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The Old Stablecoin Playbook Doesn’t Apply Anymore: Here’s What Banks Need to Know Now
TLDR:
Paxos says regulated stablecoins must meet strict reserve and capital standards to operate in the U.S. market.
Stablecoins function as payment rails and settlement infrastructure, not as direct replacements for bank deposits.
Global corporations are now using stablecoins to move millions of dollars in minutes instead of days across borders.
Banks that issue or custody stablecoins can turn a perceived competitive threat into an entirely new revenue stream.
The old stablecoin playbook doesn’t apply anymore, and banks are beginning to take notice. The introduction of the GENIUS Act by the U.S. Congress has pushed financial institutions to reconsider long-held assumptions about stablecoins.
What was once dismissed as a crypto-trader tool has grown into a multi-trillion-dollar market. Banks that continue operating on outdated beliefs risk falling behind fintechs and blockchain-native competitors. The regulatory and commercial landscape has fundamentally shifted.
Outdated Assumptions About Regulation and Risk No Longer Hold
For years, banks treated stablecoins as unregulated, high-risk instruments sitting outside traditional finance. That view no longer reflects reality.
Jurisdictions including Singapore, the European Union, and the United States have established clear frameworks for stablecoin issuance and custody.
The GENIUS Act adds further structure, making regulated stablecoins the only viable path forward in the U.S. market.
Regulated issuers like Paxos already operate under strict reserve management standards and capital requirements. Consumer protections are built into these frameworks, reducing institutional risk considerably.
Banks can now engage with stablecoins knowing that legal guardrails are firmly in place. The compliance infrastructure that once seemed absent is now well established.
The old playbook also treated stablecoins as threats to financial stability. That assumption, too, has aged poorly. Paxos stated that “well-regulated stablecoins actually enhance financial stability by increasing transparency, speed and efficiency.”
On-chain stablecoin transactions are publicly auditable in real time, offering transparency that traditional interbank transfers cannot match.
Paxos further noted that “reserves held in short-term Treasuries are safer than many bank assets.” Banks clinging to outdated risk narratives are working from an incomplete picture.
Global regulatory bodies are aligning on oversight standards at a steady pace. Updating that picture is now a strategic necessity, not just an operational preference.
Banks That Rewrite the Playbook Stand to Gain the Most
The old stablecoin playbook also cast stablecoins as deposit killers threatening bank lending capacity. Paxos pushed back on that directly, stating that “stablecoins serve as rails for payments, settlement and capital efficiency in ways that deposit accounts cannot.”
Banks can issue or custody stablecoins themselves, turning a perceived competitive threat into a growth product. Just as electronic payments once seemed disruptive, stablecoins can expand balance sheets when embraced strategically.
Stablecoins now power cross-border remittances, tokenized asset settlement, and on-chain capital markets at scale. Global corporations are moving millions of dollars in minutes rather than days using stablecoin infrastructure.
Paxos confirmed that “asset managers use them as cash legs for tokenized assets and broker-dealers are leveraging them to create new revenue streams.”
These are not theoretical use cases — they are active, high-volume applications already reshaping global finance.
Paxos was direct in its assessment, saying that “financial institutions that deny this reality are ignoring the signals of market transformation.”
Banks that update their thinking can unlock faster settlement, improved liquidity management, and entirely new client offerings.
The old narrative that stablecoins were only for crypto exchanges has been overtaken by market reality. Those that don’t adapt may find competitors have already claimed that ground.
Paxos summed up the broader shift clearly: “Stablecoins are not a threat to banking — they are an evolution of money that can make banks more competitive.” The window to rewrite the playbook remains open, but it continues to narrow.
Banks that move now can help shape how stablecoins integrate with traditional financial infrastructure. Those that wait may find the terms of that integration have already been set by others.
The post The Old Stablecoin Playbook Doesn’t Apply Anymore: Here’s What Banks Need to Know Now appeared first on Blockonomi.
Paxos says regulated stablecoins must meet strict reserve and capital standards to operate in the U.S. market.
Stablecoins function as payment rails and settlement infrastructure, not as direct replacements for bank deposits.
Global corporations are now using stablecoins to move millions of dollars in minutes instead of days across borders.
Banks that issue or custody stablecoins can turn a perceived competitive threat into an entirely new revenue stream.
The old stablecoin playbook doesn’t apply anymore, and banks are beginning to take notice. The introduction of the GENIUS Act by the U.S. Congress has pushed financial institutions to reconsider long-held assumptions about stablecoins.
What was once dismissed as a crypto-trader tool has grown into a multi-trillion-dollar market. Banks that continue operating on outdated beliefs risk falling behind fintechs and blockchain-native competitors. The regulatory and commercial landscape has fundamentally shifted.
Outdated Assumptions About Regulation and Risk No Longer Hold
For years, banks treated stablecoins as unregulated, high-risk instruments sitting outside traditional finance. That view no longer reflects reality.
Jurisdictions including Singapore, the European Union, and the United States have established clear frameworks for stablecoin issuance and custody.
The GENIUS Act adds further structure, making regulated stablecoins the only viable path forward in the U.S. market.
Regulated issuers like Paxos already operate under strict reserve management standards and capital requirements. Consumer protections are built into these frameworks, reducing institutional risk considerably.
Banks can now engage with stablecoins knowing that legal guardrails are firmly in place. The compliance infrastructure that once seemed absent is now well established.
The old playbook also treated stablecoins as threats to financial stability. That assumption, too, has aged poorly. Paxos stated that “well-regulated stablecoins actually enhance financial stability by increasing transparency, speed and efficiency.”
On-chain stablecoin transactions are publicly auditable in real time, offering transparency that traditional interbank transfers cannot match.
Paxos further noted that “reserves held in short-term Treasuries are safer than many bank assets.” Banks clinging to outdated risk narratives are working from an incomplete picture.
Global regulatory bodies are aligning on oversight standards at a steady pace. Updating that picture is now a strategic necessity, not just an operational preference.
Banks That Rewrite the Playbook Stand to Gain the Most
The old stablecoin playbook also cast stablecoins as deposit killers threatening bank lending capacity. Paxos pushed back on that directly, stating that “stablecoins serve as rails for payments, settlement and capital efficiency in ways that deposit accounts cannot.”
Banks can issue or custody stablecoins themselves, turning a perceived competitive threat into a growth product. Just as electronic payments once seemed disruptive, stablecoins can expand balance sheets when embraced strategically.
Stablecoins now power cross-border remittances, tokenized asset settlement, and on-chain capital markets at scale. Global corporations are moving millions of dollars in minutes rather than days using stablecoin infrastructure.
Paxos confirmed that “asset managers use them as cash legs for tokenized assets and broker-dealers are leveraging them to create new revenue streams.”
These are not theoretical use cases — they are active, high-volume applications already reshaping global finance.
Paxos was direct in its assessment, saying that “financial institutions that deny this reality are ignoring the signals of market transformation.”
Banks that update their thinking can unlock faster settlement, improved liquidity management, and entirely new client offerings.
The old narrative that stablecoins were only for crypto exchanges has been overtaken by market reality. Those that don’t adapt may find competitors have already claimed that ground.
Paxos summed up the broader shift clearly: “Stablecoins are not a threat to banking — they are an evolution of money that can make banks more competitive.” The window to rewrite the playbook remains open, but it continues to narrow.
Banks that move now can help shape how stablecoins integrate with traditional financial infrastructure. Those that wait may find the terms of that integration have already been set by others.
The post The Old Stablecoin Playbook Doesn’t Apply Anymore: Here’s What Banks Need to Know Now appeared first on Blockonomi.
Monero Activity Holds Steady Despite Exchange Delistings, TRM Labs Reports
TLDR:
TRM Labs found that 48% of newly launched darknet markets in 2025 accept only Monero as payment.
Nearly 14–15% of reachable Monero network peers displayed non-standard peer-to-peer protocol behavior.
Ransomware actors prefer XMR, yet most real-world ransom payments are still completed in Bitcoin.
Monero’s on-chain cryptography remains intact, but network-layer dynamics may affect privacy assumptions.
Monero continues to maintain stable on-chain transaction activity despite growing regulatory pressure. TRM Labs released new research showing that XMR usage has remained above pre-2022 levels.
Even after major exchanges removed the privacy coin, demand has not dropped. The findings also reveal unusual peer-to-peer network behavior affecting roughly 14 to 15 percent of observable nodes.
Darknet Markets and Ransomware Drive Persistent Demand
Monero’s appeal in high-risk environments has grown considerably over the past few years. Nearly 48 percent of newly launched darknet markets in 2025 support XMR exclusively.
That figure marks a sharp rise compared to earlier years when Bitcoin remained the dominant option. Western-facing markets are leading this shift, partly due to improved tracing capabilities on transparent blockchains.
Ransomware groups still express a clear preference for receiving payments in Monero. However, most actual ransom settlements continue to occur in Bitcoin due to liquidity advantages.
Bitcoin remains easier to acquire and convert at scale, even though it is more traceable. That gap between preference and practice reflects a real tension between privacy and usability.
TRM Labs addressed this directly, stating, “Most ransomware payments still occur in BTC—liquidity matters.” The firm also noted that “48% of new darknet markets in 2025 are XMR-only,” indicating a measurable structural shift in how high-risk actors choose to operate.
Despite exchange delistings and enforcement pressure, XMR activity on Monero remains above pre-2022 levels.
Key findings from our latest research:
48% of new darknet markets in 2025 are XMR-only
Most ransomware payments still occur in BTC — liquidity matters
14–15% of… pic.twitter.com/BYPJMrLaJN
— TRM Labs (@trmlabs) February 16, 2026
Monero’s thinner market structure also contributes to higher price volatility. Over the past 30 days, XMR showed realized volatility roughly 2.5 times that of Bitcoin.
Despite fewer on-ramps and reduced exchange support, on-chain Monero usage has not contracted meaningfully. This pattern points to a user base that actively seeks privacy rather than casual retail participation.
Users accept higher friction and fewer options to preserve anonymity. That behavior keeps Monero relevant even as other assets become more transparent.
Network-Layer Behavior Introduces New Investigative Considerations
TRM Labs also collaborated with academic researchers to study Monero’s peer-to-peer network behavior. Around 14 to 15 percent of reachable peers showed non-standard behavior compared to protocol expectations.
These deviations included irregular handshake patterns, unusual message timing, and atypical peer list composition. The behavior persisted across multiple observation periods, suggesting systematic rather than random causes.
Infrastructure concentration emerged as a recurring pattern within the non-standard peer data. A small number of hosting environments accounted for a disproportionately large share of these peers.
TRM Labs noted that “14–15% of Monero peers show non-standard network behavior,” adding that “network-layer dynamics can influence real-world privacy assumptions.” That visibility can matter even when cryptographic protections remain fully intact.
TRM emphasized that these findings do not reflect a failure of Monero’s cryptography. The on-chain privacy features, including ring signatures and stealth addresses, remain technically sound.
As TRM Labs put it, “Monero’s cryptography remains strong,” yet the firm cautioned that peer-to-peer behavior can introduce structural visibility affecting theoretical anonymity models. Real-world conditions can introduce observable structure that affects certain investigative threat models.
The research does not assign intent or identify specific operators behind the non-standard nodes. It instead describes behavioral patterns that deviate from standard client implementations.
Those patterns, combined with growing XMR-only market adoption, give investigators new structural data points to consider. Monero remains a distinct challenge, but its network layer now draws greater scrutiny.
The post Monero Activity Holds Steady Despite Exchange Delistings, TRM Labs Reports appeared first on Blockonomi.
TRM Labs found that 48% of newly launched darknet markets in 2025 accept only Monero as payment.
Nearly 14–15% of reachable Monero network peers displayed non-standard peer-to-peer protocol behavior.
Ransomware actors prefer XMR, yet most real-world ransom payments are still completed in Bitcoin.
Monero’s on-chain cryptography remains intact, but network-layer dynamics may affect privacy assumptions.
Monero continues to maintain stable on-chain transaction activity despite growing regulatory pressure. TRM Labs released new research showing that XMR usage has remained above pre-2022 levels.
Even after major exchanges removed the privacy coin, demand has not dropped. The findings also reveal unusual peer-to-peer network behavior affecting roughly 14 to 15 percent of observable nodes.
Darknet Markets and Ransomware Drive Persistent Demand
Monero’s appeal in high-risk environments has grown considerably over the past few years. Nearly 48 percent of newly launched darknet markets in 2025 support XMR exclusively.
That figure marks a sharp rise compared to earlier years when Bitcoin remained the dominant option. Western-facing markets are leading this shift, partly due to improved tracing capabilities on transparent blockchains.
Ransomware groups still express a clear preference for receiving payments in Monero. However, most actual ransom settlements continue to occur in Bitcoin due to liquidity advantages.
Bitcoin remains easier to acquire and convert at scale, even though it is more traceable. That gap between preference and practice reflects a real tension between privacy and usability.
TRM Labs addressed this directly, stating, “Most ransomware payments still occur in BTC—liquidity matters.” The firm also noted that “48% of new darknet markets in 2025 are XMR-only,” indicating a measurable structural shift in how high-risk actors choose to operate.
Despite exchange delistings and enforcement pressure, XMR activity on Monero remains above pre-2022 levels.
Key findings from our latest research:
48% of new darknet markets in 2025 are XMR-only
Most ransomware payments still occur in BTC — liquidity matters
14–15% of… pic.twitter.com/BYPJMrLaJN
— TRM Labs (@trmlabs) February 16, 2026
Monero’s thinner market structure also contributes to higher price volatility. Over the past 30 days, XMR showed realized volatility roughly 2.5 times that of Bitcoin.
Despite fewer on-ramps and reduced exchange support, on-chain Monero usage has not contracted meaningfully. This pattern points to a user base that actively seeks privacy rather than casual retail participation.
Users accept higher friction and fewer options to preserve anonymity. That behavior keeps Monero relevant even as other assets become more transparent.
Network-Layer Behavior Introduces New Investigative Considerations
TRM Labs also collaborated with academic researchers to study Monero’s peer-to-peer network behavior. Around 14 to 15 percent of reachable peers showed non-standard behavior compared to protocol expectations.
These deviations included irregular handshake patterns, unusual message timing, and atypical peer list composition. The behavior persisted across multiple observation periods, suggesting systematic rather than random causes.
Infrastructure concentration emerged as a recurring pattern within the non-standard peer data. A small number of hosting environments accounted for a disproportionately large share of these peers.
TRM Labs noted that “14–15% of Monero peers show non-standard network behavior,” adding that “network-layer dynamics can influence real-world privacy assumptions.” That visibility can matter even when cryptographic protections remain fully intact.
TRM emphasized that these findings do not reflect a failure of Monero’s cryptography. The on-chain privacy features, including ring signatures and stealth addresses, remain technically sound.
As TRM Labs put it, “Monero’s cryptography remains strong,” yet the firm cautioned that peer-to-peer behavior can introduce structural visibility affecting theoretical anonymity models. Real-world conditions can introduce observable structure that affects certain investigative threat models.
The research does not assign intent or identify specific operators behind the non-standard nodes. It instead describes behavioral patterns that deviate from standard client implementations.
Those patterns, combined with growing XMR-only market adoption, give investigators new structural data points to consider. Monero remains a distinct challenge, but its network layer now draws greater scrutiny.
The post Monero Activity Holds Steady Despite Exchange Delistings, TRM Labs Reports appeared first on Blockonomi.
Axelar Network Integrates Stellar to Power Institutional Cross-Chain Finance
TLDR:
Axelar Network has integrated Stellar, connecting its payments infrastructure with cross-chain interoperability tools
Solv Protocol, Stronghold, and Squid Router launched live on the Axelar-Stellar integration at launch day.
Stronghold bridges SHx between Stellar and Ethereum, maintaining a unified 1:1 token supply across both chains.
Axelar’s 2026 roadmap targets compliant, institutional-grade infrastructure, aligning closely with Stellar’s focus.
Axelar Network has completed its integration with Stellar, linking two key infrastructure layers in the digital asset space.
The move connects Stellar’s payments and asset issuance capabilities with Axelar’s cross-chain interoperability protocol. At launch, Solv Protocol, Stronghold, and Squid Router are already live and operational.
The integration opens new pathways for tokenization, trading, and yield products across blockchain networks for institutional and retail participants alike.
