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🌍 Breaking News & Unbiased Analysis in 26 languages! 🏆 The BeInCrypto 100 Awards – winners announced live on December 10, 2025, 12 pm UTC on Binance Square.
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翻訳参照
Suspected Human Trafficking Networks See 85% Rise in Crypto Payments in 2025Cryptocurrency flows to services linked with suspected human trafficking surged 85% year over year in 2025. The findings come from a new report by blockchain analytics firm Chainalysis, which highlighted that the intersection of cryptocurrency and suspected human trafficking expanded markedly last year. Which Crypto Assets Are Most Used in Suspected Human Trafficking Networks? The report outlined four primary categories of suspected crypto-facilitated human trafficking. This includes Telegram-based “international escort” services, forced labor recruitment linked to scam compounds, prostitution networks, and child sexual abuse material vendors (CSAM).  “The intersection of cryptocurrency and suspected human trafficking intensified in 2025, with total transaction volume reaching hundreds of millions of dollars across identified services, an 85% year-over-year (YoY) increase. The dollar amounts significantly understate the human toll of these crimes, where the true cost is measured in lives impacted rather than money transferred,” Chainalysis wrote. According to the report, payment methods varied across categories. International escort services and prostitution networks used stablecoins. “The ‘international escort services are tightly integrated with Chinese-language money laundering networks. These networks rapidly facilitate the conversion of USD stablecoins into local currencies, potentially blunting concerns that assets held in stablecoins might be frozen,” Chainalysis noted. Human Trafficking Service Inflows by Asset Type. Source: Chainalysis CSAM vendors have historically relied more heavily on Bitcoin (BTC). However, Bitcoin’s dominance has declined with the rise of alternative Layer 1 networks.  In 2025, while these networks continue to accept mainstream cryptocurrencies for payments, they increasingly turn to Monero  (XMR) to launder proceeds. According to Chainalysis, “Instant exchangers, which provide rapid and anonymous cryptocurrency swapping without KYC requirements, play a crucial role in this process.” The Dual Role of Crypto in Human Trafficking-Linked Transactions Chainalysis noted that the surge in cryptocurrency flows to services linked with suspected human trafficking is not occurring in isolation. Instead, it mirrors the rapid expansion of Southeast Asia–based scam compounds, online casinos and gambling platforms, and Chinese-language money laundering (CMLN) and guarantee networks operating primarily through Telegram.  Together, these entities form a fast-growing regional illicit ecosystem with global reach. According to the report, Chinese-language services operating across mainland China, Hong Kong, Taiwan, and multiple Southeast Asian countries exhibit advanced payment processing capabilities and extensive cross-border networks.  Furthermore, geographic analysis reveals that while many trafficking-linked services are based in Southeast Asia, cryptocurrency inflows originate globally. Significant transaction flows were traced to countries including the United States, Brazil, the United Kingdom, Spain, and Australia.  “While traditional trafficking routes and patterns persist, these Southeast Asian services exemplify how cryptocurrency technology enables trafficking operations to facilitate payments and obscure money flows across borders more efficiently than ever before. The diversity of destination countries suggests these networks have developed sophisticated infrastructure for global operations,” the report read. At the same time, Chainalysis stressed that blockchain transparency offers investigators deeper visibility into trafficking-related financial activity.  Unlike cash transactions, which leave little to no audit trail, blockchain-based transfers generate permanent, traceable records. This creates new opportunities for detection and disruption that are not possible with traditional payment systems.

Suspected Human Trafficking Networks See 85% Rise in Crypto Payments in 2025

Cryptocurrency flows to services linked with suspected human trafficking surged 85% year over year in 2025.

The findings come from a new report by blockchain analytics firm Chainalysis, which highlighted that the intersection of cryptocurrency and suspected human trafficking expanded markedly last year.

Which Crypto Assets Are Most Used in Suspected Human Trafficking Networks?

The report outlined four primary categories of suspected crypto-facilitated human trafficking. This includes Telegram-based “international escort” services, forced labor recruitment linked to scam compounds, prostitution networks, and child sexual abuse material vendors (CSAM). 

“The intersection of cryptocurrency and suspected human trafficking intensified in 2025, with total transaction volume reaching hundreds of millions of dollars across identified services, an 85% year-over-year (YoY) increase. The dollar amounts significantly understate the human toll of these crimes, where the true cost is measured in lives impacted rather than money transferred,” Chainalysis wrote.

According to the report, payment methods varied across categories. International escort services and prostitution networks used stablecoins.

“The ‘international escort services are tightly integrated with Chinese-language money laundering networks. These networks rapidly facilitate the conversion of USD stablecoins into local currencies, potentially blunting concerns that assets held in stablecoins might be frozen,” Chainalysis noted.

Human Trafficking Service Inflows by Asset Type. Source: Chainalysis

CSAM vendors have historically relied more heavily on Bitcoin (BTC). However, Bitcoin’s dominance has declined with the rise of alternative Layer 1 networks. 

In 2025, while these networks continue to accept mainstream cryptocurrencies for payments, they increasingly turn to Monero  (XMR) to launder proceeds. According to Chainalysis,

“Instant exchangers, which provide rapid and anonymous cryptocurrency swapping without KYC requirements, play a crucial role in this process.”

The Dual Role of Crypto in Human Trafficking-Linked Transactions

Chainalysis noted that the surge in cryptocurrency flows to services linked with suspected human trafficking is not occurring in isolation. Instead, it mirrors the rapid expansion of Southeast Asia–based scam compounds, online casinos and gambling platforms, and Chinese-language money laundering (CMLN) and guarantee networks operating primarily through Telegram. 

Together, these entities form a fast-growing regional illicit ecosystem with global reach. According to the report, Chinese-language services operating across mainland China, Hong Kong, Taiwan, and multiple Southeast Asian countries exhibit advanced payment processing capabilities and extensive cross-border networks. 

Furthermore, geographic analysis reveals that while many trafficking-linked services are based in Southeast Asia, cryptocurrency inflows originate globally. Significant transaction flows were traced to countries including the United States, Brazil, the United Kingdom, Spain, and Australia. 

“While traditional trafficking routes and patterns persist, these Southeast Asian services exemplify how cryptocurrency technology enables trafficking operations to facilitate payments and obscure money flows across borders more efficiently than ever before. The diversity of destination countries suggests these networks have developed sophisticated infrastructure for global operations,” the report read.

At the same time, Chainalysis stressed that blockchain transparency offers investigators deeper visibility into trafficking-related financial activity. 

