According to Blockchain.com data, the latest change pushed the difficulty metric down from over 141.6 trillion to about 125.86 trillion. That said, such a move signals a meaningful reduction in active hardware securing the network.

Price slump and miner shutdowns pressure the network

The drop in difficulty comes after a series of blows to miners. Bitcoin fell from an all-time high of $126,000 in October to around $69,500, eroding margins across the sector. Moreover, the declining revenue environment hit operators with older machines and expensive power contracts hardest.

Many miners running outdated rigs or exposed to high energy prices were forced to shut down operations. Some operators instead redirected infrastructure toward artificial intelligence workloads, reflecting an emerging ai migration of miners as megacap firms offer longer-term, often more predictable, contracts.

One notable example is Bitfarms (BITF), whose share price jumped after it said it is no longer a pure bitcoin company. The firm is repositioning itself as a data center developer focused on high-performance computing and AI, signaling how quickly strategies can shift when mining margins compress.

Hashprice collapse and revenue squeeze

On a revenue basis, the stress is clear. Bitcoin mining income per unit of computing power, tracked through hashprice, has plunged. It fell from nearly $70 per petahash when the crypto traded near its record high, to just over $35 per petahash today.

This means bitcoin revenue per petahash has effectively been cut in half, from a peak of $70 to $35. However, with fewer competitors online after the recent shakeout, the latest difficulty reset could gradually improve earnings for miners that remain operational.

Industry analysts note that bitcoin mining participants often expand or contract capacity rapidly in response to such revenue swings. As a result, the current phase may accelerate consolidation toward better-capitalized firms and lower-cost power regions.

Impact of winter storms and grid curtailments

Severe winter storms, particularly in Texas, further strained the network. Grid operators issued curtailment requests to conserve electricity for households as temperatures dropped, pushing miners to power down during peak demand.

Public mining firms responded by sharply reducing output. Some companies reported daily bitcoin production falling by more than 60% during the harshest days of the storms. Moreover, these interruptions amplified the hashrate decline that fed into the latest difficulty adjustment on Feb 9, 2026.

Despite the disruptions, energy experts argue that flexible mining loads can still support grid stability over time. That said, the episode highlighted the operational risks miners face when tethered to weather-sensitive power markets.

Difficulty as a self-correcting mechanism and market signal

Although a double-digit difficulty drop may look alarming at first glance, it reflects the protocol’s built-in resilience. The network automatically lowers difficulty when hashrate falls, helping restore block times and supporting transaction processing capacity.

For miners that stay online, reduced competition can translate into higher profitability per unit of hashrate. Moreover, the adjustment helps some operators stabilize their business model, even after a sharp revenue decline and storm-driven shutdowns.

Historically, major difficulty declines have sometimes marked miners capitulation market signals. During these phases, stressed operators sell more BTC to cover operating expenses, which can weigh on prices in the short term but often precedes periods of stabilization or even recovery.

What the latest reset means for miners and investors

The current 11% difficulty cut, the biggest since 2021, suggests a capitulation-style shakeout is underway among higher-cost miners. It also underscores how quickly conditions can change when prices slide from $126,000 to roughly $69,500 in just a few months.

Investors watching the sector will now focus on whether the hashrate stabilizes around the new difficulty level of 125.86 trillion. However, they will also track how much additional capacity shifts toward AI and high-performance computing as firms like Bitfarms pivot business models.

In summary, the latest difficulty adjustment highlights bitcoin’s self-correcting design while exposing the fragility of overleveraged or high-cost operators. For the miners that endure, leaner competition and a healthier difficulty level could lay the groundwork for a more sustainable next phase of network growth.

In a year defined by macro volatility and rapid automation, BingX AI is emerging as the centerpiece of the exchange’s strategy to reinvent how traders operate.

BingX commits $300 million to an AI-first trading stack

BingX has allocated $300 million to artificial intelligence over the long term, positioning itself as an “all-in AI” venue where automation is treated as core market infrastructure. Rather than adding isolated bots, the exchange is rebuilding its stack so that machine learning informs every major stage of the trading workflow.

The internal architecture spans multiple models coordinated by specialized agents mapped to distinct points in the process, from idea generation to risk review. Moreover, these systems are being calibrated for both crypto and traditional markets, so signals can move across asset classes in real time.