New Cross-Chain Capabilities Reach Builders Immediately
Axelar Network confirmed the integration is live, with projects already building on the combined infrastructure. Stellar brings high throughput, low fees, and native compliance tooling to the table.
Its ecosystem includes payment providers, fintech platforms, and capital markets participants with an established developer base.
The Axelar team announced the milestone on X, stating: “Stellar is now live on Axelar. This integration expands institutional-grade onchain finance, connecting @StellarOrg’s strengths in payments and asset issuance with Axelar’s interoperability layer. At launch, @SolvProtocol, @strongholdpay, and @squidrouter are already live.”
Stellar is now live on Axelar.
This integration expands institutional-grade onchain finance, connecting @StellarOrg’s strengths in payments and asset issuance with Axelar’s interoperability layer.
At launch, @SolvProtocol, @strongholdpay, and @squidrouter are already live.…
— Axelar Network (@axelar) February 16, 2026
Solv Protocol is among the first to build on the combined stack. Solv is a major allocator in tokenized real-world assets and holds the largest onchain Bitcoin reserve.
Through Axelar and Stellar, Solv can extend yield-bearing products into cross-chain markets. Builders can bridge solvBTC to Stellar today using Solv’s cross-chain application.
Stronghold is bridging its SHx token between Stellar and Ethereum through Axelar’s protocol. The bridge maintains a 1:1 supply across both networks while supporting consistent liquidity.
As noted in the announcement, the bridge allows “SHx holders to move assets freely between the two networks while maintaining a unified 1:1 supply.” SHx holders can already move assets between the two chains via Squid Router.
Institutional Adoption Drives the Integration’s Strategic Direction
Axelar Network’s 2026 roadmap, outlined by Common Prefix, centers on institutional adoption and compliant infrastructure.
Stellar’s focus on payments, regulated asset issuance, and compliance-oriented tools aligns well with that direction.
The roadmap specifically targets “strengthening economic security, enabling compliant and privacy-aware infrastructure, and building institutional products up the stack.”
Squid Router already supports bridging assets including XLM and solvBTC on the integrated network. Its role as a liquidity routing layer allows Stellar-based assets to access broader markets without fragmenting developer workflows. This gives builders immediate cross-chain reach from the Stellar ecosystem.
Financial institutions across global markets continue to explore onchain infrastructure for settlement and trading. Axelar and Stellar co-authored a joint article on onchain retail payments published in The Stablecoin Standard.
That collaboration reflects a shared focus on production-ready infrastructure built for institutional participants.
Axelar Network’s integration with Stellar is fully available to builders today. The announcement confirmed that “applications can begin connecting onchain assets and services across both networks today.”
The integration positions both ecosystems to support the continued growth of regulated, cross-chain digital asset products.
The post Axelar Network Integrates Stellar to Power Institutional Cross-Chain Finance appeared first on Blockonomi.
Axelar Network has integrated Stellar, connecting its payments infrastructure with cross-chain interoperability tools
Solv Protocol, Stronghold, and Squid Router launched live on the Axelar-Stellar integration at launch day.
Stronghold bridges SHx between Stellar and Ethereum, maintaining a unified 1:1 token supply across both chains.
Axelar’s 2026 roadmap targets compliant, institutional-grade infrastructure, aligning closely with Stellar’s focus.
Axelar Network has completed its integration with Stellar, linking two key infrastructure layers in the digital asset space.
The move connects Stellar’s payments and asset issuance capabilities with Axelar’s cross-chain interoperability protocol. At launch, Solv Protocol, Stronghold, and Squid Router are already live and operational.
The integration opens new pathways for tokenization, trading, and yield products across blockchain networks for institutional and retail participants alike.
New Cross-Chain Capabilities Reach Builders Immediately
Axelar Network confirmed the integration is live, with projects already building on the combined infrastructure. Stellar brings high throughput, low fees, and native compliance tooling to the table.
Its ecosystem includes payment providers, fintech platforms, and capital markets participants with an established developer base.
The Axelar team announced the milestone on X, stating: “Stellar is now live on Axelar. This integration expands institutional-grade onchain finance, connecting @StellarOrg’s strengths in payments and asset issuance with Axelar’s interoperability layer. At launch, @SolvProtocol, @strongholdpay, and @squidrouter are already live.”
Stellar is now live on Axelar.
This integration expands institutional-grade onchain finance, connecting @StellarOrg’s strengths in payments and asset issuance with Axelar’s interoperability layer.
At launch, @SolvProtocol, @strongholdpay, and @squidrouter are already live.…
— Axelar Network (@axelar) February 16, 2026
Solv Protocol is among the first to build on the combined stack. Solv is a major allocator in tokenized real-world assets and holds the largest onchain Bitcoin reserve.
Through Axelar and Stellar, Solv can extend yield-bearing products into cross-chain markets. Builders can bridge solvBTC to Stellar today using Solv’s cross-chain application.
Stronghold is bridging its SHx token between Stellar and Ethereum through Axelar’s protocol. The bridge maintains a 1:1 supply across both networks while supporting consistent liquidity.
As noted in the announcement, the bridge allows “SHx holders to move assets freely between the two networks while maintaining a unified 1:1 supply.” SHx holders can already move assets between the two chains via Squid Router.
Institutional Adoption Drives the Integration’s Strategic Direction
Axelar Network’s 2026 roadmap, outlined by Common Prefix, centers on institutional adoption and compliant infrastructure.
Stellar’s focus on payments, regulated asset issuance, and compliance-oriented tools aligns well with that direction.
The roadmap specifically targets “strengthening economic security, enabling compliant and privacy-aware infrastructure, and building institutional products up the stack.”
Squid Router already supports bridging assets including XLM and solvBTC on the integrated network. Its role as a liquidity routing layer allows Stellar-based assets to access broader markets without fragmenting developer workflows. This gives builders immediate cross-chain reach from the Stellar ecosystem.
Financial institutions across global markets continue to explore onchain infrastructure for settlement and trading. Axelar and Stellar co-authored a joint article on onchain retail payments published in The Stablecoin Standard.
That collaboration reflects a shared focus on production-ready infrastructure built for institutional participants.
Axelar Network’s integration with Stellar is fully available to builders today. The announcement confirmed that “applications can begin connecting onchain assets and services across both networks today.”
The integration positions both ecosystems to support the continued growth of regulated, cross-chain digital asset products.
The post Axelar Network Integrates Stellar to Power Institutional Cross-Chain Finance appeared first on Blockonomi.
Vitalik Buterin: You Don’t Need to Agree With Me to Use Ethereum
TLDR:
Buterin confirms users need no alignment with his views on AI, DeFi, or culture to use Ethereum.
He argues calling an app “corposlop” is free speech, not censorship, under Ethereum’s open framework.
Buterin warns that pretend neutrality weakens values, urging crypto builders to state principles clearly.
He compares Ethereum to Linux, saying a full-stack value-aligned ecosystem must exist alongside the protocol.
Ethereum co-founder Vitalik Buterin has issued a wide-ranging statement on personal views, free speech, and decentralized protocols.
He made clear that users do not need to share his opinions to participate in the Ethereum network. At the same time, he firmly asserted his right to openly criticize applications he disagrees with.
His remarks draw a firm line between protocol neutrality and individual expression within the broader ecosystem.
Ethereum Belongs to No Single Voice
Buterin opened his statement by listing several areas where he holds strong personal views. He wrote, “You do not have to agree with me on political topics to use Ethereum,” adding the same applies to his views on DeFi, AI, and even cultural preferences.
He noted that agreement on none of these topics is required to use Ethereum. This reflects the core promise of a permissionless system.
He was direct in stating that Ethereum is a decentralized protocol. As such, no single person — including himself — speaks for the entire ecosystem.
He noted that “the whole concept of permissionlessness and censorship resistance is that you are free to use Ethereum in whatever way you want.” Users are free to build and transact without seeking approval from any central figure.
You do not have to agree with me on which applications are and are not corposlop to use Ethereum.
You do not have to agree with me on what trust assumptions are acceptable in which situations to use Ethereum.
You do not have to agree with me on political topics to use Ethereum.…
— vitalik.eth (@VitalikButerin) February 16, 2026
However, Buterin acknowledged that his individual voice still carries weight in public discourse. He separated his personal commentary from any form of network-level control.
The distinction, he argued, is essential to understanding what decentralization actually means in practice.
Free Speech Carries Responsibility in Crypto
Buterin addressed the tension between criticism and censorship directly in his post. He stated clearly, “If I say that your application is corposlop, I am not censoring you.”
The network remains open regardless of what he says about any project. This, he argued, is the grand bargain of free speech.
Furthermore, he pushed back against what he described as false neutrality. He wrote that “the modern world does not call out for pretend neutrality, where a person puts on a suit and claims to be equally open to all perspectives.”
Instead, he called for the courage to state principles clearly and to point to negative examples when needed. Criticism, in his view, is a civic responsibility, not an attack.
He also noted that principles cannot remain at the protocol layer alone. He argued that “valuing something like freedom, and then acting as though it has consequences on technology choices, but is completely separate from everything else about our lives, is not pragmatic — it is hollow.” Staying silent on broader social questions, he said, weakens the values themselves.
The Linux Parallel and Full-Stack Value Systems
To illustrate his point, Buterin drew a direct comparison to Linux. He noted that “Linux is a technology of user empowerment and freedom,” yet it also serves as “the base layer of a lot of the world’s corposlop.” The same base layer can serve very different ends. Ethereum, he said, operates the same way.
Because of this, he argued that building the protocol is not enough. He wrote that “if you care about Linux because you care about user empowerment and freedom, it is not enough to just build the kernel.”
A full-stack ecosystem aligned with specific values must also exist alongside it. That ecosystem will not be the only way people use Ethereum, but it must remain available.
He closed by noting that the borders of any shared value framework are naturally fuzzy. He acknowledged that “it is possible, and indeed it is the normal case, to align with any one on some axes and not on other axes.” Ethereum, like Linux, will always serve many communities and value systems at once.
The post Vitalik Buterin: You Don’t Need to Agree With Me to Use Ethereum appeared first on Blockonomi.
Buterin confirms users need no alignment with his views on AI, DeFi, or culture to use Ethereum.
He argues calling an app “corposlop” is free speech, not censorship, under Ethereum’s open framework.
Buterin warns that pretend neutrality weakens values, urging crypto builders to state principles clearly.
He compares Ethereum to Linux, saying a full-stack value-aligned ecosystem must exist alongside the protocol.
Ethereum co-founder Vitalik Buterin has issued a wide-ranging statement on personal views, free speech, and decentralized protocols.
He made clear that users do not need to share his opinions to participate in the Ethereum network. At the same time, he firmly asserted his right to openly criticize applications he disagrees with.
His remarks draw a firm line between protocol neutrality and individual expression within the broader ecosystem.
Ethereum Belongs to No Single Voice
Buterin opened his statement by listing several areas where he holds strong personal views. He wrote, “You do not have to agree with me on political topics to use Ethereum,” adding the same applies to his views on DeFi, AI, and even cultural preferences.
He noted that agreement on none of these topics is required to use Ethereum. This reflects the core promise of a permissionless system.
He was direct in stating that Ethereum is a decentralized protocol. As such, no single person — including himself — speaks for the entire ecosystem.
He noted that “the whole concept of permissionlessness and censorship resistance is that you are free to use Ethereum in whatever way you want.” Users are free to build and transact without seeking approval from any central figure.
You do not have to agree with me on which applications are and are not corposlop to use Ethereum.
You do not have to agree with me on what trust assumptions are acceptable in which situations to use Ethereum.
You do not have to agree with me on political topics to use Ethereum.…
— vitalik.eth (@VitalikButerin) February 16, 2026
However, Buterin acknowledged that his individual voice still carries weight in public discourse. He separated his personal commentary from any form of network-level control.
The distinction, he argued, is essential to understanding what decentralization actually means in practice.
Free Speech Carries Responsibility in Crypto
Buterin addressed the tension between criticism and censorship directly in his post. He stated clearly, “If I say that your application is corposlop, I am not censoring you.”
The network remains open regardless of what he says about any project. This, he argued, is the grand bargain of free speech.
Furthermore, he pushed back against what he described as false neutrality. He wrote that “the modern world does not call out for pretend neutrality, where a person puts on a suit and claims to be equally open to all perspectives.”
Instead, he called for the courage to state principles clearly and to point to negative examples when needed. Criticism, in his view, is a civic responsibility, not an attack.
He also noted that principles cannot remain at the protocol layer alone. He argued that “valuing something like freedom, and then acting as though it has consequences on technology choices, but is completely separate from everything else about our lives, is not pragmatic — it is hollow.” Staying silent on broader social questions, he said, weakens the values themselves.
The Linux Parallel and Full-Stack Value Systems
To illustrate his point, Buterin drew a direct comparison to Linux. He noted that “Linux is a technology of user empowerment and freedom,” yet it also serves as “the base layer of a lot of the world’s corposlop.” The same base layer can serve very different ends. Ethereum, he said, operates the same way.
Because of this, he argued that building the protocol is not enough. He wrote that “if you care about Linux because you care about user empowerment and freedom, it is not enough to just build the kernel.”
A full-stack ecosystem aligned with specific values must also exist alongside it. That ecosystem will not be the only way people use Ethereum, but it must remain available.
He closed by noting that the borders of any shared value framework are naturally fuzzy. He acknowledged that “it is possible, and indeed it is the normal case, to align with any one on some axes and not on other axes.” Ethereum, like Linux, will always serve many communities and value systems at once.
The post Vitalik Buterin: You Don’t Need to Agree With Me to Use Ethereum appeared first on Blockonomi.
Harvard Flips the Script: Trims Bitcoin by 20%, Enters Ethereum Market With $86.8M Buy in Q4 2025
TLDR:
Harvard Management Company trimmed nearly 1.5 million Bitcoin ETF shares, reducing its position by roughly 21 percent in Q4 2025.
HMC purchased nearly 4 million Ethereum ETF shares worth $86.8 million, marking its first-ever exposure to the asset class.
Bitcoin fell from $126,000 to $88,429 while Ethereum lost 28 percent of its value during Harvard’s repositioning quarter.
Finance professors from UCLA and University of Washington criticized Harvard’s crypto strategy, questioning valuations and portfolio risk management.
Harvard Management Company sold approximately 20 percent of its Bitcoin holdings while placing an $86.8 million bet on Ethereum during the fourth quarter of fiscal year 2025.
The endowment trimmed nearly 1.5 million shares of the iShares Bitcoin Trust yet opened a fresh position in an Ethereum exchange-traded fund.
Securities and Exchange Commission filings released Friday confirmed the moves. Bitcoin remains Harvard’s largest publicly disclosed holding, valued at over $265 million despite the reduction.
Harvard Shifts Crypto Strategy with Ethereum Entry
Harvard Management Company’s $86.8 million Ethereum purchase marked the endowment’s first exposure to the asset.
The fund acquired nearly 4 million shares of an Ethereum ETF, a cryptocurrency Harvard had never previously held.
This move came as Bitcoin was trimmed by roughly 1.5 million shares, reflecting a broader repositioning within the digital asset space.
The quarter proved turbulent for both cryptocurrencies. Bitcoin peaked near $126,000 in October 2025 before sliding to $88,429 by quarter’s end.
Ethereum fared worse, shedding approximately 28 percent of its value over the same period. Harvard’s entry into Ethereum during this price decline suggests the fund saw longer-term opportunity despite short-term losses.
Finance experts, however, raised questions about both moves. Andrew F. Siegel, an emeritus professor of finance at the University of Washington, called the Bitcoin investment outright “risky.”
He pointed to a steep year-to-date decline and challenged the asset’s ability to hold value over time.
“It is down 22.8% year-to-date,” Siegel wrote. “It can be argued that the risk of Bitcoin is partly due to its lack of intrinsic value.”
His remarks cast doubt on whether the endowment’s crypto exposure aligns with its long-term financial responsibilities.
Harvard Exits Key Holdings, Reshuffles Tech Exposure
Avanidhar Subrahmanyam, a finance professor at UCLA, extended his criticism to Harvard’s new Ethereum position as well.
He had previously questioned the Bitcoin investment and noted that his concerns had since proven accurate. His latest remarks were equally pointed about the Ethereum bet.
“In my view, any underdiversified position in something as speculative as crypto does not make sense for HMC,” Subrahmanyam wrote. “If I were to ask them how they value BTC or Ethereum, I doubt I would get a cogent and precise answer.”