Unlike cash transactions, which leave little to no audit trail, blockchain-based transfers generate permanent, traceable records. This creates new opportunities for detection and disruption that are not possible with traditional payment systems.
翻訳参照
Where Are Crypto Venture Capital Funds Investing in Early 2026?As capital flows sharply out of the crypto market in early 2026 and investor sentiment remains at extreme fear levels, venture capital allocation decisions have become a valuable signal. These moves help retail investors identify sectors that may still hold potential during a bear market. Recent reports indicate that the crypto market environment has changed. The sectors attracting VC funding have shifted accordingly. VCs Invest Over $2 Billion in Crypto in Early 2026 Data from CryptoRank shows that venture capital firms have invested more than $2 billion into crypto projects since the beginning of the year. On average, weekly inflows have exceeded $400 million. Crypto Fundraising in Early 2026. Source: CryptoRank Several large deals stand out. Rain raised $250 million to build enterprise-grade stablecoin payment infrastructure. BitGo secured $212.8 million through its IPO, reinforcing its role as a digital asset custodian and security provider for institutional clients. BlackOpal also raised $200 million for its GemStone product, an investment-grade vehicle backed by tokenized Brazilian credit card receivables. Top Funding Rounds For Crypto VCs in Early 2026. Source: Alex Dulub Beyond these deals, Ripple invested $150 million in trading platform LMAX. The move supports the integration of RLUSD as a core collateral asset within institutional trading infrastructure. Tether also made a $150 million strategic investment in Gold.com, expanding global access to both tokenized and physical gold. Analyst Milk Road notes that capital is no longer flowing into Layer 1 blockchains, meme coins, or AI integrations. Instead, stablecoin infrastructure, custody solutions, and real-world asset (RWA) tokenization have emerged as the dominant investment themes. Market data supports this shift. Since the start of the year, total crypto market capitalization has fallen by roughly $1 trillion. In contrast, stablecoin market capitalization has remained above $300 billion. The total value of tokenized RWAs has reached an all-time high of over $24 billion. What Does the Shift in VC Appetite Signal? Ryan Kim, founding partner at Hashed, argues that VC expectations have fundamentally changed. The shift reflects a new investment standard across the industry. In 2021, investors focused on tokenomics, community growth, and narrative-driven projects. By 2026, VCs will prioritize real revenue, regulatory advantages, and institutional clients. “Notice what’s absent? No L1s. No DEXs. No ‘community-driven’ anything. Every dollar went to infrastructure and compliance,” Ryan Kim stated. The largest deals listed above involve infrastructure builders rather than token-driven projects designed to generate price speculation. As a result, the market lacks the elements that previously fueled hype cycles and FOMO. “Not on speculation. Not on hype cycles. They’re looking at the pipes, rails, and compliance layers,” analyst Milk Road said. However, analyst Lukas (Miya) presents a more pessimistic view. He argues that crypto venture capital is in a state of collapse, citing a sharp, sustained decline in limited partner commitments. He points to several warning signs. High-profile firms such as Mechanism and Tangent have shifted away from crypto. Many firms are quietly unwinding their positions. It may still be too early to declare the collapse of crypto VC, given that more than $2 billion has flowed into the sector since the start of the year. At a minimum, these changes suggest that crypto is integrating more deeply with the traditional financial system, a potential sign of long-term maturation.

Where Are Crypto Venture Capital Funds Investing in Early 2026?

As capital flows sharply out of the crypto market in early 2026 and investor sentiment remains at extreme fear levels, venture capital allocation decisions have become a valuable signal. These moves help retail investors identify sectors that may still hold potential during a bear market.

Recent reports indicate that the crypto market environment has changed. The sectors attracting VC funding have shifted accordingly.

VCs Invest Over $2 Billion in Crypto in Early 2026

Data from CryptoRank shows that venture capital firms have invested more than $2 billion into crypto projects since the beginning of the year. On average, weekly inflows have exceeded $400 million.

Crypto Fundraising in Early 2026. Source: CryptoRank

Several large deals stand out. Rain raised $250 million to build enterprise-grade stablecoin payment infrastructure. BitGo secured $212.8 million through its IPO, reinforcing its role as a digital asset custodian and security provider for institutional clients.

BlackOpal also raised $200 million for its GemStone product, an investment-grade vehicle backed by tokenized Brazilian credit card receivables.

Top Funding Rounds For Crypto VCs in Early 2026. Source: Alex Dulub

Beyond these deals, Ripple invested $150 million in trading platform LMAX. The move supports the integration of RLUSD as a core collateral asset within institutional trading infrastructure. Tether also made a $150 million strategic investment in Gold.com, expanding global access to both tokenized and physical gold.

Analyst Milk Road notes that capital is no longer flowing into Layer 1 blockchains, meme coins, or AI integrations. Instead, stablecoin infrastructure, custody solutions, and real-world asset (RWA) tokenization have emerged as the dominant investment themes.

Market data supports this shift. Since the start of the year, total crypto market capitalization has fallen by roughly $1 trillion. In contrast, stablecoin market capitalization has remained above $300 billion. The total value of tokenized RWAs has reached an all-time high of over $24 billion.

What Does the Shift in VC Appetite Signal?

Ryan Kim, founding partner at Hashed, argues that VC expectations have fundamentally changed. The shift reflects a new investment standard across the industry.

In 2021, investors focused on tokenomics, community growth, and narrative-driven projects. By 2026, VCs will prioritize real revenue, regulatory advantages, and institutional clients.

“Notice what’s absent? No L1s. No DEXs. No ‘community-driven’ anything. Every dollar went to infrastructure and compliance,” Ryan Kim stated.

The largest deals listed above involve infrastructure builders rather than token-driven projects designed to generate price speculation. As a result, the market lacks the elements that previously fueled hype cycles and FOMO.

“Not on speculation. Not on hype cycles. They’re looking at the pipes, rails, and compliance layers,” analyst Milk Road said.

However, analyst Lukas (Miya) presents a more pessimistic view. He argues that crypto venture capital is in a state of collapse, citing a sharp, sustained decline in limited partner commitments.

He points to several warning signs. High-profile firms such as Mechanism and Tangent have shifted away from crypto. Many firms are quietly unwinding their positions.

It may still be too early to declare the collapse of crypto VC, given that more than $2 billion has flowed into the sector since the start of the year. At a minimum, these changes suggest that crypto is integrating more deeply with the traditional financial system, a potential sign of long-term maturation.
翻訳参照
Praetorian Group Revelations Closely Mirror FTX Executive-Level Failures in $200 Million Crypto F...The US DOJ (Department of Justice) has secured a 20-year prison sentence against the founder of a sprawling crypto investment scheme. According to prosecutors, this scheme had defrauded more than 90,000 investors worldwide of over $200 million. DOJ Exposes and Dismantles $200 Million Bitcoin Ponzi as Founder Receives 20-Year Prison Term In a statement released on Thursday, the DOJ confirmed that Ramil Ventura Palafox, 61, was sentenced after pleading guilty to wire fraud and money laundering charges. Palafox was the founder, chairman, and CEO of Praetorian Group International (PGI), a multi-level marketing company that claimed to generate outsized returns through Bitcoin trading and crypto-related strategies. According to court documents, PGI operated from December 2019 to October 2021, raising more than $201 million from investors worldwide. The company promised daily returns of 0.5% to 3%, marketed as profits from sophisticated Bitcoin arbitrage and trading activities. In reality, investigators found PGI was not conducting trading at the scale required to generate such returns. Instead, it functioned as a classic Ponzi scheme, using funds from new investors to pay earlier participants. Authorities said at least $30.2 million was invested in fiat currency, alongside 8,198 Bitcoin valued at approximately $171.5 million at the time of investment. Confirmed losses reached at least $62.7 million, though prosecutors indicated the total financial harm could be significantly higher. Lavish Lifestyle and Fabricated Profits: How Palafox Hid the Collapse Behind a Luxury Facade To maintain the illusion of profitability, Palafox allegedly created and controlled an online investor portal that displayed fabricated account balances. Between 2020 and 2021, the platform consistently misrepresented investment performance. It falsely showed steady gains and reinforced investor confidence even as the scheme unraveled behind the scenes. Court filings detail how Palafox diverted substantial amounts of investor funds to finance a lavish personal lifestyle. According to prosecutors, he spent roughly $3 million on 20 luxury vehicles. He also spent approximately $329,000 on penthouse accommodations at a luxury hotel chain and purchased four residential properties in Las Vegas and Los Angeles worth more than $6 million. Additional expenditures included around $3 million on designer clothing, jewelry, watches, and home furnishings from high-end retailers. Prosecutors further alleged that Palafox transferred at least $800,000 in fiat currency and 100 Bitcoin—then valued at approximately $3.3 million—to a family member. The scheme began to collapse in mid-2021 after PGI’s website went offline and withdrawal requests mounted. Although Palafox resigned as CEO in September 2021, authorities said he initially retained control over company accounts. Prosecutors described this case as one of the more significant crypto-related Ponzi schemes in recent years. The sentencing marks a decisive conclusion to a scheme that thrived on exaggerated crypto profits and global recruitment networks. Parallels with FTX: How PGI Echoed a Larger Crypto Collapse Despite differences in scale and sophistication, this case is similar in many ways to the FTX collapse and associated contagion. Both exploited the crypto boom, promising investors outsized, unrealistic returns: Palafox with daily Bitcoin gains of 0.5–3%, FTX through high-yield exchange products tied to Alameda Research. Investor funds were misappropriated for lavish personal spending: Palafox on luxury cars, real estate, and designer goods SBF on Alameda’s risky bets, properties, and political donations. Both schemes used deceptive methods to maintain investor confidence: PGI with a fake portal showing steady gains FTX with hidden liabilities and inflated valuations. PGI defrauded over 90,000 investors with confirmed losses exceeding $62.7 million, while FTX affected millions and billions in missing funds. Federal prosecutions followed, with Palafox sentenced to 20 years in February 2026 and SBF to 25 years in 2024. All these highlight a trend among bad actors in crypto while also revealing the DOJ’s ongoing crackdown on crypto-related fraud.

