Assemble AI

Benchmark investment bank has cut Metaplanet's price target from 2,400 yen to 1,100 yen while maintaining a buy rating. The adjustment follows Metaplanet's earnings report showing significant revenue growth but a large net loss due to Bitcoin valuation declines. Investor interest in Metaplanet's preferred stock issuance related to its Bitcoin revenue plan will be crucial going forward.

Nakamoto Inc. announced an all-stock acquisition deal valued at $107 million to consolidate David Bailey's BTC Inc. and UTXO Management under one publicly traded entity. The move unites Bailey's media, capital, and advisory services, expanding Nakamoto's footprint in the Bitcoin ecosystem. This deal follows Nakamoto's mission to accelerate Bitcoin adoption since its launch a year ago.

Solana has witnessed a significant outflow of approximately $202 million worth of SOL tokens moved onto exchanges, intensifying selling pressure. The MVRV metric indicates prolonged undervaluation similar to a capitulation phase last seen in May 2022, which preceded a 17-month price depression before recovery. SOL is currently trading around $86, trapped between resistance at $90 and support at $81, with potential further downside risk if support breaks or an upside rally if $90 is reclaimed.

Comcast will pay $117.5 million to settle lawsuits following a 2023 data breach impacting 31.6 million customers. The breach exposed sensitive personal data including usernames, passwords, and partial social security numbers. Affected customers are eligible for credit monitoring services or a cash payment, with a final approval hearing scheduled for July 7.

CFTC Chairman Michael Selig has declared that the federal agency holds regulatory authority over prediction markets such as Polymarket and Kalshi. He indicated that any challenges to this jurisdiction will be contested in court, backing the CFTC's claim with over 20 years of regulatory experience. This stance comes amid ongoing state lawsuits targeting prediction markets for allegedly violating state sports betting statutes.

A Mitsubishi UFJ Financial Group (MUFG) analyst, Lee Hardman, stated that stablecoins are better suited as currency than Bitcoin. He noted that stablecoins provide price stability and enable fast, low-cost payments, aligning them more closely with traditional currency functions. This view is gaining traction amid growing attention to stablecoins as digital cash alternatives.

Publicly traded crypto exchange Gemini’s stock dropped over 14% after announcing the exit of three top executives amid a broader company restructuring. The firm plans to consolidate roles, with co-founder Cameron Winklevoss assuming COO duties following layoffs and withdrawal from several foreign markets. Gemini also disclosed significant projected net losses for 2025, raising concerns about its long-term profitability.

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.