He added that he again questioned the wisdom of the Ethereum investment after raising earlier alarms about Bitcoin.
Outside of cryptocurrency, Harvard Management Company made several notable portfolio changes. The endowment opened a $141 million stake in Union Pacific Corporation following the railroad’s announced merger with Norfolk Southern.
Subrahmanyam acknowledged this particular move, saying the Union Pacific investment “may prove valuable” for the university given the proposed transcontinental railroad network it would create.
Harvard also exited two positions entirely, liquidating its full 1.1 million-share stake in Light & Wonder, Inc. and its 92,000-share position in Maze Therapeutics Inc.
On the technology front, Broadcom surged 222 percent within the portfolio while Google and Taiwan Semiconductor rose 25 percent and 45 percent respectively.
Amazon, Microsoft, and Nvidia each saw reductions of 36 percent, 21 percent, and 30 percent. Siegel noted that “the market is generally nervous right now with AI being so new and so expensive to train and deploy,” a factor he said likely drove some of those cuts.
Harvard’s directly held public equity portfolio declined by roughly $25,000 from the prior quarter, representing only a fraction of the university’s $56.9 billion endowment.
The post Harvard Flips the Script: Trims Bitcoin by 20%, Enters Ethereum Market With $86.8M Buy in Q4 2025 appeared first on Blockonomi.
Harvard Management Company trimmed nearly 1.5 million Bitcoin ETF shares, reducing its position by roughly 21 percent in Q4 2025.
HMC purchased nearly 4 million Ethereum ETF shares worth $86.8 million, marking its first-ever exposure to the asset class.
Bitcoin fell from $126,000 to $88,429 while Ethereum lost 28 percent of its value during Harvard’s repositioning quarter.
Finance professors from UCLA and University of Washington criticized Harvard’s crypto strategy, questioning valuations and portfolio risk management.
Harvard Management Company sold approximately 20 percent of its Bitcoin holdings while placing an $86.8 million bet on Ethereum during the fourth quarter of fiscal year 2025.
The endowment trimmed nearly 1.5 million shares of the iShares Bitcoin Trust yet opened a fresh position in an Ethereum exchange-traded fund.
Securities and Exchange Commission filings released Friday confirmed the moves. Bitcoin remains Harvard’s largest publicly disclosed holding, valued at over $265 million despite the reduction.
Harvard Shifts Crypto Strategy with Ethereum Entry
Harvard Management Company’s $86.8 million Ethereum purchase marked the endowment’s first exposure to the asset.
The fund acquired nearly 4 million shares of an Ethereum ETF, a cryptocurrency Harvard had never previously held.
This move came as Bitcoin was trimmed by roughly 1.5 million shares, reflecting a broader repositioning within the digital asset space.
The quarter proved turbulent for both cryptocurrencies. Bitcoin peaked near $126,000 in October 2025 before sliding to $88,429 by quarter’s end.
Ethereum fared worse, shedding approximately 28 percent of its value over the same period. Harvard’s entry into Ethereum during this price decline suggests the fund saw longer-term opportunity despite short-term losses.
Finance experts, however, raised questions about both moves. Andrew F. Siegel, an emeritus professor of finance at the University of Washington, called the Bitcoin investment outright “risky.”
He pointed to a steep year-to-date decline and challenged the asset’s ability to hold value over time.
“It is down 22.8% year-to-date,” Siegel wrote. “It can be argued that the risk of Bitcoin is partly due to its lack of intrinsic value.”
His remarks cast doubt on whether the endowment’s crypto exposure aligns with its long-term financial responsibilities.
Harvard Exits Key Holdings, Reshuffles Tech Exposure
Avanidhar Subrahmanyam, a finance professor at UCLA, extended his criticism to Harvard’s new Ethereum position as well.
He had previously questioned the Bitcoin investment and noted that his concerns had since proven accurate. His latest remarks were equally pointed about the Ethereum bet.
“In my view, any underdiversified position in something as speculative as crypto does not make sense for HMC,” Subrahmanyam wrote. “If I were to ask them how they value BTC or Ethereum, I doubt I would get a cogent and precise answer.”
He added that he again questioned the wisdom of the Ethereum investment after raising earlier alarms about Bitcoin.
Outside of cryptocurrency, Harvard Management Company made several notable portfolio changes. The endowment opened a $141 million stake in Union Pacific Corporation following the railroad’s announced merger with Norfolk Southern.
Subrahmanyam acknowledged this particular move, saying the Union Pacific investment “may prove valuable” for the university given the proposed transcontinental railroad network it would create.
Harvard also exited two positions entirely, liquidating its full 1.1 million-share stake in Light & Wonder, Inc. and its 92,000-share position in Maze Therapeutics Inc.
On the technology front, Broadcom surged 222 percent within the portfolio while Google and Taiwan Semiconductor rose 25 percent and 45 percent respectively.
Amazon, Microsoft, and Nvidia each saw reductions of 36 percent, 21 percent, and 30 percent. Siegel noted that “the market is generally nervous right now with AI being so new and so expensive to train and deploy,” a factor he said likely drove some of those cuts.
Harvard’s directly held public equity portfolio declined by roughly $25,000 from the prior quarter, representing only a fraction of the university’s $56.9 billion endowment.
The post Harvard Flips the Script: Trims Bitcoin by 20%, Enters Ethereum Market With $86.8M Buy in Q4 2025 appeared first on Blockonomi.
Binance Disputes Fortune Claims of Iranian Sanctions Breaches and Wrongful Terminations
TLDR:
Binance conducted internal review and found no evidence of sanctions violations tied to Iranian transactions
Exchange operates under Abu Dhabi Global Market regulation plus 21 local jurisdictions worldwide
Company denies firing investigators for raising compliance concerns about alleged sanctions breaches
Binance invested heavily in compliance infrastructure since 2023 regulatory settlement with authorities
Binance has formally disputed a Fortune investigation claiming the exchange processed over $1 billion in Iran-related transactions.
The cryptocurrency platform sent a detailed rebuttal letter on February 15, addressing allegations published two days earlier.
The company stated that a comprehensive internal review found no evidence of sanctions violations. Binance emphasized its commitment to regulatory compliance and cooperation with authorities.
Company Denies Evidence of Sanctions Violations
Fortune’s February 13 article alleged that internal investigators uncovered substantial transaction volumes tied to Iran.
The report suggested these transfers potentially violated international sanctions laws. Binance conducted a full internal review following the claims raised in the investigation.
The exchange stated it found no evidence supporting allegations of sanctions law breaches. This conclusion was reached after consultation with qualified legal counsel.
The company rejected assertions that violations were discovered and then suppressed. Binance characterized the Fortune report as containing material inaccuracies requiring correction.
The exchange operates under regulatory oversight from multiple jurisdictions worldwide. Binance holds authorization from the Abu Dhabi Global Market as its primary regulator.
The platform also maintains licenses and registrations across 21 different local jurisdictions. These regulatory relationships require ongoing compliance monitoring and reporting.
Chief Executive Officer Richard Teng addressed the allegations through the social media platform X. He stated that the record must be clear regarding the absence of sanctions violations.
The record must be clear.
No sanctions violations were found, no investigators were fired for raising concerns, and Binance continues to meet its regulatory commitments.
We’ve asked for corrections to recent reporting. pic.twitter.com/glA9bdGaw1
— Richard Teng (@_RichardTeng) February 16, 2026
Teng also denied that investigators were terminated for raising compliance concerns. The CEO requested corrections to what he described as inaccurate reporting.
Enhanced Compliance Framework Since 2023 Resolution
Binance referenced its 2023 regulatory settlement when addressing compliance capabilities. The company has invested substantially in its sanctions screening infrastructure since that resolution.
These investments included expanded staffing dedicated to compliance functions. The exchange allocated resources to anti-money laundering controls and transaction monitoring systems.
The platform described its compliance program as among the most robust in digital assets. Binance maintains internal standards that often exceed global regulatory requirements.
The company implements zero-tolerance policies on staff conduct violations and unauthorized data access. These policies extend to failures in observing internal compliance procedures.
The exchange questioned the sourcing and motivations behind the Fortune investigation. Binance noted the article relied heavily on anonymous sources while presenting speculation as fact.
The company emphasized that multiple legitimate channels exist for reporting compliance concerns. These include internal whistleblowing provisions and statutory protections for employees raising issues.
Binance requested that Fortune review its statements and correct misleading implications. The exchange offered to provide additional context for more accurate reporting.
The company stressed that accuracy is critical when publishing allegations related to sanctions compliance. Binance affirmed its continued cooperation in meeting monitorship obligations and regulatory commitments across all jurisdictions.
The post Binance Disputes Fortune Claims of Iranian Sanctions Breaches and Wrongful Terminations appeared first on Blockonomi.
Binance conducted internal review and found no evidence of sanctions violations tied to Iranian transactions
Exchange operates under Abu Dhabi Global Market regulation plus 21 local jurisdictions worldwide
Company denies firing investigators for raising compliance concerns about alleged sanctions breaches
Binance invested heavily in compliance infrastructure since 2023 regulatory settlement with authorities
Binance has formally disputed a Fortune investigation claiming the exchange processed over $1 billion in Iran-related transactions.
The cryptocurrency platform sent a detailed rebuttal letter on February 15, addressing allegations published two days earlier.
The company stated that a comprehensive internal review found no evidence of sanctions violations. Binance emphasized its commitment to regulatory compliance and cooperation with authorities.
Company Denies Evidence of Sanctions Violations
Fortune’s February 13 article alleged that internal investigators uncovered substantial transaction volumes tied to Iran.
The report suggested these transfers potentially violated international sanctions laws. Binance conducted a full internal review following the claims raised in the investigation.
The exchange stated it found no evidence supporting allegations of sanctions law breaches. This conclusion was reached after consultation with qualified legal counsel.
The company rejected assertions that violations were discovered and then suppressed. Binance characterized the Fortune report as containing material inaccuracies requiring correction.
The exchange operates under regulatory oversight from multiple jurisdictions worldwide. Binance holds authorization from the Abu Dhabi Global Market as its primary regulator.
The platform also maintains licenses and registrations across 21 different local jurisdictions. These regulatory relationships require ongoing compliance monitoring and reporting.
Chief Executive Officer Richard Teng addressed the allegations through the social media platform X. He stated that the record must be clear regarding the absence of sanctions violations.
The record must be clear.
No sanctions violations were found, no investigators were fired for raising concerns, and Binance continues to meet its regulatory commitments.
We’ve asked for corrections to recent reporting. pic.twitter.com/glA9bdGaw1
— Richard Teng (@_RichardTeng) February 16, 2026
Teng also denied that investigators were terminated for raising compliance concerns. The CEO requested corrections to what he described as inaccurate reporting.
Enhanced Compliance Framework Since 2023 Resolution
Binance referenced its 2023 regulatory settlement when addressing compliance capabilities. The company has invested substantially in its sanctions screening infrastructure since that resolution.
These investments included expanded staffing dedicated to compliance functions. The exchange allocated resources to anti-money laundering controls and transaction monitoring systems.
The platform described its compliance program as among the most robust in digital assets. Binance maintains internal standards that often exceed global regulatory requirements.
The company implements zero-tolerance policies on staff conduct violations and unauthorized data access. These policies extend to failures in observing internal compliance procedures.
The exchange questioned the sourcing and motivations behind the Fortune investigation. Binance noted the article relied heavily on anonymous sources while presenting speculation as fact.
The company emphasized that multiple legitimate channels exist for reporting compliance concerns. These include internal whistleblowing provisions and statutory protections for employees raising issues.
Binance requested that Fortune review its statements and correct misleading implications. The exchange offered to provide additional context for more accurate reporting.
The company stressed that accuracy is critical when publishing allegations related to sanctions compliance. Binance affirmed its continued cooperation in meeting monitorship obligations and regulatory commitments across all jurisdictions.
The post Binance Disputes Fortune Claims of Iranian Sanctions Breaches and Wrongful Terminations appeared first on Blockonomi.
Binance Founder CZ Urges Faster Evolution of Privacy Features in Crypto
TLDR
Changpeng Zhao, founder of Binance, emphasizes that privacy is the most significant unresolved issue in the cryptocurrency industry.
Zhao argues that Bitcoin and most cryptocurrencies lack adequate privacy features, leaving users vulnerable to tracking.
CZ highlights that blockchain transactions are traceable, especially with KYC practices on centralized exchanges.
The Binance founder calls for the development of better privacy infrastructure to enable secure crypto payments while complying with regulations.
Binance’s history with privacy coins, such as the delisting of Monero, raises concerns about the exchange’s stance on privacy.
Changpeng Zhao, the founder of Binance, has stressed the importance of privacy in the cryptocurrency sector. He pointed out that most digital assets lack sufficient privacy protections, making users vulnerable in ways traditional currency does not. Speaking on the All-In Podcast, CZ emphasized the need for faster advancements in crypto privacy.
Privacy Concerns for Cryptocurrency Payments
CZ argued that privacy plays a fundamental role in society but is currently inadequate in most cryptocurrencies, including Bitcoin. “Bitcoin was designed to be pseudo-anonymous,” he explained. “But in reality, every transaction on the blockchain can be traced, especially with KYC on centralized exchanges.” This, he noted, exposes users to risks like unwanted tracking, especially in scenarios such as hotel bookings where third parties might gain access to personal information.
He further elaborated on how payment privacy is a significant hurdle as the cryptocurrency industry moves toward mainstream adoption. With major players like AI agents and institutional investors getting involved, the open ledger design of blockchains like Bitcoin remains a challenge. CZ believes that to achieve widespread use, privacy features must evolve to meet the needs of both businesses and consumers.
Binance and Privacy Coins
Despite CZ’s calls for better privacy features, Binance’s own history with privacy coins has been controversial. In February 2024, Binance delisted Monero (XMR), which at the time was the largest privacy coin. This decision came shortly after CZ stepped down as CEO of Binance, and it led to a 17% drop in Monero’s price. Binance has often cited factors such as trading volume and liquidity in delisting assets, claiming it takes action when a coin no longer meets its standards.
CZ’s comments also raised questions about Binance’s stance on privacy coins like Zcash (ZEC). Last year, Binance included Zcash in a community vote on potential delistings. Zcash’s founder, Zooko Wilcox, raised concerns directly with Binance, highlighting the importance of privacy features in cryptocurrency transactions.
The Need for Widespread Privacy Infrastructure
While privacy coins like Monero and Zcash exist, CZ and industry experts suggest that they are not a complete solution. Nic Puckrin, a digital asset analyst, believes the focus should be on developing broader privacy-preserving infrastructure. Puckrin stressed that the issue isn’t to make payments untraceable but to ensure privacy while staying compliant with regulations. He argued that businesses must adopt these privacy features to enable secure crypto payments.
In the face of these challenges, CZ acknowledged that privacy features are a crucial aspect for crypto’s future. Although law enforcement may seek transparency for security reasons, CZ is confident that privacy can be enhanced without undermining efforts to track bad actors.
The post Binance Founder CZ Urges Faster Evolution of Privacy Features in Crypto appeared first on Blockonomi.
Changpeng Zhao, founder of Binance, emphasizes that privacy is the most significant unresolved issue in the cryptocurrency industry.
Zhao argues that Bitcoin and most cryptocurrencies lack adequate privacy features, leaving users vulnerable to tracking.
CZ highlights that blockchain transactions are traceable, especially with KYC practices on centralized exchanges.
The Binance founder calls for the development of better privacy infrastructure to enable secure crypto payments while complying with regulations.
Binance’s history with privacy coins, such as the delisting of Monero, raises concerns about the exchange’s stance on privacy.
Changpeng Zhao, the founder of Binance, has stressed the importance of privacy in the cryptocurrency sector. He pointed out that most digital assets lack sufficient privacy protections, making users vulnerable in ways traditional currency does not. Speaking on the All-In Podcast, CZ emphasized the need for faster advancements in crypto privacy.
Privacy Concerns for Cryptocurrency Payments
CZ argued that privacy plays a fundamental role in society but is currently inadequate in most cryptocurrencies, including Bitcoin. “Bitcoin was designed to be pseudo-anonymous,” he explained. “But in reality, every transaction on the blockchain can be traced, especially with KYC on centralized exchanges.” This, he noted, exposes users to risks like unwanted tracking, especially in scenarios such as hotel bookings where third parties might gain access to personal information.