Praetorian Group Revelations Closely Mirror FTX Executive-Level Failures in $200 Million Crypto F...

The US DOJ (Department of Justice) has secured a 20-year prison sentence against the founder of a sprawling crypto investment scheme.

According to prosecutors, this scheme had defrauded more than 90,000 investors worldwide of over $200 million.

DOJ Exposes and Dismantles $200 Million Bitcoin Ponzi as Founder Receives 20-Year Prison Term

In a statement released on Thursday, the DOJ confirmed that Ramil Ventura Palafox, 61, was sentenced after pleading guilty to wire fraud and money laundering charges.

Palafox was the founder, chairman, and CEO of Praetorian Group International (PGI), a multi-level marketing company that claimed to generate outsized returns through Bitcoin trading and crypto-related strategies.

According to court documents, PGI operated from December 2019 to October 2021, raising more than $201 million from investors worldwide. The company promised daily returns of 0.5% to 3%, marketed as profits from sophisticated Bitcoin arbitrage and trading activities.

In reality, investigators found PGI was not conducting trading at the scale required to generate such returns. Instead, it functioned as a classic Ponzi scheme, using funds from new investors to pay earlier participants.

Authorities said at least $30.2 million was invested in fiat currency, alongside 8,198 Bitcoin valued at approximately $171.5 million at the time of investment.

Confirmed losses reached at least $62.7 million, though prosecutors indicated the total financial harm could be significantly higher.

Lavish Lifestyle and Fabricated Profits: How Palafox Hid the Collapse Behind a Luxury Facade

To maintain the illusion of profitability, Palafox allegedly created and controlled an online investor portal that displayed fabricated account balances.

Between 2020 and 2021, the platform consistently misrepresented investment performance. It falsely showed steady gains and reinforced investor confidence even as the scheme unraveled behind the scenes.

Court filings detail how Palafox diverted substantial amounts of investor funds to finance a lavish personal lifestyle.

According to prosecutors, he spent roughly $3 million on 20 luxury vehicles. He also spent approximately $329,000 on penthouse accommodations at a luxury hotel chain and purchased four residential properties in Las Vegas and Los Angeles worth more than $6 million.

Additional expenditures included around $3 million on designer clothing, jewelry, watches, and home furnishings from high-end retailers.

Prosecutors further alleged that Palafox transferred at least $800,000 in fiat currency and 100 Bitcoin—then valued at approximately $3.3 million—to a family member.

The scheme began to collapse in mid-2021 after PGI’s website went offline and withdrawal requests mounted. Although Palafox resigned as CEO in September 2021, authorities said he initially retained control over company accounts.

Prosecutors described this case as one of the more significant crypto-related Ponzi schemes in recent years. The sentencing marks a decisive conclusion to a scheme that thrived on exaggerated crypto profits and global recruitment networks.

Parallels with FTX: How PGI Echoed a Larger Crypto Collapse

Despite differences in scale and sophistication, this case is similar in many ways to the FTX collapse and associated contagion. Both exploited the crypto boom, promising investors outsized, unrealistic returns:

Palafox with daily Bitcoin gains of 0.5–3%,

FTX through high-yield exchange products tied to Alameda Research.

Investor funds were misappropriated for lavish personal spending:

Palafox on luxury cars, real estate, and designer goods

SBF on Alameda’s risky bets, properties, and political donations.

Both schemes used deceptive methods to maintain investor confidence:

PGI with a fake portal showing steady gains

FTX with hidden liabilities and inflated valuations.

PGI defrauded over 90,000 investors with confirmed losses exceeding $62.7 million, while FTX affected millions and billions in missing funds.

Federal prosecutions followed, with Palafox sentenced to 20 years in February 2026 and SBF to 25 years in 2024.

All these highlight a trend among bad actors in crypto while also revealing the DOJ’s ongoing crackdown on crypto-related fraud.
金のボラティリティがトークン化された金の60億ドルの上昇を妨げることはないトークン化された金市場は60億ドルを超え、実物金価格の短期的なボラティリティの中で強く拡大しています。 投資家がデジタルインフラを通じて実物資産へのエクスポージャーを求める中、トークン化された金はより広範なデジタル資産市場の中で最も急成長しているセグメントの1つとなっています。 トークン化された金市場が60億ドルを超える Duneのデータによると、トークン化された金の総時価総額は年初から20億ドル以上増加しました。報道時点で、このセクターは61.2億ドルに達しています。

金のボラティリティがトークン化された金の60億ドルの上昇を妨げることはない

トークン化された金市場は60億ドルを超え、実物金価格の短期的なボラティリティの中で強く拡大しています。

投資家がデジタルインフラを通じて実物資産へのエクスポージャーを求める中、トークン化された金はより広範なデジタル資産市場の中で最も急成長しているセグメントの1つとなっています。

トークン化された金市場が60億ドルを超える

Duneのデータによると、トークン化された金の総時価総額は年初から20億ドル以上増加しました。報道時点で、このセクターは61.2億ドルに達しています。
スタンダードチャータードの慎重なビットコイン価格予測は理にかなっています — なぜ$50,000がまだ適合するのかビットコインの価格は引き続き圧力を受けており、過去24時間で約1.2%下落し、報道時点で$66,000近くで取引されています。短期的な反発が続いているものの、より広範な構造は依然として弱いように見えます。 今や、大手機関もビットコインの価格予測に慎重になっています。新しいオンチェーンのシグナルと長期保有者は、下落リスクがまだ終わっていないことを示唆しています。 スタンダードチャータードの警告は、弱いETFおよび機関のフローと一致しています。 スタンダードチャータードは最近、ビットコインが持続的な回復前に$50,000に向かってまだ下落する可能性があると再確認しました。銀行は、ETF需要の減少と機関の参加の衰退を主要なリスクとして指摘しました。この見解を現在の市場データと比較すると、完全に一致します。

スタンダードチャータードの慎重なビットコイン価格予測は理にかなっています — なぜ$50,000がまだ適合するのか

ビットコインの価格は引き続き圧力を受けており、過去24時間で約1.2%下落し、報道時点で$66,000近くで取引されています。短期的な反発が続いているものの、より広範な構造は依然として弱いように見えます。

