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Mike Novogratz, CEO of Galaxy, forecasts the end of crypto's speculative phase, anticipating much lower returns as digital assets integrate with traditional financial services. He highlights that the recent market downturn and Wall Street involvement are driving a transition toward tokenizing real-world assets. Despite significant losses, including Galaxy's $482 million Q4 2025 loss, Novogratz sees the shift as a transformation rather than a collapse of the crypto industry.

As baleias do Bitcoin acumularam recentemente cerca de 53.000 BTC, o maior número desde novembro passado, oferecendo algum suporte de preço a curto prazo. Apesar dessa acumulação, a demanda geral do mercado permanece limitada, com os preços ainda 40% abaixo do pico do ano passado e a compra por instituições desacelerando. Os analistas veem essa compra como uma estabilização do mercado, em vez de uma reversão clara da tendência devido à falta de entradas de capital amplas.

Addentax Group, a NASDAQ-listed company, announced plans to raise $200 million through a share placement to support its expansion in AI and cryptocurrency financial services. The company signed a memorandum of understanding with two investment institutions to facilitate the fundraising. Previously, Addentax disclosed a long-term plan to invest in cryptocurrencies including up to 12,000 Bitcoins and altcoins like TRUMP.

The London Stock Exchange Group plans to integrate private equity funds into its blockchain-based Digital Market Infrastructure (DMI), creating a comprehensive digital network for private market asset lifecycle management. This integration covers issuance, tokenization, distribution, settlement, and management with the aim to improve fundraising efficiency and investor reach. The launch of these blockchain-enabled services is anticipated in the first half of 2026.

A Intercontinental Exchange, a empresa mãe da NYSE, lançou sete novos contratos futuros de criptomoedas baseados em índices da CoinDesk, incluindo Bitcoin, Ether, Solana, XRP e BNB. Esses contratos são denominados em dólares americanos e liquidadas em dinheiro. Além disso, a ICE planeja introduzir um contrato futuro de um mês da CoinDesk Overnight Rate USDC, aguardando aprovação regulatória.

O Bitcoin caiu cerca de 2,4% para cerca de $66.900, enquanto o Ethereum caiu 2,7%, mergulhando abaixo de $2.000. O dólar americano enfraqueceu juntamente com os rendimentos do Tesouro, elevando as probabilidades de um corte na taxa do Federal Reserve em março para quase 20%. Investidores institucionais estão reduzindo a exposição, com o interesse em futuros de BTC em queda e as taxas de financiamento se tornando negativas, sinalizando um sentimento cauteloso no mercado de derivativos.

The European Parliament has formally backed the European Central Bank's digital euro project with strong majority support. The resolution emphasizes the continued importance of physical cash alongside the new digital euro. Both digital and physical euro forms will maintain legal tender status in the eurozone economy.

Dragonfly Managing Partner Haseeb argues that current crypto market sentiment is not as dire as during the FTX collapse, attributing negative perceptions to recency bias. He emphasizes that the crypto industry's fundamentals remain strong, with positive regulatory developments, increased institutional adoption, record-high decentralized exchange volumes, and rapid stablecoin growth. Although recovery will take time, these indicators suggest a positive long-term outlook for the market.

A BlackRock transferiu 600 BTC, avaliados em quase 40 milhões de dólares, para o Coinbase Prime via seu ETF de Bitcoin IBIT, de acordo com o monitoramento da Arkham. Esta movimentação potencialmente indica a preparação para um aumento no comércio ou gestão de liquidez. Transferências adicionais da BlackRock são aguardadas em um futuro próximo.

Trust Wallet has appointed Felix Fan as its new CEO, tasking him with leading global product strategy and ecosystem growth. Felix brings over a decade of experience in product strategy and aims to optimize user experience and security. Trust Wallet, a popular self-custody wallet supporting over 100 blockchains, boasts over 220 million downloads worldwide.

New York gold futures experienced a significant intraday surge of 2.00%, reaching $5131.80 per ounce. Meanwhile, the spot price of silver broke above $86 per ounce, marking a 6.55% increase within the day. These sharp rises indicate strong buying interest in precious metals during the trading session.

Robinhood Markets experienced a notable increase in its 'Other Trading Revenue,' which primarily stems from its prediction markets. The revenue surged from $31 million at the end of 2024 to $147 million in December 2025, reflecting growing user engagement. These prediction markets are powered by Kalahi, driving this robust growth segment for the platform.

Franklin Templeton and SWIFT envision a future where banking operates around the clock, fully on blockchain technology. Tokenized funds and deposits are becoming more mainstream but face hurdles such as regulatory challenges, infrastructure needs, and security concerns. The transition aims to create a seamless, always-on financial ecosystem leveraging blockchain-native solutions.

Heineken plans to cut 6,000 jobs globally, representing 7% of its workforce, predominantly in Europe due to declining beer sales. The company's beer volumes fell by 2.4% in 2025, impacted by reduced alcohol consumption among younger demographics and a post-pandemic pullback. Heineken has also lowered its profit growth forecast for 2026 to between 2% and 6%, down from 4.4% in 2025, signaling caution in the near term while expecting recovery in the long run.

Bubblemaps afirma que @beaverd, um vencedor de um concurso de artigos de $1 milhão na plataforma X, lucrou cerca de $600.000 com esquemas de pump-and-dump envolvendo memecoins no ecossistema Solana. Eles relatam que carteiras relacionadas lançaram vários tokens usando uma estratégia de 'Pump fun', incluindo SIAS, que viu sua capitalização de mercado subir para cerca de $6 milhões antes de colapsar para zero. @beaverd respondeu de forma desdenhosa no X, e as alegações permanecem não verificadas de forma independente.

A Reuters survey of 101 economists shows that 60 expect the Federal Reserve to cut the federal funds rate by 25 basis points to a 3.25%-3.50% range by the end of June. This represents a shift from the January survey, which found no consensus on rate cuts. The anticipated easing signals a potential change in monetary policy stance within the next few months.

Um investidor baleia aumentou significativamente sua exposição ao Ethereum ao assumir uma posição longa alavancada de 20x de 45.000 ETH avaliada em $87,8 milhões. O investidor depositou um adicional de $1,99 milhão em USDC na Hyperliquid, elevando seu depósito total para $32,7 milhões. Apesar do grande tamanho da posição, a baleia está atualmente enfrentando uma perda flutuante de $3,5 milhões.

Analysts from Investinglive highlight Revelio Labs' private data that suggests a decline in US non-farm payrolls in January and a downward revision of December's figures. Though not official, this data indicates a weakening labor market trend. Market participants are cautioned that a single official non-farm payroll data release should not be seen as definitive but part of a gradual unfolding trend.