He further elaborated on how payment privacy is a significant hurdle as the cryptocurrency industry moves toward mainstream adoption. With major players like AI agents and institutional investors getting involved, the open ledger design of blockchains like Bitcoin remains a challenge. CZ believes that to achieve widespread use, privacy features must evolve to meet the needs of both businesses and consumers.
Binance and Privacy Coins
Despite CZ’s calls for better privacy features, Binance’s own history with privacy coins has been controversial. In February 2024, Binance delisted Monero (XMR), which at the time was the largest privacy coin. This decision came shortly after CZ stepped down as CEO of Binance, and it led to a 17% drop in Monero’s price. Binance has often cited factors such as trading volume and liquidity in delisting assets, claiming it takes action when a coin no longer meets its standards.
CZ’s comments also raised questions about Binance’s stance on privacy coins like Zcash (ZEC). Last year, Binance included Zcash in a community vote on potential delistings. Zcash’s founder, Zooko Wilcox, raised concerns directly with Binance, highlighting the importance of privacy features in cryptocurrency transactions.
The Need for Widespread Privacy Infrastructure
While privacy coins like Monero and Zcash exist, CZ and industry experts suggest that they are not a complete solution. Nic Puckrin, a digital asset analyst, believes the focus should be on developing broader privacy-preserving infrastructure. Puckrin stressed that the issue isn’t to make payments untraceable but to ensure privacy while staying compliant with regulations. He argued that businesses must adopt these privacy features to enable secure crypto payments.
In the face of these challenges, CZ acknowledged that privacy features are a crucial aspect for crypto’s future. Although law enforcement may seek transparency for security reasons, CZ is confident that privacy can be enhanced without undermining efforts to track bad actors.
The post Binance Founder CZ Urges Faster Evolution of Privacy Features in Crypto appeared first on Blockonomi.
Mike McGlone Forecasts Bitcoin Price Could Fall to $10,000 Amid Economic Concerns
TLDR
Mike McGlone warns that Bitcoin could drop to $10,000 due to rising recession risks in the U.S.
The long-standing “buy the dip” mentality may no longer support risk assets, including cryptocurrencies.
McGlone highlights Bitcoin’s volatility and predicts a potential reversion to $56,000 before a possible $10,000 decline.
Broader market instability, including low volatility in major stock indices, contributes to the ongoing crypto price decline.
Jason Fernandes disagrees with McGlone’s forecast, suggesting a $40,000 to $50,000 price range instead of a collapse to $10,000.
Bloomberg Intelligence’s Mike McGlone has raised concerns about the future of Bitcoin. In a recent analysis, he suggested that the ongoing decline in cryptocurrency prices could signal broader financial stress. McGlone also warned that Bitcoin could revert to as low as $10,000, especially if a U.S. recession becomes more likely.
The analyst observed that the market’s traditional “buy the dip” mentality, which has supported risk assets since 2008, may be losing its strength. McGlone pointed out that the worsening situation in the cryptocurrency market is contributing to broader market volatility. He highlighted several macro indicators suggesting heightened risk conditions in global financial markets.
Bitcoin Price Faces Potential Decline to $10,000
McGlone’s analysis specifically mentions Bitcoin’s vulnerability in the current financial environment. He noted that Bitcoin, which recently fluctuated around $68,800, could continue to struggle. According to McGlone, the cryptocurrency’s decline reflects a broader market breakdown, suggesting that the “buy the dip” mindset may no longer be effective.
Collapsing Bitcoin/Cryptos May Guide the Next Recession –
"Healthy Correction" is what we should hear soon from stock market analysts (who risk unemployment if not onboard), following collapsing cryptos. The buy the dips mantra since 2008 may be over, here's why:
– US stock… pic.twitter.com/fPPc2fV3EU
— Mike McGlone (@mikemcglone11) February 15, 2026
He further explained that Bitcoin could fall back toward $10,000 if stock markets continue to weaken. McGlone’s chart comparing Bitcoin to the S&P 500 highlighted how both assets were underperforming. He pointed out that Bitcoin’s volatile nature means it is unlikely to remain above current levels if equity markets experience further instability.
In his analysis, McGlone identified a potential reversion level of $56,000 for Bitcoin. This value corresponds to the 5,600 mark for the S&P 500, adjusted for Bitcoin’s volatility. Beyond this, McGlone predicts that the cryptocurrency could fall further, potentially reaching the $10,000 threshold.
Broader Market Volatility Contributes to Crypto Price Decline
McGlone attributes the ongoing volatility in the cryptocurrency market to broader financial instability. The U.S. stock market’s capitalization relative to GDP is at a century-high, signaling potential bubbles. He noted that the low volatility observed in major stock indices like the S&P 500 and Nasdaq 100 could be masking underlying risks.
Furthermore, McGlone emphasized the “imploding” crypto bubble and the role of factors like “Trump euphoria” in amplifying market stress. While gold and silver are seeing a resurgence, McGlone believes their rise could eventually spill over into equities. He noted that rising market volatility might further challenge asset prices across the board, including cryptocurrencies.
Contrasting Views on Bitcoin’s Future
While McGlone’s thesis on Bitcoin’s potential fall to $10,000 has drawn attention, it has also faced criticism. Jason Fernandes, co-founder of AdLunam, disagreed with McGlone’s view. Fernandes argued that market excesses can resolve through mechanisms like time, rotation, or inflation erosion, rather than necessarily collapsing.
According to Fernandes, Bitcoin’s price could instead stabilize between $40,000 and $50,000 in response to a macro slowdown. He pointed out that a crash to $10,000 would require more severe conditions, including liquidity contraction and financial stress. Fernandes believes that a true recession, marked by global liquidity drainage, would be needed for such a dramatic decline.
However, McGlone’s analysis continues to gain attention, as it reflects rising concerns over both the cryptocurrency and broader market conditions. His forecast suggests that Bitcoin, along with other risk assets, remains highly susceptible to a changing macroeconomic environment.
The post Mike McGlone Forecasts Bitcoin Price Could Fall to $10,000 Amid Economic Concerns appeared first on Blockonomi.
Mike McGlone warns that Bitcoin could drop to $10,000 due to rising recession risks in the U.S.
The long-standing “buy the dip” mentality may no longer support risk assets, including cryptocurrencies.
McGlone highlights Bitcoin’s volatility and predicts a potential reversion to $56,000 before a possible $10,000 decline.
Broader market instability, including low volatility in major stock indices, contributes to the ongoing crypto price decline.
Jason Fernandes disagrees with McGlone’s forecast, suggesting a $40,000 to $50,000 price range instead of a collapse to $10,000.
Bloomberg Intelligence’s Mike McGlone has raised concerns about the future of Bitcoin. In a recent analysis, he suggested that the ongoing decline in cryptocurrency prices could signal broader financial stress. McGlone also warned that Bitcoin could revert to as low as $10,000, especially if a U.S. recession becomes more likely.
The analyst observed that the market’s traditional “buy the dip” mentality, which has supported risk assets since 2008, may be losing its strength. McGlone pointed out that the worsening situation in the cryptocurrency market is contributing to broader market volatility. He highlighted several macro indicators suggesting heightened risk conditions in global financial markets.
Bitcoin Price Faces Potential Decline to $10,000
McGlone’s analysis specifically mentions Bitcoin’s vulnerability in the current financial environment. He noted that Bitcoin, which recently fluctuated around $68,800, could continue to struggle. According to McGlone, the cryptocurrency’s decline reflects a broader market breakdown, suggesting that the “buy the dip” mindset may no longer be effective.
Collapsing Bitcoin/Cryptos May Guide the Next Recession –
"Healthy Correction" is what we should hear soon from stock market analysts (who risk unemployment if not onboard), following collapsing cryptos. The buy the dips mantra since 2008 may be over, here's why:
– US stock… pic.twitter.com/fPPc2fV3EU
— Mike McGlone (@mikemcglone11) February 15, 2026
He further explained that Bitcoin could fall back toward $10,000 if stock markets continue to weaken. McGlone’s chart comparing Bitcoin to the S&P 500 highlighted how both assets were underperforming. He pointed out that Bitcoin’s volatile nature means it is unlikely to remain above current levels if equity markets experience further instability.
In his analysis, McGlone identified a potential reversion level of $56,000 for Bitcoin. This value corresponds to the 5,600 mark for the S&P 500, adjusted for Bitcoin’s volatility. Beyond this, McGlone predicts that the cryptocurrency could fall further, potentially reaching the $10,000 threshold.
Broader Market Volatility Contributes to Crypto Price Decline
McGlone attributes the ongoing volatility in the cryptocurrency market to broader financial instability. The U.S. stock market’s capitalization relative to GDP is at a century-high, signaling potential bubbles. He noted that the low volatility observed in major stock indices like the S&P 500 and Nasdaq 100 could be masking underlying risks.
Furthermore, McGlone emphasized the “imploding” crypto bubble and the role of factors like “Trump euphoria” in amplifying market stress. While gold and silver are seeing a resurgence, McGlone believes their rise could eventually spill over into equities. He noted that rising market volatility might further challenge asset prices across the board, including cryptocurrencies.
Contrasting Views on Bitcoin’s Future
While McGlone’s thesis on Bitcoin’s potential fall to $10,000 has drawn attention, it has also faced criticism. Jason Fernandes, co-founder of AdLunam, disagreed with McGlone’s view. Fernandes argued that market excesses can resolve through mechanisms like time, rotation, or inflation erosion, rather than necessarily collapsing.
According to Fernandes, Bitcoin’s price could instead stabilize between $40,000 and $50,000 in response to a macro slowdown. He pointed out that a crash to $10,000 would require more severe conditions, including liquidity contraction and financial stress. Fernandes believes that a true recession, marked by global liquidity drainage, would be needed for such a dramatic decline.
However, McGlone’s analysis continues to gain attention, as it reflects rising concerns over both the cryptocurrency and broader market conditions. His forecast suggests that Bitcoin, along with other risk assets, remains highly susceptible to a changing macroeconomic environment.
The post Mike McGlone Forecasts Bitcoin Price Could Fall to $10,000 Amid Economic Concerns appeared first on Blockonomi.
Tokenized Real-World Assets See 13.5% Growth Amid Crypto Market Slump
TLDR
The total value of tokenized real-world assets increased by 13.5% over the past 30 days.
Ethereum led the growth in tokenized assets, with a $1.7 billion rise in value.
Tokenized US Treasuries and government debt remain the largest category in the market.
Institutional participation is growing, with major players like BlackRock and JPMorgan entering the space.
Tokenized money market funds are evolving, now serving as collateral in trading and lending markets.
Tokenized real-world assets (RWAs) have seen consistent growth, with the total value of onchain RWAs rising 13.5% over the past month. Despite the broader cryptocurrency market shedding $1 trillion in value, the tokenized asset sector continues to show resilience. The demand for tokenized RWAs, especially among institutional investors, reflects a growing interest in utilizing blockchain for traditional financial products.
Ethereum Leads Growth in Tokenized Assets
Ethereum recorded the highest growth in tokenized asset value, with an increase of $1.7 billion. Other blockchain networks, such as Arbitrum and Solana, followed closely, showing $880 million and $530 million in growth, respectively. The surge in value across these networks reflects the broader adoption of blockchain-based tokenized products.
The rise in Ethereum’s dominance highlights the growing role of the blockchain in asset tokenization. As the blockchain’s infrastructure strengthens, more institutions are entering the space, increasing demand for tokenized products. The growth in tokenized asset issuance has also contributed to the overall market rise.
Tokenized US Treasuries and government debt continue to dominate the tokenized asset space, accounting for over $10 billion in onchain products. These assets have seen continuous inflows, which further support their dominant position. As demand grows, more tokenized government securities are being issued on public blockchains.
The expansion of tokenized government debt demonstrates the increasing appeal of blockchain for settling traditional financial assets. Large institutions such as BlackRock, JPMorgan, and Goldman Sachs have shown active participation in this growing market. Their involvement indicates that tokenized government products are becoming a key focus of institutional investment.
Institutional Participation Drives Tokenized Asset Growth
The demand for tokenized assets points to deeper institutional participation in the space. Asset managers are increasingly issuing and settling tokenized versions of traditional financial products. Tokenized money market funds, which were once seen as yield vehicles, are now serving as collateral in trading and lending markets.
BlackRock’s move into decentralized finance with the launch of its tokenized US Treasury fund is one of the latest examples of institutional involvement. This shows a shift in how traditional financial institutions are engaging with blockchain technology.
The post Tokenized Real-World Assets See 13.5% Growth Amid Crypto Market Slump appeared first on Blockonomi.
The total value of tokenized real-world assets increased by 13.5% over the past 30 days.
Ethereum led the growth in tokenized assets, with a $1.7 billion rise in value.
Tokenized US Treasuries and government debt remain the largest category in the market.
Institutional participation is growing, with major players like BlackRock and JPMorgan entering the space.
Tokenized money market funds are evolving, now serving as collateral in trading and lending markets.
Tokenized real-world assets (RWAs) have seen consistent growth, with the total value of onchain RWAs rising 13.5% over the past month. Despite the broader cryptocurrency market shedding $1 trillion in value, the tokenized asset sector continues to show resilience. The demand for tokenized RWAs, especially among institutional investors, reflects a growing interest in utilizing blockchain for traditional financial products.
Ethereum Leads Growth in Tokenized Assets
Ethereum recorded the highest growth in tokenized asset value, with an increase of $1.7 billion. Other blockchain networks, such as Arbitrum and Solana, followed closely, showing $880 million and $530 million in growth, respectively. The surge in value across these networks reflects the broader adoption of blockchain-based tokenized products.
The rise in Ethereum’s dominance highlights the growing role of the blockchain in asset tokenization. As the blockchain’s infrastructure strengthens, more institutions are entering the space, increasing demand for tokenized products. The growth in tokenized asset issuance has also contributed to the overall market rise.
Tokenized US Treasuries and government debt continue to dominate the tokenized asset space, accounting for over $10 billion in onchain products. These assets have seen continuous inflows, which further support their dominant position. As demand grows, more tokenized government securities are being issued on public blockchains.
The expansion of tokenized government debt demonstrates the increasing appeal of blockchain for settling traditional financial assets. Large institutions such as BlackRock, JPMorgan, and Goldman Sachs have shown active participation in this growing market. Their involvement indicates that tokenized government products are becoming a key focus of institutional investment.
Institutional Participation Drives Tokenized Asset Growth
The demand for tokenized assets points to deeper institutional participation in the space. Asset managers are increasingly issuing and settling tokenized versions of traditional financial products. Tokenized money market funds, which were once seen as yield vehicles, are now serving as collateral in trading and lending markets.
BlackRock’s move into decentralized finance with the launch of its tokenized US Treasury fund is one of the latest examples of institutional involvement. This shows a shift in how traditional financial institutions are engaging with blockchain technology.
The post Tokenized Real-World Assets See 13.5% Growth Amid Crypto Market Slump appeared first on Blockonomi.
Nexo Partners with Bakkt for US Crypto Exchange and Yield Programs
TLDR
Nexo is relaunching its crypto services in the United States after more than three years of absence.
The platform will offer yield programs, a spot exchange, and crypto-backed credit lines to US users.
Nexo has partnered with Bakkt to provide the trading infrastructure for its US operations.
The company’s return is driven by improved regulatory clarity for digital assets in the US.
Nexo’s new US operations will be based in Florida and run by an announced management team.
Crypto platform Nexo is set to return to the United States after more than three years. The company paused its operations in 2022 due to regulatory concerns. Now, with clearer guidelines in place, Nexo aims to offer crypto services including yield programs, a spot exchange, and more.
Nexo Partners with Bakkt for Trading Infrastructure
Nexo’s trading infrastructure will be powered by Bakkt, a US-based digital asset platform. Bakkt primarily serves institutional clients but will help Nexo build its new US offering. Eleonor Genova, Nexo’s head of communications, confirmed that the platform will provide both flexible and fixed-term yield programs.
The platform will also feature crypto-backed credit lines and a loyalty program for US customers. Nexo’s management team will operate the new venture from Florida, with plans to announce the team soon. Genova emphasized that all services will be offered through partnerships with licensed US providers.
After leaving the US market in late 2022, Nexo now sees improved regulatory clarity for digital assets in the country. The company originally withdrew due to what it called an unfriendly regulatory environment under former SEC chair Gary Gensler. Nexo’s “Crypto Earn” program, which lets users earn interest on their crypto holdings, was a key issue in the company’s exit.