今や、大手機関もビットコインの価格予測に慎重になっています。新しいオンチェーンのシグナルと長期保有者は、下落リスクがまだ終わっていないことを示唆しています。

スタンダードチャータードの警告は、弱いETFおよび機関のフローと一致しています。

スタンダードチャータードは最近、ビットコインが持続的な回復前に$50,000に向かってまだ下落する可能性があると再確認しました。銀行は、ETF需要の減少と機関の参加の衰退を主要なリスクとして指摘しました。この見解を現在の市場データと比較すると、完全に一致します。
HBARは400万ドルのショートスクイーズに向けて準備中ですが、ビットコインがそれを妨げる可能性がありますヘデラの価格は最近のセッションで低下し、通常は潜在的な強気のブレイクアウトを示す下降拡大ウェッジパターンを形成しています。HBARは発行時点で$0.0923で取引されており、$0.0938の抵抗レベルを下回っています。 テクニカルな構造は上昇の可能性を示唆していますが、ビットコインの方向性がそのブレイクアウトが実現するかどうかを決定する可能性があります。 HBAR保有者は売却を控えています マネーフローインデックス(MFI)は、HBARの価格動向に対して強気のダイバージェンスを形成しています。最近、HBARはより低い安値を記録しましたが、MFIはより高い値を示しました。このダイバージェンスは、表面下での売り圧力の弱まりを示しています。

HBARは400万ドルのショートスクイーズに向けて準備中ですが、ビットコインがそれを妨げる可能性があります

ヘデラの価格は最近のセッションで低下し、通常は潜在的な強気のブレイクアウトを示す下降拡大ウェッジパターンを形成しています。HBARは発行時点で$0.0923で取引されており、$0.0938の抵抗レベルを下回っています。

テクニカルな構造は上昇の可能性を示唆していますが、ビットコインの方向性がそのブレイクアウトが実現するかどうかを決定する可能性があります。

HBAR保有者は売却を控えています

マネーフローインデックス(MFI)は、HBARの価格動向に対して強気のダイバージェンスを形成しています。最近、HBARはより低い安値を記録しましたが、MFIはより高い値を示しました。このダイバージェンスは、表面下での売り圧力の弱まりを示しています。
Coinbaseの収益は成長推進にもかかわらず667百万ドルの損失で市場を驚かせるCoinbaseの最新の四半期結果は、取引所がサプライズの損失を報告し、ウォール街の期待を外した後、投資家を動揺させ、暗号業界全体で熱い議論を引き起こしました。 それでも、経営陣は強力な長期成長指標と多様化の進展を指摘しています。 Coinbase 2025年第4四半期の収益報告:知っておくべきすべて 同社は2025年第4四半期の収益を2月12日に発表し、約17.8億ドルの収益と約6.67億ドルのGAAP純損失を報告し、1株当たりの利益は–2.49ドルでした。

Coinbaseの収益は成長推進にもかかわらず667百万ドルの損失で市場を驚かせる

Coinbaseの最新の四半期結果は、取引所がサプライズの損失を報告し、ウォール街の期待を外した後、投資家を動揺させ、暗号業界全体で熱い議論を引き起こしました。

それでも、経営陣は強力な長期成長指標と多様化の進展を指摘しています。

Coinbase 2025年第4四半期の収益報告:知っておくべきすべて

同社は2025年第4四半期の収益を2月12日に発表し、約17.8億ドルの収益と約6.67億ドルのGAAP純損失を報告し、1株当たりの利益は–2.49ドルでした。
Anthropicの3800億ドルの評価が暗号投資家に示すものAnthropic、OpenAIの最強のライバルは、正式に300億ドルの資金調達ラウンドを発表しました。この取引により、同社の資金調達後の評価額は3800億ドルに達し、人工知能分野への資本の強力な引力を際立たせています。 しかし、ヘッドラインの数字の背後には、暗号通貨市場に圧力をかける可能性のある複雑な二次的影響があります。 なぜAnthropicの300億ドルの調達がビットコインにとって問題となる可能性があるのか Anthropicは、3800億ドルの評価でシリーズGラウンドで300億ドルを調達したことを確認しました。このラウンドはGICとCoatueが主導し、Founders Fund、Sequoia、BlackRock、Temasek、Microsoft、NVIDIAなどの主要投資家が参加しました。

Anthropicの3800億ドルの評価が暗号投資家に示すもの

Anthropic、OpenAIの最強のライバルは、正式に300億ドルの資金調達ラウンドを発表しました。この取引により、同社の資金調達後の評価額は3800億ドルに達し、人工知能分野への資本の強力な引力を際立たせています。

しかし、ヘッドラインの数字の背後には、暗号通貨市場に圧力をかける可能性のある複雑な二次的影響があります。

なぜAnthropicの300億ドルの調達がビットコインにとって問題となる可能性があるのか

Anthropicは、3800億ドルの評価でシリーズGラウンドで300億ドルを調達したことを確認しました。このラウンドはGICとCoatueが主導し、Founders Fund、Sequoia、BlackRock、Temasek、Microsoft、NVIDIAなどの主要投資家が参加しました。
XRPレッジャーのアップグレードがトークンエスクローを拡大:XRP価格に利益はあるか?XRPレッジャー(XRPL)は2026年2月12日にXLS-85修正案を発効し、全てのトラストラインベースのトークン(IOU)およびマルチパーパストークン(MPT)にネイティブエスクローを提供します。このアップグレードは、安全でプログラム可能な資産決済のための新しいユースケースを開きます。 さらに、この動きはXRPLのユーティリティを拡大し、市場の観察者はこのアップグレードが機関投資家の資本配分への道を開く可能性があると示唆しています。しかし、これがXRPの価格に影響を与えるのでしょうか?それはまだ答えが残っている質問です。 XLS-85修正案はXRPを超えてエスクロー機能を拡張します

XRPレッジャーのアップグレードがトークンエスクローを拡大:XRP価格に利益はあるか?

XRPレッジャー(XRPL)は2026年2月12日にXLS-85修正案を発効し、全てのトラストラインベースのトークン(IOU)およびマルチパーパストークン(MPT)にネイティブエスクローを提供します。このアップグレードは、安全でプログラム可能な資産決済のための新しいユースケースを開きます。

さらに、この動きはXRPLのユーティリティを拡大し、市場の観察者はこのアップグレードが機関投資家の資本配分への道を開く可能性があると示唆しています。しかし、これがXRPの価格に影響を与えるのでしょうか?それはまだ答えが残っている質問です。

XLS-85修正案はXRPを超えてエスクロー機能を拡張します
翻訳参照
El Salvador’s Bitcoin Conviction Now Carries a $300 Million Price TagBitcoin’s (BTC) bear market has weighed heavily on investors across the spectrum. Corporate treasuries, major whales, and even nation-state holders have all felt the pressure. The cryptocurrency’s slide has slashed the value of El Salvador’s holdings as credit default swaps rise to a five-month high, raising concerns over the country’s IMF program and debt outlook. El Salvador’s Bitcoin Bet Under Pressure as Portfolio Drops According to the latest data from El Salvador’s Bitcoin Office, the country’s Bitcoin reserves stand at 7,560 BTC, worth approximately $503.8 million. Bloomberg reported that the portfolio’s value has fallen from around $800 million at Bitcoin’s October 2025 peak, marking a drop of nearly $300 million in just four months. El Salvador’s Bitcoin Holdings. Source: El Salvador Bitcoin Office Bukele, an ardent Bitcoin advocate, has continued purchasing one Bitcoin per day. However, this strategy increases the country’s exposure to market volatility. In contrast, Bhutan recently sold $22.4 million worth of Bitcoin. The divergent strategies of El Salvador and Bhutan reflect fundamentally different risk philosophies.  Bhutan’s Bitcoin mining operations generated more than $765 million in profit since 2019. However, the 2024 Bitcoin halving significantly increased mining costs, compressing margins and reducing returns. Bhutan now appears to be liquidating part of its holdings, while El Salvador continues to prioritize long-term accumulation. Nonetheless, the country has also diversified its portfolio. Last month, it spent $50 million to acquire gold as demand for the safe-haven metal rose amid macroeconomic tensions. IMF Loan Talks Face Strain Over El Salvador’s Bitcoin Policy El Salvador’s deepening commitment to cryptocurrency has impacted relations with the International Monetary Fund. The government’s continued Bitcoin purchases, combined with delays in implementing pension reforms, have complicated the country’s IMF agreement.  The Fund has expressed concern about Bitcoin’s potential impact on fiscal stability. A disruption to the IMF program would weaken one of the key supports behind El Salvador’s sovereign debt recovery. Over the past three years, the country’s bonds have returned more than 130%, making them one of the standout turnaround stories in emerging markets. “The IMF may take issue with disbursements potentially being used to add Bitcoin. Bitcoin being down also doesn’t help to ease investors’ concerns,” Christopher Mejia, an EM sovereign analyst at T Rowe Price, told Bloomberg. The IMF approved a 40-month Extended Fund Facility on February 26, 2025, unlocking about $1.4 billion in total, according to official IMF documentation. The first review ended in June 2025, with $231 million disbursed. However, the second review has remained on hold since September, following the government’s delay in publishing a pension system analysis. During that period, El Salvador continued to add to its Bitcoin reserves despite repeated warnings from the IMF.  A third review is scheduled for March, with each review tied to additional loan disbursements. “The continued purchase of Bitcoin, in our view, does create some potential challenges for the IMF reviews. The market would react quite poorly if the anchor provided by the IMF were no longer present.” Jared Lou, who helps manage the William Blair Emerging Markets Debt Fund, said. Meanwhile, bond markets are signaling rising concern over El Salvador’s fiscal outlook. Credit default swaps have climbed to a five-month high, reflecting increasing investor anxiety about the country’s repayment capacity. According to data compiled by Bloomberg, El Salvador faces $450 million in bond payments this year, with obligations increasing to nearly $700 million next year. El Salvador’s Bitcoin policy now sits alongside key fiscal and IMF negotiations. The outcome of upcoming IMF reviews and the country’s bond repayment schedule will play a significant role in shaping investor confidence and the sustainability of its debt trajectory.