Two flagship products, BingX AI Bingo and BingX AI Master, sit on top of this stack as decision-support layers rather than execution engines. However, their role is central: they translate dense market data into structured scenarios that retail and professional traders can use without writing code or building models from scratch.

How BingX AI Bingo and AI Master guide trading decisions

AI Bingo acts as a conversational trading idea generator, scanning more than 1,000 market pairs across crypto, commodities and other instruments. It surfaces potential scenarios, highlights support and resistance levels, and offers probability-style assessments to help users frame entries and exits.

AI Master is built as a personalized layer on top of those insights, adapting to a user’s risk tolerance and trading style. That said, the tool stops short of fully automated execution, instead adjusting recommendations in real time as conditions shift and as it learns from user behavior.

BingX product leadership has described the outcome as an experience that feels “less like software and more like a companion who understands you.” In practice, this design aims to create an AI trading companion that can make complex, cross-market information more intuitive without removing human oversight.

AI meets tokenized metals and traditional markets

This AI push is unfolding as exchanges increasingly combine digital assets with traditional instruments such as gold, oil and tokenized equity exposure. From a single AI powered interface, BingX users can track gold, oil and Bitcoin (BTC) around major macro releases, rather than toggling between platforms.

Macro demand for safe-haven assets is also accelerating. UBS has raised its gold price target to $6,200 per ounce for March, June and September 2026, while expecting prices to ease slightly to $5,900 by year-end. Moreover, those upgraded forecasts reinforce interest in tokenized precious metals and other real-world assets onboarded to crypto exchanges.

BingX argues that routing these instruments through blockchain settlement improves traceability and auditability. At the same time, AI tools can help traders interpret macro-driven moves across asset classes in a unified view, instead of reacting to isolated order books or single-asset dashboards.

Volumes, users and the shift in competitive dynamics

The scale of BingX’s traditional products is already meaningful. The exchange reports more than $2 billion in 24-hour trading volume in its TradFi lineup alone and says its AI tools have attracted millions of users. Overall, the broader ecosystem now claims more than 40 million accounts globally.

As analysts frame AI-supported, multi asset trading environments as a baseline expectation by 2026, the competitive focus is drifting away from raw execution speed. Instead, interpretation, risk assessment and personalization are becoming the key battlegrounds for exchanges looking to differentiate in both crypto and traditional markets.

In that context, the bingx ai stack is intended to convert correlated, cross-asset noise into usable decisions. However, the long-term test will be whether traders actually trust AI-guided workflows when volatility spikes and liquidity fragments across venues.

Broader crypto market backdrop

The AI investment comes against a backdrop of strong digital-asset liquidity and intense macro sensitivity. Bitcoin (BTC) is hovering around $70,961, with 24-hour turnover near $42.3B, making it a focal point for global risk appetite.

Ethereum (ETH) is changing hands close to $2,095, on roughly $20.9B in 24-hour volume. Meanwhile, Solana (SOL) trades around $87.6, with about $3.6B in day-long activity. For BingX and its rivals, these flows form the proving ground for whether AI-native exchanges can genuinely help traders keep pace.

Related themes include the rollout of AI Master as a crypto trading “strategist,” deeper dives into the AI Bingo and AI Master stack, and the latest UBS upgrade to its 2026 gold forecasts. Altogether, they point to a market where AI, tokenization and cross-asset risk analysis are converging into a single, always-on trading environment.

Outlook for AI-native, multi-asset venues

Looking ahead, exchanges that integrate multi-model AI systems with both digital and traditional products may define the next stage of market structure. Moreover, as regulatory clarity evolves and institutional adoption grows, traders are likely to expect cross-asset risk tools and personalized analytics as standard features.

For now, BingX’s $300 million bet signals that the arms race is shifting from latency to intelligence. Whether the platform can convert that investment into durable user loyalty will depend on how effectively its tools turn complexity into clear, actionable insight.

Authorities in South Korea have launched a formal review after a high-profile Bithumb bitcoin glitch exposed serious weaknesses in a major crypto promotion.

The $40 billion promotion error at Bithumb

South Korean regulators are examining how Bithumb, one of the country’s leading exchanges, initiated an exchange of $40 billion in Bitcoin that it apparently did not hold on its books. The anomaly has raised concerns over internal controls at large trading platforms.