Nexo settled with the SEC in 2023, agreeing to pay $45 million for failing to register its interest-bearing program. The company later shut down the program for US users, marking the end of its earlier US operations. Despite these setbacks, Nexo now believes the regulatory landscape is more favorable for blockchain businesses.
Nexo’s Relaunch and US Crypto Regulatory Landscape
Nexo’s return comes as the US continues to work on crypto regulations. The House recently passed the CLARITY Act, but the Senate has yet to move it forward. Patrick Witt, a White House crypto advisor, called for compromises to pass crypto-related legislation before the 2024 elections.
This renewed effort to regulate crypto coincides with Nexo’s own regulatory framework. Genova stated that the new US operations are compliant with US securities laws. The company hopes to provide a stable platform for crypto users amid ongoing regulatory discussions.
Nexo’s rebooted platform will rely on third-party advisory services registered with the SEC. This ensures that the services offered are in line with applicable securities laws. The crypto exchange aims to establish itself as a trusted platform for US users after its previous exit.
The post Nexo Partners with Bakkt for US Crypto Exchange and Yield Programs appeared first on Blockonomi.
Nexo is relaunching its crypto services in the United States after more than three years of absence.
The platform will offer yield programs, a spot exchange, and crypto-backed credit lines to US users.
Nexo has partnered with Bakkt to provide the trading infrastructure for its US operations.
The company’s return is driven by improved regulatory clarity for digital assets in the US.
Nexo’s new US operations will be based in Florida and run by an announced management team.
Crypto platform Nexo is set to return to the United States after more than three years. The company paused its operations in 2022 due to regulatory concerns. Now, with clearer guidelines in place, Nexo aims to offer crypto services including yield programs, a spot exchange, and more.
Nexo Partners with Bakkt for Trading Infrastructure
Nexo’s trading infrastructure will be powered by Bakkt, a US-based digital asset platform. Bakkt primarily serves institutional clients but will help Nexo build its new US offering. Eleonor Genova, Nexo’s head of communications, confirmed that the platform will provide both flexible and fixed-term yield programs.
The platform will also feature crypto-backed credit lines and a loyalty program for US customers. Nexo’s management team will operate the new venture from Florida, with plans to announce the team soon. Genova emphasized that all services will be offered through partnerships with licensed US providers.
After leaving the US market in late 2022, Nexo now sees improved regulatory clarity for digital assets in the country. The company originally withdrew due to what it called an unfriendly regulatory environment under former SEC chair Gary Gensler. Nexo’s “Crypto Earn” program, which lets users earn interest on their crypto holdings, was a key issue in the company’s exit.
Nexo settled with the SEC in 2023, agreeing to pay $45 million for failing to register its interest-bearing program. The company later shut down the program for US users, marking the end of its earlier US operations. Despite these setbacks, Nexo now believes the regulatory landscape is more favorable for blockchain businesses.
Nexo’s Relaunch and US Crypto Regulatory Landscape
Nexo’s return comes as the US continues to work on crypto regulations. The House recently passed the CLARITY Act, but the Senate has yet to move it forward. Patrick Witt, a White House crypto advisor, called for compromises to pass crypto-related legislation before the 2024 elections.
This renewed effort to regulate crypto coincides with Nexo’s own regulatory framework. Genova stated that the new US operations are compliant with US securities laws. The company hopes to provide a stable platform for crypto users amid ongoing regulatory discussions.
Nexo’s rebooted platform will rely on third-party advisory services registered with the SEC. This ensures that the services offered are in line with applicable securities laws. The crypto exchange aims to establish itself as a trusted platform for US users after its previous exit.
The post Nexo Partners with Bakkt for US Crypto Exchange and Yield Programs appeared first on Blockonomi.
Anthropic Expands Its AI Business in India with Strong Enterprise Uptake
TLDR
Anthropic has doubled its revenue run rate in India in just four months.
Developer adoption of Anthropic’s Claude Code has been a key driver of growth in India.
The company has opened an office in Bengaluru to support its expanding operations.
Anthropic has formed strategic partnerships to expand its AI solutions in the public sector.
Air India is using Claude Code to improve software development and reduce costs.
AI startup Anthropic has seen rapid revenue growth in India, with its AI tools gaining traction across various sectors. The company’s revenue run rate has doubled in just four months, driven by high demand from developers and early government deployments. Anthropic has also expanded its presence in the country by opening an office in Bengaluru.
Strong Developer Adoption in India Drives Revenue Growth
Anthropic’s revenue growth in India is largely due to high adoption rates among developers. The company’s Claude Code has seen increased use in India, a country known for its large pool of tech talent. Developers are leveraging the tool to enhance productivity and speed up software development processes. According to Dario Amodei, CEO of Anthropic, India’s developer-centric culture has accelerated the company’s growth. Amodei noted, “Since my last trip here, the company has doubled its run rate revenue in India.”
The speed at which developers are adopting AI tools in India is a key factor in Anthropic’s success. Unlike other countries where casual consumers also use AI, India’s AI adoption is concentrated in the professional sector. This intense use by developers reflects the country’s focus on productivity and rapid experimentation. In India, AI adoption is characterized by a culture of quickly testing new ideas and moving forward with adjustments if necessary.
Anthropic Expands Partnerships to Support Public Sector Growth
In addition to its success in the developer market, Anthropic has formed several strategic partnerships in India. These partnerships will help expand its AI solutions into the public sector, including education, healthcare, and judicial services. The company’s India team will also provide applied AI expertise to startups and enterprises, assisting them in building and scaling AI-driven solutions.
One of the key enterprise clients, Air India, has adopted Claude Code to improve its software development speed. By integrating AI into its operations, the airline aims to reduce costs and increase efficiency. This collaboration reflects the growing interest in AI-powered tools across industries, as businesses recognize their potential to drive productivity improvements.
Government agencies in India have also shown interest in using AI technology, further accelerating Anthropic’s growth in the country. The Ministry of Statistics, for example, is working on an AI-powered server for economic data and statistics. Anthropic’s CEO highlighted that such efforts are progressing much faster than similar projects in other countries. He credited India’s entrepreneurial spirit and technical expertise for the rapid pace of adoption.
The post Anthropic Expands Its AI Business in India with Strong Enterprise Uptake appeared first on Blockonomi.
Anthropic has doubled its revenue run rate in India in just four months.
Developer adoption of Anthropic’s Claude Code has been a key driver of growth in India.
The company has opened an office in Bengaluru to support its expanding operations.
Anthropic has formed strategic partnerships to expand its AI solutions in the public sector.
Air India is using Claude Code to improve software development and reduce costs.
AI startup Anthropic has seen rapid revenue growth in India, with its AI tools gaining traction across various sectors. The company’s revenue run rate has doubled in just four months, driven by high demand from developers and early government deployments. Anthropic has also expanded its presence in the country by opening an office in Bengaluru.
Strong Developer Adoption in India Drives Revenue Growth
Anthropic’s revenue growth in India is largely due to high adoption rates among developers. The company’s Claude Code has seen increased use in India, a country known for its large pool of tech talent. Developers are leveraging the tool to enhance productivity and speed up software development processes. According to Dario Amodei, CEO of Anthropic, India’s developer-centric culture has accelerated the company’s growth. Amodei noted, “Since my last trip here, the company has doubled its run rate revenue in India.”
The speed at which developers are adopting AI tools in India is a key factor in Anthropic’s success. Unlike other countries where casual consumers also use AI, India’s AI adoption is concentrated in the professional sector. This intense use by developers reflects the country’s focus on productivity and rapid experimentation. In India, AI adoption is characterized by a culture of quickly testing new ideas and moving forward with adjustments if necessary.
Anthropic Expands Partnerships to Support Public Sector Growth
In addition to its success in the developer market, Anthropic has formed several strategic partnerships in India. These partnerships will help expand its AI solutions into the public sector, including education, healthcare, and judicial services. The company’s India team will also provide applied AI expertise to startups and enterprises, assisting them in building and scaling AI-driven solutions.
One of the key enterprise clients, Air India, has adopted Claude Code to improve its software development speed. By integrating AI into its operations, the airline aims to reduce costs and increase efficiency. This collaboration reflects the growing interest in AI-powered tools across industries, as businesses recognize their potential to drive productivity improvements.
Government agencies in India have also shown interest in using AI technology, further accelerating Anthropic’s growth in the country. The Ministry of Statistics, for example, is working on an AI-powered server for economic data and statistics. Anthropic’s CEO highlighted that such efforts are progressing much faster than similar projects in other countries. He credited India’s entrepreneurial spirit and technical expertise for the rapid pace of adoption.
The post Anthropic Expands Its AI Business in India with Strong Enterprise Uptake appeared first on Blockonomi.
Bitcoin Capitulation Deepens with $2B Daily Losses as Markets Flash Crash Warnings
TLDR:
Bitcoin realized losses surpassed $2 billion daily from February 5-11, marking the highest levels in 2025
Seven-day loss averages indicate sustained capitulation among weak hands rather than temporary selling
S&P 500 put-call ratio reached 1.38, the highest reading since Liberation Day, signaling elevated crash risk
Historical data shows P/C ratios above 1.1 consistently preceded major equity market declines in 2024-2025
Bitcoin investors recorded over $2 billion in daily realized losses throughout the week of February 5-11, signaling potential capitulation among market participants.
The figures represent the highest loss levels observed in 2025 as selling pressure intensifies. Analysts interpret the sustained outflows as evidence that weaker investors are exiting positions after weeks of correction.
Broader market indicators simultaneously point to elevated crash risks, creating a challenging environment for digital assets.
Capitulation Metrics Reach Critical Thresholds
Data from market analyst Darkfost reveals that realized losses have exceeded $2 billion daily since early February. The seven-day moving average maintains this elevated level, indicating persistent rather than sporadic selling. This pattern emerged after January 20, when the market shifted from accumulation to distribution mode.
Since January 20, the market has been dominated by realized losses, with many investors capitulating and giving up as the correction drags on.
To reduce noise, this is shown as a weekly average. That said, the data still needs to be interpreted with caution, as we can observe… pic.twitter.com/7YjqyTsvZg
— Darkfost (@Darkfost_Coc) February 15, 2026
The magnitude of these losses suggests genuine capitulation is underway. Investors who purchased Bitcoin at higher prices are crystallizing substantial losses rather than waiting for recovery. This behavior typically occurs when market participants lose confidence in near-term price appreciation.
However, the data requires careful interpretation due to several complicating factors. UTXO consolidation transactions can inflate realized loss figures without representing true capitulation.
Additionally, institutional movements such as recent Fidelity Investments transfers contribute to the headline numbers.
Despite record loss levels, Bitcoin prices have demonstrated unexpected resilience in recent sessions. The cryptocurrency has avoided sharp declines even as selling pressure mounts.
This divergence between realized losses and price action indicates strong support from long-term holders who refuse to sell at current levels.
Crash Warnings Compound Downside Risks
Market trader Leshka_eth has documented a troubling pattern in equity market indicators. The put-call ratio currently stands at 1.38, matching the highest reading since the Liberation Day market event. Historical precedent shows S&P 500 declines consistently follow P/C spikes above 1.1-1.2.
MARKETS WILL CRUSH NEXT WEEK
THIS PATTERN KEEPS REPEATING AND NOBODY'S PAYING ATTENTION
Look at S&P 500 vs put/call ratio history
Every time P/C ratio spikes above 1.1-1.2 → S&P dumps hard
Jan 2024 → P/C Ratio: 1.2 → dump
Apr 2024 → P/C Ratio: 1.2 → dump
Aug 2024 → P/C… pic.twitter.com/eNgLMls0i2
— Leshka.eth (@leshka_eth) February 16, 2026
This ratio reflects intense hedging activity as investors purchase protective puts. Dealers who sell these options must hedge by selling index exposure through futures and exchange-traded funds.
The resulting selling pressure removes natural market support, potentially triggering self-reinforcing downward spirals.
Multiple headwinds are converging to pressure risk assets. Kevin Warsh’s Federal Reserve Chair nomination signals potential monetary tightening and balance sheet reduction.
The central bank’s $6.6 trillion balance sheet could face systematic unwinding, removing liquidity from financial markets.
Global markets have already contracted sharply, with $12 trillion in losses recorded during January alone. Commodities experienced severe declines, including gold down 13% and silver plunging 37%.
Corporate earnings reports reveal deteriorating fundamentals even as valuations remain historically elevated. These conditions create an unfavorable backdrop for speculative assets like Bitcoin, where capitulation may accelerate if equity markets destabilize further.
The post Bitcoin Capitulation Deepens with $2B Daily Losses as Markets Flash Crash Warnings appeared first on Blockonomi.
Bitcoin realized losses surpassed $2 billion daily from February 5-11, marking the highest levels in 2025
Seven-day loss averages indicate sustained capitulation among weak hands rather than temporary selling
S&P 500 put-call ratio reached 1.38, the highest reading since Liberation Day, signaling elevated crash risk
Historical data shows P/C ratios above 1.1 consistently preceded major equity market declines in 2024-2025
Bitcoin investors recorded over $2 billion in daily realized losses throughout the week of February 5-11, signaling potential capitulation among market participants.
The figures represent the highest loss levels observed in 2025 as selling pressure intensifies. Analysts interpret the sustained outflows as evidence that weaker investors are exiting positions after weeks of correction.
Broader market indicators simultaneously point to elevated crash risks, creating a challenging environment for digital assets.
Capitulation Metrics Reach Critical Thresholds
Data from market analyst Darkfost reveals that realized losses have exceeded $2 billion daily since early February. The seven-day moving average maintains this elevated level, indicating persistent rather than sporadic selling. This pattern emerged after January 20, when the market shifted from accumulation to distribution mode.
Since January 20, the market has been dominated by realized losses, with many investors capitulating and giving up as the correction drags on.
To reduce noise, this is shown as a weekly average. That said, the data still needs to be interpreted with caution, as we can observe… pic.twitter.com/7YjqyTsvZg
— Darkfost (@Darkfost_Coc) February 15, 2026
The magnitude of these losses suggests genuine capitulation is underway. Investors who purchased Bitcoin at higher prices are crystallizing substantial losses rather than waiting for recovery. This behavior typically occurs when market participants lose confidence in near-term price appreciation.
However, the data requires careful interpretation due to several complicating factors. UTXO consolidation transactions can inflate realized loss figures without representing true capitulation.
Additionally, institutional movements such as recent Fidelity Investments transfers contribute to the headline numbers.
Despite record loss levels, Bitcoin prices have demonstrated unexpected resilience in recent sessions. The cryptocurrency has avoided sharp declines even as selling pressure mounts.
This divergence between realized losses and price action indicates strong support from long-term holders who refuse to sell at current levels.
Crash Warnings Compound Downside Risks
Market trader Leshka_eth has documented a troubling pattern in equity market indicators. The put-call ratio currently stands at 1.38, matching the highest reading since the Liberation Day market event. Historical precedent shows S&P 500 declines consistently follow P/C spikes above 1.1-1.2.
MARKETS WILL CRUSH NEXT WEEK
THIS PATTERN KEEPS REPEATING AND NOBODY'S PAYING ATTENTION
Look at S&P 500 vs put/call ratio history
Every time P/C ratio spikes above 1.1-1.2 → S&P dumps hard
Jan 2024 → P/C Ratio: 1.2 → dump
Apr 2024 → P/C Ratio: 1.2 → dump
Aug 2024 → P/C… pic.twitter.com/eNgLMls0i2
— Leshka.eth (@leshka_eth) February 16, 2026
This ratio reflects intense hedging activity as investors purchase protective puts. Dealers who sell these options must hedge by selling index exposure through futures and exchange-traded funds.
The resulting selling pressure removes natural market support, potentially triggering self-reinforcing downward spirals.
Multiple headwinds are converging to pressure risk assets. Kevin Warsh’s Federal Reserve Chair nomination signals potential monetary tightening and balance sheet reduction.
The central bank’s $6.6 trillion balance sheet could face systematic unwinding, removing liquidity from financial markets.
Global markets have already contracted sharply, with $12 trillion in losses recorded during January alone. Commodities experienced severe declines, including gold down 13% and silver plunging 37%.
Corporate earnings reports reveal deteriorating fundamentals even as valuations remain historically elevated. These conditions create an unfavorable backdrop for speculative assets like Bitcoin, where capitulation may accelerate if equity markets destabilize further.