El Salvador’s Bitcoin Conviction Now Carries a $300 Million Price Tag

Bitcoin’s (BTC) bear market has weighed heavily on investors across the spectrum. Corporate treasuries, major whales, and even nation-state holders have all felt the pressure.

The cryptocurrency’s slide has slashed the value of El Salvador’s holdings as credit default swaps rise to a five-month high, raising concerns over the country’s IMF program and debt outlook.

El Salvador’s Bitcoin Bet Under Pressure as Portfolio Drops

According to the latest data from El Salvador’s Bitcoin Office, the country’s Bitcoin reserves stand at 7,560 BTC, worth approximately $503.8 million. Bloomberg reported that the portfolio’s value has fallen from around $800 million at Bitcoin’s October 2025 peak, marking a drop of nearly $300 million in just four months.

El Salvador’s Bitcoin Holdings. Source: El Salvador Bitcoin Office

Bukele, an ardent Bitcoin advocate, has continued purchasing one Bitcoin per day. However, this strategy increases the country’s exposure to market volatility.

In contrast, Bhutan recently sold $22.4 million worth of Bitcoin. The divergent strategies of El Salvador and Bhutan reflect fundamentally different risk philosophies. 

Bhutan’s Bitcoin mining operations generated more than $765 million in profit since 2019. However, the 2024 Bitcoin halving significantly increased mining costs, compressing margins and reducing returns. Bhutan now appears to be liquidating part of its holdings, while El Salvador continues to prioritize long-term accumulation.

Nonetheless, the country has also diversified its portfolio. Last month, it spent $50 million to acquire gold as demand for the safe-haven metal rose amid macroeconomic tensions.

IMF Loan Talks Face Strain Over El Salvador’s Bitcoin Policy

El Salvador’s deepening commitment to cryptocurrency has impacted relations with the International Monetary Fund. The government’s continued Bitcoin purchases, combined with delays in implementing pension reforms, have complicated the country’s IMF agreement. 

The Fund has expressed concern about Bitcoin’s potential impact on fiscal stability. A disruption to the IMF program would weaken one of the key supports behind El Salvador’s sovereign debt recovery. Over the past three years, the country’s bonds have returned more than 130%, making them one of the standout turnaround stories in emerging markets.

“The IMF may take issue with disbursements potentially being used to add Bitcoin. Bitcoin being down also doesn’t help to ease investors’ concerns,” Christopher Mejia, an EM sovereign analyst at T Rowe Price, told Bloomberg.

The IMF approved a 40-month Extended Fund Facility on February 26, 2025, unlocking about $1.4 billion in total, according to official IMF documentation. The first review ended in June 2025, with $231 million disbursed.

However, the second review has remained on hold since September, following the government’s delay in publishing a pension system analysis. During that period, El Salvador continued to add to its Bitcoin reserves despite repeated warnings from the IMF. 

A third review is scheduled for March, with each review tied to additional loan disbursements.

“The continued purchase of Bitcoin, in our view, does create some potential challenges for the IMF reviews. The market would react quite poorly if the anchor provided by the IMF were no longer present.” Jared Lou, who helps manage the William Blair Emerging Markets Debt Fund, said.

Meanwhile, bond markets are signaling rising concern over El Salvador’s fiscal outlook. Credit default swaps have climbed to a five-month high, reflecting increasing investor anxiety about the country’s repayment capacity.

According to data compiled by Bloomberg, El Salvador faces $450 million in bond payments this year, with obligations increasing to nearly $700 million next year.

El Salvador’s Bitcoin policy now sits alongside key fiscal and IMF negotiations. The outcome of upcoming IMF reviews and the country’s bond repayment schedule will play a significant role in shaping investor confidence and the sustainability of its debt trajectory.
Polymarketはビットコインのボラティリティを5分間のベッティング市場に変えています予測プラットフォームPolymarketは、ユーザーが5分ごとに暗号通貨の価格動向に賭けることができる新機能を最近発表しました。 このイベントは、トレーダーや投資家の間でリアルタイムの暗号センチメントデータの需要が高まっていることを示しています。 リアルタイムのセンチメントが短期契約を推進する 現時点では、新しい市場はBitcoinに限定されていますが、主要なアルトコインのサポートも期待されています。 価格は市場のセンチメントと即時の価格反応に合わせて動的に更新されます。すべての取引は透明性とセキュリティを確保するためにオンチェーンで実行されます。

Polymarketはビットコインのボラティリティを5分間のベッティング市場に変えています

予測プラットフォームPolymarketは、ユーザーが5分ごとに暗号通貨の価格動向に賭けることができる新機能を最近発表しました。

このイベントは、トレーダーや投資家の間でリアルタイムの暗号センチメントデータの需要が高まっていることを示しています。

リアルタイムのセンチメントが短期契約を推進する

現時点では、新しい市場はBitcoinに限定されていますが、主要なアルトコインのサポートも期待されています。

価格は市場のセンチメントと即時の価格反応に合わせて動的に更新されます。すべての取引は透明性とセキュリティを確保するためにオンチェーンで実行されます。
イスラエル、ポリマーケットを通じた軍事作戦に関する秘密の賭けで2人を起訴イスラエルは、木曜日に当局が発表した声明によると、ポリマーケットの予測プラットフォームで賭けを行うために機密情報を使用したとして2人の市民を起訴しました。 ニュースは、予測市場が利益のためにインサイダー取引を行いやすくするという懸念を再燃させました。 イスラエルの機関が軍事インサイダー賭博事件を標的に イスラエル国防省、イスラエル警察、シン・ベットは共同声明の中で、容疑者 — 陸軍の予備兵と一般市民 — がポリマーケットでの潜在的な軍事作戦に関する賭けを行った疑いで逮捕されたと述べました。