The issue surfaced when the Seoul-based exchange, during a promotional campaign, began crediting accounts with vast sums instead of the modest reward that had been announced. However, no actual transfer of on-chain coins matching that scale has been reported so far, intensifying questions about the internal accounting.

How the crypto exchange promotion mistake unfolded

According to the Financial Services Commission, the incident occurred on Feb. 6 when Bithumb started crediting user balances with a “small fortune” of Bitcoin. Each participant should have received only 2,000 won, equivalent to $1.37, under the terms of the campaign.

In its financial services commission statement on Sunday, the regulator said the problem stemmed from a single employee inputting the payout field as Bitcoin rather than Korean won. Moreover, this internal error cascaded through the exchange’s systems and led to what officials have described as a ghost bitcoin incident in user interfaces.

Regulatory response and industrywide scrutiny

In response, South Korean authorities have formed a dedicated task force to conduct a regulatory task force investigation into industry practices. The team is examining whether other domestic trading platforms could be vulnerable to similar lapses in configuration or oversight.

The new group will look closely at how exchanges manage promotional campaigns, verify reward limits, and reconcile internal ledgers. That said, the episode has already become a central focus of the ongoing south korea crypto probe, which aims to tighten risk controls in the retail trading environment.

Focus on Bithumb bitcoin systems and controls

Regulators are now assessing whether the bithumb bitcoin accounting architecture provided adequate safeguards against manual input errors of this scale. However, the authorities have not yet indicated whether formal sanctions will follow once the fact-finding process concludes.

Investigators are also gathering information on how quickly Bithumb identified the problem, whether user access to the inflated balances was restricted in time, and how the platform communicated the issue. Moreover, findings from this case could inform new guidance for all major crypto venues in Seoul.

Implications for South Korea’s crypto sector

The Bithumb case has renewed debate over how tightly exchanges should be supervised in one of Asia’s most active digital asset markets. While some industry participants warn against overregulation, officials argue that errors involving tens of billions of dollars, even if only virtual entries, can undermine public confidence.

For now, South Korean regulators are signaling that they will treat this as a structural warning rather than an isolated mishap. The outcome of the investigation is expected to shape the next phase of policy toward large trading platforms and their promotional activity.

In summary, the Bithumb promotion error has become a catalyst for wider oversight of crypto exchanges in South Korea, with the $40 billion accounting glitch prompting authorities to scrutinize internal controls, user protection, and future risk management standards across the sector.

In a move closely watched by crypto markets, the binance safu mechanism is again in focus as the exchange boosts its dedicated protection reserves.

New Bitcoin purchase for the SAFU protection pool

On February 9, Binance disclosed that its SAFU fund address acquired an additional 4,225 BTC, reinforcing the exchange‘s emergency insurance pool for users. Moreover, the company revealed on X that this latest allocation corresponds to approximately 300M USD in stablecoins, underlining the scale of the operation.

The official Binance SAFU BTC address now holds a total of 10,455 BTC, marking a significant expansion of its on-chain reserves. However, the move is not only about numbers; it also signals a deliberate effort to anchor the fund in a highly liquid and widely recognized crypto asset.

Strategic focus on Bitcoin and investor confidence

This renewed focus on Bitcoin accumulation within the Safety Asset Fund for Users is viewed as a strategic step to enhance asset resilience. In particular, the latest safu fund bitcoin accumulation underscores Binance’s intention to keep its emergency backing aligned with leading market assets.

Market observers note that the growing BTC balance could serve as a stabilizing factor for user sentiment. That said, the impact on broader market dynamics will depend on how transparently the binance safu reserves continue to be reported and adjusted over time.

Overall, the increase to 10,455 BTC in the protection wallet highlights Binance’s ongoing effort to strengthen user safeguards while signaling long-term confidence in Bitcoin as a reserve asset.

Earlier this month, a sharp cryptocurrency sell-off exposed how bitcoin market makers can unintentionally magnify price swings during periods of stress.

From $77,000 to $60,000: why the slide was so violent

Bitcoin plunged from about $77,000 to nearly $60,000 between Feb. 4 and Feb. 7, erasing billions in value across the broader crypto market and wiping out some trading funds. Most commentators blamed macro pressures, spot ETF outflows and rumors of forced liquidations. However, a key structural factor in the derivatives market also appears to have accelerated the move.

