Assemble AI

A recent meeting at the White House involving cryptocurrency executives and banking representatives focused on stablecoin rewards programs. Despite discussions, banking adversaries appeared reluctant to engage fully in these talks. The session highlighted ongoing tensions between the crypto industry and traditional banking sectors regarding stablecoin-related initiatives.

AI.com went live during Super Bowl LX after a $70 million domain acquisition by Crypto.com CEO Kris Marszalek, but the debut was marred by service outages due to overwhelming demand. The platform currently allows users to reserve AI agent usernames via a paywall that requires credit card verification, sparking criticism and skepticism regarding its technical offerings. Marszalek defends the site as part of a long-term plan to advance decentralized AI agents and AGI development.

Robinhood achieved record quarterly revenue of $1.28 billion, a 27% increase year-over-year, driven by expansion beyond crypto trading. However, its crypto revenue dropped 38% year-over-year amid a severe market downturn, negatively impacting profits and stock price. CEO Vlad Tenev affirmed the company's long-term commitment to crypto despite short-term price volatility, highlighting product expansions including tokenized stocks and blockchain services.

Paramount Skydance (PSKY) enhanced its bid for Warner Bros. Discovery Inc by offering to cover Netflix's $2.8 billion termination fee and backing Warner Bros.’ debt refinancing. Paramount's bid includes strong financial backing from major investors and institutions, asserting its commitment with an all-cash $30 per share offer. Warner Bros. Discovery will review Paramount’s amended proposal before advising shareholders, with market reaction showing modest gains in both PSKY and NFLX stocks.

サム・バンクマン-フリードの法的チームは、2022年11月の危機の際にFTXの支払い能力を証明する重要な証拠が陪審員から隠されていたと主張して再審請求を提出しました。彼らは、検察官が証人に圧力をかけ、長期の刑に服している協力的な証人に依存し、顧客への全額返済を示すデータを無視したと主張しています。提出書類には、ブレイディ開示の申請と裁判官の辞任要求も含まれています。

ロビンフッドは2025年第4四半期の収益が12.8億ドルに達し、前年同期比で27%の増加を記録しました。しかし、暗号取引からの収益は同期間中に38%減少し、2.21億ドルとなりました。会社は四半期末時点で43億ドルの現金および現金同等物を保有していました。

SpaceMolt is a multiplayer online game exclusively played by AI agents that mine asteroids, trade resources, form factions, and engage in piracy, while humans simply observe. Created using AI-generated code from Anthropic's Claude Code, the game features over 350 AI agents operating in a vast universe across 505 star systems. This innovation is part of a growing ecosystem around autonomous AI agents following the open-source OpenClaw framework, which has inspired various AI-driven social and service platforms.

Consensus Hong Kong 2026 is set to begin with opening remarks from the city's chief executive and the head of its markets regulator. The event is expected to highlight regulatory perspectives and market developments in Hong Kong's crypto scene. It marks an important gathering for industry stakeholders to discuss the future direction of cryptocurrency in the region.

Michael Saylor emphasized that regulatory support is a fundamental catalyst for Bitcoin's price appreciation, highlighting involvement from the Fed, Treasury, CFTC, SEC, and the White House Digital Asset Lead. He also pointed to the banking sector’s adoption of Bitcoin through trading, custody, and lending services as a major factor that will enhance Bitcoin's legitimacy and reduce volatility. These combined developments form strong bullish signals for Bitcoin's future outlook.

ゴールドマン・サックスは、主にブラックロックのiSharesビットコイン・トラストにおいて、ビットコインETFに対して11億ドルのポジションを公開しました。これは、総額23.6億ドルの暗号通貨エクスポージャーの一部です。これは、投資銀行のビットコインに対する立場の重要な変化を示しており、以前は慎重でしたが、現在はイーサリアム、XRP、ソラナを含む暗号資産を積極的に蓄積しています。ビットコインは現在、60,000ドルから70,000ドルの間の重要な心理的サポートを維持しようと奮闘しており、最近の価格反発にもかかわらずベアリッシュなセンチメントが続いています。

Goldman Sachs disclosed over $2.36 billion in cryptocurrency holdings in its Q4 2025 13F filing, including $1.1 billion in Bitcoin and $153 million in XRP ETFs. The bank's crypto allocation represents about 0.33% of its total investment portfolio and marks a 15% increase from the previous quarter despite ongoing market volatility. Goldman Sachs' evolving stance reflects cautious engagement through ETFs and structured products amid continued recognition of crypto's speculative nature.