The post Bitcoin Capitulation Deepens with $2B Daily Losses as Markets Flash Crash Warnings appeared first on Blockonomi.
YZi Labs Files for Board Expansion at CEA Industries Amid BNB Treasury Dispute
TLDR
YZi Labs has filed a revised preliminary consent statement with the SEC to expand the board at CEA Industries.
The expansion aims to place nominees who align with YZi Labs’ vision for the company’s future.
YZi Labs raised $500 million in a private placement to build the world’s largest corporate BNB treasury.
The company accused CEA Industries’ asset managers of attempting to shift from a BNB-only strategy to include other cryptocurrencies.
The fallout from the treasury dispute caused CEA Industries’ stock to drop by 87%.
YZi Labs has formally filed a revised preliminary consent statement with the SEC, aiming to expand the Board of Directors at CEA Industries Inc. The expansion seeks to add new members who align with YZi Labs’ vision for the company. This move follows mounting tensions over the company’s digital asset strategy, particularly its management of the BNB treasury.
YZi Labs Pushes for Board Expansion
YZi Labs is looking to place nominees in new positions on the CEA Industries board. This move comes after a series of disagreements regarding the company’s asset management. The group has made it clear that its goal is to influence the direction of CEA Industries by installing directors who support their vision.
BNC Shareholder Update
Thank you to all BNC shareholders for your continued proactive engagement.
Last Friday (Feb 13) we filed a revised preliminary consent with the SEC, which is under review.
Note: Shareholders cannot vote or submit consents at this time.
Please…
— YZi Labs (@yzilabs) February 16, 2026
The push for expansion comes after a private placement raised $500 million for the company in July 2025. The capital was initially intended to build the world’s largest corporate BNB treasury. However, by the end of 2025, YZi Labs accused CEA Industries’ asset managers of trying to diversify away from a BNB-only strategy, which led to disputes within the company.
BNB Treasury Controversy Prompts Action
YZi Labs’ dispute with CEA Industries revolves around its BNB treasury management. The company had amassed over 515,000 BNB, worth $465 million in August 2025, to serve as its main reserve. However, tensions escalated in December 2025 when YZi Labs accused 10X Capital and BNC management of secretly adding other cryptocurrencies, such as Solana, into the strategy.
This shift away from a strict BNB-focused approach led to an 87% drop in CEA Industries’ stock from its post-announcement highs. The rift over the treasury strategy has now evolved into a power struggle, with YZi Labs pushing to control the company’s future by expanding the board.
SEC Review Delays Shareholder Vote
YZi Labs filed its revised preliminary consent statement with the SEC to initiate the board expansion. The filing is currently under review to ensure compliance with legal requirements for soliciting shareholder consents. Shareholders are unable to vote or submit consent forms until the SEC finishes its review process.
Once the SEC approves the filing, YZi Labs will distribute a white consent card to shareholders. This will allow shareholders to officially vote for or against the expansion of the board and the proposed new nominees.
The post YZi Labs Files for Board Expansion at CEA Industries Amid BNB Treasury Dispute appeared first on Blockonomi.
YZi Labs has filed a revised preliminary consent statement with the SEC to expand the board at CEA Industries.
The expansion aims to place nominees who align with YZi Labs’ vision for the company’s future.
YZi Labs raised $500 million in a private placement to build the world’s largest corporate BNB treasury.
The company accused CEA Industries’ asset managers of attempting to shift from a BNB-only strategy to include other cryptocurrencies.
The fallout from the treasury dispute caused CEA Industries’ stock to drop by 87%.
YZi Labs has formally filed a revised preliminary consent statement with the SEC, aiming to expand the Board of Directors at CEA Industries Inc. The expansion seeks to add new members who align with YZi Labs’ vision for the company. This move follows mounting tensions over the company’s digital asset strategy, particularly its management of the BNB treasury.
YZi Labs Pushes for Board Expansion
YZi Labs is looking to place nominees in new positions on the CEA Industries board. This move comes after a series of disagreements regarding the company’s asset management. The group has made it clear that its goal is to influence the direction of CEA Industries by installing directors who support their vision.
BNC Shareholder Update
Thank you to all BNC shareholders for your continued proactive engagement.
Last Friday (Feb 13) we filed a revised preliminary consent with the SEC, which is under review.
Note: Shareholders cannot vote or submit consents at this time.
Please…
— YZi Labs (@yzilabs) February 16, 2026
The push for expansion comes after a private placement raised $500 million for the company in July 2025. The capital was initially intended to build the world’s largest corporate BNB treasury. However, by the end of 2025, YZi Labs accused CEA Industries’ asset managers of trying to diversify away from a BNB-only strategy, which led to disputes within the company.
BNB Treasury Controversy Prompts Action
YZi Labs’ dispute with CEA Industries revolves around its BNB treasury management. The company had amassed over 515,000 BNB, worth $465 million in August 2025, to serve as its main reserve. However, tensions escalated in December 2025 when YZi Labs accused 10X Capital and BNC management of secretly adding other cryptocurrencies, such as Solana, into the strategy.
This shift away from a strict BNB-focused approach led to an 87% drop in CEA Industries’ stock from its post-announcement highs. The rift over the treasury strategy has now evolved into a power struggle, with YZi Labs pushing to control the company’s future by expanding the board.
SEC Review Delays Shareholder Vote
YZi Labs filed its revised preliminary consent statement with the SEC to initiate the board expansion. The filing is currently under review to ensure compliance with legal requirements for soliciting shareholder consents. Shareholders are unable to vote or submit consent forms until the SEC finishes its review process.
Once the SEC approves the filing, YZi Labs will distribute a white consent card to shareholders. This will allow shareholders to officially vote for or against the expansion of the board and the proposed new nominees.
The post YZi Labs Files for Board Expansion at CEA Industries Amid BNB Treasury Dispute appeared first on Blockonomi.
Metaplanet Reports $605 Million Loss After Billions Spent on Bitcoin
TLDR
Metaplanet posted a $605 million loss due to the decline in Bitcoin’s value.
The company spent $3.8 billion on Bitcoin, purchasing the asset at an average price of $107,000 per coin.
Metaplanet’s Bitcoin holdings are currently down by 37%, reflecting an unrealized loss of $1.4 billion.
Despite the losses, the company saw an 81% increase in operating profit from its options business.
Metaplanet continued purchasing Bitcoin even when the price exceeded $100,000, making its largest purchases in September and October.
Metaplanet, a Japanese firm that heavily invested in Bitcoin, has revealed a significant financial setback. The company announced a loss of ¥95 billion, or $605 million, for the past year. This decline follows the cryptocurrency’s steep drop in price from its all-time highs in October.
Metaplanet’s Losses Stem from Falling Bitcoin Value
The primary reason behind Metaplanet’s financial struggles lies in the falling value of its Bitcoin holdings. The firm’s 35,100 Bitcoin, which was worth $2.4 billion, has seen a dramatic decline in value. Since the company began accumulating Bitcoin 21 months ago, it has spent approximately $3.8 billion, acquiring the digital asset at an average price of $107,000 per Bitcoin.
At the current market value, Metaplanet’s Bitcoin holdings are down by about 37%, reflecting an unrealized loss of $1.4 billion. In the last quarter, ending December 31, the company’s Bitcoin stash lost ¥102 billion, or $664 million, in value. Despite these losses, Metaplanet’s stock price saw a minor increase to ¥326 on Monday.
Revenue from Premiums Amid the Losses
Metaplanet’s revenue model remains largely dependent on premiums from writing options. Over the course of the year, the company’s option premiums increased substantially, rising to ¥7.9 billion, or $51 million. This marks a sharp contrast to the previous ¥691 million, or $4.5 million, recorded in the prior year.
The firm has projected an 81% increase in operating profit, which it expects to come from its options business. While Metaplanet’s Bitcoin holdings have significantly decreased in value, this shift in focus toward its options business aims to provide some financial stability.
Bitcoin Purchases Amid the Decline
Metaplanet has continued to invest in Bitcoin even as its value fluctuated. The company made some of its largest purchases when Bitcoin was trading above $100,000. In September, Metaplanet acquired $630 million worth of Bitcoin when the price was around $106,000, followed by another purchase of $615 million in October.
In total, Metaplanet has been purchasing Bitcoin through a combination of common stock issuance and preferred shares. The company’s strategy mirrors that of Michael Saylor’s firm, Strategy, which has also invested heavily in Bitcoin. However, unlike Strategy, Metaplanet has introduced products like MERCURY and MARS to help mitigate market risks.
The post Metaplanet Reports $605 Million Loss After Billions Spent on Bitcoin appeared first on Blockonomi.
Metaplanet posted a $605 million loss due to the decline in Bitcoin’s value.
The company spent $3.8 billion on Bitcoin, purchasing the asset at an average price of $107,000 per coin.
Metaplanet’s Bitcoin holdings are currently down by 37%, reflecting an unrealized loss of $1.4 billion.
Despite the losses, the company saw an 81% increase in operating profit from its options business.
Metaplanet continued purchasing Bitcoin even when the price exceeded $100,000, making its largest purchases in September and October.
Metaplanet, a Japanese firm that heavily invested in Bitcoin, has revealed a significant financial setback. The company announced a loss of ¥95 billion, or $605 million, for the past year. This decline follows the cryptocurrency’s steep drop in price from its all-time highs in October.
Metaplanet’s Losses Stem from Falling Bitcoin Value
The primary reason behind Metaplanet’s financial struggles lies in the falling value of its Bitcoin holdings. The firm’s 35,100 Bitcoin, which was worth $2.4 billion, has seen a dramatic decline in value. Since the company began accumulating Bitcoin 21 months ago, it has spent approximately $3.8 billion, acquiring the digital asset at an average price of $107,000 per Bitcoin.
At the current market value, Metaplanet’s Bitcoin holdings are down by about 37%, reflecting an unrealized loss of $1.4 billion. In the last quarter, ending December 31, the company’s Bitcoin stash lost ¥102 billion, or $664 million, in value. Despite these losses, Metaplanet’s stock price saw a minor increase to ¥326 on Monday.
Revenue from Premiums Amid the Losses
Metaplanet’s revenue model remains largely dependent on premiums from writing options. Over the course of the year, the company’s option premiums increased substantially, rising to ¥7.9 billion, or $51 million. This marks a sharp contrast to the previous ¥691 million, or $4.5 million, recorded in the prior year.
The firm has projected an 81% increase in operating profit, which it expects to come from its options business. While Metaplanet’s Bitcoin holdings have significantly decreased in value, this shift in focus toward its options business aims to provide some financial stability.
Bitcoin Purchases Amid the Decline
Metaplanet has continued to invest in Bitcoin even as its value fluctuated. The company made some of its largest purchases when Bitcoin was trading above $100,000. In September, Metaplanet acquired $630 million worth of Bitcoin when the price was around $106,000, followed by another purchase of $615 million in October.
In total, Metaplanet has been purchasing Bitcoin through a combination of common stock issuance and preferred shares. The company’s strategy mirrors that of Michael Saylor’s firm, Strategy, which has also invested heavily in Bitcoin. However, unlike Strategy, Metaplanet has introduced products like MERCURY and MARS to help mitigate market risks.
The post Metaplanet Reports $605 Million Loss After Billions Spent on Bitcoin appeared first on Blockonomi.
Vanguard Group Increases Netflix Stake by 0.4%, Boosting Holdings
TLDR
Vanguard Group increased its stake in Netflix by 0.4% in the third quarter, acquiring an additional 142,238 shares.
The firm now owns 38,521,322 shares of Netflix, valued at $46.18 billion, representing 9.09% of the company.
Several institutional investors, including Retirement Wealth Solutions LLC and Steph & Co., also made moves in Netflix stock.
Analysts have adjusted their price targets for Netflix, with some lowering their projections for the stock.
Insiders, including Cletus R. Willems and David A. Hyman, recently sold shares of Netflix, totaling over $700,000 in sales.
Vanguard Group Inc. has increased its stake in Netflix, Inc. ($NFLX) by 0.4% in the third quarter, as per the latest 13F filing with the Securities & Exchange Commission (SEC). The firm now holds 38,521,322 shares of Netflix, reflecting an additional 142,238 shares acquired during the quarter. This move positions Netflix as the 16th largest holding in Vanguard’s portfolio, making up 0.7% of the total value.
Vanguard’s Stake in Netflix Grows
In the third quarter, Vanguard’s increase in Netflix shares signals confidence in the company’s performance. As of the most recent SEC filing, Vanguard’s stake in Netflix is valued at $46.18 billion. The firm now owns 9.09% of Netflix, a sign of its growing importance in Vanguard’s portfolio.
Other institutional investors also made moves during this period. Retirement Wealth Solutions LLC purchased a new stake in Netflix worth $28,000, while Steph & Co. increased its position by 188.9%. The combined actions of these firms suggest that many see potential in Netflix’s stock despite market fluctuations.
NFLX Stock: Analysts’ Take
Several analysts have updated their price targets and ratings for Netflix’s stock. Robert W. Baird reduced their target price from $150 to $120, while Wells Fargo & Company lowered its from $156 to $151. These adjustments reflect mixed sentiments about Netflix’s near-term outlook, but the stock continues to receive “buy” ratings from many experts.
Despite some analysts lowering their price targets, NFLX stock maintains a consensus “Moderate Buy” rating. With a 50-day moving average of $88.67 and a 200-day moving average of $106.99, the stock has experienced significant volatility in the past year. Investors remain divided on the stock’s potential, as reflected in its price swings between a 1-year low of $75.23 and a high of $134.12.
Insider Activity in Netflix
In addition to institutional movements, insiders at Netflix have also been active. On February 10th, Cletus R. Willems, a company insider, sold 3,136 shares at an average price of $82.67. Similarly, David A. Hyman sold 5,727 shares on February 9th at $81.06 each, totaling over $464,000.
These insider sales are part of regular transactions within the company, but do raise questions about internal confidence. The continued insider activity might suggest a desire to capitalize on the current market conditions. However, insiders still hold a combined 1.37% of the company’s stock.
The post Vanguard Group Increases Netflix Stake by 0.4%, Boosting Holdings appeared first on Blockonomi.
Vanguard Group increased its stake in Netflix by 0.4% in the third quarter, acquiring an additional 142,238 shares.
The firm now owns 38,521,322 shares of Netflix, valued at $46.18 billion, representing 9.09% of the company.
Several institutional investors, including Retirement Wealth Solutions LLC and Steph & Co., also made moves in Netflix stock.
Analysts have adjusted their price targets for Netflix, with some lowering their projections for the stock.
Insiders, including Cletus R. Willems and David A. Hyman, recently sold shares of Netflix, totaling over $700,000 in sales.
Vanguard Group Inc. has increased its stake in Netflix, Inc. ($NFLX) by 0.4% in the third quarter, as per the latest 13F filing with the Securities & Exchange Commission (SEC). The firm now holds 38,521,322 shares of Netflix, reflecting an additional 142,238 shares acquired during the quarter. This move positions Netflix as the 16th largest holding in Vanguard’s portfolio, making up 0.7% of the total value.
Vanguard’s Stake in Netflix Grows
In the third quarter, Vanguard’s increase in Netflix shares signals confidence in the company’s performance. As of the most recent SEC filing, Vanguard’s stake in Netflix is valued at $46.18 billion. The firm now owns 9.09% of Netflix, a sign of its growing importance in Vanguard’s portfolio.
Other institutional investors also made moves during this period. Retirement Wealth Solutions LLC purchased a new stake in Netflix worth $28,000, while Steph & Co. increased its position by 188.9%. The combined actions of these firms suggest that many see potential in Netflix’s stock despite market fluctuations.
NFLX Stock: Analysts’ Take
Several analysts have updated their price targets and ratings for Netflix’s stock. Robert W. Baird reduced their target price from $150 to $120, while Wells Fargo & Company lowered its from $156 to $151. These adjustments reflect mixed sentiments about Netflix’s near-term outlook, but the stock continues to receive “buy” ratings from many experts.
Despite some analysts lowering their price targets, NFLX stock maintains a consensus “Moderate Buy” rating. With a 50-day moving average of $88.67 and a 200-day moving average of $106.99, the stock has experienced significant volatility in the past year. Investors remain divided on the stock’s potential, as reflected in its price swings between a 1-year low of $75.23 and a high of $134.12.
