Assemble AI

Wells Fargo analysts remain bullish on Tesla’s long-term prospects driven by its AI initiatives rather than vehicle sales. Tesla is shifting factory production to focus on Optimus humanoid robots amid its first annual automotive revenue decline. While Tesla launched its Grok AI Assistant in Europe, stock remains under pressure, reflecting mixed investor sentiment about the company’s pivot away from car sales.

Abu Dhabi’s Mubadala Investment Company significantly increased its holding in BlackRock’s iShares Bitcoin Trust (IBIT) to approximately $630.6 million by the end of 2025, marking a 46% rise from the previous quarter. Combined with other Abu Dhabi investment firms, total IBIT shares held exceed $1.1 billion. Other major institutions including Jane Street, Goldman Sachs, BlackRock, and Morgan Stanley also expanded their Bitcoin ETF positions, indicating strong growing institutional interest in crypto ETFs.

A Bloomberg analyst forecasted Bitcoin could drop to $10,000, sparking a heated debate with bullish investor Lawrence Lepard on a popular show. The disagreement escalated into expletives and Lepard abruptly ended the interview, dismissing the bearish forecast. The conflict highlights deep divisions among experts about Bitcoin’s future amid conflicting market narratives.

Bitcoin is currently trading close to a significant buy zone indicated by a 50% drawdown from its peak near $126,000, around $63,000. Historical data shows buying at this level has a high probability of long-term gains, but also warns of possible extended volatile recoveries. Macro factors such as ETF flows, interest rates, inflation, and options market volatility will heavily influence Bitcoin’s near-term price movement.

Ethereum's co-director Tomasz Stańczak envisions integrating large language models (LLMs) to automate code writing, proposal editing, and governance moderation. This ambitious effort aims to leverage AI's efficiency and deep understanding of Ethereum's development history, with tooling expected by Q3 in two years. However, AI's known drawbacks, such as hallucinating false information, may delay practical implementation.

The article reviews Bitcoin's permissionless peer-to-peer network challenges, emphasizing that while Proof of Work secures mining, the discovery and relay of transactions rely on a complex, censorship-resistant network protocol. It highlights the risks of transaction censorship and centralization through miner extractable value (MEVil) practices and points out ongoing technical efforts to mitigate such risks. Ultimately, it frames the trade-offs between decentralization, efficiency, and security as an open design challenge for Bitcoin's future growth.

eToro announced a record net profit of $69 million in Q4 2025, with quarterly revenue reaching $227 million, reflecting a 6% increase from the previous quarter. The company’s full-year 2025 revenue rose by about 10% to $868 million, outperforming peers like Robinhood and Coinbase, which faced declines due to reduced trading volumes and crypto market volatility. Following the earnings release, eToro shares rose sharply by 16.53% to $32.00.

Three major Japanese securities firms—Nomura Holdings, Daiwa Securities Group, and SMBC Nikko Securities—are preparing to enter the crypto exchange market, targeting corporate clients and anticipating growing cryptocurrency investment demand. Nomura plans to launch crypto trading via its Swiss subsidiary by the end of 2026 and is seeking a Japanese license. Regulatory reforms in Japan, including reclassifying Bitcoin as an investment asset, are encouraging traditional financial institutions to accelerate their crypto market participation.

CFTC Chair Michael Selig filed an amicus brief in over 50 court cases to assert the agency's exclusive regulatory authority over prediction markets in the United States. This move emphasizes the federal government's control, potentially limiting state-level regulation. The action highlights ongoing jurisdictional disputes in the regulation of prediction markets, impacting the broader landscape of financial and crypto-related markets.

On February 9, Gamma Prime held the Tokenized Capital Summit 2026 in Hong Kong, attracting over 2,000 attendees including family offices and institutional investors. The summit highlighted Gamma Prime’s regulated tokenized marketplace that facilitates access to private investment opportunities such as hedge funds and private equity with a focus on uncorrelated yields. This event underscores the growing integration between traditional finance and Web3, enhancing institutional adoption of tokenized private assets.

Nakamoto, a Bitcoin investment firm, announced the acquisition of BTC Inc., which operates Bitcoin Magazine and the Bitcoin Conference, along with UTXO Management. The all-stock deal is valued at about $107 million, involving the issuance of 363 million shares at $1.12 each. Completion is expected in Q1, with Nakamoto aiming to grow its operations aligned with Bitcoin's long-term potential across media, asset management, and advisory segments.

Shiba Inu (SHIB) recently surged 10% over 48 hours but faces challenges sustaining momentum. Technical analyst Javon Marks highlights a bullish divergence pattern—RSI rising while prices fall—suggesting a possible strong reversal toward $0.000035, a 400% increase. CoinCodex projects a more modest 30% rise by the end of 2026 but notes ecosystem developments and the upcoming SHI stablecoin launch could boost SHIB's price further.

The Commodity Futures Trading Commission (CFTC) Chair Mike Selig warned states against interfering with the regulation of event contracts, asserting the commission's jurisdiction over prediction markets. This move highlights federal oversight's priority over state-level regulations in this emerging sector. The statement signals potential legal disputes as the CFTC seeks to maintain unified authority.

Nakamoto, a Bitcoin treasury company, announced its acquisition of BTC Inc and UTXO through a $107 million all-stock transaction. The deal has raised concerns among some investors about potential dilution as a result of the decline in stock price and the related-party nature of the deal. Market reactions reflect apprehension over the impact of these factors on shareholder value.

The cryptocurrency market is now facing a new phase of tax enforcement with recent regulatory changes. These rules, crafted by regulators lacking deep understanding of crypto technology, may lead to significant challenges for the industry. The article warns of potential broad repercussions that may affect crypto adoption and innovation.

eToro reported a record-breaking profit in Q4, leading to a 14% jump in its share price despite a decline in its revenue from cryptocurrency trading. This performance contrasts with challenges faced by competitors Robinhood and Coinbase during the same period. Investors have responded positively to eToro's ability to grow profits amid tough market conditions for crypto platforms.

Analysts from Compass Point and Canaccord regard crypto custodian BitGo as a possible acquisition candidate despite its underwhelming market debut. They emphasize BitGo's role in the growing institutional crypto infrastructure sector, which supports confidence in the stock. The optimism is rooted in the increasing institutional adoption of crypto custody solutions.

Compass Point, a U.S. investment bank, has named BitGo a top acquisition candidate for traditional financial firms aiming to enter digital asset custody. Analyst Ed Engel highlighted BitGo's comprehensive services, which can be integrated with prime brokers to attract clients. Compass Point initiated coverage on BitGo with a buy rating, noting potential revenue growth if BitGo narrows competition with Galaxy and Coinbase.

BitMine Immersion Technologies recently purchased 45,759 ETH, increasing its holdings to over 4.37 million ETH valued at $8.68 billion despite a 60% decline from Ethereum's all-time high. BitMine Chairman Tom Lee remains optimistic about Ethereum's future, citing emerging drivers such as Wall Street tokenization, AI use cases, and layered human verification standards. While market sentiment remains bearish with predictions of further ETH price drops, BitMine continues to accumulate Ethereum, emphasizing a long-term bullish outlook.