イスラエル、ポリマーケットを通じた軍事作戦に関する秘密の賭けで2人を起訴

イスラエルは、木曜日に当局が発表した声明によると、ポリマーケットの予測プラットフォームで賭けを行うために機密情報を使用したとして2人の市民を起訴しました。

ニュースは、予測市場が利益のためにインサイダー取引を行いやすくするという懸念を再燃させました。

イスラエルの機関が軍事インサイダー賭博事件を標的に

イスラエル国防省、イスラエル警察、シン・ベットは共同声明の中で、容疑者 — 陸軍の予備兵と一般市民 — がポリマーケットでの潜在的な軍事作戦に関する賭けを行った疑いで逮捕されたと述べました。
アルゼンチン議会が労働者のデジタルウォレット預金選択権を剥奪アルゼンチンのフィンテックグループは、初めて労働者が給料をバーチャルウォレットに預ける可能性を歓迎していました。しかし、法律制定者はその条項を削除し、これは伝統的な銀行の利益を支持する動きとして広く見られています。 法案のより広範な支持を確保するための交渉中に、ハビエル・ミレイ大統領の党は、アルゼンチンの大多数が給料を預ける場所を選ぶ自由を好むことを示す世論調査にもかかわらず、その条項を除外することに同意しました。 銀行への不信感がウォレットの採用を促進

アルゼンチン議会が労働者のデジタルウォレット預金選択権を剥奪

アルゼンチンのフィンテックグループは、初めて労働者が給料をバーチャルウォレットに預ける可能性を歓迎していました。しかし、法律制定者はその条項を削除し、これは伝統的な銀行の利益を支持する動きとして広く見られています。

法案のより広範な支持を確保するための交渉中に、ハビエル・ミレイ大統領の党は、アルゼンチンの大多数が給料を預ける場所を選ぶ自由を好むことを示す世論調査にもかかわらず、その条項を除外することに同意しました。

銀行への不信感がウォレットの採用を促進
モネロの価格ブレイクダウンが始まる?ディップバイヤーがXMRの135ドルへの下落と戦っています。モネロの価格は1月中旬以来、圧力を受け続けていますが、暗号市場の一部は安定を試みています。1月下旬に急落した後、XMRの価格は2月6日に276ドル付近でサポートを見つけ、それ以来少し上昇しました。 しかし、この回復は不安定に見えます。チャートパターン、弱いディップバイイング、混合されたセンチメントデータは、モネロがまだ別の大きな下落に向かっている可能性があることを示唆しています。 ベアフラッグのブレイクダウンと弱いディップバイイングがXMRに圧力をかけています。 1月14日以来、モネロは下落する構造の中で取引されていますが、これはベアリッシュなポール&フラッグパターンに似ています。ベアフラッグは急落後に形成される短期間の統合であり(XMRの場合は2月6日に終了)、しばしば下落トレンドが続く可能性があることを示します。

モネロの価格ブレイクダウンが始まる?ディップバイヤーがXMRの135ドルへの下落と戦っています。

モネロの価格は1月中旬以来、圧力を受け続けていますが、暗号市場の一部は安定を試みています。1月下旬に急落した後、XMRの価格は2月6日に276ドル付近でサポートを見つけ、それ以来少し上昇しました。

しかし、この回復は不安定に見えます。チャートパターン、弱いディップバイイング、混合されたセンチメントデータは、モネロがまだ別の大きな下落に向かっている可能性があることを示唆しています。

ベアフラッグのブレイクダウンと弱いディップバイイングがXMRに圧力をかけています。

1月14日以来、モネロは下落する構造の中で取引されていますが、これはベアリッシュなポール&フラッグパターンに似ています。ベアフラッグは急落後に形成される短期間の統合であり(XMRの場合は2月6日に終了)、しばしば下落トレンドが続く可能性があることを示します。
翻訳参照
Coinbase Users Hit Temporary Crypto Roadblock Just Before Q4 Earnings ReleaseSome Coinbase users are currently experiencing a temporary disruption, leaving them unable to buy, sell, or transfer digital assets on Coinbase.com. The issue, first reported by the platform on social media, has prompted concern among traders, though the company reassures customers that all funds remain secure. Temporary Service Disruption Leaves Coinbase Users Unable to Trade Coinbase, the largest US-based crypto exchange, confirmed the disruption in a statement on its official Twitter support channel, noting: “We are aware that customers may be unable to buy, sell, or transfer on Coinbase.com at this time. Our team is investigating this issue and will provide an update. Your funds are safe,” the exchange shared in a post. The company emphasized that the outage is temporary and that there is no indication of any long-term risk to user accounts or funds. Updates will be provided as the investigation progresses. Community trackers and crypto news accounts, including MilkRoad, quickly picked up the report, echoing Coinbase’s statement. While the cause of the disruption has not yet been disclosed, Coinbase’s quick acknowledgment reflects the platform’s growing focus on transparency amid increased scrutiny of crypto exchange reliability. Temporary outages on exchanges, though relatively rare, can have ripple effects on trading activity and market sentiment, especially for high-volume users or during periods of heightened market volatility. Some users have expressed frustration on social media, noting that being unable to execute trades temporarily could affect active positions. However, such disruptions are often resolved quickly and typically do not result in financial loss. Coinbase Q4 Earnings In Focus The incident comes ahead of Coinbase’s earnings report, with the exchange scheduled to release its Q4 2025 and full-year 2025 financial results today, Thursday, February 12, 2026, after market close (US time). The market sentiment ahead of Coinbase earnings is predominantly cautious to bearish in the short term, driven by expectations of a sequential decline in key metrics amid softer crypto trading volumes, lower asset prices, and broader market weakness. Analysts at Monness, Crespi, Hardt have also downgraded COIN stock amid predictions that Coinbase will struggle to meet Q4 earnings forecasts. The downgrade reflects ongoing issues in digital asset trading and reduced visibility in near-term financial performance. Coinbase (COIN) Stock Performance. Source: TradingView As of this writing, COIN stock was trading for $140.31, down by over 45% year-to-date. While revenue is likely to lag, long-term prospects remain intact.

Coinbase Users Hit Temporary Crypto Roadblock Just Before Q4 Earnings Release

Some Coinbase users are currently experiencing a temporary disruption, leaving them unable to buy, sell, or transfer digital assets on Coinbase.com.

The issue, first reported by the platform on social media, has prompted concern among traders, though the company reassures customers that all funds remain secure.

Temporary Service Disruption Leaves Coinbase Users Unable to Trade

Coinbase, the largest US-based crypto exchange, confirmed the disruption in a statement on its official Twitter support channel, noting:

“We are aware that customers may be unable to buy, sell, or transfer on Coinbase.com at this time. Our team is investigating this issue and will provide an update. Your funds are safe,” the exchange shared in a post.

The company emphasized that the outage is temporary and that there is no indication of any long-term risk to user accounts or funds. Updates will be provided as the investigation progresses.

Community trackers and crypto news accounts, including MilkRoad, quickly picked up the report, echoing Coinbase’s statement.

While the cause of the disruption has not yet been disclosed, Coinbase’s quick acknowledgment reflects the platform’s growing focus on transparency amid increased scrutiny of crypto exchange reliability.

Temporary outages on exchanges, though relatively rare, can have ripple effects on trading activity and market sentiment, especially for high-volume users or during periods of heightened market volatility.

Some users have expressed frustration on social media, noting that being unable to execute trades temporarily could affect active positions. However, such disruptions are often resolved quickly and typically do not result in financial loss.

Coinbase Q4 Earnings In Focus

The incident comes ahead of Coinbase’s earnings report, with the exchange scheduled to release its Q4 2025 and full-year 2025 financial results today, Thursday, February 12, 2026, after market close (US time).

The market sentiment ahead of Coinbase earnings is predominantly cautious to bearish in the short term, driven by expectations of a sequential decline in key metrics amid softer crypto trading volumes, lower asset prices, and broader market weakness.

Analysts at Monness, Crespi, Hardt have also downgraded COIN stock amid predictions that Coinbase will struggle to meet Q4 earnings forecasts.