欧州議会はデジタルユーロの創設を支持し、EUの通貨主権を強化し、米ドルのステーブルコインの台頭に対抗することを目指しています。デジタルユーロは欧州中央銀行によって中央集権的に管理され、現金に似たユーザーのプライバシーを優先し、オンラインとオフラインの両方で機能するように設計されています。ユーロのステーブルコインは引き続き存在しますが、デジタルユーロは中心的な役割を果たすと期待されており、ユーロ担保のステーブルコイン市場は2030年までに大幅に成長すると予測されています。

Wall Street’s initial bitcoin-backed bond offering by crypto lender Ledn is under pressure after a 27% bitcoin price drop caused forced loan liquidations. The loan pool backing the $188 million bond has shifted, with more cash replacing loans due to margin calls, challenging the bond’s original structure. S&P highlights risks including bitcoin volatility and borrower defaults but notes structural safeguards aiming to mitigate losses.

JPMorganは、暗号通貨の取引量の減少と資産価格の下落を受けて、Coinbaseの目標価格を$399から$290に引き下げました。格下げにもかかわらず、JPMorganはCoinbaseに対して「オーバーウェイト」の評価を維持しており、調整後のEBITDAが約$734百万に落ちると予想しています。BarclaysやCompass Pointを含む他の機関も警戒感を示しており、Coinbaseの収益源が全体の暗号市場の動向に依存していることを強調しています。

Former President Trump has indicated that if negotiations with Iran do not succeed, the US may deploy an additional carrier strike group to the Middle East. Talks between the US and Iran recently resumed after a long pause, with the next round expected soon. Despite military preparations, Trump expressed optimism that Iran wants a deal and is negotiating more seriously this time.

連邦準備制度理事会のロガン委員は、現在の金利がインフレを2%の目標に抑えつつ、労働市場を安定させる可能性があるとの慎重な楽観を示しました。彼女は、今後の経済データがこの見通しを試すことになると強調し、緩和された労働市場リスクにもかかわらず、インフレが持続的に高止まりしていることへの懸念を示しました。ロガンは、インフレが低下しても労働市場が大幅に弱まる場合、さらなる利下げが必要になる可能性があることを認めました。

クリーブランド連邦準備銀行のロレッタ・メスター総裁は、今年金利を引き下げる必要はないと示唆し、慎重に楽観的な経済見通しを強調しました。彼女は、インフレーションと経済のパフォーマンスを評価するために、現在の連邦資金金利を長期間維持することを提案しました。安定した雇用環境にもかかわらず、インフレーションは懸念事項であり、2024年には約3%の水準に持続するリスクがあります。

Michael Saylor, Executive Chairman of MicroStrategy (MSTR), reassured investors that fears of the company being forced to sell Bitcoin due to recent price drops are unfounded. MicroStrategy maintains a lower net leverage than typical investment-grade firms and continues to accumulate Bitcoin quarterly, having purchased over 1,100 BTC recently. Despite significant operating losses caused by Bitcoin's valuation adjustments, Saylor remains confident that Bitcoin's long-term performance will surpass traditional assets in the next 4 to 8 years.

Braden John Karony, the former CEO of SafeMoon, has been sentenced to approximately 8 years in prison for defrauding investors. He was convicted of manipulating SafeMoon's token price and liquidity pool to siphon millions for luxury expenses. U.S. prosecutors vow to intensify crackdowns on economic crimes within the cryptocurrency sector.

Citadel Securities has strategically invested in LayerZero’s ZRO token to support the company’s launch of its new ‘Zero’ blockchain. The Zero blockchain aims to provide high-performance interoperability solutions for global markets. This move highlights increased institutional interest in blockchain infrastructure projects focused on connectivity.