Insider Activity in Netflix
In addition to institutional movements, insiders at Netflix have also been active. On February 10th, Cletus R. Willems, a company insider, sold 3,136 shares at an average price of $82.67. Similarly, David A. Hyman sold 5,727 shares on February 9th at $81.06 each, totaling over $464,000.
These insider sales are part of regular transactions within the company, but do raise questions about internal confidence. The continued insider activity might suggest a desire to capitalize on the current market conditions. However, insiders still hold a combined 1.37% of the company’s stock.
The post Vanguard Group Increases Netflix Stake by 0.4%, Boosting Holdings appeared first on Blockonomi.
Walmart Stock Surges 20% in 2026: Should Investors Buy Ahead of Earnings?
TLDR
Walmart stock has gained 20.18% in 2026, outperforming the S&P 500 and Dow Jones indices.
Walmart became the first retailer to reach a $1 trillion market capitalization.
Analysts have a ‘Strong Buy’ rating for Walmart stock, but price targets suggest limited growth.
Walmart stock is expected to retrace slightly, with a 12-month target price of $133.04.
The company has exceeded earnings per share forecasts in three of the last four quarters.
Walmart (NYSE: WMT), one of the top-performing blue-chip stocks of 2026, is set to release its next quarterly earnings report on February 19. Investors are closely monitoring whether Walmart stock remains a solid buy ahead of the event. The retail giant has recently achieved impressive growth, making it a standout in a challenging market.
Walmart Stock Recent Performance
Walmart stock has surged 20.18% in 2026, outpacing both the S&P 500 and Dow Jones indices. In contrast, the broader market has struggled, with the S&P 500 declining by 0.33% and the Dow Jones rising by just 2.31%. This strong performance is raising questions about whether the stock can continue to climb or if a pullback is imminent.
The retailer’s market capitalization recently crossed $1 trillion, making it the first retailer to reach this milestone. Despite its success, there are concerns about the stock’s high valuation, especially ahead of its upcoming earnings report. A slight miss in earnings could trigger a correction, similar to what occurred with Microsoft’s stock after its latest report.
Wall Street remains largely positive on Walmart stock, with an average rating of ‘Strong Buy.’ However, analysts’ 12-month price targets suggest that the stock may see only modest growth. Walmart stock is expected to retrace 0.63%, with a target price of $133.04 in the next year.
Several analysts have raised concerns about potential pullbacks despite the positive outlook. Bernstein’s Zhihan Ma recently maintained a ‘Buy’ rating but forecasted a drop to $129. Similarly, Citi’s most bullish forecast of $147 suggests just a 9.79% increase from current levels. These predictions indicate that even optimistic estimates expect limited upside for the stock in the near term.
The Outlook for Walmart’s Earnings Report
Ahead of its earnings report, Walmart’s strong performance in recent quarters offers some reassurance. The company has exceeded earnings per share (EPS) forecasts in three of the last four quarters, increasing the likelihood of another beat. Walmart’s diversified business model, which includes e-commerce and technology, positions it well in both favorable and unfavorable economic conditions.
Even if the economy faces a downturn, Walmart’s reputation for offering ‘great value’ prices could drive continued consumer demand. This defensive nature of Walmart’s business model has contributed to its strong performance, making it a relatively safe investment in uncertain times.
The post Walmart Stock Surges 20% in 2026: Should Investors Buy Ahead of Earnings? appeared first on Blockonomi.
Walmart stock has gained 20.18% in 2026, outperforming the S&P 500 and Dow Jones indices.
Walmart became the first retailer to reach a $1 trillion market capitalization.
Analysts have a ‘Strong Buy’ rating for Walmart stock, but price targets suggest limited growth.
Walmart stock is expected to retrace slightly, with a 12-month target price of $133.04.
The company has exceeded earnings per share forecasts in three of the last four quarters.
Walmart (NYSE: WMT), one of the top-performing blue-chip stocks of 2026, is set to release its next quarterly earnings report on February 19. Investors are closely monitoring whether Walmart stock remains a solid buy ahead of the event. The retail giant has recently achieved impressive growth, making it a standout in a challenging market.
Walmart Stock Recent Performance
Walmart stock has surged 20.18% in 2026, outpacing both the S&P 500 and Dow Jones indices. In contrast, the broader market has struggled, with the S&P 500 declining by 0.33% and the Dow Jones rising by just 2.31%. This strong performance is raising questions about whether the stock can continue to climb or if a pullback is imminent.
The retailer’s market capitalization recently crossed $1 trillion, making it the first retailer to reach this milestone. Despite its success, there are concerns about the stock’s high valuation, especially ahead of its upcoming earnings report. A slight miss in earnings could trigger a correction, similar to what occurred with Microsoft’s stock after its latest report.
Wall Street remains largely positive on Walmart stock, with an average rating of ‘Strong Buy.’ However, analysts’ 12-month price targets suggest that the stock may see only modest growth. Walmart stock is expected to retrace 0.63%, with a target price of $133.04 in the next year.
Several analysts have raised concerns about potential pullbacks despite the positive outlook. Bernstein’s Zhihan Ma recently maintained a ‘Buy’ rating but forecasted a drop to $129. Similarly, Citi’s most bullish forecast of $147 suggests just a 9.79% increase from current levels. These predictions indicate that even optimistic estimates expect limited upside for the stock in the near term.
The Outlook for Walmart’s Earnings Report
Ahead of its earnings report, Walmart’s strong performance in recent quarters offers some reassurance. The company has exceeded earnings per share (EPS) forecasts in three of the last four quarters, increasing the likelihood of another beat. Walmart’s diversified business model, which includes e-commerce and technology, positions it well in both favorable and unfavorable economic conditions.
Even if the economy faces a downturn, Walmart’s reputation for offering ‘great value’ prices could drive continued consumer demand. This defensive nature of Walmart’s business model has contributed to its strong performance, making it a relatively safe investment in uncertain times.
The post Walmart Stock Surges 20% in 2026: Should Investors Buy Ahead of Earnings? appeared first on Blockonomi.
Tesla Stock Holds Steady at $417 Ahead of Key Updates This Week
TLDR
Tesla stock finished at $417.44 on Friday, with a slight increase of 0.1%.
The U.S. stock markets were closed on Monday for Presidents’ Day, and trading resumed on Tuesday.
Tesla’s shift towards software and robotics has left the stock in a state of uncertainty.
The company invested $2 billion in Elon Musk’s xAI venture, signaling its commitment to AI and automation.
Tesla’s expected revenue drop of 3% in 2025 marks the first year-on-year decline in its history.
Tesla has committed to a $20 billion capital spending plan for 2026, focusing on autonomous vehicles and robotics.
Tesla stock finished at $417.44 on Friday, edging up by 0.1%. The U.S. stock markets were closed on Monday for Presidents’ Day, with trading resuming on Tuesday. Tesla’s stock remains under pressure as the company balances its shift toward software and robotics beyond electric vehicles.
Investors Weigh Tesla’s Shift to Software and Robotics
Tesla’s recent focus on autonomy and robotics has left its stock in limbo. The company has invested heavily in AI ventures, including a $2 billion commitment to Elon Musk’s xAI. While investors await further updates, Tesla’s shift to software could generate higher margins in the future, though some remain cautious.
As Tesla doubles down on autonomy, questions arise about whether these bets will translate into profitability. Tesla’s earnings call in late January revealed plans to invest in new factories and robotics projects. The shift toward AI is costly, but it could bolster the company’s future growth prospects if it yields software revenue.
Despite recent headlines, Tesla stock has seen a decline of about 3% since January 28. This dip follows the release of the company’s earnings report and a capital spending plan for 2026. The report revealed an expected 3% drop in revenue for 2025, marking the first decline in the company’s history.
Tesla’s stock faces challenges with mounting capital expenditures, particularly for its $20 billion investment in new projects. The company is focusing on autonomous vehicles, humanoid robots, and battery operations, but concerns remain about whether these initiatives will pay off. Investors will be keeping a close eye on Tesla’s cash flow as the company’s capital spending ramps up.
Pricing and Demand Still Key Drivers for Tesla Stock
In early February, Tesla launched a new Model Y trim at $41,990, indicating that pricing remains central to its success. The company has been aggressively cutting prices, though this may affect its profit margins. While demand has increased due to lower prices, the impact on margins is a major concern for investors.
Tesla also continues to expand its software offerings beyond the U.S. Tencent Cloud partnered with the company to introduce WeChat-connected features in China. These updates could boost Tesla’s software revenue but remain a small portion of the company’s overall income for now.
Tesla’s stock remains in focus as U.S. markets reopen post-holiday. Investors are expected to look for further updates on Tesla’s software pricing, demand, and the company’s cash flow to assess the sustainability of its ambitious 2026 expansion plans.
The post Tesla Stock Holds Steady at $417 Ahead of Key Updates This Week appeared first on Blockonomi.
Tesla stock finished at $417.44 on Friday, with a slight increase of 0.1%.
The U.S. stock markets were closed on Monday for Presidents’ Day, and trading resumed on Tuesday.
Tesla’s shift towards software and robotics has left the stock in a state of uncertainty.
The company invested $2 billion in Elon Musk’s xAI venture, signaling its commitment to AI and automation.
Tesla’s expected revenue drop of 3% in 2025 marks the first year-on-year decline in its history.
Tesla has committed to a $20 billion capital spending plan for 2026, focusing on autonomous vehicles and robotics.
Tesla stock finished at $417.44 on Friday, edging up by 0.1%. The U.S. stock markets were closed on Monday for Presidents’ Day, with trading resuming on Tuesday. Tesla’s stock remains under pressure as the company balances its shift toward software and robotics beyond electric vehicles.
Investors Weigh Tesla’s Shift to Software and Robotics
Tesla’s recent focus on autonomy and robotics has left its stock in limbo. The company has invested heavily in AI ventures, including a $2 billion commitment to Elon Musk’s xAI. While investors await further updates, Tesla’s shift to software could generate higher margins in the future, though some remain cautious.
As Tesla doubles down on autonomy, questions arise about whether these bets will translate into profitability. Tesla’s earnings call in late January revealed plans to invest in new factories and robotics projects. The shift toward AI is costly, but it could bolster the company’s future growth prospects if it yields software revenue.
Despite recent headlines, Tesla stock has seen a decline of about 3% since January 28. This dip follows the release of the company’s earnings report and a capital spending plan for 2026. The report revealed an expected 3% drop in revenue for 2025, marking the first decline in the company’s history.
Tesla’s stock faces challenges with mounting capital expenditures, particularly for its $20 billion investment in new projects. The company is focusing on autonomous vehicles, humanoid robots, and battery operations, but concerns remain about whether these initiatives will pay off. Investors will be keeping a close eye on Tesla’s cash flow as the company’s capital spending ramps up.
Pricing and Demand Still Key Drivers for Tesla Stock
In early February, Tesla launched a new Model Y trim at $41,990, indicating that pricing remains central to its success. The company has been aggressively cutting prices, though this may affect its profit margins. While demand has increased due to lower prices, the impact on margins is a major concern for investors.
Tesla also continues to expand its software offerings beyond the U.S. Tencent Cloud partnered with the company to introduce WeChat-connected features in China. These updates could boost Tesla’s software revenue but remain a small portion of the company’s overall income for now.
Tesla’s stock remains in focus as U.S. markets reopen post-holiday. Investors are expected to look for further updates on Tesla’s software pricing, demand, and the company’s cash flow to assess the sustainability of its ambitious 2026 expansion plans.
The post Tesla Stock Holds Steady at $417 Ahead of Key Updates This Week appeared first on Blockonomi.
Best AI Stocks 2026: NVIDIA, Microsoft, Alphabet Top the List
TLDR
NVIDIA commands 80% market share in AI chips with H100 and H200 GPUs setting industry standards for language model training
Microsoft GitHub Copilot generates over $100 million annually while Azure AI services accelerate cloud revenue growth
Alphabet’s Gemini AI models compete with GPT-4 using exclusive data from Search, YouTube, and Android platforms
Palantir’s AIP platform drives commercial revenue acceleration by operationalizing AI in enterprise workflows
CrowdStrike’s Falcon platform analyzes trillions of weekly security events using AI, maintaining 120%+ customer retention
The AI industry has transitioned from speculation to commercial reality. Five companies now lead the market with proven revenue streams and competitive advantages.
These stocks range from semiconductor manufacturers to security platforms. Each demonstrates actual earnings from AI products rather than future promises.
NVIDIA Leads AI Chip Market
NVIDIA holds approximately 80% of the AI chip market. Its H100 and H200 graphics processing units train most major language models.
The Blackwell architecture launches soon with enhanced performance capabilities. NVIDIA’s CUDA software platform serves as the industry standard for AI development.
Microsoft, Amazon, and Google buy NVIDIA chips to power their cloud AI services. The company expands into AI inference chips while building new data center partnerships.
NVIDIA’s market position remains strong as cloud providers compete for AI infrastructure. The software ecosystem creates barriers that competitors struggle to overcome.
Microsoft Monetizes OpenAI Partnership
Microsoft invested $13 billion in OpenAI and shows clear returns. GitHub Copilot now exceeds $100 million in annual recurring revenue.
Microsoft 365 Copilot gains enterprise customers despite premium pricing. Azure cloud growth accelerates as businesses adopt turnkey AI solutions.
The company profits from both infrastructure through Azure and applications through productivity tools. This dual approach maximizes revenue from AI adoption across customer segments.
Alphabet Offers Value Play
Alphabet operates DeepMind and Google Brain research divisions. Gemini AI models now match GPT-4 in capabilities and performance.
The company owns proprietary training data from Search, YouTube, and Android. Competitors cannot replicate these exclusive datasets.
Google Cloud grows as enterprises implement Vertex AI platform services. Search integration proceeds carefully to preserve advertising revenue streams.
Alphabet trades below Microsoft’s valuation despite comparable AI technology. The price difference creates opportunity for value-focused investors.
Palantir Solves Enterprise AI Challenges
Palantir’s Artificial Intelligence Platform accelerates U.S. commercial revenue. The software operationalizes AI within existing enterprise workflows.
Companies face a “last mile” problem moving AI from pilot to production. Palantir addresses this challenge through its integration approach.
Government contracts deliver stable baseline revenue. Commercial expansion provides higher growth potential as the customer base expands.
Business economics improve as the platform scales. The company transitions from growth speculation to sustainable profitability.
CrowdStrike Defends Against AI Threats
CrowdStrike’s Falcon platform processes trillions of security events weekly. AI and machine learning detect threats in real-time.
Cybercriminals increasingly weaponize AI for sophisticated attacks. CrowdStrike’s AI-native architecture counters these evolving threats.
The company maintains customer retention above 120% while staying profitable. Platform capabilities expand to address new security challenges.
CrowdStrike provides lower-risk AI exposure than pure-play alternatives. The cybersecurity foundation offers stability beyond AI hype cycles.
The post Best AI Stocks 2026: NVIDIA, Microsoft, Alphabet Top the List appeared first on Blockonomi.
NVIDIA commands 80% market share in AI chips with H100 and H200 GPUs setting industry standards for language model training
Microsoft GitHub Copilot generates over $100 million annually while Azure AI services accelerate cloud revenue growth
Alphabet’s Gemini AI models compete with GPT-4 using exclusive data from Search, YouTube, and Android platforms
Palantir’s AIP platform drives commercial revenue acceleration by operationalizing AI in enterprise workflows
CrowdStrike’s Falcon platform analyzes trillions of weekly security events using AI, maintaining 120%+ customer retention
The AI industry has transitioned from speculation to commercial reality. Five companies now lead the market with proven revenue streams and competitive advantages.
These stocks range from semiconductor manufacturers to security platforms. Each demonstrates actual earnings from AI products rather than future promises.
NVIDIA Leads AI Chip Market
NVIDIA holds approximately 80% of the AI chip market. Its H100 and H200 graphics processing units train most major language models.
The Blackwell architecture launches soon with enhanced performance capabilities. NVIDIA’s CUDA software platform serves as the industry standard for AI development.
Microsoft, Amazon, and Google buy NVIDIA chips to power their cloud AI services. The company expands into AI inference chips while building new data center partnerships.
NVIDIA’s market position remains strong as cloud providers compete for AI infrastructure. The software ecosystem creates barriers that competitors struggle to overcome.