The downgrade reflects ongoing issues in digital asset trading and reduced visibility in near-term financial performance.

Coinbase (COIN) Stock Performance. Source: TradingView

As of this writing, COIN stock was trading for $140.31, down by over 45% year-to-date. While revenue is likely to lag, long-term prospects remain intact.
米国の金融危機のシグナルが赤信号を点灯させ、金と銀の価格が急落金と銀は木曜日に急落し、米国の金融ストレスの高まりの中で既に緊張している市場を揺るがしました。 スポット金は3%以上下落し、銀は10%以上急落し、最近の反発の一部を逆転させました。 米国の記録的な債務と増加する破産の中での金と銀に対する悪いニュース この記事を書いている時点で、金は$4,956で取引されており、3.97%下落し、銀は過去24時間で10.65%失った後、$76.74で取引されています。 突然の売りが発生し、アナリストや投資家はハード資産のより広範な価格再評価が進行しているかどうかを疑問視しています。

米国の金融危機のシグナルが赤信号を点灯させ、金と銀の価格が急落

金と銀は木曜日に急落し、米国の金融ストレスの高まりの中で既に緊張している市場を揺るがしました。

スポット金は3%以上下落し、銀は10%以上急落し、最近の反発の一部を逆転させました。

米国の記録的な債務と増加する破産の中での金と銀に対する悪いニュース

この記事を書いている時点で、金は$4,956で取引されており、3.97%下落し、銀は過去24時間で10.65%失った後、$76.74で取引されています。

突然の売りが発生し、アナリストや投資家はハード資産のより広範な価格再評価が進行しているかどうかを疑問視しています。
翻訳参照
Ethereum Sitting In The “Opportunity Zone“ Is Still Struggling At Price RecoveryEthereum price remains under pressure after a sharp decline that unsettled investors across the crypto market.  Although Ethereum appears to be entering a historically favorable accumulation zone, on-chain indicators reveal mixed conviction among different holder cohorts. Ethereum Is In a Prime Accumulation Range Ethereum’s Market Value to Realized Value, or MVRV, ratio indicates that ETH has entered what analysts describe as an “opportunity zone.” This range lies between negative 18% and negative 28%. Historically, when MVRV falls into this band, selling pressure approaches exhaustion. Previous entries into this zone often preceded price reversals. Investors typically accumulate when unrealized losses deepen. Such behavior can stabilize the Ethereum price and initiate recovery phases. However, historical probability does not guarantee immediate upside. Want more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here. Ethereum MVRV Ratio. Source: Santiment Current macro conditions complicate the outlook. Liquidity constraints and cautious sentiment may delay accumulation. While MVRV suggests undervaluation relative to realized cost basis, broader market weakness could suppress momentum and extend consolidation before any meaningful rebound begins. Ethereum Holders Are Leaning Differently Short-term holders are regaining influence over Ethereum price action. The MVRV Long/Short Difference measures profitability between long-term and short-term holders. Deeply negative readings signal greater profitability among short-term holders compared to long-term investors. Toward the end of January, the metric suggested profitability was shifting away from short-term traders. That trend hinted at an improving structure. However, the recent decline reversed that dynamic, restoring short-term holder profits. These investors typically sell quickly, increasing vulnerability to renewed downside pressure. Ethereum MVRV Long/Short Difference. Source: Santiment The HODLer net position change metric reveals another shift. Long-term holders previously exhibited steady accumulation. In recent days, the buying pressure has transitioned into distribution, reflecting reduced confidence among strategic investors. Long-term holder selling adds structural risk. These participants often provide foundational support during downturns. Without renewed accumulation from this cohort, the Ethereum price may struggle to absorb supply. Current data shows limited evidence of strong counterbalancing demand. Ethereum HODLer Net Position Change. Source: Glassnode ETH Price May Look At Consolidation Ethereum price trades at $1,983 and remains above the $1,811 support level. Despite this stability, the altcoin recently marked a nine-month low at $1,743. Maintaining $1,811 is critical to prevent deeper technical deterioration. Given ongoing selling from both short-term and long-term holders, recovery may face resistance near $2,238. Continued weakness could keep ETH trading closer to support rather than challenging overhead barriers. A confirmed breakdown below $1,811 may expose Ethereum to $1,571. Ethereum Price Analysis. Source: TradingView Alternatively, reduced selling from short-term holders could ease pressure. If long-term holders resume accumulation, Ethereum may attempt a stronger rebound. A decisive move above $2,238, followed by a rally past $2,509, would invalidate the bearish thesis and improve the medium-term outlook.

Ethereum Sitting In The “Opportunity Zone“ Is Still Struggling At Price Recovery

Ethereum price remains under pressure after a sharp decline that unsettled investors across the crypto market. 

Although Ethereum appears to be entering a historically favorable accumulation zone, on-chain indicators reveal mixed conviction among different holder cohorts.

Ethereum Is In a Prime Accumulation Range

Ethereum’s Market Value to Realized Value, or MVRV, ratio indicates that ETH has entered what analysts describe as an “opportunity zone.” This range lies between negative 18% and negative 28%. Historically, when MVRV falls into this band, selling pressure approaches exhaustion.

Previous entries into this zone often preceded price reversals. Investors typically accumulate when unrealized losses deepen. Such behavior can stabilize the Ethereum price and initiate recovery phases. However, historical probability does not guarantee immediate upside.

Want more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.

Ethereum MVRV Ratio. Source: Santiment

Current macro conditions complicate the outlook. Liquidity constraints and cautious sentiment may delay accumulation. While MVRV suggests undervaluation relative to realized cost basis, broader market weakness could suppress momentum and extend consolidation before any meaningful rebound begins.

Ethereum Holders Are Leaning Differently

Short-term holders are regaining influence over Ethereum price action. The MVRV Long/Short Difference measures profitability between long-term and short-term holders. Deeply negative readings signal greater profitability among short-term holders compared to long-term investors.

Toward the end of January, the metric suggested profitability was shifting away from short-term traders. That trend hinted at an improving structure. However, the recent decline reversed that dynamic, restoring short-term holder profits. These investors typically sell quickly, increasing vulnerability to renewed downside pressure.

Ethereum MVRV Long/Short Difference. Source: Santiment

The HODLer net position change metric reveals another shift. Long-term holders previously exhibited steady accumulation. In recent days, the buying pressure has transitioned into distribution, reflecting reduced confidence among strategic investors.

Long-term holder selling adds structural risk. These participants often provide foundational support during downturns. Without renewed accumulation from this cohort, the Ethereum price may struggle to absorb supply. Current data shows limited evidence of strong counterbalancing demand.

Ethereum HODLer Net Position Change. Source: Glassnode ETH Price May Look At Consolidation

Ethereum price trades at $1,983 and remains above the $1,811 support level. Despite this stability, the altcoin recently marked a nine-month low at $1,743. Maintaining $1,811 is critical to prevent deeper technical deterioration.

Given ongoing selling from both short-term and long-term holders, recovery may face resistance near $2,238. Continued weakness could keep ETH trading closer to support rather than challenging overhead barriers. A confirmed breakdown below $1,811 may expose Ethereum to $1,571.