That factor was the behavior of options market makers, according to Markus Thielen, founder of 10x Research. These professional liquidity providers usually help stabilize trading by continuously posting buy and sell quotes. Yet their hedging activity can sometimes amplify volatility, especially when positioning is skewed in one direction.

How dealers normally operate in crypto markets

In day-to-day trading, dealers stand on the opposite side of investor orders, quoting both a bid and an ask to keep markets liquid. They earn money from the bid-ask spread, the small difference between the buying and selling price of an asset, rather than by speculating on whether prices will rise or fall. Moreover, this model is designed to keep them as close to market-neutral as possible.

To manage risk, dealers hedge their exposure to price moves by trading the underlying asset, such as Bitcoin, or related derivatives. When investors buy call or put options, the dealers who sell those contracts typically adjust their positions in the spot and futures markets. That said, the speed and direction of this hedging can become destabilizing when large option positions cluster around key price levels.

The short-gamma trap between $60,000 and $75,000

Thielen explains that, during the sell-off, options market makers were heavily short gamma in the $60,000–$75,000 range. In practice, this meant they had sold substantial amounts of options at those strikes without holding enough offsetting hedges. As a result, they were highly sensitive to sharp price moves around those levels.

Being short gamma forces dealers to hedge in the same direction as the market move. As Bitcoin dipped below $75,000, these firms sold BTC in spot and futures to keep their positions near neutral. However, this extra selling added to existing pressure from macro drivers and ETF outflows, helping to deepen the decline.

Thielen estimated there was about $1.5 billion in negative options gamma concentrated between $75,000 and $60,000. He noted this cluster “played a critical role in accelerating Bitcoin’s decline and helps explain why the market rebounded sharply once the final large gamma cluster near $60,000 was triggered and absorbed.” This description highlights how dealer hedging can both intensify a drop and set the stage for a sharp bounce once positioning clears.

Negative gamma and the self-feeding selling cycle

Negative gamma describes a setup where dealers must trade in the direction of the underlying price move to stay hedged. As Thielen put it, “options dealers, who are typically the counterparties to investors buying options, are forced to hedge in the same direction as the underlying price move.” In the $60,000–$75,000 window, that dynamic turned them into incremental sellers as prices slid.

In effect, the negative gamma effect created a self-reinforcing loop. As Bitcoin fell, dealers sold more to maintain neutrality, which pushed prices even lower and required further selling. Moreover, this feedback mechanism made the drop feel disorderly, even though it largely stemmed from rule-based risk management rather than discretionary panic.

This pattern is familiar in traditional equity options market makers, where large dealer positions can exacerbate swings once key strikes are breached. The recent episode shows that the same mechanics are increasingly relevant in digital assets. The growing size of the options market means dealer positioning can now influence bitcoin spot behavior in ways that were far less visible a few years ago.

When hedging turns supportive for price

Importantly, dealer hedging does not always push prices lower. In late 2023, market participants saw the opposite effect when similar positioning existed above $36,000. At that time, dealers had sold significant amounts of options at higher strikes and again found themselves short gamma as the market moved.

As Bitcoin’s spot price broke through $36,000, dealers were forced to buy BTC to rebalance their risk. That demand helped fuel a rapid rally toward and above $40,000. However, this shows that the same structural forces that accelerated the February plunge can also power strong upside moves when the direction of travel reverses.

In both episodes, the interplay between investor flows and dealer hedging turned routine market moves into more dramatic swings. The growing influence of options market makers suggests traders and risk managers need to watch positioning data and gamma exposure more closely, particularly around crowded strike levels.

A maturing market with hidden feedback loops

The February breakdown underscores how the bitcoin market makers ecosystem now resembles that of established financial markets, where dealer balance sheets and option structures quietly shape price action. Moreover, the presence of concentrated negative gamma can turn what starts as a macro-driven pullback into a sharp, mechanically amplified move.

For investors, the lesson is that not every violent sell-off or sudden rebound is purely about sentiment or news. Internal market plumbing, especially dealer hedging tied to large option positions, can be just as important in explaining why prices overshoot on the way down and on the way up.

As the crypto derivatives market continues to grow, understanding these dynamics will likely become essential for professional participants. The latest crash toward $60,000 showed how invisible hands in the options arena can transform normal volatility into outsized moves, even when they are simply following risk-management rules.