Microsoft Monetizes OpenAI Partnership
Microsoft invested $13 billion in OpenAI and shows clear returns. GitHub Copilot now exceeds $100 million in annual recurring revenue.
Microsoft 365 Copilot gains enterprise customers despite premium pricing. Azure cloud growth accelerates as businesses adopt turnkey AI solutions.
The company profits from both infrastructure through Azure and applications through productivity tools. This dual approach maximizes revenue from AI adoption across customer segments.
Alphabet Offers Value Play
Alphabet operates DeepMind and Google Brain research divisions. Gemini AI models now match GPT-4 in capabilities and performance.
The company owns proprietary training data from Search, YouTube, and Android. Competitors cannot replicate these exclusive datasets.
Google Cloud grows as enterprises implement Vertex AI platform services. Search integration proceeds carefully to preserve advertising revenue streams.
Alphabet trades below Microsoft’s valuation despite comparable AI technology. The price difference creates opportunity for value-focused investors.
Palantir Solves Enterprise AI Challenges
Palantir’s Artificial Intelligence Platform accelerates U.S. commercial revenue. The software operationalizes AI within existing enterprise workflows.
Companies face a “last mile” problem moving AI from pilot to production. Palantir addresses this challenge through its integration approach.
Government contracts deliver stable baseline revenue. Commercial expansion provides higher growth potential as the customer base expands.
Business economics improve as the platform scales. The company transitions from growth speculation to sustainable profitability.
CrowdStrike Defends Against AI Threats
CrowdStrike’s Falcon platform processes trillions of security events weekly. AI and machine learning detect threats in real-time.
Cybercriminals increasingly weaponize AI for sophisticated attacks. CrowdStrike’s AI-native architecture counters these evolving threats.
The company maintains customer retention above 120% while staying profitable. Platform capabilities expand to address new security challenges.
CrowdStrike provides lower-risk AI exposure than pure-play alternatives. The cybersecurity foundation offers stability beyond AI hype cycles.
The post Best AI Stocks 2026: NVIDIA, Microsoft, Alphabet Top the List appeared first on Blockonomi.
Coinbase (COIN) Stock Jumps 16% as Diversification Strategy Gains Traction
TLDR
Coinbase (COIN) stock jumped 16% after Q4 earnings despite missing estimates, showing potential to move independently from Bitcoin prices
The company doubled its trading volume and crypto market share in 2025 while hitting 1 million Coinbase One subscribers
Cathie Wood’s ARK Invest bought over $15 million worth of shares, showing renewed confidence in the stock
Analysts maintain Buy ratings with price targets up to $267, citing diversification beyond pure crypto trading
MicroStrategy (MSTR), down 63% over six months, announced it has enough assets to cover debt even if Bitcoin drops to $8,000
Coinbase posted a surprise 16% gain Friday following its Q4 earnings report. The jump came even as Bitcoin and other crypto prices stayed relatively flat.
The earnings themselves weren’t pretty. Revenue dropped 22% year-over-year and the company swung to a quarterly loss. Both figures missed Wall Street estimates.
But investors looked past the numbers. They focused instead on what Coinbase is building beyond basic crypto trading.
The company’s push to become an “everything exchange” is showing real progress. Trading volume doubled in 2025 compared to the prior year. Market share in crypto trading also doubled during that period.
Coinbase One, the company’s subscription service, hit 1 million members. The platform has also launched into new markets like gold, silver, and prediction markets. These new offerings posted record volumes in Q1 2026.
Cathie Wood’s ARK Invest noticed. The firm bought 92,854 shares across three ETFs on Friday. The purchase totaled more than $15 million based on closing prices. ARK had sold some Coinbase stock earlier in February as Bitcoin dropped.
“The stock trades like levered crypto beta, moving tightly with digital asset prices, yet its underlying business is evolving into something more diverse and durable,” Benchmark analyst Mark Palmer wrote. He maintains a Buy rating with a $267 price target. That represents 62% upside from Friday’s close.
Analyst Outlook Remains Positive
Palmer pointed to the doubling of trading volume and the growth of Coinbase’s derivatives platform as key drivers. He called the stock “exposure to a compelling long-term secular growth story.”
Deutsche Bank analyst Brian Bedell expects crypto prices to stabilize soon and recover in Q2. He cut his price target to $250 from $331 but kept his Buy rating.
H.C. Wainwright also maintained its Buy rating with a $350 price target. Analyst Mike Colonnese noted shares were trading at their lowest levels since September 2024. He called the current price “limited downside risk.”
The firm highlighted the potential passage of the CLARITY Act in the U.S. Senate as a near-term catalyst. Coinbase management expects the legislation to pass within months.
MicroStrategy Addresses Bitcoin Exposure
Other crypto-exposed stocks haven’t fared as well. MicroStrategy dropped 63% over the past six months as Bitcoin prices tumbled.
The company moved to calm investor nerves Sunday. It stated it has sufficient assets to cover all debt obligations even if Bitcoin falls to $8,000. Bitcoin currently trades around $50,000.
Coinbase shares closed Friday at $141.09. The stock remains down from its highs but has shown it can rally independently of crypto price movements. Trading volume and subscription growth suggest the diversification strategy is working.
The post Coinbase (COIN) Stock Jumps 16% as Diversification Strategy Gains Traction appeared first on Blockonomi.
Coinbase (COIN) stock jumped 16% after Q4 earnings despite missing estimates, showing potential to move independently from Bitcoin prices
The company doubled its trading volume and crypto market share in 2025 while hitting 1 million Coinbase One subscribers
Cathie Wood’s ARK Invest bought over $15 million worth of shares, showing renewed confidence in the stock
Analysts maintain Buy ratings with price targets up to $267, citing diversification beyond pure crypto trading
MicroStrategy (MSTR), down 63% over six months, announced it has enough assets to cover debt even if Bitcoin drops to $8,000
Coinbase posted a surprise 16% gain Friday following its Q4 earnings report. The jump came even as Bitcoin and other crypto prices stayed relatively flat.
The earnings themselves weren’t pretty. Revenue dropped 22% year-over-year and the company swung to a quarterly loss. Both figures missed Wall Street estimates.
But investors looked past the numbers. They focused instead on what Coinbase is building beyond basic crypto trading.
The company’s push to become an “everything exchange” is showing real progress. Trading volume doubled in 2025 compared to the prior year. Market share in crypto trading also doubled during that period.
Coinbase One, the company’s subscription service, hit 1 million members. The platform has also launched into new markets like gold, silver, and prediction markets. These new offerings posted record volumes in Q1 2026.
Cathie Wood’s ARK Invest noticed. The firm bought 92,854 shares across three ETFs on Friday. The purchase totaled more than $15 million based on closing prices. ARK had sold some Coinbase stock earlier in February as Bitcoin dropped.
“The stock trades like levered crypto beta, moving tightly with digital asset prices, yet its underlying business is evolving into something more diverse and durable,” Benchmark analyst Mark Palmer wrote. He maintains a Buy rating with a $267 price target. That represents 62% upside from Friday’s close.
Analyst Outlook Remains Positive
Palmer pointed to the doubling of trading volume and the growth of Coinbase’s derivatives platform as key drivers. He called the stock “exposure to a compelling long-term secular growth story.”
Deutsche Bank analyst Brian Bedell expects crypto prices to stabilize soon and recover in Q2. He cut his price target to $250 from $331 but kept his Buy rating.
H.C. Wainwright also maintained its Buy rating with a $350 price target. Analyst Mike Colonnese noted shares were trading at their lowest levels since September 2024. He called the current price “limited downside risk.”
The firm highlighted the potential passage of the CLARITY Act in the U.S. Senate as a near-term catalyst. Coinbase management expects the legislation to pass within months.
MicroStrategy Addresses Bitcoin Exposure
Other crypto-exposed stocks haven’t fared as well. MicroStrategy dropped 63% over the past six months as Bitcoin prices tumbled.
The company moved to calm investor nerves Sunday. It stated it has sufficient assets to cover all debt obligations even if Bitcoin falls to $8,000. Bitcoin currently trades around $50,000.
Coinbase shares closed Friday at $141.09. The stock remains down from its highs but has shown it can rally independently of crypto price movements. Trading volume and subscription growth suggest the diversification strategy is working.
The post Coinbase (COIN) Stock Jumps 16% as Diversification Strategy Gains Traction appeared first on Blockonomi.
The $2,000 Strategy: Early Access to Asymmetric Gains via ChimpX AI’s AlphaMind Pre-Sale — Poweri...
In the high-stakes world of cryptocurrency investing, the greatest gains are rarely made at the peak of a bull run. Instead, they are harvested during the transition phase—the moment when a market sell-off exhausts itself and a new, utility-driven cycle begins. As Bitcoin stabilizes above $63,000 and BNB shows remarkable resilience at $640, “smart money” is moving aggressively into the final pre-sale round of ChimpX AI.
Currently live on the AlphaMind launchpad, the $CHIMP token is priced at a strategic $0.25. To understand why this specific round is causing a stir among institutional analysts and retail “whales” alike, one must look past the headlines and into the raw mathematics of the 2026–2027 price outlook.
The Math of Momentum: Modeling the Upside
For a mid-sized commitment of $2,000 at the pre-sale price of $0.25, an investor secures approximately 8,000 $CHIMP tokens. While many speculative assets rely on “hope-mics,” ChimpX AI’s valuation is grounded in the functional success of its Mojo SuperApp.
Conservative forecasts for $CHIMP suggest a short-term price target of $0.50–$0.80 in Q1 2026, immediately following the February listing on PancakeSwap. However, the real “wealth-generation” phase is projected to trigger as the “DefAI” (DeFi + AI) narrative takes center stage later this year. Long-term targets for late 2026 and into 2027 sit comfortably between $1.50 and $3.00.
If $CHIMP reaches the $3.00 milestone—a feat achieved by several AI-DeFi integrations during the 2025 cycle—that initial $2,000 pre-sale investment would grow to $24,000, representing a 12x return. Even at a more conservative $1.50 mark, the investment yields $12,000. These figures are bolstered by the project’s exceptionally low $4 million Fully Diluted Valuation (FDV) at the pre-sale stage, which leaves massive room for growth compared to “blue chip” AI projects that currently command valuations exceeding $500 million with less functional utility.
Why $CHIMP is Built for Sustained Growth
The value of a token is intrinsically linked to its ecosystem’s “stickiness.” $CHIMP is not a meme coin; it is the fundamental fuel for the Mojo SuperApp (available at app.chimpx.ai). As the first AI-powered, gasless DeFi platform on the BNB Chain, Mojo is capturing a market segment that has been historically ignored: the non-technical retail user.
By removing the need for BNB gas tokens through advanced Account Abstraction, Mojo makes DeFi as intuitive as a mobile banking app. As the user base grows, the demand for $CHIMP—which is required for protocol governance, fee-sharing, and unlocking premium AI market insights—is designed to scale. This creates a supply-demand crunch that favors early pre-sale participants.
Market Resiliency: The BNB Chain Factor
Investing in $CHIMP is also a strategic bet on the continued dominance of the BNB Chain. With a market cap exceeding $90 billion and a relentless focus on zero-fee extensions, BNB provides the most stable and liquid infrastructure for a DeFi SuperApp to thrive. ChimpX AI adds explosive potential to this stability, offering investors the “beta” they crave during a market recovery.
The Final Window: AlphaMind Pre-Sale Details
The AlphaMind pre-sale round is the absolute last opportunity to secure this $0.25 price point. The project’s pedigree is already well-established, with previous IDOs on SPORES and Poolz Finance selling out in record time. The current round on AlphaMind is expected to hit its hard cap well before the PancakeSwap listing later this month.
How to Secure Your Allocation:
Official Portal: https://app.alphamind.co/ido/6989a7df51f2ab92207ec335?invite=rmzD-2dY
Token Price: $0.25 per $CHIMP
Vesting: 25% unlock at TGE (Immediate liquidity)
Max Ticket: $15,000 per wallet
For real-time updates on the February listing and TGE schedule, investors are encouraged to join the official Telegram community at https://t.me/chimpxofficial.
About ChimpX AI
ChimpX AI is a leading-edge technology provider specializing in AI-driven automation and account abstraction. Its flagship product, Mojo, is designed to provide a seamless, gasless experience for the next billion Web3 users, bringing the efficiency of AI to the world of decentralized finance.
Official Ecosystem Links:
SuperApp: app.chimpx.ai
Website: www.chimpx.ai
The post The $2,000 Strategy: Early Access to Asymmetric Gains via ChimpX AI’s AlphaMind Pre-Sale — Powering the Next SuperApp on BNB Chain appeared first on Blockonomi.
Currently live on the AlphaMind launchpad, the $CHIMP token is priced at a strategic $0.25. To understand why this specific round is causing a stir among institutional analysts and retail “whales” alike, one must look past the headlines and into the raw mathematics of the 2026–2027 price outlook.
The Math of Momentum: Modeling the Upside
For a mid-sized commitment of $2,000 at the pre-sale price of $0.25, an investor secures approximately 8,000 $CHIMP tokens. While many speculative assets rely on “hope-mics,” ChimpX AI’s valuation is grounded in the functional success of its Mojo SuperApp.
Conservative forecasts for $CHIMP suggest a short-term price target of $0.50–$0.80 in Q1 2026, immediately following the February listing on PancakeSwap. However, the real “wealth-generation” phase is projected to trigger as the “DefAI” (DeFi + AI) narrative takes center stage later this year. Long-term targets for late 2026 and into 2027 sit comfortably between $1.50 and $3.00.
If $CHIMP reaches the $3.00 milestone—a feat achieved by several AI-DeFi integrations during the 2025 cycle—that initial $2,000 pre-sale investment would grow to $24,000, representing a 12x return. Even at a more conservative $1.50 mark, the investment yields $12,000. These figures are bolstered by the project’s exceptionally low $4 million Fully Diluted Valuation (FDV) at the pre-sale stage, which leaves massive room for growth compared to “blue chip” AI projects that currently command valuations exceeding $500 million with less functional utility.
Why $CHIMP is Built for Sustained Growth
The value of a token is intrinsically linked to its ecosystem’s “stickiness.” $CHIMP is not a meme coin; it is the fundamental fuel for the Mojo SuperApp (available at app.chimpx.ai). As the first AI-powered, gasless DeFi platform on the BNB Chain, Mojo is capturing a market segment that has been historically ignored: the non-technical retail user.
By removing the need for BNB gas tokens through advanced Account Abstraction, Mojo makes DeFi as intuitive as a mobile banking app. As the user base grows, the demand for $CHIMP—which is required for protocol governance, fee-sharing, and unlocking premium AI market insights—is designed to scale. This creates a supply-demand crunch that favors early pre-sale participants.
Market Resiliency: The BNB Chain Factor
Investing in $CHIMP is also a strategic bet on the continued dominance of the BNB Chain. With a market cap exceeding $90 billion and a relentless focus on zero-fee extensions, BNB provides the most stable and liquid infrastructure for a DeFi SuperApp to thrive. ChimpX AI adds explosive potential to this stability, offering investors the “beta” they crave during a market recovery.
The Final Window: AlphaMind Pre-Sale Details
The AlphaMind pre-sale round is the absolute last opportunity to secure this $0.25 price point. The project’s pedigree is already well-established, with previous IDOs on SPORES and Poolz Finance selling out in record time. The current round on AlphaMind is expected to hit its hard cap well before the PancakeSwap listing later this month.
How to Secure Your Allocation:
Official Portal: https://app.alphamind.co/ido/6989a7df51f2ab92207ec335?invite=rmzD-2dY
Token Price: $0.25 per $CHIMP
Vesting: 25% unlock at TGE (Immediate liquidity)
Max Ticket: $15,000 per wallet
For real-time updates on the February listing and TGE schedule, investors are encouraged to join the official Telegram community at https://t.me/chimpxofficial.
About ChimpX AI
ChimpX AI is a leading-edge technology provider specializing in AI-driven automation and account abstraction. Its flagship product, Mojo, is designed to provide a seamless, gasless experience for the next billion Web3 users, bringing the efficiency of AI to the world of decentralized finance.
Official Ecosystem Links:
SuperApp: app.chimpx.ai
Website: www.chimpx.ai
The post The $2,000 Strategy: Early Access to Asymmetric Gains via ChimpX AI’s AlphaMind Pre-Sale — Powering the Next SuperApp on BNB Chain appeared first on Blockonomi.
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