Ethereum Price Analysis. Source: TradingView

Alternatively, reduced selling from short-term holders could ease pressure. If long-term holders resume accumulation, Ethereum may attempt a stronger rebound. A decisive move above $2,238, followed by a rally past $2,509, would invalidate the bearish thesis and improve the medium-term outlook.
ヴィタリック・ブテリン、ロシア・ウクライナ戦争のための暗号駆動の政治改革を提案イーサリアムの共同創設者ヴィタリック・ブテリンは、ロシアのウクライナ侵攻を「犯罪的な侵略」と非難しました。彼は、ロシアの政治システムを変革するために、暗号通貨に触発されたガバナンス原則を適用することを提唱しています。 彼の発言は、2026年2月24日の侵攻4周年を前に発表され、ブロックチェーンの概念をヨーロッパとウクライナの長期的な安全に結びつけています。 ヴィタリック・ブテリン、ウクライナへの支持の中で侵略を非難 ロシア・カナダの革新者は、紛争を道徳的に曖昧とするナarrティブを直接拒否しました。彼は、ロシアのウクライナ侵攻は正当化されるべきではないと強調しました。

ヴィタリック・ブテリン、ロシア・ウクライナ戦争のための暗号駆動の政治改革を提案

イーサリアムの共同創設者ヴィタリック・ブテリンは、ロシアのウクライナ侵攻を「犯罪的な侵略」と非難しました。彼は、ロシアの政治システムを変革するために、暗号通貨に触発されたガバナンス原則を適用することを提唱しています。

彼の発言は、2026年2月24日の侵攻4周年を前に発表され、ブロックチェーンの概念をヨーロッパとウクライナの長期的な安全に結びつけています。

ヴィタリック・ブテリン、ウクライナへの支持の中で侵略を非難

ロシア・カナダの革新者は、紛争を道徳的に曖昧とするナarrティブを直接拒否しました。彼は、ロシアのウクライナ侵攻は正当化されるべきではないと強調しました。
翻訳参照
LINK Stuck Near 6-Year Support Despite Major Partnerships With Robinhood and OndoChainlink (LINK), one of the leading oracle platforms, has struggled to find a recovery throughout February. Despite multiple pieces of positive news, selling pressure has remained persistent. As price action reaches a support level that has held for six years, February could be the decisive moment for LINK to enter a new price phase. Positive Developments in February Fail to Offset Selling Pressure Price data shows that the current level around $8.4 aligns with a long-term support trendline that has held since 2020. This makes LINK’s price behavior in the coming days a key reference point for analysts when forming longer-term projections. Chainlink (LINK) Price Performance. Source: TradingView Recent signals from strategic partnerships could, in theory, strengthen LINK’s appeal. Robinhood has launched a public testnet for Robinhood Chain, a Layer 2 network on Arbitrum designed for tokenized assets. More importantly, Chainlink serves as the platform’s oracle provider. The integration allows developers to leverage Chainlink’s data feeds, interoperability, and compliance standards to support advanced tokenization use cases. Similarly, Ondo Finance, a platform focused on tokenized real-world assets, has selected Chainlink as its official data provider. The goal is to accelerate the adoption of tokenized stocks and ETFs. This collaboration enables tokenized U.S. securities to operate across Ethereum’s DeFi ecosystem, secured by institutional-grade data. “Using Chainlink, DeFi protocols can now price Ondo Global Markets assets with best-in-class accuracy, manage positions safely, and provide users with more protection during volatile market conditions,” Ondo Finance stated. The benefits from the Robinhood and Ondo partnerships have not translated into an immediate price increase. Weak overall market sentiment appears to be the main constraint. LINK showed no clear rebound from the six-year support level when these announcements were released. On another front, exchange-side selling pressure has intensified. Exchange Inflow (Top 10) rose sharply in February 2026. Chainlink Exchange Inflow (Top 10). Source: CryptoQuant This metric measures the total amount of coins from the top 10 inflow transactions to exchanges. Elevated values indicate that large volumes of LINK are being deposited at once. This behavior often signals rising sell-side pressure. A similar spike occurred in September last year. LINK’s price began to decline shortly afterward. The metric has now started rising again. This trend may suggest that some large holders are preparing to liquidate, adding to downward price pressure. Sustained selling pressure could push LINK below its six-year support. However, partnerships with Robinhood and Ondo still provide long-term optimism. A meaningful recovery will likely require a more favorable market environment to align with Chainlink’s underlying fundamentals.

LINK Stuck Near 6-Year Support Despite Major Partnerships With Robinhood and Ondo

Chainlink (LINK), one of the leading oracle platforms, has struggled to find a recovery throughout February. Despite multiple pieces of positive news, selling pressure has remained persistent.

As price action reaches a support level that has held for six years, February could be the decisive moment for LINK to enter a new price phase.

Positive Developments in February Fail to Offset Selling Pressure

Price data shows that the current level around $8.4 aligns with a long-term support trendline that has held since 2020. This makes LINK’s price behavior in the coming days a key reference point for analysts when forming longer-term projections.

Chainlink (LINK) Price Performance. Source: TradingView

Recent signals from strategic partnerships could, in theory, strengthen LINK’s appeal.

Robinhood has launched a public testnet for Robinhood Chain, a Layer 2 network on Arbitrum designed for tokenized assets. More importantly, Chainlink serves as the platform’s oracle provider. The integration allows developers to leverage Chainlink’s data feeds, interoperability, and compliance standards to support advanced tokenization use cases.

Similarly, Ondo Finance, a platform focused on tokenized real-world assets, has selected Chainlink as its official data provider. The goal is to accelerate the adoption of tokenized stocks and ETFs. This collaboration enables tokenized U.S. securities to operate across Ethereum’s DeFi ecosystem, secured by institutional-grade data.

“Using Chainlink, DeFi protocols can now price Ondo Global Markets assets with best-in-class accuracy, manage positions safely, and provide users with more protection during volatile market conditions,” Ondo Finance stated.

The benefits from the Robinhood and Ondo partnerships have not translated into an immediate price increase. Weak overall market sentiment appears to be the main constraint. LINK showed no clear rebound from the six-year support level when these announcements were released.

On another front, exchange-side selling pressure has intensified. Exchange Inflow (Top 10) rose sharply in February 2026.

Chainlink Exchange Inflow (Top 10). Source: CryptoQuant

This metric measures the total amount of coins from the top 10 inflow transactions to exchanges. Elevated values indicate that large volumes of LINK are being deposited at once. This behavior often signals rising sell-side pressure.

A similar spike occurred in September last year. LINK’s price began to decline shortly afterward. The metric has now started rising again. This trend may suggest that some large holders are preparing to liquidate, adding to downward price pressure.

Sustained selling pressure could push LINK below its six-year support. However, partnerships with Robinhood and Ondo still provide long-term optimism. A meaningful recovery will likely require a more favorable market environment to align with Chainlink’s underlying fundamentals.
スタンダードチャータードがビットコインの回復前に$50,000まで下落すると予測 | アメリカのクリプトニュースアメリカのクリプトニュースモーニングブリーフィングへようこそ—明日に向けたクリプトの最も重要な進展の要約です。 コーヒーを一杯どうぞ。クリプト市場は再び不安定な時期に突入する可能性があります。アナリストたちは、マクロの不確実性が高まり、投資家のセンチメントが弱まる中で、さらなるボラティリティが待ち受けているかもしれないと警告しています。これは、意味のある回復が始まる前の決定的な瞬間を迎えるための舞台を整えています。 今日のクリプトニュース: スタンダードチャータードが最終キャピチュレーションの警告、ビットコインが回復前に$50,000まで下落するとの予測。

スタンダードチャータードがビットコインの回復前に$50,000まで下落すると予測 | アメリカのクリプトニュース

アメリカのクリプトニュースモーニングブリーフィングへようこそ—明日に向けたクリプトの最も重要な進展の要約です。

コーヒーを一杯どうぞ。クリプト市場は再び不安定な時期に突入する可能性があります。アナリストたちは、マクロの不確実性が高まり、投資家のセンチメントが弱まる中で、さらなるボラティリティが待ち受けているかもしれないと警告しています。これは、意味のある回復が始まる前の決定的な瞬間を迎えるための舞台を整えています。

今日のクリプトニュース: スタンダードチャータードが最終キャピチュレーションの警告、ビットコインが回復前に$50,000まで下落するとの予測。
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