In a move to deepen its research infrastructure, OpenAI acquisition of Neptune marks a strategic step to enhance monitoring and understanding of frontier AI models.

OpenAI moves to acquire Neptune

OpenAI has entered into a definitive agreement to acquire neptune.ai, a platform focused on experiment tracking and training analytics for advanced models. This deal is designed to strengthen the tools and infrastructure that underpin progress in frontier research. Although financial terms, such as any neptune ai acquisition price, have not been disclosed, the strategic intent is clear.

Training state-of-the-art AI systems is a highly creative and exploratory process. However, it also depends on observing how a model evolves in real time. Neptune offers researchers a dependable way to track experiments, monitor training runs, and interpret complex model behavior as it unfolds.

How Neptune supports model development

From its inception, the Neptune team has focused on supporting the hands-on, iterative work of model development. Moreover, the platform is built to help researchers navigate long and complex training workflows without losing visibility into critical metrics.

More recently, Neptune has worked closely with OpenAI to develop tools that allow scientists to compare thousands of runs and analyze metrics across model layers. That said, the collaboration also aims to surface issues earlier in the training pipeline, improving reliability and efficiency for large-scale systems.

Neptune’s depth in experiment tracking and training analytics will help OpenAI move faster, learn more from each experiment, and make better decisions throughout the training process. This directly supports frontier model monitoring and helps optimize how data, architecture choices, and training schedules interact.

Deeper integration into OpenAI’s training stack

OpenAI has indicated that this transaction is about more than a simple neptune ai acquisition; it is about long-term integration. In one of the first public comments, OpenAI’s Chief Scientist highlighted how Neptune’s system strengthens their internal workflows.

“Neptune has built a fast, precise system that allows researchers to analyze complex training workflows,” said OpenAI’s Chief Scientist. “We plan to iterate with them to integrate their tools deep into our training stack to expand our visibility into how models learn.” This vision underscores how research infrastructure tools will sit at the core of OpenAI’s future training pipelines.

The founder and CEO of Neptune echoed this sentiment, framing the deal as a chance to scale their impact. “This is an exciting step for us. We have always believed that good tools help researchers do their best work. Joining OpenAI gives us the chance to bring that belief to a new scale.” However, the companies have not yet provided a specific timeline for closing the transaction.

Implications for frontier research

As frontier AI models grow larger and more complex, model training tools become critical to safety and performance. By bringing Neptune in-house, OpenAI aims to tighten the feedback loop between experimentation, monitoring, and deployment. This could, over time, influence how the broader ecosystem thinks about observability in large-scale AI systems.

The announcement did not mention topics such as any elon musk openai acquisition bid or other high-profile disputes around earlier investments. Instead, it focused squarely on the technical and research implications of the deal. Moreover, there was no reference to other rumored transactions, including any openai windsurf acquisition or potential hardware-focused partnerships.

Both companies emphasized that they are looking ahead to the next chapter of training tools. With this deal, OpenAI and Neptune plan to co-develop deeper analytics, richer experiment tracking, and better visibility into how frontier models learn in practice. We will likely see the first visible outcomes of this collaboration in upcoming training runs announced after 2024.

In summary, the agreement between OpenAI and Neptune represents a targeted bet on better infrastructure for frontier AI research. While financial details remain undisclosed, the combination of experiment tracking expertise and large-scale model development could significantly shape the next generation of training workflows.

Nový týden, nový kryptohoroskop věnovaný nadcházejícímu týdnu od 9. do 15. února 2026.

Tento týden bude poznamenán dvěma tranzity.

Venuše vstupuje do Ryb od úterý 10/2;

Saturn vstupuje do Berana od soboty 14/2.

Už několik měsíců věnujeme prostor kryptohoroskopu, který napsala Stefania Stimolo, odbornice na astrologii a blockchain. Toto je týdenní sloupec, který obsahuje horoskop pro každé znamení zvěrokruhu, dostupný každou neděli výhradně na The Cryptonomist.

V našem sloganu „Vyprávíme budoucnost“ jsme chtěli hlouběji prozkoumat toto téma, hravě řečeno, s tímto zábavným sloupcem.

Rámec RW se v posledních letech stal jedním z nejvíce debatovaných nástrojů v daňovém řízení kryptoměn v Itálii. Původně navržen k monitorování finančních aktiv držených v zahraničí, je nyní také používán pro kryptoaktiva, ale často s kontroverzními výsledky.

Podle Stefana Capaccioliho není problém jen aplikační, ale i strukturální: rámec RW nebyl navržen pro decentralizovaný ekosystém, jakým jsou kryptoměny.

Proč rámec RW existuje

Abychom porozuměli aktuálním problémům, je nutné začít od jejich vzniku. Rámec RW byl zaveden v letech, kdy měla Itálie přísná měnová omezení. S liberalizací pohybu kapitálu a vstupem do Evropské unie stát vzdal předchozí kontrolu nad zahraničními účty a nahradil ji povinností komunikace.

Dubaj, SAE – únor, 2026 – PlanX 2026 se uskuteční ve dnech 27.–28. dubna 2026 v konferenčním a výstavním centru Grand Hyatt Dubai, kde se sejde více než 3 000 zakladatelů, investorů a poradců, kteří chtějí víc, než může poskytnout jediná jurisdikce. Jak se globální krajina vyvíjí, s rostoucími daněmi z bohatství, přísnějšími finančními kontrolami a geopolitickým neklidem vytvářejícím volatilitu a složitost, jednotlivci a podniky hledají nové způsoby, jak zajistit svobodu, flexibilitu a odolný růst.

30. ledna 2026

Klient: Algorand Foundation

Mluvčí/odpovědi přisuzované: Marc Vanlerberghe, CMO, Algorand

Kontakt s novinářem: Amelia Tomasicchio, šéfredaktorka a spoluzakladatelka, The Cryptonomist

Co motivovalo Algorand Foundation k obnovení svého sídla v USA a proč konkrétně Delaware?

Je vlastně stejně důležité vysvětlit, proč jsme odešli na prvním místě.
Po určité období regulativní prostředí v USA ztěžovalo fungování s úrovní jasnosti a předvídatelnosti, kterou vážná finanční infrastruktura vyžaduje. Tato nejistota přinutila mnoho organizací, včetně naší, fungovat jinde. Co se změnilo, je to, že nyní vidíme cestu k jasnějším pravidlům a konstruktivnějšímu zapojení, což znovu umožňuje dlouhodobé plánování.

V posledních měsících se téma stablecoinů stalo centrálním bodem debaty o zdanění kryptoměn v Itálii. Ne tolik pro jejich použití jako platebního nástroje nebo pro stabilizaci volatility, ale spíše pro fiskální deformace, které některé nedávné regulační volby způsobují.

Během živého vysílání na Instagramu analyzoval daňový expert Stefano Capaccioli jeden z nejkontroverznějších aspektů současné regulace: daňové zacházení s E-money tokeny, zejména těmi denominovanými v eurech, jako je EURC, ve srovnání se stablecoiny navázanými na dolar, jako je USDC.

Rusko zpřísňuje podmínky přístupu k digitálnímu rublu a zavádí další identifikační překážky, právě když se úřady připravují na národní uvedení měny centrální banky.

Banka Ruska aktualizuje požadavky pro otevírání účtů

Banka Ruska schválila nová pravidla pro otevírání účtů v digitálním rublu, čímž výrazně rozšiřuje informace, které musí uchazeči poskytnout. Změny se týkají jak obyčejných občanů, tak malých podniků, a očekává se, že zkomplikuje počáteční přístup na platformu.

Nedávné aktualizace a nové funkce posouvají xrp ledger směrem k institucionálnímu modelu DeFi, přičemž XRP a nástroje pro dodržování předpisů jsou v centru jeho plánu.

Institucionální DeFi strategie Ripple na XRPL

Ripple a hlavní přispěvatelé XRPL podrobně popsali rostoucí sadu takzvaných komponentů institucionálního DeFi na síti, podle čtvrtečního blogového příspěvku. Cílem je připravit XRP Ledger pro regulované finance kombinováním infrastruktury orientované na dodržování předpisů s XRP jako aktivem pro vyrovnání a most pro přeshraniční toky a on-chain úvěry.

Malé podniky získávají nové nástroje pro konkurenci, když Loyyal uvádí Perxi AI, což slibuje přetvořit způsob, jakým jsou vytvářeny a spravovány věrnostní programy.

Loyyal představuje AI věrnostního agenta pro messagingové aplikace

Dne 6. února 2026 v Dubaji poskytovatel podnikových SaaS Loyyal oznámil spuštění Perxi AI, popsaného jako první AI agent věrnosti na světě. Platforma je navržena tak, aby malým a středním podnikům (SME) umožnila okamžitě vytvářet a spravovat značkové věrnostní programy přímo v messagingových kanálech, počínaje WhatsAppem.

Analytici Citigroup snížili očekávání pro akcie Coinbase po strmém poklesu na kryptoměnových trzích a pokračující nejistotě ohledně regulace v USA.

Citi snižuje cílovou cenu akcií Coinbase po výprodeji kryptoměn

Investiční banka Citigroup snížila své býčí hodnocení akcií Coinbase (COIN) a snížila cílovou cenu na 400 USD z 505 USD v rámci širšího poklesu rizika napříč digitálními aktivy. Banka však nadále vidí dlouhodobý potenciál navzdory 65% poklesu akcií z jejich historického maxima blízko 450 USD.

Když kryptoměnové akcie ve čtvrtek klesly, obchody ARK Invest zvýraznily výrazný posun portfolia mezi předními společnostmi v oblasti digitálních aktiv.

ARK rotuje z Coinbase do Bullish

Investiční firma ARK Invest prodala významný blok akcií Coinbase, zatímco nakupovala srovnatelnou pozici v Bullish, čímž zdůraznila svůj aktivní přístup k řízení akcií souvisejících s kryptoměnami.

Společnost prodala 119 236 akcií COIN, což představuje prodej v hodnotě 17,4 milionu dolarů na základě závěrečné ceny ve čtvrtek. COIN klesl o 13,3 % během dne, přičemž se seance uzavřela na 146,12 dolarů. Tento strmější pokles však zdánlivě otevřel dveře pro rotaci do jiné akcie kryptoměnové burzy.

Včera cena Bitcoinu zažila významnou havárii.

Dnes se však zdá, že havárie se dočasně zastavila, nebo alespoň její akutní fáze.

Abychom plně pochopili, co se děje, je vhodné nejprve analyzovat havárii a teprve poté pokračovat v zkoumání toho, co se dnes děje.

Havárie Bitcoinu

Nedávná havárie ceny Bitcoinu ve skutečnosti začala ve středu, kdy klesla pod 75 000 USD.

Zpočátku se to nezdálo být nic významného, zejména protože den předtím kleslo na 73 000 USD, jen aby se vrátilo zpět na 76 000 USD.

V rámci významného kroku pro tokenizované aktiva přetváří nová investice do zlatého tetheru na Gold.com způsob, jakým se fyzický bullion a likvidita na řetězci prolínají.

Tether podporuje Gold.com částkou 150 milionů dolarů

Ohlášená strategická investice ve výši 150 milionů dolarů od Tetheru do Gold.com signalizuje agresivní posun do infrastruktury tokenizovaného a fyzického zlata. Dohoda podtrhuje ambici Tetheru propojit tradiční trhy s bezpečnými přístavy s programovatelnými financemi a zároveň umisťuje Gold.com jako klíčový prvek tohoto vznikajícího stacku.

Ve nové ukázce důvěry během nedávné volatility Binance rozšířila svou pozici v bitcoinech SAFU o další významnou akvizici z otevřeného trhu.

Binance vkládá 233 milionů dolarů do BTC do SAFU

Fond zabezpečených aktiv pro uživatele (SAFU) na Binance obdržel čerstvou injekci kapitálu, protože burza přidělila 233 milionů dolarů na nákup 3 600 BTC. Tento poslední krok zvyšuje celkovou zásobu fondu na 6 230 BTC, aktuálně oceněných přibližně na 404 milionů dolarů. Kromě toho je transakce třetím významným nákupem během několika dní, což posunuje kumulativní nákupy na téměř 430 milionů dolarů.

Během bouřlivého týdne pro digitální aktiva tvrdili vedoucí pracovníci strategie, že závislost společnosti na bitcoinech microstrategy zůstává udržitelná i v extrémních scénářích poklesu.

Zátěžový test rozvahy a scénář poklesu bitcoinu

Generální ředitel Phong Le řekl investorům na webináři o finančních výsledcích za čtvrté čtvrtletí 2024, že rozvaha společnosti může absorbovat vysokou volatilitu v Bitcoinu. Varoval však, že skutečně vážné poklesy by nakonec zatížily její schopnost splácet stávající závazky.